金吾财讯 | 茶饮股普遍走高，截至发稿，古茗(01364)涨8.26%，蜜雪集团(02097)涨7.83%，茶百道(02555)涨2.75%，奈雪的茶(02150)涨2.15%。消息面上，浦银国际认为，由于中国消费品企业出口短期面临较大挑战，而政府持续发力扩大内需的大方向具有较高的确定性，该行短期更看好内需驱动型消费品企业的股价表现。民生加银基金也表示，食品饮料等消费板块相对较好主要由于此次美国关税提升的范围和税率大幅超出市场预期，市场预期在外部不确定性加大的背景下，启动内需消费或成为稳定中国经济的必然选择。国金证券表示，茶饮行业方面，近期头部茶饮企业陆续上市，行业竞争加剧背景下，看好低价格带格局稳定赛道，以及中价格带产品性价比高供应链扎实的企业；建议关注茶饮赛道投资机会。
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