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老虎老鼠 ao

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老虎老鼠 ao

09-30

$小米集团-W(01810)$小米连续五年在研发上的高压强投入，从2020年的93亿元增长至2024年的241亿元，这种持续投入让小米在底层核心技术上实现质变

老虎老鼠 ao

09-26

$小米集团-W(01810)$对标行业第一，这本来就是一种积极的进步方式，大大方方的真诚分享，先学习后超越，也是可以推动整个行业进步的

老虎老鼠 ao

05-13

$小米集团-W(01810)$没想到吧，黑子们饱和式攻击压根没起作用，小米手机照样夺回中国第一，平板挺进全球前三，汽车仅靠一款SU7成为4月中国汽车市场10万以上价位段销量冠军

老虎老鼠 ao

03-28

$小米集团-W(01810)$不对比不知道，一对比还真是感慨，保时捷、BBA这些国外的豪华品牌销量持续下滑，又裁员，而小米却在保持高速增长，未来豪车市场也是咱国产车的天下了吧

老虎老鼠 ao

03-25

$小米集团-W(01810)$武大樱花季，雷军送孩子们15 Ultra ，记录美好，记录生活。雷总是不是也想念自己的大学生活了

老虎老鼠 ao

03-21

$小米集团-W(01810)$小米迎来国际化，推动IoT品类产品进入海外市场，并计划在未来五年内新增1万家小米之家国际门店

老虎老鼠 ao

2023-04-04

在这时间节点也就是为13U预热了

抱歉，原内容已删除

老虎老鼠 ao

2023-03-14

摩根好像也提到了智能手机需求有复苏趋势了

《大行报告》摩通上调小米-W(01810.HK)目标价至12元评级“中性”

