EGOoi
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16:40
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HSTECH Turned Positive In Afternoon Trading. Innscience Up 7%; Baidu Up 6%; Mobvista, Dobot And Weride Up 4%
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11-06
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09-18
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07-14
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05-28
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【大行评级丨花旗:对小米开启90天上行催化观察 列举多项短期催化因素】花旗发表报告指,小米第一季业绩胜预期,IoT和电动车业务前景令人鼓舞,大型家电业务仍处于高增长阶段,管理层认为自建厂房及自行研发核心零组件有提升毛利的潜力。管理层对小米电动车的竞争力充满信心,并相信产品实力是盈利能力的关键。但由于全球智能手机市场疲弱,先前的智能手机出货量目标(1.8亿部)可能会微调,但产品组合将有所改善。 总体而言,该行目前预测小米2025年智能型手机出货量为1.75亿部,毛利率12.7%;2025至2027年间电动车出货量分别为40万、70万及100万辆,毛利分别为24.1%、25.3%及27%。业绩公布后,该行看到入市机会,认为短期催化因素包括投资者日(6月3日)、YU7正式上市(6/7月)及YU7订单增加、AI智能眼镜上市等,开启90天上行催化观察,重申“买入”评级,目标价73.5港元。
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2024-12-27
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Cathie Wood Takes Profit On Hot AI Stock Palantir Again, Continues To Sell Block Shares Amid Bitcoin Buzz
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2024-12-23
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Stock Track | MARA Holdings Plunges 5.25% in Pre-Market as Bitcoin Selloff Intensifies on Fed's Hawkish Stance
avatarEGOoi
2024-08-09
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@jazzyxx:$ARM Holdings Ltd(ARM)$ Yes there's definitely projection - we're not there yet, but investors should be wary of investing in an equity that is 90% owned by a volatile investment fund in a market under pressure. If the Japanese market keeps sinking, particularly the trading houses and banks, it's only natural to expect levered investment firms and funds to struggle mightily. If this is a one-off and the Japanese market bounces back strong, then there's nothing to worry about.

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