战神蚩尤的个人主页 - 老虎社区

战神蚩尤

战神蚩尤

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IP属地：湖北

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2主题

0勋章

2022-03-30

华为水军真的是太过无底线，长安数码君、万能的大熊等几百个知名华为护法，好像商量好了似的一起转发谣言，说与华为无关还真难相信

刚刚！证监会对小米产业链相关企业IPO受限辟谣！小米表示“坚决诉讼到底”

2022-01-10

$阳光电源(300274)$垃圾啊，天天阴跌

2021-12-21

$知乎(ZH)$唯一还能听到真话的平台居然也被约谈，难道都要像头条和看点那种全是水军当道吗？现在华为还真是一手遮天啊

2021-12-07

$云音乐(09899)$丁磊自己在买吗

2021-07-22

人家背后是华为撑腰

抱歉，原内容已删除

2021-03-09

$山西汾酒(600809)$吃屎吧垃圾股

2021-01-29

$小米集团-W(01810)$黑科技也不顶用，头条微博一堆华为系自媒体说是供应商的技术，还说没啥用所以华为不用

2021-01-26

$小米集团-W(01810)$这曲线牛逼，钉子啊

2021-01-18

$小米集团-W(01810)$净额20亿，怎么才涨这么点？

2021-01-06

荣耀没了华为的爱国营销加持，感觉真没法和小米比，红米都比不过

抱歉，原内容已删除

2020-12-29

$小米集团-W(01810)$小米11各方面都是顶尖了，为何偏偏弄个这么丑的外观？还不如米10和k30至尊版

2020-12-21

$小米集团-W(01810)$厉害厉害

2020-12-14

$小米集团-W(01810)$厉害，还以为今天小米会大跌的。昨天头条全是黑小米的，就跟上次公祭日用包装盒黑小米一样。公祭日成了华为水军自媒体们抹黑小米的表演

2020-12-08

华为自来水：欧洲都是穷人

小米(01810-HK)手机市占欧洲排第三王翔：这是一个历史的新高

2020-12-08

华为没了荣耀，有1亿台都难，毕竟华为里荣耀占60%

小米明年计划销售2.4亿台手机它能击败苹果和华为吗？

2020-12-01

不科学啊，小米今天应该大涨啊，除了社交媒体和短视频全是华为水军在黑小米，其他都是利好啊。

2020-11-27

$小米集团-W(01810)$华为水军真特么多，头条12个热搜，小米王媚事件占5个，还一个是红米note9京东6点出现评论疑刷单，点进去全是华为自媒体在带节奏。华为又是增发债券又是卖荣耀，拿了钱转手就雇水军黑小米，这种企业还被吹成爱国企业不讽刺吗？

2020-11-26

$小米集团-W(01810)$小米昨天前天跌主要是因为王媚DS论造成的网络舆论原因，虽然大部分是华为自媒体断章取义带节奏，但舆论就是这样。今天舆论风向变了，全是米粉玻璃心网络暴力致使王媚离职，不过这次没带起来，毕竟间隔太近，不少用户发现了，怎么这群带节奏的跟上一批骂王媚的是同一批人，原来都是华为自媒体，华为这个无底线的公司这次应该花费不少请了推手

2020-11-24

$小米集团-W(01810)$就知道会跌，从昨晚开始到现在，全网都在拿小米王媚DS论说事，虽然华为自媒体确实断章取义，但小米这个人力部高管也是真够沙币的，雷军估计要被她气死

