哈飞的个人主页 - 老虎社区

哈飞

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IP属地：北京

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414粉丝

2主题

0勋章

01-31

空头还在不断的探底，还没到头，有可能会到5。

@鑫鑫铖:$哔哩哔哩(BILI)$ 全tm是看见低开就冲进来的散户，每晚脉冲一波套一批人，上方层层套牢盘下压，震荡中枢下移，恶心的走势，玩个毛线球[喷血] [喷血]

01-19

$哔哩哔哩(BILI)$ 全力做空b站，商业化做得一塌糊涂，知乎市值差不多

01-10

$哔哩哔哩(BILI)$ 烂泥扶不上墙，想不到小破站会落魄成这样，再这么跌可以考虑退市了

2023-12-15

$东方甄选(01797)$ ceo的水平是这个公司的天花板，看看孙总那对着衣食父母摔手机的架势，你觉得这家公司还有啥未来？

2023-12-05

$哔哩哔哩(BILI)$ b站这个价格太便宜了，字节应该把b站收购了

2023-08-28

$星空华文(06698)$ 这么高的pe值，一家丑闻缠身看不到未来的公司，注定一地鸡毛，目前的市值还能买5个凤凰卫视。。。多么夸张！

2023-08-25

$哔哩哔哩(BILI)$ 跌跌不休，估计到13以下

2023-08-21

$星空华文(06698)$ 破产清算吧，垃圾公司制作垃圾节目，错误的价值导向，极坏的社会影响，灭绝人性的操作方式，这样的公司一文不值！

2023-02-24

$百度(BIDU)$ 今天估计会暴跌！

2023-02-22

$百度(BIDU)$ 百度每次发财报股价必定下跌，不管财报好坏，无一例外，屡试不爽，所以只要百度发财报盘前上涨立马做空必有斩获！

2023-02-17

$新东方在线(01797)$ 市值超过了b站，等同于7个知乎，仅靠一个主播

2023-02-16

$百度(BIDU)$ 百度绝对能成为一家市值过千亿美元的公司

2023-02-10

$百度集团-SW(09888)$ 一场空，一夜回到解放前

2022-11-02

$哔哩哔哩(BILI)$无论什么时候买你都是亏钱

2022-09-13

$快手-W(01024)$这一波跌了不少啊

2022-09-05

$新东方在线(01797)$已经严重高估，击鼓传花

2022-09-02

$快手-W(01024)$真是废了

2022-09-01

$嘉年华邮轮(CCL)$再创新低

2022-09-01

$新东方在线(01797)$有点太夸张了吧

2022-07-26

$嘉年华邮轮(CCL)$跌跌不休

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一、要战胜阶段性恐慌情绪，不受市场信息的影响，对于优质企业股长期持有绝不动摇，真正有价值盈利能力强的企业其价值一定会体现在其股价上，如阿里、腾讯。去年一年，腾讯股票大起大落，最低时到250港币/股，市场上弥漫着各种不利于腾讯的消息，腾讯股价一跌再跌，我一万股腾讯均价320，一倍杠杆，价格不高，我坚信腾讯是中国最优秀和最赚钱的互联网企业，但在铺天盖地的负面消息和腾讯股价一跌再跌面前，我越来越坐不住了。我加入了一个腾讯股票交流群，群里不断有所谓大师唱衰腾讯股价会跌到200，看着账户里越来越大的亏损和融资高利息，我终于没忍住将腾讯股票全抛了，亏损60万，后来也不敢再买入。今天腾讯股价已经回到350，如果我当时没有受市场情绪的影响，坚定相信腾讯的价值，我不仅没有亏损还会有盈利，但没有如果，我没有战胜自己的恐慌情绪，我付出了严重的代价。 二、尽量不做空市值高，但流通盘小（大部分在十分之一左右，甚至更低），空票少于1000万的中概股，不管你多么瞧不上这些公司，认为他们市值多么被高估，如拼多多、蘑菇街，趣头条等，因为这一类关注度高，流通盘小，散户看空情绪强烈、易控盘的公司往往是庄家用来割韭菜的最佳选择。