Paul_ZL自由
2025-03-18
市盈率已经70倍了,超级扯淡
小米一年多以来累计上涨300% 股价消化“近乎完美的执行能力”
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Management的基金经理Bing Yuan称。她表示,电动汽车业务的业绩应该不会有太大惊喜,但在价格上涨推动下,智能手机业绩可能会表现强劲。</p><p cms-hidden=\"true\" cms-style=\"font-L\">Yuan表示,小米计划于夏季推出类似<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的YU7车型,这将是对小米扩大生产规模以满足需求能力的一个“严峻考验”。</p><p cms-hidden=\"true\" cms-style=\"font-L\">对于小米的亿万富豪创始人雷军领导的耗资100亿美元的电动汽车事业来说,SUV将是一个里程碑。随着大型车辆在中国越来越受欢迎。投资者将密切关注这款5米长纯电动SUV的规格和定价。</p><p cms-hidden=\"true\" cms-style=\"font-L\">首要问题是小米能够以多快的速度提高产能,分析师调查显示消费者等待交货的时间将超过7个月。该公司曾表示计划今年实现30万辆的交付目标。3月早些时候,雷军告诉当地媒体称,第一焦点问题是减少等待时间。</p><p cms-hidden=\"true\" cms-style=\"font-L\">随着3月18日业绩公布,该股近期将面临挑战。市场普遍预期第四季度销售增长43%,为三年来最高。今年对12个月远期每股收益的平均预期上升了18%。编辑/陈佳靖</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读,尽在新浪财经APP</div>\n</div>\n</div></body></html>","source":"sina","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\" 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href=https://finance.sina.com.cn/roll/2025-03-15/doc-inepsvux6101682.shtml><strong>商业周刊</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>小米上市一年多一点的时间里股价已经上涨了三倍多,已成为中国最昂贵的科技股之一,其即将发布的业绩和电动SUV发布的重要性不言而喻。这支在香港上市的股票预期市盈率为38倍,大约是腾讯的两倍,甚至高于苹果等美国巨头。小米股价已从2024年2月的低点飙升约340%,市值增加逾1300亿美元。该公司在拥挤的中国电动汽车市场复制了其在智能手机上的成功,赢得了投资者青睐。现在该公司需要证明其股价表现是合情合理的...</p>\n\n<a href=\"https://finance.sina.com.cn/roll/2025-03-15/doc-inepsvux6101682.shtml\">网页链接</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","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU0499858438.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) INC","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","BK1523":"武汉本地概念股","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","LU1956131251.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\"MD (USD) INC","LU0918141705.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AM\" 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\"A\" (USD) ACC","LU2399975544.HKD":"ALLIANZ ALL CHINA EQUITY \"AT\" (HKD) ACC","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU0918141887.USD":"安联亚洲实际收益股票基金"},"source_url":"https://finance.sina.com.cn/roll/2025-03-15/doc-inepsvux6101682.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2519434365","content_text":"小米上市一年多一点的时间里股价已经上涨了三倍多,已成为中国最昂贵的科技股之一,其即将发布的业绩和电动SUV发布的重要性不言而喻。这支在香港上市的股票预期市盈率为38倍,大约是腾讯的两倍,甚至高于苹果等美国巨头。小米股价已从2024年2月的低点飙升约340%,市值增加逾1300亿美元。该公司在拥挤的中国电动汽车市场复制了其在智能手机上的成功,赢得了投资者青睐。现在该公司需要证明其股价表现是合情合理的,因为市场对其执行远大增长计划和维持销售轨迹的能力持谨慎态度。“目前的估值正接近近乎完美执行的价格水平。”Edmond de Rothschild Asset Management的基金经理Bing Yuan称。她表示,电动汽车业务的业绩应该不会有太大惊喜,但在价格上涨推动下,智能手机业绩可能会表现强劲。Yuan表示,小米计划于夏季推出类似特斯拉的YU7车型,这将是对小米扩大生产规模以满足需求能力的一个“严峻考验”。对于小米的亿万富豪创始人雷军领导的耗资100亿美元的电动汽车事业来说,SUV将是一个里程碑。随着大型车辆在中国越来越受欢迎。投资者将密切关注这款5米长纯电动SUV的规格和定价。首要问题是小米能够以多快的速度提高产能,分析师调查显示消费者等待交货的时间将超过7个月。该公司曾表示计划今年实现30万辆的交付目标。3月早些时候,雷军告诉当地媒体称,第一焦点问题是减少等待时间。随着3月18日业绩公布,该股近期将面临挑战。市场普遍预期第四季度销售增长43%,为三年来最高。今年对12个月远期每股收益的平均预期上升了18%。编辑/陈佳靖\n\n\n海量资讯、精准解读,尽在新浪财经APP","news_type":1,"symbols_score_info":{"81810":0.6,"HXXD.SI":0.6,"XIACY":0.6,"01810":1}},"isVote":1,"tweetType":1,"viewCount":688,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":25,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/414684103647528"}
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