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《大行报告》中金:小米(01810.HK)股价已反映不利因素 看好基本面强劲增长
阿思达克 03-15 14:32
中金发表研报指,小米(01810.HK)宣布100亿元回购计划,反映公司对5G加AIoT(人工智能物联网)战略的决心,预期美国清单相关负面影响将在生效日後60天、即3月15日後基本消化,考虑到基本面强劲及新品陆续推出,认为小米今年发展前景乐观。

报告指,小米将在上半年推出数款新机型,搭载可折叠屏幕及屏下摄像头等技术,认为新手机有助推动市场份额提升,预期今年智能手机全球出货量将达到1.95亿台,收入将按年增长44%,在产品高端化下销售均价将增长7%。

至於IoT和生活消费品板块收入则预期增长33%,互联网服务月活跃用户人数及每用户平均收入料分别增长27%及10%,推动互联网服务收入或按年增长40%。

中金指出,小米近期的股价已反映不利因素,重申「跑赢行业」评级,维持目标价34元。

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