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aivnet
07-07
利好出净，新能源车的补助要退出，明年一个比一个惨。
季度业绩前瞻 | 小米集团-W：预测第二季度营业收入1135.41~1230.00亿元，同比增长27.7%~38.4%
aivnet
01-29
$波音(BA)$
等待特朗普变身销售，某大国买波音飞机。
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/301365\">矩阵</a>丰富，人车家全生态进一步完善，维持“优于大市”评级。我们认为，公司发布小米YU7、AI眼镜等产品，产品矩阵丰富，人车家全生态进一步完善。长期看好公司重视研发投入，布局芯片、AI、OS等领域。作为ToC企业准确把握消费者需求，在人车家全生态战略布局引领下，公司业务全面覆盖AI应用终端，实现AI+手机、汽车、智能家居全场景覆盖。AI应用加速发展背景下，公司有望受益。</p><p>（注：本文相关盈利预测数据均来自朝阳永续盈利预测数据库）</p><p>风险提示：本文所示数据或案例仅供参考之用，不能作为未来投资依据。投资股票有风险，市场波动、公司业绩、政策因素等都可能导致股票价格波动。请您在投资前充分了解相关信息，并根据自身的风险承受能力做出投资决策。</p><img src=\"https://mmbiz.qpic.cn/sz_mmbiz_png/lHqdfia6w1fZLVBlbFUJ4vyicTIgoMNKaNMUJbxNDfFImc2chgrNMvzk3ibOf0BfCCPsialkSJTiaeUxUsZh0z4YFKA/640?wx_fmt=png&from=appmsg&tp=webp&wxfrom=5&wx_lazy=1\"/></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>季度业绩前瞻 | 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#eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n季度业绩前瞻 | 小米集团-W：预测第二季度营业收入1135.41~1230.00亿元，同比增长27.7%~38.4%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-07 19:48 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250707195522a69af1d4&s=b><strong>朝阳永续</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>预测营业收入1135.41~1230.00亿元，同比增长27.7%~38.4%；预测净利润80.05~106.52亿元，同比增长57.0%~108.9%；预测经调整净利润91.97~114.79亿元，同比增长48.9%~85.9%。关注后续财报数据披露后能否超预期，朝阳永续港股季度业绩前瞻数据将为投资者提供业绩鉴定。2.小米集团-W最新卖方观点国信证券认为：小米YU7推出三个版本，标准版/Pro/...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250707195522a69af1d4&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","01810":"小米集团-W"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250707195522a69af1d4&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2549345595","content_text":"预测营业收入1135.41~1230.00亿元，同比增长27.7%~38.4%；预测净利润80.05~106.52亿元，同比增长57.0%~108.9%；预测经调整净利润91.97~114.79亿元，同比增长48.9%~85.9%。关注后续财报数据披露后能否超预期，朝阳永续港股季度业绩前瞻数据将为投资者提供业绩鉴定。2.小米集团-W最新卖方观点国信证券认为：小米YU7推出三个版本，标准版/Pro/Max续航分别为835/770/760km，全系搭载800V碳化硅高压平台。辅助驾驶方面，小米YU7全系标配高规格辅助驾驶全套硬件，包含英伟达最新Thor芯片，算力700TOPS，标配激光雷达、4D毫米波雷达、11颗高清摄像头、12颗超声波雷达。小米YU7标准版/Pro/Max定价分别为25.35/27.99/32.99万元。根据公司官网，小米YU7开售3分钟大定超过20万台，开售1小时大定超过28.9万台，开售18小时锁单量突破24万台。公司发布首款AI眼镜，是面向下一个时代的个人智能设备，随身AI的入口。小米AI眼镜采用D型方框设计，镜架重量40g，搭载1200万像素超透光学镜头，共推出三种颜色。镜片方面全国支持400家合作眼镜门店专业验光及配镜服务，同时小米商城可定制明月光学镜片。