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《大行》 高盛升小米(01810.HK)目標價至66元 秋發布會有正面驚喜 評級「買入」
阿思達克 09-26 10:10
高盛發表研究報告指,其虛擬參加了小米集團(01810.HK)於9月24至25日,在慕尼黑和北京舉行的「Xiaomi秋季2025發布會」,小米在中國發布了小米17旗艦智能手機系列,豐富其產品線(17、17 Pro和17 Pro Max),並在國際市場發布15T系列,同時升級HyperOS 3.0,以及6款全新高端AIoT產品,涵蓋平板、電視、路由器、智能音箱以及白色家電,後者在歐洲市場首發。 高盛對小米以下方面感到正面驚喜,包括其智能手機17 Pro在差異化創新功能上,具有競爭力的價格,或吸引更多消費者從基礎型號,轉向同時擴大其消費者基礎;小米推出YU7 Max和SU7 Ultra的定制服務,顯示其致力於鞏固中國高端汽車市場領導地位,使豪華服務體驗大眾化;又宣布從2025年起,銷售的所有小米空調均享10年免費保固服務,包括中央空調,顯示小米透過提升服務產品來爭取中國空調市場份額。 高盛適度上調小米12個月SOTP基礎目標價至66港元,原本目標價為65元港元;並將估值基準從2025年底延伸至2026年中,這被2025至2027財年每股盈利預測下調2%至3%所抵消;評級「買入」。
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