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·
02-04
饱和狗太多了吧!风雨终将过去
腾讯、小米继续下跌，关注港股科技资产非理性下跌的修复机会
综合技术面、资金面动向，恒生科技、港股通科技等相关ETF或出现非理性下跌后的修复行情，即“一低位一拐点二催化”底部布局机会。一低位：去年10月以来，恒生互联网指数震荡回调，最新估值为23倍，无论纵向看历史分位，还是横向相比纳斯达克（35倍）和A股创业板指（43倍），都极具性价比；一拐点：由于小作文引发情绪恐慌，港股科技主要指数跌落年线（也称为“250日均线”）。
腾讯、小米继续下跌，关注港股科技资产非理性下跌的修复机会
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·
01-20
捞最后一笔就休吧
小米高管王腾创业公司“今日宜休”完成数千万种子轮融资
今日宜休成立于2026年，是由前小米高管王腾创办的新公司，目标是通过研发睡眠健康相关的产品，让大家能拥有更好的精力状态。公司日前宣布完成总规模为数千万元的种子轮融资，投资方包括高瓴创投（GL Ventures）、智元机器人、喜临门、云九资本等。
小米高管王腾创业公司“今日宜休”完成数千万种子轮融资
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·
01-02
小米机器人快赶上了，股价一飞冲天
小米汽车2025年12月交付量超过5万台
1月1日，小米汽车：2025年12月，小米汽车交付量超过5万台>>
小米汽车2025年12月交付量超过5万台
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·
2025-11-07
拉爆空头
小米，突发！
空头仓位大幅上升53%小米将于11月18日公布季度财报。过去几个月时间，小米股价持续受压，截至目前，离最高位回调已近30%。其中，小米手机出货量为4340万台，同比增长1%，市占率达14%，稳居全球前三。2025年9月底小米正式发布小米17系列手机，开售5分钟便刷新2025年国产新机全天销量与销售额纪录。在2025世界智能网联汽车大会上，雷军宣布小米汽车产品发布一年半，已交付40万台。随着小米汽车交付量提升，公司有望达成汽车业务单季盈亏平衡。
小米，突发！
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·
2025-08-28
班门弄大斧，卷是小米看家本领
小米空调遭“围攻”！老牌大厂掀价格战，小米无所谓？
跟小米打价格战？小米空调成立初期，确实是以价格优势来抢占市场，首款小米空调定价1999元杀入市场，并且融入米家IoT生态。自然风、上吹风、巨省电等特性成为主要卖点，而小米的空调价格也逐渐与一线品牌持平，性价比早已不是小米的唯一武器。
小米空调遭“围攻”！老牌大厂掀价格战，小米无所谓？
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·
2025-08-18
特朗普脑子差不多全坏了了吧，还有人理会啊
半导体关税风暴将至？特朗普宣称税率或高达300%
美国商务部已启动对半导体和制药业的调查。
半导体关税风暴将至？特朗普宣称税率或高达300%
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2025-07-15
这篇文章不错，转发给大家看看
黄仁勋来北京了？和雷军的合照被曝，二人笑意满满
7月14日，$英伟达$CEO黄仁勋与$小米$创始人雷军会面的照片曝光。受出口管制影响，英伟达一季度二季度累计损失135亿美元收入，因此黄仁勋来华一举一动都备受关注。此前，有消息称，黄仁勋将于近期第三次来华，并将于7月16日召开媒体沟通会。4月，黄仁勋再次来华，行程更为引人瞩目，他在接受采访时表示，中国大陆是英伟达非常重要的市场，希望能够继续合作。值得一提的是，黄仁勋与雷军的渊源颇深。
黄仁勋来北京了？和雷军的合照被曝，二人笑意满满
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·
2025-07-14
明天通通拉爆
每日卖空追踪 | 小米集团-W 07月14日卖空量成交358.24万股，卖空比例为4.89%
小米集团-W北京时间07月14日，跌0.09%，卖空量成交358.24万股%，较上一交易日减少65.69%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。
每日卖空追踪 | 小米集团-W 07月14日卖空量成交358.24万股，卖空比例为4.89%
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2025-07-07
$特斯拉(TSLA)$
马斯克不错，终于像个男人了，干翻特朗普这丫的，下跌是暂时的，有种就有希望
马斯克的“美国党”对特斯拉股票意味着什么？
周六，马斯克宣布成立“美国党”，此前他在X平台上发起了一项关于是否应创建新政党的投票。这一举动是在马斯克强烈反对总统唐纳德·特朗普签署的“一项伟大而美丽的法案”之后做出的。2025年上半年，特斯拉共售出约72.1万辆汽车，同比下降13%。特斯拉将于7月23日公布第二季度财报，届时的电话会议值得关注。艾夫斯预计特斯拉股价周一将承压。斯托克顿并不是在对特斯拉股票做基本面判断。
马斯克的“美国党”对特斯拉股票意味着什么？
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2025-07-07
黑子这是有多穷，多送几个外卖都不至于连买个路由器都挑刺，没有技术升级和通货膨胀概念吗？
非常抱歉，此主贴已删除
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11:23","market":"hk","language":"zh","title":"小米高管王腾创业公司“今日宜休”完成数千万种子轮融资","url":"https://stock-news.laohu8.com/highlight/detail?id=2604165367","media":"IT桔子","summary":"今日宜休成立于2026年，是由前小米高管王腾创办的新公司，目标是通过研发睡眠健康相关的产品，让大家能拥有更好的精力状态。公司日前宣布完成总规模为数千万元的种子轮融资，投资方包括高瓴创投（GL Ventures）、智元机器人、喜临门、云九资本等。","content":"<html><body><article><p>今日宜休成立于2026年，是由前<a href=\"https://laohu8.com/S/XIACY\">小米</a>高管王腾创办的新公司，目标是通过研发睡眠健康相关的产品，让大家能拥有更好的精力状态。公司日前宣布完成总规模为数千万元的种子轮融资，投资方包括高瓴创投（GL Ventures）、智元机器人、<a href=\"https://laohu8.com/S/603008\">喜临门</a>、云九资本等。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>小米高管王腾创业公司“今日宜休”完成数千万种子轮融资</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小米高管王腾创业公司“今日宜休”完成数千万种子轮融资\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-20 11:23 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260120112552a43f2e6d&s=b><strong>IT桔子</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今日宜休成立于2026年，是由前小米高管王腾创办的新公司，目标是通过研发睡眠健康相关的产品，让大家能拥有更好的精力状态。公司日前宣布完成总规模为数千万元的种子轮融资，投资方包括高瓴创投（GL Ventures）、智元机器人、喜临门、云九资本等。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260120112552a43f2e6d&s=b\">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","LU0823426480.USD":"法巴中国股票经典Dis","LU0348827113.USD":"ALLIANZ RCM CHINA \"AT\" ACC","LU0164880469.USD":"HSBC GIF HONG KONG EQUITY \"AC\" ACC","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU0143863198.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"AU\" (USD) ACC","LU0054450605.USD":"HSBC GIF GLOBAL EMERGING MARKTS EQ \"AD\" INC","LU0456846285.SGD":"JPMorgan Funds - Greater China A (acc) SGD","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","SG9999002463.SGD":"LionGlobal China Growth SGD","LU0540923850.HKD":"ALLIANZ HONG KONG EQUITY \"A\" (HKD) INC","LU1880383440.USD":"AMUNDI FUNDS CHINA EQUITY \"A2\" (USD) INC","LU1808992512.USD":"AB ALL CHINA EQUITY PORTFOLIO \"A\" (USD) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) 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09:08","market":"hk","language":"zh","title":"小米汽车2025年12月交付量超过5万台","url":"https://stock-news.laohu8.com/highlight/detail?id=1100335627","media":"老虎资讯综合","summary":"1月1日，小米汽车：2025年12月，小米汽车交付量超过5万台>>","content":"<html><head></head><body><p>1月1日，小米汽车宣布，2025年12月，小米汽车交付量超过5万台。此外，小米YU7首次推出新年专项金融政策，全系可享“3年0息”分期方案。用户在2月28日24点前下订YU7，即可享受首付7.49万元起，月供低至4961元的全新政策。同期下订用户还可享48000元限时购车权益。此外还有预约试驾赠送合金车模，邀请好友锁单可获得8000积分等福利。