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17:00","market":"hk","language":"zh","title":"泡泡玛特市值蒸发百亿美金，“后浪茅台”还能浪多久？","url":"https://stock-news.laohu8.com/highlight/detail?id=1107531416","media":"节点财经","summary":"过去一个月，盲盒“印钞机”泡泡玛特（POP MART）市值蒸发了百亿美元，究竟是价值回归还是红利不再?\n根据3月26日公司公布的2020财年年度报告，2020年泡泡玛特营收为25.1亿元，同比增长49","content":"<p>过去一个月，盲盒“印钞机”泡泡玛特（POP MART）市值蒸发了百亿美元，究竟是价值回归还是红利不再?</p>\n<p>根据3月26日公司公布的2020财年年度报告，2020年泡泡玛特营收为25.1亿元，同比增长49.3%，经调整净利润达到5.9亿元。全年共售出了超5000万件潮流玩具。</p>\n<p>但这依然无法阻挡公司股价的下跌趋势。从2 月 17 日泡泡玛特股价创出 107港元历史高峰后，其股价就一路震荡下跌。截至4月1日的股价为64.55港元，总市值为905亿港元。</p>\n<p>这家公司究竟怎么了？</p>\n<p><b>/ 01 /</b> <b>印钞机效应或难持续</b></p>\n<p>泡泡玛特成立于2010年，发展初期参考了香港潮玩超市LOG-ON的模式，主要销售新奇、有趣的文创产品、玩具和杂货等。随后，公司逐步转型成自主开发IP产品，目前IP品牌收入占比超八成。</p>\n<p>上市前3年，这家潮流百货零售品牌借助多元的IP品牌和盲盒等销售模式赚得盆满钵满。</p>\n<p>2019年，按零售价值计算，泡泡玛特是中国最大的潮流玩具品牌，市场份额为8.5%。招股书显示，2017年到2019年，其营收分别为1.58亿元、5.14亿元和16.83亿元，2018和2019年其营收分别同比增长225%和227%。公司3年内营收翻了10倍。</p>\n<p>期间，公司的净利润分别为156万元、9952万元和4.51亿元，3年内净利润翻了289倍，实现爆发式增长。如此迅猛的业绩增长，让其从一度小众的潮玩市场逐步进入大众视野，被称为“后浪们的茅台”。</p>\n<p>到2020年，公司的营收依然在增长，但相比此前超过200%的年度营收增速明显放缓。公司调整后净利润为5.9亿元，同比增长25.9%，相比3年翻289倍的情况同样难比。</p>\n<p><img src=\"https://static.tigerbbs.com/bc13564b04fb0b50377f2f2a79dfcce8\" tg-width=\"1080\" tg-height=\"743\" referrerpolicy=\"no-referrer\"></p>\n<p><b>图源：泡泡玛特财报</b></p>\n<p><b>不过，公司该季度的财报也并非没有亮点。比如，公司此前过于依赖头部IP、收入结构过于集中的情况出现一定好转。</b></p>\n<p>此前，泡泡玛特创始人王宁曾指出，泡泡玛特的成功并非仅仅得益于盲盒，而是因为其形成了平台化的生态闭环，这个生态包括上游设计端的IP生产、中游销售渠道等供应链体系的建设，以及下游的潮玩文化社区等。</p>\n<p><b>公司的销售额增长，一方面是依靠对多元零售渠道的覆盖，另一方面是依托盲盒等商业玩法。</b></p>\n<p>财报显示，2020年泡泡玛特此前最重要的IP Molly 销售收入从前一年的4.56亿元下降至3.57亿元，同比下滑两成。与此同时，其另一IP Dimoo 营收从1亿元增加至3.15 亿；2019年新开发的IP品牌 SKULLPANDA也实现了3907万元的收入。</p>\n<p><b>/ 02 /</b> <b>费用支出攀升，毛利率下降</b></p>\n<p>具体来看，过去一年泡泡玛特的经营业绩放缓主要在于费用支出大增。</p>\n<p>过去几年，泡泡玛特的营收渠道主要包括线下零售店、线上渠道、机器人商店以及批发四类。公司近几年营收的快速增长和线下门店的快速扩张有关。</p>\n<p>数据显示，2017年到2019年，其线下零售店分别有32家、63家和114家；机器人商店分别有43家、260家及825家，均增长迅速。</p>\n<p>2020年，这一门店扩张趋势依然保持。财报显示，2019年到2020年，其门店数量增至187 家，其中新开业 76 家；机器人门店从增加至1351 家，新开业 526 家；线上业务方面，公司2020年收入为4.66亿元，同比增长72%。</p>\n<p>扩张压力下，泡泡玛特的各项支出攀升。最明显的是2020年的销售成本从前一年的5.93亿元同比增长55%至9.19亿元；同期其经销及销售开支从3.63亿元同比增长73%至6.3亿元，均明显高于业绩增速。</p>\n<p>开支攀升重负下，公司的毛利率由2019年的64.8% 降至2020年的63.4%，其中自主产品的毛利率由71.2%降至68.7%。</p>\n<p>另外值得注意的是，由于疫情冲击等原因，泡泡玛特的存货情况正出现一定恶化趋势。财报显示，2020年其存货金额由2019年的 9000多万快速增至2.25亿元，存货周转天数也由46天增至78天。</p>\n<p><b>/ 03 /</b> <b>泡沫还是价值回归?</b></p>\n<p>相比如今市值腰斩的境地，3个月前的泡泡玛特还是风光无限。</p>\n<p>2020年12月11日，泡泡玛特在港交所上市，发行价为38.5港元/股，募资50.25亿港元。公司彼时开盘价约为77港元/股，较发行价大涨约100%，市值很快突破千亿港元。</p>\n<p>对此市值，不少市场观点认为其中或存在一定泡沫。相比其他盲盒概念股，泡泡玛特的市值几乎可以说是“远超行业水平”。目前，A股市场有高乐股份、邦宝益智等多家盲盒概念股。截止2021年3月30日，高乐股份市值为19.42亿元；邦宝益智市值为25.84亿元。</p>\n<p>如果说彼时投资人愿意为泡泡玛特买单，更多是看好公司的发展增速。如今，随着公司发展逐步放缓，资本是否还会如此前那般热切？</p>\n<p>同时，除了市值争议，泡泡玛特目前还面临着不断涌入的竞争对手。过去一年，随着以泡泡玛特为首的潮玩股在资本市场被看好，这个市场的竞争对手正在快速增加。</p>\n<p>比如，不论是52TOYS、美拆等老玩家，还是推出了潮玩集合店TOPTOY的名创优品，以及BAT等互联网巨头，都正对潮玩行业加大布局。</p>\n<p><b>目前，泡泡玛特虽然还处于行业头部位置，但随着新玩家顺势崛起，潮玩行业或逐步走入多强争霸时代，其头部优势能保持多久令人生疑。</b></p>\n<p>同时，泡泡玛特基于ACG领域IP衍生的手办盲盒一度风靡，其中情怀粉丝发挥了不少作用。在此基础上，“随机抽取”“稀有款”等营销方式也为这些手办和潮玩增加了吸引力。</p>\n<p>不过，其盲盒模式带来的热度能够持续多久？如何保证能找到持续受欢迎的潮玩IP？强IP带来的成功能否持续？这些既是外界对泡泡玛特的疑问，也是这家公司自己需要解决的重要问题。</p>","source":"jdcj","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>泡泡玛特市值蒸发百亿美金，“后浪茅台”还能浪多久？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; 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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\">\n泡泡玛特市值蒸发百亿美金，“后浪茅台”还能浪多久？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-03 17:00 北京时间 <a href=https://mp.weixin.qq.com/s/SoHGOB4zPSlzZCCrP7MLig><strong>节点财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>过去一个月，盲盒“印钞机”泡泡玛特（POP MART）市值蒸发了百亿美元，究竟是价值回归还是红利不再?\n根据3月26日公司公布的2020财年年度报告，2020年泡泡玛特营收为25.1亿元，同比增长49.3%，经调整净利润达到5.9亿元。全年共售出了超5000万件潮流玩具。\n但这依然无法阻挡公司股价的下跌趋势。从2 月 17 日泡泡玛特股价创出 107港元历史高峰后，其股价就一路震荡下跌。截至4月1...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/SoHGOB4zPSlzZCCrP7MLig\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/be5dfde8e3a3c59093a46a2559749886","relate_stocks":{"09992":"泡泡玛特"},"source_url":"https://mp.weixin.qq.com/s/SoHGOB4zPSlzZCCrP7MLig","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107531416","content_text":"过去一个月，盲盒“印钞机”泡泡玛特（POP MART）市值蒸发了百亿美元，究竟是价值回归还是红利不再?\n根据3月26日公司公布的2020财年年度报告，2020年泡泡玛特营收为25.1亿元，同比增长49.3%，经调整净利润达到5.9亿元。全年共售出了超5000万件潮流玩具。\n但这依然无法阻挡公司股价的下跌趋势。从2 月 17 日泡泡玛特股价创出 107港元历史高峰后，其股价就一路震荡下跌。截至4月1日的股价为64.55港元，总市值为905亿港元。\n这家公司究竟怎么了？\n/ 01 / 印钞机效应或难持续\n泡泡玛特成立于2010年，发展初期参考了香港潮玩超市LOG-ON的模式，主要销售新奇、有趣的文创产品、玩具和杂货等。随后，公司逐步转型成自主开发IP产品，目前IP品牌收入占比超八成。\n上市前3年，这家潮流百货零售品牌借助多元的IP品牌和盲盒等销售模式赚得盆满钵满。\n2019年，按零售价值计算，泡泡玛特是中国最大的潮流玩具品牌，市场份额为8.5%。招股书显示，2017年到2019年，其营收分别为1.58亿元、5.14亿元和16.83亿元，2018和2019年其营收分别同比增长225%和227%。公司3年内营收翻了10倍。\n期间，公司的净利润分别为156万元、9952万元和4.51亿元，3年内净利润翻了289倍，实现爆发式增长。如此迅猛的业绩增长，让其从一度小众的潮玩市场逐步进入大众视野，被称为“后浪们的茅台”。\n到2020年，公司的营收依然在增长，但相比此前超过200%的年度营收增速明显放缓。公司调整后净利润为5.9亿元，同比增长25.9%，相比3年翻289倍的情况同样难比。\n\n图源：泡泡玛特财报\n不过，公司该季度的财报也并非没有亮点。比如，公司此前过于依赖头部IP、收入结构过于集中的情况出现一定好转。\n此前，泡泡玛特创始人王宁曾指出，泡泡玛特的成功并非仅仅得益于盲盒，而是因为其形成了平台化的生态闭环，这个生态包括上游设计端的IP生产、中游销售渠道等供应链体系的建设，以及下游的潮玩文化社区等。\n公司的销售额增长，一方面是依靠对多元零售渠道的覆盖，另一方面是依托盲盒等商业玩法。\n财报显示，2020年泡泡玛特此前最重要的IP Molly 销售收入从前一年的4.56亿元下降至3.57亿元，同比下滑两成。与此同时，其另一IP Dimoo 营收从1亿元增加至3.15 亿；2019年新开发的IP品牌 SKULLPANDA也实现了3907万元的收入。\n/ 02 / 费用支出攀升，毛利率下降\n具体来看，过去一年泡泡玛特的经营业绩放缓主要在于费用支出大增。\n过去几年，泡泡玛特的营收渠道主要包括线下零售店、线上渠道、机器人商店以及批发四类。