---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42311565.md"
description: "$McDonald's(MCD.US) is stuck there not moving, while $MIXUE GROUP(02097.HK) fell over seven percentage points. Both are in the restaurant chain business, but the Hong Kong and US markets are playing out completely different scripts today — $McDonald's(MCD.US) is a stabilizer in the broad consumer sector, with funds rotating out when VIX converges; $MIXUE GROUP(02097.HK) is a new consumer stock in Hong Kong experiencing a pullback. It has already risen a lot in H1 2026 and is starting to digest gains at this level. Is it $McDonald's(MCD.US) entering "reverse rotation" selling pressure, or $MIXUE GROUP(02097.HK) entering a new cycle of valuation digestion? It looks more like the latter — $MIXUE GROUP(02097.HK) is already at 40x PE, a huge gap compared to the 20x valuations of Haidilao and Jiulaojiu, and will likely continue grinding for the next six months."
datetime: "2026-06-30T10:11:12.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42311565.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42311565.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42311565.md)
author: "[玖玖er](https://longbridge.com/en/profiles/27042520.md)"
---

# $McDonald's(MCD.US) is stuck there not moving, whi…


### Related Stocks

- [MCD.US](https://longbridge.com/en/quote/MCD.US.md)
- [02097.HK](https://longbridge.com/en/quote/02097.HK.md)
- [06862.HK](https://longbridge.com/en/quote/06862.HK.md)
- [09922.HK](https://longbridge.com/en/quote/09922.HK.md)

## Comments (2)

- **Zack_Qu83 · 2026-07-01T16:41:29.000Z**: I'll teach you a method to judge Chinese concept stocks in the consumer goods sector: see if this company has ever collaborated with Hua & Hua (i.e., purchased their services). If yes, it indicates that the corporate decision-makers' level of understanding is very poor, or there are significant 
- **AhBai · 2026-07-01T06:20:11.000Z**: Isn't Mixue's PE 13?