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这一生关于你的风景
2021-01-06
荣耀没了爱国营销加持，感觉真没法和小米比，红米都比不过
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这一生关于你的风景
2020-12-18
姓社不姓资
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这一生关于你的风景
2021-04-07
以雷总的性格是不会计较这些的，就比如上次篮球比赛我盖了雷总一个冒，现在在华为还不是干的好好的。
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15:48","market":"hk","language":"zh","title":"小米股价，禁不起荣耀联手高通消息的冲击？","url":"https://stock-news.laohu8.com/highlight/detail?id=2101828625","media":"静观Finance","summary":"过去的一年，小米股价近于“疯狂”。\n2020年1月4日，是小米集团值得纪念的一个日子。这一天，小米集团收于35.25港元/股，涨幅6.17%，总市值达到8878亿港元，收盘价比17港元/股的发行价上涨","content":"<p>过去的一年，小米股价近于“疯狂”。</p>\n<p>2020年1月4日，是<a href=\"https://laohu8.com/S/46816\">小米集团</a>值得纪念的一个日子。这一天，小米集团收于35.25港元/股，涨幅6.17%，总市值达到8878亿港元，收盘价比17港元/股的发行价上涨107.6%。</p>\n<p>随着小米新品的发布，雷军当初诺言的兑现，小米集团的未来一片光明。</p>\n<p>谁知道，好景不长。1月6日这一天，小米集团股价一度跌去超过500亿港元。</p>\n<p>而这次下跌，被认为与荣耀的最新进展有关。根据媒体报道：1月5日晚间，供应链的消息称，荣耀采用<a href=\"https://laohu8.com/S/QCOM\">高通</a>芯片的5G手机已在研发。</p>\n<p>难道，小米股价禁不起荣耀联手高通消息的冲击？</p>\n<p>如果认真分析的话，小米的确会受到冲击。但是，消费者对荣耀的认可是个最大的未知数。将来，还很难确定。</p>\n<p>首先，在华为手机销量受限的2020年，小米并没有取得绝对的优势。</p>\n<p>尽管业界对华为在未来2021年的表现普遍不看好，但在过去的2020年中，华为的表现可谓非常“坚挺”。截止到2020年第三季度的数据统计中，华为在总份额上依然“压制”小米。</p>\n<p>华为受限，本以为，小米会抓住这个机会；但是，小米并没有展现出绝对的优势。这样一来，即便华为在2021年如预估那样在份额上持续下滑，但荣耀同样迎来了机遇。</p>\n<p>第二，荣耀究竟还有多大的潜力可挖不得而知。</p>\n<p>在华为的“大树”之下，荣耀在与小米的竞争中丝毫不落下风。这其中，绝对有“华为”二字的加成。</p>\n<p>而在剥离华为之后，原有的技术精干力量随荣耀品牌一起成为新的荣耀。华为，荣耀，成为“对手”。而据传言，荣耀，则豪言要打败华为成为第一。</p>\n<p>但是，没有了华为的光环，消费者对荣耀手机有多大的认可度还是个未知数。即便是高通携手荣耀，胜负也未可知。荣耀究竟还有多大的潜力？</p>\n<p>第三，小米自身的努力意义更大。</p>\n<p>根据报道，日前，<a href=\"https://laohu8.com/S/UBS\">瑞银</a>发布研报，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>\n<p>但是，另外一家机构信达证券的研究报告则重申小米买入评级。</p>\n<p>看来，机构也很矛盾。</p>\n<p>这样看来，小米自身的努力意义更大。毕竟，之前华为荣耀是一家人的时候，小米也占据过上风。</p>\n<p>当然，今后小米在充电器这样的事情上，还需要格外的谨慎。</p>\n<p>第四，一些业务的规则变了。</p>\n<p>小米集团，不仅仅是手机，还有其他。但从今年开始，小米要面对不一样的规则了。</p>\n<p>小米集团2020三季度财报问答会议上，对于最受争议的互联网业务，小米集团CFO兼集团副总裁林世伟曾经提到：“关于互联网业务增长的问题，三季度营收增长放缓的一个原因是公司正在积极地进行金融科技业务的风险控制，二是因为游戏业务，三是用户增速的势头非常不错，这个阶段还是专注于用户获取，未来再去考虑商业化变现的问题。”</p>\n<p>这段话中，两个值得关注的业务：金融科技业务和游戏业务。</p>\n<p>而恰恰是金融科技业务和游戏业务，规则改变了。</p>\n<p>综上，荣耀联手高通消息的冲击，会对小米股价产生较大的影响，但新的规则之下，小米还需要自身的努力。</p>","source":"lsy1609919272424","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>小米股价，禁不起荣耀联手高通消息的冲击？</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小米股价，禁不起荣耀联手高通消息的冲击？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-01-06 15:48 北京时间 <a href=http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/hk/2021-01-06/doc-iiznezxt0876359.shtml><strong>静观Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>过去的一年，小米股价近于“疯狂”。\n2020年1月4日，是小米集团值得纪念的一个日子。这一天，小米集团收于35.25港元/股，涨幅6.17%，总市值达到8878亿港元，收盘价比17港元/股的发行价上涨107.6%。\n随着小米新品的发布，雷军当初诺言的兑现，小米集团的未来一片光明。\n谁知道，好景不长。1月6日这一天，小米集团股价一度跌去超过500亿港元。\n而这次下跌，被认为与荣耀的最新进展有关。根据...</p>\n\n<a href=\"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/hk/2021-01-06/doc-iiznezxt0876359.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/523577f376ad45e2d0b28eb9173ccb28","relate_stocks":{"01810":"小米集团-W"},"source_url":"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/hk/2021-01-06/doc-iiznezxt0876359.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2101828625","content_text":"过去的一年，小米股价近于“疯狂”。\n2020年1月4日，是小米集团值得纪念的一个日子。这一天，小米集团收于35.25港元/股，涨幅6.17%，总市值达到8878亿港元，收盘价比17港元/股的发行价上涨107.6%。\n随着小米新品的发布，雷军当初诺言的兑现，小米集团的未来一片光明。\n谁知道，好景不长。