韭菜也能变镰刀加油 personal page - To The Moon

韭菜也能变镰刀加油

韭菜也能变镰刀加油

hi～

144Follow

381Followers

0Topic

0Badge

韭菜也能变镰刀加油

2022-10-03

$Palantir Technologies Inc.(PLTR)$🉑️

韭菜也能变镰刀加油

2022-01-24

me 78%

@丕去泰来:$ContextLogic Inc.(WISH)$[賤笑]

韭菜也能变镰刀加油

2021-07-17

hello thankyou ..~

Xiaomi counterattacks second in the world, Apple does not stop it

韭菜也能变镰刀加油

2021-06-27

✈️✈️✈️

Sorry, the original content has been removed

韭菜也能变镰刀加油

2021-06-26

good

Sorry, the original content has been removed

韭菜也能变镰刀加油

2021-05-07

my god … hope anyone can reply me

British asset management giant reduced its holdings of Tesla by another 11.1 million shares in the first quarter

Go to Tiger App to see more news

{"i18n":{"language":"en_US"},"userPageInfo":{"id":"3572780466510302","uuid":"3572780466510302","gmtCreate":1609688872688,"gmtModify":1634540172865,"name":"韭菜也能变镰刀加油","pinyin":"jcynbldjyjiucaiyenengbianliandaojiayou","introduction":"","introductionEn":"","signature":"hi～","avatar":"https://static.tigerbbs.com/f4e30be7692c7de5fe3ee1b54f2977f5","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":381,"headSize":144,"tweetSize":621,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-3","templateUuid":"1026c425416b44e0aac28c11a0848493","name":" Tiger Idol","description":"Join the tiger community for 1500 days","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.02.12","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"44212b71d0be4ec88898348dbe882e03-3","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"President Tiger","description":"The transaction amount of the securities account reaches $1,000,000","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"93.67%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.88%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":11,"crmLevelSwitch":1,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":9912861592,"gmtCreate":1664800299817,"gmtModify":1676537510088,"author":{"id":"3572780466510302","authorId":"3572780466510302","name":"韭菜也能变镰刀加油","avatar":"https://static.tigerbbs.com/f4e30be7692c7de5fe3ee1b54f2977f5","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3572780466510302","idStr":"3572780466510302"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>🉑️","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>🉑️","text":"$Palantir Technologies Inc.(PLTR)$🉑️","images":[{"img":"https://community-static.tradeup.com/news/0f318b472686b75267adcbeb60e7998e","width":"1170","height":"3672"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9912861592","isVote":1,"tweetType":1,"viewCount":2558,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9090060172,"gmtCreate":1643036310590,"gmtModify":1676533767306,"author":{"id":"3572780466510302","authorId":"3572780466510302","name":"韭菜也能变镰刀加油","avatar":"https://static.tigerbbs.com/f4e30be7692c7de5fe3ee1b54f2977f5","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3572780466510302","idStr":"3572780466510302"},"themes":[],"htmlText":"me 78%","listText":"me 78%","text":"me 78%","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090060172","repostId":"630511308","repostType":1,"repost":{"id":630511308,"gmtCreate":1642984373614,"gmtModify":1676532628836,"author":{"id":"3465961923471589","authorId":"3465961923471589","name":"丕去泰来","avatar":"https://static.tigerbbs.com/01b3bd4321a4af175afaf05c0a032f51","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3465961923471589","idStr":"3465961923471589"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/WISH\">$ContextLogic Inc.(WISH)$</a>[賤笑]&nbsp;","listText":"<a href=\"https://laohu8.com/S/WISH\">$ContextLogic Inc.(WISH)$</a>[賤笑]&nbsp;","text":"$ContextLogic Inc.(WISH)$[賤笑]","images":[{"img":"https://static.tigerbbs.com/5ec148ce5b813acb773d64c6bb6a2502","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/630511308","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2428,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":179602956,"gmtCreate":1626510721875,"gmtModify":1703761330645,"author":{"id":"3572780466510302","authorId":"3572780466510302","name":"韭菜也能变镰刀加油","avatar":"https://static.tigerbbs.com/f4e30be7692c7de5fe3ee1b54f2977f5","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3572780466510302","idStr":"3572780466510302"},"themes":[],"htmlText":"hello thankyou ..~","listText":"hello thankyou ..~","text":"hello thankyou ..~","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/179602956","repostId":"1166843923","repostType":4,"repost":{"id":"1166843923","kind":"news","weMediaInfo":{"introduction":"有视角的商业资讯交流平台","home_visible":1,"media_name":"虎嗅APP","id":"101","head_image":"https://static.tigerbbs.com/98669fe7974e42f3976b3db47528792d"},"pubTimestamp":1626493881,"share":"https://ttm.financial/m/news/1166843923?lang=en_US&edition=fundamental","pubTime":"2021-07-17 11:51","market":"hk","language":"zh","title":"Xiaomi counterattacks second in the world, Apple does not stop it","url":"https://stock-news.laohu8.com/highlight/detail?id=1166843923","media":"虎嗅APP","summary":"小米往前一小步，苹果都成了背景板。\n7月16日凌晨，小米集团创始人、董事长兼CEO雷军按捺不住内心的激动，在微博宣布，“Canalys发布了第二季度全球智能手机市占率排名，小米手机销量超越了苹果，首次","content":"<p>Xiaomi takes a small step forward,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>All became background boards.</p><p>In the early morning of July 16, Lei Jun, founder, chairman and CEO of Xiaomi Group, couldn't restrain his excitement.<a href=\"https://laohu8.com/S/WB\">Weibo</a>Announced, \"Canalys released the second quarter global<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>In terms of mobile phone market share ranking, Xiaomi's mobile phone sales surpassed Apple's, ranking second in the world for the first time. \"</p><p><img src=\"https://static.tigerbbs.com/24c9c57286064d558a5c76d659cd4537\" tg-width=\"638\" tg-height=\"447\" referrerpolicy=\"no-referrer\"></p><p>You read it right, Xiaomi surpassed Apple and \"touched\" the second position in the world-this is the first time that Xiaomi has surpassed Apple in total global sales since its establishment. Just the day before, Lei Jungang ranked first in the list of best CEOs released by Forbes China.</p><p><img src=\"https://static.tigerbbs.com/fc9a77be49c8d254e7f797551c8c6774\" tg-width=\"640\" tg-height=\"685\" referrerpolicy=\"no-referrer\"></p><p>No wonder Lei Jun called it \"great news\" in his letter to all employees. He said, \"Xiaomi has become the second in the world for the first time. This is a fantastic achievement and a major milestone in the history of Xiaomi's development!\"</p><p>A Canalys (market research organization) report shows that global smartphone shipments increased by 12% in 2021Q2.<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>Topped the list with a global market share of 19%; Xiaomi ranks second with a global market share of 17%; Apple slipped to third place in the world, leaving only 14% of the global market share; OPPO and vivo ranked fourth and fifth with a global market share of 10% respectively.</p><p><img src=\"https://static.tigerbbs.com/502c766a856f58aca5e5673ec09132e0\" tg-width=\"740\" tg-height=\"414\" referrerpolicy=\"no-referrer\"></p><p>It is worth noting that among the five major manufacturers, Xiaomi's sales growth rate in the second quarter was astonishing, with a year-on-year increase of 83%.</p><p>Xiaomi's outstanding achievements naturally stimulated the nerves of the capital market-affected by this news, when the Hong Kong stock market opened on July 16, Xiaomi's stock price rose rapidly. As of the close of the Hong Kong stock market on July 16, Xiaomi Group's Hong Kong stock rose 4.82% to 28.25 Hong Kong dollars/share, with a total market value of 708.6 billion Hong Kong dollars.</p><p>Squeeze down Apple, why should Xiaomi?</p><p>If we only look at the domestic market share data of 2021Q1 domestic mobile phone released by Canalys, vivo ranked first with a market share of 23% and a growth rate of 79%, while Xiaomi did not even squeeze into the top three in China, ranking fourth.</p><p>So, where did Xiaomi's sales that surpassed Apple in 2021Q2 come from? The answer lies in that 83% growth, and 70% of this 83% new increase comes from overseas markets.</p><p>The data shows that in 2021Q2, in Europe, where Huawei's overseas market share shrank most significantly, most operators that originally cooperated with Huawei chose Xiaomi. As a result, Xiaomi became the second largest mobile phone manufacturer in the European market after Samsung, accounting for 23%., a year-on-year increase of 85%.</p><p><img src=\"https://static.tigerbbs.com/abd636d54752c003dd239858ccac8c0f\" tg-width=\"1000\" tg-height=\"645\" referrerpolicy=\"no-referrer\"></p><p>In addition, Xiaomi is also actively exploring the African market and Latin American market this quarter, with growth of 150% and 300% respectively. This is mainly due to the fact that the epidemic has greatly increased the demand for smart phones and smart devices in the region, and Xiaomi has quickly filled this part of the market demand.</p><p>This is not only due to Xiaomi's global operation capabilities, such as integrating channel partners and more refined management of old inventory, but also due to the various efforts made by Xiaomi mobile phones to meet various local technical standards.</p><p><img src=\"https://static.tigerbbs.com/a0eb1fa086a28a0e651e66b20a022632\" tg-width=\"1000\" tg-height=\"566\" referrerpolicy=\"no-referrer\"></p><p>In fact, Xiaomi's dominance has already emerged in the Q1 quarter-Canalys report shows that in 2021Q1, Xiaomi's major global market share and ranking are respectively, with a market share of 28.3% in India, ranking first; The market share in Europe is 22.7%, ranking second; The Asia-Pacific region has a market share of 17.5%, ranking second; The market share in Latin America reached 11.5%, ranking third; The African region has a market share of 7.2%, ranking fourth.</p><p>Among them, the outbreak of the European market is the most typical.</p><p>According to Xiaomi's 2021Q1 financial report, smartphone sales in the European market increased by 85.1% year-on-year, reaching second place for the first time. Among them, the smartphone market share in Western Europe ranks third, with sales increasing by 86.1% year-on-year; The smartphone market share in Eastern Europe ranked first for two consecutive quarters, with sales increasing by 81.1% year-on-year; Spain's smartphone market share has ranked first for five consecutive quarters.</p><p><img src=\"https://static.tigerbbs.com/1b0841e12c9b8b2eaaf9dde419fabf7f\" tg-width=\"1000\" tg-height=\"1251\" referrerpolicy=\"no-referrer\"></p><p>In addition to the strong sales growth momentum, the quality of Xiaomi mobile phones has also been generally recognized by the European market.</p><p>In May 2021, Computer Bild (one of the three major evaluation agencies in Germany) stated in a report that Xiaomi 11 Ultra is not only the best Xiaomi smartphone, but also the best Android phone at present. In the smartphone comparison test, Samsung, Huawei, OnePlus and other companies are left behind.