《大行報告》野村料小米-W(01810.HK)智能手機庫存需時間消耗 料小米12系列首年度總出貨量難越上一代
野村發表研究報告指出,小米-W(01810.HK)在年中新品發布會上展示了小米12S系列及物聯網產品等多款新品。當中,小米12S系列強調圖像技術升級,包括與Leica的戰略合作等,另搭載高通驍龍8+ Gen 1處理器(由台積電代工),提高性能及省電能力。
該行認為,由於市場需求疲弱,以及小米智能手機庫存需時間消耗,料其小米12系列首年度(去年第四季至今年第三季)的總出貨量較難超越上一代。但由於小米12系列為公司自去年12月以來發布的首款旗艦智能手機,因此公司能否在2022財年第三季底恢復其智能手機出貨量的勢頭至關重要。
野村表示,維持對小米「中性」評級,目標價16元。
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