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或许我来自未来
2023-09-14
$拼多多(PDD)$
temu现在在美国有一亿的活跃用户[惊讶]
或许我来自未来
2023-09-14
$雅乐科技(YALA)$
国内同类型的游戏也是有的喜欢花里胡哨的皮肤,有的喜欢朴实的历史画风。
或许我来自未来
2023-09-07
$碧桂园(02007)$
最近的政策组合拳带来的反响还是很大的
或许我来自未来
2023-09-07
$拼多多(PDD)$
天猫与京东在电商品质化和高端化的道路上持续探索了许多年,一直到消费下行的大趋势下狠狠碰壁,这才思考回归低价。
或许我来自未来
2023-09-07
$小米集团-W(01810)$
继续涨,冲冲冲
或许我来自未来
2023-09-07
$雅乐科技(YALA)$
中东地区对电竞产业的扶持政策是非常友好的,会举办国际性赛事去吸引来自全球的游戏电竞厂商以及俱乐部。
或许我来自未来
2023-08-22
$雅乐科技(YALA)$
对于重度slg玩家来说,实时沟通是一个需求比较大的服务,内置语音房不得不说是一条最为“直接”的路。
或许我来自未来
2023-08-22
$小米集团-W(01810)$
调整一下
或许我来自未来
2023-08-15
$雅乐科技(YALA)$
看到一个有趣的比喻:“本质上,《Yalla Ludo》并不是一款让用户氪金的游戏。它更像布局在商场四五楼的餐饮,目的是用来吸引食客转化成为在一二三楼买衣服的消费者。”
或许我来自未来
2023-08-15
$Sea Ltd(SE)$
[财迷]
抱歉,原内容已删除
或许我来自未来
2023-08-15
$小米集团-W(01810)$
发布会码住随后看
抱歉,原内容已删除
或许我来自未来
2023-08-09
$雅乐科技(YALA)$
预计未来几年,游戏将成为雅乐业务收入重要组成部分,现在正是中东游戏发展红利期。
或许我来自未来
2023-08-09
$小米集团-W(01810)$
码住
@阿尔法工场:学习机市场格局,由“三国”走向“战国”
或许我来自未来
2023-08-03
$雅乐科技(YALA)$
很多人对中东市场跃跃欲试,但实际上真正能打进当地市场的没有几个。
或许我来自未来
2023-08-03
$小米集团-W(01810)$
等待验证
@窝轮女神Fifi:【个股分析】小米集团2Q业绩前瞻及近期股价走势分析
或许我来自未来
2023-06-12
$雅乐科技(YALA)$
Yalla能够在整体业绩和资本市场上获得佳绩,印证了海外社交市场的一些特点: 聚焦核心业务语音社交应用不比广撒网模式差,但要求产品能够有足够的本土化特色,能够深度匹配当地市场环境; 拥有丰富海外市场经验的核心管理团队,能在进入一个新市场后少走弯路
或许我来自未来
2023-06-02
有点像我们早期的传奇类网游,因为中东文化历史都比较特殊,在故事线上做了本土化,产品就很讨喜;况且富豪也多[开心] [开心]
$Yalla Group(YALA)$
@火的意志:
$雅乐科技(YALA)$
新游戏体验怎么样,有玩过的吗
或许我来自未来
2023-05-05
$小米集团-W(01810)$
小米的机器人怎么样了
或许我来自未来
2023-05-05
$雅乐科技(YALA)$
别人买跌我买升,别人都抛我却要买,股票之一道在于人弃我取,股票之二道在于不怕交学费
或许我来自未来
2023-04-12
求教?这是哪个公司的啊
$小米集团-W(01810)$
$Sea Ltd(SE)$
$苹果(AAPL)$
抱歉,原内容已删除
去老虎APP查看更多动态
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最近的政策组合拳带来的反响还是很大的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/217266555932800","isVote":1,"tweetType":1,"viewCount":2363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":217266386133208,"gmtCreate":1694066588653,"gmtModify":1694067270099,"author":{"id":"3581631557616459","authorId":"3581631557616459","name":"或许我来自未来","avatar":"https://static.tigerbbs.com/1368207109b168a490906d576999d45c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581631557616459","authorIdStr":"3581631557616459"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a>天猫与京东在电商品质化和高端化的道路上持续探索了许多年,一直到消费下行的大趋势下狠狠碰壁,这才思考回归低价。","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a>天猫与京东在电商品质化和高端化的道路上持续探索了许多年,一直到消费下行的大趋势下狠狠碰壁,这才思考回归低价。","text":"$拼多多(PDD)$ 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继续涨,冲冲冲","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/217265821343960","isVote":1,"tweetType":1,"viewCount":2082,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":217265154564136,"gmtCreate":1694066404561,"gmtModify":1694066407523,"author":{"id":"3581631557616459","authorId":"3581631557616459","name":"或许我来自未来","avatar":"https://static.tigerbbs.com/1368207109b168a490906d576999d45c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581631557616459","authorIdStr":"3581631557616459"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YALA\">$雅乐科技(YALA)$ </a>中东地区对电竞产业的扶持政策是非常友好的,会举办国际性赛事去吸引来自全球的游戏电竞厂商以及俱乐部。","listText":"<a href=\"https://laohu8.com/S/YALA\">$雅乐科技(YALA)$ </a>中东地区对电竞产业的扶持政策是非常友好的,会举办国际性赛事去吸引来自全球的游戏电竞厂商以及俱乐部。","text":"$雅乐科技(YALA)$ 中东地区对电竞产业的扶持政策是非常友好的,会举办国际性赛事去吸引来自全球的游戏电竞厂商以及俱乐部。