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跷二郎腿的女汉纸
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跷二郎腿的女汉纸
11-11
全球四强哪来的华为?
小米15系列:日均销量近17万台
跷二郎腿的女汉纸
05-23
起飞
小米Q1经调净利同比翻番!2024全年冲刺12万辆交付目标
跷二郎腿的女汉纸
04-30
$小米集团-W(01810)$
小米市值会在五年内超越苹果
跷二郎腿的女汉纸
04-20
财富增长方式有主业,副业,理财。 我的主业:教育;副业:自媒体;理财:炒股等。
@挚文集团
@华兴资本
@快手科技
@小米公司
@拼多多
@小虎活动:【有奖活动】除了炒股,你还通过哪些方式实现了财富的增长?
跷二郎腿的女汉纸
03-28
$小米集团-W(01810)$
别装了,赶紧起飞吧,你还有下降空间吗?are you OK?
跷二郎腿的女汉纸
03-12
$小米集团-W(01810)$
20
跷二郎腿的女汉纸
02-28
$高途(GOTU)$
后半夜还会涨一波,不涨就是盘后涨,
跷二郎腿的女汉纸
2023-12-13
长期观察菊花,这个公司没有底线,他说的话完全不能信
小米:余承东先生无端针对我司龙骨转轴技术发布不实言论
跷二郎腿的女汉纸
2023-11-21
$小米集团-W(01810)$
今天跌明天是不是就涨
跷二郎腿的女汉纸
2022-03-15
$小米集团-W(01810)$
感觉能重回8块
跷二郎腿的女汉纸
2022-01-29
$纳指三倍做多ETF(TQQQ)$
其实现在可以多了,跟民意反向操作
$小鹏汽车-W(09868)$
$阿里巴巴-SW(09988)$
$腾讯控股(00700)$
$小米集团-W(01810)$
跷二郎腿的女汉纸
2022-01-29
$小鹏汽车(XPEV)$
可以小仓位入点
跷二郎腿的女汉纸
2022-01-29
$二倍做多彭博原油ETF(UCO)$
持续看多,入手不亏
跷二郎腿的女汉纸
2022-01-27
这篇文章不错,转发给大家看
@小虎活动:加入滑雪夺金赛,赢最高2022美元股票代金券,还有限量版小虎盲盒等你拿!
跷二郎腿的女汉纸
2022-01-27
$小米集团-W(01810)$
小米是一家伟大的公司,它不该是这个样子
$哔哩哔哩-SW(09626)$
$快手-W(01024)$
$腾讯控股(00700)$
跷二郎腿的女汉纸
2022-01-26
$小米集团-W(01810)$
这是黄金坑还是刚刚开始?
$小米集团-W(01810)$
跷二郎腿的女汉纸
2021-12-13
$小米集团-W(01810)$
小米股价这样跟雷总太抠有关系,雷总及小米几个创始人成本太低,股份太多,券商拿不到成本低的股票,干脆不拉
$小鹏汽车-W(09868)$
$腾讯控股(00700)$
跷二郎腿的女汉纸
2021-09-09
$小米集团-W(01810)$
小米必须要狠狠血洗空军一次,不然就总是抬不起头做人
跷二郎腿的女汉纸
2021-06-15
$优信(UXIN)$
韭菜以为看透了一切啊,还跌到3块,行,我加仓
跷二郎腿的女汉纸
2021-06-04
$高途(GOTU)$
完了,十块是板上钉钉了,就看会不会回到发行价了
去老虎APP查看更多动态
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12:07","market":"hk","language":"zh","title":"小米15系列:日均销量近17万台","url":"https://stock-news.laohu8.com/highlight/detail?id=2482247763","media":"华尔街见闻","summary":"雷军推动小米手机高端化之路的全新起点。","content":"<p>作者:周源/华尔街见闻</p><p>如果只看小米15系列发布会,估计想不到这个系列会成为小米史上销量最火爆的机型。</p><p>11月9日,小米集团合伙人、总裁、手机部总裁兼小米品牌总经理卢伟冰在直播中确认,小米15系列手机的销量已经突破100万台,而且该系列机型破百万的速度要快于前代机型小米14系列。</p><p>小米15系列是小米目前最顶级的高端旗舰机型,于10月29日发布,11月31日开售。</p><p>始自小米11系列的小米<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>手机的高端之路,历经小米11系列的试水、小米12系列的起步、小米13系列的盈利、小米14系列的爆卖和小米15系列在最短时间内销量突破百万台,渐有大成之趋势。</p><p>从2020年12月28日发布小米11系列开始至今,小米集团创始人、董事长、CEO雷军推动小米智能手机高端化之梦,有了一个全新起点。</p><p>这是一个全新的历史起点。全球智能手机市场,是否做好了迎来又一个来自中国的高端智能手机品牌的准备?</p><h2 id=\"id_4089757744\">15系列助推小米成W44第一</h2><p>华尔街见闻从供应链独家获得的信息显示,小米15系列开售4天内,也就是10月31日至11月3日,小米15系列每天销量高达近17万台,总销量高达68万台+。