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David_hu
David_hu
·
03-16 15:15
$小米集团-W(01810)$
坚定看多小米。新一代SU7即将上市,产品力全面升级,标配激光雷达、高压平台与长续航,预售订单饱满,交付节奏明确。汽车业务已从投入期转向盈利贡献期,YU7 SUV持续热销,2026年55万辆销量目标清晰,成长确定性强。手机与AIoT基本盘稳健,现金流充足,人车家全生态逐步兑现价值。当前股价处于阶段性底部,估值合理,安全边际高。新车上市、销量超预期、业绩持续改善将成为多重催化,小米有望迎来估值与业绩双击,底部回升趋势明确,中长期配置价值突出。
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David_hu
David_hu
·
03-16 15:04
新一代小米SUV上市在即!小米能否底部回升 3月16日,资本市场迎来一则重磅消息:
$小米集团-W(01810)$
小米集团(01810.HK)股价早盘大涨超5%,报35.14港元,成交额迅速放大。这一波强劲反弹的核心催化剂,正是小米汽车官方刚刚官宣的新一代小米SU7将于3月19日晚7点正式上市。 作为雷军口中“承载所有向往的Dream Car”,这款经过两年潜心打磨的迭代车型,能否助小米彻底走出底部震荡?今天我们从产品、业绩、估值三个维度,深度拆解这次关键拐点。 🚗 一、产品端:技术全面拉满,交付节奏超预期 新一代SU7绝非小改款,而是一次全方位的“硬核升级”。 1. 核心配置全系标配:全系标配激光雷达与4D毫米波雷达,智驾算力拉满;安全层面升级至9安全气囊与2200MPa钢制防滚架,安全标准对标豪华品牌。 2. 续航与三电大突破:搭载碳化硅高压平台,Pro版CLTC续航达到902公里,Max版实现897V超高压快充,15分钟补能最高可达670公里。 3. 交付即交付:实车已进驻全国143个城市492家门店,北京亦庄工厂已启动规模化预生产,发布会后即刻开启大规模交付,日均发运800台,彻底解决“等车难”问题。 4. 价格与版本:预售区间22.99万-30.99万元,虽较初代涨价约1.4万元,但在配置全面升级的背景下,性价比依然突出。 📈 二、基本面:汽车业务扭亏为盈,全年目标清晰 从投资逻辑看,小米汽车已从“烧钱投入”阶段迈入“贡献利润”的新阶段。 • 业绩拐点:2025年Q3小米汽车业务首次实现单季盈利7亿元。 • 产能与销量:2025年全年交付41万辆,12月单月交付突破5万辆。2026年目标直指55万辆,年增长目标34%。 • 产品矩阵:今年不仅是SU7换代,小米汽
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David_hu
David_hu
·
01-22
$BitGo Holdings, Inc.(BTGO)$
几点开盘呢
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David_hu
David_hu
·
01-22
$BitGo Holdings, Inc.(BTGO)$
公布中签结果了吗?
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小米集团(01810.HK)股价早盘大涨超5%,报35.14港元,成交额迅速放大。这一波强劲反弹的核心催化剂,正是小米汽车官方刚刚官宣的新一代小米SU7将于3月19日晚7点正式上市。 作为雷军口中“承载所有向往的Dream Car”,这款经过两年潜心打磨的迭代车型,能否助小米彻底走出底部震荡?今天我们从产品、业绩、估值三个维度,深度拆解这次关键拐点。 🚗 一、产品端:技术全面拉满,交付节奏超预期 新一代SU7绝非小改款,而是一次全方位的“硬核升级”。 1. 核心配置全系标配:全系标配激光雷达与4D毫米波雷达,智驾算力拉满;安全层面升级至9安全气囊与2200MPa钢制防滚架,安全标准对标豪华品牌。 2. 续航与三电大突破:搭载碳化硅高压平台,Pro版CLTC续航达到902公里,Max版实现897V超高压快充,15分钟补能最高可达670公里。 3. 交付即交付:实车已进驻全国143个城市492家门店,北京亦庄工厂已启动规模化预生产,发布会后即刻开启大规模交付,日均发运800台,彻底解决“等车难”问题。 4. 价格与版本:预售区间22.99万-30.99万元,虽较初代涨价约1.4万元,但在配置全面升级的背景下,性价比依然突出。 📈 二、基本面:汽车业务扭亏为盈,全年目标清晰 从投资逻辑看,小米汽车已从“烧钱投入”阶段迈入“贡献利润”的新阶段。 • 业绩拐点:2025年Q3小米汽车业务首次实现单季盈利7亿元。 • 产能与销量:2025年全年交付41万辆,12月单月交付突破5万辆。2026年目标直指55万辆,年增长目标34%。 • 产品矩阵:今年不仅是SU7换代,小米汽","listText":"新一代小米SUV上市在即!小米能否底部回升 3月16日,资本市场迎来一则重磅消息:<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> 小米集团(01810.HK)股价早盘大涨超5%,报35.14港元,成交额迅速放大。这一波强劲反弹的核心催化剂,正是小米汽车官方刚刚官宣的新一代小米SU7将于3月19日晚7点正式上市。 作为雷军口中“承载所有向往的Dream Car”,这款经过两年潜心打磨的迭代车型,能否助小米彻底走出底部震荡?今天我们从产品、业绩、估值三个维度,深度拆解这次关键拐点。 🚗 一、产品端:技术全面拉满,交付节奏超预期 新一代SU7绝非小改款,而是一次全方位的“硬核升级”。 