天边最美的云彩
2023-11-29
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?
@penddy:
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。
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。
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廖牛牛
2023-12-01
廖牛牛
[财迷] [财迷]
penddy
2023-11-29
penddy
可能是的
天边最美的云彩
:
不过还是可以学的
什么也没有了~
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