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0cb0fbda730e76270ce52ef0868ee165\" tg-width=\"690\" tg-height=\"920\"/></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>小米汽车2025年12月交付量超过5万台</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小米汽车2025年12月交付量超过5万台\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\">2026-01-01 09:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月1日，小米汽车宣布，2025年12月，小米汽车交付量超过5万台。此外，小米YU7首次推出新年专项金融政策，全系可享“3年0息”分期方案。用户在2月28日24点前下订YU7，即可享受首付7.49万元起，月供低至4961元的全新政策。同期下订用户还可享48000元限时购车权益。此外还有预约试驾赠送合金车模，邀请好友锁单可获得8000积分等福利。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0cb0fbda730e76270ce52ef0868ee165\" tg-width=\"690\" tg-height=\"920\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/203db9e0e1cdb7f01bed903db31cb6f7","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":"1100335627","content_text":"1月1日，小米汽车宣布，2025年12月，小米汽车交付量超过5万台。此外，小米YU7首次推出新年专项金融政策，全系可享“3年0息”分期方案。用户在2月28日24点前下订YU7，即可享受首付7.49万元起，月供低至4961元的全新政策。同期下订用户还可享48000元限时购车权益。此外还有预约试驾赠送合金车模，邀请好友锁单可获得8000积分等福利。","news_type":1,"symbols_score_info":{"XIACY":2,"01810":1}},"isVote":1,"tweetType":1,"viewCount":304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":497489278616264,"gmtCreate":1762480429715,"gmtModify":1762480431783,"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":"拉爆空头","listText":"拉爆空头","text":"拉爆空头","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/497489278616264","repostId":"2581063740","repostType":2,"repost":{"id":"2581063740","kind":"news","pubTimestamp":1762425375,"share":"https://www.laohu8.com/m/news/2581063740?lang=zh_CN&edition=full","pubTime":"2025-11-06 18:36","market":"hk","language":"zh","title":"小米，突发！","url":"https://stock-news.laohu8.com/highlight/detail?id=2581063740","media":"新浪财经","summary":"空头仓位大幅上升53%小米将于11月18日公布季度财报。过去几个月时间，小米股价持续受压，截至目前，离最高位回调已近30%。其中，小米手机出货量为4340万台，同比增长1%，市占率达14%，稳居全球前三。2025年9月底小米正式发布小米17系列手机，开售5分钟便刷新2025年国产新机全天销量与销售额纪录。在2025世界智能网联汽车大会上，雷军宣布小米汽车产品发布一年半，已交付40万台。随着小米汽车交付量提升，公司有望达成汽车业务单季盈亏平衡。","content":"<html><body><article><p>来源：券商中国</p><p>突然空袭！</p><p>据《彭博》报道，<a href=\"https://laohu8.com/S/GS\">高盛</a>表示，对冲基金已对<a href=\"https://laohu8.com/S/XIACY\">小米</a>股票转为看空，并可能将空头仓位维持至财报季。该报告称，养老金和对冲基金的抛售在过去两周加剧，反馈表明<a href=\"https://laohu8.com/S/01810\">小米</a>“由于缺乏催化剂，至少在短期内是共识做空/卖出”。</p><p>自今年6月创下历史高位之后，<a href=\"https://laohu8.com/S/81810\">小米</a>股价开始转跌。至今，该股跌幅已近30%。但<a href=\"https://laohu8.com/S/600030\">中信证券</a>最新的研报认为，小米2025年三季度将实现整体收入1132亿元，同比增长22.3%；Non-IFRS<span>净利润</span>102亿元，同比增长63%，净利润率9%。中信看好小米持续成为中国乃至全球最优秀的硬核科技生态公司。</p><p>空头仓位大幅上升53%</p><p>小米将于11月18日公布季度财报。过去几个月时间，小米股价持续受压，截至目前，离最高位回调已近30%。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251106183944786d163qipava8ntma\"/><p>高盛报告称，其机构经纪主要客户对小米股票的空头仓位在过去一周内上升了53%。过去两周机构交易明显偏向纯卖出方向，且主要沽压来自养老基金与对冲基金。</p><p>高盛表示，从对冲基金的反馈来看，小米目前至少在短期内成为普遍的做空/卖出目标，原因包括缺乏催化因素、安全性疑虑、工厂建设延误，以及电动车业务虽经近期推广仍难提振销售。高盛分析师也将其目标价下调了10%以上，理由是存储芯片成本上涨带来利润率压力。</p><p>不过，<a href=\"https://laohu8.com/S/06030\">中信证券</a>认为，随着公司汽车交付量的增加和ASP的上升，小米汽车及AI等创新业务分部将于2025年三季度扭亏为盈。中长期而言，看好小米持续成为中国乃至全球最优秀的硬核科技生态公司，并以AI能力持续提升智能硬件生态的价值，在AI手机、智能汽车、智能家居、AI眼镜、具身智能等更广泛的领域持续焕发蓬勃生机，维持对公司的“买入”评级。</p><p>浦银国际亦重申小米的“买入”评级。虽然小米三季度的loT板块成长面临压力，但是预期小米的汽车业务或将首次实现单季度盈利。长期来看，小米坚持投入底层技术，包括芯片、系统等，这为公司构建竞争壁垒，奠定长周期的成长基础。作为行业首推之一，当前小米市盈率为23倍左右，估值具备上升空间。</p><p>竞争力依然较大？</p><p>由于舆情的缘故，投资者在小米股价上的投票显然也受到了影响。那么，小米的竞争力是否依然较大？这可能还是要由数据来说话。</p><p>Canalys发布2025年第三季度全球手机销售数据。根据Canalys数据，2025年第三季度全球智能手机市场出货量达3.2亿台，同比增长3%。其中，小米手机出货量为4340万台，同比增长1%，市占率达14%，稳居全球前三。在<a href=\"https://laohu8.com/S/00464\">中国智能</a>手机市场，小米手机出货量为1000万台，同比下降约2%，市占率达15%，位列中国第四。</p><p><a href=\"https://laohu8.com/S/002670\">国盛证券</a>认为，虽然中国市场在补贴项目结束后<span>出货</span>下滑，但小米在<a href=\"https://laohu8.com/S/002540\">亚太</a>及其他地区的增长则抵消了该负面影响。而且，小米实现高端手机市场占位，或有望对冲存储成本压力。2025年9月底小米正式发布小米17系列手机，开售5分钟便刷新2025年国产新机全天销量与销售额纪录。开售5天，17系列销量突破100万台，小米17 ProMax销量占比最高，成功切入6K以上的高端机型市场。小米手机产品结构的持续优化或对手机毛利率带来正向贡献。但考虑到全球存储芯片市场迎来涨价潮，成本端压力加大，预计公司三四季度手机毛利率将维持在11%左右。</p><p>国盛证券还认为，小米汽车交付量持续提升，有望实现单季盈亏平衡。在2025世界智能网联汽车大会上，雷军宣布小米汽车产品发布一年半，已交付40万台。2025年9月和10月，单月交付量均超4万台。小米汽车在10月24日发布“跨年购置税补贴方案”，消费者在11月底前锁单，便可通过尾款减免方式补贴因交付周期带来的购置税差额，最高不超过1.5万元，公司以此为消费者提供更好的利益保障。随着小米汽车交付量提升，公司有望达成汽车业务单季盈亏平衡。</p><p>值得注意的是，国补放缓背景下，小米IoT业务竞争力保持稳健。第三批690亿元的以旧换新资金于7月底正式落实，多地的家电国补力度有所降低。虽然国补降低可能对家电赛道增长造成一定的影响，但凭借产品品质优势与供应链管控能力，小米在IoT领域的综合竞争力有望保持稳健。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>小米，突发！</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{ 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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，突发！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-06 18:36 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251106183946a6e5b97f&s=b><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>来源：券商中国突然空袭！据《彭博》报道，高盛表示，对冲基金已对小米股票转为看空，并可能将空头仓位维持至财报季。该报告称，养老金和对冲基金的抛售在过去两周加剧，反馈表明小米“由于缺乏催化剂，至少在短期内是共识做空/卖出”。自今年6月创下历史高位之后，小米股价开始转跌。至今，该股跌幅已近30%。但中信证券最新的研报认为，小米2025年三季度将实现整体收入1132亿元，同比增长22.3%；Non-...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251106183946a6e5b97f&s=b\">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","LU1188198961.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) INC QV","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU0449515922.USD":"HSBC GIF GLOBAL EMERGING MARKETS EQUITY \"PC\" (USD)ACC","LU1956131251.