散户做空这些股票大几率被收割，因为决定这些公司股价的不是其业务价值和盈利能力，而完全取决于庄家什么时候开始进行利益收割。庄家要拉涨时股价可无视一切利空和黑天鹅，一个正面消息可能会让你被庄家拉爆，一个负面信息也可能被拉","listText":"作为2017年开始炒美股的菜鸟，2018年炒美股亏损一百多万，一半亏损来自做多$腾讯控股(00700)$，另一半亏损来自做空$拼多多(PDD)$。作为一位互联网从业者，我自认为比一般股民更了解中国互联网企业的真实情况，跟普通股民相比具有一定的信息优势，本想在股市里有所斩获，哪知道却碰得头破血流，损失惨重。现将这一年来的经验教训总结如下，希望对刚刚开始进入股市的菜鸟们有所帮助： 一、要战胜阶段性恐慌情绪，不受市场信息的影响，对于优质企业股长期持有绝不动摇，真正有价值盈利能力强的企业其价值一定会体现在其股价上，如阿里、腾讯。去年一年，腾讯股票大起大落，最低时到250港币/股，市场上弥漫着各种不利于腾讯的消息，腾讯股价一跌再跌，我一万股腾讯均价320，一倍杠杆，价格不高，我坚信腾讯是中国最优秀和最赚钱的互联网企业，但在铺天盖地的负面消息和腾讯股价一跌再跌面前，我越来越坐不住了。我加入了一个腾讯股票交流群，群里不断有所谓大师唱衰腾讯股价会跌到200，看着账户里越来越大的亏损和融资高利息，我终于没忍住将腾讯股票全抛了，亏损60万，后来也不敢再买入。今天腾讯股价已经回到350，如果我当时没有受市场情绪的影响，坚定相信腾讯的价值，我不仅没有亏损还会有盈利，但没有如果，我没有战胜自己的恐慌情绪，我付出了严重的代价。 二、尽量不做空市值高，但流通盘小（大部分在十分之一左右，甚至更低），空票少于1000万的中概股，不管你多么瞧不上这些公司，认为他们市值多么被高估，如拼多多、蘑菇街，趣头条等，因为这一类关注度高，流通盘小，散户看空情绪强烈、易控盘的公司往往是庄家用来割韭菜的最佳选择。散户做空这些股票大几率被收割，因为决定这些公司股价的不是其业务价值和盈利能力，而完全取决于庄家什么时候开始进行利益收割。庄家要拉涨时股价可无视一切利空和黑天鹅，一个正面消息可能会让你被庄家拉爆，一个负面信息也可能被拉","text":"作为2017年开始炒美股的菜鸟，2018年炒美股亏损一百多万，一半亏损来自做多$腾讯控股(00700)$，另一半亏损来自做空$拼多多(PDD)$。作为一位互联网从业者，我自认为比一般股民更了解中国互联网企业的真实情况，跟普通股民相比具有一定的信息优势，本想在股市里有所斩获，哪知道却碰得头破血流，损失惨重。现将这一年来的经验教训总结如下，希望对刚刚开始进入股市的菜鸟们有所帮助： 一、要战胜阶段性恐慌情绪，不受市场信息的影响，对于优质企业股长期持有绝不动摇，真正有价值盈利能力强的企业其价值一定会体现在其股价上，如阿里、腾讯。去年一年，腾讯股票大起大落，最低时到250港币/股，市场上弥漫着各种不利于腾讯的消息，腾讯股价一跌再跌，我一万股腾讯均价320，一倍杠杆，价格不高，我坚信腾讯是中国最优秀和最赚钱的互联网企业，但在铺天盖地的负面消息和腾讯股价一跌再跌面前，我越来越坐不住了。我加入了一个腾讯股票交流群，群里不断有所谓大师唱衰腾讯股价会跌到200，看着账户里越来越大的亏损和融资高利息，我终于没忍住将腾讯股票全抛了，亏损60万，后来也不敢再买入。今天腾讯股价已经回到350，如果我当时没有受市场情绪的影响，坚定相信腾讯的价值，我不仅没有亏损还会有盈利，但没有如果，我没有战胜自己的恐慌情绪，我付出了严重的代价。 二、尽量不做空市值高，但流通盘小（大部分在十分之一左右，甚至更低），空票少于1000万的中概股，不管你多么瞧不上这些公司，认为他们市值多么被高估，如拼多多、蘑菇街，趣头条等，因为这一类关注度高，流通盘小，散户看空情绪强烈、易控盘的公司往往是庄家用来割韭菜的最佳选择。散户做空这些股票大几率被收割，因为决定这些公司股价的不是其业务价值和盈利能力，而完全取决于庄家什么时候开始进行利益收割。