这篇文章不错，转发给_老虎社区_美港股上老虎 - 老虎社区

这篇文章不错，转发给大家看

@小虎活动：【有奖竞猜】小米财报后会蹿升吗？

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。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":929722516,"tweetId":"929722516","gmtCreate":1585626851535,"gmtModify":1704358441710,"author":{"id":3547854942226896,"idStr":"3547854942226896","authorId":3547854942226896,"authorIdStr":"3547854942226896","name":"王氏无谈","avatar":"https://static.tigerbbs.com/354d07366d00c10da41dc9938a3226ec","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":3,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>\n 这篇文章不错，转发给大家看</body></html>","htmlText":"<html><head></head><body>\n 这篇文章不错，转发给大家看</body></html>","text":"这篇文章不错，转发给大家看","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/929722516","repostId":929567423,"repostType":1,"repost":{"magic":2,"id":929567423,"tweetId":"929567423","gmtCreate":1585542988661,"gmtModify":1704358171091,"author":{"id":36984908995200,"idStr":"36984908995200","authorId":36984908995200,"authorIdStr":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","vip":4,"userType":4,"introduction":"关注我，了解更多社区活动，一起薅虎毛","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":632358,"starInvestorFlag":false},"themes":[{"themeId":"2782f14fb4044387bb6c40e93b4eca31","categoryId":"ab3d937a5fd848c08008411a9be702b5","name":"老虎官方出品","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":2782f14fb4044387bb6c40e93b4eca31}&rnconfig={\"headerBarHidden\": true}","description":"关于老虎的一切~~","image":"https://static.tigerbbs.com/b463960d0a5791a40e961f7e16628352"}],"images":[{"img":"https://static.tigerbbs.com/b3153c185a8ab0e252823b6bcc7447af"},{"img":"https://static.tigerbbs.com/3db44931ebf521b8c0b7fb5558e8f56f"},{"img":"https://static.tigerbbs.com/ff8f587429291f19675e145a4fdb8fd7"},{"img":"https://static.tigerbbs.com/2d4d0e21b78434f730b40b62f320fcce"}],"coverImages":[{"img":"https://static.tigerbbs.com/b3153c185a8ab0e252823b6bcc7447af"},{"img":"https://static.tigerbbs.com/3db44931ebf521b8c0b7fb5558e8f56f"},{"img":"https://static.tigerbbs.com/ff8f587429291f19675e145a4fdb8fd7"}],"title":"【有奖竞猜】小米财报后会蹿升吗？","extraTitle":"","html":"<html><head></head><body><p><span> </span>虎友们，周一好<span>~</span></p> <p>首先为您预告一波本周财报大事件，港股重磅之<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团点评-W(03690)$</a> <span>&amp;</span><a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a><span> </span>，分别将在本周一和周二发布财报。