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\"MD (USD) INC","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","BK1193":"电脑硬件、储存设备及电脑周边","HXXD.SI":"Xiaomi HK SDR 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ACC","BK1618":"Manus概念股"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251106183946a6e5b97f&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2581063740","content_text":"来源：券商中国突然空袭！据《彭博》报道，高盛表示，对冲基金已对小米股票转为看空，并可能将空头仓位维持至财报季。该报告称，养老金和对冲基金的抛售在过去两周加剧，反馈表明小米“由于缺乏催化剂，至少在短期内是共识做空/卖出”。自今年6月创下历史高位之后，小米股价开始转跌。至今，该股跌幅已近30%。但中信证券最新的研报认为，小米2025年三季度将实现整体收入1132亿元，同比增长22.3%；Non-IFRS净利润102亿元，同比增长63%，净利润率9%。中信看好小米持续成为中国乃至全球最优秀的硬核科技生态公司。空头仓位大幅上升53%小米将于11月18日公布季度财报。过去几个月时间，小米股价持续受压，截至目前，离最高位回调已近30%。高盛报告称，其机构经纪主要客户对小米股票的空头仓位在过去一周内上升了53%。过去两周机构交易明显偏向纯卖出方向，且主要沽压来自养老基金与对冲基金。高盛表示，从对冲基金的反馈来看，小米目前至少在短期内成为普遍的做空/卖出目标，原因包括缺乏催化因素、安全性疑虑、工厂建设延误，以及电动车业务虽经近期推广仍难提振销售。高盛分析师也将其目标价下调了10%以上，理由是存储芯片成本上涨带来利润率压力。不过，中信证券认为，随着公司汽车交付量的增加和ASP的上升，小米汽车及AI等创新业务分部将于2025年三季度扭亏为盈。中长期而言，看好小米持续成为中国乃至全球最优秀的硬核科技生态公司，并以AI能力持续提升智能硬件生态的价值，在AI手机、智能汽车、智能家居、AI眼镜、具身智能等更广泛的领域持续焕发蓬勃生机，维持对公司的“买入”评级。浦银国际亦重申小米的“买入”评级。虽然小米三季度的loT板块成长面临压力，但是预期小米的汽车业务或将首次实现单季度盈利。长期来看，小米坚持投入底层技术，包括芯片、系统等，这为公司构建竞争壁垒，奠定长周期的成长基础。作为行业首推之一，当前小米市盈率为23倍左右，估值具备上升空间。竞争力依然较大？由于舆情的缘故，投资者在小米股价上的投票显然也受到了影响。那么，小米的竞争力是否依然较大？这可能还是要由数据来说话。Canalys发布2025年第三季度全球手机销售数据。根据Canalys数据，2025年第三季度全球智能手机市场出货量达3.2亿台，同比增长3%。其中，小米手机出货量为4340万台，同比增长1%，市占率达14%，稳居全球前三。在中国智能手机市场，小米手机出货量为1000万台，同比下降约2%，市占率达15%，位列中国第四。国盛证券认为，虽然中国市场在补贴项目结束后出货下滑，但小米在亚太及其他地区的增长则抵消了该负面影响。而且，小米实现高端手机市场占位，或有望对冲存储成本压力。2025年9月底小米正式发布小米17系列手机，开售5分钟便刷新2025年国产新机全天销量与销售额纪录。开售5天，17系列销量突破100万台，小米17 ProMax销量占比最高，成功切入6K以上的高端机型市场。小米手机产品结构的持续优化或对手机毛利率带来正向贡献。但考虑到全球存储芯片市场迎来涨价潮，成本端压力加大，预计公司三四季度手机毛利率将维持在11%左右。国盛证券还认为，小米汽车交付量持续提升，有望实现单季盈亏平衡。在2025世界智能网联汽车大会上，雷军宣布小米汽车产品发布一年半，已交付40万台。2025年9月和10月，单月交付量均超4万台。小米汽车在10月24日发布“跨年购置税补贴方案”，消费者在11月底前锁单，便可通过尾款减免方式补贴因交付周期带来的购置税差额，最高不超过1.5万元，公司以此为消费者提供更好的利益保障。随着小米汽车交付量提升，公司有望达成汽车业务单季盈亏平衡。值得注意的是，国补放缓背景下，小米IoT业务竞争力保持稳健。第三批690亿元的以旧换新资金于7月底正式落实，多地的家电国补力度有所降低。虽然国补降低可能对家电赛道增长造成一定的影响，但凭借产品品质优势与供应链管控能力，小米在IoT领域的综合竞争力有望保持稳健。","news_type":1,"symbols_score_info":{"81810":0.6,"HXXD.SI":0.6,"MIUmain":0.6,"01810":1.5,"XIACY":0.6}},"isVote":1,"tweetType":1,"viewCount":1388,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":472351213428976,"gmtCreate":1756351711787,"gmtModify":1756351713296,"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":[],"htmlText":"班门弄大斧，卷是小米看家本领","listText":"班门弄大斧，卷是小米看家本领","text":"班门弄大斧，卷是小米看家本领","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/472351213428976","repostId":"2562747068","repostType":2,"repost":{"id":"2562747068","kind":"news","pubTimestamp":1756301460,"share":"https://www.laohu8.com/m/news/2562747068?lang=zh_CN&edition=full","pubTime":"2025-08-27 21:31","market":"other","language":"zh","title":"小米空调遭“围攻”！老牌大厂掀价格战，小米无所谓？","url":"https://stock-news.laohu8.com/highlight/detail?id=2562747068","media":"雷科技","summary":"跟小米打价格战？小米空调成立初期，确实是以价格优势来抢占市场，首款小米空调定价1999元杀入市场，并且融入米家IoT生态。自然风、上吹风、巨省电等特性成为主要卖点，而小米的空调价格也逐渐与一线品牌持平，性价比早已不是小米的唯一武器。","content":"<html><body><div>\n<div><img cms-height=\"232.359\" cms-width=\"546\" src=\"http://n.sinaimg.cn/spider20250827/483/w900h383/20250827/517d-078ea1f4eaee059d8828a634200d9bff.jpg\"/><span>雷科技AI硬件组 | </span></div><p cms-style=\"font-L \"><font cms-style=\"font-L align-right\"><font cms-style=\"font-L align-right\">编辑：TSkinght | </font></font><font cms-style=\"font-L align-right\"><font cms-style=\"font-L align-right\">监制：罗超</font></font></p><p cms-style=\"font-L\"><font cms-style=\"font-L\"><font cms-style=\"font-L\">此前，<a href=\"https://laohu8.com/S/XIACY\">小米</a>集团总裁卢伟冰发布了一则视频，给网友解读了<a href=\"https://laohu8.com/S/01810\">小米</a>第二季度的财报数据，除了聊到<a href=\"https://laohu8.com/S/81810\">小米</a>手机高端化进展、汽车业务何时盈利等热点问题外，在提到大家电业务时，又提了一个让网友很感兴趣的话题：</font></font><font cms-style=\"font-L strong-Bold\"><font cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">“没想到老大哥们对小米（空调）这么重视，下起手来还非常的重。”。</font></font></font></p><div><img cms-height=\"450.312\" cms-width=\"645\" src=\"http://n.sinaimg.cn/spider20250827/234/w1080h754/20250827/a049-eb597d703628690704bf57f428453abb.png\"/><span>图源：微博</span></div><p cms-style=\"font-L\">此时，不少网友才意识到一场针对小米空调的价格战，早已打响。</p><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold color210\">小米空调，一鸣惊人</font></p><p cms-style=\"font-L\">让我们先简单过一遍小米财报，财报数据显示，小米的第二季度收入和净利润均创单季度的历史新高，小米集团的总营收达到1160亿元，同比增长高达30.5%，净利润则达到108亿元，同比增长高达75.4%。</p><p cms-style=\"font-L\"><font cms-style=\"font-L\"><font cms-style=\"font-L\">如此惊人的财报数据，自然引来众多人侧目，其中智能手机+AIoT部分的收入占比达81.6%，营收总额为947亿元，</font></font><font cms-style=\"font-L strong-Bold\"><font cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">智能大家电业务的增长成为主要的驱动引擎，同比增长66.2%，其中空调出货超过540万台，同比增长达到60%。</font></font></font></p><div><img cms-height=\"772.156\" cms-width=\"645\" src=\"http://n.sinaimg.cn/spider20250827/562/w984h1178/20250827/bad4-8a8493a4ea7a7890bd30f4bb09ef5061.png\"/><span>图源：微博</span></div><p cms-style=\"font-L\">事实上，这已经是小米空调今年第二次单季度同比增长超60%，第一季度空调业务同比增长65%，甚至还超过第二季度。作为一个红海市场，小米的表现可以说相当恐怖，凭借着第一、二季度的出货量增长，小米空调已经稳坐市场第三的交椅，同时也是市场份额前三品牌中唯一保持高速增长的。</p><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold align-Center\"><font cms-style=\"font-L\"><font cms-style=\"font-L\">看到这里，我想大家就不会奇怪小米为什么会被“围攻”了，空调作为一个传统市场本就竞争激烈，而且有着数量众多的老牌厂商，小米作为新玩家的崛起显然不是老牌厂商们愿意看到的。