小米AI眼镜可实现拍照、录制视频、支持第三方App视频通话与直播，内置超级小爱使得小米AI眼镜拥有多模态智能交互能力，可通过语音指令完成拍照、录像、百科问答、翻译等，后续预计上线与支付宝合作的扫码安全支付功能。据WellsennXR，1Q25全球AI智能眼镜出货量60万台，同比增长216%，预计2025年全球AI眼镜销量将达到550万台。公司发布小米YU7、AI眼镜等产品，产品矩阵丰富，人车家全生态进一步完善，维持“优于大市”评级。我们认为，公司发布小米YU7、AI眼镜等产品，产品矩阵丰富，人车家全生态进一步完善。长期看好公司重视研发投入，布局芯片、AI、OS等领域。作为ToC企业准确把握消费者需求，在人车家全生态战略布局引领下，公司业务全面覆盖AI应用终端，实现AI+手机、汽车、智能家居全场景覆盖。AI应用加速发展背景下，公司有望受益。（注：本文相关盈利预测数据均来自朝阳永续盈利预测数据库）风险提示：本文所示数据或案例仅供参考之用，不能作为未来投资依据。投资股票有风险，市场波动、公司业绩、政策因素等都可能导致股票价格波动。请您在投资前充分了解相关信息，并根据自身的风险承受能力做出投资决策。","news_type":1,"symbols_score_info":{"81810":0.9,"01810":1}},"isVote":1,"tweetType":1,"viewCount":290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397549559567008,"gmtCreate":1738080583505,"gmtModify":1738109203921,"author":{"id":"4194770148802240","authorId":"4194770148802240","name":"aivnet","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4194770148802240","authorIdStr":"4194770148802240"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BA\">$波音(BA)$ </a> 等待特朗普变身销售，某大国买波音飞机。","listText":"<a href=\"https://laohu8.com/S/BA\">$波音(BA)$ </a> 等待特朗普变身销售，某大国买波音飞机。","text":"$波音(BA)$ 等待特朗普变身销售，某大国买波音飞机。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397549559567008","isVote":1,"tweetType":1,"viewCount":613,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":454137984737384,"gmtCreate":1751903876786,"gmtModify":1751905715467,"author":{"id":"4194770148802240","authorId":"4194770148802240","name":"aivnet","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4194770148802240","authorIdStr":"4194770148802240"},"themes":[],"htmlText":"利好出净，新能源车的补助要退出，明年一个比一个惨。","listText":"利好出净，新能源车的补助要退出，明年一个比一个惨。","text":"利好出净，新能源车的补助要退出，明年一个比一个惨。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/454137984737384","repostId":"2549345595","repostType":2,"repost":{"id":"2549345595","kind":"news","pubTimestamp":1751888905,"share":"https://www.laohu8.com/m/news/2549345595?lang=&edition=full","pubTime":"2025-07-07 19:48","market":"hk","language":"zh","title":"季度业绩前瞻 | 小米集团-W：预测第二季度营业收入1135.41~1230.00亿元，同比增长27.7%~38.4%","url":"https://stock-news.laohu8.com/highlight/detail?id=2549345595","media":"朝阳永续","summary":"预测营业收入1135.41~1230.00亿元，同比增长27.7%~38.4%；预测净利润80.05~106.52亿元，同比增长57.0%~108.9%；预测经调整净利润91.97~114.79亿元，同比增长48.9%~85.9%。小米YU7标准版/Pro/Max定价分别为25.35/27.99/32.99万元。根据公司官网，小米YU7开售3分钟大定超过20万台，开售1小时大定超过28.9万台，开售18小时锁单量突破24万台。