兄弟姐妹们啊，趁着A股放假，外围市场"偷袭"暴涨，一起看看发生了什么事情。 A股放假，外围暴涨 10月2日，亚太市场全线暴涨。 港股今日开盘，低开高走，截至发稿，恒生指数大涨近2%，恒生科技指数暴涨近4%。 个股方面，中芯国际暴涨超11%，阿里巴巴涨超4%，腾讯涨超2%。 | > | 恒生科技指数(HSTECH.HK) | | Q C | | --- | --- | --- | --- | | | 6696.440 +230.780 +3.57%. | | | | 新闻 | 成份股 | | 基金 | | 中芯国际 HK 00981 | 88.400 | +11.13% | 45.51亿 | | 快手-W HK 01024 | 91.850 | +8.57% | 58.46亿 | | 花虹米导体 HK 01347 | 85.600 | +7.00% | 19.77亿 | | 蔚来-SW HK 09866 | 61.400 | +6.97% | 4.54亿 | | 比亚迪电子 HK 00285 | 44.200 | +6.92% | 11.67亿 | | 百度集团-SW HK 09888 | 140.400 | ...

Core Viewpoint - Xiaomi Group's stock price has increased by over 4%, currently trading at 56.15 HKD with a transaction volume of 4.469 billion HKD, driven by positive sales news regarding the Xiaomi 17 series and the automotive business [1] Group 1: Sales Performance - Xiaomi's President Lu Weibing announced that the sales of the Xiaomi 17 series have surpassed 1 million units, achieving this milestone faster than previous models [1] - The company is ramping up production and increasing inventory to meet demand for the Xiaomi 17 series [1] Group 2: Automotive Business - Xiaomi's official Weibo account stated that the company aims to deliver over 40,000 cars by September 2025, with over 100,000 cars delivered in the third quarter [1] - The customization services for Xiaomi's automotive business are expected to enhance profit margins and contribute positively to the company's overall profitability [1] Group 3: Market Outlook - Minsheng Securities expressed optimism about the high-quality, cost-effective Xiaomi 17 series, predicting strong sales that will support Xiaomi's transition to a more premium market segment [1]

Core Viewpoint - Xiaomi Group's stock has seen a significant increase, with a rise of over 4%, currently trading at 56.15 HKD, with a transaction volume of 4.469 billion HKD. The company is experiencing strong sales momentum for its Xiaomi 17 series, which has surpassed 1 million units sold, indicating a faster sales pace compared to previous models. Additionally, the company is ramping up production and inventory levels to meet demand. [1] Group 1 - Xiaomi's President, Lu Weibing, reported that the sales of the Xiaomi 17 series have exceeded 1 million units, reflecting a quicker sales rate than prior generations [1] - The company is actively increasing production and stock levels to accommodate the growing demand for the Xiaomi 17 series [1] - Xiaomi's automotive division announced that it expects to deliver over 40,000 vehicles by September 2025, with over 100,000 units delivered in the third quarter [1] Group 2 - Minsheng Securities expressed optimism regarding the high-quality and cost-effective Xiaomi 17 series, predicting strong sales that will support Xiaomi's transition to a more premium market segment [1] - The customization services for Xiaomi's automotive business are anticipated to enhance profit margins and contribute positively to the company's overall profitability [1]

Core Viewpoint - The Hong Kong stock market saw a rise in shares of several new energy vehicle companies on October 2, with notable increases in stock prices for NIO, Xiaomi, Leap Motor, BYD, and Xpeng [1] Group 1: Company Performance - NIO Inc. (09866.HK) experienced a surge of over 7% at one point during the trading session [1] - Xiaomi Group (01810.HK) and Leap Motor (09863.HK) both saw their stock prices increase by more than 3% [1] - BYD Company Limited (01211.HK) recorded a rise of 2.6% in its stock price [1] - Xpeng Inc. (09868.HK) had an increase of over 1% in its stock price [1]

Core Viewpoint - The Hong Kong stock market saw significant gains in major indices, particularly the Hang Seng Technology Index, which rose nearly 4% [1] Group 1: Market Performance - The Hang Seng Technology Index experienced a notable increase of nearly 4% in the afternoon session [1] - Key stocks that contributed to this rise include: - SMIC (中芯国际) up over 11% - Hua Hong Semiconductor (华虹半导体) up over 8% - Kuaishou (快手) up nearly 8% - BYD Electronics (比亚迪电子), NIO (蔚来), and Baidu (百度) each up over 6% - Alibaba (阿里巴巴) up over 4% [1][2] Group 2: Individual Stock Performance - Notable stock performances include: - SMIC (00981) with a gain of 11.06% - Hua Hong Semiconductor (01347) with a gain of 8.63% - Kuaishou (01024) with a gain of 7.92% - BYD Electronics (00285) with a gain of 6.63% - NIO (09866) with a gain of 6.53% - Baidu (09888) with a gain of 6.01% - Alibaba (09988) with a gain of 4.35% - JD.com (09618) with a gain of 3.25% - BYD Company (01211) with a gain of 3.18% [2]