公司近几年营收的快速增长和线下门店的快速扩张有关。\n数据显示，2017年到2019年，其线下零售店分别有32家、63家和114家；机器人商店分别有43家、260家及825家，均增长迅速。\n2020年，这一门店扩张趋势依然保持。财报显示，2019年到2020年，其门店数量增至187 家，其中新开业 76 家；机器人门店从增加至1351 家，新开业 526 家；线上业务方面，公司2020年收入为4.66亿元，同比增长72%。\n扩张压力下，泡泡玛特的各项支出攀升。最明显的是2020年的销售成本从前一年的5.93亿元同比增长55%至9.19亿元；同期其经销及销售开支从3.63亿元同比增长73%至6.3亿元，均明显高于业绩增速。\n开支攀升重负下，公司的毛利率由2019年的64.8% 降至2020年的63.4%，其中自主产品的毛利率由71.2%降至68.7%。\n另外值得注意的是，由于疫情冲击等原因，泡泡玛特的存货情况正出现一定恶化趋势。财报显示，2020年其存货金额由2019年的 9000多万快速增至2.25亿元，存货周转天数也由46天增至78天。\n/ 03 / 泡沫还是价值回归?\n相比如今市值腰斩的境地，3个月前的泡泡玛特还是风光无限。\n2020年12月11日，泡泡玛特在港交所上市，发行价为38.5港元/股，募资50.25亿港元。公司彼时开盘价约为77港元/股，较发行价大涨约100%，市值很快突破千亿港元。\n对此市值，不少市场观点认为其中或存在一定泡沫。相比其他盲盒概念股，泡泡玛特的市值几乎可以说是“远超行业水平”。目前，A股市场有高乐股份、邦宝益智等多家盲盒概念股。截止2021年3月30日，高乐股份市值为19.42亿元；邦宝益智市值为25.84亿元。\n如果说彼时投资人愿意为泡泡玛特买单，更多是看好公司的发展增速。如今，随着公司发展逐步放缓，资本是否还会如此前那般热切？\n同时，除了市值争议，泡泡玛特目前还面临着不断涌入的竞争对手。过去一年，随着以泡泡玛特为首的潮玩股在资本市场被看好，这个市场的竞争对手正在快速增加。\n比如，不论是52TOYS、美拆等老玩家，还是推出了潮玩集合店TOPTOY的名创优品，以及BAT等互联网巨头，都正对潮玩行业加大布局。\n目前，泡泡玛特虽然还处于行业头部位置，但随着新玩家顺势崛起，潮玩行业或逐步走入多强争霸时代，其头部优势能保持多久令人生疑。\n同时，泡泡玛特基于ACG领域IP衍生的手办盲盒一度风靡，其中情怀粉丝发挥了不少作用。在此基础上，“随机抽取”“稀有款”等营销方式也为这些手办和潮玩增加了吸引力。\n不过，其盲盒模式带来的热度能够持续多久？如何保证能找到持续受欢迎的潮玩IP？强IP带来的成功能否持续？这些既是外界对泡泡玛特的疑问，也是这家公司自己需要解决的重要问题。","news_type":1,"symbols_score_info":{"09992":0.9}},"isVote":1,"tweetType":1,"viewCount":2590,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":340586832,"gmtCreate":1617432901426,"gmtModify":1634520974711,"author":{"id":"3576889252489012","authorId":"3576889252489012","name":"Eison817","avatar":"https://static.tigerbbs.com/3afe658dbab12a61559497a97c05a2b0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576889252489012","authorIdStr":"3576889252489012"},"themes":[],"htmlText":"OK👌","listText":"OK👌","text":"OK👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/340586832","repostId":"1185840581","repostType":4,"isVote":1,"tweetType":1,"viewCount":3434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":340350756,"gmtCreate":1617344128475,"gmtModify":1634521303830,"author":{"id":"3576889252489012","authorId":"3576889252489012","name":"Eison817","avatar":"https://static.tigerbbs.com/3afe658dbab12a61559497a97c05a2b0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576889252489012","authorIdStr":"3576889252489012"},"themes":[],"htmlText":"赞","listText":"赞","text":"赞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/340350756","repostId":"1185840581","repostType":4,"isVote":1,"tweetType":1,"viewCount":2777,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":357948841,"gmtCreate":1617235151383,"gmtModify":1634521936463,"author":{"id":"3576889252489012","authorId":"3576889252489012","name":"Eison817","avatar":"https://static.tigerbbs.com/3afe658dbab12a61559497a97c05a2b0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576889252489012","authorIdStr":"3576889252489012"},"themes":[],"htmlText":"赞","listText":"赞","text":"赞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/357948841","repostId":"1192241477","repostType":4,"isVote":1,"tweetType":1,"viewCount":4174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":355885881,"gmtCreate":1617060785143,"gmtModify":1634522914077,"author":{"id":"3576889252489012","authorId":"3576889252489012","name":"Eison817","avatar":"https://static.tigerbbs.com/3afe658dbab12a61559497a97c05a2b0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576889252489012","authorIdStr":"3576889252489012"},"themes":[],"htmlText":"[财迷] [财迷] [财迷] ","listText":"[财迷] [财迷] [财迷] ","text":"[财迷] [财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/355885881","repostId":"2123501212","repostType":4,"isVote":1,"tweetType":1,"viewCount":2664,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":356545579,"gmtCreate":1616802077391,"gmtModify":1634523957884,"author":{"id":"3576889252489012","authorId":"3576889252489012","name":"Eison817","avatar":"https://static.tigerbbs.com/3afe658dbab12a61559497a97c05a2b0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576889252489012","authorIdStr":"3576889252489012"},"themes":[],"htmlText":"加油","listText":"加油","text":"加油","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/356545579","repostId":"1123446095","repostType":4,"repost":{"id":"1123446095","kind":"news","weMediaInfo":{"introduction":"中国大陆领先的金融数据、信息和软件服务企业，总部位于上海陆家嘴金融中心。","home_visible":1,"media_name":"Wind万得","id":"99","head_image":"https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68"},"pubTimestamp":1616801894,"share":"https://www.laohu8.com/m/news/1123446095?lang=zh_CN&edition=full","pubTime":"2021-03-27 07:38","market":"hk","language":"zh","title":"自己造芯片，小米新品发布会来了！Money准备好了吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=1123446095","media":"Wind万得","summary":"3月26日，连续调整的港股市场迎来反弹，恒指高开高走。盘面上，行业板块多数上涨。消息称，3月29日，小米召开春季新品发布会，会上将推出小米11超大杯、新一代小米MIX、新款自研芯片等。\n\n（图片来自海","content":"<p>3月26日，连续调整的港股市场迎来反弹，恒指高开高走。盘面上，行业板块多数上涨。消息称，3月29日，小米召开春季新品发布会，会上将推出小米11超大杯、新一代小米MIX、新款自研芯片等。</p>\n<p><img src=\"https://static.tigerbbs.com/ea8007d3b7788de5c7e4e69670ead184\" tg-width=\"1080\" tg-height=\"718\" referrerpolicy=\"no-referrer\"></p>\n<p>（图片来自海洛）</p>\n<p>当天，小米创始人雷军发布<a href=\"https://laohu8.com/S/WB\">微博</a>称，“<b>很多关键时刻，其实让你坚持不放弃的，就是你内心的那一点点东西，这就是梦想</b>。”</p>\n<p><img src=\"https://static.tigerbbs.com/63cdfe3c5176850262ca48ba2ab74eac\" tg-width=\"796\" tg-height=\"256\" referrerpolicy=\"no-referrer\"></p>\n<p><b>// 小米春季新品发布会29日举行 //</b></p>\n<p>小米此前宣布将于3月29日召开春季新品发布会，消息称这场发布会是小米史上最大规模的一场。