摩根大通：小米在电动车方面的努力前景不太明朗

财盈社

2023-03-15

摩根大通发表报告指，对小米保持中性评级，因为认为内地重新开放可能不足以成为该股的催化剂，尤其是目前国际智能手机市场的竞争愈来愈激烈，电动车相关的投资可能会在未来两至三年内影响经营溢利。

该行认为，由于中国电动车领域的竞争加剧和市场需求疲软，小米在电动车方面的努力前景不太明朗。在短期内，由于智能手机库存清理和激烈的竞争，去年第四季和今年首季的业绩可能会受压，将2022和2023财年的盈利预测分别下调7%和19%

$小米集团-W(01810)$ $比亚迪股份(01211)$ $小鹏汽车-W(09868)$

2023年市场展望

聚焦2023年市场，2023年有哪些投资机会？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

张庆梅
2023-03-20
张庆梅
悦
仲春
2023-03-16
仲春
看好

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":650929752,"tweetId":"650929752","gmtCreate":1678851130676,"gmtModify":1678851133838,"author":{"id":4117236954079830,"authorId":4117236954079830,"authorIdStr":"4117236954079830","name":"财盈社","avatar":"https://static.tigerbbs.com/bac2103677de59d385bda7c9dc3ac05c","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"starInvestorFlag":false},"themes":[{"themeId":"f01ebc17fb874256bbfebe9c67721964","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"2023年市场展望","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":f01ebc17fb874256bbfebe9c67721964}&rnconfig={\"headerBarHidden\": true}","description":"聚焦2023年市场，2023年有哪些投资机会？","image":"https://static.tigerbbs.com/547067334aa829092cf310c3702d5bed"}],"images":[],"coverImages":[],"title":"摩根大通：小米在电动车方面的努力前景不太明朗","html":"<html><head></head><body>摩根大通发表报告指，对小米保持中性评级，因为认为内地重新开放可能不足以成为该股的催化剂，尤其是目前国际智能手机市场的竞争愈来愈激烈，电动车相关的投资可能会在未来两至三年内影响经营溢利。\n该行认为，由于中国电动车领域的竞争加剧和市场需求疲软，小米在电动车方面的努力前景不太明朗。在短期内，由于智能手机库存清理和激烈的竞争，去年第四季和今年首季的业绩可能会受压，将2022和2023财年的盈利预测分别下调7%和19%\n <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> <a href=\"https://laohu8.com/S/01211\">$比亚迪股份(01211)$</a> <a href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$</a> </body></html>","htmlText":"<html><head></head><body>摩根大通发表报告指，对小米保持中性评级，因为认为内地重新开放可能不足以成为该股的催化剂，尤其是目前国际智能手机市场的竞争愈来愈激烈，电动车相关的投资可能会在未来两至三年内影响经营溢利。\n该行认为，由于中国电动车领域的竞争加剧和市场需求疲软，小米在电动车方面的努力前景不太明朗。在短期内，由于智能手机库存清理和激烈的竞争，去年第四季和今年首季的业绩可能会受压，将2022和2023财年的盈利预测分别下调7%和19%\n <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> <a href=\"https://laohu8.com/S/01211\">$比亚迪股份(01211)$</a> <a href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$</a> </body></html>","text":"摩根大通发表报告指，对小米保持中性评级，因为认为内地重新开放可能不足以成为该股的催化剂，尤其是目前国际智能手机市场的竞争愈来愈激烈，电动车相关的投资可能会在未来两至三年内影响经营溢利。 该行认为，由于中国电动车领域的竞争加剧和市场需求疲软，小米在电动车方面的努力前景不太明朗。在短期内，由于智能手机库存清理和激烈的竞争，去年第四季和今年首季的业绩可能会受压，将2022和2023财年的盈利预测分别下调7%和19% $小米集团-W(01810)$ $比亚迪股份(01211)$ $小鹏汽车-W(09868)$","highlighted":1,"essential":1,"paper":2,"likeSize":8,"commentSize":2,"repostSize":1,"favoriteSize":0,"link":"https://laohu8.com/post/650929752","repostId":0,"isVote":1,"tweetType":1,"viewCount":10845,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["01211","01810","09868"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":443,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":7907608,"gmtCreate":1679267738199,"gmtModify":1679267742065,"authorId":4119074972567350,"author":{"id":4119074972567350,"authorId":4119074972567350,"name":"张庆梅","avatar":"https://static.tigerbbs.com/d808c1672f2b192df480e743a9b3d151","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":650929752,"type":1,"supId":0,"prevId":0,"content":"悦","text":"悦","html":"悦","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0},{"id":7901932,"gmtCreate":1678948698854,"gmtModify":1678948702438,"authorId":3547208290429706,"author":{"id":3547208290429706,"authorId":3547208290429706,"name":"仲春","avatar":"https://static.tigerbbs.com/5a3988375c64b172f00e5dc8553ae6ea","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":650929752,"type":1,"supId":0,"prevId":0,"content":"看好","text":"看好","html":"看好","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/650929752"}