$小米集团-W(01_老虎社区_美港股上老虎 - 老虎社区

米粥雷带刀侍卫

$小米集团-W(01810)$阿米终于决定突破万亿市值了！

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

xigongwl
2021-06-25
xigongwl
两年后差不多
- niubikele回复wwwww_6773:
  [龇牙]
- wwwww_6773回复niubikele:
  哈哈哈，英雄所见略同，愿大家保持耐心，早日暴富。
- niubikele回复wwwww_6773:
  嗯，你算是很明白小米生意逻辑的人，2年时间，小米的场景布局还不够强，这个逻辑会延续下去但是物联网的水电煤气的建设快慢决定小米这个生意逻辑是否能跑通，我觉得在至少3到5年的时间里，我们还看不到一个物联网平台化的小米，更多的还是一个制造业为主体，流量变现为辅的小米，毕竟这玩意不跟抖音似的，4g手机普及以后突然就爆发了
- wwwww_6773回复niubikele:
  你的说法挺客观，但是我认为PE这个指标现在看没什么意义。只要小米愿意开始流量变现了，pe100、200都可能，所以净利润2年内是有可能到500亿的。我相信投资小米的也不是看重它卖手机、卖小物件、甚至是卖车背后的那微薄的利润，大家都是关心后续生态链质变与流量变现的可能性
- niubikele回复wwwww_6773:
  两年有点短，2年净利达不到500亿，pe不可能干到50往上，5年吧，净利500以上，pe35到40
Andyguo
2021-06-25
Andyguo
这卡跨的
走势，离突破万亿市值至少得两年后了
- niubikele:
  我猜12月前
xyzrb
2021-06-25
xyzrb
醒醒

发表看法

10

2

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