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2025-10-09

$小米集团-W(01810)$ 大家成本多少？

2025-08-07

$小鹏汽车-W(09868)$ 新车帅

02-12 17:37

$博泰车联(02889)$ 这个可以持股过年吗

02-12 17:35

今年春节，你打开手机抢红包，可能没意识到背后站着的是一整支AI大军。从百度文心一言、腾讯元宝到阿里千问，数亿红包砸下去，巨头们争的根本不是那点流量，而是未来十年的AI入口。高盛说阿里和腾讯是最佳布局标的，这话不是空穴来风——当AI从实验室走到客厅，真正的行情才刚刚开始。

@付轶啸:春节档AI大战：别光看红包，这才是真正的投资主线

02-12 17:33

$蜜雪集团(02097)$ 不要再往下了，明天

2025-07-02

$周六福(06168)$ 没理由啊！

2025-09-23

$蜜雪集团(02097)$ 今天厉害，大家成本多少？

01-02

$比亚迪股份(01211)$ 2026年1月2日，汽车板块迎来开门红，多数个股上涨。截至发稿前， $理想汽车-W(02015)$ 涨5.55%， $比亚迪股份(01211)$ 涨3.36%， $小米集团-W(01810)$ 涨2.44%，吉利汽车 (00175.HK)、零跑汽车(09863.HK)等均涨。

