招财树
2021-11-05
苹果有自己的芯片，自己的系统。小米是代工厂，即使销量拿第一，利润率也相差很远。而且护城河不深，会很短暂！
小米官宣：3年内掀翻苹果 登上全球第一！
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niubikele
2021-11-05
niubikele
戴森有自己的技术，有自己的品牌，股票你买么？腾讯有啥自己的技术，阿里有啥自己的技术？
niubikele
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招财树
:
嗯，你觉得怎么样25年前，亚马逊刚开始干的时候，那个时间商业的护城河是什么？亚马逊在干什么？20年前阿里腾讯刚开始干的时候，商业护城河是什么？阿里腾讯在干什么？10年前，百度如日中天的时候，百度的护城河是什么？百度当时在干什么？为什么现在不行了？今时今日，除了逼空的原因外，为什么特斯拉涨的这么快？这个世界有面向未来水电煤气的公司，也有面向现在水电煤气的公司，整合资源是能力，战略方向也是
招财树
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招财树
:
我的小你股票亏30%，雷老板说的翻倍不知道要什么时候去了。
招财树
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niubikele
:
哈哈，我也是个半罐水，个人觉得小米没核心竞争力。主要是资源整合。 苹果利润率太高了，占据了手机市场75%的利润。 他的cpu什么都是自己设计的，系统也是独立的生态链。一些核心技术都是把人家公司买下来了。
niubikele
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招财树
:
愿闻其详
招财树
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niubikele
:
一个是做服务，一个是做核心技术。
全部7条回复
老头子
2021-11-05
老头子
苹果以前也没自己的芯片，荣耀用的也是高通芯片，微软也没自己芯片，因特尔自己造芯片比不过AMD交给台积电代工，企业竞争力看的是综合实力，跟单一因素关系不大。
躺着赚钱余
2021-11-05
躺着赚钱余
小米成立才10年左右，给它点时间。
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