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·
03-29 09:23
稳了，不知空头是什么想法
雷军：新一代SU7首周交付四五千辆
3月29日，雷军发文透露，新一代SU7首周交付了四五千辆。此前消息，新一代SU7于3月19日正式上市，34分钟锁单1.5万台。3月23日，小米举办新一代SU7交付仪式，雷军透露，新一代SU7锁单量已突破3万台。
雷军：新一代SU7首周交付四五千辆
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·
03-26
就剩格力没接了，要不要拉一把？
小米官宣LG家电接入米家APP！支持小米澎湃智联
近日，小米官方正式宣布：LG旗下洗衣机、烘干机、冰箱等产品已开始接入米家生态，支持小米澎湃智联与超级小爱语音控制。LG并非首个接入米家的国际家电品牌。这一趋势显示，小米米家开放生态正吸引越来越多的主流家电品牌加入。据悉，米家APP是小米智能家庭的核心管理平台，截至2026年，小米全球AIoT连接设备数已突破10亿台，覆盖超过200个产品品类。
小米官宣LG家电接入米家APP！支持小米澎湃智联
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03-25
负粉:我看不到看不到
2025年营收首破千亿元 小米汽车等创新业务首次实现年度盈利 卢伟冰：出海首站欧洲 选址、招商等已启动
3月24日，小米集团（01810.HK）发布2025年全年业绩公告显示，2025年总收入达4573亿元，同比增长25%；经调整净利润392亿元，同比大增43.8%，均创历史新高。图片来源：小米集团财报具体业务方面，2025年，智能电动汽车及AI（人工智能）等创新业务收入首次突破千亿元大关，达到1061亿元，同比增长223.8%，年度经营收益首次转正至9亿元。
2025年营收首破千亿元 小米汽车等创新业务首次实现年度盈利 卢伟冰：出海首站欧洲 选址、招商等已启动
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·
03-25
奇怪，空头这次怎么不拿价格做文章了？手机不涨价股价要涨该回补了
小米手机为什么不涨价？原因居然这么简单
春节假期后，多家手机厂商已公开宣布并实施涨价，部分机型涨幅高达500元。面对外界关于小米手机为何尚未涨价的疑问，小米集团合伙人及手机部总裁卢伟冰在近日的投资者电话会议上给出了明确回应。 尽管小米目前以内部消化为主，卢伟冰也诚恳地表示，若外部压力持续增大，未来不排除会有调价动作。
小米手机为什么不涨价？原因居然这么简单
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03-24
这业绩还震不住空头啊？那就融券被回购吧，获利盘已经很少，愿意受影响割肉的也不会多
小米Q4营收1169亿元，创历史新高！汽车及AI创新业务全年营收同比大增223.8%
小米集团全年营收4572.9亿元，预估4607.9亿元；调整后净利润391.7亿元，预估391.2亿元>>
小米Q4营收1169亿元，创历史新高！汽车及AI创新业务全年营收同比大增223.8%
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03-24
小米电器远程控制确实方便
小米，正在敲响美的、格力、海尔的警钟
小米大家电悄然成为“主角”誓要踢掉美的、格力其中一家？小米大家电的增长势头已引起对手们的“警觉”。2025年8月，格力电器市场总监朱磊在微博发文，反击“小米空调线上份额超越格力”的说法。尽管称“小米空调超越格力”言之尚早，但不可否认的是，以空调为代表的小米大家电，正在打破由美的、格力、海尔等传统家电龙头构筑的竞争格局。
小米，正在敲响美的、格力、海尔的警钟
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03-24
豪气，到底是谁在搞小米？
小米集团-W：3月23日回购312.98万股，耗资约9999.49万港元
2026年3月23日，小米集团-W发布翌日披露报表，当日于香港联交所场内回购312.98万股B类普通股，占已发行股本约0.012%，每股价格介乎31.8港元至32.08港元，总涉资约9999.49万港元。同日，公司还根据股份计划授予及普通股购买协议，分别发行299,500股及980,184股B类普通股，发行价分别为2.7港元与52.64港元。至今已累计回购279,376,600股，占授权总数的1.08%。公告确认本次发行与回购均符合香港联交所上市规则及相关法律规定，公告由首席财务官林世伟签署。
小米集团-W：3月23日回购312.98万股，耗资约9999.49万港元
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03-19
董明珠你出来，你也搞一个AI大模型看看
雷军官宣全球开发者热议的“神秘模型”，小米“AI路线图”逐步明晰
全网热议的“神秘模型”终被小米认领！小米重磅发布万亿参数大模型MiMo-V2-Pro，性能跻身全球第八且成本优势显著。高盛发布研报力挺，称小米已正式步入AI成果兑现期，稳固“物理AI领导者”地位。尽管百亿级研发或致短期利润承压，但生态落地将驱动长期价值重塑，高盛维持“买入”评级看涨至41港元。
雷军官宣全球开发者热议的“神秘模型”，小米“AI路线图”逐步明晰
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03-19
好样的，对空头动真格了
小米集团-W(01810)3月18日斥资9999.97万港元回购285.04万股
智通财经APP讯，小米集团-W(01810)发布公告，于2026年3月18日该公司斥资9999.97万港元回购285.04万股，回购价格为每股34.98-35.18港元。
小米集团-W(01810)3月18日斥资9999.97万港元回购285.04万股
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03-19
这也能黑，真酸
收起 @快乐男孩袁先生 ： 买手机的一个小插曲 前阵子换手机，去小米之家选手机，选手机时把旁边插在桌子上的另外一部手机...
收起 @快乐男孩袁先生 ： 买手机的一个小插曲 前阵子换手机，去小米之家选手机，选手机时把旁边插在桌子上的另外一部手机碰倒了，发了警报声，那个店长过来脸色不好就倒了我一顿霉(当然，可以理解为他添了麻烦) 然后我扭头就去隔壁的OPPO买了部手机，体验舒服，没有被过度推荐和打扰，最近看了大道的投资问答录，我想这是不是就是企业文化在OPPO内部落实的要求非常严格。@大道无形我有型 03-08 11:36 · 转发 10 · 讨论 261 · 赞
收起 @快乐男孩袁先生 ： 买手机的一个小插曲 前阵子换手机，去小米之家选手机，选手机时把旁边插在桌子上的另外一部手机...
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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雷军：新一代SU7首周交付四五千辆\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-29 08:25 北京时间 <a href=https://tech.ifeng.com/c/8rskMHz5EWb><strong>鞭牛士Bianews</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>3月29日，雷军发文透露，新一代SU7首周交付了四五千辆。此前消息，新一代SU7于3月19日正式上市，34分钟锁单1.5万台。3月23日，小米举办新一代SU7交付仪式，雷军透露，新一代SU7锁单量已突破3万台。</p>\n\n<a 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09:36","market":"sh","language":"zh","title":"小米官宣LG家电接入米家APP！支持小米澎湃智联","url":"https://stock-news.laohu8.com/highlight/detail?id=2622880232","media":"CNMO科技","summary":"近日，小米官方正式宣布：LG旗下洗衣机、烘干机、冰箱等产品已开始接入米家生态，支持小米澎湃智联与超级小爱语音控制。LG并非首个接入米家的国际家电品牌。这一趋势显示，小米米家开放生态正吸引越来越多的主流家电品牌加入。据悉，米家APP是小米智能家庭的核心管理平台，截至2026年，小米全球AIoT连接设备数已突破10亿台，覆盖超过200个产品品类。","content":"<html><body><p>【CNMO科技消息】近日，<a href=\"https://laohu8.com/S/XIACY\">小米</a>官方正式宣布：LG旗下洗衣机、烘干机、冰箱等产品已开始接入米家生态，支持<a href=\"https://laohu8.com/S/01810\">小米</a>澎湃智联与超级小爱语音控制。</p><p><img src=\"https://x0.ifengimg.com/res/2026/FD04DFB9B3A49EF88464ED79DDB344275AEE2F69_size154_w524_h303.png\"/></p><p>LG并非首个接入米家的国际家电品牌。CNMO了解到，近期已有博世冰箱、博世洗衣机、博世干衣机、博世洗碗机、<a href=\"https://laohu8.com/S/SIEGY\">西门子</a>洗烘产品、西门子冰箱、西门子洗碗机、西门子厨房家电以及<a href=\"https://laohu8.com/S/603486\">科沃斯</a>地宝N50扫拖机器人等产品接入米家App。这一趋势显示，<a href=\"https://laohu8.com/S/81810\">小米</a>米家开放生态正吸引越来越多的主流家电品牌加入。通过小米澎湃智联技术，不同品牌的智能设备可以实现互联互通，打破了过去智能家居“各自为政”的壁垒。</p><p><img src=\"https://x0.ifengimg.com/res/2026/2F554E6AE970C0A508DB04522B57FA93B490CDEE_size255_w523_h673.png\"/></p><p>值得一提的是，在刚刚落幕的AWE2026（中国家电及消费电子博览会）上，LG电子以“双馆联动”形式参展，展示了多款高端家电产品。其中，LG WashTower洗烘塔采用一体式扁平化设计，拥有20kg大容量和先进的AI洗烘技术，通过AI智能传感可自动检测衣物重量、材质和脏污程度，匹配6种洗涤动作。</p><p><img src=\"https://x0.ifengimg.com/res/2026/BC3D05BC04FE8C1A803C6D5A5A00E57A3834490A_size186_w557_h441.png\"/></p><p>据悉，米家APP是小米智能家庭的核心管理平台，截至2026年，小米全球AIoT连接设备数已突破10亿台，覆盖超过200个产品品类。用户可以通过米家APP完成以下操作：</p><p>设备控制：一个APP随时随地控制家中所有智能设备</p><p>智能场景：按照自己的使用习惯，设置个性化的智能场景</p><p>语音控制：通过超级小爱实现声控家电</p><p>设备分享：将设备分享给家人朋友，共同享受智能生活</p></body></html>","source":"fenghuang_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\" 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href=\"https://tech.ifeng.com/c/8rnqTNrFgQk\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","SG9999003461.SGD":"United Asia Pacific Infrastructure SGD","LU1188198961.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) INC QV","LU0449515922.USD":"HSBC GIF GLOBAL EMERGING MARKETS EQUITY \"PC\" (USD)ACC","LU0359201612.USD":"贝莱德中国基金A2","BK4581":"高盛持仓","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","BK1615":"港股-互联网","LU1720050803.USD":"安联全方位中国股票基金","LU0797268264.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (HKD) ACC","LU0605514214.HKD":"FIDELITY CHINA CONSUMER \"A\" (HKD) ACC","LU0214875030.USD":"HSBC GIF BRIC EQUITY \"M2C\" (USD) ACC","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","LU0231483743.USD":"abrdn SICAV I - ALL CHINA SUSTAINABLE EQUITY \"A\" (USD) ACC","LU0149721374.USD":"HSBC GIF HONG KONG EQUITY \"AD\" 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21:39","market":"hk","language":"zh","title":"2025年营收首破千亿元 小米汽车等创新业务首次实现年度盈利 卢伟冰：出海首站欧洲 选址、招商等已启动","url":"https://stock-news.laohu8.com/highlight/detail?id=2621098583","media":"每日经济新闻","summary":"3月24日，小米集团（01810.HK）发布2025年全年业绩公告显示，2025年总收入达4573亿元，同比增长25%；经调整净利润392亿元，同比大增43.8%，均创历史新高。图片来源：小米集团财报具体业务方面，2025年，智能电动汽车及AI（人工智能）等创新业务收入首次突破千亿元大关，达到1061亿元，同比增长223.8%，年度经营收益首次转正至9亿元。","content":"<div>\n<p>3月24日，小米集团（01810.HK）发布2025年全年业绩公告显示，2025年总收入达4573亿元，同比增长25%；经调整净利润392亿元，同比大增43.8%，均创历史新高。 图片来源：小米集团财报 具体业务方面，2025年，智能电动汽车及AI（人工智能）等创新业务收入首次突破千亿元大关，达到1061亿元，同比增长223.8%，年度经营收益首次转正至9亿元。2025年第四季度，该分部收入增至...