社区
首页
集团介绍
社区
资讯
行情
学堂
TigerAI
登录
注册
LIN.Y
IP属地：北京
+关注
帖子 · 7
帖子 · 7
关注 · 0
关注 · 0
粉丝 · 0
粉丝 · 0
LIN.Y
LIN.Y
·
05-28
$阿里巴巴(BABA)$
你咋回事儿，调整了好几天了，也该调整结束了吧
看
416
回复
评论
点赞
1
编组 21备份 2
分享
举报
LIN.Y
LIN.Y
·
05-28
$小米集团-W(01810)$
别人财报好都起飞，你这大超预期的财报出来，连一个点都涨不了……是要整那出…。看看人家网易
看
3,380
回复
3
点赞
3
编组 21备份 2
分享
举报
LIN.Y
LIN.Y
·
05-28
$小米集团-W(01810)$
超预期炸裂的财报就换来这点表现？？
看
4,733
回复
7
点赞
5
编组 21备份 2
分享
举报
LIN.Y
LIN.Y
·
05-27
明天起飞
小米Q1收入及盈利均再创历史新高，Xiaomi SU 7系列交付新车达75,869辆
5月27日， $小米集团-W$ 公布财报，2025年第一季度，集团收入及盈利均再次创下历史新高。业务分部来看，2025年第一季度，手机×AIoT分部收入为人民币927亿元，同比增长22.8%，智能电动汽车及AI等创新业务分部收入为人民币186亿元。本季度，集团经调整净利润为人民币107亿元，创历史新高，同比增长64.5%。其中，中国大陆月活跃用户数达到181.1百万，同比增长12.9%。
小米Q1收入及盈利均再创历史新高，Xiaomi SU 7系列交付新车达75,869辆
看
181
回复
评论
点赞
2
编组 21备份 2
分享
举报
LIN.Y
LIN.Y
·
05-12
降级版，滚
美对华芯片出口限制新消息！英伟达：已通知中国客户
路透社5月9日引述三名消息人士的话报道称，英伟达已通知其主要中国客户，包括云计算领域的巨头公司，称计划在7月推出修改版H20芯片。因此，多次对英伟达等美国芯片制造商实施出口限制。英伟达此次为中国市场推出降级版H20芯片，是维持其在中国市场地位的最新举措。自2023年以来，H20芯片是英伟达可合法出口至中国的最强AI芯片。据报道，英伟达已制定新的技术门槛，以指导开发修改版芯片的设计。
美对华芯片出口限制新消息！英伟达：已通知中国客户
看
216
回复
评论
点赞
1
编组 21备份 2
分享
举报
LIN.Y
LIN.Y
·
04-07
全球都在跌，和事故没什么关系。
看
374
回复
评论
点赞
1
编组 21备份 2
分享
举报
LIN.Y
LIN.Y
·
02-25
$小米集团-W(01810)$
这么硬，给个加仓机会啊
看
718
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
加载更多
热议股票
{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"3572303709148456","uuid":"3572303709148456","gmtCreate":1609210305601,"gmtModify":1735891657365,"name":"LIN.Y","pinyin":"linyliny","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/8470ebb5fa252ad748183e8f78f5cfa4","hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","hatId":"ca_profile_frame_Mpy1eK","hatName":"","vip":1,"status":2,"fanSize":0,"headSize":15,"tweetSize":7,"questionSize":0,"limitLevel":999,"accountStatus":3,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.05.30","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"35ec162348d5460f88c959321e554969-1","templateUuid":"35ec162348d5460f88c959321e554969","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.04.04","exceedPercentage":"60.61%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.02.07","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.08.11","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":4,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":3,"crmLevelSwitch":0,"location":"北京","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":12,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":439894137622760,"gmtCreate":1748417021240,"gmtModify":1748417022556,"author":{"id":"3572303709148456","authorId":"3572303709148456","name":"LIN.Y","avatar":"https://static.tigerbbs.com/8470ebb5fa252ad748183e8f78f5cfa4","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572303709148456","authorIdStr":"3572303709148456"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a><v-v