</p> <p><img src=\"https://static.tigerbbs.com/ff8f587429291f19675e145a4fdb8fd7\"></p> <p>小虎君将和您重点关注<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>，猜猜看财报表现。不知虎友们对小米上季财报还有多少记忆，正是<span>Q3</span>财报后，公司股价突破来到阶段新高。</p> <p></p> <p><img src=\"https://static.tigerbbs.com/3db44931ebf521b8c0b7fb5558e8f56f\"></p> <p><b>回顾上季度</b></p> <p><span>2019Q3</span>小米营收<span>537</span>亿元人民币，同比增长<span>5.5%</span>、环比增长<span>3.3%</span>，高于市场预期。</p> <p>三季度毛利润<span>82</span>亿元人民币，同比增长<span>25.2%</span>、环比增长<span>13.5%</span>；毛利率持续上涨，从<span>19</span>年第二季度的<span>14%</span>及<span>18</span>年第三季度的<span>12.9%</span>上升至<span>15.3%</span>，主要得益于硬件销售毛利率的上升。</p> <p>为在即将到来的<span>5G</span>时代抢占先机，小米季度研发费用同比上升<span>32.5%</span>，研发费用占营收的比例从上个季度的<span>3%</span>上升至<span>3.8%</span>。随着<span>5G</span>商用化到来，认为智能手机将迎来一波换机潮，小米也储备了<span>10</span>款以上<span>5G</span>手机。</p> <p><img src=\"https://static.tigerbbs.com/2d4d0e21b78434f730b40b62f320fcce\"></p> <p>当季<span>IoT</span>与生活消费品收入<span>156</span>亿元，同比增长<span>44.4%</span>。<span>2019Q3</span>小米智能电视全球出货量<span>310</span>万台，同比增长<span>59.8%</span>，稳居全球电视出货量前五。同时小米不断推出新的产品，在空调、洗衣机之后发布了冰箱，完善大家电的布局。</p> <p>整体而言，公司经营稳健毛利率增长，<span>2020</span>年将重点发力<span>5G</span>。</p> <p><b>展望本季度</b></p> <p>彭博预计小米本季度营收<span>547.42</span>亿元，调整后<span>EPS</span>为<span>0.082</span>元。</p> <p><img src=\"https://static.tigerbbs.com/b3153c185a8ab0e252823b6bcc7447af\"></p> <p>手机业务方面，根据第三方数据公司<span>IDC</span>的报告，<span>19Q4</span>小米出货量为<span>32.8</span>百万台，同比增长<span>31.1%</span>，市占率同比提升<span>2.2pct</span>至<span>8.9%</span>，其中中国大陆市场小米出货量同比下滑<span>12%</span>至<span>810</span>万部，市占率提升<span>0.2pct</span>至<span>9.5%</span>，印度市场小米出货量同比提升<span>15.9%</span>至<span>10.7</span>百万台，市占率同比提升<span>2.6pct</span>至<span>29%</span>。</p> <p>展望<span>2020</span>年，由于疫情影响，<span>Q1</span>甚至<span>Q2</span>国内手机大盘的不确定性较高，从目前<span>Q1</span>发布的米<span>10</span>和米<span>10pro</span>来看，整体出货情况良好。考虑到小米在国内<span>5G</span>市场的发力及较为激进的策略，且由于疫情影响下小米线下业务占比较低，受影响相对较小等因素，预计小米的国内市场份额有望持续提升。</p> <p><span>ASP</span>方面，考略到小米进军中高端市场及<span>5G</span>手机<span>BOM</span>成本本身提升而带来的售价提升，预计国内手机<span>ASP</span>有望出现较大幅度的提升。海外业务方面，欧洲市场可能会存在受疫情影响的情况出现，印度市场方面则增长较为确定。</p> <p><b>最后</b></p> <p>虎友们怎么看<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 财报后表现？欢迎评论区留言说出你的观点。<span style=\"color:rgba(255,111,0,1);\"><b>戳下方</b></span>参与投票竞猜，成功预测更有虎币奖励！</p></body></html>","htmlText":"<html><head></head><body><p><span> </span>虎友们，周一好<span>~</span></p> <p>首先为您预告一波本周财报大事件，港股重磅之<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团点评-W(03690)$</a> <span>&amp;</span><a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a><span> </span>，分别将在本周一和周二发布财报。