2025-09-19

$东阳光药(06887)$ 把研发、生产、销售链条打通，成本大降效率飙升，一体化后业绩弹性值得期待，500亿估值真不是吹的

2025-09-19

$小米集团-W(01810)$ 受负面影响

去老虎APP查看更多动态

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二、高盛为什么看好阿里和腾讯？ 高盛说阿里和腾讯是最佳布局标的，核心不是因为他们的模型最先进，而是因为他们的生态最完整。 腾讯：社交+游戏+内容的闭环，AI可以无缝嵌入到每一个场景里。比如游戏里的AI NPC、广告里的AI生成素材、社交里的AI助手，变现路径清晰得不能再清晰。 阿里：电商+云服务的底座，AI能直接提升GMV和云收入。AI导购能提高转化率，AI客服能降低成本，通义大模型还能给企业客户提供服务，每一步都能算到钱。 反观其他巨头，要么缺流量，要么缺场景，要么缺变现能力。在消费级AI的赛道上，生态比技术更重要——毕竟，再先进的模型，如果没人用，也只是一堆代码。 三、股票怎么选？别追小票，抓核","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/532022928834688","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":531938831008848,"gmtCreate":1770888839745,"gmtModify":1770888841775,"author":{"id":"4214529501700820","authorId":"4214529501700820","name":"外资不跑","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4214529501700820","authorIdStr":"4214529501700820"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02097\">$蜜雪集团(02097)$ </a> 不要再往下了，明天","listText":"<a href=\"https://laohu8.com/S/02097\">$蜜雪集团(02097)$ </a> 不要再往下了，明天","text":"$蜜雪集团(02097)$ 不要再往下了，明天","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/531938831008848","isVote":1,"tweetType":1,"viewCount":26,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":528657682850728,"gmtCreate":1770097372475,"gmtModify":1770097374796,"author":{"id":"4214529501700820","authorId":"4214529501700820","name":"外资不跑","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4214529501700820","authorIdStr":"4214529501700820"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02889\">$博泰车联(02889)$ </a> Alphabet旗下自动驾驶技术公司Waymo拟募资超 160 亿美元，估值接近 1100 亿美元。参考Waymo估值暴涨逻辑，博泰这波估值修复空间不小。","listText":"<a href=\"https://laohu8.com/S/02889\">$博泰车联(02889)$ </a> Alphabet旗下自动驾驶技术公司Waymo拟募资超 160 亿美元，估值接近 1100 亿美元。参考Waymo估值暴涨逻辑，博泰这波估值修复空间不小。","text":"$博泰车联(02889)$ Alphabet旗下自动驾驶技术公司Waymo拟募资超 160 亿美元，估值接近 1100 亿美元。参考Waymo估值暴涨逻辑，博泰这波估值修复空间不小。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/528657682850728","isVote":1,"tweetType":1,"viewCount":386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":528657149497544,"gmtCreate":1770097239043,"gmtModify":1770097241788,"author":{"id":"4214529501700820","authorId":"4214529501700820","name":"外资不跑","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4214529501700820","authorIdStr":"4214529501700820"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/601066\">$中信建投(601066)$ </a> 此前指出，在生成式AI浪潮席卷全球的当下，MINIMAX以“**识”的战略定力，聚焦模型智力突破，正从行业竞争中脱颖而出。作为上海首批获得大模型备案的企业，公司凭借技术深耕与商业化远见，展现出强劲的发展潜力。该行预测，2025-2027年公司营收将保持90%以上的高速增长，Non-GAAP毛利率有望提升至55%，净亏损率持续收窄。