心想我想的个人主页 - 老虎社区

心想我想

心想我想

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IP属地：湖南

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2022-04-21

$纳斯达克(.IXIC)$做空做空

2022-05-19

$特斯拉(TSLA)$垃圾股，滚出纳斯达克算了

2021-08-10

$纳斯达克(.IXIC)$做空美股的时候到了

2022-06-13

$纳斯达克(.IXIC)$拜登要下台了

2021-11-26

$小米集团-W(01810)$支持小米，只为了心中的信仰，十年后再来看，小米一定成功。

2022-07-13

$纳斯达克(.IXIC)$明天必跌，诱多出货

2022-05-10

$纳斯达克(.IXIC)$今晚又没了，睡觉吧

2022-05-05

$纳斯达克(.IXIC)$美国完了，大家快跑

2022-07-20

$特斯拉(TSLA)$今晚又怎么了，雄起啊

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市场的饱和与下降趋势，导致小米还面临着库存压力。今年2月，行业知名分析师郭明錤发布调查报告称，包括小米、三星在内的几乎所有安卓手机厂商，都面临着高库存的风险，其中小米的库存水平可能已达1","images":[{"img":"https://static.tigerbbs.com/4cc99569f0a9cb236c70a57253cd2e90","width":"1080","height":"720"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/651752343","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3937,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":628276429,"gmtCreate":1673315421961,"gmtModify":1673315424525,"author":{"id":"3513484889972157","authorId":"3513484889972157","name":"心想我想","avatar":"https://static.tigerbbs.com/e0b3cecbb8af3fd6a6b9d67b0506f4d1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3513484889972157","authorIdStr":"3513484889972157"},"themes":[],"htmlText":"相信小米，相信雷军，做国人的好产品","listText":"相信小米，相信雷军，做国人的好产品","text":"相信小米，相信雷军，做国人的好产品","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/628276429","repostId":"2302082743","repostType":2,"repost":{"id":"2302082743","kind":"news","pubTimestamp":1673226583,"share":"https://www.laohu8.com/m/news/2302082743?lang=zh_CN&edition=full","pubTime":"2023-01-09 09:09","market":"hk","language":"zh","title":"雷军的“最后一战”，时间不多了！","url":"https://stock-news.laohu8.com/highlight/detail?id=2302082743","media":"侃见财经","summary":"特斯拉的“降维”打击，深深“伤害”了每一个造车新势力。与此同时，小米首款车也有了新消息。在这个一步快步步快的时代，迟一年都有可能决定生死，因此，雷军押上荣誉的最后一战，并不只能停留在口号之上。对于雷军的信心满满，市场并未给予其正向的反馈。雷军的“最后一战”，胜算几何？对于小米还有雷军而言，留给他们的时间并不会特别多，也没有更多的容错率。","content":"<html><body><article><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的“降维”打击，深深“伤害”了每一个造车新势力。</p><p>面对特斯拉发起的价格战，造车新势力并没有选择跟牌，而是选择了集体沉默。沉默的背后是毛利率的巨大差距，代价是小鹏美股15.04%的跌幅、理想美股9.16%的跌幅、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>4.51%的跌幅……</p><p>以价格换销量是特斯拉的一贯手法，本次因为2022年销量未能达标以及今年的产能过剩以及需求疲软，特斯拉直接开启了大招模式。</p><p>Model 3后驱版降了3.6万；</p><p>Model Y长续航更是直降了4.8万元……</p><p>大幅的降价策略下，一切主打配置以及其他功能的噱头都成了鸡肋。</p><p>与造车新势力相比，特斯拉1月6日股价大幅低开并且高走，收盘上涨2.47%。当然，特斯拉的价格战并非一次就会结束，有媒体预测春节之前还会有一波降价。</p><p>与此同时，小米首款车也有了新消息。有媒体透露小米首款车为中型溜背式轿车，分为两个版本。