白交
12-18
小米汽车、小米家电都是很有看点的
高盛:小米集团-W(01810)智能手机及物联网第四季或实现高于行业16%的增长
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP,发表看法
APP内打开
发表看法
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":382866232308024,"tweetId":"382866232308024","gmtCreate":1734508343351,"gmtModify":1734508345600,"author":{"id":4125562273855122,"idStr":"4125562273855122","authorId":4125562273855122,"authorIdStr":"4125562273855122","name":"白交","avatar":"https://static.tigerbbs.com/66c20df54d4968fb91d179120e358d62","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":18,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body>小米汽车、小米家电都是很有看点的</body></html>","htmlText":"<html><head></head><body>小米汽车、小米家电都是很有看点的</body></html>","text":"小米汽车、小米家电都是很有看点的","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/382866232308024","repostId":2492279922,"repostType":2,"repost":{"id":"2492279922","kind":"news","pubTimestamp":1734502651,"share":"https://www.laohu8.com/m/news/2492279922?lang=&edition=full","pubTime":"2024-12-18 14:17","market":"us","language":"zh","title":"高盛:小米集团-W(01810)智能手机及物联网第四季或实现高于行业16%的增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2492279922","media":"智通财经","summary":"智通财经APP获悉,高盛发布研究报告称,据该行10-11月追踪数据,认为小米集团-W中国智能手机及物联网业务,有望在今年第四季实现高于行业16%的收入增长。其中,10-11月小米集团在淘宝/天猫/京东平台的线上智能手机商品交易总额同比增约18%,主要是因价格上涨带来的平均单价增11%,及存货单位组合的改善物联网方面,高盛追踪的小米线上物联网GMV增长在10-11月期间年增11%。","content":"<html><body><p>智通财经APP获悉,<a href=\"https://laohu8.com/S/GS\">高盛</a>发布研究报告称,据该行10-11月追踪数据,认为<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>(01810)中国智能手机及物联网业务,有望在今年第四季实现高于行业16%的收入增长。</p><p>其中,10-11月小米集团在淘宝/天猫/<a href=\"https://laohu8.com/S/JD\">京东</a>平台的线上智能手机商品交易总额(GMV)同比增约18%,主要是因价格上涨带来的平均单价(ASP)增11%,及存货单位(SKU)组合的改善物联网方面,高盛追踪的小米线上物联网GMV增长在10-11月期间年增11%。该行认为,线下销售增长强劲是受惠于以旧换新计划及强劲的家电零售销售支持。</p><p>据高盛数据,小米集团在天猫/淘宝/京东的家电和数码设备市场占有率基本保持稳定,但该行留意到,线下销售增长强劲,是因小米集团线下商店在双十一期间将智能手机与物联网的销售比例,由2023年的7:3改为今年的6:4。</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\" 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>高盛:小米集团-W(01810)智能手机及物联网第四季或实现高于行业16%的增长</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{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\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高盛:小米集团-W(01810)智能手机及物联网第四季或实现高于行业16%的增长\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-18 14:17 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1226415.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,高盛发布研究报告称,据该行10-11月追踪数据,认为小米集团-W(01810)中国智能手机及物联网业务,有望在今年第四季实现高于行业16%的收入增长。其中,10-11月小米集团在淘宝/天猫/京东平台的线上智能手机商品交易总额(GMV)同比增约18%,主要是因价格上涨带来的平均单价(ASP)增11%,及存货单位(SKU)组合的改善物联网方面,高盛追踪的小米线上物联网GMV增长在...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1226415.html\">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","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU0345775950.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","LU0359201612.USD":"贝莱德中国基金A2","LU1791807156.HKD":"BGF WORLD FINANCIALS \"A2\" (HKDHDG) ACC","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4127":"投资银行业与经纪业","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2237443465.HKD":"abrdn SICAV I - GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) INC","LU0561508036.HKD":"ALLIANZ CHINA EQUITY \"A\" (HKD) INC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","SG9999002463.SGD":"LionGlobal China Growth SGD","XIACY":"小米集团ADR","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU1328277881.USD":"MANULIFE GF DRAGON GROWTH FUND \"AA\" (USD) INC","LU0611395673.USD":"NINETY ONE GSF EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0106831901.USD":"贝莱德世界金融基金A2","BK4550":"红杉资本持仓","BK4588":"碎股","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","BK1193":"电脑硬件、储存设备及电脑周边","BK1523":"武汉本地概念股","BK4552":"Archegos爆仓风波概念","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","LU0345776255.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) INC","BK1521":"挪威政府全球养老基金持仓","LU1481107354.HKD":"HSBC GIF HONG KONG EQUITY \"AD\" (HKD) INC","01810":"小米集团-W","LU0700851271.USD":"NINETY ONE GSF EMERGING MARKETS MULTI-ASSET \"A\" (USD) ACC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU0149721374.USD":"HSBC GIF HONG KONG EQUITY \"AD\" INC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","LU0314109678.HKD":"MANULIFE GF DRAGON GROWTH \"AA\" (HKD) INC","LU0348827113.USD":"ALLIANZ RCM CHINA \"AT\" ACC","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","LU0499858438.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) INC","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1226415.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2492279922","content_text":"智通财经APP获悉,高盛发布研究报告称,据该行10-11月追踪数据,认为小米集团-W(01810)中国智能手机及物联网业务,有望在今年第四季实现高于行业16%的收入增长。其中,10-11月小米集团在淘宝/天猫/京东平台的线上智能手机商品交易总额(GMV)同比增约18%,主要是因价格上涨带来的平均单价(ASP)增11%,及存货单位(SKU)组合的改善物联网方面,高盛追踪的小米线上物联网GMV增长在10-11月期间年增11%。该行认为,线下销售增长强劲是受惠于以旧换新计划及强劲的家电零售销售支持。据高盛数据,小米集团在天猫/淘宝/京东的家电和数码设备市场占有率基本保持稳定,但该行留意到,线下销售增长强劲,是因小米集团线下商店在双十一期间将智能手机与物联网的销售比例,由2023年的7:3改为今年的6:4。","news_type":1},"isVote":1,"tweetType":1,"viewCount":26,"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":31,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/382866232308024"}
精彩评论