分析员
主要指数



重点要闻
公司更新 | 小米集团(1810 HK/持有/港币25.96元/目标价:港币27.6元)
小米正式宣布SKYNOMAD的锁单量已达70,000辆,处于市场预期偏低的一端,不过由于订单多锁定于较高端的SKU,产品组合表现或会好于预期。整体电动车出货交付进度符合预期,有望达成我们设定的430,000部目标,而持续的高端化趋势亦让我们对小米的长期产品组合更为乐观。因对智能手机业务疲弱存有隐忧,目前维持「持有」评级。目标价调至港币27.6元。
IMPORTANT NOTICE - DISCLOSURES AND DISCLAIMERS
This report is provided subject to, and must be read together with, the full Disclosures / Disclaimers available at this link, which are incorporated by reference into this report. In particular, this report is intended for general circulation and informational purposes only and does not constitute personal investment advice or a recommendation to buy or sell any investment product or security. You should independently evaluate the information and, where necessary, seek advice from a qualified financial adviser regarding the suitability of any investment. Analyst certifications required under applicable regulations, including SEC Regulation AC (where relevant), are included in this report. By accessing, receiving or using this report, you acknowledge that you have read, understood and agreed to be bound by the Disclosures / Disclaimers, as may be amended, supplemented or updated from time to time.




