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《大行報告》中金:小米(01810.HK)進軍電動車屬其戰略關鍵 進入未來十年新時代開端
阿思達克 03-31 15:53
就小米集團(01810.HK)正式批准智能電動車業務立項,首期投資為100億元人民幣,預計未來十年投資額100億美元,中金報告認為,重申小米「跑贏行業」評級及目標價34元,指其拓展電動車業務,是該公司所提出「5G X Alot」(人工智能與物聯網)戰略的關鍵部份,相信此亦代表了小米進入未來十年的新時代的開端。

該行指,小米截至去年底手頭現金達1,080億元人民幣,員工達3萬人,具強勁研發團隊,相信公司已有充足資源以進軍電動車業務。但無論如何,電動車業務需要大量資本及先進技術,該行料小米仍需要較長時間以推進相關業務。

中金認為,小米短期估值或有上調空間,將關注投資者願意給予其電動車業務的估值水平,而小米已定下未來十年「AI+IoT」戰略,相信電動車會成其中關鍵,對小米未來十年影響重大。

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