招财日报2024.5.9｜小米集团业绩前瞻点评_老虎社区_美港股上老虎

招财日报2024.5.9｜小米集团业绩前瞻点评

招银国际05-09

公司点评小米集团（1810 HK，买入，目标价：23.77港元）-1Q24业绩预览：期待强劲业绩表现，提升目标价至23.77港元我们预计小米1Q24收入、经调整归母净利润将同比上升26%/67%，至752亿/54亿元人民币。我们的收入/经调整净利润预测是5%/19%高于市场一致性预期，我们认为强劲的业绩表现将来自手机市场份额显著提升、各产品线亮眼的毛利率表现以及核心费用率的有效管控。从手机部门来看...

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