</p><p>Computer Bild also pointed out in a professional report, \"In terms of design, Xiaomi 11Ultra has excellent speed and powerful display effects. It has a raised camera that is equipped with a cool auxiliary display in addition to a telephoto lens and other lenses. Display that can display information, images or text, or act as a viewfinder when taking a selfie with the main camera.\"</p><p>As for Latin America and Africa, Xiaomi's 2021Q1 smartphone sales increased by 161.7% and 191% year-on-year respectively, and the Chilean market in Latin America has suddenly emerged.</p><p>According to data from market research organization Strategy Analytics, Chile's smartphone sales in 2021Q1 were 2.9 million units, and Xiaomi ranked third in the market with sales of 500,000 units, with a year-on-year growth of 1025%, making it the fastest growing smartphone brand in the region. At the same time, Xiaomi's market share in Chile also increased from 2.4% in the same period last year to 15.5%.</p><p><img src=\"https://static.tigerbbs.com/99eaa22550e8dbd53ec5e6163d34246c\" tg-width=\"1000\" tg-height=\"557\" referrerpolicy=\"no-referrer\"></p><p>In this regard, Rajeev Nair, senior analyst at Strategy Analytics, analyzed:</p><p>\"Xiaomi's Redmi mobile phone has a high cost performance, which makes this mobile phone strongly recognized among Chilean consumers whose consumption has been\" downgraded \"due to the epidemic, thus helping Xiaomi win the third place in sales in the region, and further increasing its market share.\" Wang Xiang, partner and president of Xiaomi Group, said that Xiaomi has become a truly global enterprise, with its products entering nearly 100 countries and half of its revenue coming from overseas markets. \"Not only in developing countries, such as China, India and the Asia-Pacific region, but also in the regions and markets of developed countries. Our market has strategic depth, so it can bring us to where we are today.\"</p><p>Huawei falls, Xiaomi is full?</p><p>Some people applauded Xiaomi's counterattack, and naturally others were cynical, jokingly calling it \"Huawei fell, Xiaomi was full.\"</p><p>It is undeniable that sharing Huawei's global smartphone market share is indeed one of the reasons for the accelerated growth of leading mobile phone manufacturers.</p><p>Since May 2019, the United States has included Huawei in the \"Entity List\".<a href=\"https://laohu8.com/S/GOOG\">Google</a>After announcing that it would stop providing Android and Google GMS, Huawei's overseas sales and market share plummeted.</p><p>According to Canalys data, Huawei's overseas market sales in 2019Q2 were 21.4 million units. In Q2 of 2020, this number was only 15.6 million units, a year-on-year decrease of 27%. By 2021Q1, Huawei only accounted for 4% of global smartphone sales, ranking sixth. Located behind Samsung, Apple, Xiaomi, OPPO, and vivo.</p><p>At that time, media such as Nihon Keizai Shimbun speculated that these market shares would be completely taken over by Samsung. However, from the current point of view, after Huawei's absence, Xiaomi is the biggest beneficiary of this \"battle to share Huawei's position\".</p><p>In Europe, in Q2 of 2019, Xiaomi sold only 4.3 million units, with a market share of 9.6%, ranking fourth; In Q2 of 2020, Xiaomi's sales have surpassed Huawei's, reaching 7.1 million units, with a market share of 17%, ranking third. In 2021Q1, Xiaomi's market share in Europe was 22.7%, ranking second. In less than two years, Xiaomi's market share in Europe has more than tripled, and its business has grown by leaps and bounds.</p><p>As for Latin America, after Huawei fell out of the top five local smartphone sales in the fourth quarter of 2020, Xiaomi quickly took over most of the market share originally belonging to Huawei.</p><p>In fact, last year was not the first time Xiaomi fought in Latin America-as early as July 2015, Xiaomi announced its entry into the Brazilian market. However, at that time, Brazil's economic situation was not good, and people did not have online consumption habits. Coupled with high taxes and harsh trade protection policies, it was difficult for Xiaomi to move. In May 2016, Xiaomi announced that it would change its Brazilian market strategy. It would no longer release new mobile phones in the short term, and the team would also return to China. The attempt to enter Latin America ended in failure.</p><p><img src=\"https://static.tigerbbs.com/3b19b647933c7f1f6140c481d04d5e4f\" tg-width=\"908\" tg-height=\"445\" referrerpolicy=\"no-referrer\"></p><p>Going back to the Latin American market, Xiaomi's strategy and style of play have matured a lot-geographically, it first chose Chile, which has a more open trade policy, as its first stop; In terms of sales strategy, we strive to match the offline consumption habits of Latin American countries, sell products in some large shopping malls and mobile phone stores, and then gradually lay out physical \"rice stores\". Until April 27th, 2019, Xiaomi's first Chilean \"rice store\" opened in the bustling business district in the east of Santiago, the capital of Chile.</p><p>Hard work pays off, and Xiaomi, which learned to \"adapt measures to local conditions\", finally increased its market share in Chile from 2.4% in the same period in 2020 to 15.5% in 2021Q1.</p><p>In this regard, Rajeev Nair, senior analyst at Strategy Analytics, believes that \"the'failure 'of Huawei mobile phones during this period (in Chile) is indeed good for Xiaomi, but the greater room for growth comes from Xiaomi itself.\"</p><p>In addition, Xiaomi has become the second largest in the world, which has something to do with Apple itself.</p><p>Apple is in the off-season of sales in 2021Q2, and it is not surprising that sales are low. For example, it can be seen from Apple's iPhone sales from 2018Q1 to 2021Q1 released by Counterpoint:</p><p><img src=\"https://static.tigerbbs.com/917e7355c2da26dfc6ab177c14a9ba39\" tg-width=\"1000\" tg-height=\"600\" referrerpolicy=\"no-referrer\"></p><p>Apple's revenue and profit have always been highly seasonal</p><p>Q1 is usually a quarter with high Apple sales, Q2 sales usually decrease significantly compared with the previous quarter, and Q3 is the lowest point of annual sales, because September ~ October is the release time of Apple's main product line iPhone. Before the release of new products, distributors' inventory will gradually control and decrease, and prepare for the release of new products. After the release of new products in Q4, sales will rise sharply again.</p><p>It is worth noting that the fiscal quarter cycle of foreign listed companies is different from that of domestic companies. Apple's fiscal year cycle is from September 28 of the previous year to September 27 of this year. Therefore, the Q2 we are discussing here corresponds to Apple's Q3, which is the quarter of sluggish sales.</p><p>On the other hand, Xiaomi's overseas market expanded wildly in the 2021Q2 quarter, with a strong growth rate. It is not impossible for sales to catch up with Apple during this period, but everyone did not expect that Xiaomi's growth rate would reach 83%.</p><p>As for Canalys research manager Ben Stanton, \"Xiaomi has set its sights on the next goal: replacing Samsung and becoming the world's number one manufacturer.\"</p><p>In the short term, it is not realistic.</p><p>First of all, although Xiaomi now occupies 17% of the global mobile phone market, leaving only a 2% gap with Samsung, you must know that Samsung is better than Xiaomi in terms of vertical integration capabilities from products to supply chains, especially in terms of upstream and downstream integration capabilities of the supply chain. Xiaomi has a huge gap-Samsung produces its own chips, screens, storage and assembly factories, while Xiaomi relies heavily on suppliers.</p><p>Secondly, Xiaomi only squeezed into the second place in the world in terms of sales, but in 2020 Samsung and Apple took away most of the profits of the global mobile phone industry chain.</p><p>The president of OPPO China once said in an interview that in the Chinese mobile phone market, the market share of high-end models is close to 25%, of which Apple accounts for 44%. Considering that Huawei may be absent from this competition in the future, if other domestic If manufacturers cannot fill this vacancy in time, it is likely that it will continue to be eroded by Apple.</p><p>Therefore, it is not easy for Xiaomi to \"stay\" in the second position, so don't give Xiaomi the \"illusion\" of being the first.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Xiaomi counterattacks second in the world, Apple does not stop it</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nXiaomi counterattacks second in the world, Apple does not stop it\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/101\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/98669fe7974e42f3976b3db47528792d);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">虎嗅APP </p>\n<p class=\"h-time smaller\">2021-07-17 11:51</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Xiaomi takes a small step forward,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>All became background boards.</p><p>In the early morning of July 16, Lei Jun, founder, chairman and CEO of Xiaomi Group, couldn't restrain his excitement.<a href=\"https://laohu8.com/S/WB\">Weibo</a>Announced, \"Canalys released the second quarter global<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>In terms of mobile phone market share ranking, Xiaomi's mobile phone sales surpassed Apple's, ranking second in the world for the first time. \"</p><p><img src=\"https://static.tigerbbs.com/24c9c57286064d558a5c76d659cd4537\" tg-width=\"638\" tg-height=\"447\" referrerpolicy=\"no-referrer\"></p><p>You read it right, Xiaomi surpassed Apple and \"touched\" the second position in the world-this is the first time that Xiaomi has surpassed Apple in total global sales since its establishment. Just the day before, Lei Jungang ranked first in the list of best CEOs released by Forbes China.</p><p><img src=\"https://static.tigerbbs.com/fc9a77be49c8d254e7f797551c8c6774\" tg-width=\"640\" tg-height=\"685\" referrerpolicy=\"no-referrer\"></p><p>No wonder Lei Jun called it \"great news\" in his letter to all employees. He said, \"Xiaomi has become the second in the world for the first time. This is a fantastic achievement and a major milestone in the history of Xiaomi's development!\"</p><p>A Canalys (market research organization) report shows that global smartphone shipments increased by 12% in 2021Q2.<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>Topped the list with a global market share of 19%; Xiaomi ranks second with a global market share of 17%; Apple slipped to third place in the world, leaving only 14% of the global market share; OPPO and vivo ranked fourth and fifth with a global market share of 10% respectively.</p><p><img src=\"https://static.tigerbbs.com/502c766a856f58aca5e5673ec09132e0\" tg-width=\"740\" tg-height=\"414\" referrerpolicy=\"no-referrer\"></p><p>It is worth noting that among the five major manufacturers, Xiaomi's sales growth rate in the second quarter was astonishing, with a year-on-year increase of 83%.