《大行》Bernstein上調小米(01810.HK)目標價至60元 重申「跑贏大市」評級
法國興業銀行集團旗下研究部門Bernstein發表研報指,小米(01810.HK)今年首季業績表現亮麗,收入按年大幅增長47.4%,毛利率達到創新高的22.8%,盈利更增長161%,考慮到業務發展較預期強,將今明兩年收入預測上調4%及3%,每股盈利預測亦上調28%及16%。
該行認為,小米首季業績向好,部分是來自於智能手機和物聯網產品銷售受到國家補貼政策的推動,但亦源於產品質量提升、技術能力改善以及品牌資產增強,同時看好其電動汽車業務發展前景,重申對小米的「跑贏大市」評級,目標價從55元上調至60元。
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