$小米集团-W(01_老虎社区_美港股上老虎 - 老虎社区

$小米集团-W(01810)$感觉小米不受资本待见的一个很重要的原因就是护城河太浅了，任凭业绩再好，没有护城河对资本来说风险偏大

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love喵喵
2021-08-30
love喵喵
护城河是什么
- xyzrb回复sMe:
  苹果的护城河太多了
- sMe回复xyzrb:
  apple的护城河是自己的生态吧
- xyzrb:
  你可以简单理解我这个公司的优势，别的公司比不了的，很难复制的。你想想小米有啥？苹果本身也生产手机为什么说苹果护城河深。因为苹果自身品牌就是护城河。送礼你是想收到苹果还是小米？小米自身确实没有核心技术，所谓小米全家桶，IoT也一般般，所以相对来说没有绝对优势，资本认为没有足够深的护城河，所以就是说容易被复制，风险高。所以资本不待见小米。
xyzrb
2021-08-30
xyzrb
只是讨论资本，他做的事情护城河低，资本认为风险高，所以会非常谨慎。你看那些成长股，比如pltr比如unity。及时公司没有盈利，但是资本会青睐这些公司的原因是他们有很好的护城河

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