游走的韭菜的个人主页 - 老虎社区

游走的韭菜

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游走的韭菜

2021-06-01

大家今天怎么说[惊讶]

游走的韭菜

2021-01-05

$小米集团-W(01810)$为啥12月份这么猛，机构年尾也要冲业绩呀。

游走的韭菜

2020-12-21

$小米集团-W(01810)$年轻人不讲武德，欺负我一个没上车的人，耗子尾汁！

游走的韭菜

2020-10-30

$小米集团-W(01810)$啥意思呀，蹭我不注意是吧

游走的韭菜

2020-08-28

我感觉评级机构也没啥用，每评一个第二天就被破，然后再调。中金就比较油条，直接给个30。

抱歉，原内容已删除

游走的韭菜

2020-08-26

$小米集团-W(01810)$新人，如何或在哪里看有大单压着？

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20:00","market":"sh","language":"zh","title":"市值突破5000亿 机构集体上调评级 小米投资价值有多大？","url":"https://stock-news.laohu8.com/highlight/detail?id=2062843919","media":"新浪财经-自媒体综合","summary":"来源：港股情报局本文将为投资者解读小米最新二季度报告，并汇总大行对小米的最新评级。小米业绩概览2020年第二季度，小米集团营收达到535亿元，同比增长3%，环比增长8%。其中智能手机业务收入同比小幅下","content":"<html><body><img src=\"http://image.sinajs.cn/newchar/png/k/hk/daily_660/01810.png?market=hk&amp;symbol=01810&amp;t=1598573901\"/><p>来源：港股情报局</p><p><font>本文将为投资者解读小米最新二季度报告，并汇总大行对小米的最新评级。</font></p><p><font><font><font><font>小米业绩概览</font></font></font></font></p><p><font>2020年第二季度，小米集团营收达到535亿元，同比增长3%，环比增长8%。</font></p><p><font>其中智能手机业务收入同比小幅</font><font>下滑1% ，但环比增长4%，IoT及生活消费产品业务收入同比增长2%，环比增长17%，互联网服务业务收入同比大增29%，环比持平。</font></p><div><img src=\"http://k.sinaimg.cn/n/front20200827ac/374/w830h344/20200827/1f8a-iyhvyva4377335.png/w720fin.jpg\"/></div><p><font>资料来源：<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>业绩报告</font></p><p><font>毛利润率从2019Q2的14.0%提高至14.4%。净利润同比下跌7%至34亿元人民币，净利润率达到6.3%。</font></p><p><font>整体来看，小米Q2业绩超出市场预期，</font><font>主要是因投资收益提升以及智能手机业务在新冠中的表现仍然坚挺。</font></p><p><font><font><font><font>核心业务分析</font></font></font></font></p><p><font>智能手机方面，Q2，小米智能手机业务收入达到316亿元人民币。小米在二季度共出货2830万台智能手机，同比下降12%；但因中高端手机占比提升，产品均价同比增长12%至1116元人民币。值得注意的是，小米在2020年二季度以1500元人民币的合理价位发布了红米10X 5G和红米10X Pro 5G，进一步拉低了5G智能手机的价格。</font></p><div><img src=\"http://k.sinaimg.cn/n/front20200827ac/566/w830h536/20200827/8dfc-iyhvyva4377382.png/w720fin.jpg\"/><span>图片来源：公开网络</span></div><p><font>IoT及生活消费产品方面，Q2，IoT及生活消费产品业务收入达到153亿元人民币。小米全球电视出货量达到280万台，同比增4%。此外，根据奥维云网（AVC），小米电视连续第六个季度蝉联中国出货量第一名。