小米电话会:未来三年AI领域投入600亿,反对将AI手机概念化,若内存涨价超预期,不排除涨价可能

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小米电话会要点总结:内存涨价:压力大但应对从容。本轮涨价速度和力度超预期,小米凭借人车家生态均衡布局,不同品类受影响程度不同(大家电影响小、汽车次之、手机平板较大)。依托供应链长期合作关系和提前备货,供货无虞、成本相对有优势。短期内部消化为主,若压力持续不排除涨价。卢伟冰判断,涨价周期结束后将加速行业洗牌,倒逼创新。汽车业务:订单超预期,出海时间表不变。新一代SU7开售34分钟锁单1.5万台,3...

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