小米的问题是到底是定_老虎社区_美港股上老虎 - 老虎社区

小米的问题是到底是定义为科技公司，还是贴牌工厂，两种定性的估值模型完全不同，如果后者，那明显就贵了，如果是前者，则可以对标下特斯拉🤔

小米618刷新大促记录！股价能否重返升势？

小米公司发布618销售战报，全渠道累计支付金额突破355亿元，刷新小米历年大促纪录，其中手机品类包揽了多平台的各项冠军，包括销量第一、销售额第一等等，稳坐国产第一的位置。高盛维持小米集团“买入”评级，因618购物节期间线上线下总交易额(GMV)达355亿元，同比增长35%，表现符合预期。【YU7月底即将发布，大家看好小米重返升势吗？何时再进场？】

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。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":435332738134584,"tweetId":"435332738134584","gmtCreate":1747292051586,"gmtModify":1747292053974,"author":{"id":3556065915296727,"idStr":"3556065915296727","authorId":3556065915296727,"authorIdStr":"3556065915296727","name":"京城Z先生","avatar":"https://static.tigerbbs.com/da54e036041e5c8ebada295a54421b52","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"3f8f4b8c193b4343a88817ce07587dbd-1","templateUuid":"3f8f4b8c193b4343a88817ce07587dbd","name":"星级创作者","description":"累计发表精华帖>=3（或有料帖>=10），且30天内发表过至少一篇精华帖（或4篇有料帖）并参与过评论","bigImgUrl":"https://static.tigerbbs.com/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://static.tigerbbs.com/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://www.laohu8.com/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.08.31","individualDisplayEnabled":0},"individualDisplayBadges":[{"badgeId":"3f8f4b8c193b4343a88817ce07587dbd-1","templateUuid":"3f8f4b8c193b4343a88817ce07587dbd","name":"星级创作者","description":"累计发表精华帖>=3（或有料帖>=10），且30天内发表过至少一篇精华帖（或4篇有料帖）并参与过评论","bigImgUrl":"https://static.tigerbbs.com/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://static.tigerbbs.com/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://www.laohu8.com/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.06.22","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"}}],"fanSize":1522,"starInvestorFlag":false},"themes":[{"themeId":"0c43d0a45ff24d72abcb2afb50c63510","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"小米618刷新大促记录！股价能否重返升势？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":0c43d0a45ff24d72abcb2afb50c63510}&rnconfig={\"headerBarHidden\": true}","description":"小米公司发布618销售战报，全渠道累计支付金额突破355亿元，刷新小米历年大促纪录，其中手机品类包揽了多平台的各项冠军，包括销量第一、销售额第一等等，稳坐国产第一的位置。高盛维持小米集团“买入”评级，因618购物节期间线上线下总交易额(GMV)达355亿元，同比增长35%，表现符合预期。【YU7月底即将发布，大家看好小米重返升势吗？何时再进场？】","image":"https://static.tigerbbs.com/4e7ea6507d1f832f32224d9757db27bb"}],"images":[],"coverImages":[],"html":"<html><head></head><body><p>小米的问题是到底是定义为科技公司，还是贴牌工厂，两种定性的估值模型完全不同，如果后者，那明显就贵了，如果是前者，则可以对标下特斯拉🤔</p></body></html>","htmlText":"<html><head></head><body><p>小米的问题是到底是定义为科技公司，还是贴牌工厂，两种定性的估值模型完全不同，如果后者，那明显就贵了，如果是前者，则可以对标下特斯拉🤔</p></body></html>","text":"小米的问题是到底是定义为科技公司，还是贴牌工厂，两种定性的估值模型完全不同，如果后者，那明显就贵了，如果是前者，则可以对标下特斯拉🤔","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/435332738134584","repostId":0,"isVote":1,"tweetType":1,"viewCount":536,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":126,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/435332738134584"}