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小米(01810.HK)逆市续升4%创两年高 获大摩升价至20元
阿思达克 08-19 15:45
将於下月7日正式「染蓝」小米(01810.HK)获大摩升目标价至20元,股价连升第六天兼升破上月10日所创52周高位17.5元,最高见18.34元,创两年高,现造17.94元,逆市续升4%,交投维持活跃达3.19亿股,涉资57.16亿元。

大摩重申小米「增持」评级,目标价由18元升至20元。报告指,美国日前进一步公布限制华为新规定,要求所有企业(包括美企和非美企)要跟随限制对华为供应芯片,但即使没有该禁令,华为使用第三方芯片都会降低其竞争力,给予小米机会抢占内地市场。该行维持小米今年预测,明年每股盈测上调6%,以反映其市占率由目前10%-11%增至15%。

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