内部讨论的方案有两个：</p><p>第一个版本定位在26万—30万区间；</p><p>第二个版本定位在35万元以上。</p><p>该媒体还透露小米还在研发第二款量产车，计划2025年推出。</p><img src=\"https://inews.gtimg.com/news_bt/OvrTaLZOESt_WU_NxYwg08bAa3XyAxN42yGzoLw3a7zTIAA/0\"/><p>从价格方面而言，小米汽车并无优势，价格基本上跟目前市场上造车新势力的定价重合。而且对比已经盈利的<a href=\"https://laohu8.com/S/002594\">比亚迪</a>和特斯拉，造车新势力均还在亏损的“泥潭”里挣扎。</p><p>换一个角度，雷军作为一个连续创业者，能够做出一家全球五百强企业已经非常之不容易了，连续做出两家影响全球的企业概率实际上非常之小。而且造车远比制造<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>手机要复杂得多，供应链也更长，小米似乎也没有搭建起来这样的供应链。</p><p>且造车属于重<span>资产</span>项目，将会消耗大量的资源。也就是说对于造车新势力，小米并不具备任何优势，甚至还要远远落后于造车新势力。</p><p>毕竟新能源已经进入到了完全竞争状态，量产和非量产之间鸿沟巨大，强如<a href=\"https://laohu8.com/S/AAPL\">苹果</a>这样的企业量产仍未可知，小米又何来勇气？</p><p>在这个一步快步步快的时代，迟一年都有可能决定生死，因此，雷军押上荣誉的最后一战，并不只能停留在口号之上。<strong>挑战苹果，一场高端化“困局”</strong></p><p>小米上市后，雷军的演讲多了很多，在以往的岁月里，他把很多梦想做成了现实，站在风口之上，他用实力证明了梦想的力量。</p><p>后来，雷军的梦想越来越大，也越来越敢想。</p><p>2021年12月28日，一场发布会上，雷军用一种坚定的口吻说道：“我们决定正式在产品和体验上旗帜鲜明地对标苹果，向苹果学习，在未来一段时间里一步步超越苹果。”</p><p>并且他给小米定了一个目标，手机销量三年成为全球第一。</p><p>对于雷军的信心满满，市场并未给予其正向的反馈。</p><p>段永平曾经说过，“不赚钱的生意，多少营业额也没有用。”</p><p>2022年，小米与苹果之间的差距越拉越大。12月11日，雷军携小米13系列交出了一份答卷——对标iPhone的答卷。</p><img src=\"https://inews.gtimg.com/news_bt/OWnQu6rmU9m7N4pc3PGskTHB-CASO_anycd-_riavdNncAA/0\"/><p>发布会现场，雷军表示：“回首过去三年，高端化深刻的影响着小米。并且深度改变着小米。”</p><p>他称，小米13系列是小米高端化战略三年探索期的答卷之作。</p><p>尽管雷军如此描述，但是一系列尝试背后，小米手机在出货量、产品均价、毛利率等方面差距依旧明显。</p><p>根据其财报显示，2022年前三季度营收、净利双降，其中<span>净利润</span>更是直接亏损了6.77亿，智能手机毛利率更是从12.8%下降到8.9%。更糟糕的是，全球消费电子市场不容乐观，根据市场第三方机构IDC的数据显示，三季度，全球智能手机出货量为3.02亿台，继续延续跌势，同比下滑8.8%，而小米则<span>出货</span>4020万台，同比下滑8.4%。</p><p>对于出货量的下滑，小米将因素归结到了外部环境以及全球供应链因素的影响，但是在高端化的战局当中，小米与苹果之间的差距并没有缩小。<strong>雷军的“最后一战”，胜算几何？</strong></p><p>对于造车，雷军曾经认真的解释过：“小米造车不是在追风口、赶潮流，而是因为智能电动汽车已经从‘机械产业’转变为‘信息产业’了，小米不做就会被淘汰。”</p><p>但对新能源汽车龙头特斯拉，雷军也曾发文称：“特斯拉比小米提前十多年进入电动汽车行业，有些人认为小米已经错过了进入电动汽车行业的时间窗口。对此，我不同意，比赛才刚刚开始，我认为小米还有很多机会。”</p><p>梦想的归梦想，商业的归商业。</p><p>不管雷军如何看好，鸡汤如何的熬，新能源行业已经开始从增量市场向存量市场转变，行业的竞争已经开始。且在造车领域，小米纯粹就是“<a href=\"https://laohu8.com/S/ABCD\">新生</a>”，而且从设计到量产，从量产到交付，从交付到起量每一步都是一个未知，能做好手机并不代表一定能做好汽车。</p><p>更为重要的是，造车是一个重资产项目，研发和落地之间差距巨大，并非研发投入越高，产品就一定越高级。</p><p>更为重要的是，产品的定位以及如何抢夺市场。</p><img src=\"https://inews.gtimg.com/news_bt/Oc6W76S_8c1f_6wI1FYs_aeEkyFbSLp0XV_vPNNjNf-6YAA/0\"/><p>当下，小米从宣布造车已经过去了600多天，汽车团队也已经扩大到了1700多人。尽管雷军一直强调小米做手机的经验，但是并不代表小米就完全能够挑战其他车企，对于小米而言，其需要解决的问题有三块：</p><p>第一，供应链的掌控问题。如果不能掌控供应链，那么对于成本的可控性就会变低，交付也很容易受到影响，这点造车新势力均领教过；</p><p>第二，代工或者是自建厂的问题。当下选择代工模式对车企本身的制约相当之大，品控问题也不容易解决。如果自建工厂，那么企业的负担就会加重，对于小米而言，企业盈利能力将会受到很大的影响，这对现有股东是不公平的，这点从小米疲软的股价就能感知一二。</p><p>第三，时间问题。