秋风送爽的个人主页 - 老虎社区

秋风送爽

秋风送爽

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IP属地：上海

111关注

4粉丝

5主题

0勋章

2021-05-27

$优信(UXIN)$超5%披露什么？谁能说一下

2021-08-16

$Orbital Energy Group(OEG)$退无可退，继续坚持吧

2021-06-01

看来6.18能给京东物流助力一下$京东物流(02618)$

抱歉，原内容已删除

2022-03-25

$小米集团-W(01810)$长期来说还是有机会吧，只能坚持不懈[看涨]

2021-06-07

$RLX科技(RLX)$希望今天能有起色[胜利]

2021-05-31

任务

抱歉，原内容已删除

2021-05-29

英伟达肯定不会差啊，值得拥有[开心]

抱歉，原内容已删除

2021-08-16

$奈雪的茶(02150)$惨不忍睹

2021-07-22

$Orbital Energy Group(OEG)$惊喜成了惊吓，利好成了利空，这还有希望吗？[流泪] [流泪] [流泪]

2021-12-16

$小米集团-W(01810)$小米今天又输血了吧，股价还是没有顶住压力[流泪]

2021-08-26

希望越来越好$奈雪的茶(02150)$

奈雪的茶上半年营收同比增80.2%，经调净利润转正

2021-06-23

$RLX科技(RLX)$什么时候才能守得云开见月明[流泪] [流泪] [流泪]

2021-06-06

唯品会都没有人关注吗？

2021-06-04

这是准备雪上加霜还是说以证清白呢？我们拭目以待！[惊讶] [惊讶] [惊讶]

抱歉，原内容已删除

2024-12-27

$小米集团-W(01810)$ 依旧坚挺

2022-02-28

$小米集团-W(01810)$依然是跌跌不休，何时是个头[喷血]

