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吸金八爪

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11-25

人家Google都出了gemini，meta刚刚决定买哪家的芯片。这个差别有点大啊如果后续还有更好的模型，meta是不是还要换供应商？！不看好小扎

Meta计划斥资数十亿美元购谷歌TPU，谷歌盘后涨超2%，英伟达跌超2%

11-12

怎么对小米公司，一直不够信心。

小米发布2025年双11战报，全渠道累计支付金额破290亿元

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/GOOG\">谷歌</a>盘后涨超2%，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>跌超2%，此前消息称<a href=\"https://laohu8.com/S/META\">Meta Platforms</a>据悉正考虑斥资数十亿美元购买<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>的TPU，包括用于Meta的数据中心建设。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e48e10eb1c058f24f21d12cb349d62f1\" title=\"\" tg-width=\"449\" tg-height=\"125\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5546e6a1e61039ce5b4b53b5027c513d","relate_stocks":{"LU0061474960.USD":"天利环球焦点基金AU Acc","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU2317271919.USD":"BGF FUTURE CONSUMER \"A2\" (USD) ACC","LU1821325948.USD":"NINETY ONE GSF GLOBAL MACRO ALLOCATION \"A\" (USD) 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10:19","market":"hk","language":"zh","title":"小米发布2025年双11战报，全渠道累计支付金额破290亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=1170317422","media":"老虎资讯综合","summary":"11月12日，$小米集团-W$涨近4%！小米发布2025年双11战报，截至11月11日23:59:59，全渠道累计支付金额破290亿元。据了解，今年双11，小米号称让利20亿，单品最高立省4000元，活动产品涵盖手机、数码、家电等各种品类。国盛证券近期研报指出，小米手机产品结构的持续优化或对手机毛利率带来正向贡献。但考虑到全球存储芯片市场迎来涨价潮，成本端压力加大，该行预计公司Q3和Q4手机毛利率将维持在11%左右。","content":"<html><head></head><body><p>11月12日，<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>涨近4%！小米发布2025年双11战报，全渠道累计支付金额破290亿元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2a9271164aed9e38bf1b9eeca87a94ba\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>小米发布2025年双11战报，截至11月11日23:59:59，全渠道累计支付金额破290亿元。据了解，今年双11，小米号称让利20亿，单品最高立省4000元，活动产品涵盖手机、数码、家电等各种品类。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df5acdf6058f22b1b4e0fe0623a3c0ff\" tg-width=\"690\" tg-height=\"920\"/></p><p style=\"text-align: justify;\">国盛证券近期研报指出，小米手机产品结构的持续优化或对手机毛利率带来正向贡献。但考虑到全球存储芯片市场迎来涨价潮，成本端压力加大，该行预计公司Q3和Q4手机毛利率将维持在11%左右。此外，该行认为，虽然国补降低可能对家电赛道增长造成一定的影响，但凭借产品品质优势与供应链管控能力，小米在IoT领域的综合竞争力有望保持稳健。</p></body></html>","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>小米发布2025年双11战报，全渠道累计支付金额破290亿元</title>\n<style 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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小米发布2025年双11战报，全渠道累计支付金额破290亿元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-11-12 10:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>11月12日，<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>涨近4%！小米发布2025年双11战报，全渠道累计支付金额破290亿元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2a9271164aed9e38bf1b9eeca87a94ba\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>小米发布2025年双11战报，截至11月11日23:59:59，全渠道累计支付金额破290亿元。据了解，今年双11，小米号称让利20亿，单品最高立省4000元，活动产品涵盖手机、数码、家电等各种品类。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df5acdf6058f22b1b4e0fe0623a3c0ff\" tg-width=\"690\" tg-height=\"920\"/></p><p style=\"text-align: justify;\">国盛证券近期研报指出，小米手机产品结构的持续优化或对手机毛利率带来正向贡献。但考虑到全球存储芯片市场迎来涨价潮，成本端压力加大，该行预计公司Q3和Q4手机毛利率将维持在11%左右。此外，该行认为，虽然国补降低可能对家电赛道增长造成一定的影响，但凭借产品品质优势与供应链管控能力，小米在IoT领域的综合竞争力有望保持稳健。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/99b330c7a5fe2b62c4d008bd67f85ddd","relate_stocks":{"81810":"小米集团-WR","HXXD.SI":"Xiaomi HK SDR 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这个差别有点大啊 如果后续还有更好的模型，meta是不是还要换供应商？！ 不看好小扎","listText":"人家Google都出了gemini，meta刚刚决定买哪家的芯片。 这个差别有点大啊 如果后续还有更好的模型，meta是不是还要换供应商？！ 不看好小扎","text":"人家Google都出了gemini，meta刚刚决定买哪家的芯片。 这个差别有点大啊 如果后续还有更好的模型，meta是不是还要换供应商？！ 不看好小扎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/503825021038816","repostId":"1121387080","repostType":2,"repost":{"id":"1121387080","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1764026076,"share":"https://www.laohu8.com/m/news/1121387080?lang=&edition=full","pubTime":"2025-11-25 07:14","market":"us","language":"zh","title":"Meta计划斥资数十亿美元购谷歌TPU，谷歌盘后涨超2%，英伟达跌超2%","url":"https://stock-news.laohu8.com/highlight/detail?id=1121387080","media":"老虎资讯综合","summary":"11月25题，谷歌盘后涨超2%，英伟达跌超2%，此前消息称Meta Platforms据悉正考虑斥资数十亿美元购买谷歌的TPU，包括用于Meta的数据中心建设。","content":"<html><head></head><body><p>11月25日，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>盘后涨超2%，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>跌超2%，此前消息称<a href=\"https://laohu8.com/S/META\">Meta Platforms</a>据悉正考虑斥资数十亿美元购买<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>的TPU，包括用于Meta的数据中心建设。