海通国际:小米(01810.HK)遭美国列禁投资名单 非限部件供应 料股价影响短期
就小米集团(01810.HK)公布,注意到美国国防部(DoD)将公司列入相关实体清单,海通国际发表报告,今次是限制美国投资者投资小米,而非阻止美国供应商向小米供应产品的限制,因此,料对小米运营不应有任何影响。
据美国对其他在中国企业黑名单上上市的中国公司(如中移动(00941.HK))的经验,对股价的影响可能属短期的,该行建议投资者应在小米股价走疲时买入。
海通国际认为,小米在智能手机上的市场份额增长主题仍然完好无损,投资者应将其视为拥渠道取巨大的用户量,以实现其互联网服务业务的未来变现模式。
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