$小米集团-W(01_老虎社区_美港股上老虎 - 老虎社区

$小米集团-W(01810)$小米也快达到我预估的千亿美金了，这时候却让我有点困惑。以目前小米的增长来说，未来年利润200亿问题不大，给个PE40倍差不多8000亿人民币吧。但后续的发展似乎有点瓶颈，手机行业即使做到全球第一也是个红海市场逐渐走下坡路了。而且小米的互联网业务迟迟没有起色，这样长期来看40倍PE是支撑不住的，成长性目前来看不是很足。接下来小米怎么走呢？很是困惑。

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

Scrona
2020-12-17
Scrona
小米未来的想象空间在于小米智能家居，也是利润的主要来源
- 左小左回复Scrona:
  互联网边际成本低。小米就吃亏在不像苹果一样拥有自己的app store
- Scrona回复左小左:
  我觉得互联网行业给的几百倍估值真的过分了。
- Scrona回复左小左:
  确实，苹果这种软件服务已经几乎无敌的硬件公司也就是38倍pe而已。
- 左小左:
  硬件资本市场给得PE一直不高，A股的美的也就20多倍。
爱三分
2020-12-16
爱三分
手机第一，带动AIoT，互联网业务自然生长，还有造芯计划。这四件事做好，3000亿美金市值
汉堡__chen__GI
2020-12-16
汉堡__chen__GI
智能家局就想IOS當你習慣了。有多台設備你就很難在換
Daytime
2020-12-16
Daytime
以手机为入口，流量随之而来
iO
2020-12-16
iO
IoT

发表看法

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4

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