港股异动 | 小米集团-W(01810)再跌超3% 较6月高点跌超三成高盛称做空小米成对冲基金共识

智通财经网11-07

智通财经APP获悉，小米集团-W(01810)再跌超3%，当前股价较今年六月最高点已跌逾30%。截至发稿，跌3.08%，报42.1港元，成交额30.76亿港元。消息面上，据高盛主经纪商业务最新数据显示，对冲基金对小米的空头押注在过去一周激增53%。该行高频交易部门的资金流向也显示，在过去两周内，养老基金和对冲基金主导的卖盘占据主导地位。这家中国科技巨头即将于11月18日公布第三季度财报前夕，投资者...

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精彩评论

niubikele
11-07
niubikele
高盛反着买，别墅靠大海
A胜天半子
11-07
A胜天半子
艹他妈的，好消息，对股价一点儿帮助都没有，一点儿坏消息立马砸下去

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href=http://www.zhitongcaijing.com/content/detail/1366451.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，小米集团-W(01810)再跌超3%，当前股价较今年六月最高点已跌逾30%。截至发稿，跌3.08%，报42.1港元，成交额30.76亿港元。消息面上，据高盛主经纪商业务最新数据显示，对冲基金对小米的空头押注在过去一周激增53%。该行高频交易部门的资金流向也显示，在过去两周内，养老基金和对冲基金主导的卖盘占据主导地位。这家中国科技巨头即将于11月18日公布第三季度财报前夕，投资者...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1366451.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img.zhitongcaijing.com/image/20251107/20251107114209_74381.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250","relate_stocks":{"81810":"小米集团-WR","LU2399975544.HKD":"ALLIANZ ALL CHINA EQUITY \"AT\" (HKD) ACC","BK1502":"双十一","LU0823397103.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\" (USD) ACC","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU2237438978.USD":"Amundi Funds US Pioneer A2 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ACC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1366451.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2581210650","content_text":"智通财经APP获悉，小米集团-W(01810)再跌超3%，当前股价较今年六月最高点已跌逾30%。截至发稿，跌3.08%，报42.1港元，成交额30.76亿港元。消息面上，据高盛主经纪商业务最新数据显示，对冲基金对小米的空头押注在过去一周激增53%。该行高频交易部门的资金流向也显示，在过去两周内，养老基金和对冲基金主导的卖盘占据主导地位。这家中国科技巨头即将于11月18日公布第三季度财报前夕，投资者情绪正在转向谨慎。报告指出，对冲基金的反馈认为，小米\"至少在短期内是共识性的做空/卖出标的，因为缺乏催化剂\"。高盛研究团队近期下调小米目标价，给出的理由包括：存储芯片价格上涨压制智能手机毛利率、AIoT业务增速放缓至个位数、电动车二期工厂延期影响交付。","news_type":1,"symbols_score_info":{"81810":0.6,"MIUmain":1.5,"HXXD.SI":0.6,"01810":1.5,"XIACY":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":497521705743056,"gmtCreate":1762488049353,"gmtModify":1762492555199,"author":{"id":"3450398809409245","authorId":"3450398809409245","name":"A胜天半子","avatar":"https://static.tigerbbs.com/7650a9e667bfb4b915410e236ed3b4d2","vip":1,"crmLevel":7,"crmLevelSwitch":0,"idStr":"3450398809409245","authorIdStr":"3450398809409245"},"htmlText":"艹他妈的，好消息，对股价一点儿帮助都没有，一点儿坏消息立马砸下去","listText":"艹他妈的，好消息，对股价一点儿帮助都没有，一点儿坏消息立马砸下去","text":"艹他妈的，好消息，对股价一点儿帮助都没有，一点儿坏消息立马砸下去","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/497521705743056","repostId":2581210650,"repostType":2,"repost":{"id":"2581210650","kind":"highlight","pubTimestamp":1762486911,"share":"https://www.laohu8.com/m/news/2581210650?lang=&edition=full","pubTime":"2025-11-07 11:41","market":"sg","language":"zh","title":"港股异动 | 小米集团-W(01810)再跌超3% 较6月高点跌超三成 高盛称做空小米成对冲基金共识","url":"https://stock-news.laohu8.com/highlight/detail?id=2581210650","media":"智通财经网","summary":"小米集团-W(01810)再跌超3%，当前股价较今年六月最高点已跌逾30%。