2021-12-20

不要自己抄底，涨起来又跑的比兔子还快

小米集团今日回购275万股股票，耗资4879.6万港元

2021-09-10

$Orbital Energy Group(OEG)$这还有希望吗？

2021-07-18

$Orbital Energy Group(OEG)$除了等待，别无他法

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href=\"https://laohu8.com/S/5RE.SI\">智能</a>手机、平板及笔记本电脑）数5.58亿；拥有五件以上连接至小米AIoT平台的设备（不包括智能手机、平板及笔记本电脑）用户数1090万。</p><p>随着智能生态日益完善，小米对用户的吸引也明显增强，2022年9月小爱同学月活跃用户数同比增长9.0%，达1.15亿，米家APP月活用户数同比增长20.9%，达7240万。</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>又跟ChatGPT有关 小米股价大涨近10% 小爱同学成AI推手</title>\n<style 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230209145025834deb90&s=b><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>最近ChatGPT不仅引发了科技行业的震动，更是成为股市推手，哪家公司跟ChatGPT沾上边，股价就会一飞冲天，今天上午小米股价也大涨近10%，百万大单急着没入，股民抢着买小米股票。截至发稿时，小米股价13.62港元，大涨9.3%，总市值3400亿港元。至于小米股价为何受宠，很多股民也是一头雾水，不过最近ChatGPT大热，小米旗下的小爱同学也是重要的AI平台，显然也会受益于这一波浪潮。根据小米...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230209145025834deb90&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1607":"新IT概念","BK1523":"武汉本地概念股","01810":"小米集团-W","BK1589":"北水核心资产","BK1521":"挪威政府全球养老基金持仓","BK1506":"5G概念","BK1502":"双十一","BK1575":"同股不同权","BK1193":"电脑硬件、储存设备及电脑周边"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230209145025834deb90&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2310509680","content_text":"最近ChatGPT不仅引发了科技行业的震动，更是成为股市推手，哪家公司跟ChatGPT沾上边，股价就会一飞冲天，今天上午小米股价也大涨近10%，百万大单急着没入，股民抢着买小米股票。截至发稿时，小米股价13.62港元，大涨9.3%，总市值3400亿港元。至于小米股价为何受宠，很多股民也是一头雾水，不过最近ChatGPT大热，小米旗下的小爱同学也是重要的AI平台，显然也会受益于这一波浪潮。根据小米发布的Q3季度财报，截至2022年9月30日，小米AIoT平台已连接IoT设备（不包括智能手机、平板及笔记本电脑）数5.58亿；拥有五件以上连接至小米AIoT平台的设备（不包括智能手机、平板及笔记本电脑）用户数1090万。随着智能生态日益完善，小米对用户的吸引也明显增强，2022年9月小爱同学月活跃用户数同比增长9.0%，达1.15亿，米家APP月活用户数同比增长20.9%，达7240万。","news_type":1,"symbols_score_info":{"01810":0.9}},"isVote":1,"tweetType":1,"viewCount":4118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":661995511,"gmtCreate":1663638437334,"gmtModify":1663638439129,"author":{"id":"3581196649981663","authorId":"3581196649981663","name":"秋风送爽","avatar":"https://static.tigerbbs.com/94ae0630302b1876d8dd5eb8d76931dd","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581196649981663","authorIdStr":"3581196649981663"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>跌的也太惨了吧[流泪]&nbsp;[流泪]&nbsp;[流泪]&nbsp;","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>跌的也太惨了吧[流泪]&nbsp;[流泪]&nbsp;[流泪]&nbsp;","text":"$小米集团-W(01810)$跌的也太惨了吧[流泪] [流泪] [流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/661995511","repostId":"2268648408","repostType":2,"repost":{"id":"2268648408","kind":"news","pubTimestamp":1663374990,"share":"https://www.laohu8.com/m/news/2268648408?lang=&edition=full","pubTime":"2022-09-17 08:36","market":"hk","language":"zh","title":"小米造车进行时，研发投入已高达33亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2268648408","media":"中国经营报","summary":"新浪科技援引知情人士称，此前，小米已经在2021年11月宣布小米汽车总部基地落户北京亦庄，并分两期建设累计年产量达30万辆的整车工厂。除了自建工厂，小米造车的其他环节工作也在悄然推进。到目前为止，小米在自动驾驶领域投入的研发费用已高达33亿元，除此之外，小米耗资超过20亿元对汽车工业的上下游企业进行并购或者投资，扩大自身在自动驾驶方面的长远优势。最近有小米汽车售价30多万元的消息传出并成为用户讨论的焦点。","content":"<html><head></head><body><p>近日，新浪科技报道，小米大概率不会收购北汽的工厂，也无意采用代工生产的模式，而是会自建工厂。对此，《中国经营报》记者向小米方面求证此事，其表示对此不作回应。</p><p>在此前的2022年年度演讲上，小米科技创始人、董事长雷军曾表示：“我觉得汽车非常复杂，绝对不能着急，希望大家给我们一些耐心、一些鼓励，我们会全力以赴把小米汽车做好，也希望大家给我们一些空间。网上总有各种各样的信息，我们也很痛苦，其实我们内部做了非常强的保密措施，但总有流言蜚语。我在想，在未来的两年时间里，我就不辟谣了，我也不准备介绍任何新的进展了，到了合适的时间再跟大家汇报。”</p><p>自建工厂</p><p>新浪科技报道称，小米大概率不会收购产线，或者是采用代工生产的方式，大概率还是继续走自建工厂的路径，按照2024年量产的时间表，完全来得及。软件集成的工程车预计在今年10月中旬完成。</p><p>新浪科技援引知情人士称，此前，小米已经在2021年11月宣布小米汽车总部基地落户北京亦庄，并分两期建设累计年产量达30万辆的整车工厂。其中，一期和二期产能分别为15万辆。在2022年雷军的年度演讲之后，小米汽车在量产路上已经迈出重要一步。</p><p>一位不愿具名的汽车业内人士在接受记者采访时表示，自建工厂不代表自己做所有的环节，就像生产手机一样，虽然可以自建工厂，但很多零部件是由合作伙伴提供的。所以做汽车也是如此，自建工厂的同时一定要秉持开放的心态，广泛与供应商开展合作，然后把这个事情做好。</p><p>“而且之前理想、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、小鹏等企业成功的案例，证明了一开始可能需要代工，但如果实力强大的话，企业自建工厂可以更好地把控生产流程，更快地面对消费市场，以便更好地迎接市场机遇。所以说，对于在这个级别的公司来说，要有能力自建，然后整合各方资源。”上述汽车业内人士表示。</p><p>艾媒咨询CEO张毅在接受记者采访时也表示，对于小米来说，它要做汽车，恐怕北汽或者其他原有的生产线基本上难以满足，或者生产出来的产品很难有竞争力。而北京经济技术开发区（亦庄）这边能够帮它解决自建工厂用地的问题。</p><p>在张毅看来，实际上汽车厂并没有想象中那么复杂和困难，从目前中国的生产和工业水平来看，在中国建汽车厂并没有很复杂且难以逾越的技术屏障。所以只要资金到位，建成不是问题。实际上造好一辆汽车，大概需要两个方面的支持：一个是人才基础，另一个是设备线。而且人才和设备相比，人才更重要。</p><p>“这就是小米为什么要自建工厂的原因。自建工厂虽然时间会长一点，但是客观来讲，收购和代工时间未必会很短。”张毅说。</p><p>入局晚了？</p><p>除了自建工厂，小米造车的其他环节工作也在悄然推进。天眼查显示，9月6日，小米汽车科技有限公司“自动驾驶系统及自动驾驶控制方法、装置、车辆、设备”专利公布。</p><p>到目前为止，小米在自动驾驶领域投入的研发费用已高达33亿元，除此之外，小米耗资超过20亿元对汽车工业的上下游企业进行并购或者投资，扩大自身在自动驾驶方面的长远优势。比如，小米为了能够更充分地掌握自动驾驶技术，进行了相关技术人员扩充，对深动科技进行了全资收购，该公司是研究自动驾驶技术的<a href=\"https://laohu8.com/S/V03.SI\">创业公司</a>，其团队成员大多来自清华、北大、中科院等。</p><p>据36氪报道，小米汽车电池方案目前敲定了两家主力供应商，将由<a href=\"https://laohu8.com/S/300750\">宁德时代</a>和<a href=\"https://laohu8.com/S/002594\">比亚迪</a>旗下的弗迪电池供应。