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09-28
一边说增持，一边往死里卖
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
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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024091612575195683630&s=b><strong>格隆汇</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，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...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024091612575195683630&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"01810":"小米集团-W"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024091612575195683630&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2467864040","content_text":"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价格上涨将趋于稳定。该行维持对其26港元的目标价及“增持”评级。","news_type":1},"isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":354094743261288,"gmtCreate":1727457079882,"gmtModify":1727457787220,"author":{"id":"3494315439795988","authorId":"3494315439795988","name":"雪山极光","avatar":"https://static.tigerbbs.com/5b6fe08377aca8379cd336c6fd454879","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494315439795988","authorIdStr":"3494315439795988"},"themes":[],"htmlText":"一边说增持，一边往死里卖","listText":"一边说增持，一边往死里卖","text":"一边说增持，一边往死里卖","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/354094743261288","repostId":"2467864040","repostType":2,"repost":{"id":"2467864040","kind":"news","pubTimestamp":1726462645,"share":"https://www.laohu8.com/m/news/2467864040?lang=&edition=full","pubTime":"2024-09-16 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024091612575195683630&s=b><strong>格隆汇</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，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...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024091612575195683630&s=b\">Web 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