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野村:小米(01810.HK)未披露玄戒芯片及新電動車更新 維持「中性」評級
阿思達克 09-26 10:11
野村報告指,小米(01810.HK)昨日(25日)舉行2025年下半年新品發布會,發布小米17系列、Pad 8、小米電視、路由器、智能音箱及家電。小米首席執行官雷軍發表年度演講,講述自2017年以來自研晶片開發的歷程。管理層表示,基於蘋果和華為的經驗,成功關鍵在於專注內部設計最頂級的智能手機應用處理器。 報告指,雷軍未提供玄戒芯片將推出的任何更新,亦未提及新電動車型號的時間表及產能擴充計劃,發布會缺乏亮點。該行維持對小米「中性」評級及目標價61元。
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