高盛：小米公司6.18销售节GMV同比36%, 得益于更高的智能手机平均售价和强劲的大型家用电器销售
增长黑盒&久谦中台·2024-06-20 04:13
更多资料加入知识星球：水木调研纪要关注公众号：水木纪要 Goldman Equity Sachs Research 19 June 2024 | 3:13AM HKT Xiaomi Corp. (1810.HK): GMV +36% yoy at 6.18 shopping festival, on nigher smartphone AsP and strong large home appliance sales; Buy Xiaomi reported Rmb26.3bn GMV (+36% yoy and 17% higher than 2023 Singles' Day GMV) during the 6.18 shopping festival across online and offline channels. This robust 6.18 print implies faster China revenue run rate than GSe, which is equivalent to 73% of Xiaomi's China smartphone and loT revenue ...