--- type: "Symbol" title: "Samsara (IOT.US) — 社區討論" description: "該股票的社區討論，包括分析師觀點、財報解讀和投資策略，來自認證金融專業人士和活躍投資者。" locale: "zh-HK" url: "https://longbridge.com/zh-HK/quote/IOT.US/topics.md" symbol: "IOT.US" parent: "https://longbridge.com/zh-HK/quote/IOT.US.md" count: 20 datetime: "2026-03-10T18:13:55.727Z" locales: - [en](https://longbridge.com/en/quote/IOT.US/topics.md) - [zh-CN](https://longbridge.com/zh-CN/quote/IOT.US/topics.md) - [zh-HK](https://longbridge.com/zh-HK/quote/IOT.US/topics.md) --- # Samsara (IOT.US) — 社區討論 ### [Look, the state subsidies are back again 🌝🌝$XIAO…](https://longbridge.com/zh-HK/topics/37447492.md) - 作者: [Owhathappen](https://longbridge.com/zh-HK/profiles/14570350.md) - 日期時間: 2025-12-30T12:53:10.000Z - 評論: 1 - Look, the state subsidies are back again 🌝🌝$XIAOMI-W(01810.HK)$JD.com(JD.US) **評論:** - **Letheeee · 2025-12-30T13:15:24.000Z · 👍 1**: Next year's state subsidies will definitely not be as strong, and the conditions will also increase ### [12.17 People-Car-Home Conference, Luo Fuli and the Fire of Bowangpo She Brought](https://longbridge.com/zh-HK/topics/37215872.md) - 作者: [龟派投资](https://longbridge.com/zh-HK/profiles/16154980.md) - 日期時間: 2025-12-17T21:06:41.000Z - 評論: 13 - 1. Luo Fuli and Xiaomi's large model have been struggling with the recent market environment and stock performance. Fortunately, there are still some good news—Luo Fuli, representing Xiaomi's large mo **評論:** - **酥油饼幺二幺三八 · 2025-12-18T01:33:47.000Z**: Mr. Lei should focus more on Xiaomi phones. The emergence of Doubao phones has already provided a real possibility for AI to be implemented and productivity to be improved. Whether Xiaomi can reach a trillion-dollar market value ultimately depends on holding onto the mobile phone as the entry point. - **cxmt＆ymtc · 2025-12-17T21:21:05.000Z · 👍 3**: Although I also hold Xiaomi stocks, the operations team is really too much. It's the first time I've seen someone get blocked for a reasonable discussion (just a little questioning)... - **发财发财、 · 2025-12-17T21:18:40.000Z · 👍 1**: The Nasdaq fell, and Xiaomi ADR also fell. - *[... 8 more comments →](https://longbridge.com/zh-HK/topics/37215872.md)* ### [Comprehensive Analysis Report on Amazon](https://longbridge.com/zh-HK/topics/36928787.md) - 作者: [长期主义接班人](https://longbridge.com/zh-HK/profiles/16386327.md) - 日期時間: 2025-12-05T00:49:49.000Z - 評論: 18 - Currently holding $Amazon(AMZN.US) 60 shares, two 20270115 250 calls, sold one 20261218 230 put, with a position ratio of 30%, making it my largest holding. Today, I'll do a brief analysis of its core **評論:** - **满仓进城 · 2025-12-05T01:39:42.000Z**: You can just say follow Value Brother's purchase - **耐心&信心 · 2025-12-05T00:55:51.000Z**: Bro, you've been targeted by an influencer 🙈 - **滚雪球的旅途 · 2025-12-05T00:53:01.000Z**: When meta comes out, I will continue to follow the value guy - *[... 