高级贵宾的个人主页 - 老虎社区

高级贵宾

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2020-09-23

$老虎证券(TIGR)$7.8的本啊！有点虎威吗！？

2020-09-21

$小米集团-W(01810)$什么时候是个头，卖了[流泪] [流泪]

2020-09-21

$小米集团-W(01810)$我的股价还是显示22.05，！怎么回事

2020-09-21

$小米集团-W(01810)$怎么系统里浮动盈亏没有反应？老虎App怎么了？你们有吗

2020-09-18

接下来就针对小米了！既然可以断供华为，也可以断供小米，唇亡齿寒！高管抛售不是没有道理的！$小米集团-W(01810)$

抱歉，原内容已删除

2020-09-17

$小米集团-W(01810)$抛了

2020-09-17

$小米集团-W(01810)$别让到手的利润飞了

2020-09-16

$小米集团-W(01810)$空调拆机惹众怒，都传疯了，咋办，？

2020-09-16

2020-09-15

$小米集团-W(01810)$手中还有利润的，抛了吧，落袋为安！

2020-09-11

你们觉得许家印的恒驰怎样？就单单电动汽车来讲，$蔚来(NIO)$$理想汽车(LI)$$小鹏汽车(XPEV)$、$特斯拉(TSLA)$

2020-09-10

$特斯拉(TSLA)$手痒痒

2020-09-09

$小米集团-W(01810)$破浪前行

2020-09-08

$小米集团-W(01810)$爱国就上车

2020-09-07

$小米集团-W(01810)$出现大手卖出23.8万股，成交价每股24.35港元，涉资579.53万港元。

2020-09-04

$小米集团-W(01810)$最后几分钟怎么又降了，24.5...之前不是还24.8. 是什么预兆，，，？

2020-09-02

@行业之神意思是今晚会大跌吗？站在至高点了！哭都来不及了

2020-09-02

大神，今晚价位看到多少？$特斯拉(TSLA)$@索罗斯关门弟子 @空军大队长

2020-09-01

$区块链集团(00364)$还被套着的没，，，？停牌了怎么办？

去老虎APP查看更多动态

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10:49","market":"hk","language":"zh","title":"华为断供，小米登顶","url":"https://stock-news.laohu8.com/highlight/detail?id=1159324964","media":"看懂经济","summary":"特朗普政府对华为的芯片断供，很有可能导致华为战略性的退出智能手机市场，而由此形成的空白，很有可能由小米接棒填补。在华为退出之后，小米极有可能在未来2-3年内夺取全球智能手机出货量第一的位置。由于智能手机在智能硬件产业链上的中枢地位，小米将在智能硬件产业链上巩固并加大现有优势，从而在全球市场实现其AI-IOT的雄心。","content":"<p><b>导语：</b>小米与华为，有望以“一个在前、一个在后”的格局主导全球电子通信产业链发展。</p>\n<p>特朗普政府对华为的芯片断供，很有可能导致华为战略性的退出智能手机市场，而由此形成的空白，很有可能由小米接棒填补。</p>\n<p>即便战略性的退出手机市场，华为依旧有充足的业务收入保障，国内新基建需求将为其提供充足的现金流。在华为退出之后，小米极有可能在未来2-3年内夺取全球智能手机出货量第一的位置。</p>\n<p>由于智能手机在智能硬件产业链上的中枢地位，小米将在智能硬件产业链上巩固并加大现有优势，从而在全球市场实现其AI-IOT的雄心。</p>\n<p>更进一步，世界通信电子市场很有可能形成“小米在前、华为在后”的格局。也就是说，我们平常用的以手机为主的智能硬件产品，会出现越来有多的小米产品。而把这些产品连接起来的通信和新基建网络，则是由华为提供的。</p>\n<p>一个“前有小米，后有华为”的产业格局开始浮现了出来。这将是未来十年世界通信电子产业最重要事情之一。</p>\n<p><b>“华为可能退出手机市场？</b></p>\n<p><b>近日，芯片断供事件对华为的影响开始逐渐显现。