随着推理成本优化与新一代多模态模型落地，公司有望在AI原生应用领域开辟更大市场空间。","listText":"<a href=\"https://laohu8.com/S/601066\">$中信建投(601066)$ </a> 此前指出，在生成式AI浪潮席卷全球的当下，MINIMAX以“**识”的战略定力，聚焦模型智力突破，正从行业竞争中脱颖而出。作为上海首批获得大模型备案的企业，公司凭借技术深耕与商业化远见，展现出强劲的发展潜力。该行预测，2025-2027年公司营收将保持90%以上的高速增长，Non-GAAP毛利率有望提升至55%，净亏损率持续收窄。随着推理成本优化与新一代多模态模型落地，公司有望在AI原生应用领域开辟更大市场空间。","text":"$中信建投(601066)$ 此前指出，在生成式AI浪潮席卷全球的当下，MINIMAX以“**识”的战略定力，聚焦模型智力突破，正从行业竞争中脱颖而出。作为上海首批获得大模型备案的企业，公司凭借技术深耕与商业化远见，展现出强劲的发展潜力。该行预测，2025-2027年公司营收将保持90%以上的高速增长，Non-GAAP毛利率有望提升至55%，净亏损率持续收窄。随着推理成本优化与新一代多模态模型落地，公司有望在AI原生应用领域开辟更大市场空间。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/528657149497544","isVote":1,"tweetType":1,"viewCount":468,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":528657372606680,"gmtCreate":1770097219836,"gmtModify":1770099167288,"author":{"id":"4214529501700820","authorId":"4214529501700820","name":"外资不跑","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4214529501700820","authorIdStr":"4214529501700820"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$ </a> 消息面上，1月29日，MiniMax于1月29日正式发布MiniMax Music 2.5音频大模型。相较于上一代，该模型在“段落级强控制”与“物理级高保真”两大技术难题上实现突破。据介绍，新版本能够实现对音乐结构更精准的把控，并显著提升了生成音频的音质水平。是行业重要趋势。","listText":"<a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$ </a> 消息面上，1月29日，MiniMax于1月29日正式发布MiniMax Music 2.5音频大模型。相较于上一代，该模型在“段落级强控制”与“物理级高保真”两大技术难题上实现突破。据介绍，新版本能够实现对音乐结构更精准的把控，并显著提升了生成音频的音质水平。是行业重要趋势。","text":"$MINIMAX-WP(00100)$ 消息面上，1月29日，MiniMax于1月29日正式发布MiniMax Music 2.5音频大模型。相较于上一代，该模型在“段落级强控制”与“物理级高保真”两大技术难题上实现突破。据介绍，新版本能够实现对音乐结构更精准的把控，并显著提升了生成音频的音质水平。是行业重要趋势。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/528657372606680","isVote":1,"tweetType":1,"viewCount":938,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":528656965289656,"gmtCreate":1770097199081,"gmtModify":1770097201710,"author":{"id":"4214529501700820","authorId":"4214529501700820","name":"外资不跑","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4214529501700820","authorIdStr":"4214529501700820"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02513\">$智谱(02513)$ </a> 大模型概念股午后继续走强， MINIMAX-WP 涨超14%再创新高，上市不到一个月涨幅超260%。同时， 智谱 涨超11%。","listText":"<a href=\"https://laohu8.com/S/02513\">$智谱(02513)$ </a> 大模型概念股午后继续走强， MINIMAX-WP 涨超14%再创新高，上市不到一个月涨幅超260%。同时， 智谱 涨超11%。","text":"$智谱(02513)$ 大模型概念股午后继续走强， MINIMAX-WP 涨超14%再创新高，上市不到一个月涨幅超260%。同时， 智谱 涨超11%。