《大行》美银证券升小米(01810.HK)目标价至35元季绩符预期展望正面

阿斯达克财经10:41

美银证券发表报告，小米(01810.HK) 第三季业绩大致符合预期，调整后盈利为62亿元人民币，较该行预测高出3%，因此将2024至2026年调整后盈利预测上调4%至17%，以反映业绩及核心业务与电动车的积极前景，预计未来两年电动车出货量将有更好的表现，重申对小米的“买入”评级，目标价从32元上调至35元。

美银证券称，第三季小米电动车销售占总收入的一成，毛利率按季扩大至17.1%，预计第四季毛利率将进一步因规模效应及产品结构改善而扩大，预计未来两年电动车的出货量将分别达到30万辆及40万辆，受惠于SU7的强劲需求、明年推出新SUV型号以及明年下半年第二阶段工厂或会扩张。(mn/a)(港股报价延迟最少十五分钟。沽空资料截至 2024-11-18 16:25。)

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《大行》美银证券升小米(01810.HK)目标价至35元 季绩符预期展望正面

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《大行》美银证券升小米(01810.HK)目标价至35元季绩符预期展望正面