非典风格
02-02
$小米集团-W(01810)$
车又起火了，明天股价够呛，这车是真不争气啊。
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eboy
02-02
eboy
你没发现小米下跌和车没关系吗？主要就是内存涨价的逻辑
非典风格
:
你不看财报？2025年财报全靠小米车做贡献，你跟我说和车没关系？手机和家电都萎缩，这是整个行业问题，但不至于影响股价，车才是要命的，车不行就是个吞金兽，会吃掉现金流，再就是小米放弃轻资产策略，自建超级工厂生产家电，这种重资产模式将会让小米价值重估，如果市场按家电行业去定位小米，小米股价就会朝十几二十元去看齐了。
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