大行評級|高盛:上調小米目標價至58港元 預計第四季收入按年增長44%
高盛發表報吿指,在過去幾個月推出多項具成本競爭力、基準領先及開源的人工智能LLM後,使用個案不斷增加,相信小米已準備好以更有效率的方式提升其人工智能技術能力,利用人工智能擴展其“人車家”生態系統並推高銷售,構建操作系統級AI代理及無處不在生態系統。該行對其目標價由38港元上調至58港元,評級“買入”。高盛預計,小米去年第四季收入為1050億元,按年增長44%,非國際財務報吿準則淨利潤為66億元,按年增長34%。扣除EV業務及其他虧損9億元后,料核心經調整淨利潤為75億元。
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