</p><p>这个销量已经直追<a href=\"https://laohu8.com/S/AAPL\">苹果</a>iPhone 16系列开售时的受欢迎程度,即使是在2023年8月29日突袭市场的华为Mate 60系列,也无法与小米15系列相比。当然,也可能是因为Mate 60系列当时的产能有限。</p><p>另有市场消息称,W44,即10月28日至11月3日,中国智能手机市场双线合计的单品Top10排名显示,小米15系列直接夺冠,力压iPhone 16 Pro系列。</p><p>华尔街见闻从供应链独家获得的权威机构统计数据也同样显示,在W44,小米销量份额达到惊人的22.5%,超过华为的16.4%和苹果的16.3%,位居中国智能手机市场第一。</p><p>在W44,小米新机只有小米15系列,开售时间是10月31日。</p><p>但是,小米15系列备货量似乎不是很充裕,最近一段时间,该系列每天的销量下滑较大。</p><p>“小米15系列在备货时,确实仍过于保守。”华尔街见闻从可靠渠道获悉,“没想到这个系列会卖得如此火爆。小米正在加快备货速度。”卢伟冰也在此前就小米15部分版本缺货向消费者表达歉意,并承诺已安排提拉生产以追赶货源。</p><p>小米智能手机高端之路始自小米11系列,之后在推出12系列时官宣与徕卡深度合作。据供应链消息称,到小米13系列时小米实现了盈利;小米14系列推出后成为当时小米史上最受欢迎高端旗舰机型,但当时有市场评论人士认为,小米14系列之所以爆卖,原因有两个——</p><p>首先,小米14系列当时首发搭载<a href=\"https://laohu8.com/S/QCOM\">高通</a>骁龙年度移动旗舰平台骁龙8Gen 3,有约10天左右的独享期。也就是说,搭载高通骁龙8Gen 3移动平台的小米14系列,在约10天时内,是当时市场唯一搭载高通最新旗舰移动平台的智能手机。</p><p>其次,当时华为突然向市场直接推出华为Mate 60系列,这是华为遭遇众所周知事件之后,推出的搭载国产芯片(即传闻中的麒麟9100)的第一台高端旗舰,引爆了市场约积攒了4-5年的购买国产高端旗舰机型的热情。</p><p>所谓国产芯片,是指芯片制造方也是中国公司。从设计到制造,都是中国独立知识产权,这被认为是纯国产高端芯片。</p><p>同样由于全市场都知道的原因,华为Mate 60系列当时供货不足,导致市场需求出现空白期,而小米14系列刚好填补了这个需求真空期。</p><p>在华为Mate 60因产能紧张而供应不足的时间窗口期,小米14系列供应充足,同时价格相对较低,起价为3999元。</p><p>在这两个因素叠加之下,小米14系列大受市场欢迎,销量在极短时间内突破百万台。</p><p>那么,这个极短时间,有多短?有没有量化数据?</p><h2 id=\"id_1537361948\">追平华为:高端四年功成</h2><p>这次小米15系列销量破百万台,卢伟冰没有透露具体的时间节点,但他说,“该系列机型破百万的速度要快于前代机型小米14系列”。</p><p>2023年小米14系列开售一周后,小米集团创始人、董事长、CEO雷军曾发微博回应市场关于小米14系列在一周内销量突破百万台的传闻时称,“小米14销量确实过了百万台,但缺货还是严重,正拼命催单,请大家耐心等等。”</p><p>若参考小米14系列销量破百万台的时间是在一周内,那么小米15系列“破百”的速度,应该也是在一周内,而且“达标”速度比小米14系列更快。</p><p>此次小米15系列上市时,不再具备2023年小米14系列上市时那两个条件。iPhone 16系列早在9月20日就已经开售;10月19日,vivo X200系列开售;10月30日,OPPO Find X8系列开售。</p><p>另外,vivo X200系列和OPPO Find X8系列的起售价分别为4299元和4199元,而小米15系列在这三款旗舰机型中最晚开售,即10月31日,起售价却高达4499元,仅比iPhone 16系列的起售价5999元便宜。但MOV国产旗舰的起售价,向来比苹果iPhone系列低。</p><p>因此,如果说小米14系列实现大卖还有借势的原因,那么小米15系列如此火爆,那是实打实的品牌势能体现。</p><p>从硬件配置看,小米15系列相比前代产品,并没有突出的优势,技术也没有显著的大版本迭代。在做小米15系列卖点讲解时,小米将重点放在外形设计、色彩和手感等感性层面——雷军为小米15系列推出了40多种色彩,这在全球智能手机史上还是首次。</p><p>有多位市场观察人士(包括小米竞对、供应链人士和行业分析师等)认为,小米从14系列开始,高端旗舰智能手机大爆,得益于小米成功推出的首款汽车——小米SU7带来的品牌势能加持。</p><p>这些人士有个共识,小米推出的堪称现象级汽车产品“小米SU7”,成功拔高了小米品牌的势能,而小米通过SU7与女性用户的对话,也极为成功,故而这种品牌势能笼罩下的小米高端智能旗舰,也同步被市场广为接受。</p><p>这种品牌势能的影响力如何?</p><p>据2023年11月28日,华尔街见闻从供应链多个权威渠道独家获取的消息显示,在小米14系列新机购买者中,有近40%的新用户,来自苹果或华为的原用户。</p><p>按照小米15系列当前的销量速度,若小米解决备货量问题——小米15系列的备货不足,与2023年的华为Mate 60遇到的困难,并非同等性质,因而小米必然很快会解决这个问题。如此一来,小米15系列有望成为小米史上首款销量突破1000万台的高端旗舰。