汇研下调小米集团目标价至65.4港元 预计第三季度财报符合预期

新浪财经
Nov 11, 2025

来源:观点地产网观点网讯:11月11日,汇研发布报告,将小米集团目标价从75.9港元下调至65.4港元,评级为“买入”。报告指出,小米集团股价自9月初以来下跌22%,主要受电动车产能扩张延迟和智能手机业务毛利率下降影响。汇研认为,小米电动车产能和智能手机利润率是近期股价下跌的主要因素。尽管如此,预计公司第三季度财报将符合预期,电动车部门将实现盈利。为反映业务扩张面临的压力,汇研将小米集团2026年...

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