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

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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

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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\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e6182bcfc4ac2ffb4c38f48068ce9d1c","relate_stocks":{"161027":"证券","01810":"小米集团-W"},"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","is_english":false,"share_image_url":"https://static.laohu8.com/51f6b9126f36f92bbf92982596066e5a","article_id":"2171226936","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","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6045612,"gmtCreate":1632971355771,"gmtModify":1632973267863,"authorId":3539301110934297,"author":{"id":3539301110934297,"idStr":"3539301110934297","authorId":3539301110934297,"name":"love喵喵","avatar":"https://static.tigerbbs.com/896e67a20ba0f4f7cfb6a523c3ce021d","vip":1,"crmLevel":3,"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,"idStr":"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":"93.85%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":6,"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","name":"xyzrb","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3574762999053161","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,"repost":{"id":"2171226936","kind":"news","pubTimestamp":1632966654,"share":"https://www.laohu8.com/m/news/2171226936?lang=&edition=full","pubTime":"2021-09-30 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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\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e6182bcfc4ac2ffb4c38f48068ce9d1c","relate_stocks":{"161027":"证券","01810":"小米集团-W"},"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","is_english":false,"share_image_url":"https://static.laohu8.com/51f6b9126f36f92bbf92982596066e5a","article_id":"2171226936","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: 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美银证券下调小米(01810.HK)目标价至19.8元 评级「跑输大市」

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美银证券下调小米(01810.HK)目标价至19.8元评级「跑输大市」