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门_7322
门_7322
·
05-27
$小米集团-W(01810)$
没啥亮点中规中矩
今晚，小米财报的预期很高
过去六个月里，小米的股价飙升了近 90%，创下恒生科技指数成分股最佳表现，预期市盈率已飙升至28倍，成为该板块最昂贵的标的之一。分析指出，这种估值水平意味着，任何低于预期的业绩表现都可能引发剧烈的股价回调。
今晚，小米财报的预期很高
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门_7322
门_7322
·
05-23
55都费劲，芯片的事还得再观察
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门_7322
门_7322
·
05-21
专职搞经济兼职炒股副业自媒体最后才是总统
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门_7322
门_7322
·
05-17
换句话说你要是做好了公众给的回报也是大大的
雷军回应SU7事故：没想到打击如此大，公众对小米的期待和要求远超了想象
雷军提到，三月底的一场交通事故给小米带来了巨大影响。据了解，备受舆论和消费者关注的莫过于此前的小米SU7高速车祸事件。4月1日上午，有网友发消息称，一辆小米SU7在3月29日晚间在高速发生车祸撞上护栏并燃烧，车内三人遇难。在演讲中，雷军称，这场事故让小米意识到公众对其的高期待和严要求，也标志着小米不再只是行业新人，而需要承担起大公司、行业领导者的责任。
雷军回应SU7事故：没想到打击如此大，公众对小米的期待和要求远超了想象
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门_7322
门_7322
·
04-01
$小米集团-W(01810)$
那些着急补仓的，下跌趋势这么明显，奔60日均线去了，也就是45的位置，要是继续跌就得奔30去了，着什么急
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门_7322
门_7322
·
03-31
先看能跌到多少，都还没稳住着啥急
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门_7322
门_7322
·
03-17
小米听劝吧大概是🐶
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门_7322
门_7322
·
03-17
他们三家的财报应该都不错
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门_7322
门_7322
·
02-25
$小米集团-W(01810)$
小米最好状态就是横盘一段时间
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门_7322
门_7322
·
02-21
$小米集团-W(01810)$
可能爆发性不如当年的特斯拉，但是确定性比那会的特斯拉高
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href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> 没啥亮点中规中矩","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> 没啥亮点中规中矩","text":"$小米集团-W(01810)$ 没啥亮点中规中矩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/439519168131632","repostId":"2538326487","repostType":2,"repost":{"id":"2538326487","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1748312265,"share":"https://www.laohu8.com/m/news/2538326487?lang=&edition=full","pubTime":"2025-05-27 10:17","market":"other","language":"zh","title":"今晚，小米财报的预期很高","url":"https://stock-news.laohu8.com/highlight/detail?id=2538326487","media":"华尔街见闻","summary":"过去六个月里，小米的股价飙升了近 90%，创下恒生科技指数成分股最佳表现，预期市盈率已飙升至28倍，成为该板块最昂贵的标的之一。分析指出，这种估值水平意味着，任何低于预期的业绩表现都可能引发剧烈的股价回调。","content":"<html><head></head><body><p>小米今夜公布季报时，恐怕很难超越投资者已经拉满的预期。</p><p>过去六个月里，小米的股价飙升了近 90%，创下恒生科技指数成分股最佳表现，预期市盈率已飙升至28倍，成为该板块最昂贵的标的之一。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c1e61cd5a7f05413e24f56a585fd7004\" tg-width=\"560\" tg-height=\"240\"/></p><p>据报道，分析师预计小米第一季度销售额将激增44%，主要受益于电动汽车业务的强劲势头以及人工智能物联网相关产品的增长。