大行評級 | 招銀國際:維持小米目標價16.41港元 重申“買入”評級
招銀國際發表研究報吿指,小米昨天召開董事長年度演講,發佈一系列產品。該行認為MIX Fold 3的大部分規格升級符合預期,考慮到高昂的BOM成本和同行類似的定價策略,與之前版本相比沒有降價並不奇怪。展望未來,該行看好小米的高端化策略,包括快速拓展摺疊屏手機市場、產品創新、智能機器人開發和邊緣人工智能應用。考慮到盈利復甦和智能新能車的上升空間,認為風險回報具有吸引力。基於2024財年24倍市盈率,維持目標價16.41港元,重申“買入”評級。
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