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/528656965289656","isVote":1,"tweetType":1,"viewCount":367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":525084398338592,"gmtCreate":1769164882940,"gmtModify":1769164884832,"author":{"id":"4214529501700820","authorId":"4214529501700820","name":"外资不跑","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4214529501700820","authorIdStr":"4214529501700820"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02889\">$博泰车联(02889)$ </a> 作为港股市场中唯一具备“AI枢纽”能力的稀缺标的，机构抢筹！","listText":"<a href=\"https://laohu8.com/S/02889\">$博泰车联(02889)$ </a> 作为港股市场中唯一具备“AI枢纽”能力的稀缺标的，机构抢筹！","text":"$博泰车联(02889)$ 作为港股市场中唯一具备“AI枢纽”能力的稀缺标的，机构抢筹！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/525084398338592","isVote":1,"tweetType":1,"viewCount":424,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524854193926904,"gmtCreate":1769164830317,"gmtModify":1769164832469,"author":{"id":"4214529501700820","authorId":"4214529501700820","name":"外资不跑","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4214529501700820","authorIdStr":"4214529501700820"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a> 啥时候上50","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a> 啥时候上50","text":"$小米集团-W(01810)$ 啥时候上50","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524854193926904","isVote":1,"tweetType":1,"viewCount":209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524853820773864,"gmtCreate":1769164815029,"gmtModify":1769164817124,"author":{"id":"4214529501700820","authorId":"4214529501700820","name":"外资不跑","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4214529501700820","authorIdStr":"4214529501700820"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$&nbsp;</a> 有点弱","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$&nbsp;</a> 有点弱","text":"$腾讯控股(00700)$ 有点弱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524853820773864","isVote":1,"tweetType":1,"viewCount":149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524141837468816,"gmtCreate":1768990940777,"gmtModify":1768990942692,"author":{"id":"4214529501700820","authorId":"4214529501700820","name":"外资不跑","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4214529501700820","authorIdStr":"4214529501700820"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02889\">$博泰车联(02889)$ </a> 这个应该炒业绩预期，不然不会那么强势的 ","listText":"<a href=\"https://laohu8.com/S/02889\">$博泰车联(02889)$ </a> 这个应该炒业绩预期，不然不会那么强势的 ","text":"$博泰车联(02889)$ 这个应该炒业绩预期，不然不会那么强势的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524141837468816","isVote":1,"tweetType":1,"viewCount":316,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524141200307288,"gmtCreate":1768990821351,"gmtModify":1768990823756,"author":{"id":"4214529501700820","authorId":"4214529501700820","name":"外资不跑","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4214529501700820","authorIdStr":"4214529501700820"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/XIACY\">$小米集团ADR(XIACY)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a>&nbsp;小米集团创始人雷军在2026年首场直播中直面争议，承认“小字营销”是行业陋习，并承诺小米将“从现在做起，立马整改”。","listText":"<a