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202603243682879242.html\">网页链接</a>\n\n</div>\n","source":"stock_eastmoney","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 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href=http://finance.eastmoney.com/a/202603243682879242.html><strong>每日经济新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>3月24日，小米集团（01810.HK）发布2025年全年业绩公告显示，2025年总收入达4573亿元，同比增长25%；经调整净利润392亿元，同比大增43.8%，均创历史新高。 图片来源：小米集团财报 具体业务方面，2025年，智能电动汽车及AI（人工智能）等创新业务收入首次突破千亿元大关，达到1061亿元，同比增长223.8%，年度经营收益首次转正至9亿元。2025年第四季度，该分部收入增至...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202603243682879242.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":{"81810":"小米集团-WR","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","BK1523":"武汉本地概念股","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","SG9999003461.SGD":"United Asia Pacific Infrastructure SGD","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU1188198961.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) INC QV","LU0449515922.USD":"HSBC GIF GLOBAL EMERGING MARKETS EQUITY 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官方数据显示，2025年新车交付约41.11万辆，同比增长200.4%。得益于汽车交付量的高增长，小米汽车在2025年汽车业务收入首超千亿元，达1033亿元。 小米集团合伙人、集团总裁卢伟冰在业绩发布电话会上表示，公司电动汽车业务还要持续向前发展，一定要比去年发展得更好，这样才能带动整个集团在内存上涨的产业大环境下，保证公司业务往前去走。“2026年，我们将全力冲刺交付55万辆小米汽车的目标。”卢伟冰说。 3月19日，新一代小米SU7正式上市，3月23日开启交付。“新一代SU7发售34分钟，锁单量突破1.5万辆，开售三天后锁单量超3万辆。从这两个数字来看，新一代SU7进度超过了第一代SU7。”小米集团CFO（首席财务官）林世伟强调，公司对新一代SU7后续订单非常有信心。 关于出海规划，林世伟表示，小米汽车的出海时间表没有变化，会在2027年进入欧洲市场。“我们汽车出海首站选在欧洲，选择了最高的制高点，采用先难后易的策略出海。”卢伟冰透露，今年，小米汽车会按照这个时间表推进，包括组队到欧洲选址、招商等工作已经开始启动。 卢伟冰称，前段时间在欧洲进行市场调研后发现，现在是中国汽车出海的大好时机。“比亚迪、小鹏、奇瑞等很多友商在欧洲发展得都很好，小米也可以和中国汽车同行一起，把中国新能源汽车推向全球。” 财报显示，小米集团过去五年累计研发开支达到1055亿元。其中，2025年的研发开支达到331亿元，接近全年利润，同比增长37.8%。卢伟冰预计，自2026年开始，未来五年小米集团的累计研发开支将超过2000亿元。（文章来源：每日经济新闻）","news_type":1,"symbols_score_info":{"81810":0.6,"01810":1.98,"HXXD.SI":0.6,"XIACY":1.98,"MIUmain":0.6}},"isVote":1,"tweetType":1,"viewCount":42,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":546473013891960,"gmtCreate":1774425623051,"gmtModify":1774425625978,"author":{"id":"4201727578330582","authorId":"4201727578330582","name":"看看我的钱","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4201727578330582","idStr":"4201727578330582"},"themes":[],"title":"","htmlText":"奇怪，空头这次怎么不拿价格做文章了？手机不涨价股价要涨该回补了","listText":"奇怪，空头这次怎么不拿价格做文章了？手机不涨价股价要涨该回补了","text":"奇怪，空头这次怎么不拿价格做文章了？手机不涨价股价要涨该回补了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/546473013891960","repostId":"2622041925","repostType":2,"repost":{"id":"2622041925","kind":"news","pubTimestamp":1774411380,"share":"https://www.laohu8.com/m/news/2622041925?lang=zh_CN&edition=full","pubTime":"2026-03-25 12:03","market":"sg","language":"zh","title":"小米手机为什么不涨价？原因居然这么简单","url":"https://stock-news.laohu8.com/highlight/detail?id=2622041925","media":"泡泡网","summary":"春节假期后，多家手机厂商已公开宣布并实施涨价，部分机型涨幅高达500元。面对外界关于小米手机为何尚未涨价的疑问，小米集团合伙人及手机部总裁卢伟冰在近日的投资者电话会议上给出了明确回应。 尽管小米目前以内部消化为主，卢伟冰也诚恳地表示，若外部压力持续增大，未来不排除会有调价动作。","content":"<html><body><div>\n<p cms-style=\"font-L\"> 春节假期后，多家手机厂商已公开宣布并实施涨价，部分机型涨幅高达500元。面对外界关于<a href=\"https://laohu8.com/S/XIACY\">小米</a>手机为何尚未涨价的疑问，<a href=\"https://laohu8.com/S/01810\">小米</a>集团合伙人及手机部总裁卢伟冰在近日的投资者电话会议上给出了明确回应。</p><div><img src=\"http://n.sinaimg.cn/spider20260325/432/w730h502/20260325/039b-fe9e253b2d0db4770e41d9637ffef99f.png\"/><span></span></div><p cms-style=\"font-L\"> 卢伟冰表示，<a href=\"https://laohu8.com/S/81810\">小米</a>的产品线非常多元化，涵盖手机、平板、PC、汽车和家电等多个领域，因此公司目前仍有能力通过内部调节来抗住上涨的成本压力。他强调：“内存涨价的速度和力度超出了市场预期，但我们的多元化布局使不同品类受到的成本冲击程度不一，这为公司提供了战略缓冲空间。”</p><div><img src=\"http://n.sinaimg.cn/spider20260325/417/w730h487/20260325/9468-81fce649df838eb6fca963a2b2e09cee.jpg\"/><span></span></div><p cms-style=\"font-L\"> 具体来看，内存成本在不同产品中的占比决定了其受到的影响程度。手机、平板和笔记本电脑受到了较大冲击，而智能汽车和IoT及智能家电类产品的影响相对较小。卢伟冰坦言，若完全不向消费者转嫁上涨的成本，企业将难以维持正常经营。尽管小米也面临巨大压力，但公司仍会努力在内部消化成本，还可以自己去抗。只有在确实无法承受时才会考虑提价，并希望消费者能给予理解。</p><p cms-style=\"font-L\"> 此外，卢伟冰指出，小米具备多重核心优势来应对当前的涨价潮。首先，公司的多元化产品线分散了单一品类的集中风险；其次，小米与全球主要内存供应商签署了长期供货合同，避免了断供隐忧；最重要的是，小米基于此前的预判，提前进行了大规模备货，目前库存充裕，使得小米在短期内拥有明显的成本优势和供货保障。</p><div><img src=\"http://n.sinaimg.cn/spider20260325/445/w730h515/20260325/c218-9bc15d47ac251171bf072e28c9ae56aa.png\"/><span></span></div><p cms-style=\"font-L\"> 尽管小米目前以内部消化为主，卢伟冰也诚恳地表示，若外部压力持续增大，未来不排除会有调价动作。他认为，存储芯片的涨价周期终将结束，各品类将迎来产业结构的重塑，而艰难的外部环境往往是企业进行技术创新的催化剂。这不仅是一场成本挑战，更是推动产业升级与创新的重要机遇。依托于稳固的供应链关系和充足的备货，小米将利用这一窗口期进一步优化产品结构，通过技术手段对冲成本上升带来的经营风险。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n</div></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\" content=\"telephone=no,email=no,address=no\" />\n<title>小米手机为什么不涨价？原因居然这么简单</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; 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}\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小米手机为什么不涨价？原因居然这么简单\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-25 12:03 北京时间 <a href=https://finance.sina.com.cn/roll/2026-03-25/doc-inhseqfw1023656.shtml><strong>泡泡网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>春节假期后，多家手机厂商已公开宣布并实施涨价，部分机型涨幅高达500元。面对外界关于小米手机为何尚未涨价的疑问，小米集团合伙人及手机部总裁卢伟冰在近日的投资者电话会议上给出了明确回应。 卢伟冰表示，小米的产品线非常多元化，涵盖手机、平板、PC、汽车和家电等多个领域，因此公司目前仍有能力通过内部调节来抗住上涨的成本压力。他强调：“内存涨价的速度和力度超出了市场预期，但我们的多元化布局使不同品类受到...</p>\n\n<a href=\"https://finance.sina.com.cn/roll/2026-03-25/doc-inhseqfw1023656.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","LU0918141887.USD":"安联亚洲实际收益股票基金","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","LU0084288322.USD":"Natixis Asia Equity RD USD","HXXD.SI":"Xiaomi HK SDR 2to1","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC NC","LU0143863784.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"DU\" (USD) ACC","BK1506":"5G概念","LU1813983027.USD":"MANULIFE GF DRAGON 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INC","LU0441854154.USD":"JPM ASIA PACIFIC EQUITY \"A\" (USD) ACC","LU0823397103.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\" (USD) ACC","LU1328277881.USD":"MANULIFE GF DRAGON GROWTH FUND \"AA\" (USD) INC","LU0823426308.USD":"法巴中国股票基金","LU0823397285.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\" (USD) INC","LU1981816686.USD":"EASTSPRING INV ASIAN MULTI FACTOR EQUITY \"A\" (USD) ACC","BK1610":"ETF&股票定投概念","LU0314109678.HKD":"MANULIFE GF DRAGON GROWTH \"AA\" (HKD) INC","BK1575":"同股不同权","LU0051755006.USD":"摩根大通中国A (dist)","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU0449509016.USD":"HSBC GIF BRIC EQUITY \"AC\" (USD) ACC","LU1481107354.HKD":"HSBC GIF HONG KONG EQUITY \"AD\" (HKD) INC","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","LU0210526637.USD":"JPM CHINA \"A\" (USD) ACC","LU0594300179.USD":"FIDELITY CHINA CONSUMER \"A\" (USD) ACC","LU0254981946.USD":"HSBC GIF BRIC MARKETS EQUITY \"AC\" (USD) ACC","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU0700851271.USD":"NINETY ONE GSF EMERGING MARKETS MULTI-ASSET \"A\" (USD) ACC","LU1868837565.