大摩：维持小米集团-W(01810)“增持”评级 目标价为19港元
大摩发布报告称，维持小米集团-W(01810)“增持”评级，目标价为19港元。公司第三季收入同比升1%至709亿元人民币，毛利率同比增长6.1个百分点至22.7%创历史高，令人惊喜。因研发成本上升令营运支出同比升8%，被行政费用成本的节省所抵销。该行又指，智能手机毛利有惊喜，成为小米估值重评催化剂。
该行认为，因旗舰机型小米14销售强劲，相信即使华为手机回归，小米市占率维持稳固，加上海外交付量持续改善，该行相信第四季整体智能手机交付量持续上升，同时毛利率或保持韧性。研发费用上升或少许拖累营运利润，但全新电动车拟明年上半年推出，或会成为正面推动力。
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