摩根大通发表研究报告指，小米(01810.HK) 过去一个月表现跑输大市，股价累跌10%，对比同期恒指累升约1.5%，相信是由于市场对下半年智能手机及物联网等核心业务盈利放缓感到忧虑，符合摩通今年3月将其投资评级下调至“中性”时的观点。摩通目前预测小米2025年智能手机收入仅增长5%，物联网业务收入料增长36%，当中下半年增速料各明显放缓。电动车交付量自2025年3月以来维持每月约3万辆水平，...
Source Link摩根大通发表研究报告指，小米(01810.HK) 过去一个月表现跑输大市，股价累跌10%，对比同期恒指累升约1.5%，相信是由于市场对下半年智能手机及物联网等核心业务盈利放缓感到忧虑，符合摩通今年3月将其投资评级下调至“中性”时的观点。摩通目前预测小米2025年智能手机收入仅增长5%，物联网业务收入料增长36%，当中下半年增速料各明显放缓。电动车交付量自2025年3月以来维持每月约3万辆水平，...
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