瑞银研究报告指,发现投资者对理解小米(01810.HK) 核心业务的策略存在显著差距,尤其“新零售模式”以及不同业务之间的协同效应。该行维持对小米的“中性”评级及目标价62元,因认为目前估值已反映明年电动车交付及产能增加的正面因素;目前风险与回报前景亦平衡,YU7的强劲需求和今年下半年及明年电动车业务的盈利贡献,有助抵消内地补贴政策逆风下的智能电话及物联网需求疲弱。该行认为,如集团有效落实其海外...
Source Link瑞银研究报告指,发现投资者对理解小米(01810.HK) 核心业务的策略存在显著差距,尤其“新零售模式”以及不同业务之间的协同效应。该行维持对小米的“中性”评级及目标价62元,因认为目前估值已反映明年电动车交付及产能增加的正面因素;目前风险与回报前景亦平衡,YU7的强劲需求和今年下半年及明年电动车业务的盈利贡献,有助抵消内地补贴政策逆风下的智能电话及物联网需求疲弱。该行认为,如集团有效落实其海外...
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