暖暖1592的个人主页 - 老虎社区

暖暖1592

暖暖1592

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IP属地：北京

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1主题

0勋章

09-30

这个姓郭的，全篇没有一个实际数据支撑，大量使用可能，预计之类的模糊词语。为资本摇旗呐喊，真不要脸，天风证券也就这么一垃圾机构。

抱歉，原内容已删除

09-29

现在是随便一个阿猫阿狗都能发言了吗？

郭明錤：小米17系列出货预期下调20%，iPhone 17中国需求增加成关键因素

08-27

小米已经逼着格力用小米的方式给大家做科普了。看来不透明的高利润时代过去了。

格力高管再次喊话小米卢伟冰：若对技术感兴趣应拆实机比较，而不是随手转发未经核实的内容

08-22

$趣致集团(00917)$ 评论区全是拖

06-02

你是什么事故瞎的？

04-24

垃圾媒体标题党

雷军和小米YU7缺席上海车展！小米汽车紧急救场，每天花费60余万引流，每天送5000顶棒球帽和矿泉水

03-26

得快60岁了吧

抱歉，原内容已删除

去老虎APP查看更多动态

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19:45","market":"hk","language":"zh","title":"郭明錤：小米17系列出货预期下调20%，iPhone 17中国需求增加成关键因素","url":"https://stock-news.laohu8.com/highlight/detail?id=1159760887","media":"老虎资讯综合","summary":"著名分析师郭明錤在社交媒体发布言论：小米新款Xiaomi 17系列更新与相关分析：出货下修、挑战与重返成长的机会1. 出货下修：我最新的产业调查显示，Xiaomi17系列总出贷量显著下修20%，若后续无更积极的价格策略或行销活动，17系列总出贷量可能会低于15系列的约800万部。来自iPhone的竞争压力：Xiaomi17标准版需求低于预期的主因之一是iPhone 17标准版在中国市场优于预期。展望2026年，小米18系列之竞争策略与端侧AI佈局为高阶机型能否恢复成长的关键。","content":"<html><head></head><body><p style=\"text-align: start;\">9月29日（周一），著名分析师郭明錤分析指出：</p><p>1、<strong>出货下修</strong>：根据最新的产业链调查，Xiaomi 17系列总<strong>出货量</strong>显著下修20%（原先目标约1,000万部）。若后续无更积极的价格策略或营销活动，17系列总<strong>出货量</strong>可能会低于15系列的约800万部。</p><p>2、<strong>下修背后的产品组合变动</strong>：下修主因是17标准版需求低于预期。原先预估标准版需求最强劲，可占整体17系列约50-55%，但实际开卖后仅占约15-20%。虽然Pro Max与Pro版本有增加订单，但仍无法<strong>抵消</strong>17标准版的砍单，故整体<strong>出货</strong>预估下修约20%。</p><p>3、<strong>来自iPhone的竞争压力</strong>：Xiaomi 17标准版需求低于预期的主因之一是iPhone 17标准版在中国市场表现优于预期。</p><p>4、<strong>从竞争角度看</strong>，小米在2026年的中国高端市场面临两大挑战：</p><p>1）Apple/iPhone在中国<strong>最坏的时期已经过去</strong>，需面对来自2026年新款iPhone的竞争压力（上半年有新款iPhone SE，下半年有新款高端iPhone系列）；</p><p>2）华为的高端机型需求因<strong>纯血鸿蒙应用生态尚不完善</strong>而低于预期，预计此问题将在2026年改善，或者官方会提供更普遍的刷机（刷回兼容版鸿蒙）服务。</p><p>5、<strong>后续观察</strong>：如果Xiaomi 17系列在十一长假期间的销售状况没有进一步改善，为提振高端机型的总出货量，降低特定机型售价是其中一个可能的做法。展望2026年，小米18系列的竞争策略与端侧AI <strong>布局</strong>，将是其高端机型能否恢复增长的关键。</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>郭明錤：小米17系列出货预期下调20%，iPhone 17中国需求增加成关键因素</title>\n<style 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}\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郭明錤：小米17系列出货预期下调20%，iPhone 17中国需求增加成关键因素\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\">2025-09-29 19:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">9月29日（周一），著名分析师郭明錤分析指出：</p><p>1、<strong>出货下修</strong>：根据最新的产业链调查，Xiaomi 17系列总<strong>出货量</strong>显著下修20%（原先目标约1,000万部）。若后续无更积极的价格策略或营销活动，17系列总<strong>出货量</strong>可能会低于15系列的约800万部。</p><p>2、<strong>下修背后的产品组合变动</strong>：下修主因是17标准版需求低于预期。原先预估标准版需求最强劲，可占整体17系列约50-55%，但实际开卖后仅占约15-20%。虽然Pro Max与Pro版本有增加订单，但仍无法<strong>抵消</strong>17标准版的砍单，故整体<strong>出货</strong>预估下修约20%。</p><p>3、<strong>来自iPhone的竞争压力</strong>：Xiaomi 17标准版需求低于预期的主因之一是iPhone 17标准版在中国市场表现优于预期。</p><p>4、<strong>从竞争角度看</strong>，小米在2026年的中国高端市场面临两大挑战：</p><p>1）Apple/iPhone在中国<strong>最坏的时期已经过去</strong>，需面对来自2026年新款iPhone的竞争压力（上半年有新款iPhone SE，下半年有新款高端iPhone系列）；</p><p>2）华为的高端机型需求因<strong>纯血鸿蒙应用生态尚不完善</strong>而低于预期，预计此问题将在2026年改善，或者官方会提供更普遍的刷机（刷回兼容版鸿蒙）服务。</p><p>5、<strong>后续观察</strong>：如果Xiaomi 17系列在十一长假期间的销售状况没有进一步改善，为提振高端机型的总出货量，降低特定机型售价是其中一个可能的做法。展望2026年，小米18系列的竞争策略与端侧AI <strong>布局</strong>，将是其高端机型能否恢复增长的关键。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/99b330c7a5fe2b62c4d008bd67f85ddd","relate_stocks":{"81810":"小米集团-WR","XIACY":"小米集团ADR"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159760887","content_text":"9月29日（周一），著名分析师郭明錤分析指出：1、出货下修：根据最新的产业链调查，Xiaomi 17系列总出货量显著下修20%（原先目标约1,000万部）。若后续无更积极的价格策略或营销活动，17系列总出货量可能会低于15系列的约800万部。2、下修背后的产品组合变动：下修主因是17标准版需求低于预期。原先预估标准版需求最强劲，可占整体17系列约50-55%，但实际开卖后仅占约15-20%。虽然Pro Max与Pro版本有增加订单，但仍无法抵消17标准版的砍单，故整体出货预估下修约20%。3、来自iPhone的竞争压力：Xiaomi 17标准版需求低于预期的主因之一是iPhone 17标准版在中国市场表现优于预期。