行天下639800的个人主页 - 老虎社区

行天下639800

行天下639800

韭菜，流浪菜鸟，但有点耐心

IP属地：未知

255关注

447粉丝

1主题

0勋章

行天下639800

06-07

D.西蒙就该引咎辞职！

Tilray Brands Shareholders to Vote on Reverse Stock Split Proposal on June 10

行天下639800

06-07

CEO就该引咎辞职

异动解读 | Tilray公司盘中股价大跌13.16%,被季绩亏损拖累

行天下639800

03-27

没办法，没人合起来整治空头，要像游戏驿站一样，空头早已死翘翘！

@福泰阳光:$TLRY 20260116 1.5 CALL$ 家家户户

行天下639800

02-06

$Tilray Inc.(TLRY)$ Tilray CEO 欧文.D.西蒙应该下台

行天下639800

02-04

这家伙太不会经营了，一手好牌打得稀烂！

@行天下639800:$Tilray Inc.(TLRY)$ 强烈建议Simon 下台

行天下639800

02-04

D.Simon在CEO的位置上，Tilray就上不去！

@行天下639800:$Tilray Inc.(TLRY)$ 强烈建议Simon 下台

行天下639800

02-04

$Tilray Inc.(TLRY)$ 强烈建议Simon 下台

行天下639800

02-04

$Tilray Inc.(TLRY)$ 眼看着一口气倒不上来了

行天下639800

01-31

$Tilray Inc.(TLRY)$ 昨天好像倒闭的样子，今天又是为什么？

行天下639800

2024-11-11

$日元ETF-CurrencyShares(FXY)$ 美元降息为什么美指还涨呢？

行天下639800

2024-09-06

最喜欢随时随地查历史成交记录

@小虎产品经理:【老虎国际9.2.0】，说说你最喜欢哪个功能?

行天下639800

2024-08-23

$Lucid Group Inc(LCID)$ 今天一枝独秀！

行天下639800

2024-04-20

$日元ETF-CurrencyShares(FXY)$ 日元加息远不及人们的预期，所以不涨反跌

行天下639800

2024-04-20

日元加息远不及人们预期，不涨反跌！

@Ryan_Z0528:日元跌到34年来低位，ChatGPT告诉我“做多日本可以持续！”

