社区
首页
集团介绍
社区
资讯
行情
学堂
TigerAI
登录
注册
老虎老鼠 ao
IP属地：北京
+关注
帖子 · 11
帖子 · 11
关注 · 0
关注 · 0
粉丝 · 0
粉丝 · 0
老虎老鼠 ao
老虎老鼠 ao
·
11-19
$小米集团-W(01810)$
小米新出的Xiaomi Miloco智能家居方案挺有意思的，还挖来了顶尖人才，看得出来在AI和全屋智能这块是认真布局的，方向也刚好贴合行业技术发展的趋势
看
1,015
回复
评论
点赞
2
编组 21备份 2
分享
举报
老虎老鼠 ao
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
看
9,256
回复
评论
点赞
6
编组 21备份 2
分享
举报
老虎老鼠 ao
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
看
819
回复
评论
点赞
1
编组 21备份 2
分享
举报
老虎老鼠 ao
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
看
2,535
回复
2
点赞
7
编组 21备份 2
分享
举报
老虎老鼠 ao
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
看
1,303
回复
评论
点赞
3
编组 21备份 2
分享
举报
老虎老鼠 ao
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
看
4,854
回复
3
点赞
6
编组 21备份 2
分享
举报
老虎老鼠 ao
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
看
1,485
回复
评论
点赞
3
编组 21备份 2
分享
举报
老虎老鼠 ao
老虎老鼠 ao
·
2023-04-04
在这时间节点也就是为13U预热了
小米13 Ultra官方预热：雷军疯狂暗示
小米13 Ultra即将发布，爆料称会在本周开启预热，忙于造车的小米CEO雷军在微博晒出多台徕卡相机，以及老的胶片相机，根据爆料的小米13 Ultra预热时间节点，雷军突然晒起徕卡相机正是新机“预热中的预热”。
小米13 Ultra官方预热：雷军疯狂暗示
看
3,511
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
老虎老鼠 ao
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”
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
《大行报告》摩通上调小米-W(01810.HK)目标价至12元 评级“中性”
看
3,743
回复
评论
点赞
1
编组 21备份 2
分享
举报
老虎老鼠 ao
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
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。
【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
看
2,927
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":"4138251144523440","uuid":"4138251144523440","gmtCreate":1675148047971,"gmtModify":1759204265511,"name":"老虎老鼠 ao","pinyin":"lhlsaolaohulaoshuao","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/f2cc5c9e13797a805d43e1cf93a496e1","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":0,"tweetSize":11,"questionSize":0,"limitLevel":999,"accountStatus":2,"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":"success","userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-2","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"资深虎友","description":"加入老虎社区1000天","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.10.28","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001}],"userBadgeCount":1,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"北京","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":501855504683216,"gmtCreate":1763531532329,"gmtModify":1763531534313,"author":{"id":"4138251144523440","authorId":"4138251144523440","name":"老虎老鼠 ao","avatar":"https://static.tigerbbs.com/f2cc5c9e13797a805d43e1cf93a496e1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4138251144523440","idStr":"4138251144523440"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>小米新出的Xiaomi Miloco智能家居方案挺有意思的，还挖来了顶尖人才，看得出来在AI和全屋智能这块是认真布局的，方向也刚好贴合行业技术发展的趋势","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>小米新出的Xiaomi Miloco智能家居方案挺有意思的，还挖来了顶尖人才，看得出来在AI和全屋智能这块是认真布局的，方向也刚好贴合行业技术发展的趋势","text":"$小米集团-W(01810)$小米新出的Xiaomi Miloco智能家居方案挺有意思的，还挖来了顶尖人才，看得出来在AI和全屋智能这块是认真布局的，方向也刚好贴合行业技术发展的趋势","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/501855504683216","isVote":1,"tweetType":1,"viewCount":1015,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":484046885298336,"gmtCreate":1759204224116,"gmtModify":1759204232649,"author":{"id":"4138251144523440","authorId":"4138251144523440","name":"老虎老鼠 ao","avatar":"https://static.tigerbbs.com/f2cc5c9e13797a805d43e1cf93a496e1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4138251144523440","idStr":"4138251144523440"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>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","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>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","text":"$小米集团-W(01810)$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","images":[{"img":"https://static.tigerbbs.com/7a4bd6367944af4d7470d90296c94b89","width":"1080","height":"1449"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/484046885298336","isVote":1,"tweetType":1,"viewCount":9256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":482690706526936,"gmtCreate":1758873462378,"gmtModify":1758873464331,"author":{"id":"4138251144523440","authorId":"4138251144523440","name":"老虎老鼠 