城主字
2019-05-02
$小米集团-W(01810)$ 全世界消费级IoT（物联网）市场第一是小米，市场份额1.9%，第二、第三、第四都是世界级巨头：亚马逊（1.2%）、苹果（1%）、谷歌（0.9%）。
小米生态链的本质是什么？小米为什么要做生态链？为什么消费级IoT只有小米做成了？生态链怎样和小米产生共振，越过BAT这三座大山？
你们口中的华为lot都没有行成规模，这样一家物联网巨头，你们却一直盯着手机。
我对这事儿有想法
抛出一个观点、一种看法，虽然不一定对，也想听听虎友怎么看！
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。
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类星体
2019-05-02
类星体
又在吹牛逼。lot没前途，说白了就是个手机遥控器
米铁
回复
城主字
:
这个比喻太精妙
城主字
:
你啊，就像十年前用着功能机的时候说，智能手机没什么，就是个游戏机。
Jeff王
2019-05-02
Jeff王
我也这个想法，现在还在山顶，所以你这种话还是收回去吧
城主字
:
淡定啊，3年后你会发现，你说的山顶只是山底下的小丘。
hutaotxwd
2019-05-02
hutaotxwd
最开始我也这想法，然后亏损40%
hutaotxwd
回复
城主字
:
长期还是看涨，时间成本太高，手里只留了两成仓，，，
城主字
:
你动摇了吗？
不要套我喔很慌
2019-05-02
不要套我喔很慌
然并卵 有用的话倒是拿出银子来啊看看苹果每个季度的回购计划 派息
不要套我喔很慌
回复
城主字
:
小米值万亿好了吧 [笑哭][笑哭][笑哭]结果还破发跟乌龟一样趴着
城主字
:
投资就是投未来，苹果口口声声要转型软件服务，硬件都卖不动了，软件卖给谁？服务卖给谁？苹果是强弩之末了，是的，苹果有钱，可以回购，但是，我说的是未来，215元做空了苹果，因为215元正好万亿市值，苹果不值！
空头小王子
2019-05-02
空头小王子
我也是这个想法，然后就没有然后了
城主字
:
投资过程中，耐心和定力是基本功
遁空
2019-05-02
遁空
我之前也是因为在小米之家看到里面卖的其他的非手机设备非常喜欢，感觉小米的未来在iot，然后也是在17块入的场。然后现在惨不忍睹
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