庄家要拉涨时股价可无视一切利空和黑天鹅，一个正面消息可能会让你被庄家拉爆，一个负面信息也可能被拉","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":26,"commentSize":97,"repostSize":3,"link":"https://laohu8.com/post/387820","isVote":1,"tweetType":1,"viewCount":11088,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3510447462342120","authorId":"3510447462342120","name":"守望者星","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"我想说的是，楼主你真正了解过拼多多的情况吗？单从环境上看，他们公司一周比其他公司多上一天，付出了多少；地理位置在上海，招的工程师基本上很多上海的大牛；从源头上来看这就强了不少 再者，可以再看看36ke统计的数据，除了GMV、口碑外，基本上其他全面都超越了京东； 基本上所有种类增速都是电商行业第一 你总是以上市时期平台很多冒牌为自己的思想，觉得一直都是假的什么的； 可是你现在去app上看看，能找到几个假货，能找到的也基本被强制下架了 反观再看看电视最火爆界面赞助商，包括春晚，都是什么企业赞助的，你就知道潜力有多大了","text":"我想说的是，楼主你真正了解过拼多多的情况吗？单从环境上看，他们公司一周比其他公司多上一天，付出了多少；地理位置在上海，招的工程师基本上很多上海的大牛；从源头上来看这就强了不少 再者，可以再看看36ke统计的数据，除了GMV、口碑外，基本上其他全面都超越了京东； 基本上所有种类增速都是电商行业第一 你总是以上市时期平台很多冒牌为自己的思想，觉得一直都是假的什么的； 可是你现在去app上看看，能找到几个假货，能找到的也基本被强制下架了 反观再看看电视最火爆界面赞助商，包括春晚，都是什么企业赞助的，你就知道潜力有多大了","html":"我想说的是，楼主你真正了解过拼多多的情况吗？单从环境上看，他们公司一周比其他公司多上一天，付出了多少；地理位置在上海，招的工程师基本上很多上海的大牛；从源头上来看这就强了不少 再者，可以再看看36ke统计的数据，除了GMV、口碑外，基本上其他全面都超越了京东； 基本上所有种类增速都是电商行业第一 你总是以上市时期平台很多冒牌为自己的思想，觉得一直都是假的什么的； 可是你现在去app上看看，能找到几个假货，能找到的也基本被强制下架了 反观再看看电视最火爆界面赞助商，包括春晚，都是什么企业赞助的，你就知道潜力有多大了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":336996,"gmtCreate":1542799876016,"gmtModify":1704781596108,"author":{"id":"3475635809205467","authorId":"3475635809205467","name":"哈飞","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1},"themes":[],"htmlText":"$拼多多 拼多多的几亿活跃用户到底在哪里？因为本人在北京，身边基本没人用的，肯定不是拼多多的目标受众和城市，现在微信上也极少见到发拼购的，但拼多多公布的用户量又那么大，超过京东，所以今天特别在老家亲戚群做了一个调查，针对的是三四五线城市的亲人，让他们帮忙统计一下身边有多少人用拼多多，结果是两位40多岁的姐姐知道拼多多，一位用过但因为东西质量太差现在没用了，另外一个从没有用过，身边也没人用，绝大部分乡下的亲戚不知道拼多多是什么。。求答疑解惑，到底哪些地方的哪些人是拼多多的用户？3个多亿活跃用户存在感这么低吗？","listText":"$拼多多 拼多多的几亿活跃用户到底在哪里？