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/217265154564136","isVote":1,"tweetType":1,"viewCount":2450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":211613554835600,"gmtCreate":1692694309667,"gmtModify":1692694310683,"author":{"id":"3581631557616459","authorId":"3581631557616459","name":"或许我来自未来","avatar":"https://static.tigerbbs.com/1368207109b168a490906d576999d45c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581631557616459","authorIdStr":"3581631557616459"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YALA\">$雅乐科技(YALA)$ </a>对于重度slg玩家来说,实时沟通是一个需求比较大的服务,内置语音房不得不说是一条最为“直接”的路。","listText":"<a href=\"https://laohu8.com/S/YALA\">$雅乐科技(YALA)$ </a>对于重度slg玩家来说,实时沟通是一个需求比较大的服务,内置语音房不得不说是一条最为“直接”的路。","text":"$雅乐科技(YALA)$ 对于重度slg玩家来说,实时沟通是一个需求比较大的服务,内置语音房不得不说是一条最为“直接”的路。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/211613554835600","isVote":1,"tweetType":1,"viewCount":2063,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":211613133881600,"gmtCreate":1692694208324,"gmtModify":1692694209139,"author":{"id":"3581631557616459","authorId":"3581631557616459","name":"或许我来自未来","avatar":"https://static.tigerbbs.com/1368207109b168a490906d576999d45c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581631557616459","authorIdStr":"3581631557616459"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a>调整一下","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a>调整一下","text":"$小米集团-W(01810)$ 调整一下","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/211613133881600","isVote":1,"tweetType":1,"viewCount":2319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":209165196349512,"gmtCreate":1692089235160,"gmtModify":1692089237448,"author":{"id":"3581631557616459","authorId":"3581631557616459","name":"或许我来自未来","avatar":"https://static.tigerbbs.com/1368207109b168a490906d576999d45c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581631557616459","authorIdStr":"3581631557616459"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YALA\">$雅乐科技(YALA)$ </a>看到一个有趣的比喻:“本质上,《Yalla Ludo》并不是一款让用户氪金的游戏。它更像布局在商场四五楼的餐饮,目的是用来吸引食客转化成为在一二三楼买衣服的消费者。”","listText":"<a href=\"https://laohu8.com/S/YALA\">$雅乐科技(YALA)$ </a>看到一个有趣的比喻:“本质上,《Yalla Ludo》并不是一款让用户氪金的游戏。它更像布局在商场四五楼的餐饮,目的是用来吸引食客转化成为在一二三楼买衣服的消费者。”","text":"$雅乐科技(YALA)$ 看到一个有趣的比喻:“本质上,《Yalla Ludo》并不是一款让用户氪金的游戏。它更像布局在商场四五楼的餐饮,目的是用来吸引食客转化成为在一二三楼买衣服的消费者。”","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/209165196349512","isVote":1,"tweetType":1,"viewCount":2031,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":209164764283040,"gmtCreate":1692089129794,"gmtModify":1692089130646,"author":{"id":"3581631557616459","authorId":"3581631557616459","name":"或许我来自未来","avatar":"https://static.tigerbbs.com/1368207109b168a490906d576999d45c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581631557616459","authorIdStr":"3581631557616459"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$ </a>[财迷] ","listText":"<a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$ </a>[财迷] ","text":"$Sea Ltd(SE)$ [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/209164764283040","repostId":"2359584648","repostType":2,"isVote":1,"tweetType":1,"viewCount":1285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":209164295606344,"gmtCreate":1692089015252,"gmtModify":1692089016344,"author":{"id":"3581631557616459","authorId":"3581631557616459","name":"或许我来自未来","avatar":"https://static.tigerbbs.com/1368207109b168a490906d576999d45c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581631557616459","authorIdStr":"3581631557616459"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a><v-v data-views=\"1\"></v-v>发布会码住随后看","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a><v-v data-views=\"1\"></v-v>发布会码住随后看","text":"$小米集团-W(01810)$ 发布会码住随后看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/209164295606344","repostId":"2359893722","repostType":2,"isVote":1,"tweetType":1,"viewCount":1905,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":207061325799592,"gmtCreate":1691581023609,"gmtModify":1691581024965,"author":{"id":"3581631557616459","authorId":"3581631557616459","name":"或许我来自未来","avatar":"https://static.tigerbbs.com/1368207109b168a490906d576999d45c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581631557616459","authorIdStr":"3581631557616459"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YALA\">$雅乐科技(YALA)$ </a>预计未来几年,游戏将成为雅乐业务收入重要组成部分,现在正是中东游戏发展红利期。","listText":"<a href=\"https://laohu8.com/S/YALA\">$雅乐科技(YALA)$ </a>预计未来几年,游戏将成为雅乐业务收入重要组成部分,现在正是中东游戏发展红利期。","text":"$雅乐科技(YALA)$ 预计未来几年,游戏将成为雅乐业务收入重要组成部分,现在正是中东游戏发展红利期。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/207061325799592","isVote":1,"tweetType":1,"viewCount":1784,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":207060625113272,"gmtCreate":1691580848516,"gmtModify":1691580849528,"author":{"id":"3581631557616459","authorId":"3581631557616459","name":"或许我来自未来","avatar":"https://static.tigerbbs.com/1368207109b168a490906d576999d45c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581631557616459","authorIdStr":"3581631557616459"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a>码住","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a>码住","text":"$小米集团-W(01810)$ 码住","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/207060625113272","repostId":"206258536411176","repostType":1,"repost":{"id":206258536411176,"gmtCreate":1691369987671,"gmtModify":1739005703086,"author":{"id":"3502176745308642","authorId":"3502176745308642","name":"阿尔法工场","avatar":"https://static.tigerbbs.com/5c1e2784f547ee3820545b047bf31adf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502176745308642","authorIdStr":"3502176745308642"},"themes":[],"title":"学习机市场格局,由“三国”走向“战国”","htmlText":"作者 | 冯博来源 | 多知网导语:未来的教育OMO不止是售卖产品,更多的是下沉市场流量的汇集、激活与粘性。近日,在北京教育信息化产业联盟主办的2023“智能学习终端行业创新与发展”沙龙上,优学派战略负责人冯博以《从三国到战国——智能学习终端竞争态势》为主题,分析了智能学习终端当前的竞争态势。在他看来,今年以来,智能学习终端领域尤其是学习机领域竞争尤为激烈,这是由于这一市场具备高成长性、是周边硬件流量入口、具备内容订阅平台的想象力以及集合数据价值。他认为,从销售渠道来看,新入局选手的渠道同质化,基本依靠线上渠道,即抖音、天猫+京东电商和私域。显然,同质化的渠道衍生出一些问题,比如高电商退货率、私域乱价、高投放成本等。参照小米的发展路径,他认为,学习机新入局玩家的可能发展路径会先后经历工具流量时代、电商私域时代、线下布局时代及多品OMO时代(未来的教育OMO不止是售卖产品,更多的是下沉市场流量的汇集、激活与粘性,也是线上流量的本地化服务)。因此,他认为,传统学习机厂商要想应对激烈的市场竞争,就必须专注线下市场、专注下沉市场、加强渠道护城河。他预测,教育硬件市场的未来竞争态势会呈现“两超多强、四个梯队”。投入大、品牌力强的厂商出现成为赛道新领军品牌。护城河较深的传统玩家维持线下,成为第二梯队。部分新入者保持战略韧性,继续参与,作为第三梯队。强投入后项目未达预期的厂商会退出学习机领域。以下为冯博的观点分享:随着各品牌入局,2023年可以算是智能学习终端的新元年。其实智能学习终端过去是非常小的细分领域,过去的头部主要是优学派步步高读书郎这三家传统学习机选手,随后,互联网教育选手、信息化选手进入,从三国时代到战国时代,大家都在群雄逐鹿。大市场下的高竞争智能学习终端领域尤其是学习机之所以成为“鹿”,是因为具备以下几个特性:其一,就市场规模来看,具备高成长性。