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战神蚩尤
11-15
网易就是家诈骗水军公司
网易三季度营收262亿元略低于预期,经调整净利润75亿元
战神蚩尤
11-14
$网易-S(09999)$
网易的心遇app纯诈骗软件,回消息要钱,充完钱发现对方是人机。网易游戏也都是粗制滥造,营销水军逆天,网易这种诈骗公司就该倒闭
战神蚩尤
11-01
$网易-S(09999)$
网易水军太多了,这种**公司不值这个价
战神蚩尤
10-17
$网易-S(09999)$
网易水军太多了
战神蚩尤
08-30
$网易-S(09999)$
网易就是家水军营销公司,游戏产品全是粗制滥造
战神蚩尤
08-14
$网易-S(09999)$
网易就是个水军公司
战神蚩尤
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”
战神蚩尤
2022-01-10
$阳光电源(300274)$
垃圾啊,天天阴跌
战神蚩尤
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
战神蚩尤
2021-12-07
$云音乐(09899)$
丁磊自己在买吗
战神蚩尤
2021-07-22
人家背后是华为撑腰
抱歉,原内容已删除
战神蚩尤
2021-03-09
$山西汾酒(600809)$
吃屎吧垃圾股
战神蚩尤
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
战神蚩尤
2021-01-26
$小米集团-W(01810)$
这曲线牛逼,钉子啊
战神蚩尤
2021-01-18
$小米集团-W(01810)$
净额20亿,怎么才涨这么点?
战神蚩尤
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
战神蚩尤
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
战神蚩尤
2020-12-21
$小米集团-W(01810)$
厉害厉害
战神蚩尤
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
战神蚩尤
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
去老虎APP查看更多动态
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16:32","market":"us","language":"zh","title":"网易三季度营收262亿元略低于预期,经调整净利润75亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=1179889604","media":"老虎资讯综合","summary":"预估265.9亿元人民币。","content":"<html><head></head><body><p>网易2024年第三季度营收262亿元,预估265.9亿元人民币。去年同期255亿元。</p><p>三季度非公认会计准则下归属于公司股东的净利润75亿元。</p><p>三季度毛利164.8亿元人民币,预估165.5亿元人民币。</p><p><strong>业务分项</strong></p><p style=\"text-align: start;\">第三季度在线游戏服务净收入208.6亿元人民币,预估207.1亿元人民币。</p><p style=\"text-align: start;\">第三季度创新及其他业务净收入17.7亿元人民币,预估20.7亿元人民币。</p><p style=\"text-align: start;\">第三季度网络游戏服务毛利润143.6亿元人民币,预估143亿元人民币。</p><p style=\"text-align: start;\">第三季度网络游戏服务毛利率68.8%,预估69.7%。</p><p><strong>回购</strong></p><p>从2023年1月10日截至2024年9月30日,公司回购约16亿美元美国存托股,其中2024年Q3回购5亿美元股份,较上季度增长98%,释放积极信号,进一步提振市场信心。</p><p>截至发稿,网易盘前涨幅近5%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/da2750c1861a1faad52544c3679b89ac\" tg-width=\"450\" tg-height=\"131\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE 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class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-11-14 16:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>网易2024年第三季度营收262亿元,预估265.9亿元人民币。去年同期255亿元。</p><p>三季度非公认会计准则下归属于公司股东的净利润75亿元。</p><p>三季度毛利164.8亿元人民币,预估165.5亿元人民币。</p><p><strong>业务分项</strong></p><p style=\"text-align: start;\">第三季度在线游戏服务净收入208.6亿元人民币,预估207.1亿元人民币。</p><p style=\"text-align: start;\">第三季度创新及其他业务净收入17.7亿元人民币,预估20.7亿元人民币。</p><p style=\"text-align: start;\">第三季度网络游戏服务毛利润143.6亿元人民币,预估143亿元人民币。</p><p style=\"text-align: start;\">第三季度网络游戏服务毛利率68.8%,预估69.7%。</p><p><strong>回购</strong></p><p>从2023年1月10日截至2024年9月30日,公司回购约16亿美元美国存托股,其中2024年Q3回购5亿美元股份,较上季度增长98%,释放积极信号,进一步提振市场信心。</p><p>截至发稿,网易盘前涨幅近5%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/da2750c1861a1faad52544c3679b89ac\" tg-width=\"450\" tg-height=\"131\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4a03d813fd4f071271a876c00a70846b","relate_stocks":{"NTES":"网易","09999":"网易-S"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179889604","content_text":"网易2024年第三季度营收262亿元,预估265.9亿元人民币。去年同期255亿元。三季度非公认会计准则下归属于公司股东的净利润75亿元。三季度毛利164.8亿元人民币,预估165.5亿元人民币。