老虎老鼠 ao

2023-02-21

消费电子2023年确实值得期待一下

【券商聚焦】中信证券指消费电子行业底部明确看好拐点向上建议关注小米集团(01810)等

老虎老鼠 ao

2023-02-17

没记错的话，Q3空调卖的很好

荣誉多多！小米空调&米家空调系列荣获科技进步奖

去老虎APP查看更多动态

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‌"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":415727550304672,"gmtCreate":1742525014553,"gmtModify":1742525016196,"author":{"id":"4138251144523440","authorId":"4138251144523440","name":"老虎老鼠 ao","avatar":"https://static.tigerbbs.com/f2cc5c9e13797a805d43e1cf93a496e1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4138251144523440","authorIdStr":"4138251144523440"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>小米迎来国际化，推动IoT品类产品进入海外市场，并计划在未来五年内新增1万家小米之家国际门店","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>小米迎来国际化，推动IoT品类产品进入海外市场，并计划在未来五年内新增1万家小米之家国际门店","text":"$小米集团-W(01810)$小米迎来国际化，推动IoT品类产品进入海外市场，并计划在未来五年内新增1万家小米之家国际门店","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/415727550304672","isVote":1,"tweetType":1,"viewCount":1371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":653371274,"gmtCreate":1680597656999,"gmtModify":1680597737977,"author":{"id":"4138251144523440","authorId":"4138251144523440","name":"老虎老鼠 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评级“中性”","url":"https://stock-news.laohu8.com/highlight/detail?id=2319702067","media":"阿斯达克财经","summary":"摩通发表报告指，对小米-W(01810.HK) 保持“中性”评级，因为认为内地重新开放可能不足以成为该股的催化剂，尤其是目前国际智能手机市场的竞争愈来愈激烈，电动车相关的投资可能会在未来两至三年内影响经营溢利。该行认为，由于中国电动车领域的竞争加剧和市场需求疲软，小米在电动车方面的努力前景不太明朗。在短期内，由于智能手机库存清理和激烈的竞争，去年第四季和今年首季的业绩可能会受压。将2022和2023财年的盈利预测分别下调7%和19%，目标价由11.5元升至12元。(ha/da)(港股报价延迟最少十五分钟。沽空资料截至 2023-03-14 12:25。)AASTOCKS新闻","content":"<html><body><div> <span> <p>摩通发表报告指，对小米-W(01810.HK)<span> </span>保持“中性”评级，因为认为内地重新开放可能不足以成为该股的催化剂，尤其是目前国际智能手机市场的竞争愈来愈激烈，电动车相关的投资可能会在未来两至三年内影响经营溢利。<br/><span></span><br/>该行认为，由于中国电动车领域的竞争加剧和市场需求疲软，小米在电动车方面的努力前景不太明朗。在短期内，由于智能手机库存清理和激烈的竞争，去年第四季和今年首季的业绩可能会受压。将2022和2023财年的盈利预测分别下调7%和19%，目标价由11.5元升至12元。(ha/da)(港股报价延迟最少十五分钟。沽空资料截至 2023-03-14 12:25。)<br/><br/></p><div></div>AASTOCKS新闻 </span> </div></body></html>","source":"aastocks_highlight","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\" 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href=http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1251475/latest-news/HK6><strong>阿斯达克财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摩通发表报告指，对小米-W(01810.HK) 保持“中性”评级，因为认为内地重新开放可能不足以成为该股的催化剂，尤其是目前国际智能手机市场的竞争愈来愈激烈，电动车相关的投资可能会在未来两至三年内影响经营溢利。该行认为，由于中国电动车领域的竞争加剧和市场需求疲软，小米在电动车方面的努力前景不太明朗。在短期内，由于智能手机库存清理和激烈的竞争，去年第四季和今年首季的业绩可能会受压。将2022和...