KEINS
05-02
天哪，小米汽车各种负面新闻，竟然股票这么涨。。。。魔幻。你们不怕就使劲买，我看看最后死几个
小米财报符合预期！股价回调到位了吗？
$小米集团-W (01810.HK)$ 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？】
免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。
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小肥狼
05-02
小肥狼
长期看跌 没有核心技术的公司 走不长远
小肥狼
回复
价值投资20年后留给娃
:
你去知乎看看 小米这个芯片自主研发占比能不能超过20% [开心] 形象演绎什么叫“掐脖子就窒息，松手就吹牛逼” 用国外的EDA软件 ARM的IP和定制平台 台积电的代工 小米作为整合商 这回把芯片也整合上了 确实牛
价值投资20年后留给娃
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小肥狼
:
小米现在连3纳米芯片都造出来了，还说人家没技术不？
好韭不贱贱
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价值投资20年后留给娃
:
技术再好最终还是得贸易，只要产品没有致命缺陷都不是啥问题，看营销的，小米的营销不用说了吧 [贱笑]
好韭不贱贱
回复
价值投资20年后留给娃
:
归根到底就是货能卖出去就是技术 [贱笑]
Mier_Ma
:
你真是井底之蛙，没有核心技术，你懂核心技术是什么吗？
全部9条回复
逆向分析师
05-02
逆向分析师
不懂，是信息茧房了？之前有负面消息是不是该跌也跌了？近些天车企月售数据出炉、小米手机全球排行、开源大模型、中金大华大和等机构普遍维持评级上调目标价，不全是利好消息吗？搞不懂。。。
笑谈词穷
05-03
笑谈词穷
先不说在传统白电行业小米带来的冲击。就拿汽车来说，很多你看不到或者理解不了的地方小米也会在未来几年内处于领先地位。第一新建的工业4.0的工厂，全自动化程度很高，会带来品质的稳定，柔性制造，更高的的生产效率和制造成本优势，虽然建厂成本会高一些。第二，资金周转速度，小米基本线上订单销售，原材料和库存车周转速度极快，不再是传统4S店层层压车占用资金模式，相较于传统汽车销售模式长达几个月半年库存周期，以及给供应商长达一年多的账期，带来的是模式上的碾压，不怕利润低，就怕拿不到回款，以前多少供应商被账期活活拖死。第三，服务体系的创新，这个只有车主体验过后会更有发言权。
IcyMe
05-02
IcyMe
higo急了
不要频繁操作
05-02
不要频繁操作
我12的本，哈哈哈哈
宋引酒
05-02
宋引酒
你是亏了多少啊 别跳楼了 坚强
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