ao","avatar":"https://static.tigerbbs.com/f2cc5c9e13797a805d43e1cf93a496e1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4138251144523440","idStr":"4138251144523440"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>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","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>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","text":"$小米集团-W(01810)$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","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482690706526936","isVote":1,"tweetType":1,"viewCount":819,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":434495938007256,"gmtCreate":1747111980124,"gmtModify":1747111983801,"author":{"id":"4138251144523440","authorId":"4138251144523440","name":"老虎老鼠 ao","avatar":"https://static.tigerbbs.com/f2cc5c9e13797a805d43e1cf93a496e1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4138251144523440","idStr":"4138251144523440"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>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","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>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","text":"$小米集团-W(01810)$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","images":[{"img":"https://static.tigerbbs.com/e2b3f80c302b5fd68e68b44e1c75c790","width":"355","height":"745"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/434495938007256","isVote":1,"tweetType":1,"viewCount":2535,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4100996482216320","authorId":"4100996482216320","name":"笑谈词穷","avatar":"https://static.tigerbbs.com/1699e72a9dfc85e9356bb3c9ce3c524b","crmLevel":8,"crmLevelSwitch":0,"authorIdStr":"4100996482216320","idStr":"4100996482216320"},"content":"商场如战场，做的产品面太广了，到处都是友商。","text":"商场如战场，做的产品面太广了，到处都是友商。","html":"商场如战场，做的产品面太广了，到处都是友商。"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":418198941741616,"gmtCreate":1743140701907,"gmtModify":1743140703525,"author":{"id":"4138251144523440","authorId":"4138251144523440","name":"老虎老鼠 ao","avatar":"https://static.tigerbbs.com/f2cc5c9e13797a805d43e1cf93a496e1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4138251144523440","idStr":"4138251144523440"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>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","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>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","text":"$小米集团-W(01810)$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","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/418198941741616","isVote":1,"tweetType":1,"viewCount":1303,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":417229516431768,"gmtCreate":1742882281387,"gmtModify":1742882284936,"author":{"id":"4138251144523440","authorId":"4138251144523440","name":"老虎老鼠 ao","avatar":"https://static.tigerbbs.com/f2cc5c9e13797a805d43e1cf93a496e1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4138251144523440","idStr":"4138251144523440"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>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","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>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","text":"$小米集团-W(01810)$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","images":[{"img":"https://static.tigerbbs.com/01a5662d2d9df73e6b9e204d09308bcb","width":"599","height":"757"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/417229516431768","isVote":1,"tweetType":1,"viewCount":4854,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3534293032369643","authorId":"3534293032369643","name":"Anson0119","avatar":"https://static.tigerbbs.com/f2008c6c92a58495a431cce6b5cd5363","crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"3534293032369643","idStr":"3534293032369643"},"content":"这手势...30元见吗？