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扫塔人

扫塔人

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2020-11-12

$华米科技(HMI)$华米没有希望，选公司要看行业，但管理层更重要，内部合作比外面合作还困难，领导缺乏远见，总监是什么研究所出来，原来搭建系统就来当总监了。微软出来的也是工程师思维，三年四次迁移，能起来才怪。

2021-06-13

$微博(WB)$渣浪竟然封了我的微博，这样产品迟早死掉：一个普通百姓能说什么违法的信息，渣浪就是渣，从此卸掉微博！

2021-10-20

还能撑多久，问了10年涨了10年

美股机构和散户均转向悲观，牛市还能撑多久？

2021-06-15

$Zepp Health Corporation(ZEPP)$华为鸿蒙崛起，它没希望，换名字做健康只不过是笑话：手环上的数据用健康分析，本身逻辑就不通。

2021-06-13

$微博(WB)$渣浪微博罪状：1.无缘无故的给你加关注的人 2.上面有很多电影盗版资源 3.违法图应该不少。

2020-12-19

快倒闭了！新品无非在原来上小修小补，这点让消费者买单，难！这么多年占了小米品牌的便宜，现在该还了！公司在资本上赚的钱买了不少楼，倒闭以后可以出租！

抱歉，原内容已删除

2021-08-28

微博最没用节操：对金主给钱删帖，对网络用户随便封锁，要不怎么叫渣浪呢

抱歉，原内容已删除

2020-11-24

$华米科技(HMI)$增收不增利，见顶有意义---管理团队low,又与小米脱钩搞发展，小米近日成立智能穿戴部，zepp日活几百有吗？还看好买入的祝福你们

2022-01-15

只能统计一个步数，睡眠靠谱吗？这个股每天成交额才几十万，那些人在炒，进得去出的来吗？估计快跌到一元了

华米科技2021健康报告：国人日均步数小幅上升睡眠不足更严重

2020-12-23

高口碑在哪里了？垃圾一块而已

抱歉，原内容已删除

2020-12-19

This kind of product is not worth being bought. Why do you cost money to buy useless watch? One friend bought two different watchbut it is bad that they showed totally different sleeping result. Really, do you think consumer is silly? So don't buy it!

