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@Henryding：小米不管造不造车，依然是我心中的十倍股

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2021-02-23
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2021-02-22
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href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>！可想而知，两年后股价才站上发行价<span></span><span>[捂脸]&nbsp;</span><span></span><span>[捂脸]&nbsp;</span>&nbsp;</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cfdb06f0f6154c28cfb41d32d446c10a\" tg-width=\"720\" tg-height=\"450\"><span></span></p><p>我一开始投资<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>的逻辑就是：一个做这么好产品的公司，发展前景肯定不会差！今天借着小米要造车的“谣言”分享一下我对小米的看法，这里就划两个重点：</p><p>1. 智能家居</p><p>2. 后疫情的消费降级</p><p>（当然选择一家公司肯定不止看以上两点）</p><p>第一，小米的万物互联之智能家居</p><p>作为一个忠实米粉，从一个小米电视盒子开始，深深的爱上了小米，从此一发不可收拾<span></span><span>[笑哭]&nbsp;</span><span></span><span>[笑哭]&nbsp;</span>于是家里所有的电器都变成了小米， 从净水器到空气净化器，从吸尘器到电动窗帘，从路由器到电视机，配上摄像头和小爱音箱，亲手搭建了一个智能之家。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/977539e58a0260a95fb35a157c20cd89\" tg-width=\"500\" tg-height=\"977\"><span></span></p><p>这个有点像开了电动车以后就再也回不去燃油车一样，智能家居已经到来，万物互联是大势所趋。没找具体数据，但是小米的智能家居市场份额在中国是稳稳的第一宝座。</p><p>小米是国内物联网，不能说最早，但是肯定是做的最好的，随着5G的普及，未来一定是一个万物互联的世界，前途就两个字：无量！</p><p>小米现在的市值7000亿-8000亿，这个市值是港交所一家卖矿泉水公司的市值区间，不管小米有没有被低估，试问，你是否更愿意投资一家改变我们生活方式，让每个人都能享受科技乐趣的公司？I vote with my money！</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/80cf8e92d423d5de0445066938c2b98e\" tg-width=\"500\" tg-height=\"354\"><span></span></p><p>第二，小米的护城河之性价比</p><p>我看到过一份美联储的资料说，从2008到2010这三年的金融危机高峰期间，最富十分之一的美国家庭财富平均积累还是增长的，不仅没跌，反而涨了2%；而同样时间内，中等收入家庭的财富中位数缩水了39.8%；然后，收入最低的三分之一的美国人，由于基本没有剩余财富，也就无所谓财富缩水或者增值。也就是说，金融危机发生之后，美国最富和最穷阶层没怎么受到冲击，反倒是位于中间中产阶层遭遇最惨。<i>（以上资料摘自“蔡钰·商业参考）</i></p><p>2020年的疫情给中产阶级的冲击也一样，不管是在美国还是欧洲，追求性价比将是越来越多人的选择。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/70a557c203e1fc52456942cdccd077e6\" tg-width=\"720\" tg-height=\"464\"><span></span></p><p>最近的数据，小米手机在西班牙连续四个季度市场份额第一，欧洲市场占有率第三，俄罗斯第一！别说东南亚和印度了，小米所到之处所向披靡，给当地人打开了新世界，原来便宜也有好货，原来国外的东西真是香！<span></span><span>[开心]&nbsp;</span><span></span><span>[开心]&nbsp;</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8af0dec97a3c7dc4b7e2ea8bf1a2ea99\" tg-width=\"640\" tg-height=\"358\"><span></span></p><p>相信在不久的将来大部分在国内能买到的小米产品，都可以在海外买到。</p><p>小米做得最正确的一件事，就是愿意牺牲眼前的利润，用超低的价格作出良心的产品。