</p><p>Xiaomi's outstanding achievements naturally stimulated the nerves of the capital market-affected by this news, when the Hong Kong stock market opened on July 16, Xiaomi's stock price rose rapidly. As of the close of the Hong Kong stock market on July 16, Xiaomi Group's Hong Kong stock rose 4.82% to 28.25 Hong Kong dollars/share, with a total market value of 708.6 billion Hong Kong dollars.</p><p>Squeeze down Apple, why should Xiaomi?</p><p>If we only look at the domestic market share data of 2021Q1 domestic mobile phone released by Canalys, vivo ranked first with a market share of 23% and a growth rate of 79%, while Xiaomi did not even squeeze into the top three in China, ranking fourth.</p><p>So, where did Xiaomi's sales that surpassed Apple in 2021Q2 come from? The answer lies in that 83% growth, and 70% of this 83% new increase comes from overseas markets.</p><p>The data shows that in 2021Q2, in Europe, where Huawei's overseas market share shrank most significantly, most operators that originally cooperated with Huawei chose Xiaomi. As a result, Xiaomi became the second largest mobile phone manufacturer in the European market after Samsung, accounting for 23%., a year-on-year increase of 85%.</p><p><img src=\"https://static.tigerbbs.com/abd636d54752c003dd239858ccac8c0f\" tg-width=\"1000\" tg-height=\"645\" referrerpolicy=\"no-referrer\"></p><p>In addition, Xiaomi is also actively exploring the African market and Latin American market this quarter, with growth of 150% and 300% respectively. This is mainly due to the fact that the epidemic has greatly increased the demand for smart phones and smart devices in the region, and Xiaomi has quickly filled this part of the market demand.</p><p>This is not only due to Xiaomi's global operation capabilities, such as integrating channel partners and more refined management of old inventory, but also due to the various efforts made by Xiaomi mobile phones to meet various local technical standards.</p><p><img src=\"https://static.tigerbbs.com/a0eb1fa086a28a0e651e66b20a022632\" tg-width=\"1000\" tg-height=\"566\" referrerpolicy=\"no-referrer\"></p><p>In fact, Xiaomi's dominance has already emerged in the Q1 quarter-Canalys report shows that in 2021Q1, Xiaomi's major global market share and ranking are respectively, with a market share of 28.3% in India, ranking first; The market share in Europe is 22.7%, ranking second; The Asia-Pacific region has a market share of 17.5%, ranking second; The market share in Latin America reached 11.5%, ranking third; The African region has a market share of 7.2%, ranking fourth.</p><p>Among them, the outbreak of the European market is the most typical.</p><p>According to Xiaomi's 2021Q1 financial report, smartphone sales in the European market increased by 85.1% year-on-year, reaching second place for the first time. Among them, the smartphone market share in Western Europe ranks third, with sales increasing by 86.1% year-on-year; The smartphone market share in Eastern Europe ranked first for two consecutive quarters, with sales increasing by 81.1% year-on-year; Spain's smartphone market share has ranked first for five consecutive quarters.</p><p><img src=\"https://static.tigerbbs.com/1b0841e12c9b8b2eaaf9dde419fabf7f\" tg-width=\"1000\" tg-height=\"1251\" referrerpolicy=\"no-referrer\"></p><p>In addition to the strong sales growth momentum, the quality of Xiaomi mobile phones has also been generally recognized by the European market.</p><p>In May 2021, Computer Bild (one of the three major evaluation agencies in Germany) stated in a report that Xiaomi 11 Ultra is not only the best Xiaomi smartphone, but also the best Android phone at present. In the smartphone comparison test, Samsung, Huawei, OnePlus and other companies are left behind.</p><p>Computer Bild also pointed out in a professional report, \"In terms of design, Xiaomi 11Ultra has excellent speed and powerful display effects. It has a raised camera that is equipped with a cool auxiliary display in addition to a telephoto lens and other lenses. Display that can display information, images or text, or act as a viewfinder when taking a selfie with the main camera.\"</p><p>As for Latin America and Africa, Xiaomi's 2021Q1 smartphone sales increased by 161.7% and 191% year-on-year respectively, and the Chilean market in Latin America has suddenly emerged.</p><p>According to data from market research organization Strategy Analytics, Chile's smartphone sales in 2021Q1 were 2.9 million units, and Xiaomi ranked third in the market with sales of 500,000 units, with a year-on-year growth of 1025%, making it the fastest growing smartphone brand in the region. At the same time, Xiaomi's market share in Chile also increased from 2.4% in the same period last year to 15.5%.</p><p><img src=\"https://static.tigerbbs.com/99eaa22550e8dbd53ec5e6163d34246c\" tg-width=\"1000\" tg-height=\"557\" referrerpolicy=\"no-referrer\"></p><p>In this regard, Rajeev Nair, senior analyst at Strategy Analytics, analyzed:</p><p>\"Xiaomi's Redmi mobile phone has a high cost performance, which makes this mobile phone strongly recognized among Chilean consumers whose consumption has been\" downgraded \"due to the epidemic, thus helping Xiaomi win the third place in sales in the region, and further increasing its market share.\" Wang Xiang, partner and president of Xiaomi Group, said that Xiaomi has become a truly global enterprise, with its products entering nearly 100 countries and half of its revenue coming from overseas markets. \"Not only in developing countries, such as China, India and the Asia-Pacific region, but also in the regions and markets of developed countries. Our market has strategic depth, so it can bring us to where we are today.\"</p><p>Huawei falls, Xiaomi is full?</p><p>Some people applauded Xiaomi's counterattack, and naturally others were cynical, jokingly calling it \"Huawei fell, Xiaomi was full.\"</p><p>It is undeniable that sharing Huawei's global smartphone market share is indeed one of the reasons for the accelerated growth of leading mobile phone manufacturers.</p><p>Since May 2019, the United States has included Huawei in the \"Entity List\".<a href=\"https://laohu8.com/S/GOOG\">Google</a>After announcing that it would stop providing Android and Google GMS, Huawei's overseas sales and market share plummeted.</p><p>According to Canalys data, Huawei's overseas market sales in 2019Q2 were 21.4 million units. In Q2 of 2020, this number was only 15.6 million units, a year-on-year decrease of 27%. By 2021Q1, Huawei only accounted for 4% of global smartphone sales, ranking sixth. Located behind Samsung, Apple, Xiaomi, OPPO, and vivo.</p><p>At that time, media such as Nihon Keizai Shimbun speculated that these market shares would be completely taken over by Samsung. However, from the current point of view, after Huawei's absence, Xiaomi is the biggest beneficiary of this \"battle to share Huawei's position\".</p><p>In Europe, in Q2 of 2019, Xiaomi sold only 4.3 million units, with a market share of 9.6%, ranking fourth; In Q2 of 2020, Xiaomi's sales have surpassed Huawei's, reaching 7.1 million units, with a market share of 17%, ranking third. In 2021Q1, Xiaomi's market share in Europe was 22.7%, ranking second. In less than two years, Xiaomi's market share in Europe has more than tripled, and its business has grown by leaps and bounds.</p><p>As for Latin America, after Huawei fell out of the top five local smartphone sales in the fourth quarter of 2020, Xiaomi quickly took over most of the market share originally belonging to Huawei.</p><p>In fact, last year was not the first time Xiaomi fought in Latin America-as early as July 2015, Xiaomi announced its entry into the Brazilian market. However, at that time, Brazil's economic situation was not good, and people did not have online consumption habits. Coupled with high taxes and harsh trade protection policies, it was difficult for Xiaomi to move. In May 2016, Xiaomi announced that it would change its Brazilian market strategy. It would no longer release new mobile phones in the short term, and the team would also return to China. The attempt to enter Latin America ended in failure.</p><p><img src=\"https://static.tigerbbs.com/3b19b647933c7f1f6140c481d04d5e4f\" tg-width=\"908\" tg-height=\"445\" referrerpolicy=\"no-referrer\"></p><p>Going back to the Latin American market, Xiaomi's strategy and style of play have matured a lot-geographically, it first chose Chile, which has a more open trade policy, as its first stop; In terms of sales strategy, we strive to match the offline consumption habits of Latin American countries, sell products in some large shopping malls and mobile phone stores, and then gradually lay out physical \"rice stores\". Until April 27th, 2019, Xiaomi's first Chilean \"rice store\" opened in the bustling business district in the east of Santiago, the capital of Chile.</p><p>Hard work pays off, and Xiaomi, which learned to \"adapt measures to local conditions\", finally increased its market share in Chile from 2.4% in the same period in 2020 to 15.5% in 2021Q1.</p><p>In this regard, Rajeev Nair, senior analyst at Strategy Analytics, believes that \"the'failure 'of Huawei mobile phones during this period (in Chile) is indeed good for Xiaomi, but the greater room for growth comes from Xiaomi itself.\"</p><p>In addition, Xiaomi has become the second largest in the world, which has something to do with Apple itself.</p><p>Apple is in the off-season of sales in 2021Q2, and it is not surprising that sales are low. For example, it can be seen from Apple's iPhone sales from 2018Q1 to 2021Q1 released by Counterpoint:</p><p><img src=\"https://static.tigerbbs.com/917e7355c2da26dfc6ab177c14a9ba39\" tg-width=\"1000\" tg-height=\"600\" referrerpolicy=\"no-referrer\"></p><p>Apple's revenue and profit have always been highly seasonal</p><p>Q1 is usually a quarter with high Apple sales, Q2 sales usually decrease significantly compared with the previous quarter, and Q3 is the lowest point of annual sales, because September ~ October is the release time of Apple's main product line iPhone. Before the release of new products, distributors' inventory will gradually control and decrease, and prepare for the release of new products. After the release of new products in Q4, sales will rise sharply again.</p><p>It is worth noting that the fiscal quarter cycle of foreign listed companies is different from that of domestic companies. Apple's fiscal year cycle is from September 28 of the previous year to September 27 of this year. Therefore, the Q2 we are discussing here corresponds to Apple's Q3, which is the quarter of sluggish sales.</p><p>On the other hand, Xiaomi's overseas market expanded wildly in the 2021Q2 quarter, with a strong growth rate. It is not impossible for sales to catch up with Apple during this period, but everyone did not expect that Xiaomi's growth rate would reach 83%.