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e48e10eb1c058f24f21d12cb349d62f1\" title=\"\" tg-width=\"449\" tg-height=\"125\"/></p><p></p></body></html>","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>Meta计划斥资数十亿美元购谷歌TPU，谷歌盘后涨超2%，英伟达跌超2%</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .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\">\nMeta计划斥资数十亿美元购谷歌TPU，谷歌盘后涨超2%，英伟达跌超2%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-11-25 07:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>11月25日，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>盘后涨超2%，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>跌超2%，此前消息称<a href=\"https://laohu8.com/S/META\">Meta Platforms</a>据悉正考虑斥资数十亿美元购买<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>的TPU，包括用于Meta的数据中心建设。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e48e10eb1c058f24f21d12cb349d62f1\" title=\"\" tg-width=\"449\" tg-height=\"125\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5546e6a1e61039ce5b4b53b5027c513d","relate_stocks":{"LU0061474960.USD":"天利环球焦点基金AU Acc","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU2317271919.USD":"BGF FUTURE CONSUMER \"A2\" (USD) ACC","LU1821325948.USD":"NINETY ONE GSF GLOBAL MACRO ALLOCATION \"A\" (USD) 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10:19","market":"hk","language":"zh","title":"小米发布2025年双11战报，全渠道累计支付金额破290亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=1170317422","media":"老虎资讯综合","summary":"11月12日，$小米集团-W$涨近4%！小米发布2025年双11战报，截至11月11日23:59:59，全渠道累计支付金额破290亿元。据了解，今年双11，小米号称让利20亿，单品最高立省4000元，活动产品涵盖手机、数码、家电等各种品类。国盛证券近期研报指出，小米手机产品结构的持续优化或对手机毛利率带来正向贡献。但考虑到全球存储芯片市场迎来涨价潮，成本端压力加大，该行预计公司Q3和Q4手机毛利率将维持在11%左右。","content":"<html><head></head><body><p>11月12日，<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>涨近4%！小米发布2025年双11战报，全渠道累计支付金额破290亿元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2a9271164aed9e38bf1b9eeca87a94ba\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>小米发布2025年双11战报，截至11月11日23:59:59，全渠道累计支付金额破290亿元。据了解，今年双11，小米号称让利20亿，单品最高立省4000元，活动产品涵盖手机、数码、家电等各种品类。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df5acdf6058f22b1b4e0fe0623a3c0ff\" tg-width=\"690\" tg-height=\"920\"/></p><p style=\"text-align: justify;\">国盛证券近期研报指出，小米手机产品结构的持续优化或对手机毛利率带来正向贡献。但考虑到全球存储芯片市场迎来涨价潮，成本端压力加大，该行预计公司Q3和Q4手机毛利率将维持在11%左右。此外，该行认为，虽然国补降低可能对家电赛道增长造成一定的影响，但凭借产品品质优势与供应链管控能力，小米在IoT领域的综合竞争力有望保持稳健。</p></body></html>","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>小米发布2025年双11战报，全渠道累计支付金额破290亿元</title>\n<style 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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小米发布2025年双11战报，全渠道累计支付金额破290亿元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-11-12 10:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>11月12日，<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>涨近4%！小米发布2025年双11战报，全渠道累计支付金额破290亿元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2a9271164aed9e38bf1b9eeca87a94ba\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>小米发布2025年双11战报，截至11月11日23:59:59，全渠道累计支付金额破290亿元。据了解，今年双11，小米号称让利20亿，单品最高立省4000元，活动产品涵盖手机、数码、家电等各种品类。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df5acdf6058f22b1b4e0fe0623a3c0ff\" tg-width=\"690\" tg-height=\"920\"/></p><p style=\"text-align: justify;\">国盛证券近期研报指出，小米手机产品结构的持续优化或对手机毛利率带来正向贡献。但考虑到全球存储芯片市场迎来涨价潮，成本端压力加大，该行预计公司Q3和Q4手机毛利率将维持在11%左右。此外，该行认为，虽然国补降低可能对家电赛道增长造成一定的影响，但凭借产品品质优势与供应链管控能力，小米在IoT领域的综合竞争力有望保持稳健。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/99b330c7a5fe2b62c4d008bd67f85ddd","relate_stocks":{"81810":"小米集团-WR","HXXD.SI":"Xiaomi HK SDR 2to1","XIACY":"小米集团ADR","01810":"小米集团-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170317422","content_text":"11月12日，小米集团-W涨近4%！小米发布2025年双11战报，全渠道累计支付金额破290亿元。小米发布2025年双11战报，截至11月11日23:59:59，全渠道累计支付金额破290亿元。据了解，今年双11，小米号称让利20亿，单品最高立省4000元，活动产品涵盖手机、数码、家电等各种品类。国盛证券近期研报指出，小米手机产品结构的持续优化或对手机毛利率带来正向贡献。但考虑到全球存储芯片市场迎来涨价潮，成本端压力加大，该行预计公司Q3和Q4手机毛利率将维持在11%左右。此外，该行认为，虽然国补降低可能对家电赛道增长造成一定的影响，但凭借产品品质优势与供应链管控能力，小米在IoT领域的综合竞争力有望保持稳健。","news_type":1,"symbols_score_info":{"81810":0.6,"XIACY":1,"HXXD.SI":0.6,"MIUmain":0.9,"01810":1}},"isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}