</p>\n\n<a href=\"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1251475/latest-news/HK6\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"http://plib.aastocks.com/aafnnews/image/medialib/20220117173856231_s.jpg","relate_stocks":{"01810":"小米集团-W"},"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1251475/latest-news/HK6","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2319702067","content_text":"摩通发表报告指，对小米-W(01810.HK) 保持“中性”评级，因为认为内地重新开放可能不足以成为该股的催化剂，尤其是目前国际智能手机市场的竞争愈来愈激烈，电动车相关的投资可能会在未来两至三年内影响经营溢利。该行认为，由于中国电动车领域的竞争加剧和市场需求疲软，小米在电动车方面的努力前景不太明朗。在短期内，由于智能手机库存清理和激烈的竞争，去年第四季和今年首季的业绩可能会受压。将2022和2023财年的盈利预测分别下调7%和19%，目标价由11.5元升至12元。(ha/da)(港股报价延迟最少十五分钟。沽空资料截至 2023-03-14 12:25。)AASTOCKS新闻","news_type":1,"symbols_score_info":{"01810":1}},"isVote":1,"tweetType":1,"viewCount":3477,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":624040863,"gmtCreate":1676966543252,"gmtModify":1676966595520,"author":{"id":"4138251144523440","authorId":"4138251144523440","name":"老虎老鼠 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建议关注小米集团(01810)等","url":"https://stock-news.laohu8.com/highlight/detail?id=2313577186","media":"凤凰网港股","summary":"中信证券发研报指，该行于春节后调研走访了部分江浙沪及广深地区的电子公司，当前上中下游公司对整体行业回暖的预期正在增强，虽部分公司今年一季度业绩仍面临压力，但对未来信心恢复，产业链公司普遍看好二季度后消费电子市场的需求复苏。该行认为当前行业景气底部确立，后面看好供需共振下的产业链公司业绩逐步改善。建议关注上游如晶晨股份、北京君正等；中下游如传音控股、小米集团、舜宇光学科技、比亚迪电子等。","content":"<html><body><p><a href=\"https://laohu8.com/S/600030\">中信证券</a>发研报指，该行于春节后调研走访了部分江浙沪及广深地区的电子公司，当前上中下游公司对整体行业回暖的预期正在增强，虽部分公司今年一季度业绩仍面临压力，但对未来信心恢复，产业链公司普遍看好二季度后消费电子市场的需求复苏。供给端，目前上游芯片公司的库存持续去化，终端手机品牌厂的库存结构也有明显改善(中高端占比提升，新机占比提升)，预计第二季度末前后能回到正常水位；需求端，春节以来的消费复苏激活了消费者的消费意愿，后续预期有望随信心向好，并延伸至消费电子领域。该行认为当前行业景气底部确立，后面看好供需共振下的产业链公司业绩逐步改善。</p><p>该行认为，消费电子目前景气底部明确，需求端看好2023-24年“L”型回暖，供给端库存正逐步去化，且部分公司去年第四季度计提减值释放风险，供需两侧有望共振推动行业拐点向上，看好复苏预期下的行业性投资机会，建议布局整条产业链。建议关注上游如<a href=\"https://laohu8.com/S/688099\">晶晨股份</a>、<a href=\"https://laohu8.com/S/300223\">北京君正</a>等；中下游如<a href=\"https://laohu8.com/S/688036\">传音控股</a>、小米集团(01810)、<a href=\"https://laohu8.com/S/02382\">舜宇光学科技</a>(02382)、<a href=\"https://laohu8.com/S/00285\">比亚迪电子</a>(00285)等。</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>【券商聚焦】中信证券指消费电子行业底部明确看好拐点向上 建议关注小米集团(01810)等</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{ 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#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【券商聚焦】中信证券指消费电子行业底部明确看好拐点向上 建议关注小米集团(01810)等\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1002821290\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/b6fb647077f1ce46dc341fc35c26e817);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">凤凰网港股 </p>\n<p class=\"h-time\">2023-02-21 14:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p><a href=\"https://laohu8.com/S/600030\">中信证券</a>发研报指，该行于春节后调研走访了部分江浙沪及广深地区的电子公司，当前上中下游公司对整体行业回暖的预期正在增强，虽部分公司今年一季度业绩仍面临压力，但对未来信心恢复，产业链公司普遍看好二季度后消费电子市场的需求复苏。