从“硬件+AI”转向_老虎社区_美港股上老虎

从“硬件+AI”转向“全栈大模型”的方向来看，小米正在构建自己的技术护城河。MiMo若能落地到手机、汽车、IoT多个终端，反而可能是AI商业化最快的路径之一。

当前估值仍在合理区间，若能持续输出AI落地成果，有望支撑第二波行情。

$小米集团-W (01810.HK)$ 公布截至2025年6月30日二季度业绩，财报显示：营收1159.56亿元（人民币，下同），同比增长30.5%，市场预期为1149.39亿元；经调整净利润108.31亿元，同比增长75.4%，市场预期为102.27亿元。【小米股价近期持续陷入回调，7月以来自高点一度回落超10%，大家看好小米实现绩后反弹吗？当前股价回调到位了吗？】

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