</p>\n<p>据悉，投入两亿历时18个月，小米11超大杯全球独占首发。</p>\n<p><img src=\"https://static.tigerbbs.com/e8aa4fed649147de7c76b2061180658e\" tg-width=\"796\" tg-height=\"796\" referrerpolicy=\"no-referrer\"></p>\n<p>信息显示小米将全球首发<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>Gn2传感器，仅凭这一点可以确定小米11超大杯的拍照能力惊人。</p>\n<p>小米11超大杯不仅在影像上突破了瓶颈，还在无线快充上突破了业内最高水平，并且这一次还支持IP68级防水、防尘。</p>\n<p>根据之前爆料来看，除了小米11超大杯之外，新一代小米MIX将于3月29日发布。</p>\n<p><img src=\"https://static.tigerbbs.com/7ae85a526d797c6c1392de9f5fa12fbb\" tg-width=\"796\" tg-height=\"984\" referrerpolicy=\"no-referrer\"></p>\n<p>（图片来源：小米官网）</p>\n<p>根据官方公布的信息，小米MIX新品全球首发液态镜头。</p>\n<p>目前小米MIX新品已在小米商城开启预约，这意味着继小米MIX 3之后，消费者终于能买到MIX系列新品了。</p>\n<p><b>// 发布会还有哪些惊喜 //</b></p>\n<p><b>1、澎湃芯片回归</b></p>\n<p>3月26日，小米公司官方微博发布预告，将在3月29日的春季新品发布会上推出新款自研芯片。</p>\n<p>小米公司写道，“一颗小小的自研芯片，带着小米生生不息的技术梦想，奔赴而来。3月29日，我心澎湃。”</p>\n<p>资料显示，小米于2014年成立了松果电子，主要从事半导体芯片研发。</p>\n<p>2017年2月份，小米宣布进入芯片领域，首批芯片采用八核架构，命名为“澎湃S1”，已经顺利量产并搭载于同时发布的小米新款旗舰拍照手机小米5c。</p>\n<p>小米公司创始人雷军在当时表态，“处理器芯片是手机行业技术的制高点，是金字塔尖的科技，如果想在这个行业里面成为一家伟大的公司，还是要在核心技术上有自主权，公司才能走得远。”</p>\n<p>2019年4月，小米对松果电子进行重组，其中部分团队分拆组建了新公司——南京大鱼半导体，并开始独立融资。</p>\n<p>2020年8月11日，雷军在小米十周年纪念活动的公开演讲中透露：“我们2014年开始做澎湃芯片，2017年发布了第一代，后来的确遇到了巨大困难。但请米粉们放心，这个计划还在继续“。</p>\n<p>据企查查知产信息显示，当前小米关联公司小米科技有限责任公司、北京小米移动软件有限公司，已公开30余条芯片相关专利，包括“一种光学指纹识别芯片及电子设备”、“芯片、电路板及电子设备”“指纹识别芯片、电子设备及按键事件上报方法”等。</p>\n<p><b>2、小米新一代空调</b></p>\n<p>2013年雷军与董明珠同时参加央视“中国经济年度人物颁奖盛典”，两人被分到了一个组，当时编导为了让节目热闹点，给两人制造了一个赌约。</p>\n<p>而赌约就是：小米营业额在5年内超过格力。</p>\n<p>后面的几年，董明珠做起了手机；时至今年，雷军也要开始做空调。</p>\n<p>有爆料称，3月29日，小米新一代空调将正式问世。</p>\n<p><img src=\"https://static.tigerbbs.com/b4216f4502aefc01d2db2d6583f0e050\" tg-width=\"554\" tg-height=\"738\" referrerpolicy=\"no-referrer\"></p>\n<p>对于这款空调，小米没打算让它闲着，一年四季都能开。</p>\n<p>官方文案写道：“对于新一代空调来讲，制冷制热只是基本功，从此之后室内空气不只冷暖，而是四季都健康。</p>\n<p>根据曝光的信息，新一代空调采用手机级工艺屏幕。从预热海报来看，小米新一代空调在机身左侧配备了一块圆形的屏幕，中间显示有二氧化碳的数值，周边则有一圈彩色圆环，充满科技感。</p>\n<p>此外，洗衣机产品也将问世，小米这是要重新定义下一代白电。</p>\n<p><b>3、新款小米平板</b></p>\n<p>自从2018年小米发布小米平板4之后，该系列便迟迟没有更新，成为不少米粉心中的遗憾。</p>\n<p>今年初，雷军曾在与米粉对话时表示，小米平板业务已经重启。</p>\n<p>小米集团徐洁云也曾透露，平板系统会是MIUI今年的重点工作之一。</p>\n<p>但也有消息称，3月29日的小米春季新品发布会上无缘见到小米平板5，但近期多条小米平板5的爆料，或许也在暗示新款小米平板即将发布。</p>\n<p><b>// 小米要造汽车？//</b></p>\n<p>3月26日上午消息，小米正在和<a href=\"https://laohu8.com/S/02333\">长城汽车</a>谈判使用其工厂生产电动汽车。</p>\n<p>午后，小米集团总办副主任、原集团公关部总经理徐洁云在微博回应此报道称：“完全扯淡的假新闻。”</p>\n<p>虽然消息遭到否认，但长城和小米在之前已经有过深度合作。</p>\n<p>一石激起千层浪，<a href=\"https://laohu8.com/S/601633\">长城汽车</a>、小米集团股价均出现拉涨。截止收盘，小米集团涨6.28%，报25.40港元。</p>\n<p><img src=\"https://static.tigerbbs.com/8bfad133369627a2dd376c2fe0c85f73\" tg-width=\"840\" tg-height=\"470\"></p>\n<p>长城汽车涨10.38%，报21.90港元。</p>\n<p><img src=\"https://static.tigerbbs.com/7fcb679d17514cfa6c56be4287c7da48\" tg-width=\"840\" tg-height=\"470\"></p>\n<p>随着汽车产业新四化步伐加快，越来越多的互联网巨头以及科技公司入局。</p>\n<p>现在各大巨头都在抢夺电动车的蛋糕。继恒大、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、华为、<a href=\"https://laohu8.com/S/BIDU\">百度</a>、富士康等大佬纷纷推出造车计划之后，自2021年以来，小米频繁被传出“将要造车”的消息。</p>\n<p>知情人士称，小米的电动汽车将瞄准大众市场，这与该公司电子产品的整体定位一致。小米造车的初步品牌定位将接近<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>，主打科技<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>的中高端新能源汽车市场。</p>\n<p><b>// 手机业务贡献大 //</b></p>\n<p>3月24日，根据小米发布的2020年报，得益于手机业务市场份额的增长，小米全年营收、净利稳健增长，超出市场预期。</p>\n<p><img src=\"https://static.tigerbbs.com/98aea6ca00528fc1a6d8d4f2d2ce1afa\" tg-width=\"796\" tg-height=\"417\" referrerpolicy=\"no-referrer\"></p>\n<p>雷军在致投资人的公开信中指出，这是一封“自豪”的答卷。</p>\n<p>对小米业绩贡献最大的，无疑就是核心主业手机业务。2020年，小米手机业务营收1522亿元，同比增长24.6%，重新获得高速增长。仅手机业务一项，就给小米贡献了132.04亿元的毛利润，同比增幅达50.8%。</p>\n<p>销量提升背后，更让投资者关注的是客单价的提升。出货量增长17.5%，但手机业务营收却增长24.6%，这就意味着小米平均单台手机客单价提升了6.7%。</p>\n<p>小米在境外市场的营收贡献占比已近一半，同时小米去年投资收益颇丰。</p>\n<p>截至2020年底，小米共投资超过310家公司，总账面价值480亿元，同比增长60.1%。2020年，小米自处置投资录得税后净收益22亿元，占到全年总利润的16.9%。</p>\n<p>此外，2020年，小米的现金储备超过千亿元，达到1080亿元。</p>\n<p>雷军指出，2021年研发投入预计将再增长30%以上，预计超过130亿元。</p>\n<p><a href=\"https://laohu8.com/S/02611\">国泰君安</a>(香港)表示，预计智能手机业务将在2021年继续快速增长；互联网业务将在2021年增长。维持“收集”的投资评级。</p>","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>自己造芯片，小米新品发布会来了！Money准备好了吗？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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\">\n自己造芯片，小米新品发布会来了！Money准备好了吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/99\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time\">2021-03-27 07:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>3月26日，连续调整的港股市场迎来反弹，恒指高开高走。盘面上，行业板块多数上涨。消息称，3月29日，小米召开春季新品发布会，会上将推出小米11超大杯、新一代小米MIX、新款自研芯片等。</p>\n<p><img src=\"https://static.tigerbbs.com/ea8007d3b7788de5c7e4e69670ead184\" tg-width=\"1080\" tg-height=\"718\" referrerpolicy=\"no-referrer\"></p>\n<p>（图片来自海洛）</p>\n<p>当天，小米创始人雷军发布<a href=\"https://laohu8.com/S/WB\">微博</a>称，“<b>很多关键时刻，其实让你坚持不放弃的，就是你内心的那一点点东西，这就是梦想</b>。”</p>\n<p><img src=\"https://static.tigerbbs.com/63cdfe3c5176850262ca48ba2ab74eac\" tg-width=\"796\" tg-height=\"256\" referrerpolicy=\"no-referrer\"></p>\n<p><b>// 小米春季新品发布会29日举行 //</b></p>\n<p>小米此前宣布将于3月29日召开春季新品发布会，消息称这场发布会是小米史上最大规模的一场。</p>\n<p>据悉，投入两亿历时18个月，小米11超大杯全球独占首发。</p>\n<p><img src=\"https://static.tigerbbs.com/e8aa4fed649147de7c76b2061180658e\" tg-width=\"796\" tg-height=\"796\" referrerpolicy=\"no-referrer\"></p>\n<p>信息显示小米将全球首发<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>Gn2传感器，仅凭这一点可以确定小米11超大杯的拍照能力惊人。