明天大行要重新评估小_老虎社区_美港股上老虎

明天大行要重新评估小米了，手机升级做高端机，估值肯定得变。高端机一部营收5500，低端才1000；高端机最多能赚1500到2000，低端一部才赚200，差了10倍呢。 $小米集团-W(01810)$

根据高盛市场团队周三（11月5日）发布的报告，对冲基金的反馈认为，小米"至少在短期内是共识性的做空/卖出标的，因为缺乏催化剂"。报告称，工厂延期、电动汽车业务在近期促销后市场接受度不高等因素正在影响市场情绪。【小米即将于11月18日公布第三季度财报，高盛研究团队近期将小米的12个月目标价从66港元下调至56.5港元。大家这次站高盛吗？现在你觉得小米还有多大下跌空间？】

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

凌云哥
10-03
凌云哥
小米的手机谁用谁知道垃圾
- tiger20250101:
  为什么我用着挺好，k80，用了半年了，没什么缺点，2000 多要什么自行车？各种应用除了美团都很流畅，无卡顿
- 泽西校长:
  不只手机
- 存钱游乐场:
  [惊吓]我用过一段时间的小米13，感觉也还行吧
小肥狼
10-03
小肥狼
小米目标用户永远是学生和年轻人群体，注定与高端无缘
股海沉浮二十载
10-02
股海沉浮二十载
那个苹果分析师脸被打成猴屁股 [开心] [开心] [开心]
信仰充值
10-02
信仰充值
国人对小米的期望可不是高端机，60是小米的坎
WEIWEI LI
10-05
WEIWEI LI
整天碰瓷一点自信都没有，做啥高端机
风轻云淡雪飞
10-03
风轻云淡雪飞
先搞清楚什么是科技公司

发表看法

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