1月6日这一天，小米集团股价一度跌去超过500亿港元。\n而这次下跌，被认为与荣耀的最新进展有关。根据媒体报道：1月5日晚间，供应链的消息称，荣耀采用高通芯片的5G手机已在研发。\n难道，小米股价禁不起荣耀联手高通消息的冲击？\n如果认真分析的话，小米的确会受到冲击。但是，消费者对荣耀的认可是个最大的未知数。将来，还很难确定。\n首先，在华为手机销量受限的2020年，小米并没有取得绝对的优势。\n尽管业界对华为在未来2021年的表现普遍不看好，但在过去的2020年中，华为的表现可谓非常“坚挺”。截止到2020年第三季度的数据统计中，华为在总份额上依然“压制”小米。\n华为受限，本以为，小米会抓住这个机会；但是，小米并没有展现出绝对的优势。这样一来，即便华为在2021年如预估那样在份额上持续下滑，但荣耀同样迎来了机遇。\n第二，荣耀究竟还有多大的潜力可挖不得而知。\n在华为的“大树”之下，荣耀在与小米的竞争中丝毫不落下风。这其中，绝对有“华为”二字的加成。\n而在剥离华为之后，原有的技术精干力量随荣耀品牌一起成为新的荣耀。华为，荣耀，成为“对手”。而据传言，荣耀，则豪言要打败华为成为第一。\n但是，没有了华为的光环，消费者对荣耀手机有多大的认可度还是个未知数。即便是高通携手荣耀，胜负也未可知。荣耀究竟还有多大的潜力？\n第三，小米自身的努力意义更大。\n根据报道，日前，瑞银发布研报，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。\n但是，另外一家机构信达证券的研究报告则重申小米买入评级。\n看来，机构也很矛盾。\n这样看来，小米自身的努力意义更大。毕竟，之前华为荣耀是一家人的时候，小米也占据过上风。\n当然，今后小米在充电器这样的事情上，还需要格外的谨慎。\n第四，一些业务的规则变了。\n小米集团，不仅仅是手机，还有其他。但从今年开始，小米要面对不一样的规则了。\n小米集团2020三季度财报问答会议上，对于最受争议的互联网业务，小米集团CFO兼集团副总裁林世伟曾经提到：“关于互联网业务增长的问题，三季度营收增长放缓的一个原因是公司正在积极地进行金融科技业务的风险控制，二是因为游戏业务，三是用户增速的势头非常不错，这个阶段还是专注于用户获取，未来再去考虑商业化变现的问题。”\n这段话中，两个值得关注的业务：金融科技业务和游戏业务。\n而恰恰是金融科技业务和游戏业务，规则改变了。\n综上，荣耀联手高通消息的冲击，会对小米股价产生较大的影响，但新的规则之下，小米还需要自身的努力。","news_type":1},"isVote":1,"tweetType":1,"viewCount":877,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397288162,"gmtCreate":1608276886756,"gmtModify":1703852178375,"author":{"id":"3545977231458224","authorId":"3545977231458224","name":"这一生关于你的风景","avatar":"https://static.tigerbbs.com/b9f752ffce8e329b1ad0fdc86a12b33e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"姓社不姓资","listText":"姓社不姓资","text":"姓社不姓资","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397288162","repostId":"1110084355","repostType":4,"isVote":1,"tweetType":1,"viewCount":876,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":338250225,"gmtCreate":1609922157967,"gmtModify":1703741326568,"author":{"id":"3545977231458224","authorId":"3545977231458224","name":"这一生关于你的风景","avatar":"https://static.tigerbbs.com/b9f752ffce8e329b1ad0fdc86a12b33e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"荣耀没了爱国营销加持，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":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/338250225","repostId":"2101828625","repostType":2,"isVote":1,"tweetType":1,"viewCount":877,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397288162,"gmtCreate":1608276886756,"gmtModify":1703852178375,"author":{"id":"3545977231458224","authorId":"3545977231458224","name":"这一生关于你的风景","avatar":"https://static.tigerbbs.com/b9f752ffce8e329b1ad0fdc86a12b33e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"姓社不姓资","listText":"姓社不姓资","text":"姓社不姓资","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397288162","repostId":"1110084355","repostType":4,"isVote":1,"tweetType":1,"viewCount":876,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":341665810,"gmtCreate":1617809125630,"gmtModify":1617842787298,"author":{"id":"3545977231458224","authorId":"3545977231458224","name":"这一生关于你的风景","avatar":"https://static.tigerbbs.com/b9f752ffce8e329b1ad0fdc86a12b33e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"以雷总的性格是不会计较这些的，就比如上次篮球比赛我盖了雷总一个冒，现在在华为还不是干的好好的。","listText":"以雷总的性格是不会计较这些的，就比如上次篮球比赛我盖了雷总一个冒，现在在华为还不是干的好好的。","text":"以雷总的性格是不会计较这些的，就比如上次篮球比赛我盖了雷总一个冒，现在在华为还不是干的好好的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/341665810","repostId":"2125728154","repostType":2,"isVote":1,"tweetType":1,"viewCount":869,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