</p><p>回望历史,华为当年站稳高端旗舰智能手机市场的首款机型是Mate 7系列,当时实现的销量为700万台+;若小米15系列销量能突破千万级,那么小米智能手机的高端之路,必然大成。</p><p>这是一个比华为当年站稳智能高端旗舰市场更高的起点。从2020年12月18日小米发布11系列至今,雷军推动小米智能手机高端化的努力,进入了一个全新阶段。</p><p>华尔街见闻注意到,华为在2010年成立如今的华为消费者终端(CBG),开始推动华为智能手机高端化。</p><p>4年后的2014年,,华为Mate7系列以700万台+的销量,拿下智能手机高端市场入场券。从此,华为智能手机在高端市场,形成与苹果和<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>的鼎立并峙之势。</p><p>小米从攻略高端市场至今,恰好也是4年,全球智能手机市场的高端格局,将从三国杀,变成四强争霸?</p><p>无论结果如何,全球四强,中国独占其二,这是中国高端智造的胜利。当然,小米还需在全球市场证明自己的高端能力。</p>","source":"wallstreetcn_hot_news","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15系列:日均销量近17万台</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://wpimg-wscn.awtmt.com/cfe48ab4-e7c8-4f6c-abed-3a2f38de704c.png","relate_stocks":{"81810":"小米集团-WR","01810":"小米集团-W","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","LU1719994722.HKD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (HKD) ACC","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","BK1523":"武汉本地概念股","LU1328277881.USD":"MANULIFE GF DRAGON GROWTH FUND \"AA\" (USD) INC","BK1193":"电脑硬件、储存设备及电脑周边","LU0611395673.USD":"NINETY ONE GSF EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","BK1521":"挪威政府全球养老基金持仓","LU0345776255.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) INC","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) 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CHINESE EQUITY \"AC\" (HKD) ACC","SG9999002463.SGD":"LionGlobal China Growth SGD","XIACY":"小米集团ADR","LU0561508036.HKD":"ALLIANZ CHINA EQUITY \"A\" (HKD) INC"},"source_url":"https://wallstreetcn.com/articles/3733603","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2482247763","content_text":"作者:周源/华尔街见闻如果只看小米15系列发布会,估计想不到这个系列会成为小米史上销量最火爆的机型。11月9日,小米集团合伙人、总裁、手机部总裁兼小米品牌总经理卢伟冰在直播中确认,小米15系列手机的销量已经突破100万台,而且该系列机型破百万的速度要快于前代机型小米14系列。小米15系列是小米目前最顶级的高端旗舰机型,于10月29日发布,11月31日开售。始自小米11系列的小米智能手机的高端之路,历经小米11系列的试水、小米12系列的起步、小米13系列的盈利、小米14系列的爆卖和小米15系列在最短时间内销量突破百万台,渐有大成之趋势。从2020年12月28日发布小米11系列开始至今,小米集团创始人、董事长、CEO雷军推动小米智能手机高端化之梦,有了一个全新起点。这是一个全新的历史起点。全球智能手机市场,是否做好了迎来又一个来自中国的高端智能手机品牌的准备?15系列助推小米成W44第一华尔街见闻从供应链独家获得的信息显示,小米15系列开售4天内,也就是10月31日至11月3日,小米15系列每天销量高达近17万台,总销量高达68万台+。这个销量已经直追苹果iPhone 16系列开售时的受欢迎程度,即使是在2023年8月29日突袭市场的华为Mate 60系列,也无法与小米15系列相比。当然,也可能是因为Mate 60系列当时的产能有限。另有市场消息称,W44,即10月28日至11月3日,中国智能手机市场双线合计的单品Top10排名显示,小米15系列直接夺冠,力压iPhone 16 Pro系列。