作为一个米粉 680亿美元的价格我看空

2018-07-15

$小米集团-W(01810)$现在看多的好多啊我来发个帖 mark一下小米的估值我估的是400亿到500亿美元上市首日在16.06接了1/4仓之后16.9出了到21.5又做空了20.00接回来了操作不行但是对小米产品理解还是比较深的小米非常不错是一个好公司但是架不住时机不对现在不是做梦的牛市是悲观的熊市小米算不上互联网这些大家都门清在中国智能制造2025的大战略下给小米估值200 40 100 60算是比较悲观的估值了

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

草非草采
2018-07-15
草非草采
米粉？呵呵，晒晒单。
- 圣诞alk:
  呵呵
4801d0a8
2018-07-15
4801d0a8
没有叫你照相，截屏就好。看下你米家有多少小米的产品
- 圣诞alk:
  米家截屏没有哦 1.手机4月份意外险换新了2.没在家，手机除了一个蓝牙耳机在没有连过其他设备这篇文章主要是用来给自己立标的万一说中了开心一下子现在看多的太多了知乎里10年100倍都出来了 4万亿美元市值想想都可怕三星也才2500亿这么狂热的氛围给自己降降温看看明天的情形在说到希望小米打我脸这样要么是我罗辑错了要么做空的利润就更大了
老啃资本
2018-07-15
老啃资本
这种无数分析师follow的企业，
你其实在对抗市场有效性
- 圣诞alk:
  这个倒是本来周五在21.5做空了一波在21就溜了小米这个公司在大趋势没出现之前还是不能做空的就是价格比较尴尬现在的情况做多也不是现在多关注吧
- 老啃资本回复圣诞alk:
  我的意思是敬畏股价，小米股票里有大量的国际机构投资人，这帮家伙博弈的结果往往是超强的市场有效性，把散户知道的和不知道的全部信息都吃透了，在没有新信息的情况下，股价大概率是合理的
- 圣诞alk:
  给自己做空小米打打气你说我是跟随别人的观点那我就跟随好喽你看看股吧里是看空的多还是看多的多都没几个看空的我跟谁小米是个好公司但是价格的确是贵了以后不确定性那么多价格还是那么乐观的价格在港股里面已经非常危险了要是在a股里 1000亿美元市值我都不敢看空
4801d0a8
2018-07-15
4801d0a8
晒一晒你的智能家庭APP
- 圣诞alk:
  本人在外地上学现在手里就一部mix1尊享版不喜欢拍照没有图片可以晒
跫音过客
2018-07-15
跫音过客
你对小米认识不深，不算米粉
- 圣诞alk:
  OK 你说的对坐等市场打脸让我在从新认识下小米
圣诞alk
2018-07-19
圣诞alk
7月17的做空总算盈利了我这垃圾操作日内最低点做空搞得我心惊胆战的 mark下做空应该选择当疯劲到头了的时候

发表看法

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