行天下639800

2024-04-04

$Tilray Inc.(TLRY)$ 憋了四年了，今天得绝地反击

行天下639800

2024-04-04

憋了四年，绝地反击

@螃哈:$奥罗拉大麻公司(ACB)$ 太疯狂了

行天下639800

2024-03-20

吹牛不打草稿，张口就来！

小米电话会：小米汽车“会有一点贵”，未来会为小米手机添加AI功能

行天下639800

2024-03-04

[龇牙] 欧盟缺钱了就拿美国大公司开刀，弄点花花

苹果公司因滥用APP STORE规则被欧盟罚款18亿欧元

行天下639800

2024-02-20

这家伙还在画大饼，将来会死得很惨

抱歉，原内容已删除

行天下639800

2023-12-23

$Tilray Inc.(TLRY)$ 什么情况呢？

去老虎APP查看更多动态

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Simon said the reverse stock split is expected to cut the company's cost structure by over $1 million on an annual run rate basis.</p><p>Tilray said it has reduced debt by $76 million since June 2024 and reported over $248 million in cash and marketable securities as of Feb. 28.</p><p>Tilray Brands shares were over 2% lower in recent premarket activity.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4557":"大麻股","BK4547":"WSB热门概念","BK4596":"哈里斯概念","BK4007":"制药","TLRY":"Tilray Inc."},"source_url":"https://www.mtnewswires.com/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2528571938","content_text":"Tilray Brands (TLRY) said Thursday it will hold a special stockholders meeting on June 10, at which time shareholders will vote on a proposed reverse stock split at a ratio between 1-for-10 and 1-for-20, with the final ratio to be set by the company's board of directors.CEO Irwin D. Simon said the reverse stock split is expected to cut the company's cost structure by over $1 million on an annual run rate basis.Tilray said it has reduced debt by $76 million since June 2024 and reported over $248 million in cash and marketable securities as of Feb. 28.Tilray Brands shares were over 2% lower in recent premarket activity.","news_type":1,"symbols_score_info":{"TLRY":1}},"isVote":1,"tweetType":1,"viewCount":38,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":443499103843024,"gmtCreate":1749298571036,"gmtModify":1749298572233,"author":{"id":"3444732750101190","authorId":"3444732750101190","name":"行天下639800","avatar":"https://static.laohu8.com/7a9872d82227fdf805e09770cb2961a8","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3444732750101190","authorIdStr":"3444732750101190"},"themes":[],"htmlText":"CEO就该引咎辞职","listText":"CEO就该引咎辞职","text":"CEO就该引咎辞职","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/443499103843024","repostId":"1108040747","repostType":2,"repost":{"id":"1108040747","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1736519624,"share":"https://www.laohu8.com/m/news/1108040747?lang=&edition=full","pubTime":"2025-01-10 22:33","market":"hk","language":"zh","title":"异动解读 | Tilray公司盘中股价大跌13.16%,被季绩亏损拖累","url":"https://stock-news.laohu8.com/highlight/detail?id=1108040747","media":"异动解读","summary":"Tilray公司(TLRY)本周五盘中股价出现大跌,最大跌幅达13.16%,再次引发市场关注。