抱歉，原内容已删除

2020-12-02

后端云三年四次迁移，云费用成倍增长，用户缺始终无留存，健康数据无落地价值，不戴手表的数据上传到云有何意义。不增利背后是企业管理能力和市场饱和

抱歉，原内容已删除

2020-12-02

不买

抱歉，原内容已删除

2020-12-02

品种单一，再现有手表以无令人兴奋的功能点可挖掘，品牌绑定小米，中层管理水平缺乏眼光，没有创新力。突围？

抱歉，原内容已删除

2020-11-27

$华米科技(HMI)$增收不增利，说明啥？增加销售员，东西卖的多了，但毛利下降了。因为东西不好卖了，这才是根本。这么多软文来吹增长！

2020-11-12

同样两款自家品牌，同一个检测数据都完全不一样，怎么解释？智商税收够了吧

华米科技(HMI.US)旗下Zepp将于11月18日举行发布会，推出全新旗舰腕表ZeppZ

去老虎APP查看更多动态

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13:29","market":"hk","language":"zh","title":"延续高口碑，华米科技 Amazfit GTR 2e、GTS 2e 智能手表 24 号开售","url":"https://stock-news.laohu8.com/highlight/detail?id=2093112309","media":"艾肯家电网","summary":"今年 9 月，华米发布了年度旗舰智能手表 Amazfit GTR 2 和 Amazfit GTS 2，并在市场上得到了专业媒体和用户的广泛好评。功能方面，华米Amazfit GTR 2e/GTS 2e首发了温度测量小工具，可测量皮肤温度、水温等等。此外，续航方面华米Amazfit GTS 2e提升到了14天，华米Amazfit GTR 2e提升到了24天。目前，华米Amazfit GTR 2e 和 GTS 2e正在火爆预售中，12月24日将正式开售，预售价格 749元。","content":"<html><body><p>原标题：延续高口碑，<a href=\"https://laohu8.com/S/HMI\">华米科技</a> Amazfit GTR 2e、GTS 2e <a href=\"https://laohu8.com/S/5RE.SI\">智能</a>手表 24 号开售</p><p>12 月 15 日，智能穿戴厂商华米科技发布了两款全新智能手表 Amazfit GTR 2e 和 Amazfit GTS 2e，并同步开启了预售，预售价格 749 元。这两款智能手表延续了 Amazfit GTR 2 和 Amazfit GTS 2 的时尚优雅设计，保留了专业的健康监测和运动管理功能，并提供了更多彩的配色设计和温度测量小工具，为消费者带来更贴心、智能的使用体验。</p><div><img src=\"http://k.sinaimg.cn/n/spider20201222/758/w478h280/20201222/6462-kfnaptv0019511.jpg/w720fin.jpg\"/></div><p>今年 9 月，华米发布了年度旗舰智能手表 Amazfit GTR 2 和 Amazfit GTS 2，并在市场上得到了专业媒体和用户的广泛好评。天猫平台数据显示，很多用户都对华米Amazfit GTR 2 和 GTS 2的外观、续航、功能设计等给出了高度评价，认为是一款非常靠谱的智能手表。</p><p>同时，海内外众多权威科技媒体也对两款手表给出了高度的评价，被一些媒体评价为年度最值得入手的智能手表，并高度赞扬了 Amazfit GTR 2 和 Amazfit GTS 2 在设计、健康监测、智能应用上做出的突出创新表现。</p><div><img src=\"http://k.sinaimg.cn/n/spider20201222/62/w350h512/20201222/2832-kfnaptv0019480.jpg/w720fin.jpg\"/></div><p>在 Amazfit GTR 2 和 Amazfit GTS 2 获得市场与媒体的双重肯定后，华米并没有停下追求极致的脚步。他们洞察了消费者对于智能手表配色和续航的极致追求，基于 Amazfit GTR 2 和 Amazfit GTS 2 上，打造了 Amazfit GTR 2e 和 Amazfit GTS 2e 智能手表，增加了更多配色选择，并将续航提升至 24 天，拓展了更多智能穿戴体验，提升了Amazfit 时尚智能手表在中端市场的覆盖能力。</p><div><img src=\"http://k.sinaimg.cn/n/spider20201222/708/w472h236/20201222/9411-kfnaptv0019535.jpg/w720fin.jpg\"/></div><p>外观方面， Amazfit GTR 2e 和 GTS 2e增加了罗兰紫、暗夜绿、深灰蓝、冰湖绿四个多彩配色，颜色或沉稳和端重，或清新优雅。给拥有不同审美喜好的朋友，提供了更多的可选择性，能够更好的满足用户对于不同时尚配色的需求。</p><div><img src=\"http://k.sinaimg.cn/n/spider20201222/740/w503h237/20201222/1c49-kfnaptv0019533.jpg/w720fin.jpg\"/></div><p>功能方面，华米Amazfit GTR 2e/GTS 2e首发了温度测量小工具，可测量皮肤温度、水温等等。这一趣味测温功能，目前属于业内比较领先的一种功能设计，大大增加了智能穿戴体验的趣味性。</p><div><img src=\"http://k.sinaimg.cn/n/spider20201222/758/w479h279/20201222/c173-kfnaptv0019572.jpg/w720fin.jpg\"/></div><p>在此值得一提的是，除了新增趣味测温功能之外，华米Amazfit GTR 2e/GTS 2e还保留了GTR 2/GTS 2原有功能，包含血氧检测、心率监测、睡眠监测等。日常生活中，若出现头晕等症状，我们可以用其血氧监测功能对身体做一个初步健康检查，而且它搭载的心率监测和睡眠检测等功能，还能够帮助我们实现心脏突发情况预警，改善睡眠质量等，让我们养成更好的生活作息习惯。</p><div><img src=\"http://k.sinaimg.cn/n/spider20201222/3/w436h367/20201222/916d-kfnaptv0019574.jpg/w720fin.jpg\"/></div><p>此外，续航方面华米Amazfit GTS 2e提升到了14天，华米Amazfit GTR 2e提升到了24天。即便是经常出差的用户也不用担心手表的续航问题，解决了手表多场景使用下的续航焦虑。相比较其它智能手表而言，续航设计更让人安心。 </p><div><img src=\"http://k.sinaimg.cn/n/spider20201222/701/w396h305/20201222/3ef3-kfnaptv0019596.jpg/w720fin.jpg\"/></div><p>由此可见，不管是外观颜值，还是功能设计、续航能力，华米Amazfit GTR 2e/GTS 2e都表现的非常优秀，而且配置在同级市场中，拥有更高的性价比和更稳定的健康功能设计。用户在使用过程中，完全不必担心续航问题，将其佩戴在手上也极具辨识度，能够很好的彰显出用户对生活的不凡态度和品味。</p><div><img src=\"http://k.sinaimg.cn/n/spider20201222/61/w479h382/20201222/9156-kfnaptv0019597.jpg/w720fin.jpg\"/></div><p>目前，华米Amazfit GTR 2e 和 GTS 2e正在火爆预售中，12月24日将正式开售，预售价格 749元。想要入手高颜值、长续航且具有靠谱健康功能智能手表的朋友，不妨多多关注一下哦~</p></body></html>","source":"sina_symbol","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>延续高口碑，华米科技 Amazfit GTR 2e、GTS 2e 智能手表 24 号开售</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延续高口碑，华米科技 Amazfit GTR 2e、GTS 2e 智能手表 24 号开售\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-12-22 13:29 北京时间&nbsp;&nbsp;&nbsp;<a href=http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/2020-12-22/doc-iiznctke7855617.shtml><strong>艾肯家电网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题：延续高口碑，华米科技 Amazfit GTR 2e、GTS 2e 智能手表 24 号开售12 月 15 日，智能穿戴厂商华米科技发布了两款全新智能手表 Amazfit GTR 2e 和 Amazfit GTS 2e，并同步开启了预售，预售价格 749 元。这两款智能手表延续了 Amazfit GTR 2 和 Amazfit GTS 2 的时尚优雅设计，保留了专业的健康监测和运动管理功能，并...</p>\n\n<a href=\"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/2020-12-22/doc-iiznctke7855617.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/53c38b893b1ea0d52d5173f0c3bc05ca","relate_stocks":{},"source_url":"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/2020-12-22/doc-iiznctke7855617.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2093112309","content_text":"原标题：延续高口碑，华米科技 Amazfit GTR 2e、GTS 2e 智能手表 24 号开售12 月 15 日，智能穿戴厂商华米科技发布了两款全新智能手表 Amazfit GTR 2e 和 Amazfit GTS 2e，并同步开启了预售，预售价格 749 元。这两款智能手表延续了 Amazfit GTR 2 和 Amazfit GTS 2 的时尚优雅设计，保留了专业的健康监测和运动管理功能，并提供了更多彩的配色设计和温度测量小工具，为消费者带来更贴心、智能的使用体验。今年 9 月，华米发布了年度旗舰智能手表 Amazfit GTR 2 和 Amazfit GTS 2，并在市场上得到了专业媒体和用户的广泛好评。天猫平台数据显示，很多用户都对华米Amazfit GTR 2 和 GTS 2的外观、续航、功能设计等给出了高度评价，认为是一款非常靠谱的智能手表。同时，海内外众多权威科技媒体也对两款手表给出了高度的评价，被一些媒体评价为年度最值得入手的智能手表，并高度赞扬了 Amazfit GTR 2 和 Amazfit GTS 2 在设计、健康监测、智能应用上做出的突出创新表现。在 Amazfit GTR 2 和 Amazfit GTS 2 获得市场与媒体的双重肯定后，华米并没有停下追求极致的脚步。他们洞察了消费者对于智能手表配色和续航的极致追求，基于 Amazfit GTR 2 和 Amazfit GTS 2 上，打造了 Amazfit GTR 2e 和 Amazfit GTS 2e 智能手表，增加了更多配色选择，并将续航提升至 24 天，拓展了更多智能穿戴体验，提升了Amazfit 时尚智能手表在中端市场的覆盖能力。外观方面， Amazfit GTR 2e 和 GTS 2e增加了罗兰紫、暗夜绿、深灰蓝、冰湖绿四个多彩配色，颜色或沉稳和端重，或清新优雅。给拥有不同审美喜好的朋友，提供了更多的可选择性，能够更好的满足用户对于不同时尚配色的需求。功能方面，华米Amazfit GTR 2e/GTS 2e首发了温度测量小工具，可测量皮肤温度、水温等等。这一趣味测温功能，目前属于业内比较领先的一种功能设计，大大增加了智能穿戴体验的趣味性。在此值得一提的是，除了新增趣味测温功能之外，华米Amazfit GTR 2e/GTS 2e还保留了GTR 2/GTS 2原有功能，包含血氧检测、心率监测、睡眠监测等。日常生活中，若出现头晕等症状，我们可以用其血氧监测功能对身体做一个初步健康检查，而且它搭载的心率监测和睡眠检测等功能，还能够帮助我们实现心脏突发情况预警，改善睡眠质量等，让我们养成更好的生活作息习惯。此外，续航方面华米Amazfit GTS 2e提升到了14天，华米Amazfit GTR 2e提升到了24天。即便是经常出差的用户也不用担心手表的续航问题，解决了手表多场景使用下的续航焦虑。相比较其它智能手表而言，续航设计更让人安心。 由此可见，不管是外观颜值，还是功能设计、续航能力，华米Amazfit GTR 2e/GTS 2e都表现的非常优秀，而且配置在同级市场中，拥有更高的性价比和更稳定的健康功能设计。用户在使用过程中，完全不必担心续航问题，将其佩戴在手上也极具辨识度，能够很好的彰显出用户对生活的不凡态度和品味。目前，华米Amazfit GTR 2e 和 GTS 2e正在火爆预售中，12月24日将正式开售，预售价格 749元。想要入手高颜值、长续航且具有靠谱健康功能智能手表的朋友，不妨多多关注一下哦~","news_type":1},"isVote":1,"tweetType":1,"viewCount":1427,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397705175,"gmtCreate":1608335789897,"gmtModify":1703852530842,"author":{"id":"3551872319921012","authorId":"3551872319921012","name":"扫塔人","avatar":"https://static.tigerbbs.com/49fcec73660e75c3cb9b540891c717dd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3551872319921012","authorIdStr":"3551872319921012"},"themes":[],"htmlText":"This kind of product is not worth being bought. Why do you cost money to buy useless watch? One friend bought two different watchbut it is bad that they showed totally different sleeping result. Really, do you think consumer is silly? So don't buy it!","listText":"This kind of product is not worth being bought. Why do you cost money to buy useless watch? One friend bought two different watchbut it is bad that they showed totally different sleeping result. Really, do you think consumer is silly? So don't buy it!","text":"This kind of product is not worth being bought. Why do you cost money to buy useless watch? One friend bought two different watchbut it is bad that they showed totally different sleeping result. Really, do you think consumer is silly? So don't buy it!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397705175","repostId":"2092319552","repostType":2,"repost":{"id":"2092319552","kind":"news","pubTimestamp":1608316090,"share":"https://www.laohu8.com/m/news/2092319552?lang=&edition=full","pubTime":"2020-12-19 02:28","market":"us","language":"en","title":"Zepp Z review: classy styling but at a price","url":"https://stock-news.laohu8.com/highlight/detail?id=2092319552","media":"msn.com","summary":"Wareable is reader-powered. If you click through using links on the site, we may earn an affiliate c","content":"<html><body><article><p>Wareable is reader-powered. If you click through using links on the site, we may earn an affiliate commission.Learn moreFriday December 18, 2020ByMichael Sawh@michaelsawhFridayDecember 18, 2020ByMichael Sawh@michaelsawh</p><p>The Zepp Z is the second smartwatch from the brand now owned by Huami. That's the same Huami that owns Amazfit and manufactures smartwatches and fitness trackers.</p><p>Zepp used to make golfing and baseball trackers, but was snapped up by Huami and is now its US-based outlet for smartwatches.</p><p>The Zepp Z comes just months afterZepp E, which arrived in circle and square designs. It's a sleek-looking smartwatch, although it didn't wow us with a lack of GPS and underwhelming sports tracking.</p><p>Good looks are irrelevant though if you can't deliver the software goods. So does the Zepp Z do that price tag justice? We've been living with the Android and iOS-friendly smartwatch to find out. Here's our full verdict.<strong> Zepp Z price and alternatives </strong></p><p>With the Zepp Z, you're getting a smartwatch with more classic watch styling and a lot of the same fitness and smart features. That includes offline and online voice assistants, SpO2 monitoring and the promise of over two weeks of battery life.Price when reviewed:£320Buy from Amazon</p><p>That more luxurious look, comes at a greater cost than the Zepp E. It comes in priced at £320 making it around £100 more expensive than Zepp's first smartwatch. That also makes it pricier than anApple Watch SE, theGarmin Venu,Fitbit SenseorSkagen Falster 3.<strong> Zepp Z: Design and screen </strong></p><p>We liked the sleek, bezel-less Zepp E but the Zepp Z is attractive in a totally different way.</p><p>You're getting a round, 45mm size titanium alloy watch case paired up with a 22m removable brown leather band, which is in stark contrast to the minimalist, black stainless steel look we got on the Zepp E.</p><p>It's a smartwatch with classic watch-style aspirations and it does by in large deliver on those.</p><p>The silver case and leather are a good combo and while we'd have preferred a more worn in leather band to go with it, it's altogether a really attractive look.</p><p>The 10.75mm thickness means it's doesn't sit bulky on your wrist and it's light at 40g too. It's also got a 5ATM water resistant rating, which means it's safe to swim with up to 50 metres depth. Just make sure you change that band first though.</p><p>That classic watch feel extends to the pair of physical buttons and twisting crown placed on the right side of the casing. The bottom button gets you quick access to workout tracking out of the box, while the crown pushes you into the menu, can be twisted to scroll through menus and wakes up the watch.</p><p>Then there's the top button, which marks a peculiar design decision by Huami. It looks like you can press it, but you can't.</p><p>When Huami rolls out a software update, it will be used to quickly take heart rate, stress and SpO2 readings. Until then, it's a pretty useless button that you can't help finding yourself pressing it hoping it will do something.</p><p>Where the Z doesn't disappoint is in the screen department. It packs a 1.39-inch, 454 x 454 resolution AMOLED display with 550 nits maximum brightness. That's the exact same screen featured on the Huami madeAmazfit GTR 2and just like we had good things to say about it there, it's more of the same on the Zepp Z.</p><p>It's bright, sharp, offers good colours and is a high quality AMOLED screen. Viewing angles are strong too and you don't need to have the screen at top brightness to get something that's on the whole enjoyable to use.<strong> Zepp Z: Smartwatch features </strong></p><p>The Zepp Z is compatible with iOS and Android smartphones running on the latest versions of their respective operating systems, giving you access to a good array of smartwatch features that on the whole work well.</p><p>Once you've switched on the notification support in the Zepp companion app for the notifications you want fired over, those messages are well optimised for the Z's screen though there's no way to act on notifications.</p><p>Notifications from emails for example will just give you sender and subject line, while you'll get some, but not all of your WhatsApp messages. There's definitely room for improvement here.</p><p>There's over 50 watch faces to mix those looks up and these are very similar options to the ones found on the Amazfit GTR and GTS 2 watches. There's a nice mix of digital and analogue-style faces where you can stack them with data or keep things simple.</p><p>Navigating the watch UI is pretty simple and it has a Wear OS feel with its widget-style screens you can swipe through, some quick settings to access and the Health Key, which we mentioned hasn't been enabled yet.