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云享掌门观澜
云享掌门观澜
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#财报观察员:小米即将发布财报,你更看好哪条业务线? 短期看汽车,长期押AIoT。 手机=现金流基本盘,看高端化毛利能不能守住;汽车=估值弹性和情绪,决定"故事",不决定当期利润,看毛利率转正节奏;AIoT+服务=毛利最健康、粘性最强,是把"人车家"串成闭环的粘合剂,护城河最深也最被低估。 财报重点盯:手机ASP/毛利、汽车毛利率、IoT收入占比。 仅为研究观点,不构成投资建议。#财报观察员:小米Q2财报出炉,是汽车救场还是手机拖后腿?
OKX中文
OKX中文
👀 Xiaomi's financial report is about to be revealed. Which business line do you favor more? There are rewards for posting in this topic🏅 Mobile phones, automobiles, AIoT—which business line do you prefer? Share your reasons! Can the high-end mobile phone strategy continue to deliver? Will automobiles become the second growth curve or bring new profit challenges? Where does AIoT and the "human-vehicle-home full ecosystem" stand now? ✍🏻 Posting rules: 1️⃣ Write your judgment in a post and include the topic starting with Financial Report Observer, such as #财报观察员:小米即将发布财报,你更看好哪条业务线? 2️⃣ Selection period: August 18 to August 23. Opinions don’t have to be long but must be related to Xiaomi. 3️⃣ You are welcome to quote and comment on information from the Xiaomi market page $XIAOMI to the community; no copying or bulk AI-generated content allowed. Reward rules (weighted scoring based on content quality and interaction data): 🏆 Chief Financial Report Observer × 30 winners Reward: 1 VIP experience card for 15 days 🎲 Financial Report Listed Observer × 100 winners Reward: 1 voucher for 10 USDT tokenized stock Selection notes: Each person can receive only one reward; if the same user is selected multiple times, the higher-level reward will be granted. Additionally, OKX now supports $XIAOMI Xiaomi perpetual contracts, trading 24/7! VIP × Hong Kong and US stock rights synchronized and enhanced: Now trading Hong Kong and US stock assets requires only 1/3 of the Hong Kong stock trading volume to directly access VIP 1, unlocking more VIP exclusive rights!

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