《大行報告》大摩上調小米(01810.HK)目標價至20元 重申「增持」評級
大摩發表研究報告,重申對小米(01810.HK)「增持」評級,目標價由18元升至20元。
該行指,美國在8月17日進一步公布對華為的限制措施,要求所有企業(包括美企和非美企)要跟隨限制對華為供應芯片,不過即使沒有該禁令,華為使用第三方芯片都會降低其競爭力,給予小米機會搶佔中國市場。
該行維持對小米今年預測,明年每股盈利預測上調6%,以反映其市佔率從目前10-11%增加至15%,但印度方面因地緣政治緊張,市場份額會降低。而公司今年推出新的高端版Mi10手機,售價為5,299元人民幣,反映公司有意提升其售價範圍。
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