</font></font><font cms-style=\"font-L strong-Bold\"><font cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">特别是小米大家电工厂一期项目的加速，也标志着其逐渐从代工生产过渡到自主生产，这是一个“危险”的信号，也是新一轮价格战的导火索之一。</font></font></font></font></p><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold color210\">围攻小米，空调价格战凶猛</font></p><p cms-style=\"font-L\">据奥维云网的数据显示，2025冷年（即2024.8-2025.7）线上主销的1.5匹挂机均价由24Q4的2536元跌至25Q2的2101元，2.2K元以下价格档的销售份额较2024年提升6.3%到35.2%。考虑到空调国补的开始时间段与“冷年”的起始时间段几乎完全吻合，可以认为这一轮降价的动力并非国补，而是市场竞争所导致的。</p><div><img cms-height=\"321.297\" cms-width=\"645\" src=\"http://n.sinaimg.cn/spider20250827/18/w1080h538/20250827/22a7-0591d5c88d4747028851d72b6966a8c1.png\"/><span>图源：奥维云网</span></div><p cms-style=\"font-L\">事实上，美的、华凌、<a href=\"https://laohu8.com/S/01070\">TCL</a>、<a href=\"https://laohu8.com/S/06690\">海尔</a>、格力等主力空调品牌价格从去年开始都在持续走低，到了传统销售旺季，价格下跌趋势则更加明显。虽然有叠加618等活动的缘故，但是也可以看出市场竞争之激烈，即使在6、7、8月的非大型活动期间，各品牌的空调价格也是呈现频繁的波动。</p><div><img cms-height=\"354.75\" cms-width=\"645\" src=\"http://n.sinaimg.cn/spider20250827/74/w1080h594/20250827/dbd6-b67a4e396a1d91106fcb76d6911cb8fd.png\"/><span>图源：慢慢买</span></div><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold align-Center\"><font cms-style=\"font-L\"><font cms-style=\"font-L\">不少老牌厂商显然希望通过降低售价等方式，挤占小米的产品空间，但是从小米空调的战绩来看，这个计划显然没有奏效。不过，</font></font><font cms-style=\"font-L strong-Bold\"><font cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">全体空调厂商的普遍性降价叠加国补影响，倒也促进了整个空调市场的增长，2025冷年的出货量增长达到了17.8%，新购买力的涌入也让所有品牌都获得了额外的市场。</font></font></font></font></p><p cms-style=\"font-L\">这场价格战打下来，整体的结果还是好的，大家都有分到一杯羹，新购买力也给了小米等品牌更多的增长空间。其实，要说老牌厂商降价只是为了围攻小米，倒也有些夸张，不如说是在整个空调市场的上行阶段，厂商为了占据更具优势的市场位置，纷纷选择主动出击，而性价比+智能化，恰好就是小米的优势区间。</p><p cms-style=\"font-L\">那么问题来了，为什么小米的销量却没有受到太大影响，反而创历史新高呢？</p><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold color210\">跟小米打价格战？恐怕是“以短击长”</font></p><p cms-style=\"font-L\">在雷科技看来，试图通过降价挤压小米空调的市场空间本就不太现实。小米空调成立初期，确实是以价格优势来抢占市场，首款小米空调定价1999元杀入市场，并且融入米家IoT生态。</p><p cms-style=\"font-L\">单论性能，其价格比同匹数的美的、格力等一线品牌低30%以上，甚至比奥克斯、科龙等二三线品牌更便宜，从综合体验来看，智能生态的优势又使其在同价位显得特别突出，所以才能一炮而红。当然，后续小米也一直坚持走“亲民路线”，以至于让大家对小米空调有了固有印象。</p><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold align-Center\"><font cms-style=\"font-L\"><font cms-style=\"font-L\">但是，随着小米空调在市场份额的上涨，以及研发投入的上涨，其实从前两年开始小米空调就已经不再以“价格”作为主打卖点。</font></font><font cms-style=\"font-L strong-Bold\"><font cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">自然风、上吹风、巨省电等特性成为主要卖点，而小米的空调价格也逐渐与一线品牌持平，性价比早已不是小米的唯一武器。</font></font></font></font></p><div><img cms-height=\"525.547\" cms-width=\"645\" src=\"http://n.sinaimg.cn/spider20250827/360/w1080h880/20250827/ccaf-debeaacf46ec1e29591c820c677bafce.png\"/><span>图源：小米</span></div><p cms-style=\"font-L\">所以，想要从产品上与小米竞争，就应该更多地关注“智能化”和“差异化”，而非靠降价来应对（当然降价还是有效的，对于老一辈来说吸引力很大）。举个例子，美的此前推出的新品“空气机”，就将AI大模型DeepSeek和控温、控湿和新风等三个功能融为一体，提供一站式的房间空气环境解决方案。</p><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold align-Center\"><font cms-style=\"font-L\"><font cms-style=\"font-L\">从价格来说，美的“空气机”并不贵，也就是中高端空调的平均价格，但是从功能体验等方面来看，其与传统空调显然不在一个档次，</font></font><font cms-style=\"font-L strong-Bold\"><font cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">不管是DeepSeek带来的全新交互，还是多样化的环境控制，都可以更好地吸引到“懂科技”的年轻人喜爱。</font></font></font></font></p><div><img cms-height=\"381.625\" cms-width=\"645\" src=\"http://n.sinaimg.cn/spider20250827/119/w1080h639/20250827/2343-7bcdd413bb3ab721edfe5553e3d78252.png\"/><span>图源：美的</span></div><p cms-style=\"font-L\">小雷认为美的的思路才是对的，用差异化和更激进的智能化，走到小米等其他空调厂商的前面，才能吸引住潜在用户，一味地在小米已经非常成熟的IoT生态和性价比上做文章，其实是很难与其竞争的。</p><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold color210\">生态互联成了家电企业的必答题</font></p><p cms-style=\"font-L\">事实上，小米空调之所以能够热销，一大原因就是小米手机、小爱音箱等小爱智能生态的终端，可以轻松实现一句话控制空调等家电，让小米手机用户更倾向于选择小米空调。</p><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold align-Center\"><font cms-style=\"font-L\"><font cms-style=\"font-L\">当年的格力或许是看到了这一点，才会选择发布格力手机，但是格力手机目前的市场表现也证明这条路是走不通的。那么，对于空调品牌来说，选择其实就两个：</font></font><font cms-style=\"font-L strong-Bold\"><font cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">1、推动移动智能化合作；2、让空调能够直接与用户交互。</font></font></font></font></p><p cms-style=\"font-L\">第一条路其实很多品牌都在做，但是大多都效果不佳，自研的智能家居app虽然可以提供远程遥控等功能，但是必须打开app才能使用，就先天上弱小米一筹。雷科技觉得，最好的方法就是与OPPO、vivo等手机企业深度合作，推动双方的IoT生态融合，如此一来才能将OV等手机厂商的用户转化为自己的潜在用户。</p><p cms-style=\"font-L\">第二个方案，美的、TCL等头部企业就在探索中，DeepSeek等优质AI大模型的开源，可以说给了传统家电企业很大的助力，不需要投入过多的资源和承担失败风险，就可以在智能语音交互体验赶上第一梯队，估计智能化负责人做梦都能笑醒。</p><div><img cms-height=\"431.188\" cms-width=\"645\" src=\"http://n.sinaimg.cn/spider20250827/202/w1080h722/20250827/9bbe-96dabad017b95bc8655a2bbe329dabf6.png\"/><span>图源：美的</span></div><p cms-style=\"font-L\">当然，DeepSeek等AI大模型也不是拿来就可以用的，如何让AI听懂用户的话后可以执行正确的操作，其实也很考验智能化团队的优化与适配能力。但是，至少比从头开始搭建一个智能AI架构要简单很多，而且随着AI能力的加强，也会进一步降低相关系统的开发难度。</p><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold align-Center\"><font cms-style=\"font-L\"><font cms-style=\"font-L\">雷科技觉得，针对小米的“价格战”，其实已经失败，现在更多的品牌已经开始转向，重新回到以“体验”定胜负的阶段。</font></font><font cms-style=\"font-L strong-Bold\"><font cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">如何满足新一代用户的需求？如何给用户塑造新的体验场景？