手机巨头股价腰斩

1
00:00:00,600 --> 00:00:02,120
刚才我收到了一个评论啊

2
00:00:02,120 --> 00:00:03,879
他说全哥都怪你

3
00:00:03,879 --> 00:00:06,379
某米呢被你一路给喊下来了

4
00:00:06,379 --> 00:00:07,860
我刚才看了一眼啊

5
00:00:07,860 --> 00:00:09,630
哇哦简直了

6
00:00:09,630 --> 00:00:11,830
从61跌到29了

7
00:00:11,830 --> 00:00:13,410
正好腰斩啊

8
00:00:13,410 --> 00:00:16,750
我去年这个时候说某米会腰斩

9
00:00:16,750 --> 00:00:18,519
还有一人骂我举报我

10
00:00:18,519 --> 00:00:22,420
结果呢正好一年腰斩了吧

11
00:00:22,420 --> 00:00:24,699
如果你去年这时候50多

12
00:00:24,699 --> 00:00:25,660
60多卖了

13
00:00:25,660 --> 00:00:27,699
你年年不就少损失一半嘛

14
00:00:27,699 --> 00:00:28,629
对不对

15
00:00:28,629 --> 00:00:31,129
所以嘛哈我给大家讲啊

16
00:00:31,129 --> 00:00:35,279
作为我们专业做手机家电快20年的人

17
00:00:35,279 --> 00:00:36,978
还是有一定发言权的

18
00:00:36,978 --> 00:00:39,658
我们从来不去打击任何的对象

19
00:00:39,658 --> 00:00:40,978
我们只讲客观事实

20
00:00:40,978 --> 00:00:45,640
首先第一个专业做家电的海尔都开始下滑了

21
00:00:45,640 --> 00:00:47,219
去年第四季度大幅下滑

22
00:00:47,219 --> 00:00:49,640
今年第一季度海尔的财报出来了

23
00:00:49,640 --> 00:00:50,920
业绩下滑6%啊

24
00:00:50,920 --> 00:00:52,340
利润下滑15%

25
00:00:52,340 --> 00:00:53,619
专业做家电的啊

26
00:00:53,619 --> 00:00:58,039
一半51%是出口专业做家电的小家电的啊

27
00:00:58,039 --> 00:00:58,619
你看一下

28
00:00:58,619 --> 00:01:03,369
无论是苏泊尔九阳小熊都是不能挡的

29
00:01:03,369 --> 00:01:05,379
各位都很难能挡了

30
00:01:05,379 --> 00:01:07,078
连这种专业的都不能涨啊

31
00:01:07,078 --> 00:01:08,679
你业余的咋正常呀

32
00:01:08,679 --> 00:01:10,299
如果专业的都打价格战

33
00:01:10,299 --> 00:01:12,099
你业余的你咋跟呀

34
00:01:12,099 --> 00:01:12,498
对不对

35
00:01:12,498 --> 00:01:14,629
我经常讲我这家电这个行业非常残酷

36
00:01:14,629 --> 00:01:15,750
高端的对吧

37
00:01:15,750 --> 00:01:19,209
上面有这个海尔自己的什么卡萨帝呀

38
00:01:19,209 --> 00:01:22,549
什么格力呀哈然后终端的啊

39
00:01:22,549 --> 00:01:23,049
美帝啊

40
00:01:23,049 --> 00:01:24,388
海尔呀是吧

41
00:01:24,388 --> 00:01:26,209
这些低端的哈

42
00:01:26,209 --> 00:01:27,629
这靠赵高是长虹啊

43
00:01:27,629 --> 00:01:29,950
TCL高中低全覆盖

44
00:01:29,950 --> 00:01:32,170
家里那个行业非常难打

45
00:01:32,370 --> 00:01:33,469
再看看手机

46
00:01:33,469 --> 00:01:34,250
更不用讲啊

47
00:01:34,250 --> 00:01:36,450
高端的苹果华为我经常讲

48
00:01:36,450 --> 00:01:37,769
我说华为今年不但不涨价

49
00:01:37,769 --> 00:01:38,489
还降价了

50