小米AI眼镜采用D型方框设计，镜架重量40g，搭载1200万像素超透光学镜头，共推出三种颜色。据WellsennXR，1Q25全球AI智能眼镜出货量60万台，同比增长216%，预计2025年全球AI眼镜销量将达到550万台。","content":"<html><body><article><p>预测<span>营业收入</span>1135.41~1230.00亿元，同比增长27.7%~38.4%；预测<span>净利润</span>80.05~106.52亿元，同比增长57.0%~108.9%；预测经调整净利润91.97~114.79亿元，同比增长48.9%~85.9%。</p><p>关注后续财报数据披露后能否超预期，朝阳永续港股季度业绩前瞻数据将为投资者提供业绩鉴定。</p><img src=\"https://mmbiz.qpic.cn/sz_mmbiz_png/lHqdfia6w1fZQjrJ2A5nwRENPJDQGnBm3Ku43FRU8UgVKIKSAhznDbBZUSz2p9qTU5WBF9nouFjEXxqD7paiaNGQ/640?wx_fmt=png&from=appmsg\"/><p>2.<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>最新卖方观点</p><p><a href=\"https://laohu8.com/S/002736\">国信证券</a>认为：<a href=\"https://laohu8.com/S/81810\">小米</a>YU7推出三个版本，标准版/Pro/Max续航分别为835/770/760km，全系搭载800V碳化硅高压平台。辅助驾驶方面，小米YU7全系标配高规格辅助驾驶全套硬件，包含<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>最新Thor芯片，算力700TOPS，标配激光雷达、4D毫米波雷达、11颗高清摄像头、12颗超声波雷达。小米YU7标准版/Pro/Max定价分别为25.35/27.99/32.99万元。根据公司官网，小米YU7开售3分钟大定超过20万台，开售1小时大定超过28.9万台，开售18小时锁单量突破24万台。</p><p>公司发布首款AI眼镜，是面向下一个时代的个人智能设备，随身AI的入口。小米AI眼镜采用D型方框设计，镜架重量40g，搭载1200万像素超透光学镜头，共推出三种颜色。镜片方面全国支持400家合作眼镜门店专业验光及配镜服务，同时小米商城可定制明月光学镜片。小米AI眼镜可实现拍照、录制视频、支持第三方App视频通话与直播，内置超级小爱使得小米AI眼镜拥有多模态智能交互能力，可通过语音指令完成拍照、录像、百科问答、翻译等，后续预计上线与支付宝合作的扫码安全支付功能。据WellsennXR，1Q25全球AI智能眼镜出货量60万台，同比增长216%，预计2025年全球AI眼镜销量将达到550万台。</p><p>公司发布小米YU7、AI眼镜等产品，产品<a href=\"https://laohu8.com/S/301365\">矩阵</a>丰富，人车家全生态进一步完善，维持“优于大市”评级。我们认为，公司发布小米YU7、AI眼镜等产品，产品矩阵丰富，人车家全生态进一步完善。长期看好公司重视研发投入，布局芯片、AI、OS等领域。作为ToC企业准确把握消费者需求，在人车家全生态战略布局引领下，公司业务全面覆盖AI应用终端，实现AI+手机、汽车、智能家居全场景覆盖。AI应用加速发展背景下，公司有望受益。</p><p>（注：本文相关盈利预测数据均来自朝阳永续盈利预测数据库）</p><p>风险提示：本文所示数据或案例仅供参考之用，不能作为未来投资依据。投资股票有风险，市场波动、公司业绩、政策因素等都可能导致股票价格波动。请您在投资前充分了解相关信息，并根据自身的风险承受能力做出投资决策。</p><img src=\"https://mmbiz.qpic.cn/sz_mmbiz_png/lHqdfia6w1fZLVBlbFUJ4vyicTIgoMNKaNMUJbxNDfFImc2chgrNMvzk3ibOf0BfCCPsialkSJTiaeUxUsZh0z4YFKA/640?wx_fmt=png&from=appmsg&tp=webp&wxfrom=5&wx_lazy=1\"/></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>季度业绩前瞻 | 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#eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n季度业绩前瞻 | 小米集团-W：预测第二季度营业收入1135.41~1230.00亿元，同比增长27.7%~38.4%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-07 19:48 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250707195522a69af1d4&s=b><strong>朝阳永续</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>预测营业收入1135.41~1230.00亿元，同比增长27.7%~38.4%；预测净利润80.05~106.52亿元，同比增长57.0%~108.9%；预测经调整净利润91.97~114.79亿元，同比增长48.9%~85.9%。