小米是个好公司，但如_老虎社区_美港股上老虎 - 老虎社区

小米是个好公司，但如果从为股东创造价值和未来增长空间上，我仍然不会考虑购买或加仓。
可以参考 IDC 的 2023Q3 中国市场出货量市场份额，结合此，我有如下几点纯个人解读：
1、小米虽然在图表中，但考虑华为的迅猛增长，大概率 Q4 小米就成为「其他」，即可能跌出 Top 5。
2、注意小米是合并了红米，红米大概率出货量不小，也侧面说明小米出货量也不会太大
3、看似其他家跌，但小米没怎么跌，但也有可能说明高端占比不高，所以影响不大。
4、小米在互联网的声量一向挺大，但实际销量可以看到 vivo、OPPO 很强，所以互联网声量很好的小米 14，可能会让人产生认知偏差过于乐观。
5、小米进入的电动车业务，也是一个烧钱的业务，不短时间内可能还是吸金而非现金牛业务。
所以，从投资角度，是否值得开仓或加仓，还是有很多值得商榷的地方。
如果是短期炒作，我不懂。

SU7锁单量超7.5W！小米你有上车吗？

雷军发微博称：截止4月20日，小米SU7锁单量超过了7万辆，小米SU7标准版、Max提前到4月18日开始交付。【你看好小米SU7销量破交付目标的10万辆吗？当前股价涨超3%的小米你会加仓吗？】

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

天边最美的云彩
2023-11-29
天边最美的云彩
可能利润不高？ @penddy //@penddy:
小米 14 评价很不错，卖的也不错，其他家为啥没有跟进的呢？
- 廖牛牛:
  [财迷] [财迷]
- 天边最美的云彩回复penddy:
  不过还是可以学的
- penddy:
  可能是的
海中霸王
2023-11-08
海中霸王
华为只是营销厉害，热度一过，华为就平淡了！汽车一出，起码也得增加个千亿市值。看看 $赛力斯(601127)$ ，依靠华为就有千亿市值！
- 一直都是:
  其实更重要的是全方位一体的智能互联，这才刚刚开始
Evan.j
2023-11-09
Evan.j
每天写一堆，兜子里几个毛子都没有，华为呵呵，知道小米国际地位吗，现在小米14中国已经爆了，国际爆会很恐怖
penddy
2023-11-29
penddy
利润率问题？//@penddy:
小米 14 评价很不错，卖的也不错，其他家为啥没有跟进的呢？
- penddy:
  经验失效了
penddy
2023-11-29
penddy
可能是利润率？或者用户群体问题？//@penddy:
小米 14 评价很不错，卖的也不错，其他家为啥没有跟进的呢？
- 天边最美的云彩:
  可能
天边最美的云彩
2023-12-01
天边最美的云彩
好的//@天边最美的云彩: 可能利润不高？ @penddy //@penddy:
小米 14 评价很不错，卖的也不错，其他家为啥没有跟进的呢？

发表看法

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[财迷]","text":"[财迷] [财迷]","html":"[财迷] 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