大行評級|中銀國際:上調小米目標價至25.75港元 上調次季經調整淨利潤預測
中銀國際發表研報指,預計小米今年第二季度業績將再次超出預期,主要受惠於小米在智能手機及物聯網領域的高端化戰略、618購物節銷售強勁、海外市場擴張、有效成本控制,以及電動車業務順利提產的因素。該行將小米今年第二季度經調整淨利潤預測,由45億元上調至52億元,並指市場仍普遍低估公司在2024至2026年的盈利潛力。
該行亦指,小米正將其手機及汽車業務的成功,不停地複製到更多物聯網(IoT)的產品線上。在電動車業務方面,與其他造車新勢力初期緩慢的上量速度相比,小米展現出更快的增長軌跡,其首款SU7車型在交付的第三個月就突破每月1萬架的出貨量。
中銀國際將小米目標價由25.72港元上調至25.75港元,並重申“買入”評級。
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