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《大行報告》摩通:小米(01810.HK)上季智能手機付運勝預期 在西歐市佔率續強勁
阿思達克 10-30 14:40
摩根大通發表報告指,IDC公布今年第三季智能手機出貨初步數據,小米(01810.HK)第三季全球出貨量為4,650萬,按年增長42%,按季增長63%,遠高於該行預期的3,780萬,主要是在中國及西歐市場有優勢。

該行表示,小米第三季的中國出貨量按季增長21%至1,100萬,市佔率由去年同期及今年第二季的10%,提升至13%。而西歐的市佔率亦由去年同期的5%及今年次季的9%,進一步擴張至13%,市佔率連續七個季度擴大。

展望未來,由於華為受到制裁,加上更強勁的5G產品組合及全渠道策略,摩通估計小米在中國的市佔率會持續增長。至於西歐市場,當營運商渠道策略在今年下半年開始實行時,預期集團在當地的市佔率勢頭亦可維持。

摩通維持小米股份「增持」評級,目標價23元。(ek/u)

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