+关注
机智的骁总
暂无个人介绍
IP属地：河南
19
关注
1
粉丝
1
主题
0
勋章
主贴
热门
机智的骁总
04-29 22:54
浅尝一下，打了一手～
机智的骁总
04-16
不是创新高，就是在创新高路上…
现货黄金时隔一日再创新高，最高报3248.9美元/盎司
机智的骁总
04-15
$映恩生物(09606)$
这就是中签的滋味[开心]
机智的骁总
02-27
那今天上午的冲高，不就短暂到顶了[捂脸]
高盛上调小米目标价，看好小米最终会是AI赢家
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"4203134758685802","uuid":"4203134758685802","gmtCreate":1740057123369,"gmtModify":1740635360523,"name":"机智的骁总","pinyin":"jzdxzjizhidexiaozong","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/574c07dc2b26d1c01e1522a040e611cb","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":1,"headSize":19,"tweetSize":4,"questionSize":0,"limitLevel":999,"accountStatus":1,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":1,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"35ec162348d5460f88c959321e554969-1","templateUuid":"35ec162348d5460f88c959321e554969","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.04.08","exceedPercentage":"60.14%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.03.07","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":2,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":"河南","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":9,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":429738738942224,"gmtCreate":1745938496499,"gmtModify":1745939653784,"author":{"id":"4203134758685802","authorId":"4203134758685802","name":"机智的骁总","avatar":"https://static.tigerbbs.com/574c07dc2b26d1c01e1522a040e611cb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4203134758685802","authorIdStr":"4203134758685802"},"themes":[],"htmlText":"浅尝一下，打了一手～","listText":"浅尝一下，打了一手～","text":"浅尝一下，打了一手～","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/429738738942224","isVote":1,"tweetType":1,"viewCount":115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":425051620831456,"gmtCreate":1744760775176,"gmtModify":1744767044379,"author":{"id":"4203134758685802","authorId":"4203134758685802","name":"机智的骁总","avatar":"https://static.tigerbbs.com/574c07dc2b26d1c01e1522a040e611cb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4203134758685802","authorIdStr":"4203134758685802"},"themes":[],"htmlText":"不是创新高，就是在创新高路上…","listText":"不是创新高，就是在创新高路上…","text":"不是创新高，就是在创新高路上…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/425051620831456","repostId":"1110805319","repostType":2,"repost":{"id":"1110805319","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":1744760317,"share":"https://www.laohu8.com/m/news/1110805319?lang=&edition=full","pubTime":"2025-04-16 07:38","market":"us","language":"zh","title":"现货黄金时隔一日再创新高，最高报3248.9美元/盎司","url":"https://stock-news.laohu8.com/highlight/detail?id=1110805319","media":"老虎资讯综合","summary":"现货黄金时隔一日再创新高，最高报3248.9美元/盎司。","content":"<html><head></head><body><p>现货黄金时隔一日再创新高，最高报3248.9美元/盎司。