4、从竞争角度看，小米在2026年的中国高端市场面临两大挑战：1）Apple/iPhone在中国最坏的时期已经过去，需面对来自2026年新款iPhone的竞争压力（上半年有新款iPhone SE，下半年有新款高端iPhone系列）；2）华为的高端机型需求因纯血鸿蒙应用生态尚不完善而低于预期，预计此问题将在2026年改善，或者官方会提供更普遍的刷机（刷回兼容版鸿蒙）服务。5、后续观察：如果Xiaomi 17系列在十一长假期间的销售状况没有进一步改善，为提振高端机型的总出货量，降低特定机型售价是其中一个可能的做法。展望2026年，小米18系列的竞争策略与端侧AI 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15:42","market":"fut","language":"zh","title":"格力高管再次喊话小米卢伟冰：若对技术感兴趣应拆实机比较，而不是随手转发未经核实的内容","url":"https://stock-news.laohu8.com/highlight/detail?id=2562783652","media":"新浪科技","summary":"8月26日，格力电器股份有限公司市场总监@朱磊Gree发微博称，针对近日小米高管卢伟冰微博转发的一张“小米中央空调”和“格力中央空调”的主板结构对比图，“这是一张拉踩明显且经恶意处理的图片，却被广泛传播，刻意引导‘格力做工粗糙’的印象。”　　朱磊喊话到，“如果确实出于技术兴趣，小米的卢总应该拆解实机来比较，而不是随手转发未经核实的内容。”","content":"<html><body><div>\n<p>　　8月26日，<span><a href=\"https://laohu8.com/S/000651\">格力电器</a></span><span></span>股份有限公司市场总监@朱磊Gree 发微博称，针对近日<a href=\"https://laohu8.com/S/XIACY\">小米</a>高管卢伟冰微博转发的一张“<a href=\"https://laohu8.com/S/01810\">小米</a>中央空调”和“格力中央空调”的主板结构对比图，“这是一张拉踩明显且经恶意处理的图片，却被广泛传播，刻意引导‘格力做工粗糙’的印象。”</p>\n<p>　　朱磊表示，经过核实发现：图中展示的格力机型十年前早已退市，不是现售产品；其内部结构还被人动过手脚，刻意营造出“凌乱”的效果。同时，他还在微博中展示了真实照片，并指出，和网传图完全不同，即便是十多年前的产品，格力的内部结构，仍然是规整、严谨的。</p>\n<p>　　朱磊喊话到，“如果确实出于技术兴趣，<a href=\"https://laohu8.com/S/81810\">小米</a>的卢总应该拆解实机来比较，而不是随手转发未经核实的内容。”</p>\n<p>　　此外，他还用格力2021年生产的家用小多联 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href=https://finance.sina.com.cn/chanjing/gsnews/2025-08-26/doc-infnhzqi9991182.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月26日，格力电器股份有限公司市场总监@朱磊Gree 发微博称，针对近日小米高管卢伟冰微博转发的一张“小米中央空调”和“格力中央空调”的主板结构对比图，“这是一张拉踩明显且经恶意处理的图片，却被广泛传播，刻意引导‘格力做工粗糙’的印象。”\n　　朱磊表示，经过核实发现：图中展示的格力机型十年前早已退市，不是现售产品；其内部结构还被人动过手脚，刻意营造出“凌乱”的效果。同时，他还在微博中展示了真实...</p>\n\n<a href=\"https://finance.sina.com.cn/chanjing/gsnews/2025-08-26/doc-infnhzqi9991182.shtml\">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","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU1323998911.USD":"BGF ASIAN MULTI-ASSET INCOME \"A\" (USD) ACC","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","BK1502":"双十一","BK0224":"电气机械","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","LU1981816686.USD":"EASTSPRING INV ASIAN MULTI FACTOR EQUITY \"A\" (USD) 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，与小米2025年推出的同类新品进行比较，并提到，这足以说明：哪怕是格力四年前的产品，在核心技术和生产工艺上，依然领先于小米2025年的新品，其差距甚至是代际级的。\n　　最后朱磊强调，制造业是实实在在干出来的。“让我们一起努力，让行业里少一些虚假的转发，多一分踏实与清朗。”\n　　此前有数据称，小米空调线上销量已超越格力，卢伟冰转发了这个消息，而随后格力高管朱磊发布的数据显示格力远远超过小米。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：李昂","news_type":1,"symbols_score_info":{"81810":0.6,"MIUmain":1,"HXXD.SI":0.6,"01810":1,"XIACY":0.6,"000651":1}},"isVote":1,"tweetType":1,"viewCount":580,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":470200930947288,"gmtCreate":1755826370799,"gmtModify":1755827740329,"author":{"id":"3577871274752512","authorId":"3577871274752512","name":"暖暖1592","avatar":"https://static.tigerbbs.com/085501d0b19580d92a597214eec4b576","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577871274752512","idStr":"3577871274752512"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00917\">$趣致集团(00917)$ </a> 评论区全是拖","listText":"<a href=\"https://laohu8.com/S/00917\">$趣致集团(00917)$ </a> 评论区全是拖","text":"$趣致集团(00917)$ 评论区全是拖","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/470200930947288","isVote":1,"tweetType":1,"viewCount":562,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":441572537397464,"gmtCreate":1748844276605,"gmtModify":1748845185434,"author":{"id":"3577871274752512","authorId":"3577871274752512","name":"暖暖1592","avatar":"https://static.tigerbbs.com/085501d0b19580d92a597214eec4b576","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577871274752512","idStr":"3577871274752512"},"themes":[],"htmlText":"你是什么事故瞎的？","listText":"你是什么事故瞎的？","text":"你是什么事故瞎的？