大行评级|麦格理:下调小米目标价至61港元 剔出亚洲区推荐股份名单

格隆汇
Aug 20

麦格理发表研报,将小米目标价由69.32港元下调至61港元,维持“跑赢大市”评级,但把该股剔出该行亚洲区推荐股份名单。该行预期公司下半年盈利较上半年减少,第三季毛利率或承压,因手机竞争加剧、成本趋升及IoT产品季节性放缓。

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