2020-11-20

$小米集团-W(01810)$净额7.34亿，居然只涨这么点，谁又在恶意做空

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邢萌　　近日，市场有传言监管层对“当前科创板、创业板在审涉及小米产业链的项目做了排查，涉小米产业链IPO政策受限”。　　3月29日，证监会新闻发言人答记者问时明确表示，证监会未对小米产业链相关企业出台IPO限制性政策，也未开展专项排查。　　该新闻发言人强调，证监会坚持市场化、法治化方向，依法依规开展发行上市审核注册工作，依法公平对待各类企业，确保政策预期稳定。希望市场各方不信谣、不传谣，...</p>\n\n<a href=\"http://stock.10jqka.com.cn/hks/20220329/c637915260.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1589":"北水核心资产","BK1607":"新IT概念","01810":"小米集团-W","BK1521":"挪威政府全球养老基金持仓","BK1523":"武汉本地概念股","BK1193":"电脑硬件、储存设备及电脑周边","IPO":"Renaissance IPO ETF","BK1502":"双十一","BK1575":"同股不同权","BK1506":"5G概念"},"source_url":"http://stock.10jqka.com.cn/hks/20220329/c637915260.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/f0343184bd9b9c963ed02b302442e2b8","article_id":"2223823306","content_text":"本报记者 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16:38","market":"hk","language":"zh","title":"小米(01810-HK)手机市占欧洲排第三 王翔：这是一个历史的新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2089060486","media":"财华社","summary":"【财华社讯】智能手机生产商小米集团(01810-HK)总裁王翔表示，上季小米在欧洲市场排名第三，在很多市场成为第一位，例如在西班牙，小米市占率超过30%，","content":"<html><body><p>【财华社讯】<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>手机生产商<a href=\"https://laohu8.com/S/46816\">小米集团</a>(01810-HK)总裁王翔表示，上季小米在欧洲市场排名第三，在很多市场成为第一位，例如在西班牙，小米市占率超过30%，\r\n已超越<a href=\"https://laohu8.com/S/AAPL\">苹果</a>和<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>，夺得首名位置。</p>\n<p>王翔出席由《中国企业家》杂志社主办的2020(第十九届)中国企业领袖年会上表示，“经历了6年多的时间，小米再一次回到了全球智能手机的第三名的位置，市场占有率达到了13.5%，这是一个历史的新高。”王翔说。</p>\n<p>王翔介绍，小米曾经在2014年的时候，在创业四年的时间就曾经达到了全世界智能手机第三的市场份额。但是这次经过另外六年的努力，再一次回到了新高，而且拥有一个非常高的市场增长率，它的市场增长率，年对年的增长率超过了42%。</p>\n<p>“这是小米作为一个年轻的企业十年的发展历程，从2010年创业，10年的过程，去年全年的营收超过2000亿，进入了财富500强。”小米怎么做到的？王翔介绍，小米的商业模式一直在讲“铁人三项”：小米是一家智能硬件的公司，也是一家软件公司，也是一家互联网的企业。</p>\n<p>王翔提到小米未来的战略是手机xAIoT。\r\n手机之外，小米已拥有2000多个AIoT产品SKU。目前小米IoT平台智能设备连接数达2.89亿，有560万消费者拥有5个以上的小米设备，\r\n智能音箱月活用户超过7800万，米家App月活超过4300万。此外，小米内部还有两只基金进行投资。</p>\n<p>\r\n他指出，一是战略投资基金，目前已投资接近300家企业。另一基金是产业投资。小米和武汉长江产业集团成立了120亿元人民币的基金，主要投资小米相关的制造业上游技术和核心元器件。目前已投资近80家企业。</p>\n<p>投资之外，小米还建立智能工厂，手机年产能达100万部。王翔说，小米并非要进入制造业。投资智能制造就是要助力中国智能制造的发展。\r\n小米希望智能制造业的提高和发展，来提高自身生产制造的效率。</p>\n<p>(部分来容是来自北京新浪网)</p>\n</body></html>","source":"finet_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta 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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小米(01810-HK)手机市占欧洲排第三 王翔：这是一个历史的新高\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-12-06 16:38 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.finet.hk/newscenter/news_content/5fcc987cbde0b30d4618d416><strong>财华社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【财华社讯】智能手机生产商小米集团(01810-HK)总裁王翔表示，上季小米在欧洲市场排名第三，在很多市场成为第一位，例如在西班牙，小米市占率超过30%，\r\n已超越苹果和三星，夺得首名位置。\n王翔出席由《中国企业家》杂志社主办的2020(第十九届)中国企业领袖年会上表示，“经历了6年多的时间，小米再一次回到了全球智能手机的第三名的位置，市场占有率达到了13.5%，这是一个历史的新高。”王翔说。\n...