梦想2201
2019-08-06
$小米集团-W(01810)$
二季度手机市场报告，小米手机的危机很重。
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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美好的事情马上发生
2019-08-06
美好的事情马上发生
国内真难，毕竟某为口碑被建立起来了。小米一直被黑，想起来估计难。只能重点发展海外市场了
太平洋飞鱼
回复
梦想2201
:
雷布斯的商业逻辑是，手机不要利润，各种智能家居不要利润，而是通过用户使用数据挖掘盈利
梦想2201
:
只能发展印度等低端市场，平均价格只有700元，盈利不行，资本市场不看好
太平洋飞鱼
2019-08-06
太平洋飞鱼
华为就是一个祸害，低能高价，然后通过各种手段打压竞争对手，包括三星，苹果，小米，OV，魅族
梦想2201
:
这么大的企业，必然是内部出问题才会土崩瓦解。98亿主要是对内部士气的打击，员工还有积极性吗？
太平洋飞鱼
回复
梦想2201
:
98亿是上市前的激励，这个跟股价没关系
梦想2201
:
雷军那98亿的时候，可是一点都不手软。上个月又发了17亿股票，不知道是不是发给雷大善人。然后给每个员工1千股，能不离心离德吗？
太平洋飞鱼
回复
太平洋飞鱼
:
虽然作为小米几十件产品的用户(不是米粉，有一小部分产品不怎么样，第三方)，大多数产品物美价廉，带来了便利，因为用了它的产品，所以看好它，最后买了它的股票，但作为投资人损失过半，伤心。产品还会买，如果不能和美国🇺🇸达成贸易协议，国内的经商环境不变，股票是没有出路的
太平洋飞鱼
回复
梦想2201
:
更蠢的是，上市前还承诺硬件不超5%的利润，以后都没法掉头，感觉雷布斯是绿林好汉，不适合做商业，情怀太重，目前的成功是抓住了风口。另外，在国内宣传环境下，媒体的力量巨大，我发现网易全是黑小米，捧华为，不知咋回事，我感觉无论硬件软件都是小米远远强过华为，而且价格差了一两千，奇怪😳
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美好的事情马上发生
2019-08-06
美好的事情马上发生
还是全球第四
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