阿里88
2025.09.09 12:35

$Chagee(CHA.US) To be honest, retail investors lack vision. I initially invested in Chagee because I valued its overseas expansion and its unique positioning compared to other milk tea brands. However, the food delivery war has led to disappointing domestic performance. In reality, Chagee is a stock worth holding for three years. Think about the miracles Guo Yu created back then—the food delivery war will eventually end, and consumer behavior will return to rationality. What Chagee lacks domestically is a hit product. I believe the hardworking and determined Guo Yu will manage the company well. I trust the company will turn around. Before Chagee went public, Guo Yu had already made a lot of money—he’s not here to cash out; this is his career. I believe he has the ability to run the company well. Time will tell. Starting today, I will lock in my position for three years until it delists. I’ll treat the current losses as if they don’t exist.

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