2021","listText":"作者 | 冯博来源 | 多知网导语:未来的教育OMO不止是售卖产品,更多的是下沉市场流量的汇集、激活与粘性。近日,在北京教育信息化产业联盟主办的2023“智能学习终端行业创新与发展”沙龙上,优学派战略负责人冯博以《从三国到战国——智能学习终端竞争态势》为主题,分析了智能学习终端当前的竞争态势。在他看来,今年以来,智能学习终端领域尤其是学习机领域竞争尤为激烈,这是由于这一市场具备高成长性、是周边硬件流量入口、具备内容订阅平台的想象力以及集合数据价值。他认为,从销售渠道来看,新入局选手的渠道同质化,基本依靠线上渠道,即抖音、天猫+京东电商和私域。显然,同质化的渠道衍生出一些问题,比如高电商退货率、私域乱价、高投放成本等。参照小米的发展路径,他认为,学习机新入局玩家的可能发展路径会先后经历工具流量时代、电商私域时代、线下布局时代及多品OMO时代(未来的教育OMO不止是售卖产品,更多的是下沉市场流量的汇集、激活与粘性,也是线上流量的本地化服务)。因此,他认为,传统学习机厂商要想应对激烈的市场竞争,就必须专注线下市场、专注下沉市场、加强渠道护城河。他预测,教育硬件市场的未来竞争态势会呈现“两超多强、四个梯队”。投入大、品牌力强的厂商出现成为赛道新领军品牌。护城河较深的传统玩家维持线下,成为第二梯队。部分新入者保持战略韧性,继续参与,作为第三梯队。强投入后项目未达预期的厂商会退出学习机领域。以下为冯博的观点分享:随着各品牌入局,2023年可以算是智能学习终端的新元年。其实智能学习终端过去是非常小的细分领域,过去的头部主要是优学派步步高读书郎这三家传统学习机选手,随后,互联网教育选手、信息化选手进入,从三国时代到战国时代,大家都在群雄逐鹿。大市场下的高竞争智能学习终端领域尤其是学习机之所以成为“鹿”,是因为具备以下几个特性:其一,就市场规模来看,具备高成长性。2021","text":"作者 | 冯博来源 | 多知网导语:未来的教育OMO不止是售卖产品,更多的是下沉市场流量的汇集、激活与粘性。近日,在北京教育信息化产业联盟主办的2023“智能学习终端行业创新与发展”沙龙上,优学派战略负责人冯博以《从三国到战国——智能学习终端竞争态势》为主题,分析了智能学习终端当前的竞争态势。在他看来,今年以来,智能学习终端领域尤其是学习机领域竞争尤为激烈,这是由于这一市场具备高成长性、是周边硬件流量入口、具备内容订阅平台的想象力以及集合数据价值。他认为,从销售渠道来看,新入局选手的渠道同质化,基本依靠线上渠道,即抖音、天猫+京东电商和私域。显然,同质化的渠道衍生出一些问题,比如高电商退货率、私域乱价、高投放成本等。参照小米的发展路径,他认为,学习机新入局玩家的可能发展路径会先后经历工具流量时代、电商私域时代、线下布局时代及多品OMO时代(未来的教育OMO不止是售卖产品,更多的是下沉市场流量的汇集、激活与粘性,也是线上流量的本地化服务)。因此,他认为,传统学习机厂商要想应对激烈的市场竞争,就必须专注线下市场、专注下沉市场、加强渠道护城河。他预测,教育硬件市场的未来竞争态势会呈现“两超多强、四个梯队”。投入大、品牌力强的厂商出现成为赛道新领军品牌。护城河较深的传统玩家维持线下,成为第二梯队。部分新入者保持战略韧性,继续参与,作为第三梯队。强投入后项目未达预期的厂商会退出学习机领域。以下为冯博的观点分享:随着各品牌入局,2023年可以算是智能学习终端的新元年。其实智能学习终端过去是非常小的细分领域,过去的头部主要是优学派步步高读书郎这三家传统学习机选手,随后,互联网教育选手、信息化选手进入,从三国时代到战国时代,大家都在群雄逐鹿。大市场下的高竞争智能学习终端领域尤其是学习机之所以成为“鹿”,是因为具备以下几个特性:其一,就市场规模来看,具备高成长性。2021","images":[{"img":"https://static.tigerbbs.com/db7610a3caa1407fa446735492d0b2dd"},{"img":"https://static.tigerbbs.com/ffc027338fe84bbca93f1dffffe0a1e8"},{"img":"https://static.tigerbbs.com/1aff469dbea2448da4425fa80d752b7c"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/206258536411176","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2396,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":205006650831016,"gmtCreate":1691059803113,"gmtModify":1691059804222,"author":{"id":"3581631557616459","authorId":"3581631557616459","name":"或许我来自未来","avatar":"https://static.tigerbbs.com/1368207109b168a490906d576999d45c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581631557616459","authorIdStr":"3581631557616459"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YALA\">$雅乐科技(YALA)$ </a>很多人对中东市场跃跃欲试,但实际上真正能打进当地市场的没有几个。","listText":"<a href=\"https://laohu8.com/S/YALA\">$雅乐科技(YALA)$ </a>很多人对中东市场跃跃欲试,但实际上真正能打进当地市场的没有几个。","text":"$雅乐科技(YALA)$ 很多人对中东市场跃跃欲试,但实际上真正能打进当地市场的没有几个。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/205006650831016","isVote":1,"tweetType":1,"viewCount":1727,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":205005918097464,"gmtCreate":1691059749296,"gmtModify":1691059750283,"author":{"id":"3581631557616459","authorId":"3581631557616459","name":"或许我来自未来","avatar":"https://static.tigerbbs.com/1368207109b168a490906d576999d45c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581631557616459","authorIdStr":"3581631557616459"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a>等待验证","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a>等待验证","text":"$小米集团-W(01810)$ 