据此前消息，小米汽车首款车规划了高低两个配置，低配车型计划采用400V电压平台，高配车型计划采用800V电压平台。本次电池供应商敲定，与之对应的，低配车型会搭载弗迪的磷酸铁锂刀片电池，而高配车型会搭载宁德时代最新推出的三元麒麟电池。</p><p>当前比亚迪每月销售的10余万辆新能源车，基本都落在10万~30万元这个价格区间里。而根据2021年国内市场乘用车上险数据，在全年传统汽车和新能源车的销量总和中，售价处于10万~30万元区间的车型占比高达近60%，是绝对的主流市场。那么，小米汽车的售价会在多少呢？最近有小米汽车售价30多万元的消息传出并成为用户讨论的焦点。</p><p>小米官方至今没有正式发布过关于首款车的技术细节和售价。不过，去年雷军曾经发起过一次关于未来小米汽车定价的民意调查，调查数据显示，在1.7万多名参与调查者中，希望售价在10万至20万元区间的人占了81%，是绝对多数；支持20万到30万元区间售价者约为11.5%，属于少数派；而赞同30万元以上售价的人，比例仅为7%。显然，30万元是大多数小米用户心目中的价格“天花板”。</p><p>面对瞬息万变的市场新格局，作为“后来者”的小米汽车，选择何种发展路径、市场策略，将决定小米汽车的发展速度和规模。</p><p>与此同时，传统汽车厂商和造车新势力们也在全面发力新能源汽车市场。据了解，比亚迪将在2023年上线豪车品牌，首款车型将达到百万元级别，第五代DM-i系统将在2024年推出；长城宣布到2025年将要实现新能源车销量占比超八成等等。哪吒汽车推出了3.9秒破百公里时速的新车型，<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>、小鹏、理想均在大力推进车型更新换代，这些标志着新能源市场已经进入了风起云涌的市场竞争新阶段。</p><p>谈及小米汽车入局时间的问题，张毅表示，从理论上来讲，中国目前的燃油车保有量大概在几亿辆（据公开数据，2021年燃油车保有量大约为2.93亿辆，编者注），按照目前每年几百万辆的新能源汽车对燃油车的替代速度来看，小米应该还有很长的路可以走。</p><p>“从艾媒判断的情况来看，未来五年，中<a href=\"https://laohu8.com/S/600617\">国新能源</a>汽车的年均销售量平均值大概在1500万辆，今年大概就是大几百万辆。所以从这个数据上看，要填满原来三四亿的传统汽车保有量，还有十多年时间让市场上各大车企去竞争，从这个角度来看，对于小米而言，其最大的问题倒不是时间，而是能不能造出好车，这是小米能不能做成汽车的关键。”张毅说。</p><p>业内认为，小米现在遇到的主要瓶颈可能还是来自于智能手机，目前整个市场已进入存量市场，过了快速爆发式增长的阶段。如果没有这样一个阶段作为支撑，对于小米来讲，它必须要找第二条生命线，目前看小米造车就是，因为汽车作为一个链条非常长的产品，值得小米去投。</p></body></html>","source":"sina","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>小米造车进行时，研发投入已高达33亿元</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小米造车进行时，研发投入已高达33亿元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-17 08:36 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/jjxw/2022-09-17/doc-imqqsmrn9404671.shtml><strong>中国经营报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日，新浪科技报道，小米大概率不会收购北汽的工厂，也无意采用代工生产的模式，而是会自建工厂。对此，《中国经营报》记者向小米方面求证此事，其表示对此不作回应。在此前的2022年年度演讲上，小米科技创始人、董事长雷军曾表示：“我觉得汽车非常复杂，绝对不能着急，希望大家给我们一些耐心、一些鼓励，我们会全力以赴把小米汽车做好，也希望大家给我们一些空间。网上总有各种各样的信息，我们也很痛苦，其实我们内部做了...</p>\n\n<a href=\"https://finance.sina.com.cn/jjxw/2022-09-17/doc-imqqsmrn9404671.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/99b330c7a5fe2b62c4d008bd67f85ddd","relate_stocks":{"BK1506":"5G概念","BK1502":"双十一","BK1523":"武汉本地概念股","BK1193":"电脑硬件、储存设备及电脑周边","BK1575":"同股不同权","01810":"小米集团-W","BK1607":"新IT概念","BK1589":"北水核心资产","BK1521":"挪威政府全球养老基金持仓"},"source_url":"https://finance.sina.com.cn/jjxw/2022-09-17/doc-imqqsmrn9404671.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2268648408","content_text":"近日，新浪科技报道，小米大概率不会收购北汽的工厂，也无意采用代工生产的模式，而是会自建工厂。对此，《中国经营报》记者向小米方面求证此事，其表示对此不作回应。在此前的2022年年度演讲上，小米科技创始人、董事长雷军曾表示：“我觉得汽车非常复杂，绝对不能着急，希望大家给我们一些耐心、一些鼓励，我们会全力以赴把小米汽车做好，也希望大家给我们一些空间。网上总有各种各样的信息，我们也很痛苦，其实我们内部做了非常强的保密措施，但总有流言蜚语。我在想，在未来的两年时间里，我就不辟谣了，我也不准备介绍任何新的进展了，到了合适的时间再跟大家汇报。”自建工厂新浪科技报道称，小米大概率不会收购产线，或者是采用代工生产的方式，大概率还是继续走自建工厂的路径，按照2024年量产的时间表，完全来得及。软件集成的工程车预计在今年10月中旬完成。新浪科技援引知情人士称，此前，小米已经在2021年11月宣布小米汽车总部基地落户北京亦庄，并分两期建设累计年产量达30万辆的整车工厂。其中，一期和二期产能分别为15万辆。在2022年雷军的年度演讲之后，小米汽车在量产路上已经迈出重要一步。一位不愿具名的汽车业内人士在接受记者采访时表示，自建工厂不代表自己做所有的环节，就像生产手机一样，虽然可以自建工厂，但很多零部件是由合作伙伴提供的。所以做汽车也是如此，自建工厂的同时一定要秉持开放的心态，广泛与供应商开展合作，然后把这个事情做好。“而且之前理想、蔚来、小鹏等企业成功的案例，证明了一开始可能需要代工，但如果实力强大的话，企业自建工厂可以更好地把控生产流程，更快地面对消费市场，以便更好地迎接市场机遇。所以说，对于在这个级别的公司来说，要有能力自建，然后整合各方资源。”上述汽车业内人士表示。艾媒咨询CEO张毅在接受记者采访时也表示，对于小米来说，它要做汽车，恐怕北汽或者其他原有的生产线基本上难以满足，或者生产出来的产品很难有竞争力。而北京经济技术开发区（亦庄）这边能够帮它解决自建工厂用地的问题。在张毅看来，实际上汽车厂并没有想象中那么复杂和困难，从目前中国的生产和工业水平来看，在中国建汽车厂并没有很复杂且难以逾越的技术屏障。所以只要资金到位，建成不是问题。实际上造好一辆汽车，大概需要两个方面的支持：一个是人才基础，另一个是设备线。而且人才和设备相比，人才更重要。“这就是小米为什么要自建工厂的原因。自建工厂虽然时间会长一点，但是客观来讲，收购和代工时间未必会很短。”张毅说。入局晚了？除了自建工厂，小米造车的其他环节工作也在悄然推进。天眼查显示，9月6日，小米汽车科技有限公司“自动驾驶系统及自动驾驶控制方法、装置、车辆、设备”专利公布。到目前为止，小米在自动驾驶领域投入的研发费用已高达33亿元，除此之外，小米耗资超过20亿元对汽车工业的上下游企业进行并购或者投资，扩大自身在自动驾驶方面的长远优势。比如，小米为了能够更充分地掌握自动驾驶技术，进行了相关技术人员扩充，对深动科技进行了全资收购，该公司是研究自动驾驶技术的创业公司，其团队成员大多来自清华、北大、中科院等。据36氪报道，小米汽车电池方案目前敲定了两家主力供应商，将由宁德时代和比亚迪旗下的弗迪电池供应。据此前消息，小米汽车首款车规划了高低两个配置，低配车型计划采用400V电压平台，高配车型计划采用800V电压平台。本次电池供应商敲定，与之对应的，低配车型会搭载弗迪的磷酸铁锂刀片电池，而高配车型会搭载宁德时代最新推出的三元麒麟电池。当前比亚迪每月销售的10余万辆新能源车，基本都落在10万~30万元这个价格区间里。而根据2021年国内市场乘用车上险数据，在全年传统汽车和新能源车的销量总和中，售价处于10万~30万元区间的车型占比高达近60%，是绝对的主流市场。那么，小米汽车的售价会在多少呢？最近有小米汽车售价30多万元的消息传出并成为用户讨论的焦点。小米官方至今没有正式发布过关于首款车的技术细节和售价。不过，去年雷军曾经发起过一次关于未来小米汽车定价的民意调查，调查数据显示，在1.7万多名参与调查者中，希望售价在10万至20万元区间的人占了81%，是绝对多数；支持20万到30万元区间售价者约为11.5%，属于少数派；而赞同30万元以上售价的人，比例仅为7%。显然，30万元是大多数小米用户心目中的价格“天花板”。面对瞬息万变的市场新格局，作为“后来者”的小米汽车，选择何种发展路径、市场策略，将决定小米汽车的发展速度和规模。与此同时，传统汽车厂商和造车新势力们也在全面发力新能源汽车市场。据了解，比亚迪将在2023年上线豪车品牌，首款车型将达到百万元级别，第五代DM-i系统将在2024年推出；长城宣布到2025年将要实现新能源车销量占比超八成等等。哪吒汽车推出了3.9秒破百公里时速的新车型，蔚来、小鹏、理想均在大力推进车型更新换代，这些标志着新能源市场已经进入了风起云涌的市场竞争新阶段。谈及小米汽车入局时间的问题，张毅表示，从理论上来讲，中国目前的燃油车保有量大概在几亿辆（据公开数据，2021年燃油车保有量大约为2.93亿辆，编者注），按照目前每年几百万辆的新能源汽车对燃油车的替代速度来看，小米应该还有很长的路可以走。