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JEFF93
2022-12-01
$建发物业(02156)$
国企高品质物管公司,每年稳定增长,母公司建发国际这几年销售又很猛,因为做中高端楼盘物管费也不错,房屋质量也好,看好市值到100亿港币。现在市面上能够不忘服务品质的物业公司不多了
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[财迷]
JEFF93
2020-07-09
重新回顾下5月20号的判断,一路走来经历了很多波段,也在下跌时坚定加仓。中国的未来还是得依靠制造业,而我们,将和小米一起见证伟大的复苏。
JEFF93
2020-05-20
$小米集团-W(01810)$
小米现在的问题与机会:1)品牌升级迫在眉睫,高端品牌类似于苹果降维打击容易,但性价比升级是很难的一件事,这次米10的尝试也遇到了种种问题,如果雷布斯能带领小米像多年前的华为一样升级高端,那么未来的小米将能有效提升研发投入,实现正循环。2)智能家居目前来看还存在诸多的痛点,入门门槛高、语音控制鸡肋等等,且华为苹果也开始入局,小米虽然有先发优势,但未来还需要再做提升,需要更深的护城河。3)决定小米在2级市场上给投资人的印象关键在于,这是一家硬件公司or这是一家以硬件“交个朋友”的互联网公司。这次2020Q1,互联网收入占比超过10%是一个利好,小米的《硬件交朋友->生态->互联网高毛利变现》的逻辑才有可能走通,避免落入硬件公司低估值的陷阱。未来有很多不确定性,但唯一值得相信的事雷布斯对于国产硬件的坚持与梦想,困难有很多,希望朋友们都能拿住,见证下一个大牛股出现。
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target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>小米现在的问题与机会:1)品牌升级迫在眉睫,高端品牌类似于苹果降维打击容易,但性价比升级是很难的一件事,这次米10的尝试也遇到了种种问题,如果雷布斯能带领小米像多年前的华为一样升级高端,那么未来的小米将能有效提升研发投入,实现正循环。2)智能家居目前来看还存在诸多的痛点,入门门槛高、语音控制鸡肋等等,且华为苹果也开始入局,小米虽然有先发优势,但未来还需要再做提升,需要更深的护城河。3)决定小米在2级市场上给投资人的印象关键在于,这是一家硬件公司or这是一家以硬件“交个朋友”的互联网公司。这次2020Q1,互联网收入占比超过10%是一个利好,小米的《硬件交朋友->生态->互联网高毛利变现》的逻辑才有可能走通,避免落入硬件公司低估值的陷阱。未来有很多不确定性,但唯一值得相信的事雷布斯对于国产硬件的坚持与梦想,困难有很多,希望朋友们都能拿住,见证下一个大牛股出现。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>小米现在的问题与机会:1)品牌升级迫在眉睫,高端品牌类似于苹果降维打击容易,但性价比升级是很难的一件事,这次米10的尝试也遇到了种种问题,如果雷布斯能带领小米像多年前的华为一样升级高端,那么未来的小米将能有效提升研发投入,实现正循环。2)智能家居目前来看还存在诸多的痛点,入门门槛高、语音控制鸡肋等等,且华为苹果也开始入局,小米虽然有先发优势,但未来还需要再做提升,需要更深的护城河。3)决定小米在2级市场上给投资人的印象关键在于,这是一家硬件公司or这是一家以硬件“交个朋友”的互联网公司。这次2020Q1,互联网收入占比超过10%是一个利好,小米的《硬件交朋友->生态->互联网高毛利变现》的逻辑才有可能走通,避免落入硬件公司低估值的陷阱。未来有很多不确定性,但唯一值得相信的事雷布斯对于国产硬件的坚持与梦想,困难有很多,希望朋友们都能拿住,见证下一个大牛股出现。","text":"$小米集团-W(01810)$小米现在的问题与机会:1)品牌升级迫在眉睫,高端品牌类似于苹果降维打击容易,但性价比升级是很难的一件事,这次米10的尝试也遇到了种种问题,如果雷布斯能带领小米像多年前的华为一样升级高端,那么未来的小米将能有效提升研发投入,实现正循环。2)智能家居目前来看还存在诸多的痛点,入门门槛高、语音控制鸡肋等等,且华为苹果也开始入局,小米虽然有先发优势,但未来还需要再做提升,需要更深的护城河。3)决定小米在2级市场上给投资人的印象关键在于,这是一家硬件公司or这是一家以硬件“交个朋友”的互联网公司。这次2020Q1,互联网收入占比超过10%是一个利好,小米的《硬件交朋友->生态->互联网高毛利变现》的逻辑才有可能走通,避免落入硬件公司低估值的陷阱。未来有很多不确定性,但唯一值得相信的事雷布斯对于国产硬件的坚持与梦想,困难有很多,希望朋友们都能拿住,见证下一个大牛股出现。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/959527366","isVote":1,"tweetType":1,"viewCount":4086,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","authorIdStr":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心!如果您想创作优质文章,请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心!如果您想创作优质文章,请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心!如果您想创作优质文章,请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":620498105,"gmtCreate":1669886522107,"gmtModify":1669886670107,"author":{"id":"3500331493662668","authorId":"3500331493662668","authorIdStr":"3500331493662668","name":"JEFF93","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3500331493662668"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02156\">$建发物业(02156)$ </a>国企高品质物管公司,每年稳定增长,母公司建发国际这几年销售又很猛,因为做中高端楼盘物管费也不错,房屋质量也好,看好市值到100亿港币。现在市面上能够不忘服务品质的物业公司不多了<a href=\"\">[开心] </a><a href=\"\">[财迷] </a>","listText":"<a href=\"https://laohu8.com/S/02156\">$建发物业(02156)$ </a>国企高品质物管公司,每年稳定增长,母公司建发国际这几年销售又很猛,因为做中高端楼盘物管费也不错,房屋质量也好,看好市值到100亿港币。现在市面上能够不忘服务品质的物业公司不多了<a href=\"\">[开心] </a><a href=\"\">[财迷] </a>","text":"$建发物业(02156)$ 国企高品质物管公司,每年稳定增长,母公司建发国际这几年销售又很猛,因为做中高端楼盘物管费也不错,房屋质量也好,看好市值到100亿港币。现在市面上能够不忘服务品质的物业公司不多了[开心] [财迷] ","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/620498105","isVote":1,"tweetType":1,"viewCount":1261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":949434883,"gmtCreate":1594292673042,"gmtModify":1704204967023,"author":{"id":"3500331493662668","authorId":"3500331493662668","authorIdStr":"3500331493662668","name":"JEFF93","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3500331493662668"},"themes":[],"htmlText":"重新回顾下5月20号的判断,一路走来经历了很多波段,也在下跌时坚定加仓。中国的未来还是得依靠制造业,而我们,将和小米一起见证伟大的复苏。","listText":"重新回顾下5月20号的判断,一路走来经历了很多波段,也在下跌时坚定加仓。中国的未来还是得依靠制造业,而我们,将和小米一起见证伟大的复苏。","text":"重新回顾下5月20号的判断,一路走来经历了很多波段,也在下跌时坚定加仓。中国的未来还是得依靠制造业,而我们,将和小米一起见证伟大的复苏。","images":[{"img":"https://static.tigerbbs.com/54f518e04aa2b7df35ecadc52638b366","width":"828","height":"1792"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/949434883","isVote":1,"tweetType":1,"viewCount":1598,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}