</font></font></font><font cms-style=\"font-L\"><font cms-style=\"font-L\">这些都是小米、美的、格力、TCL等品牌正在思考的问题。</font></font></font></p><p cms-style=\"font-L\">不过价格竞争自然也是不会放弃的，但是这片战场将属于腰部品牌们，比如美的子品牌华凌、海尔子品牌统帅，以及科龙、奥克斯等，都在将大匹数空调的价格一步步往下挪。前段时间小雷想买空调时，就惊讶地发现1.5匹的挂机空调，价格已经下探到1500元以内，要知道放一两年前，没个2000块是肯定买不了1.5匹空调的。</p><p cms-style=\"font-L\">对于小米来说，最困难的时间段已经过去，仅靠降价是无法击败小米空调得分，接下来要面对的是如何进一步扩张和稳定基本盘，以及如何开辟海外市场。</p><div><img cms-height=\"1146.66\" cms-width=\"645\" src=\"http://n.sinaimg.cn/spider20250827/600/w1080h1920/20250827/3f35-5d534a13513b5df43cfe512d53263985.jpg\"/><span></span></div>\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>小米空调遭“围攻”！老牌大厂掀价格战，小米无所谓？</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{ 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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小米空调遭“围攻”！老牌大厂掀价格战，小米无所谓？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-27 21:31 北京时间 <a href=https://finance.sina.com.cn/stock/relnews/hk/2025-08-27/doc-infnmvkx5647557.shtml><strong>雷科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>雷科技AI硬件组 | 编辑：TSkinght | 监制：罗超此前，小米集团总裁卢伟冰发布了一则视频，给网友解读了小米第二季度的财报数据，除了聊到小米手机高端化进展、汽车业务何时盈利等热点问题外，在提到大家电业务时，又提了一个让网友很感兴趣的话题：“没想到老大哥们对小米（空调）这么重视，下起手来还非常的重。”。图源：微博此时，不少网友才意识到一场针对小米空调的价格战，早已打响。小米空调，一鸣惊人让...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/relnews/hk/2025-08-27/doc-infnmvkx5647557.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","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","SG9999003461.SGD":"United Asia Pacific Infrastructure SGD","LU1868838027.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"8\" (USD) ACC","LU0164880469.USD":"HSBC GIF HONG KONG EQUITY \"AC\" ACC","XIACY":"小米集团ADR","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","LU0594300419.USD":"富达中国消费基金A","LU0359202008.SGD":"Blackrock China Fund A2 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监制：罗超此前，小米集团总裁卢伟冰发布了一则视频，给网友解读了小米第二季度的财报数据，除了聊到小米手机高端化进展、汽车业务何时盈利等热点问题外，在提到大家电业务时，又提了一个让网友很感兴趣的话题：“没想到老大哥们对小米（空调）这么重视，下起手来还非常的重。”。图源：微博此时，不少网友才意识到一场针对小米空调的价格战，早已打响。小米空调，一鸣惊人让我们先简单过一遍小米财报，财报数据显示，小米的第二季度收入和净利润均创单季度的历史新高，小米集团的总营收达到1160亿元，同比增长高达30.5%，净利润则达到108亿元，同比增长高达75.4%。如此惊人的财报数据，自然引来众多人侧目，其中智能手机+AIoT部分的收入占比达81.6%，营收总额为947亿元，智能大家电业务的增长成为主要的驱动引擎，同比增长66.2%，其中空调出货超过540万台，同比增长达到60%。图源：微博事实上，这已经是小米空调今年第二次单季度同比增长超60%，第一季度空调业务同比增长65%，甚至还超过第二季度。作为一个红海市场，小米的表现可以说相当恐怖，凭借着第一、二季度的出货量增长，小米空调已经稳坐市场第三的交椅，同时也是市场份额前三品牌中唯一保持高速增长的。看到这里，我想大家就不会奇怪小米为什么会被“围攻”了，空调作为一个传统市场本就竞争激烈，而且有着数量众多的老牌厂商，小米作为新玩家的崛起显然不是老牌厂商们愿意看到的。特别是小米大家电工厂一期项目的加速，也标志着其逐渐从代工生产过渡到自主生产，这是一个“危险”的信号，也是新一轮价格战的导火索之一。围攻小米，空调价格战凶猛据奥维云网的数据显示，2025冷年（即2024.8-2025.7）线上主销的1.5匹挂机均价由24Q4的2536元跌至25Q2的2101元，2.2K元以下价格档的销售份额较2024年提升6.3%到35.2%。考虑到空调国补的开始时间段与“冷年”的起始时间段几乎完全吻合，可以认为这一轮降价的动力并非国补，而是市场竞争所导致的。图源：奥维云网事实上，美的、华凌、TCL、海尔、格力等主力空调品牌价格从去年开始都在持续走低，到了传统销售旺季，价格下跌趋势则更加明显。虽然有叠加618等活动的缘故，但是也可以看出市场竞争之激烈，即使在6、7、8月的非大型活动期间，各品牌的空调价格也是呈现频繁的波动。图源：慢慢买不少老牌厂商显然希望通过降低售价等方式，挤占小米的产品空间，但是从小米空调的战绩来看，这个计划显然没有奏效。不过，全体空调厂商的普遍性降价叠加国补影响，倒也促进了整个空调市场的增长，2025冷年的出货量增长达到了17.8%，新购买力的涌入也让所有品牌都获得了额外的市场。这场价格战打下来，整体的结果还是好的，大家都有分到一杯羹，新购买力也给了小米等品牌更多的增长空间。其实，要说老牌厂商降价只是为了围攻小米，倒也有些夸张，不如说是在整个空调市场的上行阶段，厂商为了占据更具优势的市场位置，纷纷选择主动出击，而性价比+智能化，恰好就是小米的优势区间。那么问题来了，为什么小米的销量却没有受到太大影响，反而创历史新高呢？跟小米打价格战？恐怕是“以短击长”在雷科技看来，试图通过降价挤压小米空调的市场空间本就不太现实。小米空调成立初期，确实是以价格优势来抢占市场，首款小米空调定价1999元杀入市场，并且融入米家IoT生态。单论性能，其价格比同匹数的美的、格力等一线品牌低30%以上，甚至比奥克斯、科龙等二三线品牌更便宜，从综合体验来看，智能生态的优势又使其在同价位显得特别突出，所以才能一炮而红。当然，后续小米也一直坚持走“亲民路线”，以至于让大家对小米空调有了固有印象。但是，随着小米空调在市场份额的上涨，以及研发投入的上涨，其实从前两年开始小米空调就已经不再以“价格”作为主打卖点。自然风、上吹风、巨省电等特性成为主要卖点，而小米的空调价格也逐渐与一线品牌持平，性价比早已不是小米的唯一武器。图源：小米所以，想要从产品上与小米竞争，就应该更多地关注“智能化”和“差异化”，而非靠降价来应对（当然降价还是有效的，对于老一辈来说吸引力很大）。举个例子，美的此前推出的新品“空气机”，就将AI大模型DeepSeek和控温、控湿和新风等三个功能融为一体，提供一站式的房间空气环境解决方案。从价格来说，美的“空气机”并不贵，也就是中高端空调的平均价格，但是从功能体验等方面来看，其与传统空调显然不在一个档次，不管是DeepSeek带来的全新交互，还是多样化的环境控制，都可以更好地吸引到“懂科技”的年轻人喜爱。图源：美的小雷认为美的的思路才是对的，用差异化和更激进的智能化，走到小米等其他空调厂商的前面，才能吸引住潜在用户，一味地在小米已经非常成熟的IoT生态和性价比上做文章，其实是很难与其竞争的。生态互联成了家电企业的必答题事实上，小米空调之所以能够热销，一大原因就是小米手机、小爱音箱等小爱智能生态的终端，可以轻松实现一句话控制空调等家电，让小米手机用户更倾向于选择小米空调。当年的格力或许是看到了这一点，才会选择发布格力手机，但是格力手机目前的市场表现也证明这条路是走不通的。那么，对于空调品牌来说，选择其实就两个：1、推动移动智能化合作；2、让空调能够直接与用户交互。第一条路其实很多品牌都在做，但是大多都效果不佳，自研的智能家居app虽然可以提供远程遥控等功能，但是必须打开app才能使用，就先天上弱小米一筹。雷科技觉得，最好的方法就是与OPPO、vivo等手机企业深度合作，推动双方的IoT生态融合，如此一来才能将OV等手机厂商的用户转化为自己的潜在用户。第二个方案，美的、TCL等头部企业就在探索中，DeepSeek等优质AI大模型的开源，可以说给了传统家电企业很大的助力，不需要投入过多的资源和承担失败风险，就可以在智能语音交互体验赶上第一梯队，估计智能化负责人做梦都能笑醒。图源：美的当然，DeepSeek等AI大模型也不是拿来就可以用的，如何让AI听懂用户的话后可以执行正确的操作，其实也很考验智能化团队的优化与适配能力。但是，至少比从头开始搭建一个智能AI架构要简单很多，而且随着AI能力的加强，也会进一步降低相关系统的开发难度。雷科技觉得，针对小米的“价格战”，其实已经失败，现在更多的品牌已经开始转向，重新回到以“体验”定胜负的阶段。如何满足新一代用户的需求？如何给用户塑造新的体验场景？这些都是小米、美的、格力、TCL等品牌正在思考的问题。不过价格竞争自然也是不会放弃的，但是这片战场将属于腰部品牌们，比如美的子品牌华凌、海尔子品牌统帅，以及科龙、奥克斯等，都在将大匹数空调的价格一步步往下挪。前段时间小雷想买空调时，就惊讶地发现1.5匹的挂机空调，价格已经下探到1500元以内，要知道放一两年前，没个2000块是肯定买不了1.5匹空调的。对于小米来说，最困难的时间段已经过去，仅靠降价是无法击败小米空调得分，接下来要面对的是如何进一步扩张和稳定基本盘，以及如何开辟海外市场。