港股異動丨Q2業績超預期,小米高開超5%創2個月新高
小米集團-W(1810.HK)績後跳空高開5.59%報18.5港元,股價創6月21日以來新高。隔夜美股市場小米集團(ADR)收升3.45%報11.68美元,折算成港股市場價格為18.2港元/股。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。分析師在報吿中指出,預計小米電動汽車業務的毛利率在2024-2026年將有至少18%。預計公司智能手機利潤率將在三季度觸底。將公司2024-2026年的經調整淨利潤預測分別上調13%、30%和17%。公司近期的催化包括小米15的發佈以及下一代電動車的細節。

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