00:01:38,489 --> 00:01:41,280
各位他因为他所有都是自己的

51
00:01:41,560 --> 00:01:42,659
而且品牌力很强

52
00:01:42,659 --> 00:01:45,560
你也知道华为这家公司他能拿到很多的政策资源是吧

53
00:01:45,560 --> 00:01:47,150
他他根本就不惜惜代价

54
00:01:47,150 --> 00:01:49,930
华为目前是市场占有率20%的占有率了

55
00:01:49,930 --> 00:01:50,349
对不对

56
00:01:50,349 --> 00:01:52,510
你说市场行业下滑

57
00:01:52,510 --> 00:01:53,989
华为降价

58
00:01:53,989 --> 00:01:55,769
苹果不涨价嗯

59
00:01:55,769 --> 00:01:58,269
人家的这个普通机比你现机配置还高

60
00:01:58,269 --> 00:01:58,790
价格一样

61
00:01:58,790 --> 00:01:59,870
你咋搞呀

62
00:01:59,870 --> 00:02:02,209
这就是掰着手指头都能算出来的

63
00:02:02,209 --> 00:02:05,150
所以说你看我说某米的业绩至少下降30%

64
00:02:05,150 --> 00:02:05,909
手机啊

65
00:02:05,909 --> 00:02:06,590
至少30%

66
00:02:06,590 --> 00:02:08,150
你看这这马上验证了

67
00:02:08,150 --> 00:02:08,810
对不对

68
00:02:08,810 --> 00:02:10,330
第三个汽车

69
00:02:10,330 --> 00:02:13,650
我说咱中国的氢能源汽车过剩很严重

70
00:02:13,650 --> 00:02:14,569
好不好

71
00:02:14,569 --> 00:02:15,879
内存涨价

72
00:02:15,879 --> 00:02:17,330
电池涨价啊

73
00:02:17,330 --> 00:02:18,729
所有的材料都涨价

74
00:02:18,729 --> 00:02:20,789
你看我们做家电的那些铝啊

75
00:02:20,789 --> 00:02:22,009
铜啊都翻倍的涨

76
00:02:22,009 --> 00:02:23,810
各位你说零售价涨了吗

77
00:02:23,810 --> 00:02:24,789
没涨还降了

78
00:02:24,789 --> 00:02:26,030
为啥库存太大了

79
00:02:26,030 --> 00:02:27,270
你知道这一积压了多少呀

80
00:02:27,270 --> 00:02:28,090
消化不了

81
00:02:28,090 --> 00:02:29,310
我看了一组数据啊

82
00:02:29,310 --> 00:02:32,069
我们好像一年国内可以生产5000万台车

83
00:02:32,069 --> 00:02:33,650
我们实际的消化只有3000多万台

84
00:02:33,650 --> 00:02:34,870
那实际上你看这么多库存

85
00:02:34,870 --> 00:02:35,430
你怎么搞呀

86
00:02:35,430 --> 00:02:37,389
你只能要不低价往海外走啊

87
00:02:37,389 --> 00:02:38,550
要不就低价在国内卖

88
00:02:38,550 --> 00:02:39,680
你搞来搞去

89
00:02:39,680 --> 00:02:40,860
你孩子长不上来

90
00:02:40,860 --> 00:02:41,699
对不对啊

91
00:02:41,699 --> 00:02:43,620
你做的三个行业啊

92
00:02:43,620 --> 00:02:46,479
家电汽车手机全是学海战术

93
00:02:46,479 --> 00:02:47,949
你某米再牛逼

94
00:02:47,949 --> 00:02:49,250
你说你能顶得住啊

95
00:02:49,250 --> 00:02:50,550
我去年那个时候讲的一个逻辑

96
00:02:50,550 --> 00:02:53,360
我说唉再厉害的老板是吧

97
00:02:53,360 --> 00:02:54,639
你也打不过是吧

98
00:02:54,639 --> 00:02:56,340
你一个你你你是吧

99
00:02:56,340 --> 00:02:57,840
双拳难难敌四手呀

100