</p>\n\n<a href=\"https://www.finet.hk/newscenter/news_content/5fcc987cbde0b30d4618d416\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://images.finet.hk/photoLib/noteditor/202005_1/91b0a573-2d34-450c-9d53-4b0dd1e95676.jpg","relate_stocks":{"01810":"小米集团-W"},"source_url":"https://www.finet.hk/newscenter/news_content/5fcc987cbde0b30d4618d416","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2089060486","content_text":"【财华社讯】智能手机生产商小米集团(01810-HK)总裁王翔表示，上季小米在欧洲市场排名第三，在很多市场成为第一位，例如在西班牙，小米市占率超过30%，\r\n已超越苹果和三星，夺得首名位置。\n王翔出席由《中国企业家》杂志社主办的2020(第十九届)中国企业领袖年会上表示，“经历了6年多的时间，小米再一次回到了全球智能手机的第三名的位置，市场占有率达到了13.5%，这是一个历史的新高。”王翔说。\n王翔介绍，小米曾经在2014年的时候，在创业四年的时间就曾经达到了全世界智能手机第三的市场份额。但是这次经过另外六年的努力，再一次回到了新高，而且拥有一个非常高的市场增长率，它的市场增长率，年对年的增长率超过了42%。\n“这是小米作为一个年轻的企业十年的发展历程，从2010年创业，10年的过程，去年全年的营收超过2000亿，进入了财富500强。”小米怎么做到的？王翔介绍，小米的商业模式一直在讲“铁人三项”：小米是一家智能硬件的公司，也是一家软件公司，也是一家互联网的企业。\n王翔提到小米未来的战略是手机xAIoT。\r\n手机之外，小米已拥有2000多个AIoT产品SKU。目前小米IoT平台智能设备连接数达2.89亿，有560万消费者拥有5个以上的小米设备，\r\n智能音箱月活用户超过7800万，米家App月活超过4300万。此外，小米内部还有两只基金进行投资。\n\r\n他指出，一是战略投资基金，目前已投资接近300家企业。另一基金是产业投资。小米和武汉长江产业集团成立了120亿元人民币的基金，主要投资小米相关的制造业上游技术和核心元器件。目前已投资近80家企业。\n投资之外，小米还建立智能工厂，手机年产能达100万部。王翔说，小米并非要进入制造业。投资智能制造就是要助力中国智能制造的发展。\r\n小米希望智能制造业的提高和发展，来提高自身生产制造的效率。\n(部分来容是来自北京新浪网)","news_type":1},"isVote":1,"tweetType":1,"viewCount":1574,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":392330965,"gmtCreate":1607359344657,"gmtModify":1703847433554,"author":{"id":"3494323255067964","authorId":"3494323255067964","name":"战神蚩尤","avatar":"https://static.tigerbbs.com/729394e0bfc9df52abcaa6146a3799f7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"华为没了荣耀，有1亿台都难，毕竟华为里荣耀占60%","listText":"华为没了荣耀，有1亿台都难，毕竟华为里荣耀占60%","text":"华为没了荣耀，有1亿台都难，毕竟华为里荣耀占60%","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/392330965","repostId":"2089157096","repostType":2,"repost":{"id":"2089157096","weMediaInfo":{"introduction":"腾讯公司唯一官方帐号。","home_visible":0,"media_name":"腾讯","id":"1084790585","head_image":"https://static.tigerbbs.com/a522d48c5b404f518e0e60bb2a7f1ed7"},"pubTimestamp":1607305360,"share":"https://www.laohu8.com/m/news/2089157096?lang=&edition=full","pubTime":"2020-12-07 09:42","market":"hk","language":"zh","title":"小米明年计划销售2.4亿台手机 它能击败苹果和华为吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=2089157096","media":"腾讯","summary":"目前小米是全球第四大智能手机制造商，它和组件供应商洽谈，希望多备一点货，因为明年它要销售2.4亿台手机。小米告诉供应商，公司内部定的目标更高，明年的任务是销售3亿台智能手机，不过外界认为3亿台很难达成。扩张游戏根据IDC的统计，2019年华为手机销量达到2.406亿台，如果小米明年能销售2.4亿台，就可以与华为一争高下。在季度排名上，小米首次超越苹果，现在是仅次于三星、华为的第三大手机商。","content":"<p><b>极客网·极客观察12月7日</b>小米已经调整明年的订单，进攻欲望超强，似乎有与<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、华为一决高下的意思。目前小米是全球第四大<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>手机制造商，它和组件供应商洽谈，希望多备一点货，因为明年它要销售2.4亿台手机。</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20201207094241426d235w5qv777rlsl\" tg-width=\"120\" tg-height=\"120\"></p><p>2.4亿台，比今年华为的手机销量高很多，比苹果iPhone的年销量也要高。从这一数字可以看出小米野心很大，它想超越华为。</p><p>为了扩张，小米融资40亿美元，其中30.6亿来自香港股市，还有8.55亿来自可转换债券。小米告诉供应商，公司内部定的目标更高，明年的任务是销售3亿台智能手机，不过外界认为3亿台很难达成。<a href=\"https://laohu8.com/S/QCOM\">高通</a>与联发科是关键供应商，目前整个科技供应链的组件都出现短缺，它们应该无法为小米提供那么多的组件。