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东门游侠
06-19
这还用怀疑吗,到处都是yu7照片,当然是让超能了啊。二期工厂只是即将投产又没投产
东门游侠
05-23
$小米集团-W(01810)$
个人对港股的印象是这类远期才会真正有收益的投入,比如自研芯片,不会让港股投资者有什么心理波动,短期股价不会太受影响,或者说个人印象港股是投资者是不见兔子不撒鹰的,芯片达不到接近盈利前,不会对股价有太大支撑。不是特别明朗的预期,股价就不涨。当然这也给了我们这些有自己长期价值判断的人投资的机会。风险和收益并存。深入思考长期发展的可能性,能让我们有机会再大量机构的夹缝中有机会找到绝佳的投资机会。 另外说下自己以前做过某一细分行业的行业咨询工作,接触来看,投行对于行业研判很依赖我们那类固定的行业研究机构的信息,他们本身对资本理解很深,但对行业理解大都比较浅。
东门游侠
2021-11-24
$小米集团-W(01810)$
我觉得小米的关键点是两点,一,国内要看手机的竞争格局,ov子品牌在抢占线上,小米也同样在进攻线下。ov有资金实力跟小米在线上继续消耗,短期不会收缩。同时小米的线下也在扩张。接下来1年如果小米线下能够破局站稳脚跟,那么国内市场将一马平川。二,海外市场的互联网服务和生态链扩张。海外市场在谷歌垄断性的谷歌服务外,小米到底能有多少创收空间,小米的海外互联网收入已经增长很多,但不能让人相信模式已经成功。 同时生态链能否在海外形成影响力,让小米不是单纯的手机厂商,单纯作为手机厂商十年内都没可能从苹果手上分走太多利润。我觉得只要做成第一点,小米就会很稳。做成第二点,就会成为世界级企业,而不只是五百强了。当然都很难做。另外oppo在筹备上市,oppo上市的能让我们更好的对比分析小米实际的潜力高还是不高。
东门游侠
2021-10-26
恭喜
抱歉,原内容已删除
东门游侠
2021-08-13
精神鸦片言论又烧到短视频了,关键是学校直接不许学生配智能手机不就没这也多事了
抱歉,原内容已删除
东门游侠
2021-08-04
小孩拿什么冲的钱?支付密码为什么孩子会知道?
抱歉,原内容已删除
东门游侠
2021-07-27
明天接着跌
$哔哩哔哩-SW(09626)$
东门游侠
2021-07-22
我记得他的股权都归债主了,通过债权人信托实现的
抱歉,原内容已删除
东门游侠
2021-02-05
我下的空单都没能成交,往上触及了一会儿价格直接就下去了
@我家嘟嘟:
$快手-W(01024)$
这新股没保护期,今天就可以做空,涨不起来了,300以下
东门游侠
2021-02-05
$快手-W(01024)$
问个问题,打新价格是115,为什么开盘就是三百多的价格啊?
东门游侠
2021-01-22
关于供应链,除了罗列小故事啥也不懂。逻辑就存在错误
抱歉,原内容已删除
东门游侠
2020-12-06
$腾讯控股(00700)$
怪物猎人的事我看到很多人在讨论拆分腾讯,虽然可能也就说说,不过继续发展下去是否有可能因为垄断问题触发拆分呢?
东门游侠
2020-10-15
华为手机应该能挺过去,乐视真是自己作死
@云卷云舒看风起:
$小米集团-W(01810)$
说实话,小米公司是史无前例,雷军同学是天选之人,做电视,最大的对手乐视,自然死亡;走手机,华为,被逼死了。
东门游侠
2020-09-17
$小米集团-W(01810)$
明天19
东门游侠
2020-07-29
苹果还涨了,这就是苹果营销牛逼的地方,各种对抗的时候都没人抵制苹果。实际上苹果的产品却都是替代性很强的,不用苹果用其他产品替代也只需要适应一下就好了。苹果公关实力还是强。
@操盘之王特朗普:
$小米集团-W(01810)$
让你们地址苹果,你们跑去抵制高通。蓝绿小米二季度国内下滑好惨
东门游侠
2020-07-22
$小米集团-W(01810)$
先跑了大部分,小赚了一点观望一段时间,将来还想再回来
东门游侠
2020-05-18
这文章写的有点混乱,小米的芯片研发虽然没取得多大成果,但比ov做的更早,投入更多,到这文章里好像ov已经取得什么成就了是的。现在ov的营销总想把自己包装成华为。营销手段挺高。
抱歉,原内容已删除
东门游侠
2020-03-09
这就是收钱软文而已,天猫精灵完全靠补贴,生态起码目前也就是假生态,真像文章里说那么好,敢用小米那样不赔钱的定价策略销售吗?
抱歉,原内容已删除
东门游侠
2020-01-20
谁声音大谁就是对的,大部分人不会关注真相。
@敌方水晶已爆:世人嘲笑卢伟冰碰瓷,却不知当年荣耀碰瓷小米。 果然,这个世界,只要赢了,一切都是对的
$小米集团-W(01810)$
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>让你们地址苹果,你们跑去抵制高通。蓝绿小米二季度国内下滑好惨","text":"$小米集团-W(01810)$让你们地址苹果,你们跑去抵制高通。蓝绿小米二季度国内下滑好惨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/946765311","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1710,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":948217993,"gmtCreate":1595388182812,"gmtModify":1704208778950,"author":{"id":"3488508917166762","authorId":"3488508917166762","name":"东门游侠","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3488508917166762","authorIdStr":"3488508917166762"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>先跑了大部分,小赚了一点观望一段时间,将来还想再回来","listText":"<a 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href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>我觉得小米的关键点是两点,一,国内要看手机的竞争格局,ov子品牌在抢占线上,小米也同样在进攻线下。ov有资金实力跟小米在线上继续消耗,短期不会收缩。同时小米的线下也在扩张。接下来1年如果小米线下能够破局站稳脚跟,那么国内市场将一马平川。二,海外市场的互联网服务和生态链扩张。海外市场在谷歌垄断性的谷歌服务外,小米到底能有多少创收空间,小米的海外互联网收入已经增长很多,但不能让人相信模式已经成功。 同时生态链能否在海外形成影响力,让小米不是单纯的手机厂商,单纯作为手机厂商十年内都没可能从苹果手上分走太多利润。我觉得只要做成第一点,小米就会很稳。做成第二点,就会成为世界级企业,而不只是五百强了。当然都很难做。另外oppo在筹备上市,oppo上市的能让我们更好的对比分析小米实际的潜力高还是不高。","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>我觉得小米的关键点是两点,一,国内要看手机的竞争格局,ov子品牌在抢占线上,小米也同样在进攻线下。ov有资金实力跟小米在线上继续消耗,短期不会收缩。同时小米的线下也在扩张。接下来1年如果小米线下能够破局站稳脚跟,那么国内市场将一马平川。二,海外市场的互联网服务和生态链扩张。海外市场在谷歌垄断性的谷歌服务外,小米到底能有多少创收空间,小米的海外互联网收入已经增长很多,但不能让人相信模式已经成功。 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