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《大行报告》野村升小米(01810.HK)目标价至23元 维持「买入」评级
阿思达克 08-31 14:30
野村日前发表研究报告,维持小米((01810.HK)「买入」评级,目标价由18元升至23元。

该行指,小米股价自5月起升56%,认为是由於其智能手机市场增加占比,特别是华为手机受到中美关系所影响。

该行又指,小米和三星均在供应链上积极增加订单,并一直增加手机的付运量,如果情况持续,相信今年小米今年付运量可达1.35亿部,回复至疫情前的水平,但额外的增长来自於中低端手机。而公司第二季销售和利润表现均胜预期,但因推广成本增加,智能电话毛利仅7.2%,低於预期的8%。

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