00:02:57,840 --> 00:02:58,199
你是吧

101
00:02:58,199 --> 00:03:00,259
你孤狼难在群啊

102
00:03:00,259 --> 00:03:01,539
群群群雄啊

103
00:03:01,539 --> 00:03:02,659
你怎么搞你

104
00:03:02,659 --> 00:03:03,819
你一个人势单力薄

105
00:03:03,819 --> 00:03:04,479
对不对

106
00:03:04,479 --> 00:03:06,259
但是呢你到去年到现在啊

107
00:03:06,259 --> 00:03:08,379
我每个视频都被举报下架

108
00:03:08,379 --> 00:03:10,259
每个视频啊无一例外啊

109
00:03:10,259 --> 00:03:11,949
无论是说这个啊

110
00:03:11,949 --> 00:03:12,830
说他的业绩下滑

111
00:03:12,830 --> 00:03:13,750
竞争激烈啊

112
00:03:13,750 --> 00:03:17,669
还是说这个啊团队之间呢这个啊除了老板以外

113
00:03:17,669 --> 00:03:19,310
其他的高管没有战斗力啊

114
00:03:19,310 --> 00:03:22,188
还是说这个啊这个估值太高是吧

115
00:03:22,188 --> 00:03:26,449
包括呢这个糕点蒸发低低位回顾你这些东西我讲了很多次啊

116
00:03:26,449 --> 00:03:27,719
无一例外每次都被举报

117
00:03:27,719 --> 00:03:28,560
但是话又说回来

118
00:03:28,560 --> 00:03:29,759
如果去年你能听懂你

119
00:03:29,759 --> 00:03:31,719
现在你不就减少了一半损失吗

120
00:03:31,719 --> 00:03:33,520
当然现在更多的人还是感谢我的啊

121
00:03:33,520 --> 00:03:34,360
因为看了我的视频

122
00:03:34,360 --> 00:03:36,539
因为在我的视频被删除下架之前

123
00:03:36,539 --> 00:03:37,340
有人看到了啊

124
00:03:37,340 --> 00:03:37,780
有人看到

125
00:03:37,780 --> 00:03:40,639
然后呢哎一分析哎你这个逻辑对呀对吧

126
00:03:40,639 --> 00:03:42,360
然后呢大家就哎减仓了

127
00:03:42,360 --> 00:03:43,719
所以说你看躲过一劫吧

128
00:03:43,719 --> 00:03:47,000
最起码的你得少亏一半吧啊所以说你也不用感谢我

129
00:03:47,000 --> 00:03:49,509
但是呢我这我是做客观分析的啊

130
00:03:49,509 --> 00:03:53,069
因为我从事这个行业最早的时候我们是做这个步步高的哈

131
00:03:53,069 --> 00:03:54,229
你看我们做过VIVO手机

132
00:03:54,229 --> 00:03:55,689
OPPO手机是吧

133
00:03:55,689 --> 00:04:00,199
然后呢这个在之前还做过天宇酷派啊

134
00:04:00,199 --> 00:04:01,819
再往前呢还做过波导是吧

135
00:04:01,819 --> 00:04:02,759
就一波就倒嘛

136
00:04:02,759 --> 00:04:06,520
人家波导现在跑到海外做那个做那个船音去了是吧

137
00:04:06,520 --> 00:04:07,879
VIVOOPPOBBK我们都做过

138
00:04:07,879 --> 00:04:12,080
我们其实这个手机行业是整个经历了从2G时代的BBK啊

139
00:04:12,080 --> 00:04:13,759
波导TCL啊

140
00:04:13,759 --> 00:04:16,040
然后呢这个后来的酷派啊啊3G时代

141
00:04:16,040 --> 00:04:17,119
后来魅族啊

142
00:04:17,119 --> 00:04:18,598
这到后面那什么小辣椒啊

143
00:04:18,598 --> 00:04:20,119
什么所有的实验我们经历过

144
00:04:20,119 --> 00:04:21,559
那到后来小米出来之后

145
00:04:21,559 --> 00:04:23,119
把山寨机全部干掉啊

146
