奈雪的茶企业本身的发展问题不是很大，之前我说过这类高单价产品卖的已经不只是奶茶了，是一套 “商品 + 内容” 的组合。
目标客群天然存在且逐年增加。
破发主要还是。。。。。。一级市场价格抬得太高了。
300 多亿的市值，500 多家店，一家店算下来值几千万。
早期投资人把价格已经打到了目前的天花板附近，二级市场投资者实在连汤都难喝到了。
很多网红消费品都会遇到这个问题，VC 和 PE
投资人前两年投资太热情，很多公司的估值已经透支了未来。
奈雪破发的遭遇，恐怕不是最后一个。$NAYUKI(02150.HK)
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