1. 核心配置全系标配:全系标配激光雷达与4D毫米波雷达,智驾算力拉满;安全层面升级至9安全气囊与2200MPa钢制防滚架,安全标准对标豪华品牌。 2. 续航与三电大突破:搭载碳化硅高压平台,Pro版CLTC续航达到902公里,Max版实现897V超高压快充,15分钟补能最高可达670公里。 3. 交付即交付:实车已进驻全国143个城市492家门店,北京亦庄工厂已启动规模化预生产,发布会后即刻开启大规模交付,日均发运800台,彻底解决“等车难”问题。 4. 价格与版本:预售区间22.99万-30.99万元,虽较初代涨价约1.4万元,但在配置全面升级的背景下,性价比依然突出。 📈 二、基本面:汽车业务扭亏为盈,全年目标清晰 从投资逻辑看,小米汽车已从“烧钱投入”阶段迈入“贡献利润”的新阶段。 • 业绩拐点:2025年Q3小米汽车业务首次实现单季盈利7亿元。 • 产能与销量:2025年全年交付41万辆,12月单月交付突破5万辆。2026年目标直指55万辆,年增长目标34%。 • 产品矩阵:今年不仅是SU7换代,小米汽","text":"新一代小米SUV上市在即!小米能否底部回升 3月16日,资本市场迎来一则重磅消息:$小米集团-W(01810)$ 小米集团(01810.HK)股价早盘大涨超5%,报35.14港元,成交额迅速放大。这一波强劲反弹的核心催化剂,正是小米汽车官方刚刚官宣的新一代小米SU7将于3月19日晚7点正式上市。 作为雷军口中“承载所有向往的Dream Car”,这款经过两年潜心打磨的迭代车型,能否助小米彻底走出底部震荡?今天我们从产品、业绩、估值三个维度,深度拆解这次关键拐点。 🚗 一、产品端:技术全面拉满,交付节奏超预期 新一代SU7绝非小改款,而是一次全方位的“硬核升级”。 1. 核心配置全系标配:全系标配激光雷达与4D毫米波雷达,智驾算力拉满;安全层面升级至9安全气囊与2200MPa钢制防滚架,安全标准对标豪华品牌。 2. 续航与三电大突破:搭载碳化硅高压平台,Pro版CLTC续航达到902公里,Max版实现897V超高压快充,15分钟补能最高可达670公里。 3. 交付即交付:实车已进驻全国143个城市492家门店,北京亦庄工厂已启动规模化预生产,发布会后即刻开启大规模交付,日均发运800台,彻底解决“等车难”问题。 4. 价格与版本:预售区间22.99万-30.99万元,虽较初代涨价约1.4万元,但在配置全面升级的背景下,性价比依然突出。 📈 二、基本面:汽车业务扭亏为盈,全年目标清晰 从投资逻辑看,小米汽车已从“烧钱投入”阶段迈入“贡献利润”的新阶段。 • 业绩拐点:2025年Q3小米汽车业务首次实现单季盈利7亿元。 • 产能与销量:2025年全年交付41万辆,12月单月交付突破5万辆。2026年目标直指55万辆,年增长目标34%。 • 产品矩阵:今年不仅是SU7换代,小米汽","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":2,"link":"https://laohu8.com/post/543207884182392","isVote":2,"tweetType":1,"viewCount":4512,"authorTweetTopStatus":1,"verified":2,"vote":{"id":5943,"gmtBegin":1773644679616,"gmtEnd":1774249389008,"type":1,"upper":1,"title":"小米股票能否在6月回升到50元的价格?","choices":[{"id":20021,"sort":1,"name":"能","userSize":44,"voted":false},{"id":20022,"sort":2,"name":"不能","userSize":12,"voted":false}]},"comments":[{"author":{"id":"3479274795873497","authorId":"3479274795873497","name":"AIolt","avatar":"https://static.laohu8.com/picture145","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274795873497","authorIdStr":"3479274795873497"},"content":"小米这次给力,股价要冲!","text":"小米这次给力,股价要冲!","html":"小米这次给力,股价要冲!"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524558370713632,"gmtCreate":1769093803116,"gmtModify":1769095288492,"author":{"id":"3573893978410694","authorId":"3573893978410694","name":"David_hu","avatar":"https://static.tigerbbs.com/e92d9d65a7f674550d8d7de01b09e759","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573893978410694","authorIdStr":"3573893978410694"},"themes":[],"title":"","htmlText":"<a 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