00:04:23,119 --> 00:04:24,920
然后呢用性价比全部干死

147
00:04:24,920 --> 00:04:26,740
然后再到后面呢就是华为啊

148
00:04:26,740 --> 00:04:28,180
华为横空出世之后呢

149
00:04:28,180 --> 00:04:30,240
啊到后面的这个从3G到4G啊

150
00:04:30,240 --> 00:04:31,399
我们过了一段好日子啊

151
00:04:31,399 --> 00:04:32,439
从4G到5G啊

152
00:04:32,439 --> 00:04:34,129
我们经销商代理商基本就完蛋了

153
00:04:34,129 --> 00:04:35,730
到一年之后华为出来之后

154
00:04:35,730 --> 00:04:37,149
那基本上全军覆没了

155
00:04:37,149 --> 00:04:39,298
那后面呢又是出现了这个制裁

156
00:04:39,298 --> 00:04:40,699
到美国制裁华为的时候

157
00:04:40,699 --> 00:04:42,399
那那那国产手机又起来了一波

158
00:04:42,399 --> 00:04:44,529
那现在呢华为又起来了

159
00:04:44,529 --> 00:04:46,209
然后国产的又不行了

160
00:04:46,209 --> 00:04:46,810
这是安卓的

161
00:04:46,810 --> 00:04:47,680
又不行了

162
00:04:47,680 --> 00:04:50,339
所以这个行业的兴衰我们全都经历完之后呢

163
00:04:50,339 --> 00:04:51,680
再加上家电行业是吧

164
00:04:51,680 --> 00:04:55,089
从这个啊当时这个美帝九阳苏泊尔开始啊

165
00:04:55,089 --> 00:04:57,449
后面的啊格力先锋艾美特啊

166
00:04:57,449 --> 00:04:58,769
在后面的每一个领域啊

167
00:04:58,769 --> 00:05:00,129
家电我们都经历过对吧

168
00:05:00,129 --> 00:05:01,290
而汽车没有经历过哈

169
00:05:01,290 --> 00:05:04,290
但是呢你最起码你汽车你看市场也能看明白对吧

170
00:05:04,290 --> 00:05:06,079
你这个市场竞争怎么样对吧

171
00:05:06,079 --> 00:05:06,819
价格战怎么样

172
00:05:06,819 --> 00:05:07,920
你看财报就到了呀

173
00:05:07,920 --> 00:05:09,079
新设立市场经验

174
00:05:09,079 --> 00:05:10,259
你看看困成啥样了

175
00:05:10,259 --> 00:05:12,720
连那个最稳的理想都亏的一塌糊涂

176
00:05:12,720 --> 00:05:13,199
对不对

177
00:05:13,199 --> 00:05:14,079
能看得出来的

178
00:05:14,079 --> 00:05:16,300
所以说这个呢这个行业这个事情啊

179
00:05:16,300 --> 00:05:17,819
就是你得你得你得相信啊

180
00:05:17,819 --> 00:05:21,079
就是这个行业东西呢它是在竞争面前

181
00:05:21,079 --> 00:05:23,439
你任何的牛逼的人都是无解的

182
00:05:23,439 --> 00:05:23,819
知道吗

183
00:05:23,819 --> 00:05:24,839
就是竞争过度啊

184
00:05:24,839 --> 00:05:26,839
库存过度怎么都白搭对吧

185
00:05:26,839 --> 00:05:28,399
你看苹果这两年也没怎么涨呀

186
00:05:28,399 --> 00:05:29,009
对不对

187
00:05:29,009 --> 00:05:31,160
所以呢这就是核心问题啊

188
00:05:31,160 --> 00:05:31,639
兄弟们啊

189
00:05:31,639 --> 00:05:33,240
这个没有任何情绪啊

190
00:05:33,240 --> 00:05:34,160
客观分析啊

191
00:05:34,160 --> 00:05:36,079
也希望呢大家看明白之后呢

192
00:05:36,079 --> 00:05:38,519
能哈至少能少少点损失吧

共 8 条，按点赞数排序。

共 3 条，按视频时间排序。