海通國際:小米(01810.HK)遭美國列禁投資名單 非限部件供應 料股價影響短期
就小米集團(01810.HK)公布,注意到美國國防部(DoD)將公司列入相關實體清單,海通國際發表報告,今次是限制美國投資者投資小米,而非阻止美國供應商向小米供應產品的限制,因此,料對小米運營不應有任何影響。
據美國對其他在中國企業黑名單上上市的中國公司(如中移動(00941.HK))的經驗,對股價的影響可能屬短期的,該行建議投資者應在小米股價走疲時買入。
海通國際認為,小米在智能手機上的市場份額增長主題仍然完好無損,投資者應將其視為擁渠道取巨大的用戶量,以實現其互聯網服務業務的未來變現模式。
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