$小米集团-W(01_老虎社区_美港股上老虎

$小米集团-W(01810)$ Q4落地了，手机毛利被内存压到8.3%，好在汽车冲得快把坑填了。内存周期还得磨，今年就看OpenClaw带消费电子、模型收入、汽车超预期这三条线。风险是ASP上不去，补贴退坡后更卷。这个位置左侧买点防御一下还行。

小米财报整体超预期！能否提振股价大涨？

史上最强年报来了！小米集团2025全年营收4573亿、经调净利392亿，毛利首破千亿，智能电动汽车+AI创新业务收入破千亿，全年汽车盈利9亿！SU7/YU7销量飙升，手机稳住全球前三，IoT生态超10亿设备连接。面对三大压力——手机成本上行、汽车竞争加剧、AI投入加码——你怎么看小米股价？会继续持有、加仓还是短线调整？💬 来聊聊你的操作策略吧！

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微微流年
03-24
微微流年
左侧买没问题，但别指望马上反转

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