截至发稿，跌3.08%，报42.1港元，成交额30.76亿港元。","content":"<html><body><div> <p>智通财经APP获悉，<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>(01810)再跌超3%，当前股价较今年六月最高点已跌逾30%。截至发稿，跌3.08%，报42.1港元，成交额30.76亿港元。</p><p>消息面上，据<a href=\"https://laohu8.com/S/GS\">高盛</a>主经纪商业务最新数据显示，对冲基金对<a href=\"https://laohu8.com/S/XIACY\">小米</a>的空头押注在过去一周激增53%。该行高频交易部门的资金流向也显示，在过去两周内，养老基金和对冲基金主导的卖盘占据主导地位。这家中国科技巨头即将于11月18日公布第三季度财报前夕，投资者情绪正在转向谨慎。</p><p>报告指出，对冲基金的反馈认为，<a href=\"https://laohu8.com/S/81810\">小米</a>\"至少在短期内是共识性的做空/卖出标的，因为缺乏催化剂\"。高盛研究团队近期下调小米目标价，给出的理由包括：存储芯片价格上涨压制智能手机毛利率、AIoT业务增速放缓至个位数、电动车二期工厂延期影响交付。</p> <div></div> </div></body></html>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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href=http://www.zhitongcaijing.com/content/detail/1366451.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，小米集团-W(01810)再跌超3%，当前股价较今年六月最高点已跌逾30%。截至发稿，跌3.08%，报42.1港元，成交额30.76亿港元。消息面上，据高盛主经纪商业务最新数据显示，对冲基金对小米的空头押注在过去一周激增53%。该行高频交易部门的资金流向也显示，在过去两周内，养老基金和对冲基金主导的卖盘占据主导地位。这家中国科技巨头即将于11月18日公布第三季度财报前夕，投资者...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1366451.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img.zhitongcaijing.com/image/20251107/20251107114209_74381.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250","relate_stocks":{"81810":"小米集团-WR","LU2399975544.HKD":"ALLIANZ ALL CHINA EQUITY \"AT\" (HKD) ACC","BK1502":"双十一","LU0823397103.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\" (USD) ACC","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU2237438978.USD":"Amundi Funds US Pioneer A2 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ACC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1366451.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2581210650","content_text":"智通财经APP获悉，小米集团-W(01810)再跌超3%，当前股价较今年六月最高点已跌逾30%。截至发稿，跌3.08%，报42.1港元，成交额30.76亿港元。消息面上，据高盛主经纪商业务最新数据显示，对冲基金对小米的空头押注在过去一周激增53%。该行高频交易部门的资金流向也显示，在过去两周内，养老基金和对冲基金主导的卖盘占据主导地位。这家中国科技巨头即将于11月18日公布第三季度财报前夕，投资者情绪正在转向谨慎。报告指出，对冲基金的反馈认为，小米\"至少在短期内是共识性的做空/卖出标的，因为缺乏催化剂\"。高盛研究团队近期下调小米目标价，给出的理由包括：存储芯片价格上涨压制智能手机毛利率、AIoT业务增速放缓至个位数、电动车二期工厂延期影响交付。","news_type":1,"symbols_score_info":{"81810":0.6,"MIUmain":1.5,"HXXD.SI":0.6,"01810":1.5,"XIACY":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":0,"commentSize":2,"repostSize":2,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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港股异动 | 小米集团-W(01810)再跌超3% 较6月高点跌超三成 高盛称做空小米成对冲基金共识

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港股异动 | 小米集团-W(01810)再跌超3% 较6月高点跌超三成高盛称做空小米成对冲基金共识