《大行報告》大摩料小米(01810.HK)潛在受惠IDC智能手機第二季數據 可成催化劑
摩根士丹利發表研究報告,預期市場研究公司IDC將於本月底發佈第二季智能手機數據,相信在中國手機市場表現疲弱及印度疫情影響下,投資者會關注小米(01810.HK)的市場份額增長情況,料成爲近期股價催化劑。
該行預測小米期內出貨量將按年增長76%,達到5,000萬部,高於市場預期的4,800萬部,若能達成將可推動股價上升約3%至5%;如果達到5,100萬部以上,則股價可提振7%至10%。大摩給予小米目標價33.5元,評級「增持」。
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