然而，如此乐观的预期也为财报表现设置了极高的门槛。</p><p>报道表示，当前估值水平意味着，任何低于预期的业绩表现都可能引发剧烈的股价回调。<strong>市场对小米财报的紧张情绪已经在期权交易中显露无遗。</strong></p><p>期权交易员预计，<strong>财报公布后股价将出现4.5%的双向波动，这一数字明显高于过去八个季度财报后平均3%的涨跌幅</strong>。<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>分析师Gokul Hariharan及其团队上周在研报中直言不讳地警告：</p><blockquote><p>我们对小米保持中性立场，因为该股看起来估值合理，所有积极催化剂已经在股价中得到充分反映。我们等待电动汽车业务进一步强劲增长的信号，或者等待更好的入场时机。</p></blockquote><p>报道指出，小米的股价表现成为了沉重的包袱。当市场已经将所有利好消息都消化完毕，剩下的只有两种可能：<strong>要么交出远超预期的惊艳业绩，要么面对残酷的估值修正</strong>。</p><p>对于今晚即将公布的财报，小米需要证明其<strong>电动汽车和AI物联网业务的增长势头足以支撑当前的估值</strong>。否则，近期反弹上涨的势头可能会戛然而止。</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>今晚，小米财报的预期很高</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今晚，小米财报的预期很高\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-27 10:17 北京时间 <a href=https://wallstreetcn.com/articles/3747916><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>小米今夜公布季报时，恐怕很难超越投资者已经拉满的预期。过去六个月里，小米的股价飙升了近 90%，创下恒生科技指数成分股最佳表现，预期市盈率已飙升至28倍，成为该板块最昂贵的标的之一。据报道，分析师预计小米第一季度销售额将激增44%，主要受益于电动汽车业务的强劲势头以及人工智能物联网相关产品的增长。然而，如此乐观的预期也为财报表现设置了极高的门槛。报道表示，当前估值水平意味着，任何低于预期的业绩表现...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3747916\">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":{},"source_url":"https://wallstreetcn.com/articles/3747916","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2538326487","content_text":"小米今夜公布季报时，恐怕很难超越投资者已经拉满的预期。过去六个月里，小米的股价飙升了近 90%，创下恒生科技指数成分股最佳表现，预期市盈率已飙升至28倍，成为该板块最昂贵的标的之一。据报道，分析师预计小米第一季度销售额将激增44%，主要受益于电动汽车业务的强劲势头以及人工智能物联网相关产品的增长。然而，如此乐观的预期也为财报表现设置了极高的门槛。报道表示，当前估值水平意味着，任何低于预期的业绩表现都可能引发剧烈的股价回调。市场对小米财报的紧张情绪已经在期权交易中显露无遗。期权交易员预计，财报公布后股价将出现4.5%的双向波动，这一数字明显高于过去八个季度财报后平均3%的涨跌幅。摩根大通分析师Gokul Hariharan及其团队上周在研报中直言不讳地警告：我们对小米保持中性立场，因为该股看起来估值合理，所有积极催化剂已经在股价中得到充分反映。我们等待电动汽车业务进一步强劲增长的信号，或者等待更好的入场时机。报道指出，小米的股价表现成为了沉重的包袱。当市场已经将所有利好消息都消化完毕，剩下的只有两种可能：要么交出远超预期的惊艳业绩，要么面对残酷的估值修正。对于今晚即将公布的财报，小米需要证明其电动汽车和AI物联网业务的增长势头足以支撑当前的估值。否则，近期反弹上涨的势头可能会戛然而止。","news_type":1,"symbols_score_info":{"01810":1}},"isVote":1,"tweetType":1,"viewCount":630,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":438135079485640,"gmtCreate":1748001978308,"gmtModify":1748001980477,"author":{"id":"246737441473300","authorId":"246737441473300","name":"门_7322","avatar":"https://static.tigerbbs.com/3129ecbf58055ffa98abaa42cf62fbee","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"246737441473300","authorIdStr":"246737441473300"},"themes":[],"htmlText":"55都费劲，芯片的事还得再观察","listText":"55都费劲，芯片的事还得再观察","text":"55都费劲，芯片的事还得再观察","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/438135079485640","isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":437384501690736,"gmtCreate":1747795774124,"gmtModify":1747796716029,"author":{"id":"246737441473300","authorId":"246737441473300","name":"门_7322","avatar":"https://static.tigerbbs.com/3129ecbf58055ffa98abaa42cf62fbee","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"246737441473300","authorIdStr":"246737441473300"},"themes":[],"htmlText":"专职搞经济兼职炒股副业自媒体最后才是总统","listText":"专职搞经济兼职炒股副业自媒体最后才是总统","text":"专职搞经济兼职炒股副业自媒体最后才是总统","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/437384501690736","isVote":1,"tweetType":1,"viewCount":146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":435978839032392,"gmtCreate":1747475882500,"gmtModify":1747475884419,"author":{"id":"246737441473300","authorId":"246737441473300","name":"门_7322","avatar":"https://static.tigerbbs.com/3129ecbf58055ffa98abaa42cf62fbee","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"246737441473300","authorIdStr":"246737441473300"},"themes":[],"htmlText":"换句话说你要是做好了公众给的回报也是大大的","listText":"换句话说你要是做好了公众给的回报也是大大的","text":"换句话说你要是做好了公众给的回报也是大大的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/435978839032392","repostId":"2536825308","repostType":2,"repost":{"id":"2536825308","kind":"news","pubTimestamp":1747450688,"share":"https://www.laohu8.com/m/news/2536825308?lang=&edition=full","pubTime":"2025-05-17 10:58","market":"hk","language":"zh","title":"雷军回应SU7事故：没想到打击如此大，公众对小米的期待和要求远超了想象","url":"https://stock-news.laohu8.com/highlight/detail?id=2536825308","media":"海量财经官方账号","summary":"雷军提到，三月底的一场交通事故给小米带来了巨大影响。据了解，备受舆论和消费者关注的莫过于此前的小米SU7高速车祸事件。4月1日上午，有网友发消息称，一辆小米SU7在3月29日晚间在高速发生车祸撞上护栏并燃烧，车内三人遇难。在演讲中，雷军称，这场事故让小米意识到公众对其的高期待和严要求，也标志着小米不再只是行业新人，而需要承担起大公司、行业领导者的责任。","content":"<html><body><article><p>5月15日晚，有消息称，雷军在小米价值观大赛后面向所有小米员工发表了最新演讲，内容涉及此前备受外界关注的小米SU7事故，以及自研手机SoC芯片玄戒O1的相关消息。</p><p>雷军提到，三月底的一场交通事故给小米带来了巨大影响。“我们受到了狂风暴雨般的质疑、批评和指责，我和同事们一样，一下子都懵了。但是谁也没有想到，这一场事故的影响如此之大，对我们小米的打击也如此之大。”</p><p>据了解，备受舆论和消费者关注的莫过于此前的小米SU7高速车祸事件。4月1日上午，有网友发消息称，一辆小米SU7在3月29日晚间在高速发生车祸撞上护栏并燃烧，车内三人遇难。网友公布的照片显示，小米汽车车头撞毁严重，燃烧后只剩下部分车架。4月1日午间，小米官方发文称，2025年3月29日晚，德上高速池祁段发生一起涉及小米SU7标准版的严重交通事故。</p><p>在演讲中，雷军称，这场事故让小米意识到公众对其的高期待和严要求，也标志着小米不再只是行业新人，而需要承担起大公司、行业领导者的责任。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250517135555816v201f8cbcrst208\"/><p>此前，针对该事故雷军曾表态称，“无论发生什么，小米都不会回避，我们将持续配合警方调查，跟进事情处理的进展，并尽最大努力回应家属和社会关心的问题。