关注后续财报数据披露后能否超预期，朝阳永续港股季度业绩前瞻数据将为投资者提供业绩鉴定。2.小米集团-W最新卖方观点国信证券认为：小米YU7推出三个版本，标准版/Pro/...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250707195522a69af1d4&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","01810":"小米集团-W"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250707195522a69af1d4&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2549345595","content_text":"预测营业收入1135.41~1230.00亿元，同比增长27.7%~38.4%；预测净利润80.05~106.52亿元，同比增长57.0%~108.9%；预测经调整净利润91.97~114.79亿元，同比增长48.9%~85.9%。关注后续财报数据披露后能否超预期，朝阳永续港股季度业绩前瞻数据将为投资者提供业绩鉴定。2.小米集团-W最新卖方观点国信证券认为：小米YU7推出三个版本，标准版/Pro/Max续航分别为835/770/760km，全系搭载800V碳化硅高压平台。辅助驾驶方面，小米YU7全系标配高规格辅助驾驶全套硬件，包含英伟达最新Thor芯片，算力700TOPS，标配激光雷达、4D毫米波雷达、11颗高清摄像头、12颗超声波雷达。小米YU7标准版/Pro/Max定价分别为25.35/27.99/32.99万元。根据公司官网，小米YU7开售3分钟大定超过20万台，开售1小时大定超过28.9万台，开售18小时锁单量突破24万台。公司发布首款AI眼镜，是面向下一个时代的个人智能设备，随身AI的入口。小米AI眼镜采用D型方框设计，镜架重量40g，搭载1200万像素超透光学镜头，共推出三种颜色。镜片方面全国支持400家合作眼镜门店专业验光及配镜服务，同时小米商城可定制明月光学镜片。小米AI眼镜可实现拍照、录制视频、支持第三方App视频通话与直播，内置超级小爱使得小米AI眼镜拥有多模态智能交互能力，可通过语音指令完成拍照、录像、百科问答、翻译等，后续预计上线与支付宝合作的扫码安全支付功能。据WellsennXR，1Q25全球AI智能眼镜出货量60万台，同比增长216%，预计2025年全球AI眼镜销量将达到550万台。公司发布小米YU7、AI眼镜等产品，产品矩阵丰富，人车家全生态进一步完善，维持“优于大市”评级。我们认为，公司发布小米YU7、AI眼镜等产品，产品矩阵丰富，人车家全生态进一步完善。长期看好公司重视研发投入，布局芯片、AI、OS等领域。作为ToC企业准确把握消费者需求，在人车家全生态战略布局引领下，公司业务全面覆盖AI应用终端，实现AI+手机、汽车、智能家居全场景覆盖。AI应用加速发展背景下，公司有望受益。（注：本文相关盈利预测数据均来自朝阳永续盈利预测数据库）风险提示：本文所示数据或案例仅供参考之用，不能作为未来投资依据。投资股票有风险，市场波动、公司业绩、政策因素等都可能导致股票价格波动。请您在投资前充分了解相关信息，并根据自身的风险承受能力做出投资决策。","news_type":1,"symbols_score_info":{"81810":0.9,"01810":1}},"isVote":1,"tweetType":1,"viewCount":290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397549559567008,"gmtCreate":1738080583505,"gmtModify":1738109203921,"author":{"id":"4194770148802240","authorId":"4194770148802240","name":"aivnet","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4194770148802240","authorIdStr":"4194770148802240"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BA\">$波音(BA)$ </a> 等待特朗普变身销售，某大国买波音飞机。","listText":"<a href=\"https://laohu8.com/S/BA\">$波音(BA)$ </a> 等待特朗普变身销售，某大国买波音飞机。","text":"$波音(BA)$ 等待特朗普变身销售，某大国买波音飞机。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397549559567008","isVote":1,"tweetType":1,"viewCount":613,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