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/95930b3e8956bff4e9f6ba71c4fab10b\" tg-width=\"635\" tg-height=\"379\"/></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>现货黄金时隔一日再创新高，最高报3248.9美元/盎司</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现货黄金时隔一日再创新高，最高报3248.9美元/盎司\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\">2025-04-16 07:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>现货黄金时隔一日再创新高，最高报3248.9美元/盎司。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/95930b3e8956bff4e9f6ba71c4fab10b\" tg-width=\"635\" tg-height=\"379\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c307757575ffe3d6ca9295ced646627f","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110805319","content_text":"现货黄金时隔一日再创新高，最高报3248.9美元/盎司。","news_type":1},"isVote":1,"tweetType":1,"viewCount":105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":424640994328944,"gmtCreate":1744681564109,"gmtModify":1744684149899,"author":{"id":"4203134758685802","authorId":"4203134758685802","name":"机智的骁总","avatar":"https://static.tigerbbs.com/574c07dc2b26d1c01e1522a040e611cb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4203134758685802","authorIdStr":"4203134758685802"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09606\">$映恩生物(09606)$</a> 这就是中签的滋味[开心] ","listText":"<a href=\"https://laohu8.com/S/09606\">$映恩生物(09606)$</a> 这就是中签的滋味[开心] ","text":"$映恩生物(09606)$ 这就是中签的滋味[开心]","images":[{"img":"https://static.tigerbbs.com/568c8613496e15a14ebfa37ff61aa7de","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/424640994328944","isVote":1,"tweetType":1,"viewCount":1147,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3550727663913398","authorId":"3550727663913398","name":"小冬_1637","avatar":"https://static.tigerbbs.com/4b64af62063a80ff7e942af8ee0b610a","crmLevel":5,"crmLevelSwitch":0,"idStr":"3550727663913398","authorIdStr":"3550727663913398"},"content":"厉害 暗盘就出了 少一半 哈哈哈哈","text":"厉害 暗盘就出了 少一半 哈哈哈哈","html":"厉害 暗盘就出了 少一半 哈哈哈哈"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":408042819301424,"gmtCreate":1740634643787,"gmtModify":1740635655405,"author":{"id":"4203134758685802","authorId":"4203134758685802","name":"机智的骁总","avatar":"https://static.tigerbbs.com/574c07dc2b26d1c01e1522a040e611cb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4203134758685802","authorIdStr":"4203134758685802"},"themes":[],"htmlText":"那今天上午的冲高，不就短暂到顶了[捂脸] ","listText":"那今天上午的冲高，不就短暂到顶了[捂脸] ","text":"那今天上午的冲高，不就短暂到顶了[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/408042819301424","repostId":"2514894748","repostType":2,"repost":{"id":"2514894748","kind":"news","pubTimestamp":1740613102,"share":"https://www.laohu8.com/m/news/2514894748?lang=&edition=full","pubTime":"2025-02-27 