</p>\n<p>小米11超大杯不仅在影像上突破了瓶颈，还在无线快充上突破了业内最高水平，并且这一次还支持IP68级防水、防尘。</p>\n<p>根据之前爆料来看，除了小米11超大杯之外，新一代小米MIX将于3月29日发布。</p>\n<p><img src=\"https://static.tigerbbs.com/7ae85a526d797c6c1392de9f5fa12fbb\" tg-width=\"796\" tg-height=\"984\" referrerpolicy=\"no-referrer\"></p>\n<p>（图片来源：小米官网）</p>\n<p>根据官方公布的信息，小米MIX新品全球首发液态镜头。</p>\n<p>目前小米MIX新品已在小米商城开启预约，这意味着继小米MIX 3之后，消费者终于能买到MIX系列新品了。</p>\n<p><b>// 发布会还有哪些惊喜 //</b></p>\n<p><b>1、澎湃芯片回归</b></p>\n<p>3月26日，小米公司官方微博发布预告，将在3月29日的春季新品发布会上推出新款自研芯片。</p>\n<p>小米公司写道，“一颗小小的自研芯片，带着小米生生不息的技术梦想，奔赴而来。3月29日，我心澎湃。”</p>\n<p>资料显示，小米于2014年成立了松果电子，主要从事半导体芯片研发。</p>\n<p>2017年2月份，小米宣布进入芯片领域，首批芯片采用八核架构，命名为“澎湃S1”，已经顺利量产并搭载于同时发布的小米新款旗舰拍照手机小米5c。</p>\n<p>小米公司创始人雷军在当时表态，“处理器芯片是手机行业技术的制高点，是金字塔尖的科技，如果想在这个行业里面成为一家伟大的公司，还是要在核心技术上有自主权，公司才能走得远。”</p>\n<p>2019年4月，小米对松果电子进行重组，其中部分团队分拆组建了新公司——南京大鱼半导体，并开始独立融资。</p>\n<p>2020年8月11日，雷军在小米十周年纪念活动的公开演讲中透露：“我们2014年开始做澎湃芯片，2017年发布了第一代，后来的确遇到了巨大困难。但请米粉们放心，这个计划还在继续“。</p>\n<p>据企查查知产信息显示，当前小米关联公司小米科技有限责任公司、北京小米移动软件有限公司，已公开30余条芯片相关专利，包括“一种光学指纹识别芯片及电子设备”、“芯片、电路板及电子设备”“指纹识别芯片、电子设备及按键事件上报方法”等。</p>\n<p><b>2、小米新一代空调</b></p>\n<p>2013年雷军与董明珠同时参加央视“中国经济年度人物颁奖盛典”，两人被分到了一个组，当时编导为了让节目热闹点，给两人制造了一个赌约。</p>\n<p>而赌约就是：小米营业额在5年内超过格力。</p>\n<p>后面的几年，董明珠做起了手机；时至今年，雷军也要开始做空调。</p>\n<p>有爆料称，3月29日，小米新一代空调将正式问世。</p>\n<p><img src=\"https://static.tigerbbs.com/b4216f4502aefc01d2db2d6583f0e050\" tg-width=\"554\" tg-height=\"738\" referrerpolicy=\"no-referrer\"></p>\n<p>对于这款空调，小米没打算让它闲着，一年四季都能开。</p>\n<p>官方文案写道：“对于新一代空调来讲，制冷制热只是基本功，从此之后室内空气不只冷暖，而是四季都健康。</p>\n<p>根据曝光的信息，新一代空调采用手机级工艺屏幕。从预热海报来看，小米新一代空调在机身左侧配备了一块圆形的屏幕，中间显示有二氧化碳的数值，周边则有一圈彩色圆环，充满科技感。</p>\n<p>此外，洗衣机产品也将问世，小米这是要重新定义下一代白电。</p>\n<p><b>3、新款小米平板</b></p>\n<p>自从2018年小米发布小米平板4之后，该系列便迟迟没有更新，成为不少米粉心中的遗憾。</p>\n<p>今年初，雷军曾在与米粉对话时表示，小米平板业务已经重启。</p>\n<p>小米集团徐洁云也曾透露，平板系统会是MIUI今年的重点工作之一。</p>\n<p>但也有消息称，3月29日的小米春季新品发布会上无缘见到小米平板5，但近期多条小米平板5的爆料，或许也在暗示新款小米平板即将发布。</p>\n<p><b>// 小米要造汽车？//</b></p>\n<p>3月26日上午消息，小米正在和<a href=\"https://laohu8.com/S/02333\">长城汽车</a>谈判使用其工厂生产电动汽车。</p>\n<p>午后，小米集团总办副主任、原集团公关部总经理徐洁云在微博回应此报道称：“完全扯淡的假新闻。”</p>\n<p>虽然消息遭到否认，但长城和小米在之前已经有过深度合作。</p>\n<p>一石激起千层浪，<a href=\"https://laohu8.com/S/601633\">长城汽车</a>、小米集团股价均出现拉涨。截止收盘，小米集团涨6.28%，报25.40港元。</p>\n<p><img src=\"https://static.tigerbbs.com/8bfad133369627a2dd376c2fe0c85f73\" tg-width=\"840\" tg-height=\"470\"></p>\n<p>长城汽车涨10.38%，报21.90港元。</p>\n<p><img src=\"https://static.tigerbbs.com/7fcb679d17514cfa6c56be4287c7da48\" tg-width=\"840\" tg-height=\"470\"></p>\n<p>随着汽车产业新四化步伐加快，越来越多的互联网巨头以及科技公司入局。</p>\n<p>现在各大巨头都在抢夺电动车的蛋糕。继恒大、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、华为、<a href=\"https://laohu8.com/S/BIDU\">百度</a>、富士康等大佬纷纷推出造车计划之后，自2021年以来，小米频繁被传出“将要造车”的消息。</p>\n<p>知情人士称，小米的电动汽车将瞄准大众市场，这与该公司电子产品的整体定位一致。小米造车的初步品牌定位将接近<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>，主打科技<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>的中高端新能源汽车市场。</p>\n<p><b>// 手机业务贡献大 //</b></p>\n<p>3月24日，根据小米发布的2020年报，得益于手机业务市场份额的增长，小米全年营收、净利稳健增长，超出市场预期。</p>\n<p><img src=\"https://static.tigerbbs.com/98aea6ca00528fc1a6d8d4f2d2ce1afa\" tg-width=\"796\" tg-height=\"417\" referrerpolicy=\"no-referrer\"></p>\n<p>雷军在致投资人的公开信中指出，这是一封“自豪”的答卷。</p>\n<p>对小米业绩贡献最大的，无疑就是核心主业手机业务。2020年，小米手机业务营收1522亿元，同比增长24.6%，重新获得高速增长。仅手机业务一项，就给小米贡献了132.04亿元的毛利润，同比增幅达50.8%。</p>\n<p>销量提升背后，更让投资者关注的是客单价的提升。出货量增长17.5%，但手机业务营收却增长24.6%，这就意味着小米平均单台手机客单价提升了6.7%。</p>\n<p>小米在境外市场的营收贡献占比已近一半，同时小米去年投资收益颇丰。</p>\n<p>截至2020年底，小米共投资超过310家公司，总账面价值480亿元，同比增长60.1%。2020年，小米自处置投资录得税后净收益22亿元，占到全年总利润的16.9%。</p>\n<p>此外，2020年，小米的现金储备超过千亿元，达到1080亿元。</p>\n<p>雷军指出，2021年研发投入预计将再增长30%以上，预计超过130亿元。</p>\n<p><a href=\"https://laohu8.com/S/02611\">国泰君安</a>(香港)表示，预计智能手机业务将在2021年继续快速增长；互联网业务将在2021年增长。维持“收集”的投资评级。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3df686d3a6ca977e8c6841905eb7e18c","relate_stocks":{"01810":"小米集团-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123446095","content_text":"3月26日，连续调整的港股市场迎来反弹，恒指高开高走。盘面上，行业板块多数上涨。消息称，3月29日，小米召开春季新品发布会，会上将推出小米11超大杯、新一代小米MIX、新款自研芯片等。\n\n（图片来自海洛）\n当天，小米创始人雷军发布微博称，“很多关键时刻，其实让你坚持不放弃的，就是你内心的那一点点东西，这就是梦想。”\n\n// 小米春季新品发布会29日举行 //\n小米此前宣布将于3月29日召开春季新品发布会，消息称这场发布会是小米史上最大规模的一场。\n据悉，投入两亿历时18个月，小米11超大杯全球独占首发。\n\n信息显示小米将全球首发三星Gn2传感器，仅凭这一点可以确定小米11超大杯的拍照能力惊人。\n小米11超大杯不仅在影像上突破了瓶颈，还在无线快充上突破了业内最高水平，并且这一次还支持IP68级防水、防尘。\n根据之前爆料来看，除了小米11超大杯之外，新一代小米MIX将于3月29日发布。\n\n（图片来源：小米官网）\n根据官方公布的信息，小米MIX新品全球首发液态镜头。\n目前小米MIX新品已在小米商城开启预约，这意味着继小米MIX 3之后，消费者终于能买到MIX系列新品了。\n// 发布会还有哪些惊喜 //\n1、澎湃芯片回归\n3月26日，小米公司官方微博发布预告，将在3月29日的春季新品发布会上推出新款自研芯片。\n小米公司写道，“一颗小小的自研芯片，带着小米生生不息的技术梦想，奔赴而来。3月29日，我心澎湃。”\n资料显示，小米于2014年成立了松果电子，主要从事半导体芯片研发。\n2017年2月份，小米宣布进入芯片领域，首批芯片采用八核架构，命名为“澎湃S1”，已经顺利量产并搭载于同时发布的小米新款旗舰拍照手机小米5c。\n小米公司创始人雷军在当时表态，“处理器芯片是手机行业技术的制高点，是金字塔尖的科技，如果想在这个行业里面成为一家伟大的公司，还是要在核心技术上有自主权，公司才能走得远。”\n2019年4月，小米对松果电子进行重组，其中部分团队分拆组建了新公司——南京大鱼半导体，并开始独立融资。\n2020年8月11日，雷军在小米十周年纪念活动的公开演讲中透露：“我们2014年开始做澎湃芯片，2017年发布了第一代，后来的确遇到了巨大困难。但请米粉们放心，这个计划还在继续“。\n据企查查知产信息显示，当前小米关联公司小米科技有限责任公司、北京小米移动软件有限公司，已公开30余条芯片相关专利，包括“一种光学指纹识别芯片及电子设备”、“芯片、电路板及电子设备”“指纹识别芯片、电子设备及按键事件上报方法”等。\n2、小米新一代空调\n2013年雷军与董明珠同时参加央视“中国经济年度人物颁奖盛典”，两人被分到了一个组，当时编导为了让节目热闹点，给两人制造了一个赌约。\n而赌约就是：小米营业额在5年内超过格力。\n后面的几年，董明珠做起了手机；时至今年，雷军也要开始做空调。\n有爆料称，3月29日，小米新一代空调将正式问世。\n\n对于这款空调，小米没打算让它闲着，一年四季都能开。\n官方文案写道：“对于新一代空调来讲，制冷制热只是基本功，从此之后室内空气不只冷暖，而是四季都健康。\n根据曝光的信息，新一代空调采用手机级工艺屏幕。从预热海报来看，小米新一代空调在机身左侧配备了一块圆形的屏幕，中间显示有二氧化碳的数值，周边则有一圈彩色圆环，充满科技感。\n此外，洗衣机产品也将问世，小米这是要重新定义下一代白电。