13 more comments →](https://longbridge.com/zh-HK/topics/36928787.md)* ### [With the global energy storage cycle accelerating its shift, can Guoxia Technology, which is heading to Hong Kong, find its upward trajectory?](https://longbridge.com/zh-HK/topics/36901866.md) - 作者: [港股研究社](https://longbridge.com/zh-HK/profiles/3199113.md) - 日期時間: 2025-12-04T06:33:00.000Z - 評論: 0 - At a time when the energy storage industry is accelerating its global expansion, Guoxia Technology is trying to break through the growth ceiling of traditional hardware companies with a systematic and ### [Xiaomi, buy the dip and sell the rally, [happy][fighting] charge](https://longbridge.com/zh-HK/topics/36838935.md) - 作者: [广州戚锦漂-港美股A](https://longbridge.com/zh-HK/profiles/18372638.md) - 日期時間: 2025-12-02T03:32:18.000Z - 評論: 0 - Xiaomi, buy low sell high, [happy][fighting] go,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,Xiaomi ### [Yixin Communication Rushes to the Hong Kong Stock Exchange: A High-Stakes Gamble Between 'Technological Idealism' and the Capital Market](https://longbridge.com/zh-HK/topics/36821600.md) - 作者: [港股研究社](https://longbridge.com/zh-HK/profiles/3199113.md) - 日期時間: 2025-12-01T11:34:35.000Z - 評論: 0 - While global chip giants are still fighting head-to-head for AI computing power, a Chinese company has quietly planted seeds of communication in the 'silent billion devices'. Water meters, street ligh ### [Driven by both share repurchase and increased holdings, Xiaomi's stock price rebound is backed by both confidence and concerns](https://longbridge.com/zh-HK/topics/36761585.md) - 作者: [付轶啸](https://longbridge.com/zh-HK/profiles/4968.md) - 日期時間: 2025-11-27T03:36:57.000Z - 評論: 0 - On November 27, Xiaomi Group surged nearly 3% during the session, with its share price returning to the psychological threshold of HK$40. Behind this rebound is the dual support of the company's i ### [My girlfriend switched to Xiaomi 15 last year and …](https://longbridge.com/zh-HK/topics/36607883.md) - 作者: [纳斯达克小作手进行录](https://longbridge.com/zh-HK/profiles/16370765.md) - 日期時間: 2025-11-21T08:06:32.000Z - 評論: 9 - My girlfriend switched to Xiaomi 15 last year and has now become a hardcore hater of Xiaomi, driven crazy by the system bug that causes lag when checking background processes. She switched to iPhone 1 **評論:** - **Ff79 · 2025-11-21T17:10:00.000Z**: I am the Xiaomi 15, and I find it quite good. I've been using Xiaomi phones for ten years, changing five or six of them, all priced around two to three thousand yuan. None of them had any issues; I only changed them because I wanted newer models. I've also bought many other Xiaomi products, with onl - **sasarcc · 2025-11-21T08:39:10.000Z**: I recommended Xiaomi to my cousin back then, and she bought the first generation of Xiaomi, but she never bought Xiaomi again😅 - **粉嘟啦 · 2025-11-21T08:12:04.000Z · 👍 1**: Don't come here to blindly criticize. No product is 100% perfect. If your phone lags, is it the manufacturer's fault? The 15P and 17PM run smoothly. If the app lags, go complain to the app developer. - *[... 4 more comments →](https://longbridge.com/zh-HK/topics/36607883.md)* ### [$XIAOMI-W(01810.HK)In the third quarter, Xiaomi Au…](https://longbridge.com/zh-HK/topics/36545479.md) - 作者: [买小米亏麻了](https://longbridge.com/zh-HK/profiles/15882872.md) - 日期時間: 2025-11-20T05:09:03.000Z - 評論: 5 - $XIAOMI-W(01810.HK)In the third quarter, Xiaomi Auto's net profit only accounted for 1/10 of gross profit, largely due to factory construction costs. The proportion of net profit will gradually increa **評論:** - **能让我运气好点嘛 · 2025-11-20T05:12:13.000Z**: Bro, your pessimism should be considered optimism. Fifty thousand units a month? Twenty-five thousand would be good enough. This month, November, the sales should be around thirty thousand, maybe even