大行评级｜摩根士丹利：小米集团或成记忆体价格修正主要受益者

格隆汇09-16

摩根士丹利发表研究报告指，如果记忆体价格在未来几个季度开始修正，该行相信，小米集团(01810.HK)很可能成为主要受益者，因为其智能手机利润率面临下降压力的可能性较小，而且更有可能享受潜在的复苏。记忆体是智能手机的关键元件。记忆体成本上升是小米智能手机毛利率由2023年第三季的16.6%下降至今年第二季的12.1%的主要原因。大摩表示，相信拐点可能会到来，同时预测2024年第四季DRAM价格上涨...

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精彩评论

雪山极光
09-28
雪山极光
一边说增持，一边往死里卖
白交
09-18
白交
确实对小米来说是利好，小米手机毛利率会有进一步提升

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