\n\n造成这一大跌的主要原因是,Tilray公司在最新季度业绩出现亏损扩大。财报显示,Tilray第二季度净亏损高达8530万美元,比去年同期亏损额4620万美元进一步扩大。\n\n尽管公司在第二季度的大麻净收入和总收入均有一定增长,但营运成本的上升显然抵消了收入增长的正面影响。不过Tilray同时宣布推出题为\"420项目\"的2500万美元饮料业务计划,可能期望借此扩张新业务来改善业绩。","content":"<p>Tilray公司(TLRY)本周五盘中股价出现大跌,最大跌幅达13.16%,再次引发市场关注。</p>\n\n<p>造成这一大跌的主要原因是,Tilray公司在最新季度业绩出现亏损扩大。财报显示,Tilray第二季度净亏损高达8530万美元,比去年同期亏损额4620万美元进一步扩大。</p>\n\n<p>尽管公司在第二季度的大麻净收入和总收入均有一定增长,但营运成本的上升显然抵消了收入增长的正面影响。不过Tilray同时宣布推出题为\"420项目\"的2500万美元饮料业务计划,可能期望借此扩张新业务来改善业绩。</p>","source":"ai_movement_cn","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 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</p>\n<p class=\"h-time\">2025-01-10 22:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Tilray公司(TLRY)本周五盘中股价出现大跌,最大跌幅达13.16%,再次引发市场关注。</p>\n\n<p>造成这一大跌的主要原因是,Tilray公司在最新季度业绩出现亏损扩大。财报显示,Tilray第二季度净亏损高达8530万美元,比去年同期亏损额4620万美元进一步扩大。</p>\n\n<p>尽管公司在第二季度的大麻净收入和总收入均有一定增长,但营运成本的上升显然抵消了收入增长的正面影响。不过Tilray同时宣布推出题为\"420项目\"的2500万美元饮料业务计划,可能期望借此扩张新业务来改善业绩。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TLRY":"Tilray 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22:25","market":"us","language":"zh","title":"小米电话会：小米汽车“会有一点贵”，未来会为小米手机添加AI功能","url":"https://stock-news.laohu8.com/highlight/detail?id=2420220669","media":"华尔街见闻","summary":"3月19日，全新汽车产品正式发布前夕，小米集团公布了一份强劲的2023年四季度及全年财报。以下为电话会分析师Q&A环节实录：小米汽车的长期战略目标和SU7的定价小米汽车的目标，是就单款产品来说，小米SU7能成为纯电$豪华$轿车的前三名。小米手机海外机型是否会和$谷歌$Gemini等公司合作添加AI功能？小米在AI领域的研发进展良好，并有明确的时间表来补充或提升其AI功能，以保持在这一领域的竞争优势。","content":"<html><head></head><body><blockquote><p><strong>SU7只是小米的切入口，后续车型已经在开发中，长期规划是未来15-20年成为全球排名前五的汽车品牌。</strong></p></blockquote><p>3月19日，全新汽车产品正式发布前夕，小米集团公布了一份强劲的2023年四季度及全年财报。不仅利润超预期大幅增长，且智能手机业务也终于结束连续七个季度的同比下跌，实现复苏，且恢复力度好于市场大盘。</p><p>在晚间的财报电话会上，小米集团总裁卢伟冰表示，全球消费电子整体市场正处于微弱复苏中，小米在2024年的策略将是稳健而进取，其中稳健经营是小米长期坚持的方针。</p><p>对于汽车业务，卢伟冰称<strong>SU7只是小米的切入口，后续车型已经在开发中，长期规划是未来15-20年成为全球排名前五的汽车品牌。</strong></p><p>以下为电话会分析师Q&amp;A环节实录：</p><h2 id=\"id_3962444432\">小米汽车的长期战略目标和SU7的定价</h2><p>小米汽车的目标，是就单款产品来说，<strong>小米SU7能成为纯电<a href=\"https://laohu8.com/S/DLX\">豪华</a>轿车的前三名</strong>。目前SU7预约非常火爆，出现过单店超1万的预约量。</p><p>SU7定价也会有一点贵，不过相信在3月28日的发布会后，<strong>经过雷军的介绍，大家会觉得SU7的定价非常物超所值，是感动人心、价格厚道的定价体系，大家也一定会认可SU7的定价。</strong></p><h2 id=\"id_3105740875\">小米在高端市场的发展状况如何？