LLLin峰
2020-03-11
$小米集团-W(01810)$
哎，以后要冷静一点，抛开信仰，可能小米真的只值400亿......毕竟炒股不能站在自己的角度考虑问题
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niubikele
2020-03-11
niubikele
你为啥觉得小米值400亿？
niubikele
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吕健
:
其实荣耀线上已经第一了，手机争夺战我预计最多还有3到5年的战斗，短的话，可能21年底22年中就会结束战斗，像当初的联想一样，一统一个没有多大油水的江湖，谁的资产重，谁到时候吃亏
niubikele
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LLLin峰
:
但是你对小米价值的估计为什么不是200，或者500，1000？这是个有趣的问题，到底估值的怎么看，公司价值落在什么区间是合理的
吕健
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LLLin峰
:
小米线上占比最多，这次疫情会抢占市场份额，所以是个机会
LLLin峰
:
就现在小米手机的定位，竞争对手太对了华为ov等，而且最气人的是有很多人无脑鄙视小米，所以小米手机现在很难有市场增长，这也不是我说的.......有国外分析师说的，在就米家，大家都知道小米东西好，但是宣传力度还远远不能和淘宝京东比.......
当然你这只是我个人看法
什么也没有了～
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