大行評級|大和:上調小米目標價至50港元 多重催化劑提升估值
大和發表報告指,考慮到近期人工智能熱炒以及小米宣佈推出SU7 Ultra,重新審視預測,預計公司去年第四季總收入按年增長44%至1060億元,non-GAAP純利將達65億元,較市場預測高21%。隨着人工智能商品化的趨勢,相信小米將成爲尖端AI的主要受惠者,政府補貼和新的電動車模型等也是短期催化因素。
基於經修訂的電動車平均售價及IoT收入假設,大和上調對小米2024至2026年每股盈利預測4%至19%,重申“跑贏大市”評級,並將目標價由31.5港元上調至50港元。
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