供给端，目前上游芯片公司的库存持续去化，终端手机品牌厂的库存结构也有明显改善(中高端占比提升，新机占比提升)，预计第二季度末前后能回到正常水位；需求端，春节以来的消费复苏激活了消费者的消费意愿，后续预期有望随信心向好，并延伸至消费电子领域。该行认为当前行业景气底部确立，后面看好供需共振下的产业链公司业绩逐步改善。</p><p>该行认为，消费电子目前景气底部明确，需求端看好2023-24年“L”型回暖，供给端库存正逐步去化，且部分公司去年第四季度计提减值释放风险，供需两侧有望共振推动行业拐点向上，看好复苏预期下的行业性投资机会，建议布局整条产业链。建议关注上游如<a href=\"https://laohu8.com/S/688099\">晶晨股份</a>、<a href=\"https://laohu8.com/S/300223\">北京君正</a>等；中下游如<a href=\"https://laohu8.com/S/688036\">传音控股</a>、小米集团(01810)、<a href=\"https://laohu8.com/S/02382\">舜宇光学科技</a>(02382)、<a href=\"https://laohu8.com/S/00285\">比亚迪电子</a>(00285)等。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"159732":"消费电子","600030":"中信证券","BK1564":"中资券商股","BK0028":"国家队","BK0276":"资本市场","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","LU1997245094.SGD":"安联神州A股基金AT Acc 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src=\"https://fid-75186.picgzc.qpic.cn/20230216200041044d18492tdol842s2\"/><p>小米空调&amp;米家空调系列荣获中国轻工业联合会科技进步三等奖</p><p>官方表示：“恭喜小米空调&amp;米家空调系列再获荣誉！感谢中国轻工业联合会认可，未来我们会继续探索技术进步，为大家提供舒适、健康的使用体验１</p><p>如今的空调市场竞争非常激烈，各家都推出了许多不错的系列。凭借出彩的产品力，小米空调&amp;米家空调受到不少用户的青睐。</p><p>据了解，小米空调2021年销量突破200万套，米家新风空调的销量在电商平台也一直保持前列。2022年第二季度，小米<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>大家电品类（空调、冰箱、洗衣机）收入同比增长超过25%，创历史新高。其中截至2022年7月，小米空调出货量超200万台，销量超去年全年。去年618期间，小米空调累计销售同比增长55%，超21年全月销量，并且618当天就突破了10万套。</p><p>此前，小米集团发布了2022年第三季度财报。财报数据显示，小米第三季度总收入为704.7亿元，同比下滑9.7%；净亏损14.74亿元，去年同期为<span>净利润</span>8亿元；经调整净利润为21.2亿元，同比下滑59.1%。第三季度，公司互联网服务收入71亿元，同比下滑3.7%；IoT与生活消费产品收入191亿元，同比下滑8.6%；广告方面收入47亿元，同比下滑2.1%。</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 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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荣誉多多！小米空调&米家空调系列荣获科技进步奖\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-16 19:50 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230216200042825d9d0a&s=b><strong>手机中国</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>除了手机业务之外，小米公司所涉足的家电范围也非常广。2月16日，宅秘了解到，小米空调官方宣布，小米空调&米家空调系列荣获中国轻工业联合会科技进步三等奖！小米空调&米家空调系列荣获中国轻工业联合会科技进步三等奖官方表示：“恭喜小米空调&米家空调系列再获荣誉！感谢中国轻工业联合会认可，未来我们会继续探索技术进步，为大家提供舒适、健康的使用体验１如今的空调市场竞争非常激烈，各家都推出了许多不错的系列。...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230216200042825d9d0a&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"01810":"小米集团-W","BK1575":"同股不同权","BK1607":"新IT概念","BK1589":"北水核心资产","BK1193":"电脑硬件、储存设备及电脑周边","BK1521":"挪威政府全球养老基金持仓","BK1506":"5G概念","BK1523":"武汉本地概念股","BK1502":"双十一"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230216200042825d9d0a&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2311441216","content_text":"除了手机业务之外，小米公司所涉足的家电范围也非常广。2月16日，宅秘了解到，小米空调官方宣布，小米空调&米家空调系列荣获中国轻工业联合会科技进步三等奖！