高盛：予小米集团-W(01810)“买入”评级目标价65港元

智通财经06-20

智通财经APP获悉，高盛发布研报称，小米集团-W(01810)在618购物节期间通过线上线下渠道报告了355亿元人民币的商品交易总额(GMV)(同比增长35%，比2024年双十一GMV高出11%)。该行认为此次618 GMV数据基本符合该行的预期，相当于该行预测的小米2025年第二季度中国智能手机和AIoT收入的71%(高盛预测同比增长31%)，而2024年第二季度/第四季度的618/双十一促销...

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精彩评论

金语良言
11-19
金语良言
高盛说的话，我来翻译下。各位韮菜们，我要出货了，快来接盘啊。个人感觉：小米预计可能跌一年多，到2026年第一季度，抄底小米，是一个不错的价值区间。
美味蛋炒饭
06-21
美味蛋炒饭
高盛反买，别墅靠海
- 金语良言:
  可能跌到2027年也不一定，千万别急着抄底小米。先看能不能守住20港币，守不住的话，可能要去15港币附近。
- 金语良言:
  高盛说的话，我来翻译下。各位韮菜们，我要出货了，快来接盘啊。个人感觉：小米预计可能跌一年多，到2026年第一季度，抄底小米，是一个不错的价值区间。

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个人感觉：小米预计可能跌一年多，到2026年第一季度，抄底小米，是一个不错的价值区间。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/501774884516512","repostId":2544110976,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":448142197841952,"gmtCreate":1750436075682,"gmtModify":1750436111005,"author":{"id":"4190863060495852","authorId":"4190863060495852","name":"美味蛋炒饭","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4190863060495852","idStr":"4190863060495852"},"htmlText":"高盛反买，别墅靠海","listText":"高盛反买，别墅靠海","text":"高盛反买，别墅靠海","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/448142197841952","repostId":2544110976,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":501833107882536,"gmtCreate":1763526385504,"gmtModify":1763526389499,"authorId":3569199766678800,"author":{"id":3569199766678800,"idStr":"3569199766678800","authorId":3569199766678800,"name":"金语良言","avatar":"https://static.tigerbbs.com/dbfacd5a49b3f8d0004974631dc02f19","vip":1,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.11.19","exceedPercentage":"93.25%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":7,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":448142197841952,"type":1,"supId":0,"prevId":0,"content":"可能跌到2027年也不一定，千万别急着抄底小米。先看能不能守住20港币，守不住的话，可能要去15港币附近。","text":"可能跌到2027年也不一定，千万别急着抄底小米。先看能不能守住20港币，守不住的话，可能要去15港币附近。","html":"可能跌到2027年也不一定，千万别急着抄底小米。先看能不能守住20港币，守不住的话，可能要去15港币附近。"},{"id":501772936376424,"gmtCreate":1763511324515,"gmtModify":1763516657557,"authorId":3569199766678800,"author":{"id":3569199766678800,"idStr":"3569199766678800","authorId":3569199766678800,"name":"金语良言","avatar":"https://static.tigerbbs.com/dbfacd5a49b3f8d0004974631dc02f19","vip":1,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.11.19","exceedPercentage":"93.25%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":7,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":448142197841952,"type":1,"supId":0,"prevId":0,"content":"高盛说的话，我来翻译下。各位韮菜们，我要出货了，快来接盘啊。 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高盛：予小米集团-W(01810)“买入”评级 目标价65港元

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高盛：予小米集团-W(01810)“买入”评级目标价65港元