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《大行報告》匯豐研究下調小米-W(01810.HK)目標價至8.8元 評級「持有」
阿思達克 11-29 10:54
匯豐研究發表報告指,小米-W(01810.HK)第三季業績表現大致符合預期。考慮到宏觀環境不確定性和明年首季的淡季,對小米今年至後年的智能手機出貨量更加保守,2022至2024年出貨預測由1.56億/1.655億/1.8億部,分別降低至1.54億/1.51億部/1.64億部。另一方面,由於小米將在12月1日發布旗艦機型小米13,將成為該股近期的催化劑,預計今年第四季整體平均售價將錄得5%的按季增長。 匯豐研究指,不斷增加的營運開支壓力可能會拖累明年利潤表現。目標價由9.3元降至8.8元,維持「持有」評級,以反映該行長遠仍然看好小米的汽車業務,因為電動車市場正在蓬勃發展。
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