寡文
2020-05-16
$小米集团-W(01810)$
前几天为了出金先下车了 之前没弄明白为啥涨 现在终于搞懂了 其实说白了就是hw被打压 首先受益的就是小米 除非高通被中国政府制裁 不然小米今年出货量起码要涨个两千万台了
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T0000022311
2020-05-17
T0000022311
美国佬真敢搞华为，中国这边就敢搞美企，谁怕谁啊。
T0000022311
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寡文
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在凉凉也不能一直这样让人捏着蛋啊，隔一阵捏一下，换谁都受不了。所以还是需要自己造。
寡文
:
如果全面大家高通的话 中国这边受伤远大于美国 ovm中兴联想都要凉凉 最多也就是在中国市场禁用
水水_0674
2020-05-17
水水_0674
想多了，hw真受制裁变数太大 [冷漠]
水水_0674
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寡文
:
国家级大局势恶化的话，影响基本面就不是那么简单了
什么也没有了～
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