【大摩：维持小米“增持”评级，预期下半年智能手机毛利率将保持韧性】摩根士丹利发表报告指，小米集团次季经调整纯利62.19亿元，环比升2%。智能手机业务收入及毛利率均显著优于该行预期。管理层表示存储器价格升幅于下半年将趋于正常化，有望减少对智能手机毛利率的负面影响。该行预期下半年智能手机毛利率将保持韧性，成为正面惊喜及重估催化剂。大摩维持小米“增持”评级，目标价32港元。
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