业务分项第三季度在线游戏服务净收入208.6亿元人民币,预估207.1亿元人民币。第三季度创新及其他业务净收入17.7亿元人民币,预估20.7亿元人民币。第三季度网络游戏服务毛利润143.6亿元人民币,预估143亿元人民币。第三季度网络游戏服务毛利率68.8%,预估69.7%。回购从2023年1月10日截至2024年9月30日,公司回购约16亿美元美国存托股,其中2024年Q3回购5亿美元股份,较上季度增长98%,释放积极信号,进一步提振市场信心。截至发稿,网易盘前涨幅近5%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":370756083753304,"gmtCreate":1731555691972,"gmtModify":1731558304173,"author":{"id":"3494323255067964","authorId":"3494323255067964","name":"战神蚩尤","avatar":"https://static.tigerbbs.com/729394e0bfc9df52abcaa6146a3799f7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494323255067964","authorIdStr":"3494323255067964"},"themes":[],"htmlText":"<a 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20:33","market":"sh","language":"zh","title":"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”","url":"https://stock-news.laohu8.com/highlight/detail?id=2223823306","media":"证券日报网","summary":"本报记者 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 ...","content":"<div>\n<p>本报记者 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","source":"tonghuashun","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\" 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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 <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":1848,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":693642728,"gmtCreate":1640017631974,"gmtModify":1640220369327,"author":{"id":"3494323255067964","authorId":"3494323255067964","name":"战神蚩尤","avatar":"https://static.tigerbbs.com/729394e0bfc9df52abcaa6146a3799f7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494323255067964","authorIdStr":"3494323255067964"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>华为前脚骗完国家补贴,后脚就雇机构恶意做空小米,真恶心","listText":"<a 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href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>小米潜力远不止这点,按正常至少是发行价2倍,只是空头太厉害了,据说华为就拿出了几百亿专门不惜代价做空小米。不过如果这次小米重回发行价,华为等空头应该会遭受重创,从此一蹶不振。[微笑] [微笑] ","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>小米潜力远不止这点,按正常至少是发行价2倍,只是空头太厉害了,据说华为就拿出了几百亿专门不惜代价做空小米。不过如果这次小米重回发行价,华为等空头应该会遭受重创,从此一蹶不振。[微笑] [微笑] ","text":"$小米集团-W(01810)$小米潜力远不止这点,按正常至少是发行价2倍,只是空头太厉害了,据说华为就拿出了几百亿专门不惜代价做空小米。不过如果这次小米重回发行价,华为等空头应该会遭受重创,从此一蹶不振。[微笑] [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":5619,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479302315475390","authorId":"3479302315475390","name":"红色的老韭菜","avatar":"https://static.tigerbbs.com/16c7d3cf1453933d3a62767d3cf4cf58","crmLevel":2,"crmLevelSwitch":1,"idStr":"3479302315475390","authorIdStr":"3479302315475390"},"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,"idStr":"3494323255067964","authorIdStr":"3494323255067964"},"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":1422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":344009713770688,"gmtCreate":1725011415739,"gmtModify":1725011417634,"author":{"id":"3494323255067964","authorId":"3494323255067964","name":"战神蚩尤","avatar":"https://static.tigerbbs.com/729394e0bfc9df52abcaa6146a3799f7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494323255067964","authorIdStr":"3494323255067964"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09999\">$网易-S(09999)$ </a><v-v data-views=\"0\"></v-v> 