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《大行報告》大摩下調小米(01810.HK)目標價至31.5元 受惠智能手機復甦評級「增持」
阿思達克 11-04 10:13
摩根士丹利發表研究報告指,雖然近期市場上仍存在風險因素,包括遊戲行業的監管變化、歐盟數據安全問題及內地電力限制,但最新市場數據反映智能手機市場明年可能復甦,預期可成為行業重新評級的催化劑。 該行指出,雖然市場上存在若干風險,但小米(01810.HK)作為中國主要智能手機商之一,在復甦前景下將成為主要受惠者,長遠而言相信其技術創新及效率提升戰略將跑贏同業。基於市場不利因素,大摩將小米目標價由33.5元下調至31.5元,但考慮到長期增長潛力,重申其「增持」評級。
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