\n3、新款小米平板\n自从2018年小米发布小米平板4之后，该系列便迟迟没有更新，成为不少米粉心中的遗憾。\n今年初，雷军曾在与米粉对话时表示，小米平板业务已经重启。\n小米集团徐洁云也曾透露，平板系统会是MIUI今年的重点工作之一。\n但也有消息称，3月29日的小米春季新品发布会上无缘见到小米平板5，但近期多条小米平板5的爆料，或许也在暗示新款小米平板即将发布。\n// 小米要造汽车？//\n3月26日上午消息，小米正在和长城汽车谈判使用其工厂生产电动汽车。\n午后，小米集团总办副主任、原集团公关部总经理徐洁云在微博回应此报道称：“完全扯淡的假新闻。”\n虽然消息遭到否认，但长城和小米在之前已经有过深度合作。\n一石激起千层浪，长城汽车、小米集团股价均出现拉涨。截止收盘，小米集团涨6.28%，报25.40港元。\n\n长城汽车涨10.38%，报21.90港元。\n\n随着汽车产业新四化步伐加快，越来越多的互联网巨头以及科技公司入局。\n现在各大巨头都在抢夺电动车的蛋糕。继恒大、苹果、华为、百度、富士康等大佬纷纷推出造车计划之后，自2021年以来，小米频繁被传出“将要造车”的消息。\n知情人士称，小米的电动汽车将瞄准大众市场，这与该公司电子产品的整体定位一致。小米造车的初步品牌定位将接近小鹏汽车，主打科技智能的中高端新能源汽车市场。\n// 手机业务贡献大 //\n3月24日，根据小米发布的2020年报，得益于手机业务市场份额的增长，小米全年营收、净利稳健增长，超出市场预期。\n\n雷军在致投资人的公开信中指出，这是一封“自豪”的答卷。\n对小米业绩贡献最大的，无疑就是核心主业手机业务。2020年，小米手机业务营收1522亿元，同比增长24.6%，重新获得高速增长。仅手机业务一项，就给小米贡献了132.04亿元的毛利润，同比增幅达50.8%。\n销量提升背后，更让投资者关注的是客单价的提升。出货量增长17.5%，但手机业务营收却增长24.6%，这就意味着小米平均单台手机客单价提升了6.7%。\n小米在境外市场的营收贡献占比已近一半，同时小米去年投资收益颇丰。\n截至2020年底，小米共投资超过310家公司，总账面价值480亿元，同比增长60.1%。2020年，小米自处置投资录得税后净收益22亿元，占到全年总利润的16.9%。\n此外，2020年，小米的现金储备超过千亿元，达到1080亿元。\n雷军指出，2021年研发投入预计将再增长30%以上，预计超过130亿元。\n国泰君安(香港)表示，预计智能手机业务将在2021年继续快速增长；互联网业务将在2021年增长。维持“收集”的投资评级。","news_type":1,"symbols_score_info":{"01810":0.9}},"isVote":1,"tweetType":1,"viewCount":3120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358457931,"gmtCreate":1616724938223,"gmtModify":1634524346400,"author":{"id":"3576889252489012","authorId":"3576889252489012","name":"Eison817","avatar":"https://static.tigerbbs.com/3afe658dbab12a61559497a97c05a2b0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576889252489012","authorIdStr":"3576889252489012"},"themes":[],"htmlText":"冲","listText":"冲","text":"冲","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358457931","repostId":"1181611214","repostType":4,"repost":{"id":"1181611214","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":1616724574,"share":"https://www.laohu8.com/m/news/1181611214?lang=zh_CN&edition=full","pubTime":"2021-03-26 10:09","market":"sh","language":"zh","title":"小米：将推出新款自研芯片","url":"https://stock-news.laohu8.com/highlight/detail?id=1181611214","media":"老虎资讯综合","summary":"3月26日讯，小米集团$(01810)$官方微博称将在3月29日推出新一代澎湃自研芯片。","content":"<p>3月26日讯，小米集团<a href=\"https://laohu8.com/S/01810\">$(01810)$</a>官方微博称将在3月29日推出新一代澎湃自研芯片。<img src=\"https://static.tigerbbs.com/55200b27cd275fd6c1379f9377b2394e\" tg-width=\"582\" tg-height=\"571\" referrerpolicy=\"no-referrer\"></p>","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：将推出新款自研芯片</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\">\n小米：将推出新款自研芯片\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\">2021-03-26 10:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>3月26日讯，小米集团<a href=\"https://laohu8.com/S/01810\">$(01810)$</a>官方微博称将在3月29日推出新一代澎湃自研芯片。<img src=\"https://static.tigerbbs.com/55200b27cd275fd6c1379f9377b2394e\" tg-width=\"582\" tg-height=\"571\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/537e08ee4cb694b56ef79b75b4b0c349","relate_stocks":{"01810":"小米集团-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181611214","content_text":"3月26日讯，小米集团$(01810)$官方微博称将在3月29日推出新一代澎湃自研芯片。","news_type":1,"symbols_score_info":{"01810":0.9}},"isVote":1,"tweetType":1,"viewCount":2474,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":351721541,"gmtCreate":1616635018383,"gmtModify":1634524820149,"author":{"id":"3576889252489012","authorId":"3576889252489012","name":"Eison817","avatar":"https://static.tigerbbs.com/3afe658dbab12a61559497a97c05a2b0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576889252489012","authorIdStr":"3576889252489012"},"themes":[],"htmlText":"赞","listText":"赞","text":"赞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/351721541","repostId":"1191585739","repostType":4,"isVote":1,"tweetType":1,"viewCount":2120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":351393049,"gmtCreate":1616560396581,"gmtModify":1634525194917,"author":{"id":"3576889252489012","authorId":"3576889252489012","name":"Eison817","avatar":"https://static.tigerbbs.com/3afe658dbab12a61559497a97c05a2b0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576889252489012","authorIdStr":"3576889252489012"},"themes":[],"htmlText":"[财迷] ","listText":"[财迷] ","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/351393049","repostId":"2121458297","repostType":4,"repost":{"id":"2121458297","kind":"news","pubTimestamp":1616555760,"share":"https://www.laohu8.com/m/news/2121458297?lang=zh_CN&edition=full","pubTime":"2021-03-24 11:16","market":"sh","language":"zh","title":"券商板块再当旗手，大盘要开始反弹了吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=2121458297","media":"一财网","summary":"抱团股企稳了吗？细分行业年增速19%！这家公司产品需求占比有较大提升空间。 券商板块再当旗手，国联证券三连板，为何当前时点看好券商股？ 券商板块盘中强势拉升，截至发稿，国联证券、中银证券、国盛金控（维权）涨停，中泰证券涨8%，其余个股纷纷跟涨。而全面推进注册制对于券商而言，无疑是重大利好。该机构认为可重点关注两类券商。","content":"<p>原标题：券商板块再当旗手，<a href=\"https://laohu8.com/S/601456\">国联证券</a>三连板，为何当前时点看好券商股？</p>\n<p>券商板块盘中强势拉升，截至发稿，<a href=\"https://laohu8.com/S/01456\">国联证券</a>、<a href=\"https://laohu8.com/S/601696\">中银证券</a>、<a href=\"https://laohu8.com/S/002670\">国盛金控</a>（维权）涨停，<a href=\"https://laohu8.com/S/600918\">中泰证券</a>涨8%，其余个股纷纷跟涨。</p>\n<p>3月24日，券商板块盘中强势拉升，领涨A股市场。截至发稿，国联证券、中银证券、国盛金控涨停，其中，国联证券连续三日涨停。中泰证券涨8%，其余个股纷纷跟涨。</p>\n<p><img src=\"https://static.tigerbbs.com/678dac40670e972befc9b47664c92ed6\" tg-width=\"288\" tg-height=\"361\" referrerpolicy=\"no-referrer\"></p>\n<p><b>政策利好不断</b></p>\n<p>3月20日，证监会主席易会满在中国发展高层论坛圆桌会上表示，这次政府工作报告提出，要稳步推进注册制改革。