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牛熊異動 |銷量突破1.4億臺,小米牛漲80%
uSMART盈立智投 11-19 14:14

午後,小米集團(01810.HK)直線拉漲,截至發稿漲幅超4%,看漲衍生品小米瑞銀一六牛Y(55413.HK)漲幅超80%。

小米集團副總裁盧偉冰微博稱,Redmi Note系列全球銷量突破1.4億臺,同時宣稱,Note 9即將發佈。

美銀證券發表研報指,維持小米“買入”評級,目標價26元。

報告認爲,華爲出售榮耀手機品牌業務,長遠而言對小米不會構成威脅。與華爲的中高端戰略不同,榮耀瞄準中低端市場,估計榮耀佔華爲出貨量約30%至35%,沒有脫離華爲體系,沒有規模、核心研發資源及渠道支持,榮耀將很難與小米、OPPO及VIVO等本地領先企業競爭。

另外,高通獲美國發出向華爲出售4G手機芯片的許可,該行認爲,鑑於中國4G市場規模縮小,10月份5G智能手機滲透率已達到67%,相信對小米影響也有限。

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