[抠鼻] ","text":"这手势...30元见吗？[抠鼻] ","html":"这手势...30元见吗？[抠鼻] "}],"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,"authorIdStr":"4138251144523440","idStr":"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":1485,"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 ao","avatar":"https://static.tigerbbs.com/f2cc5c9e13797a805d43e1cf93a496e1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4138251144523440","idStr":"4138251144523440"},"themes":[],"htmlText":"在这时间节点也就是为13U预热了","listText":"在这时间节点也就是为13U预热了","text":"在这时间节点也就是为13U预热了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/653371274","repostId":"2324823585","repostType":2,"repost":{"id":"2324823585","kind":"news","pubTimestamp":1680579696,"share":"https://www.laohu8.com/m/news/2324823585?lang=zh_CN&edition=full","pubTime":"2023-04-04 11:41","market":"us","language":"zh","title":"小米13 Ultra官方预热：雷军疯狂暗示","url":"https://stock-news.laohu8.com/highlight/detail?id=2324823585","media":"视频","summary":"小米13 Ultra即将发布，爆料称会在本周开启预热，忙于造车的小米CEO雷军在微博晒出多台徕卡相机，以及老的胶片相机，根据爆料的小米13 Ultra预热时间节点，雷军突然晒起徕卡相机正是新机“预热中的预热”。","content":"<html><body><div>\n<div itemprop=\"articleBody\">\n<img src=\"https://doc-fd.zol-img.com.cn/t_s640x2000/g7/M00/08/08/ChMkK2Qrm9iIdnvbAADfK8r4K1gAAOhHgP6zP4AAN9D311.jpg\"/><div>\n<div><div></div></div>\n</div>\n<p>小米13 Ultra即将发布，爆料称会在本周开启预热，忙于造车的小米CEO雷军在微博晒出多台徕卡相机，以及老的胶片相机，根据爆料的小米13 Ultra预热时间节点，雷军突然晒起徕卡相机正是新机“预热中的预热”。</p><div><p><span></span><img src=\"https://doc-fd.zol-img.com.cn/t_s640x2000/g7/M00/08/08/ChMkK2Qrm9iIdnvbAADfK8r4K1gAAOhHgP6zP4AAN9D311.jpg\"/><strong></strong></p></div><p>另外，从雷军的预热来看，<strong>小米13 Ultra这次应该不止有徕卡经典和徕卡生动两种模式，并且会有类似胶片效果的模式。</strong></p><div><p><img src=\"https://doc-fd.zol-img.com.cn/t_s640x2000/g7/M00/08/08/ChMkLGQrm9iIUzlTAAEQrzBr1ZgAAOhHgP7rEEAARDH070.jpg\"/><strong></strong></p></div><p>另：近期有购买家电、数码3C产品的用户，可以入群讨论，ZOL资深编辑为您一对一解答问题</p><div><p><img src=\"https://doc-fd.zol-img.com.cn/t_s640x2000/g7/M00/08/08/ChMkLGQrnBeISnfdAAH5Cjmt-EkAAOhHQP1ersAAfki896.png\"/><strong></strong></p></div><p>本文属于原创文章，如若转载，请注明来源：小米13 Ultra官方预热：雷军疯狂暗示https://mobile.zol.com.cn/815/8151592.html</p><div zpv-events-inview=\"article-cont-bottom-viewport\"></div>\n<div>\n<span itemprop=\"url\">https://mobile.zol.com.cn/815/8151592.html</span>\n<span itemprop=\"indexUrl\">mobile.zol.com.cn</span>\n<span itemprop=\"isOriginal\">true</span>\n<span itemprop=\"author\"><a href=\"https://laohu8.com/S/000931\">中关村</a>在线</span>\n<span itemprop=\"isBasedOnUrl\">https://mobile.zol.com.cn/815/8151592.html</span>\n<span itemprop=\"genre\">report</span>\n<span itemprop=\"wordCount\">384</span>\n<span itemprop=\"description\">小米13 Ultra即将发布，爆料称会在本周开启预热，忙于造车的小米CEO雷军在微博晒出多台徕卡相机，以及老的胶片相机，根据爆料的小米13 Ultra预热时间节点，雷军突然晒起徕卡相机正是新机“预热中的预热”。另外，从雷军的预热来看，小米13 Ultra这次应该不止有徕卡经典和...</span>\n</div></div>\n</div></body></html>","source":"zol_stock","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13 Ultra官方预热：雷军疯狂暗示</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13 Ultra官方预热：雷军疯狂暗示\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-04 11:41 北京时间 <a href=http://mobile.zol.com.cn/815/8151592.html><strong>视频</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>小米13 Ultra即将发布，爆料称会在本周开启预热，忙于造车的小米CEO雷军在微博晒出多台徕卡相机，以及老的胶片相机，根据爆料的小米13 Ultra预热时间节点，雷军突然晒起徕卡相机正是新机“预热中的预热”。另外，从雷军的预热来看，小米13 Ultra这次应该不止有徕卡经典和徕卡生动两种模式，并且会有类似胶片效果的模式。另：近期有购买家电、数码3C产品的用户，可以入群讨论，ZOL资深编辑为您...</p>\n\n<a href=\"http://mobile.zol.com.cn/815/8151592.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4563":"昨日强势股","BK1506":"5G概念","BK1523":"武汉本地概念股","BK1193":"电脑硬件、储存设备及电脑周边","BK1502":"双十一","BK1575":"同股不同权","01810":"小米集团-W","BK1607":"新IT概念","BK4116":"互联网服务与基础架构","KC":"金山云","BK4526":"热门中概股","BK1521":"挪威政府全球养老基金持仓","BK1589":"北水核心资产"},"source_url":"http://mobile.zol.com.cn/815/8151592.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2324823585","content_text":"小米13 Ultra即将发布，爆料称会在本周开启预热，忙于造车的小米CEO雷军在微博晒出多台徕卡相机，以及老的胶片相机，根据爆料的小米13 Ultra预热时间节点，雷军突然晒起徕卡相机正是新机“预热中的预热”。另外，从雷军的预热来看，小米13 Ultra这次应该不止有徕卡经典和徕卡生动两种模式，并且会有类似胶片效果的模式。