07:38","market":"hk","language":"zh","title":"高盛上调小米目标价，看好小米最终会是AI赢家","url":"https://stock-news.laohu8.com/highlight/detail?id=2514894748","media":"华尔街见闻","summary":"高盛将小米12个月目标价从38港元大幅上调至58港元，较周五收盘价高12%以上，并重申了“买入”评级。截至2024年，小米的AIoT设备连接数已接近9亿台，这一庞大的生态系统为小米在AI领域的应用提供了广阔的空间。高盛认为，随着小米在AI技术上的持续投入，其智能手机业务有望通过智能化功能的提升进一步巩固市场份额。","content":"<html><body><article><p>在AI和物联网（IoT）浪潮席卷全球的当下，小米正凭借其独特的战略布局和强大的生态优势，悄然改写科技行业的竞争格局。</p><p><a href=\"https://laohu8.com/S/GS\">高盛</a>上周稍早前公布研报称，小米在AI和IoT领域的战略布局，通过构建操作系统级别的AI代理——小爱同学和全球最大的AIoT生态系统，未来几年有望实现强劲增长，成为AI行业最终的赢家。</p><p>小米处于有利地位，能够以更高效的方式提升其AI技术能力，通过AI扩大其“人×车×家”生态系统并推动销售增长，并且有望在长期内向互联网/软件服务领域上游迈进，通过构建操作系统级别的AI代理——小爱同学和全球最大的AIoT生态系统。</p><p>高盛将小米12个月目标价从38港元大幅上调至58港元，较周五收盘价高12%以上，并重申了“买入”评级。</p><p><strong>AI+AIoT生态系统</strong></p><p>报告指出，小米正在构建操作系统级别的AI代理——Xiaoai，并将其打造为全球最大的AIoT生态系统。这一战略的核心是将AI技术深度融入小米的硬件、软件和服务中，实现从智能手机到智能家居、电动汽车的全方位智能化连接。</p><p>截至2024年，小米的AIoT设备连接数已接近9亿台，这一庞大的生态系统为小米在AI领域的应用提供了广阔的空间。</p><p>高盛还认为，各公司在AI大语言模型能力方面的差距逐渐缩小，小米的差异化优势体现在两个方面：</p><p>首先，获客成本低，小米拥有全球第三大智能手机市场份额（2023年占比13%），这意味着其AI技术可以通过海量的设备快速落地和推广。</p><p>其次，小米的AI技术不仅局限于软件层面，还通过硬件与软件的深度结合，实现了更高效的智能化体验。例如，小米的智能汽车SU7 Ultra和即将发布的YU7，不仅在性能上对标<a href=\"https://laohu8.com/S/DLX\">豪华</a>品牌，更在智能化配置上展现出强大的竞争力。</p><p><strong>业绩还有很大想象空间</strong></p><p>高盛对小米的财务前景持乐观态度。报告预测，小米2024年至2027年的收入复合年增长率（CAGR）将达到26%，<span>净利润</span>CAGR更是高达35%，这一增长速度在亚洲科技巨头中名列前茅。高盛还特别提到，小米在AIoT和汽车领域的增长潜力巨大，预计这两个领域在2024-2027年间的收入CAGR分别可达17%和99%。</p><p>在智能手机业务方面，小米的全球市场份额在2024年第四季度达到13%，较去年同期略有增长。与此同时，小米在中国市场的智能手机销量在2025年1月实现了超过40%的同比增长，显示出其在国内市场的强劲竞争力。高盛认为，随着小米在AI技术上的持续投入，其智能手机业务有望通过智能化功能的提升进一步巩固市场份额。</p><p>电动汽车业务方面，高盛预计，小米2025年的智能电动汽车交付量将达到36万辆，超出管理层此前设定的30万辆目标。其中，高端车型SU7 Ultra的交付量有望达到1万辆，其售价预计为75万元人民币，毛利率将是普通车型的5倍。</p><p>高盛还指出，未来几个月内有几件事值得关注：</p><p>2月末的新产品发布会，届时将发布SU7 Ultra、小米15 Ultra以及其他AIoT产品（例如集中式空调），随后小米15 Ultra将于3月2日全球发布；我们将关注官方定价、订单量以及可能宣布的增值服务；</p><p>SU7 Ultra将于3月在纽博格林赛道进行测试；</p><p>电动汽车工厂的进展，包括一期工厂的扩建、二期工厂的建设以及第二个电动汽车工厂的更新；</p><p>YU7将于6月至7月发布。</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>高盛上调小米目标价，看好小米最终会是AI赢家</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高盛上调小米目标价，看好小米最终会是AI赢家\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-27 07:38 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250223060657abd90668&s=b><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在AI和物联网（IoT）浪潮席卷全球的当下，小米正凭借其独特的战略布局和强大的生态优势，悄然改写科技行业的竞争格局。