$小米集团-W(01_老虎社区_美港股上老虎

2024-10-29

$小米集团-W(01810)$ 寄托于国内制造业的生态+零售的强力组合：家电，消费电子和车。当年 $苹果(AAPL)$ 都搞不定多sku，是苹果的生态+零售不行，还是当时美国的制造业不行？

根据市场研究机构Counterpoint Research周一发布的数据，得益于iPhone 16e的发布以及在日本、印度等国的强劲需求，苹果在今年一季度全球智能手机销量中位居榜首。此外根据美国海关的最新指南，智能手机和电脑将不受特朗普政府的“对等关税”政策的影响。苹果CEO库克曾在采访中表示：中国制造，不是因为便宜，而是因为没人能替代。【政策利好，大家看好苹果后市吗？接下来多少价位你会考虑进场？】

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