怎么还不涨
11-20 11:14
$小米集团-W(01810)$
从小米汽车到全品类家电，从国内到海外，它这套人车家全生态的玩法，在全球都找不出第二家。三条线一起跑，未来的想象空间算是打开了
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。
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亿千
11-20 11:49
亿千
小米这波的高估值是汽车给的. 现在汽车是一个负面新闻. 我觉得小米会被机构卖出到30以下的位置. 甚至25.
金语良言
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亿千
:
20港币再抄底也不晚
亿千
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雪国以北
:
一个在英伟达和amd之间选择都能选择对的人，需要少用自己的膝盖发言. 小米的订车排队是产能问题，不是市场需求. 今天退订风波这逼样，还觉得市场需求好？ 他55时，我喊35. 现在机构这个尿性，港股在下杀，跌到30不正常？
雪国以北
:
离谱，本来小米汽车产能就不够，导致爆单，甚至二手车能加价卖。结果陷入舆论了，无非就是订车排队的人少了，你指着一个被买的一辆现货都没有的车说不行。你不如指望着有现货的车企跌到负数吧。
么么哒121
11-20 15:14
么么哒121
在我看来真的没有想象空间，舍不得投入，研发投入太少了，没有护城河，所谓的人车家文字游戏，大部分功能车企 app 不同手机不同车可以做到，不需要那么强的联动，关键的产品力不过关，玩一堆文字游戏没啥用，包括财报利润率，在营销上面无人能敌，财报也可能玩，利润前置，折旧，订单提前计入，等等，会计法我不懂，但是小米绝对会玩这种技法。
杀不死的水熊虫
11-20 12:14
杀不死的水熊虫
全生态链很难玩的，而且都是在红海产业，想象空间是很好的，但是没考虑竞争这个最大的因子，就连**都不敢说做全生态
钞能感应赚一个亿
11-20 12:33
钞能感应赚一个亿
小米应该会促进广告法的进步。正是一个法律骊威的好时候，
勇敢牛牛牛
11-20 11:32
勇敢牛牛牛
还得跌50%
金语良言
:
会跌破20的。
股神轩
:
那还不如让它倒闭吧[笑哭]
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