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"1\" (USD) ACC","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU2476274308.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (USD) ACC"},"source_url":"https://finance.sina.com.cn/roll/2026-03-25/doc-inhseqfw1023656.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2622041925","content_text":"春节假期后，多家手机厂商已公开宣布并实施涨价，部分机型涨幅高达500元。面对外界关于小米手机为何尚未涨价的疑问，小米集团合伙人及手机部总裁卢伟冰在近日的投资者电话会议上给出了明确回应。 卢伟冰表示，小米的产品线非常多元化，涵盖手机、平板、PC、汽车和家电等多个领域，因此公司目前仍有能力通过内部调节来抗住上涨的成本压力。他强调：“内存涨价的速度和力度超出了市场预期，但我们的多元化布局使不同品类受到的成本冲击程度不一，这为公司提供了战略缓冲空间。” 具体来看，内存成本在不同产品中的占比决定了其受到的影响程度。手机、平板和笔记本电脑受到了较大冲击，而智能汽车和IoT及智能家电类产品的影响相对较小。卢伟冰坦言，若完全不向消费者转嫁上涨的成本，企业将难以维持正常经营。尽管小米也面临巨大压力，但公司仍会努力在内部消化成本，还可以自己去抗。只有在确实无法承受时才会考虑提价，并希望消费者能给予理解。 此外，卢伟冰指出，小米具备多重核心优势来应对当前的涨价潮。首先，公司的多元化产品线分散了单一品类的集中风险；其次，小米与全球主要内存供应商签署了长期供货合同，避免了断供隐忧；最重要的是，小米基于此前的预判，提前进行了大规模备货，目前库存充裕，使得小米在短期内拥有明显的成本优势和供货保障。 尽管小米目前以内部消化为主，卢伟冰也诚恳地表示，若外部压力持续增大，未来不排除会有调价动作。他认为，存储芯片的涨价周期终将结束，各品类将迎来产业结构的重塑，而艰难的外部环境往往是企业进行技术创新的催化剂。这不仅是一场成本挑战，更是推动产业升级与创新的重要机遇。依托于稳固的供应链关系和充足的备货，小米将利用这一窗口期进一步优化产品结构，通过技术手段对冲成本上升带来的经营风险。\n\n\n海量资讯、精准解读，尽在新浪财经APP","news_type":1,"symbols_score_info":{"81810":0.6,"01810":1.96,"XIACY":1.96,"HXXD.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":546194910229384,"gmtCreate":1774357726975,"gmtModify":1774357729663,"author":{"id":"4201727578330582","authorId":"4201727578330582","name":"看看我的钱","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4201727578330582","idStr":"4201727578330582"},"themes":[],"title":"","htmlText":"这业绩还震不住空头啊？那就融券被回购吧，获利盘已经很少，愿意受影响割肉的也不会多","listText":"这业绩还震不住空头啊？那就融券被回购吧，获利盘已经很少，愿意受影响割肉的也不会多","text":"这业绩还震不住空头啊？那就融券被回购吧，获利盘已经很少，愿意受影响割肉的也不会多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/546194910229384","repostId":"1106888162","repostType":2,"repost":{"id":"1106888162","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":1774344430,"share":"https://www.laohu8.com/m/news/1106888162?lang=zh_CN&edition=full","pubTime":"2026-03-24 17:27","market":"hk","language":"zh","title":"小米Q4营收1169亿元，创历史新高！汽车及AI创新业务全年营收同比大增223.8%","url":"https://stock-news.laohu8.com/highlight/detail?id=1106888162","media":"老虎资讯综合","summary":"小米集团全年营收4572.9亿元，预估4607.9亿元；调整后净利润391.7亿元，预估391.2亿元>>","content":"<html><head></head><body><p>3月24日，小米集团发布2025年第四季度及全年业绩。财报显示，第四季度营收1169亿元，创上市以来新高。集团毛利率20.8%，同比小幅提升。同期小米研发投入96亿元，同比增长29.1%，创历史新高。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1cd9e052347077e598521acf2dbdee61\" title=\"\" tg-width=\"1089\" tg-height=\"441\"/></p><p>财报显示，小米集团全年营收4572.9亿元，预估4607.9亿元；调整后净利润391.7亿元，预估391.2亿元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9034f76d9491482346624c0bb08d4e25\" title=\"\" tg-width=\"1101\" tg-height=\"366\"/></p><p>2025年，“手机×AIoT”分部收入为人民币3,512亿元，同比增长5.4%；“智能电动汽车及AI等创新业务”分部收入为人民币1,061亿元，同比增长223.8%。</p><p>2025年共交付411,082辆新车，交付量同比增长200.4%。2025年第四季度，共交付145,115辆新车，交付量同比增长108.2%。2025年，在中国大陆地区销售价人民币20万元以上的轿车中，Xiaomi SU 7系列销量排名第一；截至2026年2月，Xiaomi YU 7系列达成连续7个月在中国大陆地区中大型SUV销量排名第一。2026年，将全力冲刺交付55万辆小米汽车的目标。</p><p>2025年，公司研发开支达到人民币331亿元，同比增长37.8%。截至2025年12月31日，研发人员数创历史新高，达25,457人。此外，公司预估自2026年开始，未来五年累计研发开支将超过人民币2,000亿元。</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Q4营收1169亿元，创历史新高！汽车及AI创新业务全年营收同比大增223.8%</title>\n<style 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}\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Q4营收1169亿元，创历史新高！汽车及AI创新业务全年营收同比大增223.8%\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\">2026-03-24 17:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月24日，小米集团发布2025年第四季度及全年业绩。财报显示，第四季度营收1169亿元，创上市以来新高。集团毛利率20.8%，同比小幅提升。同期小米研发投入96亿元，同比增长29.1%，创历史新高。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1cd9e052347077e598521acf2dbdee61\" title=\"\" tg-width=\"1089\" tg-height=\"441\"/></p><p>财报显示，小米集团全年营收4572.9亿元，预估4607.9亿元；调整后净利润391.7亿元，预估391.2亿元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9034f76d9491482346624c0bb08d4e25\" title=\"\" tg-width=\"1101\" tg-height=\"366\"/></p><p>2025年，“手机×AIoT”分部收入为人民币3,512亿元，同比增长5.4%；“智能电动汽车及AI等创新业务”分部收入为人民币1,061亿元，同比增长223.8%。</p><p>2025年共交付411,082辆新车，交付量同比增长200.4%。2025年第四季度，共交付145,115辆新车，交付量同比增长108.2%。2025年，在中国大陆地区销售价人民币20万元以上的轿车中，Xiaomi SU 7系列销量排名第一；截至2026年2月，Xiaomi YU 7系列达成连续7个月在中国大陆地区中大型SUV销量排名第一。2026年，将全力冲刺交付55万辆小米汽车的目标。</p><p>2025年，公司研发开支达到人民币331亿元，同比增长37.8%。截至2025年12月31日，研发人员数创历史新高，达25,457人。此外，公司预估自2026年开始，未来五年累计研发开支将超过人民币2,000亿元。</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":"1106888162","content_text":"3月24日，小米集团发布2025年第四季度及全年业绩。财报显示，第四季度营收1169亿元，创上市以来新高。集团毛利率20.8%，同比小幅提升。同期小米研发投入96亿元，同比增长29.1%，创历史新高。财报显示，小米集团全年营收4572.9亿元，预估4607.9亿元；调整后净利润391.7亿元，预估391.2亿元。2025年，“手机×AIoT”分部收入为人民币3,512亿元，同比增长5.4%；“智能电动汽车及AI等创新业务”分部收入为人民币1,061亿元，同比增长223.8%。2025年共交付411,082辆新车，交付量同比增长200.4%。2025年第四季度，共交付145,115辆新车，交付量同比增长108.2%。2025年，在中国大陆地区销售价人民币20万元以上的轿车中，Xiaomi SU 7系列销量排名第一；截至2026年2月，Xiaomi YU 7系列达成连续7个月在中国大陆地区中大型SUV销量排名第一。2026年，将全力冲刺交付55万辆小米汽车的目标。2025年，公司研发开支达到人民币331亿元，同比增长37.8%。截至2025年12月31日，研发人员数创历史新高，达25,457人。此外，公司预估自2026年开始，未来五年累计研发开支将超过人民币2,000亿元。","news_type":1,"symbols_score_info":{"01810":2,"XIACY":2}},"isVote":1,"tweetType":1,"viewCount":57,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":546018080646664,"gmtCreate":1774314592202,"gmtModify":1774314594517,"author":{"id":"4201727578330582","authorId":"4201727578330582","name":"看看我的钱","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4201727578330582","idStr":"4201727578330582"},"themes":[],"title":"","htmlText":"小米电器远程控制确实方便","listText":"小米电器远程控制确实方便","text":"小米电器远程控制确实方便","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/546018080646664","repostId":"2621051397","repostType":2,"repost":{"id":"2621051397","kind":"news","pubTimestamp":1774266600,"share":"https://www.laohu8.com/m/news/2621051397?lang=zh_CN&edition=full","pubTime":"2026-03-23 19:50","market":"us","language":"zh","title":"小米，正在敲响美的、格力、海尔的警钟","url":"https://stock-news.laohu8.com/highlight/detail?id=2621051397","media":"亿欧网","summary":"小米大家电悄然成为“主角”誓要踢掉美的、格力其中一家？小米大家电的增长势头已引起对手们的“警觉”。2025年8月，格力电器市场总监朱磊在微博发文，反击“小米空调线上份额超越格力”的说法。尽管称“小米空调超越格力”言之尚早，但不可否认的是，以空调为代表的小米大家电，正在打破由美的、格力、海尔等传统家电龙头构筑的竞争格局。","content":"<html><body><div>\n<div><img cms-height=\"297.031\" cms-width=\"578\" src=\"http://n.sinaimg.cn/spider20260323/35/w1080h555/20260323/c50c-b401cace630ac5e290c159b8cc5c0d89.jpg\"/><span></span></div><p cms-style=\"font-L\">打穿行业，重新洗牌</p><p cms-style=\"font-L align-right\">作者丨王圆磊</p><p cms-style=\"font-L\">喊话美的、对战格力......<a href=\"https://laohu8.com/S/XIACY\">小米</a>对“老大哥们”拳打脚踢。</p><p cms-style=\"font-L\">传统家电巨头们积极迎战<a href=\"https://laohu8.com/S/01810\">小米</a>。“没想到老大哥们对<a href=\"https://laohu8.com/S/81810\">小米</a>这么重视，下起手来还非常重。”2025年8月，小米集团总裁卢伟冰称。</p><p cms-style=\"font-L\">在中国众多科技企业中，小米称得上是一朵奇葩，创始人IP与公司高度绑定，在核心业务手机取得巨大的商业成绩后，又成功开辟出智能网联汽车第二增长曲线，并打破全球汽车工业增长纪录。</p><p cms-style=\"font-L\">尤其值得一提的是，近两年大家电业务也开始“起飞”。