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闪电侠flash
2021-11-08
$老虎证券(TIGR)$
真的是逼上绝路啊,不给你留一条活路
闪电侠flash
2021-11-08
$老虎证券(TIGR)$
这是效仿教育啊,凉凉的节奏
闪电侠flash
2021-09-28
$老虎证券(TIGR)$
真的太坑了,和shit一样,没有见过那么怂的
闪电侠flash
2021-09-16
$老虎证券(TIGR)$
老猫
闪电侠flash
2021-09-15
$老虎证券(TIGR)$
真的感觉没希望了,财报出了现在还是这个样
闪电侠flash
2021-09-14
$小米集团-W(01810)$
给我退市得了,没一点上进心
闪电侠flash
2021-09-13
$小米集团-W(01810)$
不受资本市场待见,任你财报有多好也没卵用
闪电侠flash
2021-09-13
$小米集团-W(01810)$
拿了几个月的小米,就没让我看到涨五个点以上,全tm是跌,价值投资个🔨
闪电侠flash
2021-09-10
$小米集团-W(01810)$
就是这种尿性,跌跌不休,涨一丁点
闪电侠flash
2021-09-10
$小米集团-W(01810)$
跌啊,你有本事继续跌
闪电侠flash
2021-09-09
又在糊弄谁啊,这快跌的没脸见人了
西南证券:首予小米集团-W(01810)“买入”评级 目标价32.06港元
闪电侠flash
2021-09-09
$小米集团-W(01810)$
垃圾中的战斗机,玩儿个几个月,涨幅没超过三个点,最后还跌
闪电侠flash
2021-09-08
$小米集团-W(01810)$
太水了,小米,一点科技都没有
闪电侠flash
2021-09-08
$小米集团-W(01810)$
我就没看到他涨超过三个点
闪电侠flash
2021-09-08
$小米集团-W(01810)$
有撒意思,几个月还倒贴钱
闪电侠flash
2021-09-08
$老虎证券(TIGR)$
跳跳虎就是你了,最后都是一场空
闪电侠flash
2021-08-30
$小米集团-W(01810)$
跳水女王👸
闪电侠flash
2021-08-20
$京东物流(02618)$
亏了一万多,无奈,走了,看错了
闪电侠flash
2021-08-19
$老虎证券(TIGR)$
这有啥意思,涨一点,跌那么多
闪电侠flash
2021-08-19
$京东物流(02618)$
垃圾,垃圾,没前途
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>就是这种尿性,跌跌不休,涨一丁点","text":"$小米集团-W(01810)$就是这种尿性,跌跌不休,涨一丁点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/883683001","isVote":1,"tweetType":1,"viewCount":978,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":883638512,"gmtCreate":1631236937236,"gmtModify":1631236937236,"author":{"id":"3572922449811903","authorId":"3572922449811903","name":"闪电侠flash","avatar":"https://static.tigerbbs.com/7f923939f3b9824eb813834704389e60","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572922449811903","authorIdStr":"3572922449811903"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>跌啊,你有本事继续跌","listText":"<a 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09:37","market":"hk","language":"zh","title":"西南证券:首予小米集团-W(01810)“买入”评级 目标价32.06港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2166313899","media":"智通财经","summary":"智通财经APP获悉,西南证券发布研究报告称,首予小米集团-W“买入”评级,目标价32.06港元,预计2021-23年EPS分别为0.88/1.01/1.27元,予2021年智能手机25倍PE,AIoT及生活产品30倍PE,互联网服务25倍PE,并预计2021年公司加总市值超8038亿港元。①从电视销量来看,电视销量2.5百万台,本季度销量虽为10个季度最低值,市场占有率仍居国内第一;②从电视笔记本销售额来看,营收同比增长25%至60亿,ASP或持续提升。","content":"<html><body><p>智通财经APP获悉,<a href=\"https://laohu8.com/S/600369\">西南证券</a>发布研究报告称,首予<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>(01810)“买入”评级,目标价32.06港元,预计2021-23年EPS分别为0.88/1.01/1.27元,予2021年智能手机25倍PE,AIoT及生活产品30倍PE,互联网服务25倍PE,并预计2021年公司加总市值超8038亿港元。</p><p><strong>西南证券主要观点如下:</strong></p><p><strong>推荐逻辑:</strong>1)]公司手机业务国内第三/全球第二,产品力持续提升,线上优势+线下渠道重塑,手机市占率或可实现五年内全球市占率第一;</p><p>2)AIoT业务方面也将围绕智能手机核心业务,持续积极布局生态链,强化竹林效应。全新布局米车赛道,实现全场景切入,占领用户心智,高用户粘性以及亿级数据强化平台话语权。此外,强把控生态链企业模式夯实公司孵化优秀企业能力,生态链壁垒强;</p><p>3)持续拓展互联网业务广度、深度,用户数和单用户价值或将提升。</p><p><strong>智能手机市占率全球领先,高端化进程效果显著,线下渠道重塑推高市占率。</strong></p><p>智能手机基本盘稳固:2021Q2公司智能手机全球市占率位列第二,中国大陆市场位列第三。①高端化:高端手机产品矩阵不断完善,ASP稳步提升。