我们将坚定注册制改革方向不动摇，继续坚持稳中求进，坚持系统观念，扎实做好科创板、创业板注册制试点评估，完善注册制全流程全链条的监管监督机制。重点是把握好实行注册制与提高上市公司质量、压实中介机构责任、保持市场平稳运行、明确交易所审核职能定位、加快证监会发行监管转型、强化廉洁风险防范等6个方面的关系，为全市场注册制改革积极创造条件。而全面推进注册制对于券商而言，无疑是重大利好。</p>\n<p>此外，为落实2020年3月1日起施行的新证券法，进一步简政放权，完善证券公司股权监管，提升监管效能，证监会发布《关于修改〈证券公司股权管理规定〉的决定》以及《关于修改〈关于实施《证券公司股权管理规定》有关问题的规定〉的决定》，自2021年4月18日起施行。</p>\n<p>修改后的证券公司股权管理规定适当降低了证券公司主要股东资质要求，包括取消主要股东具有持续盈利能力的要求；将主要股东净资产从不低于2亿元调整为不低于5000万元人民币；不再要求主要股东具备相匹配的金融业务经验；不再要求主要股东为行业龙头等。同时对新问题予以规制，为新情况留出空间，包括禁止证券公司股权相关的“对赌协议”等。</p>\n<p>对此，万联证券研报称，具备分散式股权结构和多元化股东背景的券商经营绩效要普遍好于股权高度集中的券商，股权新规有助于一定程度上消除证券业并购障碍，鼓励券商引入具有协同效应的战略投资者来增强资本实力和盈利能力，利好走差异化和特色话路径的中小券商。</p>\n<p>爱建证券研报称，此次修订降低了认定证券公司主要股东的标准，在外部资本难以获得新增券商牌照只能转向存量牌照的宏观背景下，更有利于外部资本注资券商。券商因此得到资本补充，从而达到扩张或者调整自身发展的战略目的。</p>\n<p><b>估值已处于历史低点</b></p>\n<p>除了政策面利好不断，多家机构认为，该板块整体估值已处于历史低点。</p>\n<p><a href=\"https://laohu8.com/S/601162\">天风证券</a>明确指出当前时点看好券商板块，原因有二：一是在2020年四季度市场景气度较佳的背景下，券商计提的信用减值损失是基于审慎的原则，去年四季度或将是上市券商业绩的低点。年初至今，沪深两市交易额、两融余额、IPO融资规模等行业核心指标仍维持高位，上市券商今年一季度业绩或将迎来反转。二是券商板块整体估值处于历史低点，或已过度反映前期的悲观预期。</p>\n<p>据天风证券最新研报统计的40家上市券商中，32家上市券商的静态PB估值在历史25%分位数以下。其中，<a href=\"https://laohu8.com/S/600837\">海通证券</a>、<a href=\"https://laohu8.com/S/601211\">国泰君安</a>、<a href=\"https://laohu8.com/S/601688\">华泰证券</a>、<a href=\"https://laohu8.com/S/000776\">广发证券</a>、<a href=\"https://laohu8.com/S/601377\">兴业证券</a>等公司二级市场股价对应2021年分别为 0.98、0.99、1.10、1.16、1.39倍PB，估值均处于历史底部区间。</p>\n<p>兴业证券认为，由于悲观预期下市场持续回调，目前证券Ⅲ(申万)PB估值已降至1.68倍，正逐步进入持有高性价比区间。短期来看，资本市场改革节奏有所放缓，但监管层对于改革的目标和方向明确且不动摇，当前包括全面注册制、T+0机制、市场多空机制（融券&衍生品）、境外投资放开等政策均在研究推进中，券商行业利好正蓄力待放，届时证券行业展业天花板将进一步上移。</p>\n<p><a href=\"https://laohu8.com/S/601066\">中信建投</a>称，当前券商板块市盈率（20.5倍）接近2018年熊市底部震荡区间，市净率（1.64倍）接近2019年底部震荡区间，板块的下行空间有限。该机构认为可重点关注两类券商。一是头部券商，在培育航母级券商的政策导向下，头部券商将在财富管理、投资银行、衍生品交易等领域集聚市场资源，长期成长性占优、二是具备科技研发、互联网流量优势的精品券商，此类券商有望走出差异化的发展道路，实现市场份额的逆势提升。</p>","source":"sina","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>券商板块再当旗手，大盘要开始反弹了吗？</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券商板块再当旗手，大盘要开始反弹了吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-24 11:16 北京时间 <a href=https://finance.sina.com.cn/roll/2021-03-24/doc-ikkntiam7404433.shtml><strong>一财网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题：券商板块再当旗手，国联证券三连板，为何当前时点看好券商股？\n券商板块盘中强势拉升，截至发稿，国联证券、中银证券、国盛金控（维权）涨停，中泰证券涨8%，其余个股纷纷跟涨。\n3月24日，券商板块盘中强势拉升，领涨A股市场。截至发稿，国联证券、中银证券、国盛金控涨停，其中，国联证券连续三日涨停。中泰证券涨8%，其余个股纷纷跟涨。\n\n政策利好不断\n3月20日，证监会主席易会满在中国发展高层论坛圆桌...</p>\n\n<a href=\"https://finance.sina.com.cn/roll/2021-03-24/doc-ikkntiam7404433.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f5d015cecb7c07cac91ad41d21b12463","relate_stocks":{"601456":"国联民生","01456":"国联民生"},"source_url":"https://finance.sina.com.cn/roll/2021-03-24/doc-ikkntiam7404433.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2121458297","content_text":"原标题：券商板块再当旗手，国联证券三连板，为何当前时点看好券商股？\n券商板块盘中强势拉升，截至发稿，国联证券、中银证券、国盛金控（维权）涨停，中泰证券涨8%，其余个股纷纷跟涨。\n3月24日，券商板块盘中强势拉升，领涨A股市场。截至发稿，国联证券、中银证券、国盛金控涨停，其中，国联证券连续三日涨停。中泰证券涨8%，其余个股纷纷跟涨。\n\n政策利好不断\n3月20日，证监会主席易会满在中国发展高层论坛圆桌会上表示，这次政府工作报告提出，要稳步推进注册制改革。我们将坚定注册制改革方向不动摇，继续坚持稳中求进，坚持系统观念，扎实做好科创板、创业板注册制试点评估，完善注册制全流程全链条的监管监督机制。重点是把握好实行注册制与提高上市公司质量、压实中介机构责任、保持市场平稳运行、明确交易所审核职能定位、加快证监会发行监管转型、强化廉洁风险防范等6个方面的关系，为全市场注册制改革积极创造条件。而全面推进注册制对于券商而言，无疑是重大利好。\n此外，为落实2020年3月1日起施行的新证券法，进一步简政放权，完善证券公司股权监管，提升监管效能，证监会发布《关于修改〈证券公司股权管理规定〉的决定》以及《关于修改〈关于实施《证券公司股权管理规定》有关问题的规定〉的决定》，自2021年4月18日起施行。\n修改后的证券公司股权管理规定适当降低了证券公司主要股东资质要求，包括取消主要股东具有持续盈利能力的要求；将主要股东净资产从不低于2亿元调整为不低于5000万元人民币；不再要求主要股东具备相匹配的金融业务经验；不再要求主要股东为行业龙头等。同时对新问题予以规制，为新情况留出空间，包括禁止证券公司股权相关的“对赌协议”等。\n对此，万联证券研报称，具备分散式股权结构和多元化股东背景的券商经营绩效要普遍好于股权高度集中的券商，股权新规有助于一定程度上消除证券业并购障碍，鼓励券商引入具有协同效应的战略投资者来增强资本实力和盈利能力，利好走差异化和特色话路径的中小券商。\n爱建证券研报称，此次修订降低了认定证券公司主要股东的标准，在外部资本难以获得新增券商牌照只能转向存量牌照的宏观背景下，更有利于外部资本注资券商。券商因此得到资本补充，从而达到扩张或者调整自身发展的战略目的。\n估值已处于历史低点\n除了政策面利好不断，多家机构认为，该板块整体估值已处于历史低点。\n天风证券明确指出当前时点看好券商板块，原因有二：一是在2020年四季度市场景气度较佳的背景下，券商计提的信用减值损失是基于审慎的原则，去年四季度或将是上市券商业绩的低点。年初至今，沪深两市交易额、两融余额、IPO融资规模等行业核心指标仍维持高位，上市券商今年一季度业绩或将迎来反转。二是券商板块整体估值处于历史低点，或已过度反映前期的悲观预期。\n据天风证券最新研报统计的40家上市券商中，32家上市券商的静态PB估值在历史25%分位数以下。其中，海通证券、国泰君安、华泰证券、广发证券、兴业证券等公司二级市场股价对应2021年分别为 0.98、0.99、1.10、1.16、1.39倍PB，估值均处于历史底部区间。\n兴业证券认为，由于悲观预期下市场持续回调，目前证券Ⅲ(申万)PB估值已降至1.68倍，正逐步进入持有高性价比区间。短期来看，资本市场改革节奏有所放缓，但监管层对于改革的目标和方向明确且不动摇，当前包括全面注册制、T+0机制、市场多空机制（融券&衍生品）、境外投资放开等政策均在研究推进中，券商行业利好正蓄力待放，届时证券行业展业天花板将进一步上移。\n中信建投称，当前券商板块市盈率（20.5倍）接近2018年熊市底部震荡区间，市净率（1.64倍）接近2019年底部震荡区间，板块的下行空间有限。该机构认为可重点关注两类券商。一是头部券商，在培育航母级券商的政策导向下，头部券商将在财富管理、投资银行、衍生品交易等领域集聚市场资源，长期成长性占优、二是具备科技研发、互联网流量优势的精品券商，此类券商有望走出差异化的发展道路，实现市场份额的逆势提升。","news_type":1,"symbols_score_info":{"601456":0.9,"01456":0.9}},"isVote":1,"tweetType":1,"viewCount":2951,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":359991336,"gmtCreate":1616312905825,"gmtModify":1634526373578,"author":{"id":"3576889252489012","authorId":"3576889252489012","name":"Eison817","avatar":"https://static.tigerbbs.com/3afe658dbab12a61559497a97c05a2b0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576889252489012","authorIdStr":"3576889252489012"},"themes":[],"htmlText":"赞","listText":"赞","text":"赞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/359991336","repostId":"1112520154","repostType":4,"repost":{"id":"1112520154","kind":"news","pubTimestamp":1616296860,"share":"https://www.laohu8.com/m/news/1112520154?lang=zh_CN&edition=full","pubTime":"2021-03-21 11:21","market":"us","language":"zh","title":"iMacPro全球下架，苹果或不再推出新品","url":"https://stock-news.laohu8.com/highlight/detail?id=1112520154","media":"科创板日报","summary":"《科创板日报》21日讯，苹果正式宣布将停止生产iMac Pro产品，并在官网的相应介绍做出了调整，显示“数量有限，售完为止”。