\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,"MIUmain":1,"HXXD.SI":0.6,"XIACY":0.6,"01810":1}},"isVote":1,"tweetType":1,"viewCount":1249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":468992340660288,"gmtCreate":1755503034124,"gmtModify":1755503418917,"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":[],"htmlText":"特朗普脑子差不多全坏了了吧，还有人理会啊","listText":"特朗普脑子差不多全坏了了吧，还有人理会啊","text":"特朗普脑子差不多全坏了了吧，还有人理会啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/468992340660288","repostId":"1183522475","repostType":2,"repost":{"id":"1183522475","kind":"news","pubTimestamp":1755269046,"share":"https://www.laohu8.com/m/news/1183522475?lang=zh_CN&edition=full","pubTime":"2025-08-15 22:44","market":"us","language":"zh","title":"半导体关税风暴将至？特朗普宣称税率或高达300%","url":"https://stock-news.laohu8.com/highlight/detail?id=1183522475","media":"智通财经网","summary":"美国商务部已启动对半导体和制药业的调查。","content":"<html><head></head><body><p>美国总统唐纳德·特朗普在前往阿拉斯加与俄罗斯总统普京举行峰会的空军一号专机上向记者透露，<strong>他计划在未来两周内对半导体产品加征关税，这成为其大幅扩展关税政策体系的最新动向。</strong>特朗普表示：“下周和下下周，我将宣布对钢铁、芯片和半导体加征关税。”</p><p>在周五的最新表态中，<strong>特朗普暗示对进口半导体征收的实际关税税率可能远超此前提到的100%。他反问记者："我的税率会定在200%还是300%?"</strong></p><p>截至发稿，英伟达、博通跌1.5%，AMD、迈威尔科技跌超2%，美光跌3.6%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9b183e69cd792dd86f54368077a442d0\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">值得注意的是，特朗普在6月已将钢铁和铝的进口关税提升至50%，但此次是否涉及钢铁关税的进一步调整尚不明确。尽管这位总统多次承诺将在数周内对芯片和医药行业加征关税，但目前仍未发布正式公告。</p><p style=\"text-align: justify;\">自今年4月起，美国商务部已启动对半导体和制药行业的调查，这是特朗普政府以"国家安全"为由征收关税的必要程序。不过此类调查通常耗时数月甚至更久，流程较为复杂。</p><p style=\"text-align: justify;\">由于芯片广泛应用于消费电子产品和人工智能领域，制造商及科技公司迫切希望了解特朗普的半导体关税具体方案。</p><p style=\"text-align: justify;\">上周，特朗普在与苹果公司(AAPL.US)首席执行官蒂姆·库克的公开活动中曾表示，计划对进口半导体征收100%的关税，但承诺对将生产线转移至美国的企业给予豁免。白宫尚未就豁免机制出台细则，但特朗普暗示苹果公司可能符合条件——该公司此前已承诺投入6000亿美元推进本土制造计划。</p><p style=\"text-align: justify;\">此外，这位总统还表示，将在与普京的会晤中讨论关税议题，并注意到俄方拟邀请商界领袖参会："我注意到他带了很多俄罗斯商人，这很好，我喜欢他们做生意的意愿。但在战争问题解决前，商业合作无从谈起。"</p><p style=\"text-align: justify;\">近期特朗普还威胁对俄罗斯能源买家加码关税，包括承诺对印度商品征收50%关税，并暗示若会谈进展不顺，可能进一步加大对俄经济施压。这一系列动作显示出其关税政策正从传统贸易领域向地缘政治博弈延伸。</p></body></html>","source":"highlight_zhitongcaijin","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>半导体关税风暴将至？特朗普宣称税率或高达300%</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半导体关税风暴将至？特朗普宣称税率或高达300%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-15 22:44 北京时间 <a href=https://www.zhitongcaijing.com/content/detail/1330454.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国总统唐纳德·特朗普在前往阿拉斯加与俄罗斯总统普京举行峰会的空军一号专机上向记者透露，他计划在未来两周内对半导体产品加征关税，这成为其大幅扩展关税政策体系的最新动向。特朗普表示：“下周和下下周，我将宣布对钢铁、芯片和半导体加征关税。”在周五的最新表态中，特朗普暗示对进口半导体征收的实际关税税率可能远超此前提到的100%。他反问记者：\"我的税率会定在200%还是300%?\"截至发稿，英伟达、博通跌...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1330454.html\">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/38b14d4c1528b585f44d427c7a09d860","relate_stocks":{"TSM":"台积电","ARM":"ARM Holdings","AVGO":"博通","MU":"美光科技","INTC":"英特尔","AMD":"美国超微公司","SMCI":"超微电脑","NVDA":"英伟达","QCOM":"高通"},"source_url":"https://www.zhitongcaijing.com/content/detail/1330454.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1183522475","content_text":"美国总统唐纳德·特朗普在前往阿拉斯加与俄罗斯总统普京举行峰会的空军一号专机上向记者透露，他计划在未来两周内对半导体产品加征关税，这成为其大幅扩展关税政策体系的最新动向。特朗普表示：“下周和下下周，我将宣布对钢铁、芯片和半导体加征关税。”在周五的最新表态中，特朗普暗示对进口半导体征收的实际关税税率可能远超此前提到的100%。他反问记者：\"我的税率会定在200%还是300%?\"截至发稿，英伟达、博通跌1.5%，AMD、迈威尔科技跌超2%，美光跌3.6%。值得注意的是，特朗普在6月已将钢铁和铝的进口关税提升至50%，但此次是否涉及钢铁关税的进一步调整尚不明确。尽管这位总统多次承诺将在数周内对芯片和医药行业加征关税，但目前仍未发布正式公告。自今年4月起，美国商务部已启动对半导体和制药行业的调查，这是特朗普政府以\"国家安全\"为由征收关税的必要程序。不过此类调查通常耗时数月甚至更久，流程较为复杂。由于芯片广泛应用于消费电子产品和人工智能领域，制造商及科技公司迫切希望了解特朗普的半导体关税具体方案。上周，特朗普在与苹果公司(AAPL.US)首席执行官蒂姆·库克的公开活动中曾表示，计划对进口半导体征收100%的关税，但承诺对将生产线转移至美国的企业给予豁免。白宫尚未就豁免机制出台细则，但特朗普暗示苹果公司可能符合条件——该公司此前已承诺投入6000亿美元推进本土制造计划。此外，这位总统还表示，将在与普京的会晤中讨论关税议题，并注意到俄方拟邀请商界领袖参会：\"我注意到他带了很多俄罗斯商人，这很好，我喜欢他们做生意的意愿。但在战争问题解决前，商业合作无从谈起。\"近期特朗普还威胁对俄罗斯能源买家加码关税，包括承诺对印度商品征收50%关税，并暗示若会谈进展不顺，可能进一步加大对俄经济施压。这一系列动作显示出其关税政策正从传统贸易领域向地缘政治博弈延伸。","news_type":1,"symbols_score_info":{"NVDA":1.1,"AVGO":1.1,"AMD":1.1,"SMCI":1.1,"TSM":1.1,"INTC":1.1,"MU":1.1,"ARM":1.1,"QCOM":1.1}},"isVote":1,"tweetType":1,"viewCount":2113,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3568099945700012","authorId":"3568099945700012","name":"没有人比我更懂韭菜","avatar":"https://static.tigerbbs.com/15391474b6bf8712ad5c17ea6bad5690","crmLevel":6,"crmLevelSwitch":1,"authorIdStr":"3568099945700012","idStr":"3568099945700012"},"content":"[开心]通常意义上叫做脑残","text":"[开心]通常意义上叫做脑残","html":"[开心]通常意义上叫做脑残"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":456707032867288,"gmtCreate":1752538171441,"gmtModify":1752542982337,"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":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[{"img":"https://static.tigerbbs.com/bd061f26f762b9a19357b694551d6db7"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/456707032867288","repostId":"1107049517","repostType":2,"repost":{"id":"1107049517","kind":"news","pubTimestamp":1752473419,"share":"https://www.laohu8.com/m/news/1107049517?lang=zh_CN&edition=full","pubTime":"2025-07-14 14:10","market":"us","language":"zh","title":"黄仁勋来北京了？和雷军的合照被曝，二人笑意满满","url":"https://stock-news.laohu8.com/highlight/detail?id=1107049517","media":"三言Pro","summary":"7月14日，$英伟达$CEO黄仁勋与$小米$创始人雷军会面的照片曝光。受出口管制影响，英伟达一季度二季度累计损失135亿美元收入，因此黄仁勋来华一举一动都备受关注。此前，有消息称，黄仁勋将于近期第三次来华，并将于7月16日召开媒体沟通会。4月，黄仁勋再次来华，行程更为引人瞩目，他在接受采访时表示，中国大陆是英伟达非常重要的市场，希望能够继续合作。值得一提的是，黄仁勋与雷军的渊源颇深。","content":"<html><head></head><body><p>在市值破4万亿美元后，英伟达掌门人黄仁勋来北京了？</p><p>今日，有网友曝光雷军和黄仁勋的合影。只见两人在一处古色建筑前合照，充满笑意。</p><p>但是结合北京现在的天气情况，合影的真实性存疑。