华尔街见闻从供应链独家获得的权威机构统计数据也同样显示,在W44,小米销量份额达到惊人的22.5%,超过华为的16.4%和苹果的16.3%,位居中国智能手机市场第一。在W44,小米新机只有小米15系列,开售时间是10月31日。但是,小米15系列备货量似乎不是很充裕,最近一段时间,该系列每天的销量下滑较大。“小米15系列在备货时,确实仍过于保守。”华尔街见闻从可靠渠道获悉,“没想到这个系列会卖得如此火爆。小米正在加快备货速度。”卢伟冰也在此前就小米15部分版本缺货向消费者表达歉意,并承诺已安排提拉生产以追赶货源。小米智能手机高端之路始自小米11系列,之后在推出12系列时官宣与徕卡深度合作。据供应链消息称,到小米13系列时小米实现了盈利;小米14系列推出后成为当时小米史上最受欢迎高端旗舰机型,但当时有市场评论人士认为,小米14系列之所以爆卖,原因有两个——首先,小米14系列当时首发搭载高通骁龙年度移动旗舰平台骁龙8Gen 3,有约10天左右的独享期。也就是说,搭载高通骁龙8Gen 3移动平台的小米14系列,在约10天时内,是当时市场唯一搭载高通最新旗舰移动平台的智能手机。其次,当时华为突然向市场直接推出华为Mate 60系列,这是华为遭遇众所周知事件之后,推出的搭载国产芯片(即传闻中的麒麟9100)的第一台高端旗舰,引爆了市场约积攒了4-5年的购买国产高端旗舰机型的热情。所谓国产芯片,是指芯片制造方也是中国公司。从设计到制造,都是中国独立知识产权,这被认为是纯国产高端芯片。同样由于全市场都知道的原因,华为Mate 60系列当时供货不足,导致市场需求出现空白期,而小米14系列刚好填补了这个需求真空期。在华为Mate 60因产能紧张而供应不足的时间窗口期,小米14系列供应充足,同时价格相对较低,起价为3999元。在这两个因素叠加之下,小米14系列大受市场欢迎,销量在极短时间内突破百万台。那么,这个极短时间,有多短?有没有量化数据?追平华为:高端四年功成这次小米15系列销量破百万台,卢伟冰没有透露具体的时间节点,但他说,“该系列机型破百万的速度要快于前代机型小米14系列”。2023年小米14系列开售一周后,小米集团创始人、董事长、CEO雷军曾发微博回应市场关于小米14系列在一周内销量突破百万台的传闻时称,“小米14销量确实过了百万台,但缺货还是严重,正拼命催单,请大家耐心等等。”若参考小米14系列销量破百万台的时间是在一周内,那么小米15系列“破百”的速度,应该也是在一周内,而且“达标”速度比小米14系列更快。此次小米15系列上市时,不再具备2023年小米14系列上市时那两个条件。iPhone 16系列早在9月20日就已经开售;10月19日,vivo X200系列开售;10月30日,OPPO Find X8系列开售。另外,vivo X200系列和OPPO Find X8系列的起售价分别为4299元和4199元,而小米15系列在这三款旗舰机型中最晚开售,即10月31日,起售价却高达4499元,仅比iPhone 16系列的起售价5999元便宜。但MOV国产旗舰的起售价,向来比苹果iPhone系列低。因此,如果说小米14系列实现大卖还有借势的原因,那么小米15系列如此火爆,那是实打实的品牌势能体现。从硬件配置看,小米15系列相比前代产品,并没有突出的优势,技术也没有显著的大版本迭代。在做小米15系列卖点讲解时,小米将重点放在外形设计、色彩和手感等感性层面——雷军为小米15系列推出了40多种色彩,这在全球智能手机史上还是首次。有多位市场观察人士(包括小米竞对、供应链人士和行业分析师等)认为,小米从14系列开始,高端旗舰智能手机大爆,得益于小米成功推出的首款汽车——小米SU7带来的品牌势能加持。这些人士有个共识,小米推出的堪称现象级汽车产品“小米SU7”,成功拔高了小米品牌的势能,而小米通过SU7与女性用户的对话,也极为成功,故而这种品牌势能笼罩下的小米高端智能旗舰,也同步被市场广为接受。这种品牌势能的影响力如何?据2023年11月28日,华尔街见闻从供应链多个权威渠道独家获取的消息显示,在小米14系列新机购买者中,有近40%的新用户,来自苹果或华为的原用户。按照小米15系列当前的销量速度,若小米解决备货量问题——小米15系列的备货不足,与2023年的华为Mate 60遇到的困难,并非同等性质,因而小米必然很快会解决这个问题。如此一来,小米15系列有望成为小米史上首款销量突破1000万台的高端旗舰。回望历史,华为当年站稳高端旗舰智能手机市场的首款机型是Mate 7系列,当时实现的销量为700万台+;若小米15系列销量能突破千万级,那么小米智能手机的高端之路,必然大成。这是一个比华为当年站稳智能高端旗舰市场更高的起点。从2020年12月18日小米发布11系列至今,雷军推动小米智能手机高端化的努力,进入了一个全新阶段。华尔街见闻注意到,华为在2010年成立如今的华为消费者终端(CBG),开始推动华为智能手机高端化。4年后的2014年,,华为Mate7系列以700万台+的销量,拿下智能手机高端市场入场券。从此,华为智能手机在高端市场,形成与苹果和三星的鼎立并峙之势。小米从攻略高端市场至今,恰好也是4年,全球智能手机市场的高端格局,将从三国杀,变成四强争霸?无论结果如何,全球四强,中国独占其二,这是中国高端智造的胜利。当然,小米还需在全球市场证明自己的高端能力。