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郭明錤料小米(01810.HK)今年手機出貨按年倒退8-10%至約1.4億部
阿思達克 02-10 15:40
天風國際分析師郭明錤指,小米(01810.HK)智慧型手機今年出貨可能將低於市場預期,且目前小米庫存高達12至16週,距離庫存健康水平約6周內仍有差距,顯示市場對小米和Android手機出貨動能復甦仍過於樂觀。 郭明錤預計,小米今年手機出貨按年倒退8-10%至約1.4億部,市場共識為1.5至1.65億部。小米在第一季和第二季的生產計劃疲弱,分別約2,300萬至2,500萬部與2,000萬至2,300萬部,目前仍沒有見到第三季生產計劃能顯著改善的跡象。 另外,他稱看好ChatGPT和AI趨勢,但認為小米在未來一至兩年不容易成為此趨勢的主要受益者。
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