</p><p>There's a microphone on board to make use of the offline voice assistant, which works in similar fashion to the <a href=\"https://laohu8.com/S/AONE\">one</a> on the Amazfit GTR 2 and GTS 2 giving you hands-free control to core features like music controls and switching on/off settings. It was responsive for us on the whole and a nice addition to a modest set of smartwatch features.</p><p>You also get Amazon Alexa integration, though that voice assistant is not yet available, and will be coming in an OTA software update.</p><p>The smartwatch features that are here work well enough, but you'll find more features for similar money elsewhere. There's no payments, apps or music player here. If you're happy with basic notification support and an operating system that by in large is easy to get to grips with, then you might just be content with what you get with the Zepp Z.<strong> Zepp Z: Fitness features </strong></p><p>From fitness tracking perspective, everything we got in on the Zepp E has made it into the Zepp Z. The major difference being this doesn't feel like it can switch between workout and day-to-day use in the same way that you can with the Zepp E. For starters, you'll certainly need a sweat-resistant strap.</p><p>Sensors-wise, it packs everything to make it a good tracking companion. There's Huami's Biotracker 2 optical sensor to unlock continuous heart rate monitoring and heart rate tracking during exercise.</p><p>That's also used for stress monitoring and enabling the PAI Health assessments we've already seen on Amazfit watches. You've also got the ability to take blood oxygen measurements and there's an air pressure sensor to offer richer outdoor metrics too.</p><p>You've got built-in GPS and GLONASS to more accurately track outdoor activities, which was missing on the Zepp E.</p><p>There are 12 sports modes in total and that includes open water swimming, trail running, skiing and climbing.</p><p>Naturally, there's also 24/7 fitness tracking and sleep and nap monitoring.</p><p>Step tracking compared: Zepp Z (left and centre) and Garmin fitness tracker (right)</p><p>Performance-wise, it's much of what we've seen from the most recent Amazfit smartwatches we've tested.</p><p>It's a better fitness tracker than sports watch – so if you're tossing up between this and a Garmin, there's only <a href=\"https://laohu8.com/S/AONE.U\">one</a> winner.</p><p>For daily tracking like steps and distance covered, we compared it to a Garmin's fitness tracking features and found that steps were within 500-1,000 steps of the Garmin and distance tracked was largely in the same ballpark. You do miss out on flights and stairs climbed due to the lack of an altimeter.</p><p>For sleep monitoring, we switched over to the Fitbit Sense for comparison, as we find that the most accurate in the business.</p><p>The Zepp Z gives you a breakdown of deep, light and REM sleep. It'll also produce a sleep score, offer some insights, how you compare to other users and will also track your naps.</p><p>Sleep tracking compared: Zepp Z (left and centre) and Fitbit Sense (right)</p><p>We found that sleep data wasn't wildly off from what the Fitbit recorded. It was generally in-line capturing sleep duration albeit it clocked us taking longer to fall asleep.</p><p>Though there were the odd nights where we had woken up and fallen back to sleep and it had stopped capturing data. There's clearly a few little niggles here, but on the whole it did a good job.</p><p>Run tracking compared: Zepp Z (left and centre) and Garmin Fenix 6 (right)</p><p>Switching to sports mode and we largely put its outdoor running and free training mode to track indoor workouts to the test.</p><p>For running, it coped well from an accuracy point of view for tracking 30-40 minute runs. Core running metrics were in line with the Garmin Fenix 6 we pitted it against.</p><p>Stretch things further distance-wise and those inaccuracies do start to creep in. For most though, it should provide a decent running companion.</p><p>Indoor row tracking compared: Zepp Z (left) and Garmin Fenix 6 with chest strap monitor (right)</p><p>For indoor workouts, it keeps things to the basics as far as what you can track and if you're relying on heart rate data, it actually fared pretty well for us in general much to our surprise and having to wear a leather band to work out with.</p><p>It also held up on steady runs up against chest strap monitor. Throwing some high intensity action into the mix will see it start to falter, but in general we were pleasantly surprised with the Zepp Z's heart rate performance.</p><p>Heart rate tracking compared: Zepp Z (left) and Garmin Fenix 6 with chest strap monitor (right)</p><p>That BioTracker optical sensor proved reliable for daily heart rate data and powering stress monitoring features as well. We also found the SpO2 readings generated from that sensor largely matched up with what we got from a dedicated pulse oximeter we tested readings against as well.</p><p>Bottom line, if you do a bit of running and swimming and more interested in those daily data and insights, you should be satisfied with what the Zepp Z offers.<strong> Zepp Z: Battery life </strong></p><p>The Zepp Z hosts a 340mAh battery, which is capable of 15 days battery life in typical use and 30 days in basic watch mode. It also charges from 0-100% in 2.5 hours.</p><p>Though much like we found with the Zepp E, those numbers can feel a bit generous given you're likely to want to put to use battery-sapping features like richer sleep tracking, continuous heart rate monitoring and making regular use of notification support.</p><p>We tended to see a battery drop-off of around 10-15% a day, with GPS use for 30 minutes seeing a drop off around 3-4%. We got 10 days use out of it, which is still pretty good, but not quite the 15 days.</p><p>It clearly does have the capacity to go for 2 weeks, but it does mean being mindful of the features you use, or keeping the screen at moderate brightness, which should be fine for most.</p><p>If you want a smartwatch that comfortably lasts a week and can get you longer, the Zepp Z is certainly capable of achieving that.</p><p>Zepp ZByHuamiThe Zepp Z makes a far better impression than the Zepp E does outside of looking like a slick operator on your wrist. It offers a nice mix of smartwatch and fitness features that on the whole work well. The problem we have here is the price seems a little off, especially when you factor what's available in its price bracket. It's certainly a solid and stylish performer, but you might get better value for money looking in the direction of Apple and Fitbit.HitAttractive designGood battery lifeEasy to useMissSome niggly software issuesLimited smartwatch featuresPricey</p><p>TAGGEDSmartwatchesRelated storiesSWIMMINGBest waterproof smartwatches to buy in 2021APPLE WATCHUsing WhatsApp on Apple WatchSMARTWATCHESAmazfit GTS 2e and GTR 2e unveiledWEAR OSOppo Watch gets Wear OS Fall updateSMARTWATCHESRealme Watch S Pro officialAPPLE WATCHNew patent boosts Apple Watch battery</p></article></body></html>","source":"tencent","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>Zepp Z review: classy styling but at a price</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{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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\">\nZepp Z review: classy styling but at a price\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-12-19 02:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202012190228477bff9980&s=b><strong>msn.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wareable is reader-powered. If you click through using links on the site, we may earn an affiliate commission.Learn moreFriday December 18, 2020ByMichael Sawh@michaelsawhFridayDecember 18, ...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202012190228477bff9980&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202012190228477bff9980&s=b","is_english":true,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2092319552","content_text":"Wareable is reader-powered. If you click through using links on the site, we may earn an affiliate commission.Learn moreFriday December 18, 2020ByMichael Sawh@michaelsawhFridayDecember 18, 2020ByMichael Sawh@michaelsawhThe Zepp Z is the second smartwatch from the brand now owned by Huami. That's the same Huami that owns Amazfit and manufactures smartwatches and fitness trackers.Zepp used to make golfing and baseball trackers, but was snapped up by Huami and is now its US-based outlet for smartwatches.The Zepp Z comes just months afterZepp E, which arrived in circle and square designs. It's a sleek-looking smartwatch, although it didn't wow us with a lack of GPS and underwhelming sports tracking.Good looks are irrelevant though if you can't deliver the software goods. So does the Zepp Z do that price tag justice? We've been living with the Android and iOS-friendly smartwatch to find out. Here's our full verdict. Zepp Z price and alternatives With the Zepp Z, you're getting a smartwatch with more classic watch styling and a lot of the same fitness and smart features. That includes offline and online voice assistants, SpO2 monitoring and the promise of over two weeks of battery life.Price when reviewed:£320Buy from AmazonThat more luxurious look, comes at a greater cost than the Zepp E. It comes in priced at £320 making it around £100 more expensive than Zepp's first smartwatch. That also makes it pricier than anApple Watch SE, theGarmin Venu,Fitbit SenseorSkagen Falster 3. Zepp Z: Design and screen We liked the sleek, bezel-less Zepp E but the Zepp Z is attractive in a totally different way.You're getting a round, 45mm size titanium alloy watch case paired up with a 22m removable brown leather band, which is in stark contrast to the minimalist, black stainless steel look we got on the Zepp E.It's a smartwatch with classic watch-style aspirations and it does by in large deliver on those.The silver case and leather are a good combo and while we'd have preferred a more worn in leather band to go with it, it's altogether a really attractive look.The 10.75mm thickness means it's doesn't sit bulky on your wrist and it's light at 40g too. It's also got a 5ATM water resistant rating, which means it's safe to swim with up to 50 metres depth. Just make sure you change that band first though.That classic watch feel extends to the pair of physical buttons and twisting crown placed on the right side of the casing. The bottom button gets you quick access to workout tracking out of the box, while the crown pushes you into the menu, can be twisted to scroll through menus and wakes up the watch.Then there's the top button, which marks a peculiar design decision by Huami. It looks like you can press it, but you can't.When Huami rolls out a software update, it will be used to quickly take heart rate, stress and SpO2 readings. Until then, it's a pretty useless button that you can't help finding yourself pressing it hoping it will do something.Where the Z doesn't disappoint is in the screen department. It packs a 1.39-inch, 454 x 454 resolution AMOLED display with 550 nits maximum brightness. That's the exact same screen featured on the Huami madeAmazfit GTR 2and just like we had good things to say about it there, it's more of the same on the Zepp Z.It's bright, sharp, offers good colours and is a high quality AMOLED screen. Viewing angles are strong too and you don't need to have the screen at top brightness to get something that's on the whole enjoyable to use. Zepp Z: Smartwatch features The Zepp Z is compatible with iOS and Android smartphones running on the latest versions of their respective operating systems, giving you access to a good array of smartwatch features that on the whole work well.Once you've switched on the notification support in the Zepp companion app for the notifications you want fired over, those messages are well optimised for the Z's screen though there's no way to act on notifications.Notifications from emails for example will just give you sender and subject line, while you'll get some, but not all of your WhatsApp messages. There's definitely room for improvement here.There's over 50 watch faces to mix those looks up and these are very similar options to the ones found on the Amazfit GTR and GTS 2 watches. There's a nice mix of digital and analogue-style faces where you can stack them with data or keep things simple.Navigating the watch UI is pretty simple and it has a Wear OS feel with its widget-style screens you can