《大行》花旗降小米(01810.HK)目标价至37元 首季为淡季料业绩符预期

阿斯达克财经
May 04

花旗发表研究报告指出,小米-W(01810.HK) 料于5月底公布2026年第一季度业绩。该行预计,首季将是淡季,集团经调整净利润将比市场预期低16%,主要由于智能手机、物联网及电动汽车销售疲软,以及车辆购置税补贴对利润率的负面影响,但认为相关因素已大致被市场消化及预期之内。该行预计,小米首季整体毛利率可能优于市场预期,尽管收入下降。该行预测,小米首季总收入按年跌12%至984亿元人民币(下同),...

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