概率论加成长
08-09
通篇抄袭大和和花期的报告,人工智能写的
研报掘金丨中金:下调小米目标价9%,维持“跑赢行业”评级
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。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP,发表看法
APP内打开
发表看法
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":465794338697696,"tweetId":"465794338697696","gmtCreate":1754744654181,"gmtModify":1754744655961,"author":{"id":4196896602590472,"idStr":"4196896602590472","authorId":4196896602590472,"authorIdStr":"4196896602590472","name":"概率论加成长","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":9,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.08.07","exceedPercentage":"93.76%","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":76,"starInvestorFlag":true,"fullDisclosureFlag":true,"starInvestorFollowerNum":76,"starInvestorOrderShareNum":255,"userFollowInvestorFlag":false,"orderNotificationFlag":false,"ror":217.76,"showRor":true,"winRationPercentage":63.913043,"tradeVolumeEst":0},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>通篇抄袭大和和花期的报告,人工智能写的</p></body></html>","htmlText":"<html><head></head><body><p>通篇抄袭大和和花期的报告,人工智能写的</p></body></html>","text":"通篇抄袭大和和花期的报告,人工智能写的","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/465794338697696","repostId":2557546181,"repostType":2,"repost":{"id":"2557546181","kind":"live","pubTimestamp":1754638938,"share":"https://www.laohu8.com/m/news/2557546181?lang=&edition=full","pubTime":"2025-08-08 15:42","market":"hk","language":"zh","title":"研报掘金丨中金:下调小米目标价9%,维持“跑赢行业”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2557546181","media":"格隆汇","summary":"中金发表报告,下调小米集团(1810.HK)目标价9%至70港元,对应2025及2026年经调整净利润市盈率34.4倍及25.1倍,维持“跑赢行业”评级。\n中金预期小米第二季经调整净利润同比增64.8","content":"<html><body><p>中金发表报告,下调小米集团(1810.HK)目标价9%至70港元,对应2025及2026年经调整净利润市盈率34.4倍及25.1倍,维持“跑赢行业”评级。\n中金预期小米第二季经调整净利润同比增64.84%至101.79亿元,营业额料升32.71%至1179.67亿元,预计手机收入跌1.6%至457.92亿元,考虑拉美等低毛利市场占比提升及竞争因素,手机毛利率或将同比及环比下降0.6个百分点及0.9个百分点,至11.5%。\n中金又预计IoT收入升36%至363.94亿元,毛利率同比增3.3个百分点至23%,环比下降2.2个百分点,因618大促产品价格下降及行业竞争加剧。互联网业务收入升11%至91.75亿元;毛利率跌至76%。\n至于次季小米SU7交付量料达8.1万辆,对应收入259.2亿元,毛利率环比升 1个百分点至24.2%。展望下半年随汽车工厂二期产能释放,YU7量产速度加快,看好汽车交付量持续增长。</p></body></html>","source":"live_gelonghui","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>研报掘金丨中金:下调小米目标价9%,维持“跑赢行业”评级</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n研报掘金丨中金:下调小米目标价9%,维持“跑赢行业”评级\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-08 15:42 北京时间 <a href=https://www.gelonghui.com/rss/live/live.xml><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>中金发表报告,下调小米集团(1810.HK)目标价9%至70港元,对应2025及2026年经调整净利润市盈率34.4倍及25.1倍,维持“跑赢行业”评级。\n中金预期小米第二季经调整净利润同比增64.84%至101.79亿元,营业额料升32.71%至1179.67亿元,预计手机收入跌1.6%至457.92亿元,考虑拉美等低毛利市场占比提升及竞争因素,手机毛利率或将同比及环比下降0.6个百分点及0.9...</p>\n\n<a href=\"https://www.gelonghui.com/rss/live/live.xml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","159792":"互联网","160636":"互联网","BK1193":"电脑硬件、储存设备及电脑周边","BK1618":"Manus概念股","LU2226246903.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT4\" (HKD) ACC","LU0143863198.