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港股異動丨小米放量收升9%創3個月新高,Q2業績超預期,獲多家大行上調目標價
小米集團-W(1810.HK)績後高開高走,最終收升9.02%報19.1港元,股價創5月23日以來新高,今日成交額放大至81.9億港元。小米集團昨晚公佈業績顯示,2024年Q2營收888.9億元,同比增長32%,且高於預期的868.5億元;淨利潤51.0億元,遠高於市場預期的38.4億元;NON-IFRS淨利61.8億元,同比增20.1%。業績發佈後,花旗稱,小米集團二季度業績超預期,預計股價將會對強勁的電動汽車利潤率做出積極反應。小幅上調公司目標價至22.7港元,並上調對公司的盈利預測。摩根士丹利發表報吿,稱對小米第二季電動車毛利率達15.4%感到驚喜,加上次季盈利勝預期,認為這是小米獲重新評估的催化劑。該行預計小米的電動車業務能繼續交出令人振奮的業績,並緩解投資者對電動車業務能否保持成功的擔憂,因此維持小米的“增持”評級,目標價為25.5港元。野村發表研報稱,此前曾對小米集團今年盈利前景有所擔憂,然而集團次季交出穩固業績,加上對未來經營展望也向好,很大程度上緩解了疑慮。小米智能手機業務在中國的市場份額逐步增長,特別在高端產品市佔率正提升。同時小米SU7持續受到市場歡迎,汽車業務虧損較預期少,歸因於其核心業務與電動車業務的協同效應較強。野村預測小米核心業務估值約為3,300億至3,700億元,而電動車業務則預期可於今明兩年帶來700億至1,500億元的新增價值,評級由“中性”升至“買入”,目標價從17港元升至22港元。高盛重申小米“買入”評級,目標價由23.2港元升至24.7港元。

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