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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。
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快速趕上:這些事件震撼了今天的市場。