$小米集团-W(01_老虎社区_美港股上老虎

$小米集团-W(01810)$小米集团 1万亿人民币市值 2000亿现金 8000亿市值，明年即使考虑到存储涨价对手机毛利有一些影响，500亿不是什么难事儿，16PE妥妥的。小米方法论+雷军这个价便宜了，又到击球区。

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

微笑向暖
11-07 15:46
微笑向暖
雷总不是说了吗，他8元抄的底，大概率又再高位买了大量的做空期权做对冲

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":497618675368184,"tweetId":"497618675368184","gmtCreate":1762496952685,"gmtModify":1762498408595,"author":{"id":9000000000000220,"idStr":"9000000000000220","authorId":9000000000000220,"authorIdStr":"9000000000000220","name":"沙漠追光大海逐风","avatar":"https://static.tigerbbs.com/e30b7f24ce0a6599dcdfa3567f958dea","vip":8,"userType":8,"introduction":"运营账号","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":160,"starInvestorFlag":false},"themes":[{"themeId":"fe73caf830c74f2398234c4509a8d6be","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"小米已成“共识做空标的”！你是站多or空？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":fe73caf830c74f2398234c4509a8d6be}&rnconfig={\"headerBarHidden\": true}","description":"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？】","image":"https://static.tigerbbs.com/fb90d1b4f1a8b0a88ae54cc023ee3b57"}],"images":[],"coverImages":[],"html":"<html><head></head><body> <a data-mention-id=\"01810\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"小米集团-W\" target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>小米集团 1万亿人民币市值 2000亿现金 8000亿市值， 明年即使考虑到存储涨价对手机毛利有一些影响，500亿不是什么难事儿，16PE妥妥的。小米方法论+雷军 这个价便宜了，又到击球区。</body></html>","htmlText":"<html><head></head><body> <a data-mention-id=\"01810\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"小米集团-W\" target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>小米集团 1万亿人民币市值 2000亿现金 8000亿市值， 明年即使考虑到存储涨价对手机毛利有一些影响，500亿不是什么难事儿，16PE妥妥的。小米方法论+雷军 这个价便宜了，又到击球区。</body></html>","text":"$小米集团-W(01810)$小米集团 1万亿人民币市值 2000亿现金 8000亿市值， 明年即使考虑到存储涨价对手机毛利有一些影响，500亿不是什么难事儿，16PE妥妥的。小米方法论+雷军 这个价便宜了，又到击球区。","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/497618675368184","repostId":0,"isVote":1,"tweetType":1,"viewCount":1667,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["01810","XIACY"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":true,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":176,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":497575695631232,"commentId":"497575695631232","gmtCreate":1762501576409,"gmtModify":1762502232633,"authorId":4204230179676252,"author":{"id":4204230179676252,"idStr":"4204230179676252","authorId":4204230179676252,"name":"微笑 向暖","avatar":"https://static.tigerbbs.com/d44c1251421a313d62364f478b7d89a9","vip":1,"crmLevel":5,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":497618675368184,"objectIdStr":"497618675368184","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"雷总不是说了吗 ，他8元 抄的底，大概率 又再高位 买了大量的做空期权 做对冲","text":"雷总不是说了吗 ，他8元 抄的底，大概率 又再高位 买了大量的做空期权 做对冲","html":"雷总不是说了吗 ，他8元 抄的底，大概率 又再高位 买了大量的做空期权 做对冲","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/497618675368184"}