小米也算逆势上涨了_老虎社区_美港股上老虎

2023-10-17

小米也算逆势上涨了

Canalys：第三季度全球智能手机市场出货量同比下降1% 头部厂商步入复苏轨道

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Liu）指出：“华为和苹果的新产品发布在本季度点燃了市场，盖过了许多厂商旗舰系列的更新。华为Mate系列的新品搭载最新的麒麟芯片，在中国引起消费者的热烈反响。运营商正在竞相备货华为设备以满足激增的需求。与此同时，苹果正在加强其新的iPhone 15系列，提供更出色的性能和功能，以不断刺激需求。另一方面，三星正在减少在入门级市场的关注度以继续确保盈利性；小米和传音迅速抓住了新兴市场的反弹机会，提供具有竞争力的产品和渠道合作策略。如果小米和传音能延续成功策略，这些短期获利有可能会变成可持续的增长机会。\"</p><p><img src=\"http://img.zhitongcaijing.com/images/contentformat/8a27178fca485511f9921a525dfce783.jpg\"/></p><p>Canalys分析师朱嘉弢（Toby Zhu）补充说：“厂商应对市场反弹仍保持谨慎。全球宏观经济和地缘政治的不确定性使得新兴市场的复苏和渠道运营异常脆弱。Canalys的预测也指向中长期智能手机市场增长的放缓。对库存周转和终端需求的细致监控至关重要，以避免高库存带来的动荡。另外我们也看到，厂商正在战略性地重新建立渠道和零部件库存，以应对潜在的需求复苏和供应链成本上涨。当前短期订单激增伴随着先前供应能力的降低可能会导致结构性零部件短缺，从而对计划和生产构成挑战。\"</p><p><img src=\"http://img.zhitongcaijing.com/images/contentformat/c025fe6d8ce3810681c3105b1f528f4b.jpg\"/></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\" 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href=http://www.zhitongcaijing.com/content/detail/1007077.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获悉，10月17日，Canalys发文称，2023年第三季度，全球智能手机市场仅下跌1%，下滑势头有所减缓。在区域性复苏和新产品升级需求的带动下，全球智能手机市场在旺季前的第三季度达到两位数的环比增长。尽管三星同比有所下降，但其仍以20%的市场份额保持领先；而苹果(AAPL.US)以17%的市场份额夺得第二名。小米(01810)以14%的份额排名第三，其出货量同比和环比均有所恢复。...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1007077.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK4534":"瑞士信贷持仓","BK4576":"AR","BK4571":"数字音乐概念","LU0072462426.USD":"贝莱德全球配置 A2","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0109391861.USD":"富兰克林美国机遇基金A Acc","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","LU0080751232.USD":"富达环球多元动力基金A","LU0234570918.USD":"高盛全球核心股票组合Acc 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ACC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1007077.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2376174130","content_text":"智通财经APP获悉，10月17日，Canalys发文称，2023年第三季度，全球智能手机市场仅下跌1%，下滑势头有所减缓。在区域性复苏和新产品升级需求的带动下，全球智能手机市场在旺季前的第三季度达到两位数的环比增长。尽管三星同比有所下降，但其仍以20%的市场份额保持领先；而苹果(AAPL.US)以17%的市场份额夺得第二名。小米(01810)以14%的份额排名第三，其出货量同比和环比均有所恢复。OPPO(包括OnePlus)凭借在亚太地区的韧性，占据了市场份额的9%，位列第四。传音(688036.SH)以9%的份额和显著的年度增长率，稳居前五。尽管如此，在前五名之外，华为在中国市场通过Mate系列的新品获得强势复苏。Canalys分析师刘艺璇（Amber Liu）指出：“华为和苹果的新产品发布在本季度点燃了市场，盖过了许多厂商旗舰系列的更新。华为Mate系列的新品搭载最新的麒麟芯片，在中国引起消费者的热烈反响。运营商正在竞相备货华为设备以满足激增的需求。与此同时，苹果正在加强其新的iPhone 15系列，提供更出色的性能和功能，以不断刺激需求。另一方面，三星正在减少在入门级市场的关注度以继续确保盈利性；小米和传音迅速抓住了新兴市场的反弹机会，提供具有竞争力的产品和渠道合作策略。如果小米和传音能延续成功策略，这些短期获利有可能会变成可持续的增长机会。\"Canalys分析师朱嘉弢（Toby Zhu）补充说：“厂商应对市场反弹仍保持谨慎。全球宏观经济和地缘政治的不确定性使得新兴市场的复苏和渠道运营异常脆弱。Canalys的预测也指向中长期智能手机市场增长的放缓。对库存周转和终端需求的细致监控至关重要，以避免高库存带来的动荡。另外我们也看到，厂商正在战略性地重新建立渠道和零部件库存，以应对潜在的需求复苏和供应链成本上涨。当前短期订单激增伴随着先前供应能力的降低可能会导致结构性零部件短缺，从而对计划和生产构成挑战。\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":993,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":18,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/231497697284360"}