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/441572537397464","isVote":1,"tweetType":1,"viewCount":877,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":427707637535096,"gmtCreate":1745444547772,"gmtModify":1745445508509,"author":{"id":"3577871274752512","authorId":"3577871274752512","name":"暖暖1592","avatar":"https://static.tigerbbs.com/085501d0b19580d92a597214eec4b576","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577871274752512","idStr":"3577871274752512"},"themes":[],"htmlText":"垃圾媒体标题党","listText":"垃圾媒体标题党","text":"垃圾媒体标题党","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/427707637535096","repostId":"2529382685","repostType":2,"repost":{"id":"2529382685","kind":"news","pubTimestamp":1745413795,"share":"https://www.laohu8.com/m/news/2529382685?lang=&edition=full","pubTime":"2025-04-23 21:09","market":"sh","language":"zh","title":"雷军和小米YU7缺席上海车展！小米汽车紧急救场，每天花费60余万引流， 每天送5000顶棒球帽和矿泉水","url":"https://stock-news.laohu8.com/highlight/detail?id=2529382685","media":"金融界","summary":"在小米两大顶流雷军和小米YU7缺席上海车展后，小米汽车在上海车展换了打法，掏出了“每天送5000顶棒球帽”打法来引流！本届上海车展规模再创新高，本届上海车展规模再创新高，共有来自26个国家和地区的近1000家中外知名企业参展，展出总面积超过36万平方米。不过至于缺席原因，小米汽车副总裁李肖爽并没有进一步解释。而目前距离小米YU7原上市计划还剩3个月时间。","content":"<html><body><div>\n<p>在小米两大顶流雷军和小米YU7缺席上海车展后，小米汽车在上海车展换了打法，掏出了“每天送5000顶棒球帽”打法来引流！</p><p>4月23日，2025上海车展在国家会展中心（上海）举行，不过在今天的上海车展中，尽管是小米首次参展，但雷军并没有出现，外界很是期待的YU7也确实没有亮相。</p><p>而在去年的北京车展和广州车展中，雷军走到哪，人群就跟到哪，大家都将目光和镜头锁定在雷总身上什么新车、车模都不看了。不过在今天的上海车展中，尽管是小米首次参展，但雷军并没有出现，外界很是期待的 YU7 也确实没有亮相。然而在顶流老总和高热新车缺席的情况下，小米展台还是人山人海。</p><p>据悉，两年一届的上海车展于4月23日至5月2日在国家会展中心（上海）举行，其中23日、24日为媒体日，25日至26日为专业观众日，4月27日至5月2日为公众日。本届上海车展规模再创新高，本届上海车展规模再创新高，共有来自26个国家和地区的近1000家中外知名企业参展，展出总面积超过36万平方米。</p><p>而缺席车展的雷军依旧保持高强度的网上冲浪，来弥补自己和小米YU7缺席带来的影响。雷军表示：“到访小米展位的朋友，可以免费领取车展限定矿泉水，还有Ultra棒球帽（每天送5000个）。”</p><p><img src=\"https://img.jrjimg.cn/2025/04/20250423210631314.png\" title=\"微信截图_20250423210540.png\"/></p><p>在棒球帽和矿泉水带动下，今日小米展台依旧火爆，棒球帽早早被领完了，有不少网友在社交媒体晒出棒球帽的照片。</p><p>值得注意的是，小米为了引流花费不菲，据悉，该款小米周边产品闪电黄经典棒球帽售价129元，此前与不锈钢直饮杯一起，在小米汽车app上与小米SU7 Ultra同步发售。而每天5000个Ultra棒球帽就价值64.5万元。</p><p>不过这部分成本对于小米来说不算什么。</p><p>3月18日，小米集团发布2024全年及2024年第四季度财报，创下史上最强年度业绩。财报显示，2024年小米集团总收入同比增长35.0%至人民币3659亿元；经调整净利润同比增长41.3%，达人民币272亿元。2024年第四季度，小米集团单季营收首次破千亿元，达人民币1090亿元，同比增长48.8%，刷新单季业绩历史纪录。</p><p>此前上海车展展位图公布后，4月15日，小米汽车副总裁李肖爽在个人社媒发文称：欢迎大家来上海国际车展参观小米SU7 Ultra、小米SU7全系产品。有网友在评论区询问真没YU7了吗？对此，李肖爽回复称没有YU7，并表示“别着急，该来的会以最好的状态来”。</p><p>不过至于缺席原因，小米汽车副总裁李肖爽并没有进一步解释。而目前距离小米YU7原上市计划还剩3个月时间。</p><p>彭博社今天（4 月 23 日）早些时候报道称，小米公司推迟了旗下首款 SUV YU7 的上市时间，该 SUV 原定今年 6 月或者 7 月上市，知情人士最新透露，延期后具体的新上市日期尚未敲定。</p><p>对此，小米集团公关部总经理王化发文辟谣小米YU7推迟上市称：“刚刚还有媒体朋友反馈，外媒报道YU7推迟发布，甚至有说年底才发布的信息，真是哭笑不得。我们的YU7上市发布时间并未改变，依然是之前雷总预告的今年6-7月”。</p><p><img src=\"https://img.jrjimg.cn/2025/04/20250423210500876.png\" title=\"one_20250423200422856.png\"/></p>\n<div>\n<div>\r\n            责任编辑：安东\r\n          </div>\n</div>\n</div></body></html>","source":"jinrongjie_stock","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>雷军和小米YU7缺席上海车展！小米汽车紧急救场，每天花费60余万引流， 每天送5000顶棒球帽和矿泉水</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雷军和小米YU7缺席上海车展！小米汽车紧急救场，每天花费60余万引流， 每天送5000顶棒球帽和矿泉水\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-23 21:09 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.jrj.com.cn/2025/04/23210949805066.shtml><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在小米两大顶流雷军和小米YU7缺席上海车展后，小米汽车在上海车展换了打法，掏出了“每天送5000顶棒球帽”打法来引流！4月23日，2025上海车展在国家会展中心（上海）举行，不过在今天的上海车展中，尽管是小米首次参展，但雷军并没有出现，外界很是期待的YU7也确实没有亮相。而在去年的北京车展和广州车展中，雷军走到哪，人群就跟到哪，大家都将目光和镜头锁定在雷总身上什么新车、车模都不看了。不过在今天的...</p>\n\n<a href=\"https://finance.jrj.com.cn/2025/04/23210949805066.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://imgcloud.jrjimg.cn/2025/04/20250423210631314.png","relate_stocks":{"81810":"小米集团-WR","LU0823039010.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS  \"A2\" (USD) INC","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","LU0499858602.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) ACC","LU0823426308.USD":"法巴中国股票基金","LU0823397285.