等待验证","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/205005918097464","repostId":"203856123777032","repostType":1,"repost":{"id":203856123777032,"gmtCreate":1690807818949,"gmtModify":1690808353937,"author":{"id":"3575872801573742","authorId":"3575872801573742","name":"窝轮女神Fifi","avatar":"https://static.tigerbbs.com/edd5cec26aa0c03c7e4a623ee5f49f8c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575872801573742","authorIdStr":"3575872801573742"},"themes":[],"title":"【个股分析】小米集团2Q业绩前瞻及近期股价走势分析","htmlText":"前言: 2Q23 业绩前瞻:预计 <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 2Q23 总收入将同比下滑12%至614 亿元;预计2Q23 公司Non-IFRs 净利润有望同比增长16%至24 亿元,其中智能电动汽车等创新业务费用将环比提升至20 亿元左右。 那么,最近升势如潮的小米后续走势将如何呢?我们一起运用基本面、技术面来分析一下。 正文: 首先,根据上述业绩前瞻,我们看到小米集团在2Q23的总收入将同比下滑12%至614亿元。这种预期的下滑反映了市场竞争的加剧,产品生命周期的变化,或可能的供应链问题。 另一方面,公司的非IFRS净利润将同比增长16%至24亿元。这反映了公司在控制成本、提高效率或拓展更为利润丰厚的业务领域(如智能电动汽车等创新业务)上的努力。 但是,这里的非IFRS净利润可能不包括某些会计项,如重组成本、减值损失和其他一次性费用,因此这个数字可能提供了更好地反映公司经营绩效的视角。 此外,智能电动汽车等创新业务的费用将环比提升至20亿元。这表明公司正在大力投资其创新业务,这会对短期的利润产生影响。 但长期来看,这些投资可能有助于公司在新的市场领域取得竞争优势,进而带来更大的增长潜力。 接着,我们来看一下公司基本面情况。 (一)机构目标价14.4 上涨空间17.26% (二)目前估值处于75%历史高位 (三)Q1营收大幅减少 但净利润同比翻接近9倍 (四)Q1每股收益猛增9.5倍 (五)资产负债率减少趋势 企业暂无潜在风险 (六)Q1 经营净额大增 正如我之前分析小米集团的文章所说,小米的发展前景取决于多个因素,包括市场环境、公司战略和执行能力等。 主要包括以下六大方面: 1,市场需求 全球消费电子市场是一个竞争激烈且不断变化的行业。小米集团的发展前景将取决于对其产品和服务的需求,特","listText":"前言: 2Q23 业绩前瞻:预计 <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 2Q23 总收入将同比下滑12%至614 亿元;预计2Q23 公司Non-IFRs 净利润有望同比增长16%至24 亿元,其中智能电动汽车等创新业务费用将环比提升至20 亿元左右。 那么,最近升势如潮的小米后续走势将如何呢?我们一起运用基本面、技术面来分析一下。 正文: 首先,根据上述业绩前瞻,我们看到小米集团在2Q23的总收入将同比下滑12%至614亿元。这种预期的下滑反映了市场竞争的加剧,产品生命周期的变化,或可能的供应链问题。 另一方面,公司的非IFRS净利润将同比增长16%至24亿元。这反映了公司在控制成本、提高效率或拓展更为利润丰厚的业务领域(如智能电动汽车等创新业务)上的努力。 但是,这里的非IFRS净利润可能不包括某些会计项,如重组成本、减值损失和其他一次性费用,因此这个数字可能提供了更好地反映公司经营绩效的视角。 此外,智能电动汽车等创新业务的费用将环比提升至20亿元。这表明公司正在大力投资其创新业务,这会对短期的利润产生影响。 但长期来看,这些投资可能有助于公司在新的市场领域取得竞争优势,进而带来更大的增长潜力。 接着,我们来看一下公司基本面情况。 (一)机构目标价14.4 上涨空间17.26% (二)目前估值处于75%历史高位 (三)Q1营收大幅减少 但净利润同比翻接近9倍 (四)Q1每股收益猛增9.5倍 (五)资产负债率减少趋势 企业暂无潜在风险 (六)Q1 经营净额大增 正如我之前分析小米集团的文章所说,小米的发展前景取决于多个因素,包括市场环境、公司战略和执行能力等。 主要包括以下六大方面: 1,市场需求 全球消费电子市场是一个竞争激烈且不断变化的行业。小米集团的发展前景将取决于对其产品和服务的需求,特","text":"前言: 2Q23 业绩前瞻:预计 $小米集团-W(01810)$ 2Q23 总收入将同比下滑12%至614 亿元;预计2Q23 公司Non-IFRs 净利润有望同比增长16%至24 亿元,其中智能电动汽车等创新业务费用将环比提升至20 亿元左右。 那么,最近升势如潮的小米后续走势将如何呢?我们一起运用基本面、技术面来分析一下。 正文: 首先,根据上述业绩前瞻,我们看到小米集团在2Q23的总收入将同比下滑12%至614亿元。这种预期的下滑反映了市场竞争的加剧,产品生命周期的变化,或可能的供应链问题。 另一方面,公司的非IFRS净利润将同比增长16%至24亿元。这反映了公司在控制成本、提高效率或拓展更为利润丰厚的业务领域(如智能电动汽车等创新业务)上的努力。 但是,这里的非IFRS净利润可能不包括某些会计项,如重组成本、减值损失和其他一次性费用,因此这个数字可能提供了更好地反映公司经营绩效的视角。 此外,智能电动汽车等创新业务的费用将环比提升至20亿元。这表明公司正在大力投资其创新业务,这会对短期的利润产生影响。 但长期来看,这些投资可能有助于公司在新的市场领域取得竞争优势,进而带来更大的增长潜力。 接着,我们来看一下公司基本面情况。 (一)机构目标价14.4 上涨空间17.26% (二)目前估值处于75%历史高位 (三)Q1营收大幅减少 但净利润同比翻接近9倍 (四)Q1每股收益猛增9.5倍 (五)资产负债率减少趋势 企业暂无潜在风险 (六)Q1 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[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/209164764283040","repostId":"2359584648","repostType":2,"isVote":1,"tweetType":1,"viewCount":1285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":209164295606344,"gmtCreate":1692089015252,"gmtModify":1692089016344,"author":{"id":"3581631557616459","authorId":"3581631557616459","name":"或许我来自未来","avatar":"https://static.tigerbbs.com/1368207109b168a490906d576999d45c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581631557616459","authorIdStr":"3581631557616459"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a><v-v