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/db70c86780897274f804a4de11dbbca4\" tg-width=\"1080\" tg-height=\"1356\"/></p><p>据报道，黄仁勋将在北京召开新闻发布会，并首度参展中国国际供应链促进博览会。</p><p>报道指出，黄仁勋将于7月16日在北京举行媒体吹风会。还将出席第三届中国国际供应链促进博览会，除推销英伟达的新产品外，黄仁勋也将重申对中国市场的长期承诺。英伟达最快将于9月推出专为中国市场定制的新版人工智能芯片。</p><p>上周，英伟达成为首个市值破4万亿美元的公司，超越微软、苹果成为全球总市值最高的上市公司。</p><p>而最新小米在新能源汽车行业也创造一个奇迹。</p><p>可以说，此时的黄仁勋和雷军均是信心满满，状态都特别好。</p><p>其实，在手机时代英伟达和小米就有不错的交情。</p><p>2013年9月5日，黄仁勋受邀参加了小米手机3的发布会，亲自介绍英伟达的芯片产品，还高喊：“我也是米粉！”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/21d09e8ff3c86a7cb45cb754f8b41f19\" tg-width=\"800\" tg-height=\"420\"/></p><p>如今，到了汽车时代，英伟达和小米汽车继续合作。</p><p>10几年过去了，如今小米成了新能源汽车的顶流，英伟达成为市值最高的上市公司，它们都有美好的未来。</p></body></html>","source":"lsy1677840466995","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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}\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黄仁勋来北京了？和雷军的合照被曝，二人笑意满满\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-14 14:10 北京时间 <a href=https://mp.weixin.qq.com/s/9Ddd8zRPv5Cl_QqJiIECLQ><strong>三言Pro</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在市值破4万亿美元后，英伟达掌门人黄仁勋来北京了？今日，有网友曝光雷军和黄仁勋的合影。只见两人在一处古色建筑前合照，充满笑意。但是结合北京现在的天气情况，合影的真实性存疑。据报道，黄仁勋将在北京召开新闻发布会，并首度参展中国国际供应链促进博览会。报道指出，黄仁勋将于7月16日在北京举行媒体吹风会。还将出席第三届中国国际供应链促进博览会，除推销英伟达的新产品外，黄仁勋也将重申对中国市场的长期承诺。英...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/9Ddd8zRPv5Cl_QqJiIECLQ\">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/7c52ba759923af526cbeba91b8305697","relate_stocks":{"NVDA":"英伟达","01810":"小米集团-W"},"source_url":"https://mp.weixin.qq.com/s/9Ddd8zRPv5Cl_QqJiIECLQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107049517","content_text":"在市值破4万亿美元后，英伟达掌门人黄仁勋来北京了？今日，有网友曝光雷军和黄仁勋的合影。只见两人在一处古色建筑前合照，充满笑意。但是结合北京现在的天气情况，合影的真实性存疑。据报道，黄仁勋将在北京召开新闻发布会，并首度参展中国国际供应链促进博览会。报道指出，黄仁勋将于7月16日在北京举行媒体吹风会。还将出席第三届中国国际供应链促进博览会，除推销英伟达的新产品外，黄仁勋也将重申对中国市场的长期承诺。英伟达最快将于9月推出专为中国市场定制的新版人工智能芯片。上周，英伟达成为首个市值破4万亿美元的公司，超越微软、苹果成为全球总市值最高的上市公司。而最新小米在新能源汽车行业也创造一个奇迹。可以说，此时的黄仁勋和雷军均是信心满满，状态都特别好。其实，在手机时代英伟达和小米就有不错的交情。2013年9月5日，黄仁勋受邀参加了小米手机3的发布会，亲自介绍英伟达的芯片产品，还高喊：“我也是米粉！”如今，到了汽车时代，英伟达和小米汽车继续合作。10几年过去了，如今小米成了新能源汽车的顶流，英伟达成为市值最高的上市公司，它们都有美好的未来。","news_type":1,"symbols_score_info":{"01810":1.1,"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":1499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":456534033698912,"gmtCreate":1752495759848,"gmtModify":1752495760815,"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":[],"htmlText":"明天通通拉爆","listText":"明天通通拉爆","text":"明天通通拉爆","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/456534033698912","repostId":"2551902869","repostType":2,"repost":{"id":"2551902869","kind":"news","pubTimestamp":1752481823,"share":"https://www.laohu8.com/m/news/2551902869?lang=zh_CN&edition=full","pubTime":"2025-07-14 16:30","market":"hk","language":"zh","title":"每日卖空追踪 | 小米集团-W 07月14日卖空量成交358.24万股，卖空比例为4.89%","url":"https://stock-news.laohu8.com/highlight/detail?id=2551902869","media":"市场透视","summary":"小米集团-W北京时间07月14日，跌0.09%，卖空量成交358.24万股%，较上一交易日减少65.69%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","content":"<html><body><article><p><a href=\"https://laohu8.com/S/01810\">小米集团-W</a>（01810.HK）北京时间07月14日，跌0.09%，卖空量成交358.24万股%，较上一交易日减少65.69%</p><p>更多个股卖空数据请看下面视窗：</p><p>卖空数据是观测市场多空博弈的关键指标：</p><p>短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹（空头被迫回补推升股价）；长期结合基本面恶化则预警下行风险。投资者可搭配成交量、行业动态捕捉事件性机会（如财报前卖空激增后的反转）。港股数据实时性强，适合短线跟踪；美股因T+2延迟，更适用中长期分析。</p><p>需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。理性投资应避免孤立使用，需结合财报、资金流向等多维验证，重点关注趋势变化而非绝对数值。</p><p>（以上内容为<a href=\"https://laohu8.com/S/TCEHY\">腾讯</a>自选股基于公开消息，由程序或算法智能生成，仅作为用户看盘参考，不作为投资建议或交易依据。股市有风险，请谨慎决策。）</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>每日卖空追踪 | 小米集团-W 07月14日卖空量成交358.24万股，卖空比例为4.89%</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{ 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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 马斯克不错，终于像个男人了，干翻特朗普这丫的，下跌是暂时的，有种就有希望","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 马斯克不错，终于像个男人了，干翻特朗普这丫的，下跌是暂时的，有种就有希望","text":"$特斯拉(TSLA)$ 马斯克不错，终于像个男人了，干翻特朗普这丫的，下跌是暂时的，有种就有希望","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/454059584099024","repostId":"1138350230","repostType":2,"repost":{"id":"1138350230","kind":"news","pubTimestamp":1751865486,"share":"https://www.laohu8.com/m/news/1138350230?lang=zh_CN&edition=full","pubTime":"2025-07-07 13:18","market":"us","language":"zh","title":"马斯克的“美国党”对特斯拉股票意味着什么？","url":"https://stock-news.laohu8.com/highlight/detail?id=1138350230","media":"Barrons巴伦","summary":"周六，马斯克宣布成立“美国党”，此前他在X平台上发起了一项关于是否应创建新政党的投票。这一举动是在马斯克强烈反对总统唐纳德·特朗普签署的“一项伟大而美丽的法案”之后做出的。2025年上半年，特斯拉共售出约72.1万辆汽车，同比下降13%。特斯拉将于7月23日公布第二季度财报，届时的电话会议值得关注。艾夫斯预计特斯拉股价周一将承压。斯托克顿并不是在对特斯拉股票做基本面判断。","content":"<html><head></head><body><p>7月7日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>美股盘前跌超6%，TSLL大跌13%！“特马冲突”再升级，马斯克新建“美国党”引发投资者反对。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1ccd0e28f2cf6d24327529e580dffee7\" title=\"\" tg-width=\"870\" tg-height=\"832\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/165a580f2f3528f603e3c5ebb82a785f\" title=\"\" tg-width=\"867\" tg-height=\"835\"/></p><p>那些希望<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO埃隆·马斯克在离开特朗普政府后能远离政治的投资者们，又要大失所望了。