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308961066295592,"gmtCreate":1716457748826,"gmtModify":1716457750372,"author":{"id":"3494829324270404","authorId":"3494829324270404","name":"跷二郎腿的女汉纸","avatar":"https://static.tigerbbs.com/0a5cb82877e559e0b59c132013c84f4a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494829324270404","authorIdStr":"3494829324270404"},"themes":[],"htmlText":"起飞","listText":"起飞","text":"起飞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308961066295592","repostId":"1110254806","repostType":2,"repost":{"id":"1110254806","kind":"news","pubTimestamp":1716456360,"share":"https://www.laohu8.com/m/news/1110254806?lang=&edition=full","pubTime":"2024-05-23 17:26","market":"us","language":"zh","title":"小米Q1经调净利同比翻番!2024全年冲刺12万辆交付目标","url":"https://stock-news.laohu8.com/highlight/detail?id=1110254806","media":"华尔街见闻","summary":"小米智能手机业务持续回暖,一季度营收同比增32.9%至465亿元,备受关注的汽车业务方面,小米 SU7累计锁单达8.8万辆,2024全年冲刺12万辆交付目标。财报显示,小米集团第一季度营收755.1亿元人民币,同比增长27%,超出市场预估735.4亿。经营利润为36.83亿元,同比减少37.6%,市场预估为50.7亿元。小米全球智能手机出货量为4060万台,同比增长33.7%,大幅超出全球市场的平均增幅9.8%。截至一季度,AIoT平台已连接的IoT设备数增至7.9亿,同比增长27.2%。","content":"<html><head></head><body><blockquote><p><strong>小米智能手机业务持续回暖,一季度营收同比增32.9%至465亿元,备受关注的汽车业务方面,小米 SU7累计锁单达8.8万辆。</strong></p></blockquote><p style=\"text-align: justify;\">5月23日周四港股盘后,小米集团公布截至2024年3月31日止的一季度业绩。</p><p style=\"text-align: justify;\"><strong>财报显示,小米集团第一季度营收755.1亿元人民币,同比增长27%,超出市场预估735.4亿。</strong>经营利润为36.83亿元,同比减少37.6%,市场预估为50.7亿元。</p><p style=\"text-align: justify;\"><strong>经调整净利润65亿元,同比增长100.8%,市场预计为51.3亿元</strong>,其中包括智能电动汽车等创新业务费用23亿元。整体毛利率也有所提升,同比提升2.8个百分点至22.3%。</p><p style=\"text-align: justify;\">备受关注的汽车业务方面,截至2024年4月30日,小米SU7系列的累计锁单量已经达到了88063辆,而截至2024年5月15日,该系列的累计交付新车数量已经达到了10000辆。</p><p style=\"text-align: justify;\"><strong>在小米财报发布后的电话会议中,小米总裁卢伟冰表示,小米要确保2024全年交付量达到10万台,冲刺12万辆交付目标。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eca64aafd8eab990ccfca1dd27d714be\" tg-width=\"640\" tg-height=\"340\"/></p><h2 id=\"id_3461593884\">智能手机业务持续回暖</h2><p style=\"text-align: justify;\">财报显示,核心的智能手机业务持续回暖,<strong>一季度营收465亿元,同比增长32.9%</strong>,也超出市场预期的735.4亿,连续3个季度实现同比增长。</p><p style=\"text-align: justify;\">该业务一季度毛利率14.8%,去年同期为11.2%,主要是由于产品结构改善,以及核心零部件成本下降所致。</p><p style=\"text-align: justify;\">小米全球智能手机出货量为4060万台,同比增长33.7%,大幅超出全球市场的平均增幅9.8%。据Canalys数据,小米本季度出货量排名前三,市占率为13.8%,连续第15个季度排名稳居全球前三。</p><p style=\"text-align: justify;\">不过,智能手机的平均销售单价(ASP)同比微幅下滑,由去年一季度每部人民币1151.6元轻微减少0.6%至每部1144.7元。