$小米集团-W(01_老虎社区_美港股上老虎

$小米集团-W(01810)$ 个人对港股的印象是这类远期才会真正有收益的投入，比如自研芯片，不会让港股投资者有什么心理波动，短期股价不会太受影响，或者说个人印象港股是投资者是不见兔子不撒鹰的，芯片达不到接近盈利前，不会对股价有太大支撑。不是特别明朗的预期，股价就不涨。当然这也给了我们这些有自己长期价值判断的人投资的机会。风险和收益并存。深入思考长期发展的可能性，能让我们有机会再大量机构的夹缝中有机会找到绝佳的投资机会。

另外说下自己以前做过某一细分行业的行业咨询工作，接触来看，投行对于行业研判很依赖我们那类固定的行业研究机构的信息，他们本身对资本理解很深，但对行业理解大都比较浅。

1个英伟达=20个小米！小米还有多大潜力？

近日黄仁勋与小米董事长雷军的合影流出，目前英伟达的市值大约是20个小米的体量，但小米股价也处于历史高位。【小米高位盘整，你看好股价突破吗？大家觉得小米还有多大潜力？】

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

雪国以北
05-23
雪国以北
你说要自研芯片确实可能没波动，但是成品都拿出来正式发售了，还这样跌真的莫名其妙
- 逆向分析师:
  一个是产品消息前期基本消化掉了，而技术细节（极客湾视频里的）普通人既不懂也不关心，否则也就不会那么多人大呼用台积电不是自主、基于arm不是自主、每年三十多亿就能自主的话咋搞不出光刻机、芯片能好咋做不好系统…的论调了。二是看今天资金流入流出情况，大单整体在流入而小单整体在流出，看起来就很像在低吸
- 价投扫地僧:
  大癌和港股大多不按逻辑出牌的，相当于庄家制定土规则，吸引买家
- 东门游侠:
  因为芯片出货千万前基本不可能收回成本，从财务角度来说短期会吃掉一定利润，而长期角度讲，自研芯片是否能逐步成为真正的竞争优势还有待观察。
  从舆论上自研肯定更好，从商业上实际不一定，当然我个人是比较看好，因为我一路看着小米起起伏伏，觉得小米有这个能力。但资本们不一定看好。他们还要等更明确的信号。
价投扫地僧
05-23
价投扫地僧
就是流动性问题，没人看好没人买
- 东门游侠:
  港股是有点，但这才是机会，我坚定认为中国是目前价值洼地，扛过眼前困局，以后成倍增长。
为了买米
05-24
为了买米
短期算利好出尽吧，整个发布会没有太多超预期的点！所以股价略跌一点也正常！毕竟目前股价已经透支了今年的涨幅，当然如果市场信心十足也可以透支明后年的，长期投资的话大跌就买点，大涨就卖点，底仓放着！
GreatNiu
05-24
GreatNiu
小米现在要拔估值就是全球化怎么铺开，发布新品没啥大效果，不了解小米还不了解中国人么，在国内私企做得太大没啥好果子吃，要么赢来监管要么会引发其他企业的窝里斗

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