21H1小米定价3000元/300欧元+的高端智能手机出货量超1200万台,占整体出货量23%,已超2020全年总量;②渠道:线下渠道重塑,市占率稳中有升。小米之家已超7600家,小米手机中国大陆线下渠道出货量市占率同比增0.8pp至7.8%。</p><p><strong>AIoT设备国内出货量持续领先,境外市场有望持续贡献AIoT收入增量。</strong></p><p>①从电视销量来看,电视销量2.5百万台,本季度销量虽为10个季度最低值,市场占有率仍居国内第一;②从电视笔记本销售额来看,营收同比增长25%至60亿,ASP或持续提升。③境外AIoT及生活消费产品收入为11亿,同比增长94%,境外占整体互联网服务收入15.6%。</p><p><strong>受益于用户规模及粘性提升,互联网服务增长潜力巨大:</strong></p><p>依托大规模手机用户和AIoT使用者,21Q2MIUI用户大幅增加,同比增32%,未来随着广告业务受众群体扩大。①高端手机用户仍未做强变现,ARPU值提升空间巨大。②小米电视互联网变现业务增长迅猛,21Q2小米电视付费会员为0.47亿,同比增17%。③持续打磨互联网业务产品(如小米读书、小米音乐等),提升用户留存。</p><p><strong>风险提示:</strong>智能手机市场竞争加剧的风险、国内线下渠道拓展不及预期、进入海外市场面临的政策监管。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE 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class=\"meta\">\n\n\n2021-09-09 09:37 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/556874.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,西南证券发布研究报告称,首予小米集团-W(01810)“买入”评级,目标价32.06港元,预计2021-23年EPS分别为0.88/1.01/1.27元,予2021年智能手机25倍PE,AIoT及生活产品30倍PE,互联网服务25倍PE,并预计2021年公司加总市值超8038亿港元。西南证券主要观点如下:推荐逻辑:1)]公司手机业务国内第三/全球第二,产品力持续提升,线上优势+...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/556874.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/0eb98587b5c81b2fc132df8572df3306","relate_stocks":{"600369":"西南证券","01810":"小米集团-W"},"source_url":"http://www.zhitongcaijing.com/content/detail/556874.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2166313899","content_text":"智通财经APP获悉,西南证券发布研究报告称,首予小米集团-W(01810)“买入”评级,目标价32.06港元,预计2021-23年EPS分别为0.88/1.01/1.27元,予2021年智能手机25倍PE,AIoT及生活产品30倍PE,互联网服务25倍PE,并预计2021年公司加总市值超8038亿港元。西南证券主要观点如下:推荐逻辑:1)]公司手机业务国内第三/全球第二,产品力持续提升,线上优势+线下渠道重塑,手机市占率或可实现五年内全球市占率第一;2)AIoT业务方面也将围绕智能手机核心业务,持续积极布局生态链,强化竹林效应。全新布局米车赛道,实现全场景切入,占领用户心智,高用户粘性以及亿级数据强化平台话语权。此外,强把控生态链企业模式夯实公司孵化优秀企业能力,生态链壁垒强;3)持续拓展互联网业务广度、深度,用户数和单用户价值或将提升。智能手机市占率全球领先,高端化进程效果显著,线下渠道重塑推高市占率。智能手机基本盘稳固:2021Q2公司智能手机全球市占率位列第二,中国大陆市场位列第三。①高端化:高端手机产品矩阵不断完善,ASP稳步提升。21H1小米定价3000元/300欧元+的高端智能手机出货量超1200万台,占整体出货量23%,已超2020全年总量;②渠道:线下渠道重塑,市占率稳中有升。小米之家已超7600家,小米手机中国大陆线下渠道出货量市占率同比增0.8pp至7.8%。AIoT设备国内出货量持续领先,境外市场有望持续贡献AIoT收入增量。①从电视销量来看,电视销量2.5百万台,本季度销量虽为10个季度最低值,市场占有率仍居国内第一;②从电视笔记本销售额来看,营收同比增长25%至60亿,ASP或持续提升。③境外AIoT及生活消费产品收入为11亿,同比增长94%,境外占整体互联网服务收入15.6%。受益于用户规模及粘性提升,互联网服务增长潜力巨大:依托大规模手机用户和AIoT使用者,21Q2MIUI用户大幅增加,同比增32%,未来随着广告业务受众群体扩大。①高端手机用户仍未做强变现,ARPU值提升空间巨大。②小米电视互联网变现业务增长迅猛,21Q2小米电视付费会员为0.47亿,同比增17%。③持续打磨互联网业务产品(如小米读书、小米音乐等),提升用户留存。风险提示:智能手机市场竞争加剧的风险、国内线下渠道拓展不及预期、进入海外市场面临的政策监管。","news_type":1},"isVote":1,"tweetType":1,"viewCount":959,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":889215750,"gmtCreate":1631150750070,"gmtModify":1631150750070,"author":{"id":"3572922449811903","authorId":"3572922449811903","name":"闪电侠flash","avatar":"https://static.tigerbbs.com/7f923939f3b9824eb813834704389e60","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572922449811903","authorIdStr":"3572922449811903"},"themes":[],"htmlText":"<a 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