高盛上周稍早前公布研报称，小米在AI和IoT领域的战略布局，通过构建操作系统级别的AI代理——小爱同学和全球最大的AIoT生态系统，未来几年有望实现强劲增长，成为AI行业最终的赢家。小米处于有利地位，能够以更高效的方式提升其AI技术能力，通过AI扩大其“人×车×家”生态系统并推动销售...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250223060657abd90668&s=b\">Web Link</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","01810":"小米集团-W"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250223060657abd90668&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2514894748","content_text":"在AI和物联网（IoT）浪潮席卷全球的当下，小米正凭借其独特的战略布局和强大的生态优势，悄然改写科技行业的竞争格局。高盛上周稍早前公布研报称，小米在AI和IoT领域的战略布局，通过构建操作系统级别的AI代理——小爱同学和全球最大的AIoT生态系统，未来几年有望实现强劲增长，成为AI行业最终的赢家。小米处于有利地位，能够以更高效的方式提升其AI技术能力，通过AI扩大其“人×车×家”生态系统并推动销售增长，并且有望在长期内向互联网/软件服务领域上游迈进，通过构建操作系统级别的AI代理——小爱同学和全球最大的AIoT生态系统。高盛将小米12个月目标价从38港元大幅上调至58港元，较周五收盘价高12%以上，并重申了“买入”评级。AI+AIoT生态系统报告指出，小米正在构建操作系统级别的AI代理——Xiaoai，并将其打造为全球最大的AIoT生态系统。这一战略的核心是将AI技术深度融入小米的硬件、软件和服务中，实现从智能手机到智能家居、电动汽车的全方位智能化连接。截至2024年，小米的AIoT设备连接数已接近9亿台，这一庞大的生态系统为小米在AI领域的应用提供了广阔的空间。高盛还认为，各公司在AI大语言模型能力方面的差距逐渐缩小，小米的差异化优势体现在两个方面：首先，获客成本低，小米拥有全球第三大智能手机市场份额（2023年占比13%），这意味着其AI技术可以通过海量的设备快速落地和推广。其次，小米的AI技术不仅局限于软件层面，还通过硬件与软件的深度结合，实现了更高效的智能化体验。例如，小米的智能汽车SU7 Ultra和即将发布的YU7，不仅在性能上对标豪华品牌，更在智能化配置上展现出强大的竞争力。业绩还有很大想象空间高盛对小米的财务前景持乐观态度。报告预测，小米2024年至2027年的收入复合年增长率（CAGR）将达到26%，净利润CAGR更是高达35%，这一增长速度在亚洲科技巨头中名列前茅。高盛还特别提到，小米在AIoT和汽车领域的增长潜力巨大，预计这两个领域在2024-2027年间的收入CAGR分别可达17%和99%。在智能手机业务方面，小米的全球市场份额在2024年第四季度达到13%，较去年同期略有增长。与此同时，小米在中国市场的智能手机销量在2025年1月实现了超过40%的同比增长，显示出其在国内市场的强劲竞争力。高盛认为，随着小米在AI技术上的持续投入，其智能手机业务有望通过智能化功能的提升进一步巩固市场份额。电动汽车业务方面，高盛预计，小米2025年的智能电动汽车交付量将达到36万辆，超出管理层此前设定的30万辆目标。其中，高端车型SU7 Ultra的交付量有望达到1万辆，其售价预计为75万元人民币，毛利率将是普通车型的5倍。高盛还指出，未来几个月内有几件事值得关注：2月末的新产品发布会，届时将发布SU7 Ultra、小米15 Ultra以及其他AIoT产品（例如集中式空调），随后小米15 Ultra将于3月2日全球发布；我们将关注官方定价、订单量以及可能宣布的增值服务；SU7 Ultra将于3月在纽博格林赛道进行测试；电动汽车工厂的进展，包括一期工厂的扩建、二期工厂的建设以及第二个电动汽车工厂的更新；YU7将于6月至7月发布。","news_type":1},"isVote":1,"tweetType":1,"viewCount":330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":429738738942224,"gmtCreate":1745938496499,"gmtModify":1745939653784,"author":{"id":"4203134758685802","authorId":"4203134758685802","name":"机智的骁总","avatar":"https://static.tigerbbs.com/574c07dc2b26d1c01e1522a040e611cb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4203134758685802","authorIdStr":"4203134758685802"},"themes":[],"htmlText":"浅尝一下，打了一手～","listText":"浅尝一下，打了一手～","text":"浅尝一下，打了一手～","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/429738738942224","isVote":1,"tweetType":1,"viewCount":115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":424640994328944,"gmtCreate":1744681564109,"gmtModify":1744684149899,"author":{"id":"4203134758685802","authorId":"4203134758685802","name":"机智的骁总","avatar":"https://static.tigerbbs.com/574c07dc2b26d1c01e1522a040e611cb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4203134758685802","authorIdStr":"4203134758685802"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09606\">$映恩生物(09606)$</a> 