无惧短期阵痛,高盛坚定看好小米:AI有望打开价值空间,AIoT提供安全垫

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面对内存成本大幅上行、手机毛利率承压以及新能源车高研发投入期带来的近期盈利阵痛,高盛认为,小米的AI战略有望通过生态赋能和具身智能打开长期价值空间,而以互联网服务、AIoT及其他收益构成的"骨干利润"则为集团应对短期行业逆风提供了有效缓冲。 据追风交易台消息,高盛于3月25日发布小米2025年第四季度业绩点评报告。小米当季收入同比增长7%,略高于高盛预估1%,调整后净利润同比下降24%,与市场一致...

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