《大行》國泰海通證券升小米(01810.HK)目標價至77.7元 YU7訂單數據有驚喜
國泰海通證券發表研究報告指,小米(01810.HK)發布新車型YU7後,發售3分鐘的訂單量已突破20萬輛、首一小時預訂28.9萬輛。開售18小時後,YU7鎖單量已突破24萬台,數據令市場驚喜,反映出消費者極強的消費意願。小米二期工廠已於4月22日順利完成規劃驗收,並按規劃在7、8月投產,投產後兩期工廠將提供總計30萬輛的額定年產能。
報告提到,小米又發布AI眼鏡,預計消費性電子方面供應鏈的經驗可重複使用至AI眼鏡,同時AI眼鏡作為下一代端側AI入口之一,可望打通小米人車家生態,極具戰略意義。
該行分別上調小米營業收入至4,861億、6.311億及7,569億元人民幣,經調整淨利潤預測增至441億、584億及728億元人民幣,調升公司目標價至77.7港元,續予「增持」評級。
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