根据苹果官网最新数据，iMac Pro目前已经正式下架，官网目前在售的一体","content":"<p>《科创板日报》21日讯，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>正式宣布将停止生产iMac Pro产品，并在官网的相应介绍做出了调整，显示“数量有限，售完为止”。根据苹果官网最新数据，iMac Pro目前已经正式下架，官网目前在售的一体机仅有iMac一款产品。</p>","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>iMacPro全球下架，苹果或不再推出新品</title>\n<style 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href=\"http://chinastarmarket.cn/detail/709360\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f2439c7a323e7ea51e60940005e4b105","relate_stocks":{"AAPL":"苹果"},"source_url":"http://chinastarmarket.cn/detail/709360","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112520154","content_text":"《科创板日报》21日讯，苹果正式宣布将停止生产iMac Pro产品，并在官网的相应介绍做出了调整，显示“数量有限，售完为止”。根据苹果官网最新数据，iMac Pro目前已经正式下架，官网目前在售的一体机仅有iMac一款产品。","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1435,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":350844115,"gmtCreate":1616195560237,"gmtModify":1634526817842,"author":{"id":"3576889252489012","authorId":"3576889252489012","name":"Eison817","avatar":"https://static.tigerbbs.com/3afe658dbab12a61559497a97c05a2b0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576889252489012","authorIdStr":"3576889252489012"},"themes":[],"htmlText":"[捂脸] ","listText":"[捂脸] 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23:21","market":"us","language":"zh","title":"游戏驿站直线跳水，触发熔断","url":"https://stock-news.laohu8.com/highlight/detail?id=1198239491","media":"老虎资讯综合","summary":"3月15日，游戏驿站直线跳水，触发熔断，熔断前跌近15%，报226.19美元。","content":"<p>3月15日，<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>直线跳水，触发熔断，熔断前跌近15%，报226.19美元。</p><p><img src=\"https://static.tigerbbs.com/9cee5aa3e0403d24ce37b065848310c1\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","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>游戏驿站直线跳水，触发熔断</title>\n<style 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href=\"https://laohu8.com/S/GME\">游戏驿站</a>直线跳水，触发熔断，熔断前跌近15%，报226.19美元。</p><p><img src=\"https://static.tigerbbs.com/9cee5aa3e0403d24ce37b065848310c1\" tg-width=\"840\" tg-height=\"470\" 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href=\"https://laohu8.com/S/GME\">游戏驿站</a>直线跳水，触发熔断，熔断前跌近15%，报226.19美元。</p><p><img src=\"https://static.tigerbbs.com/9cee5aa3e0403d24ce37b065848310c1\" tg-width=\"840\" tg-height=\"470\" 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06:01","market":"us","language":"zh","title":"市场对美联储上调超额准备金与逆回购利率的预期开始降温","url":"https://stock-news.laohu8.com/highlight/detail?id=2118556640","media":"新浪财经","summary":"美联储用来控制货币政策的目标利率牢牢保持在零上方，让那些认为美联储可能需要介入市场和调整短期利率的人陷入反思。因此，策略师没有完全排除美联储在4月会议上调升这些利率的可能性，尽管联邦基金期货市场没有这方面预期。美国银行策略师Mark Cabana甚至都没有完全排除美联储在3月16至17日会议上调升这些利率的可能，不过触发条件是有重大市场走势将联邦基金利率推升到5个基点。","content":"<p><img src=\"http://k.sinaimg.cn/n/finance/transform/59/w550h309/20210310/2afe-kmeeius2536011.png/w720fin.jpg\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p><p>美联储用来控制货币政策的目标利率牢牢保持在零上方，让那些认为美联储可能需要介入市场和调整短期利率的人陷入反思。</p><p>尽管当前大量美元流入导致回购及其它短期市场利率不时会变为负数，但自2月18日以来，有效联邦基金利率一直稳定在0.07%。这接近美联储0-0.25%的目标区间下限，但没有进一步跌向观察人士认为可能促使美联储采取行动的水平。</p><p>巴克莱、Wrightson ICAP和<a href=\"https://laohu8.com/S/BAC\">美国银行</a>策略师此前都预测美联储可能最早需要在本月会议上调升两项关键利率--隔夜逆回购利率和超额准备金利率（IOER）。而现在，他们都对此更加谨慎。</p><p>“眼下，调整这些利率的理由已经没有我们先前认为的那么强烈，”Wrightson ICAP经济学家Lou Crandall周一在客户报告中表示，理由是联邦基金利率很坚挺。他还指出：“即便是上调--即便只上调几个基点，都将在货币市场之外带来沟通方面的挑战。”</p><p>短期利率持稳正值长期债券收益率的潜在问题越来越需要决策者解决之际。美国10年期国债收益率上周五一度升至1.62%，为2020年2月以来高位，随后出现了海外投资者的逢低买盘。</p><p>不过，联邦基金利率或许只是暂时持稳。</p><p>“在拜登政府刺激计划势将获得国会通过的情况下，财政部现金余额可能会下降得更快，从而更快地释放银行准备金，”巴克莱策略师Joseph Abate称。因此，策略师没有完全排除美联储在4月会议上调升这些利率的可能性，尽管联邦基金期货市场没有这方面预期。</p><p>美国银行策略师Mark Cabana甚至都没有完全排除美联储在3月16至17日会议上调升这些利率的可能，不过触发条件是有重大市场走势将联邦基金利率推升到5个基点。</p>","source":"sina_symbol","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>市场对美联储上调超额准备金与逆回购利率的预期开始降温</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市场对美联储上调超额准备金与逆回购利率的预期开始降温\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-10 06:01 北京时间 <a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-03-10/doc-ikknscsi0245852.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美联储用来控制货币政策的目标利率牢牢保持在零上方，让那些认为美联储可能需要介入市场和调整短期利率的人陷入反思。尽管当前大量美元流入导致回购及其它短期市场利率不时会变为负数，但自2月18日以来，有效联邦基金利率一直稳定在0.07%。这接近美联储0-0.25%的目标区间下限，但没有进一步跌向观察人士认为可能促使美联储采取行动的水平。巴克莱、Wrightson ICAP和美国银行策略师此前都预测美联储...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-03-10/doc-ikknscsi0245852.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/123472eab1159c5e881f8e540a346014","relate_stocks":{"161125":"标普500","513500":"标普500ETF博时","SH":"做空标普500-Proshares","QQQ":"纳指100ETF","SDOW":"三倍做空道指30ETF-ProShares","UDOW":"三倍做多道指30ETF-ProShares","DJX":"1/100道琼斯","DXD":"两倍做空道琼30指数ETF-ProShares","SDS":"两倍做空标普500 ETF-ProShares",".SPX":"S&P 500 Index","SQQQ":"纳指三倍做空ETF","QLD":"2倍做多纳斯达克100指数ETF-ProShares",".IXIC":"NASDAQ 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Crandall周一在客户报告中表示，理由是联邦基金利率很坚挺。他还指出：“即便是上调--即便只上调几个基点，都将在货币市场之外带来沟通方面的挑战。”短期利率持稳正值长期债券收益率的潜在问题越来越需要决策者解决之际。美国10年期国债收益率上周五一度升至1.62%，为2020年2月以来高位，随后出现了海外投资者的逢低买盘。