汇丰研究发表研报,首次给予小米-W(01810.HK) “买入”评级,目标价33.2元,指出手机业务近期虽然受压,但明年有望迎来更广泛复苏,看好其智能手机利润率重置,同时电动车业务增长动力可扩大,认为今年属过渡年。该行指,内存成本高企拖累小米手机盈利表现及出货,但今年第四季更密集的新品推出周期有望带来更理想的成本转嫁,为明年利润率复苏铺路。集团电动汽车新系列“澎程”料于第四季起贡献销量,并在明年...
Source Link汇丰研究发表研报,首次给予小米-W(01810.HK) “买入”评级,目标价33.2元,指出手机业务近期虽然受压,但明年有望迎来更广泛复苏,看好其智能手机利润率重置,同时电动车业务增长动力可扩大,认为今年属过渡年。该行指,内存成本高企拖累小米手机盈利表现及出货,但今年第四季更密集的新品推出周期有望带来更理想的成本转嫁,为明年利润率复苏铺路。集团电动汽车新系列“澎程”料于第四季起贡献销量,并在明年...
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