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《大行報告》摩通降小米(01810.HK)評級至「中性」 目標價下調至12.5元
阿思達克 05-12 10:16
摩根大通發表研究報告指,由於智能手機及物聯網市場需求疲軟,加上每年增加電動汽車業務投資,帶來成本壓力,目前對小米(01810.HK)仍持觀望態度,將投資評級由「增持」下調至「中性」,並分別削減2022至2023年經調整淨利潤預測24%及31%,以反映需求疲軟及成本上升。 該行表示,考慮到Android智能手機需求仍然相當疲軟,物聯網需求亦未見起色,預計小米的未來幾個月股價表現都不會有太大動力。摩通指,小米對電動汽車項目每年投資達35億至40億元人民幣,將影響公司未來1至2年的盈利能力,目標價由19元下調至12.5元。
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