打新中了些霸王茶姬后,我还没卖过,所以至今仍然小亏着。不过这个票我也不急着动,就当是支持一下中国优秀的茶饮企业了。我知道它不是最好的新消费投资,奶茶赛道本身也不算很好,分散、竞争惨烈、不确定性大,但这个行业如果只能选一家,可能是蜜雪冰城,因为它够安全,下限够低;只能选两家,就是蜜雪和霸王,霸王可能代表着中式新茶饮的上限。蜜雪很好,但我个人不是蜜雪的目标用户,加上霸王茶姬的估值更便宜,且上限更高,我...
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