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老虎老鼠 ao
IP属地：北京
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老虎老鼠 ao
老虎老鼠 ao
·
2025-11-19
$小米集团-W(01810)$
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
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老虎老鼠 ao
老虎老鼠 ao
·
2025-09-30
$小米集团-W(01810)$
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
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老虎老鼠 ao
老虎老鼠 ao
·
2025-09-26
$小米集团-W(01810)$
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
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1
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老虎老鼠 ao
老虎老鼠 ao
·
2025-05-13
$小米集团-W(01810)$
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
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老虎老鼠 ao
老虎老鼠 ao
·
2025-03-28
$小米集团-W(01810)$
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
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老虎老鼠 ao
老虎老鼠 ao
·
2025-03-25
$小米集团-W(01810)$
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
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5,276
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老虎老鼠 ao
老虎老鼠 ao
·
2025-03-21
$小米集团-W(01810)$
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
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1,650
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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
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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
非常抱歉，此主贴已删除
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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
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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":1480,"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 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"}],"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":1650,"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":"hk","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 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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":{"01810":1,"KC":1}},"isVote":1,"tweetType":1,"viewCount":3900,"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 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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","BK1521":"挪威政府全球养老基金持仓","BK1506":"5G概念","BK1502":"双十一","BK0183":"MSCI概念","BK1589":"北水核心资产","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","LU1997245177.USD":"安联神洲A股基金","BK0276":"资本市场","LU1720050803.USD":"安联全方位中国股票基金","01810":"小米集团-W","06030":"中信证券","BK1575":"同股不同权","BK1516":"腾讯概念","BK1607":"新IT概念","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","LU1997245094.SGD":"安联神州A股基金AT Acc SGD","BK1147":"投资银行业与经纪业","BK0196":"行业龙头","BK1523":"武汉本地概念股"},"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":3406,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}