高盛：小米集团-W(01810)智能手机及物联网第四季或实现高于行业16%的增长_老虎社区_美港股上老虎

高盛：小米集团-W(01810)智能手机及物联网第四季或实现高于行业16%的增长

智通财经12-18

智通财经APP获悉，高盛发布研究报告称，据该行10-11月追踪数据，认为小米集团-W(01810)中国智能手机及物联网业务，有望在今年第四季实现高于行业16%的收入增长。

其中，10-11月小米集团在淘宝/天猫/京东平台的线上智能手机商品交易总额(GMV)同比增约18%，主要是因价格上涨带来的平均单价(ASP)增11%，及存货单位(SKU)组合的改善物联网方面，高盛追踪的小米线上物联网GMV增长在10-11月期间年增11%。该行认为，线下销售增长强劲是受惠于以旧换新计划及强劲的家电零售销售支持。

据高盛数据，小米集团在天猫/淘宝/京东的家电和数码设备市场占有率基本保持稳定，但该行留意到，线下销售增长强劲，是因小米集团线下商店在双十一期间将智能手机与物联网的销售比例，由2023年的7:3改为今年的6:4。

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

白交
·12-18
小米汽车、小米家电都是很有看点的
回复
点赞
举报

热议股票

7x24

全部

关于我们·老虎社区守则·老虎社区账号管理规范·老虎社区服务协议·老虎社区隐私政策

公司名称：北京至简风宜信息技术有限公司

违法和不良信息投诉：010-5681-3562（工作时间9:30-18:30）

邮箱：service@laohu8.com

营业执照：91110105MA01A4U55R

ICP备：京ICP备18016422号

网安备：京公网安备11010502036490

关注我们

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohu8.com/m/news/2492279922?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-12-18 14:17","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2492279922","market":"hk","top_or_hot":-1,"title":"高盛：小米集团-W(01810)智能手机及物联网第四季或实现高于行业16%的增长","media":"智通财经","content":"<html><body><p>智通财经APP获悉，<a href=\"https://laohu8.com/S/GS\">高盛</a>发布研究报告称，据该行10-11月追踪数据，认为<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>(01810)中国智能手机及物联网业务，有望在今年第四季实现高于行业16%的收入增长。</p><p>其中，10-11月小米集团在淘宝/天猫/<a href=\"https://laohu8.com/S/JD\">京东</a>平台的线上智能手机商品交易总额(GMV)同比增约18%，主要是因价格上涨带来的平均单价(ASP)增11%，及存货单位(SKU)组合的改善物联网方面，高盛追踪的小米线上物联网GMV增长在10-11月期间年增11%。该行认为，线下销售增长强劲是受惠于以旧换新计划及强劲的家电零售销售支持。</p><p>据高盛数据，小米集团在天猫/淘宝/京东的家电和数码设备市场占有率基本保持稳定，但该行留意到，线下销售增长强劲，是因小米集团线下商店在双十一期间将智能手机与物联网的销售比例，由2023年的7:3改为今年的6:4。</p></body></html>","source":"stock_zhitongcaijing","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>高盛：小米集团-W(01810)智能手机及物联网第四季或实现高于行业16%的增长</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高盛：小米集团-W(01810)智能手机及物联网第四季或实现高于行业16%的增长\n</h2>\n\n<h4 class=\"meta\">\n\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经</strong><span class=\"h-time small\">2024-12-18 14:17</span>\n</p>\n\n</h4>\n\n</header>\n<article>\n<html><body><p>智通财经APP获悉，<a href=\"https://laohu8.com/S/GS\">高盛</a>发布研究报告称，据该行10-11月追踪数据，认为<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>(01810)中国智能手机及物联网业务，有望在今年第四季实现高于行业16%的收入增长。</p><p>其中，10-11月小米集团在淘宝/天猫/<a href=\"https://laohu8.com/S/JD\">京东</a>平台的线上智能手机商品交易总额(GMV)同比增约18%，主要是因价格上涨带来的平均单价(ASP)增11%，及存货单位(SKU)组合的改善物联网方面，高盛追踪的小米线上物联网GMV增长在10-11月期间年增11%。该行认为，线下销售增长强劲是受惠于以旧换新计划及强劲的家电零售销售支持。</p><p>据高盛数据，小米集团在天猫/淘宝/京东的家电和数码设备市场占有率基本保持稳定，但该行留意到，线下销售增长强劲，是因小米集团线下商店在双十一期间将智能手机与物联网的销售比例，由2023年的7:3改为今年的6:4。</p></body></html>\n\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"http://www.zhitongcaijing.com/content/detail/1226415.html\">智通财经</a> </p>\n\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n</div>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0359201612.USD","symbol_name":"贝莱德中国基金A2","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1226415.html","article_id":"2492279922","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2492279922","pubTimestamp":1734502651,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，高盛发布研究报告称，据该行10-11月追踪数据，认为小米集团-W中国智能手机及物联网业务，有望在今年第四季实现高于行业16%的收入增长。其中，10-11月小米集团在淘宝/天猫/京东平台的线上智能手机商品交易总额同比增约18%，主要是因价格上涨带来的平均单价增11%，及存货单位组合的改善物联网方面，高盛追踪的小米线上物联网GMV增长在10-11月期间年增11%。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"81810":"小米集团-WR","LU0359201612.USD":"贝莱德中国基金A2","LU0348827113.USD":"ALLIANZ RCM CHINA \"AT\" ACC","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","BK4552":"Archegos爆仓风波概念","LU0314109678.HKD":"MANULIFE GF DRAGON GROWTH \"AA\" (HKD) INC","LU0499858438.