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王可
2021-03-02
太偏颇，这么毫无营养的内容也能发出来
小米笔记本会在市场有所作为吗？
王可
2020-10-19
扯淡，荣耀都要卖了
连降两级评级，建议卖出！为什么花旗对小米这么狠？
去老虎APP查看更多动态
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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>小米笔记本会在市场有所作为吗？</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{ 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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小米笔记本会在市场有所作为吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-01 17:12 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202103011720497d374bc2&s=b><strong>电子发烧友</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在今天的红米K40发布会上，小米同时发布了新款笔记本产品，试图在笔记本市场有所作为，然而面对华为这个几乎是它克星的对手，注定小米在笔记本市场难有作为。在诸多行业中都证明了，华为几乎就是小米的克星。在智能手机市场，小米在2011年推出手机，仅用两年多时间就做到了国产第一和全球第三名，然而华为迅速后来居上，2014年四季度华为就超越了小米，如果不是因美国的影响，估计华为将继续在手机市场碾压小米。在穿戴...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202103011720497d374bc2&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6440ed998678ceba7821d81f1812c86f","relate_stocks":{"01810":"小米集团-W"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202103011720497d374bc2&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2116314085","content_text":"在今天的红米K40发布会上，小米同时发布了新款笔记本产品，试图在笔记本市场有所作为，然而面对华为这个几乎是它克星的对手，注定小米在笔记本市场难有作为。在诸多行业中都证明了，华为几乎就是小米的克星。在智能手机市场，小米在2011年推出手机，仅用两年多时间就做到了国产第一和全球第三名，然而华为迅速后来居上，2014年四季度华为就超越了小米，如果不是因美国的影响，估计华为将继续在手机市场碾压小米。在穿戴设备市场，小米曾长期位居国内市场第一名，然而在华为发力穿戴设备后，2020年Q2华为在该市场击败小米，并且华为大幅增长而小米则遭遇了罕有的下滑。在笔记本市场同样重复了类似的案例，2016年华为和小米都推出了笔记本产品，然而数年过去，2020年华为一度冲上国内笔记本电脑市场第二名，直追联想，并且华为和联想在该市场是唯二取得两位数市场份额的PC企业，而小米在该市场几乎没有多少存在感。从这些行业都可以看出，只要华为进入的市场，小米都很难与华为竞争，几乎可以说只要面对华为，小米就只能落败，如今小米继续发力笔记本市场，估计也很难改变结局。这次小米以红米品牌发布的15英寸笔记本定价为5499元起，这个价格颇为昂贵，相比起传统电脑品牌和华为的产品几乎没有竞争力。从某电商平台可以看到，华为的15英寸笔记本售价仅为4199元起，红米的笔记本比华为的还要贵了1000多元，在品牌号召力方面不如华为的情况下，定价如此昂贵，实在让人担忧它继续如此前那样在笔记本市场难以找到发展的空间。红米笔记本定价如此昂贵也是让人难以理解，如今小米已将小米品牌和红米品牌独立，红米主打性价比以求走量，然而红米笔记本定价却远超竞争对手，完全体现不出性价比优势，这确实让人费思量。事实上，如今的小米虽然一直都强调要为消费者提供价格厚道的产品，然而它的产品价格却在持续提升，早期小米手机的标杆定价为1999元，然而如今的小米11定价高达3999元，提高了一倍，再也没有性价比优势，可笑的是它依然强调自己的硬件产品利润率不高。综上，红米笔记本没有性价比优势，本来在过去数年它在笔记本市场就几乎无力与华为竞争，然而它依然不服输，继续推出笔记本产品，却没有性价比优势，很难相信它能在华为的压制下在这个市场能突围而出。责任编辑：haq","news_type":1},"isVote":1,"tweetType":1,"viewCount":906,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303826312,"gmtCreate":1603102240236,"gmtModify":1703828652093,"author":{"id":"3494280950348284","authorId":"3494280950348284","name":"王可","avatar":"https://static.tigerbbs.com/5d7dfb7a45fa9439b1b7856278606257","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"扯淡，荣耀都要卖了","listText":"扯淡，荣耀都要卖了","text":"扯淡，荣耀都要卖了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/303826312","repostId":"1122408631","repostType":2,"repost":{"id":"1122408631","pubTimestamp":1603099934,"share":"https://www.laohu8.com/m/news/1122408631?lang=&edition=full","pubTime":"2020-10-19 17:32","market":"hk","language":"zh","title":"连降两级评级，建议卖出！为什么花旗对小米这么狠？","url":"https://stock-news.laohu8.com/highlight/detail?id=1122408631","media":"华尔街见闻","summary":"花旗连降两级小米评级，由“买入”降低至“卖出”，目标价由22.2港元下降至19.3港元。受此影响，小米集团股价今日收盘跌超4%。\n\n花旗认为，过去的12个月中，小米的股价上涨了一倍以上，主要是基于市场","content":"<p><a href=\"https://laohu8.com/S/C\">花旗</a>连降两级小米评级，由“买入”降低至“卖出”，目标价由22.2港元下降至19.3港元。受此影响，小米集团股价今日收盘跌超4%。</p>\n<p><img src=\"https://static.tigerbbs.com/0ff66c1222895d93ea5d51ee3dfb09f8\" tg-width=\"840\" tg-height=\"470\"></p>\n<p>花旗认为，过去的12个月中，小米的股价上涨了一倍以上，主要是基于市场预期华为可能退出智能手机业务，从而使得小米获得的潜在市场份额增加。<b>而当前的市场低估了华为保留智能手机业务并与之竞争的风险，即使竞争格局有所改变，荣耀系列手机仍然会是小米的主要竞争对手。