高盛：小米集团-W(01810)新款SU7开售首34分钟订单达1.5万张评级“买入”

智通财经03-20

智通财经APP获悉，高盛发布研报称，维持对小米集团-W(01810)的“买入”评级，基于SOTP估值法，目标价41港元。小米于昨日(19日)正式推出SU7系列新款改款车型，标准版、Pro版及Max版定价分别为21.99万元、24.99万元及30.39万元人民币(下同)。尽管在动力性能、底盘控制、续航、智能座舱、辅助驾驶等方面全面升级，售价仅较第一代车型高出4,000元。新款SU7开售34分钟内，...

网页链接

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。

精彩评论

巴韭菜
03-20
巴韭菜
可怜的高盛，完全不懂国内公司

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2620200746?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-03-20 14:52","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2620200746","market":"us","top_or_hot":-1,"title":"高盛：小米集团-W(01810)新款SU7开售首34分钟订单达1.5万张 评级“买入”","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，高盛发布研报称，维持对小米集团-W(01810)的“买入”评级，基于SOTP估值法，目标价41港元。小米于昨日(19日)正式推出SU7系列新款改款车型，标准版、Pro版及Max版定价分别为21.99万元、24.99万元及30.39万元人民币(下同)。尽管在动力性能、底盘控制、续航、智能座舱、辅助驾驶等方面全面升级，售价仅较第一代车型高出4,000元。新款SU7开售34分钟内，...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1416473.html\">网页链接</a>\n\n</div>\n","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)新款SU7开售首34分钟订单达1.5万张 评级“买入”</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)新款SU7开售首34分钟订单达1.5万张 评级“买入”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-20 14:52 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1416473.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，高盛发布研报称，维持对小米集团-W(01810)的“买入”评级，基于SOTP估值法，目标价41港元。小米于昨日(19日)正式推出SU7系列新款改款车型，标准版、Pro版及Max版定价分别为21.99万元、24.99万元及30.39万元人民币(下同)。尽管在动力性能、底盘控制、续航、智能座舱、辅助驾驶等方面全面升级，售价仅较第一代车型高出4,000元。新款SU7开售34分钟内，...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1416473.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"FT_SY_MIU","symbol_name":"小米集团","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1416473.html","article_id":"2620200746","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2620200746","pubTimestamp":1773989555,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，高盛发布研报称，维持对小米集团-W的“买入”评级，基于SOTP估值法，目标价41港元。小米于昨日正式推出SU7系列新款改款车型，标准版、Pro版及Max版定价分别为21.99万元、24.99万元及30.39万元人民币(下同)。新款SU7开售34分钟内，确认订单已达1.5万张，表现强劲。Max版提供的升级消费权益总值较高，有助在初始销售期提高订单贡献。在人工智能方面，小米宣布未来三年将投资600亿元人民币于AI领域，2026年计划投入160亿元人民币。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":["rate"],"viewcount":null,"language":"zh","relate_stocks":{"01810":"小米集团-W"},"translate_title":"Goldman Sachs: Xiaomi Group-W (01810) New SU7 Reaches 15,000 Orders in First 34 Minutes of Sale Rating \"Buy\"","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MIUmain":1.5,"01810":1.5},"content_text":"智通财经APP获悉，高盛发布研报称，维持对小米集团-W(01810)的“买入”评级，基于SOTP估值法，目标价41港元。小米于昨日(19日)正式推出SU7系列新款改款车型，标准版、Pro版及Max版定价分别为21.99万元、24.99万元及30.39万元人民币(下同)。尽管在动力性能、底盘控制、续航、智能座舱、辅助驾驶等方面全面升级，售价仅较第一代车型高出4,000元。新款SU7开售34分钟内，确认订单已达1.5万张，表现强劲。该行认为，由于消费者对交付时间有更稳定的预期，加上小米产能扩张及优化交付政策，今次订单动能将不会出现如YU7车型般的极端初期高峰，订单量将更为稳定。新款SU7标准版及Pro版的性价比及配置显著提升，预期Pro版在初始销售期后有机会成为最畅销型号。Max版提供的升级消费权益总值较高，有助在初始销售期提高订单贡献。展望未来，高盛预期小米将于2026年中左右正式推出YU7 GT车型，第三款车型(全尺寸增程电动SUV)可能于第三季末推出，今年每隔约2至3个月便有新款或改款车型推出，有助维持品牌热度及消费者对小米电动车的兴趣。在人工智能方面，小米宣布未来三年将投资600亿元人民币于AI领域，2026年计划投入160亿元人民币。