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\" (USD) INC","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","LU1981816686.USD":"EASTSPRING INV ASIAN MULTI FACTOR EQUITY \"A\" (USD) ACC","BK1521":"挪威政府全球养老基金持仓","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","LU0456846285.SGD":"JPMorgan Funds - Greater China A (acc) SGD","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU1880383440.USD":"AMUNDI FUNDS CHINA EQUITY \"A2\" (USD) INC","LU1720050803.USD":"安联全方位中国股票基金","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","BK1589":"北水核心资产","LU1481107354.HKD":"HSBC GIF HONG KONG EQUITY \"AD\" (HKD) INC","BK1523":"武汉本地概念股","LU0634319403.HKD":"ALLIANZ HONG KONG EQUITY \"AT\" (HKD) ACC","LU0823397103.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\" (USD) ACC","LU1961090484.USD":"ALLIANZ ALL CHINA EQUITY \"A\" (USD) INC","LU0823413587.USD":"BNP PARIBAS EMERGING EQUITY \"C\" (USD) ACC","BK1618":"Manus概念股","LU1868837565.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"1\" (USD) ACC","LU1808992512.USD":"AB ALL CHINA EQUITY PORTFOLIO \"A\" (USD) ACC","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","LU0052750758.USD":"富兰克林中国基金A Acc","LU0918141887.USD":"安联亚洲实际收益股票基金","LU1323998911.USD":"BGF ASIAN MULTI-ASSET INCOME \"A\" (USD) ACC","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","LU0918141705.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AM\" (HKD) INC","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","XIACY":"小米集团ADR","01810":"小米集团-W","BK4563":"昨日强势股","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","LU0561508036.HKD":"ALLIANZ CHINA EQUITY \"A\" (HKD) INC","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","BK1575":"同股不同权","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","HXXD.SI":"Xiaomi HK SDR 2to1","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU0345776255.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) INC","BK1607":"新IT概念","LU0345775950.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) ACC","LU2399975544.HKD":"ALLIANZ ALL CHINA EQUITY \"AT\" (HKD) ACC","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A"},"source_url":"https://finance.jrj.com.cn/2025/04/23210949805066.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2529382685","content_text":"在小米两大顶流雷军和小米YU7缺席上海车展后，小米汽车在上海车展换了打法，掏出了“每天送5000顶棒球帽”打法来引流！4月23日，2025上海车展在国家会展中心（上海）举行，不过在今天的上海车展中，尽管是小米首次参展，但雷军并没有出现，外界很是期待的YU7也确实没有亮相。而在去年的北京车展和广州车展中，雷军走到哪，人群就跟到哪，大家都将目光和镜头锁定在雷总身上什么新车、车模都不看了。不过在今天的上海车展中，尽管是小米首次参展，但雷军并没有出现，外界很是期待的 YU7 也确实没有亮相。然而在顶流老总和高热新车缺席的情况下，小米展台还是人山人海。据悉，两年一届的上海车展于4月23日至5月2日在国家会展中心（上海）举行，其中23日、24日为媒体日，25日至26日为专业观众日，4月27日至5月2日为公众日。本届上海车展规模再创新高，本届上海车展规模再创新高，共有来自26个国家和地区的近1000家中外知名企业参展，展出总面积超过36万平方米。而缺席车展的雷军依旧保持高强度的网上冲浪，来弥补自己和小米YU7缺席带来的影响。雷军表示：“到访小米展位的朋友，可以免费领取车展限定矿泉水，还有Ultra棒球帽（每天送5000个）。”在棒球帽和矿泉水带动下，今日小米展台依旧火爆，棒球帽早早被领完了，有不少网友在社交媒体晒出棒球帽的照片。值得注意的是，小米为了引流花费不菲，据悉，该款小米周边产品闪电黄经典棒球帽售价129元，此前与不锈钢直饮杯一起，在小米汽车app上与小米SU7 Ultra同步发售。而每天5000个Ultra棒球帽就价值64.5万元。不过这部分成本对于小米来说不算什么。3月18日，小米集团发布2024全年及2024年第四季度财报，创下史上最强年度业绩。财报显示，2024年小米集团总收入同比增长35.0%至人民币3659亿元；经调整净利润同比增长41.3%，达人民币272亿元。2024年第四季度，小米集团单季营收首次破千亿元，达人民币1090亿元，同比增长48.8%，刷新单季业绩历史纪录。此前上海车展展位图公布后，4月15日，小米汽车副总裁李肖爽在个人社媒发文称：欢迎大家来上海国际车展参观小米SU7 Ultra、小米SU7全系产品。有网友在评论区询问真没YU7了吗？对此，李肖爽回复称没有YU7，并表示“别着急，该来的会以最好的状态来”。不过至于缺席原因，小米汽车副总裁李肖爽并没有进一步解释。而目前距离小米YU7原上市计划还剩3个月时间。彭博社今天（4 月 23 日）早些时候报道称，小米公司推迟了旗下首款 SUV YU7 的上市时间，该 SUV 原定今年 6 月或者 7 月上市，知情人士最新透露，延期后具体的新上市日期尚未敲定。对此，小米集团公关部总经理王化发文辟谣小米YU7推迟上市称：“刚刚还有媒体朋友反馈，外媒报道YU7推迟发布，甚至有说年底才发布的信息，真是哭笑不得。我们的YU7上市发布时间并未改变，依然是之前雷总预告的今年6-7月”。\n\n\r\n            责任编辑：安东","news_type":1,"symbols_score_info":{"81810":0.6,"01810":1,"XIACY":0.6,"HXXD.