因为本人在北京，身边基本没人用的，肯定不是拼多多的目标受众和城市，现在微信上也极少见到发拼购的，但拼多多公布的用户量又那么大，超过京东，所以今天特别在老家亲戚群做了一个调查，针对的是三四五线城市的亲人，让他们帮忙统计一下身边有多少人用拼多多，结果是两位40多岁的姐姐知道拼多多，一位用过但因为东西质量太差现在没用了，另外一个从没有用过，身边也没人用，绝大部分乡下的亲戚不知道拼多多是什么。。求答疑解惑，到底哪些地方的哪些人是拼多多的用户？3个多亿活跃用户存在感这么低吗？","text":"$拼多多 拼多多的几亿活跃用户到底在哪里？因为本人在北京，身边基本没人用的，肯定不是拼多多的目标受众和城市，现在微信上也极少见到发拼购的，但拼多多公布的用户量又那么大，超过京东，所以今天特别在老家亲戚群做了一个调查，针对的是三四五线城市的亲人，让他们帮忙统计一下身边有多少人用拼多多，结果是两位40多岁的姐姐知道拼多多，一位用过但因为东西质量太差现在没用了，另外一个从没有用过，身边也没人用，绝大部分乡下的亲戚不知道拼多多是什么。。求答疑解惑，到底哪些地方的哪些人是拼多多的用户？3个多亿活跃用户存在感这么低吗？","images":[{"img":"https://static.tigerbbs.com/1ccc268d44fcec5b1ec0d6e692b9b1ec"}],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":10,"commentSize":70,"repostSize":0,"link":"https://laohu8.com/post/336996","isVote":1,"tweetType":1,"viewCount":12425,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479098390295879","authorId":"3479098390295879","name":"w0330","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"content":"我瞎算的：全国三四线城镇及其周边人口10亿，其中PDD目标人群（40-60岁中老年人）3亿，看来是除了省会和直辖市外人人都在拼。 PDD官方算的：年度活跃用户3.86亿，同比增长+144%。 资本市场最看重的是持续发展力，那么明年的环比增长不能低，年度用户应该超过8亿。PDD在下一盘很大的棋啊。 长期坚定地看空，但短期内不会做空它，这只票很诡异","text":"我瞎算的：全国三四线城镇及其周边人口10亿，其中PDD目标人群（40-60岁中老年人）3亿，看来是除了省会和直辖市外人人都在拼。 PDD官方算的：年度活跃用户3.86亿，同比增长+144%。 资本市场最看重的是持续发展力，那么明年的环比增长不能低，年度用户应该超过8亿。PDD在下一盘很大的棋啊。 长期坚定地看空，但短期内不会做空它，这只票很诡异","html":"我瞎算的：全国三四线城镇及其周边人口10亿，其中PDD目标人群（40-60岁中老年人）3亿，看来是除了省会和直辖市外人人都在拼。 PDD官方算的：年度活跃用户3.86亿，同比增长+144%。 资本市场最看重的是持续发展力，那么明年的环比增长不能低，年度用户应该超过8亿。PDD在下一盘很大的棋啊。 长期坚定地看空，但短期内不会做空它，这只票很诡异"}],"imageCount":2,"langContent":"CN","totalScore":0},{"id":932730186,"gmtCreate":1573083860145,"gmtModify":1704725506972,"author":{"id":"3475635809205467","authorId":"3475635809205467","name":"哈飞","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1},"themes":[],"title":"为什么现阶段不要做空拼多多？","htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>为什么我要呼吁大家不要做空拼多多？