</p><p>知情人士称：“小米为供应商设定如此高的目标，是想在竞争对手赶上之前先扩张；另外，目前供应链紧张，组件出现短缺，小米预订更多组件也是留了后手，防止供应链中断。”</p><p><b>扩张游戏</b></p><p>根据IDC的统计，2019年华为手机销量达到2.406亿台，如果小米明年能销售2.4亿台，就可以与华为一争高下。苹果iPhone一年的销量约为2亿台。2018年小米已经成为全球第四大手机商，2019年出货约为1.256亿台。2020年前9个月，小米手机的出货量同比增长16%，达到1.045亿台。</p><p>根据IDC的预测，今年全球手机市场将会萎缩9.5%，不过明年市场将会由衰退转向增长，所以手机商都磨刀霍霍。华为现在面临压力，小米抓住机会扩张合情合理，但扩张的不只有小米。</p><p>第五大手机商Oppo告诉供应商，明年准备制造1.7亿台手机，2019年它的出货量约为1.143亿台，如果真是这样，明年的出货将会增加50%。</p><p>今年6-9月份，华为手机出货量同比减少22%，全球份额从18.6%降到14.7%。虽然高通、<a href=\"https://laohu8.com/S/SNE\">索尼</a>已经可以向华为提供组件，但在未来几个季度华为出货可能还会下滑。为了获得关键组件，上个月华为已经剥离荣耀。</p><p>再看小米，今年7-9月份，小米营收刷新纪录，达到722亿元。小米认为营收增长主要来自海外市场，海外营收同比增加50%。该季小米净利同比增长19%，达到41亿元，这也是新的高点。在季度排名上，小米首次超越苹果，现在是仅次于<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>、华为的第三大手机商。</p><p>虽然小米明年有很大的野心，但整个行业已经出现组件短缺，供应商正在努力为笔记本、电视、游戏机、数据服务器供货，5G基础设施建设导致网络产品需求增加，为了应对美国禁令，华为也在抢货。</p><p>去年11月小米高管接受采访时表示，组件短缺已经影响到公司计划。行业人士认为，缺货是整个行业的普遍情况，暂时看不到缓和的迹象，小米的目标能否达成也无法确定。</p><p><b>超越华为</b></p><p>虽然小米成立只有10年，但它已经推出多种产品，包括智能音箱、智能穿戴设备、无线耳机、智能家电、路由器、智能电视、<a href=\"https://laohu8.com/S/300024\">机器人</a>真空吸尘器、空气净化器、风扇、网络摄像头、电磁炉。根据Counterpoint Research的报告，小米无线耳机的份额只比苹果Airpods低，智能音箱和智能电视份额也排到了第五位。在中国，小米路由器排名第三，仅次于华为和TP-Link。自2018年以来，小米一直都是全球排名第四的手机商。</p><p>Counterpoint Research分析师Brady Wang认为，明年智能手机市场将会复苏，这是2017年以来第一次复苏，出货将会增长10%。他还说：“所有厂商都在想着如何夺取市场份额，它们还在抢夺组件，就在此时，华为丢失城池，行业供应出现短缺。现在的问题是它们能否如愿以偿获得更多组件，行业玩家都在争夺，还有就是，一旦企业从华为手中夺得领地，它们的产品是否足够好，能够将领地牢牢握在手中。”</p><p>从数据看，今年三季度小米手机出货量同比增长45%，华为同比减少24%，换言之，三季度小米的份额可能已经达到13%，华为降到14%。小米超越华为完全有可能。在前五大厂商中，三季度除了三星小米，其它三家的出货量全部下滑，即使是三星也只增长了2%，但小米增长45%。</p><p>小米紧跟华为，向欧洲、中东、非洲下注，同时尽可能保证不在中国丢失领地，然后努力拿下印度。今年二季度，小米在欧洲的份额已经超过华为。按照小米的说法，在全球54个市场小米挤进前五位，在10个市场占据第一位。</p><p>一直以来，小米不愿意“将鸡蛋放在一个篮子里”，现在这种策略似乎已经凑效。小米的海外营收已经占到55%。接下来，小米还要多在高端市场下苦功。</p><p>2020年一季度，小米成为高端手机市场（400美元以上）第五名，这是它第一次升到如此高的位置，尽管如此，它所占的份额却只有2%，华为的份额是12%，小米肯定会趁华为混乱时抢夺这块蛋糕。</p>","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>小米明年计划销售2.4亿台手机 它能击败苹果和华为吗？</title>\n<style 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}\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小米明年计划销售2.4亿台手机 它能击败苹果和华为吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a522d48c5b404f518e0e60bb2a7f1ed7);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">腾讯 </p>\n<p class=\"h-time\">2020-12-07 09:42</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>极客网·极客观察12月7日</b>小米已经调整明年的订单，进攻欲望超强，似乎有与<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、华为一决高下的意思。目前小米是全球第四大<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>手机制造商，它和组件供应商洽谈，希望多备一点货，因为明年它要销售2.4亿台手机。</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20201207094241426d235w5qv777rlsl\" tg-width=\"120\" tg-height=\"120\"></p><p>2.4亿台，比今年华为的手机销量高很多，比苹果iPhone的年销量也要高。从这一数字可以看出小米野心很大，它想超越华为。</p><p>为了扩张，小米融资40亿美元，其中30.6亿来自香港股市，还有8.55亿来自可转换债券。小米告诉供应商，公司内部定的目标更高，明年的任务是销售3亿台智能手机，不过外界认为3亿台很难达成。<a href=\"https://laohu8.com/S/QCOM\">高通</a>与联发科是关键供应商，目前整个科技供应链的组件都出现短缺，它们应该无法为小米提供那么多的组件。</p><p>知情人士称：“小米为供应商设定如此高的目标，是想在竞争对手赶上之前先扩张；另外，目前供应链紧张，组件出现短缺，小米预订更多组件也是留了后手，防止供应链中断。”