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"AU\" (USD) ACC","LU0359201612.USD":"贝莱德中国基金A2","LU1808992512.USD":"AB ALL CHINA EQUITY PORTFOLIO \"A\" (USD) ACC","LU0051755006.USD":"摩根大通中国A (dist)","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","SG9999002463.SGD":"LionGlobal China Growth SGD","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU1720050803.USD":"安联全方位中国股票基金","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","LU0634319403.HKD":"ALLIANZ HONG KONG EQUITY \"AT\" (HKD) ACC","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","LU0254981946.USD":"HSBC GIF BRIC MARKETS EQUITY \"AC\" (USD) ACC","LU0700851271.USD":"NINETY ONE GSF EMERGING MARKETS MULTI-ASSET \"A\" (USD) ACC","LU2257852520.SGD":"JPMorgan Funds - Asia Growth A (acc) SGD","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","01810":"小米集团-W","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","SG9999001093.SGD":"United Greater China Fund A Acc SGD","LU0918141705.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AM\" (HKD) INC","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","BK1523":"武汉本地概念股","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","LU0499858438.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) INC","LU2152927971.USD":"NORDEA 1 ASIAN STARS EQUITY \"BP\" (USD) ACC","LU1813983027.USD":"MANULIFE GF DRAGON GROWTH \"AA\" (USD) INC","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","BK1506":"5G概念","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","LU0823413660.USD":"BNP PARIBAS EMERGING EQUITY \"C\" (USD) INC","LU0054450605.USD":"HSBC GIF GLOBAL EMERGING MARKTS EQ \"AD\" INC","HXXD.SI":"Xiaomi HK SDR 2to1","LU0823397103.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\" (USD) ACC","LU0164880469.USD":"HSBC GIF HONG KONG EQUITY \"AC\" ACC","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU0531970944.HKD":"HSBC GIF BRIC EQUITY \"AC\" (HKD) ACC","LU1323998911.USD":"BGF ASIAN MULTI-ASSET INCOME \"A\" (USD) ACC","XIACY":"小米集团ADR","LU1328277881.USD":"MANULIFE GF DRAGON GROWTH FUND \"AA\" (USD) INC","SG9999003461.SGD":"United Asia Pacific Infrastructure SGD","LU0235996351.USD":"UBS (LUX) KEY SELECTION SICAV - ASIAN EQUITY (USD) \"P\" (USD) ACC","LU0499858602.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) ACC"},"source_url":"https://www.gelonghui.com/rss/live/live.xml","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2557546181","content_text":"中金发表报告,下调小米集团(1810.HK)目标价9%至70港元,对应2025及2026年经调整净利润市盈率34.4倍及25.1倍,维持“跑赢行业”评级。\n中金预期小米第二季经调整净利润同比增64.84%至101.79亿元,营业额料升32.71%至1179.67亿元,预计手机收入跌1.6%至457.92亿元,考虑拉美等低毛利市场占比提升及竞争因素,手机毛利率或将同比及环比下降0.6个百分点及0.9个百分点,至11.5%。\n中金又预计IoT收入升36%至363.94亿元,毛利率同比增3.3个百分点至23%,环比下降2.2个百分点,因618大促产品价格下降及行业竞争加剧。互联网业务收入升11%至91.75亿元;毛利率跌至76%。\n至于次季小米SU7交付量料达8.1万辆,对应收入259.2亿元,毛利率环比升 1个百分点至24.2%。展望下半年随汽车工厂二期产能释放,YU7量产速度加快,看好汽车交付量持续增长。","news_type":1,"symbols_score_info":{"81810":0.6,"159792":1,"160636":1,"01810":1,"MIUmain":1,"HXXD.SI":0.6,"XIACY":0.6}},"isVote":1,"tweetType":1,"viewCount":300,"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":37,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/465794338697696"}
精彩评论