小米不光在中国，在全球，特别是西方中产阶级的消费降级趋势中将获得巨大市场，这个应该是小米后疫情最大的红利。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a4a69e5d83deaabd992de9a5155c4c2d\" tg-width=\"675\" tg-height=\"421\"><span></span></p><p>最后，我相信小米肯定会造车，虽然被“等等看看，暂时没有”辟谣，这大概率是还没到官宣地步信息却被泄漏，小米公关怎么可能通过这种方式宣布这么大一新闻，肯定要选好时机，我们小股东就慢慢等着吧<span></span><span>[财迷]&nbsp;</span><span></span><span>[财迷]&nbsp;</span>&nbsp;</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d15fd72952ebb5201c8ad2b80f740b13\" tg-width=\"620\" tg-height=\"465\"><span></span></p><p>小米造车逻辑：<br></p><p>新能源黄金赛道+5G+万物互联+投资了小鹏+苹果也要造车？+Are you OK？= 年轻人的第一辆车！</p></body></html>","htmlText":"<html><head></head><body><p>2018年7月在老虎开了一个交易账户，开户的唯一目的，就是买<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>！可想而知，两年后股价才站上发行价<span></span><span>[捂脸]&nbsp;</span><span></span><span>[捂脸]&nbsp;</span>&nbsp;</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cfdb06f0f6154c28cfb41d32d446c10a\" tg-width=\"720\" tg-height=\"450\"><span></span></p><p>我一开始投资<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>的逻辑就是：一个做这么好产品的公司，发展前景肯定不会差！今天借着小米要造车的“谣言”分享一下我对小米的看法，这里就划两个重点：</p><p>1. 智能家居</p><p>2. 后疫情的消费降级</p><p>（当然选择一家公司肯定不止看以上两点）</p><p>第一，小米的万物互联之智能家居</p><p>作为一个忠实米粉，从一个小米电视盒子开始，深深的爱上了小米，从此一发不可收拾<span></span><span>[笑哭]&nbsp;</span><span></span><span>[笑哭]&nbsp;</span>于是家里所有的电器都变成了小米， 从净水器到空气净化器，从吸尘器到电动窗帘，从路由器到电视机，配上摄像头和小爱音箱，亲手搭建了一个智能之家。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/977539e58a0260a95fb35a157c20cd89\" tg-width=\"500\" tg-height=\"977\"><span></span></p><p>这个有点像开了电动车以后就再也回不去燃油车一样，智能家居已经到来，万物互联是大势所趋。没找具体数据，但是小米的智能家居市场份额在中国是稳稳的第一宝座。</p><p>小米是国内物联网，不能说最早，但是肯定是做的最好的，随着5G的普及，未来一定是一个万物互联的世界，前途就两个字：无量！</p><p>小米现在的市值7000亿-8000亿，这个市值是港交所一家卖矿泉水公司的市值区间，不管小米有没有被低估，试问，你是否更愿意投资一家改变我们生活方式，让每个人都能享受科技乐趣的公司？I vote with my money！</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/80cf8e92d423d5de0445066938c2b98e\" tg-width=\"500\" tg-height=\"354\"><span></span></p><p>第二，小米的护城河之性价比</p><p>我看到过一份美联储的资料说，从2008到2010这三年的金融危机高峰期间，最富十分之一的美国家庭财富平均积累还是增长的，不仅没跌，反而涨了2%；而同样时间内，中等收入家庭的财富中位数缩水了39.8%；然后，收入最低的三分之一的美国人，由于基本没有剩余财富，也就无所谓财富缩水或者增值。也就是说，金融危机发生之后，美国最富和最穷阶层没怎么受到冲击，反倒是位于中间中产阶层遭遇最惨。<i>（以上资料摘自“蔡钰·商业参考）</i></p><p>2020年的疫情给中产阶级的冲击也一样，不管是在美国还是欧洲，追求性价比将是越来越多人的选择。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/70a557c203e1fc52456942cdccd077e6\" tg-width=\"720\" tg-height=\"464\"><span></span></p><p>最近的数据，小米手机在西班牙连续四个季度市场份额第一，欧洲市场占有率第三，俄罗斯第一！