Since I haven’t opened a position recently, let’s talk about some topics that have nothing to do with the currency circle. The most popular topic in this media in the past two days is the Xiaomi su7.

Let me talk about it from my own perspective. During the Raytheon press conference, all three new car-making forces were present. However, in the comparison of Xiaomi cars, Raytheon compared its own cars many times. It is Tesla Motors. From the first perspective, it shows that Tesla is still the benchmark in this new energy vehicle industry. From the second perspective, Xiaomi is targeting the position of the industry leader. At this point, let’s stop and return. Let’s take a look at Thor’s resume. Lei Jun started out making software with Qiu Bojun, then made mobile phones with Steve Jobs, and now makes cars with Musk. I think his pace is very good, even though he is not good at eating. The position of the fish head, but he completely ate the entire belly of the fish. In the meantime, we have to mention that China’s huge supply chain, which is second to none in the world, and China’s huge human resources, so, taken together, Lei Jun’s car giant The probability is very successful.

Another dimension, from the perspective of investment, let’s talk about it. Let’s think back to the time when Model 3 just entered China. I remember that Han Han spent 1.6 million to mention the car. When the media interviewed him in the next two years, he He said that if he had bought Tesla stock with 1.6 million, he would have made hundreds of millions in the past few years. In fact, I think this logic can also be applied to Xiaomi's logic. If you are not so anxious to buy Cars, in reality, the use of cars is not that high. I think you can use the money you spend to buy Xiaomi cars to buy its shares. If the stock price doubles, or increases by 50%, it is equivalent to your I got a Xiaomi Super 7 for free. According to the current Xiaomi stock price of 14.8 yuan, the issue price is 22.00 and the highest is 35.00 yuan. When the Sino-US trade war was at its hottest, all Chinese concept stocks were crazily suppressed. At that time, Xiaomi’s stock price was as low as 8.00 yuan. According to the current market situation, theoretically it will no longer reach the price of eight yuan. If you buy now, you will have a higher probability of making money in the long run. But if you buy a car directly now, according to the current domestic new energy update With the speed of iteration, it is appropriate to lose 50% in two years.