$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)$$美团点评-W(03690)$

小米财报全面大超预期，第二天股价下跌。

美团财报略超预期，第二天股价涨10个点。

小米营收是美团几倍，股价是美团几分之一。

差距，有点大呀！

资金偏好如斯，不是很理解，求解惑。。。

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

海盗辛伯达
2020-05-26
海盗辛伯达
我也非常感兴趣，先占个坑吧。
资本市场玩家的嗅觉通常都是都是非常灵敏，会比普通玩家早一步行动。估计早就已经看出小米今年业绩不错，上小米今年的涨幅还是很不错的，等到财报公开，大家都知道了，就是出货的时间了，估计是认为因为利好已经出尽，先抛，所以下跌。
- JavenD:
  财报前综合看，投资者预期绝对没有财报公布的好。
价值投资为王
2020-05-26
价值投资为王
想想商业模式，想想医药股和银行股估值差异你就懂了
- niubikele回复JavenD:
  这就是市场对未来的预期是怎样的，市场认为美团会继续霸占生活服务的入口，并且会有更多的可能性，前提是，现有的流量模式没有大的改变，股票市场是不预测3年以后的技术变化的，可能这是根本原因，即便抖音都已经打到腾讯家门口了，腾讯股价不也爬到420以上了么
- JavenD:
  然而小米的成长性不差啊，美团赚的也是苦逼钱，天花板也明显吧？
lepin
2020-05-26
lepin
反正你现在也不会买美团了，就呆在小米这bei
- JavenD:
  那倒是的。其实我在小米也是赚钱的，因为前期跌倒10块那会加了一些。但，就是不服比美团差这么多，还连安踏都不如 [捂脸]
Tony特别帅
2020-05-26
Tony特别帅
[吃瓜] 毕竟小米竞争压力比美团大太多了
- JavenD:
  美团赚的也是苦逼生意，没有新模式前，真不知道会有多大空间发展来支持1000亿美金市值
裸奔的椰子
2020-05-26
裸奔的椰子
模式和成长性，市场预期不一样
- JavenD:
  小米成长性不差啊。小米连红海竞争里的安踏都跑不赢。。。 [流泪]
宸玙
2020-05-26
宸玙
科技股和消费股的差异吗？

发表看法

18

15

1

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