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- 王可王可
  ·2021-03-02
  太偏颇，这么毫无营养的内容也能发出来
  非常抱歉，此主贴已删除
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- 王可王可
  ·2020-10-19
  扯淡，荣耀都要卖了
  连降两级评级，建议卖出！为什么花旗对小米这么狠？
  花旗连降两级小米评级，由“买入”降低至“卖出”，目标价由22.2港元下降至19.3港元。受此影响，小米集团股价今日收盘跌超4%。花旗认为，过去的12个月中，小米的股价上涨了一倍以上，主要是基于市场
  连降两级评级，建议卖出！为什么花旗对小米这么狠？
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17:32","market":"hk","language":"zh","title":"连降两级评级，建议卖出！为什么花旗对小米这么狠？","url":"https://stock-news.laohu8.com/highlight/detail?id=1122408631","media":"华尔街见闻","summary":"花旗连降两级小米评级，由“买入”降低至“卖出”，目标价由22.2港元下降至19.3港元。受此影响，小米集团股价今日收盘跌超4%。\n\n花旗认为，过去的12个月中，小米的股价上涨了一倍以上，主要是基于市场","content":"<p><a href=\"https://laohu8.com/S/C\">花旗</a>连降两级小米评级，由“买入”降低至“卖出”，目标价由22.2港元下降至19.3港元。受此影响，小米集团股价今日收盘跌超4%。</p>\n<p><img src=\"https://static.tigerbbs.com/0ff66c1222895d93ea5d51ee3dfb09f8\" tg-width=\"840\" tg-height=\"470\"></p>\n<p>花旗认为，过去的12个月中，小米的股价上涨了一倍以上，主要是基于市场预期华为可能退出智能手机业务，从而使得小米获得的潜在市场份额增加。<b>而当前的市场低估了华为保留智能手机业务并与之竞争的风险，即使竞争格局有所改变，荣耀系列手机仍然会是小米的主要竞争对手。</b></p>\n<p><img src=\"https://static.tigerbbs.com/81b861a1abf9aac023d8ae035299d659\" tg-width=\"1038\" tg-height=\"634\">图：小米销量预测 花旗VS市场共识</p>\n<p>花旗表示，华为荣耀系列在中国市场与小米竞争激烈，在市场细分和销售渠道上存在大量重叠。根据IDC的数据，荣耀系列在2020年上半年销售额为2900万台，占华为智能手机销量的28%，其中80%的销售额是在中国市场实现。</p>\n<p><img src=\"https://static.tigerbbs.com/25625bc7d723c661746dc2e08a4e7c09\" 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href=\"https://wallstreetcn.com/articles/3607710\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3df686d3a6ca977e8c6841905eb7e18c","relate_stocks":{"01810":"小米集团-W"},"source_url":"https://wallstreetcn.com/articles/3607710","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1122408631","content_text":"花旗连降两级小米评级，由“买入”降低至“卖出”，目标价由22.2港元下降至19.3港元。受此影响，小米集团股价今日收盘跌超4%。\n\n花旗认为，过去的12个月中，小米的股价上涨了一倍以上，主要是基于市场预期华为可能退出智能手机业务，从而使得小米获得的潜在市场份额增加。而当前的市场低估了华为保留智能手机业务并与之竞争的风险，即使竞争格局有所改变，荣耀系列手机仍然会是小米的主要竞争对手。\n图：小米销量预测 花旗VS市场共识\n花旗表示，华为荣耀系列在中国市场与小米竞争激烈，在市场细分和销售渠道上存在大量重叠。根据IDC的数据，荣耀系列在2020年上半年销售额为2900万台，占华为智能手机销量的28%，其中80%的销售额是在中国市场实现。\n\n图：中国1H20智能手机销量\n花旗此前预计，如果华为退出智能手机业务，将给小米带来10%-15%的销售额增长。\n但从当下的情况来看，荣耀系列仍然将是小米的主要竞争对手，因此小米将面临5%-10%的销售额下降风险、中国市场月活下降10%的风险、净利润下降10%-15%的风险。\n基于这个判断，花旗将小米的智能手机业务P/E估值从0.8倍下降到0.5倍，在最悲观情况下的预测，当前的小米集团股价有24%的下跌空间。\n图：小米集团股价预测\n当前小米股价已从9月份的历史高点25.7港元，下跌至22.2港元。","news_type":1,"symbols_score_info":{"01810":0.9}},"isVote":1,"tweetType":1,"viewCount":2585,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}