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《大行報告》大摩:小米(01810.HK)維持今年智能手機付運目標不變 近期在歐市場份額提升
阿思達克 05-12 14:27
摩根士丹利發表研究報告指,近期市場傳出原材料供應短缺的消息,有指半導體供應商上海韋爾今年第二季智能手機感測元件訂單削減10%至15%,或影響到小米(01810.HK)、Oppo、Vivo等客戶的全年出貨量。惟內媒引述消息指,小米仍維持今年智能手機出貨量2億部的目標不變。

該行指出,小米目前已發展至一定規模,認為未來更重要的發展方向是透過改善產品質量,從而提升市場份額。大摩指,近日市場數據反映小米在歐洲市場佔有率有上升,認為將成為今年利潤增長的主要動力,認為即使次季出貨量減少10%至15%,對利潤僅影響2%至4%,予「增持」評級,目標價31.5元。

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