蜜雪冰城等新消费股进入击球区了吗

真是港股圈
Nov 04, 2025

三季度是消费密集暴雷的季节,就连位于食物链顶端的茅台,也陷入了停滞困境。另一边,港股泡泡玛特在几十倍的上涨过后,业绩消化估值,利润也跟着涨了几十倍,但市场对于最新的50亿+Q3利润不怎么认可,这一份放到科技股或者芯片股里,炒到5000亿并不过分的业绩,等来的是泡泡玛特继续的回调。同时,今年上半年状态火热的港股新消费股蜜雪冰城,在指数新高背景下跌了30%,大部分的消费股,也已经谈不上高估。现在宏观...

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