data-views=\"1\"></v-v>发布会码住随后看","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a><v-v data-views=\"1\"></v-v>发布会码住随后看","text":"$小米集团-W(01810)$ 发布会码住随后看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/209164295606344","repostId":"2359893722","repostType":2,"isVote":1,"tweetType":1,"viewCount":1905,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":207061325799592,"gmtCreate":1691581023609,"gmtModify":1691581024965,"author":{"id":"3581631557616459","authorId":"3581631557616459","name":"或许我来自未来","avatar":"https://static.tigerbbs.com/1368207109b168a490906d576999d45c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581631557616459","authorIdStr":"3581631557616459"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YALA\">$雅乐科技(YALA)$ </a>预计未来几年,游戏将成为雅乐业务收入重要组成部分,现在正是中东游戏发展红利期。","listText":"<a href=\"https://laohu8.com/S/YALA\">$雅乐科技(YALA)$ </a>预计未来几年,游戏将成为雅乐业务收入重要组成部分,现在正是中东游戏发展红利期。","text":"$雅乐科技(YALA)$ 预计未来几年,游戏将成为雅乐业务收入重要组成部分,现在正是中东游戏发展红利期。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/207061325799592","isVote":1,"tweetType":1,"viewCount":1784,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":207060625113272,"gmtCreate":1691580848516,"gmtModify":1691580849528,"author":{"id":"3581631557616459","authorId":"3581631557616459","name":"或许我来自未来","avatar":"https://static.tigerbbs.com/1368207109b168a490906d576999d45c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581631557616459","authorIdStr":"3581631557616459"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a>码住","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a>码住","text":"$小米集团-W(01810)$ 码住","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/207060625113272","repostId":"206258536411176","repostType":1,"repost":{"id":206258536411176,"gmtCreate":1691369987671,"gmtModify":1739005703086,"author":{"id":"3502176745308642","authorId":"3502176745308642","name":"阿尔法工场","avatar":"https://static.tigerbbs.com/5c1e2784f547ee3820545b047bf31adf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502176745308642","authorIdStr":"3502176745308642"},"themes":[],"title":"学习机市场格局,由“三国”走向“战国”","htmlText":"作者 | 冯博来源 | 多知网导语:未来的教育OMO不止是售卖产品,更多的是下沉市场流量的汇集、激活与粘性。近日,在北京教育信息化产业联盟主办的2023“智能学习终端行业创新与发展”沙龙上,优学派战略负责人冯博以《从三国到战国——智能学习终端竞争态势》为主题,分析了智能学习终端当前的竞争态势。在他看来,今年以来,智能学习终端领域尤其是学习机领域竞争尤为激烈,这是由于这一市场具备高成长性、是周边硬件流量入口、具备内容订阅平台的想象力以及集合数据价值。他认为,从销售渠道来看,新入局选手的渠道同质化,基本依靠线上渠道,即抖音、天猫+京东电商和私域。显然,同质化的渠道衍生出一些问题,比如高电商退货率、私域乱价、高投放成本等。参照小米的发展路径,他认为,学习机新入局玩家的可能发展路径会先后经历工具流量时代、电商私域时代、线下布局时代及多品OMO时代(未来的教育OMO不止是售卖产品,更多的是下沉市场流量的汇集、激活与粘性,也是线上流量的本地化服务)。因此,他认为,传统学习机厂商要想应对激烈的市场竞争,就必须专注线下市场、专注下沉市场、加强渠道护城河。他预测,教育硬件市场的未来竞争态势会呈现“两超多强、四个梯队”。投入大、品牌力强的厂商出现成为赛道新领军品牌。护城河较深的传统玩家维持线下,成为第二梯队。部分新入者保持战略韧性,继续参与,作为第三梯队。强投入后项目未达预期的厂商会退出学习机领域。以下为冯博的观点分享:随着各品牌入局,2023年可以算是智能学习终端的新元年。其实智能学习终端过去是非常小的细分领域,过去的头部主要是优学派步步高读书郎这三家传统学习机选手,随后,互联网教育选手、信息化选手进入,从三国时代到战国时代,大家都在群雄逐鹿。大市场下的高竞争智能学习终端领域尤其是学习机之所以成为“鹿”,是因为具备以下几个特性:其一,就市场规模来看,具备高成长性。2021","listText":"作者 | 冯博来源 | 多知网导语:未来的教育OMO不止是售卖产品,更多的是下沉市场流量的汇集、激活与粘性。近日,在北京教育信息化产业联盟主办的2023“智能学习终端行业创新与发展”沙龙上,优学派战略负责人冯博以《从三国到战国——智能学习终端竞争态势》为主题,分析了智能学习终端当前的竞争态势。