</p> <p><img src=\"https://static.tigerbbs.com/ff8f587429291f19675e145a4fdb8fd7\"></p> <p>小虎君将和您重点关注<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>，猜猜看财报表现。不知虎友们对小米上季财报还有多少记忆，正是<span>Q3</span>财报后，公司股价突破来到阶段新高。</p> <p></p> <p><img src=\"https://static.tigerbbs.com/3db44931ebf521b8c0b7fb5558e8f56f\"></p> <p><b>回顾上季度</b></p> <p><span>2019Q3</span>小米营收<span>537</span>亿元人民币，同比增长<span>5.5%</span>、环比增长<span>3.3%</span>，高于市场预期。</p> <p>三季度毛利润<span>82</span>亿元人民币，同比增长<span>25.2%</span>、环比增长<span>13.5%</span>；毛利率持续上涨，从<span>19</span>年第二季度的<span>14%</span>及<span>18</span>年第三季度的<span>12.9%</span>上升至<span>15.3%</span>，主要得益于硬件销售毛利率的上升。</p> <p>为在即将到来的<span>5G</span>时代抢占先机，小米季度研发费用同比上升<span>32.5%</span>，研发费用占营收的比例从上个季度的<span>3%</span>上升至<span>3.8%</span>。随着<span>5G</span>商用化到来，认为智能手机将迎来一波换机潮，小米也储备了<span>10</span>款以上<span>5G</span>手机。</p> <p><img src=\"https://static.tigerbbs.com/2d4d0e21b78434f730b40b62f320fcce\"></p> <p>当季<span>IoT</span>与生活消费品收入<span>156</span>亿元，同比增长<span>44.4%</span>。<span>2019Q3</span>小米智能电视全球出货量<span>310</span>万台，同比增长<span>59.8%</span>，稳居全球电视出货量前五。同时小米不断推出新的产品，在空调、洗衣机之后发布了冰箱，完善大家电的布局。</p> <p>整体而言，公司经营稳健毛利率增长，<span>2020</span>年将重点发力<span>5G</span>。</p> <p><b>展望本季度</b></p> <p>彭博预计小米本季度营收<span>547.42</span>亿元，调整后<span>EPS</span>为<span>0.082</span>元。</p> <p><img src=\"https://static.tigerbbs.com/b3153c185a8ab0e252823b6bcc7447af\"></p> <p>手机业务方面，根据第三方数据公司<span>IDC</span>的报告，<span>19Q4</span>小米出货量为<span>32.8</span>百万台，同比增长<span>31.1%</span>，市占率同比提升<span>2.2pct</span>至<span>8.9%</span>，其中中国大陆市场小米出货量同比下滑<span>12%</span>至<span>810</span>万部，市占率提升<span>0.2pct</span>至<span>9.5%</span>，印度市场小米出货量同比提升<span>15.9%</span>至<span>10.7</span>百万台，市占率同比提升<span>2.6pct</span>至<span>29%</span>。</p> <p>展望<span>2020</span>年，由于疫情影响，<span>Q1</span>甚至<span>Q2</span>国内手机大盘的不确定性较高，从目前<span>Q1</span>发布的米<span>10</span>和米<span>10pro</span>来看，整体出货情况良好。考虑到小米在国内<span>5G</span>市场的发力及较为激进的策略，且由于疫情影响下小米线下业务占比较低，受影响相对较小等因素，预计小米的国内市场份额有望持续提升。</p> <p><span>ASP</span>方面，考略到小米进军中高端市场及<span>5G</span>手机<span>BOM</span>成本本身提升而带来的售价提升，预计国内手机<span>ASP</span>有望出现较大幅度的提升。海外业务方面，欧洲市场可能会存在受疫情影响的情况出现，印度市场方面则增长较为确定。</p> <p><b>最后</b></p> <p>虎友们怎么看<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 财报后表现？欢迎评论区留言说出你的观点。<span style=\"color:rgba(255,111,0,1);\"><b>戳下方</b></span>参与投票竞猜，成功预测更有虎币奖励！</p></body></html>","text":"虎友们，周一好~ 首先为您预告一波本周财报大事件，港股重磅之$美团点评-W(03690)$ &$小米集团-W(01810)$ ，分别将在本周一和周二发布财报。 