另：近期有购买家电、数码3C产品的用户，可以入群讨论，ZOL资深编辑为您一对一解答问题本文属于原创文章，如若转载，请注明来源：小米13 Ultra官方预热：雷军疯狂暗示https://mobile.zol.com.cn/815/8151592.html\n\nhttps://mobile.zol.com.cn/815/8151592.html\nmobile.zol.com.cn\ntrue\n中关村在线\nhttps://mobile.zol.com.cn/815/8151592.html\nreport\n384\n小米13 Ultra即将发布，爆料称会在本周开启预热，忙于造车的小米CEO雷军在微博晒出多台徕卡相机，以及老的胶片相机，根据爆料的小米13 Ultra预热时间节点，雷军突然晒起徕卡相机正是新机“预热中的预热”。另外，从雷军的预热来看，小米13 Ultra这次应该不止有徕卡经典和...","news_type":1,"symbols_score_info":{"KC":1,"01810":1}},"isVote":1,"tweetType":1,"viewCount":3511,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":650051314,"gmtCreate":1678781377139,"gmtModify":1678781901553,"author":{"id":"4138251144523440","authorId":"4138251144523440","name":"老虎老鼠 ao","avatar":"https://static.tigerbbs.com/f2cc5c9e13797a805d43e1cf93a496e1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4138251144523440","idStr":"4138251144523440"},"themes":[],"htmlText":"摩根好像也提到了智能手机需求有复苏趋势了","listText":"摩根好像也提到了智能手机需求有复苏趋势了","text":"摩根好像也提到了智能手机需求有复苏趋势了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/650051314","repostId":"2319702067","repostType":2,"repost":{"id":"2319702067","kind":"news","pubTimestamp":1678778280,"share":"https://www.laohu8.com/m/news/2319702067?lang=zh_CN&edition=full","pubTime":"2023-03-14 15:18","market":"us","language":"zh","title":"《大行报告》摩通上调小米-W(01810.HK)目标价至12元 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":"<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\">网页链接</a>\n\n</div>\n","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\" 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>《大行报告》摩通上调小米-W(01810.HK)目标价至12元 评级“中性”</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《大行报告》摩通上调小米-W(01810.HK)目标价至12元 评级“中性”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-14 15:18 北京时间 <a 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\">网页链接</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":3743,"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 ao","avatar":"https://static.tigerbbs.com/f2cc5c9e13797a805d43e1cf93a496e1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4138251144523440","idStr":"4138251144523440"},"themes":[],"htmlText":"消费电子2023年确实值得期待一下","listText":"消费电子2023年确实值得期待一下","text":"消费电子2023年确实值得期待一下","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/624040863","repostId":"2313577186","repostType":2,"repost":{"id":"2313577186","kind":"highlight","weMediaInfo":{"introduction":"凤凰网港股","home_visible":1,"media_name":"凤凰网港股","id":"1002821290","head_image":"https://static.tigerbbs.com/b6fb647077f1ce46dc341fc35c26e817"},"pubTimestamp":1676962425,"share":"https://www.laohu8.com/m/news/2313577186?lang=zh_CN&edition=full","pubTime":"2023-02-21 14:53","market":"hk","language":"zh","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","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{ 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【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","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","LU1997245094.SGD":"安联神州A股基金AT Acc SGD","BK1521":"挪威政府全球养老基金持仓","BK1506":"5G概念","BK1502":"双十一","06030":"中信证券","BK1589":"北水核心资产","BK0183":"MSCI概念","BK1523":"武汉本地概念股","BK0188":"融资融券","BK0012":"证金概念","BK1193":"电脑硬件、储存设备及电脑周边","BK1564":"中资券商股","BK0028":"国家队","BK0276":"资本市场","01810":"小米集团-W","BK1575":"同股不同权","LU1997245177.USD":"安联神洲A股基金","LU1720050803.USD":"安联全方位中国股票基金","BK1516":"腾讯概念","BK1607":"新IT概念","BK1147":"投资银行业与经纪业","BK0196":"行业龙头"},"source_url":"http://hknews.szfuit.com/newRssInfo/feed?original_id=0ac22c3c33b2e2d946fefa4a62604286","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2313577186","content_text":"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。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。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。建议关注上游如晶晨股份、北京君正等；中下游如传音控股、小米集团(01810)、舜宇光学科技(02382)、比亚迪电子(00285)等。","news_type":1,"symbols_score_info":{"159732":1,"600030":1,"06030":1,"01810":1}},"isVote":1,"tweetType":1,"viewCount":2927,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}