href=\"https://laohu8.com/S/XIACY\">$小米集团ADR(XIACY)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a>&nbsp;小米集团创始人雷军在2026年首场直播中直面争议，承认“小字营销”是行业陋习，并承诺小米将“从现在做起，立马整改”。","text":"$小米集团ADR(XIACY)$ $小米集团-W(01810)$ 小米集团创始人雷军在2026年首场直播中直面争议，承认“小字营销”是行业陋习，并承诺小米将“从现在做起，立马整改”。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524141200307288","repostId":"2605610880","repostType":2,"repost":{"id":"2605610880","kind":"news","pubTimestamp":1768987163,"share":"https://www.laohu8.com/m/news/2605610880?lang=zh_CN&edition=full","pubTime":"2026-01-21 17:19","market":"hk","language":"zh","title":"人老实话不多？小米汽车与雷军的成与败","url":"https://stock-news.laohu8.com/highlight/detail?id=2605610880","media":"一品汽车","summary":"而2026年的销售目标已定为55万台，有预测称小米电动汽车销量甚至可能在2026年超越特斯拉。小米汽车业务的增长令人瞩目。小米汽车业务对集团总收入的贡献率也将达到30%。对此，也有网友调侃称小米与雷军，均是“人老实话不多”的典范。小米汽车在销量上的成功与其营销上的争议形成了鲜明对比。2025年第三季度，小米汽车及AI等创新业务首次实现单季度盈利，经营利润达7亿元。","content":"<html><body><article><p>新年伊始，<a href=\"https://laohu8.com/S/XIACY\">小米</a>集团创始人雷军在2026年首场直播中直面争议，承认“小字营销”是行业陋习，并承诺<a href=\"https://laohu8.com/S/01810\">小米</a>将“从现在做起，立马整改”。</p><img src=\"https://inews.gtimg.com/om_bt/OiF9IZBxLWzxBPE0wcdPtkYiYCMAXBWhdkIroxITZhxmAAA/0\"/><p>这场直播恰逢<a href=\"https://laohu8.com/S/81810\">小米</a>汽车业务的关键节点——2025年小米汽车超额17%完成年度目标，售出41.18万台。而2026年的销售目标已定为55万台，有预测称小米电动汽车销量甚至可能在2026年超越<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>。</p><p>在《一品汽车》看来，雷军在新年直播中回应“小字营销”争议，称其为行业陋习并承诺立即整改，大有以自身陋习捆绑行业发展的趋势。而与此同时，小米汽车2026年的销售目标已定为55万辆，则预示着这家车企将在今年亮出更多杀手锏。</p><p>01</p><p>小字的背后拆车与拆台</p><p>Part One</p><p>雷军的2026年首场直播历时四个小时，工程师现场完整拆解了一台宝石绿小米YU7。从座椅、底盘到电机、电池包，雷军试图以最直观的方式展示小米汽车的核心部件与结构设计。</p><img src=\"https://inews.gtimg.com/om_bt/OP41FOWUrEfqWbTkw0VpxSiJsCCf54p2QR5jfsrWzwmQYAA/0\"/><p>直播的重点之一是回应外界对小米营销手法的质疑。“200公里瞬间刹停”等表述被雷军解释为“类似于‘刷剧一口气看了十多集’，是一种真实体验的感慨性表述”。</p><p>对“小字营销”这一被诟病已久的问题，雷军给出了明确的回应：“小字确实是行业陋习，在这一点上，小米从现在做起，立马整改。”</p><img src=\"https://inews.gtimg.com/om_bt/OuysElopKd0yhDIIqd1576nGl8TNUbB5181PV7xxNeSPQAA/0\"/><p>小米宣传物料上的“小字”问题并非孤例。2025年9月，雷军微博中带有“小字”的宣传海报至少32张。</p><p>小米集团董事长特别助理徐洁云在直播中解释道：“在宣传物料上，比如海报、PPT上面加标注，确实是行业常见的惯例，小米之前更多考虑的是法律合规。”</p><img src=\"https://inews.gtimg.com/om_bt/OFe26DIFZJJEwvuejKQN_qC88GOd4fC37H_MBhB2BE6ngAA/0\"/><p>在《一品汽车》看来，这种雷军口中的行业通行做法，却让消费者感到被误导。小米17 Pro的“逆光设计目标”小字、小米超强钢等表述，虽然被标注为“行业截至发布时量产最高强度”，但大字标题的冲击力与小字注释的限制条件形成鲜明对比。而这真的是行业普遍现象，还是一家车企的营销陋习，仍要画一个大大的问号。</p><p>02</p><p>整改的背后销量与目标的距离</p><p>Part Two</p><p>雷军在直播中承诺整改后，小米确实有所行动。