data-views=\"1\"></v-v> 你咋回事儿，调整了好几天了，也该调整结束了吧","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a><v-v data-views=\"1\"></v-v> 你咋回事儿，调整了好几天了，也该调整结束了吧","text":"$阿里巴巴(BABA)$ 你咋回事儿，调整了好几天了，也该调整结束了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/439894137622760","isVote":1,"tweetType":1,"viewCount":416,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":439892899013280,"gmtCreate":1748416927072,"gmtModify":1748416928829,"author":{"id":"3572303709148456","authorId":"3572303709148456","name":"LIN.Y","avatar":"https://static.tigerbbs.com/8470ebb5fa252ad748183e8f78f5cfa4","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572303709148456","authorIdStr":"3572303709148456"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> 别人财报好都起飞，你这大超预期的财报出来，连一个点都涨不了……是要整那出…。看看人家网易","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> 别人财报好都起飞，你这大超预期的财报出来，连一个点都涨不了……是要整那出…。看看人家网易","text":"$小米集团-W(01810)$ 别人财报好都起飞，你这大超预期的财报出来，连一个点都涨不了……是要整那出…。看看人家网易","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":1,"link":"https://laohu8.com/post/439892899013280","isVote":1,"tweetType":1,"viewCount":3380,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3499414020530028","authorId":"3499414020530028","name":"三更穷五更富","avatar":"https://static.tigerbbs.com/adf2728b6759f675715c81f7fe48fa9f","crmLevel":5,"crmLevelSwitch":1,"idStr":"3499414020530028","authorIdStr":"3499414020530028"},"content":"都在雷军口袋里","text":"都在雷军口袋里","html":"都在雷军口袋里"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":439783091609872,"gmtCreate":1748397182479,"gmtModify":1748397183916,"author":{"id":"3572303709148456","authorId":"3572303709148456","name":"LIN.Y","avatar":"https://static.tigerbbs.com/8470ebb5fa252ad748183e8f78f5cfa4","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572303709148456","authorIdStr":"3572303709148456"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a><v-v data-views=\"1\"></v-v> 超预期炸裂的财报就换来这点表现？？","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a><v-v data-views=\"1\"></v-v> 超预期炸裂的财报就换来这点表现？？","text":"$小米集团-W(01810)$ 超预期炸裂的财报就换来这点表现？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":7,"repostSize":2,"link":"https://laohu8.com/post/439783091609872","isVote":1,"tweetType":1,"viewCount":4733,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494300760647180","authorId":"3494300760647180","name":"MrFun","avatar":"https://static.tigerbbs.com/46f61ba9ce0c6051d75456f966ddcfc0","crmLevel":3,"crmLevelSwitch":1,"idStr":"3494300760647180","authorIdStr":"3494300760647180"},"content":"业绩确实跟国补有很大关系，各家第一季度业绩都不错，但消费者对经济复苏的信心并没有建立起来，所以小米需要证明即使没有国补，自己的产品依然有足够吸引力","text":"业绩确实跟国补有很大关系，各家第一季度业绩都