</p><p>As for Canalys research manager Ben Stanton, \"Xiaomi has set its sights on the next goal: replacing Samsung and becoming the world's number one manufacturer.\"</p><p>In the short term, it is not realistic.</p><p>First of all, although Xiaomi now occupies 17% of the global mobile phone market, leaving only a 2% gap with Samsung, you must know that Samsung is better than Xiaomi in terms of vertical integration capabilities from products to supply chains, especially in terms of upstream and downstream integration capabilities of the supply chain. Xiaomi has a huge gap-Samsung produces its own chips, screens, storage and assembly factories, while Xiaomi relies heavily on suppliers.</p><p>Secondly, Xiaomi only squeezed into the second place in the world in terms of sales, but in 2020 Samsung and Apple took away most of the profits of the global mobile phone industry chain.</p><p>The president of OPPO China once said in an interview that in the Chinese mobile phone market, the market share of high-end models is close to 25%, of which Apple accounts for 44%. Considering that Huawei may be absent from this competition in the future, if other domestic If manufacturers cannot fill this vacancy in time, it is likely that it will continue to be eroded by Apple.</p><p>Therefore, it is not easy for Xiaomi to \"stay\" in the second position, so don't give Xiaomi the \"illusion\" of being the first.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1c9710c2d10626e3300cf4e73167b810","relate_stocks":{"AAPL":"苹果","03086":"华夏纳指","01810":"小米集团-W","09086":"华夏纳指-U"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166843923","content_text":"小米往前一小步，苹果都成了背景板。\n7月16日凌晨，小米集团创始人、董事长兼CEO雷军按捺不住内心的激动，在微博宣布，“Canalys发布了第二季度全球智能手机市占率排名，小米手机销量超越了苹果，首次晋升全球第二。”\n\n你没有看错，小米超越苹果，“摸”到了全球第二的位置——这是小米自创立以来，首次在全球总销量上超越苹果。而就在前一天，雷军刚在福布斯中国发布最佳CEO榜中，荣登首位。\n\n难怪雷军在全员信中将之称为“天大的好消息”，他说：“小米第一次成为全球第二，这是个梦幻般的成就，是小米发展史上的重大里程碑！”\nCanalys（市场调研机构）报告显示，2021Q2全球智能机出货量增长了12%，三星以19%的全球市场份额位列榜首；小米以 17%的全球市场份额屈居第二；苹果则滑落至全球第三，仅剩14%的全球市场份额；OPPO、vivo分别以10%的全球市场份额位列第四、第五。\n\n值得注意的是，五大厂商中，小米第二季度销量增速惊人，同比增长高达83%。\n小米亮眼的成绩自然刺激到了资本市场的神经——受此消息影响，7月16日港股开盘，小米股价就迅速拉涨，截至7月16日港股收盘，小米集团港股涨4.82%，报28.25港元/股，总市值达7086亿港元。\n挤下苹果，小米凭什么？\n如果只看国内的话，Canalys公布的2021Q1国内手机市场份额数据，vivo以23%的市场份额以及79%的增长速度排名第一，而小米在国内连前三都没挤进去，屈居第四。\n那么，小米2021Q2力压苹果的销量从何而来呢？答案就在那83%的增长里，而这83%的新增量中有70%来源于海外市场。\n数据显示，2021Q2，华为海外市场份额萎缩最明显的欧洲，大多数原本与华为合作的运营商选择了小米，小米因此成为欧洲市场仅次于三星的第二大手机厂商，份额占比达23%，同比增长85%。\n\n此外，小米本季度也在积极开拓非洲市场、拉丁美洲市场，两地增长分别达150%、300%。这主要源于疫情使该地区智能机、智能设备需求大幅度增加，而小米迅速填补了这部分市场需求。\n这既得益于小米的全球化运营能力，比如整合渠道合作伙伴、更精细化管理旧库存等，也归功于小米手机为符合当地各种技术标准所做的各种努力。\n\n其实，小米的统治力Q1季度就已露出端倪——Canalys报告显示，2021Q1，小米全球主要市场市占率及排名分别是，印度地区市占率28.3%，排名第一；欧洲地区市占率22.7%，排名第二；亚太地区市占率17.5%，排名第二；拉美地区市占率达11.5%，排名第三；非洲地区市占率7.2%，排名第四。\n其中，尤以欧洲市场的爆发最为典型。\n根据小米2021Q1财报显示，欧洲市场智能手机销量同比增长85.1%，首次达到第二。其中，西欧智能手机市占率稳居第三，销量同比增长86.1%；东欧智能手机市占率连续两个季度第一，销量同比增长81.1%；西班牙智能手机市占率连续五个季度稳居第一。\n\n除了销量增长势头强劲外，小米手机的质量也得到了欧洲市场的普遍认可。\n2021年5月，Computer Bild（德国三大评测机构之一）在报告中称，小米11 Ultra不仅是最好的小米智能手机，也是目前最好的安卓手机，在智能手机对比测试中已经把三星、华为、一加等公司甩在了后面。\nComputer Bild还在专业报告中指出，“从设计上来说，小米11Ultra具备卓越的速度和强大的显示效果。它有一个凸起的相机，除了长焦镜头和其他镜头外，还装有很酷的辅助显示屏，可以显示信息、图像或文字，或者在用主摄像头自拍时，充当取景器。”\n至于拉美、非洲地区，小米2021Q1智能手机销量同比增长分别为161.7%、191%，拉美地区中的智利市场异军突起。\n据市场研究机构Strategy Analytics 数据显示，2021Q1 智利智能手机销量290万部，小米以50万部的销量夺得市场第三名，年同比增长高达1025%，成为该地区增长最快的智能手机品牌。与此同时，小米在智利的市场占有率也从去年同期的2.4% 上升至15.5%。\n\n对此，Strategy Analytics 高级分析师 Rajeev Nair 分析称：\n\n “ 小米旗下的红米手机具有很高的性价比，这使得该款手机在因为疫情而\" 消费 降级 \" 的智利消费者中获得了强烈认可，从而帮助小米在该地区获得了销量第三名的位置，也进一步提高了市场占有率。”\n\n而小米集团合伙人、总裁王翔则表示，小米已经成为一家真正的全球化企业，产品进入近一百个国家，营收一半来源于海外市场。“不单单在发展中国家，如中国、印度、亚太地区，也进入了发达国家的地区和市场。我们的市场有战略纵深，所以能让我们走到今天这一步。”\n华为跌倒，小米吃饱？\n有人对小米的逆袭拍手叫好，自然也会有人冷嘲热讽，戏称其是“华为跌倒，小米吃饱”。\n不可否认，分食华为全球智能手机市场份额，确实是头部手机厂商增速加快的原因之一。\n2019年5月以来，美国将华为列入“实体清单”，在谷歌宣布停止提供安卓系统和谷歌GMS后，华为的海外销量及市场份额暴跌。\n根据Canalys数据，华为2019Q2海外市场销量为2140万台，2020年Q2，这个数字只剩下了1560万台，同比下降27%，到了2021Q1，华为仅占全球智能手机销量4%，排名第六，位于三星、苹果、小米、OPPO、vivo之后。\n当时，日本经济新闻等媒体猜测，这些市场份额会被三星全盘收下，不过从目前来看，华为缺位后，小米才是这场“分食华为抢位战”中的最大受益者。\n在欧洲，2019年Q2，小米销量还只有430万台，市占率9.6%，排名第四；2020年Q2，小米销量已经超过华为，达到710万台，市占率17%，排名第三。2021Q1小米在欧洲地区市占率22.7%，排名第二，不到两年，小米在欧洲的市占率翻了两倍不止，业务突飞猛进。\n至于拉丁美洲，2020年第四季度华为跌出当地智能手机销量前五后，小米便很快接管了大部分原本属于华为市场份额。\n其实，去年并非小米第一次征战拉丁美洲——早在2015年7月，小米就曾宣布进军巴西市场，但当时巴西经济状况不佳，民众也没有线上消费习惯，再加上高昂的税收和苛刻的贸易保护政策，让小米寸步难行。2016年5月份，小米宣布改变巴西市场策略，短期之内不再发布新款手机，团队也将返回中国，进军拉美的尝试以失败告终。\n\n再回拉丁美洲市场，小米的策略和打法成熟了许多——在地域上，先选择了贸易政策更为开放的智利作为第一站；在销售策略上，努力配合拉美国家线下消费的习惯，在一些大型商场和手机专卖店进行产品销售，再逐步布局实体“米店”，直到2019年4月27日，小米首家智利“米店”才在智利首都圣地亚哥东部繁华商圈开业。\n功夫不负有心人，学会“因地制宜”的小米终于在2021Q1将智利市占率从2020年同期的2.4% 提升至15.5%。\n对此，Strategy Analytics 高级分析师 Rajeev Nair 认为，“（在智利）华为手机此段时间的‘失利’确实利好小米，但更大的增长空间源于小米自身。\"\n除此之外，小米成为全球第二，和苹果自身也有一定关系。\n2021Q2季度苹果处于销售淡季，销量偏低并不意外。比如从Counterpoint发布的苹果公司2018Q1~2021Q1的iPhone销量便可以看出：\n\n苹果营收和利润向来有很强的季节性\nQ1通常是苹果销量偏高的季度，Q2销量通常会比前一季度大幅减少，Q3则是全年销量的低谷，因为9~10月份是苹果主要产品线iPhone新品发布时间，新产品发布前，分销商的存货量会逐渐控制减少，并为新品发布作准备，Q4新品发布后，销量又会大幅攀升。\n值得注意的是，国外的上市公司财季周期与国内不同。苹果的财年周期是上一年的9月28日至今年的9月27日。因此我们这里讨论的Q2，对应为苹果公司Q3，即销量低迷的季度。\n反观小米，2021Q2季度海外市场疯狂扩张，增速强劲，这一时期销量赶超苹果并非没有可能，只不过大家没有预料到，小米的增速能达到83%。\n至于Canalys 研究经理 Ben Stanton认为，“小米已经将目光投向下一个目标：取代三星，成为全球头号厂商。”\n短期来看，并不现实。\n首先，虽然小米如今占据着全球手机市场17%的份额，与三星仅剩2%的差距，但要知道，从产品到供应链垂直整合能力，三星都比小米厉害，尤其供应链上下游整合能力小米更是差距巨大——三星自产芯片、屏幕、存储和组装工厂，而小米则严重依赖供应商。\n其次，小米仅仅是销量挤到了全球第二的位置，但2020年三星和苹果却拿走了全球手机产业链大部分利润。\nOPPO中国区总裁就曾在接受采访时表示，在中国手机市场当中，高端机型的市场份额接近25%，其中苹果占到44%，考虑到未来华为可能会缺席这场竞赛，如果其他国产厂商无法及时填补这个空缺话，很有可能会被苹果继续侵蚀。\n所以，小米能在第二的位置“苟住”已属不易，就别再给小米冲第一的“幻觉”了。","news_type":1,"symbols_score_info":{"01810":0.9,"AAPL":0.9,"03086":0.9,"09086":0.9}},"isVote":1,"tweetType":1,"viewCount":2270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127000026,"gmtCreate":1624799408665,"gmtModify":1703845294398,"author":{"id":"3572780466510302","authorId":"3572780466510302","name":"韭菜也能变镰刀加油","avatar":"https://static.tigerbbs.com/f4e30be7692c7de5fe3ee1b54f2977f5","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3572780466510302","idStr":"3572780466510302"},"themes":[],"htmlText":"✈️✈️✈️","listText":"✈️✈️✈️","text":"✈️✈️✈️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/127000026","repostId":"1132289893","repostType":4,"isVote":1,"tweetType":1,"viewCount":4324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125040449,"gmtCreate":1624638001081,"gmtModify":1703842574584,"author":{"id":"3572780466510302","authorId":"3572780466510302","name":"韭菜也能变镰刀加油","avatar":"https://static.tigerbbs.com/f4e30be7692c7de5fe3ee1b54f2977f5","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3572780466510302","idStr":"3572780466510302"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/125040449","repostId":"2146026823","repostType":4,"isVote":1,"tweetType":1,"viewCount":2059,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":104886018,"gmtCreate":1620374506334,"gmtModify":1704342751722,"author":{"id":"3572780466510302","authorId":"3572780466510302","name":"韭菜也能变镰刀加油","avatar":"https://static.tigerbbs.com/f4e30be7692c7de5fe3ee1b54f2977f5","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3572780466510302","idStr":"3572780466510302"},"themes":[],"htmlText":"my god … hope anyone can reply me&nbsp;","listText":"my god … hope anyone can reply me&nbsp;","text":"my god … hope anyone can reply me","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/104886018","repostId":"2133200503","repostType":4,"repost":{"id":"2133200503","kind":"news","pubTimestamp":1620373204,"share":"https://ttm.financial/m/news/2133200503?lang=en_US&edition=fundamental","pubTime":"2021-05-07 15:40","market":"us","language":"zh","title":"British asset management giant reduced its holdings of Tesla by another 11.1 million shares in the first quarter","url":"https://stock-news.laohu8.com/highlight/detail?id=2133200503","media":"新浪财经","summary":"英国资管巨头Baillie Gifford周四在一份文件中披露，今年一季度进一步减持了特斯拉的1110万股股票，相当于特斯拉1.2%的在外流通股份，使其持股在去年年底的基础上减少了40%。Baillie Gifford曾经是特斯拉的最大外部股东，持股仅次于马斯克，目前该基金仍持有特斯拉的1.7%股份，是该公司第五大股东。但这已经是该基金连续第二个季度减持特斯拉股份，去年第四季度，该基金出售了740万股特斯拉股票。今年1月26日，特斯拉创下了每股883美元的历史新高。","content":"<p><img src=\"https://static.tigerbbs.com/1cb67a5d83724d94f6338ee63802a898\" tg-width=\"550\" tg-height=\"360\" referrerpolicy=\"no-referrer\"></p><p>British asset management giant Baillie Gifford disclosed in a document on Thursday that it further reduced its holdings in the first quarter of this year<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>11.1 million shares, equivalent to 1.2% of Tesla's outstanding shares, reduced its shareholding by 40% from the end of last year.</p><p>Baillie Gifford was once Tesla's largest external shareholder, second only to Musk. The fund still holds 1.7% of Tesla's shares and is the fifth largest shareholder in the company.</p><p>But this is the second consecutive quarter that the fund has reduced its stake in Tesla. In the fourth quarter of last year, the fund sold 7.4 million Tesla shares. That means the fund has sold more than half of its stake in Tesla since the end of September last year.</p><p>Baillie Gifford did not respond to a request for comment on its decision to sell Tesla shares. The fund has revealed the sale date and price of these shares. On January 26 this year, Tesla hit an all-time high of $883 per share. Since then, the company's stock price has dropped more than 25% and entered the bear market zone. Baillie Gifford isn't the only company selling Tesla stock.</p>","source":"XLCJ","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>British asset management giant reduced its holdings of Tesla by another 11.1 million shares in the first quarter</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBritish asset management giant reduced its holdings of Tesla by another 11.1 million shares in the first quarter\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新浪财经</strong><span class=\"h-time small\">2021-05-07 15:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p><img src=\"https://static.tigerbbs.com/1cb67a5d83724d94f6338ee63802a898\" tg-width=\"550\" tg-height=\"360\" referrerpolicy=\"no-referrer\"></p><p>British asset management giant Baillie Gifford disclosed in a document on Thursday that it further reduced its holdings in the first quarter of this year<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>11.1 million shares, equivalent to 1.2% of Tesla's outstanding shares, reduced its shareholding by 40% from the end of last year.</p><p>Baillie Gifford was once Tesla's largest external shareholder, second only to Musk. The fund still holds 1.7% of Tesla's shares and is the fifth largest shareholder in the company.</p><p>But this is the second consecutive quarter that the fund has reduced its stake in Tesla. In the fourth quarter of last year, the fund sold 7.4 million Tesla shares. That means the fund has sold more than half of its stake in Tesla since the end of September last year.</p><p>Baillie Gifford did not respond to a request for comment on its decision to sell Tesla shares. The fund has revealed the sale date and price of these shares. On January 26 this year, Tesla hit an all-time high of $883 per share. Since then, the company's stock price has dropped more than 25% and entered the bear market zone. Baillie Gifford isn't the only company selling Tesla stock.