小米空调&米家空调系列荣获中国轻工业联合会科技进步三等奖官方表示：“恭喜小米空调&米家空调系列再获荣誉！感谢中国轻工业联合会认可，未来我们会继续探索技术进步，为大家提供舒适、健康的使用体验１如今的空调市场竞争非常激烈，各家都推出了许多不错的系列。凭借出彩的产品力，小米空调&米家空调受到不少用户的青睐。据了解，小米空调2021年销量突破200万套，米家新风空调的销量在电商平台也一直保持前列。2022年第二季度，小米智能大家电品类（空调、冰箱、洗衣机）收入同比增长超过25%，创历史新高。其中截至2022年7月，小米空调出货量超200万台，销量超去年全年。去年618期间，小米空调累计销售同比增长55%，超21年全月销量，并且618当天就突破了10万套。此前，小米集团发布了2022年第三季度财报。财报数据显示，小米第三季度总收入为704.7亿元，同比下滑9.7%；净亏损14.74亿元，去年同期为净利润8亿元；经调整净利润为21.2亿元，同比下滑59.1%。第三季度，公司互联网服务收入71亿元，同比下滑3.7%；IoT与生活消费产品收入191亿元，同比下滑8.6%；广告方面收入47亿元，同比下滑2.1%。","news_type":1,"symbols_score_info":{"01810":0.9}},"isVote":1,"tweetType":1,"viewCount":3061,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":434495938007256,"gmtCreate":1747111980124,"gmtModify":1747111983801,"author":{"id":"4138251144523440","authorId":"4138251144523440","name":"老虎老鼠 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评级“中性”","url":"https://stock-news.laohu8.com/highlight/detail?id=2319702067","media":"阿斯达克财经","summary":"摩通发表报告指，对小米-W(01810.HK) 保持“中性”评级，因为认为内地重新开放可能不足以成为该股的催化剂，尤其是目前国际智能手机市场的竞争愈来愈激烈，电动车相关的投资可能会在未来两至三年内影响经营溢利。该行认为，由于中国电动车领域的竞争加剧和市场需求疲软，小米在电动车方面的努力前景不太明朗。在短期内，由于智能手机库存清理和激烈的竞争，去年第四季和今年首季的业绩可能会受压。将2022和2023财年的盈利预测分别下调7%和19%，目标价由11.5元升至12元。(ha/da)(港股报价延迟最少十五分钟。沽空资料截至 2023-03-14 12:25。)AASTOCKS新闻","content":"<html><body><div> <span> <p>摩通发表报告指，对小米-W(01810.HK)<span> </span>保持“中性”评级，因为认为内地重新开放可能不足以成为该股的催化剂，尤其是目前国际智能手机市场的竞争愈来愈激烈，电动车相关的投资可能会在未来两至三年内影响经营溢利。<br/><span></span><br/>该行认为，由于中国电动车领域的竞争加剧和市场需求疲软，小米在电动车方面的努力前景不太明朗。在短期内，由于智能手机库存清理和激烈的竞争，去年第四季和今年首季的业绩可能会受压。将2022和2023财年的盈利预测分别下调7%和19%，目标价由11.5元升至12元。(ha/da)(港股报价延迟最少十五分钟。沽空资料截至 2023-03-14 12:25。)<br/><br/></p><div></div>AASTOCKS新闻 </span> </div></body></html>","source":"aastocks_highlight","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\" 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href=http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1251475/latest-news/HK6><strong>阿斯达克财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摩通发表报告指，对小米-W(01810.HK) 保持“中性”评级，因为认为内地重新开放可能不足以成为该股的催化剂，尤其是目前国际智能手机市场的竞争愈来愈激烈，电动车相关的投资可能会在未来两至三年内影响经营溢利。该行认为，由于中国电动车领域的竞争加剧和市场需求疲软，小米在电动车方面的努力前景不太明朗。在短期内，由于智能手机库存清理和激烈的竞争，去年第四季和今年首季的业绩可能会受压。将2022和...</p>\n\n<a href=\"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1251475/latest-news/HK6\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"http://plib.aastocks.com/aafnnews/image/medialib/20220117173856231_s.jpg","relate_stocks":{"01810":"小米集团-W"},"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1251475/latest-news/HK6","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2319702067","content_text":"摩通发表报告指，对小米-W(01810.HK) 保持“中性”评级，因为认为内地重新开放可能不足以成为该股的催化剂，尤其是目前国际智能手机市场的竞争愈来愈激烈，电动车相关的投资可能会在未来两至三年内影响经营溢利。