$XIAOMI-W(01810.HK) 明明单价下行,为什么毛利还是创下了新高?

里面的因素其实很多,业绩描述里模模糊糊说是产品结构改善之类的原因,其实主要还是存货减值影响力 0.8 个百分点。

从估值角度,虽然这次业绩不错,但小米已经轰轰烈烈的涨了一波,在看不清楚销量展望的情况下,或许有肉可吃,但空间已经不大。

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