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://finance.sina.com.cn/tech/2021-05-07/doc-ikmyaawc3906380.shtml\">新浪财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1cb67a5d83724d94f6338ee63802a898","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://finance.sina.com.cn/tech/2021-05-07/doc-ikmyaawc3906380.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2133200503","content_text":"英国资管巨头Baillie Gifford周四在一份文件中披露，今年一季度进一步减持了特斯拉的1110万股股票，相当于特斯拉1.2%的在外流通股份，使其持股在去年年底的基础上减少了40%。Baillie Gifford曾经是特斯拉的最大外部股东，持股仅次于马斯克，目前该基金仍持有特斯拉的1.7%股份，是该公司第五大股东。但这已经是该基金连续第二个季度减持特斯拉股份，去年第四季度，该基金出售了740万股特斯拉股票。这意味着自去年9月底以来，该基金已经出售了其所持特斯拉股份的一半以上。Baillie Gifford没有回应就其出售特斯拉股票的决定发表评论的请求。该基金有透露这些股票的出售日期和价格。今年1月26日，特斯拉创下了每股883美元的历史新高。自那以后，该公司的股价下跌了超过25%，进入了熊市地带。Baillie Gifford并非唯一一家出售特斯拉股票的公司。","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2908,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":127000026,"gmtCreate":1624799408665,"gmtModify":1703845294398,"author":{"id":"3572780466510302","authorId":"3572780466510302","name":"韭菜也能变镰刀加油","avatar":"https://static.tigerbbs.com/f4e30be7692c7de5fe3ee1b54f2977f5","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3572780466510302","authorIdStr":"3572780466510302"},"themes":[],"htmlText":"✈️✈️✈️","listText":"✈️✈️✈️","text":"✈️✈️✈️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/127000026","repostId":"1132289893","repostType":4,"isVote":1,"tweetType":1,"viewCount":4324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":104886018,"gmtCreate":1620374506334,"gmtModify":1704342751722,"author":{"id":"3572780466510302","authorId":"3572780466510302","name":"韭菜也能变镰刀加油","avatar":"https://static.tigerbbs.com/f4e30be7692c7de5fe3ee1b54f2977f5","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3572780466510302","authorIdStr":"3572780466510302"},"themes":[],"htmlText":"my god … hope anyone can reply me&nbsp;","listText":"my god … hope anyone can reply me&nbsp;","text":"my god … hope anyone can reply me","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/104886018","repostId":"2133200503","repostType":4,"repost":{"id":"2133200503","kind":"news","pubTimestamp":1620373204,"share":"https://ttm.financial/m/news/2133200503?lang=en_US&edition=fundamental","pubTime":"2021-05-07 15:40","market":"us","language":"zh","title":"British asset management giant reduced its holdings of Tesla by another 11.1 million shares in the first quarter","url":"https://stock-news.laohu8.com/highlight/detail?id=2133200503","media":"新浪财经","summary":"英国资管巨头Baillie Gifford周四在一份文件中披露，今年一季度进一步减持了特斯拉的1110万股股票，相当于特斯拉1.2%的在外流通股份，使其持股在去年年底的基础上减少了40%。Baillie Gifford曾经是特斯拉的最大外部股东，持股仅次于马斯克，目前该基金仍持有特斯拉的1.7%股份，是该公司第五大股东。但这已经是该基金连续第二个季度减持特斯拉股份，去年第四季度，该基金出售了740万股特斯拉股票。今年1月26日，特斯拉创下了每股883美元的历史新高。","content":"<p><img src=\"https://static.tigerbbs.com/1cb67a5d83724d94f6338ee63802a898\" tg-width=\"550\" tg-height=\"360\" referrerpolicy=\"no-referrer\"></p><p>British asset management giant Baillie Gifford disclosed in a document on Thursday that it further reduced its holdings in the first quarter of this year<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>11.1 million shares, equivalent to 1.2% of Tesla's outstanding shares, reduced its shareholding by 40% from the end of last year.</p><p>Baillie Gifford was once Tesla's largest external shareholder, second only to Musk. The fund still holds 1.7% of Tesla's shares and is the fifth largest shareholder in the company.</p><p>But this is the second consecutive quarter that the fund has reduced its stake in Tesla. In the fourth quarter of last year, the fund sold 7.4 million Tesla shares. That means the fund has sold more than half of its stake in Tesla since the end of September last year.</p><p>Baillie Gifford did not respond to a request for comment on its decision to sell Tesla shares. The fund has revealed the sale date and price of these shares. On January 26 this year, Tesla hit an all-time high of $883 per share. Since then, the company's stock price has dropped more than 25% and entered the bear market zone. Baillie Gifford isn't the only company selling Tesla stock.</p>","source":"XLCJ","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>British asset management giant reduced its holdings of Tesla by another 11.1 million shares in the first quarter</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBritish asset management giant reduced its holdings of Tesla by another 11.1 million shares in the first quarter\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新浪财经</strong><span class=\"h-time small\">2021-05-07 15:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p><img src=\"https://static.tigerbbs.com/1cb67a5d83724d94f6338ee63802a898\" tg-width=\"550\" tg-height=\"360\" referrerpolicy=\"no-referrer\"></p><p>British asset management giant Baillie Gifford disclosed in a document on Thursday that it further reduced its holdings in the first quarter of this year<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>11.1 million shares, equivalent to 1.2% of Tesla's outstanding shares, reduced its shareholding by 40% from the end of last year.</p><p>Baillie Gifford was once Tesla's largest external shareholder, second only to Musk. The fund still holds 1.7% of Tesla's shares and is the fifth largest shareholder in the company.</p><p>But this is the second consecutive quarter that the fund has reduced its stake in Tesla. In the fourth quarter of last year, the fund sold 7.4 million Tesla shares. That means the fund has sold more than half of its stake in Tesla since the end of September last year.</p><p>Baillie Gifford did not respond to a request for comment on its decision to sell Tesla shares. The fund has revealed the sale date and price of these shares. On January 26 this year, Tesla hit an all-time high of $883 per share. Since then, the company's stock price has dropped more than 25% and entered the bear market zone. Baillie Gifford isn't the only company selling Tesla stock.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://finance.sina.com.cn/tech/2021-05-07/doc-ikmyaawc3906380.shtml\">新浪财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1cb67a5d83724d94f6338ee63802a898","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://finance.sina.com.cn/tech/2021-05-07/doc-ikmyaawc3906380.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2133200503","content_text":"英国资管巨头Baillie Gifford周四在一份文件中披露，今年一季度进一步减持了特斯拉的1110万股股票，相当于特斯拉1.2%的在外流通股份，使其持股在去年年底的基础上减少了40%。Baillie Gifford曾经是特斯拉的最大外部股东，持股仅次于马斯克，目前该基金仍持有特斯拉的1.7%股份，是该公司第五大股东。但这已经是该基金连续第二个季度减持特斯拉股份，去年第四季度，该基金出售了740万股特斯拉股票。这意味着自去年9月底以来，该基金已经出售了其所持特斯拉股份的一半以上。Baillie Gifford没有回应就其出售特斯拉股票的决定发表评论的请求。该基金有透露这些股票的出售日期和价格。今年1月26日，特斯拉创下了每股883美元的历史新高。自那以后，该公司的股价下跌了超过25%，进入了熊市地带。Baillie Gifford并非唯一一家出售特斯拉股票的公司。","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2908,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125040449,"gmtCreate":1624638001081,"gmtModify":1703842574584,"author":{"id":"3572780466510302","authorId":"3572780466510302","name":"韭菜也能变镰刀加油","avatar":"https://static.tigerbbs.com/f4e30be7692c7de5fe3ee1b54f2977f5","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3572780466510302","authorIdStr":"3572780466510302"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/125040449","repostId":"2146026823","repostType":4,"isVote":1,"tweetType":1,"viewCount":2059,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9912861592,"gmtCreate":1664800299817,"gmtModify":1676537510088,"author":{"id":"3572780466510302","authorId":"3572780466510302","name":"韭菜也能变镰刀加油","avatar":"https://static.tigerbbs.com/f4e30be7692c7de5fe3ee1b54f2977f5","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3572780466510302","authorIdStr":"3572780466510302"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>🉑️","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>🉑️","text":"$Palantir Technologies Inc.(PLTR)$🉑️","images":[{"img":"https://community-static.tradeup.com/news/0f318b472686b75267adcbeb60e7998e","width":"1170","height":"3672"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9912861592","isVote":1,"tweetType":1,"viewCount":2558,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9090060172,"gmtCreate":1643036310590,"gmtModify":1676533767306,"author":{"id":"3572780466510302","authorId":"3572780466510302","name":"韭菜也能变镰刀加油","avatar":"https://static.tigerbbs.com/f4e30be7692c7de5fe3ee1b54f2977f5","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3572780466510302","authorIdStr":"3572780466510302"},"themes":[],"htmlText":"me 78%","listText":"me 78%","text":"me 78%","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090060172","repostId":"630511308","repostType":1,"repost":{"id":630511308,"gmtCreate":1642984373614,"gmtModify":1676532628836,"author":{"id":"3465961923471589","authorId":"3465961923471589","name":"丕去泰来","avatar":"https://static.tigerbbs.com/01b3bd4321a4af175afaf05c0a032f51","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3465961923471589","authorIdStr":"3465961923471589"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/WISH\">$ContextLogic Inc.(WISH)$</a>[賤笑]&nbsp;","listText":"<a href=\"https://laohu8.com/S/WISH\">$ContextLogic Inc.(WISH)$</a>[賤笑]&nbsp;","text":"$ContextLogic Inc.(WISH)$[賤笑]","images":[{"img":"https://static.tigerbbs.com/5ec148ce5b813acb773d64c6bb6a2502","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/630511308","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2428,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":179602956,"gmtCreate":1626510721875,"gmtModify":1703761330645,"author":{"id":"3572780466510302","authorId":"3572780466510302","name":"韭菜也能变镰刀加油","avatar":"https://static.tigerbbs.com/f4e30be7692c7de5fe3ee1b54f2977f5","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3572780466510302","authorIdStr":"3572780466510302"},"themes":[],"htmlText":"hello thankyou ..~","listText":"hello thankyou ..~","text":"hello thankyou ..~","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/179602956","repostId":"1166843923","repostType":4,"repost":{"id":"1166843923","kind":"news","weMediaInfo":{"introduction":"有视角的商业资讯交流平台","home_visible":1,"media_name":"虎嗅APP","id":"101","head_image":"https://static.tigerbbs.com/98669fe7974e42f3976b3db47528792d"},"pubTimestamp":1626493881,"share":"https://ttm.financial/m/news/1166843923?lang=en_US&edition=fundamental","pubTime":"2021-07-17 11:51","market":"hk","language":"zh","title":"Xiaomi counterattacks second in the world, Apple does not stop it","url":"https://stock-news.laohu8.com/highlight/detail?id=1166843923","media":"虎嗅APP","summary":"小米往前一小步，苹果都成了背景板。\n7月16日凌晨，小米集团创始人、董事长兼CEO雷军按捺不住内心的激动，在微博宣布，“Canalys发布了第二季度全球智能手机市占率排名，小米手机销量超越了苹果，首次","content":"<p>Xiaomi takes a small step forward,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>All became background boards.</p><p>In the early morning of July 16, Lei Jun, founder, chairman and CEO of Xiaomi Group, couldn't restrain his excitement.