《大行》野村降級小米(01810.HK)至中性 料智能手機出貨量有低於市場預期風險
小米(01810.HK)今早低開3.4%後沽壓增加,盤中曾低見51.55元一度下滑4.5%,最新報51.55元下滑4.4%,成交額71.31億元。
野村發表報告指,小米(01810.HK)自去年起成為該行其中一個首選股份,因其發展自研晶片的潛力可提升高端智能手機市佔率,且電動車業務顯著成功。但該行認為未來幾季小米將面臨逆風,當中包括智能手機出貨量有低於市場預期的風險、物聯網銷售的基數自去年下半年起已較高;電動車業務雖然保持強勁,但市場預期亦偏高。
因此,該行雖然將小米目標價由34元大幅上調至61元,但基於上行空間收窄,將評級由「買入」下調至「中性」。
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