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《大行报告》大摩升小米(01810.HK)评级至「增持」 下调舜宇(02382.HK)目标价至208元
阿思达克 04-14 11:06
大摩就大中华科技相关硬件企业股份发表报告,指小米(01810.HK)具有潜在价值,其人工智能物联网(AIoT)及互联网服务的潜在发展被低估,因市场只关注短期盈利表现,而非行业长期发展。该行采取与市场不同估值方法,对小米手机业务估值较低,对其AIoT及互联网服务估值较高,相信长期而言,结合手机、AIoT及互联网的发展模式的盈利能力及竞争力将较高。上调小米评级,自「中性」升级至「增持」,目标价自24元上调至31.5元。

另外该行对舜宇(02382.HK)评级同为「增持」,指其新订单於未来数月有望突破,并相信舜宇可把握车载镜头发展机遇,指自动驾驶车辆发展将带动车载镜头需求,於2021年至2025年期间将成为重要增长因素,目标价则自235元下调至208元。

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