小虎君将和您重点关注$小米集团-W(01810)$，猜猜看财报表现。不知虎友们对小米上季财报还有多少记忆，正是Q3财报后，公司股价突破来到阶段新高。 回顾上季度 2019Q3小米营收537亿元人民币，同比增长5.5%、环比增长3.3%，高于市场预期。 三季度毛利润82亿元人民币，同比增长25.2%、环比增长13.5%；毛利率持续上涨，从19年第二季度的14%及18年第三季度的12.9%上升至15.3%，主要得益于硬件销售毛利率的上升。 为在即将到来的5G时代抢占先机，小米季度研发费用同比上升32.5%，研发费用占营收的比例从上个季度的3%上升至3.8%。随着5G商用化到来，认为智能手机将迎来一波换机潮，小米也储备了10款以上5G手机。 当季IoT与生活消费品收入156亿元，同比增长44.4%。2019Q3小米智能电视全球出货量310万台，同比增长59.8%，稳居全球电视出货量前五。同时小米不断推出新的产品，在空调、洗衣机之后发布了冰箱，完善大家电的布局。 整体而言，公司经营稳健毛利率增长，2020年将重点发力5G。 展望本季度 彭博预计小米本季度营收547.42亿元，调整后EPS为0.082元。 手机业务方面，根据第三方数据公司IDC的报告，19Q4小米出货量为32.8百万台，同比增长31.1%，市占率同比提升2.2pct至8.9%，其中中国大陆市场小米出货量同比下滑12%至810万部，市占率提升0.2pct至9.5%，印度市场小米出货量同比提升15.9%至10.7百万台，市占率同比提升2.6pct至29%。 展望2020年，由于疫情影响，Q1甚至Q2国内手机大盘的不确定性较高，从目前Q1发布的米10和米10pro来看，整体出货情况良好。考虑到小米在国内5G市场的发力及较为激进的策略，且由于疫情影响下小米线下业务占比较低，受影响相对较小等因素，预计小米的国内市场份额有望持续提升。 ASP方面，考略到小米进军中高端市场及5G手机BOM成本本身提升而带来的售价提升，预计国内手机ASP有望出现较大幅度的提升。海外业务方面，欧洲市场可能会存在受疫情影响的情况出现，印度市场方面则增长较为确定。 最后 虎友们怎么看$小米集团-W(01810)$ 财报后表现？欢迎评论区留言说出你的观点。戳下方参与投票竞猜，成功预测更有虎币奖励！","highlighted":2,"essential":2,"paper":2,"link":"https://laohu8.com/post/929567423","repostId":0,"isVote":2,"tweetType":1,"commentLimit":10,"vote":{"id":777,"gmtCreate":1585543227501,"gmtModify":1585543227501,"gmtBegin":1585543227501,"gmtEnd":1585716019730,"objectId":929567423,"type":1,"upper":1,"title":"预测小米一周涨跌幅！","introduction":"预测小米一周涨跌幅！","totalSize":294,"choices":[{"id":3089,"gmtCreate":1585543227501,"gmtModify":1585543227501,"voteId":777,"sort":1,"name":"涨7%以上","userSize":83,"voted":false},{"id":3090,"gmtCreate":1585543227501,"gmtModify":1585543227501,"voteId":777,"sort":2,"name":"涨4%-7%","userSize":62,"voted":false},{"id":3091,"gmtCreate":1585543227501,"gmtModify":1585543227501,"voteId":777,"sort":3,"name":"涨4%以内","userSize":63,"voted":false},{"id":3092,"gmtCreate":1585543227501,"gmtModify":1585543227501,"voteId":777,"sort":4,"name":"跌4%以内","userSize":49,"voted":false},{"id":3093,"gmtCreate":1585543227501,"gmtModify":1585543227501,"voteId":777,"sort":5,"name":"跌4%-7%","userSize":23,"voted":false},{"id":3094,"gmtCreate":1585543227501,"gmtModify":1585543227501,"voteId":777,"sort":6,"name":"跌7%以上","userSize":14,"voted":false}]},"symbols":["03690","01810"],"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":1757,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":1203,"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":25,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/929722516"}