尽管之前华为对媒体表示，自身研发的麒麟芯片，已经可以对海外芯片形成替代，但是实际的效果可能并不如华为事先表态的那么乐观。因此，之前的那种表态，某种程度上可以看做是对美国特朗普政府的策略性宣誓。</b></p>\n<p>“这是一个致命的打击”，创道投资咨询合伙人步日欣表示：“芯片断供，特别是台积电代工服务暂停，对华为占半壁江山的消费电子和手机业务，影响巨大。他表示，华为自身麒麟芯片无法采用，采购高通和联发科芯片的路也基本被堵死，因此华为高端机领域的市场份额会大大缩水。”</p>\n<p>目前消息称，中芯国际正在向美国申请为华为提供服务，但审批结果尚不得而知，即便可以继续为华为提供服务，也只能局限在中低端线程工艺，并不能帮助华为解困。</p>\n<p><img src=\"https://static.tigerbbs.com/0e90ae5037f0e1af854d16c13b42d0f6\" tg-width=\"1080\" tg-height=\"721\">步日欣指出，华为包括云手机、新能源汽车及其他领域芯片，短期内都不能有效帮助华为脱困。华为问题的转圜，长期来看只能寄希望于中美关系缓和，通过国家之间的协商解决。<b>短期来看，华为手机出货量可能会急剧下降，退出手机市场或许只是时间的问题。</b></p>\n<p>对于华为来说，这是一个迫不得已的选择，然而即便放弃手机市场，其实也没有致命的影响，因为华为还有5G建设等新基建需求帮助其渡过难关。</p>\n<p>对此，华为研究专家、《华为国际化》作者周锡冰表示：“华为是一个非上市公司，虽然遭遇一些困难和挫折，但前路可知。一、华为拥有最多的5G基础专利，即使什么也不做，专利费就可以继续活下去。二、华为还是ict霸主，在基站等传统业务也就强劲。三、华为布局物联网、云、特高压等电力方面，目前已经在行业中较为出色，其生存和发展已经不是问题。四、中国市场足以让华为生存和发展下去。五、华为已经建立了全球可控的供应链体系，即使高端芯片暂时无法代工，也可以通过正常渠道购买通用品芯片。六、华为拥有数万研发人员，可以通过颠覆式创新解决自己目前遭遇的短板问题。七、在中国大陆已经可以生产低端芯片，日前倪光南也介绍了相关的观点。在他看来，华为和全球生产门类最齐的中国的供应链是可以解决华为遭遇的问题。”</p>\n<p><b>华为抽身，小米有望登顶？</b></p>\n<p>退出智能手机市场，对华为是忧，但客观上，它有望成就另一家刚刚过完自己十岁生日的企业，小米。</p>\n<p>2020年第二季度，华为刚刚超过三星，坐上了世界出货量第一的宝座，如果华为选择放弃手机市场，更多的聚焦于自己的主业，退出市场竞争，小米就可能跻身世界第一。</p>\n<p>手机厂商之间的竞争，其实是背后产业供应链能力的竞争，这从乔布斯让主管供应链的蒂姆·库克接任CEO就可见一斑。</p>\n<p>小米和三星、苹果之争其实是产业链的升级之争，产业链的供给能力取决于需求端，一个朴素的真理是，谁掌握了需求端，谁就掌握了供给端，产业链的供给能力越强。因此，不管华为还是小米，其得以在全球智能手机市场夺魁，最终其实靠的是中国庞大的消费市场。</p>\n<p><img src=\"https://static.tigerbbs.com/df31bf4fba591d3fad6a53aad2cd03c2\" tg-width=\"720\" tg-height=\"440\"></p>\n<p>中国是一个全球最大的单一的消费品市场。中国市场的巨大需求，导致中国电子企业不断强化自己的供应链能力和生产能力。拿智能手机行业来说，如果说几年前，中国企业对于供应链的控制力还弱于苹果、三星等企业，但是随着国产品牌销量的增加，出货量的增加和产业的升级，小米等手机的供应链也会升级，直至最终超过苹果和三星。。</p>\n<p>这是一个良性循环。需求越多，对产业链的控制力越强，就会倒逼产业链向高端的方向发展的话，这其实不仅是华为、小米与国外手机品牌竞争的关键，也是中美贸易争端的起因。</p>\n<p>换句话说，今天即便没有小米，另外一家民族品牌的智能手机厂商也可能会登顶，起决定性作用的是中国庞大的消费市场，以及其对产业链升级的倒逼。</p>\n<p>方向笃定，但道路仍然曲折。野村综合研究所通信产业顾问孙晓道表示，小米要做到第一，还有些阻力。小米想要取而代之华为中国手机品牌第一的位置，还需要在品牌力、产品力、营销力等层面下很大功夫。</p>\n<p>但是如果把眼光从中国市场放眼至全球。小米的全球化做的最好。