less. ### [Xiaomi 25Q3 Brief Review: What's wrong with the phone?](https://longbridge.com/zh-HK/topics/36525484.md) - 作者: [林氪](https://longbridge.com/zh-HK/profiles/7312377.md) - 日期時間: 2025-11-19T16:52:46.000Z - 評論: 7 - Yesterday, both Xiaomi and Pinduoduo released their Q3 2025 financial reports. I focused on Pinduoduo, but today I also took some time to look at Xiaomi. Q3 revenue was 113.1 billion yuan, a year-on-y **評論:** - **纳斯达克小作手进行录 · 2025-11-21T08:06:31.000Z**: My girlfriend switched to the Xiaomi 15 last year and has now become a hardcore hater of Xiaomi, unable to tolerate the system bug that causes lag when checking background processes. She switched to the iPhone 17 two days ago. I don’t use Apple, and my current top recommendation is still Vivo phones - **Junf · 2025-11-19T17:04:34.000Z**: The reputation of Xiaomi's system is indeed average, quite strange - **Macintosh Lee · 2025-11-19T17:01:54.000Z**: Do all Android phones have ads?My Samsung only sends notifications when they release new products, and I've never seen any ads inserted at other times. - *[... 2 more comments →](https://longbridge.com/zh-HK/topics/36525484.md)* ### [$XIAOMI-W(01810.HK) My views on the 'Human-Car-Hom…](https://longbridge.com/zh-HK/topics/36504313.md) - 作者: [买小米亏麻了](https://longbridge.com/zh-HK/profiles/15882872.md) - 日期時間: 2025-11-19T08:32:40.000Z - 評論: 0 - $XIAOMI-W(01810.HK) My views on the 'Human-Car-Home' strategyDisappointing eldest son: Smartphone business (Both unit price and gross margin are declining, memory price hikes directly cripple it - in ### [Xiaomi after earnings: Panic selling or value investing amid trillion valuation debate?](https://longbridge.com/zh-HK/topics/36504019.md) - 作者: [热血青年](https://longbridge.com/zh-HK/profiles/17928542.md) - 日期時間: 2025-11-19T08:14:19.000Z - 評論: 26 - Today's comment section is particularly lively, with voices of cutting losses and exiting the market coming one after another, while I chose to fire my last bullet at this moment. Recalling last month **評論:** - **金陵必胜客1986 · 2025-11-20T08:45:49.000Z · 👍 1**: These investment banks have no research at all, no skills, just pure bad - **happyapple2025 · 2025-11-20T08:29:56.000Z**: Is this article copied and pasted? It's so professional, it doesn't seem like it was written by an ordinary shareholder😂 - **半仓 主义 · 2025-11-20T08:28:04.000Z · 👍 1**: I think 37 is already the bottom - *[... 21 more comments →](https://longbridge.com/zh-HK/topics/36504019.md)* ### [Xiaomi's adjusted net profit for Q3 2025 reached 11.3 billion yuan, a year-on-year increase of 80.9%, with its smart electric vehicle business achieving positive operating income for the first time in a single quarter.](https://longbridge.com/zh-HK/topics/36495803.md) - 作者: [真灼财经](https://longbridge.com/zh-HK/profiles/1067948.md) - 日期時間: 2025-11-19T03:14:39.000Z - 評論: 0 - $XIAOMI-W(01810.HK) On November 18, 2025, Xiaomi Corporation (01810.HK), a consumer electronics and smart manufacturing company with smartphones, smart hardware, and IoT platform at its core, announce ### [What a pity, I didn't buy when it dropped to 5%, o…](https://longbridge.com/zh-HK/topics/36491802.md) - 作者: [cxj026018](https://longbridge.com/zh-HK/profiles/18338244.md) - 日期時間: 2025-11-19T01:43:18.000Z - 評論: 2 - What a pity, I didn't buy when it dropped to 5%, only bought the one that