我看小米

T20211211480

2018-10-08

看到那么多兄弟坚守小米，你们到底是怎么考虑的？

在我看来小米最大的问题是定位不清。小米起家靠饥饿营销，随后抓住4G的机会，终于在国内3分天下有其一。但是到今天小米面对华为和oppo均为实力强大的对手，可以说想再进一步难上加难。

从财报看手机依然是小米主要利润来源，所谓小米生态对利润贡献非常有限。如果单纯靠硬件小米未来收入大幅增加的可能性不大。

贸易战是影响估值的另一个重要因素，因此我认为小米上市的价格应该是最近的高点。未来价格要反弹，第一贸易战一定是已经缓解了，第二小米找到了除硬件外的利润增长点，比如服务。

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

T20211211480
2018-10-08
T20211211480
雷布斯想让小米股价上涨只有一个办法，那就是拿出真金白银大比例回购小米集团股票，给投资人信心，除此没有其他办法。毕竟小米账上还趴着数以千亿计的现金
- 虎虎虎:
  看看美图走势吧，蔡文胜一直美图被低估，我只能呵呵，不仅要回购，而且要增持股票
T20211211480
2018-10-08
T20211211480
我没事的时候也去我们家附近商场里的小米之家溜达，最近小米之家最显眼的应该就是小米电视了，这不就是当年乐视玩剩下的么，苹果🍎为什么不出苹果电视，因为电视不值钱，关键是里面的内容，那么请问小米在内容方面有什么布局吗？
李迈
2018-10-08
李迈
不要用你们的价值投资作为不控制风险的借口，早点割肉得了
T20211211480
2018-10-08
T20211211480
当然雷布斯个人是非常成功的，他持有的小米旗下生态企业市值以万亿计，这也是雷布斯远远超过贾布斯之处。
复兴计划
2018-10-08
复兴计划
小米请保持自己的科技范和性价比平衡，灰常有戏
- efe2eaa:
  科技范？确定？
野牛满山跑
2018-10-08
野牛满山跑
生态就是个故事，别当真，估值那么高，一开始就不看好它的股价

发表看法

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