网易就是家水军营销公司,游戏产品全是粗制滥造","listText":"<a href=\"https://laohu8.com/S/09999\">$网易-S(09999)$ </a><v-v data-views=\"0\"></v-v> 网易就是家水军营销公司,游戏产品全是粗制滥造","text":"$网易-S(09999)$ 网易就是家水军营销公司,游戏产品全是粗制滥造","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/344009713770688","isVote":1,"tweetType":1,"viewCount":598,"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,"idStr":"3494323255067964","authorIdStr":"3494323255067964"},"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","kind":"news","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 <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":2119,"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,"idStr":"3494323255067964","authorIdStr":"3494323255067964"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>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","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>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","text":"$小米集团-W(01810)$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","images":[{"img":"https://static.tigerbbs.com/ecc5d6de4ea3c26e2b0ba14e93f98490","width":"1080","height":"2136"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/394987694","isVote":1,"tweetType":1,"viewCount":2301,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3511079232281937","authorId":"3511079232281937","name":"么么哒121","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3511079232281937","authorIdStr":"3511079232281937"},"content":"这种言论的就是很幼稚的想法,不然就是水军,什么年代了,小米公司一年为国家创造多少税收,爱国难道就要不吃饭把所有钱拿去研究芯片吗10年二十年弄不出来也要硬着头皮,创业主要的就是活下来,然后再慢慢扩大,再有责任担当,没得黑硬黑。","text":"这种言论的就是很幼稚的想法,不然就是水军,什么年代了,小米公司一年为国家创造多少税收,爱国难道就要不吃饭把所有钱拿去研究芯片吗10年二十年弄不出来也要硬着头皮,创业主要的就是活下来,然后再慢慢扩大,再有责任担当,没得黑硬黑。","html":"这种言论的就是很幼稚的想法,不然就是水军,什么年代了,小米公司一年为国家创造多少税收,爱国难道就要不吃饭把所有钱拿去研究芯片吗10年二十年弄不出来也要硬着头皮,创业主要的就是活下来,然后再慢慢扩大,再有责任担当,没得黑硬黑。"}],"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,"idStr":"3494323255067964","authorIdStr":"3494323255067964"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>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","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>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","text":"$小米集团-W(01810)$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","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":6,"repostSize":1,"link":"https://laohu8.com/post/393425430","isVote":1,"tweetType":1,"viewCount":5337,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3491340608659749","authorId":"3491340608659749","name":"砸锅哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3491340608659749","authorIdStr":"3491340608659749"},"content":"翻篇了,翻篇了。米粉不要这么玻璃心。海军带的节奏是公开都这么说,内部岂不是天天挂在嘴边。什么逻辑啊。顶多一个蠢得挂像的打工人,什么高管啊。雷总仁慈,把她从人力资源副总裁的职位上拿下来不开掉放到清河大学一个闲职。雷总人品在那摆着呢。","text":"翻篇了,翻篇了。米粉不要这么玻璃心。海军带的节奏是公开都这么说,内部岂不是天天挂在嘴边。什么逻辑啊。顶多一个蠢得挂像的打工人,什么高管啊。雷总仁慈,把她从人力资源副总裁的职位上拿下来不开掉放到清河大学一个闲职。雷总人品在那摆着呢。","html":"翻篇了,翻篇了。米粉不要这么玻璃心。海军带的节奏是公开都这么说,内部岂不是天天挂在嘴边。什么逻辑啊。顶多一个蠢得挂像的打工人,什么高管啊。雷总仁慈,把她从人力资源副总裁的职位上拿下来不开掉放到清河大学一个闲职。雷总人品在那摆着呢。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":935540809,"gmtCreate":1573703027101,"gmtModify":1704726587323,"author":{"id":"3494323255067964","authorId":"3494323255067964","name":"战神蚩尤","avatar":"https://static.tigerbbs.com/729394e0bfc9df52abcaa6146a3799f7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494323255067964","authorIdStr":"3494323255067964"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 这次小米惨了,华为花高价委托了好几家机构做空小米,如果挺不住估计要退市了。