不错，但消费者对经济复苏的信心并没有建立起来，所以小米需要证明即使没有国补，自己的产品依然有足够吸引力","html":"业绩确实跟国补有很大关系，各家第一季度业绩都不错，但消费者对经济复苏的信心并没有建立起来，所以小米需要证明即使没有国补，自己的产品依然有足够吸引力"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":439545683161328,"gmtCreate":1748339519532,"gmtModify":1748341309024,"author":{"id":"3572303709148456","authorId":"3572303709148456","name":"LIN.Y","avatar":"https://static.tigerbbs.com/8470ebb5fa252ad748183e8f78f5cfa4","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572303709148456","authorIdStr":"3572303709148456"},"themes":[],"htmlText":"明天起飞","listText":"明天起飞","text":"明天起飞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/439545683161328","repostId":"1198566100","repostType":2,"repost":{"id":"1198566100","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1748338060,"share":"https://www.laohu8.com/m/news/1198566100?lang=&edition=full","pubTime":"2025-05-27 17:27","market":"us","language":"zh","title":"小米Q1收入及盈利均再创历史新高，Xiaomi SU 7系列交付新车达75,869辆","url":"https://stock-news.laohu8.com/highlight/detail?id=1198566100","media":"老虎资讯综合","summary":"5月27日， $小米集团-W$ 公布财报，2025年第一季度，集团收入及盈利均再次创下历史新高。业务分部来看，2025年第一季度，手机×AIoT分部收入为人民币927亿元，同比增长22.8%，智能电动汽车及AI等创新业务分部收入为人民币186亿元。本季度，集团经调整净利润为人民币107亿元，创历史新高，同比增长64.5%。其中，中国大陆月活跃用户数达到181.1百万，同比增长12.9%。","content":"<html><head></head><body><p>5月27日， <a href=\"https://laohu8.com/S/01810\">小米集团-W</a> 公布财报，2025年第一季度，集团收入及盈利均再次创下历史新高。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3cf1b53aa9e9e023679818064479a48a\" title=\"\" tg-width=\"1095\" tg-height=\"436\"/></p><p>2025年第一季度，小米集团总收入为人民币1,113亿元，创历史新高，同比增长47.4%。业务分部来看，2025年第一季度，手机×AIoT分部收入为人民币927亿元，同比增长22.8%，智能电动汽车及AI等创新业务分部收入为人民币186亿元。本季度，集团经调整净利润为人民币107亿元，创历史新高，同比增长64.5%。</p><p>2025年第一季度，Xiaomi SU 7系列交付新车达75,869辆。同时公司将扩充产能，目前Xiaomi SU 7系列累计交付量超258,000台。</p><p>智能手机业务收入为人民币506亿元，同比增长8.9%，毛利率达到12.4%。全球智能手机出货量为41.8百万台，同比增长3.0%，持续7个季度实现同比增长。</p><p>根据Canalys数据，2025年第一季度，小米全球智能手机出货量排名前三，市场份额为14.1%，连续第19个季度排名全球前三。</p><p>互联网用户规模持续扩大，全球及中国大陆的月活跃用户数再创历史新高。 2025年3月全球月活跃用户数达到718.8百万，同比增长9.2%。其中，中国大陆月活跃用户数达到181.1百万，同比增长12.9%。</p><p>2025年第一季度，智能大家电的收入同比增长达113.8%。其中，空调产品出货量超110万台，同比增速超过65%；冰箱产品出货量超88万台，同比增速超过65%；洗衣机产品出货量超74万台，同比增速超过100%；其中，洗衣机、冰箱出货量均创历史新高</p><p>自2025年第一季度起，公司“智能电动汽车等创新业务”经营分部更新为“智能电动汽车及AI等创新业务”。</p><p>2025年第一季度，智能电动汽车及AI等创新业务分部总收入为人民币186亿元，其中，智能电动汽车收入人民币181亿元，其他相关业务收入人民币5亿元。</p><p>本季度，智能电动汽车及AI等创新业务分部毛利率为23.2%，经营亏损为人民币5亿元。</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>小米Q1收入及盈利均再创历史新高，Xiaomi SU 7系列交付新车达75,869辆</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{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #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小米Q1收入及盈利均再创历史新高，Xiaomi SU 7系列交付新车达75,869辆\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-05-27 17:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>5月27日， <a href=\"https://laohu8.com/S/01810\">小米集团-W</a> 公布财报，2025年第一季度，集团收入及盈利均再次创下历史新高。