全球电视亦稳居前五名，并拓展了包括波兰、法国、意大利在内的更多海外市场。</font></p><p><font>互联网服务方面，Q2，互联网服务业务收入达到59亿元人民币。截至2020年6月底，MIUI的MAU（月均活跃用户）同比增长了23%至3.43亿户，其中中国大陆的MIUI MAU达到1.09亿户。受海外广告收入迅猛增长以及中国大陆广告预算逐渐恢复的拉动，广告收入同比增长了23%，环比增长了16%。在线游戏收入环比下跌了30%，但同比增长55%，部分因为中国大陆第二季度的复工复产。其他增值服务收入与同比增长27%，环比增长2%，主要受互联网金融业务、有品电商 平台以及电视付费订阅服务的拉动。</font></p><p><font>海外市场方面，Q2，海外市场总收入达到240亿元人民币，同比增长10%，占二季度总收入的50%。根据Canalys，小米二季度在欧洲智能手机出货量同比增长65%，占据16.8%的市场份额，并且在全球50个国家和地区中排名前五，在其中25个市场排名前三。根据Canalys数据，小米智能手机在拉丁美洲、中东、和非洲的出货量同比分别增长99%、66%和 113%，在拉丁美洲和中东市场份额排名前四。海外业务表现强势！</font></p><p><font><font><font><font>小米的未来：挑战中充满机遇，保持乐观</font></font></font></font></p><p><font>本次财报最大的亮点，在于小米历经疫情的考验，在印度和中国保持了智能手机的市场份额，而且在欧洲取得了非常大的进展。</font></p><p><font>根据数据，7月的手机激活率已经恢复到72%。尽管2020年下半年仍要承受宏观经济下行的不确定性，但由于华为受到美国方面的限制，以及小米本身的价格优势和5G手机的推出，小米或许有望在2021年开始进一步提高市场份额。</font></p><p><font>此外，考虑到不断发展的中国市场以及具备用户高增长、变现潜力的欧洲市场，小米未来的营业收入仍有很大提升空间。<a href=\"https://laohu8.com/S/600999\">招商证券</a>国际表示，对小米的股价应该长期保持乐观，因为随着公司改善其庞大的互联网用户变现水平，在MIUI的MAU持续提升的情况下，更多价值将得到释放。</font></p><p><font><font><font><font>机构最新评级汇总</font></font></font></font></p><p><font><font>中金：上调小米集团目标价到30港币，看好2021年进入全球前三</font></font></p><p>中金维持小米“优于大市”评级，并将目标价上调至30港元，相当于2021年每股收益的41倍。得益于欧洲和其他地区的市场份额增长，中金认为小米将在2021年成为全球第三大智能手机制造商。</p><p><font><font><a href=\"https://laohu8.com/S/03329\">交银国际</a>：上调小米（1810.HK）目标价至23港元 评级“买入”</font></font></p><p>交银国际发表报告表示，小米集团（1810.HK）第二季度业绩强劲，受互联网服务增长和智能手机市场份额增长及均价提高的推动，抵销了疲软的市场需求。由于公司继续投资以扩大其市场占有率，运营支出比率亦有所上升，基于30倍2021年市盈率，该行将小米目标价由19港元上调至23港元，并重申“买入”评级。</p><p><font><font>大摩：上调小米目标价20%至24港元</font></font></p><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>发表报告表示，小米下半年积极因素包括公司智慧手机市场占有率提升，并期待公司能在新手机游戏的发布下，游戏业务动能强劲，该行上调小米目标价20%至24港元。</p><p><font><font><a href=\"https://laohu8.com/S/GS\">高盛</a>：升小米目标价至22.5元</font></font></p><p>高盛发表报告表示，小米公布今年第二季业绩预期，期内收入录535亿人民按年升3%，高于该行及市场原预期各1%及5%，期内非国际财务报告准则经调整盈利录34亿人民币按年跌7%，高于该行及市场预期各5%及40%。该行称，上调对小米目标价由原来14.3元升至22.5元，此相当综合2021年及2022年预测市盈率20倍，维持“买入”评级。