该行认为，由于中国电动车领域的竞争加剧和市场需求疲软，小米在电动车方面的努力前景不太明朗。在短期内，由于智能手机库存清理和激烈的竞争，去年第四季和今年首季的业绩可能会受压。将2022和2023财年的盈利预测分别下调7%和19%，目标价由11.5元升至12元。(ha/da)(港股报价延迟最少十五分钟。沽空资料截至 2023-03-14 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建议关注小米集团(01810)等","url":"https://stock-news.laohu8.com/highlight/detail?id=2313577186","media":"凤凰网港股","summary":"中信证券发研报指，该行于春节后调研走访了部分江浙沪及广深地区的电子公司，当前上中下游公司对整体行业回暖的预期正在增强，虽部分公司今年一季度业绩仍面临压力，但对未来信心恢复，产业链公司普遍看好二季度后消费电子市场的需求复苏。该行认为当前行业景气底部确立，后面看好供需共振下的产业链公司业绩逐步改善。建议关注上游如晶晨股份、北京君正等；中下游如传音控股、小米集团、舜宇光学科技、比亚迪电子等。","content":"<html><body><p><a href=\"https://laohu8.com/S/600030\">中信证券</a>发研报指，该行于春节后调研走访了部分江浙沪及广深地区的电子公司，当前上中下游公司对整体行业回暖的预期正在增强，虽部分公司今年一季度业绩仍面临压力，但对未来信心恢复，产业链公司普遍看好二季度后消费电子市场的需求复苏。供给端，目前上游芯片公司的库存持续去化，终端手机品牌厂的库存结构也有明显改善(中高端占比提升，新机占比提升)，预计第二季度末前后能回到正常水位；需求端，春节以来的消费复苏激活了消费者的消费意愿，后续预期有望随信心向好，并延伸至消费电子领域。该行认为当前行业景气底部确立，后面看好供需共振下的产业链公司业绩逐步改善。</p><p>该行认为，消费电子目前景气底部明确，需求端看好2023-24年“L”型回暖，供给端库存正逐步去化，且部分公司去年第四季度计提减值释放风险，供需两侧有望共振推动行业拐点向上，看好复苏预期下的行业性投资机会，建议布局整条产业链。建议关注上游如<a href=\"https://laohu8.com/S/688099\">晶晨股份</a>、<a href=\"https://laohu8.com/S/300223\">北京君正</a>等；中下游如<a href=\"https://laohu8.com/S/688036\">传音控股</a>、小米集团(01810)、<a href=\"https://laohu8.com/S/02382\">舜宇光学科技</a>(02382)、<a href=\"https://laohu8.com/S/00285\">比亚迪电子</a>(00285)等。</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>【券商聚焦】中信证券指消费电子行业底部明确看好拐点向上 建议关注小米集团(01810)等</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{ 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#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【券商聚焦】中信证券指消费电子行业底部明确看好拐点向上 建议关注小米集团(01810)等\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1002821290\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/b6fb647077f1ce46dc341fc35c26e817);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">凤凰网港股 </p>\n<p class=\"h-time\">2023-02-21 14:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p><a href=\"https://laohu8.com/S/600030\">中信证券</a>发研报指，该行于春节后调研走访了部分江浙沪及广深地区的电子公司，当前上中下游公司对整体行业回暖的预期正在增强，虽部分公司今年一季度业绩仍面临压力，但对未来信心恢复，产业链公司普遍看好二季度后消费电子市场的需求复苏。供给端，目前上游芯片公司的库存持续去化，终端手机品牌厂的库存结构也有明显改善(中高端占比提升，新机占比提升)，预计第二季度末前后能回到正常水位；需求端，春节以来的消费复苏激活了消费者的消费意愿，后续预期有望随信心向好，并延伸至消费电子领域。该行认为当前行业景气底部确立，后面看好供需共振下的产业链公司业绩逐步改善。</p><p>该行认为，消费电子目前景气底部明确，需求端看好2023-24年“L”型回暖，供给端库存正逐步去化，且部分公司去年第四季度计提减值释放风险，供需两侧有望共振推动行业拐点向上，看好复苏预期下的行业性投资机会，建议布局整条产业链。建议关注上游如<a href=\"https://laohu8.com/S/688099\">晶晨股份</a>、<a href=\"https://laohu8.com/S/300223\">北京君正</a>等；中下游如<a href=\"https://laohu8.com/S/688036\">传音控股</a>、小米集团(01810)、<a href=\"https://laohu8.com/S/02382\">舜宇光学科技</a>(02382)、<a href=\"https://laohu8.com/S/00285\">比亚迪电子</a>(00285)等。