</p><p cms-style=\"font-L\">在传统家电厂商都在苦战之际，小米大家电轻轻松松便完成了增长KPI，实现了量价齐升，表现出的“松弛感”值得分析。</p><div><img cms-height=\"59.9844\" cms-width=\"661\" src=\"http://n.sinaimg.cn/spider20260323/378/w1080h98/20260323/21d6-4f6c036c7160478c2d1cea05f4081c98.jpg\"/><span></span></div><p cms-style=\"font-L align-Center\"><font cms-style=\"font-L strong-Bold align-Center color210\">小米大家电悄然成为“主角”</font></p><p cms-style=\"font-L align-Center\"><font cms-style=\"font-L strong-Bold align-Center color210\">誓要踢掉美的、格力其中一家？</font></p><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">小米是极少数在家电行业大盘下行情况下实现逆势增长的企业</font><font cms-style=\"font-L\">。</font></p><p cms-style=\"font-L\">先来看大盘。虽然有智能家电的推动，但受消费信心偏弱、房地产市场调整等诸多因素影响，总体上家电市场依然连年承压，且至今仍未出现扭转迹象。</p><p cms-style=\"font-L\">全国家用电器工业信息中心数据显示，2025年中国家电内销市场规模为8461亿元，同比下降0.1%。</p><p cms-style=\"font-L\">相比于内销市场，出口压力明显更大。海关总署数据显示，2025年全年家电出口额6888.5亿元，同比下降3.9%。</p><p cms-style=\"font-L\"><font cms-style=\"font-L\"><font cms-style=\"font-L\">反映在企业上，</font></font><font cms-style=\"font-L\"><font cms-style=\"font-L\">行业两级分化已愈发明显——</font><font cms-style=\"font-L strong-Bold color210\">行业TOP级玩家尚能支撑，但行业中腰部及以下阵营大多数深陷泥潭。但即使这样，家电龙头们的日子也压力山大</font><font cms-style=\"font-L\">。</font></font></p><p cms-style=\"font-L\"><font cms-style=\"font-L\"><font cms-style=\"font-L\">以<span><a href=\"https://laohu8.com/S/600690\">海尔智家</a></span><span></span>为例，</font></font><font cms-style=\"font-L\"><font cms-style=\"font-L\">2024年上半年，<a href=\"https://laohu8.com/S/06690\">海尔智家</a>归母净利润104.2亿元，同比增长16.3%。到了2025年上半年，海尔智家归母净利润为120.33亿元，同比增长已降至15.6%。</font></font></p><p cms-style=\"font-L\"><font cms-style=\"font-L\"><font cms-style=\"font-L\"><span><a href=\"https://laohu8.com/S/000651\">格力电器</a></span><span></span>也是类似表现，2024年上半年，格力电器</font></font><font cms-style=\"font-L\"><font cms-style=\"font-L\"><font cms-style=\"font-L\">归母净利润141.36亿元，同比增长11.54%。</font></font><font cms-style=\"font-L\"><font cms-style=\"font-L\">2025年上半年，格力电器归母净利润为144.12亿元，仅同比增长1.95%。</font></font></font></p><p cms-style=\"font-L\">与老牌厂商相比，小米大家电业务起步较晚，且在集团内部并不如手机、汽车等亮眼，甚至在外界看来，小米大家电远不如后两者更有想象力。</p><p cms-style=\"font-L\">和外界感知形成巨大反差的是，从增速上看，小米大家电业务增速甚至超过了小米手机。</p><p cms-style=\"font-L\"><font cms-style=\"font-L\">具体到财务数据上，</font><font cms-style=\"font-L strong-Bold color210\">2025年上半年，小米智能大家电收入创历史新高，同比增长78.1%</font><font cms-style=\"font-L\">。</font></p><p cms-style=\"font-L\">其中，空调产品出货量超过680万台，同比增速超过60%。冰箱产品出货量超160万台，同比增速超过40%。洗衣机产品出货量超130万台，同比增速超过70%。</p><p cms-style=\"font-L\">“冰空洗”三大“白电”产品增速非常可观，这也直接推动了小米IoT与生活消费产品板块业务的增长。2025年上半年，该业务板块收入增长至711亿元，较2024年上半年的471亿元，同比大幅增加50.96%。</p><p cms-style=\"font-L\"><font cms-style=\"font-L\"><font cms-style=\"font-L\">小米大家电的增长势头已引起对手们的“警觉”。</font></font><font cms-style=\"font-L\"><font cms-style=\"font-L\">格力是反抗最强烈的品牌之一。</font></font></p><p cms-style=\"font-L\">2025年8月，格力电器市场总监朱磊在微博发文，反击“小米空调线上份额超越格力”的说法。多方进行了反复拉扯。</p><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold color210\">尽管称“小米空调超越格力”言之尚早，但不可否认的是，以空调为代表的小米大家电，正在打破由美的、格力、海尔等传统家电龙头构筑的竞争格局</font><font cms-style=\"font-L\">。</font></p><p cms-style=\"font-L\">众所周知，小米在打造畅销产品上颇有经验。首先精准切入市场空缺价位段，再通过互联网营销，依靠产品超高颜值，号召庞大的“米粉”群体，趁机以低价占领市场，迅速拉升产品销量。</p><p cms-style=\"font-L\">值得一提的是，小米智能家电工厂的投产，又将极大地提升小米的“战斗力”。小米自建工厂后，将补齐最后一块生产短板，完整打通“设计、研发、生产、验证”闭环。</p><p cms-style=\"font-L\"><font cms-style=\"font-L\">此时，</font><font cms-style=\"font-L\">小米的战略将从“量变走向质变”，即完成市占率的抢攻后，逐渐开始用户和产品的分层，走向高端化</font><font cms-style=\"font-L\">。</font></p><div><img cms-height=\"282.156\" cms-width=\"661\" src=\"http://n.sinaimg.cn/spider20260323/741/w1080h461/20260323/9e8c-140edaae8038bf08b8dbfe8cc939b905.jpg\"/><span>小米智能家电工厂，每6.5秒下线一台空调</span></div><p cms-style=\"font-L\"><font cms-style=\"font-L\">2025年10月，在小米智能家电工厂投产仪式上，卢伟冰称，</font><font cms-style=\"font-L strong-Bold color210\">未来五年小米大家电业务将冲刺千亿规模，到2030年空调业务目标在中国市场数一数二</font><font cms-style=\"font-L\">。</font></p><p cms-style=\"font-L\"><font cms-style=\"font-L\">小米战书已下。目前，</font><font cms-style=\"font-L strong-Bold\">中国空调市场头两把交椅属于美的、格力</font><font cms-style=\"font-L\">，这就意味着，</font><font cms-style=\"font-L strong-Bold\">其中一家将被小米踢掉</font><font cms-style=\"font-L\">。</font></p><div><img cms-height=\"61.4375\" cms-width=\"677\" src=\"http://n.sinaimg.cn/spider20260323/378/w1080h98/20260323/21d6-4f6c036c7160478c2d1cea05f4081c98.jpg\"/><span></span></div><p cms-style=\"font-L align-Center\"><font cms-style=\"font-L strong-Bold align-Center color210\">背靠生态</font></p><p cms-style=\"font-L align-Center\"><font cms-style=\"font-L strong-Bold align-Center color210\">小米抢攻巨头硬核阵地</font></p><p cms-style=\"font-L\"><font cms-style=\"font-L\">除了增速以外，高端化是小米大家电的一大看点。此前，小米大家电部总经理单联瑜曾表示，</font><font cms-style=\"font-L strong-Bold color210\">高端化意味着能力建设，怎么让产品看上去贵有贵的道理，它值这个钱，这是小米一定要做的事情</font><font cms-style=\"font-L\">。</font></p><p cms-style=\"font-L\"><font cms-style=\"font-L\"><font cms-style=\"font-L\">亿欧认为，高端至少要具备四层要素，首先是</font></font><font cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">智能化</font><font cms-style=\"font-L\">，这也是与传统家电根本区别所在。二是</font><font cms-style=\"font-L strong-Bold\">品质可控</font><font cms-style=\"font-L\">，企业要拥有自主可控的全链路控制能力。三是影响</font><font cms-style=\"font-L strong-Bold\">用户心智</font><font cms-style=\"font-L\">，打造高端品牌形象。最终，将</font><font cms-style=\"font-L strong-Bold\">体现在价格上</font><font cms-style=\"font-L\">，定价是产品竞争力的直观体现。</font></font></p><p cms-style=\"font-L\">高端化的战略价值显而易见。拥有更高的品牌溢价和毛利率，可直接改善利润结构，摆脱低端的价格战泥潭。更重要的是，只有占据高端市场，企业才有资格参与行业标准的制定，从“跟随者”成为“引领者”。</p><p cms-style=\"font-L\">在大家电高端化方面，小米与美的、海尔等传统厂商的实现路径有所不同，传统巨头主要依靠深耕多年的渠道与品牌优势。</p><p cms-style=\"font-L\">比如海尔卡萨帝，经过二十年深耕积累了强大的品牌认知。GfK中怡康数据显示，2025年10月，卡萨帝冰箱、洗衣机在1万以上价位段市占率分别达43%、76%，空调在1.5万以上价位段份额达60.8%。</p><p cms-style=\"font-L\"><font cms-style=\"font-L\">小米在实现家电高端化上，重要一招便是</font><font cms-style=\"font-L strong-Bold\">打造AI家电，通过AI介入家电智能化，重构高端生活体验</font><font cms-style=\"font-L\">。眼下，肉眼可见的趋势是，AI正在助推家电行业从产品竞争迈向生态竞争。</font></p><p cms-style=\"font-L\"><font cms-style=\"font-L\">毫无疑问，</font><font cms-style=\"font-L strong-Bold color210\">在生态这片阵地上，这是小米的主场</font><font cms-style=\"font-L\">。</font></p><p cms-style=\"font-L\">长期以来，“生态”“平台”都是商业世界中被频繁提及的“性感”词汇，大公司都在拼命打造生态，也都声称自己是平台型企业。</p><p cms-style=\"font-L\">但现实是，真正具备生态能力的企业少之又少。</p><p cms-style=\"font-L\">大约十年前，贾跃亭向公众描述一个又一个庞大的乐视生态故事，电视、手机、汽车、体育、影视……每一个业务都让人“热泪盈眶”。然而，靠概念驱动、靠资本喂养的乐视生态终究未能迎来<a href=\"https://laohu8.com/S/600303\">曙光</a>。</p><p cms-style=\"font-L\">雷军要比贾跃亭技高一筹，小米凭借在供应链上的话语权、渠道和品牌优势，以最原始的做生意的逻辑，帮助生态链企业迅速做大，数百家公司组成了一张庞大的生态网。</p><p cms-style=\"font-L\">商业世界从不缺少后来者，在小米之后，追觅科技凭借技术复利疯狂扩张，创始人俞浩声称要当世界首富，追觅科技要成为人类历史上第一家百万亿美元企业。</p><p cms-style=\"font-L\">从乐视到小米再到追觅，演绎了中国科技企业构建生态的升级路径：从资本到产品，再到技术。当然，这是个略显复杂的研究对象，本文不再展开。