</p><p><b>扩张游戏</b></p><p>根据IDC的统计，2019年华为手机销量达到2.406亿台，如果小米明年能销售2.4亿台，就可以与华为一争高下。苹果iPhone一年的销量约为2亿台。2018年小米已经成为全球第四大手机商，2019年出货约为1.256亿台。2020年前9个月，小米手机的出货量同比增长16%，达到1.045亿台。</p><p>根据IDC的预测，今年全球手机市场将会萎缩9.5%，不过明年市场将会由衰退转向增长，所以手机商都磨刀霍霍。华为现在面临压力，小米抓住机会扩张合情合理，但扩张的不只有小米。</p><p>第五大手机商Oppo告诉供应商，明年准备制造1.7亿台手机，2019年它的出货量约为1.143亿台，如果真是这样，明年的出货将会增加50%。</p><p>今年6-9月份，华为手机出货量同比减少22%，全球份额从18.6%降到14.7%。虽然高通、<a href=\"https://laohu8.com/S/SNE\">索尼</a>已经可以向华为提供组件，但在未来几个季度华为出货可能还会下滑。为了获得关键组件，上个月华为已经剥离荣耀。</p><p>再看小米，今年7-9月份，小米营收刷新纪录，达到722亿元。小米认为营收增长主要来自海外市场，海外营收同比增加50%。该季小米净利同比增长19%，达到41亿元，这也是新的高点。在季度排名上，小米首次超越苹果，现在是仅次于<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>、华为的第三大手机商。</p><p>虽然小米明年有很大的野心，但整个行业已经出现组件短缺，供应商正在努力为笔记本、电视、游戏机、数据服务器供货，5G基础设施建设导致网络产品需求增加，为了应对美国禁令，华为也在抢货。</p><p>去年11月小米高管接受采访时表示，组件短缺已经影响到公司计划。行业人士认为，缺货是整个行业的普遍情况，暂时看不到缓和的迹象，小米的目标能否达成也无法确定。</p><p><b>超越华为</b></p><p>虽然小米成立只有10年，但它已经推出多种产品，包括智能音箱、智能穿戴设备、无线耳机、智能家电、路由器、智能电视、<a href=\"https://laohu8.com/S/300024\">机器人</a>真空吸尘器、空气净化器、风扇、网络摄像头、电磁炉。根据Counterpoint Research的报告，小米无线耳机的份额只比苹果Airpods低，智能音箱和智能电视份额也排到了第五位。在中国，小米路由器排名第三，仅次于华为和TP-Link。自2018年以来，小米一直都是全球排名第四的手机商。</p><p>Counterpoint Research分析师Brady Wang认为，明年智能手机市场将会复苏，这是2017年以来第一次复苏，出货将会增长10%。他还说：“所有厂商都在想着如何夺取市场份额，它们还在抢夺组件，就在此时，华为丢失城池，行业供应出现短缺。现在的问题是它们能否如愿以偿获得更多组件，行业玩家都在争夺，还有就是，一旦企业从华为手中夺得领地，它们的产品是否足够好，能够将领地牢牢握在手中。”</p><p>从数据看，今年三季度小米手机出货量同比增长45%，华为同比减少24%，换言之，三季度小米的份额可能已经达到13%，华为降到14%。小米超越华为完全有可能。在前五大厂商中，三季度除了三星小米，其它三家的出货量全部下滑，即使是三星也只增长了2%，但小米增长45%。</p><p>小米紧跟华为，向欧洲、中东、非洲下注，同时尽可能保证不在中国丢失领地，然后努力拿下印度。今年二季度，小米在欧洲的份额已经超过华为。按照小米的说法，在全球54个市场小米挤进前五位，在10个市场占据第一位。</p><p>一直以来，小米不愿意“将鸡蛋放在一个篮子里”，现在这种策略似乎已经凑效。小米的海外营收已经占到55%。接下来，小米还要多在高端市场下苦功。</p><p>2020年一季度，小米成为高端手机市场（400美元以上）第五名，这是它第一次升到如此高的位置，尽管如此，它所占的份额却只有2%，华为的份额是12%，小米肯定会趁华为混乱时抢夺这块蛋糕。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/14d6e649b06703312499e84952510944","relate_stocks":{"01810":"小米集团-W","03086":"华夏纳指","AAPL":"苹果","09086":"华夏纳指-U"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2089157096","content_text":"极客网·极客观察12月7日小米已经调整明年的订单，进攻欲望超强，似乎有与苹果、华为一决高下的意思。目前小米是全球第四大智能手机制造商，它和组件供应商洽谈，希望多备一点货，因为明年它要销售2.4亿台手机。2.4亿台，比今年华为的手机销量高很多，比苹果iPhone的年销量也要高。从这一数字可以看出小米野心很大，它想超越华为。为了扩张，小米融资40亿美元，其中30.6亿来自香港股市，还有8.55亿来自可转换债券。小米告诉供应商，公司内部定的目标更高，明年的任务是销售3亿台智能手机，不过外界认为3亿台很难达成。高通与联发科是关键供应商，目前整个科技供应链的组件都出现短缺，它们应该无法为小米提供那么多的组件。知情人士称：“小米为供应商设定如此高的目标，是想在竞争对手赶上之前先扩张；另外，目前供应链紧张，组件出现短缺，小米预订更多组件也是留了后手，防止供应链中断。”扩张游戏根据IDC的统计，2019年华为手机销量达到2.406亿台，如果小米明年能销售2.4亿台，就可以与华为一争高下。苹果iPhone一年的销量约为2亿台。2018年小米已经成为全球第四大手机商，2019年出货约为1.256亿台。2020年前9个月，小米手机的出货量同比增长16%，达到1.045亿台。根据IDC的预测，今年全球手机市场将会萎缩9.5%，不过明年市场将会由衰退转向增长，所以手机商都磨刀霍霍。华为现在面临压力，小米抓住机会扩张合情合理，但扩张的不只有小米。第五大手机商Oppo告诉供应商，明年准备制造1.7亿台手机，2019年它的出货量约为1.143亿台，如果真是这样，明年的出货将会增加50%。今年6-9月份，华为手机出货量同比减少22%，全球份额从18.6%降到14.7%。虽然高通、索尼已经可以向华为提供组件，但在未来几个季度华为出货可能还会下滑。为了获得关键组件，上个月华为已经剥离荣耀。再看小米，今年7-9月份，小米营收刷新纪录，达到722亿元。小米认为营收增长主要来自海外市场，海外营收同比增加50%。该季小米净利同比增长19%，达到41亿元，这也是新的高点。在季度排名上，小米首次超越苹果，现在是仅次于三星、华为的第三大手机商。虽然小米明年有很大的野心，但整个行业已经出现组件短缺，供应商正在努力为笔记本、电视、游戏机、数据服务器供货，5G基础设施建设导致网络产品需求增加，为了应对美国禁令，华为也在抢货。去年11月小米高管接受采访时表示，组件短缺已经影响到公司计划。