$小米集团-W(01_老虎社区_美港股上老虎

cc爱中分
03-24

$小米集团-W(01810)$ Q4落地了，手机毛利被内存压到8.3%，好在汽车冲得快把坑填了。内存周期还得磨，今年就看OpenClaw带消费电子、模型收入、汽车超预期这三条线。风险是ASP上不去，补贴退坡后更卷。这个位置左侧买点防御一下还行。

# 小米财报整体超预期！能否提振股价大涨？

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微微流年
·03-24
左侧买没问题，但别指望马上反转
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