</p><p cms-style=\"font-L\"><font cms-style=\"font-L\">要明确的是，</font><font cms-style=\"font-L strong-Bold color210\">小米是目前极少数生态能力最强的科技企业之一，已<a href=\"https://laohu8.com/S/01630\">建成</a>全球最大的消费级物联网平台</font><font cms-style=\"font-L\">。</font></p><p cms-style=\"font-L\">而大家电，正是小米“人、车、家生态”战略中极其重要的一环。</p><p cms-style=\"font-L\"><font cms-style=\"font-L\">据卢伟冰介绍，</font><font cms-style=\"font-L strong-Bold\">截至2025年底，小米全球月活用户达到7.42亿，AIoT平台连接设备数达10.4亿，硬件合作伙伴数量突破1.5万家</font><font cms-style=\"font-L\">。</font></p><p cms-style=\"font-L\">以生态联动智能，实现人、车、家的互联互通，从而提升大家电的高端化、智能化体验，小米已逐渐探索出新路子。</p><div><img cms-height=\"59.9844\" cms-width=\"661\" src=\"http://n.sinaimg.cn/spider20260323/378/w1080h98/20260323/21d6-4f6c036c7160478c2d1cea05f4081c98.jpg\"/><span></span></div><p cms-style=\"font-L align-Center\"><font cms-style=\"font-L strong-Bold align-Center color210\">打通“最后一公里”</font></p><p cms-style=\"font-L align-Center\"><font cms-style=\"font-L strong-Bold align-Center color210\">行业亟需破壁者</font></p><p cms-style=\"font-L\">对于用户来说，智能化是选择家电产品的一大指标。要在一个平台上操作不同设备，更便捷省事、更节能省电、更绿色环保、更好满足个性化需求，这些都需要企业持续攻关，要求品牌以生态思维打造全屋智能。</p><p cms-style=\"font-L\"><font cms-style=\"font-L\">全屋智能并非新话题，亿欧认为，其核心是让设备具备主动感知的能力，实现“无感化”的智能体验。至少要具备三大能力，一是</font><font cms-style=\"font-L strong-Bold\">设备间的无缝互联</font><font cms-style=\"font-L\">，打破品牌壁垒。二是</font><font cms-style=\"font-L strong-Bold\">AI技术深度介入</font><font cms-style=\"font-L\">。三是</font><font cms-style=\"font-L strong-Bold\">场景化、生态化的整体解决方</font><font cms-style=\"font-L\">案，而非单品的堆砌。</font></p><p cms-style=\"font-L\">但现实情况是，要实现这个目标绝非易事。</p><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">突出问题便是协议碎片化</font><font cms-style=\"font-L\">。表面上看，美的、海尔等企业都声称能提供全套解决方案，但都存在缺陷。传统集成方案通常支持单一协议类型，用户使用不同品牌产品需要多个控制中枢，要在不同设备间切换才能体验到“手搓版”智能化。</font></p><p cms-style=\"font-L\">每家企业都希望用户使用自己的产品，存在“障碍”便在情理之中，真正实现互联互通注定是一条漫长的路。企业各怀心思，在技术、行标等方面都需要进一步努力。</p><p cms-style=\"font-L\"><font cms-style=\"font-L\">相比而言，</font><font cms-style=\"font-L strong-Bold color210\">小米的优势在于更丰富的产品线</font><font cms-style=\"font-L\">，智能手机、智能汽车、“冰空洗”科技家电，以及各类智能硬件产品，组成了庞大的生态链。AIoT平台连接的10.4亿设备，覆盖200多个产品，可实现跨品类的无缝协同。</font></p><p cms-style=\"font-L\">这正是传统家电品牌在短期内难以企及的优势。</p><p cms-style=\"font-L\">当然，小米大家电产品并非没有短板。</p><p cms-style=\"font-L\"><font cms-style=\"font-L\">一方面，小米大家电主要</font><font cms-style=\"font-L\">依赖线上和小米之家，</font><font cms-style=\"font-L strong-Bold\">线下场景渗透率有待进一步提高</font><font cms-style=\"font-L\">。再者，</font><font cms-style=\"font-L strong-Bold\">售后体系仍需持续完善。</font><font cms-style=\"font-L\">这也是小米需要重点“补课”的。</font></p><p cms-style=\"font-L\">更关键的是，在打造高端品牌形象上，海尔、美的、<a href=\"https://laohu8.com/S/01070\">TCL</a>、海信等拥有更加深厚的技术和品牌积累，小米要占领高端市场显然无法一蹴而就。</p><p cms-style=\"font-L\">过去，消费者对小米的认知普遍是“性价比”，很难将小米空调、小米洗衣机和“高端”联系在一起。如前文所述，价格是最直观的体现。以3匹家用立式空调为例，小米售价约5千元，而海尔卡萨帝则售价1万元以上。</p><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold color210\">如何扭转消费者认知，让外界认为小米大家电也是高端品牌、高端产品，这是小米要做的事</font><font cms-style=\"font-L\">。当然，这需要小米踏实钻研技术，实实在在提升产品质量。</font></p><p cms-style=\"font-L\">从“轻资产”到“重制造”，从“性价比”到冲刺“高端化”，从布局国内到走向海外，小米大家电用互联网思维改造传统渠道，成为中国制造业升级的一个典型案例。</p><p cms-style=\"font-L\">无论如何，小米都将成为家电行业转型期值得观察的样本，对于传统家电巨头们来说都是值得警惕的事。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n</div></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\" content=\"telephone=no,email=no,address=no\" />\n<title>小米，正在敲响美的、格力、海尔的警钟</title>\n<style 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}\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，正在敲响美的、格力、海尔的警钟\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-23 19:50 北京时间 <a href=https://finance.sina.com.cn/stock/relnews/hk/2026-03-23/doc-inhrysxr4031917.shtml><strong>亿欧网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>打穿行业，重新洗牌作者丨王圆磊喊话美的、对战格力......小米对“老大哥们”拳打脚踢。传统家电巨头们积极迎战小米。“没想到老大哥们对小米这么重视，下起手来还非常重。”2025年8月，小米集团总裁卢伟冰称。在中国众多科技企业中，小米称得上是一朵奇葩，创始人IP与公司高度绑定，在核心业务手机取得巨大的商业成绩后，又成功开辟出智能网联汽车第二增长曲线，并打破全球汽车工业增长纪录。尤其值得一提的是，...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/relnews/hk/2026-03-23/doc-inhrysxr4031917.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","SG9999001093.SGD":"United Greater China Fund A Acc SGD","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","LU2087589342.USD":"BGF ASIAN MULTI-ASSET INCOME \"A6\" (USD) INC","LU0823041008.USD":"AMUNDI FUNDS EMERGING WORLD EQUITY \"A2\" (USD) ACC","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","LU0823038988.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS \"A2\" (USD) ACC","LU1282648689.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AMG\" (USD) INC","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","LU0463099449.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) ACC","LU0823039010.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS \"A2\" (USD) INC","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY 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ACC"},"source_url":"https://finance.sina.com.cn/stock/relnews/hk/2026-03-23/doc-inhrysxr4031917.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2621051397","content_text":"打穿行业，重新洗牌作者丨王圆磊喊话美的、对战格力......小米对“老大哥们”拳打脚踢。传统家电巨头们积极迎战小米。“没想到老大哥们对小米这么重视，下起手来还非常重。”2025年8月，小米集团总裁卢伟冰称。在中国众多科技企业中，小米称得上是一朵奇葩，创始人IP与公司高度绑定，在核心业务手机取得巨大的商业成绩后，又成功开辟出智能网联汽车第二增长曲线，并打破全球汽车工业增长纪录。尤其值得一提的是，近两年大家电业务也开始“起飞”。在传统家电厂商都在苦战之际，小米大家电轻轻松松便完成了增长KPI，实现了量价齐升，表现出的“松弛感”值得分析。小米大家电悄然成为“主角”誓要踢掉美的、格力其中一家？小米是极少数在家电行业大盘下行情况下实现逆势增长的企业。先来看大盘。虽然有智能家电的推动，但受消费信心偏弱、房地产市场调整等诸多因素影响，总体上家电市场依然连年承压，且至今仍未出现扭转迹象。全国家用电器工业信息中心数据显示，2025年中国家电内销市场规模为8461亿元，同比下降0.1%。相比于内销市场，出口压力明显更大。海关总署数据显示，2025年全年家电出口额6888.5亿元，同比下降3.9%。反映在企业上，行业两级分化已愈发明显——行业TOP级玩家尚能支撑，但行业中腰部及以下阵营大多数深陷泥潭。但即使这样，家电龙头们的日子也压力山大。以海尔智家为例，2024年上半年，海尔智家归母净利润104.2亿元，同比增长16.3%。到了2025年上半年，海尔智家归母净利润为120.33亿元，同比增长已降至15.6%。格力电器也是类似表现，2024年上半年，格力电器归母净利润141.36亿元，同比增长11.54%。2025年上半年，格力电器归母净利润为144.12亿元，仅同比增长1.95%。与老牌厂商相比，小米大家电业务起步较晚，且在集团内部并不如手机、汽车等亮眼，甚至在外界看来，小米大家电远不如后两者更有想象力。和外界感知形成巨大反差的是，从增速上看，小米大家电业务增速甚至超过了小米手机。具体到财务数据上，2025年上半年，小米智能大家电收入创历史新高，同比增长78.1%。其中，空调产品出货量超过680万台，同比增速超过60%。冰箱产品出货量超160万台，同比增速超过40%。洗衣机产品出货量超130万台，同比增速超过70%。“冰空洗”三大“白电”产品增速非常可观，这也直接推动了小米IoT与生活消费产品板块业务的增长。2025年上半年，该业务板块收入增长至711亿元，较2024年上半年的471亿元，同比大幅增加50.96%。小米大家电的增长势头已引起对手们的“警觉”。格力是反抗最强烈的品牌之一。2025年8月，格力电器市场总监朱磊在微博发文，反击“小米空调线上份额超越格力”的说法。多方进行了反复拉扯。尽管称“小米空调超越格力”言之尚早，但不可否认的是，以空调为代表的小米大家电，正在打破由美的、格力、海尔等传统家电龙头构筑的竞争格局。众所周知，小米在打造畅销产品上颇有经验。首先精准切入市场空缺价位段，再通过互联网营销，依靠产品超高颜值，号召庞大的“米粉”群体，趁机以低价占领市场，迅速拉升产品销量。值得一提的是，小米智能家电工厂的投产，又将极大地提升小米的“战斗力”。小米自建工厂后，将补齐最后一块生产短板，完整打通“设计、研发、生产、验证”闭环。此时，小米的战略将从“量变走向质变”，即完成市占率的抢攻后，逐渐开始用户和产品的分层，走向高端化。小米智能家电工厂，每6.5秒下线一台空调2025年10月，在小米智能家电工厂投产仪式上，卢伟冰称，未来五年小米大家电业务将冲刺千亿规模，到2030年空调业务目标在中国市场数一数二。小米战书已下。目前，中国空调市场头两把交椅属于美的、格力，这就意味着，其中一家将被小米踢掉。背靠生态小米抢攻巨头硬核阵地除了增速以外，高端化是小米大家电的一大看点。此前，小米大家电部总经理单联瑜曾表示，高端化意味着能力建设，怎么让产品看上去贵有贵的道理，它值这个钱，这是小米一定要做的事情。亿欧认为，高端至少要具备四层要素，首先是智能化，这也是与传统家电根本区别所在。二是品质可控，企业要拥有自主可控的全链路控制能力。三是影响用户心智，打造高端品牌形象。最终，将体现在价格上，定价是产品竞争力的直观体现。高端化的战略价值显而易见。拥有更高的品牌溢价和毛利率，可直接改善利润结构，摆脱低端的价格战泥潭。