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@爱聚马良：$小米集团-W(01810)$雷总这一两个月频繁拜访/约见各大车企如比亚迪、东风、五菱、长城等，个人隐约感觉小米造车可能还是从软件系统入手，毕竟AIoT是小米的核心优势、核心壁垒。大概率先与各大车企合作（包括比亚迪、东方、五菱、长城、小鹏、蔚来、理想等），选一个爆款车型，小米智选一下，放到小米线上线下流量里面试着变现，随便跑通车AIoT，然后再未来二三年推出纯小米制造的汽车。雷军雷总创业小米早期就想做Costco模式，或者说AIoT版本的Costco（AIoT渠道商），所以小米造车智选和自造，不冲突。借力使力，成功概率更大。未来小米大概率在手机、AIoT硬件、汽车三大块销售全球第一。

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新富成颐
2021-06-20
新富成颐
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