行业人士认为，缺货是整个行业的普遍情况，暂时看不到缓和的迹象，小米的目标能否达成也无法确定。超越华为虽然小米成立只有10年，但它已经推出多种产品，包括智能音箱、智能穿戴设备、无线耳机、智能家电、路由器、智能电视、机器人真空吸尘器、空气净化器、风扇、网络摄像头、电磁炉。根据Counterpoint Research的报告，小米无线耳机的份额只比苹果Airpods低，智能音箱和智能电视份额也排到了第五位。在中国，小米路由器排名第三，仅次于华为和TP-Link。自2018年以来，小米一直都是全球排名第四的手机商。Counterpoint Research分析师Brady Wang认为，明年智能手机市场将会复苏，这是2017年以来第一次复苏，出货将会增长10%。他还说：“所有厂商都在想着如何夺取市场份额，它们还在抢夺组件，就在此时，华为丢失城池，行业供应出现短缺。现在的问题是它们能否如愿以偿获得更多组件，行业玩家都在争夺，还有就是，一旦企业从华为手中夺得领地，它们的产品是否足够好，能够将领地牢牢握在手中。”从数据看，今年三季度小米手机出货量同比增长45%，华为同比减少24%，换言之，三季度小米的份额可能已经达到13%，华为降到14%。小米超越华为完全有可能。在前五大厂商中，三季度除了三星小米，其它三家的出货量全部下滑，即使是三星也只增长了2%，但小米增长45%。小米紧跟华为，向欧洲、中东、非洲下注，同时尽可能保证不在中国丢失领地，然后努力拿下印度。今年二季度，小米在欧洲的份额已经超过华为。按照小米的说法，在全球54个市场小米挤进前五位，在10个市场占据第一位。一直以来，小米不愿意“将鸡蛋放在一个篮子里”，现在这种策略似乎已经凑效。小米的海外营收已经占到55%。接下来，小米还要多在高端市场下苦功。2020年一季度，小米成为高端手机市场（400美元以上）第五名，这是它第一次升到如此高的位置，尽管如此，它所占的份额却只有2%，华为的份额是12%，小米肯定会趁华为混乱时抢夺这块蛋糕。","news_type":1},"isVote":1,"tweetType":1,"viewCount":937,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":398044964,"gmtCreate":1606803789658,"gmtModify":1703844511583,"author":{"id":"3494323255067964","authorId":"3494323255067964","name":"战神蚩尤","avatar":"https://static.tigerbbs.com/729394e0bfc9df52abcaa6146a3799f7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"不科学啊，小米今天应该大涨啊，除了社交媒体和短视频全是华为水军在黑小米，其他都是利好啊。","listText":"不科学啊，小米今天应该大涨啊，除了社交媒体和短视频全是华为水军在黑小米，其他都是利好啊。","text":"不科学啊，小米今天应该大涨啊，除了社交媒体和短视频全是华为水军在黑小米，其他都是利好啊。","images":[{"img":"https://static.tigerbbs.com/1a33a0a694f079d27e0e7fc1bcf2cf1a","width":"640","height":"640"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/398044964","isVote":1,"tweetType":1,"viewCount":2062,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":391076191,"gmtCreate":1606454770813,"gmtModify":1703843137286,"author":{"id":"3494323255067964","authorId":"3494323255067964","name":"战神蚩尤","avatar":"https://static.tigerbbs.com/729394e0bfc9df52abcaa6146a3799f7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>华为水军真特么多，头条12个热搜，小米王媚事件占5个，还一个是红米note9京东6点出现评论疑刷单，点进去全是华为自媒体在带节奏。华为又是增发债券又是卖荣耀，拿了钱转手就雇水军黑小米，这种企业还被吹成爱国企业不讽刺吗？","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>华为水军真特么多，头条12个热搜，小米王媚事件占5个，还一个是红米note9京东6点出现评论疑刷单，点进去全是华为自媒体在带节奏。华为又是增发债券又是卖荣耀，拿了钱转手就雇水军黑小米，这种企业还被吹成爱国企业不讽刺吗？","text":"$小米集团-W(01810)$华为水军真特么多，头条12个热搜，小米王媚事件占5个，还一个是红米note9京东6点出现评论疑刷单，点进去全是华为自媒体在带节奏。华为又是增发债券又是卖荣耀，拿了钱转手就雇水军黑小米，这种企业还被吹成爱国企业不讽刺吗？","images":[{"img":"https://static.tigerbbs.com/724c41cb157930492a7c83cb50167145","width":"640","height":"356"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/391076191","isVote":1,"tweetType":1,"viewCount":3494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":393425430,"gmtCreate":1606359801220,"gmtModify":1703842816853,"author":{"id":"3494323255067964","authorId":"3494323255067964","name":"战神蚩尤","avatar":"https://static.tigerbbs.com/729394e0bfc9df52abcaa6146a3799f7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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[微笑]","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":7,"commentSize":11,"repostSize":0,"link":"https://laohu8.com/post/949511632","isVote":1,"tweetType":1,"viewCount":5499,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479302315475390","authorId":"3479302315475390","name":"冰雪情缘","avatar":"https://static.tigerbbs.com/a80518dd334bb1f2828c5ee3f444d511","crmLevel":2,"crmLevelSwitch":1},"content":"你真是戏精➕被害妄想症，华为吃饱了挣的？