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我啊我刚才看了一个文章
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在微博上转发的
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就是有一个大学生啊
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他买了某米的股票之后啊
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他上头了
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他把他的助学贷款
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所有的积蓄
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甚至借钱全部砸到了小米某美股票里面
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你猜他现在亏了多少钱
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反正还不上去了
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对他买了9万多啊
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平均价是55啊
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现在差不多要攒了吧
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嗯某比股票能高点60多
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现在已经到30了
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已经腰斩了
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你还记得去年的时候
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我说这个公司一定会腰斩
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你还记得吧
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嗯刚才群里面有个叔叔还说
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他如果说早点看我视频啊
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他最起码可以避免这个悲悲剧啊
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他是个学生啊
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9万多是不是他全部的家当
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对我上学的时候
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别说9万多了
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9000多
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我认为我都是超级富豪了
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在学校里面都是富豪了
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9万多相当于他父母啊多少年的收入
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你知道一个农民一年赚多少钱吗
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1000一个农民一个月赚个一两千块钱
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一年的话也攒个一两万块钱
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9万多
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可能人家45年五六年的收入
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夫妻双方的是吧
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结果呢亏了一大半
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你说他难不难受难受
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他现在想的是把这个钱啊
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把这个把这个股票啊
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43让那个某美的老板啊接盘
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然后呢想着再也不玩了
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再也不碰股票了嗯洗心革面
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重新做人
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你觉得别人会40多接他的盘吗
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不会对呀
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现在股价30
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谁愿意溢价50%接盘
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对不对
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嗯所以他现在悲痛欲绝啊
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他有点想不开啊
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我看他有点自杀倾向了
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你知道他为啥这么惨吗
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不知道他为啥笃定了这个公司会会涨呀
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为啥被洗脑了
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实际上我跟你讲啊
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不止一个人
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年轻人啊
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我跟你讲
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去年你还记得你那个潘叔叔吗
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嗯潘叔叔他儿子啊花100万
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结果啥也没赚着
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我跟你讲啊
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去年也是这个时候啊
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我信誓旦旦说
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某米是我们的年轻人最爱啊
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我们年轻人第一支股票
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年轻人的第一台车
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年轻人的第一个窗帘啊
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第一个电视
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第一个手机全是买的蒙笔
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然后呢他给我笃定
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他说他说我是老登
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你懂吗
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他说我是老邓
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他说你这个老登你们不懂我们年轻人的想法
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结果你猜他怎么着
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你到困他把他老爸的钱都给我亏光了
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哼哼哼哼哼哼
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我去年我还劝告他
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我和他聊了好几个小时啊
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我说我们是做家电
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做了十几年
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做手机
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做了十几年
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做电商
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做了十几年
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基本上某米的产品线我们全做过
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我可以很笃定的告诉他
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我说这个生意是个非常烂的生意
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非常不值钱
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因为你知道为啥吗
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因为家电行业对吧
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咱就看大家电十倍的PE1
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而且呢你像海尔这种公司
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海信这种公司6~8个点的股东回报分红啊
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小家电啊
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苏泊尔也是五个点的股息率
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那你说专业做家电的都四位P
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15~8个点的股息
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不专业的
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你觉得是不是更惨呀
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对对吧
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还有一个手机
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你看手机
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现在整个行业我经常讲
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我说苹手机行业的老大
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苹果的价格往下走
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华为呢今年为了抢市场
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今年内存涨那么多
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华为还在降价
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华为啊今年为了抢市场啊
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所有的安卓机一个成本涨300
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华为居然没涨价
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你说是不是这些VOV啊
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传音某米是不是很惨呀
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对那家电很惨
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手机很惨
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你觉得汽车惨不惨惨
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你觉得其他的日用百货小家电惨不惨惨
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如果你的生意都很惨
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你知道意味着什么吗
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你那个公司倒闭了
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对呀
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你肯定现金流出问题了吗
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去年的时候我又讲这个逻辑
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我说不要拿你的业余爱好挑战别人的主业
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我去年拍了很多视频
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我专门强调
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我说在这种充分竞争的赛道
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每一家地盘呢都是玩命的守住人家
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靠这个吃饭的
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如果你是业余的
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抢人家靠吃饭的家伙
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人家会不会跟你玩命
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会如果三线作战
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汽车家电手机三线作战
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你那三个对手都得给你玩命
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你会不会很惨
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会是不是单拳难敌四手啊
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对我之前的视频
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我反复的讲这个逻辑
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我说这个行业一旦进入了下滑阶段
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然后呢下沉阶段生死存亡的时候
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专注是唯一的解药
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是不是今年是不是验证了对
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如果这个年轻人他提前看我的视频
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反复的看我的逻辑
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你觉得他还会在吗
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不会
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但他现在还有办法吗
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没有了
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他现在唯一办法是什么
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再也不碰了
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或者说等他懂了
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工作了10年
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20年之后懂了再来做
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其实也不迟
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希望他能看到我这个视频啊
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不要因此灰心丧气
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这个虽然亏了9万块
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亏一半
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实际上呢你一旦毕业以后呢
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那也可能是你几个月的工资
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这点钱不算什么
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熬一熬总会过去的
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对不对对
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给他说
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加油吧加油吧