美银证券下调小米(01810.HK)目标价至19.8元评级「跑输大市」

AAFN2021-09-30

美银证券发表报告，认为内地今年智能手机需求已经在今年第一季大致被吸纳，在经济放缓下，包括小米在内的手机OEM生产商销售额将受损。该行将小米目标价由22.3元下调至19.8元，重申「跑输大市」评级。美银证券表示，即使小米在8月店舖数量增加，但该行估计其市场份额在7至8月下滑至约15%，预计小米在第四季的经营环境更艰难，毛利率有可能因小米进取地争取市场份额而收窄。另外，该行担忧小米若自行造车而非...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

散户死于盯盘
2021-09-30
散户死于盯盘
游戏和小米有毛关系。。。
- love喵喵:
  美银在干鸡毛
- niubikele:
  分发渠道
xyzrb
2021-09-30
xyzrb
这些墙头草机构

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2171226936?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/e6182bcfc4ac2ffb4c38f48068ce9d1c","is_english":false,"pubTime":"2021-09-30 09:50","share_image_url":"https://static.laohu8.com/51f6b9126f36f92bbf92982596066e5a","id":"2171226936","market":"us","top_or_hot":-1,"title":"美银证券下调小米(01810.HK)目标价至19.8元  评级「跑输大市」","media":"AAFN","content":"<div>\n<p>美银证券发表报告，认为内地今年智能手机需求已经在今年第一季大致被吸纳，在经济放缓下，包括小米  在内的手机OEM生产商销售额将受损。该行将小米目标价由22.3元下调至19.8元，重申「跑输大市」评级。美银证券表示，即使小米在8月店舖数量增加，但该行估计其市场份额在7至8月下滑至约15%，预计小米在第四季的经营环境更艰难，毛利率有可能因小米进取地争取市场份额而收窄。另外，该行担忧小米若自行造车而非...</p>\n\n<a href=\"http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1132547&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0\">网页链接</a>\n\n</div>\n","source":"aastocks","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美银证券下调小米(01810.HK)目标价至19.8元  评级「跑输大市」</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美银证券下调小米(01810.HK)目标价至19.8元  评级「跑输大市」\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-30 09:50 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1132547&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0><strong>AAFN</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美银证券发表报告，认为内地今年智能手机需求已经在今年第一季大致被吸纳，在经济放缓下，包括小米  在内的手机OEM生产商销售额将受损。该行将小米目标价由22.3元下调至19.8元，重申「跑输大市」评级。美银证券表示，即使小米在8月店舖数量增加，但该行估计其市场份额在7至8月下滑至约15%，预计小米在第四季的经营环境更艰难，毛利率有可能因小米进取地争取市场份额而收窄。另外，该行担忧小米若自行造车而非...</p>\n\n<a href=\"http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1132547&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"01810","symbol_name":"小米集团-W","start_time":0,"source_url":"http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1132547&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0","article_id":"2171226936","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/e6182bcfc4ac2ffb4c38f48068ce9d1c"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2171226936","pubTimestamp":1632966654,"sourceInfo":{"source_id":"aastocks","name":"阿思达克财经"},"weMediaInfo":null,"summary":"美银证券发表报告，认为内地今年智能手机需求已经在今年第一季大致被吸纳，在经济放缓下，包括小米  在内的手机OEM生产商销售额将受损。该行将小米目标价由22.3元下调至19.8元，重申「跑输大市」评级。另外，该行担忧小米若自行造车而非外判生产，将成为长远经营开支的负担。美银证券将小米明年和後年盈利预测分别下调5%和2%，又认为最近游戏行业被加强监管，有可能令其估值进一步下降。","collect":0,"end_time":0,"defaultTopTitle":"aastocks.com","property":["rate"],"viewcount":null,"language":"zh","relate_stocks":{"161027":"证券","01810":"小米集团-W"},"translate_title":"Bank of America Securities lowered the target price of Xiaomi (01810. HK) to 19.8 yuan, \"underperforming the market\"","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"161027":1,"01810":1},"content_text":"美银证券发表报告，认为内地今年智能手机需求已经在今年第一季大致被吸纳，在经济放缓下，包括小米  在内的手机OEM生产商销售额将受损。该行将小米目标价由22.3元下调至19.8元，重申「跑输大市」评级。美银证券表示，即使小米在8月店舖数量增加，但该行估计其市场份额在7至8月下滑至约15%，预计小米在第四季的经营环境更艰难，毛利率有可能因小米进取地争取市场份额而收窄。另外，该行担忧小米若自行造车而非外判生产，将成为长远经营开支的负担。美银证券将小米明年和後年盈利预测分别下调5%和2%，又认为最近游戏行业被加强监管，有可能令其估值进一步下降。(na/da)~阿思达克财经新闻网址: www.aastocks.com","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[{"id":865859360,"gmtCreate":1632969117502,"gmtModify":1632970826931,"author":{"id":"3492990299854685","authorId":"3492990299854685","authorIdStr":"3492990299854685","name":"散户死于盯盘","avatar":"https://static.tigerbbs.com/80ba5368a47db53a05c508769d2d2e11","vip":1,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":2,"crmLevelSwitch":0,"idStr":"3492990299854685"},"htmlText":"游戏和小米有毛关系。。。","listText":"游戏和小米有毛关系。。。","text":"游戏和小米有毛关系。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/865859360","repostId":2171226936,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6045612,"gmtCreate":1632971355771,"gmtModify":1632973267863,"authorId":3539301110934297,"author":{"id":3539301110934297,"authorId":3539301110934297,"name":"love喵喵","avatar":"https://static.tigerbbs.com/896e67a20ba0f4f7cfb6a523c3ce021d","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":865859360,"type":1,"supId":0,"prevId":0,"content":"美银在干鸡毛","text":"美银在干鸡毛","html":"美银在干鸡毛"},{"id":6045882,"gmtCreate":1632972888883,"gmtModify":1632972888883,"authorId":3492670886328492,"author":{"id":3492670886328492,"authorId":3492670886328492,"name":"niubikele","avatar":"https://static.tigerbbs.com/dd736aeb5a5b7663de30873c38e87758","vip":1,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.28%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":865859360,"type":1,"supId":0,"prevId":0,"content":"分发渠道","text":"分发渠道","html":"分发渠道"}],"langContent":"CN"},{"id":865827720,"gmtCreate":1632968971006,"gmtModify":1632968971006,"author":{"id":"3574762999053161","authorId":"3574762999053161","authorIdStr":"3574762999053161","name":"xyzrb","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3574762999053161"},"htmlText":"这些墙头草机构","listText":"这些墙头草机构","text":"这些墙头草机构","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/865827720","repostId":2171226936,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":0,"commentSize":2,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.26.2","shortVersion":"4.26.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2171226936"}

美银证券下调小米(01810.HK)目标价至19.8元 评级「跑输大市」

精彩评论

美银证券下调小米(01810.HK)目标价至19.8元评级「跑输大市」