不过，联邦基金利率或许只是暂时持稳。“在拜登政府刺激计划势将获得国会通过的情况下，财政部现金余额可能会下降得更快，从而更快地释放银行准备金，”巴克莱策略师Joseph Abate称。因此，策略师没有完全排除美联储在4月会议上调升这些利率的可能性，尽管联邦基金期货市场没有这方面预期。美国银行策略师Mark 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href=\"https://laohu8.com/S/GME\">游戏驿站</a>直线跳水，触发熔断，熔断前跌近15%，报226.19美元。</p><p><img src=\"https://static.tigerbbs.com/9cee5aa3e0403d24ce37b065848310c1\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"GME":"游戏驿站"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198239491","content_text":"3月15日，游戏驿站直线跳水，触发熔断，熔断前跌近15%，报226.19美元。","news_type":1,"symbols_score_info":{"GME":0.9}},"isVote":1,"tweetType":1,"viewCount":980,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":326251121,"gmtCreate":1615677721763,"gmtModify":1703491956609,"author":{"id":"3576889252489012","authorId":"3576889252489012","name":"Eison817","avatar":"https://static.tigerbbs.com/3afe658dbab12a61559497a97c05a2b0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576889252489012","idStr":"3576889252489012"},"themes":[],"htmlText":"牛啊牛啊","listText":"牛啊牛啊","text":"牛啊牛啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326251121","repostId":"2119396027","repostType":4,"isVote":1,"tweetType":1,"viewCount":1089,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":320174547,"gmtCreate":1615073083689,"gmtModify":1703484476197,"author":{"id":"3576889252489012","authorId":"3576889252489012","name":"Eison817","avatar":"https://static.tigerbbs.com/3afe658dbab12a61559497a97c05a2b0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576889252489012","idStr":"3576889252489012"},"themes":[],"htmlText":"加油💪","listText":"加油💪","text":"加油💪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/320174547","repostId":"2117936658","repostType":4,"isVote":1,"tweetType":1,"viewCount":681,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365880343,"gmtCreate":1614726842482,"gmtModify":1703480301487,"author":{"id":"3576889252489012","authorId":"3576889252489012","name":"Eison817","avatar":"https://static.tigerbbs.com/3afe658dbab12a61559497a97c05a2b0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576889252489012","idStr":"3576889252489012"},"themes":[],"htmlText":"赞","listText":"赞","text":"赞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/365880343","repostId":"1186450370","repostType":4,"repost":{"id":"1186450370","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":1614725420,"share":"https://www.laohu8.com/m/news/1186450370?lang=zh_CN&edition=full","pubTime":"2021-03-03 06:50","market":"us","language":"zh","title":"fuboTV盘后跌超5%，Q4净亏损1.68亿高于预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1186450370","media":"老虎资讯综合","summary":"3月3日美股盘后，$fuboTV$发布2020年第四季度及全年业绩。财报显示，fuboTV第四季度营收1.05亿美元，市场预期0.94亿美元；第四季度净亏损1.68亿美元，市场预期净亏损0.56亿美元；第四季度每股亏损2.47美元，市场预期亏损0.72美元。第四季度广告业务营收0.29亿美元；第四季度每用户平均收入为62.84美元。截至2020年，公司拥有547880名付费用户，其中第四季度新增用户92800人。公布财报后，fuboTV盘后股价由涨转跌，截止发稿，跌超5%，报39.77美元。","content":"<p>3月3日美股盘后，<a href=\"https://laohu8.com/S/FUBO\">fuboTV</a>发布2020年第四季度及全年业绩。财报显示，fuboTV第四季度营收1.05亿美元，市场预期0.94亿美元；第四季度净亏损1.68亿美元，市场预期净亏损0.56亿美元；第四季度每股亏损2.47美元，市场预期亏损0.72美元。</p><p>第四季度广告业务营收0.29亿美元；第四季度每用户平均收入为62.84美元。</p><p>2020年营收为2.18亿美元，市场预期2.51亿美元；2020年净亏损5.71亿美元，市场预期净亏损4.7亿美元；2020年每股亏损12.82美元，市场预期亏损9.33美元。</p><p>截至2020年，公司拥有547880名付费用户，其中第四季度新增用户92800人。</p><p>预计2021年营收为4.6亿美元，市场预期4.7亿美元；预计到2021财年年底订阅用户数为76万至77万，同比增长39%-41%。</p><p>公布财报后，fuboTV盘后股价由涨转跌，截止发稿，跌超5%，报39.77美元。</p><p><img src=\"https://static.tigerbbs.com/385919b0da45921bd70d08ea1b9e7146\" tg-width=\"1302\" tg-height=\"653\" referrerpolicy=\"no-referrer\"></p>","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>fuboTV盘后跌超5%，Q4净亏损1.68亿高于预期</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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*/\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\">\nfuboTV盘后跌超5%，Q4净亏损1.68亿高于预期\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\">2021-03-03 06:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>3月3日美股盘后，<a href=\"https://laohu8.com/S/FUBO\">fuboTV</a>发布2020年第四季度及全年业绩。财报显示，fuboTV第四季度营收1.05亿美元，市场预期0.94亿美元；第四季度净亏损1.68亿美元，市场预期净亏损0.56亿美元；第四季度每股亏损2.47美元，市场预期亏损0.72美元。</p><p>第四季度广告业务营收0.29亿美元；第四季度每用户平均收入为62.84美元。</p><p>2020年营收为2.18亿美元，市场预期2.51亿美元；2020年净亏损5.71亿美元，市场预期净亏损4.7亿美元；2020年每股亏损12.82美元，市场预期亏损9.33美元。</p><p>截至2020年，公司拥有547880名付费用户，其中第四季度新增用户92800人。</p><p>预计2021年营收为4.6亿美元，市场预期4.7亿美元；预计到2021财年年底订阅用户数为76万至77万，同比增长39%-41%。</p><p>公布财报后，fuboTV盘后股价由涨转跌，截止发稿，跌超5%，报39.77美元。</p><p><img src=\"https://static.tigerbbs.com/385919b0da45921bd70d08ea1b9e7146\" tg-width=\"1302\" tg-height=\"653\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/88564ad80b57ec9fabcfc689f514ae0d","relate_stocks":{"FUBO":"fuboTV Inc."},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186450370","content_text":"3月3日美股盘后，fuboTV发布2020年第四季度及全年业绩。财报显示，fuboTV第四季度营收1.05亿美元，市场预期0.94亿美元；第四季度净亏损1.68亿美元，市场预期净亏损0.56亿美元；第四季度每股亏损2.47美元，市场预期亏损0.72美元。第四季度广告业务营收0.29亿美元；第四季度每用户平均收入为62.84美元。2020年营收为2.18亿美元，市场预期2.51亿美元；2020年净亏损5.71亿美元，市场预期净亏损4.7亿美元；2020年每股亏损12.82美元，市场预期亏损9.33美元。截至2020年，公司拥有547880名付费用户，其中第四季度新增用户92800人。预计2021年营收为4.6亿美元，市场预期4.7亿美元；预计到2021财年年底订阅用户数为76万至77万，同比增长39%-41%。公布财报后，fuboTV盘后股价由涨转跌，截止发稿，跌超5%，报39.77美元。","news_type":1,"symbols_score_info":{"FUBO":0.9}},"isVote":1,"tweetType":1,"viewCount":532,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
