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大摩:小米(1810.HK)目標今年智能手機出貨量正增長 維持“增持”評級
格隆匯 01-06 15:55

大摩發研報指,小米(1810.HK)目標2022年錄得智能手機出貨量正增長,主要由於預期海外市佔率增加、本地市場線下滲透率增加及零部件供應短缺情況改善。該行維持其“增持”評級,目標價27港元。

該行指,IOT業務方面亦有機會錄得正增長,主要由於電視需求改善、小米平板強勁增長動力及海外市場的龐大機會。至於互聯網業務增長將繼續受月活躍用户持續增長及每用户平均收入上升帶動。

該行指,小米電動車料於2024年大規模生產,公司將於2022年底至2023年初發布小米電動車原型。

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