这就是中签的滋味[开心] ","listText":"<a href=\"https://laohu8.com/S/09606\">$映恩生物(09606)$</a> 这就是中签的滋味[开心] ","text":"$映恩生物(09606)$ 这就是中签的滋味[开心]","images":[{"img":"https://static.tigerbbs.com/568c8613496e15a14ebfa37ff61aa7de","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/424640994328944","isVote":1,"tweetType":1,"viewCount":1147,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3550727663913398","authorId":"3550727663913398","name":"小冬_1637","avatar":"https://static.tigerbbs.com/4b64af62063a80ff7e942af8ee0b610a","crmLevel":5,"crmLevelSwitch":0,"idStr":"3550727663913398","authorIdStr":"3550727663913398"},"content":"厉害 暗盘就出了 少一半 哈哈哈哈","text":"厉害 暗盘就出了 少一半 哈哈哈哈","html":"厉害 暗盘就出了 少一半 哈哈哈哈"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":425051620831456,"gmtCreate":1744760775176,"gmtModify":1744767044379,"author":{"id":"4203134758685802","authorId":"4203134758685802","name":"机智的骁总","avatar":"https://static.tigerbbs.com/574c07dc2b26d1c01e1522a040e611cb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4203134758685802","authorIdStr":"4203134758685802"},"themes":[],"htmlText":"不是创新高，就是在创新高路上…","listText":"不是创新高，就是在创新高路上…","text":"不是创新高，就是在创新高路上…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/425051620831456","repostId":"1110805319","repostType":2,"repost":{"id":"1110805319","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":1744760317,"share":"https://www.laohu8.com/m/news/1110805319?lang=&edition=full","pubTime":"2025-04-16 07:38","market":"us","language":"zh","title":"现货黄金时隔一日再创新高，最高报3248.9美元/盎司","url":"https://stock-news.laohu8.com/highlight/detail?id=1110805319","media":"老虎资讯综合","summary":"现货黄金时隔一日再创新高，最高报3248.9美元/盎司。","content":"<html><head></head><body><p>现货黄金时隔一日再创新高，最高报3248.9美元/盎司。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/95930b3e8956bff4e9f6ba71c4fab10b\" tg-width=\"635\" tg-height=\"379\"/></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>现货黄金时隔一日再创新高，最高报3248.9美元/盎司</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现货黄金时隔一日再创新高，最高报3248.9美元/盎司\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\">2025-04-16 07:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>现货黄金时隔一日再创新高，最高报3248.9美元/盎司。