一我不是托，如果你觉得我是托，你可以不看了二我上一篇帖子分析了拼多多的商业模式，商业帝国现阶段的基石就是不断上涨的股价，这是保证拼多多低价融资能力用于补贴的基础。三是我新的观点，拼多多现在已经几百亿的市值规模，但是上涨还是很容易，经常十几个点的暴涨，但十几个点的下跌却基本没有出现过（除非遭遇政策层面的大危机）。这种情况从来没有出现在京东或阿里身上，为什么会如此？这得从拼多多的股权机构来分析，拼多多黄铮个人持股接近50%，这在所有互联网巨头公司中是最高的，再加上腾讯，段永平等机构投资者，这也就说明拼多多有超过80%的股票是根本不会进行买卖交易的。目前拼多多的流通市值是100多亿，不到总市值的三分之一，跟阿里和京东超过一半以上市值流通相比根本不值一提，而真正在市场交易的就更少。所以我们经常看到几千万美元就可以拉动上十点的暴涨，几千万美元可以增加几十亿市值。因为流通股票少，所以好控制，很少资金就可以控制拼多多股价走势。有时甚至资金在流出股价也会涨是同样的道理。拼多多股价不存在大规模下跌的可能性，除非出现以下几种情况：1、黄铮或大的机构投资者减持，目前来看这是不可能的，黄铮本人肯定不会减持，大机构投资者认为拼多多未来市值会破千亿，不会减持。2、遭遇政策或国家监管的重大利空或打击，目前来看也不存在这种可能性，拼多多违规行为和被举报很多，但国家层面从来没有对其下重手，可见拼多多政府关系做得很好。3、增发新股融资，我们看到拼多多之前这样做过，但增发就导致股价下跌，所以拼多多现在换了新玩法，以股票质押发债，这样做不会导致市场里流通股票增加，不会影响股价，同时可以解决拼多多融资需求。市场里流通股票越多，拼多多控制股价的难度就越大。4、业务出现严重下滑，如果出现这","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>为什么我要呼吁大家不要做空拼多多？一我不是托，如果你觉得我是托，你可以不看了二我上一篇帖子分析了拼多多的商业模式，商业帝国现阶段的基石就是不断上涨的股价，这是保证拼多多低价融资能力用于补贴的基础。三是我新的观点，拼多多现在已经几百亿的市值规模，但是上涨还是很容易，经常十几个点的暴涨，但十几个点的下跌却基本没有出现过（除非遭遇政策层面的大危机）。这种情况从来没有出现在京东或阿里身上，为什么会如此？这得从拼多多的股权机构来分析，拼多多黄铮个人持股接近50%，这在所有互联网巨头公司中是最高的，再加上腾讯，段永平等机构投资者，这也就说明拼多多有超过80%的股票是根本不会进行买卖交易的。目前拼多多的流通市值是100多亿，不到总市值的三分之一，跟阿里和京东超过一半以上市值流通相比根本不值一提，而真正在市场交易的就更少。所以我们经常看到几千万美元就可以拉动上十点的暴涨，几千万美元可以增加几十亿市值。因为流通股票少，所以好控制，很少资金就可以控制拼多多股价走势。有时甚至资金在流出股价也会涨是同样的道理。拼多多股价不存在大规模下跌的可能性，除非出现以下几种情况：1、黄铮或大的机构投资者减持，目前来看这是不可能的，黄铮本人肯定不会减持，大机构投资者认为拼多多未来市值会破千亿，不会减持。2、遭遇政策或国家监管的重大利空或打击，目前来看也不存在这种可能性，拼多多违规行为和被举报很多，但国家层面从来没有对其下重手，可见拼多多政府关系做得很好。3、增发新股融资，我们看到拼多多之前这样做过，但增发就导致股价下跌，所以拼多多现在换了新玩法，以股票质押发债，这样做不会导致市场里流通股票增加，不会影响股价，同时可以解决拼多多融资需求。市场里流通股票越多，拼多多控制股价的难度就越大。4、业务出现严重下滑，如果出现这","text":"$拼多多(PDD)$为什么我要呼吁大家不要做空拼多多？一我不是托，如果你觉得我是托，你可以不看了二我上一篇帖子分析了拼多多的商业模式，商业帝国现阶段的基石就是不断上涨的股价，这是保证拼多多低价融资能力用于补贴的基础。