小米表示,这是由于ASP较低的境外市场收入占比增加。</p><p style=\"text-align: justify;\"> </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f487aa2397a650a8b923042b54eee38\" tg-width=\"640\" tg-height=\"289\"/></p><h2 id=\"id_2377736449\">IoT与生活消费产品营收超预期 全球MIUI月活用户6.58亿</h2><p style=\"text-align: justify;\">财报显示,IoT与生活消费产品分部收入204亿元,同比增加21.0%,好于市场预期的196.6亿元。毛利率由去年同期的15.7%增加至19.9%。</p><p style=\"text-align: justify;\">小米表示,主要是由于平板、智能大家电及可穿戴产品收入及毛利率增加。</p><p style=\"text-align: justify;\">具体来看,平板收入同比增加70.5%,平板全球出货量同比增加92.6%;智能大家电收入同比增加46.0%,主要是由于中国大陆的空调、冰箱及洗衣机出货量增加;智能电视及笔记本电脑收入同比保持稳定。</p><p style=\"text-align: justify;\">小米可穿戴设备实现突破,据Canalys数据,小米Q1 TWS耳机出货量在中国大陆市场荣获第一,在全球市场首次超过三星,排名升至第二。</p><p style=\"text-align: justify;\">此外,互联网服务分部收入80亿元,超出市场预期的77亿元,其中广告业务收入增加被部分被游戏业务收入减少抵销。</p><p style=\"text-align: justify;\">月活用户方面,小米2024年3月全球月活跃用户数达到6.58亿,同比增长10.6%。截至一季度,AIoT平台已连接的IoT设备数增至7.9亿,同比增长27.2%。</p><h2 id=\"id_3963244382\">小米全年冲刺12万交付目标</h2><p style=\"text-align: justify;\">Xiaomi SU7系列受到市场广泛关注,截至2024年4月30日,Xiaomi SU7系列 累计锁单量达到88063辆。截至2024年5月15日,累计交付新车达到10000辆。</p><p style=\"text-align: justify;\"><strong>小米目标是,6月Xiaomi SU7系列单月新车交付量超过1万辆,2024全年新车交付目标将冲刺12万辆。此前小米方面披露的SU7交付目标为超过10万辆。</strong></p><p style=\"text-align: justify;\">在智能座舱方面,Xiaomi SU7系列 内置小米澎湃OS,实现流畅的车机和手机跨端互联、车机和米家智能设备互联。同时,Xiaomi SU7系列 搭载了人工智能助理“小爱同学”,五音区语音交互进一步提升用户体验。此外,Xiaomi SU7系列 的中控台等支持多设备拓展,可打造丰富的智能生态。</p><p style=\"text-align: justify;\">在销售服务网络建设方面,小米计划,到2024年年底,小米汽车的销售服务网络将达到219家销售门店,覆盖46个城市;143家服务中心,覆盖86个城市。</p></body></html>","source":"lsy1700700604709","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Q1经调净利同比翻番!2024全年冲刺12万辆交付目标</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Q1经调净利同比翻番!2024全年冲刺12万辆交付目标\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-23 17:26 北京时间 <a href=https://wallstreetcn.com/articles/3715615><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>小米智能手机业务持续回暖,一季度营收同比增32.9%至465亿元,备受关注的汽车业务方面,小米 SU7累计锁单达8.8万辆。5月23日周四港股盘后,小米集团公布截至2024年3月31日止的一季度业绩。财报显示,小米集团第一季度营收755.1亿元人民币,同比增长27%,超出市场预估735.4亿。经营利润为36.83亿元,同比减少37.6%,市场预估为50.7亿元。经调整净利润65亿元,同比增长...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3715615\">Web Link</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":{"01810":"小米集团-W","XIACY":"小米集团ADR"},"source_url":"https://wallstreetcn.com/articles/3715615","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110254806","content_text":"小米智能手机业务持续回暖,一季度营收同比增32.9%至465亿元,备受关注的汽车业务方面,小米 SU7累计锁单达8.8万辆。