当下小米汽车量产时间表依旧不是特别清晰，且市场品牌已经足够多了，小米很难和其他车企在价格以及性价比上拉开优势。更为重要的是，多家造车新势力已经量产，且得到了市场的认可，随着新能源汽车渗透率越来越高，小米汽车未来的空间也会越来越小。</p><p>光环不会一直存在，幸运之神也不会一直眷顾。对于小米还有雷军而言，留给他们的时间并不会特别多，也没有更多的容错率。因此，侃见财经并不认为小米造车就一定能够成功，在未来的变数当中，如果小米汽车不能在某些领域抢占先机，那么等待雷军的有可能就是他人生中最大的失败。</p></article></body></html>","source":"tencent","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\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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.h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n雷军的“最后一战”，时间不多了！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-09 09:09 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023010909463184028808&s=b><strong>侃见财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉的“降维”打击，深深“伤害”了每一个造车新势力。面对特斯拉发起的价格战，造车新势力并没有选择跟牌，而是选择了集体沉默。沉默的背后是毛利率的巨大差距，代价是小鹏美股15.04%的跌幅、理想美股9.16%的跌幅、蔚来4.51%的跌幅……以价格换销量是特斯拉的一贯手法，本次因为2022年销量未能达标以及今年的产能过剩以及需求疲软，特斯拉直接开启了大招模式。Model 3后驱版降了3.6万；...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023010909463184028808&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"01810":"小米集团-W","BK1575":"同股不同权","BK1607":"新IT概念","BK1589":"北水核心资产","BK1521":"挪威政府全球养老基金持仓","BK1193":"电脑硬件、储存设备及电脑周边","BK1523":"武汉本地概念股","BK1502":"双十一","BK1506":"5G概念"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023010909463184028808&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2302082743","content_text":"特斯拉的“降维”打击，深深“伤害”了每一个造车新势力。面对特斯拉发起的价格战，造车新势力并没有选择跟牌，而是选择了集体沉默。沉默的背后是毛利率的巨大差距，代价是小鹏美股15.04%的跌幅、理想美股9.16%的跌幅、蔚来4.51%的跌幅……以价格换销量是特斯拉的一贯手法，本次因为2022年销量未能达标以及今年的产能过剩以及需求疲软，特斯拉直接开启了大招模式。Model 3后驱版降了3.6万；Model Y长续航更是直降了4.8万元……大幅的降价策略下，一切主打配置以及其他功能的噱头都成了鸡肋。与造车新势力相比，特斯拉1月6日股价大幅低开并且高走，收盘上涨2.47%。当然，特斯拉的价格战并非一次就会结束，有媒体预测春节之前还会有一波降价。与此同时，小米首款车也有了新消息。有媒体透露小米首款车为中型溜背式轿车，分为两个版本。内部讨论的方案有两个：第一个版本定位在26万—30万区间；第二个版本定位在35万元以上。该媒体还透露小米还在研发第二款量产车，计划2025年推出。从价格方面而言，小米汽车并无优势，价格基本上跟目前市场上造车新势力的定价重合。而且对比已经盈利的比亚迪和特斯拉，造车新势力均还在亏损的“泥潭”里挣扎。换一个角度，雷军作为一个连续创业者，能够做出一家全球五百强企业已经非常之不容易了，连续做出两家影响全球的企业概率实际上非常之小。而且造车远比制造智能手机要复杂得多，供应链也更长，小米似乎也没有搭建起来这样的供应链。且造车属于重资产项目，将会消耗大量的资源。也就是说对于造车新势力，小米并不具备任何优势，甚至还要远远落后于造车新势力。毕竟新能源已经进入到了完全竞争状态，量产和非量产之间鸿沟巨大，强如苹果这样的企业量产仍未可知，小米又何来勇气？在这个一步快步步快的时代，迟一年都有可能决定生死，因此，雷军押上荣誉的最后一战，并不只能停留在口号之上。挑战苹果，一场高端化“困局”小米上市后，雷军的演讲多了很多，在以往的岁月里，他把很多梦想做成了现实，站在风口之上，他用实力证明了梦想的力量。后来，雷军的梦想越来越大，也越来越敢想。2021年12月28日，一场发布会上，雷军用一种坚定的口吻说道：“我们决定正式在产品和体验上旗帜鲜明地对标苹果，向苹果学习，在未来一段时间里一步步超越苹果。”并且他给小米定了一个目标，手机销量三年成为全球第一。对于雷军的信心满满，市场并未给予其正向的反馈。段永平曾经说过，“不赚钱的生意，多少营业额也没有用。”2022年，小米与苹果之间的差距越拉越大。12月11日，雷军携小米13系列交出了一份答卷——对标iPhone的答卷。发布会现场，雷军表示：“回首过去三年，高端化深刻的影响着小米。