swipe through, some quick settings to access and the Health Key, which we mentioned hasn't been enabled yet.There's a microphone on board to make use of the offline voice assistant, which works in similar fashion to the one on the Amazfit GTR 2 and GTS 2 giving you hands-free control to core features like music controls and switching on/off settings. It was responsive for us on the whole and a nice addition to a modest set of smartwatch features.You also get Amazon Alexa integration, though that voice assistant is not yet available, and will be coming in an OTA software update.The smartwatch features that are here work well enough, but you'll find more features for similar money elsewhere. There's no payments, apps or music player here. If you're happy with basic notification support and an operating system that by in large is easy to get to grips with, then you might just be content with what you get with the Zepp Z. Zepp Z: Fitness features From fitness tracking perspective, everything we got in on the Zepp E has made it into the Zepp Z. The major difference being this doesn't feel like it can switch between workout and day-to-day use in the same way that you can with the Zepp E. For starters, you'll certainly need a sweat-resistant strap.Sensors-wise, it packs everything to make it a good tracking companion. There's Huami's Biotracker 2 optical sensor to unlock continuous heart rate monitoring and heart rate tracking during exercise.That's also used for stress monitoring and enabling the PAI Health assessments we've already seen on Amazfit watches. You've also got the ability to take blood oxygen measurements and there's an air pressure sensor to offer richer outdoor metrics too.You've got built-in GPS and GLONASS to more accurately track outdoor activities, which was missing on the Zepp E.There are 12 sports modes in total and that includes open water swimming, trail running, skiing and climbing.Naturally, there's also 24/7 fitness tracking and sleep and nap monitoring.Step tracking compared: Zepp Z (left and centre) and Garmin fitness tracker (right)Performance-wise, it's much of what we've seen from the most recent Amazfit smartwatches we've tested.It's a better fitness tracker than sports watch – so if you're tossing up between this and a Garmin, there's only one winner.For daily tracking like steps and distance covered, we compared it to a Garmin's fitness tracking features and found that steps were within 500-1,000 steps of the Garmin and distance tracked was largely in the same ballpark. You do miss out on flights and stairs climbed due to the lack of an altimeter.For sleep monitoring, we switched over to the Fitbit Sense for comparison, as we find that the most accurate in the business.The Zepp Z gives you a breakdown of deep, light and REM sleep. It'll also produce a sleep score, offer some insights, how you compare to other users and will also track your naps.Sleep tracking compared: Zepp Z (left and centre) and Fitbit Sense (right)We found that sleep data wasn't wildly off from what the Fitbit recorded. It was generally in-line capturing sleep duration albeit it clocked us taking longer to fall asleep.Though there were the odd nights where we had woken up and fallen back to sleep and it had stopped capturing data. There's clearly a few little niggles here, but on the whole it did a good job.Run tracking compared: Zepp Z (left and centre) and Garmin Fenix 6 (right)Switching to sports mode and we largely put its outdoor running and free training mode to track indoor workouts to the test.For running, it coped well from an accuracy point of view for tracking 30-40 minute runs. Core running metrics were in line with the Garmin Fenix 6 we pitted it against.Stretch things further distance-wise and those inaccuracies do start to creep in. For most though, it should provide a decent running companion.Indoor row tracking compared: Zepp Z (left) and Garmin Fenix 6 with chest strap monitor (right)For indoor workouts, it keeps things to the basics as far as what you can track and if you're relying on heart rate data, it actually fared pretty well for us in general much to our surprise and having to wear a leather band to work out with.It also held up on steady runs up against chest strap monitor. Throwing some high intensity action into the mix will see it start to falter, but in general we were pleasantly surprised with the Zepp Z's heart rate performance.Heart rate tracking compared: Zepp Z (left) and Garmin Fenix 6 with chest strap monitor (right)That BioTracker optical sensor proved reliable for daily heart rate data and powering stress monitoring features as well. We also found the SpO2 readings generated from that sensor largely matched up with what we got from a dedicated pulse oximeter we tested readings against as well.Bottom line, if you do a bit of running and swimming and more interested in those daily data and insights, you should be satisfied with what the Zepp Z offers. Zepp Z: Battery life The Zepp Z hosts a 340mAh battery, which is capable of 15 days battery life in typical use and 30 days in basic watch mode. It also charges from 0-100% in 2.5 hours.Though much like we found with the Zepp E, those numbers can feel a bit generous given you're likely to want to put to use battery-sapping features like richer sleep tracking, continuous heart rate monitoring and making regular use of notification support.We tended to see a battery drop-off of around 10-15% a day, with GPS use for 30 minutes seeing a drop off around 3-4%. We got 10 days use out of it, which is still pretty good, but not quite the 15 days.It clearly does have the capacity to go for 2 weeks, but it does mean being mindful of the features you use, or keeping the screen at moderate brightness, which should be fine for most.If you want a smartwatch that comfortably lasts a week and can get you longer, the Zepp Z is certainly capable of achieving that.Zepp ZByHuamiThe Zepp Z makes a far better impression than the Zepp E does outside of looking like a slick operator on your wrist. It offers a nice mix of smartwatch and fitness features that on the whole work well. The problem we have here is the price seems a little off, especially when you factor what's available in its price bracket. It's certainly a solid and stylish performer, but you might get better value for money looking in the direction of Apple and Fitbit.HitAttractive designGood battery lifeEasy to useMissSome niggly software issuesLimited smartwatch featuresPriceyTAGGEDSmartwatchesRelated storiesSWIMMINGBest waterproof smartwatches to buy in 2021APPLE WATCHUsing WhatsApp on Apple WatchSMARTWATCHESAmazfit GTS 2e and GTR 2e unveiledWEAR OSOppo Watch gets Wear OS Fall updateSMARTWATCHESRealme Watch S Pro officialAPPLE WATCHNew patent boosts Apple Watch battery","news_type":1},"isVote":1,"tweetType":1,"viewCount":315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":397702563,"gmtCreate":1608335290452,"gmtModify":1703852529975,"author":{"id":"3551872319921012","authorId":"3551872319921012","name":"扫塔人","avatar":"https://static.tigerbbs.com/49fcec73660e75c3cb9b540891c717dd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3551872319921012","authorIdStr":"3551872319921012"},"themes":[],"htmlText":"快倒闭了！新品无非在原来上小修小补，这点让消费者买单，难！这么多年占了小米品牌的便宜，现在该还了！公司在资本上赚的钱买了不少楼，倒闭以后可以出租！","listText":"快倒闭了！新品无非在原来上小修小补，这点让消费者买单，难！这么多年占了小米品牌的便宜，现在该还了！公司在资本上赚的钱买了不少楼，倒闭以后可以出租！","text":"快倒闭了！新品无非在原来上小修小补，这点让消费者买单，难！这么多年占了小米品牌的便宜，现在该还了！公司在资本上赚的钱买了不少楼，倒闭以后可以出租！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/397702563","repostId":"2092360215","repostType":2,"repost":{"id":"2092360215","kind":"news","pubTimestamp":1608263340,"share":"https://www.laohu8.com/m/news/2092360215?lang=&edition=full","pubTime":"2020-12-18 11:49","market":"us","language":"zh","title":"止步不前，“啃米族”华米何去何从？","url":"https://stock-news.laohu8.com/highlight/detail?id=2092360215","media":"江湖老刘","summary":"近日,华米科技发布了2020年第三季度财报。华米亮眼的财报并没有引来资本的狂欢,背靠小米,只盈利不营收的“啃米族”华米已经走到十字路口,它该何去何从?截至今年前三季度华米累计净利润为1．13亿元,而去年第三季度华米科技单季度便实现净利润2．03亿元。抛开“华”“米”关系,纵观国内可穿戴设备的厂商实力,市场竞争大,华米在巨头面前抢占市场份额谈何容易。","content":"<html><body><article><p>近日,<a href=\"https://laohu8.com/S/HMI\">华米科技</a>发布了2020年第三季度财报。财报显示,公司季度内营收为22．351亿元人民币,同比增长20%。与上一季度的11．37亿元相比,环比上涨幅度为96．6%。三季度总出货量达1590万台,较2019年第三季度的1370万台同比增长16．1%;与二季度890万台的出货量相比,环比增速高达78．7%。</p><p>据悉,2014年华米(北京)信息科技有限公司正式成立。2017年10月,华米科技与小米签订了商业合作协议和战略合作协议,华米生产可穿戴电子设备,在国内的业绩屈指可数,产品销量是一道靓丽的风景线。</p><p>华米亮眼的财报并没有引来资本的狂欢,背靠小米,只盈利不营收的“啃米族”华米已经走到十字路口,它该何去何从?</p><p><strong>营收增多,“倒挂”频现</strong></p><p>华米给出了亮眼的财报,其出货量和营收的增加,华米财报显示,今年三季度华米营收22．35亿元,同比增长20%,环比上涨96．6%;但华米其净利持续同比下滑,当季只录得<span>净利润</span>8110万,相较于去年同期的2．033亿元同比下降60%。</p><p>增收不增利的华米,看似大步向前实则止步不前。据悉,今年前三季度,华米科技营收增速分别为36．1%、9．5%和20%;而净利润同比变化分别为-74．5%、-85．1%和-60%。截至今年前三季度华米累计净利润为1．13亿元,而去年第三季度华米科技单季度便实现净利润2．03亿元。</p><p>华米出货量及营收的回升,华米科技创始人、董事长兼CEO黄汪表示,增长主要归功于今年新发布的小米手环5,和自主品牌Amazfit手表及耳机新品的优异表现,以及在全球范围内销售版图的持续扩张和多个地区的经济回暖。</p><p>华米净利润大幅下降主要是华米投入过多,营销和销售费用大幅增长,财报显示,华米科技第三季度的研发费用达1．729亿元,同比增长38．8%,占收入的7．7%,高于去年第三季度的6．7%。同时,华米科技还在第三季度投入了大量的市场营销和销售费用,达1．156亿元,同比增长104．2%,用于在全球推广促销自有品牌。</p><p>在江湖老刘看来,华米净利润下降呈现出的“倒挂”现象,不仅在于华米毛利润的降低,各方面的费用支出也是主要原因之一,不断高涨的运营成本,也从侧面反映出华米不营收的现状。能否控制支出是华米下一季度盈利的关键。</p><p><strong>看似“华”“米”共生,实则华米依赖</strong></p><p>华米科技与小米签订了商业合作协议和战略合作协议,双方合同已于10月到期,10月21日,华米以一纸公告宣布与小米续约。华米表示与小米公司的战略合作协议将再延长三年。其实,华米一直承担着小米手环“代工厂”的角色。华米净利润降低,与小米脱不了干系。小米自身开始涉足<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>穿戴业务,也就意味着小米在减少华米的出产量。</p><p>从华米第三季度财报看,小米可穿戴设备的代工占据了华米大部分的营收,双方财务数据来看,在2015-2018的四年中,小米为华米贡献的收入占比分别为97．1%、92．1%、82．4%和59．7%。</p><p>华米、小米被捆绑,但华米更为依赖小米。从华米给出的财报数据显示出,华米与小米深度绑定的业务收入连年减少。华米与小米的合作模式以及小米自身分成模式表明,华米始终无法从中获得高利润。</p><p>再者,智能可穿戴蓝海竞争对手增多,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、华为等巨头一直深耕于智能穿戴电子设备,领跑行业。他们在研发生产链、技术研发、供应链渠道等方面都要优于华米,华米若是想增大销货量是难上加难。</p><p>在江湖老刘看来,华米与小米的合作关系,华米始终是“啃米族”,近一年来华米财报不断披露出华米、小米的利润比,华米欲“去小米化”,发展智能硬件业务,但这条路何其坎坷,脱离了小米的华米,还能叫“华米”吗?</p><p>抛开“华”“米”关系,纵观国内可穿戴设备的厂商实力,市场竞争大,华米在巨头面前抢占市场份额谈何容易。华米欲讲好新故事吸引投资商,需降低对小米的依赖,其次明确产品地位方可在激烈的市场竞争中占得一席之地。</p><p>江湖老刘,TMT行业观察者,知名IT评论员。</p></article></body></html>","source":"tencent","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>止步不前，“啃米族”华米何去何从？</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{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; 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.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止步不前，“啃米族”华米何去何从？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-12-18 11:49 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20201218115218773ca59d&s=b><strong>江湖老刘</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日,华米科技发布了2020年第三季度财报。财报显示,公司季度内营收为22．351亿元人民币,同比增长20%。与上一季度的11．37亿元相比,环比上涨幅度为96．6%。三季度总出货量达1590万台,较2019年第三季度的1370万台同比增长16．1%;与二季度890万台的出货量相比,环比增速高达78．7%。据悉,2014年华米(北京)信息科技有限公司正式成立。2017年10月,华米科技与小米签订了...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20201218115218773ca59d&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/d1b50ae53ea44ea20fb5890e62e74584","relate_stocks":{},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20201218115218773ca59d&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2092360215","content_text":"近日,华米科技发布了2020年第三季度财报。财报显示,公司季度内营收为22．351亿元人民币,同比增长20%。与上一季度的11．37亿元相比,环比上涨幅度为96．6%。三季度总出货量达1590万台,较2019年第三季度的1370万台同比增长16．1%;与二季度890万台的出货量相比,环比增速高达78．7%。据悉,2014年华米(北京)信息科技有限公司正式成立。2017年10月,华米科技与小米签订了商业合作协议和战略合作协议,华米生产可穿戴电子设备,在国内的业绩屈指可数,产品销量是一道靓丽的风景线。华米亮眼的财报并没有引来资本的狂欢,背靠小米,只盈利不营收的“啃米族”华米已经走到十字路口,它该何去何从?营收增多,“倒挂”频现华米给出了亮眼的财报,其出货量和营收的增加,华米财报显示,今年三季度华米营收22．35亿元,同比增长20%,环比上涨96．6%;但华米其净利持续同比下滑,当季只录得净利润8110万,相较于去年同期的2．033亿元同比下降60%。增收不增利的华米,看似大步向前实则止步不前。据悉,今年前三季度,华米科技营收增速分别为36．1%、9．5%和20%;而净利润同比变化分别为-74．5%、-85．1%和-60%。截至今年前三季度华米累计净利润为1．13亿元,而去年第三季度华米科技单季度便实现净利润2．03亿元。华米出货量及营收的回升,华米科技创始人、董事长兼CEO黄汪表示,增长主要归功于今年新发布的小米手环5,和自主品牌Amazfit手表及耳机新品的优异表现,以及在全球范围内销售版图的持续扩张和多个地区的经济回暖。华米净利润大幅下降主要是华米投入过多,营销和销售费用大幅增长,财报显示,华米科技第三季度的研发费用达1．729亿元,同比增长38．8%,占收入的7．7%,高于去年第三季度的6．7%。同时,华米科技还在第三季度投入了大量的市场营销和销售费用,达1．156亿元,同比增长104．2%,用于在全球推广促销自有品牌。在江湖老刘看来,华米净利润下降呈现出的“倒挂”现象,不仅在于华米毛利润的降低,各方面的费用支出也是主要原因之一,不断高涨的运营成本,也从侧面反映出华米不营收的现状。能否控制支出是华米下一季度盈利的关键。看似“华”“米”共生,实则华米依赖华米科技与小米签订了商业合作协议和战略合作协议,双方合同已于10月到期,10月21日,华米以一纸公告宣布与小米续约。华米表示与小米公司的战略合作协议将再延长三年。其实,华米一直承担着小米手环“代工厂”的角色。华米净利润降低,与小米脱不了干系。小米自身开始涉足智能穿戴业务,也就意味着小米在减少华米的出产量。从华米第三季度财报看,小米可穿戴设备的代工占据了华米大部分的营收,双方财务数据来看,在2015-2018的四年中,小米为华米贡献的收入占比分别为97．1%、92．1%、82．4%和59．7%。华米、小米被捆绑,但华米更为依赖小米。从华米给出的财报数据显示出,华米与小米深度绑定的业务收入连年减少。华米与小米的合作模式以及小米自身分成模式表明,华米始终无法从中获得高利润。再者,智能可穿戴蓝海竞争对手增多,苹果、华为等巨头一直深耕于智能穿戴电子设备,领跑行业。他们在研发生产链、技术研发、供应链渠道等方面都要优于华米,华米若是想增大销货量是难上加难。在江湖老刘看来,华米与小米的合作关系,华米始终是“啃米族”,近一年来华米财报不断披露出华米、小米的利润比,华米欲“去小米化”,发展智能硬件业务,但这条路何其坎坷,脱离了小米的华米,还能叫“华米”吗?