</h2><p>小米在高端市场取得了显著的成功。数据显示，2023年小米的中国ASP同比增长超过19%，并占据了中国高端手机出货量的20%以上，市场份额从2022年的7.6%增长至2023年的16.9%，在4000至6000元价位段的市场份额达到28.2%，成为安卓手机市场的领导者。</p><p>在2023年小米14发布前，行业曾出现悲观情绪，但小米最终以无可争议的业绩证明了其在高端市场的强劲动能。</p><p>在海外市场特别是在欧洲市场，小米14进入了1000欧元至1500欧元的价格区间，标志着小米高端化进入新的阶段。小米14和小米14 Pro现在已经在中国市场4000元至6000元价格段站稳脚跟，<strong>预计2024年小米会继续突破6000元至1万元价格段区间。</strong></p><h2 id=\"id_2562855327\">东南亚市场销售表现明显好于同行的原因？</h2><p>这一显著增长主要得益于2020至2022年期间加大了海外市场的一线教育力度，以及去年下半年开始的策略调整和业务梳理。虽然一月份的增长可能不能代表全年情况，但整体来看，小米在东南亚市场的业绩发展速度非常快，市场份额有望在未来几年上一个台阶，尤其在菲律宾和越南等国家表现突出。</p><h2 id=\"id_3206644180\">小米手机海外机型是否会和<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>Gemini等公司合作添加AI功能？如果不会的话，会不会自己推出大模型？</h2><p>小米是谷歌全球重要的合作伙伴之一，会考虑哪些功能能给用户带来更好的体验，从而决定采用合作还是自研的方式。例如，与<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>S24系列手机相比，<strong>小米AI功能并不逊色，甚至可能在某些方面更有竞争力。</strong>小米在AI领域的研发进展良好，并有明确的时间表来补充或提升其AI功能，以保持在这一领域的竞争优势。</p><h2 id=\"id_88326725\">手机毛利率提升很显著，多少来自产品结构组合改变？多少来自原材料价格下降？未来原材料价格回升的话如何应对？</h2><p>手机业务毛利率提高主要受到两个因素的影响：一是产品结构组合的改变（即更多高端产品的推出）；二是成本下降，其中内存成本和屏幕成本的下降起到了关键作用。同时，其他器件的成本也在持续下降，如结构件和相机模组生产相关成本，这将进一步提高毛利率。</p><p>整体成本上升的确会对手机业务毛利率产生影响，但小米最大的优势在于将其手机业务作为IOT策略的一部分，可通过其他LT组合来提高AIOT业务的毛利率，从而综合考虑，小米有信心保持手机业务毛利率的稳定。虽然毛利率波动可能性较大，但整体水平在过去几个季度一直保持在20%以上，且小米更为关注用户体验带来的产品价值。</p><h2 id=\"id_2682316874\">小米汽车线下销售渠道的战略和覆盖率目标</h2><p>在汽车业务方面，小米结合新零售成功实践和汽车行业特色，形成小米汽车渠道布局，包括小米自己的交付中心和其他门店扩大面积形成融合，未来将拓展更多的门店，以实现全生态打通带来的积极影响。</p><p>首先是一些小米汽车的“投资人”在原有的4S店基础上进行改造，并赋予服务功能的授权2S店，交付部分则由小米自己负责。消费者也可通过小米之家等标准化门店，体验和享受相似的服务。</p><h2 id=\"id_561238903\">汽车产品线的长期规划</h2><p>小米的目标是<strong>在未来的15到20年，成为全球前五的汽车品牌。</strong>也就是意味着肯定不会是一个某个细分市场的玩家，而会进入全渠道、全品类。</p><p>SU7作为一款C级豪华纯电轿车，只是一个切入口。后续的车型已经在开发阶段，不便透露细节。</p><h2 id=\"id_1812169636\">端侧AI未来会有哪些进展？小米目前有哪些布局？</h2><p>关于端侧AI应用，小米采用端云结合的策略，虽然端侧在算力和带宽上存在一些局限，但随着端侧算力和模型优化效率的提高，小米将不断推出基于端侧AI的功能和服务，未来可以在小米15等产品上可以看到端侧AI的能力。</p><h2 id=\"id_2473724347\">四季度互联网收入和毛利创历史新高，后续怎么提升互联网业务尤其是广告的盈利能力？</h2><p>小米计划通过以下三点来提升互联网业务尤其是广告业务的盈利能力：</p><p>首先，利用客户存量用户增长带来的优势，例如去年小米全球用户数增长了接近6000万；</p><p>其次，优化产品结构和用户结构，利用高端手机用户的数据共存和运营能力实现变现效率的提升；</p><p>最后，通过持续优化互联网服务体验和运营能力，实现盈利增长。</p><p>另外，<strong>从广告投放大盘来看，去年几乎只有中国存在广告投放大盘增长，小米是其中一个受益者；随着小米国际用户量越来越大，海外市场的变现能力也就越来越强，互联网服务收入的海外部分占比已经达到了28%。</strong></p><h2 id=\"id_213126631\">手机市场今年的展望，尤其是拉美、非洲市场</h2><p>过去三年，小米在全球市场的表现都有所提升。以非洲市场为例，小米去年全年出货量增加了45%，而大盘仅增长6%。在撒哈拉以南非洲市场，小米市场份额接近10%，在尼日利亚这个非洲最大的市场，小米市场份额接近20%。</p><p>在拉美市场，尽管大盘增长2%，但小米出货量增长11%，市场份额也从30%提升到50%左右。</p><p>所以，尽管拉美和非洲大盘增速不高，但小米的市场份额仍有较大增长空间。</p><h2 id=\"id_991732553\">怎么用AI赋能“人车家”的生态？