凭借其领先的多模态AI能力及“人车家”生态系统中的丰富代理场景，相信小米能把握全球AI模型行业的巨大市场机遇。","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":"productRelease","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[{"id":544692578291720,"gmtCreate":1773990918897,"gmtModify":1773994674874,"author":{"id":"3474629942203619","authorId":"3474629942203619","name":"巴韭菜","avatar":"https://static.tigerbbs.com/460c5aa5f4d69cabf6df1cae4540c348","vip":1,"crmLevel":4,"crmLevelSwitch":0,"wearingBadges":[],"authorIdStr":"3474629942203619","idStr":"3474629942203619"},"htmlText":"可怜的高盛，完全不懂国内公司","listText":"可怜的高盛，完全不懂国内公司","text":"可怜的高盛，完全不懂国内公司","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/544692578291720","repostId":2620200746,"repostType":2,"repost":{"id":"2620200746","kind":"news","pubTimestamp":1773989555,"share":"https://www.laohu8.com/m/news/2620200746?lang=zh_CN&edition=full","pubTime":"2026-03-20 14:52","market":"us","language":"zh","title":"高盛：小米集团-W(01810)新款SU7开售首34分钟订单达1.5万张 评级“买入”","url":"https://stock-news.laohu8.com/highlight/detail?id=2620200746","media":"智通财经","summary":"智通财经APP获悉，高盛发布研报称，维持对小米集团-W的“买入”评级，基于SOTP估值法，目标价41港元。小米于昨日正式推出SU7系列新款改款车型，标准版、Pro版及Max版定价分别为21.99万元、24.99万元及30.39万元人民币(下同)。新款SU7开售34分钟内，确认订单已达1.5万张，表现强劲。Max版提供的升级消费权益总值较高，有助在初始销售期提高订单贡献。在人工智能方面，小米宣布未来三年将投资600亿元人民币于AI领域，2026年计划投入160亿元人民币。","content":"<html><body><p>智通财经APP获悉，<a href=\"https://laohu8.com/S/GS\">高盛</a>发布研报称，维持对<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>(01810)的“买入”评级，基于SOTP估值法，目标价41港元。<a href=\"https://laohu8.com/S/XIACY\">小米</a>于昨日(19日)正式推出SU7系列新款改款车型，标准版、Pro版及Max版定价分别为21.99万元、24.99万元及30.39万元人民币(下同)。尽管在动力性能、底盘控制、续航、智能座舱、辅助驾驶等方面全面升级，售价仅较第一代车型高出4,000元。新款SU7开售34分钟内，确认订单已达1.5万张，表现强劲。</p><p>该行认为，由于消费者对交付时间有更稳定的预期，加上<a href=\"https://laohu8.com/S/81810\">小米</a>产能扩张及优化交付政策，今次订单动能将不会出现如YU7车型般的极端初期高峰，订单量将更为稳定。新款SU7标准版及Pro版的性价比及配置显著提升，预期Pro版在初始销售期后有机会成为最畅销型号。Max版提供的升级消费权益总值较高，有助在初始销售期提高订单贡献。</p><p>展望未来，高盛预期小米将于2026年中左右正式推出YU7 GT车型，第三款车型(全尺寸增程电动SUV)可能于第三季末推出，今年每隔约2至3个月便有新款或改款车型推出，有助维持品牌热度及消费者对小米电动车的兴趣。在人工智能方面，小米宣布未来三年将投资600亿元人民币于AI领域，2026年计划投入160亿元人民币。凭借其领先的多模态AI能力及“人车家”生态系统中的丰富代理场景，相信小米能把握全球AI模型行业的巨大市场机遇。</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)新款SU7开售首34分钟订单达1.5万张 评级“买入”</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)新款SU7开售首34分钟订单达1.5万张 评级“买入”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-20 14:52 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1416473.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，高盛发布研报称，维持对小米集团-W(01810)的“买入”评级，基于SOTP估值法，目标价41港元。小米于昨日(19日)正式推出SU7系列新款改款车型，标准版、Pro版及Max版定价分别为21.99万元、24.99万元及30.39万元人民币(下同)。尽管在动力性能、底盘控制、续航、智能座舱、辅助驾驶等方面全面升级，售价仅较第一代车型高出4,000元。新款SU7开售34分钟内，...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1416473.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"01810":"小米集团-W"},"source_url":"http://www.zhitongcaijing.com/content/detail/1416473.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2620200746","content_text":"智通财经APP获悉，高盛发布研报称，维持对小米集团-W(01810)的“买入”评级，基于SOTP估值法，目标价41港元。小米于昨日(19日)正式推出SU7系列新款改款车型，标准版、Pro版及Max版定价分别为21.99万元、24.99万元及30.39万元人民币(下同)。尽管在动力性能、底盘控制、续航、智能座舱、辅助驾驶等方面全面升级，售价仅较第一代车型高出4,000元。新款SU7开售34分钟内，确认订单已达1.5万张，表现强劲。该行认为，由于消费者对交付时间有更稳定的预期，加上小米产能扩张及优化交付政策，今次订单动能将不会出现如YU7车型般的极端初期高峰，订单量将更为稳定。新款SU7标准版及Pro版的性价比及配置显著提升，预期Pro版在初始销售期后有机会成为最畅销型号。Max版提供的升级消费权益总值较高，有助在初始销售期提高订单贡献。展望未来，高盛预期小米将于2026年中左右正式推出YU7 GT车型，第三款车型(全尺寸增程电动SUV)可能于第三季末推出，今年每隔约2至3个月便有新款或改款车型推出，有助维持品牌热度及消费者对小米电动车的兴趣。在人工智能方面，小米宣布未来三年将投资600亿元人民币于AI领域，2026年计划投入160亿元人民币。凭借其领先的多模态AI能力及“人车家”生态系统中的丰富代理场景，相信小米能把握全球AI模型行业的巨大市场机遇。","news_type":1,"symbols_score_info":{"MIUmain":1.5,"01810":1.5}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.1","shortVersion":"4.42.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2620200746","isCrawlerRequest":true}

高盛：小米集团-W(01810)新款SU7开售首34分钟订单达1.5万张 评级“买入”

精彩评论

高盛：小米集团-W(01810)新款SU7开售首34分钟订单达1.5万张评级“买入”