别说东南亚和印度了，小米所到之处所向披靡，给当地人打开了新世界，原来便宜也有好货，原来国外的东西真是香！<span></span><span>[开心]&nbsp;</span><span></span><span>[开心]&nbsp;</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8af0dec97a3c7dc4b7e2ea8bf1a2ea99\" tg-width=\"640\" tg-height=\"358\"><span></span></p><p>相信在不久的将来大部分在国内能买到的小米产品，都可以在海外买到。</p><p>小米做得最正确的一件事，就是愿意牺牲眼前的利润，用超低的价格作出良心的产品。小米不光在中国，在全球，特别是西方中产阶级的消费降级趋势中将获得巨大市场，这个应该是小米后疫情最大的红利。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a4a69e5d83deaabd992de9a5155c4c2d\" tg-width=\"675\" tg-height=\"421\"><span></span></p><p>最后，我相信小米肯定会造车，虽然被“等等看看，暂时没有”辟谣，这大概率是还没到官宣地步信息却被泄漏，小米公关怎么可能通过这种方式宣布这么大一新闻，肯定要选好时机，我们小股东就慢慢等着吧<span></span><span>[财迷]&nbsp;</span><span></span><span>[财迷]&nbsp;</span>&nbsp;</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d15fd72952ebb5201c8ad2b80f740b13\" tg-width=\"620\" tg-height=\"465\"><span></span></p><p>小米造车逻辑：<br></p><p>新能源黄金赛道+5G+万物互联+投资了小鹏+苹果也要造车？+Are you OK？= 年轻人的第一辆车！</p></body></html>","text":"2018年7月在老虎开了一个交易账户，开户的唯一目的，就是买$小米集团-W(01810)$！可想而知，两年后股价才站上发行价[捂脸] [捂脸] 我一开始投资$小米集团-W(01810)$的逻辑就是：一个做这么好产品的公司，发展前景肯定不会差！今天借着小米要造车的“谣言”分享一下我对小米的看法，这里就划两个重点： 1. 智能家居 2. 后疫情的消费降级 （当然选择一家公司肯定不止看以上两点） 第一，小米的万物互联之智能家居 作为一个忠实米粉，从一个小米电视盒子开始，深深的爱上了小米，从此一发不可收拾[笑哭] [笑哭] 于是家里所有的电器都变成了小米， 从净水器到空气净化器，从吸尘器到电动窗帘，从路由器到电视机，配上摄像头和小爱音箱，亲手搭建了一个智能之家。 这个有点像开了电动车以后就再也回不去燃油车一样，智能家居已经到来，万物互联是大势所趋。没找具体数据，但是小米的智能家居市场份额在中国是稳稳的第一宝座。 小米是国内物联网，不能说最早，但是肯定是做的最好的，随着5G的普及，未来一定是一个万物互联的世界，前途就两个字：无量！ 小米现在的市值7000亿-8000亿，这个市值是港交所一家卖矿泉水公司的市值区间，不管小米有没有被低估，试问，你是否更愿意投资一家改变我们生活方式，让每个人都能享受科技乐趣的公司？I vote with my money！ 第二，小米的护城河之性价比 我看到过一份美联储的资料说，从2008到2010这三年的金融危机高峰期间，最富十分之一的美国家庭财富平均积累还是增长的，不仅没跌，反而涨了2%；而同样时间内，中等收入家庭的财富中位数缩水了39.8%；然后，收入最低的三分之一的美国人，由于基本没有剩余财富，也就无所谓财富缩水或者增值。也就是说，金融危机发生之后，美国最富和最穷阶层没怎么受到冲击，反倒是位于中间中产阶层遭遇最惨。（以上资料摘自“蔡钰·商业参考） 2020年的疫情给中产阶级的冲击也一样，不管是在美国还是欧洲，追求性价比将是越来越多人的选择。 最近的数据，小米手机在西班牙连续四个季度市场份额第一，欧洲市场占有率第三，俄罗斯第一！别说东南亚和印度了，小米所到之处所向披靡，给当地人打开了新世界，原来便宜也有好货，原来国外的东西真是香！[开心] [开心] 相信在不久的将来大部分在国内能买到的小米产品，都可以在海外买到。 小米做得最正确的一件事，就是愿意牺牲眼前的利润，用超低的价格作出良心的产品。小米不光在中国，在全球，特别是西方中产阶级的消费降级趋势中将获得巨大市场，这个应该是小米后疫情最大的红利。 最后，我相信小米肯定会造车，虽然被“等等看看，暂时没有”辟谣，这大概率是还没到官宣地步信息却被泄漏，小米公关怎么可能通过这种方式宣布这么大一新闻，肯定要选好时机，我们小股东就慢慢等着吧[财迷] [财迷] 小米造车逻辑： 新能源黄金赛道+5G+万物互联+投资了小鹏+苹果也要造车？+Are you OK？= 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