在他看来,今年以来,智能学习终端领域尤其是学习机领域竞争尤为激烈,这是由于这一市场具备高成长性、是周边硬件流量入口、具备内容订阅平台的想象力以及集合数据价值。他认为,从销售渠道来看,新入局选手的渠道同质化,基本依靠线上渠道,即抖音、天猫+京东电商和私域。显然,同质化的渠道衍生出一些问题,比如高电商退货率、私域乱价、高投放成本等。参照小米的发展路径,他认为,学习机新入局玩家的可能发展路径会先后经历工具流量时代、电商私域时代、线下布局时代及多品OMO时代(未来的教育OMO不止是售卖产品,更多的是下沉市场流量的汇集、激活与粘性,也是线上流量的本地化服务)。因此,他认为,传统学习机厂商要想应对激烈的市场竞争,就必须专注线下市场、专注下沉市场、加强渠道护城河。他预测,教育硬件市场的未来竞争态势会呈现“两超多强、四个梯队”。投入大、品牌力强的厂商出现成为赛道新领军品牌。护城河较深的传统玩家维持线下,成为第二梯队。部分新入者保持战略韧性,继续参与,作为第三梯队。强投入后项目未达预期的厂商会退出学习机领域。以下为冯博的观点分享:随着各品牌入局,2023年可以算是智能学习终端的新元年。其实智能学习终端过去是非常小的细分领域,过去的头部主要是优学派步步高读书郎这三家传统学习机选手,随后,互联网教育选手、信息化选手进入,从三国时代到战国时代,大家都在群雄逐鹿。大市场下的高竞争智能学习终端领域尤其是学习机之所以成为“鹿”,是因为具备以下几个特性:其一,就市场规模来看,具备高成长性。2021","text":"作者 | 冯博来源 | 多知网导语:未来的教育OMO不止是售卖产品,更多的是下沉市场流量的汇集、激活与粘性。近日,在北京教育信息化产业联盟主办的2023“智能学习终端行业创新与发展”沙龙上,优学派战略负责人冯博以《从三国到战国——智能学习终端竞争态势》为主题,分析了智能学习终端当前的竞争态势。在他看来,今年以来,智能学习终端领域尤其是学习机领域竞争尤为激烈,这是由于这一市场具备高成长性、是周边硬件流量入口、具备内容订阅平台的想象力以及集合数据价值。他认为,从销售渠道来看,新入局选手的渠道同质化,基本依靠线上渠道,即抖音、天猫+京东电商和私域。显然,同质化的渠道衍生出一些问题,比如高电商退货率、私域乱价、高投放成本等。参照小米的发展路径,他认为,学习机新入局玩家的可能发展路径会先后经历工具流量时代、电商私域时代、线下布局时代及多品OMO时代(未来的教育OMO不止是售卖产品,更多的是下沉市场流量的汇集、激活与粘性,也是线上流量的本地化服务)。因此,他认为,传统学习机厂商要想应对激烈的市场竞争,就必须专注线下市场、专注下沉市场、加强渠道护城河。他预测,教育硬件市场的未来竞争态势会呈现“两超多强、四个梯队”。投入大、品牌力强的厂商出现成为赛道新领军品牌。护城河较深的传统玩家维持线下,成为第二梯队。部分新入者保持战略韧性,继续参与,作为第三梯队。强投入后项目未达预期的厂商会退出学习机领域。以下为冯博的观点分享:随着各品牌入局,2023年可以算是智能学习终端的新元年。其实智能学习终端过去是非常小的细分领域,过去的头部主要是优学派步步高读书郎这三家传统学习机选手,随后,互联网教育选手、信息化选手进入,从三国时代到战国时代,大家都在群雄逐鹿。大市场下的高竞争智能学习终端领域尤其是学习机之所以成为“鹿”,是因为具备以下几个特性:其一,就市场规模来看,具备高成长性。2021","images":[{"img":"https://static.tigerbbs.com/db7610a3caa1407fa446735492d0b2dd"},{"img":"https://static.tigerbbs.com/ffc027338fe84bbca93f1dffffe0a1e8"},{"img":"https://static.tigerbbs.com/1aff469dbea2448da4425fa80d752b7c"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/206258536411176","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2396,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":205006650831016,"gmtCreate":1691059803113,"gmtModify":1691059804222,"author":{"id":"3581631557616459","authorId":"3581631557616459","name":"或许我来自未来","avatar":"https://static.tigerbbs.com/1368207109b168a490906d576999d45c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581631557616459","authorIdStr":"3581631557616459"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YALA\">$雅乐科技(YALA)$ </a>很多人对中东市场跃跃欲试,但实际上真正能打进当地市场的没有几个。","listText":"<a href=\"https://laohu8.com/S/YALA\">$雅乐科技(YALA)$ </a>很多人对中东市场跃跃欲试,但实际上真正能打进当地市场的没有几个。","text":"$雅乐科技(YALA)$ 很多人对中东市场跃跃欲试,但实际上真正能打进当地市场的没有几个。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/205006650831016","isVote":1,"tweetType":1,"viewCount":1727,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":205005918097464,"gmtCreate":1691059749296,"gmtModify":1691059750283,"author":{"id":"3581631557616459","authorId":"3581631557616459","name":"或许我来自未来","avatar":"https://static.tigerbbs.com/1368207109b168a490906d576999d45c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581631557616459","authorIdStr":"3581631557616459"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a>等待验证","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a>等待验证","text":"$小米集团-W(01810)$ 