《大行報告》高盛下調小米(01810.HK)目標價至29.5元 評級「買入」
高盛發表報告指,小米在投資者會議中表示會透過高端化、擴展全渠道(Omni-Channel)銷售和海外擴張,以提升全球智能手機領導地位,及透過「智能手機+物聯網」策略提振收入及盈利能力,加強該行對小米建設性看法。高盛維持小米「買入」評級,目標價則由34元下調至29.5元。
高盛說,由於半導體短缺下調手機出貨量預測,下調全球手機售銷售均價預測,以及下調物聯網和互聯網服務收入預測,因此將小米2021至2023年各年收入預測分別下調3%、5%及6%。
小米董事長雷軍預計小米汽車將於2024年上半年正式量產。高盛估計,小米會推出3至4款車,並估計會建立數百間門店分銷汽車。
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