$小米集团-W(01_老虎社区_美港股上老虎 - 老虎社区

$小米集团-W(01810)$消费电子怎么说受疫情影响也不会大过航空，旅游，餐饮。更不用说小米本来就是线上业务大过线下，还受惠5G换代元年，甚至受益华为在海外的被打压和OV的策略失误，19年业绩也靓丽，还有公司的大手笔回购支撑。

但是股价从高位回落3成且毫无挣扎力度，对比其他行业空头，真的是非常的过度疲弱了。难道纯粹因为1，2季度业绩预期吗？

有点疑惑，有点焦虑。。。

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

梦回大宋
2020-04-20
梦回大宋
餐饮，旅游，制造都是劳动密集型产业，这些从业者大范围失业，导致没有收入，吃饭第一吧。其它消费一定会受到影响的。小米手机销量主要集中在中低端产品，销售肯定大幅走低，经销商们都不提货，库房里配件堆积如山，所以小米高层们最先知道马上就是狂风暴雨了，迅速减持，把钱放在兜里才安全，否则十年白干。接下来小米能不能活下去都不好说。
- JavenD:
  我仔细研究过小米，他的模式没那么简单。疫情过后他可以活下去，而且会活的很好，不然我也不会下重注。唯一的困惑就是林斌和晨兴的减持。高瓴资本投资的企业在二级上市之后通常还会持有相当长的时间，这或许是投资的一种差距
特靠普777
2020-04-20
特靠普777
漏了一点，大股东大笔减持，他们难道比你傻。
- JavenD:
  嗯，这也是我最奇怪的一点，林斌和晨兴是什么原因做大手笔减持？
  他们肯定比我聪明多了，但减持很多原因，大股东减持甚至清仓后后持续上涨的企业也多的是
社区成长助手
2020-04-20
社区成长助手
终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引
亿财纷呈
2020-04-20
亿财纷呈
有猫腻 [思考]
话题虎
2020-04-21
话题虎
[强]