更重要的是，只有占据高端市场，企业才有资格参与行业标准的制定，从“跟随者”成为“引领者”。在大家电高端化方面，小米与美的、海尔等传统厂商的实现路径有所不同，传统巨头主要依靠深耕多年的渠道与品牌优势。比如海尔卡萨帝，经过二十年深耕积累了强大的品牌认知。GfK中怡康数据显示，2025年10月，卡萨帝冰箱、洗衣机在1万以上价位段市占率分别达43%、76%，空调在1.5万以上价位段份额达60.8%。小米在实现家电高端化上，重要一招便是打造AI家电，通过AI介入家电智能化，重构高端生活体验。眼下，肉眼可见的趋势是，AI正在助推家电行业从产品竞争迈向生态竞争。毫无疑问，在生态这片阵地上，这是小米的主场。长期以来，“生态”“平台”都是商业世界中被频繁提及的“性感”词汇，大公司都在拼命打造生态，也都声称自己是平台型企业。但现实是，真正具备生态能力的企业少之又少。大约十年前，贾跃亭向公众描述一个又一个庞大的乐视生态故事，电视、手机、汽车、体育、影视……每一个业务都让人“热泪盈眶”。然而，靠概念驱动、靠资本喂养的乐视生态终究未能迎来曙光。雷军要比贾跃亭技高一筹，小米凭借在供应链上的话语权、渠道和品牌优势，以最原始的做生意的逻辑，帮助生态链企业迅速做大，数百家公司组成了一张庞大的生态网。商业世界从不缺少后来者，在小米之后，追觅科技凭借技术复利疯狂扩张，创始人俞浩声称要当世界首富，追觅科技要成为人类历史上第一家百万亿美元企业。从乐视到小米再到追觅，演绎了中国科技企业构建生态的升级路径：从资本到产品，再到技术。当然，这是个略显复杂的研究对象，本文不再展开。要明确的是，小米是目前极少数生态能力最强的科技企业之一，已建成全球最大的消费级物联网平台。而大家电，正是小米“人、车、家生态”战略中极其重要的一环。据卢伟冰介绍，截至2025年底，小米全球月活用户达到7.42亿，AIoT平台连接设备数达10.4亿，硬件合作伙伴数量突破1.5万家。以生态联动智能，实现人、车、家的互联互通，从而提升大家电的高端化、智能化体验，小米已逐渐探索出新路子。打通“最后一公里”行业亟需破壁者对于用户来说，智能化是选择家电产品的一大指标。要在一个平台上操作不同设备，更便捷省事、更节能省电、更绿色环保、更好满足个性化需求，这些都需要企业持续攻关，要求品牌以生态思维打造全屋智能。全屋智能并非新话题，亿欧认为，其核心是让设备具备主动感知的能力，实现“无感化”的智能体验。至少要具备三大能力，一是设备间的无缝互联，打破品牌壁垒。二是AI技术深度介入。三是场景化、生态化的整体解决方案，而非单品的堆砌。但现实情况是，要实现这个目标绝非易事。突出问题便是协议碎片化。表面上看，美的、海尔等企业都声称能提供全套解决方案，但都存在缺陷。传统集成方案通常支持单一协议类型，用户使用不同品牌产品需要多个控制中枢，要在不同设备间切换才能体验到“手搓版”智能化。每家企业都希望用户使用自己的产品，存在“障碍”便在情理之中，真正实现互联互通注定是一条漫长的路。企业各怀心思，在技术、行标等方面都需要进一步努力。相比而言，小米的优势在于更丰富的产品线，智能手机、智能汽车、“冰空洗”科技家电，以及各类智能硬件产品，组成了庞大的生态链。AIoT平台连接的10.4亿设备，覆盖200多个产品，可实现跨品类的无缝协同。这正是传统家电品牌在短期内难以企及的优势。当然，小米大家电产品并非没有短板。一方面，小米大家电主要依赖线上和小米之家，线下场景渗透率有待进一步提高。再者，售后体系仍需持续完善。这也是小米需要重点“补课”的。更关键的是，在打造高端品牌形象上，海尔、美的、TCL、海信等拥有更加深厚的技术和品牌积累，小米要占领高端市场显然无法一蹴而就。过去，消费者对小米的认知普遍是“性价比”，很难将小米空调、小米洗衣机和“高端”联系在一起。如前文所述，价格是最直观的体现。以3匹家用立式空调为例，小米售价约5千元，而海尔卡萨帝则售价1万元以上。如何扭转消费者认知，让外界认为小米大家电也是高端品牌、高端产品，这是小米要做的事。当然，这需要小米踏实钻研技术，实实在在提升产品质量。从“轻资产”到“重制造”，从“性价比”到冲刺“高端化”，从布局国内到走向海外，小米大家电用互联网思维改造传统渠道，成为中国制造业升级的一个典型案例。无论如何，小米都将成为家电行业转型期值得观察的样本，对于传统家电巨头们来说都是值得警惕的事。\n\n\n海量资讯、精准解读，尽在新浪财经APP","news_type":1,"symbols_score_info":{"81810":0.6,"XIACY":1.96,"HXXD.SI":0.6,"01810":1.96}},"isVote":1,"tweetType":1,"viewCount":64,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":546014524637560,"gmtCreate":1774314398024,"gmtModify":1774314400427,"author":{"id":"4201727578330582","authorId":"4201727578330582","name":"看看我的钱","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4201727578330582","idStr":"4201727578330582"},"themes":[],"title":"","htmlText":"豪气，到底是谁在搞小米？","listText":"豪气，到底是谁在搞小米？","text":"豪气，到底是谁在搞小米？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/546014524637560","repostId":"1132507464","repostType":2,"repost":{"id":"1132507464","kind":"news","weMediaInfo":{"introduction":"港美股公告全覆盖","home_visible":1,"media_name":"公告速递","id":"1097772564","head_image":"https://community-static.tradeup.com/news/ed558ed0402cbe7d1ef4d1504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18:56","market":"hk","language":"zh","title":"小米集团-W：3月23日回购312.98万股，耗资约9999.49万港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1132507464","media":"公告速递","summary":"2026年3月23日，小米集团-W发布翌日披露报表，当日于香港联交所场内回购312.98万股B类普通股，占已发行股本约0.012%，每股价格介乎31.8港元至32.08港元，总涉资约9999.49万港元。同日，公司还根据股份计划授予及普通股购买协议，分别发行299,500股及980,184股B类普通股，发行价分别为2.7港元与52.64港元。至今已累计回购279,376,600股，占授权总数的1.08%。公告确认本次发行与回购均符合香港联交所上市规则及相关法律规定，公告由首席财务官林世伟签署。","content":"<p>2026年3月23日，小米集团-W（01810）发布翌日披露报表，当日于香港联交所场内回购312.98万股B类普通股，占已发行股本约0.012%，每股价格介乎31.8港元至32.08港元，总涉资约9999.49万港元。</p>\n<p>同日，公司还根据股份计划授予及普通股购买协议，分别发行299,500股及980,184股B类普通股，发行价分别为2.7港元与52.64港元。变动后，公司B类普通股数量增至21,458,105,898股。</p>\n<p>公司显示，其回购授权于2025年6月5日获得通过，可回购股份上限为2,594,916,968股。至今已累计回购279,376,600股，占授权总数的1.08%。</p>\n<p>公告确认本次发行与回购均符合香港联交所上市规则及相关法律规定，公告由首席财务官林世伟签署。</p>","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>小米集团-W：3月23日回购312.98万股，耗资约9999.49万港元</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; 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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小米集团-W：3月23日回购312.98万股，耗资约9999.49万港元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1097772564\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/ed558ed0402cbe7d1ef4d150458f2b2e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">公告速递 </p>\n<p class=\"h-time\">2026-03-23 18:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>2026年3月23日，小米集团-W（01810）发布翌日披露报表，当日于香港联交所场内回购312.98万股B类普通股，占已发行股本约0.012%，每股价格介乎31.8港元至32.08港元，总涉资约9999.49万港元。</p>\n<p>同日，公司还根据股份计划授予及普通股购买协议，分别发行299,500股及980,184股B类普通股，发行价分别为2.7港元与52.64港元。变动后，公司B类普通股数量增至21,458,105,898股。</p>\n<p>公司显示，其回购授权于2025年6月5日获得通过，可回购股份上限为2,594,916,968股。至今已累计回购279,376,600股，占授权总数的1.08%。</p>\n<p>公告确认本次发行与回购均符合香港联交所上市规则及相关法律规定，公告由首席财务官林世伟签署。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"01810":"小米集团-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132507464","content_text":"2026年3月23日，小米集团-W（01810）发布翌日披露报表，当日于香港联交所场内回购312.98万股B类普通股，占已发行股本约0.012%，每股价格介乎31.8港元至32.08港元，总涉资约9999.49万港元。\n同日，公司还根据股份计划授予及普通股购买协议，分别发行299,500股及980,184股B类普通股，发行价分别为2.7港元与52.64港元。变动后，公司B类普通股数量增至21,458,105,898股。\n公司显示，其回购授权于2025年6月5日获得通过，可回购股份上限为2,594,916,968股。至今已累计回购279,376,600股，占授权总数的1.08%。\n公告确认本次发行与回购均符合香港联交所上市规则及相关法律规定，公告由首席财务官林世伟签署。","news_type":1,"symbols_score_info":{"01810":1}},"isVote":1,"tweetType":1,"viewCount":21,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":544209002082416,"gmtCreate":1773889019338,"gmtModify":1773889021645,"author":{"id":"4201727578330582","authorId":"4201727578330582","name":"看看我的钱","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4201727578330582","idStr":"4201727578330582"},"themes":[],"title":"","htmlText":"董明珠你出来，你也搞一个AI大模型看看","listText":"董明珠你出来，你也搞一个AI大模型看看","text":"董明珠你出来，你也搞一个AI大模型看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/544209002082416","repostId":"2620294758","repostType":2,"repost":{"id":"2620294758","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":1773882904,"share":"https://www.laohu8.com/m/news/2620294758?lang=zh_CN&edition=full","pubTime":"2026-03-19 09:15","market":"nz","language":"zh","title":"雷军官宣全球开发者热议的“神秘模型”，小米“AI路线图”逐步明晰","url":"https://stock-news.laohu8.com/highlight/detail?id=2620294758","media":"华尔街见闻","summary":"全网热议的“神秘模型”终被小米认领！小米重磅发布万亿参数大模型MiMo-V2-Pro，性能跻身全球第八且成本优势显著。高盛发布研报力挺，称小米已正式步入AI成果兑现期，稳固“物理AI领导者”地位。尽管百亿级研发或致短期利润承压，但生态落地将驱动长期价值重塑，高盛维持“买入”评级看涨至41港元。","content":"<html><head></head><body><blockquote><p>全网热议的“神秘模型”终被小米认领！小米重磅发布万亿参数大模型MiMo-V2-Pro，性能跻身全球第八且成本优势显著。高盛发布研报力挺，称小米已正式步入AI成果兑现期，稳固“物理AI领导者”地位。尽管百亿级研发或致短期利润承压，但生态落地将驱动长期价值重塑，高盛维持“买入”评级看涨至41港元。</p></blockquote><p style=\"text-align: left;\">一度被全网猜测为DeepSeek V4的“神秘模型”，最终被小米“认领”。不仅平息了开发者社区的身份谜题，也让资本市场对小米的AI投入如何落地有了更清晰的参照系。</p><p style=\"text-align: left;\">近日一款名为Hunter Alpha的AI模型在开发者平台OpenRouter匿名上线，具备逾1万亿参数规模及100万token上下文窗口，发布后总调用量迅速登顶。因参数规格与外界流传的DeepSeek V4信息高度吻合，一度引发大规模猜测，就连龙虾之父Peter Steinberger也在X上发帖询问，有没有人知道模型的具体细节。