智通财经APP获悉，奈雪的茶(02150)涨超5%，截至发稿，涨5.13%，报1.23港元，成交额309.71万港元。
消息面上，据上证报报道，9月20日，奈雪的茶在美国纽约法拉盛王子街开启快闪活动。活动首日便迎来“人山人海”的盛况。相关话题迅速在微博、小红书等平台发酵，“奈雪快闪人气”“美国首店什么时候开” 等讨论持续升温。据悉，此次快闪活动只是奈雪美国首店的“前哨战”：其美国首店将于10月3日正式开业，这也是奈雪继泰国、新加坡等东南亚市场后，在海外版图的又一重要布局。
华泰证券此前指，展望后续，公司有序推进绿色健康战略，门店优化和转型初见成效，该行预计2H25公司仍将延续存量门店的调整动作，并继续优化奈雪Green新店型和高质价比健康产品，期待单店UE的进一步优化和整体运营效率的提升。该行认为26年公司有望重启扩张，建议关注盈利企稳后规模的再增长。维持“增持”评级。
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