dropped 4%. **評論:** - **6楼港男季伯银 · 2025-11-19T01:48:34.000Z**: It will still come down😆 ### [The logic and numbers of this Dolphin Research don…](https://longbridge.com/zh-HK/topics/36491160.md) - 作者: [IF_ELSE](https://longbridge.com/zh-HK/profiles/24215253.md) - 日期時間: 2025-11-19T01:38:01.000Z - 評論: 0 - The logic and numbers of this Dolphin Research don't add up at all. The automotive business has a revenue of 220 billion yuan, and based on the current average car price of around 260,000 yuan, the la ### [Overall, the company is in good condition and rela…](https://longbridge.com/zh-HK/topics/36480076.md) - 作者: [一人承转半世界](https://longbridge.com/zh-HK/profiles/21322187.md) - 日期時間: 2025-11-18T15:26:30.000Z - 評論: 0 - Overall, the company is in good condition and relatively stable in the long run, but what about the "non-physical" impacts beyond financial reports? For example, public opinion pressure, promo ### [I only saw two bearish views on Dolphin1. Next yea…](https://longbridge.com/zh-HK/topics/36479398.md) - 作者: [Owhathappen](https://longbridge.com/zh-HK/profiles/14570350.md) - 日期時間: 2025-11-18T15:20:43.000Z - 評論: 6 - I only saw two bearish views on Dolphin1. Next year's car production will exceed demand2. Without state subsidies, the hardware production can't sustain, and Apple has lowered pricesLet me refute them **評論:** - **melvin · 2025-11-18T17:43:33.000Z**: Yes, I didn't realize that Xiaomi's IoT phones already account for a significant share in overseas markets. The overseas expansion of cars will definitely have no problem with sales. - **白衣沽酒 · 2025-11-18T16:08:50.000Z · 👍 1**: The biggest potential for next year is the overseas expansion of automobiles, which has actually already begun - **Macintosh Lee · 2025-11-18T15:52:39.000Z · 👍 2**: Don't think Apple sees Xiaomi as a competitor - *[... 1 more comments →](https://longbridge.com/zh-HK/topics/36479398.md)* ### [$XIAOMI-W(01810.HK)Dolphin Research is bearish on …](https://longbridge.com/zh-HK/topics/36475503.md) - 作者: [热血青年](https://longbridge.com/zh-HK/profiles/17928542.md) - 日期時間: 2025-11-18T14:49:14.000Z - 評論: 4 - $XIAOMI-W(01810.HK)Dolphin Research is bearish on Xiaomi to HKD 30-35. How many people will close their positions at this price? Can you still hold on? **評論:** - **hi后排 · 2025-11-18T16:48:19.000Z**: At this level, everyone should keep their eyes open - **价投学习（耐心资本） · 2025-11-18T14:56:34.000Z**: Helen's... He's been pushing it for a long time, but ended up with a big failure - **提莫爱隐身 · 2025-11-18T14:55:18.000Z**: He has been shorting all along, but the market won't listen to him ### [This is called basically meeting expectations😂](https://longbridge.com/zh-HK/topics/36469102.md) - 作者: [Liberalism](https://longbridge.com/zh-HK/profiles/17483630.md) - 日期時間: 2025-11-18T11:03:03.000Z - 評論: 0 - This is called basically meeting expectations😂 ### [Basically in line with expectations, and it's goin…](https://longbridge.com/zh-HK/topics/36468962.md) - 作者: [提莫爱隐身](https://longbridge.com/zh-HK/profiles/18134603.md) - 日期時間: 2025-11-18T10:59:12.000Z - 評論: 0 - Basically in line with expectations, and it's going to drop significantly ## 參考連結 - [Samsara (IOT.US)](https://longbridge.com/zh-HK/quote/IOT.US.md) > 支持的語言: [English](https://longbridge.com/en/quote/IOT.US/topics.md) | [简体中文](https://longbridge.com/zh-CN/quote/IOT.US/topics.md)