研报掘金丨中金：下调小米目标价9%，维持“跑赢行业”评级

格隆汇2025-08-08

中金发表报告，下调小米集团(1810.HK)目标价9%至70港元，对应2025及2026年经调整净利润市盈率34.4倍及25.1倍，维持“跑赢行业”评级。中金预期小米第二季经调整净利润同比增64.84%至101.79亿元，营业额料升32.71%至1179.67亿元，预计手机收入跌1.6%至457.92亿元，考虑拉美等低毛利市场占比提升及竞争因素，手机毛利率或将同比及环比下降0.6个百分点及0.9...

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概率论加成长
2025-08-09
概率论加成长
通篇抄袭大和和花期的报告，人工智能写的

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