有报道称，如果按照华为全球约 5500 万的出货量计算，意味着有 72% 的手机都是在中国市场销售的，换成是小米，这个占比仅为 32%，而 OPPO 的比例则为 56%。</p>\n<p>虽然小米的手机产品还是主打性价比这一优势，但是目前来看，小米正在通过小米10等产品从中低端的消费人群向高端的消费人群去渗透。</p>\n<p>根据2020年全球智能手机的出货量这一数据来看，华为、苹果、三星仍在排行榜前三的位置，小米虽然与他们仍有一段距离，但所占市场份额却是在上升的。但华为一旦退出手机市场，从第四跻身到第一希望很大。据看懂团队了解，目前除了北美市场以外的全球市场，小米的出货量都在快速的提升。</p>\n<p><b>如果小米登顶，会有哪些变化？</b></p>\n<p>如果小米真的成为出货量第一的世界品牌，取代华为之后，会带来很大的一个变局。事实上，先知先觉的资本市场已经对此做出了预期，小米最近股价的上涨就清晰表达了这种判断。</p>\n<p>要理解小米未来登顶的意义，首先要理解智能手机在整个智能硬件领域的核心地位。智能手机其实是整合了所有电子科技产业的高精尖的技术，集合了电子产业链里面所有高端产品的终端。</p>\n<p>也就是说，拥有了做好手机的能力，就一定拥有了控制智能硬件产业链的核心能力。手机对手环、智能家居、音箱等智能硬件的产品，是一种降维打击。考虑到小米目前在这方面的已有积累，一个由手机领衔的物联网产业图景已经清晰可见了。小米可以进而考虑把金融等一些应用在产业链上，促进商业价值的转换。</p>\n<p>雷军和小米已经下了重注。2020年9月17日，在2020中关村论坛上，小米集团董事长兼CEO雷军表示，大家对小米有很高的期待，小米在科技创新上也下了很大的功夫。他透露，小米今年在科研投入上超过100亿元，是科创板所有上市公司研发成本总和的一半。</p>\n<p>小米找到了新的天地。</p>\n<p>幸运的是，故事的另一个主角，华为也将在新基建的大潮下获得更大的发展机会。</p>\n<p>在5G时代，我们将看到一个小米在幕前登场，华为在幕后发力的情况。在这张通达全球的物联网上，前有小米、后有华为。</p>\n<p>这将是未来世界通信电子产业最重要的事情之一了。</p>\n<p>不是吗？</p>","source":"lsy1569325993681","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>华为断供，小米登顶</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; 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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华为断供，小米登顶\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-09-18 10:49 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/tL4HHzm_CE2gacMfXQsomA><strong>看懂经济</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>导语：小米与华为，有望以“一个在前、一个在后”的格局主导全球电子通信产业链发展。\n特朗普政府对华为的芯片断供，很有可能导致华为战略性的退出智能手机市场，而由此形成的空白，很有可能由小米接棒填补。\n即便战略性的退出手机市场，华为依旧有充足的业务收入保障，国内新基建需求将为其提供充足的现金流。在华为退出之后，小米极有可能在未来2-3年内夺取全球智能手机出货量第一的位置。\n由于智能手机在智能硬件产业链上...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/tL4HHzm_CE2gacMfXQsomA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/537e08ee4cb694b56ef79b75b4b0c349","relate_stocks":{"01810":"小米集团-W"},"source_url":"https://mp.weixin.qq.com/s/tL4HHzm_CE2gacMfXQsomA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159324964","content_text":"导语：小米与华为，有望以“一个在前、一个在后”的格局主导全球电子通信产业链发展。