《大行》大摩料内存成本上升持续侵蚀小米(01810.HK)智能手机利润 维持“增持”

阿斯达克财经
5 hours ago

摩根士丹利发表研究报告指,小米集团(01810.HK) 去年第四季智能手机利润率受内存成本上升影响,预期趋势将延续至2026年;维持“增持”评级,目标价45港元。该行指,小米去年第四季经调整纯利63亿元人民币(下同),按年跌24%,按季跌44%。季内收入创新高,但利润率下降导致盈利按季下滑。其中智能手机收入按年跌14%至443亿元,电动车业务收入按年升123%,AIoT业务收入按年跌20%。该行...

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