股价一度大跌7%，半日蒸发541亿港元！小米为何重挫？

华尔街见闻2021-01-06

摘要：小米劲敌荣耀据称已与高通合作，推进5G手机研发。瑞银今早也宣布下调小米评级，建议“卖出”。本周三小米股价重挫，一度跌7%。截至午间收盘，小米集团股价跌幅达6.09%，半个交易日蒸发541亿港元。受手机销售改善刺激，小米去年累计涨幅达208%。新年伊始继续上涨，公司股价此前创历史新高。荣耀重回5G手机市场市场分析认为，来自小米主要竞争对手荣耀的最新进展是周三下跌的主要原因。周二晚间，据第一...

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精彩评论

杂烩饭大人
2021-01-07
杂烩饭大人
为什么跌，高通爸爸骁龙888翻车了撒[晕] 。看看友商9000系列的手机卖成理财产品了[流泪]
郭靖
2021-01-07
郭靖
简直可笑，小米会怕一个没有了华为撑腰的荣耀？滑稽
- T20211213010:
  但是会怕一个有高通支持的荣耀
小米的韭菜1号
2021-01-07
小米的韭菜1号
荣耀无论从公司基因上还是股东构成上看，注定不会有小米一样的锐气，基本不会对小米构成什么威胁
萨莎
2021-01-06
萨莎
瑞银刚刚还上调理想汽车，目标价为 65
- 小鸡吃米图:
  反向操作最稳
- 我要做镰刀:
  瑞银这狗要做空理想？
海涛0553
2021-01-06
海涛0553
牵强附会，荣耀放个屁都能让小米股票大跌了，你以为荣耀是上帝。为何大跌，因为机构需要他涨涨跌跌，这样才能割到韭菜。
- 心系情缘:
  放量大跌
- 余大嘴他大爷任正非:
  涨那么多天回调正常吧
- 风轻云淡雪飞:
  日他娘的瑞银
战神蚩尤
2021-01-06
战神蚩尤
荣耀没了华为的爱国营销加持，感觉真没法和小米比，红米都比不过

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SoC芯片的智能手机。荣耀诞生于2013年，定位于中低端智能机市场（与小米直接竞争），七年间逐渐发展成年出货量超7000万部的手机品牌。去年11月荣耀正式从华为剥离。在荣耀正式剥离后，高通等美国手机芯片大厂也表现积极。高通总裁安蒙去年12月在接受媒体采访时表示，高通非常期待和荣耀在相关方面开展合作，已经开始和荣耀开展一些对话，公司对未来机会也表示期待。荣耀对未来发展也是雄心勃勃。据腾讯《深网》报道，在一场员工沟通会上，荣耀CEO赵明提出，荣耀的目标是成为国内手机市场第一。券商观点：分歧不一对于小米后续发展，券商目前尚不存在较为统一的看法。瑞银此前发布报告，将小米集团目标价由23港元下调至22港元；评级由“中性”下调至“沽售”。瑞银表示，小米股价去年升208%，跑赢MSCI中国IT指数132个百分点，公司2021/22年预测市盈率达42倍及33倍，已反映受惠互联网服务复苏带来的盈利上行。瑞银认为，由于5G零件成本高，加上需要在内地线下渠道及海外扩张，今年小米硬件净利润率难有显著改善。该行同时对小米的互联网服务收入预测持悲观态度，因此下调公司评级及目标价格。也有内资券商对小米前景持乐观态度。信达证券认为，随着小米手机ASP的持续提高，用户消费能力的提升，手机高端化将成为互联网业务ARPU提升的强劲推力。信达证券认为考虑到小米在国内手机和物联网（IoT）行业的龙头地位，未来业绩的高成长性和业务扩张性，公司有望在行业格局的变化中进一步成长，参考可比公司，给予小米2021年8428.5亿元（约10000亿港元）的市值目标。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":336040997,"gmtCreate":1609999721919,"gmtModify":1703741912785,"author":{"id":"3551672667922083","authorId":"3551672667922083","name":"杂烩饭大人","avatar":"https://static.tigerbbs.com/40e776714b41b7e98249e67e45acd8c5","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3551672667922083","idStr":"3551672667922083"},"htmlText":"为什么跌，高通爸爸骁龙888翻车了撒[晕]&nbsp;。看看友商9000系列的手机卖成理财产品了[流泪]&nbsp;","listText":"为什么跌，高通爸爸骁龙888翻车了撒[晕]&nbsp;。看看友商9000系列的手机卖成理财产品了[流泪]&nbsp;","text":"为什么跌，高通爸爸骁龙888翻车了撒[晕] 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