从2025年12月1日至2026年1月7日，雷军微博发布的小米产品宣传海报中，存在“小字”的海报数量减少到13张。</p><p>小米官方表示，从11月开始，内部拉通了很多团队，达成坚定共识，要求所有商务团队在说明和注解中都尽量使用大字。</p><p>“我们现在要求所有的商务团队在说明和注解中都尽量使用大字。”徐洁云在直播中强调。这种改变在部分海报上已有所体现，如购车权益宣传图中的小字内容更精简、字体更大，可阅读性明显提升。</p><img src=\"https://inews.gtimg.com/om_bt/OH70yHum1UDTUnJXcUHr7lBSXKCIekgI4FvrXKH9N4xiIAA/0\"/><p>小米汽车业务的增长令人瞩目。2025年，小米汽车交付量从原定的30万辆目标，提高到35万，最终实现超过41万辆。</p><p>值得一提的是，2026年，雷军定下了55万辆的交付目标，并表达了对超额完成的期待。彭博经济研究甚至预测，小米电动汽车销量可能在2026年实现三位数百分比的增长，全年出货量或达78.2万辆。</p><img src=\"https://inews.gtimg.com/om_bt/ODAFWnlP93aNQw0p8XyDm7Fegz4lR1G_No-J4iyK5BQ9wAA/0\"/><p>若这一预测成真，小米将在中国市场挑战特斯拉的销量领先地位。小米汽车业务对集团总收入的贡献率也将达到30%。</p><p>03</p><p>营销的转折</p><p>人老实话不多形象坐实</p><p>Part Three</p><p>值得一提的是，雷军在近期直播中再次强调了小米在宣传策略上的转变：“如果实际只有600V，却直接称作800V，大家能够接受吗？”</p><p>他以新一代小米SU7汽车为例，指出该车型所采用的碳化硅高压平台电压值明确标注为752V、897V等具体数值，而非笼统称为800V或900V。</p><p>“过去行业内将350V称为400V之类的做法是一种长期存在的不严谨习惯。”雷军承认。这种态度的转变标志着小米营销策略的重要调整，从遵循行业潜规则转向主动提高透明度标准。对此，也有网友调侃称小米与雷军，均是“人老实话不多”的典范。</p><p>小米汽车在销量上的成功与其营销上的争议形成了鲜明对比。2025年第三季度，小米汽车及AI等创新业务首次实现单季度盈利，经营利润达7亿元。</p><p>但与此同时，小米营销中的“小字”问题持续引发质疑。雷军这种“老实人”形象与营销实践中存在的模糊地带形成了有趣反差。他坦言：“小米只有15年的创业历程，还有非常多不完美的地方。”但是，造车往往并不能容忍，任何不完美，因为一辆车往往关乎一整个家庭的安全与生命。</p><p>“</p><p><strong>写在最后：</strong></p><p>好在雷军已经承诺，能完整呈现的就不应省略，能精确表达的绝不能笼统带过。而当行业营销的潜规则被打破，当一位行业领军者公开承认并改正长期存在的“陋习”，改变的将不仅仅是一家企业的宣传材料，更是整个行业的透明标准。</p><p>但用户又是否还会为企业塑造的“IP形象”继续买单，小米又能否乱局中实现超越均是未知数。一切也只有用产品来说话，距小米新款车发布还有三个月在时间，“人老实话不多”的雷军如何在短期内扭转企业形象无疑值得我们持续聚焦。</p><p>”</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\" content=\"telephone=no,email=no,address=no\" />\n<title>人老实话不多？小米汽车与雷军的成与败</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{ 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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人老实话不多？小米汽车与雷军的成与败\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-21 17:19 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260121173655a69bb132&s=b><strong>一品汽车</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>新年伊始，小米集团创始人雷军在2026年首场直播中直面争议，承认“小字营销”是行业陋习，并承诺小米将“从现在做起，立马整改”。这场直播恰逢小米汽车业务的关键节点——2025年小米汽车超额17%完成年度目标，售出41.18万台。而2026年的销售目标已定为55万台，有预测称小米电动汽车销量甚至可能在2026年超越特斯拉。在《一品汽车》看来，雷军在新年直播中回应“小字营销”争议，称其为行业陋习并承诺...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260121173655a69bb132&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":{"81810":"小米集团-WR","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU0345776255.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) INC","BK1506":"5G概念","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS 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One雷军的2026年首场直播历时四个小时，工程师现场完整拆解了一台宝石绿小米YU7。