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/95930b3e8956bff4e9f6ba71c4fab10b\" tg-width=\"635\" tg-height=\"379\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c307757575ffe3d6ca9295ced646627f","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110805319","content_text":"现货黄金时隔一日再创新高，最高报3248.9美元/盎司。","news_type":1},"isVote":1,"tweetType":1,"viewCount":105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":408042819301424,"gmtCreate":1740634643787,"gmtModify":1740635655405,"author":{"id":"4203134758685802","authorId":"4203134758685802","name":"机智的骁总","avatar":"https://static.tigerbbs.com/574c07dc2b26d1c01e1522a040e611cb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4203134758685802","authorIdStr":"4203134758685802"},"themes":[],"htmlText":"那今天上午的冲高，不就短暂到顶了[捂脸] ","listText":"那今天上午的冲高，不就短暂到顶了[捂脸] ","text":"那今天上午的冲高，不就短暂到顶了[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/408042819301424","repostId":"2514894748","repostType":2,"repost":{"id":"2514894748","kind":"news","pubTimestamp":1740613102,"share":"https://www.laohu8.com/m/news/2514894748?lang=&edition=full","pubTime":"2025-02-27 07:38","market":"hk","language":"zh","title":"高盛上调小米目标价，看好小米最终会是AI赢家","url":"https://stock-news.laohu8.com/highlight/detail?id=2514894748","media":"华尔街见闻","summary":"高盛将小米12个月目标价从38港元大幅上调至58港元，较周五收盘价高12%以上，并重申了“买入”评级。截至2024年，小米的AIoT设备连接数已接近9亿台，这一庞大的生态系统为小米在AI领域的应用提供了广阔的空间。高盛认为，随着小米在AI技术上的持续投入，其智能手机业务有望通过智能化功能的提升进一步巩固市场份额。","content":"<html><body><article><p>在AI和物联网（IoT）浪潮席卷全球的当下，小米正凭借其独特的战略布局和强大的生态优势，悄然改写科技行业的竞争格局。</p><p><a href=\"https://laohu8.com/S/GS\">高盛</a>上周稍早前公布研报称，小米在AI和IoT领域的战略布局，通过构建操作系统级别的AI代理——小爱同学和全球最大的AIoT生态系统，未来几年有望实现强劲增长，成为AI行业最终的赢家。</p><p>小米处于有利地位，能够以更高效的方式提升其AI技术能力，通过AI扩大其“人×车×家”生态系统并推动销售增长，并且有望在长期内向互联网/软件服务领域上游迈进，通过构建操作系统级别的AI代理——小爱同学和全球最大的AIoT生态系统。</p><p>高盛将小米12个月目标价从38港元大幅上调至58港元，较周五收盘价高12%以上，并重申了“买入”评级。</p><p><strong>AI+AIoT生态系统</strong></p><p>报告指出，小米正在构建操作系统级别的AI代理——Xiaoai，并将其打造为全球最大的AIoT生态系统。这一战略的核心是将AI技术深度融入小米的硬件、软件和服务中，实现从智能手机到智能家居、电动汽车的全方位智能化连接。</p><p>截至2024年，小米的AIoT设备连接数已接近9亿台，这一庞大的生态系统为小米在AI领域的应用提供了广阔的空间。</p><p>高盛还认为，各公司在AI大语言模型能力方面的差距逐渐缩小，小米的差异化优势体现在两个方面：</p><p>首先，获客成本低，小米拥有全球第三大智能手机市场份额（2023年占比13%），这意味着其AI技术可以通过海量的设备快速落地和推广。</p><p>其次，小米的AI技术不仅局限于软件层面，还通过硬件与软件的深度结合，实现了更高效的智能化体验。例如，小米的智能汽车SU7 Ultra和即将发布的YU7，不仅在性能上对标<a href=\"https://laohu8.com/S/DLX\">豪华</a>品牌，更在智能化配置上展现出强大的竞争力。</p><p><strong>业绩还有很大想象空间</strong></p><p>高盛对小米的财务前景持乐观态度。报告预测，小米2024年至2027年的收入复合年增长率（CAGR）将达到26%，<span>净利润</span>CAGR更是高达35%，这一增长速度在亚洲科技巨头中名列前茅。高盛还特别提到，小米在AIoT和汽车领域的增长潜力巨大，预计这两个领域在2024-2027年间的收入CAGR分别可达17%和99%。</p><p>在智能手机业务方面，小米的全球市场份额在2024年第四季度达到13%，较去年同期略有增长。与此同时，小米在中国市场的智能手机销量在2025年1月实现了超过40%的同比增长，显示出其在国内市场的强劲竞争力。高盛认为，随着小米在AI技术上的持续投入，其智能手机业务有望通过智能化功能的提升进一步巩固市场份额。</p><p>电动汽车业务方面，高盛预计，小米2025年的智能电动汽车交付量将达到36万辆，超出管理层此前设定的30万辆目标。