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":1463,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":417676378435608,"gmtCreate":1742971044690,"gmtModify":1742972320317,"author":{"id":"3577871274752512","authorId":"3577871274752512","name":"暖暖1592","avatar":"https://static.tigerbbs.com/085501d0b19580d92a597214eec4b576","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577871274752512","idStr":"3577871274752512"},"themes":[],"htmlText":"得快60岁了吧","listText":"得快60岁了吧","text":"得快60岁了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/417676378435608","repostId":"417653814530344","repostType":1,"isVote":1,"tweetType":1,"viewCount":1352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":483813748679192,"gmtCreate":1759147705612,"gmtModify":1759147707845,"author":{"id":"3577871274752512","authorId":"3577871274752512","name":"暖暖1592","avatar":"https://static.tigerbbs.com/085501d0b19580d92a597214eec4b576","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577871274752512","authorIdStr":"3577871274752512"},"themes":[],"htmlText":"现在是随便一个阿猫阿狗都能发言了吗？","listText":"现在是随便一个阿猫阿狗都能发言了吗？","text":"现在是随便一个阿猫阿狗都能发言了吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/483813748679192","repostId":"1159760887","repostType":2,"repost":{"id":"1159760887","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":1759146323,"share":"https://www.laohu8.com/m/news/1159760887?lang=&edition=full","pubTime":"2025-09-29 19:45","market":"hk","language":"zh","title":"郭明錤：小米17系列出货预期下调20%，iPhone 17中国需求增加成关键因素","url":"https://stock-news.laohu8.com/highlight/detail?id=1159760887","media":"老虎资讯综合","summary":"著名分析师郭明錤在社交媒体发布言论：小米新款Xiaomi 17系列更新与相关分析：出货下修、挑战与重返成长的机会1. 出货下修：我最新的产业调查显示，Xiaomi17系列总出贷量显著下修20%，若后续无更积极的价格策略或行销活动，17系列总出贷量可能会低于15系列的约800万部。来自iPhone的竞争压力：Xiaomi17标准版需求低于预期的主因之一是iPhone 17标准版在中国市场优于预期。展望2026年，小米18系列之竞争策略与端侧AI佈局为高阶机型能否恢复成长的关键。","content":"<html><head></head><body><p style=\"text-align: start;\">9月29日（周一），著名分析师郭明錤分析指出：</p><p>1、<strong>出货下修</strong>：根据最新的产业链调查，Xiaomi 17系列总<strong>出货量</strong>显著下修20%（原先目标约1,000万部）。若后续无更积极的价格策略或营销活动，17系列总<strong>出货量</strong>可能会低于15系列的约800万部。</p><p>2、<strong>下修背后的产品组合变动</strong>：下修主因是17标准版需求低于预期。原先预估标准版需求最强劲，可占整体17系列约50-55%，但实际开卖后仅占约15-20%。虽然Pro Max与Pro版本有增加订单，但仍无法<strong>抵消</strong>17标准版的砍单，故整体<strong>出货</strong>预估下修约20%。</p><p>3、<strong>来自iPhone的竞争压力</strong>：Xiaomi 17标准版需求低于预期的主因之一是iPhone 17标准版在中国市场表现优于预期。</p><p>4、<strong>从竞争角度看</strong>，小米在2026年的中国高端市场面临两大挑战：</p><p>1）Apple/iPhone在中国<strong>最坏的时期已经过去</strong>，需面对来自2026年新款iPhone的竞争压力（上半年有新款iPhone SE，下半年有新款高端iPhone系列）；</p><p>2）华为的高端机型需求因<strong>纯血鸿蒙应用生态尚不完善</strong>而低于预期，预计此问题将在2026年改善，或者官方会提供更普遍的刷机（刷回兼容版鸿蒙）服务。</p><p>5、<strong>后续观察</strong>：如果Xiaomi 17系列在十一长假期间的销售状况没有进一步改善，为提振高端机型的总出货量，降低特定机型售价是其中一个可能的做法。展望2026年，小米18系列的竞争策略与端侧AI <strong>布局</strong>，将是其高端机型能否恢复增长的关键。</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>郭明錤：小米17系列出货预期下调20%，iPhone 17中国需求增加成关键因素</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郭明錤：小米17系列出货预期下调20%，iPhone 17中国需求增加成关键因素\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\">2025-09-29 19:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">9月29日（周一），著名分析师郭明錤分析指出：</p><p>1、<strong>出货下修</strong>：根据最新的产业链调查，Xiaomi 17系列总<strong>出货量</strong>显著下修20%（原先目标约1,000万部）。若后续无更积极的价格策略或营销活动，17系列总<strong>出货量</strong>可能会低于15系列的约800万部。</p><p>2、<strong>下修背后的产品组合变动</strong>：下修主因是17标准版需求低于预期。原先预估标准版需求最强劲，可占整体17系列约50-55%，但实际开卖后仅占约15-20%。虽然Pro Max与Pro版本有增加订单，但仍无法<strong>抵消</strong>17标准版的砍单，故整体<strong>出货</strong>预估下修约20%。</p><p>3、<strong>来自iPhone的竞争压力</strong>：Xiaomi 17标准版需求低于预期的主因之一是iPhone 17标准版在中国市场表现优于预期。</p><p>4、<strong>从竞争角度看</strong>，小米在2026年的中国高端市场面临两大挑战：</p><p>1）Apple/iPhone在中国<strong>最坏的时期已经过去</strong>，需面对来自2026年新款iPhone的竞争压力（上半年有新款iPhone SE，下半年有新款高端iPhone系列）；</p><p>2）华为的高端机型需求因<strong>纯血鸿蒙应用生态尚不完善</strong>而低于预期，预计此问题将在2026年改善，或者官方会提供更普遍的刷机（刷回兼容版鸿蒙）服务。</p><p>5、<strong>后续观察</strong>：如果Xiaomi 17系列在十一长假期间的销售状况没有进一步改善，为提振高端机型的总出货量，降低特定机型售价是其中一个可能的做法。展望2026年，小米18系列的竞争策略与端侧AI <strong>布局</strong>，将是其高端机型能否恢复增长的关键。