并且深度改变着小米。”他称，小米13系列是小米高端化战略三年探索期的答卷之作。尽管雷军如此描述，但是一系列尝试背后，小米手机在出货量、产品均价、毛利率等方面差距依旧明显。根据其财报显示，2022年前三季度营收、净利双降，其中净利润更是直接亏损了6.77亿，智能手机毛利率更是从12.8%下降到8.9%。更糟糕的是，全球消费电子市场不容乐观，根据市场第三方机构IDC的数据显示，三季度，全球智能手机出货量为3.02亿台，继续延续跌势，同比下滑8.8%，而小米则出货4020万台，同比下滑8.4%。对于出货量的下滑，小米将因素归结到了外部环境以及全球供应链因素的影响，但是在高端化的战局当中，小米与苹果之间的差距并没有缩小。雷军的“最后一战”，胜算几何？对于造车，雷军曾经认真的解释过：“小米造车不是在追风口、赶潮流，而是因为智能电动汽车已经从‘机械产业’转变为‘信息产业’了，小米不做就会被淘汰。”但对新能源汽车龙头特斯拉，雷军也曾发文称：“特斯拉比小米提前十多年进入电动汽车行业，有些人认为小米已经错过了进入电动汽车行业的时间窗口。对此，我不同意，比赛才刚刚开始，我认为小米还有很多机会。”梦想的归梦想，商业的归商业。不管雷军如何看好，鸡汤如何的熬，新能源行业已经开始从增量市场向存量市场转变，行业的竞争已经开始。且在造车领域，小米纯粹就是“新生”，而且从设计到量产，从量产到交付，从交付到起量每一步都是一个未知，能做好手机并不代表一定能做好汽车。更为重要的是，造车是一个重资产项目，研发和落地之间差距巨大，并非研发投入越高，产品就一定越高级。更为重要的是，产品的定位以及如何抢夺市场。当下，小米从宣布造车已经过去了600多天，汽车团队也已经扩大到了1700多人。尽管雷军一直强调小米做手机的经验，但是并不代表小米就完全能够挑战其他车企，对于小米而言，其需要解决的问题有三块：第一，供应链的掌控问题。如果不能掌控供应链，那么对于成本的可控性就会变低，交付也很容易受到影响，这点造车新势力均领教过；第二，代工或者是自建厂的问题。当下选择代工模式对车企本身的制约相当之大，品控问题也不容易解决。如果自建工厂，那么企业的负担就会加重，对于小米而言，企业盈利能力将会受到很大的影响，这对现有股东是不公平的，这点从小米疲软的股价就能感知一二。第三，时间问题。当下小米汽车量产时间表依旧不是特别清晰，且市场品牌已经足够多了，小米很难和其他车企在价格以及性价比上拉开优势。更为重要的是，多家造车新势力已经量产，且得到了市场的认可，随着新能源汽车渗透率越来越高，小米汽车未来的空间也会越来越小。光环不会一直存在，幸运之神也不会一直眷顾。对于小米还有雷军而言，留给他们的时间并不会特别多，也没有更多的容错率。因此，侃见财经并不认为小米造车就一定能够成功，在未来的变数当中，如果小米汽车不能在某些领域抢占先机，那么等待雷军的有可能就是他人生中最大的失败。","news_type":1,"symbols_score_info":{"01810":0.9}},"isVote":1,"tweetType":1,"viewCount":4559,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":628375738,"gmtCreate":1672926845724,"gmtModify":1672927955840,"author":{"id":"3513484889972157","authorId":"3513484889972157","name":"心想我想","avatar":"https://static.tigerbbs.com/e0b3cecbb8af3fd6a6b9d67b0506f4d1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3513484889972157","authorIdStr":"3513484889972157"},"themes":[],"htmlText":"<a 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18:34","market":"hk","language":"zh","title":"小米汽车外观曝光：酷似保时捷","url":"https://stock-news.laohu8.com/highlight/detail?id=1117533847","media":"华尔街见闻","summary":"此前，小米集团公关总经理王化称，小米汽车进展顺利。","content":"<html><head></head><body><p>小米科技园附近出现一辆测试车，外形酷似保时捷帕拉梅拉（Panamera），车顶配置一颗激光雷达。不少网友表示“果然首款车型不像Taycan”。此前，小米集团公关总经理王化称，小米汽车进展顺利。</p><p><img src=\"https://static.tigerbbs.com/301d8d2b296adcf99a38c04d16bf06d4\" tg-width=\"800\" tg-height=\"658\" width=\"100%\" height=\"auto\"/></p></body></html>","source":"live_wallstreetcn","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\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>小米汽车外观曝光：酷似保时捷</title>\n<style 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