饭饭酱
2019-08-30
$小米集团-W(01810)$
这就是教科书式的下跌通道，太完美，太艺术了。
$阿里巴巴(BABA)$
$京东(JD)$
$拼多多(PDD)$
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Yalda
2019-08-30
Yalda
市场没有偏见，企业出了问题
Yalda
回复
蒸蛋糕
:
小米的票子从17 拿到 12 割了，看明白了，也醒了；小米已经不是当初那个敢为天下先，作用户感动，发烧的小米了，当初那个小米2s 小米Mix 全面屏的小米，迷茫了
Yalda
回复
蒸蛋糕
:
一家企业战略如此高频的更换？说好了，叫物联网敏捷；说不好听叫瞎几把折腾。
Yalda
回复
蒸蛋糕
:
还有，小米上市一年，当初路演时，给小米定位 手机 + 物联网服务。可是短短一年，小米的战略连着变了两次，第一次分拆红米（当开始，红米的战略是做低端，打荣耀，可是荣耀已经有溢价了，小米自己都刚不过荣耀；随后红米调整战略，高低搭配，小米做的，红米也做）；第二次，企业转型定位，手机 + AIoT ；
Yalda
回复
蒸蛋糕
:
雷军不知一次对外透露过，自己不想上市的想法吧？说明企业内部的节奏，还没发展到一个高市值状态。走哪家，上市公司，企业自己的创始人，CEO 说不想上市的？
Yalda
回复
蒸蛋糕
:
回归主业，就手机论手机；小米这两年有拿的出手的旗舰么？如果有请说出来？
如果分拆荣耀，小米在大陆，是一个连前五都进不了的公司，数据统计，只能放在 Others 里
小米的旗舰基本慢市场至少半年吧？
就 IoT，有多少生态企业是小米持股，有多少是雷军个人持股？
之前甚至看过一篇文章，小米的 Logo 都是雷军授权给上市主体的，看了想笑
全部6条回复
光合菌
2021-06-26
光合菌
今天有幸在港股三生制药体验了一把 [喷血]
神棍er
2019-08-30
神棍er
跟雷不群的装a技术一样 都是殿堂级的
胖虎哒哒
2019-08-30
胖虎哒哒
一浪更比一浪低
fxtch
2019-08-30
fxtch
这样的走势，是不是随后就要反转啦？
seeyou
2019-08-30
seeyou
说明抄底的韭菜实在是太多了
查看全部14条评论
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