</h2><p>欢迎等SU7发布之后上车体验小米的车机系统。</p><p>未来AI不仅仅存在于手机，而应该存在于所有产品里面，是一种无处不在的能力。希望AI能够主动感受人的需求，完成人的需求。而不仅仅要靠人发出命令来行动，这是小米AI战略的最终追求。</p><h2 id=\"id_1699294373\">除了手机之外，今年会不会有更多的产品进入海外市场</h2><p>现在在新兴市场销售的主要产品还是手机、可穿戴、平板电视、扫地机、滑板车等，但其实小米还有非常多的产品没有走出去。中国目前的IOT收入大约占50%，但海外整体还不到20%。现有的产品仍然有很大的空间，未来会将更多产品，带入更多的海外市场。</p><p>但是要把这么多的产品带出去，让把它去卖好，去服务好，需要的就是小米先把生产能力构建起来。总体来看，不管是海外市场还是其他品类，都值得非常大的期待。</p><h2 id=\"id_2495759252\">未来的研发费用展望</h2><p>小米去年的研发投入达到190亿，过去七年的研发投入年复合增长率约35%。<strong>未来小米将继续维持较高的研发投入策略，以支持现有业务和全产品线布局。</strong></p><h2 id=\"id_1742623020\">AI能创造新的盈利模式吗？还是说只是一个新的工具？</h2><p>关于AI，小米认为拥有丰富的用户数据和应用场景是大模型落地的基础，小米不仅有手机用户，还有各类家居用品等设备的用户，覆盖数量高达十几亿人，<strong>海量用户意味着丰富的数据和场景，因此AI对小米是利好的，将为公司带来新的盈利模式和竞争优势。</strong></p></body></html>","source":"wallstreetcn_hot_news","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\" 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#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小米电话会：小米汽车“会有一点贵”，未来会为小米手机添加AI功能  \n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-19 22:25 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3710822><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SU7只是小米的切入口，后续车型已经在开发中，长期规划是未来15-20年成为全球排名前五的汽车品牌。3月19日，全新汽车产品正式发布前夕，小米集团公布了一份强劲的2023年四季度及全年财报。不仅利润超预期大幅增长，且智能手机业务也终于结束连续七个季度的同比下跌，实现复苏，且恢复力度好于市场大盘。在晚间的财报电话会上，小米集团总裁卢伟冰表示，全球消费电子整体市场正处于微弱复苏中，小米在2024年的...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3710822\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/aea2b9ab8a046974039715aed46d9985","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3710822","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2420220669","content_text":"SU7只是小米的切入口，后续车型已经在开发中，长期规划是未来15-20年成为全球排名前五的汽车品牌。3月19日，全新汽车产品正式发布前夕，小米集团公布了一份强劲的2023年四季度及全年财报。不仅利润超预期大幅增长，且智能手机业务也终于结束连续七个季度的同比下跌，实现复苏，且恢复力度好于市场大盘。在晚间的财报电话会上，小米集团总裁卢伟冰表示，全球消费电子整体市场正处于微弱复苏中，小米在2024年的策略将是稳健而进取，其中稳健经营是小米长期坚持的方针。对于汽车业务，卢伟冰称SU7只是小米的切入口，后续车型已经在开发中，长期规划是未来15-20年成为全球排名前五的汽车品牌。以下为电话会分析师Q&A环节实录：小米汽车的长期战略目标和SU7的定价小米汽车的目标，是就单款产品来说，小米SU7能成为纯电豪华轿车的前三名。目前SU7预约非常火爆，出现过单店超1万的预约量。SU7定价也会有一点贵，不过相信在3月28日的发布会后，经过雷军的介绍，大家会觉得SU7的定价非常物超所值，是感动人心、价格厚道的定价体系，大家也一定会认可SU7的定价。小米在高端市场的发展状况如何？小米在高端市场取得了显著的成功。数据显示，2023年小米的中国ASP同比增长超过19%，并占据了中国高端手机出货量的20%以上，市场份额从2022年的7.6%增长至2023年的16.9%，在4000至6000元价位段的市场份额达到28.2%，成为安卓手机市场的领导者。在2023年小米14发布前，行业曾出现悲观情绪，但小米最终以无可争议的业绩证明了其在高端市场的强劲动能。在海外市场特别是在欧洲市场，小米14进入了1000欧元至1500欧元的价格区间，标志着小米高端化进入新的阶段。小米14和小米14 Pro现在已经在中国市场4000元至6000元价格段站稳脚跟，预计2024年小米会继续突破6000元至1万元价格段区间。东南亚市场销售表现明显好于同行的原因？