</p><p><font><font><a href=\"https://laohu8.com/S/600030\">中信证券</a>：小米集团业绩略超预期，维持“买入”评级</font></font></p><p><a href=\"https://laohu8.com/S/06030\">中信证券</a>发布研报称，小米集团中报业绩略超预期，海外扩张带动业绩上行，公司手机销量受益于欧洲市场快速提升，均价受益于5G及高端新机推动上行。智能手机业务方面，随着全球范围内封锁解除，公司销量恢复明显，7月印度智能手机日均激活量已经超过1月疫情前水平72%，其他境外已恢复到120%，下半年预期向好，维持“买入”评级。</p><p><font>以上内容不代表华盛的立场，不构成华盛相关的任何投资建议。在做出任何投资决定前，投资者应根据自身情况考虑投资产品相关的风险因素，并于需要时咨询专业人士意见。</font></p>别掉队！创业板步入20%涨跌幅时代，紧抓历史性大机会，开户畅享6大福利&gt;&gt;<p>免责声明：自媒体综合提供的内容均源自自媒体，版权归原作者所有，转载请联系原作者并获许可。文章观点仅代表作者本人，不代表<a href=\"https://laohu8.com/S/SINA\">新浪</a>立场。若内容涉及投资建议，仅供参考勿作为投资依据。投资有风险，入市需谨慎。</p></body></html>","source":"sina_symbol","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" 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hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n市值突破5000亿 机构集体上调评级 小米投资价值有多大？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-08-27 20:00 北京时间&nbsp;&nbsp;&nbsp;<a href=http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/stockzmt/2020-08-27/doc-iivhuipp1059190.shtml><strong>新浪财经-自媒体综合</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>来源：港股情报局本文将为投资者解读小米最新二季度报告，并汇总大行对小米的最新评级。小米业绩概览2020年第二季度，小米集团营收达到535亿元，同比增长3%，环比增长8%。其中智能手机业务收入同比小幅下滑1% ，但环比增长4%，IoT及生活消费产品业务收入同比增长2%，环比增长17%，互联网服务业务收入同比大增29%，环比持平。资料来源：小米集团-W业绩报告毛利润率从2019Q2的14.0%提高至...</p>\n\n<a href=\"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/stockzmt/2020-08-27/doc-iivhuipp1059190.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b398ea1f2d08ca1e4e42df41f1132c6c","relate_stocks":{"01810":"小米集团-W"},"source_url":"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/stockzmt/2020-08-27/doc-iivhuipp1059190.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2062843919","content_text":"来源：港股情报局本文将为投资者解读小米最新二季度报告，并汇总大行对小米的最新评级。小米业绩概览2020年第二季度，小米集团营收达到535亿元，同比增长3%，环比增长8%。其中智能手机业务收入同比小幅下滑1% ，但环比增长4%，IoT及生活消费产品业务收入同比增长2%，环比增长17%，互联网服务业务收入同比大增29%，环比持平。资料来源：小米集团-W业绩报告毛利润率从2019Q2的14.0%提高至14.4%。净利润同比下跌7%至34亿元人民币，净利润率达到6.3%。整体来看，小米Q2业绩超出市场预期，主要是因投资收益提升以及智能手机业务在新冠中的表现仍然坚挺。核心业务分析智能手机方面，Q2，小米智能手机业务收入达到316亿元人民币。小米在二季度共出货2830万台智能手机，同比下降12%；但因中高端手机占比提升，产品均价同比增长12%至1116元人民币。