小米要造车？花旗认为可能性不大

华尔街见闻2021-02-25

上周五，晚点LatePost援引匿名消息人士称，小米管理层正在研究进入汽车行业的可能性。但该公司表示目前没有造车计划，未来需要等等看。近日，花旗在一份研报中表示小米造车的可能性不大。花旗认为，一家科技公司若决定造车，必然伴随着大量的汽车基础科技技术的投资和汽车人才招募。但花旗没有观察到小米集团的行动，这表明该公司的任何战略部署都处于早期考虑阶段。此外，花旗认为小米不会造车的最核心因素是，汽车...

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Comments

小爱同学m
2021-02-26
小爱同学m
永遠不要相信花旗，事實都是跟它正好相反
oweng
2021-02-26
oweng
花期都是仙家
开心想旅行
2021-02-26
开心想旅行
花旗今日又真系睇得準，我都覺得小米造車唔系容易做的決定！
winall2020
2021-02-26
winall2020
花旗每次都判斷錯誤
J_CHS
2021-02-25
J_CHS
爲什麼？
- J_CHS:
  ?
Cheeky
2021-02-25
Cheeky
Why not?

Leave a comment

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21:41","market":"hk","language":"zh","title":"小米要造车？花旗认为可能性不大","url":"https://stock-news.laohu8.com/highlight/detail?id=2114450293","media":"华尔街见闻","summary":"投资汽车制造商、技术供应商和其他汽车相关领域厂商可能是小米进入汽车业的一种方式，但这样做对市场预期和小米估值的影响可能较小。","content":"<p>上周五，晚点LatePost援引匿名消息人士称，小米管理层正在研究进入汽车行业的可能性。但该公司表示目前没有造车计划，未来需要等等看。</p>\n<p>近日，<a href=\"https://laohu8.com/S/C\">花旗</a>在一份研报中表示小米造车的可能性不大。</p>\n<p>花旗认为，一家科技公司若决定造车，必然伴随着大量的汽车基础科技技术的投资和汽车人才招募。但花旗没有观察到<a href=\"https://laohu8.com/S/46816\">小米集团</a>的行动，这表明该公司的任何战略部署都处于早期考虑阶段。</p>\n<p>此外，花旗认为小米不会造车的最核心因素是，汽车制造本质上是重资产的，这和小米目前的轻资产商业模式截然不同。毕竟汽车制造比手机制造更为复杂，OEM供应链也没有那么发达，若造车小米必然要进行大量的资源投入，这是一项巨大的财务负担，会破坏小米的盈利并影响主业。</p>\n<p>花旗还表示，与小米目前的物联网布局一样，通过与关联公司合作，采用出售生态系统的方式进军汽车圈可能是小米可能在汽车行业分一杯羹的唯一方式。</p>\n<p>比如，小米此前在2014年投资了地图提供商凯立德；雷军创立的顺为资本也在2015年和2016年投资了<a href=\"https://laohu8.com/S/NIO\">蔚来</a>和小鹏；小米还与戴姆勒子公司合作开发了车内AI语音助手...像与合作伙伴和附属公司共同打造物联网生态一样，<b>投资汽车制造商、技术供应商和其他汽车相关领域厂商可能是小米进入这一业务的一种方式，但这样的做法对市场预期和小米估值的影响可能较小</b>。</p>","source":"wallstreetcn_api","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>小米要造车？花旗认为可能性不大</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小米要造车？花旗认为可能性不大\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-25 21:41 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3621480><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>上周五，晚点LatePost援引匿名消息人士称，小米管理层正在研究进入汽车行业的可能性。但该公司表示目前没有造车计划，未来需要等等看。\n近日，花旗在一份研报中表示小米造车的可能性不大。\n花旗认为，一家科技公司若决定造车，必然伴随着大量的汽车基础科技技术的投资和汽车人才招募。但花旗没有观察到小米集团的行动，这表明该公司的任何战略部署都处于早期考虑阶段。\n此外，花旗认为小米不会造车的最核心因素是，汽车...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3621480\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3df686d3a6ca977e8c6841905eb7e18c","relate_stocks":{"C":"花旗","01810":"小米集团-W"},"source_url":"https://wallstreetcn.com/articles/3621480","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2114450293","content_text":"上周五，晚点LatePost援引匿名消息人士称，小米管理层正在研究进入汽车行业的可能性。但该公司表示目前没有造车计划，未来需要等等看。\n近日，花旗在一份研报中表示小米造车的可能性不大。\n花旗认为，一家科技公司若决定造车，必然伴随着大量的汽车基础科技技术的投资和汽车人才招募。但花旗没有观察到小米集团的行动，这表明该公司的任何战略部署都处于早期考虑阶段。\n此外，花旗认为小米不会造车的最核心因素是，汽车制造本质上是重资产的，这和小米目前的轻资产商业模式截然不同。毕竟汽车制造比手机制造更为复杂，OEM供应链也没有那么发达，若造车小米必然要进行大量的资源投入，这是一项巨大的财务负担，会破坏小米的盈利并影响主业。\n花旗还表示，与小米目前的物联网布局一样，通过与关联公司合作，采用出售生态系统的方式进军汽车圈可能是小米可能在汽车行业分一杯羹的唯一方式。\n比如，小米此前在2014年投资了地图提供商凯立德；雷军创立的顺为资本也在2015年和2016年投资了蔚来和小鹏；小米还与戴姆勒子公司合作开发了车内AI语音助手...像与合作伙伴和附属公司共同打造物联网生态一样，投资汽车制造商、技术供应商和其他汽车相关领域厂商可能是小米进入这一业务的一种方式，但这样的做法对市场预期和小米估值的影响可能较小。","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":368933932,"gmtCreate":1614270604926,"gmtModify":1704770039707,"author":{"id":"3505309092696809","authorId":"3505309092696809","name":"winall2020","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3505309092696809","authorIdStr":"3505309092696809"},"htmlText":"花旗每次都判斷錯誤","listText":"花旗每次都判斷錯誤","text":"花旗每次都判斷錯誤","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/368933932","repostId":2114450293,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":368004896,"gmtCreate":1614264888415,"gmtModify":1704769888140,"author":{"id":"3577270152274062","authorId":"3577270152274062","name":"J_CHS","avatar":"https://static.tigerbbs.com/d26f0a1bfa759e8ca256e9739b27bedd","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3577270152274062","authorIdStr":"3577270152274062"},"htmlText":"爲什麼？","listText":"爲什麼？","text":"爲什麼？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/368004896","repostId":2114450293,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3667019,"gmtCreate":1614305141734,"gmtModify":1680778392343,"authorId":3577270152274062,"author":{"id":3577270152274062,"idStr":"3577270152274062","authorId":3577270152274062,"name":"J_CHS","avatar":"https://static.tigerbbs.com/d26f0a1bfa759e8ca256e9739b27bedd","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":368004896,"type":1,"supId":0,"prevId":0,"content":"?","text":"?","html":"?"}],"langContent":"CN"},{"id":361785852,"gmtCreate":1614262752576,"gmtModify":1704769809762,"author":{"id":"3561233568979981","authorId":"3561233568979981","name":"Cheeky","avatar":"https://static.tigerbbs.com/caa70a08acd48b06b89dcf3b73c84840","vip":1,"hat":"https://static.tigerbbs.com/0a8758340a08196056f8bc1e54805193","crmLevel":6,"crmLevelSwitch":1,"idStr":"3561233568979981","authorIdStr":"3561233568979981"},"htmlText":"Why not?","listText":"Why not?","text":"Why not?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/361785852","repostId":2114450293,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":7,"commentSize":7,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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