5月23日周四港股盘后,小米集团公布截至2024年3月31日止的一季度业绩。财报显示,小米集团第一季度营收755.1亿元人民币,同比增长27%,超出市场预估735.4亿。经营利润为36.83亿元,同比减少37.6%,市场预估为50.7亿元。经调整净利润65亿元,同比增长100.8%,市场预计为51.3亿元,其中包括智能电动汽车等创新业务费用23亿元。整体毛利率也有所提升,同比提升2.8个百分点至22.3%。备受关注的汽车业务方面,截至2024年4月30日,小米SU7系列的累计锁单量已经达到了88063辆,而截至2024年5月15日,该系列的累计交付新车数量已经达到了10000辆。在小米财报发布后的电话会议中,小米总裁卢伟冰表示,小米要确保2024全年交付量达到10万台,冲刺12万辆交付目标。智能手机业务持续回暖财报显示,核心的智能手机业务持续回暖,一季度营收465亿元,同比增长32.9%,也超出市场预期的735.4亿,连续3个季度实现同比增长。该业务一季度毛利率14.8%,去年同期为11.2%,主要是由于产品结构改善,以及核心零部件成本下降所致。小米全球智能手机出货量为4060万台,同比增长33.7%,大幅超出全球市场的平均增幅9.8%。据Canalys数据,小米本季度出货量排名前三,市占率为13.8%,连续第15个季度排名稳居全球前三。不过,智能手机的平均销售单价(ASP)同比微幅下滑,由去年一季度每部人民币1151.6元轻微减少0.6%至每部1144.7元。小米表示,这是由于ASP较低的境外市场收入占比增加。 IoT与生活消费产品营收超预期 全球MIUI月活用户6.58亿财报显示,IoT与生活消费产品分部收入204亿元,同比增加21.0%,好于市场预期的196.6亿元。毛利率由去年同期的15.7%增加至19.9%。小米表示,主要是由于平板、智能大家电及可穿戴产品收入及毛利率增加。具体来看,平板收入同比增加70.5%,平板全球出货量同比增加92.6%;智能大家电收入同比增加46.0%,主要是由于中国大陆的空调、冰箱及洗衣机出货量增加;智能电视及笔记本电脑收入同比保持稳定。小米可穿戴设备实现突破,据Canalys数据,小米Q1 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12:43","market":"hk","language":"zh","title":"小米:余承东先生无端针对我司龙骨转轴技术发布不实言论","url":"https://stock-news.laohu8.com/highlight/detail?id=1142354611","media":"老虎资讯综合","summary":"与事实严重不符。","content":"<html><head></head><body><p>小米公司发文:近日,余承东先生无端针对我司龙骨转轴技术发布不实言论,与事实严重不符。我们请余承东先生遵循“科学与严谨”的基本规则,请勿再抹黑同行、误导公众。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4338177799c4029094b8c77367ec6ea6\" title=\"\" tg-width=\"1483\" tg-height=\"4000\"/></p><p>此次事件起因于近日2023花粉年会上,华为终端BG CEO余承东对于知识产权的表态,余承东称:“友商抄袭时称不太尊重我们(华为)的知识产权,拿过去随便编个名字就说自己的。<strong>双旋水滴铰链直接变成龙骨铰链,龙骨是不存在的</strong>。”</p><p style=\"text-align: justify;\">虽然余承东上述言论没提厂商名字,但业内猜测此番表态很可能是针对小米。余承东所说的“龙骨铰链”,恰好与小米 MIX Fold 3 手机的“小米龙骨转轴”名称类似。</p><p style=\"text-align: justify;\">根据小米董事长雷军此前的介绍,小米龙骨转轴包含198个零件,14个可活动关节,3级连杆结构,在实现轻薄的同时还能提供更好的屏幕保护力。<strong>雷军更是称小米龙骨转轴是小米深耕底层核心技术的成果之一。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d192cfe6eddfd9e906abc6f563af64ab\" tg-width=\"640\" tg-height=\"853\"/></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:余承东先生无端针对我司龙骨转轴技术发布不实言论</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; 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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:余承东先生无端针对我司龙骨转轴技术发布不实言论\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\">2023-12-12 12:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>小米公司发文:近日,余承东先生无端针对我司龙骨转轴技术发布不实言论,与事实严重不符。