三是我新的观点，拼多多现在已经几百亿的市值规模，但是上涨还是很容易，经常十几个点的暴涨，但十几个点的下跌却基本没有出现过（除非遭遇政策层面的大危机）。这种情况从来没有出现在京东或阿里身上，为什么会如此？这得从拼多多的股权机构来分析，拼多多黄铮个人持股接近50%，这在所有互联网巨头公司中是最高的，再加上腾讯，段永平等机构投资者，这也就说明拼多多有超过80%的股票是根本不会进行买卖交易的。目前拼多多的流通市值是100多亿，不到总市值的三分之一，跟阿里和京东超过一半以上市值流通相比根本不值一提，而真正在市场交易的就更少。所以我们经常看到几千万美元就可以拉动上十点的暴涨，几千万美元可以增加几十亿市值。因为流通股票少，所以好控制，很少资金就可以控制拼多多股价走势。有时甚至资金在流出股价也会涨是同样的道理。拼多多股价不存在大规模下跌的可能性，除非出现以下几种情况：1、黄铮或大的机构投资者减持，目前来看这是不可能的，黄铮本人肯定不会减持，大机构投资者认为拼多多未来市值会破千亿，不会减持。2、遭遇政策或国家监管的重大利空或打击，目前来看也不存在这种可能性，拼多多违规行为和被举报很多，但国家层面从来没有对其下重手，可见拼多多政府关系做得很好。3、增发新股融资，我们看到拼多多之前这样做过，但增发就导致股价下跌，所以拼多多现在换了新玩法，以股票质押发债，这样做不会导致市场里流通股票增加，不会影响股价，同时可以解决拼多多融资需求。市场里流通股票越多，拼多多控制股价的难度就越大。4、业务出现严重下滑，如果出现这","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":26,"commentSize":32,"repostSize":4,"link":"https://laohu8.com/post/932730186","isVote":1,"tweetType":1,"viewCount":14248,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3497341712019299","authorId":"3497341712019299","name":"Getlucky","avatar":"https://static.tigerbbs.com/751e07345ab2472a052c1569b62f7485","crmLevel":4,"crmLevelSwitch":0},"content":"你为什么不疯狂做多？","text":"你为什么不疯狂做多？","html":"你为什么不疯狂做多？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":437982,"gmtCreate":1553142880516,"gmtModify":1704794179691,"author":{"id":"3475635809205467","authorId":"3475635809205467","name":"哈飞","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1},"themes":[],"title":"我为什么对小米有信心？","htmlText":"$小米集团-W(01810)$ 我为什么对小米有信心？ 我刚说小米股价跌到10块钱会加10万股，有人不相信，认为我是做空者，要我晒单，我把我现在持仓的单晒出来，让大家看看。那我为什么对小米有信心，敢说这样的话呢？理由如下： 1、我认为小米是一支适合做长线的股票，不适合做短线，不适合投机，只要长期拿着，不管机构如何打压股价都没事。 2、投资股票其实是投资企业，投资企业最重要的是投资人和团队，我相信雷军和小米团队的能力。 3、小米手机业务遇到一点困难和挑战，我觉得非常正常，硬件产品跟游戏一样，都有生命周期，小米出过很多款爆款手机和其他，我认为小米未来继续出爆款产品的能力都在。 