近日運輸旺季來臨,但航運的塞港問題並未解決,利多齊發但股價難漲的航運股「咕嚕咕嚕」,加上中國 Delta 疫情再起,政府決定暫停從海外過來的貨機過夜,推升了空運股的漲價力道,卻也讓中國的內需股面臨險峻的挑戰。 中國手搖飲巨頭「奈雪的茶」遭官方媒體踢爆廚房髒亂,拖累相關類股股價重挫,中國「黨的鐵拳」繼揮向補教、遊戲業之後,又要揮向手搖飲市場嗎?現在是該產業的危機引爆點,還是彎腰撿鑽石的機會? 聽眾若想參與討論我們的 podcast ,可以上臉書搜尋「財報狗智囊團」,喜歡的話記得按下訂閱,並分享給親朋好友,我們會不定期在社團中分享我們的看法。 更多產業和公司消息,請上財報狗網站:https://statementdog.com/blog
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