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"159732":"消费电子","600030":"中信证券","BK1564":"中资券商股","BK0028":"国家队","BK0276":"资本市场","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","LU1997245094.SGD":"安联神州A股基金AT Acc 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src=\"https://fid-75186.picgzc.qpic.cn/20230216200041044d18492tdol842s2\"/><p>小米空调&amp;米家空调系列荣获中国轻工业联合会科技进步三等奖</p><p>官方表示：“恭喜小米空调&amp;米家空调系列再获荣誉！感谢中国轻工业联合会认可，未来我们会继续探索技术进步，为大家提供舒适、健康的使用体验１</p><p>如今的空调市场竞争非常激烈，各家都推出了许多不错的系列。凭借出彩的产品力，小米空调&amp;米家空调受到不少用户的青睐。</p><p>据了解，小米空调2021年销量突破200万套，米家新风空调的销量在电商平台也一直保持前列。2022年第二季度，小米<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>大家电品类（空调、冰箱、洗衣机）收入同比增长超过25%，创历史新高。其中截至2022年7月，小米空调出货量超200万台，销量超去年全年。去年618期间，小米空调累计销售同比增长55%，超21年全月销量，并且618当天就突破了10万套。</p><p>此前，小米集团发布了2022年第三季度财报。财报数据显示，小米第三季度总收入为704.7亿元，同比下滑9.7%；净亏损14.74亿元，去年同期为<span>净利润</span>8亿元；经调整净利润为21.2亿元，同比下滑59.1%。第三季度，公司互联网服务收入71亿元，同比下滑3.7%；IoT与生活消费产品收入191亿元，同比下滑8.6%；广告方面收入47亿元，同比下滑2.1%。</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 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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荣誉多多！小米空调&米家空调系列荣获科技进步奖\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-16 19:50 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230216200042825d9d0a&s=b><strong>手机中国</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>除了手机业务之外，小米公司所涉足的家电范围也非常广。2月16日，宅秘了解到，小米空调官方宣布，小米空调&米家空调系列荣获中国轻工业联合会科技进步三等奖！小米空调&米家空调系列荣获中国轻工业联合会科技进步三等奖官方表示：“恭喜小米空调&米家空调系列再获荣誉！感谢中国轻工业联合会认可，未来我们会继续探索技术进步，为大家提供舒适、健康的使用体验１如今的空调市场竞争非常激烈，各家都推出了许多不错的系列。...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230216200042825d9d0a&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"01810":"小米集团-W","BK1575":"同股不同权","BK1607":"新IT概念","BK1589":"北水核心资产","BK1193":"电脑硬件、储存设备及电脑周边","BK1521":"挪威政府全球养老基金持仓","BK1506":"5G概念","BK1523":"武汉本地概念股","BK1502":"双十一"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230216200042825d9d0a&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2311441216","content_text":"除了手机业务之外，小米公司所涉足的家电范围也非常广。2月16日，宅秘了解到，小米空调官方宣布，小米空调&米家空调系列荣获中国轻工业联合会科技进步三等奖！小米空调&米家空调系列荣获中国轻工业联合会科技进步三等奖官方表示：“恭喜小米空调&米家空调系列再获荣誉！感谢中国轻工业联合会认可，未来我们会继续探索技术进步，为大家提供舒适、健康的使用体验１如今的空调市场竞争非常激烈，各家都推出了许多不错的系列。凭借出彩的产品力，小米空调&米家空调受到不少用户的青睐。据了解，小米空调2021年销量突破200万套，米家新风空调的销量在电商平台也一直保持前列。2022年第二季度，小米智能大家电品类（空调、冰箱、洗衣机）收入同比增长超过25%，创历史新高。其中截至2022年7月，小米空调出货量超200万台，销量超去年全年。去年618期间，小米空调累计销售同比增长55%，超21年全月销量，并且618当天就突破了10万套。此前，小米集团发布了2022年第三季度财报。财报数据显示，小米第三季度总收入为704.7亿元，同比下滑9.7%；净亏损14.74亿元，去年同期为净利润8亿元；经调整净利润为21.2亿元，同比下滑59.1%。第三季度，公司互联网服务收入71亿元，同比下滑3.7%；IoT与生活消费产品收入191亿元，同比下滑8.6%；广告方面收入47亿元，同比下滑2.1%。","news_type":1,"symbols_score_info":{"01810":0.9}},"isVote":1,"tweetType":1,"viewCount":3061,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}