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bd69d356dd66b83aa64b0ec430c787c1\" tg-width=\"606\" tg-height=\"366\"/></p><p style=\"text-align: left;\">小米以一次"官宣认领"终结了持续数日的猜测，3月19日凌晨，小米发布MiMo大模型系列“三连更”，包括旗舰基座大模型MiMo-V2-Pro，全模态Agent模型MiMo-V2-Omni，以及语音合成模型MiMo-V2-TTS。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8bbd35bf0ec8bece5538c3a7cb8c17c2\" tg-width=\"594\" tg-height=\"708\"/></p><p style=\"text-align: left;\">随后，小米创始人雷军在微博表示，小米刚发布万亿参数大模型Mimo-V2-Pro，并披露小米在AI领域"实际进展可能比大家看到的要快很多"，今年AI研发与资本投入将超过160亿。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/19ee1ee21e502b429caa0e6d84fc5cb3\" tg-width=\"610\" tg-height=\"595\"/></p><p style=\"text-align: left;\"><strong>对此，高盛在3月19日发布的研究报告中指出，此次三款旗舰模型的集中发布，标志着小米正从AI研发投入阶段迈向成果兑现阶段，其"物理AI领导者"的市场定位正逐步获得实质支撑。</strong>并维持对小米的"买入"评级，12个月目标价港币41元，较当前股价隐含约14%上行空间。</p><h2 id=\"id_1300115540\">小米三款模型重磅亮相</h2><p style=\"text-align: justify;\"><strong>Xiaomi MiMo-V2-Pro专为现实世界中高强度的Agent工作场景而打造</strong>。<strong>它拥有超过1T的总参数量（42B 激活参数），并支持1M超长上下文长度。</strong>在底层架构设计上，它继承了混合注意力机制，并且将混合比例从5:1大幅提升到了7:1，兼顾了超大规模与极高的推理效率。</p><p style=\"text-align: left;\">MiMo-V2-Omni定位为小米的全模态基础模型，整合了图像、视频及音频的多模态理解能力与强大的智能体能力。据高盛报告，该模型在音频理解、图像理解、视频理解及智能体能力等多项核心指标上，达到或超越Gemini 3 Pro、Claude Opus 4.6、Gemini 3及GPT-5.2的水平。</p><p style=\"text-align: left;\">MiMo-V2-TTS则面向语音智能体时代，提供高可控的多粒度风格控制、自然韵律复现及歌唱能力。高盛指出，其下一步目标包括扩展中英文以外的语言覆盖，并与MiMo-V2-Omni的多模态理解能力深度整合，使智能体能够以接近人类表达力的声音描述真实世界。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac83f5ccce93d1488b66f5b9f7b81502\" tg-width=\"1662\" tg-height=\"1080\"/></p><p style=\"text-align: left;\">三款模型已集成至WPS Office、小米手机及电脑上的miclaw智能体系统和小米浏览器。</p><h2 id=\"id_3893430346\">旗舰模型性能：全球第八，成本优势显著、专为Agent场景深度优化</h2><p style=\"text-align: left;\">MiMo-V2-Pro是此次发布的核心。该模型拥有逾1万亿总参数、420亿活跃参数及100万token上下文窗口，在全球大模型综合智能排行榜Artificial Analysis Intelligence Index上位列全球第八、中国模型第二，超越xAI Grok，仅次于Gemini 3.1 Pro Preview、GPT-5.4、GPT-5.3 Codex、Claude Opus 4.6、Claude Sonnet 4.6及GLM-5。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6de6458c3b8dceb3dd748aa90c821b0a\" tg-width=\"2560\" tg-height=\"707\"/></p><p style=\"text-align: left;\"><strong>高盛指出，成本效率是MiMo-V2-Pro的另一核心竞争力</strong>。据Artificial Analysis数据，运行该模型完成Intelligence Index测试的成本为348美元，较同榜单排名靠前的GLM-5低36%，较Claude Sonnet 4.6低90%；与Claude Opus 4.6和Claude Sonnet 4.6相比，MiMo-V2-Pro的token使用成本最高低80%。</p><p style=\"text-align: left;\">在训练效率方面，小米近期推出的ARL-Tangram系统已部署用于支持MiMo系列模型训练，该系统实现了平均动作完成时间提升4.3倍、强化学习训练速度最高提升1.5倍，以及外部资源节省最高达71%。</p><p style=\"text-align: left;\"><strong>值得一提的是，MiMo-V2-Pro 专为 Agent 场景深度优化。</strong>MiMo-V2-Pro 针对复杂多样的 Agent Scaffold 进行 SFT & RL，具备更强的工具调用与多步推理能力。在 OpenClaw 标准评测榜单 PinchBench、ClawEval 上，MiMo-V2-Pro 效果处于全球顶尖。同时，凭借 1M 的超长上下文窗口，MiMo-V2-Pro 能够从容支撑高强度的真实 Claw 复杂应用流。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1914add386b65e15063c0165bbf5e875\" tg-width=\"1137\" tg-height=\"1080\"/></p><h2 id=\"id_256265974\" style=\"text-align: left;\">AI路线图清晰化：从模型到生态的系统布局</h2><p style=\"text-align: left;\">高盛报告着重指出，此次发布并非孤立事件，而是小米加速将AI研发投入转化为实际成果的系统性推进的组成部分。</p><p style=\"text-align: left;\"><strong>在此之前，小米于今年2月发布了面向机器人推理与实时执行的视觉-语言-动作模型Xiaomi-Robotics-0，3月发布了AI智能体系统miclaw，并于3月19日同步推出搭载XLA认知模型的升级版辅助驾驶系统HAD，该模型整合了小米自研的跨具身基础模型MiMo-Embodied。</strong></p><p style=\"text-align: left;\">高盛为三款模型分别勾勒了明确的迭代方向：MiMo-V2-Pro的下一目标是攻克高复杂度推理与长周期任务规划；MiMo-V2-Omni的目标是实现跨小时乃至跨天的持续意图规划、实时流感知，以及通过机器人和手部执行动作；MiMo-V2-TTS则将向多语言扩展并深化与Omni的融合。</p><p style=\"text-align: left;\">高盛认为，凭借领先的多模态AI能力及"人车家"生态内丰富的智能体应用场景，小米具备捕获全球AI模型行业巨大市场空间的潜力，同时有望打造高溢价、差异化的消费级AI终端。</p><h2 id=\"id_428976604\" style=\"text-align: left;\">投入加码与估值逻辑：短期利润承压，长期价值重估</h2><p style=\"text-align: left;\">高盛预计，小米2026年研发支出将达400亿元人民币，高于2025年预估的322亿元，持续加码的投入将对近期利润形成拖累。财务数据显示，高盛预测小米2026年净利润（扣除特殊项目前）约为279亿元人民币，低于2025年预估的395亿元，对应2026年市盈率约27.4倍。</p><p style=\"text-align: left;\">尽管如此，高盛认为，持续的成果交付应推动市场将小米重新定价为拥有自研AI、操作系统及芯片能力的物理AI领导者，而非仅以近期市盈率衡量其价值。高盛维持买入评级，目标价港币41元，基于分类加总估值法，包括对小米核心业务采用16倍目标12个月远期EV/NOPAT，对小米电动车业务采用DCF估值（450亿美元），并施加10%控股折价。</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>雷军官宣全球开发者热议的“神秘模型”，小米“AI路线图”逐步明晰</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雷军官宣全球开发者热议的“神秘模型”，小米“AI路线图”逐步明晰\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-19 09:15 北京时间 <a href=https://wallstreetcn.com/articles/3767880><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全网热议的“神秘模型”终被小米认领！小米重磅发布万亿参数大模型MiMo-V2-Pro，性能跻身全球第八且成本优势显著。高盛发布研报力挺，称小米已正式步入AI成果兑现期，稳固“物理AI领导者”地位。尽管百亿级研发或致短期利润承压，但生态落地将驱动长期价值重塑，高盛维持“买入”评级看涨至41港元。一度被全网猜测为DeepSeek V4的“神秘模型”，最终被小米“认领”。不仅平息了开发者社区的身份谜题，...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3767880\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/aea2b9ab8a046974039715aed46d9985","relate_stocks":{"81810":"小米集团-WR","LU0499858602.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) ACC","LU1868838027.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"8\" (USD) ACC","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","LU0235996351.USD":"UBS (LUX) KEY SELECTION SICAV - ASIAN EQUITY (USD) \"P\" (USD) ACC","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","LU2226246903.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT4\" (HKD) ACC","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","LU0244354667.USD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" ACC","LU1956131251.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\"MD (USD) INC","XIACY":"小米集团ADR","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) 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GREATER CHINA EQUITY \"A\" ACC","01810":"小米集团-W","LU0117841782.USD":"JPM GREATER CHINA \"A\" (USD) INC","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A"},"source_url":"https://wallstreetcn.com/articles/3767880","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2620294758","content_text":"全网热议的“神秘模型”终被小米认领！小米重磅发布万亿参数大模型MiMo-V2-Pro，性能跻身全球第八且成本优势显著。高盛发布研报力挺，称小米已正式步入AI成果兑现期，稳固“物理AI领导者”地位。尽管百亿级研发或致短期利润承压，但生态落地将驱动长期价值重塑，高盛维持“买入”评级看涨至41港元。一度被全网猜测为DeepSeek V4的“神秘模型”，最终被小米“认领”。不仅平息了开发者社区的身份谜题，也让资本市场对小米的AI投入如何落地有了更清晰的参照系。近日一款名为Hunter Alpha的AI模型在开发者平台OpenRouter匿名上线，具备逾1万亿参数规模及100万token上下文窗口，发布后总调用量迅速登顶。因参数规格与外界流传的DeepSeek V4信息高度吻合，一度引发大规模猜测，就连龙虾之父Peter Steinberger也在X上发帖询问，有没有人知道模型的具体细节。小米以一次\"官宣认领\"终结了持续数日的猜测，3月19日凌晨，小米发布MiMo大模型系列“三连更”，包括旗舰基座大模型MiMo-V2-Pro，全模态Agent模型MiMo-V2-Omni，以及语音合成模型MiMo-V2-TTS。随后，小米创始人雷军在微博表示，小米刚发布万亿参数大模型Mimo-V2-Pro，并披露小米在AI领域\"实际进展可能比大家看到的要快很多\"，今年AI研发与资本投入将超过160亿。对此，高盛在3月19日发布的研究报告中指出，此次三款旗舰模型的集中发布，标志着小米正从AI研发投入阶段迈向成果兑现阶段，其\"物理AI领导者\"的市场定位正逐步获得实质支撑。并维持对小米的\"买入\"评级，12个月目标价港币41元，较当前股价隐含约14%上行空间。小米三款模型重磅亮相Xiaomi MiMo-V2-Pro专为现实世界中高强度的Agent工作场景而打造。它拥有超过1T的总参数量（42B 激活参数），并支持1M超长上下文长度。在底层架构设计上，它继承了混合注意力机制，并且将混合比例从5:1大幅提升到了7:1，兼顾了超大规模与极高的推理效率。MiMo-V2-Omni定位为小米的全模态基础模型，整合了图像、视频及音频的多模态理解能力与强大的智能体能力。据高盛报告，该模型在音频理解、图像理解、视频理解及智能体能力等多项核心指标上，达到或超越Gemini 3 Pro、Claude Opus 4.6、Gemini 3及GPT-5.2的水平。MiMo-V2-TTS则面向语音智能体时代，提供高可控的多粒度风格控制、自然韵律复现及歌唱能力。高盛指出，其下一步目标包括扩展中英文以外的语言覆盖，并与MiMo-V2-Omni的多模态理解能力深度整合，使智能体能够以接近人类表达力的声音描述真实世界。