从座椅、底盘到电机、电池包，雷军试图以最直观的方式展示小米汽车的核心部件与结构设计。直播的重点之一是回应外界对小米营销手法的质疑。“200公里瞬间刹停”等表述被雷军解释为“类似于‘刷剧一口气看了十多集’，是一种真实体验的感慨性表述”。对“小字营销”这一被诟病已久的问题，雷军给出了明确的回应：“小字确实是行业陋习，在这一点上，小米从现在做起，立马整改。”小米宣传物料上的“小字”问题并非孤例。2025年9月，雷军微博中带有“小字”的宣传海报至少32张。小米集团董事长特别助理徐洁云在直播中解释道：“在宣传物料上，比如海报、PPT上面加标注，确实是行业常见的惯例，小米之前更多考虑的是法律合规。”在《一品汽车》看来，这种雷军口中的行业通行做法，却让消费者感到被误导。小米17 Pro的“逆光设计目标”小字、小米超强钢等表述，虽然被标注为“行业截至发布时量产最高强度”，但大字标题的冲击力与小字注释的限制条件形成鲜明对比。而这真的是行业普遍现象，还是一家车企的营销陋习，仍要画一个大大的问号。02整改的背后销量与目标的距离Part Two雷军在直播中承诺整改后，小米确实有所行动。从2025年12月1日至2026年1月7日，雷军微博发布的小米产品宣传海报中，存在“小字”的海报数量减少到13张。小米官方表示，从11月开始，内部拉通了很多团队，达成坚定共识，要求所有商务团队在说明和注解中都尽量使用大字。“我们现在要求所有的商务团队在说明和注解中都尽量使用大字。”徐洁云在直播中强调。这种改变在部分海报上已有所体现，如购车权益宣传图中的小字内容更精简、字体更大，可阅读性明显提升。小米汽车业务的增长令人瞩目。2025年，小米汽车交付量从原定的30万辆目标，提高到35万，最终实现超过41万辆。值得一提的是，2026年，雷军定下了55万辆的交付目标，并表达了对超额完成的期待。彭博经济研究甚至预测，小米电动汽车销量可能在2026年实现三位数百分比的增长，全年出货量或达78.2万辆。若这一预测成真，小米将在中国市场挑战特斯拉的销量领先地位。小米汽车业务对集团总收入的贡献率也将达到30%。03营销的转折人老实话不多形象坐实Part Three值得一提的是，雷军在近期直播中再次强调了小米在宣传策略上的转变：“如果实际只有600V，却直接称作800V，大家能够接受吗？”他以新一代小米SU7汽车为例，指出该车型所采用的碳化硅高压平台电压值明确标注为752V、897V等具体数值，而非笼统称为800V或900V。“过去行业内将350V称为400V之类的做法是一种长期存在的不严谨习惯。”雷军承认。这种态度的转变标志着小米营销策略的重要调整，从遵循行业潜规则转向主动提高透明度标准。对此，也有网友调侃称小米与雷军，均是“人老实话不多”的典范。小米汽车在销量上的成功与其营销上的争议形成了鲜明对比。2025年第三季度，小米汽车及AI等创新业务首次实现单季度盈利，经营利润达7亿元。但与此同时，小米营销中的“小字”问题持续引发质疑。雷军这种“老实人”形象与营销实践中存在的模糊地带形成了有趣反差。他坦言：“小米只有15年的创业历程，还有非常多不完美的地方。”但是，造车往往并不能容忍，任何不完美，因为一辆车往往关乎一整个家庭的安全与生命。“写在最后：好在雷军已经承诺，能完整呈现的就不应省略，能精确表达的绝不能笼统带过。而当行业营销的潜规则被打破，当一位行业领军者公开承认并改正长期存在的“陋习”，改变的将不仅仅是一家企业的宣传材料，更是整个行业的透明标准。但用户又是否还会为企业塑造的“IP形象”继续买单，小米又能否乱局中实现超越均是未知数。一切也只有用产品来说话，距小米新款车发布还有三个月在时间，“人老实话不多”的雷军如何在短期内扭转企业形象无疑值得我们持续聚焦。”","news_type":1,"symbols_score_info":{"81810":0.6,"XIACY":1.96,"01810":1.96,"MIUmain":0.6,"HXXD.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":691,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524207094059480,"gmtCreate":1768990756006,"gmtModify":1768991137481,"author":{"id":"4214529501700820","authorId":"4214529501700820","name":"外资不跑","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4214529501700820","authorIdStr":"4214529501700820"},"themes":[],"title":"","htmlText":"未来的赢家，将是那些通过产品持续创新与供应链成本优化，切实保障加盟商投资能在合理周期内稳定回收的头部企业。","listText":"未来的赢家，将是那些通过产品持续创新与供应链成本优化，切实保障加盟商投资能在合理周期内稳定回收的头部企业。","text":"未来的赢家，将是那些通过产品持续创新与供应链成本优化，切实保障加盟商投资能在合理周期内稳定回收的头部企业。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524207094059480","repostId":"524090968200680","repostType":1,"repost":{"id":524090968200680,"gmtCreate":1768978571725,"gmtModify":1768981472697,"author":{"id":"3516602336846214","authorId":"3516602336846214","name":"懂财帝","avatar":"https://static.tigerbbs.com/d6b2eb4d75c88ab7458effee196f2c26","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3516602336846214","authorIdStr":"3516602336846214"},"themes":[],"title":"霸王茶姬“渡劫”：陷入咖啡因风波，急需下一个“伯牙绝弦”","htmlText":"图片 股价跌超56%，单店GMV连续7个月下滑，霸王茶姬急需下一个“伯牙绝弦”。 ©️懂财帝出品 · 作者｜嘉逸 霸王茶姬，被推上了“风口浪尖”。一位知乎网友发文直指咖啡因含量，引爆舆论，导致其股价一度暴跌近16%。 近期，一位霸王茶姬员工徒手捏柠檬片，用手搅拌茶汤的视频，又在社交平台疯传。尽管该员工已被开除，但人们依然质疑食品安全。 屋漏偏逢连夜雨，券商、投资者，也持谨慎态度。 由于霸王茶姬不参加“外卖大战”，产品更新缓慢，业绩已明显降速。2025Q3营收32.08亿元，同比下滑9.4%，归母净利润3.94亿元，大幅下滑38.5%。 作为估值锚，2025Q3，大中华区单店月均GMV下滑至37.85万元，已连续7个季度承压。 反映在股价上，截至1月18日，较发行价（28美元），霸王茶姬股价（12.09美元）已下跌56.82%，总市值约156.49亿元人民币，表现大幅落后于同业。 对此，外资投行，摩根大通给予“卖出”评级，Citi Research（花旗研究）维持“买入/高风险”评级，但大幅下调了目标价。内资券商，海通国际也下调了业绩预期和目标价。 这更加令人担忧。 2026年，中国茶饮行业的“规模扩张”叙事或将走向终结。存量竞争下，战事将更加激烈。 国信证券认为：未来的赢家，将是那些通过产品持续创新与供应链成本优化，切实保障加盟商投资能在合理周期内稳定回收的头部企业。[1] 但，曾经的“黑马”霸王茶姬，能否突破创新困境，再造一个“伯牙绝弦”？ 1 ｜ 陷入“咖啡因风波”，组织变迟钝？ 霸王茶姬，“重仓”押注鲜乳茶，而茶叶自带“茶碱”（咖啡因），此前就曾引起争议。 “伯牙绝弦”“万里木兰”因高浓度茶多酚，被网友调侃为“睡眠刺客”，“下午三点万里木兰，凌晨三点替父从军”。 此次，一位知乎网友更是给霸王茶姬扣上了沉重的帽子，引起恐慌。以至于深圳卫健委等官方机构，都亲自下场辟谣。","listText":"图片 股价跌超56%，单店GMV连续7个月下滑，霸王茶姬急需下一个“伯牙绝弦”。 ©️懂财帝出品 · 作者｜嘉逸 霸王茶姬，被推上了“风口浪尖”。一位知乎网友发文直指咖啡因含量，引爆舆论，导致其股价一度暴跌近16%。 近期，一位霸王茶姬员工徒手捏柠檬片，用手搅拌茶汤的视频，又在社交平台疯传。尽管该员工已被开除，但人们依然质疑食品安全。 屋漏偏逢连夜雨，券商、投资者，也持谨慎态度。 由于霸王茶姬不参加“外卖大战”，产品更新缓慢，业绩已明显降速。2025Q3营收32.08亿元，同比下滑9.4%，归母净利润3.94亿元，大幅下滑38.5%。 作为估值锚，2025Q3，大中华区单店月均GMV下滑至37.85万元，已连续7个季度承压。 反映在股价上，截至1月18日，较发行价（28美元），霸王茶姬股价（12.09美元）已下跌56.82%，总市值约156.49亿元人民币，表现大幅落后于同业。 对此，外资投行，摩根大通给予“卖出”评级，Citi Research（花旗研究）维持“买入/高风险”评级，但大幅下调了目标价。内资券商，海通国际也下调了业绩预期和目标价。 这更加令人担忧。 2026年，中国茶饮行业的“规模扩张”叙事或将走向终结。存量竞争下，战事将更加激烈。 国信证券认为：未来的赢家，将是那些通过产品持续创新与供应链成本优化，切实保障加盟商投资能在合理周期内稳定回收的头部企业。[1] 但，曾经的“黑马”霸王茶姬，能否突破创新困境，再造一个“伯牙绝弦”？ 1 ｜ 陷入“咖啡因风波”，组织变迟钝？ 霸王茶姬，“重仓”押注鲜乳茶，而茶叶自带“茶碱”（咖啡因），此前就曾引起争议。 “伯牙绝弦”“万里木兰”因高浓度茶多酚，被网友调侃为“睡眠刺客”，“下午三点万里木兰，凌晨三点替父从军”。 此次，一位知乎网友更是给霸王茶姬扣上了沉重的帽子，引起恐慌。以至于深圳卫健委等官方机构，都亲自下场辟谣。","text":"图片 股价跌超56%，单店GMV连续7个月下滑，霸王茶姬急需下一个“伯牙绝弦”。 ©️懂财帝出品 · 作者｜嘉逸 霸王茶姬，被推上了“风口浪尖”。一位知乎网友发文直指咖啡因含量，引爆舆论，导致其股价一度暴跌近16%。 近期，一位霸王茶姬员工徒手捏柠檬片，用手搅拌茶汤的视频，又在社交平台疯传。尽管该员工已被开除，但人们依然质疑食品安全。 屋漏偏逢连夜雨，券商、投资者，也持谨慎态度。 由于霸王茶姬不参加“外卖大战”，产品更新缓慢，业绩已明显降速。2025Q3营收32.08亿元，同比下滑9.4%，归母净利润3.94亿元，大幅下滑38.5%。 作为估值锚，2025Q3，大中华区单店月均GMV下滑至37.85万元，已连续7个季度承压。 反映在股价上，截至1月18日，较发行价（28美元），霸王茶姬股价（12.09美元）已下跌56.82%，总市值约156.49亿元人民币，表现大幅落后于同业。 对此，外资投行，摩根大通给予“卖出”评级，Citi Research（花旗研究）维持“买入/高风险”评级，但大幅下调了目标价。内资券商，海通国际也下调了业绩预期和目标价。 这更加令人担忧。 2026年，中国茶饮行业的“规模扩张”叙事或将走向终结。存量竞争下，战事将更加激烈。 国信证券认为：未来的赢家，将是那些通过产品持续创新与供应链成本优化，切实保障加盟商投资能在合理周期内稳定回收的头部企业。[1] 但，曾经的“黑马”霸王茶姬，能否突破创新困境，再造一个“伯牙绝弦”？ 1 ｜ 陷入“咖啡因风波”，组织变迟钝？ 霸王茶姬，“重仓”押注鲜乳茶，而茶叶自带“茶碱”（咖啡因），此前就曾引起争议。 “伯牙绝弦”“万里木兰”因高浓度茶多酚，被网友调侃为“睡眠刺客”，“下午三点万里木兰，凌晨三点替父从军”。 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