规模与品质的矛盾集中爆发最近的新茶饮赛道,活脱脱一部现实版《疯狂的过山车》。先是,蜜雪冰城港股上市首日市值狂飙至 1000 亿港元。再是霸王茶姬美股首秀玩起 " 极限运动 " ——开盘暴涨 47% 后迅速收窄,最终收涨 15.86%,总市值仍高达 59.5 亿美元。在蜜雪冰城、霸王茶姬的造势下,整个新茶饮赛道开始相继狂欢。4 月 17 日,港股茶饮股集体拉升,蜜雪集团涨超 5%,股价最高触及 ...
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