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3cf1b53aa9e9e023679818064479a48a\" title=\"\" tg-width=\"1095\" tg-height=\"436\"/></p><p>2025年第一季度，小米集团总收入为人民币1,113亿元，创历史新高，同比增长47.4%。业务分部来看，2025年第一季度，手机×AIoT分部收入为人民币927亿元，同比增长22.8%，智能电动汽车及AI等创新业务分部收入为人民币186亿元。本季度，集团经调整净利润为人民币107亿元，创历史新高，同比增长64.5%。</p><p>2025年第一季度，Xiaomi SU 7系列交付新车达75,869辆。同时公司将扩充产能，目前Xiaomi SU 7系列累计交付量超258,000台。</p><p>智能手机业务收入为人民币506亿元，同比增长8.9%，毛利率达到12.4%。全球智能手机出货量为41.8百万台，同比增长3.0%，持续7个季度实现同比增长。</p><p>根据Canalys数据，2025年第一季度，小米全球智能手机出货量排名前三，市场份额为14.1%，连续第19个季度排名全球前三。</p><p>互联网用户规模持续扩大，全球及中国大陆的月活跃用户数再创历史新高。 2025年3月全球月活跃用户数达到718.8百万，同比增长9.2%。其中，中国大陆月活跃用户数达到181.1百万，同比增长12.9%。</p><p>2025年第一季度，智能大家电的收入同比增长达113.8%。其中，空调产品出货量超110万台，同比增速超过65%；冰箱产品出货量超88万台，同比增速超过65%；洗衣机产品出货量超74万台，同比增速超过100%；其中，洗衣机、冰箱出货量均创历史新高</p><p>自2025年第一季度起，公司“智能电动汽车等创新业务”经营分部更新为“智能电动汽车及AI等创新业务”。</p><p>2025年第一季度，智能电动汽车及AI等创新业务分部总收入为人民币186亿元，其中，智能电动汽车收入人民币181亿元，其他相关业务收入人民币5亿元。</p><p>本季度，智能电动汽车及AI等创新业务分部毛利率为23.2%，经营亏损为人民币5亿元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/99b330c7a5fe2b62c4d008bd67f85ddd","relate_stocks":{"01810":"小米集团-W","XIACY":"小米集团ADR"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198566100","content_text":"5月27日， 小米集团-W 公布财报，2025年第一季度，集团收入及盈利均再次创下历史新高。2025年第一季度，小米集团总收入为人民币1,113亿元，创历史新高，同比增长47.4%。业务分部来看，2025年第一季度，手机×AIoT分部收入为人民币927亿元，同比增长22.8%，智能电动汽车及AI等创新业务分部收入为人民币186亿元。本季度，集团经调整净利润为人民币107亿元，创历史新高，同比增长64.5%。2025年第一季度，Xiaomi SU 7系列交付新车达75,869辆。同时公司将扩充产能，目前Xiaomi SU 7系列累计交付量超258,000台。智能手机业务收入为人民币506亿元，同比增长8.9%，毛利率达到12.4%。全球智能手机出货量为41.8百万台，同比增长3.0%，持续7个季度实现同比增长。根据Canalys数据，2025年第一季度，小米全球智能手机出货量排名前三，市场份额为14.1%，连续第19个季度排名全球前三。互联网用户规模持续扩大，全球及中国大陆的月活跃用户数再创历史新高。 2025年3月全球月活跃用户数达到718.8百万，同比增长9.2%。其中，中国大陆月活跃用户数达到181.1百万，同比增长12.9%。2025年第一季度，智能大家电的收入同比增长达113.8%。其中，空调产品出货量超110万台，同比增速超过65%；冰箱产品出货量超88万台，同比增速超过65%；洗衣机产品出货量超74万台，同比增速超过100%；其中，洗衣机、冰箱出货量均创历史新高自2025年第一季度起，公司“智能电动汽车等创新业务”经营分部更新为“智能电动汽车及AI等创新业务”。2025年第一季度，智能电动汽车及AI等创新业务分部总收入为人民币186亿元，其中，智能电动汽车收入人民币181亿元，其他相关业务收入人民币5亿元。本季度，智能电动汽车及AI等创新业务分部毛利率为23.2%，经营亏损为人民币5亿元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":434093515936360,"gmtCreate":1747013804435,"gmtModify":1747014053827,"author":{"id":"3572303709148456","authorId":"3572303709148456","name":"LIN.Y","avatar":"https://static.tigerbbs.com/8470ebb5fa252ad748183e8f78f5cfa4","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572303709148456","authorIdStr":"3572303709148456"},"themes":[],"htmlText":"降级版，滚","listText":"降级版，滚","text":"降级版，滚","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/434093515936360","repostId":"2534410514","repostType":2,"repost":{"id":"2534410514","kind":"news","pubTimestamp":1746879982,"share":"https://www.laohu8.com/m/news/2534410514?lang=&edition=full","pubTime":"2025-05-10 20:26","market":"us","language":"zh","title":"美对华芯片出口限制新消息！