《大行》大摩相信小米(01810.HK)下周投资者日或成催化剂

阿斯达克财经04-17

摩根士丹利发表研究报告指，小米(01810.HK) 下周的投资者日或成为催化剂，预计管理层的演讲可以提振投资者对智能手机和电动汽车业务的信心。该行提到，在基本情境下，预计小米非电动汽车盈利达到约250亿元人民币，电动车亏损约120亿元人民币，意味着第一年核心业务表现稳定，电动车亏损可控，预计其股价将上升1至3%。在牛市的情景中，小米非电动汽车盈利270亿至280亿元人民币，而电动车亏损约100亿元...

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

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2428544355?lang=zh_CN&edition=full","thumbnail":"http://plib.aastocks.com/aafnnews/image/medialib/20220407175932046_s.jpg","is_english":false,"pubTime":"2024-04-17 10:49","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2428544355","market":"other","top_or_hot":-1,"title":"《大行》大摩相信小米(01810.HK)下周投资者日或成催化剂","media":"阿斯达克财经","content":"<div>\n<p>摩根士丹利发表研究报告指，小米(01810.HK) 下周的投资者日或成为催化剂，预计管理层的演讲可以提振投资者对智能手机和电动汽车业务的信心。该行提到，在基本情境下，预计小米非电动汽车盈利达到约250亿元人民币，电动车亏损约120亿元人民币，意味着第一年核心业务表现稳定，电动车亏损可控，预计其股价将上升1至3%。在牛市的情景中，小米非电动汽车盈利270亿至280亿元人民币，而电动车亏损约100亿元...</p>\n\n<a href=\"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1342907/latest-news/AAFN\">网页链接</a>\n\n</div>\n","source":"aastocks_highlight","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>《大行》大摩相信小米(01810.HK)下周投资者日或成催化剂</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《大行》大摩相信小米(01810.HK)下周投资者日或成催化剂\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-17 10:49 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1342907/latest-news/AAFN><strong>阿斯达克财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摩根士丹利发表研究报告指，小米(01810.HK) 下周的投资者日或成为催化剂，预计管理层的演讲可以提振投资者对智能手机和电动汽车业务的信心。该行提到，在基本情境下，预计小米非电动汽车盈利达到约250亿元人民币，电动车亏损约120亿元人民币，意味着第一年核心业务表现稳定，电动车亏损可控，预计其股价将上升1至3%。在牛市的情景中，小米非电动汽车盈利270亿至280亿元人民币，而电动车亏损约100亿元...</p>\n\n<a href=\"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1342907/latest-news/AAFN\">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":"BK4588","symbol_name":"碎股","start_time":0,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1342907/latest-news/AAFN","article_id":"2428544355","we_media_id":null,"thumbnails":["http://plib.aastocks.com/aafnnews/image/medialib/20220407175932046_s.jpg"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2428544355","pubTimestamp":1713322140,"sourceInfo":{"source_id":"aastocks_highlight","name":"阿思達克財經"},"weMediaInfo":null,"summary":"摩根士丹利发表研究报告指，小米下周的投资者日或成为催化剂，预计管理层的演讲可以提振投资者对智能手机和电动汽车业务的信心。该行续指，如果处于熊市情境，小米的非电动汽车盈利约200亿元人民币，而电动车亏损扩大至约150亿元人民币，即智能手机和电动车业务的毛利率均低于预期，届时其股价或跌3至5%。","collect":0,"end_time":0,"defaultTopTitle":"aastocks.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"81810":"小米集团-WR","BK4588":"碎股","BK1193":"电脑硬件、储存设备及电脑周边","BK1523":"武汉本地概念股","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","BK1521":"挪威政府全球养老基金持仓","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","BK4581":"高盛持仓","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","BK4504":"桥水持仓","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","XIACY":"小米集团ADR","BK4127":"投资银行业与经纪业","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0106831901.USD":"贝莱德世界金融基金A2","BK1502":"双十一","BK1575":"同股不同权","BK1607":"新IT概念","BK1589":"北水核心资产","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU0971096721.USD":"富达环球金融服务 A","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","01810":"小米集团-W","BK1506":"5G概念","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC"},"translate_title":"\"Daxing\" Morgan Stanley believes that Xiaomi (01810. HK) investor day next week may become a catalyst","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"81810":0.6,"01810":1,"XIACY":0.6},"content_text":"摩根士丹利发表研究报告指，小米(01810.HK) 下周的投资者日或成为催化剂，预计管理层的演讲可以提振投资者对智能手机和电动汽车业务的信心。该行提到，在基本情境下，预计小米非电动汽车盈利达到约250亿元人民币，电动车亏损约120亿元人民币，意味着第一年核心业务表现稳定，电动车亏损可控，预计其股价将上升1至3%。在牛市的情景中，小米非电动汽车盈利270亿至280亿元人民币，而电动车亏损约100亿元人民币，意味着智能手机出货量增长可以抵销利润压力，而电动汽车毛利率比预期好，料股价或升5至10%。该行续指，如果处于熊市情境，小米的非电动汽车盈利约200亿元人民币，而电动车亏损扩大至约150亿元人民币，即智能手机和电动车业务的毛利率均低于预期，届时其股价或跌3至5%。(sl/cy)(港股报价延迟最少十五分钟。沽空资料截至 2024-04-16 16:25。)AASTOCKS新闻","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"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":"4.22.4","shortVersion":"4.22.4","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/2428544355"}