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《大行報告》瑞銀:小米(01810.HK)季績符預期 但市場對智能手機看法負面 料股價承壓
阿思達克 11-24 08:39
瑞銀發表報告表示,小米(01810.HK)第三季收入錄781億元人民幣按年升8.2%,經調整盈利52億人民幣按年升25.4%,大致符合該行及市場預期,毛利率18.3%亦符預期,業績並無太大驚喜。 該行指,小米並無提供前景指引,僅料智能手機明年增長良好,但相關供應鏈於明年上半年仍然緊張,該行維持對小米2022年及2023年智能手機付運預測分別2.1億部及2.25億部,相對於2021年預測的1.92億部升10%及7%。 瑞銀補充,小米在具挑戰的行業環境下表現相對較好,但市場對內地智能手機市場需求看法較負面,料其股價會受壓,該行維持對小米「中性」評級及目標價23元。
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