抛开“华”“米”关系,纵观国内可穿戴设备的厂商实力,市场竞争大,华米在巨头面前抢占市场份额谈何容易。华米欲讲好新故事吸引投资商,需降低对小米的依赖,其次明确产品地位方可在激烈的市场竞争中占得一席之地。江湖老刘,TMT行业观察者,知名IT评论员。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2796,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":398645166,"gmtCreate":1606899784855,"gmtModify":1703845198532,"author":{"id":"3551872319921012","authorId":"3551872319921012","name":"扫塔人","avatar":"https://static.tigerbbs.com/49fcec73660e75c3cb9b540891c717dd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3551872319921012","authorIdStr":"3551872319921012"},"themes":[],"htmlText":"后端云三年四次迁移，云费用成倍增长，用户缺始终无留存，健康数据无落地价值，不戴手表的数据上传到云有何意义。不增利背后是企业管理能力和市场饱和","listText":"后端云三年四次迁移，云费用成倍增长，用户缺始终无留存，健康数据无落地价值，不戴手表的数据上传到云有何意义。不增利背后是企业管理能力和市场饱和","text":"后端云三年四次迁移，云费用成倍增长，用户缺始终无留存，健康数据无落地价值，不戴手表的数据上传到云有何意义。不增利背后是企业管理能力和市场饱和","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/398645166","repostId":"2086573044","repostType":2,"repost":{"id":"2086573044","kind":"news","pubTimestamp":1606477436,"share":"https://www.laohu8.com/m/news/2086573044?lang=&edition=full","pubTime":"2020-11-27 19:43","market":"us","language":"zh","title":"增收不增利 华米告诉你这些年有多难","url":"https://stock-news.laohu8.com/highlight/detail?id=2086573044","media":"驱动中国","summary":"近日，小米生态链企业华米科技公布了今年三季度财报。增收不增利根据华米财报数据显示，2020年第三季度华米科技净营收为22.351亿元，相较于上年同期的18.63亿元，同比上涨幅度为20%；与上一季度的11.37亿元相比，环比上涨幅度为96.6%。根据华米财报数据，华米科技2020年第三季度营销和销售费用共投入高达1.156亿元，同比增长104.2%，营销支出主要用于在全球推广自有品牌。2020年10月21日，华米科技重磅宣布，其和小米公司的战略合作协议将再延长三年。","content":"<html><body><article><p>近日，小米生态链企业<a href=\"https://laohu8.com/S/HMI\">华米科技</a>公布了今年三季度财报。根据财报相关数据显示，2020年第三季度，华米净营收为22.351亿元人民币，同比增长20%；归属于华米的<span>净利润</span>为8110万元人民币，较上年同期的2.033亿元下降约60%。</p><p>无论是小米生态链中第一家登陆美股市场企业的名号，亦或今年是华米科技在美国纽约证券交易所上市第二年的现状，这都决定了华米的这份财报备受业界瞩目。显然，现在的事实是，华米看似风光无限的背后，实则隐藏着增收不增利的尴尬，这日子也过得着实艰难。</p><p>另外，值得一提的是，华米科技的这份财报也并没有让投资者满意，其中净利润表现欠佳或许是投资者们担忧的重点，就在华米三季度财报发布后，华米科技当天盘前股价累计下跌7.6%。</p><p><strong>增收不增利</strong></p><p>根据华米财报数据显示，2020年第三季度华米科技净营收为22.351亿元，相较于上年同期的18.63亿元，同比上涨幅度为20%；与上一季度的11.37亿元相比，环比上涨幅度为96.6%。需要指出的是，这也是华米有史以来最高的单季收入。</p><p>出货量数据方面，2020年第三季度，华米出货量达1590万台，同比增长16%，上半年华米总出货量也才是1650万，这也就是说，华米三季度的出货量就已经接近上半年的总出货量。</p><p>考虑到欧美等全球疫情仍然严重的情况下，华米还能够交出如此亮眼的成绩单，确实难得。对此，华米科技创始人、董事长兼CEO黄汪表示，第三季度出货量和收入分别增长16%和20%，主要归功于今年新发布的小米手环5，和自主品牌Amazfit手表及耳机新品的优异表现，以及在全球范围内销售版图的持续扩张和多个地区的经济回暖。</p><p>而根据华米财报数据显示，2019年三季度至今年三季度，华米营收增速分别为73.31%、72.42%、36.13%、9.5%、20%。可以看出，华米的营收有所增长，本季度营收终于呈现出了上扬的拐点。</p><p>尽管从实质意义上来讲，华米三季度的业绩增长还是让人看到了些许的希望，但认真比较营收增速，我们就会知道，华米2020年第三季度的业绩增速和其在2020年一季度之前很难相提并论。</p><p>更重要的是，2020年第三季度营收以及出货量增长的背后，并没有为华米带来相应的利润回报，造成了华米“增收不增利”的尴尬局面。根据华米财报数据，2020年第三季度，华米净利润为8110万元，较上年同期的2.033亿元下降60%；从2019年第三季度到2020年第三季度，华米净利润增速分别为78.66%、64.52%、-74.54%、-85.0%、-60%。</p><p>一个不争的事实，有史以来最高的单季收入依然没能拯救华米“增收不增利”的尴尬局面，这究竟是为什么呢？</p><p><strong>成本增长&amp;毛利率持续下降</strong></p><p>事实上，经过一番研究，我们就会发现，华米2020年第三季度业绩高速增长的背后，华米相应也付出了很高的代价。</p><p>具体来说，华米科技净利润持续颓势的现状与成本的高涨有着直接的关系。根据华米财报显示，华米科技第三季度的研发费用达1.729亿元，同比增长38.8%，占收入的7.7%，而去年第三季度为6.7%，这也反映了公司在新产品和新品类研发上的持续扩大投入。</p><p>今年9月，华米科技在Amazfit 2020 秋季新品发布会上，推出搭载血氧饱和度测量功能的时尚<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>手表Amazfit GTR 2和Amazfit GTS 2。搭配自研OxygenBeats 血氧引擎，其血氧测量成功率高达96%。</p><p>研发成本上涨的同时，华米科技的营销和销售费用也呈现出了飙涨。根据华米财报数据，华米科技2020年第三季度营销和销售费用共投入高达1.156亿元，同比增长104.2%，营销支出主要用于在全球推广自有品牌。</p><p><strong>而除此之外，华米利润之所以难见增长，还与华米毛利润持续下降有关。</strong></p><p>根据华米财报显示，从2019年第一季度至今，华米的毛利润率就呈现出了持续下降的姿态，具体数据更是从2019年第一季度的27.2%降到了2020年第三季度的20.6%。</p><p>毛利润的持续下降，除了表明华米科技很难争取更高的利润空间外，还要考虑小米的“高性价比”路线和分成模式决定了其无法为华米科技带来丰厚利润。</p><p>目前来看，华米营收的主要来源有自有品牌可穿戴设备Amazfit销售额及为小米手环代工产生的费用。根据本季度财报信息，小米手环等设备出货量为1590万台，较上年同期的1370万台增长16.1%，这也是华米营收增长的主要原因。</p><p>而站在消费者的立场上来看，用户对于小米的品牌认可度，明显要高于华米自有品牌，这就导致了华米对于小米的过分依赖，而从历史数据来看，从2015到2019年，小米产品占到华米科技同期收入的97.1%、92.1% 、78.8%、66.9%以及72.2%。</p><p>对此，有业内人士认为，对于小米公司的过度依赖也是华米科技目前面临的一个重要问题。正所谓：“成也萧何败也萧何”，华米作为小米生态链企业，享受小米流量热度的同时，也直接把自个陷入到左右两难的境地中。</p><p>其实道理也很明显，小米“手机+AIoT”双引擎战略下，小米将业务的版图扩展至智能手环以及智能手表领域，并试图将智能手环以及智能手表产品打造成自个智能家居体系建设中的重要一环。业务范围的重合势必会让小米与华米产生直接竞争，华米势必不会好过，明明是竞争对手，还要给对方“送弹药”，这显然不合乎逻辑。</p><p>尽管商业江湖不讲究“武德”，有钱赚也管不了那么许多，但这绝不是长久之计。</p><p>我们再说的明白点，如果终结与小米的合作，失去代工小米手环的收入，华米将很难面对海内外的市场竞争；倘若继续合作，华米的自身发展也将受到限制。</p><p>2020年10月21日，华米科技重磅宣布，其和小米公司的战略合作协议将再延长三年。根据这一延长条款，在发展小米可穿戴产品方面，华米将保持现有的最优合作伙伴（most-preferred-partner）地位。</p><p>根据协议，双方还将在可穿戴设备的AI芯片和算法的研发方面，建立最优战略合作伙伴关系。此前华米科技创始人兼董事长、CEO黄汪曾表示，华米与小米的可穿戴合同不存在独家和排它协议，二者互为同等条件下的最优先的合作伙伴。</p><p>就目前的情况来看，起码未来几年的时间内，华米和小米仍将继续绑定，华米仍无法摆脱小米实现“去小米化”。</p><p><strong>出海正面迎战强敌</strong></p><p><strong>当然，华米也感受到了处境的艰难，也试图通过海外市场的拓展来提振业绩。</strong></p><p>根据财报，2020年第三季度，华米海外<span>出货</span>占比达49.5%，海外市场已经成为华米科技的重要增长点。不过，高手如云的可穿戴设备江湖，华米将业务版图伸展到了海外，但这依然距离华米“领跑全球智能可穿戴行业”的目标相去甚远。</p><p>需要指出的是，全球可穿戴设备市场在2018之后，智能手环的地位就在不断的下滑，而智能手表和无线蓝牙耳机的份额快速上升。我们再来说说华米，目前华米出货产品中智能手环仍然占了很大一部分，这显然对华米不利。</p><p>与此同时，据Strategy Analytics最新数据，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>手表在今年一季度扩大了领先优势，出货量为760万台，市场份额达到55%。韩国<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>以190万的出货量排名第二，市场份额13.9%。排名第三的美国<a href=\"https://laohu8.com/S/GRMN\">佳明</a>Garmin出货量为110万台，市场份额8%。</p><p>尽管华米已经认识到海外市场的重要性，并在积极开垦着这一领域，但强敌环伺的智能穿戴市场，就注定了华米的海外发展道路不可能走得轻松。</p><p>苹果牢牢霸占智能手表以及无线蓝牙耳机冠军宝座，三星、小米、华为……，也没闲着，都在紧急追赶，势必要抢占市场的蛋糕让自己多吃一口，华米想要从中脱颖而出，这显然是件困难的事情，起码就目前的现状来说，华米的优势还并不明显。</p><p>而从全球智能可穿戴设备的市场份额看，华米科技的全球<span>市场占有率</span>还是不高，与苹果、三星还是存在着不小的差距。</p><p>虽然华米身上性价比的标签也十分鲜明，但这注定不是长远之计，即便是赢来了销量，也会将自个置入到低端化的标签上，要知道华米的目标可是要“领跑全球智能可穿戴行业”，这肯定是不行的。</p><p><strong>总结</strong></p><p>总的来看，华米科技目前的处境十分艰难，明明野心勃勃剑指全球可穿戴设备市场，遗憾的是，空有理想，无法提高利润，也没法摆脱对小米的依赖，一心想要开拓海外市场提振业绩，但是产品又缺乏竞争力，难以和苹果、三星这样的强敌展开正面竞争，到底还是弱了点。很明显，对于华米而言，想要提升竞争力，就势必需要在技术上有所突破，一切的一切都要回归到创新能力上。</p></article></body></html>","source":"tencent","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>增收不增利 华米告诉你这些年有多难</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增收不增利 华米告诉你这些年有多难\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-11-27 19:43 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020112723473877d0829c&s=b><strong>驱动中国</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日，小米生态链企业华米科技公布了今年三季度财报。根据财报相关数据显示，2020年第三季度，华米净营收为22.351亿元人民币，同比增长20%；归属于华米的净利润为8110万元人民币，较上年同期的2.033亿元下降约60%。无论是小米生态链中第一家登陆美股市场企业的名号，亦或今年是华米科技在美国纽约证券交易所上市第二年的现状，这都决定了华米的这份财报备受业界瞩目。显然，现在的事实是，华米看似风光...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020112723473877d0829c&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/daaa666333c3b9bf0b940ffed4c1c369","relate_stocks":{},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020112723473877d0829c&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2086573044","content_text":"近日，小米生态链企业华米科技公布了今年三季度财报。根据财报相关数据显示，2020年第三季度，华米净营收为22.351亿元人民币，同比增长20%；归属于华米的净利润为8110万元人民币，较上年同期的2.033亿元下降约60%。无论是小米生态链中第一家登陆美股市场企业的名号，亦或今年是华米科技在美国纽约证券交易所上市第二年的现状，这都决定了华米的这份财报备受业界瞩目。显然，现在的事实是，华米看似风光无限的背后，实则隐藏着增收不增利的尴尬，这日子也过得着实艰难。另外，值得一提的是，华米科技的这份财报也并没有让投资者满意，其中净利润表现欠佳或许是投资者们担忧的重点，就在华米三季度财报发布后，华米科技当天盘前股价累计下跌7.6%。增收不增利根据华米财报数据显示，2020年第三季度华米科技净营收为22.351亿元，相较于上年同期的18.63亿元，同比上涨幅度为20%；与上一季度的11.37亿元相比，环比上涨幅度为96.6%。需要指出的是，这也是华米有史以来最高的单季收入。出货量数据方面，2020年第三季度，华米出货量达1590万台，同比增长16%，上半年华米总出货量也才是1650万，这也就是说，华米三季度的出货量就已经接近上半年的总出货量。考虑到欧美等全球疫情仍然严重的情况下，华米还能够交出如此亮眼的成绩单，确实难得。对此，华米科技创始人、董事长兼CEO黄汪表示，第三季度出货量和收入分别增长16%和20%，主要归功于今年新发布的小米手环5，和自主品牌Amazfit手表及耳机新品的优异表现，以及在全球范围内销售版图的持续扩张和多个地区的经济回暖。而根据华米财报数据显示，2019年三季度至今年三季度，华米营收增速分别为73.31%、72.42%、36.13%、9.5%、20%。可以看出，华米的营收有所增长，本季度营收终于呈现出了上扬的拐点。尽管从实质意义上来讲，华米三季度的业绩增长还是让人看到了些许的希望，但认真比较营收增速，我们就会知道，华米2020年第三季度的业绩增速和其在2020年一季度之前很难相提并论。更重要的是，2020年第三季度营收以及出货量增长的背后，并没有为华米带来相应的利润回报，造成了华米“增收不增利”的尴尬局面。根据华米财报数据，2020年第三季度，华米净利润为8110万元，较上年同期的2.033亿元下降60%；从2019年第三季度到2020年第三季度，华米净利润增速分别为78.66%、64.52%、-74.54%、-85.0%、-60%。一个不争的事实，有史以来最高的单季收入依然没能拯救华米“增收不增利”的尴尬局面，这究竟是为什么呢？成本增长&毛利率持续下降事实上，经过一番研究，我们就会发现，华米2020年第三季度业绩高速增长的背后，华米相应也付出了很高的代价。具体来说，华米科技净利润持续颓势的现状与成本的高涨有着直接的关系。根据华米财报显示，华米科技第三季度的研发费用达1.729亿元，同比增长38.8%，占收入的7.7%，而去年第三季度为6.7%，这也反映了公司在新产品和新品类研发上的持续扩大投入。今年9月，华米科技在Amazfit 2020 秋季新品发布会上，推出搭载血氧饱和度测量功能的时尚智能手表Amazfit GTR 2和Amazfit GTS 2。搭配自研OxygenBeats 血氧引擎，其血氧测量成功率高达96%。研发成本上涨的同时，华米科技的营销和销售费用也呈现出了飙涨。根据华米财报数据，华米科技2020年第三季度营销和销售费用共投入高达1.156亿元，同比增长104.2%，营销支出主要用于在全球推广自有品牌。而除此之外，华米利润之所以难见增长，还与华米毛利润持续下降有关。根据华米财报显示，从2019年第一季度至今，华米的毛利润率就呈现出了持续下降的姿态，具体数据更是从2019年第一季度的27.2%降到了2020年第三季度的20.6%。毛利润的持续下降，除了表明华米科技很难争取更高的利润空间外，还要考虑小米的“高性价比”路线和分成模式决定了其无法为华米科技带来丰厚利润。目前来看，华米营收的主要来源有自有品牌可穿戴设备Amazfit销售额及为小米手环代工产生的费用。根据本季度财报信息，小米手环等设备出货量为1590万台，较上年同期的1370万台增长16.1%，这也是华米营收增长的主要原因。而站在消费者的立场上来看，用户对于小米的品牌认可度，明显要高于华米自有品牌，这就导致了华米对于小米的过分依赖，而从历史数据来看，从2015到2019年，小米产品占到华米科技同期收入的97.1%、92.1% 、78.8%、66.9%以及72.2%。对此，有业内人士认为，对于小米公司的过度依赖也是华米科技目前面临的一个重要问题。正所谓：“成也萧何败也萧何”，华米作为小米生态链企业，享受小米流量热度的同时，也直接把自个陷入到左右两难的境地中。其实道理也很明显，小米“手机+AIoT”双引擎战略下，小米将业务的版图扩展至智能手环以及智能手表领域，并试图将智能手环以及智能手表产品打造成自个智能家居体系建设中的重要一环。业务范围的重合势必会让小米与华米产生直接竞争，华米势必不会好过，明明是竞争对手，还要给对方“送弹药”，这显然不合乎逻辑。尽管商业江湖不讲究“武德”，有钱赚也管不了那么许多，但这绝不是长久之计。我们再说的明白点，如果终结与小米的合作，失去代工小米手环的收入，华米将很难面对海内外的市场竞争；倘若继续合作，华米的自身发展也将受到限制。2020年10月21日，华米科技重磅宣布，其和小米公司的战略合作协议将再延长三年。根据这一延长条款，在发展小米可穿戴产品方面，华米将保持现有的最优合作伙伴（most-preferred-partner）地位。根据协议，双方还将在可穿戴设备的AI芯片和算法的研发方面，建立最优战略合作伙伴关系。此前华米科技创始人兼董事长、CEO黄汪曾表示，华米与小米的可穿戴合同不存在独家和排它协议，二者互为同等条件下的最优先的合作伙伴。就目前的情况来看，起码未来几年的时间内，华米和小米仍将继续绑定，华米仍无法摆脱小米实现“去小米化”。出海正面迎战强敌当然，华米也感受到了处境的艰难，也试图通过海外市场的拓展来提振业绩。根据财报，2020年第三季度，华米海外出货占比达49.5%，海外市场已经成为华米科技的重要增长点。不过，高手如云的可穿戴设备江湖，华米将业务版图伸展到了海外，但这依然距离华米“领跑全球智能可穿戴行业”的目标相去甚远。需要指出的是，全球可穿戴设备市场在2018之后，智能手环的地位就在不断的下滑，而智能手表和无线蓝牙耳机的份额快速上升。我们再来说说华米，目前华米出货产品中智能手环仍然占了很大一部分，这显然对华米不利。与此同时，据Strategy Analytics最新数据，苹果手表在今年一季度扩大了领先优势，出货量为760万台，市场份额达到55%。韩国三星以190万的出货量排名第二，市场份额13.9%。排名第三的美国佳明Garmin出货量为110万台，市场份额8%。尽管华米已经认识到海外市场的重要性，并在积极开垦着这一领域，但强敌环伺的智能穿戴市场，就注定了华米的海外发展道路不可能走得轻松。苹果牢牢霸占智能手表以及无线蓝牙耳机冠军宝座，三星、小米、华为……，也没闲着，都在紧急追赶，势必要抢占市场的蛋糕让自己多吃一口，华米想要从中脱颖而出，这显然是件困难的事情，起码就目前的现状来说，华米的优势还并不明显。而从全球智能可穿戴设备的市场份额看，华米科技的全球市场占有率还是不高，与苹果、三星还是存在着不小的差距。虽然华米身上性价比的标签也十分鲜明，但这注定不是长远之计，即便是赢来了销量，也会将自个置入到低端化的标签上，要知道华米的目标可是要“领跑全球智能可穿戴行业”，这肯定是不行的。总结总的来看，华米科技目前的处境十分艰难，明明野心勃勃剑指全球可穿戴设备市场，遗憾的是，空有理想，无法提高利润，也没法摆脱对小米的依赖，一心想要开拓海外市场提振业绩，但是产品又缺乏竞争力，难以和苹果、三星这样的强敌展开正面竞争，到底还是弱了点。很明显，对于华米而言，想要提升竞争力，就势必需要在技术上有所突破，一切的一切都要回归到创新能力上。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1703,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":398646143,"gmtCreate":1606899565882,"gmtModify":1703845195774,"author":{"id":"3551872319921012","authorId":"3551872319921012","name":"扫塔人","avatar":"https://static.tigerbbs.com/49fcec73660e75c3cb9b540891c717dd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3551872319921012","authorIdStr":"3551872319921012"},"themes":[],"htmlText":"不买","listText":"不买","text":"不买","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/398646143","repostId":"2088253707","repostType":2,"repost":{"id":"2088253707","kind":"news","pubTimestamp":1606859460,"share":"https://www.laohu8.com/m/news/2088253707?lang=&edition=full","pubTime":"2020-12-02 05:51","market":"us","language":"zh","title":"华米Amazfit GTS 2 mini预售开启 到手价599续航14天","url":"https://stock-news.laohu8.com/highlight/detail?id=2088253707","media":"曹宇华","summary":"华米Amazfit GTS 2 mini已经在12月1日零时开启预售了！作为华米华米Amazfit GTS 2的“青春版”，华米Amazfit GTS 2 mini不仅在重量上更为轻盈，在功能上也丝毫不落下风。目前，华米Amazfit GTS 2 mini已可在京东等渠道预定，京东最晚12月15日发货，很快你就...","content":"<html><body><div>\n<div itemprop=\"articleBody\">\n<img src=\"https://article-fd.zol-img.com.cn/t_s640x2000/g6/M00/0C/0F/ChMkKl_F5PGIEY17AAEmPewQ0mMAAGGOwPoKJIAASZV341.jpg\"/><div>\n<div><div></div></div>\n</div>\n<p>华米Amazfit GTS 2 mini已经在12月1日零时开启预售了！大伙赶快冲！</p><p>作为华米华米Amazfit GTS 2的“青春版”，华米Amazfit GTS 2 mini不仅在重量上更为轻盈，在功能上也丝毫不落下风。目前，华米Amazfit GTS 2 mini已可在<a href=\"https://laohu8.com/S/JD\">京东</a>等渠道预定，京东最晚12月15日发货，很快你就能拿到这款青春时尚的<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>手表啦！<strong>【购买链接】</strong></p><p><span></span><img height=\"432\" src=\"https://article-fd.zol-img.com.cn/t_s640x2000/g6/M00/0C/0F/ChMkKl_F5PGIEY17AAEmPewQ0mMAAGGOwPoKJIAASZV341.jpg\" width=\"640\"/></p><div><p><img src=\"https://2d.zol-img.com.cn/product/207_100x75/647/ceKC5LKs5jYY6.jpg\"/></p><p><strong>Amazfit GTS 2 mini到手价599</strong></p><p>赠</p><p><zspan>[经销商]</zspan> 京东商城</p><p><zspan>[产品售价]</zspan> 599元</p><p>进入购买</p></div><p>华米Amazfit GTS 2 mini采用一体化无边界机身，多彩配色，重量仅有19.5克，佩戴起来轻盈舒适。它自带一块1.55英寸AMOLED屏幕，具备AOD息屏显示功能。此外，它还搭载心率监测、血氧检测、睡眠监测、<a href=\"https://laohu8.com/S/FHCO\">女性健康</a>管理等功能，可通过PAI活力指数直观呈现健康状态。</p><p><img height=\"615\" src=\"https://article-fd.zol-img.com.cn/t_s640x2000/g6/M00/0C/0F/ChMkKV_F5PGILE3pAACeLXHxdBsAAGGOwPnik0AAJ5F996.jpg\" width=\"640\"/></p><p>此外，华米Amazfit GTS 2 mini同样具备70多种运动模式，GPS+GLONASS双星定位，可达到50米深度防水，帮你记录运动数据，让你尽情享受快乐。</p><p>目前，华米Amazfit GTS 2 mini已在京东等渠道开启预定，京东最晚12月15日发货，感兴趣的话可通过右侧链接快速下单哦！