你们说的每一句话，我们都听见了，记下了，我们会用行动回答大家的问题。”</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250517135559493v2018ti854jd00v\"/><p>此外，5月16日早上，小米集团董事长兼CEO雷军在微博发文回忆“小米十年造芯路”。文章中雷军称：“十年饮冰，难凉热血！”</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250517135600517v2015n90da85g2o\"/><p>前一日，雷军发微博称，小米自主研发设计的手机SoC（System on Chip）芯片，名字叫玄戒O1，即将在5月下旬发布。</p><p>记者注意到，2017年，小米曾发布自研的手机SoC芯片澎湃S1，因性能问题反响平平。后来，小米调整策略，专注开发影像、快充等小芯片。2021年，小米推出澎湃C1影像芯片，这是一款独立于SoC的图像信号处理芯片（ISP），助力手机影像表现。此外，还推出澎湃P1电源管理芯片（PMIC），可支持高达120W的有线快充。2022年，小米推出澎湃G1电池管理芯片，能够提高电池容量和循环寿命，与澎湃P1芯片配合形成小米澎湃电池管理系统，改善手机续航表现。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250517135606550v201p5cjrprcf7a\"/><p>据小米2024年财报显示，2024年研发投入241亿元，同比增长25.9%。小米表示，2025年小米研发投入将突破300亿元，五年（2022年—2026年）研发总投入将超1000亿元。雷军曾在小米15 Ultra发布会上透露，AI算法、芯片及终端应用是重点研发方向。</p><p>小米集团总裁卢伟冰在财报电话会上表示，小米自研芯片的决心不会动摇。他坦言，芯片研发是一个长期且复杂的过程，需要尊重行业的发展规律，并做好持久战的准备。</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>雷军回应SU7事故：没想到打击如此大，公众对小米的期待和要求远超了想象</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n雷军回应SU7事故：没想到打击如此大，公众对小米的期待和要求远超了想象\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-17 10:58 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250517135610a6e27483&s=b><strong>海量财经官方账号</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5月15日晚，有消息称，雷军在小米价值观大赛后面向所有小米员工发表了最新演讲，内容涉及此前备受外界关注的小米SU7事故，以及自研手机SoC芯片玄戒O1的相关消息。雷军提到，三月底的一场交通事故给小米带来了巨大影响。“我们受到了狂风暴雨般的质疑、批评和指责，我和同事们一样，一下子都懵了。但是谁也没有想到，这一场事故的影响如此之大，对我们小米的打击也如此之大。”据了解，备受舆论和消费者关注的莫过于此前...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250517135610a6e27483&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250517135610a6e27483&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2536825308","content_text":"5月15日晚，有消息称，雷军在小米价值观大赛后面向所有小米员工发表了最新演讲，内容涉及此前备受外界关注的小米SU7事故，以及自研手机SoC芯片玄戒O1的相关消息。雷军提到，三月底的一场交通事故给小米带来了巨大影响。“我们受到了狂风暴雨般的质疑、批评和指责，我和同事们一样，一下子都懵了。但是谁也没有想到，这一场事故的影响如此之大，对我们小米的打击也如此之大。”据了解，备受舆论和消费者关注的莫过于此前的小米SU7高速车祸事件。4月1日上午，有网友发消息称，一辆小米SU7在3月29日晚间在高速发生车祸撞上护栏并燃烧，车内三人遇难。网友公布的照片显示，小米汽车车头撞毁严重，燃烧后只剩下部分车架。4月1日午间，小米官方发文称，2025年3月29日晚，德上高速池祁段发生一起涉及小米SU7标准版的严重交通事故。在演讲中，雷军称，这场事故让小米意识到公众对其的高期待和严要求，也标志着小米不再只是行业新人，而需要承担起大公司、行业领导者的责任。此前，针对该事故雷军曾表态称，“无论发生什么，小米都不会回避，我们将持续配合警方调查，跟进事情处理的进展，并尽最大努力回应家属和社会关心的问题。你们说的每一句话，我们都听见了，记下了，我们会用行动回答大家的问题。”此外，5月16日早上，小米集团董事长兼CEO雷军在微博发文回忆“小米十年造芯路”。文章中雷军称：“十年饮冰，难凉热血！”前一日，雷军发微博称，小米自主研发设计的手机SoC（System on 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