$小米集团-W(01_老虎社区_美港股上老虎 - 老虎社区

$小米集团-W(01810)$ 其实我没太想明白小米为啥最近涨这么猛，今天按照小米业务板块的毛利率毛估了一下，Q4即使手机出货量5000万台，公司的毛利也不会比Q3好太多，估计10%左右的环比毛利润增长，但经营支出应该会比Q3扩大。亮点可能在于Q4小米持股的上市公司股价有很大的上扬，比如小鹏汽车、石头科技、九号电动车等等。所以总觉得最近小米涨幅有点过快，可能有回调的风险。但如果单季度手机销量突破6000万，那涨幅还算说得过去。

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

星雨涵
2020-12-24
星雨涵
小米上市前就曾估值1000亿美金，，时至今日市值才刚刚突破1000亿美金！这两年里，小米的各项业务突飞猛进，曾经喊出的各种创新商业模式也在不断变现～所以，这只是价值回归吧！从大规模增发融资到现在也才涨了30%而已，新进场的几百亿资金肯定不满足于这么点收益，他们的目标肯定也不止于此，所以，站稳30大关，未来的小米还会走的更加的悠然！
路易斯老四
2020-12-28
路易斯老四
我告诉你为啥，股票投资从来就不是投当下，投的是未来的成长空间。另外近期，当蚂蚁被扒下科技股的虚假外衣暴露出其本质就是普通金融股后，市场上的真正科技股就显得弥足珍贵了。老罗说过，一个领域如果能做到行业top4，那活的肯定会比较滋润，更何况行业top1正面临不确定性。
Meedly
2020-12-24
Meedly
模式和增长，美团营收增速28%，利润增速基本没有，这样都有600+pe，小米的核心是手机，有了手机可以带动iot和互联网业务，手机相当于互联网公司的获客，别人是赔钱，小米是赚钱，另外q4有可能高于5000万
王山爾
2020-12-24
王山爾
我从来不用小米手机，今年买了个10纪念版觉得太重还退掉了，但我依然重仓小米，如果只看到小米做手机不赚钱是无法理解未来的增长潜力的。
哆頭散幹的ZHAO
2020-12-24
哆頭散幹的ZHAO
那么按照你这算法特斯拉就更更更不应该了啊 [惊讶]
汉堡__chen__GI
2020-12-24
汉堡__chen__GI
如果全世界有一半的人都在用一個牌子。還有同牌子的智能家居，手機賺不賺錢還重要嗎

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[惊讶]","text":"那么按照你这算法特斯拉就更更更不应该了啊 [惊讶]","html":"那么按照你这算法特斯拉就更更更不应该了啊 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