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) INC","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","BK1521":"挪威政府全球养老基金持仓","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU0345775950.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) ACC","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","XIACY":"小米集团ADR","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU1791807156.HKD":"BGF WORLD FINANCIALS \"A2\" (HKDHDG) ACC","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4127":"投资银行业与经纪业","LU2237443465.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) INC","LU0561508036.HKD":"ALLIANZ CHINA EQUITY \"A\" (HKD) INC","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","SG9999002463.SGD":"LionGlobal China Growth SGD","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4550":"红杉资本持仓","BK1193":"电脑硬件、储存设备及电脑周边","LU1328277881.USD":"MANULIFE GF DRAGON GROWTH FUND \"AA\" (USD) INC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU0106831901.USD":"贝莱德世界金融基金A2","LU0611395673.USD":"NINETY ONE GSF EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","01810":"小米集团-W","LU0345776255.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) INC","LU1481107354.HKD":"HSBC GIF HONG KONG EQUITY \"AD\" (HKD) INC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU0700851271.USD":"NINETY ONE GSF EMERGING MARKETS MULTI-ASSET \"A\" (USD) ACC","LU0149721374.USD":"HSBC GIF HONG KONG EQUITY \"AD\" INC","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0052750758.USD":"富兰克林中国基金A Acc","BK4588":"碎股","BK1523":"武汉本地概念股"},"translate_title":"Goldman Sachs: Xiaomi Group-W (01810) smartphones and Internet of Things may achieve 16% growth higher than the industry in the fourth quarter","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"81810":0.6,"01810":1,"XIACY":0.6},"content_text":"智通财经APP获悉，高盛发布研究报告称，据该行10-11月追踪数据，认为小米集团-W(01810)中国智能手机及物联网业务，有望在今年第四季实现高于行业16%的收入增长。其中，10-11月小米集团在淘宝/天猫/京东平台的线上智能手机商品交易总额(GMV)同比增约18%，主要是因价格上涨带来的平均单价(ASP)增11%，及存货单位(SKU)组合的改善物联网方面，高盛追踪的小米线上物联网GMV增长在10-11月期间年增11%。该行认为，线下销售增长强劲是受惠于以旧换新计划及强劲的家电零售销售支持。据高盛数据，小米集团在天猫/淘宝/京东的家电和数码设备市场占有率基本保持稳定，但该行留意到，线下销售增长强劲，是因小米集团线下商店在双十一期间将智能手机与物联网的销售比例，由2023年的7:3改为今年的6:4。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[{"id":382866232308024,"gmtCreate":1734508343351,"gmtModify":1734508345600,"author":{"id":"4125562273855122","authorId":"4125562273855122","name":"白交","avatar":"https://static.tigerbbs.com/66c20df54d4968fb91d179120e358d62","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"4125562273855122","authorIdStr":"4125562273855122"},"htmlText":"小米汽车、小米家电都是很有看点的","listText":"小米汽车、小米家电都是很有看点的","text":"小米汽车、小米家电都是很有看点的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382866232308024","repostId":2492279922,"repostType":2,"repost":{"id":"2492279922","kind":"news","pubTimestamp":1734502651,"share":"https://www.laohu8.com/m/news/2492279922?lang=&edition=full","pubTime":"2024-12-18 14:17","market":"hk","language":"zh","title":"高盛：小米集团-W(01810)智能手机及物联网第四季或实现高于行业16%的增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2492279922","media":"智通财经","summary":"智通财经APP获悉，高盛发布研究报告称，据该行10-11月追踪数据，认为小米集团-W中国智能手机及物联网业务，有望在今年第四季实现高于行业16%的收入增长。其中，10-11月小米集团在淘宝/天猫/京东平台的线上智能手机商品交易总额同比增约18%，主要是因价格上涨带来的平均单价增11%，及存货单位组合的改善物联网方面，高盛追踪的小米线上物联网GMV增长在10-11月期间年增11%。","content":"<html><body><p>智通财经APP获悉，<a href=\"https://laohu8.com/S/GS\">高盛</a>发布研究报告称，据该行10-11月追踪数据，认为<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>(01810)中国智能手机及物联网业务，有望在今年第四季实现高于行业16%的收入增长。