“从艾媒判断的情况来看，未来五年，中国新能源汽车的年均销售量平均值大概在1500万辆，今年大概就是大几百万辆。所以从这个数据上看，要填满原来三四亿的传统汽车保有量，还有十多年时间让市场上各大车企去竞争，从这个角度来看，对于小米而言，其最大的问题倒不是时间，而是能不能造出好车，这是小米能不能做成汽车的关键。”张毅说。业内认为，小米现在遇到的主要瓶颈可能还是来自于智能手机，目前整个市场已进入存量市场，过了快速爆发式增长的阶段。如果没有这样一个阶段作为支撑，对于小米来讲，它必须要找第二条生命线，目前看小米造车就是，因为汽车作为一个链条非常长的产品，值得小米去投。","news_type":1,"symbols_score_info":{"01810":1}},"isVote":1,"tweetType":1,"viewCount":3994,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":637545275,"gmtCreate":1648176451037,"gmtModify":1648176451037,"author":{"id":"3581196649981663","authorId":"3581196649981663","name":"秋风送爽","avatar":"https://static.tigerbbs.com/94ae0630302b1876d8dd5eb8d76931dd","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581196649981663","authorIdStr":"3581196649981663"},"themes":[],"htmlText":"<a 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对此，我更喜欢作者迈克尔·庞皮恩在《财富管理的行为金融》的说法，他认为：当人们持有单一票或集中持有某些股票时，情绪通常很高涨。如果是这种情况，很难在短期内让人们将手中持有的单一股票调整得多元化。原因也很简单：比如，我很了解这家公司，所以我觉得能放心持有它的股票；我觉得得卖掉股票是不忠诚的行为；如果我卖掉手中任何股票，别人我的同行会看不起我…… 这些都是很正常的心理行为，那么规避的方法之一就是提前做好规划，做好顶层设计，以股票投资为例，假如我们针对这1万刀，进行分配，那么我们的分配方式如下：4K-5K刀主要购入标普500 ETF、即SPY；而剩下的5K-6K刀主要购入三类个股。原因如下：01我们选择SPY作为压仓石，是因为其基本上可以代表美国整体经济的行业和公司的股票，而且SPY是基于标普500指数而来的ETF，其中信息技术占29%，比例较高；但是其他行业分布也比较均衡，消费、医疗保健、工业都在10%左右，这样的配置组合会受周期性的影响更小，指数整体的走势也相对平稳。我们买入SPY，就等于买了美股中最好、最稳健的500家公司的股票，和道琼斯指数相比，样本数更大，能够准确地反应美国股市的走势，风险非常分散。风险为啥分散呢？因为其中的高增长高","listText":"如何搭建自己的投资组合，这是很多人都在考虑的问题，我们就以10,000刀为例，来说说我们的美股投资组合应用。我们比较善于利用期权进行套利，期权是主要的操作工具。而投资对象主要是美股：一方面是我们常居美国，对一些股票的基本情况有较为直观的了解；另一方面是投资的几只美股是我们长期观察的。当然，还有一个前提是，我们是看好美国的整体经济，在这一点上，我还是认可巴老的说法，即：买股票就是要买国运。而至于为什要构建组合，这就是个老生常谈的问题，我们也常常听到“不要把鸡蛋放到一个篮子里”这样分散风险的建议，至于如何分散风险，何时开始分散风险，谈及者较少。 对此，我更喜欢作者迈克尔·庞皮恩在《财富管理的行为金融》的说法，他认为：当人们持有单一票或集中持有某些股票时，情绪通常很高涨。如果是这种情况，很难在短期内让人们将手中持有的单一股票调整得多元化。原因也很简单：比如，我很了解这家公司，所以我觉得能放心持有它的股票；我觉得得卖掉股票是不忠诚的行为；如果我卖掉手中任何股票，别人我的同行会看不起我…… 这些都是很正常的心理行为，那么规避的方法之一就是提前做好规划，做好顶层设计，以股票投资为例，假如我们针对这1万刀，进行分配，那么我们的分配方式如下：4K-5K刀主要购入标普500 ETF、即SPY；而剩下的5K-6K刀主要购入三类个股。原因如下：01我们选择SPY作为压仓石，是因为其基本上可以代表美国整体经济的行业和公司的股票，而且SPY是基于标普500指数而来的ETF，其中信息技术占29%，比例较高；但是其他行业分布也比较均衡，消费、医疗保健、工业都在10%左右，这样的配置组合会受周期性的影响更小，指数整体的走势也相对平稳。我们买入SPY，就等于买了美股中最好、最稳健的500家公司的股票，和道琼斯指数相比，样本数更大，能够准确地反应美国股市的走势，风险非常分散。风险为啥分散呢？因为其中的高增长高","text":"如何搭建自己的投资组合，这是很多人都在考虑的问题，我们就以10,000刀为例，来说说我们的美股投资组合应用。我们比较善于利用期权进行套利，期权是主要的操作工具。而投资对象主要是美股：一方面是我们常居美国，对一些股票的基本情况有较为直观的了解；另一方面是投资的几只美股是我们长期观察的。当然，还有一个前提是，我们是看好美国的整体经济，在这一点上，我还是认可巴老的说法，即：买股票就是要买国运。而至于为什要构建组合，这就是个老生常谈的问题，我们也常常听到“不要把鸡蛋放到一个篮子里”这样分散风险的建议，至于如何分散风险，何时开始分散风险，谈及者较少。 对此，我更喜欢作者迈克尔·庞皮恩在《财富管理的行为金融》的说法，他认为：当人们持有单一票或集中持有某些股票时，情绪通常很高涨。如果是这种情况，很难在短期内让人们将手中持有的单一股票调整得多元化。原因也很简单：比如，我很了解这家公司，所以我觉得能放心持有它的股票；我觉得得卖掉股票是不忠诚的行为；如果我卖掉手中任何股票，别人我的同行会看不起我…… 这些都是很正常的心理行为，那么规避的方法之一就是提前做好规划，做好顶层设计，以股票投资为例，假如我们针对这1万刀，进行分配，那么我们的分配方式如下：4K-5K刀主要购入标普500 ETF、即SPY；而剩下的5K-6K刀主要购入三类个股。原因如下：01我们选择SPY作为压仓石，是因为其基本上可以代表美国整体经济的行业和公司的股票，而且SPY是基于标普500指数而来的ETF，其中信息技术占29%，比例较高；但是其他行业分布也比较均衡，消费、医疗保健、工业都在10%左右，这样的配置组合会受周期性的影响更小，指数整体的走势也相对平稳。我们买入SPY，就等于买了美股中最好、最稳健的500家公司的股票，和道琼斯指数相比，样本数更大，能够准确地反应美国股市的走势，风险非常分散。风险为啥分散呢？因为其中的高增长高","images":[{"img":"https://static.tigerbbs.com/8e0940779c6234cab7d1b263d2ab4d34","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/634673573","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3660,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":637542563,"gmtCreate":1648176206281,"gmtModify":1648176206281,"author":{"id":"3581196649981663","authorId":"3581196649981663","name":"秋风送爽","avatar":"https://static.tigerbbs.com/94ae0630302b1876d8dd5eb8d76931dd","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581196649981663","authorIdStr":"3581196649981663"},"themes":[],"htmlText":"能被市场看好的公司还是有的","listText":"能被市场看好的公司还是有的","text":"能被市场看好的公司还是有的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/637542563","repostId":"634552302","repostType":1,"repost":{"id":634552302,"gmtCreate":1647583663542,"gmtModify":1744960800742,"author":{"id":"3516096698306373","authorId":"3516096698306373","name":"石头","avatar":"https://static.tigerbbs.com/8477922e6df4928f290cca5cd50ce873","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3516096698306373","authorIdStr":"3516096698306373"},"themes":[],"title":"市场崩盘？不存在的！不但不卖，还大量买入！","htmlText":"大家好，我是石头。有段时间没有更新对市场个股和账户的情况了，最近市场可算是三天一个大消息，一天一个小消息，就在公司问责法案让中概股暴跌的几天后，似乎关系有所缓解了，于是见证历史的我们又开眼了，港股大盘差点涨停（10%）。我列出一些之前写过的文章，以方便大家对一些概念有所了解： <a href=\"https://www.laohu8.com/post/365597575\" target=\"_blank\">买股心得分享：耐得住寂寞，守得住利润&nbsp;</a> <a href=\"https://www.laohu8.com/post/609734652\" target=\"_blank\">财报分析 | 阿里巴巴怎么了？2021年电商们怎么了？&nbsp;</a> <a href=\"https://www.laohu8.com/post/691198886\" target=\"_blank\">2021复盘 | 年利润55%，总1185%，反思过去 展望未来！