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- 小米的韭菜001号小米的韭菜001号
  ·07-29
  $药明巨诺-B(02126)$ 还差15个点解套
  174 评论
  2
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- 小米的韭菜001号小米的韭菜001号
  ·07-24
  $微创医疗(00853)$ 卖飞了
  194 评论
  1
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- 小米的韭菜001号小米的韭菜001号
  ·07-02
  摩根的分析师这么没品吗，labubu只是昙花一现，小米则不可能
  还是摩根大通“有创意”！小米Yu7是中国电车版“Labubu”
  $摩根大通$分析师在深入实地调研$小米$上海旗舰店后发现，小米电动车Yu7的火爆背后是类似潮玩品牌Labubu的稀缺性驱动需求模式。研报将其火爆秘诀归结为四点：截至报告调研时，小米Yu7的预订量已达到约30万台。格局重塑：小米Yu7并未引发内卷，外资品牌才是真正“输家”？
  还是摩根大通“有创意”！小米Yu7是中国电车版“Labubu”
  846 1
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- 小米的韭菜001号小米的韭菜001号
  ·06-27
  $小米集团-W(01810)$ 回不去了，再也回不去的20以下
  1,080 1
  1
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- 小米的韭菜001号小米的韭菜001号
  ·05-21
  黑的人越多越说明小米做对了，加仓干就完了！
  1,520 2
  14
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- 小米的韭菜001号小米的韭菜001号
  ·05-20
  一如既往的支持小米，即使道阻且长，荆棘满布，曙光就在前方
  687 评论
  3
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- 小米的韭菜001号小米的韭菜001号
  ·05-16
  $Desktop Metal Inc(DM)$ 你咋了？
  728 评论
  1
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- 小米的韭菜001号小米的韭菜001号
  ·05-01
  $小米集团-W(01810)$ 小米做大模型有优势，各种iot设备数据是核心
  750 评论
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- 小米的韭菜001号小米的韭菜001号
  ·02-27
  $Desktop Metal Inc.(DM)$ 从200到2块，跌了100倍，你也是没谁了
  1,903 评论
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- 小米的韭菜001号小米的韭菜001号
  ·02-27
  $蔚来(NIO)$ 站岗放哨
  2,467 1
  4
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href=\"https://laohu8.com/S/02126\">$药明巨诺-B(02126)$ &nbsp;</a>还差15个点解套","listText":"<a href=\"https://laohu8.com/S/02126\">$药明巨诺-B(02126)$ &nbsp;</a>还差15个点解套","text":"$药明巨诺-B(02126)$ 还差15个点解套","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/461842744418448","isVote":1,"tweetType":1,"viewCount":174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":460098711769168,"gmtCreate":1753338171827,"gmtModify":1753338173000,"author":{"id":"3469164281621359","authorId":"3469164281621359","name":"小米的韭菜001号","avatar":"https://static.tigerbbs.com/5b8820b392028ef580ce3c3a04f35605","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3469164281621359","authorIdStr":"3469164281621359"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00853\">$微创医疗(00853)$&nbsp;</a>卖飞了","listText":"<a href=\"https://laohu8.com/S/00853\">$微创医疗(00853)$&nbsp;</a>卖飞了","text":"$微创医疗(00853)$ 卖飞了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/460098711769168","isVote":1,"tweetType":1,"viewCount":194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":452314695066144,"gmtCreate":1751434030398,"gmtModify":1751434032954,"author":{"id":"3469164281621359","authorId":"3469164281621359","name":"小米的韭菜001号","avatar":"https://static.tigerbbs.com/5b8820b392028ef580ce3c3a04f35605","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3469164281621359","authorIdStr":"3469164281621359"},"themes":[],"htmlText":"摩根的分析师这么没品吗，labubu只是昙花一现，小米则不可能","listText":"摩根的分析师这么没品吗，labubu只是昙花一现，小米则不可能","text":"摩根的分析师这么没品吗，labubu只是昙花一现，小米则不可能","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/452314695066144","repostId":"2548040204","repostType":2,"repost":{"id":"2548040204","kind":"news","pubTimestamp":1751340261,"share":"https://www.laohu8.com/m/news/2548040204?lang=&edition=full","pubTime":"2025-07-01 11:24","market":"us","language":"zh","title":"还是摩根大通“有创意”！小米Yu7是中国电车版“Labubu”","url":"https://stock-news.laohu8.com/highlight/detail?id=2548040204","media":"市场资讯","summary":"$摩根大通$分析师在深入实地调研$小米$上海旗舰店后发现，小米电动车Yu7的火爆背后是类似潮玩品牌Labubu的稀缺性驱动需求模式。研报将其火爆秘诀归结为四点： 截至报告调研时，小米Yu7的预订量已达到约30万台。格局重塑：小米Yu7并未引发内卷，外资品牌才是真正“输家”？","content":"<html><head></head><body><p> <a href=\"https://laohu8.com/S/JPM\">摩根大通</a>分析师在深入实地调研<a href=\"https://laohu8.com/S/01810\">小米</a>上海旗舰店后发现，小米电动车Yu7的火爆背后是类似潮玩品牌Labubu的稀缺性驱动需求模式。</p><p> 据追风交易台消息，6月29日，摩根大通发表研报指出，小米YU7的产品定位超越交通工具，同时产能瓶颈带来的“稀缺性”放大市场热度，而目标客群的差异化避免与国内造车新势力直接“火拼”</p><p> 研报指出，小米汽车的成功将加速中国品牌在乘用车市场的份额提升，预计从目前的70%增至未来几年的80%。短期内，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>、吉利汽车和跃进汽车等中国品牌有望受益于盈利预期上调，而传统外资品牌特别是<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>可能面临市场份额压力。</p><p> 不止是车：解密小米Yu7热销背后的“潮玩”属性</p><p> 摩根大通分析师通过对小米上海旗舰店的实地探访和与消费者的交流，报告揭示了“小米现象”的本质：它是一款成功的产品，更是一款“有趣的大玩具”。众多消费者甚至未见实车或试驾，仅凭在线观看发布会便下单。研报将其火爆秘诀归结为四点：</p><p> 截至报告调研时，小米Yu7的预订量已达到约30万台（需支付5000元人民币定金）。然而，投资者需要审慎看待这一数字。根据门店销售人员的估算，其中约30-40%的订单是可取消的，或是由原Su7轿车订单转化而来</p><p> 此外，市场热度催生了“黄牛”交易。在“闲鱼”等平台上，已出现卖家以1万至2万元人民币不等的价格，转让其已锁定的订单资格，远高于5000元的官方定金</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f113b7caac083b814e77fdbd6ee31aa6\" tg-width=\"634\" tg-height=\"777\"/></p><p> 这虽难以量化具体数量，但侧面印证了市场的火爆程度和消费者为提前提车支付溢价的意愿。无论如何，交付等待时间长将是常态。</p><p> 格局重塑：小米Yu7并未引发内卷，外资品牌才是真正“输家”？</p><p> 在零和博弈的假设下，报告分析了小米Yu7对同价位竞品的影响，结论是其市场区隔相对清晰：</p><p> 报告最终认为，小米的成功并非简单地从中国竞争对手处抢夺份额，而是共同加速了自主品牌的崛起。今年以来，自主品牌在乘用车市场的份额已从2023年的57%、2024年的65%，提升至70%。报告预测，几年内这一数字将突破80%，外资品牌的生存空间将受到进一步挤压。</p><p></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\" 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