</p><p>其中，10-11月小米集团在淘宝/天猫/<a href=\"https://laohu8.com/S/JD\">京东</a>平台的线上智能手机商品交易总额(GMV)同比增约18%，主要是因价格上涨带来的平均单价(ASP)增11%，及存货单位(SKU)组合的改善物联网方面，高盛追踪的小米线上物联网GMV增长在10-11月期间年增11%。该行认为，线下销售增长强劲是受惠于以旧换新计划及强劲的家电零售销售支持。</p><p>据高盛数据，小米集团在天猫/淘宝/京东的家电和数码设备市场占有率基本保持稳定，但该行留意到，线下销售增长强劲，是因小米集团线下商店在双十一期间将智能手机与物联网的销售比例，由2023年的7:3改为今年的6:4。</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>高盛：小米集团-W(01810)智能手机及物联网第四季或实现高于行业16%的增长</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高盛：小米集团-W(01810)智能手机及物联网第四季或实现高于行业16%的增长\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-18 14:17 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1226415.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，高盛发布研究报告称，据该行10-11月追踪数据，认为小米集团-W(01810)中国智能手机及物联网业务，有望在今年第四季实现高于行业16%的收入增长。其中，10-11月小米集团在淘宝/天猫/京东平台的线上智能手机商品交易总额(GMV)同比增约18%，主要是因价格上涨带来的平均单价(ASP)增11%，及存货单位(SKU)组合的改善物联网方面，高盛追踪的小米线上物联网GMV增长在...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1226415.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","LU0359201612.USD":"贝莱德中国基金A2","LU0348827113.USD":"ALLIANZ RCM CHINA \"AT\" ACC","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","BK4552":"Archegos爆仓风波概念","LU0314109678.HKD":"MANULIFE GF DRAGON GROWTH \"AA\" (HKD) INC","LU0499858438.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) INC","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","BK1521":"挪威政府全球养老基金持仓","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU0345775950.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) ACC","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","XIACY":"小米集团ADR","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU1791807156.HKD":"BGF WORLD FINANCIALS \"A2\" (HKDHDG) ACC","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4127":"投资银行业与经纪业","LU2237443465.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) INC","LU0561508036.HKD":"ALLIANZ CHINA EQUITY \"A\" (HKD) INC","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","SG9999002463.SGD":"LionGlobal China Growth SGD","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4550":"红杉资本持仓","BK1193":"电脑硬件、储存设备及电脑周边","LU1328277881.USD":"MANULIFE GF DRAGON GROWTH FUND \"AA\" (USD) INC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU0106831901.USD":"贝莱德世界金融基金A2","LU0611395673.USD":"NINETY ONE GSF EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","01810":"小米集团-W","LU0345776255.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) INC","LU1481107354.HKD":"HSBC GIF HONG KONG EQUITY \"AD\" (HKD) INC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU0700851271.USD":"NINETY ONE GSF EMERGING MARKETS MULTI-ASSET \"A\" (USD) ACC","LU0149721374.USD":"HSBC GIF HONG KONG EQUITY \"AD\" INC","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0052750758.USD":"富兰克林中国基金A Acc","BK4588":"碎股","BK1523":"武汉本地概念股"},"source_url":"http://www.zhitongcaijing.com/content/detail/1226415.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2492279922","content_text":"智通财经APP获悉，高盛发布研究报告称，据该行10-11月追踪数据，认为小米集团-W(01810)中国智能手机及物联网业务，有望在今年第四季实现高于行业16%的收入增长。其中，10-11月小米集团在淘宝/天猫/京东平台的线上智能手机商品交易总额(GMV)同比增约18%，主要是因价格上涨带来的平均单价(ASP)增11%，及存货单位(SKU)组合的改善物联网方面，高盛追踪的小米线上物联网GMV增长在10-11月期间年增11%。该行认为，线下销售增长强劲是受惠于以旧换新计划及强劲的家电零售销售支持。据高盛数据，小米集团在天猫/淘宝/京东的家电和数码设备市场占有率基本保持稳定，但该行留意到，线下销售增长强劲，是因小米集团线下商店在双十一期间将智能手机与物联网的销售比例，由2023年的7:3改为今年的6:4。","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}