&nbsp;</a> <a href=\"https://www.laohu8.com/personal/3516096698306373\" target=\"_blank\">更多请自己翻找&nbsp;</a>………… 我最近一直在思考是否要做些调整，尤其是步入3月份，市场更加不稳定，持仓股很多都是拿了有年头了，我又没有“钞能力”可以一直买，所以每个操作对我来说都需要深思熟虑。而最近听到了不止一个人跟我说，3月将会出现经济大崩盘，甚至直接给出具体日期的——印度阿南德预测2022年3月16日经济崩盘。2022年3月18日，市场不但没有崩盘，反而有些个股走的还不错，尤其是我多次提到过的<a target=\"_blank\" href=\"https://laohu8.com/S/BRK.A\">$伯克希尔(BRK.A)$</a>&nbsp;，","listText":"大家好，我是石头。有段时间没有更新对市场个股和账户的情况了，最近市场可算是三天一个大消息，一天一个小消息，就在公司问责法案让中概股暴跌的几天后，似乎关系有所缓解了，于是见证历史的我们又开眼了，港股大盘差点涨停（10%）。我列出一些之前写过的文章，以方便大家对一些概念有所了解： <a href=\"https://www.laohu8.com/post/365597575\" target=\"_blank\">买股心得分享：耐得住寂寞，守得住利润&nbsp;</a> <a href=\"https://www.laohu8.com/post/609734652\" target=\"_blank\">财报分析 | 阿里巴巴怎么了？2021年电商们怎么了？&nbsp;</a> <a href=\"https://www.laohu8.com/post/691198886\" target=\"_blank\">2021复盘 | 年利润55%，总1185%，反思过去 展望未来！&nbsp;</a> <a href=\"https://www.laohu8.com/personal/3516096698306373\" target=\"_blank\">更多请自己翻找&nbsp;</a>………… 我最近一直在思考是否要做些调整，尤其是步入3月份，市场更加不稳定，持仓股很多都是拿了有年头了，我又没有“钞能力”可以一直买，所以每个操作对我来说都需要深思熟虑。而最近听到了不止一个人跟我说，3月将会出现经济大崩盘，甚至直接给出具体日期的——印度阿南德预测2022年3月16日经济崩盘。2022年3月18日，市场不但没有崩盘，反而有些个股走的还不错，尤其是我多次提到过的<a target=\"_blank\" href=\"https://laohu8.com/S/BRK.A\">$伯克希尔(BRK.A)$</a>&nbsp;，","text":"大家好，我是石头。有段时间没有更新对市场个股和账户的情况了，最近市场可算是三天一个大消息，一天一个小消息，就在公司问责法案让中概股暴跌的几天后，似乎关系有所缓解了，于是见证历史的我们又开眼了，港股大盘差点涨停（10%）。我列出一些之前写过的文章，以方便大家对一些概念有所了解： 买股心得分享：耐得住寂寞，守得住利润 财报分析 | 阿里巴巴怎么了？2021年电商们怎么了？ 2021复盘 | 年利润55%，总1185%，反思过去 展望未来！ 更多请自己翻找 ………… 我最近一直在思考是否要做些调整，尤其是步入3月份，市场更加不稳定，持仓股很多都是拿了有年头了，我又没有“钞能力”可以一直买，所以每个操作对我来说都需要深思熟虑。而最近听到了不止一个人跟我说，3月将会出现经济大崩盘，甚至直接给出具体日期的——印度阿南德预测2022年3月16日经济崩盘。2022年3月18日，市场不但没有崩盘，反而有些个股走的还不错，尤其是我多次提到过的$伯克希尔(BRK.A)$ ，","images":[{"img":"https://static.tigerbbs.com/03e32a81faebed2a5c62108b444749b2","width":"1240","height":"868"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/634552302","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":10,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":637542053,"gmtCreate":1648176089794,"gmtModify":1648176089794,"author":{"id":"3581196649981663","authorId":"3581196649981663","name":"秋风送爽","avatar":"https://static.tigerbbs.com/94ae0630302b1876d8dd5eb8d76931dd","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581196649981663","authorIdStr":"3581196649981663"},"themes":[],"htmlText":"值得一看","listText":"值得一看","text":"值得一看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/637542053","repostId":"634161565","repostType":1,"repost":{"id":634161565,"gmtCreate":1647409830917,"gmtModify":1647411932982,"author":{"id":"3502860692623653","authorId":"3502860692623653","name":"爱上趋势股","avatar":"https://static.tigerbbs.com/17f4521614b0cae62aff9fa7fa80fa77","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502860692623653","authorIdStr":"3502860692623653"},"themes":[],"title":"三大利好，千载难逢，抓紧抄底！冲鸭！！","htmlText":"废话不多说，一个一个来。 第一个利好，也是主要原因：政治利空落空。 中概股此次全面暴跌，已经不是基本面、业绩能够造成的，而是因为政治因素，俗称不可抗因素的风险加大。 具体来说，有两个： 中美关系遇冷预期，美国那边加强对中概股的审计，需要提交很多保密数据，中国企业出于国家安全的角度无法提交，那么就将面临退市。 俄乌局势的余波，资本担心美国会对中国也发起向俄罗斯那样的制裁。 但是，在中美罗马会谈后，美国那边释放了善意： 美国监管机构发声：正积极寻求与中国达成合作协议，以结束长达数年的跨境审计监管困局 对于这次会谈，网上普遍认为各说各的、平淡如水。 但其实这本身就是一种利好，什么意思呢？ 原本，大家以为两个村子要打架了，所以有钱人都拿着钱跑了（对应中概股暴跌），结果发现两边一见面，还跟往常“平淡如水”。原本预计的利空，没有实现，那么逃走的人，就还会回来。但至于回来多少，又要看接下来的发展。 从双方的新闻简报会上看，其实还透露了不少缓和迹象。毕竟谈了整整7个小时，不可能只是“各说各的”。 两边的新闻简报我都看了： 中方还是一如既往的表态，希望世界和平，只要不涉及到自己的核心利益，都不愿涉入太深，以和为贵； 美国方面的表态很重要，隐晦地证实中方没有对俄军援或金援，用词是may be considering，因此可以100%的确认美方没有选择因俄乌战争而把中方划入敌营，这就意味着不会对中国进行制裁。 所以，后面美国证监会发出了积极信号，中国这边也给予了积极回应： 此次双方的回应，是告诉大家，中美仍在合作、竞争、分歧、对话，这条正轨上行驶，大家不必担心脱轨的状况。 而已经处于“脱轨”状态的中概股，一定也会回到正轨上来。 第二个利好：开放 昨天，《新形势下新冠肺炎第九版指南》发布，主要3个亮点： 没再提及原来无症状感染者的诊断。 轻型病例，集中隔离管理，而不要求去定点医院治疗。（重大变化）","listText":"废话不多说，一个一个来。 第一个利好，也是主要原因：政治利空落空。 中概股此次全面暴跌，已经不是基本面、业绩能够造成的，而是因为政治因素，俗称不可抗因素的风险加大。 具体来说，有两个： 中美关系遇冷预期，美国那边加强对中概股的审计，需要提交很多保密数据，中国企业出于国家安全的角度无法提交，那么就将面临退市。 俄乌局势的余波，资本担心美国会对中国也发起向俄罗斯那样的制裁。 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height=\"auto\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/99b330c7a5fe2b62c4d008bd67f85ddd","relate_stocks":{"XIACY":"小米集团ADR","01810":"小米集团-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178962273","content_text":"据北京小米公益基金会消息，12月30日，小米公益基金会向西安市慈善会捐款1000万元，用于采购抗疫物资、为一线抗疫人员提供有关保障等。","news_type":1,"symbols_score_info":{"01810":0.9,"XIACY":0.9}},"isVote":1,"tweetType":1,"viewCount":2416,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698094975,"gmtCreate":1640256389299,"gmtModify":1640256389299,"author":{"id":"3581196649981663","authorId":"3581196649981663","name":"秋风送爽","avatar":"https://static.tigerbbs.com/94ae0630302b1876d8dd5eb8d76931dd","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581196649981663","authorIdStr":"3581196649981663"},"themes":[],"htmlText":"博闻奖章，代表我是爱学习的[开心]&nbsp;[开心]&nbsp;[开心]&nbsp;","listText":"博闻奖章，代表我是爱学习的[开心]&nbsp;[开心]&nbsp;[开心]&nbsp;","text":"博闻奖章，代表我是爱学习的[开心] 