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《大行報告》中金:小米(01810.HK)股價已反映不利因素 看好基本面強勁增長
阿思達克 03-15 14:32
中金發表研報指,小米(01810.HK)宣布100億元回購計劃,反映公司對5G加AIoT(人工智能物聯網)戰略的決心,預期美國清單相關負面影響將在生效日後60天、即3月15日後基本消化,考慮到基本面強勁及新品陸續推出,認為小米今年發展前景樂觀。

報告指,小米將在上半年推出數款新機型,搭載可折疊屏幕及屏下攝像頭等技術,認為新手機有助推動市場份額提升,預期今年智能手機全球出貨量將達到1.95億台,收入將按年增長44%,在產品高端化下銷售均價將增長7%。

至於IoT和生活消費品板塊收入則預期增長33%,互聯網服務月活躍用戶人數及每用戶平均收入料分別增長27%及10%,推動互聯網服務收入或按年增長40%。

中金指出,小米近期的股價已反映不利因素,重申「跑贏行業」評級,維持目標價34元。

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