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大行評級|大和:下調小米目標價至60港元 相信股價下跌爲具吸引力的買入機會
格隆匯 04-07 14:42
大和發表研究報告指,過去幾年蘋果在中國的智能手機市場佔有率持續下降,相信小米的智能手機將從高端用戶獲得更多交叉銷售的機會,從而在未來獲得更多的市佔率。該行又相信小米的IoT業務在未來幾年仍有相當大的成長空間,另公司將繼續專注於邊際利潤較高的產品,並制定海外擴張計劃。該行預計,集團在電動車市場將持續增長,並帶來更多協同效益。 該行表示,近期集團的股價在車禍和配股後走勢疲弱,但由於其基本面仍然良好,相信股價下跌是一個具有吸引力的買入機會。該行上調集團2025至2027年的每股盈測0.5至7.1%,將評級由“跑贏大市”升至“買入”,目標價由65港元降至60港元。
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