4、马云，马化腾、俞永福，何小鹏等企业大佬都在小米16块钱的时候花了上亿美元的资金购买小米股票，我不觉得他们是傻子或者钱太多。 5、小米股价现在比发行价低了30%—40%,处于价格洼地，而恒指已经快破三万点，非常高，一旦大势调整，小米股价抗跌性会最强，未来上涨空间也会最大。 6、从小米业务看，过去一直靠手机，现在LoT及生活消费品业务迅速增长，互联网业务也纷纷布局，如在短视频和信息流方面，雷军有金山等多个互联网公司的投资和创业成功经验，依托于海量小米终端，我认为这些互联网业务未来将大放异彩，小米是互联网公司毫无争议。 7、5G后小米Lot业务的巨大价值会逐步显露，基于大数据与人工智能的生活智能硬件是我非常看好的方向，小米的生态布局是最全的，现在看着都是很零碎的单一商品，将来一旦串联起来，想象空间无穷大。智能硬件之间会实现协同效应，相互促进销量，未来一买就是一套，而不是一件，小米产品会摧枯拉朽的占领市场。 8、也是最重要的一点，雷军是湖北人属鸡，我也是湖北人属鸡，我相信雷总是一个要脸的企业家。 小米不擅长资本运作，但擅长实打实做业务，希望小米股价进一步下跌，跌到十，给我一个机会！老天保佑！机构保佑！","listText":"$小米集团-W(01810)$ 我为什么对小米有信心？ 我刚说小米股价跌到10块钱会加10万股，有人不相信，认为我是做空者，要我晒单，我把我现在持仓的单晒出来，让大家看看。那我为什么对小米有信心，敢说这样的话呢？理由如下： 1、我认为小米是一支适合做长线的股票，不适合做短线，不适合投机，只要长期拿着，不管机构如何打压股价都没事。 2、投资股票其实是投资企业，投资企业最重要的是投资人和团队，我相信雷军和小米团队的能力。 3、小米手机业务遇到一点困难和挑战，我觉得非常正常，硬件产品跟游戏一样，都有生命周期，小米出过很多款爆款手机和其他，我认为小米未来继续出爆款产品的能力都在。 4、马云，马化腾、俞永福，何小鹏等企业大佬都在小米16块钱的时候花了上亿美元的资金购买小米股票，我不觉得他们是傻子或者钱太多。 5、小米股价现在比发行价低了30%—40%,处于价格洼地，而恒指已经快破三万点，非常高，一旦大势调整，小米股价抗跌性会最强，未来上涨空间也会最大。 6、从小米业务看，过去一直靠手机，现在LoT及生活消费品业务迅速增长，互联网业务也纷纷布局，如在短视频和信息流方面，雷军有金山等多个互联网公司的投资和创业成功经验，依托于海量小米终端，我认为这些互联网业务未来将大放异彩，小米是互联网公司毫无争议。 7、5G后小米Lot业务的巨大价值会逐步显露，基于大数据与人工智能的生活智能硬件是我非常看好的方向，小米的生态布局是最全的，现在看着都是很零碎的单一商品，将来一旦串联起来，想象空间无穷大。智能硬件之间会实现协同效应，相互促进销量，未来一买就是一套，而不是一件，小米产品会摧枯拉朽的占领市场。 8、也是最重要的一点，雷军是湖北人属鸡，我也是湖北人属鸡，我相信雷总是一个要脸的企业家。 小米不擅长资本运作，但擅长实打实做业务，希望小米股价进一步下跌，跌到十，给我一个机会！老天保佑！机构保佑！","text":"$小米集团-W(01810)$ 我为什么对小米有信心？ 我刚说小米股价跌到10块钱会加10万股，有人不相信，认为我是做空者，要我晒单，我把我现在持仓的单晒出来，让大家看看。那我为什么对小米有信心，敢说这样的话呢？理由如下： 1、我认为小米是一支适合做长线的股票，不适合做短线，不适合投机，只要长期拿着，不管机构如何打压股价都没事。 2、投资股票其实是投资企业，投资企业最重要的是投资人和团队，我相信雷军和小米团队的能力。 3、小米手机业务遇到一点困难和挑战，我觉得非常正常，硬件产品跟游戏一样，都有生命周期，小米出过很多款爆款手机和其他，我认为小米未来继续出爆款产品的能力都在。 4、马云，马化腾、俞永福，何小鹏等企业大佬都在小米16块钱的时候花了上亿美元的资金购买小米股票，我不觉得他们是傻子或者钱太多。 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