<a href=\"https://laohu8.com/S/WB\">Weibo</a>Announced, \"Canalys released the second quarter global<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>In terms of mobile phone market share ranking, Xiaomi's mobile phone sales surpassed Apple's, ranking second in the world for the first time. \"</p><p><img src=\"https://static.tigerbbs.com/24c9c57286064d558a5c76d659cd4537\" tg-width=\"638\" tg-height=\"447\" referrerpolicy=\"no-referrer\"></p><p>You read it right, Xiaomi surpassed Apple and \"touched\" the second position in the world-this is the first time that Xiaomi has surpassed Apple in total global sales since its establishment. Just the day before, Lei Jungang ranked first in the list of best CEOs released by Forbes China.</p><p><img src=\"https://static.tigerbbs.com/fc9a77be49c8d254e7f797551c8c6774\" tg-width=\"640\" tg-height=\"685\" referrerpolicy=\"no-referrer\"></p><p>No wonder Lei Jun called it \"great news\" in his letter to all employees. He said, \"Xiaomi has become the second in the world for the first time. This is a fantastic achievement and a major milestone in the history of Xiaomi's development!\"</p><p>A Canalys (market research organization) report shows that global smartphone shipments increased by 12% in 2021Q2.<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>Topped the list with a global market share of 19%; Xiaomi ranks second with a global market share of 17%; Apple slipped to third place in the world, leaving only 14% of the global market share; OPPO and vivo ranked fourth and fifth with a global market share of 10% respectively.</p><p><img src=\"https://static.tigerbbs.com/502c766a856f58aca5e5673ec09132e0\" tg-width=\"740\" tg-height=\"414\" referrerpolicy=\"no-referrer\"></p><p>It is worth noting that among the five major manufacturers, Xiaomi's sales growth rate in the second quarter was astonishing, with a year-on-year increase of 83%.</p><p>Xiaomi's outstanding achievements naturally stimulated the nerves of the capital market-affected by this news, when the Hong Kong stock market opened on July 16, Xiaomi's stock price rose rapidly. As of the close of the Hong Kong stock market on July 16, Xiaomi Group's Hong Kong stock rose 4.82% to 28.25 Hong Kong dollars/share, with a total market value of 708.6 billion Hong Kong dollars.</p><p>Squeeze down Apple, why should Xiaomi?</p><p>If we only look at the domestic market share data of 2021Q1 domestic mobile phone released by Canalys, vivo ranked first with a market share of 23% and a growth rate of 79%, while Xiaomi did not even squeeze into the top three in China, ranking fourth.</p><p>So, where did Xiaomi's sales that surpassed Apple in 2021Q2 come from? The answer lies in that 83% growth, and 70% of this 83% new increase comes from overseas markets.</p><p>The data shows that in 2021Q2, in Europe, where Huawei's overseas market share shrank most significantly, most operators that originally cooperated with Huawei chose Xiaomi. As a result, Xiaomi became the second largest mobile phone manufacturer in the European market after Samsung, accounting for 23%., a year-on-year increase of 85%.</p><p><img src=\"https://static.tigerbbs.com/abd636d54752c003dd239858ccac8c0f\" tg-width=\"1000\" tg-height=\"645\" referrerpolicy=\"no-referrer\"></p><p>In addition, Xiaomi is also actively exploring the African market and Latin American market this quarter, with growth of 150% and 300% respectively. This is mainly due to the fact that the epidemic has greatly increased the demand for smart phones and smart devices in the region, and Xiaomi has quickly filled this part of the market demand.</p><p>This is not only due to Xiaomi's global operation capabilities, such as integrating channel partners and more refined management of old inventory, but also due to the various efforts made by Xiaomi mobile phones to meet various local technical standards.</p><p><img src=\"https://static.tigerbbs.com/a0eb1fa086a28a0e651e66b20a022632\" tg-width=\"1000\" tg-height=\"566\" referrerpolicy=\"no-referrer\"></p><p>In fact, Xiaomi's dominance has already emerged in the Q1 quarter-Canalys report shows that in 2021Q1, Xiaomi's major global market share and ranking are respectively, with a market share of 28.3% in India, ranking first; The market share in Europe is 22.7%, ranking second; The Asia-Pacific region has a market share of 17.5%, ranking second; The market share in Latin America reached 11.5%, ranking third; The African region has a market share of 7.2%, ranking fourth.</p><p>Among them, the outbreak of the European market is the most typical.</p><p>According to Xiaomi's 2021Q1 financial report, smartphone sales in the European market increased by 85.1% year-on-year, reaching second place for the first time. Among them, the smartphone market share in Western Europe ranks third, with sales increasing by 86.1% year-on-year; The smartphone market share in Eastern Europe ranked first for two consecutive quarters, with sales increasing by 81.1% year-on-year; Spain's smartphone market share has ranked first for five consecutive quarters.</p><p><img src=\"https://static.tigerbbs.com/1b0841e12c9b8b2eaaf9dde419fabf7f\" tg-width=\"1000\" tg-height=\"1251\" referrerpolicy=\"no-referrer\"></p><p>In addition to the strong sales growth momentum, the quality of Xiaomi mobile phones has also been generally recognized by the European market.</p><p>In May 2021, Computer Bild (one of the three major evaluation agencies in Germany) stated in a report that Xiaomi 11 Ultra is not only the best Xiaomi smartphone, but also the best Android phone at present. In the smartphone comparison test, Samsung, Huawei, OnePlus and other companies are left behind.</p><p>Computer Bild also pointed out in a professional report, \"In terms of design, Xiaomi 11Ultra has excellent speed and powerful display effects. It has a raised camera that is equipped with a cool auxiliary display in addition to a telephoto lens and other lenses. Display that can display information, images or text, or act as a viewfinder when taking a selfie with the main camera.\"</p><p>As for Latin America and Africa, Xiaomi's 2021Q1 smartphone sales increased by 161.7% and 191% year-on-year respectively, and the Chilean market in Latin America has suddenly emerged.</p><p>According to data from market research organization Strategy Analytics, Chile's smartphone sales in 2021Q1 were 2.9 million units, and Xiaomi ranked third in the market with sales of 500,000 units, with a year-on-year growth of 1025%, making it the fastest growing smartphone brand in the region. At the same time, Xiaomi's market share in Chile also increased from 2.4% in the same period last year to 15.5%.</p><p><img src=\"https://static.tigerbbs.com/99eaa22550e8dbd53ec5e6163d34246c\" tg-width=\"1000\" tg-height=\"557\" referrerpolicy=\"no-referrer\"></p><p>In this regard, Rajeev Nair, senior analyst at Strategy Analytics, analyzed:</p><p>\"Xiaomi's Redmi mobile phone has a high cost performance, which makes this mobile phone strongly recognized among Chilean consumers whose consumption has been\" downgraded \"due to the epidemic, thus helping Xiaomi win the third place in sales in the region, and further increasing its market share.\" Wang Xiang, partner and president of Xiaomi Group, said that Xiaomi has become a truly global enterprise, with its products entering nearly 100 countries and half of its revenue coming from overseas markets. \"Not only in developing countries, such as China, India and the Asia-Pacific region, but also in the regions and markets of developed countries. Our market has strategic depth, so it can bring us to where we are today.\"</p><p>Huawei falls, Xiaomi is full?</p><p>Some people applauded Xiaomi's counterattack, and naturally others were cynical, jokingly calling it \"Huawei fell, Xiaomi was full.\"</p><p>It is undeniable that sharing Huawei's global smartphone market share is indeed one of the reasons for the accelerated growth of leading mobile phone manufacturers.</p><p>Since May 2019, the United States has included Huawei in the \"Entity List\".<a href=\"https://laohu8.com/S/GOOG\">Google</a>After announcing that it would stop providing Android and Google GMS, Huawei's overseas sales and market share plummeted.</p><p>According to Canalys data, Huawei's overseas market sales in 2019Q2 were 21.4 million units. In Q2 of 2020, this number was only 15.6 million units, a year-on-year decrease of 27%. By 2021Q1, Huawei only accounted for 4% of global smartphone sales, ranking sixth. Located behind Samsung, Apple, Xiaomi, OPPO, and vivo.</p><p>At that time, media such as Nihon Keizai Shimbun speculated that these market shares would be completely taken over by Samsung. However, from the current point of view, after Huawei's absence, Xiaomi is the biggest beneficiary of this \"battle to share Huawei's position\".</p><p>In Europe, in Q2 of 2019, Xiaomi sold only 4.3 million units, with a market share of 9.6%, ranking fourth; In Q2 of 2020, Xiaomi's sales have surpassed Huawei's, reaching 7.1 million units, with a market share of 17%, ranking third. In 2021Q1, Xiaomi's market share in Europe was 22.7%, ranking second. In less than two years, Xiaomi's market share in Europe has more than tripled, and its business has grown by leaps and bounds.</p><p>As for Latin America, after Huawei fell out of the top five local smartphone sales in the fourth quarter of 2020, Xiaomi quickly took over most of the market share originally belonging to Huawei.</p><p>In fact, last year was not the first time Xiaomi fought in Latin America-as early as July 2015, Xiaomi announced its entry into the Brazilian market. However, at that time, Brazil's economic situation was not good, and people did not have online consumption habits. Coupled with high taxes and harsh trade protection policies, it was difficult for Xiaomi to move. In May 2016, Xiaomi announced that it would change its Brazilian market strategy. It would no longer release new mobile phones in the short term, and the team would also return to China. The attempt to enter Latin America ended in failure.</p><p><img src=\"https://static.tigerbbs.com/3b19b647933c7f1f6140c481d04d5e4f\" tg-width=\"908\" tg-height=\"445\" referrerpolicy=\"no-referrer\"></p><p>Going back to the Latin American market, Xiaomi's strategy and style of play have matured a lot-geographically, it first chose Chile, which has a more open trade policy, as its first stop; In terms of sales strategy, we strive to match the offline consumption habits of Latin American countries, sell products in some large shopping malls and mobile phone stores, and then gradually lay out physical \"rice stores\". Until April 27th, 2019, Xiaomi's first Chilean \"rice store\" opened in the bustling business district in the east of Santiago, the capital of Chile.</p><p>Hard work pays off, and Xiaomi, which learned to \"adapt measures to local conditions\", finally increased its market share in Chile from 2.4% in the same period in 2020 to 15.5% in 2021Q1.</p><p>In this regard, Rajeev Nair, senior analyst at Strategy Analytics, believes that \"the'failure 'of Huawei mobile phones during this period (in Chile) is indeed good for Xiaomi, but the greater room for growth comes from Xiaomi itself.