小米集團IPO-粗淺分析

91 回覆
82 Like 9 Dislike
2018-05-15 17:52:43
finally u r writing sth rather than copy and paste, good start at least.

anyway, have u read the chairman letter he says it is a internet company rather than hardware company. why u think he said that, aside from valuation, and anything back him up? the answer is in the 600 pages

also, take a look at their operating profit, u find anything interesting? some ppl already mention it in the press but let's c can u pick it up.

well, IPO for retail investors is a lottery, but no one will have a good allocation. in the case of china literature, if u chase after the IPO u die, havent even mentioned 1716 hk
price range isn't out yet but have u thought about how to value a company like this? after all that's the most important part after the lottery

not going to comment on the view part, no right and wrong after all, but get the thought process right first
2018-05-15 17:55:56
聽完你講,少左人接火棒喇
2018-05-15 18:16:33
其實佢本身用電話os miui個優勢好易做到智能家居既生態出黎, 暫時睇雷軍既執行力絕對ok
都無話做到好假大空, d product都好實在
2018-05-15 18:35:08
邊度實在
不斷有小米product指佢產能作假
睇唔到佢有幾實在
2018-05-15 19:57:36
其實都係抄蘋果
2018-05-15 20:03:50
I will see see tonight
But for the valuation part,
Do you think it’s reasonable to use a proxy, sth like ZTE but not ZTE, to evaluate 小米?
2018-05-15 20:04:48
2018-05-15 20:06:54
what company do u think xiomai is?

2018-05-15 20:07:39
其實好好奇miui到底對andriod的依賴度有幾高?會唔會有可能andriod唔支持,佢成個生態都會崩壞?
2018-05-15 20:18:23
From my perspective, it’s just a cheaper version of apple.
2018-05-15 20:20:17
多謝支持
2018-05-15 21:17:17
it is a cheaper shamsung, not apple
2018-05-15 21:28:10
I disagree!! It’s products, something like 小米pro or air, have a close resemblance with apple than smasung
2018-05-15 22:15:59
我認為這是很大的問題
買家不是因為它的產品很似另一樣產品,而不是因為它的產品有什麼大優勢,而選購。
若水平升了,人們自然會趨向買真正的那樣產品,而不是廉價的仿抄
2018-05-15 22:45:44
多謝支持
2018-05-16 00:37:07
2018-05-16 16:13:04
2018-05-16 16:15:30
5月上?
2018-05-16 16:16:33
留名
2018-05-16 17:23:18
你試下落街揾個渣小米電話既c9 問下,點解買小米, 佢地係唔會諗任何有關apple既野

小米已經將純白色當成專利咁出, apple都唔夠佢白
2018-05-16 17:39:56
睇定價要700億以上
一股不抽
2018-05-16 17:50:30
誠哥投資個的手機股 無個得

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