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[开心]","images":[{"img":"https://static.tigerbbs.com/ce2043acbf27dd8ccc5a3dd2c274154c","width":"1080","height":"1684"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698094975","isVote":1,"tweetType":1,"viewCount":2758,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":693880851,"gmtCreate":1640000258290,"gmtModify":1640000258290,"author":{"id":"3581196649981663","authorId":"3581196649981663","name":"秋风送爽","avatar":"https://static.tigerbbs.com/94ae0630302b1876d8dd5eb8d76931dd","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581196649981663","authorIdStr":"3581196649981663"},"themes":[],"htmlText":"不要自己抄底，涨起来又跑的比兔子还快","listText":"不要自己抄底，涨起来又跑的比兔子还快","text":"不要自己抄底，涨起来又跑的比兔子还快","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693880851","repostId":"1187286742","repostType":2,"repost":{"id":"1187286742","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":1639999151,"share":"https://www.laohu8.com/m/news/1187286742?lang=&edition=full","pubTime":"2021-12-20 19:19","market":"hk","language":"zh","title":"小米集团今日回购275万股股票，耗资4879.6万港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1187286742","media":"老虎资讯综合","summary":"12月20日，小米集团-W：12月20日以每股17.64港元-17.8港元的价格回购275万股股票，耗资4879.6万港元。","content":"<p>12月20日，<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>：12月20日以每股17.64港元-17.8港元的价格回购275万股股票，耗资4879.6万港元。</p>\n<p><img src=\"https://static.tigerbbs.com/1cd9776dc43e8f7f36e1dcd162f1ff1a\" tg-width=\"1579\" tg-height=\"490\" referrerpolicy=\"no-referrer\"></p>","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>小米集团今日回购275万股股票，耗资4879.6万港元</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; 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href=\"https://laohu8.com/S/01810\">小米集团-W</a>：12月20日以每股17.64港元-17.8港元的价格回购275万股股票，耗资4879.6万港元。</p>\n<p><img src=\"https://static.tigerbbs.com/1cd9776dc43e8f7f36e1dcd162f1ff1a\" tg-width=\"1579\" tg-height=\"490\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/99b330c7a5fe2b62c4d008bd67f85ddd","relate_stocks":{"BK1506":"5G概念","BK1523":"武汉本地概念股","BK1502":"双十一","BK1193":"电脑硬件、储存设备及电脑周边","BK1575":"同股不同权","01810":"小米集团-W","BK1607":"新IT概念","BK1589":"北水核心资产","BK1521":"挪威政府全球养老基金持仓"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187286742","content_text":"12月20日，小米集团-W：12月20日以每股17.64港元-17.8港元的价格回购275万股股票，耗资4879.6万港元。","news_type":1,"symbols_score_info":{"01810":0.9}},"isVote":1,"tweetType":1,"viewCount":2385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690349816,"gmtCreate":1639641935846,"gmtModify":1639641935846,"author":{"id":"3581196649981663","authorId":"3581196649981663","name":"秋风送爽","avatar":"https://static.tigerbbs.com/94ae0630302b1876d8dd5eb8d76931dd","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581196649981663","authorIdStr":"3581196649981663"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>小米今天又输血了吧，股价还是没有顶住压力[流泪]&nbsp;","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>小米今天又输血了吧，股价还是没有顶住压力[流泪]&nbsp;","text":"$小米集团-W(01810)$小米今天又输血了吧，股价还是没有顶住压力[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690349816","isVote":1,"tweetType":1,"viewCount":2150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874618298,"gmtCreate":1637765806436,"gmtModify":1637765806436,"author":{"id":"3581196649981663","authorId":"3581196649981663","name":"秋风送爽","avatar":"https://static.tigerbbs.com/94ae0630302b1876d8dd5eb8d76931dd","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581196649981663","authorIdStr":"3581196649981663"},"themes":[],"htmlText":"这些机构的评级目标价相差甚远是什么个情况？高低搭配么，看起来也就是仅供参考吧！今天暴跌[心碎]&nbsp;[心碎]&nbsp;[心碎]&nbsp;","listText":"这些机构的评级目标价相差甚远是什么个情况？高低搭配么，看起来也就是仅供参考吧！今天暴跌[心碎]&nbsp;[心碎]&nbsp;[心碎]&nbsp;","text":"这些机构的评级目标价相差甚远是什么个情况？高低搭配么，看起来也就是仅供参考吧！今天暴跌[心碎] [心碎] [心碎]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/874618298","repostId":"1122776819","repostType":2,"repost":{"id":"1122776819","kind":"news","pubTimestamp":1637740467,"share":"https://www.laohu8.com/m/news/1122776819?lang=&edition=full","pubTime":"2021-11-24 15:54","market":"hk","language":"zh","title":"小米绩后大跌！一文看懂最新投行观点及目标价","url":"https://stock-news.laohu8.com/highlight/detail?id=1122776819","media":"腾讯自选股","summary":"今日小米集团绩后遭遇大跌，盘中一度大跌超8%。消息面上，公司Q3手机收入环比下滑约20%。\n具体看，11月23日，小米集团-W发布第三季度业绩公告。当季，小米实现营业收入780.63亿元，同比增长8.","content":"<p>今日小米集团绩后遭遇大跌，盘中一度大跌超8%。消息面上，公司Q3手机收入环比下滑约20%。