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/99b330c7a5fe2b62c4d008bd67f85ddd","relate_stocks":{"81810":"小米集团-WR","XIACY":"小米集团ADR"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159760887","content_text":"9月29日（周一），著名分析师郭明錤分析指出：1、出货下修：根据最新的产业链调查，Xiaomi 17系列总出货量显著下修20%（原先目标约1,000万部）。若后续无更积极的价格策略或营销活动，17系列总出货量可能会低于15系列的约800万部。2、下修背后的产品组合变动：下修主因是17标准版需求低于预期。原先预估标准版需求最强劲，可占整体17系列约50-55%，但实际开卖后仅占约15-20%。虽然Pro Max与Pro版本有增加订单，但仍无法抵消17标准版的砍单，故整体出货预估下修约20%。3、来自iPhone的竞争压力：Xiaomi 17标准版需求低于预期的主因之一是iPhone 17标准版在中国市场表现优于预期。4、从竞争角度看，小米在2026年的中国高端市场面临两大挑战：1）Apple/iPhone在中国最坏的时期已经过去，需面对来自2026年新款iPhone的竞争压力（上半年有新款iPhone SE，下半年有新款高端iPhone系列）；2）华为的高端机型需求因纯血鸿蒙应用生态尚不完善而低于预期，预计此问题将在2026年改善，或者官方会提供更普遍的刷机（刷回兼容版鸿蒙）服务。5、后续观察：如果Xiaomi 17系列在十一长假期间的销售状况没有进一步改善，为提振高端机型的总出货量，降低特定机型售价是其中一个可能的做法。展望2026年，小米18系列的竞争策略与端侧AI 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19:43","market":"us","language":"zh","title":"苹果爆料一哥：小米17出货量显著下调20%！雷军六个字回应","url":"https://stock-news.laohu8.com/highlight/detail?id=2571333937","media":"快科技","summary":"最近有分析师发布报告叫衰小米17，称这款新机出货量下调20%。按照郭明在报告中的说法，其从产业链调查的最新消息显示，小米17系列的总出货量显著下调约20%。郭明还称，小米17系列销量下调主要由于标准型号的需求低于预期。“预计标准型号将占小米17系列总销量的50-55%左右，但上市后销量仅为15-20%左右。虽Pro Max与Pro有增加订单，但仍无法抵销小米17标准版砍单，故整体出货预估下调约20%。”","content":"<html><body><article><p>最近有分析师发布报告叫衰<a href=\"https://laohu8.com/S/XIACY\">小米</a>17，称这款新机出货量下调20%。雷军则甩出六个字“祝贺手机团队”，一举击破谣言。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250929200953875v206zm28imd462o\"/><p>据悉，对<a href=\"https://laohu8.com/S/AAPL\">苹果</a>产业链有深入研究的分析师郭明𫓹今天给出报告称，<a href=\"https://laohu8.com/S/01810\">小米</a>17系列的总出货量可能会低于15系列的约800万台。</p><p>按照郭明𫓹在报告中的说法，其从产业链调查的最新消息显示，<a href=\"https://laohu8.com/S/81810\">小米</a>17系列的总出货量显著下调约20%（原定目标约为1000万台）。</p><p>郭明𫓹还称，小米17系列销量下调主要由于标准型号的需求低于预期。</p><p>“预计标准型号将占小米17系列总销量的50-55%左右，但上市后销量仅为15-20%左右。虽Pro Max与Pro有增加订单，但仍无法抵销小米17标准版砍单，故整体<span>出货</span>预估下调约20%。”</p><p><strong>在这份报告中，郭明𫓹还称，小米17标准款表现不佳的一个关键原因是苹果 iPhone 17标准款在中国市场的销量强于预期。</strong></p><img src=\"https://mmbiz.qpic.cn/mmbiz_png/gibyobReuegVPDOjNjY1m25QkLuasic3R9zwCFMWpK5GT94ibBjv0kLx0tiabp2GwWI7ytDr5Za7YzvOrwgicRpnmOQ/640?wx_fmt=png&amp;from=appmsg\"/><p>对此，<strong>小米王化回应称，目前没有任何削减订单的计划，因为新增了小米17标准版的16GB+1TB版本，加之17 Pro系列加单，产品的结构配比会发生改变，整体的产品订单会较上一代增加。感谢用户对我们高端化支持，欢迎大家国庆去门店看看真机。</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20250929201016877v20688yhqvrz99f\"/><p><strong>卢伟冰也是发帖阐述了小米17系列的一些调整，比如系列在立项之初，就有几个目标：</strong></p><p><strong>-产品变阵，全面和苹果交锋</strong></p><p><strong>-增加一杯Pro Max，产品升档，提升产品结构，目标在6K+超高端起量</strong></p><p><strong>-大胆创新，采用背屏的设计，给逐渐“平庸”的手机行业带来一些不一样的“精彩”。</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20250929201018024v206un9wu2fbtn1\"/><p>卢伟冰强调，产品发布后，引起大量的关注，首销虽才过2天，但销量的结果已经非常不错：</p><p><strong>-三杯中，Pro Max卖得最好，Pro其次，轻松跨过6K+门槛，产品结构得到历史性的改善。今天我们也增加了Pro的订单。</strong></p><p>-上代标准版1TB版本销量比例比较低，所以这一代我们没有上1TB，但早期已经完成了技术验证。</p><p><strong>他透露，因为标准版没有1TB版本，产品发布后用户提出了严厉的批评，小米马上决策增加1TB版本的量产，</strong>并会在10月5号开始交付，这也对标准版首销产生了一些影响。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250929201023716v2064qbkzchc7m4\"/><p>卢伟冰强调，整体来看，小米17系列的大胆变阵和大胆创新，的确存在风险，但我们认为不主动求变的风险更大，而实际的用户反馈和购买也奖励了我们的大胆创新，让我们感觉这一些都值得。</p><p><strong>同时他也透露，小米17系列有信心销量会比上代小米15系列更多。</strong></p></article></body></html>","source":"tencent","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>苹果爆料一哥：小米17出货量显著下调20%！雷军六个字回应</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苹果爆料一哥：小米17出货量显著下调20%！雷军六个字回应\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-29 19:43 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250929201029a44c5338&s=b><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>最近有分析师发布报告叫衰小米17，称这款新机出货量下调20%。雷军则甩出六个字“祝贺手机团队”，一举击破谣言。据悉，对苹果产业链有深入研究的分析师郭明𫓹今天给出报告称，小米17系列的总出货量可能会低于15系列的约800万台。按照郭明𫓹在报告中的说法，其从产业链调查的最新消息显示，小米17系列的总出货量显著下调约20%（原定目标约为1000万台）。