\n特朗普政府对华为的芯片断供，很有可能导致华为战略性的退出智能手机市场，而由此形成的空白，很有可能由小米接棒填补。\n即便战略性的退出手机市场，华为依旧有充足的业务收入保障，国内新基建需求将为其提供充足的现金流。在华为退出之后，小米极有可能在未来2-3年内夺取全球智能手机出货量第一的位置。\n由于智能手机在智能硬件产业链上的中枢地位，小米将在智能硬件产业链上巩固并加大现有优势，从而在全球市场实现其AI-IOT的雄心。\n更进一步，世界通信电子市场很有可能形成“小米在前、华为在后”的格局。也就是说，我们平常用的以手机为主的智能硬件产品，会出现越来有多的小米产品。而把这些产品连接起来的通信和新基建网络，则是由华为提供的。\n一个“前有小米，后有华为”的产业格局开始浮现了出来。这将是未来十年世界通信电子产业最重要事情之一。\n“华为可能退出手机市场？\n近日，芯片断供事件对华为的影响开始逐渐显现。尽管之前华为对媒体表示，自身研发的麒麟芯片，已经可以对海外芯片形成替代，但是实际的效果可能并不如华为事先表态的那么乐观。因此，之前的那种表态，某种程度上可以看做是对美国特朗普政府的策略性宣誓。\n“这是一个致命的打击”，创道投资咨询合伙人步日欣表示：“芯片断供，特别是台积电代工服务暂停，对华为占半壁江山的消费电子和手机业务，影响巨大。他表示，华为自身麒麟芯片无法采用，采购高通和联发科芯片的路也基本被堵死，因此华为高端机领域的市场份额会大大缩水。”\n目前消息称，中芯国际正在向美国申请为华为提供服务，但审批结果尚不得而知，即便可以继续为华为提供服务，也只能局限在中低端线程工艺，并不能帮助华为解困。\n步日欣指出，华为包括云手机、新能源汽车及其他领域芯片，短期内都不能有效帮助华为脱困。华为问题的转圜，长期来看只能寄希望于中美关系缓和，通过国家之间的协商解决。短期来看，华为手机出货量可能会急剧下降，退出手机市场或许只是时间的问题。\n对于华为来说，这是一个迫不得已的选择，然而即便放弃手机市场，其实也没有致命的影响，因为华为还有5G建设等新基建需求帮助其渡过难关。\n对此，华为研究专家、《华为国际化》作者周锡冰表示：“华为是一个非上市公司，虽然遭遇一些困难和挫折，但前路可知。一、华为拥有最多的5G基础专利，即使什么也不做，专利费就可以继续活下去。二、华为还是ict霸主，在基站等传统业务也就强劲。三、华为布局物联网、云、特高压等电力方面，目前已经在行业中较为出色，其生存和发展已经不是问题。四、中国市场足以让华为生存和发展下去。五、华为已经建立了全球可控的供应链体系，即使高端芯片暂时无法代工，也可以通过正常渠道购买通用品芯片。六、华为拥有数万研发人员，可以通过颠覆式创新解决自己目前遭遇的短板问题。七、在中国大陆已经可以生产低端芯片，日前倪光南也介绍了相关的观点。在他看来，华为和全球生产门类最齐的中国的供应链是可以解决华为遭遇的问题。”\n华为抽身，小米有望登顶？\n退出智能手机市场，对华为是忧，但客观上，它有望成就另一家刚刚过完自己十岁生日的企业，小米。\n2020年第二季度，华为刚刚超过三星，坐上了世界出货量第一的宝座，如果华为选择放弃手机市场，更多的聚焦于自己的主业，退出市场竞争，小米就可能跻身世界第一。\n手机厂商之间的竞争，其实是背后产业供应链能力的竞争，这从乔布斯让主管供应链的蒂姆·库克接任CEO就可见一斑。\n小米和三星、苹果之争其实是产业链的升级之争，产业链的供给能力取决于需求端，一个朴素的真理是，谁掌握了需求端，谁就掌握了供给端，产业链的供给能力越强。因此，不管华为还是小米，其得以在全球智能手机市场夺魁，最终其实靠的是中国庞大的消费市场。\n\n中国是一个全球最大的单一的消费品市场。中国市场的巨大需求，导致中国电子企业不断强化自己的供应链能力和生产能力。拿智能手机行业来说，如果说几年前，中国企业对于供应链的控制力还弱于苹果、三星等企业，但是随着国产品牌销量的增加，出货量的增加和产业的升级，小米等手机的供应链也会升级，直至最终超过苹果和三星。。\n这是一个良性循环。需求越多，对产业链的控制力越强，就会倒逼产业链向高端的方向发展的话，这其实不仅是华为、小米与国外手机品牌竞争的关键，也是中美贸易争端的起因。