花旗:芯片供應商若獲得美國許可向華爲供貨,小米股價將承壓
彭博新聞社報道,花旗表示,如果華爲能夠從晶圓代工廠或芯片供應商獲得智能手機芯片供應,華爲將有能力上市智能手機,小米的盈利預測和股價將面臨下行風險。
分析師Andre Lin在報告中表示,有報道稱,英特爾和AMD已獲得向美國商務部定義的"實體清單"公司供應零部件的許可,如果其他半導體供應商, 尤其是智能手機芯片供應商,也獲得許可,對於小米而言,將會是一個重大的負面因素。
市場共識是華爲將在2021年退出市場,小米當前股價隱含了這一預期。
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