洛凡LF
2019-06-19
$小米集团-W(01810)$ 搞事！
唉，为什么不是对科研投入50亿呢？
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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649940d2
2019-06-19
649940d2
研发没有性价比，对于上市的小米集团不会轻易去投入，比如手机方面，按照去年的比例国产手机出货70-80%是线下～小米肯定是想要强化线下渠道对抗其他几家，不过等小米把线下渠道搭好了，估计其他几家又玩处其他新花样了，小米受性价比牵制导致现在线上线下都被友商超越后处于被动状态～长期看好互联网和智能家居，手机长期看空，现在除了价格，技术、渠道等等差距越拉越大
(〜￣▽￣)〜
649940d2
回复
蒸蛋糕
:
提出这个扩展渠道50亿其实是早晚的事儿，2017年底说的10个季度重回国内第一已经凉了，就像说让首日投资者翻倍赚和市值等于苹果*腾讯一样不靠谱，有些东西不是喊口号那么简单，你动嘴，人家动手，最后还是被打趴下～只能说希望未来来点实在的吧，别被别人牵着走
(〜￣▽￣)〜
649940d2
回复
洛凡LF
:
只怕其他家或者社会大环境不给这个慢慢走的过程，你看看华为和中兴同样受制裁命运却完全不同就知道了，靠自己更稳定，靠别人不一定什么时候就要被卡脖子了
(〜￣▽￣)〜
649940d2
回复
蒸蛋糕
:
你说的是线上？现在小米手机方面在国内不行了，线上也只是618还可以，但是要注意到，OPPO拆分成了3个品牌卖，小米还是一个
(〜￣▽￣)〜
洛凡LF
回复
蒸蛋糕
:
市场占有率越来越高，涨幅很大
蒸蛋糕
:
今年目前卖的最不好的应该是ov吧
全部6条回复
押大还是押小
2019-06-19
押大还是押小
你可以去当小米高管了！
火箭发射员
:
[龇牙]长期看好
洛凡LF
回复
押大还是押小
:
兄弟，越来越佩服你了！但是生病中，我不是很舒服，就不能多说了 [爱你]
押大还是押小
回复
洛凡LF
:
公司的价值取决于能不能赚钱，能不能造出人民喜欢的产品，小米目前没看到走下坡路的迹象，口碑也不错，产品也不错，虽然股票被套了，但我坚持持有
洛凡LF
回复
押大还是押小
:
[爱你]说的有理！现在小米往制造商的道路越走越远，也不知道对股票的长远影响
押大还是押小
:
木桶理论
全部7条回复
客服让我换个名
2019-06-19
客服让我换个名
我觉着估计是为了加上他们全系产品的保障吧
洛凡LF
回复
客服让我换个名
:
对苹果来说，钱太好赚了，转型反而更加困难
客服让我换个名
回复
洛凡LF
:
我之所以入小米没入苹果的原因也是这个了，都在做手机，在现在这个时代，特别是5g时代，小米在挣扎转型，做全套智能家居，苹果还特么出个苹果电视都难产，出个车造了势就屁都没了
洛凡LF
:
制造商版超级生态系统，希望后续不要被拖累
聂大侠
2019-06-19
聂大侠
之前就说过在AIOT上投入100亿美金，现在在渠道上增加投入，整体逻辑：强化iot入口和ai研发能力，加上线上高效获客渠道，现在是补齐线下渠道
尊敬的陈老师
2019-06-19
尊敬的陈老师
性价比员工 要什么自行车
洛凡LF
:
[捂脸]
海滨z仲夏夜
2019-06-19
海滨z仲夏夜
木桶理论，厉害了
查看全部27条评论
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