$小米集團-W(01_老虎社区_美港股上老虎

左右摇摆的韭菜

2020-08-25

$小米集團-W(01810)$虽然生态链产品众多，却都是些买回家20年用不坏的玩意，一锤子买卖，单品重复消费率低，用户LTV差美团$美團點評-W(03690)$太多太多。

哥们每周都给美团$美團點評-W(03690)$贡献上百RMB外卖抽成收入，美团在一个财年里，能从我这薅走5200～10000rmb纯收入，没什么成本，我还给得心服口服。

反观小米，一年一款手机，我花5000rmb，按综合利润率5%算，小米只从我这里薅走250rmb利润，其它小米生态链产品购买太随机，忽略不计。

美团不出国的上限是万亿美金，小米不出国的上限就是千亿美金。

但是小米出国，全球化。所以按人口基数加成5倍，5000亿美金。

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。

精彩评论

Meedly
2020-08-26
Meedly
硬件只是增加粘性，让你使用app，利润都是从app广告，会员，分发。金融获利，你不能保证天天吃外卖，但是你要天天打开手机对不对？
- 我有1个小目标:
  我就天天吃外卖，哈哈
- 左右摇摆的韭菜:
  小米手机用户季度ARPU只有10块，年化也就40块，和外卖抽成相比，毕竟有数量级的区别。
xigongwl
2020-08-25
xigongwl
最近升的挺多了，跑了7成，留了3成。小米的财报估计好坏都是跌，雷老板得罪太多人，还干打雷不下雨，估计好多人都把小米的回购计划忘了，小米愣是只发公告一毛钱都不回购
- 左右摇摆的韭菜:
  对啊，说好的回购呢？不管不问了
樱木2
2020-08-25
樱木2
忽视了互联网属性！小米电视影视会员299一年，儿童会员299一年，电视存量基数越来越大，广告收入，会员收入越来越多
- 左右摇摆的韭菜:
  还有小米云服务会员之类的，这些的共同问题是会员转化率低，比广告收入都差远了。另外，电视会员收入一半贡献给广电，一半贡献给爱奇艺，留存给小米集团 $小米集團-W(01810)$ 的利润少得可怜。
价值投资为王
2020-08-25
价值投资为王
是的

发表看法

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