\"</p><p>In addition, Xiaomi has become the second largest in the world, which has something to do with Apple itself.</p><p>Apple is in the off-season of sales in 2021Q2, and it is not surprising that sales are low. For example, it can be seen from Apple's iPhone sales from 2018Q1 to 2021Q1 released by Counterpoint:</p><p><img src=\"https://static.tigerbbs.com/917e7355c2da26dfc6ab177c14a9ba39\" tg-width=\"1000\" tg-height=\"600\" referrerpolicy=\"no-referrer\"></p><p>Apple's revenue and profit have always been highly seasonal</p><p>Q1 is usually a quarter with high Apple sales, Q2 sales usually decrease significantly compared with the previous quarter, and Q3 is the lowest point of annual sales, because September ~ October is the release time of Apple's main product line iPhone. Before the release of new products, distributors' inventory will gradually control and decrease, and prepare for the release of new products. After the release of new products in Q4, sales will rise sharply again.</p><p>It is worth noting that the fiscal quarter cycle of foreign listed companies is different from that of domestic companies. Apple's fiscal year cycle is from September 28 of the previous year to September 27 of this year. Therefore, the Q2 we are discussing here corresponds to Apple's Q3, which is the quarter of sluggish sales.</p><p>On the other hand, Xiaomi's overseas market expanded wildly in the 2021Q2 quarter, with a strong growth rate. It is not impossible for sales to catch up with Apple during this period, but everyone did not expect that Xiaomi's growth rate would reach 83%.</p><p>As for Canalys research manager Ben Stanton, \"Xiaomi has set its sights on the next goal: replacing Samsung and becoming the world's number one manufacturer.\"</p><p>In the short term, it is not realistic.</p><p>First of all, although Xiaomi now occupies 17% of the global mobile phone market, leaving only a 2% gap with Samsung, you must know that Samsung is better than Xiaomi in terms of vertical integration capabilities from products to supply chains, especially in terms of upstream and downstream integration capabilities of the supply chain. Xiaomi has a huge gap-Samsung produces its own chips, screens, storage and assembly factories, while Xiaomi relies heavily on suppliers.</p><p>Secondly, Xiaomi only squeezed into the second place in the world in terms of sales, but in 2020 Samsung and Apple took away most of the profits of the global mobile phone industry chain.</p><p>The president of OPPO China once said in an interview that in the Chinese mobile phone market, the market share of high-end models is close to 25%, of which Apple accounts for 44%. Considering that Huawei may be absent from this competition in the future, if other domestic If manufacturers cannot fill this vacancy in time, it is likely that it will continue to be eroded by Apple.</p><p>Therefore, it is not easy for Xiaomi to \"stay\" in the second position, so don't give Xiaomi the \"illusion\" of being the first.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Xiaomi counterattacks second in the world, Apple does not stop it</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nXiaomi counterattacks second in the world, Apple does not stop it\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/101\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/98669fe7974e42f3976b3db47528792d);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">虎嗅APP </p>\n<p class=\"h-time smaller\">2021-07-17 11:51</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Xiaomi takes a small step forward,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>All became background boards.</p><p>In the early morning of July 16, Lei Jun, founder, chairman and CEO of Xiaomi Group, couldn't restrain his excitement.<a href=\"https://laohu8.com/S/WB\">Weibo</a>Announced, \"Canalys released the second quarter global<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>In terms of mobile phone market share ranking, Xiaomi's mobile phone sales surpassed Apple's, ranking second in the world for the first time. \"</p><p><img src=\"https://static.tigerbbs.com/24c9c57286064d558a5c76d659cd4537\" tg-width=\"638\" tg-height=\"447\" referrerpolicy=\"no-referrer\"></p><p>You read it right, Xiaomi surpassed Apple and \"touched\" the second position in the world-this is the first time that Xiaomi has surpassed Apple in total global sales since its establishment. Just the day before, Lei Jungang ranked first in the list of best CEOs released by Forbes China.</p><p><img src=\"https://static.tigerbbs.com/fc9a77be49c8d254e7f797551c8c6774\" tg-width=\"640\" tg-height=\"685\" referrerpolicy=\"no-referrer\"></p><p>No wonder Lei Jun called it \"great news\" in his letter to all employees. He said, \"Xiaomi has become the second in the world for the first time. This is a fantastic achievement and a major milestone in the history of Xiaomi's development!\"</p><p>A Canalys (market research organization) report shows that global smartphone shipments increased by 12% in 2021Q2.<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>Topped the list with a global market share of 19%; Xiaomi ranks second with a global market share of 17%; Apple slipped to third place in the world, leaving only 14% of the global market share; OPPO and vivo ranked fourth and fifth with a global market share of 10% respectively.</p><p><img src=\"https://static.tigerbbs.com/502c766a856f58aca5e5673ec09132e0\" tg-width=\"740\" tg-height=\"414\" referrerpolicy=\"no-referrer\"></p><p>It is worth noting that among the five major manufacturers, Xiaomi's sales growth rate in the second quarter was astonishing, with a year-on-year increase of 83%.</p><p>Xiaomi's outstanding achievements naturally stimulated the nerves of the capital market-affected by this news, when the Hong Kong stock market opened on July 16, Xiaomi's stock price rose rapidly. As of the close of the Hong Kong stock market on July 16, Xiaomi Group's Hong Kong stock rose 4.82% to 28.25 Hong Kong dollars/share, with a total market value of 708.6 billion Hong Kong dollars.</p><p>Squeeze down Apple, why should Xiaomi?</p><p>If we only look at the domestic market share data of 2021Q1 domestic mobile phone released by Canalys, vivo ranked first with a market share of 23% and a growth rate of 79%, while Xiaomi did not even squeeze into the top three in China, ranking fourth.</p><p>So, where did Xiaomi's sales that surpassed Apple in 2021Q2 come from? The answer lies in that 83% growth, and 70% of this 83% new increase comes from overseas markets.</p><p>The data shows that in 2021Q2, in Europe, where Huawei's overseas market share shrank most significantly, most operators that originally cooperated with Huawei chose Xiaomi. As a result, Xiaomi became the second largest mobile phone manufacturer in the European market after Samsung, accounting for 23%., a year-on-year increase of 85%.</p><p><img src=\"https://static.tigerbbs.com/abd636d54752c003dd239858ccac8c0f\" tg-width=\"1000\" tg-height=\"645\" referrerpolicy=\"no-referrer\"></p><p>In addition, Xiaomi is also actively exploring the African market and Latin American market this quarter, with growth of 150% and 300% respectively. This is mainly due to the fact that the epidemic has greatly increased the demand for smart phones and smart devices in the region, and Xiaomi has quickly filled this part of the market demand.</p><p>This is not only due to Xiaomi's global operation capabilities, such as integrating channel partners and more refined management of old inventory, but also due to the various efforts made by Xiaomi mobile phones to meet various local technical standards.</p><p><img src=\"https://static.tigerbbs.com/a0eb1fa086a28a0e651e66b20a022632\" tg-width=\"1000\" tg-height=\"566\" referrerpolicy=\"no-referrer\"></p><p>In fact, Xiaomi's dominance has already emerged in the Q1 quarter-Canalys report shows that in 2021Q1, Xiaomi's major global market share and ranking are respectively, with a market share of 28.3% in India, ranking first; The market share in Europe is 22.7%, ranking second; The Asia-Pacific region has a market share of 17.5%, ranking second; The market share in Latin America reached 11.5%, ranking third; The African region has a market share of 7.2%, ranking fourth.</p><p>Among them, the outbreak of the European market is the most typical.</p><p>According to Xiaomi's 2021Q1 financial report, smartphone sales in the European market increased by 85.1% year-on-year, reaching second place for the first time. Among them, the smartphone market share in Western Europe ranks third, with sales increasing by 86.1% year-on-year; The smartphone market share in Eastern Europe ranked first for two consecutive quarters, with sales increasing by 81.1% year-on-year; Spain's smartphone market share has ranked first for five consecutive quarters.</p><p><img src=\"https://static.tigerbbs.com/1b0841e12c9b8b2eaaf9dde419fabf7f\" tg-width=\"1000\" tg-height=\"1251\" referrerpolicy=\"no-referrer\"></p><p>In addition to the strong sales growth momentum, the quality of Xiaomi mobile phones has also been generally recognized by the European market.</p><p>In May 2021, Computer Bild (one of the three major evaluation agencies in Germany) stated in a report that Xiaomi 11 Ultra is not only the best Xiaomi smartphone, but also the best Android phone at present. In the smartphone comparison test, Samsung, Huawei, OnePlus and other companies are left behind.</p><p>Computer Bild also pointed out in a professional report, \"In terms of design, Xiaomi 11Ultra has excellent speed and powerful display effects. It has a raised camera that is equipped with a cool auxiliary display in addition to a telephoto lens and other lenses. Display that can display information, images or text, or act as a viewfinder when taking a selfie with the main camera.\"</p><p>As for Latin America and Africa, Xiaomi's 2021Q1 smartphone sales increased by 161.7% and 191% year-on-year respectively, and the Chilean market in Latin America has suddenly emerged.</p><p>According to data from market research organization Strategy Analytics, Chile's smartphone sales in 2021Q1 were 2.9 million units, and Xiaomi ranked third in the market with sales of 500,000 units, with a year-on-year growth of 1025%, making it the fastest growing smartphone brand in the region. At the same time, Xiaomi's market share in Chile also increased from 2.4% in the same period last year to 15.5%.</p><p><img src=\"https://static.tigerbbs.com/99eaa22550e8dbd53ec5e6163d34246c\" tg-width=\"1000\" tg-height=\"557\" referrerpolicy=\"no-referrer\"></p><p>In this regard, Rajeev Nair, senior analyst at Strategy Analytics, analyzed:</p><p>\"Xiaomi's Redmi mobile phone has a high cost performance, which makes this mobile phone strongly recognized among Chilean consumers whose consumption has been\" downgraded \"due to the epidemic, thus helping Xiaomi win the third place in sales in the region, and further increasing its market share.