<strong>【购买链接】</strong></p><div><p><img src=\"https://2d.zol-img.com.cn/product/207_100x75/647/ceKC5LKs5jYY6.jpg\"/></p><p><strong>Amazfit GTS 2 mini到手价599</strong></p><p>赠</p><p><zspan>[经销商]</zspan> 京东商城</p><p><zspan>[产品售价]</zspan> 699元</p><p>进入购买</p></div><div><p><img src=\"https://2d.zol-img.com.cn/product/207_100x75/647/ceKC5LKs5jYY6.jpg\"/></p><p><strong>AMAZFIT GTS 2 </strong></p><p>赠</p><p><zspan>[经销商]</zspan> 京东商城</p><p><zspan>[产品售价]</zspan> 869元</p><p>进入购买</p></div><div><p><img src=\"https://2c.zol-img.com.cn/product/208_100x75/996/ceeQWXkVIUqI.jpg\"/></p><p><strong>AMAZFIT Pop </strong></p><p><zspan>[经销商]</zspan> 京东商城</p><p><zspan>[产品售价]</zspan> 298元</p><p>进入购买</p></div><p>本文属于原创文章，如若转载，请注明来源：华米Amazfit GTS 2 mini预售开启 到手价599续航14天http://sh.zol.com.cn/757/7576667.html</p><div zpv-events-inview=\"article-cont-bottom-viewport\"></div>\n<div>纠错与问题建议<span>标签：</span>智能手表智能家居智能健康</div><div>\n<span itemprop=\"url\">http://sh.zol.com.cn/757/7576667.html</span>\n<span itemprop=\"indexUrl\">sh.zol.com.cn</span>\n<span itemprop=\"isOriginal\">true</span>\n<span itemprop=\"author\"><a href=\"https://laohu8.com/S/000931\">中关村</a>在线</span>\n<span itemprop=\"isBasedOnUrl\">http://sh.zol.com.cn/757/7576667.html</span>\n<span itemprop=\"genre\">report</span>\n<span itemprop=\"wordCount\">1073</span>\n<span itemprop=\"description\">华米Amazfit GTS 2 mini已经在12月1日零时开启预售了！大伙赶快冲！作为华米华米Amazfit GTS 2的“青春版”，华米Amazfit GTS 2 mini不仅在重量上更为轻盈，在功能上也丝毫不落下风。目前，华米Amazfit GTS 2 mini已可在京东等渠道预定，京东最晚12月15日发货，很快你就...</span>\n</div></div>\n</div></body></html>","source":"zol_stock","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>华米Amazfit GTS 2 mini预售开启 到手价599续航14天</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华米Amazfit GTS 2 mini预售开启 到手价599续航14天\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-12-02 05:51 北京时间&nbsp;&nbsp;&nbsp;<a href=http://sh.zol.com.cn/757/7576667.html><strong>曹宇华</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>华米Amazfit GTS 2 mini已经在12月1日零时开启预售了！大伙赶快冲！作为华米华米Amazfit GTS 2的“青春版”，华米Amazfit GTS 2 mini不仅在重量上更为轻盈，在功能上也丝毫不落下风。目前，华米Amazfit GTS 2 mini已可在京东等渠道预定，京东最晚12月15日发货，很快你就能拿到这款青春时尚的智能手表啦！【购买链接】Amazfit GTS 2 ...</p>\n\n<a href=\"http://sh.zol.com.cn/757/7576667.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8844d34a68c737501939fc425fd6195b","relate_stocks":{},"source_url":"http://sh.zol.com.cn/757/7576667.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2088253707","content_text":"华米Amazfit GTS 2 mini已经在12月1日零时开启预售了！大伙赶快冲！作为华米华米Amazfit GTS 2的“青春版”，华米Amazfit GTS 2 mini不仅在重量上更为轻盈，在功能上也丝毫不落下风。目前，华米Amazfit GTS 2 mini已可在京东等渠道预定，京东最晚12月15日发货，很快你就能拿到这款青春时尚的智能手表啦！【购买链接】Amazfit GTS 2 mini到手价599赠[经销商] 京东商城[产品售价] 599元进入购买华米Amazfit GTS 2 mini采用一体化无边界机身，多彩配色，重量仅有19.5克，佩戴起来轻盈舒适。它自带一块1.55英寸AMOLED屏幕，具备AOD息屏显示功能。此外，它还搭载心率监测、血氧检测、睡眠监测、女性健康管理等功能，可通过PAI活力指数直观呈现健康状态。此外，华米Amazfit GTS 2 mini同样具备70多种运动模式，GPS+GLONASS双星定位，可达到50米深度防水，帮你记录运动数据，让你尽情享受快乐。目前，华米Amazfit GTS 2 mini已在京东等渠道开启预定，京东最晚12月15日发货，感兴趣的话可通过右侧链接快速下单哦！【购买链接】Amazfit GTS 2 mini到手价599赠[经销商] 京东商城[产品售价] 699元进入购买AMAZFIT GTS 2 赠[经销商] 京东商城[产品售价] 869元进入购买AMAZFIT Pop [经销商] 京东商城[产品售价] 298元进入购买本文属于原创文章，如若转载，请注明来源：华米Amazfit GTS 2 mini预售开启 到手价599续航14天http://sh.zol.com.cn/757/7576667.html\n纠错与问题建议标签：智能手表智能家居智能健康\nhttp://sh.zol.com.cn/757/7576667.html\nsh.zol.com.cn\ntrue\n中关村在线\nhttp://sh.zol.com.cn/757/7576667.html\nreport\n1073\n华米Amazfit GTS 2 mini已经在12月1日零时开启预售了！大伙赶快冲！作为华米华米Amazfit GTS 2的“青春版”，华米Amazfit GTS 2 mini不仅在重量上更为轻盈，在功能上也丝毫不落下风。目前，华米Amazfit GTS 2 mini已可在京东等渠道预定，京东最晚12月15日发货，很快你就...","news_type":1},"isVote":1,"tweetType":1,"viewCount":1517,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":398646326,"gmtCreate":1606899521465,"gmtModify":1703845195600,"author":{"id":"3551872319921012","authorId":"3551872319921012","name":"扫塔人","avatar":"https://static.tigerbbs.com/49fcec73660e75c3cb9b540891c717dd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3551872319921012","authorIdStr":"3551872319921012"},"themes":[],"htmlText":"品种单一，再现有手表以无令人兴奋的功能点可挖掘，品牌绑定小米，中层管理水平缺乏眼光，没有创新力。突围？","listText":"品种单一，再现有手表以无令人兴奋的功能点可挖掘，品牌绑定小米，中层管理水平缺乏眼光，没有创新力。突围？","text":"品种单一，再现有手表以无令人兴奋的功能点可挖掘，品牌绑定小米，中层管理水平缺乏眼光，没有创新力。突围？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/398646326","repostId":"2088868778","repostType":2,"repost":{"id":"2088868778","kind":"news","pubTimestamp":1606892663,"share":"https://www.laohu8.com/m/news/2088868778?lang=&edition=full","pubTime":"2020-12-02 15:04","market":"us","language":"zh","title":"成倍增长营销费用，华米增收不增利，能否摆脱小米？","url":"https://stock-news.laohu8.com/highlight/detail?id=2088868778","media":"杨剑勇","summary":"毛利率下滑，华米在财报披露指出主要是由于小米产品的利润率较上年同期有所下降。2020年前三季度，华米营收44.6亿元，同比增长20%，经调整后净利润为1.66亿元，相比同期下降60%。华米最新财报中显示，2020年第三季度销售和营销费用为1.2亿元，同比增长104％，占收入的5.2％，去年同期为收入的3.0％。有意思的是，当前华米未披露自有品牌经营数据，但2020年第三季度销量和营收分别增长16%和20%，主要受益于小米手环5出货量增长。","content":"<html><body><article><p>文/杨剑勇</p><p>在<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>硬件赛道上，小米凭借培育庞大生态链企业，使之跻身于行业第一阵营，并带来了IoT与生活消费品营收规模不断扩大，2020年第三季度该板块营收181亿元，较上年同期增长16%。与此同时，收获了云米、华米、<a href=\"https://laohu8.com/S/688169\">石头科技</a>、<a href=\"https://laohu8.com/S/689009\">九号公司</a>四家生态链企业上市。截止2020年9月30日，小米共投资超300家企业，总帐面价值为395亿元人民币，投资总价值高达506亿元。就该成绩来说，小米是手机厂商中率先收割智能家居红利的厂商。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/12852255343/0\"/><p>需要指出的是，小米硬件产品毛利率低，通过高性价比占领市场，引发生态链企业面临增收不增利的尴尬局面。以华米来说，2020年第三季度毛利率为20.6%，上年同期为25%；截止2020年9月30日止9个月，毛利率为21.5%，上年同期为26%。毛利率下滑，华米在财报披露指出主要是由于小米产品的利润率较上年同期有所下降。</p><p>从另一个层面来说，小米维持高性价比的策略，生态链企业能得到稳健增长，也影响生态链企业利润，正所谓成也萧何败也萧何。2020年前三季度，华米营收44.6亿元，同比增长20%，经调整后<span>净利润</span>为1.66亿元，相比同期下降60%。从经营数据来看，不仅营收增速开始放慢脚步，且净利润呈现大幅态势格局。要知道，此前顶着小米生态链独角兽光环登陆纽交所后，也得到投资者青睐。</p><p>不过，毛利率逐渐下滑，也引发投资者担忧。财报发布后，华米在资本市场重挫，当天跌幅高达7.6%，随后多个交易日连续走低，从11月23日到现在累计下跌16%，当前市值为7.64亿美元。在物联网高级顾问杨剑勇看来，对于小米生态链企业，依赖小米，一定程度上也制约发展前景，但又无法离开小米这颗大树，这是当前生态链企业尤为尴尬的局面。</p><p>尽管生态链企业一直在培育自有品牌，也需要与小米继续签订合同，包括华米今年再次将战略合作延长三年。整体来说，生态链企业发展，小米发挥了举足轻重的作用，尤其发展初期高度依赖小米，包括华米此前营收有八成来自小米，作为最重要的客户和分销渠道，小米对其影响显而易见。而有条件的生态链企业在积极推自有品牌，为摆脱高度依赖小米。</p><p>只是，培育自有品牌培育难度较大。首当其冲的就是要推高营销成本支出，这也影响毛利率。华米最新财报中显示，2020年第三季度销售和营销费用为1.2亿元，同比增长104％，占收入的5.2％，去年同期为收入的3.0％。指出，更高的销售和营销费用主要是由在全球范围内自有品牌产品的品牌促销所驱动。而该季度投入的研发费用为1.7亿元，同比增长38.8％。对比研发支出，不断加大自有品牌的宣传与推广，导致了营销支出成倍增长，对毛利率影响至关重要。</p><p>有意思的是，当前华米未披露自有品牌经营数据，但2020年第三季度销量和营收分别增长16%和20%，主要受益于小米手环5出货量增长。需要指出的是，华米自有品牌Amazfit手表、TWS等产品面临华为、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>等大厂压力，竞争压力大。此外，倘若没有小米品牌加持，又有多少米粉会去购买他们自有品牌产品？整体来说，自有品牌培育难度较大，且还要面临强大竞争对手，所以对于生态链企业而言，尴尬之处是很难完全“去小米化”。</p><p>最后，“去小米化”所带来飙涨的销售推广费用，以及市场竞争日益激烈，对于生态链企业而言，没有必要去推行“去小米化”战略。特别小米在积极推进5G+AIoT战略，且在未来将投入500亿支持这一战略落地，提升在智能家居生态竞争力。作为生态链企业是小米智能生活核心一环，伴随小米AIoT规模日益增长，生态链企业也将受益于这红利。从另一个层面来说，生态链企业基于小米用户、渠道等资源，小米光环下，不香吗？</p><p>杨剑勇，福布斯专栏作家，致力于深度解读5G、物联网经济和人工智能等前沿科技，观点和研究策略被众多权威媒体和知名企业引用。</p></article></body></html>","source":"tencent","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>成倍增长营销费用，华米增收不增利，能否摆脱小米？</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成倍增长营销费用，华米增收不增利，能否摆脱小米？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-12-02 15:04 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202012021505097b644f3f&s=b><strong>杨剑勇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文/杨剑勇在智能硬件赛道上，小米凭借培育庞大生态链企业，使之跻身于行业第一阵营，并带来了IoT与生活消费品营收规模不断扩大，2020年第三季度该板块营收181亿元，较上年同期增长16%。与此同时，收获了云米、华米、石头科技、九号公司四家生态链企业上市。截止2020年9月30日，小米共投资超300家企业，总帐面价值为395亿元人民币，投资总价值高达506亿元。就该成绩来说，小米是手机厂商中率先收割...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202012021505097b644f3f&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/3df686d3a6ca977e8c6841905eb7e18c","relate_stocks":{"01810":"小米集团-W"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202012021505097b644f3f&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2088868778","content_text":"文/杨剑勇在智能硬件赛道上，小米凭借培育庞大生态链企业，使之跻身于行业第一阵营，并带来了IoT与生活消费品营收规模不断扩大，2020年第三季度该板块营收181亿元，较上年同期增长16%。与此同时，收获了云米、华米、石头科技、九号公司四家生态链企业上市。截止2020年9月30日，小米共投资超300家企业，总帐面价值为395亿元人民币，投资总价值高达506亿元。就该成绩来说，小米是手机厂商中率先收割智能家居红利的厂商。需要指出的是，小米硬件产品毛利率低，通过高性价比占领市场，引发生态链企业面临增收不增利的尴尬局面。以华米来说，2020年第三季度毛利率为20.6%，上年同期为25%；截止2020年9月30日止9个月，毛利率为21.5%，上年同期为26%。毛利率下滑，华米在财报披露指出主要是由于小米产品的利润率较上年同期有所下降。从另一个层面来说，小米维持高性价比的策略，生态链企业能得到稳健增长，也影响生态链企业利润，正所谓成也萧何败也萧何。2020年前三季度，华米营收44.6亿元，同比增长20%，经调整后净利润为1.66亿元，相比同期下降60%。从经营数据来看，不仅营收增速开始放慢脚步，且净利润呈现大幅态势格局。要知道，此前顶着小米生态链独角兽光环登陆纽交所后，也得到投资者青睐。不过，毛利率逐渐下滑，也引发投资者担忧。财报发布后，华米在资本市场重挫，当天跌幅高达7.6%，随后多个交易日连续走低，从11月23日到现在累计下跌16%，当前市值为7.64亿美元。在物联网高级顾问杨剑勇看来，对于小米生态链企业，依赖小米，一定程度上也制约发展前景，但又无法离开小米这颗大树，这是当前生态链企业尤为尴尬的局面。尽管生态链企业一直在培育自有品牌，也需要与小米继续签订合同，包括华米今年再次将战略合作延长三年。整体来说，生态链企业发展，小米发挥了举足轻重的作用，尤其发展初期高度依赖小米，包括华米此前营收有八成来自小米，作为最重要的客户和分销渠道，小米对其影响显而易见。而有条件的生态链企业在积极推自有品牌，为摆脱高度依赖小米。只是，培育自有品牌培育难度较大。首当其冲的就是要推高营销成本支出，这也影响毛利率。华米最新财报中显示，2020年第三季度销售和营销费用为1.2亿元，同比增长104％，占收入的5.2％，去年同期为收入的3.0％。指出，更高的销售和营销费用主要是由在全球范围内自有品牌产品的品牌促销所驱动。而该季度投入的研发费用为1.7亿元，同比增长38.8％。对比研发支出，不断加大自有品牌的宣传与推广，导致了营销支出成倍增长，对毛利率影响至关重要。有意思的是，当前华米未披露自有品牌经营数据，但2020年第三季度销量和营收分别增长16%和20%，主要受益于小米手环5出货量增长。需要指出的是，华米自有品牌Amazfit手表、TWS等产品面临华为、苹果等大厂压力，竞争压力大。此外，倘若没有小米品牌加持，又有多少米粉会去购买他们自有品牌产品？整体来说，自有品牌培育难度较大，且还要面临强大竞争对手，所以对于生态链企业而言，尴尬之处是很难完全“去小米化”。最后，“去小米化”所带来飙涨的销售推广费用，以及市场竞争日益激烈，对于生态链企业而言，没有必要去推行“去小米化”战略。特别小米在积极推进5G+AIoT战略，且在未来将投入500亿支持这一战略落地，提升在智能家居生态竞争力。作为生态链企业是小米智能生活核心一环，伴随小米AIoT规模日益增长，生态链企业也将受益于这红利。从另一个层面来说，生态链企业基于小米用户、渠道等资源，小米光环下，不香吗？杨剑勇，福布斯专栏作家，致力于深度解读5G、物联网经济和人工智能等前沿科技，观点和研究策略被众多权威媒体和知名企业引用。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":391019067,"gmtCreate":1606435519459,"gmtModify":1703843045658,"author":{"id":"3551872319921012","authorId":"3551872319921012","name":"扫塔人","avatar":"https://static.tigerbbs.com/49fcec73660e75c3cb9b540891c717dd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3551872319921012","authorIdStr":"3551872319921012"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HMI\">$华米科技(HMI)$</a>增收不增利，说明啥？增加销售员，东西卖的多了，但毛利下降了。因为东西不好卖了，这才是根本。这么多软文来吹增长！","listText":"<a href=\"https://laohu8.com/S/HMI\">$华米科技(HMI)$</a>增收不增利，说明啥？增加销售员，东西卖的多了，但毛利下降了。因为东西不好卖了，这才是根本。这么多软文来吹增长！","text":"$华米科技(HMI)$增收不增利，说明啥？增加销售员，东西卖的多了，但毛利下降了。因为东西不好卖了，这才是根本。这么多软文来吹增长！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/391019067","isVote":1,"tweetType":1,"viewCount":1496,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":399414050,"gmtCreate":1606174363470,"gmtModify":1703841378258,"author":{"id":"3551872319921012","authorId":"3551872319921012","name":"扫塔人","avatar":"https://static.tigerbbs.com/49fcec73660e75c3cb9b540891c717dd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3551872319921012","authorIdStr":"3551872319921012"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HMI\">$华米科技(HMI)$</a>增收不增利，见顶有意义---管理团队low,又与小米脱钩搞发展，小米近日成立智能穿戴部，zepp日活几百有吗？还看好买入的祝福你们","listText":"<a href=\"https://laohu8.com/S/HMI\">$华米科技(HMI)$</a>增收不增利，见顶有意义---管理团队low,又与小米脱钩搞发展，小米近日成立智能穿戴部，zepp日活几百有吗？还看好买入的祝福你们","text":"$华米科技(HMI)$增收不增利，见顶有意义---管理团队low,又与小米脱钩搞发展，小米近日成立智能穿戴部，zepp日活几百有吗？还看好买入的祝福你们","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/399414050","isVote":1,"tweetType":1,"viewCount":2892,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":304126955,"gmtCreate":1605180697277,"gmtModify":1703836592885,"author":{"id":"3551872319921012","authorId":"3551872319921012","name":"扫塔人","avatar":"https://static.tigerbbs.com/49fcec73660e75c3cb9b540891c717dd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3551872319921012","authorIdStr":"3551872319921012"},"themes":[],"htmlText":"同样两款自家品牌，同一个检测数据都完全不一样，怎么解释？智商税收够了吧","listText":"同样两款自家品牌，同一个检测数据都完全不一样，怎么解释？智商税收够了吧","text":"同样两款自家品牌，同一个检测数据都完全不一样，怎么解释？智商税收够了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/304126955","repostId":"2082143643","repostType":2,"repost":{"id":"2082143643","kind":"news","pubTimestamp":1605157314,"share":"https://www.laohu8.com/m/news/2082143643?lang=&edition=full","pubTime":"2020-11-12 13:01","market":"hk","language":"zh","title":"华米科技(HMI.US)旗下Zepp将于11月18日举行发布会，推出全新旗舰腕表ZeppZ","url":"https://stock-news.laohu8.com/highlight/detail?id=2082143643","media":"智通财经","summary":"智通财经APP获悉，11月12日，Zepp官方微博发出邀请函，宣布将于北京时间11月18日凌晨举行全球发布会，发布全新旗舰智能腕表ZeppZ。此次发布会将是Zepp品牌升级后首次面向全球消费者亮相。2018年7月，华米科技收购Zepp核心资产。2020年8月，Zepp完成品牌升级，启用全新Logo和品牌形象。这也是Zepp将一以贯之的品牌理念。今年8月，Zepp品牌首款时尚智能手表ZeppE率先与国内消费者见面。","content":"<html><body><p>智通财经APP获悉，11月12日，Zepp官方<a href=\"https://laohu8.com/S/WB\">微博</a>发出邀请函，宣布将于北京时间11月18日凌晨举行全球发布会，发布全新旗舰<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>腕表ZeppZ。此次发布会将是Zepp品牌升级后首次面向全球消费者亮相。</p><p>根据Zepp提供给媒体的新品局部外观图，ZeppZ采用了传统腕表设计，泛有浑厚金属光泽的表身侧面是表冠和实体按键，搭配皮质表带，高端商务气息浓厚。</p><p>Zepp品牌2010年成立于美国硅谷，通过智能传感器设备和先进的运动建模技术为专业运动员提供及时、量化的运动分析，进而提升运动员的竞技表现，在北美职业运动领域备受青睐，获得许多世界级排名运动员选手的认可。</p><p>2018年7月，<a href=\"https://laohu8.com/S/HMI\">华米科技</a>(HMI.US)收购Zepp核心资产。2020年8月，Zepp完成品牌升级，启用全新Logo和品牌形象。新的Zepp凭借其在运动传感技术上的积累，依托领先的数据分析能力和AI算法体系，致力于打造一个面向全球用户的专业数字化健康管理平台，让更多人享受到专业级的健康管理体验。Zepp相信，如果可以更好地借助科技管理生命进程，那么每一个人都可以拥有幸福美满的人生。这也是Zepp将一以贯之的品牌理念。</p><p>今年8月，Zepp品牌首款时尚智能手表ZeppE率先与国内消费者见面。ZeppE展现了融合传统经典与科技创新的设计风格，让手表回归饰品属性，同时提供完备的健康管理功能，可以对心率、血氧、睡眠等多维度生理健康数据进行全面跟踪和精准分析，帮助用户时刻掌握自己的身体状态。得益于精致优雅的外观设计和专业的健康管理功能，ZeppE一经发布便得到了海内外时尚和科技媒体的广泛关注。