摩根士丹利：料小米次季智能手机付运按季复苏 属潜在拐点评级增持
摩根士丹利发表研究报告指，小米的智能手机出货量自 2021 年第四季以来，连续五个季度下滑。基于去库存基本完成，该行预计，其智能手机出货量将在次季按季复苏，这或属于该股的拐点。该行予集团目标价 15 港元，评级为增持。该行提到，如果其出货量于第一季触底，且之后持续复苏，便极有可能成为集团重新评级的催化剂。该行认为，集团的毛利率将在第二季度保持弹性，这或会继续支持其按年复苏，又相信海外业务的积极势头将有助于改善集团的互联网业务组合。
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