蓝点网 . 科技资讯、软件工具、技术教程，尽在蓝点网。蓝点网，给你感兴趣的内容 #手机数码 分析师称小米 17 系列销量不佳，预计小米将砍单 200 万台将目标销量下调到 800 万台。而引起问题的原因竟然是小米 17 标准版销量不佳，也就是更多用户选择高端机 型，但这无法弥补标准版带来的销量下滑问题，小米则回应称目前没有砍单计划，同时将按照用户要求为标准版新增 16GB+1TB 版。查看全文：https://ourl.co/110824 天风国际知名分析师郭明錤日前针对小米 17 系列销量情况发布分析，郭明錤称小米 17 标准版导致的销量不佳问题迫使小米将整体销量目标从 1000 万 台下调到 800 万台。 以下文章来源于蓝点网 ，作者山外的鸭子哥 只是没想到引起销量问题的并非小米高端机型，而是小米 17 标准版的销量不佳，标准版在配置上低于高端机型，对部分用户来说可能会直接选购小米 17 Pro 和小米 17 Pro Max 等机型。(PS：购买 Pro 系列用户来说说是不是喜欢背屏？) 但郭老师也提到尽管这会增加高端机型的订单，但这仍然无法抵消小米 17 标准版的砍单，所以郭老师给出的预测是小米 17 ...

Core Viewpoint - Xiaomi's sales of the 17 series have exceeded 1 million units, indicating a faster sales pace compared to previous models, and the company is ramping up production to meet demand [1] Group 1: Sales Performance - Xiaomi's 17 series has achieved sales of over 1 million units, reflecting a quicker sales trajectory than earlier models [1] - The company's stock price has increased by over 2%, reaching HKD 55.25 [1] Group 2: Future Projections - Minsheng Securities maintains a "recommended" rating for Xiaomi Group, forecasting revenues of CNY 509.30 billion, 640.91 billion, and 749.65 billion for 2025, 2026, and 2027 respectively [3] - Projected net profits for the same years are CNY 44.44 billion, 64.05 billion, and 81.83 billion [3] - The high-quality, cost-effective nature of the Xiaomi 17 series is expected to drive strong sales, supporting the company's high-end transformation [3] Group 3: Business Expansion - The launch of customized services for Xiaomi's automotive business is anticipated to enhance profit margins and contribute positively to overall company profits [3]

Group 1 - Xiaomi's President Lu Weibing announced that the sales of the Xiaomi 17 series have exceeded 1 million units, achieving faster sales compared to previous models [1] - The company is ramping up production and increasing inventory to meet demand, resulting in a more than 2% increase in Xiaomi's stock price, reaching HKD 55.25 [1] Group 2 - Minsheng Securities maintains a "recommended" rating for Xiaomi Group, projecting revenues of CNY 509.30 billion, 640.91 billion, and 749.65 billion for 2025-2027, with net profits of CNY 44.44 billion, 64.05 billion, and 81.83 billion respectively [3] - The high-quality and cost-effective Xiaomi 17 series is expected to drive strong sales, supporting the company's high-end transformation [3] - The launch of customized services for Xiaomi's automotive business is anticipated to enhance profit margins and contribute to overall profitability [3]

同期小米汽车新增32家门店，全国119城门店总数已达402家。10月计划再增22家门店，预计首次进入郴州、达州、鄂尔多斯、邯郸、乐山、西宁6座新城。 截至9月30日，全国服务网点共209家，覆盖125座城市。 小米汽车日前介绍，公司CTB（Cell to Body）技术实现多项创新：电池包上盖集成车身地板与座椅横梁功能，高承重区高强钢及超高强度钢占比达95%，显 著提升结构强度；电池车身一体化带来47610 N·m/deg的超高扭转刚度，处于行业领先水平。安全设计上，全系电芯泄压阀均朝下布置，单电芯热失控时可 避免热量向乘员舱传递。CTB方案还使电池体积效率最高超80%，以小米YU7为例，CLTC续航最高达835 km，电池与车身地板总厚度仅120 mm，兼顾超长 续航、宽敞座舱与低重心稳定驾控。 10月1日，小米汽车公布：2025年9月单月交付量超40,000台，再创历史新高。 ...

| 代码 | 名称 | | 涨跌幅 √ | 年初至今涨跌 | | --- | --- | --- | --- | --- | | 00981 | 中古国际 | (0) | 8.11% | 170.44% | | 01024 | 快手-W | | 7.74% | 122.92% | | 00285 | 比亚迪电子 | | 4.74% | 4.51% | | 09866 | 蔚来-SW | | 4.27% | 71.98% | | 09988 | 阿里巴巴-W | | 4.24% | 129.34% | | 09888 | 百度集团-SW | | 3.53% | 66.75% | | 01347 | 材料制体 | | 3.25% | 281.52% | | 01810 | 小米集团-W | | 2.69% | 60.72% | | 00700 | 腾讯控股 | | 2.64% | 64.97% | | 09618 | 京东集团-SW | | 2.38% | 7.33% | | 03690 | 美团-W | | 2.20% | -29.60% | | 09660 | 地平线机器人-W | | 1.98% | 171 ...