拿几百亿做空小米。。","text":"你真是戏精➕被害妄想症，华为吃饱了挣的？拿几百亿做空小米。。","html":"你真是戏精➕被害妄想症，华为吃饱了挣的？拿几百亿做空小米。。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":921886167,"gmtCreate":1586237903559,"gmtModify":1704360457174,"author":{"id":"3494323255067964","authorId":"3494323255067964","name":"战神蚩尤","avatar":"https://static.tigerbbs.com/729394e0bfc9df52abcaa6146a3799f7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>华为一边花钱委托机构做空小米股票，一边又委托自媒体污蔑小米和谷歌包装盒合作是嘲讽华为、是不爱国，真够不要脸的","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>华为一边花钱委托机构做空小米股票，一边又委托自媒体污蔑小米和谷歌包装盒合作是嘲讽华为、是不爱国，真够不要脸的","text":"$小米集团-W(01810)$华为一边花钱委托机构做空小米股票，一边又委托自媒体污蔑小米和谷歌包装盒合作是嘲讽华为、是不爱国，真够不要脸的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/921886167","isVote":1,"tweetType":1,"viewCount":1381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":338228095,"gmtCreate":1609920972317,"gmtModify":1703741316499,"author":{"id":"3494323255067964","authorId":"3494323255067964","name":"战神蚩尤","avatar":"https://static.tigerbbs.com/729394e0bfc9df52abcaa6146a3799f7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"荣耀没了华为的爱国营销加持，感觉真没法和小米比，红米都比不过","listText":"荣耀没了华为的爱国营销加持，感觉真没法和小米比，红米都比不过","text":"荣耀没了华为的爱国营销加持，感觉真没法和小米比，红米都比不过","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":19,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/338228095","repostId":"1105844478","repostType":2,"repost":{"id":"1105844478","pubTimestamp":1609916550,"share":"https://www.laohu8.com/m/news/1105844478?lang=&edition=full","pubTime":"2021-01-06 15:02","market":"hk","language":"zh","title":"股价一度大跌7%，半日蒸发541亿港元！小米为何重挫？","url":"https://stock-news.laohu8.com/highlight/detail?id=1105844478","media":"华尔街见闻","summary":"摘要：小米劲敌荣耀据称已与高通合作，推进5G手机研发。瑞银今早也宣布下调小米评级，建议“卖出”。本周三小米股价重挫，一度跌7%。截至午间收盘，小米集团股价跌幅达6.09%，半个交易日蒸发541亿港元。受手机销售改善刺激，小米去年累计涨幅达208%。新年伊始继续上涨，公司股价此前创历史新高。市场分析认为，来自小米主要竞争对手荣耀的最新进展是周三下跌的主要原因。","content":"<blockquote>摘要：小米劲敌荣耀据称已与高通合作，推进5G手机研发。瑞银今早也宣布下调小米评级，建议“卖出”。</blockquote><p>本周三小米股价重挫，一度跌7%。截至午间收盘，小米集团股价跌幅达6.09%，半个交易日蒸发541亿港元。<img src=\"https://static.tigerbbs.com/36df84bc676f16675965af2dc03e20e3\" tg-width=\"1153\" tg-height=\"477\"></p><p>受手机销售改善刺激，小米去年累计涨幅达208%。新年伊始继续上涨，公司股价此前创历史新高。</p><p><b>荣耀重回5G手机市场</b></p><p>市场分析认为，来自小米主要竞争对手荣耀的最新进展是周三下跌的主要原因。</p><p>周二晚间，据第一财经报道，荣耀公司已推进采用高通芯片的5G手机研发。荣耀内部人士透露，由于荣耀终端公司不在美国实体清单内，所以与美国供应链企业的合作不需要审批，公司与高通的合作正在进行中。</p><p>报道同时援引供应链方面信息，称高通已开始对荣耀搭载骁龙5G芯片研发立项，<b>预计2021年三季度左右荣耀将推出搭载高通骁龙5G SoC芯片的智能手机。</b></p><p>荣耀诞生于2013年，定位于中低端智能机市场（与小米直接竞争），七年间逐渐发展成年出货量超7000万部的手机品牌。去年11月荣耀正式从华为剥离。</p><p>在荣耀正式剥离后，高通等美国手机芯片大厂也表现积极。</p><p>高通总裁安蒙去年12月在接受媒体采访时表示，高通非常期待和荣耀在相关方面开展合作，已经开始和荣耀开展一些对话，公司对未来机会也表示期待。</p><p>荣耀对未来发展也是雄心勃勃。据腾讯《深网》报道，在一场员工沟通会上，荣耀CEO赵明提出，荣耀的目标是成为国内手机市场第一。