我们请余承东先生遵循“科学与严谨”的基本规则,请勿再抹黑同行、误导公众。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4338177799c4029094b8c77367ec6ea6\" title=\"\" tg-width=\"1483\" tg-height=\"4000\"/></p><p>此次事件起因于近日2023花粉年会上,华为终端BG CEO余承东对于知识产权的表态,余承东称:“友商抄袭时称不太尊重我们(华为)的知识产权,拿过去随便编个名字就说自己的。<strong>双旋水滴铰链直接变成龙骨铰链,龙骨是不存在的</strong>。”</p><p style=\"text-align: justify;\">虽然余承东上述言论没提厂商名字,但业内猜测此番表态很可能是针对小米。余承东所说的“龙骨铰链”,恰好与小米 MIX Fold 3 手机的“小米龙骨转轴”名称类似。</p><p style=\"text-align: justify;\">根据小米董事长雷军此前的介绍,小米龙骨转轴包含198个零件,14个可活动关节,3级连杆结构,在实现轻薄的同时还能提供更好的屏幕保护力。<strong>雷军更是称小米龙骨转轴是小米深耕底层核心技术的成果之一。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d192cfe6eddfd9e906abc6f563af64ab\" tg-width=\"640\" tg-height=\"853\"/></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"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142354611","content_text":"小米公司发文:近日,余承东先生无端针对我司龙骨转轴技术发布不实言论,与事实严重不符。我们请余承东先生遵循“科学与严谨”的基本规则,请勿再抹黑同行、误导公众。此次事件起因于近日2023花粉年会上,华为终端BG CEO余承东对于知识产权的表态,余承东称:“友商抄袭时称不太尊重我们(华为)的知识产权,拿过去随便编个名字就说自己的。双旋水滴铰链直接变成龙骨铰链,龙骨是不存在的。”虽然余承东上述言论没提厂商名字,但业内猜测此番表态很可能是针对小米。余承东所说的“龙骨铰链”,恰好与小米 MIX Fold 3 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第一次全球性的金融危机是1987-1988年。其标志性事件是「黑色星期一」。 第二次金融危机就是1997—1998亚洲金融危机,其标志性事件就是1998香港金融保卫战。 第三次金融危机是指2007—2008因为次贷危机引发的全球金融风暴。 而且金融危机的时候政府总不会发个报纸说我们正处在金融危机里面吧?这都是之后人们总结的。 多年的房价暴走,制造业衰退,又加上美国现在的贸易保护主义,这一切或许是金融危机的前兆。 那么先对股市近期,中期,长期分别预测一下: 近期(几天到十几天不等):经过前面几个月的熊市,又加上受土耳其汇率影响带来的暴跌,一些股票已经到底,股市可能短期回升几天,美股股一些好股票尝试可以抄一抄底,赚个短线。 中期(数月乃至一两年):中美贸易战,贸易保护主义的全球蔓延,以及中国自身的发展问题可能导致全球经济衰退,这一时期可能会横盘或者阴跌一段时间然后直接暴跌。建议空仓观望。 长期(危机之后):股市复苏,会迎来新一轮牛市。 写的不好轻点喷,觉得还行可以点个关注😏 #港股大时代# #美股百科# #网易PK腾讯# $京东(JD)$ $信而富(XRF)$ $宜人贷(YRD)$ $小米集团-W(01810)$ $腾讯控股(00700)$ $阿里巴巴(BABA)$ @小虎活动 @__33 @老虎研报@阳光彩虹派 @Tony特别帅","listText":"小姑娘初来乍到,写一篇长文实在诚惶诚恐。 前几天刚入美港股的时候,一看到各公司的k线图,就知道可能来到了半山腰了。 果不其然,除了前期自己一波操作猛如狗,赚了一点钱之外,后面随着土耳其汇率崩盘,跌的让我以为金融危机又来了。 人也确实要顺势而为(雷总名句),大环境不好就不要瞎折腾。 不过可能真的是金融危机要来了,金融危机十年左右来一次。 第一次全球性的金融危机是1987-1988年。其标志性事件是「黑色星期一」。 第二次金融危机就是1997—1998亚洲金融危机,其标志性事件就是1998香港金融保卫战。 第三次金融危机是指2007—2008因为次贷危机引发的全球金融风暴。 而且金融危机的时候政府总不会发个报纸说我们正处在金融危机里面吧?这都是之后人们总结的。 多年的房价暴走,制造业衰退,又加上美国现在的贸易保护主义,这一切或许是金融危机的前兆。 那么先对股市近期,中期,长期分别预测一下: 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