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09-26
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Comments

  • WanEH
    09-26
    WanEH
    Win 10 Tiger-coins
    我觉得可以看看小米。最近快有发布会了,这可能发布重磅新产品、新车型或技术路线图。那么市场可能响应积极,短期内出现 股价上涨,特别是在演讲当天或随后几日。但上涨幅度取决于披露的“惊喜度”。 @Tiramisu2020
  • TheStrategist
    09-26
    TheStrategist
    Win 5 Tiger-coins
    Sell sell sell for September
  • eddi
    09-26
    eddi
    Win 3 Tiger-coins
    saya ingin belajar
  • Shyon
    09-26
    Shyon
    Win 10 Tiger-coins
    今天我的关注点主要放在小米股票 $XIAOMI-W(01810)$ 。在小米17系列正式发布后,股价并没有迎来预期中的上涨,反而在9月26日出现大幅下跌,盘中一度跌超8%,收盘跌幅也超过8%,市值蒸发超过千亿港元。这种“利好兑现、短线资金套现”的走势,其实并不罕见。回顾此前苹果新品发布会后股价同样下跌的案例,可以看出资本市场往往对“预期兑现”十分敏感。对我来说,这次大跌更多是资金面的短期波动,而非对公司基本面价值的否定。

    从长期来看,我依然对小米的战略和执行力保持信心。小米不仅在手机领域持续推动高端化,还在造车、芯片和AI等前沿方向上投入巨资并取得突破。雷军在演讲中强调,小米将在自研芯片上至少坚持十年、投入500亿元,这显示了公司在核心技术上的决心。机构的研报也进一步印证了这一点:摩根士丹利认为小米17系列有望超预期销售,高盛则上调了目标价至66港元,大和证券更是强调小米未来三年实现7000亿元营收的目标。我认为,这些正面评价说明资本市场对小米的长期价值依然认可。

    因此,我把这次股价大跌看作是一个“消化预期”的过程,而非趋势逆转。对于像我这样长期看好小米转型与成长潜力的投资者来说,短期的波动甚至可能带来更好的加仓机会。小米已经从一家互联网公司成长为硬核科技企业,它的智能手机、智能汽车和AI业务正在形成完整的生态闭环。我相信,随着产品和服务不断完善,小米的市场份额和品牌溢价将继续提升。耐心持有,等待公司长期战略落地,才是我对小米最核心的投资逻辑。

    @Daily_Discussion @Tiger_comments @TigerStars @爱发红包的虎妞 @小虎活动

  • Cadi Poon
    09-26
    Cadi Poon
    Win 5 Tiger-coins
    聰明的想法值得一看。

    放棄一個交易想法,幫助他人學習。💬📚

    快速趕上:這些事件震撼了今天的市場。

  • TimothyX
    09-26
    TimothyX
    Win 5 Tiger-coins
    今天我的關注點主要放在小米股票
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