$金山云(KC)$ _老虎社区_美港股上老虎

$金山云(KC)$ 相信大部分这票的散户都是冲着雷布斯来的，昨晚雷布斯的跨年演讲不知道大家看没看：

1、小米的战略很清楚，就是车和手机。而且车的优先级现在最高，昨晚绝大部时间都在讲车，因为50万台是一家整车厂跨进盈利线必须要经过的一道规模坎，小米现在起步还可以，但离盈利还差很远。

2、小米做AI也完全不是为了云业务，云业务在小米体系连边缘业务都算不上，顶多算个成本中心。

建议大家有钱还是多买点小米或者小米车的生态链支持雷布斯。金山云这票就是在给对冲和量化送钱，来的快，去的也快，短期赚到的终究会加倍还给机构，大家还是要坚定价值投资

周五美股金山云涨幅超20%，消息面上，11月19日，金山云宣布与小米签署新框架协议。协议中提到，金山软件未来3年的年度上限建议分别为23.10亿元、31.38亿元及40.35亿元。【小米概念股纷纷大涨，你看好金山云作为业务伙伴的增长潜力吗？现在还能否上车？】

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

白虎小星星
01-03 23:19
白虎小星星
纯忽悠
唤唤霸霸
01-03 20:33
唤唤霸霸
继续吠

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