港股異動 | 小米(1810.HK)漲近3% 獲南下資金連續15日淨流入
格隆匯12月24日丨小米集團(1810.HK)現報10.54港元,漲2.93%,暫成交10.5億港元,最新總市值2532億港元。小米集團於今年10月28日被納入港股通標的,據格隆匯勾股大數據顯示,截至12月19日,南下資金持有小米的比例已升至2.2%(此前11月29日為0.93%)。截至昨日,港股通資金已連續15日淨流入小米,累計約31.986億港元。中信證券近日發研報指,公司智能手機業務已基本觸底,並有望在5G新機、歐洲市場拓展等帶動下逐步進入改善通道,近期5G手機K30價格下探至1999元起,投資人期待超預期定價帶來銷量、市場份額提升,IOT硬件、互聯網業務中期亦有望維持理想增速,公司整體業績拐點已至。公司當前股價對應2020年僅17X,反映今年以來市場持續悲觀預期。維持對公司長週期樂觀態度,維持“買入”評級。
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