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今天跌了，果然是反手指No.1

高盛看好小米汽车，提升其今年销量预期至35万辆

IT之家 1 月 16 日消息，据 CNEVPOST 15 日的报道，高盛上调了小米电动汽车的销量预期，预计需求与产能前景更加乐观。分析师 Timothy Zhao 及团队发布的报告显示，已将小米 2025 年的电动车销量预期从 29 万辆上调至 35 万辆，较当前市场共识高出 21%。同时，2026 年销量预测也由 48 万辆上调至 65.5 万辆，增长幅度达到 48%。预计小米 2025 年在电动车及其他新业务上的研发投入将达 130 亿元人民币，比 2024 年增加 33 亿元人民币。

高盛看好小米汽车，提升其今年销量预期至35万辆

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href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>和<a href=\"https://laohu8.com/S/NIO\">蔚来</a>等企业的平均 1.0 倍市销比。</p><p>团队认为，小米的“英雄产品（hero product）”战略将<strong>推动长期增长和盈利</strong>，其产品线从 SU7 开始，并有望拓展至更大市场。</p><p>高盛还预计，小米智能电动车业务的非 IFRS（IT之家注：非国际财务报告准则）运营亏损将在 2024 年达到 68 亿元人民币后，逐步缩减至 2025 年的 40 亿元人民币以下，预计 <strong>2026 年将迎来盈亏平衡点</strong>。</p><p>预计小米 2025 年在电动车及其他新业务上的研发投入将达 130 亿元人民币，比 2024 年<strong>增</strong><strong>加 33 亿元人民币</strong>。</p><p>雷军曾在去年 12 月 31 日的围炉跨年直播活动中透露，小米汽车 2024 年交付超<strong> 13.5 万辆</strong>，<strong>2025 年交付目标 30 万</strong>。</p><p><img src=\"https://x0.ifengimg.com/res/2025/E6F82A89CDCA970930C6B9A7175139DCF7DC5BE2_size52_w640_h569.jpg\"/></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\" 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65.5 万辆，增长幅度达到 48%。目前，团队为小米电动车...</p>\n\n<a href=\"https://tech.ifeng.com/c/8gBv8JnjM61\">Web Link</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","LU0611395673.USD":"NINETY ONE GSF EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU2778985437.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"A\" (USD) INC","BK4585":"ETF&股票定投概念","LU0918141705.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AM\" (HKD) INC","BK1523":"武汉本地概念股","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU0499858438.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) INC","01810":"小米集团-W","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU0561508036.HKD":"ALLIANZ CHINA EQUITY \"A\" (HKD) INC","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","LU1813983027.USD":"MANULIFE GF DRAGON GROWTH \"AA\" (USD) INC","LU0052750758.USD":"富兰克林中国基金A Acc","LU0345776255.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" 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