摩根士丹利：料小米-W(01810.HK)次季智能手机付运按季复苏属潜在拐点评级增持

新浪财经2023-06-09

摩根士丹利发表研究报告指，小米-W(01810.HK)的智能手机出货量自2021年第四季以来，连续五个季度下滑。基于去库存基本完成，该行预计，其智能手机出货量将在次季按季复苏，这或属于该股的拐点。该行予集团目标价15港元，评级为增持。该行提到，如果其出货量于第一季触底，且之后持续复苏，便极有可能成为集团重新评级的催化剂。该行认为，集团的毛利率将在第二季度保持弹性，这或会继续支持其按年复苏，又相信...

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精彩评论

已经被注册啦
2023-06-09
已经被注册啦
小米Q1去库存力度很大，整体经营健康度提升，将来肯定会逐季好转
噜啦啦噜啦啦耶
2023-06-09
噜啦啦噜啦啦耶
成本控制、高端提价，小米手机毛利保持较高水平，将来例如还会越来越好

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摩根士丹利：料小米-W(01810.HK)次季智能手机付运按季复苏 属潜在拐点评级增持

精彩评论

摩根士丹利：料小米-W(01810.HK)次季智能手机付运按季复苏属潜在拐点评级增持