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《大行》大摩: 小米(01810.HK)新手機及電動車客製化服務或成正面催化劑 目標價62元
阿思達克 09-26 10:19
摩根士丹利研究報告指,小米集團-W(01810.HK) 周四(25日)發布其旗艦智能手機——小米17系列,包括三款型號——17、17 Pro及17 Pro Max。Pro及Pro Max型號配備全新後置螢幕,這是一項創新設計。結合優良的產品質量及吸引人的價格,大摩認為小米17系列的銷售表現很可能超預期。此類新產品可能加速小米在高端智能手機市場的份額增長。 與此同時,小米已在其電動車業務中啟動「客製化服務」。大摩表示,該服務將推出五種新定制顏色、兩種新內飾設計以及其他新功能,如定制標誌、安全帶等。雖然初期數量非常有限,每月僅40輛,但相信「客製化服務」將成為小米電動車的關鍵競爭優勢。一旦新電動車工廠的利用率提升,「客製化服務」很可能擴展至大多數型號,幫助小米維持穩健的新訂單流。 大摩維持小米集團「增持」評級,目標價62元,將該股定位行業內首選。
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