小米二季报公布，符合你的预期吗？

刚刚，小米发布二季度财报。财报表现来看，二季度收入为1089.22亿元，高于预期的1083.25亿元；毛利216.09亿元，低于预期218.83亿元；调整后的净利润62.2亿元，略低于预期63.14亿元。 $小米集团-W(01810)$

分业务看，手机业务二季度收入为421.19亿元，略高于预期410.99亿元，毛利为35.99亿元，优于预期33.96亿元。汽车业务二季度收入为248.96亿元，略低于预期249.04亿元，毛利为47.92亿元，远低于预期52.50亿元。

分析师表示小米抢占手机市场的策略使其容易受到内存短缺的影响，但利润降幅小于预期，给予市场一定信心。后续仍需观察小米是否能够有效控制成本上涨。同时，小米向电动汽车的转型也进一步拖累其盈利。

小米集团2026年第二季度财报：净利润下降，营收1089亿元，股价上涨

小米集团2026年第二季度净利润为94.6亿元人民币，同比下降20.3%；调整后净利润为62.2亿元人民币，营收为1089.2亿元人民币，同比下降6.1%，环比增长9.9%。智能手机、IoT、互联网服务及智能电动汽车业务稳健发展，汽车交付量同比增长28.2%。研发投入达92亿元，同比增长18.9%。财报发布后，股价上涨超6%。

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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价值投资为王
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有喜有忧，市场反应倒是挺积极的

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