</p><p><b>券商观点：分歧不一</b></p><p>对于小米后续发展，券商目前尚不存在较为统一的看法。</p><p>瑞银此前发布报告，将小米集团目标价由23港元下调至22港元；评级由“中性”下调至“沽售”。</p><p>瑞银表示，小米股价去年升208%，跑赢MSCI中国IT指数132个百分点，公司2021/22年预测市盈率达42倍及33倍，<b>已反映受惠互联网服务复苏带来的盈利上行。</b></p><p><img src=\"https://static.tigerbbs.com/85f4794b8dc7978c116c7a3a3083a312\" tg-width=\"1155\" tg-height=\"477\"></p><p>瑞银认为，由于5G零件成本高，加上需要在内地线下渠道及海外扩张，今年小米硬件净利润率难有显著改善。该行同时对小米的互联网服务收入预测持悲观态度，因此下调公司评级及目标价格。</p><p>也有内资券商对小米前景持乐观态度。</p><p>信达证券认为，随着小米手机ASP的持续提高，用户消费能力的提升，手机高端化将成为互联网业务ARPU提升的强劲推力。</p><p>信达证券认为考虑到小米在国内手机和物联网（IoT）行业的龙头地位，未来业绩的高成长性和业务扩张性，公司有望在行业格局的变化中进一步成长，参考可比公司，给予小米2021年8428.5亿元（约10000亿港元）的市值目标。</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>股价一度大跌7%，半日蒸发541亿港元！小米为何重挫？</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{ 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}\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股价一度大跌7%，半日蒸发541亿港元！小米为何重挫？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-01-06 15:02 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3616083><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摘要：小米劲敌荣耀据称已与高通合作，推进5G手机研发。瑞银今早也宣布下调小米评级，建议“卖出”。本周三小米股价重挫，一度跌7%。截至午间收盘，小米集团股价跌幅达6.09%，半个交易日蒸发541亿港元。受手机销售改善刺激，小米去年累计涨幅达208%。新年伊始继续上涨，公司股价此前创历史新高。荣耀重回5G手机市场市场分析认为，来自小米主要竞争对手荣耀的最新进展是周三下跌的主要原因。周二晚间，据第一...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3616083\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e6182bcfc4ac2ffb4c38f48068ce9d1c","relate_stocks":{"01810":"小米集团-W"},"source_url":"https://wallstreetcn.com/articles/3616083","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1105844478","content_text":"摘要：小米劲敌荣耀据称已与高通合作，推进5G手机研发。瑞银今早也宣布下调小米评级，建议“卖出”。本周三小米股价重挫，一度跌7%。截至午间收盘，小米集团股价跌幅达6.09%，半个交易日蒸发541亿港元。受手机销售改善刺激，小米去年累计涨幅达208%。新年伊始继续上涨，公司股价此前创历史新高。荣耀重回5G手机市场市场分析认为，来自小米主要竞争对手荣耀的最新进展是周三下跌的主要原因。周二晚间，据第一财经报道，荣耀公司已推进采用高通芯片的5G手机研发。荣耀内部人士透露，由于荣耀终端公司不在美国实体清单内，所以与美国供应链企业的合作不需要审批，公司与高通的合作正在进行中。报道同时援引供应链方面信息，称高通已开始对荣耀搭载骁龙5G芯片研发立项，预计2021年三季度左右荣耀将推出搭载高通骁龙5G SoC芯片的智能手机。荣耀诞生于2013年，定位于中低端智能机市场（与小米直接竞争），七年间逐渐发展成年出货量超7000万部的手机品牌。去年11月荣耀正式从华为剥离。在荣耀正式剥离后，高通等美国手机芯片大厂也表现积极。高通总裁安蒙去年12月在接受媒体采访时表示，高通非常期待和荣耀在相关方面开展合作，已经开始和荣耀开展一些对话，公司对未来机会也表示期待。荣耀对未来发展也是雄心勃勃。据腾讯《深网》报道，在一场员工沟通会上，荣耀CEO赵明提出，荣耀的目标是成为国内手机市场第一。券商观点：分歧不一对于小米后续发展，券商目前尚不存在较为统一的看法。瑞银此前发布报告，将小米集团目标价由23港元下调至22港元；评级由“中性”下调至“沽售”。瑞银表示，小米股价去年升208%，跑赢MSCI中国IT指数132个百分点，公司2021/22年预测市盈率达42倍及33倍，已反映受惠互联网服务复苏带来的盈利上行。瑞银认为，由于5G零件成本高，加上需要在内地线下渠道及海外扩张，今年小米硬件净利润率难有显著改善。该行同时对小米的互联网服务收入预测持悲观态度，因此下调公司评级及目标价格。也有内资券商对小米前景持乐观态度。信达证券认为，随着小米手机ASP的持续提高，用户消费能力的提升，手机高端化将成为互联网业务ARPU提升的强劲推力。信达证券认为考虑到小米在国内手机和物联网（IoT）行业的龙头地位，未来业绩的高成长性和业务扩张性，公司有望在行业格局的变化中进一步成长，参考可比公司，给予小米2021年8428.5亿元（约10000亿港元）的市值目标。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1576,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":394987694,"gmtCreate":1607926389818,"gmtModify":1703850085547,"author":{"id":"3494323255067964","authorId":"3494323255067964","name":"战神蚩尤","avatar":"https://static.tigerbbs.com/729394e0bfc9df52abcaa6146a3799f7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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