而失望对股价来说几乎从来不是好事。</p><p>周六，马斯克宣布成立“美国党”，此前他在X平台上发起了一项关于是否应创建新政党的投票。马斯克在X上拥有超过2.25亿粉丝，这项投票吸引了近7900万人参与，其中65.4%的人支持成立新党。</p><p>这一举动是在马斯克强烈反对特朗普签署的“大美丽法案”之后做出的。该法案于周五签署成为法律，内容包括减税，并将在十年内使美国国债增加近4万亿美元——这是美国负责任联邦预算委员会的估算。曾在政府效率部领导特朗普削减政府规模工作的马斯克，反对增加国债。</p><p>但据Wedbush证券分析师丹·艾夫斯表示，马斯克在这个节骨眼上涉足政治活动，对他的企业来说无疑是最糟糕的时机。特斯拉正处于推出备受期待的自动驾驶出租车的关键阶段，艾夫斯和其他华尔街分析师认为，这项业务可能为特斯拉带来数千亿美元甚至数万亿美元的价值。更重要的是，特斯拉还计划在2026年开始大规模销售人形<a href=\"https://laohu8.com/S/300024\">机器人</a>。</p><p>“很简单，马斯克此时更加深入政治领域，甚至试图挑战华盛顿的既得利益集团，这与特斯拉投资者和股东在这一关键时期对他的期望完全背道而驰，”艾夫斯周日写道。</p><p>特斯拉的AI训练出租车和机器人目前还没有带来可观的销售额，公司主要收入依然来自电动汽车，而特斯拉的电动车业务正亟需修复。2025年上半年，特斯拉共售出约72.1万辆汽车，同比下降13%。华尔街原本预计2025年上半年销量会接近97万辆，全年销量有望达到约210万辆。但现在，分析师预计全年销量为170万辆，低于2024年的180万辆。</p><p>政治因素在令人失望的销售业绩中也起到了一定负面作用，马斯克的一些言行让部分核心电动车消费者——主要是倾向环保的左翼人士——感到失望。特斯拉管理层在4月的第一季度财报电话会议上也承认了品牌面临的挑战。特斯拉将于7月23日公布第二季度财报，届时的电话会议值得关注。</p><p>截至周一交易前，特斯拉股价自11月5日大选以来上涨了25%，但今年以来累计下跌22%；自四月初传出马斯克可能离开DOGE的消息后上涨了17%；而自六月初特朗普与马斯克在社交媒体上爆发争执以来则下跌了8%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94bc1b0bf32864fe1425cde9831eebde\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>艾夫斯补充道：“虽然马斯克的铁杆支持者无论如何都会支持他，但许多特斯拉投资者普遍感到疲惫，因为马斯克总是在政治道路上越走越远。马斯克离开DOGE后，特斯拉股东和许多坚定支持者一开始感到松了口气，觉得特斯拉重新拥有了其最大资产——马斯克本人。但这种松懈感持续的时间非常短暂，随着最新的消息宣布，情况反而变得更糟。”</p><p>艾夫斯预计特斯拉股价周一将承压。他仍然给予该股“买入”评级，目标价为500美元。</p><p>Fairlead Strategies的创始人兼市场技术分析师凯蒂·斯托克顿最近指出，特斯拉股票在300美元区间有支撑。这是投资者可以在周一关注的一个价位。</p><p>斯托克顿并不是在对特斯拉股票做基本面判断。她是通过分析股票走势图和市场历史，来了解过去投资者倾向于在何处买入和卖出特斯拉股票。</p><p>至于对国家的影响，目前还很难说。马斯克并未给出太多细节。里士满大学法学院Williams讲席教授卡尔·托比亚斯表示：“在短期内，美国党（America Party）的想法很可能让生活变得更加不可预测。”在“即将到来的2026年中期选举中……共和党和民主党都会竭尽全力争夺参议院和众议院的微弱多数席位。”</p></body></html>","source":"lsy1748071825094","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>马斯克的“美国党”对特斯拉股票意味着什么？</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马斯克的“美国党”对特斯拉股票意味着什么？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-07 13:18 北京时间 <a href=https://mp.weixin.qq.com/s/B7zlybINjIAnulbvUU4_kg><strong>Barrons巴伦</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>7月7日，特斯拉美股盘前跌超6%，TSLL大跌13%！“特马冲突”再升级，马斯克新建“美国党”引发投资者反对。那些希望特斯拉CEO埃隆·马斯克在离开特朗普政府后能远离政治的投资者们，又要大失所望了。而失望对股价来说几乎从来不是好事。周六，马斯克宣布成立“美国党”，此前他在X平台上发起了一项关于是否应创建新政党的投票。马斯克在X上拥有超过2.25亿粉丝，这项投票吸引了近7900万人参与，其中...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/B7zlybINjIAnulbvUU4_kg\">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/9e3988a75d33e2b4f95370655c056098","relate_stocks":{"BK4555":"新能源车","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4592":"伊斯兰概念","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","BK4612":"AI芯片","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) 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& GROWTH \"A\" (USD) INC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0234572021.USD":"高盛美国核心股票组合Acc"},"source_url":"https://mp.weixin.qq.com/s/B7zlybINjIAnulbvUU4_kg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138350230","content_text":"7月7日，特斯拉美股盘前跌超6%，TSLL大跌13%！“特马冲突”再升级，马斯克新建“美国党”引发投资者反对。那些希望特斯拉CEO埃隆·马斯克在离开特朗普政府后能远离政治的投资者们，又要大失所望了。而失望对股价来说几乎从来不是好事。周六，马斯克宣布成立“美国党”，此前他在X平台上发起了一项关于是否应创建新政党的投票。马斯克在X上拥有超过2.25亿粉丝，这项投票吸引了近7900万人参与，其中65.4%的人支持成立新党。这一举动是在马斯克强烈反对特朗普签署的“大美丽法案”之后做出的。该法案于周五签署成为法律，内容包括减税，并将在十年内使美国国债增加近4万亿美元——这是美国负责任联邦预算委员会的估算。曾在政府效率部领导特朗普削减政府规模工作的马斯克，反对增加国债。但据Wedbush证券分析师丹·艾夫斯表示，马斯克在这个节骨眼上涉足政治活动，对他的企业来说无疑是最糟糕的时机。特斯拉正处于推出备受期待的自动驾驶出租车的关键阶段，艾夫斯和其他华尔街分析师认为，这项业务可能为特斯拉带来数千亿美元甚至数万亿美元的价值。更重要的是，特斯拉还计划在2026年开始大规模销售人形机器人。“很简单，马斯克此时更加深入政治领域，甚至试图挑战华盛顿的既得利益集团，这与特斯拉投资者和股东在这一关键时期对他的期望完全背道而驰，”艾夫斯周日写道。特斯拉的AI训练出租车和机器人目前还没有带来可观的销售额，公司主要收入依然来自电动汽车，而特斯拉的电动车业务正亟需修复。2025年上半年，特斯拉共售出约72.1万辆汽车，同比下降13%。华尔街原本预计2025年上半年销量会接近97万辆，全年销量有望达到约210万辆。但现在，分析师预计全年销量为170万辆，低于2024年的180万辆。政治因素在令人失望的销售业绩中也起到了一定负面作用，马斯克的一些言行让部分核心电动车消费者——主要是倾向环保的左翼人士——感到失望。特斯拉管理层在4月的第一季度财报电话会议上也承认了品牌面临的挑战。特斯拉将于7月23日公布第二季度财报，届时的电话会议值得关注。截至周一交易前，特斯拉股价自11月5日大选以来上涨了25%，但今年以来累计下跌22%；自四月初传出马斯克可能离开DOGE的消息后上涨了17%；而自六月初特朗普与马斯克在社交媒体上爆发争执以来则下跌了8%。艾夫斯补充道：“虽然马斯克的铁杆支持者无论如何都会支持他，但许多特斯拉投资者普遍感到疲惫，因为马斯克总是在政治道路上越走越远。马斯克离开DOGE后，特斯拉股东和许多坚定支持者一开始感到松了口气，觉得特斯拉重新拥有了其最大资产——马斯克本人。但这种松懈感持续的时间非常短暂，随着最新的消息宣布，情况反而变得更糟。”艾夫斯预计特斯拉股价周一将承压。他仍然给予该股“买入”评级，目标价为500美元。Fairlead Strategies的创始人兼市场技术分析师凯蒂·斯托克顿最近指出，特斯拉股票在300美元区间有支撑。这是投资者可以在周一关注的一个价位。斯托克顿并不是在对特斯拉股票做基本面判断。她是通过分析股票走势图和市场历史，来了解过去投资者倾向于在何处买入和卖出特斯拉股票。至于对国家的影响，目前还很难说。马斯克并未给出太多细节。里士满大学法学院Williams讲席教授卡尔·托比亚斯表示：“在短期内，美国党（America Party）的想法很可能让生活变得更加不可预测。”在“即将到来的2026年中期选举中……共和党和民主党都会竭尽全力争夺参议院和众议院的微弱多数席位。”","news_type":1,"symbols_score_info":{"DXYZ":1,"TSLL":1,"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":1881,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":454036301746256,"gmtCreate":1751870943192,"gmtModify":1751870945106,"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":[],"htmlText":"黑子这是有多穷，多送几个外卖都不至于连买个路由器都挑刺，没有技术升级和通货膨胀概念吗？","listText":"黑子这是有多穷，多送几个外卖都不至于连买个路由器都挑刺，没有技术升级和通货膨胀概念吗？","text":"黑子这是有多穷，多送几个外卖都不至于连买个路由器都挑刺，没有技术升级和通货膨胀概念吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/454036301746256","repostId":"2549498374","repostType":2,"isVote":1,"tweetType":1,"viewCount":1214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}