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《大行》小米(01810.HK)反覆升1.8% 綜合大行最新評級、目標價及觀點
小米(01810.HK)首季經調整淨利潤按年跌43.1%至60.72億人民幣略高於預期,並宣布推200億元股份回購計劃。小米集團今日低開0.54%,曾回升3%高見30.68元,現報30.28元,升1.75%,成交7,282.59萬股,涉資21.89億元。本網最新綜合7間券商對小米投資評級、目標價及觀點整合如下:券商名稱│評級│目標價│核心觀點簡述摩根士丹利│...
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《大行》小米(01810.HK)反覆升1.8% 綜合大行最新評級、目標價及觀點
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小米(01810.HK)  -0.740 (-2.487%)    Short selling $1.29B; Ratio 28.940%   首季經調整淨利潤按年跌43.1%至60.72億人民幣略高於預期,並宣布推200億元股份回購計劃。小米集團今日低開0.54%,曾回升3%高見30.68元,現報30.28元,升1.75%,成交7,282.59萬股,涉資21.89億元。

本網最新綜合7間券商對小米投資評級、目標價及觀點整合如下:

券商名稱│評級│目標價│核心觀點簡述

摩根士丹利│增持│45港元│首季智能手機及AIoT毛利率強勁,抵銷新能源車業務虧損,預期次季智能手機毛利率為股價表現關鍵驅動力。

里昂│跑贏大市│41港元│小米首季業績符合預期,總收入和經調整純利受智能手機及AIoT行業環境挑戰影響,相信2026年仍然是艱難的一年,但新能源車交付將隨新車型反彈。

高盛│買入│41港元→40港元│小米首季業績大致符合預期,考慮新能源車、AI等新業務虧損擴大及新能源車毛利率下降,下調2026-28年經調整每股盈利預測。

美銀證券│買入│40港元│小米首季收入及毛利大致符合預期,智能手機毛利率優於預期,考慮智能手機業務逆風,下調2026-28年經調整盈利預測2-6%。

花旗│---│37港元│首季經調整淨利符合預期,管理層預期記憶體成本上升週期持續至2027-2028年,維持智能手機及新能源車出貨量預測不變。

摩根大通│中性│35港元│首季業績大致符合預期,記憶體成本壓力於次季加劇將對智能手機利潤構成壓力,新能源車出貨復甦及智能手機利潤趨勢仍為關鍵。

大華繼顯│持有│31.7港元│首季智能手機毛利率強勁為主要驚喜,但營運開支高於預期,短期逆風持續。

(ad/u)(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-05-27 12:25.)

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