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《大行報告》瑞信下調小米(01810.HK)目標價至22.5元 評級「跑贏大市」
阿思達克 03-23 10:41
瑞信表示,由於地緣政治緊張、持續的供應中斷和安卓系統,將小米2022和2023年智能手機出貨量預測下調7%至2.07億元和2.28億元人民幣。該行維持小米評級「跑贏大市」,由於供應鏈受限和Android手機疲軟,瑞信將小米2022和2023 年每股盈利預測分別下調9%和11%目標價由24.2元下調至22.5元。 瑞信認為,由於半導體供應恢復,由歐洲、拉丁美洲和東南亞推動的出貨量將積壓在下半年。瑞信預計 ,小米2022年互聯網服務業務將在海外廣告抵銷國內互聯網壓力的推動下,按年增長19%,物聯網可能會繼續保持良好的增長。
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