</p>\n<p>具体看，11月23日，<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>发布第三季度业绩公告。当季，小米实现营业收入780.63亿元，同比增长8.2%，环比减少11.1%；经调整后净利润为51.76亿元，同比增长25.4%，环比减少18.1%。</p>\n<p>其中，第三季度，小米<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>手机的营业收入为478.25亿元，同比增长4.4%，环比减少19.1%。小米第三季度的出货量为4390万台，相比第二季度减少900万台。小米对此解释称主要是由于全球核心零部件(包括SoC)供应短缺所致。根据Canalys数据，第三季度小米在全球的市占率为13.5%，排名第三，此前在第二季度中为16.7%，排名第二。</p>\n<p>小米集团总裁王翔在财报发布后的业绩电话会上直言，市占率的下降主要与iPhone 13的表现强势有关。同时，小米并无提供前景指引，仅料智能手机明年增长良好。</p>\n<p>从各家的投行的点评来看，瑞信、美银、野村均下调小米的目标价；而野村则表示小米季绩没大惊喜出货疲弱已反映；而麦格理、中金表示看多，麦格理将小米集团目标价上调4%至19.52港元。</p>\n<p><b>瑞信:小米季绩大致符预期 下调目标价至27元</b></p>\n<p>瑞信发表研究报告表示，小米第三季度整体业绩大致符合预期，收入为781亿元人民币，增长放慢至8%，期内经调整盈利按年升25%至52亿元人民币，则高于预期，该行将小米2022╱23财年每股盈利预测下调6-7%，以反映线下渠道扩张及智能电动汽车的更高营运成本，并将其目标价由28.5港元，下调至27港元，维持「优于大市」评级。</p>\n<p>报告指，基于核心零部件短缺，小米第三季智能手机出货量只有4400万部，按年下跌5%，按季更跌16%，但首9个月出货量达1.46亿部，按年升40%，相当于2020财年的出货量，相信此势头可延续至第四季。小米管理层料2021财年的出货量达1.9亿部，相信是一个较好的预测，虽然零部件短缺或会持续至明年上半年，但相信明年下半年将有明显的改善。</p>\n<p>该行并调整小米2021╱22财年的智能手机出货量预测至1.92亿部及2.24亿部，以反映受到零部件供应短缺的限制，而收入预测则大致维持不变。</p>\n<p><b>美银:小米下调手机出货量预测 降目标至18.7元</b></p>\n<p>美银证券发表研究报告表示，小米第三季经调整盈利达52亿元人民币，按年升25%，按季则跌18%，高于该行及市场预期7-8%，期内收入780亿元人民币，按年升8%，按季跌11%，大致符合预期，不过实质营运盈利则较该行预期低8%，主要由于研发及销售成本增加，该行将小米目标价由19港元，轻微下调至18.7港元，维持「逊于大市」评级。</p>\n<p>报告指，小米管理层对智能手机出货量预测看法转为保守，将2021财年出货量预测由2亿部，下调至1.9亿部，即第四季度按季持平。由于核心零部件短缺，管理层料明年上半年挑战仍持续，暗示不明朗情况持续至2022年，尽管在产品组合改善支持智能手机的毛利率，但线下扩张令营运支出上升，将影响其营运盈利表现。该行将小米2021年盈利预测上调2%，但2022至23年则大致维持不变，以反映业绩表现及前景。</p>\n<p><b>野村:小米季绩没大惊喜出货疲弱已反映 目标31元</b></p>\n<p>野村发表研究报告表示，小米第三季业绩没有大惊喜，而智能手机出货量疲弱已反映在股价上。该行维持其「中性」评级，目标价31港元。</p>\n<p>野村指，小米第三季收入781亿元(人民币。下同)，胜市场预期；毛利率18.3%，胜预期，主要受手机业务毛利率按季上升带动，整体业绩大致符合预期。该行指，小米管理层认为第四季业绩将出现按季改善，不过预测比上月保守，料全球智能手机出货量将按季持平，不过平均售价可按季上升，而毛利率则因促销活动而下跌。</p>\n<p>另外，管理层下调IoT业务全年增长目标至30%；互联网业务则目标15-20%销售增长，高于早前的15-17%增长预测。该行认为，小米的催化剂为新手机推出后的智能手机市场份额增长，以及电动车业务长期的发展。</p>\n<p><b><a href=\"https://laohu8.com/S/UBS\">瑞银</a>：维持小米集团“中性”评级 目标价23港元</b></p>\n<p>瑞银发布研究报告，维持小米集团“中性”评级，预计2022/23年智能手机付运2.1亿/2.25亿部，相对于2021年预测的1.92亿部升10%/7%，予目标价23港元。</p>\n<p>报告中称，集团第三季收入取得781亿元人民币同比升8.2%，经调整盈利52亿人民币同比升25.4%，大致符合该行及市场预期，毛利率18.3%也符合预期，业绩并无太大惊喜。</p>\n<p>该行表示，小米并无提供前景指引，仅预计智能手机明年增长良好，但相关供应链于明年上半年仍然紧张；小米在具挑战的行业环境下表现相对较好，但市场对内地智能手机市场需求看法较负面，预计其股价会受压。</p>\n<p><b>麦格理：维持小米集团“中性”评级 目标价上调4%至19.52港元</b></p>\n<p>麦格理发布研究报告称，维持小米集团“中性”评级，预期Q4智能手机均价增长推动下，收入同比增20%，按季增8%。随着海运物流问题的缓解及月活跃用户不断增长带动互联网服务收入上升的情况下，海外物联网收入将有所反弹，目标价上调4%至19.52港元。</p>\n<p>报告中称，公司2021财年第三季收入780亿元人民币，按季跌11%，但同比升8.2%，虽然高过市场预期，但较该行预期低2%。毛利率18.3%，按季提高1.1个百分点，同比升4.3个百分点，比该行预期高0.8个百分点。非国际财务报告准则调整后净利润51亿元人民币，按季跌18%，同比升25.4%，较市场预期高8%，但较该行预期跌1%。</p>\n<p>该行指出，虽然小米智能手机市场份额下降，但2021财年第三季的月活跃用户有所增加。海外互联网服务收入同比增长110%，高过预期。另外，预期低端智能手机芯片短缺问题将持续至2022财年上半年，但公司对2022年手机销量增长持乐观态度，估计2022财年下半年芯片短缺问题将得到解决。</p>\n<p><b>大和：重申小米集团“优于大市”评级 目标价24港元</b></p>\n<p>大和发布研究报告，重申小米集团“优于大市”评级，基于较高的智能手机出货量预测，上调2022-23财年收入预测2%至3%，并调高每股盈测4%至6%，目标价24港元。</p>\n<p>报告中称，小米今年第三季收入同比增长8%，略低于预测，主要由于全球主要零部件短缺以及海外海运物流面临挑战，集团硬件销售较预期疲弱。该行相信，供应链问题有所缓解的情况或较原先预期快，有望明年上半年会有改善，因此上调小米明年及后年智能手机出货量预测2.25亿部/2.38亿部。</p>\n<p>该行表示，小米良好的执行策略，有助集团持续抢占市场份额，今年首九个月，小米出货量同比增40%，并透过产品Civi吸纳女性客户。今年推出的新智能手机型号，其用户中有一半以上是新用户。在高端智能手机型号比例上升的推动下，第三季度的混合平均售价同比增7%。随着今年第二季在中国的销售渠道进一步改善，竞争问题可能会得到解决。</p>\n<p><b>中金：维持小米集团“跑赢行业”评级 目标价34港元</b></p>\n<p>中金发布研究报告称，维持小米集团“跑赢行业”评级，目标价34港元，对应40倍/34.1倍2021/22年非通用准则市盈率，有64.3%上行空间。</p>","source":"lsy1590721949393","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>小米绩后大跌！一文看懂最新投行观点及目标价</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小米绩后大跌！一文看懂最新投行观点及目标价\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-24 15:54 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wzq.tenpay.com/mp/v2/index.html?stat_data=4003000011#/information/detail?id=SN20211124154016775afbfe&shareSource=fromApp&zxtype=1&appVersion=undefined><strong>腾讯自选股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今日小米集团绩后遭遇大跌，盘中一度大跌超8%。消息面上，公司Q3手机收入环比下滑约20%。\n具体看，11月23日，小米集团-W发布第三季度业绩公告。当季，小米实现营业收入780.63亿元，同比增长8.2%，环比减少11.1%；经调整后净利润为51.76亿元，同比增长25.4%，环比减少18.1%。\n其中，第三季度，小米智能手机的营业收入为478.25亿元，同比增长4.4%，环比减少19.1%。小米...</p>\n\n<a href=\"https://wzq.tenpay.com/mp/v2/index.html?stat_data=4003000011#/information/detail?id=SN20211124154016775afbfe&shareSource=fromApp&zxtype=1&appVersion=undefined\">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":{"BK1607":"新IT概念","BK1589":"北水核心资产","BK1521":"挪威政府全球养老基金持仓","BK1506":"5G概念","BK1193":"电脑硬件、储存设备及电脑周边","BK1502":"双十一","BK1523":"武汉本地概念股","01810":"小米集团-W","BK1575":"同股不同权"},"source_url":"https://wzq.tenpay.com/mp/v2/index.html?stat_data=4003000011#/information/detail?id=SN20211124154016775afbfe&shareSource=fromApp&zxtype=1&appVersion=undefined","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122776819","content_text":"今日小米集团绩后遭遇大跌，盘中一度大跌超8%。