公开质疑小米引热议！私募大佬深夜回应

滚动播报04-04

来源：中国基金报　　【导读】百亿元级私募日斗投资创始人王文点评小米引发关注　　见习记者秦宁蔚　　小米集团-W近期股价持续下探，较2025年年中高点已“腰斩”，百亿元级私募创始人公开质疑其业务布局，引发市场对公司发展战略与港股科技板块走势的关注。　　4月2日，小米集团-W股价刷新2025年以来新低，收盘价不足31港元/股，较去年年中高位跌幅达50%。　　百亿元级私募日斗投资创始人、董事长...

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Private Equity Boss Responds Late at Night","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/c713cfcad1e8087d900bd2d6796162ae","symbols_score_info":{"81810":0.6,"XIACY":1.95,"01810":1.95,"HXXD.SI":0.6},"content_text":"来源：中国基金报\n　　【导读】百亿元级私募日斗投资创始人王文点评小米引发关注\n　　见习记者 秦宁蔚\n　　小米集团-W近期股价持续下探，较2025年年中高点已“腰斩”，百亿元级私募创始人公开质疑其业务布局，引发市场对公司发展战略与港股科技板块走势的关注。\n　　4月2日，小米集团-W股价刷新2025年以来新低，收盘价不足31港元/股，较去年年中高位跌幅达50%。\n　　百亿元级私募日斗投资创始人、董事长王文（微博名：股道热肠也）4月1日、2日连续在微博公开表达对小米的质疑。他指出，小米涉足多个行业，但鲜有领域跻身行业前三；在现有业务尚未做精做强之际，又转向AI、机器人等热门赛道，怀疑小米缺乏清晰长期规划，存在追热点倾向。他强调，企业需打造核心竞争力，否则长期发展缺乏支撑。\n\n\n　　4月4日凌晨，王文通过个人微博紧急回应，对相关观点作出补充说明：“我经常胡说八道，大家不要当回事儿，小米是很优秀的公司！不过，力出一孔，利出一孔，主业不集中，不是我的菜！”\n\n　　面对市场环境变化，小米持续加大前沿技术投入。3月30日，雷军宣布，2026年小米在AI领域研发及资本开支达160亿元，并启动AI人才专项招聘，开放顶尖人才、校园招聘、实习三大赛道，强化AI领域人才储备。\n　　校对：纪元\n　　制作：舰长\n　　审核：木鱼\n\n\n\n　　版权声明\n　　《中国基金报》对本平台所刊载的原创内容享有著作权，未经授权禁止转载，否则将追究法律责任。\n　　授权转载合作联系人：于先生（电话：0755-82468670）\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：石秀珍 SF183","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"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":"4.42.0","shortVersion":"4.42.0","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/2624759699","isCrawlerRequest":true}