</b></p>\n<p><img src=\"https://static.tigerbbs.com/81b861a1abf9aac023d8ae035299d659\" tg-width=\"1038\" tg-height=\"634\">图：小米销量预测 花旗VS市场共识</p>\n<p>花旗表示，华为荣耀系列在中国市场与小米竞争激烈，在市场细分和销售渠道上存在大量重叠。根据IDC的数据，荣耀系列在2020年上半年销售额为2900万台，占华为智能手机销量的28%，其中80%的销售额是在中国市场实现。</p>\n<p><img src=\"https://static.tigerbbs.com/25625bc7d723c661746dc2e08a4e7c09\" tg-width=\"1031\" tg-height=\"619\"></p>\n<p>图：中国1H20智能手机销量</p>\n<p>花旗此前预计，如果华为退出智能手机业务，将给小米带来10%-15%的销售额增长。</p>\n<p>但从当下的情况来看，荣耀系列仍然将是小米的主要竞争对手，因此小米将面临5%-10%的销售额下降风险、中国市场月活下降10%的风险、净利润下降10%-15%的风险。</p>\n<p>基于这个判断，花旗将小米的智能手机业务P/E估值从0.8倍下降到0.5倍，在最悲观情况下的预测，当前的小米集团股价有24%的下跌空间。</p>\n<p><img src=\"https://static.tigerbbs.com/637eea32e5e7ae96ba089df820d4c9c4\" tg-width=\"1176\" tg-height=\"825\">图：小米集团股价预测</p>\n<p>当前小米股价已从9月份的历史高点25.7港元，下跌至22.2港元。</p>","source":"highlight_wallstreetcn","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>连降两级评级，建议卖出！为什么花旗对小米这么狠？</title>\n<style 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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连降两级评级，建议卖出！为什么花旗对小米这么狠？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-10-19 17:32 北京时间 <a href=https://wallstreetcn.com/articles/3607710><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>花旗连降两级小米评级，由“买入”降低至“卖出”，目标价由22.2港元下降至19.3港元。受此影响，小米集团股价今日收盘跌超4%。\n\n花旗认为，过去的12个月中，小米的股价上涨了一倍以上，主要是基于市场预期华为可能退出智能手机业务，从而使得小米获得的潜在市场份额增加。而当前的市场低估了华为保留智能手机业务并与之竞争的风险，即使竞争格局有所改变，荣耀系列手机仍然会是小米的主要竞争对手。\n图：小米销量...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3607710\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3df686d3a6ca977e8c6841905eb7e18c","relate_stocks":{"01810":"小米集团-W"},"source_url":"https://wallstreetcn.com/articles/3607710","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1122408631","content_text":"花旗连降两级小米评级，由“买入”降低至“卖出”，目标价由22.2港元下降至19.3港元。受此影响，小米集团股价今日收盘跌超4%。\n\n花旗认为，过去的12个月中，小米的股价上涨了一倍以上，主要是基于市场预期华为可能退出智能手机业务，从而使得小米获得的潜在市场份额增加。而当前的市场低估了华为保留智能手机业务并与之竞争的风险，即使竞争格局有所改变，荣耀系列手机仍然会是小米的主要竞争对手。\n图：小米销量预测 花旗VS市场共识\n花旗表示，华为荣耀系列在中国市场与小米竞争激烈，在市场细分和销售渠道上存在大量重叠。根据IDC的数据，荣耀系列在2020年上半年销售额为2900万台，占华为智能手机销量的28%，其中80%的销售额是在中国市场实现。\n\n图：中国1H20智能手机销量\n花旗此前预计，如果华为退出智能手机业务，将给小米带来10%-15%的销售额增长。\n但从当下的情况来看，荣耀系列仍然将是小米的主要竞争对手，因此小米将面临5%-10%的销售额下降风险、中国市场月活下降10%的风险、净利润下降10%-15%的风险。\n基于这个判断，花旗将小米的智能手机业务P/E估值从0.8倍下降到0.5倍，在最悲观情况下的预测，当前的小米集团股价有24%的下跌空间。\n图：小米集团股价预测\n当前小米股价已从9月份的历史高点25.7港元，下跌至22.2港元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":914,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":362451395,"gmtCreate":1614661039917,"gmtModify":1703479507234,"author":{"id":"3494280950348284","authorId":"3494280950348284","name":"王可","avatar":"https://static.tigerbbs.com/5d7dfb7a45fa9439b1b7856278606257","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"太偏颇，这么毫无营养的内容也能发出来","listText":"太偏颇，这么毫无营养的内容也能发出来","text":"太偏颇，这么毫无营养的内容也能发出来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/362451395","repostId":"2116314085","repostType":2,"isVote":1,"tweetType":1,"viewCount":906,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303826312,"gmtCreate":1603102240236,"gmtModify":1703828652093,"author":{"id":"3494280950348284","authorId":"3494280950348284","name":"王可","avatar":"https://static.tigerbbs.com/5d7dfb7a45fa9439b1b7856278606257","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"扯淡，荣耀都要卖了","listText":"扯淡，荣耀都要卖了","text":"扯淡，荣耀都要卖了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/303826312","repostId":"1122408631","repostType":2,"isVote":1,"tweetType":1,"viewCount":914,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