消息面上，公司Q3手机收入环比下滑约20%。\n具体看，11月23日，小米集团-W发布第三季度业绩公告。当季，小米实现营业收入780.63亿元，同比增长8.2%，环比减少11.1%；经调整后净利润为51.76亿元，同比增长25.4%，环比减少18.1%。\n其中，第三季度，小米智能手机的营业收入为478.25亿元，同比增长4.4%，环比减少19.1%。小米第三季度的出货量为4390万台，相比第二季度减少900万台。小米对此解释称主要是由于全球核心零部件(包括SoC)供应短缺所致。根据Canalys数据，第三季度小米在全球的市占率为13.5%，排名第三，此前在第二季度中为16.7%，排名第二。\n小米集团总裁王翔在财报发布后的业绩电话会上直言，市占率的下降主要与iPhone 13的表现强势有关。同时，小米并无提供前景指引，仅料智能手机明年增长良好。\n从各家的投行的点评来看，瑞信、美银、野村均下调小米的目标价；而野村则表示小米季绩没大惊喜出货疲弱已反映；而麦格理、中金表示看多，麦格理将小米集团目标价上调4%至19.52港元。\n瑞信:小米季绩大致符预期 下调目标价至27元\n瑞信发表研究报告表示，小米第三季度整体业绩大致符合预期，收入为781亿元人民币，增长放慢至8%，期内经调整盈利按年升25%至52亿元人民币，则高于预期，该行将小米2022╱23财年每股盈利预测下调6-7%，以反映线下渠道扩张及智能电动汽车的更高营运成本，并将其目标价由28.5港元，下调至27港元，维持「优于大市」评级。\n报告指，基于核心零部件短缺，小米第三季智能手机出货量只有4400万部，按年下跌5%，按季更跌16%，但首9个月出货量达1.46亿部，按年升40%，相当于2020财年的出货量，相信此势头可延续至第四季。小米管理层料2021财年的出货量达1.9亿部，相信是一个较好的预测，虽然零部件短缺或会持续至明年上半年，但相信明年下半年将有明显的改善。\n该行并调整小米2021╱22财年的智能手机出货量预测至1.92亿部及2.24亿部，以反映受到零部件供应短缺的限制，而收入预测则大致维持不变。\n美银:小米下调手机出货量预测 降目标至18.7元\n美银证券发表研究报告表示，小米第三季经调整盈利达52亿元人民币，按年升25%，按季则跌18%，高于该行及市场预期7-8%，期内收入780亿元人民币，按年升8%，按季跌11%，大致符合预期，不过实质营运盈利则较该行预期低8%，主要由于研发及销售成本增加，该行将小米目标价由19港元，轻微下调至18.7港元，维持「逊于大市」评级。\n报告指，小米管理层对智能手机出货量预测看法转为保守，将2021财年出货量预测由2亿部，下调至1.9亿部，即第四季度按季持平。由于核心零部件短缺，管理层料明年上半年挑战仍持续，暗示不明朗情况持续至2022年，尽管在产品组合改善支持智能手机的毛利率，但线下扩张令营运支出上升，将影响其营运盈利表现。该行将小米2021年盈利预测上调2%，但2022至23年则大致维持不变，以反映业绩表现及前景。\n野村:小米季绩没大惊喜出货疲弱已反映 目标31元\n野村发表研究报告表示，小米第三季业绩没有大惊喜，而智能手机出货量疲弱已反映在股价上。该行维持其「中性」评级，目标价31港元。\n野村指，小米第三季收入781亿元(人民币。下同)，胜市场预期；毛利率18.3%，胜预期，主要受手机业务毛利率按季上升带动，整体业绩大致符合预期。该行指，小米管理层认为第四季业绩将出现按季改善，不过预测比上月保守，料全球智能手机出货量将按季持平，不过平均售价可按季上升，而毛利率则因促销活动而下跌。\n另外，管理层下调IoT业务全年增长目标至30%；互联网业务则目标15-20%销售增长，高于早前的15-17%增长预测。该行认为，小米的催化剂为新手机推出后的智能手机市场份额增长，以及电动车业务长期的发展。\n瑞银：维持小米集团“中性”评级 目标价23港元\n瑞银发布研究报告，维持小米集团“中性”评级，预计2022/23年智能手机付运2.1亿/2.25亿部，相对于2021年预测的1.92亿部升10%/7%，予目标价23港元。\n报告中称，集团第三季收入取得781亿元人民币同比升8.2%，经调整盈利52亿人民币同比升25.4%，大致符合该行及市场预期，毛利率18.3%也符合预期，业绩并无太大惊喜。\n该行表示，小米并无提供前景指引，仅预计智能手机明年增长良好，但相关供应链于明年上半年仍然紧张；小米在具挑战的行业环境下表现相对较好，但市场对内地智能手机市场需求看法较负面，预计其股价会受压。\n麦格理：维持小米集团“中性”评级 目标价上调4%至19.52港元\n麦格理发布研究报告称，维持小米集团“中性”评级，预期Q4智能手机均价增长推动下，收入同比增20%，按季增8%。随着海运物流问题的缓解及月活跃用户不断增长带动互联网服务收入上升的情况下，海外物联网收入将有所反弹，目标价上调4%至19.52港元。\n报告中称，公司2021财年第三季收入780亿元人民币，按季跌11%，但同比升8.2%，虽然高过市场预期，但较该行预期低2%。毛利率18.3%，按季提高1.1个百分点，同比升4.3个百分点，比该行预期高0.8个百分点。非国际财务报告准则调整后净利润51亿元人民币，按季跌18%，同比升25.4%，较市场预期高8%，但较该行预期跌1%。\n该行指出，虽然小米智能手机市场份额下降，但2021财年第三季的月活跃用户有所增加。海外互联网服务收入同比增长110%，高过预期。另外，预期低端智能手机芯片短缺问题将持续至2022财年上半年，但公司对2022年手机销量增长持乐观态度，估计2022财年下半年芯片短缺问题将得到解决。\n大和：重申小米集团“优于大市”评级 目标价24港元\n大和发布研究报告，重申小米集团“优于大市”评级，基于较高的智能手机出货量预测，上调2022-23财年收入预测2%至3%，并调高每股盈测4%至6%，目标价24港元。\n报告中称，小米今年第三季收入同比增长8%，略低于预测，主要由于全球主要零部件短缺以及海外海运物流面临挑战，集团硬件销售较预期疲弱。该行相信，供应链问题有所缓解的情况或较原先预期快，有望明年上半年会有改善，因此上调小米明年及后年智能手机出货量预测2.25亿部/2.38亿部。\n该行表示，小米良好的执行策略，有助集团持续抢占市场份额，今年首九个月，小米出货量同比增40%，并透过产品Civi吸纳女性客户。今年推出的新智能手机型号，其用户中有一半以上是新用户。在高端智能手机型号比例上升的推动下，第三季度的混合平均售价同比增7%。随着今年第二季在中国的销售渠道进一步改善，竞争问题可能会得到解决。\n中金：维持小米集团“跑赢行业”评级 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href=\"https://laohu8.com/S/02150\">$奈雪的茶(02150)$</a>","text":"希望越来越好$奈雪的茶(02150)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/810966115","repostId":"1196006010","repostType":2,"repost":{"id":"1196006010","kind":"news","pubTimestamp":1629890413,"share":"https://www.laohu8.com/m/news/1196006010?lang=&edition=full","pubTime":"2021-08-25 19:20","market":"hk","language":"zh","title":"奈雪的茶上半年营收同比增80.2%，经调净利润转正","url":"https://stock-news.laohu8.com/highlight/detail?id=1196006010","media":"智通财经网","summary":"上半年奈雪的茶茶饮店取得门店经营利润3.85亿元，同比提升提升497.2%。","content":"<p>8月25日（周三），<a href=\"https://laohu8.com/S/02150\">奈雪的茶</a>在港交所公告，<b>2021年上半年实现营收21.26亿元，同比增长80.2%。</b></p>\n<p>上半年净亏损43.21亿元，其中包括可转换可赎回优先股的公允价值变动43.3亿元人民币，调整各项变动及开支后上半年盈利4816.8万元。</p>\n<p><b>上半年经调整净利润为人民币4820万元，去年同期为亏损人民币6350万元，盈利能力持续提升。</b></p>\n<p><img src=\"https://static.tigerbbs.com/17c75097dde6c330c6fcb45f9ab40f53\" tg-width=\"857\" 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href=https://www.zhitongcaijing.com/content/detail/544336.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月25日（周三），奈雪的茶在港交所公告，2021年上半年实现营收21.26亿元，同比增长80.2%。\n上半年净亏损43.21亿元，其中包括可转换可赎回优先股的公允价值变动43.3亿元人民币，调整各项变动及开支后上半年盈利4816.8万元。\n上半年经调整净利润为人民币4820万元，去年同期为亏损人民币6350万元，盈利能力持续提升。\n\n2021年上半年奈雪的茶茶饮店取得门店经营利润3.85亿元，较...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/544336.html\">Web 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href=\"https://laohu8.com/S/01810\">小米集团-W</a>：12月20日以每股17.64港元-17.8港元的价格回购275万股股票，耗资4879.6万港元。</p>\n<p><img src=\"https://static.tigerbbs.com/1cd9776dc43e8f7f36e1dcd162f1ff1a\" tg-width=\"1579\" tg-height=\"490\" 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