</p><p>即将发布的ZeppZ作为Zepp的旗舰产品，除了考究的材质选用和外观设计之外，在其擅长的运动跟踪和健康管理功能上，将为追求高品质生活的消费者带来更为卓越的顶级体验。</p></body></html>","source":"stock_zhitongcaijing","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>华米科技(HMI.US)旗下Zepp将于11月18日举行发布会，推出全新旗舰腕表ZeppZ</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华米科技(HMI.US)旗下Zepp将于11月18日举行发布会，推出全新旗舰腕表ZeppZ\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-11-12 13:01 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/361500.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，11月12日，Zepp官方微博发出邀请函，宣布将于北京时间11月18日凌晨举行全球发布会，发布全新旗舰智能腕表ZeppZ。此次发布会将是Zepp品牌升级后首次面向全球消费者亮相。根据Zepp提供给媒体的新品局部外观图，ZeppZ采用了传统腕表设计，泛有浑厚金属光泽的表身侧面是表冠和实体按键，搭配皮质表带，高端商务气息浓厚。Zepp品牌2010年成立于美国硅谷，通过智能传感器设备...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/361500.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/39a199af535042dfebd27ef56f398707","relate_stocks":{},"source_url":"http://www.zhitongcaijing.com/content/detail/361500.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2082143643","content_text":"智通财经APP获悉，11月12日，Zepp官方微博发出邀请函，宣布将于北京时间11月18日凌晨举行全球发布会，发布全新旗舰智能腕表ZeppZ。此次发布会将是Zepp品牌升级后首次面向全球消费者亮相。根据Zepp提供给媒体的新品局部外观图，ZeppZ采用了传统腕表设计，泛有浑厚金属光泽的表身侧面是表冠和实体按键，搭配皮质表带，高端商务气息浓厚。Zepp品牌2010年成立于美国硅谷，通过智能传感器设备和先进的运动建模技术为专业运动员提供及时、量化的运动分析，进而提升运动员的竞技表现，在北美职业运动领域备受青睐，获得许多世界级排名运动员选手的认可。2018年7月，华米科技(HMI.US)收购Zepp核心资产。2020年8月，Zepp完成品牌升级，启用全新Logo和品牌形象。新的Zepp凭借其在运动传感技术上的积累，依托领先的数据分析能力和AI算法体系，致力于打造一个面向全球用户的专业数字化健康管理平台，让更多人享受到专业级的健康管理体验。Zepp相信，如果可以更好地借助科技管理生命进程，那么每一个人都可以拥有幸福美满的人生。这也是Zepp将一以贯之的品牌理念。今年8月，Zepp品牌首款时尚智能手表ZeppE率先与国内消费者见面。ZeppE展现了融合传统经典与科技创新的设计风格，让手表回归饰品属性，同时提供完备的健康管理功能，可以对心率、血氧、睡眠等多维度生理健康数据进行全面跟踪和精准分析，帮助用户时刻掌握自己的身体状态。得益于精致优雅的外观设计和专业的健康管理功能，ZeppE一经发布便得到了海内外时尚和科技媒体的广泛关注。即将发布的ZeppZ作为Zepp的旗舰产品，除了考究的材质选用和外观设计之外，在其擅长的运动跟踪和健康管理功能上，将为追求高品质生活的消费者带来更为卓越的顶级体验。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":304128533,"gmtCreate":1605180562522,"gmtModify":1703836592193,"author":{"id":"3551872319921012","authorId":"3551872319921012","name":"扫塔人","avatar":"https://static.tigerbbs.com/49fcec73660e75c3cb9b540891c717dd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3551872319921012","authorIdStr":"3551872319921012"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/WB\">$微博(WB)$</a>渣浪竟然封了我的微博，这样产品迟早死掉：一个普通百姓能说什么违法的信息，渣浪就是渣，从此卸掉微博！","listText":"<a href=\"https://laohu8.com/S/WB\">$微博(WB)$</a>渣浪竟然封了我的微博，这样产品迟早死掉：一个普通百姓能说什么违法的信息，渣浪就是渣，从此卸掉微博！","text":"$微博(WB)$渣浪竟然封了我的微博，这样产品迟早死掉：一个普通百姓能说什么违法的信息，渣浪就是渣，从此卸掉微博！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/182898122","isVote":1,"tweetType":1,"viewCount":1793,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853016339,"gmtCreate":1634741416534,"gmtModify":1634741416534,"author":{"id":"3551872319921012","authorId":"3551872319921012","name":"扫塔人","avatar":"https://static.tigerbbs.com/49fcec73660e75c3cb9b540891c717dd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3551872319921012","authorIdStr":"3551872319921012"},"themes":[],"htmlText":"还能撑多久，问了10年涨了10年","listText":"还能撑多久，问了10年涨了10年","text":"还能撑多久，问了10年涨了10年","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/853016339","repostId":"1153877782","repostType":2,"repost":{"id":"1153877782","kind":"news","pubTimestamp":1634740873,"share":"https://www.laohu8.com/m/news/1153877782?lang=&edition=full","pubTime":"2021-10-20 22:41","market":"us","language":"zh","title":"美股机构和散户均转向悲观，牛市还能撑多久？","url":"https://stock-news.laohu8.com/highlight/detail?id=1153877782","media":"腾讯美股","summary":"本周一和周二相继发布的两份权威调查报告显示，散户和机构投资者对美股市场的乐观程度都创下了本轮牛市开始以来的新低。虽然整体而言，投资者当中依然是持看涨立场者占据相对多数，但是看空者的数量正在不断膨胀，局","content":"<p><i>本周一和周二相继发布的两份权威调查报告显示，散户和机构投资者对美股市场的乐观程度都创下了本轮牛市开始以来的新低。虽然整体而言，投资者当中依然是持看涨立场者占据相对多数，但是看空者的数量正在不断膨胀，局面彻底翻转的可能性自然也在不断增大。</i></p>\n<p><img src=\"https://static.tigerbbs.com/d576a74fead18a9d2ae6f1d2167557ad\" tg-width=\"1080\" tg-height=\"717\" referrerpolicy=\"no-referrer\"></p>\n<p>自9月2日创下最近一次新高以来，美股大盘便进入了长达一个多月的振荡行情，似乎上涨动能正在耗尽。确实，供应链瓶颈、劳动力短缺、通货膨胀高企、全球能源危机、联储缩减在即，美股投资者近期有太多问题值得担心。于是，不难理解的是，无论散户还是机构投资者，情绪都急速转向悲观。</p>\n<p>本周一和周二相继发布的两份权威调查报告显示，散户和机构投资者对美股市场的乐观程度都创下了本轮牛市开始以来的新低。虽然整体而言，投资者当中依然是持看涨立场者占据相对多数，但是看空者的数量正在不断膨胀，局面彻底翻转的可能性自然也在不断增大。当投资者大半失去信心，牛市还能继续下去吗？</p>\n<p><b>散户最怕通货膨胀</b></p>\n<p>亿创理财最新发布的季度调查结果显示，伴随通货膨胀冲上了多年以来所未曾见过的高位，美国散户投资者对股票的热情也发生了去年新冠病毒疫情爆发以来的首次下滑，唯一的好消息就是，近期油气价格的大涨使得他们觉得能源板块比以前更有吸引力了。</p>\n<p>亿创理财第四季度Streetwise调查发现，散户投资者当中持看涨立场的人占比为54%，较之第三季度创下近三年最高水平的65%足足下滑了11个百分点之多。在所有散户投资者认为正在对自己投资组合构成威胁的因素当中，通货膨胀排名榜首，认为通胀是头号风险的散户占比52%。</p>\n<p>这最新一季的亿创理财线上问卷调查当中，有一个问题是：“如果要你选择一部电影的名字来形容这个季度的市场给你个人的感觉，你觉得哪个名字最恰当？”居然有多达27%的受调查者不约而同地选择了1993年由本·阿弗莱克（Ben Affleck）和马修·麦康纳（Matthew McConaughey）主演的青春喜剧电影《茫然又混乱》（Dazed and Confused，又译《年少轻狂》）。</p>\n<p>亿创理财投资策略部门负责人罗文加特（Mike Loewengart）在周一发布研究报告同时附加的声明当中指出：“目前，散户投资者意识到，他们的投资组合正受到一系列不利因素的侵袭，因此，看涨情绪急剧低落也就不足为奇了。”</p>\n<p>最近几个月当中，通货膨胀率持续高企。一方面，许多行业和企业都深受供应链危机的折磨，而另外一方面，在疫情爆发后，数以百万计的美国人至今依然失业的情况下，劳动力却严重短缺，形成了罕见的一幕，而所有这些便导致批发和零售价格持续承受着可观的上行压力。由于劳动力短缺的缘故，许多企业都已经在被迫加薪，来试图吸引劳动者了。</p>\n<p>罗文加特在声明当中指出：“许多散户投资者都开始对乐观判断提出质疑，他们认为，如果通货膨胀压力长期存在，供应链的约束又会持续严重影响购买力，那么显然，经济增长速度大为减缓的局面才是更富有现实性的预期。”劳工统计局近日发布的数据显示，9月间，美国消费者价格指数同比上涨5.4%，创下了近三十年来的新高，而批发通货膨胀率更是同比猛增8.6%。</p>\n<p>有66%的散户投资者都相信，在接下来一个季度的时间里，市场波动率将大幅度抬升，这一比例较之上一季度调查时的64%提高了两个百分点。</p>\n<p>罗文加特提醒道：“不过投资者也不该忘记，波动其实也是健康市场的一部分，关键在于，大家必须对可能到来的回挫做好准备。”</p>\n<p>在这次调查当中，大约44%的散户投资者表示，能源板块拥有最大的上涨潜力，这一比例较之第三季度的37%提升明显。亿创理财指出，由于经济重新启动，供应链持续紧张，导致美国汽油价格也攀升到近七年的新高。与此同时，西得克萨斯中间基原油和布伦特原油价格也都冲上了三年新高。</p>\n<p>亿创理财介绍说，投资者还认为，在信息技术和医疗卫生板块当中依然存在机会。2021年至今，标普500指数的能源板块已经上涨了90%之多。</p>\n<p>亿创理财这次技术调查是委托线上市场研究公司Dynata完成的，后者于10月8日至16日期间，通过线上问卷的方式进行了本次调查，受调查者为抽样产生的901位投资者，他们都是自主投资、积极交易的人，线上券商账户资产规模至少1万美元。调查误差范围为±3.2%。</p>\n<p><b>机构担心经济增长</b></p>\n<p>在机构投资者这方面，他们关注的焦点与散户投资者不同，更重视各种经济层面的宏观因素，但是他们的情绪变化趋势却与散户别无二致，即对全球经济增长和企业盈利前景的判断急速变得悲观起来，只不过，他们的整体头寸情况还是倾向于风险的，在买入美国股票的同时，将债券占比削减至创纪录的低点。</p>\n<p>美国银行的每月全球基金经理人调查研究报告于当地时间周二发布。报告显示，全球机构投资者对全球经济增长前景的看法自2020年4月以来首次转向负面，而他们对股票的看涨情绪也跌到了近一年的最低点，只不过，哪怕通货膨胀问题正在推动利率走高的预期，他们的债券头寸依然跌到了仅见的低水平。</p>\n<p>这些机构投资者将他们的美国股票敞口推高到增持16%，为2020年11月以来的新高，而与此同时，整体股票头寸虽然依然算得上“很高”，但是与上个月相比大致不变，稳定在净50%上下。</p>\n<p>哈内特（Michael Hartnett）为首的美银策略师们在报告当中分析道：“经济增长预期与股票配置呈现脱节状态，而且缺口还在不断扩大。”</p>\n<p>过去几周时间当中，伴随原本就非常可观的通货膨胀风险因为能源价格飙升而进一步加剧，股票行情的波动率出现了明显的抬升。只不过，由于债券收益率依然处在相对较低的水平，机构投资者依然将股票视为能够提供最可观潜在回报率的资产。</p>\n<p>然而，至少一部分机构投资者已经在削减他们的美股头寸了。美银调查发现，这个月当中，对冲基金行业整体已经将他们的股票净敞口从9月的41%大幅调降到了只有26%。与此同时，由于债券头寸也被削减的缘故，现金部分的占比达到了净增持27%，为2020年7月以来的新高。</p>\n<p>10月的全球基金经理人调查结束于14日，调查范围覆盖了380位经理人，他们总计管理着1.2万亿美元资产。这次调查发现的一些其他重要内容还包括下列几点。</p>\n<p>——全球利润预期变成负数，-15%的结果创下了2020年5月以来的新低。</p>\n<p>——大部分机构投资者（58%）认为通货膨胀是暂时性现象，而38%认为是永久性现象，虽然前者依然占据多数，但是和以前的调查结果相比，两种观点持有者数量的差距正在不断缩小。</p>\n<p>——商品头寸增至净增持28%，为7月以来的最高水平。</p>\n<p>——预计收益率曲线将变得机构投资者占比大幅度缩减，目前只有23%，为2019年6月以来的新低，同时全球经理人们的债券敞口净缩水80%。</p>\n<p>——鉴于美国联储预计将在11月宣布缩减计划，机构投资者预计市场波动率将进一步抬升，美元将走强，信用价差将扩大。</p>\n<p>——与9月相比，基金经理人们更多买进了能源和银行板块股票，提高了现金部位比例，削减了医疗卫生板块、必需消费品板块和债券的敞口。</p>\n<p>——通货膨胀被机构投资者认为是头号“尾部风险”，持此观点者多达48%，还要超过联储缩减。</p>\n<p>——最拥挤的交易是做多科技股票，此外还有做多ESG股票，做多比特币等。</p>\n<p>——欧元区股票头寸降至净增持34%；英国股票降至减持12%，创下了1月以来的纪录；日本股票敞口增至净增持7%，为5月以来首次出现净增持。</p>","source":"txmg","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>美股机构和散户均转向悲观，牛市还能撑多久？</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; 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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美股机构和散户均转向悲观，牛市还能撑多久？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-20 22:41 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/yCcqG-Ch8KUBQoRVoY94Cw><strong>腾讯美股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本周一和周二相继发布的两份权威调查报告显示，散户和机构投资者对美股市场的乐观程度都创下了本轮牛市开始以来的新低。虽然整体而言，投资者当中依然是持看涨立场者占据相对多数，但是看空者的数量正在不断膨胀，局面彻底翻转的可能性自然也在不断增大。\n\n自9月2日创下最近一次新高以来，美股大盘便进入了长达一个多月的振荡行情，似乎上涨动能正在耗尽。确实，供应链瓶颈、劳动力短缺、通货膨胀高企、全球能源危机、联储缩减...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/yCcqG-Ch8KUBQoRVoY94Cw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d576a74fead18a9d2ae6f1d2167557ad","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://mp.weixin.qq.com/s/yCcqG-Ch8KUBQoRVoY94Cw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153877782","content_text":"本周一和周二相继发布的两份权威调查报告显示，散户和机构投资者对美股市场的乐观程度都创下了本轮牛市开始以来的新低。虽然整体而言，投资者当中依然是持看涨立场者占据相对多数，但是看空者的数量正在不断膨胀，局面彻底翻转的可能性自然也在不断增大。\n\n自9月2日创下最近一次新高以来，美股大盘便进入了长达一个多月的振荡行情，似乎上涨动能正在耗尽。确实，供应链瓶颈、劳动力短缺、通货膨胀高企、全球能源危机、联储缩减在即，美股投资者近期有太多问题值得担心。于是，不难理解的是，无论散户还是机构投资者，情绪都急速转向悲观。\n本周一和周二相继发布的两份权威调查报告显示，散户和机构投资者对美股市场的乐观程度都创下了本轮牛市开始以来的新低。虽然整体而言，投资者当中依然是持看涨立场者占据相对多数，但是看空者的数量正在不断膨胀，局面彻底翻转的可能性自然也在不断增大。当投资者大半失去信心，牛市还能继续下去吗？\n散户最怕通货膨胀\n亿创理财最新发布的季度调查结果显示，伴随通货膨胀冲上了多年以来所未曾见过的高位，美国散户投资者对股票的热情也发生了去年新冠病毒疫情爆发以来的首次下滑，唯一的好消息就是，近期油气价格的大涨使得他们觉得能源板块比以前更有吸引力了。\n亿创理财第四季度Streetwise调查发现，散户投资者当中持看涨立场的人占比为54%，较之第三季度创下近三年最高水平的65%足足下滑了11个百分点之多。在所有散户投资者认为正在对自己投资组合构成威胁的因素当中，通货膨胀排名榜首，认为通胀是头号风险的散户占比52%。\n这最新一季的亿创理财线上问卷调查当中，有一个问题是：“如果要你选择一部电影的名字来形容这个季度的市场给你个人的感觉，你觉得哪个名字最恰当？”居然有多达27%的受调查者不约而同地选择了1993年由本·阿弗莱克（Ben Affleck）和马修·麦康纳（Matthew McConaughey）主演的青春喜剧电影《茫然又混乱》（Dazed and Confused，又译《年少轻狂》）。\n亿创理财投资策略部门负责人罗文加特（Mike Loewengart）在周一发布研究报告同时附加的声明当中指出：“目前，散户投资者意识到，他们的投资组合正受到一系列不利因素的侵袭，因此，看涨情绪急剧低落也就不足为奇了。”\n最近几个月当中，通货膨胀率持续高企。一方面，许多行业和企业都深受供应链危机的折磨，而另外一方面，在疫情爆发后，数以百万计的美国人至今依然失业的情况下，劳动力却严重短缺，形成了罕见的一幕，而所有这些便导致批发和零售价格持续承受着可观的上行压力。由于劳动力短缺的缘故，许多企业都已经在被迫加薪，来试图吸引劳动者了。\n罗文加特在声明当中指出：“许多散户投资者都开始对乐观判断提出质疑，他们认为，如果通货膨胀压力长期存在，供应链的约束又会持续严重影响购买力，那么显然，经济增长速度大为减缓的局面才是更富有现实性的预期。”劳工统计局近日发布的数据显示，9月间，美国消费者价格指数同比上涨5.4%，创下了近三十年来的新高，而批发通货膨胀率更是同比猛增8.6%。\n有66%的散户投资者都相信，在接下来一个季度的时间里，市场波动率将大幅度抬升，这一比例较之上一季度调查时的64%提高了两个百分点。\n罗文加特提醒道：“不过投资者也不该忘记，波动其实也是健康市场的一部分，关键在于，大家必须对可能到来的回挫做好准备。”\n在这次调查当中，大约44%的散户投资者表示，能源板块拥有最大的上涨潜力，这一比例较之第三季度的37%提升明显。亿创理财指出，由于经济重新启动，供应链持续紧张，导致美国汽油价格也攀升到近七年的新高。与此同时，西得克萨斯中间基原油和布伦特原油价格也都冲上了三年新高。\n亿创理财介绍说，投资者还认为，在信息技术和医疗卫生板块当中依然存在机会。2021年至今，标普500指数的能源板块已经上涨了90%之多。\n亿创理财这次技术调查是委托线上市场研究公司Dynata完成的，后者于10月8日至16日期间，通过线上问卷的方式进行了本次调查，受调查者为抽样产生的901位投资者，他们都是自主投资、积极交易的人，线上券商账户资产规模至少1万美元。调查误差范围为±3.2%。\n机构担心经济增长\n在机构投资者这方面，他们关注的焦点与散户投资者不同，更重视各种经济层面的宏观因素，但是他们的情绪变化趋势却与散户别无二致，即对全球经济增长和企业盈利前景的判断急速变得悲观起来，只不过，他们的整体头寸情况还是倾向于风险的，在买入美国股票的同时，将债券占比削减至创纪录的低点。\n美国银行的每月全球基金经理人调查研究报告于当地时间周二发布。报告显示，全球机构投资者对全球经济增长前景的看法自2020年4月以来首次转向负面，而他们对股票的看涨情绪也跌到了近一年的最低点，只不过，哪怕通货膨胀问题正在推动利率走高的预期，他们的债券头寸依然跌到了仅见的低水平。\n这些机构投资者将他们的美国股票敞口推高到增持16%，为2020年11月以来的新高，而与此同时，整体股票头寸虽然依然算得上“很高”，但是与上个月相比大致不变，稳定在净50%上下。\n哈内特（Michael Hartnett）为首的美银策略师们在报告当中分析道：“经济增长预期与股票配置呈现脱节状态，而且缺口还在不断扩大。”\n过去几周时间当中，伴随原本就非常可观的通货膨胀风险因为能源价格飙升而进一步加剧，股票行情的波动率出现了明显的抬升。只不过，由于债券收益率依然处在相对较低的水平，机构投资者依然将股票视为能够提供最可观潜在回报率的资产。\n然而，至少一部分机构投资者已经在削减他们的美股头寸了。美银调查发现，这个月当中，对冲基金行业整体已经将他们的股票净敞口从9月的41%大幅调降到了只有26%。与此同时，由于债券头寸也被削减的缘故，现金部分的占比达到了净增持27%，为2020年7月以来的新高。\n10月的全球基金经理人调查结束于14日，调查范围覆盖了380位经理人，他们总计管理着1.2万亿美元资产。这次调查发现的一些其他重要内容还包括下列几点。\n——全球利润预期变成负数，-15%的结果创下了2020年5月以来的新低。\n——大部分机构投资者（58%）认为通货膨胀是暂时性现象，而38%认为是永久性现象，虽然前者依然占据多数，但是和以前的调查结果相比，两种观点持有者数量的差距正在不断缩小。\n——商品头寸增至净增持28%，为7月以来的最高水平。\n——预计收益率曲线将变得机构投资者占比大幅度缩减，目前只有23%，为2019年6月以来的新低，同时全球经理人们的债券敞口净缩水80%。\n——鉴于美国联储预计将在11月宣布缩减计划，机构投资者预计市场波动率将进一步抬升，美元将走强，信用价差将扩大。\n——与9月相比，基金经理人们更多买进了能源和银行板块股票，提高了现金部位比例，削减了医疗卫生板块、必需消费品板块和债券的敞口。\n——通货膨胀被机构投资者认为是头号“尾部风险”，持此观点者多达48%，还要超过联储缩减。\n——最拥挤的交易是做多科技股票，此外还有做多ESG股票，做多比特币等。\n——欧元区股票头寸降至净增持34%；英国股票降至减持12%，创下了1月以来的纪录；日本股票敞口增至净增持7%，为5月以来首次出现净增持。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1613,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":184653884,"gmtCreate":1623713829348,"gmtModify":1623713829348,"author":{"id":"3551872319921012","authorId":"3551872319921012","name":"扫塔人","avatar":"https://static.tigerbbs.com/49fcec73660e75c3cb9b540891c717dd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3551872319921012","authorIdStr":"3551872319921012"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/HMI\">$华米科技(HMI)$</a>增收不增利，见顶有意义---管理团队low,又与小米脱钩搞发展，小米近日成立智能穿戴部，zepp日活几百有吗？还看好买入的祝福你们","text":"$华米科技(HMI)$增收不增利，见顶有意义---管理团队low,又与小米脱钩搞发展，小米近日成立智能穿戴部，zepp日活几百有吗？还看好买入的祝福你们","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/399414050","isVote":1,"tweetType":1,"viewCount":2892,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697913503,"gmtCreate":1642209298017,"gmtModify":1642209298017,"author":{"id":"3551872319921012","authorId":"3551872319921012","name":"扫塔人","avatar":"https://static.tigerbbs.com/49fcec73660e75c3cb9b540891c717dd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3551872319921012","authorIdStr":"3551872319921012"},"themes":[],"htmlText":"只能统计一个步数，睡眠靠谱吗？这个股每天成交额才几十万，那些人在炒，进得去出的来吗？估计快跌到一元了","listText":"只能统计一个步数，睡眠靠谱吗？这个股每天成交额才几十万，那些人在炒，进得去出的来吗？估计快跌到一元了","text":"只能统计一个步数，睡眠靠谱吗？这个股每天成交额才几十万，那些人在炒，进得去出的来吗？估计快跌到一元了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697913503","repostId":"2195992334","repostType":2,"repost":{"id":"2195992334","kind":"news","pubTimestamp":1640831949,"share":"https://www.laohu8.com/m/news/2195992334?lang=&edition=full","pubTime":"2021-12-30 10:39","market":"us","language":"zh","title":"华米科技2021健康报告：国人日均步数小幅上升 睡眠不足更严重","url":"https://stock-news.laohu8.com/highlight/detail?id=2195992334","media":"通信产业网","summary":"2021年，国人日均步行6611步，相较于2020年的6550步有小幅上升，其中男性人群日均步行6980步，平均每天比女性多966步。