小米(01810.HK)續吐逾4%考驗26元 績後大行看法分歧
小米集團-W(01810.HK)季績勝預期,但大行看法分歧。該股繼昨天破頂倒跌後,今天低開後反覆受壓,最高見27.6元,現造26元即市低位,續吐4.2%,成交已有1.92億股,涉資451.14億元。
小米公布,按非國際財務報告準則計,第三季經調整淨利潤升18.9%至41.28億元人民幣優於市場預期。期內,利潤按年升93%至48.64億元人民幣。
高盛、摩通及瑞信績後分別升小米目標價至30.5元、32元及32.5元,以反映季績勝預期。不過,大和指,小米季績強勁,但相信現價已反映由競爭對手中獲得市場佔有率高預期,且其風險與回報率轉弱,將其評級由「買入」降至「持有」,目標價上調至27元。此外,花旗也指,小米積極前景已在股價中反映,市場低估華為持續存在對小米影響,提醒投資者注意過高預期風險,故維持小米目標價19.3元。
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