《大行報告》匯豐研究上調小米(01810.HK)目標價至37.1元 評級「買入」
匯豐研究發表報告指小米(01810.HK)首季經常性利潤增164%至60.69億元人民幣,遠勝預期,相等於該行全年預期的35%,相信是由於智能電話毛利率在首季按年擴闊4.8個百分點至12.9%創紀錄,及互聯網服務毛利率達72.4%創新高所致。
該行指,公司前景仍然強勁,線下市場有很大的增長機會;同時短期智能手機風險影響有限,加上物聯網正重拾增長動力,升2021至23年經常性盈利預期分別20%、6%及8%,目標價由27.8元升至37.1元,評級維持「買入」。
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