《大行報告》高盛上調小米-W(01810.HK)目標價至14.7元 評級「中性」
高盛發表報告指,小米-W(01810.HK)董事長雷軍將於下周一(14日)舉行年度主題演講,並將進行年度新產品發布會,預計可能會發布兩款高端機型,包括搭載Leica相機鏡頭的可折疊手機 MIX Fold 3,以及搭載聯發科天璣 9200+ SoC 和 PixelWorks X7 顯示處理器的紅米K60 Ultra。
小米將於8月底公布次季業績,該行預計總收入將按年跌5%至660 億元人民幣,經調整淨利潤料達38億元人民幣,核心經調整淨利潤料達53億元人民幣,維持2023至2025年收入預測基本不變,但將小米整體及核心非國際會計準則下經調整盈利預測分別上調15%及9%。
高盛並將小米目標價從14.2元上調至14.7元,保持「中性」評級,以反映對全球智能手機需求維持審慎看法,預計今明兩年小米出貨量將達到1.4億及1.52億部。
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