值得注意的是，小米在2020年二季度以1500元人民币的合理价位发布了红米10X 5G和红米10X Pro 5G，进一步拉低了5G智能手机的价格。图片来源：公开网络IoT及生活消费产品方面，Q2，IoT及生活消费产品业务收入达到153亿元人民币。小米全球电视出货量达到280万台，同比增4%。此外，根据奥维云网（AVC），小米电视连续第六个季度蝉联中国出货量第一名。全球电视亦稳居前五名，并拓展了包括波兰、法国、意大利在内的更多海外市场。互联网服务方面，Q2，互联网服务业务收入达到59亿元人民币。截至2020年6月底，MIUI的MAU（月均活跃用户）同比增长了23%至3.43亿户，其中中国大陆的MIUI MAU达到1.09亿户。受海外广告收入迅猛增长以及中国大陆广告预算逐渐恢复的拉动，广告收入同比增长了23%，环比增长了16%。在线游戏收入环比下跌了30%，但同比增长55%，部分因为中国大陆第二季度的复工复产。其他增值服务收入与同比增长27%，环比增长2%，主要受互联网金融业务、有品电商 平台以及电视付费订阅服务的拉动。海外市场方面，Q2，海外市场总收入达到240亿元人民币，同比增长10%，占二季度总收入的50%。根据Canalys，小米二季度在欧洲智能手机出货量同比增长65%，占据16.8%的市场份额，并且在全球50个国家和地区中排名前五，在其中25个市场排名前三。根据Canalys数据，小米智能手机在拉丁美洲、中东、和非洲的出货量同比分别增长99%、66%和 113%，在拉丁美洲和中东市场份额排名前四。海外业务表现强势！小米的未来：挑战中充满机遇，保持乐观本次财报最大的亮点，在于小米历经疫情的考验，在印度和中国保持了智能手机的市场份额，而且在欧洲取得了非常大的进展。根据数据，7月的手机激活率已经恢复到72%。尽管2020年下半年仍要承受宏观经济下行的不确定性，但由于华为受到美国方面的限制，以及小米本身的价格优势和5G手机的推出，小米或许有望在2021年开始进一步提高市场份额。此外，考虑到不断发展的中国市场以及具备用户高增长、变现潜力的欧洲市场，小米未来的营业收入仍有很大提升空间。招商证券国际表示，对小米的股价应该长期保持乐观，因为随着公司改善其庞大的互联网用户变现水平，在MIUI的MAU持续提升的情况下，更多价值将得到释放。机构最新评级汇总中金：上调小米集团目标价到30港币，看好2021年进入全球前三中金维持小米“优于大市”评级，并将目标价上调至30港元，相当于2021年每股收益的41倍。得益于欧洲和其他地区的市场份额增长，中金认为小米将在2021年成为全球第三大智能手机制造商。交银国际：上调小米（1810.HK）目标价至23港元 评级“买入”交银国际发表报告表示，小米集团（1810.HK）第二季度业绩强劲，受互联网服务增长和智能手机市场份额增长及均价提高的推动，抵销了疲软的市场需求。由于公司继续投资以扩大其市场占有率，运营支出比率亦有所上升，基于30倍2021年市盈率，该行将小米目标价由19港元上调至23港元，并重申“买入”评级。大摩：上调小米目标价20%至24港元摩根士丹利发表报告表示，小米下半年积极因素包括公司智慧手机市场占有率提升，并期待公司能在新手机游戏的发布下，游戏业务动能强劲，该行上调小米目标价20%至24港元。高盛：升小米目标价至22.5元高盛发表报告表示，小米公布今年第二季业绩预期，期内收入录535亿人民按年升3%，高于该行及市场原预期各1%及5%，期内非国际财务报告准则经调整盈利录34亿人民币按年跌7%，高于该行及市场预期各5%及40%。该行称，上调对小米目标价由原来14.3元升至22.5元，此相当综合2021年及2022年预测市盈率20倍，维持“买入”评级。中信证券：小米集团业绩略超预期，维持“买入”评级中信证券发布研报称，小米集团中报业绩略超预期，海外扩张带动业绩上行，公司手机销量受益于欧洲市场快速提升，均价受益于5G及高端新机推动上行。智能手机业务方面，随着全球范围内封锁解除，公司销量恢复明显，7月印度智能手机日均激活量已经超过1月疫情前水平72%，其他境外已恢复到120%，下半年预期向好，维持“买入”评级。以上内容不代表华盛的立场，不构成华盛相关的任何投资建议。在做出任何投资决定前，投资者应根据自身情况考虑投资产品相关的风险因素，并于需要时咨询专业人士意见。别掉队！创业板步入20%涨跌幅时代，紧抓历史性大机会，开户畅享6大福利>>免责声明：自媒体综合提供的内容均源自自媒体，版权归原作者所有，转载请联系原作者并获许可。文章观点仅代表作者本人，不代表新浪立场。若内容涉及投资建议，仅供参考勿作为投资依据。投资有风险，入市需谨慎。","news_type":1},"isVote":1,"tweetType":1,"viewCount":914,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}