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《大行报告》大摩:小米(01810.HK)维持今年智能手机付运目标不变 近期在欧市场份额提升
阿思达克 05-12 14:27
摩根士丹利发表研究报告指,近期市场传出原材料供应短缺的消息,有指半导体供应商上海韦尔今年第二季智能手机感测元件订单削减10%至15%,或影响到小米(01810.HK)、Oppo、Vivo等客户的全年出货量。惟内媒引述消息指,小米仍维持今年智能手机出货量2亿部的目标不变。

该行指出,小米目前已发展至一定规模,认为未来更重要的发展方向是透过改善产品质量,从而提升市场份额。大摩指,近日市场数据反映小米在欧洲市场占有率有上升,认为将成为今年利润增长的主要动力,认为即使次季出货量减少10%至15%,对利润仅影响2%至4%,予「增持」评级,目标价31.5元。

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