发表看法

7

3

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":926731136,"tweetId":"926731136","gmtCreate":1587353732825,"gmtModify":1704363761206,"author":{"id":3544701737580379,"idStr":"3544701737580379","authorId":3544701737580379,"authorIdStr":"3544701737580379","name":"JavenD","avatar":"https://static.tigerbbs.com/9b51c28d99110027d69a15a388f4312d","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":5,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p><a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>消费电子怎么说受疫情影响也不会大过航空，旅游，餐饮。更不用说小米本来就是线上业务大过线下，还受惠5G换代元年，甚至受益华为在海外的被打压和OV的策略失误，19年业绩也靓丽，还有公司的大手笔回购支撑。</p><p>但是股价从高位回落3成且毫无挣扎力度，对比其他行业空头，真的是非常的过度疲弱了。难道纯粹因为1，2季度业绩预期吗？</p><p>有点疑惑，有点焦虑。。。</p></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>消费电子怎么说受疫情影响也不会大过航空，旅游，餐饮。更不用说小米本来就是线上业务大过线下，还受惠5G换代元年，甚至受益华为在海外的被打压和OV的策略失误，19年业绩也靓丽，还有公司的大手笔回购支撑。</p><p>但是股价从高位回落3成且毫无挣扎力度，对比其他行业空头，真的是非常的过度疲弱了。难道纯粹因为1，2季度业绩预期吗？</p><p>有点疑惑，有点焦虑。。。</p></body></html>","text":"$小米集团-W(01810)$消费电子怎么说受疫情影响也不会大过航空，旅游，餐饮。更不用说小米本来就是线上业务大过线下，还受惠5G换代元年，甚至受益华为在海外的被打压和OV的策略失误，19年业绩也靓丽，还有公司的大手笔回购支撑。 但是股价从高位回落3成且毫无挣扎力度，对比其他行业空头，真的是非常的过度疲弱了。难道纯粹因为1，2季度业绩预期吗？ 有点疑惑，有点焦虑。。。","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":7,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/926731136","repostId":0,"isVote":1,"tweetType":1,"viewCount":4840,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["01810"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":329,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":2357664,"commentId":"2357664","gmtCreate":1587383604407,"gmtModify":1587383604407,"authorId":3547015017327439,"author":{"id":3547015017327439,"idStr":"3547015017327439","authorId":3547015017327439,"name":"梦回大宋","avatar":"https://static.tigerbbs.com/38d9d50afe5a1206d46949835fa63b5e","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":926731136,"objectIdStr":"926731136","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"餐饮，旅游，制造都是劳动密集型产业，这些从业者大范围失业，导致没有收入，吃饭第一吧。其它消费一定会受到影响的。小米手机销量主要集中在中低端产品，销售肯定大幅走低，经销商们都不提货，库房里配件堆积如山，所以小米高层们最先知道马上就是狂风暴雨了，迅速减持，把钱放在兜里才安全，否则十年白干。接下来小米能不能活下去都不好说。","text":"餐饮，旅游，制造都是劳动密集型产业，这些从业者大范围失业，导致没有收入，吃饭第一吧。其它消费一定会受到影响的。小米手机销量主要集中在中低端产品，销售肯定大幅走低，经销商们都不提货，库房里配件堆积如山，所以小米高层们最先知道马上就是狂风暴雨了，迅速减持，把钱放在兜里才安全，否则十年白干。接下来小米能不能活下去都不好说。","html":"餐饮，旅游，制造都是劳动密集型产业，这些从业者大范围失业，导致没有收入，吃饭第一吧。其它消费一定会受到影响的。小米手机销量主要集中在中低端产品，销售肯定大幅走低，经销商们都不提货，库房里配件堆积如山，所以小米高层们最先知道马上就是狂风暴雨了，迅速减持，把钱放在兜里才安全，否则十年白干。接下来小米能不能活下去都不好说。","likeSize":0,"commentSize":1,"subComments":[{"id":2357767,"commentId":"2357767","gmtCreate":1587384472641,"gmtModify":1587384472641,"authorId":3544701737580379,"author":{"id":3544701737580379,"idStr":"3544701737580379","authorId":3544701737580379,"name":"JavenD","avatar":"https://static.tigerbbs.com/9b51c28d99110027d69a15a388f4312d","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":926731136,"objectIdStr":"926731136","type":1,"supId":2357664,"supIdStr":"2357664","prevId":0,"prevIdStr":"0","content":"我仔细研究过小米，他的模式没那么简单。疫情过后他可以活下去，而且会活的很好，不然我也不会下重注。唯一的困惑就是林斌和晨兴的减持。高瓴资本投资的企业在二级上市之后通常还会持有相当长的时间，这或许是投资的一种差距","text":"我仔细研究过小米，他的模式没那么简单。疫情过后他可以活下去，而且会活的很好，不然我也不会下重注。唯一的困惑就是林斌和晨兴的减持。高瓴资本投资的企业在二级上市之后通常还会持有相当长的时间，这或许是投资的一种差距","html":"我仔细研究过小米，他的模式没那么简单。疫情过后他可以活下去，而且会活的很好，不然我也不会下重注。唯一的困惑就是林斌和晨兴的减持。高瓴资本投资的企业在二级上市之后通常还会持有相当长的时间，这或许是投资的一种差距","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":2356618,"commentId":"2356618","gmtCreate":1587369942062,"gmtModify":1587369942062,"authorId":3523684433163381,"author":{"id":3523684433163381,"idStr":"3523684433163381","authorId":3523684433163381,"name":"特靠普777","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":926731136,"objectIdStr":"926731136","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"漏了一点，大股东大笔减持，他们难道比你傻。","text":"漏了一点，大股东大笔减持，他们难道比你傻。","html":"漏了一点，大股东大笔减持，他们难道比你傻。","likeSize":0,"commentSize":1,"subComments":[{"id":2356892,"commentId":"2356892","gmtCreate":1587373649379,"gmtModify":1587373649379,"authorId":3544701737580379,"author":{"id":3544701737580379,"idStr":"3544701737580379","authorId":3544701737580379,"name":"JavenD","avatar":"https://static.tigerbbs.com/9b51c28d99110027d69a15a388f4312d","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":926731136,"objectIdStr":"926731136","type":1,"supId":2356618,"supIdStr":"2356618","prevId":0,"prevIdStr":"0","content":"嗯，这也是我最奇怪的一点，林斌和晨兴是什么原因做大手笔减持？<br>\n他们肯定比我聪明多了，但减持很多原因，大股东减持甚至清仓后后持续上涨的企业也多的是","text":"嗯，这也是我最奇怪的一点，林斌和晨兴是什么原因做大手笔减持？<br>\n他们肯定比我聪明多了，但减持很多原因，大股东减持甚至清仓后后持续上涨的企业也多的是","html":"嗯，这也是我最奇怪的一点，林斌和晨兴是什么原因做大手笔减持？<br>\n他们肯定比我聪明多了，但减持很多原因，大股东减持甚至清仓后后持续上涨的企业也多的是","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":2356144,"commentId":"2356144","gmtCreate":1587353770720,"gmtModify":1587353770720,"authorId":3527667803686145,"author":{"id":3527667803686145,"idStr":"3527667803686145","authorId":3527667803686145,"name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":926731136,"objectIdStr":"926731136","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看<a href=\"https://laohu8.com/TW/934879903\">老虎社区创作指引</a>","text":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看<a href=\"https://laohu8.com/TW/934879903\">老虎社区创作指引</a>","html":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看<a href=\"https://laohu8.com/TW/934879903\">老虎社区创作指引</a>","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":2356272,"commentId":"2356272","gmtCreate":1587358321169,"gmtModify":1587358321169,"authorId":3494903472238713,"author":{"id":3494903472238713,"idStr":"3494903472238713","authorId":3494903472238713,"name":"亿财纷呈","avatar":"https://static.tigerbbs.com/55429af791805780e75a66f308daf4c1","vip":1,"crmLevel":2,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":926731136,"objectIdStr":"926731136","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"有猫腻 [思考]","text":"有猫腻 [思考]","html":"有猫腻 [思考]","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":2361305,"commentId":"2361305","gmtCreate":1587443901829,"gmtModify":1587443901829,"authorId":3502767768442965,"author":{"id":3502767768442965,"idStr":"3502767768442965","authorId":3502767768442965,"name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","vip":4,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":926731136,"objectIdStr":"926731136","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"[强]","text":"[强]","html":"[强]","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/926731136"}