\" Wang Xiang, partner and president of Xiaomi Group, said that Xiaomi has become a truly global enterprise, with its products entering nearly 100 countries and half of its revenue coming from overseas markets. \"Not only in developing countries, such as China, India and the Asia-Pacific region, but also in the regions and markets of developed countries. Our market has strategic depth, so it can bring us to where we are today.\"</p><p>Huawei falls, Xiaomi is full?</p><p>Some people applauded Xiaomi's counterattack, and naturally others were cynical, jokingly calling it \"Huawei fell, Xiaomi was full.\"</p><p>It is undeniable that sharing Huawei's global smartphone market share is indeed one of the reasons for the accelerated growth of leading mobile phone manufacturers.</p><p>Since May 2019, the United States has included Huawei in the \"Entity List\".<a href=\"https://laohu8.com/S/GOOG\">Google</a>After announcing that it would stop providing Android and Google GMS, Huawei's overseas sales and market share plummeted.</p><p>According to Canalys data, Huawei's overseas market sales in 2019Q2 were 21.4 million units. In Q2 of 2020, this number was only 15.6 million units, a year-on-year decrease of 27%. By 2021Q1, Huawei only accounted for 4% of global smartphone sales, ranking sixth. Located behind Samsung, Apple, Xiaomi, OPPO, and vivo.</p><p>At that time, media such as Nihon Keizai Shimbun speculated that these market shares would be completely taken over by Samsung. However, from the current point of view, after Huawei's absence, Xiaomi is the biggest beneficiary of this \"battle to share Huawei's position\".</p><p>In Europe, in Q2 of 2019, Xiaomi sold only 4.3 million units, with a market share of 9.6%, ranking fourth; In Q2 of 2020, Xiaomi's sales have surpassed Huawei's, reaching 7.1 million units, with a market share of 17%, ranking third. In 2021Q1, Xiaomi's market share in Europe was 22.7%, ranking second. In less than two years, Xiaomi's market share in Europe has more than tripled, and its business has grown by leaps and bounds.</p><p>As for Latin America, after Huawei fell out of the top five local smartphone sales in the fourth quarter of 2020, Xiaomi quickly took over most of the market share originally belonging to Huawei.</p><p>In fact, last year was not the first time Xiaomi fought in Latin America-as early as July 2015, Xiaomi announced its entry into the Brazilian market. However, at that time, Brazil's economic situation was not good, and people did not have online consumption habits. Coupled with high taxes and harsh trade protection policies, it was difficult for Xiaomi to move. In May 2016, Xiaomi announced that it would change its Brazilian market strategy. It would no longer release new mobile phones in the short term, and the team would also return to China. The attempt to enter Latin America ended in failure.</p><p><img src=\"https://static.tigerbbs.com/3b19b647933c7f1f6140c481d04d5e4f\" tg-width=\"908\" tg-height=\"445\" referrerpolicy=\"no-referrer\"></p><p>Going back to the Latin American market, Xiaomi's strategy and style of play have matured a lot-geographically, it first chose Chile, which has a more open trade policy, as its first stop; In terms of sales strategy, we strive to match the offline consumption habits of Latin American countries, sell products in some large shopping malls and mobile phone stores, and then gradually lay out physical \"rice stores\". Until April 27th, 2019, Xiaomi's first Chilean \"rice store\" opened in the bustling business district in the east of Santiago, the capital of Chile.</p><p>Hard work pays off, and Xiaomi, which learned to \"adapt measures to local conditions\", finally increased its market share in Chile from 2.4% in the same period in 2020 to 15.5% in 2021Q1.</p><p>In this regard, Rajeev Nair, senior analyst at Strategy Analytics, believes that \"the'failure 'of Huawei mobile phones during this period (in Chile) is indeed good for Xiaomi, but the greater room for growth comes from Xiaomi itself.\"</p><p>In addition, Xiaomi has become the second largest in the world, which has something to do with Apple itself.</p><p>Apple is in the off-season of sales in 2021Q2, and it is not surprising that sales are low. For example, it can be seen from Apple's iPhone sales from 2018Q1 to 2021Q1 released by Counterpoint:</p><p><img src=\"https://static.tigerbbs.com/917e7355c2da26dfc6ab177c14a9ba39\" tg-width=\"1000\" tg-height=\"600\" referrerpolicy=\"no-referrer\"></p><p>Apple's revenue and profit have always been highly seasonal</p><p>Q1 is usually a quarter with high Apple sales, Q2 sales usually decrease significantly compared with the previous quarter, and Q3 is the lowest point of annual sales, because September ~ October is the release time of Apple's main product line iPhone. Before the release of new products, distributors' inventory will gradually control and decrease, and prepare for the release of new products. After the release of new products in Q4, sales will rise sharply again.</p><p>It is worth noting that the fiscal quarter cycle of foreign listed companies is different from that of domestic companies. Apple's fiscal year cycle is from September 28 of the previous year to September 27 of this year. Therefore, the Q2 we are discussing here corresponds to Apple's Q3, which is the quarter of sluggish sales.</p><p>On the other hand, Xiaomi's overseas market expanded wildly in the 2021Q2 quarter, with a strong growth rate. It is not impossible for sales to catch up with Apple during this period, but everyone did not expect that Xiaomi's growth rate would reach 83%.</p><p>As for Canalys research manager Ben Stanton, \"Xiaomi has set its sights on the next goal: replacing Samsung and becoming the world's number one manufacturer.\"</p><p>In the short term, it is not realistic.</p><p>First of all, although Xiaomi now occupies 17% of the global mobile phone market, leaving only a 2% gap with Samsung, you must know that Samsung is better than Xiaomi in terms of vertical integration capabilities from products to supply chains, especially in terms of upstream and downstream integration capabilities of the supply chain. Xiaomi has a huge gap-Samsung produces its own chips, screens, storage and assembly factories, while Xiaomi relies heavily on suppliers.</p><p>Secondly, Xiaomi only squeezed into the second place in the world in terms of sales, but in 2020 Samsung and Apple took away most of the profits of the global mobile phone industry chain.</p><p>The president of OPPO China once said in an interview that in the Chinese mobile phone market, the market share of high-end models is close to 25%, of which Apple accounts for 44%. Considering that Huawei may be absent from this competition in the future, if other domestic If manufacturers cannot fill this vacancy in time, it is likely that it will continue to be eroded by Apple.</p><p>Therefore, it is not easy for Xiaomi to \"stay\" in the second position, so don't give Xiaomi the \"illusion\" of being the first.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1c9710c2d10626e3300cf4e73167b810","relate_stocks":{"AAPL":"苹果","03086":"华夏纳指","01810":"小米集团-W","09086":"华夏纳指-U"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166843923","content_text":"小米往前一小步，苹果都成了背景板。\n7月16日凌晨，小米集团创始人、董事长兼CEO雷军按捺不住内心的激动，在微博宣布，“Canalys发布了第二季度全球智能手机市占率排名，小米手机销量超越了苹果，首次晋升全球第二。”\n\n你没有看错，小米超越苹果，“摸”到了全球第二的位置——这是小米自创立以来，首次在全球总销量上超越苹果。而就在前一天，雷军刚在福布斯中国发布最佳CEO榜中，荣登首位。\n\n难怪雷军在全员信中将之称为“天大的好消息”，他说：“小米第一次成为全球第二，这是个梦幻般的成就，是小米发展史上的重大里程碑！”\nCanalys（市场调研机构）报告显示，2021Q2全球智能机出货量增长了12%，三星以19%的全球市场份额位列榜首；小米以 17%的全球市场份额屈居第二；苹果则滑落至全球第三，仅剩14%的全球市场份额；OPPO、vivo分别以10%的全球市场份额位列第四、第五。\n\n值得注意的是，五大厂商中，小米第二季度销量增速惊人，同比增长高达83%。\n小米亮眼的成绩自然刺激到了资本市场的神经——受此消息影响，7月16日港股开盘，小米股价就迅速拉涨，截至7月16日港股收盘，小米集团港股涨4.82%，报28.25港元/股，总市值达7086亿港元。\n挤下苹果，小米凭什么？\n如果只看国内的话，Canalys公布的2021Q1国内手机市场份额数据，vivo以23%的市场份额以及79%的增长速度排名第一，而小米在国内连前三都没挤进去，屈居第四。\n那么，小米2021Q2力压苹果的销量从何而来呢？答案就在那83%的增长里，而这83%的新增量中有70%来源于海外市场。\n数据显示，2021Q2，华为海外市场份额萎缩最明显的欧洲，大多数原本与华为合作的运营商选择了小米，小米因此成为欧洲市场仅次于三星的第二大手机厂商，份额占比达23%，同比增长85%。\n\n此外，小米本季度也在积极开拓非洲市场、拉丁美洲市场，两地增长分别达150%、300%。这主要源于疫情使该地区智能机、智能设备需求大幅度增加，而小米迅速填补了这部分市场需求。\n这既得益于小米的全球化运营能力，比如整合渠道合作伙伴、更精细化管理旧库存等，也归功于小米手机为符合当地各种技术标准所做的各种努力。\n\n其实，小米的统治力Q1季度就已露出端倪——Canalys报告显示，2021Q1，小米全球主要市场市占率及排名分别是，印度地区市占率28.3%，排名第一；欧洲地区市占率22.7%，排名第二；亚太地区市占率17.5%，排名第二；拉美地区市占率达11.5%，排名第三；非洲地区市占率7.2%，排名第四。\n其中，尤以欧洲市场的爆发最为典型。\n根据小米2021Q1财报显示，欧洲市场智能手机销量同比增长85.1%，首次达到第二。其中，西欧智能手机市占率稳居第三，销量同比增长86.1%；东欧智能手机市占率连续两个季度第一，销量同比增长81.1%；西班牙智能手机市占率连续五个季度稳居第一。\n\n除了销量增长势头强劲外，小米手机的质量也得到了欧洲市场的普遍认可。\n2021年5月，Computer Bild（德国三大评测机构之一）在报告中称，小米11 Ultra不仅是最好的小米智能手机，也是目前最好的安卓手机，在智能手机对比测试中已经把三星、华为、一加等公司甩在了后面。\nComputer Bild还在专业报告中指出，“从设计上来说，小米11Ultra具备卓越的速度和强大的显示效果。它有一个凸起的相机，除了长焦镜头和其他镜头外，还装有很酷的辅助显示屏，可以显示信息、图像或文字，或者在用主摄像头自拍时，充当取景器。”\n至于拉美、非洲地区，小米2021Q1智能手机销量同比增长分别为161.7%、191%，拉美地区中的智利市场异军突起。\n据市场研究机构Strategy Analytics 数据显示，2021Q1 智利智能手机销量290万部，小米以50万部的销量夺得市场第三名，年同比增长高达1025%，成为该地区增长最快的智能手机品牌。与此同时，小米在智利的市场占有率也从去年同期的2.4% 上升至15.5%。\n\n对此，Strategy Analytics 高级分析师 Rajeev Nair 分析称：\n\n “ 小米旗下的红米手机具有很高的性价比，这使得该款手机在因为疫情而\" 消费 降级 \" 的智利消费者中获得了强烈认可，从而帮助小米在该地区获得了销量第三名的位置，也进一步提高了市场占有率。”\n\n而小米集团合伙人、总裁王翔则表示，小米已经成为一家真正的全球化企业，产品进入近一百个国家，营收一半来源于海外市场。“不单单在发展中国家，如中国、印度、亚太地区，也进入了发达国家的地区和市场。我们的市场有战略纵深，所以能让我们走到今天这一步。”\n华为跌倒，小米吃饱？\n有人对小米的逆袭拍手叫好，自然也会有人冷嘲热讽，戏称其是“华为跌倒，小米吃饱”。\n不可否认，分食华为全球智能手机市场份额，确实是头部手机厂商增速加快的原因之一。\n2019年5月以来，美国将华为列入“实体清单”，在谷歌宣布停止提供安卓系统和谷歌GMS后，华为的海外销量及市场份额暴跌。\n根据Canalys数据，华为2019Q2海外市场销量为2140万台，2020年Q2，这个数字只剩下了1560万台，同比下降27%，到了2021Q1，华为仅占全球智能手机销量4%，排名第六，位于三星、苹果、小米、OPPO、vivo之后。\n当时，日本经济新闻等媒体猜测，这些市场份额会被三星全盘收下，不过从目前来看，华为缺位后，小米才是这场“分食华为抢位战”中的最大受益者。\n在欧洲，2019年Q2，小米销量还只有430万台，市占率9.6%，排名第四；2020年Q2，小米销量已经超过华为，达到710万台，市占率17%，排名第三。2021Q1小米在欧洲地区市占率22.7%，排名第二，不到两年，小米在欧洲的市占率翻了两倍不止，业务突飞猛进。\n至于拉丁美洲，2020年第四季度华为跌出当地智能手机销量前五后，小米便很快接管了大部分原本属于华为市场份额。\n其实，去年并非小米第一次征战拉丁美洲——早在2015年7月，小米就曾宣布进军巴西市场，但当时巴西经济状况不佳，民众也没有线上消费习惯，再加上高昂的税收和苛刻的贸易保护政策，让小米寸步难行。2016年5月份，小米宣布改变巴西市场策略，短期之内不再发布新款手机，团队也将返回中国，进军拉美的尝试以失败告终。\n\n再回拉丁美洲市场，小米的策略和打法成熟了许多——在地域上，先选择了贸易政策更为开放的智利作为第一站；在销售策略上，努力配合拉美国家线下消费的习惯，在一些大型商场和手机专卖店进行产品销售，再逐步布局实体“米店”，直到2019年4月27日，小米首家智利“米店”才在智利首都圣地亚哥东部繁华商圈开业。\n功夫不负有心人，学会“因地制宜”的小米终于在2021Q1将智利市占率从2020年同期的2.4% 提升至15.5%。\n对此，Strategy Analytics 高级分析师 Rajeev Nair 认为，“（在智利）华为手机此段时间的‘失利’确实利好小米，但更大的增长空间源于小米自身。\"\n除此之外，小米成为全球第二，和苹果自身也有一定关系。\n2021Q2季度苹果处于销售淡季，销量偏低并不意外。比如从Counterpoint发布的苹果公司2018Q1~2021Q1的iPhone销量便可以看出：\n\n苹果营收和利润向来有很强的季节性\nQ1通常是苹果销量偏高的季度，Q2销量通常会比前一季度大幅减少，Q3则是全年销量的低谷，因为9~10月份是苹果主要产品线iPhone新品发布时间，新产品发布前，分销商的存货量会逐渐控制减少，并为新品发布作准备，Q4新品发布后，销量又会大幅攀升。\n值得注意的是，国外的上市公司财季周期与国内不同。苹果的财年周期是上一年的9月28日至今年的9月27日。因此我们这里讨论的Q2，对应为苹果公司Q3，即销量低迷的季度。\n反观小米，2021Q2季度海外市场疯狂扩张，增速强劲，这一时期销量赶超苹果并非没有可能，只不过大家没有预料到，小米的增速能达到83%。\n至于Canalys 研究经理 Ben Stanton认为，“小米已经将目光投向下一个目标：取代三星，成为全球头号厂商。”\n短期来看，并不现实。\n首先，虽然小米如今占据着全球手机市场17%的份额，与三星仅剩2%的差距，但要知道，从产品到供应链垂直整合能力，三星都比小米厉害，尤其供应链上下游整合能力小米更是差距巨大——三星自产芯片、屏幕、存储和组装工厂，而小米则严重依赖供应商。\n其次，小米仅仅是销量挤到了全球第二的位置，但2020年三星和苹果却拿走了全球手机产业链大部分利润。\nOPPO中国区总裁就曾在接受采访时表示，在中国手机市场当中，高端机型的市场份额接近25%，其中苹果占到44%，考虑到未来华为可能会缺席这场竞赛，如果其他国产厂商无法及时填补这个空缺话，很有可能会被苹果继续侵蚀。\n所以，小米能在第二的位置“苟住”已属不易，就别再给小米冲第一的“幻觉”了。","news_type":1,"symbols_score_info":{"01810":0.9,"AAPL":0.9,"03086":0.9,"09086":0.9}},"isVote":1,"tweetType":1,"viewCount":2270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}