这一显著增长主要得益于2020至2022年期间加大了海外市场的一线教育力度，以及去年下半年开始的策略调整和业务梳理。虽然一月份的增长可能不能代表全年情况，但整体来看，小米在东南亚市场的业绩发展速度非常快，市场份额有望在未来几年上一个台阶，尤其在菲律宾和越南等国家表现突出。小米手机海外机型是否会和谷歌Gemini等公司合作添加AI功能？如果不会的话，会不会自己推出大模型？小米是谷歌全球重要的合作伙伴之一，会考虑哪些功能能给用户带来更好的体验，从而决定采用合作还是自研的方式。例如，与三星S24系列手机相比，小米AI功能并不逊色，甚至可能在某些方面更有竞争力。小米在AI领域的研发进展良好，并有明确的时间表来补充或提升其AI功能，以保持在这一领域的竞争优势。手机毛利率提升很显著，多少来自产品结构组合改变？多少来自原材料价格下降？未来原材料价格回升的话如何应对？手机业务毛利率提高主要受到两个因素的影响：一是产品结构组合的改变（即更多高端产品的推出）；二是成本下降，其中内存成本和屏幕成本的下降起到了关键作用。同时，其他器件的成本也在持续下降，如结构件和相机模组生产相关成本，这将进一步提高毛利率。整体成本上升的确会对手机业务毛利率产生影响，但小米最大的优势在于将其手机业务作为IOT策略的一部分，可通过其他LT组合来提高AIOT业务的毛利率，从而综合考虑，小米有信心保持手机业务毛利率的稳定。虽然毛利率波动可能性较大，但整体水平在过去几个季度一直保持在20%以上，且小米更为关注用户体验带来的产品价值。小米汽车线下销售渠道的战略和覆盖率目标在汽车业务方面，小米结合新零售成功实践和汽车行业特色，形成小米汽车渠道布局，包括小米自己的交付中心和其他门店扩大面积形成融合，未来将拓展更多的门店，以实现全生态打通带来的积极影响。首先是一些小米汽车的“投资人”在原有的4S店基础上进行改造，并赋予服务功能的授权2S店，交付部分则由小米自己负责。消费者也可通过小米之家等标准化门店，体验和享受相似的服务。汽车产品线的长期规划小米的目标是在未来的15到20年，成为全球前五的汽车品牌。也就是意味着肯定不会是一个某个细分市场的玩家，而会进入全渠道、全品类。SU7作为一款C级豪华纯电轿车，只是一个切入口。后续的车型已经在开发阶段，不便透露细节。端侧AI未来会有哪些进展？小米目前有哪些布局？关于端侧AI应用，小米采用端云结合的策略，虽然端侧在算力和带宽上存在一些局限，但随着端侧算力和模型优化效率的提高，小米将不断推出基于端侧AI的功能和服务，未来可以在小米15等产品上可以看到端侧AI的能力。四季度互联网收入和毛利创历史新高，后续怎么提升互联网业务尤其是广告的盈利能力？小米计划通过以下三点来提升互联网业务尤其是广告业务的盈利能力：首先，利用客户存量用户增长带来的优势，例如去年小米全球用户数增长了接近6000万；其次，优化产品结构和用户结构，利用高端手机用户的数据共存和运营能力实现变现效率的提升；最后，通过持续优化互联网服务体验和运营能力，实现盈利增长。另外，从广告投放大盘来看，去年几乎只有中国存在广告投放大盘增长，小米是其中一个受益者；随着小米国际用户量越来越大，海外市场的变现能力也就越来越强，互联网服务收入的海外部分占比已经达到了28%。手机市场今年的展望，尤其是拉美、非洲市场过去三年，小米在全球市场的表现都有所提升。以非洲市场为例，小米去年全年出货量增加了45%，而大盘仅增长6%。在撒哈拉以南非洲市场，小米市场份额接近10%，在尼日利亚这个非洲最大的市场，小米市场份额接近20%。在拉美市场，尽管大盘增长2%，但小米出货量增长11%，市场份额也从30%提升到50%左右。所以，尽管拉美和非洲大盘增速不高，但小米的市场份额仍有较大增长空间。怎么用AI赋能“人车家”的生态？欢迎等SU7发布之后上车体验小米的车机系统。未来AI不仅仅存在于手机，而应该存在于所有产品里面，是一种无处不在的能力。希望AI能够主动感受人的需求，完成人的需求。而不仅仅要靠人发出命令来行动，这是小米AI战略的最终追求。除了手机之外，今年会不会有更多的产品进入海外市场现在在新兴市场销售的主要产品还是手机、可穿戴、平板电视、扫地机、滑板车等，但其实小米还有非常多的产品没有走出去。中国目前的IOT收入大约占50%，但海外整体还不到20%。现有的产品仍然有很大的空间，未来会将更多产品，带入更多的海外市场。但是要把这么多的产品带出去，让把它去卖好，去服务好，需要的就是小米先把生产能力构建起来。总体来看，不管是海外市场还是其他品类，都值得非常大的期待。未来的研发费用展望小米去年的研发投入达到190亿，过去七年的研发投入年复合增长率约35%。未来小米将继续维持较高的研发投入策略，以支持现有业务和全产品线布局。AI能创造新的盈利模式吗？还是说只是一个新的工具？关于AI，小米认为拥有丰富的用户数据和应用场景是大模型落地的基础，小米不仅有手机用户，还有各类家居用品等设备的用户，覆盖数量高达十几亿人，海量用户意味着丰富的数据和场景，因此AI对小米是利好的，将为公司带来新的盈利模式和竞争优势。","news_type":1,"symbols_score_info":{"01810":1}},"isVote":1,"tweetType":1,"viewCount":2863,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":280683331293232,"gmtCreate":1709556058030,"gmtModify":1709556060241,"author":{"id":"3444732750101190","authorId":"3444732750101190","name":"行天下639800","avatar":"https://static.laohu8.com/7a9872d82227fdf805e09770cb2961a8","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3444732750101190","authorIdStr":"3444732750101190"},"themes":[],"htmlText":"[龇牙]&nbsp;&nbsp;欧盟缺钱了就拿美国大公司开刀，弄点花花","listText":"[龇牙]&nbsp;&nbsp;欧盟缺钱了就拿美国大公司开刀，弄点花花","text":"[龇牙] 