《大行報告》麥格理降內地次季智能手機出貨預測13% 籲沽瑞聲(02018.HK)及小米-W(01810.HK)
麥格理發表報告指,根據IDC數據,4月中國智能手機出貨量按年下跌33.9%至1,760萬部,與CAICT的4月數據相符。
該行表示,隨著Vivo和Oppo成功推出新產品,品牌市場份額重新洗牌,同時帶動聯發科技的5G市佔擴張。
麥格理下調內地智能手機今年第二季的出貨預測13%至6,000萬部,並籲沽瑞聲(02018.HK)及小米-W(01810.HK),兩企評級均為「跑輸大市」,目標價分別11.94元及8.4元。
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