郭明𫓹还称，小米17系列销量下调主要由于标准型号的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250929201029a44c5338&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","LU1582986359.USD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (USDHDG) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","BK4579":"人工智能","LU0238689110.USD":"贝莱德环球动力股票基金","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc 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ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250929201029a44c5338&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2571333937","content_text":"最近有分析师发布报告叫衰小米17，称这款新机出货量下调20%。雷军则甩出六个字“祝贺手机团队”，一举击破谣言。据悉，对苹果产业链有深入研究的分析师郭明𫓹今天给出报告称，小米17系列的总出货量可能会低于15系列的约800万台。按照郭明𫓹在报告中的说法，其从产业链调查的最新消息显示，小米17系列的总出货量显著下调约20%（原定目标约为1000万台）。郭明𫓹还称，小米17系列销量下调主要由于标准型号的需求低于预期。“预计标准型号将占小米17系列总销量的50-55%左右，但上市后销量仅为15-20%左右。虽Pro Max与Pro有增加订单，但仍无法抵销小米17标准版砍单，故整体出货预估下调约20%。”在这份报告中，郭明𫓹还称，小米17标准款表现不佳的一个关键原因是苹果 iPhone 17标准款在中国市场的销量强于预期。对此，小米王化回应称，目前没有任何削减订单的计划，因为新增了小米17标准版的16GB+1TB版本，加之17 Pro系列加单，产品的结构配比会发生改变，整体的产品订单会较上一代增加。感谢用户对我们高端化支持，欢迎大家国庆去门店看看真机。卢伟冰也是发帖阐述了小米17系列的一些调整，比如系列在立项之初，就有几个目标：-产品变阵，全面和苹果交锋-增加一杯Pro Max，产品升档，提升产品结构，目标在6K+超高端起量-大胆创新，采用背屏的设计，给逐渐“平庸”的手机行业带来一些不一样的“精彩”。卢伟冰强调，产品发布后，引起大量的关注，首销虽才过2天，但销量的结果已经非常不错：-三杯中，Pro Max卖得最好，Pro其次，轻松跨过6K+门槛，产品结构得到历史性的改善。今天我们也增加了Pro的订单。-上代标准版1TB版本销量比例比较低，所以这一代我们没有上1TB，但早期已经完成了技术验证。他透露，因为标准版没有1TB版本，产品发布后用户提出了严厉的批评，小米马上决策增加1TB版本的量产，并会在10月5号开始交付，这也对标准版首销产生了一些影响。卢伟冰强调，整体来看，小米17系列的大胆变阵和大胆创新，的确存在风险，但我们认为不主动求变的风险更大，而实际的用户反馈和购买也奖励了我们的大胆创新，让我们感觉这一些都值得。同时他也透露，小米17系列有信心销量会比上代小米15系列更多。","news_type":1,"symbols_score_info":{"01810":0.9,"AAPL":0.9,"MACW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":395,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":471968297697360,"gmtCreate":1756258697554,"gmtModify":1756258698746,"author":{"id":"3577871274752512","authorId":"3577871274752512","name":"暖暖1592","avatar":"https://static.tigerbbs.com/085501d0b19580d92a597214eec4b576","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577871274752512","authorIdStr":"3577871274752512"},"themes":[],"htmlText":"小米已经逼着格力用小米的方式给大家做科普了。看来不透明的高利润时代过去了。","listText":"小米已经逼着格力用小米的方式给大家做科普了。看来不透明的高利润时代过去了。","text":"小米已经逼着格力用小米的方式给大家做科普了。看来不透明的高利润时代过去了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/471968297697360","repostId":"2562783652","repostType":2,"isVote":1,"tweetType":1,"viewCount":580,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":470200930947288,"gmtCreate":1755826370799,"gmtModify":1755827740329,"author":{"id":"3577871274752512","authorId":"3577871274752512","name":"暖暖1592","avatar":"https://static.tigerbbs.com/085501d0b19580d92a597214eec4b576","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577871274752512","authorIdStr":"3577871274752512"},"themes":[],"htmlText":"<a 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21:09","market":"sh","language":"zh","title":"雷军和小米YU7缺席上海车展！小米汽车紧急救场，每天花费60余万引流， 每天送5000顶棒球帽和矿泉水","url":"https://stock-news.laohu8.com/highlight/detail?id=2529382685","media":"金融界","summary":"在小米两大顶流雷军和小米YU7缺席上海车展后，小米汽车在上海车展换了打法，掏出了“每天送5000顶棒球帽”打法来引流！本届上海车展规模再创新高，本届上海车展规模再创新高，共有来自26个国家和地区的近1000家中外知名企业参展，展出总面积超过36万平方米。不过至于缺席原因，小米汽车副总裁李肖爽并没有进一步解释。而目前距离小米YU7原上市计划还剩3个月时间。","content":"<html><body><div>\n<p>在小米两大顶流雷军和小米YU7缺席上海车展后，小米汽车在上海车展换了打法，掏出了“每天送5000顶棒球帽”打法来引流！</p><p>4月23日，2025上海车展在国家会展中心（上海）举行，不过在今天的上海车展中，尽管是小米首次参展，但雷军并没有出现，外界很是期待的YU7也确实没有亮相。</p><p>而在去年的北京车展和广州车展中，雷军走到哪，人群就跟到哪，大家都将目光和镜头锁定在雷总身上什么新车、车模都不看了。不过在今天的上海车展中，尽管是小米首次参展，但雷军并没有出现，外界很是期待的 YU7 也确实没有亮相。然而在顶流老总和高热新车缺席的情况下，小米展台还是人山人海。</p><p>据悉，两年一届的上海车展于4月23日至5月2日在国家会展中心（上海）举行，其中23日、24日为媒体日，25日至26日为专业观众日，4月27日至5月2日为公众日。本届上海车展规模再创新高，本届上海车展规模再创新高，共有来自26个国家和地区的近1000家中外知名企业参展，展出总面积超过36万平方米。</p><p>而缺席车展的雷军依旧保持高强度的网上冲浪，来弥补自己和小米YU7缺席带来的影响。雷军表示：“到访小米展位的朋友，可以免费领取车展限定矿泉水，还有Ultra棒球帽（每天送5000个）。”</p><p><img src=\"https://img.jrjimg.cn/2025/04/20250423210631314.png\" title=\"微信截图_20250423210540.png\"/></p><p>在棒球帽和矿泉水带动下，今日小米展台依旧火爆，棒球帽早早被领完了，有不少网友在社交媒体晒出棒球帽的照片。</p><p>值得注意的是，小米为了引流花费不菲，据悉，该款小米周边产品闪电黄经典棒球帽售价129元，此前与不锈钢直饮杯一起，在小米汽车app上与小米SU7 Ultra同步发售。而每天5000个Ultra棒球帽就价值64.5万元。</p><p>不过这部分成本对于小米来说不算什么。