等待验证","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/205005918097464","repostId":"203856123777032","repostType":1,"repost":{"id":203856123777032,"gmtCreate":1690807818949,"gmtModify":1690808353937,"author":{"id":"3575872801573742","authorId":"3575872801573742","name":"窝轮女神Fifi","avatar":"https://static.tigerbbs.com/edd5cec26aa0c03c7e4a623ee5f49f8c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575872801573742","authorIdStr":"3575872801573742"},"themes":[],"title":"【个股分析】小米集团2Q业绩前瞻及近期股价走势分析","htmlText":"前言: 2Q23 业绩前瞻:预计 <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 2Q23 总收入将同比下滑12%至614 亿元;预计2Q23 公司Non-IFRs 净利润有望同比增长16%至24 亿元,其中智能电动汽车等创新业务费用将环比提升至20 亿元左右。 那么,最近升势如潮的小米后续走势将如何呢?我们一起运用基本面、技术面来分析一下。 正文: 首先,根据上述业绩前瞻,我们看到小米集团在2Q23的总收入将同比下滑12%至614亿元。这种预期的下滑反映了市场竞争的加剧,产品生命周期的变化,或可能的供应链问题。 另一方面,公司的非IFRS净利润将同比增长16%至24亿元。这反映了公司在控制成本、提高效率或拓展更为利润丰厚的业务领域(如智能电动汽车等创新业务)上的努力。 但是,这里的非IFRS净利润可能不包括某些会计项,如重组成本、减值损失和其他一次性费用,因此这个数字可能提供了更好地反映公司经营绩效的视角。 此外,智能电动汽车等创新业务的费用将环比提升至20亿元。这表明公司正在大力投资其创新业务,这会对短期的利润产生影响。 但长期来看,这些投资可能有助于公司在新的市场领域取得竞争优势,进而带来更大的增长潜力。 接着,我们来看一下公司基本面情况。 (一)机构目标价14.4 上涨空间17.26% (二)目前估值处于75%历史高位 (三)Q1营收大幅减少 但净利润同比翻接近9倍 (四)Q1每股收益猛增9.5倍 (五)资产负债率减少趋势 企业暂无潜在风险 (六)Q1 经营净额大增 正如我之前分析小米集团的文章所说,小米的发展前景取决于多个因素,包括市场环境、公司战略和执行能力等。 主要包括以下六大方面: 1,市场需求 全球消费电子市场是一个竞争激烈且不断变化的行业。小米集团的发展前景将取决于对其产品和服务的需求,特","listText":"前言: 2Q23 业绩前瞻:预计 <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 2Q23 总收入将同比下滑12%至614 亿元;预计2Q23 公司Non-IFRs 净利润有望同比增长16%至24 亿元,其中智能电动汽车等创新业务费用将环比提升至20 亿元左右。 那么,最近升势如潮的小米后续走势将如何呢?我们一起运用基本面、技术面来分析一下。 正文: 首先,根据上述业绩前瞻,我们看到小米集团在2Q23的总收入将同比下滑12%至614亿元。这种预期的下滑反映了市场竞争的加剧,产品生命周期的变化,或可能的供应链问题。 另一方面,公司的非IFRS净利润将同比增长16%至24亿元。这反映了公司在控制成本、提高效率或拓展更为利润丰厚的业务领域(如智能电动汽车等创新业务)上的努力。 但是,这里的非IFRS净利润可能不包括某些会计项,如重组成本、减值损失和其他一次性费用,因此这个数字可能提供了更好地反映公司经营绩效的视角。 此外,智能电动汽车等创新业务的费用将环比提升至20亿元。这表明公司正在大力投资其创新业务,这会对短期的利润产生影响。 但长期来看,这些投资可能有助于公司在新的市场领域取得竞争优势,进而带来更大的增长潜力。 接着,我们来看一下公司基本面情况。 (一)机构目标价14.4 上涨空间17.26% (二)目前估值处于75%历史高位 (三)Q1营收大幅减少 但净利润同比翻接近9倍 (四)Q1每股收益猛增9.5倍 (五)资产负债率减少趋势 企业暂无潜在风险 (六)Q1 经营净额大增 正如我之前分析小米集团的文章所说,小米的发展前景取决于多个因素,包括市场环境、公司战略和执行能力等。 主要包括以下六大方面: 1,市场需求 全球消费电子市场是一个竞争激烈且不断变化的行业。小米集团的发展前景将取决于对其产品和服务的需求,特","text":"前言: 2Q23 业绩前瞻:预计 $小米集团-W(01810)$ 2Q23 总收入将同比下滑12%至614 亿元;预计2Q23 公司Non-IFRs 净利润有望同比增长16%至24 亿元,其中智能电动汽车等创新业务费用将环比提升至20 亿元左右。 那么,最近升势如潮的小米后续走势将如何呢?我们一起运用基本面、技术面来分析一下。 正文: 首先,根据上述业绩前瞻,我们看到小米集团在2Q23的总收入将同比下滑12%至614亿元。这种预期的下滑反映了市场竞争的加剧,产品生命周期的变化,或可能的供应链问题。 另一方面,公司的非IFRS净利润将同比增长16%至24亿元。这反映了公司在控制成本、提高效率或拓展更为利润丰厚的业务领域(如智能电动汽车等创新业务)上的努力。 但是,这里的非IFRS净利润可能不包括某些会计项,如重组成本、减值损失和其他一次性费用,因此这个数字可能提供了更好地反映公司经营绩效的视角。 此外,智能电动汽车等创新业务的费用将环比提升至20亿元。这表明公司正在大力投资其创新业务,这会对短期的利润产生影响。 但长期来看,这些投资可能有助于公司在新的市场领域取得竞争优势,进而带来更大的增长潜力。 接着,我们来看一下公司基本面情况。 (一)机构目标价14.4 上涨空间17.26% (二)目前估值处于75%历史高位 (三)Q1营收大幅减少 但净利润同比翻接近9倍 (四)Q1每股收益猛增9.5倍 (五)资产负债率减少趋势 企业暂无潜在风险 (六)Q1 经营净额大增 正如我之前分析小米集团的文章所说,小米的发展前景取决于多个因素,包括市场环境、公司战略和执行能力等。 主要包括以下六大方面: 1,市场需求 全球消费电子市场是一个竞争激烈且不断变化的行业。小米集团的发展前景将取决于对其产品和服务的需求,特","images":[{"img":"https://static.tigerbbs.com/6ea8bfae4b02c16231c490ed7d545318","width":"1125","height":"1149"},{"img":"https://static.tigerbbs.com/792732f431d5e0b6dc4c04fb03e5a807","width":"1125","height":"1165"},{"img":"https://static.tigerbbs.com/ecaeff89e36ce0fa1eb72fc99d7bafa2","width":"1125","height":"1080"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/203856123777032","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1899,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}