三款模型已集成至WPS Office、小米手机及电脑上的miclaw智能体系统和小米浏览器。旗舰模型性能：全球第八，成本优势显著、专为Agent场景深度优化MiMo-V2-Pro是此次发布的核心。该模型拥有逾1万亿总参数、420亿活跃参数及100万token上下文窗口，在全球大模型综合智能排行榜Artificial Analysis Intelligence Index上位列全球第八、中国模型第二，超越xAI Grok，仅次于Gemini 3.1 Pro Preview、GPT-5.4、GPT-5.3 Codex、Claude Opus 4.6、Claude Sonnet 4.6及GLM-5。高盛指出，成本效率是MiMo-V2-Pro的另一核心竞争力。据Artificial Analysis数据，运行该模型完成Intelligence Index测试的成本为348美元，较同榜单排名靠前的GLM-5低36%，较Claude Sonnet 4.6低90%；与Claude Opus 4.6和Claude Sonnet 4.6相比，MiMo-V2-Pro的token使用成本最高低80%。在训练效率方面，小米近期推出的ARL-Tangram系统已部署用于支持MiMo系列模型训练，该系统实现了平均动作完成时间提升4.3倍、强化学习训练速度最高提升1.5倍，以及外部资源节省最高达71%。值得一提的是，MiMo-V2-Pro 专为 Agent 场景深度优化。MiMo-V2-Pro 针对复杂多样的 Agent Scaffold 进行 SFT & RL，具备更强的工具调用与多步推理能力。在 OpenClaw 标准评测榜单 PinchBench、ClawEval 上，MiMo-V2-Pro 效果处于全球顶尖。同时，凭借 1M 的超长上下文窗口，MiMo-V2-Pro 能够从容支撑高强度的真实 Claw 复杂应用流。AI路线图清晰化：从模型到生态的系统布局高盛报告着重指出，此次发布并非孤立事件，而是小米加速将AI研发投入转化为实际成果的系统性推进的组成部分。在此之前，小米于今年2月发布了面向机器人推理与实时执行的视觉-语言-动作模型Xiaomi-Robotics-0，3月发布了AI智能体系统miclaw，并于3月19日同步推出搭载XLA认知模型的升级版辅助驾驶系统HAD，该模型整合了小米自研的跨具身基础模型MiMo-Embodied。高盛为三款模型分别勾勒了明确的迭代方向：MiMo-V2-Pro的下一目标是攻克高复杂度推理与长周期任务规划；MiMo-V2-Omni的目标是实现跨小时乃至跨天的持续意图规划、实时流感知，以及通过机器人和手部执行动作；MiMo-V2-TTS则将向多语言扩展并深化与Omni的融合。高盛认为，凭借领先的多模态AI能力及\"人车家\"生态内丰富的智能体应用场景，小米具备捕获全球AI模型行业巨大市场空间的潜力，同时有望打造高溢价、差异化的消费级AI终端。投入加码与估值逻辑：短期利润承压，长期价值重估高盛预计，小米2026年研发支出将达400亿元人民币，高于2025年预估的322亿元，持续加码的投入将对近期利润形成拖累。财务数据显示，高盛预测小米2026年净利润（扣除特殊项目前）约为279亿元人民币，低于2025年预估的395亿元，对应2026年市盈率约27.4倍。尽管如此，高盛认为，持续的成果交付应推动市场将小米重新定价为拥有自研AI、操作系统及芯片能力的物理AI领导者，而非仅以近期市盈率衡量其价值。高盛维持买入评级，目标价港币41元，基于分类加总估值法，包括对小米核心业务采用16倍目标12个月远期EV/NOPAT，对小米电动车业务采用DCF估值（450亿美元），并施加10%控股折价。","news_type":1,"symbols_score_info":{"81810":0.6,"XIACY":1.98,"HXXD.SI":0.6,"01810":1.98}},"isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":544192581264216,"gmtCreate":1773885081729,"gmtModify":1773885083979,"author":{"id":"4201727578330582","authorId":"4201727578330582","name":"看看我的钱","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4201727578330582","idStr":"4201727578330582"},"themes":[],"title":"","htmlText":"好样的，对空头动真格了","listText":"好样的，对空头动真格了","text":"好样的，对空头动真格了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/544192581264216","repostId":"2620232718","repostType":2,"repost":{"id":"2620232718","kind":"news","pubTimestamp":1773831025,"share":"https://www.laohu8.com/m/news/2620232718?lang=zh_CN&edition=full","pubTime":"2026-03-18 18:50","market":"sh","language":"zh","title":"小米集团-W(01810)3月18日斥资9999.97万港元回购285.04万股","url":"https://stock-news.laohu8.com/highlight/detail?id=2620232718","media":"智通财经","summary":"智通财经APP讯，小米集团-W(01810)发布公告，于2026年3月18日该公司斥资9999.97万港元回购285.04万股，回购价格为每股34.98-35.18港元。","content":"<html><body><p>智通财经APP讯，<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>(01810)发布公告，于2026年3月18日该公司斥资9999.97万港元回购285.04万股，回购价格为每股34.98-35.18港元。</p></body></html>","source":"stock_zhitongcaijing","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>小米集团-W(01810)3月18日斥资9999.97万港元回购285.04万股</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小米集团-W(01810)3月18日斥资9999.97万港元回购285.04万股\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-18 18:50 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1415511.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP讯，小米集团-W(01810)发布公告，于2026年3月18日该公司斥资9999.97万港元回购285.04万股，回购价格为每股34.98-35.18港元。</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1415511.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":{"81810":"小米集团-WR","LU0231483743.USD":"abrdn SICAV I - ALL CHINA SUSTAINABLE EQUITY \"A\" (USD) ACC","LU0149721374.USD":"HSBC GIF HONG KONG EQUITY \"AD\" INC","LU1719994722.HKD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (HKD) ACC","SG9999001093.SGD":"United Greater China Fund A Acc SGD","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","LU0823041008.USD":"AMUNDI FUNDS EMERGING WORLD EQUITY \"A2\" (USD) ACC","LU2087589342.USD":"BGF ASIAN MULTI-ASSET INCOME \"A6\" (USD) INC","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","LU0823038988.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS \"A2\" (USD) ACC","LU0463099449.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) ACC","LU1282648689.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AMG\" (USD) INC","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" 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19:07","market":"sh","language":"zh","title":"收起 @快乐男孩袁先生 ： 买手机的一个小插曲 前阵子换手机，去小米之家选手机，选手机时把旁边插在桌子上的另外一部手机...","url":"https://stock-news.laohu8.com/highlight/detail?id=2620374172","media":"段永平今天交易了什么","summary":"收起\n@快乐男孩袁先生\n：\n买手机的一个小插曲\n前阵子换手机，去小米之家选手机，选手机时把旁边插在桌子上的另外一部手机碰倒了，发了警报声，那个店长过来脸色不好就倒了我一顿霉(当然，可以理解为他添了麻烦)\n然后我扭头就去隔壁的OPPO买了部手机，体验舒服，没有被过度推荐和打扰，最近看了大道的投资问答录，我想这是不是就是企业文化在OPPO内部落实的要求非常严格。@大道无形我有型\n03-08 11:36 · 转发 10 · 讨论 261 · 赞","content":"<html><body><p><img src=\"https://static.tigerbbs.com/7ce958ca797939ebd003cf535cf19d10\"/></p>\n<p>收起</p>\n<p>@快乐男孩袁先生</p>\n<p>：</p>\n<p>买手机的一个小插曲</p>\n<p>前阵子换手机，去<a href=\"https://laohu8.com/S/XIACY\">小米</a>之家选手机，选手机时把旁边插在桌子上的另外一部手机碰倒了，发了警报声，那个店长过来脸色不好就倒了我一顿霉(当然，可以理解为他添了麻烦)</p>\n<p>然后我扭头就去隔壁的OPPO买了部手机，体验舒服，没有被过度推荐和打扰，最近看了大道的投资问答录，我想这是不是就是企业文化在OPPO内部落实的要求非常严格。@大道无形我有型</p>\n<p>03-08 11:36 · 转发 10 · 讨论 261 · 赞</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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收起 @快乐男孩袁先生 ： 买手机的一个小插曲 前阵子换手机，去小米之家选手机，选手机时把旁边插在桌子上的另外一部手机...\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1003763968\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8f5e7cba3670a5e793ae6a90ab6660f8);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">段永平今天交易了什么 </p>\n<p class=\"h-time\">2026-03-18 19:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p><img src=\"https://static.tigerbbs.com/7ce958ca797939ebd003cf535cf19d10\"/></p>\n<p>收起</p>\n<p>@快乐男孩袁先生</p>\n<p>：</p>\n<p>买手机的一个小插曲</p>\n<p>前阵子换手机，去<a href=\"https://laohu8.com/S/XIACY\">小米</a>之家选手机，选手机时把旁边插在桌子上的另外一部手机碰倒了，发了警报声，那个店长过来脸色不好就倒了我一顿霉(当然，可以理解为他添了麻烦)</p>\n<p>然后我扭头就去隔壁的OPPO买了部手机，体验舒服，没有被过度推荐和打扰，最近看了大道的投资问答录，我想这是不是就是企业文化在OPPO内部落实的要求非常严格。@大道无形我有型</p>\n<p>03-08 11:36 · 转发 10 · 讨论 261 · 赞</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","BK1521":"挪威政府全球养老基金持仓","LU0169518387.USD":"JPM ASIA EQUITY \"A\" 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ACC"},"source_url":"https://xueqiu.com/1247347556/378483912","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2620374172","content_text":"收起\n@快乐男孩袁先生\n：\n买手机的一个小插曲\n前阵子换手机，去小米之家选手机，选手机时把旁边插在桌子上的另外一部手机碰倒了，发了警报声，那个店长过来脸色不好就倒了我一顿霉(当然，可以理解为他添了麻烦)\n然后我扭头就去隔壁的OPPO买了部手机，体验舒服，没有被过度推荐和打扰，最近看了大道的投资问答录，我想这是不是就是企业文化在OPPO内部落实的要求非常严格。@大道无形我有型\n03-08 11:36 · 转发 10 · 讨论 261 · 赞","news_type":1,"symbols_score_info":{"81810":0.6,"HXXD.SI":0.6,"01810":1.87,"XIACY":1.87,"MIUmain":0.6}},"isVote":1,"tweetType":1,"viewCount":60,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}