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@话题虎：40港元下挣扎！小米，2026年的第一个拐点在哪里？

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class=\"teditor-emoji\">[抠鼻]</span></p></blockquote><p>雷军在上周六的直播中，表示将小米2026年的交付目标提高到了55万辆（去年销量为41万辆）。结果市场并不买账，觉得销量目标太保守了，昨晚雷军直播回应称：行业竞争很激烈，自己对今天的小米汽车的要求就是脚踏实地，稳步向前。（ 但目前仍未抵消投资者对于产能过剩和需求疲软的担忧，去年 <a data-mention-id=\"01810\" class=\"teditor-mention\" data-mention-name=\"小米集团-W\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 累计涨幅仅14%。）</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/33bd228f10c3ba237404b5646dfd04d5\" tg-width=\"942\" tg-height=\"588\"></p><p></p><p>值得关注的是，7号雷军公布了新一代改版SU7开启小订，预计2026年4月上市，SU7新款，预售22.99万起，激光雷达全系标配，续航全面升级，外观内饰有所改动。花旗发表研究报告指出，<span class=\"color-mark\" style=\"color: rgb(22, 145, 121);\">SU7改款预售将带动小米订单增长，后续催化剂将会是SU7正式上市及YU7 GT推出市场。该行予小米目标价50港元，评级“买入”。</span>评论区似乎并不是很积极：<span class=\"color-mark\" style=\"color: rgb(22, 145, 121);\"><span class=\"teditor-emoji\">[正经]</span></span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a8fd33dd9425858b8421678da63a20d3\" tg-width=\"4590\" tg-height=\"3442\"></p><p></p><p>市场对这家公司保持谨慎，<span class=\"color-mark\" style=\"color: rgb(22, 145, 121);\">除了造车，还有对芯片供应问题的担心</span>，小米公司表示内存芯片短缺将对其核心智能手机业务造成影响，预测今年可能会出现供应短缺，最终推高手机售价的难题。2026年开年以来，小米股价仍然还在下跌通道里，从去年7月大概61港元的高点，到现在大概37左右，回撤近38%。短期反弹力度较弱。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4a66f5b27c4471fe38336d648e9d718d\" tg-width=\"1158\" tg-height=\"867\"></p><p><strong><span class=\"color-mark\" style=\"color: rgb(230, 126, 35);\">大家觉得小米下一个股价转折点会在哪里？小米后市，大家看多or看空？<span class=\"teditor-emoji\">[思考]</span></span></strong></p><p><strong>评论区分享你的观点或操作看法，一起赢取1000虎币奖励！</strong> <a data-mention-id=\"HSTECH\" class=\"teditor-mention\" data-mention-name=\"恒生科技指数\" href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$</a> </p></body></html>","htmlText":"<html><head></head><body><blockquote><p><strong>小米现在到处都是质疑的声音。</strong><span 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tg-height=\"3442\"></p><p></p><p>市场对这家公司保持谨慎，<span class=\"color-mark\" style=\"color: rgb(22, 145, 121);\">除了造车，还有对芯片供应问题的担心</span>，小米公司表示内存芯片短缺将对其核心智能手机业务造成影响，预测今年可能会出现供应短缺，最终推高手机售价的难题。2026年开年以来，小米股价仍然还在下跌通道里，从去年7月大概61港元的高点，到现在大概37左右，回撤近38%。短期反弹力度较弱。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4a66f5b27c4471fe38336d648e9d718d\" tg-width=\"1158\" tg-height=\"867\"></p><p><strong><span class=\"color-mark\" style=\"color: rgb(230, 126, 35);\">大家觉得小米下一个股价转折点会在哪里？小米后市，大家看多or看空？<span class=\"teditor-emoji\">[思考]</span></span></strong></p><p><strong>评论区分享你的观点或操作看法，一起赢取1000虎币奖励！</strong> <a data-mention-id=\"HSTECH\" class=\"teditor-mention\" data-mention-name=\"恒生科技指数\" href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$</a> </p></body></html>","text":"小米现在到处都是质疑的声音。[抠鼻] 雷军在上周六的直播中，表示将小米2026年的交付目标提高到了55万辆（去年销量为41万辆）。结果市场并不买账，觉得销量目标太保守了，昨晚雷军直播回应称：行业竞争很激烈，自己对今天的小米汽车的要求就是脚踏实地，稳步向前。（ 但目前仍未抵消投资者对于产能过剩和需求疲软的担忧，去年 $小米集团-W(01810)$ 累计涨幅仅14%。） 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