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堕落的价投
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堕落的价投
堕落的价投
·
06-03 21:29
$小米集团-W(01810)$
马斯克又开始睡工厂
$特斯拉(TSLA)$
留给国内厂商快速上L3弯道超车的时间不多了，成绩最差的拖后腿
$小米集团-W(01810)$
，某大嘴说的是实话，我相信国内高层会看到这一点
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堕落的价投
堕落的价投
·
06-02 11:23
$小米集团-W(01810)$
以为时间能让大家遗忘，但跟公共安全相关的问题，只会愈演愈烈，上路越多、事故越多，舆论没那么快停止的
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堕落的价投
堕落的价投
·
06-02 09:34
$小米集团-W(01810)$
猎杀时刻开始了[开心]
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堕落的价投
堕落的价投
·
05-29
$PEN.HK 20250529 77.50 CALL$
看看人家小鹏
$小米集团-W(01810)$
小米的智驾就跟没有一样
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堕落的价投
堕落的价投
·
05-26
$MIU.HK 20250529 50.00 PUT$
期权到期日太近了，先落袋为安一部分
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909
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堕落的价投
堕落的价投
·
05-23
$小米集团-W(01810)$
利好出尽、是利空。一个企业失去信用是非常可怕的，现在很多米黑过去都是米粉，希望越大失望就越大。这个季度报可能不会差、但某些颓势一定会初见端倪，但下个季度的财报一定会给大家一个交代。我过去购买小米的产品很多，后面小米的东西我不会再碰
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堕落的价投
堕落的价投
·
05-22
$小米集团-W(01810)$
自古深情留不住，唯有套路赢人心[贱笑] ，SU7也是让大家来猜价格，现在YU7也是这样
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堕落的价投
堕落的价投
·
05-21
$小米集团-W(01810)$
别看别人说了什么，要看看人家做了什么？咱们来分析一下： 某为自己生产芯片，促进的是国内芯片生态的发展，利润留在国内，经验也留在国内；小米的芯片大部分的利润还是留在国外的公司，这个设计只要有钱都能做出来，但永远是跟着国外巨头的屁股走，按照他们设定的技术路线走，永远不可能突破技术封锁。关键是这个路线很傻、买个成熟的芯片不就好了，还比自己字研的性能好，更能匹配现在的生态，你吭呲造出来，又要重新匹配环境，还浪费这么多研发费用，还会被卡脖子，因为你生产的大部分专利都是这些巨头的。所以为什么新闻说小米跟高通又签15年合同，还逐年递增[贱笑] ，因为用高通的更方便更划算
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堕落的价投
堕落的价投
·
05-21
$小米集团-W(01810)$
你如果去一趟华强北，你就会发现很多跟小米差不多的产品，体验感差不多，卖的比小米便宜，现在的小米早就不是性价比的代名词了
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堕落的价投
堕落的价投
·
05-21
$小米集团-W(01810)$
就算芯片造出来了，以资本短视的方式去经营企业，注定口碑会变得很差，多米诺骨牌效应才刚刚开始
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小米的智驾就跟没有一样","images":[{"img":"https://static.tigerbbs.com/10f5179002782df43a56b01cab1636d6","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/440141572878424","isVote":1,"tweetType":1,"viewCount":837,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3518680976567870","authorId":"3518680976567870","name":"堕落的价投","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"idStr":"3518680976567870","authorIdStr":"3518680976567870"},"content":"好兄弟小鹏的纯视觉做的这么好，小米是一点都学不到，纯视觉没做好还上激光雷达，就像读书一样，语文没学好，就开始学数学，又不愿意花时间，纯视觉和激光雷达方案都要挂科。","text":"好兄弟小鹏的纯视觉做的这么好，小米是一点都学不到，纯视觉没做好还上激光雷达，就像读书一样，语文没学好，就开始学数学，又不愿意花时间，纯视觉和激光雷达方案都要挂科。","html":"好兄弟小鹏的纯视觉做的这么好，小米是一点都学不到，纯视觉没做好还上激光雷达，就像读书一样，语文没学好，就开始学数学，又不愿意花时间，纯视觉和激光雷达方案都要挂科。"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":439106716836032,"gmtCreate":1748239140010,"gmtModify":1748239142255,"author":{"id":"3518680976567870","authorId":"3518680976567870","name":"堕落的价投","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3518680976567870","authorIdStr":"3518680976567870"},"themes":[],"htmlText":"<a 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