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港股異動丨小米集團漲逾3% 中金下調內地全年智能手機出貨量 惟看好小米
格隆匯 02-25 14:57
格隆匯2月25日丨入選了格隆匯2020十大核心資產名單的小米集團(1810.HK)漲逾3%,報12.7港元,總市值3049.6億港元。中金公司近日發表報告,下調2020年中國智能手機出貨量基準情形預測11%至3.48億部,以反映新冠肺炎疫情影響。該行指,疫情對手機產業鏈、半導體及面板廠商第二季業績有明顯影響。當中,對安卓品牌影響大於蘋果。中金表示,疫情對華為影響最大,因其對中國市場依賴度高,加上Google Mobile Service缺失影響,料2020年華為全球銷量將按年跌10%。相反,該行料小米(1810.HK)有望提升佔有率,主要受惠於線上銷售佔比高及歐洲市場佔有率提升,全年全球出貨量有望增長4%。中金預計,內地手機市場出貨量首季會大幅下降,第二季起將在5G換機的帶動下逐季向好。短期留意業績下修對相關股價影響,長期則看好小米等有望提升佔有率的企業。中國以外市場方面,該行假設線下銷量不受影響,預計2020年全球智慧手機出貨量微增0.2%。
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