近年来，华米科技持续发布运动、健康相关主题报告，值得关注的是今年华米科技还将在2022年1月首次发布海外多个国家的当地专属运动健康报告，以专业的大数据分析展现海外多个国家国民的运动健康情况。","content":"<html><body><article><p>【通信产业网讯】近日，<a href=\"https://laohu8.com/S/HMI\">华米科技</a>发布了《2021年中国人健康状况报告》，报告由华米科技ZEPP数字健康管理平台对公司旗下<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>可穿戴设备采集获得的步数、睡眠、BMI、运动、压力指标等数据进行分析解读，全面展示了2021年国人的身体运动健康情况，并且本次报告对西班牙、意大利、美国、俄罗斯四个国家也同步进行了分析，以便让更多的人衡量对比自身健康状况，了解自己所在国家的总体健康水平。</p><p>2021年，国人日均步行6611步，相较于2020年的6550步有小幅上升，其中男性人群日均步行6980步，平均每天比女性多966步。日均步行最多的是00后人群，达到了7107步，根据身高测算约相当于每日步行达到5公里，步行最少的是80后，日均步行仅有6299步，约为4.3公里。从进入本次数据分析的其他各国对比看，西班牙地区人口平均每日步行最多，为7282步，约等于4.9公里;日均步行最少的是美国人，每人日均仅走了5016步，约等于步行3.3公里。</p><p>睡眠方面，2021年国内各年龄段人群平均睡眠时长均未达到7小时，00后人群睡眠不足更加严重，人均每晚仅睡了6小时45分，90后睡眠时间最长，但也仅比00后多11分钟，全年人均睡眠不足7小时天数较2020年增加了3-4天。其他国家中人均每晚睡眠时间均超过了7个小时，几个国家中西班牙人睡眠时间最久。</p><p>报告对开启压力检测功能的人群也进行了分析，通过压力与静息心率、睡眠的交叉分析数据显示，在压力指标较高的时候，会出现静息心率升高、睡眠得分下降的情况，以中等压力和放松状态人群为例，前者日均静息心率会比后者升高近13%，睡眠得分下降5%。而静息心率的加快会增加心血管疾病的风险或加速心血管病的进展，应当警惕压力过大给机体带来的健康风险。</p><p>血氧饱和度是呼吸循环的重要生理指标，本次报告数据显示，血氧饱和度正常的人群睡眠得分显著高于异常人群，在中国人中有2%的人存在血氧饱和度异常情况，其中血氧异常情况男性比女性略少，但差距仅为0.2%。其他各国中，血氧饱和度处于正常范围值占比最高的是俄罗斯人，西班牙人最低。</p><p>2021年国内女性标准BMI占比明显高于男性，在各年龄段中，90后人群标准BMI占比最多，超过六成，80前的人群标准BMI占比仅达到半数。各国对比中发现，中国人的标准BMI占比最高，美国人的标准占比偏低且严重超标人群明显高于其他国家。</p><p>2021年中国人中有10.9%的人平均每周运动次数为一次及以上，较2020年上升1.7%，其中男性群体中周均运动一次及以上的占11.5%，女性群体中为9.9%。分年龄段看，70后、80后人群运动频率高于其他年龄层，70前群体运动较少，应当引起注意。其他国家对比来看，周均运动次数最多的是意大利人，最少的是俄罗斯人。</p><p>华米科技目前拥有Amazfit跃我和Zepp两个自主品牌，已进入全球90多个国家和地区，全球累计出货量超过1亿7千万台。作为全球领先的智能可穿戴和健康云服务公司，华米科技致力于以科技连接健康，基于强大的人工智能算法和大数据分析能力，华米科技为用户提供7x24小时健康监测服务，并通过将智能可穿戴技术集成到全球物联网，为用户创造更智能、便捷的生活方式。</p><p>近年来，华米科技持续发布运动、健康相关主题报告，值得关注的是今年华米科技还将在2022年1月首次发布海外多个国家的当地专属运动健康报告，以专业的大数据分析展现海外多个国家国民的运动健康情况。</p></article></body></html>","source":"tencent","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>华米科技2021健康报告：国人日均步数小幅上升 睡眠不足更严重</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{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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华米科技2021健康报告：国人日均步数小幅上升 睡眠不足更严重\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-30 10:39 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202112301045537c6544d1&s=b><strong>通信产业网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【通信产业网讯】近日，华米科技发布了《2021年中国人健康状况报告》，报告由华米科技ZEPP数字健康管理平台对公司旗下智能可穿戴设备采集获得的步数、睡眠、BMI、运动、压力指标等数据进行分析解读，全面展示了2021年国人的身体运动健康情况，并且本次报告对西班牙、意大利、美国、俄罗斯四个国家也同步进行了分析，以便让更多的人衡量对比自身健康状况，了解自己所在国家的总体健康水平。2021年，国人日均步行...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202112301045537c6544d1&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/817cce8afd9c6d0c800f1364edda0141","relate_stocks":{"ZEPP":"华米科技"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202112301045537c6544d1&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2195992334","content_text":"【通信产业网讯】近日，华米科技发布了《2021年中国人健康状况报告》，报告由华米科技ZEPP数字健康管理平台对公司旗下智能可穿戴设备采集获得的步数、睡眠、BMI、运动、压力指标等数据进行分析解读，全面展示了2021年国人的身体运动健康情况，并且本次报告对西班牙、意大利、美国、俄罗斯四个国家也同步进行了分析，以便让更多的人衡量对比自身健康状况，了解自己所在国家的总体健康水平。2021年，国人日均步行6611步，相较于2020年的6550步有小幅上升，其中男性人群日均步行6980步，平均每天比女性多966步。日均步行最多的是00后人群，达到了7107步，根据身高测算约相当于每日步行达到5公里，步行最少的是80后，日均步行仅有6299步，约为4.3公里。从进入本次数据分析的其他各国对比看，西班牙地区人口平均每日步行最多，为7282步，约等于4.9公里;日均步行最少的是美国人，每人日均仅走了5016步，约等于步行3.3公里。睡眠方面，2021年国内各年龄段人群平均睡眠时长均未达到7小时，00后人群睡眠不足更加严重，人均每晚仅睡了6小时45分，90后睡眠时间最长，但也仅比00后多11分钟，全年人均睡眠不足7小时天数较2020年增加了3-4天。其他国家中人均每晚睡眠时间均超过了7个小时，几个国家中西班牙人睡眠时间最久。报告对开启压力检测功能的人群也进行了分析，通过压力与静息心率、睡眠的交叉分析数据显示，在压力指标较高的时候，会出现静息心率升高、睡眠得分下降的情况，以中等压力和放松状态人群为例，前者日均静息心率会比后者升高近13%，睡眠得分下降5%。而静息心率的加快会增加心血管疾病的风险或加速心血管病的进展，应当警惕压力过大给机体带来的健康风险。血氧饱和度是呼吸循环的重要生理指标，本次报告数据显示，血氧饱和度正常的人群睡眠得分显著高于异常人群，在中国人中有2%的人存在血氧饱和度异常情况，其中血氧异常情况男性比女性略少，但差距仅为0.2%。其他各国中，血氧饱和度处于正常范围值占比最高的是俄罗斯人，西班牙人最低。2021年国内女性标准BMI占比明显高于男性，在各年龄段中，90后人群标准BMI占比最多，超过六成，80前的人群标准BMI占比仅达到半数。各国对比中发现，中国人的标准BMI占比最高，美国人的标准占比偏低且严重超标人群明显高于其他国家。2021年中国人中有10.9%的人平均每周运动次数为一次及以上，较2020年上升1.7%，其中男性群体中周均运动一次及以上的占11.5%，女性群体中为9.9%。分年龄段看，70后、80后人群运动频率高于其他年龄层，70前群体运动较少，应当引起注意。其他国家对比来看，周均运动次数最多的是意大利人，最少的是俄罗斯人。华米科技目前拥有Amazfit跃我和Zepp两个自主品牌，已进入全球90多个国家和地区，全球累计出货量超过1亿7千万台。作为全球领先的智能可穿戴和健康云服务公司，华米科技致力于以科技连接健康，基于强大的人工智能算法和大数据分析能力，华米科技为用户提供7x24小时健康监测服务，并通过将智能可穿戴技术集成到全球物联网，为用户创造更智能、便捷的生活方式。近年来，华米科技持续发布运动、健康相关主题报告，值得关注的是今年华米科技还将在2022年1月首次发布海外多个国家的当地专属运动健康报告，以专业的大数据分析展现海外多个国家国民的运动健康情况。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1335,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":330465131,"gmtCreate":1608677890623,"gmtModify":1703736117089,"author":{"id":"3551872319921012","authorId":"3551872319921012","name":"扫塔人","avatar":"https://static.tigerbbs.com/49fcec73660e75c3cb9b540891c717dd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3551872319921012","authorIdStr":"3551872319921012"},"themes":[],"htmlText":"高口碑在哪里了？垃圾一块而已","listText":"高口碑在哪里了？垃圾一块而已","text":"高口碑在哪里了？垃圾一块而已","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/330465131","repostId":"2093112309","repostType":2,"isVote":1,"tweetType":1,"viewCount":1427,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397705175,"gmtCreate":1608335789897,"gmtModify":1703852530842,"author":{"id":"3551872319921012","authorId":"3551872319921012","name":"扫塔人","avatar":"https://static.tigerbbs.com/49fcec73660e75c3cb9b540891c717dd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3551872319921012","authorIdStr":"3551872319921012"},"themes":[],"htmlText":"This kind of product is not worth being bought. Why do you cost money to buy useless watch? One friend bought two different watchbut it is bad that they showed totally different sleeping result. Really, do you think consumer is silly? So don't buy it!","listText":"This kind of product is not worth being bought. Why do you cost money to buy useless watch? One friend bought two different watchbut it is bad that they showed totally different sleeping result. Really, do you think consumer is silly? So don't buy it!","text":"This kind of product is not worth being bought. Why do you cost money to buy useless watch? One friend bought two different watchbut it is bad that they showed totally different sleeping result. Really, do you think consumer is silly? So don't buy it!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397705175","repostId":"2092319552","repostType":2,"isVote":1,"tweetType":1,"viewCount":315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":398645166,"gmtCreate":1606899784855,"gmtModify":1703845198532,"author":{"id":"3551872319921012","authorId":"3551872319921012","name":"扫塔人","avatar":"https://static.tigerbbs.com/49fcec73660e75c3cb9b540891c717dd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3551872319921012","authorIdStr":"3551872319921012"},"themes":[],"htmlText":"后端云三年四次迁移，云费用成倍增长，用户缺始终无留存，健康数据无落地价值，不戴手表的数据上传到云有何意义。不增利背后是企业管理能力和市场饱和","listText":"后端云三年四次迁移，云费用成倍增长，用户缺始终无留存，健康数据无落地价值，不戴手表的数据上传到云有何意义。不增利背后是企业管理能力和市场饱和","text":"后端云三年四次迁移，云费用成倍增长，用户缺始终无留存，健康数据无落地价值，不戴手表的数据上传到云有何意义。不增利背后是企业管理能力和市场饱和","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/398645166","repostId":"2086573044","repostType":2,"isVote":1,"tweetType":1,"viewCount":1703,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":398646143,"gmtCreate":1606899565882,"gmtModify":1703845195774,"author":{"id":"3551872319921012","authorId":"3551872319921012","name":"扫塔人","avatar":"https://static.tigerbbs.com/49fcec73660e75c3cb9b540891c717dd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3551872319921012","authorIdStr":"3551872319921012"},"themes":[],"htmlText":"不买","listText":"不买","text":"不买","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/398646143","repostId":"2088253707","repostType":2,"isVote":1,"tweetType":1,"viewCount":1517,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":398646326,"gmtCreate":1606899521465,"gmtModify":1703845195600,"author":{"id":"3551872319921012","authorId":"3551872319921012","name":"扫塔人","avatar":"https://static.tigerbbs.com/49fcec73660e75c3cb9b540891c717dd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3551872319921012","authorIdStr":"3551872319921012"},"themes":[],"htmlText":"品种单一，再现有手表以无令人兴奋的功能点可挖掘，品牌绑定小米，中层管理水平缺乏眼光，没有创新力。突围？","listText":"品种单一，再现有手表以无令人兴奋的功能点可挖掘，品牌绑定小米，中层管理水平缺乏眼光，没有创新力。突围？","text":"品种单一，再现有手表以无令人兴奋的功能点可挖掘，品牌绑定小米，中层管理水平缺乏眼光，没有创新力。突围？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/398646326","repostId":"2088868778","repostType":2,"isVote":1,"tweetType":1,"viewCount":1241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":391019067,"gmtCreate":1606435519459,"gmtModify":1703843045658,"author":{"id":"3551872319921012","authorId":"3551872319921012","name":"扫塔人","avatar":"https://static.tigerbbs.com/49fcec73660e75c3cb9b540891c717dd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3551872319921012","authorIdStr":"3551872319921012"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HMI\">$华米科技(HMI)$</a>增收不增利，说明啥？增加销售员，东西卖的多了，但毛利下降了。因为东西不好卖了，这才是根本。这么多软文来吹增长！","listText":"<a href=\"https://laohu8.com/S/HMI\">$华米科技(HMI)$</a>增收不增利，说明啥？增加销售员，东西卖的多了，但毛利下降了。因为东西不好卖了，这才是根本。这么多软文来吹增长！","text":"$华米科技(HMI)$增收不增利，说明啥？增加销售员，东西卖的多了，但毛利下降了。因为东西不好卖了，这才是根本。这么多软文来吹增长！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/391019067","isVote":1,"tweetType":1,"viewCount":1496,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":304126955,"gmtCreate":1605180697277,"gmtModify":1703836592885,"author":{"id":"3551872319921012","authorId":"3551872319921012","name":"扫塔人","avatar":"https://static.tigerbbs.com/49fcec73660e75c3cb9b540891c717dd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3551872319921012","authorIdStr":"3551872319921012"},"themes":[],"htmlText":"同样两款自家品牌，同一个检测数据都完全不一样，怎么解释？智商税收够了吧","listText":"同样两款自家品牌，同一个检测数据都完全不一样，怎么解释？智商税收够了吧","text":"同样两款自家品牌，同一个检测数据都完全不一样，怎么解释？智商税收够了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/304126955","repostId":"2082143643","repostType":2,"repost":{"id":"2082143643","kind":"news","pubTimestamp":1605157314,"share":"https://www.laohu8.com/m/news/2082143643?lang=&edition=full","pubTime":"2020-11-12 13:01","market":"hk","language":"zh","title":"华米科技(HMI.US)旗下Zepp将于11月18日举行发布会，推出全新旗舰腕表ZeppZ","url":"https://stock-news.laohu8.com/highlight/detail?id=2082143643","media":"智通财经","summary":"智通财经APP获悉，11月12日，Zepp官方微博发出邀请函，宣布将于北京时间11月18日凌晨举行全球发布会，发布全新旗舰智能腕表ZeppZ。此次发布会将是Zepp品牌升级后首次面向全球消费者亮相。2018年7月，华米科技收购Zepp核心资产。2020年8月，Zepp完成品牌升级，启用全新Logo和品牌形象。这也是Zepp将一以贯之的品牌理念。今年8月，Zepp品牌首款时尚智能手表ZeppE率先与国内消费者见面。","content":"<html><body><p>智通财经APP获悉，11月12日，Zepp官方<a href=\"https://laohu8.com/S/WB\">微博</a>发出邀请函，宣布将于北京时间11月18日凌晨举行全球发布会，发布全新旗舰<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>腕表ZeppZ。此次发布会将是Zepp品牌升级后首次面向全球消费者亮相。</p><p>根据Zepp提供给媒体的新品局部外观图，ZeppZ采用了传统腕表设计，泛有浑厚金属光泽的表身侧面是表冠和实体按键，搭配皮质表带，高端商务气息浓厚。</p><p>Zepp品牌2010年成立于美国硅谷，通过智能传感器设备和先进的运动建模技术为专业运动员提供及时、量化的运动分析，进而提升运动员的竞技表现，在北美职业运动领域备受青睐，获得许多世界级排名运动员选手的认可。</p><p>2018年7月，<a href=\"https://laohu8.com/S/HMI\">华米科技</a>(HMI.US)收购Zepp核心资产。2020年8月，Zepp完成品牌升级，启用全新Logo和品牌形象。新的Zepp凭借其在运动传感技术上的积累，依托领先的数据分析能力和AI算法体系，致力于打造一个面向全球用户的专业数字化健康管理平台，让更多人享受到专业级的健康管理体验。Zepp相信，如果可以更好地借助科技管理生命进程，那么每一个人都可以拥有幸福美满的人生。这也是Zepp将一以贯之的品牌理念。</p><p>今年8月，Zepp品牌首款时尚智能手表ZeppE率先与国内消费者见面。ZeppE展现了融合传统经典与科技创新的设计风格，让手表回归饰品属性，同时提供完备的健康管理功能，可以对心率、血氧、睡眠等多维度生理健康数据进行全面跟踪和精准分析，帮助用户时刻掌握自己的身体状态。得益于精致优雅的外观设计和专业的健康管理功能，ZeppE一经发布便得到了海内外时尚和科技媒体的广泛关注。</p><p>即将发布的ZeppZ作为Zepp的旗舰产品，除了考究的材质选用和外观设计之外，在其擅长的运动跟踪和健康管理功能上，将为追求高品质生活的消费者带来更为卓越的顶级体验。</p></body></html>","source":"stock_zhitongcaijing","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>华米科技(HMI.US)旗下Zepp将于11月18日举行发布会，推出全新旗舰腕表ZeppZ</title>\n<style 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href=\"http://www.zhitongcaijing.com/content/detail/361500.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/39a199af535042dfebd27ef56f398707","relate_stocks":{},"source_url":"http://www.zhitongcaijing.com/content/detail/361500.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2082143643","content_text":"智通财经APP获悉，11月12日，Zepp官方微博发出邀请函，宣布将于北京时间11月18日凌晨举行全球发布会，发布全新旗舰智能腕表ZeppZ。此次发布会将是Zepp品牌升级后首次面向全球消费者亮相。根据Zepp提供给媒体的新品局部外观图，ZeppZ采用了传统腕表设计，泛有浑厚金属光泽的表身侧面是表冠和实体按键，搭配皮质表带，高端商务气息浓厚。Zepp品牌2010年成立于美国硅谷，通过智能传感器设备和先进的运动建模技术为专业运动员提供及时、量化的运动分析，进而提升运动员的竞技表现，在北美职业运动领域备受青睐，获得许多世界级排名运动员选手的认可。2018年7月，华米科技(HMI.US)收购Zepp核心资产。2020年8月，Zepp完成品牌升级，启用全新Logo和品牌形象。新的Zepp凭借其在运动传感技术上的积累，依托领先的数据分析能力和AI算法体系，致力于打造一个面向全球用户的专业数字化健康管理平台，让更多人享受到专业级的健康管理体验。Zepp相信，如果可以更好地借助科技管理生命进程，那么每一个人都可以拥有幸福美满的人生。这也是Zepp将一以贯之的品牌理念。今年8月，Zepp品牌首款时尚智能手表ZeppE率先与国内消费者见面。ZeppE展现了融合传统经典与科技创新的设计风格，让手表回归饰品属性，同时提供完备的健康管理功能，可以对心率、血氧、睡眠等多维度生理健康数据进行全面跟踪和精准分析，帮助用户时刻掌握自己的身体状态。得益于精致优雅的外观设计和专业的健康管理功能，ZeppE一经发布便得到了海内外时尚和科技媒体的广泛关注。即将发布的ZeppZ作为Zepp的旗舰产品，除了考究的材质选用和外观设计之外，在其擅长的运动跟踪和健康管理功能上，将为追求高品质生活的消费者带来更为卓越的顶级体验。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}