EPISODE · Jun 17, 2026 · 12 MIN
如何快速了解一个行业08 戳穿千亿市场大饼
from 深蓝趋势:未来十年投资机会与风险
我们只要1%份额就有10亿营收"——这是投资圈最大的谎言。本期用"分蛋糕"比喻彻底讲透TAM(盒子)、SAM(桌上蛋糕)、SOM(你分到的)三层口径。导入期看TAM博上市,成长期看渗透率防天花板,成熟期拼SOM抢份额。刘晓英铁律:细分市场看不到500亿基本不投。你的赛道是真机会还是PPT幻觉?
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如何快速了解一个行业08 戳穿千亿市场大饼
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