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晶宝.

晶宝.

投资小白，只买最安全的

IP属地：上海

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05-01 19:55

$沪上阿姨(02589)$ 1. 超千倍认购说明很多人抢，但不代表稳赚吧过去有些热门的股有破发的（比如奈雪的茶） 2. 能不能打新关键看两点：公司值不值 + 价格合不合理公司好不好？茶饮竞争激烈，沪上阿姨要看它是不是真的赚钱（比如单店收入、成本控制），能不能干过蜜雪冰城、喜茶，霸王茶姬这些对手，目前来看沪上阿姨竞争力相对较弱，没有能打的单品，且知名度较低发行价贵不贵？目前发行价相对PE也不低，快接近蜜雪冰城了，感觉还是不太稳。不过打新破发的还是少数，昨天美股的元保就是各种觉得不行，但是还是开盘大涨，不打拍大腿。

04-30 22:35

小米已经在中国和海外运营多年，形成了强大的护城河，坚定看好

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