</p><p>3月18日，小米集团发布2024全年及2024年第四季度财报，创下史上最强年度业绩。财报显示，2024年小米集团总收入同比增长35.0%至人民币3659亿元；经调整净利润同比增长41.3%，达人民币272亿元。2024年第四季度，小米集团单季营收首次破千亿元，达人民币1090亿元，同比增长48.8%，刷新单季业绩历史纪录。</p><p>此前上海车展展位图公布后，4月15日，小米汽车副总裁李肖爽在个人社媒发文称：欢迎大家来上海国际车展参观小米SU7 Ultra、小米SU7全系产品。有网友在评论区询问真没YU7了吗？对此，李肖爽回复称没有YU7，并表示“别着急，该来的会以最好的状态来”。</p><p>不过至于缺席原因，小米汽车副总裁李肖爽并没有进一步解释。而目前距离小米YU7原上市计划还剩3个月时间。</p><p>彭博社今天（4 月 23 日）早些时候报道称，小米公司推迟了旗下首款 SUV YU7 的上市时间，该 SUV 原定今年 6 月或者 7 月上市，知情人士最新透露，延期后具体的新上市日期尚未敲定。</p><p>对此，小米集团公关部总经理王化发文辟谣小米YU7推迟上市称：“刚刚还有媒体朋友反馈，外媒报道YU7推迟发布，甚至有说年底才发布的信息，真是哭笑不得。我们的YU7上市发布时间并未改变，依然是之前雷总预告的今年6-7月”。</p><p><img src=\"https://img.jrjimg.cn/2025/04/20250423210500876.png\" title=\"one_20250423200422856.png\"/></p>\n<div>\n<div>\r\n            责任编辑：安东\r\n          </div>\n</div>\n</div></body></html>","source":"jinrongjie_stock","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>雷军和小米YU7缺席上海车展！小米汽车紧急救场，每天花费60余万引流， 每天送5000顶棒球帽和矿泉水</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雷军和小米YU7缺席上海车展！小米汽车紧急救场，每天花费60余万引流， 每天送5000顶棒球帽和矿泉水\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-23 21:09 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.jrj.com.cn/2025/04/23210949805066.shtml><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在小米两大顶流雷军和小米YU7缺席上海车展后，小米汽车在上海车展换了打法，掏出了“每天送5000顶棒球帽”打法来引流！4月23日，2025上海车展在国家会展中心（上海）举行，不过在今天的上海车展中，尽管是小米首次参展，但雷军并没有出现，外界很是期待的YU7也确实没有亮相。而在去年的北京车展和广州车展中，雷军走到哪，人群就跟到哪，大家都将目光和镜头锁定在雷总身上什么新车、车模都不看了。不过在今天的...</p>\n\n<a href=\"https://finance.jrj.com.cn/2025/04/23210949805066.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://imgcloud.jrjimg.cn/2025/04/20250423210631314.png","relate_stocks":{"81810":"小米集团-WR","LU0823039010.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS  \"A2\" (USD) INC","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","LU0499858602.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) ACC","LU0823426308.USD":"法巴中国股票基金","LU0823397285.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\" (USD) INC","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","LU1981816686.USD":"EASTSPRING INV ASIAN MULTI FACTOR EQUITY \"A\" (USD) ACC","BK1521":"挪威政府全球养老基金持仓","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","LU0456846285.SGD":"JPMorgan Funds - Greater China A (acc) SGD","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","LU0359202008.SGD":"Blackrock China Fund A2 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A"},"source_url":"https://finance.jrj.com.cn/2025/04/23210949805066.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2529382685","content_text":"在小米两大顶流雷军和小米YU7缺席上海车展后，小米汽车在上海车展换了打法，掏出了“每天送5000顶棒球帽”打法来引流！4月23日，2025上海车展在国家会展中心（上海）举行，不过在今天的上海车展中，尽管是小米首次参展，但雷军并没有出现，外界很是期待的YU7也确实没有亮相。而在去年的北京车展和广州车展中，雷军走到哪，人群就跟到哪，大家都将目光和镜头锁定在雷总身上什么新车、车模都不看了。不过在今天的上海车展中，尽管是小米首次参展，但雷军并没有出现，外界很是期待的 YU7 也确实没有亮相。然而在顶流老总和高热新车缺席的情况下，小米展台还是人山人海。据悉，两年一届的上海车展于4月23日至5月2日在国家会展中心（上海）举行，其中23日、24日为媒体日，25日至26日为专业观众日，4月27日至5月2日为公众日。本届上海车展规模再创新高，本届上海车展规模再创新高，共有来自26个国家和地区的近1000家中外知名企业参展，展出总面积超过36万平方米。而缺席车展的雷军依旧保持高强度的网上冲浪，来弥补自己和小米YU7缺席带来的影响。雷军表示：“到访小米展位的朋友，可以免费领取车展限定矿泉水，还有Ultra棒球帽（每天送5000个）。”在棒球帽和矿泉水带动下，今日小米展台依旧火爆，棒球帽早早被领完了，有不少网友在社交媒体晒出棒球帽的照片。值得注意的是，小米为了引流花费不菲，据悉，该款小米周边产品闪电黄经典棒球帽售价129元，此前与不锈钢直饮杯一起，在小米汽车app上与小米SU7 Ultra同步发售。而每天5000个Ultra棒球帽就价值64.5万元。不过这部分成本对于小米来说不算什么。3月18日，小米集团发布2024全年及2024年第四季度财报，创下史上最强年度业绩。财报显示，2024年小米集团总收入同比增长35.0%至人民币3659亿元；经调整净利润同比增长41.3%，达人民币272亿元。2024年第四季度，小米集团单季营收首次破千亿元，达人民币1090亿元，同比增长48.8%，刷新单季业绩历史纪录。此前上海车展展位图公布后，4月15日，小米汽车副总裁李肖爽在个人社媒发文称：欢迎大家来上海国际车展参观小米SU7 Ultra、小米SU7全系产品。有网友在评论区询问真没YU7了吗？对此，李肖爽回复称没有YU7，并表示“别着急，该来的会以最好的状态来”。不过至于缺席原因，小米汽车副总裁李肖爽并没有进一步解释。而目前距离小米YU7原上市计划还剩3个月时间。彭博社今天（4 月 23 日）早些时候报道称，小米公司推迟了旗下首款 SUV YU7 的上市时间，该 SUV 原定今年 6 月或者 7 月上市，知情人士最新透露，延期后具体的新上市日期尚未敲定。对此，小米集团公关部总经理王化发文辟谣小米YU7推迟上市称：“刚刚还有媒体朋友反馈，外媒报道YU7推迟发布，甚至有说年底才发布的信息，真是哭笑不得。我们的YU7上市发布时间并未改变，依然是之前雷总预告的今年6-7月”。\n\n\r\n            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