其中，高端车型SU7 Ultra的交付量有望达到1万辆，其售价预计为75万元人民币，毛利率将是普通车型的5倍。</p><p>高盛还指出，未来几个月内有几件事值得关注：</p><p>2月末的新产品发布会，届时将发布SU7 Ultra、小米15 Ultra以及其他AIoT产品（例如集中式空调），随后小米15 Ultra将于3月2日全球发布；我们将关注官方定价、订单量以及可能宣布的增值服务；</p><p>SU7 Ultra将于3月在纽博格林赛道进行测试；</p><p>电动汽车工厂的进展，包括一期工厂的扩建、二期工厂的建设以及第二个电动汽车工厂的更新；</p><p>YU7将于6月至7月发布。</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>高盛上调小米目标价，看好小米最终会是AI赢家</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高盛上调小米目标价，看好小米最终会是AI赢家\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-27 07:38 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250223060657abd90668&s=b><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在AI和物联网（IoT）浪潮席卷全球的当下，小米正凭借其独特的战略布局和强大的生态优势，悄然改写科技行业的竞争格局。高盛上周稍早前公布研报称，小米在AI和IoT领域的战略布局，通过构建操作系统级别的AI代理——小爱同学和全球最大的AIoT生态系统，未来几年有望实现强劲增长，成为AI行业最终的赢家。小米处于有利地位，能够以更高效的方式提升其AI技术能力，通过AI扩大其“人×车×家”生态系统并推动销售...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250223060657abd90668&s=b\">Web Link</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","01810":"小米集团-W"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250223060657abd90668&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2514894748","content_text":"在AI和物联网（IoT）浪潮席卷全球的当下，小米正凭借其独特的战略布局和强大的生态优势，悄然改写科技行业的竞争格局。高盛上周稍早前公布研报称，小米在AI和IoT领域的战略布局，通过构建操作系统级别的AI代理——小爱同学和全球最大的AIoT生态系统，未来几年有望实现强劲增长，成为AI行业最终的赢家。小米处于有利地位，能够以更高效的方式提升其AI技术能力，通过AI扩大其“人×车×家”生态系统并推动销售增长，并且有望在长期内向互联网/软件服务领域上游迈进，通过构建操作系统级别的AI代理——小爱同学和全球最大的AIoT生态系统。高盛将小米12个月目标价从38港元大幅上调至58港元，较周五收盘价高12%以上，并重申了“买入”评级。AI+AIoT生态系统报告指出，小米正在构建操作系统级别的AI代理——Xiaoai，并将其打造为全球最大的AIoT生态系统。这一战略的核心是将AI技术深度融入小米的硬件、软件和服务中，实现从智能手机到智能家居、电动汽车的全方位智能化连接。截至2024年，小米的AIoT设备连接数已接近9亿台，这一庞大的生态系统为小米在AI领域的应用提供了广阔的空间。高盛还认为，各公司在AI大语言模型能力方面的差距逐渐缩小，小米的差异化优势体现在两个方面：首先，获客成本低，小米拥有全球第三大智能手机市场份额（2023年占比13%），这意味着其AI技术可以通过海量的设备快速落地和推广。其次，小米的AI技术不仅局限于软件层面，还通过硬件与软件的深度结合，实现了更高效的智能化体验。例如，小米的智能汽车SU7 Ultra和即将发布的YU7，不仅在性能上对标豪华品牌，更在智能化配置上展现出强大的竞争力。业绩还有很大想象空间高盛对小米的财务前景持乐观态度。报告预测，小米2024年至2027年的收入复合年增长率（CAGR）将达到26%，净利润CAGR更是高达35%，这一增长速度在亚洲科技巨头中名列前茅。高盛还特别提到，小米在AIoT和汽车领域的增长潜力巨大，预计这两个领域在2024-2027年间的收入CAGR分别可达17%和99%。在智能手机业务方面，小米的全球市场份额在2024年第四季度达到13%，较去年同期略有增长。与此同时，小米在中国市场的智能手机销量在2025年1月实现了超过40%的同比增长，显示出其在国内市场的强劲竞争力。高盛认为，随着小米在AI技术上的持续投入，其智能手机业务有望通过智能化功能的提升进一步巩固市场份额。电动汽车业务方面，高盛预计，小米2025年的智能电动汽车交付量将达到36万辆，超出管理层此前设定的30万辆目标。其中，高端车型SU7 Ultra的交付量有望达到1万辆，其售价预计为75万元人民币，毛利率将是普通车型的5倍。高盛还指出，未来几个月内有几件事值得关注：2月末的新产品发布会，届时将发布SU7 Ultra、小米15 Ultra以及其他AIoT产品（例如集中式空调），随后小米15 Ultra将于3月2日全球发布；我们将关注官方定价、订单量以及可能宣布的增值服务；SU7 Ultra将于3月在纽博格林赛道进行测试；电动汽车工厂的进展，包括一期工厂的扩建、二期工厂的建设以及第二个电动汽车工厂的更新；YU7将于6月至7月发布。","news_type":1},"isVote":1,"tweetType":1,"viewCount":330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