欧盟缺钱了就拿美国大公司开刀，弄点花花","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/280683331293232","repostId":"1132184701","repostType":4,"repost":{"id":"1132184701","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1709553946,"share":"https://www.laohu8.com/m/news/1132184701?lang=&edition=full","pubTime":"2024-03-04 20:05","market":"us","language":"zh","title":"苹果公司因滥用APP STORE规则被欧盟罚款18亿欧元","url":"https://stock-news.laohu8.com/highlight/detail?id=1132184701","media":"老虎资讯综合","summary":"3月4日，$苹果(AAPL)$公司因滥用APP STORE规则被欧盟罚款18亿欧元。欧盟监管机构表示，苹果非法阻止应用开发者在其应用商店之外向用户提供有关替代和更便宜的音乐订阅服务的信息。苹果表示将对欧盟罚款提出上诉，称欧盟监管机构未能提供任何可信的消费者利益受损的证据，且其忽视了蓬勃发展的竞争市场。欧盟决定的最大受益者是Spotify，因为其在其网站上销售订阅服务时不需要向苹果支付费用。","content":"<html><head></head><body><p>3月4日，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司因滥用APP STORE规则被欧盟罚款18亿欧元。欧盟监管机构表示，苹果非法阻止应用开发者在其应用商店之外向用户提供有关替代和更便宜的音乐订阅服务的信息。苹果表示将对欧盟罚款提出上诉，称欧盟监管机构未能提供任何可信的消费者利益受损的证据，且其忽视了蓬勃发展的竞争市场。欧盟决定的最大受益者是Spotify，因为其在其网站上销售订阅服务时不需要向苹果支付费用。</p><p>受此消息影响，苹果盘前短线小幅下跌。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a91ae443b333682843ab7fa825bb9119\" tg-width=\"873\" tg-height=\"838\"/></p></body></html>","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>苹果公司因滥用APP STORE规则被欧盟罚款18亿欧元</title>\n<style 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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苹果公司因滥用APP STORE规则被欧盟罚款18亿欧元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-03-04 20:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月4日，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司因滥用APP STORE规则被欧盟罚款18亿欧元。欧盟监管机构表示，苹果非法阻止应用开发者在其应用商店之外向用户提供有关替代和更便宜的音乐订阅服务的信息。苹果表示将对欧盟罚款提出上诉，称欧盟监管机构未能提供任何可信的消费者利益受损的证据，且其忽视了蓬勃发展的竞争市场。欧盟决定的最大受益者是Spotify，因为其在其网站上销售订阅服务时不需要向苹果支付费用。</p><p>受此消息影响，苹果盘前短线小幅下跌。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a91ae443b333682843ab7fa825bb9119\" tg-width=\"873\" tg-height=\"838\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c8bf4565bc4c9ea6e0ff587a10365663","relate_stocks":{"IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","EUO":"欧元ETF-ProShares两倍做空","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","AAPL":"苹果","BK4559":"巴菲特持仓","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP 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