Morgan Stanley: Expects XIAOMI-W's first-quarter smartphone gross margin to exceed expectations, with average selling price hitting a record high

智通財經
2026.05.05 07:06

摩根士丹利發佈研報稱，預期小米集團-W 首季智能手機平均售價將創新高，因要轉嫁成本壓力。即使市場普遍預期受內存成本飆升影響，但該行預計其利潤率反而有望交出優於預期的表現；維持 “增持” 評級，目標價為 45 港元。

智通財經 APP 獲悉，摩根士丹利發佈研報稱，預期小米集團-W(01810) 首季智能手機平均售價將創新高，因要轉嫁成本壓力。即使市場普遍預期受內存成本飆升影響，但該行預計其利潤率反而有望交出優於預期的表現；維持 “增持” 評級，目標價為 45 港元。

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