英伟达：已通知中国客户","url":"https://stock-news.laohu8.com/highlight/detail?id=2534410514","media":"e公司","summary":"路透社5月9日引述三名消息人士的话报道称，英伟达已通知其主要中国客户，包括云计算领域的巨头公司，称计划在7月推出修改版H20芯片。因此，多次对英伟达等美国芯片制造商实施出口限制。英伟达此次为中国市场推出降级版H20芯片，是维持其在中国市场地位的最新举措。自2023年以来，H20芯片是英伟达可合法出口至中国的最强AI芯片。据报道，英伟达已制定新的技术门槛，以指导开发修改版芯片的设计。","content":"<html><head></head><body><p><strong>据新加坡《联合早报》网站5月9日报道，美国政府对<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的H20人工智能（AI）芯片实施出口限制约一个月后，据报英伟达计划在未来两个月内，为中国市场推出降级版的H20。</strong></p><p>路透社5月9日引述三名消息人士的话报道称，英伟达已通知其主要中国客户，包括云计算领域的巨头公司，称计划在7月推出修改版H20芯片。</p><p>在中美博弈加剧之际，美国政府正加大力度限制高端芯片流向中国，以便在人工智能竞赛中保持领先。因此，多次对英伟达等美国芯片制造商实施出口限制。</p><p>英伟达此次为中国市场推出降级版H20芯片，是维持其在中国市场地位的最新举措。中国是英伟达最关键的市场之一，截至1月26日的上一财年，中国市场为英伟达带来了170亿美元的收入，占公司总销售额的13%。</p><p>自2023年以来，H20芯片是英伟达可合法出口至中国的最强AI芯片。但该公司上个月接获美国官员告知，产品未来出口至中国将需要获得出口许可，其实意味着已被禁止输华。英伟达曾透露，这项限制将使公司蒙受55亿美元的损失。</p><p>据报道，英伟达已制定新的技术门槛，以指导开发修改版芯片的设计。知情人士称，与原版H20相比，这些规格将使芯片性能显著降级，包括大幅降低内存容量。</p></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>美对华芯片出口限制新消息！英伟达：已通知中国客户</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{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #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美对华芯片出口限制新消息！英伟达：已通知中国客户\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-10 20:26 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202505101601029755527c&s=b><strong>e公司</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据新加坡《联合早报》网站5月9日报道，美国政府对英伟达的H20人工智能（AI）芯片实施出口限制约一个月后，据报英伟达计划在未来两个月内，为中国市场推出降级版的H20。路透社5月9日引述三名消息人士的话报道称，英伟达已通知其主要中国客户，包括云计算领域的巨头公司，称计划在7月推出修改版H20芯片。在中美博弈加剧之际，美国政府正加大力度限制高端芯片流向中国，以便在人工智能竞赛中保持领先。因此，多次对...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202505101601029755527c&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/92a41d20711c9fa4b2aa3cc62ea62948","relate_stocks":{"LU0353189763.USD":"ALLSPRING US ALL CAP GROWTH FUND \"I\" (USD) ACC","NVDU":"Direxion Daily NVDA Bull 2X Shares","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","NVDX":"T-REX 2X LONG NVIDIA DAILY TARGET ETF","2NVD.UK":"2X NVIDIA ETP","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","NVDA":"英伟达","LU0097036916.USD":"贝莱德美国增长A2 USD","NVDY":"YIELDMAX NVDA OPTION INCOME STRATEGY ETF","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0788109477.HKD":"BGF GLOBAL ALLOCATION \"A2\" (HKDHGD) ACC","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","NVIW.SI":"NVDA 3xLongSG261006","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","SNVD.UK":"LS -1X NVIDIA","BK4587":"ChatGPT概念","3NVD.UK":"LS 3X NVIDIA","NVD2.UK":"2X NVIDIA ETP","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","NVD":"GraniteShares 2x Short NVDA Daily ETF","NVD3.UK":"LS 3X NVIDIA","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","LU0094547139.USD":"abrdn SICAV I - GLOBAL SUSTAINABLE EQUITY FUND \"A\" (USD) ACC","NVDD":"Direxion Daily NVDA Bear 1X Shares","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","NVDS.UK":"LS -1X NVIDIA","BK4605":"半导体精选","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4608":"AI应用概念股","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","NVDS":"Tradr 1.5X Short NVDA Daily ETF"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202505101601029755527c&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2534410514","content_text":"据新加坡《联合早报》网站5月9日报道，美国政府对英伟达的H20人工智能（AI）芯片实施出口限制约一个月后，据报英伟达计划在未来两个月内，为中国市场推出降级版的H20。路透社5月9日引述三名消息人士的话报道称，英伟达已通知其主要中国客户，包括云计算领域的巨头公司，称计划在7月推出修改版H20芯片。在中美博弈加剧之际，美国政府正加大力度限制高端芯片流向中国，以便在人工智能竞赛中保持领先。因此，多次对英伟达等美国芯片制造商实施出口限制。英伟达此次为中国市场推出降级版H20芯片，是维持其在中国市场地位的最新举措。中国是英伟达最关键的市场之一，截至1月26日的上一财年，中国市场为英伟达带来了170亿美元的收入，占公司总销售额的13%。自2023年以来，H20芯片是英伟达可合法出口至中国的最强AI芯片。但该公司上个月接获美国官员告知，产品未来出口至中国将需要获得出口许可，其实意味着已被禁止输华。英伟达曾透露，这项限制将使公司蒙受55亿美元的损失。据报道，英伟达已制定新的技术门槛，以指导开发修改版芯片的设计。知情人士称，与原版H20相比，这些规格将使芯片性能显著降级，包括大幅降低内存容量。","news_type":1},"isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":421791917113448,"gmtCreate":1744007410267,"gmtModify":1744008734911,"author":{"id":"3572303709148456","authorId":"3572303709148456","name":"LIN.Y","avatar":"https://static.tigerbbs.com/8470ebb5fa252ad748183e8f78f5cfa4","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572303709148456","authorIdStr":"3572303709148456"},"themes":[],"htmlText":"全球都在跌，和事故没什么关系。","listText":"全球都在跌，和事故没什么关系。","text":"全球都在跌，和事故没什么关系。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/421791917113448","isVote":1,"tweetType":1,"viewCount":374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":407262648156776,"gmtCreate":1740447726538,"gmtModify":1740448575496,"author":{"id":"3572303709148456","authorId":"3572303709148456","name":"LIN.Y","avatar":"https://static.tigerbbs.com/8470ebb5fa252ad748183e8f78f5cfa4","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572303709148456","authorIdStr":"3572303709148456"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a><v-v data-views=\"1\"></v-v> 这么硬，给个加仓机会啊","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a><v-v data-views=\"1\"></v-v> 这么硬，给个加仓机会啊","text":"$小米集团-W(01810)$ 这么硬，给个加仓机会啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/407262648156776","isVote":1,"tweetType":1,"viewCount":718,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}