中金发表报告,预计小米第三季经调整净利润将按年增长1.3%至60.65亿元,单季度收入有望创历史新高。考虑储存价格趋缓、汽车交付量及毛利率环比提升趋势,上调2024和2025年经调整净利润预测各20.2%和37.9%,至各252.81亿和322.59亿元。报告指,小米第三季中国市场手机市占率亮眼。小米当前股价对应预测2024和2025经调整市盈率年24.3和18.5倍。该行维持对其“跑赢行业”评级...
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