\n换句话说，今天即便没有小米，另外一家民族品牌的智能手机厂商也可能会登顶，起决定性作用的是中国庞大的消费市场，以及其对产业链升级的倒逼。\n方向笃定，但道路仍然曲折。野村综合研究所通信产业顾问孙晓道表示，小米要做到第一，还有些阻力。小米想要取而代之华为中国手机品牌第一的位置，还需要在品牌力、产品力、营销力等层面下很大功夫。\n但是如果把眼光从中国市场放眼至全球。小米的全球化做的最好。有报道称，如果按照华为全球约 5500 万的出货量计算，意味着有 72% 的手机都是在中国市场销售的，换成是小米，这个占比仅为 32%，而 OPPO 的比例则为 56%。\n虽然小米的手机产品还是主打性价比这一优势，但是目前来看，小米正在通过小米10等产品从中低端的消费人群向高端的消费人群去渗透。\n根据2020年全球智能手机的出货量这一数据来看，华为、苹果、三星仍在排行榜前三的位置，小米虽然与他们仍有一段距离，但所占市场份额却是在上升的。但华为一旦退出手机市场，从第四跻身到第一希望很大。据看懂团队了解，目前除了北美市场以外的全球市场，小米的出货量都在快速的提升。\n如果小米登顶，会有哪些变化？\n如果小米真的成为出货量第一的世界品牌，取代华为之后，会带来很大的一个变局。事实上，先知先觉的资本市场已经对此做出了预期，小米最近股价的上涨就清晰表达了这种判断。\n要理解小米未来登顶的意义，首先要理解智能手机在整个智能硬件领域的核心地位。智能手机其实是整合了所有电子科技产业的高精尖的技术，集合了电子产业链里面所有高端产品的终端。\n也就是说，拥有了做好手机的能力，就一定拥有了控制智能硬件产业链的核心能力。手机对手环、智能家居、音箱等智能硬件的产品，是一种降维打击。考虑到小米目前在这方面的已有积累，一个由手机领衔的物联网产业图景已经清晰可见了。小米可以进而考虑把金融等一些应用在产业链上，促进商业价值的转换。\n雷军和小米已经下了重注。2020年9月17日，在2020中关村论坛上，小米集团董事长兼CEO雷军表示，大家对小米有很高的期待，小米在科技创新上也下了很大的功夫。他透露，小米今年在科研投入上超过100亿元，是科创板所有上市公司研发成本总和的一半。\n小米找到了新的天地。\n幸运的是，故事的另一个主角，华为也将在新基建的大潮下获得更大的发展机会。\n在5G时代，我们将看到一个小米在幕前登场，华为在幕后发力的情况。在这张通达全球的物联网上，前有小米、后有华为。\n这将是未来世界通信电子产业最重要的事情之一了。\n不是吗？","news_type":1},"isVote":1,"tweetType":1,"viewCount":6216,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3475886918373877","authorId":"3475886918373877","name":"天剑狂族","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3475886918373877","authorIdStr":"3475886918373877"},"content":"哈哈，关键小米没有偷偷卖伊朗设备。。。中美关系是回不到从前，逆全球化目前没有谁敢干","text":"哈哈，关键小米没有偷偷卖伊朗设备。。。中美关系是回不到从前，逆全球化目前没有谁敢干","html":"哈哈，关键小米没有偷偷卖伊朗设备。。。中美关系是回不到从前，逆全球化目前没有谁敢干"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":976708529,"gmtCreate":1599833904361,"gmtModify":1703819883722,"author":{"id":"3483613173029548","authorId":"3483613173029548","name":"高级贵宾","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3483613173029548","authorIdStr":"3483613173029548"},"themes":[],"htmlText":"你们觉得许家印的恒驰怎样？就单单电动汽车来讲，<a 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