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大行評級|海通國際:上調小米目標價至59.1港元 上調今明兩年盈利預測
格隆匯 03-31 15:33
海通國際發表報吿指,隨着高端化和海外擴張,預計小米2025財年智能手機平均售價和銷量將繼續上升。2025年開始的物聯網和智能手機補貼將進一步推動出貨量。小米HyperOS 2.0 強化人x車x家的AI整合,加速IoT銷售。SU7 Ultra於2025年第一季推出,YU7預計於2025年第三季推出,預計將推動電動車年出貨量達35萬輛。考慮到更高的電動車銷量和利潤率,該行將2025和2026年盈利預測分別上調42%和86%,目標價由33.5港元上調至59.1港元,維持“跑贏大市”評級。
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