好像之前华为也有委托过,但没这次这么狠。","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 这次小米惨了,华为花高价委托了好几家机构做空小米,如果挺不住估计要退市了。好像之前华为也有委托过,但没这次这么狠。","text":"$小米集团-W(01810)$ 这次小米惨了,华为花高价委托了好几家机构做空小米,如果挺不住估计要退市了。好像之前华为也有委托过,但没这次这么狠。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/935540809","isVote":1,"tweetType":1,"viewCount":491,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3525732274942113","authorId":"3525732274942113","name":"KaiRen私人定制","avatar":"https://static.tigerbbs.com/36464ee5ee1c2ac1a6f1a38d15792627","crmLevel":1,"crmLevelSwitch":0,"idStr":"3525732274942113","authorIdStr":"3525732274942113"},"content":"呵呵,这也能怪华为?你家雷总自己套现比谁都狠,发奖金比谁都多,你怎么不去喷他?","text":"呵呵,这也能怪华为?你家雷总自己套现比谁都狠,发奖金比谁都多,你怎么不去喷他?","html":"呵呵,这也能怪华为?你家雷总自己套现比谁都狠,发奖金比谁都多,你怎么不去喷他?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":334452820,"gmtCreate":1610953923360,"gmtModify":1703747274898,"author":{"id":"3494323255067964","authorId":"3494323255067964","name":"战神蚩尤","avatar":"https://static.tigerbbs.com/729394e0bfc9df52abcaa6146a3799f7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494323255067964","authorIdStr":"3494323255067964"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>净额20亿,怎么才涨这么点?","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>净额20亿,怎么才涨这么点?","text":"$小米集团-W(01810)$净额20亿,怎么才涨这么点?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/334452820","isVote":1,"tweetType":1,"viewCount":5075,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3495690648198282","authorId":"3495690648198282","name":"Daytime","avatar":"https://static.tigerbbs.com/99dd6e0026427abff775d2a739741823","crmLevel":2,"crmLevelSwitch":0,"idStr":"3495690648198282","authorIdStr":"3495690648198282"},"content":"等着,拜登20号入职,快了,扛着","text":"等着,拜登20号入职,快了,扛着","html":"等着,拜登20号入职,快了,扛着"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":305767684,"gmtCreate":1605063978648,"gmtModify":1703836043336,"author":{"id":"3494323255067964","authorId":"3494323255067964","name":"战神蚩尤","avatar":"https://static.tigerbbs.com/729394e0bfc9df52abcaa6146a3799f7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494323255067964","authorIdStr":"3494323255067964"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>华为1000亿出售空壳子荣耀,于是又有了大量资金作为黑小米的水军费用了","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>华为1000亿出售空壳子荣耀,于是又有了大量资金作为黑小米的水军费用了","text":"$小米集团-W(01810)$华为1000亿出售空壳子荣耀,于是又有了大量资金作为黑小米的水军费用了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":18,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/305767684","isVote":1,"tweetType":1,"viewCount":763,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":937084866,"gmtCreate":1574660795155,"gmtModify":1704728201640,"author":{"id":"3494323255067964","authorId":"3494323255067964","name":"战神蚩尤","avatar":"https://static.tigerbbs.com/729394e0bfc9df52abcaa6146a3799f7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494323255067964","authorIdStr":"3494323255067964"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 敢不敢一次性涨10个点","listText":"<a 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