《大行報告》大摩升小米(01810.HK)評級至「增持」 下調舜宇(02382.HK)目標價至208元
大摩就大中華科技相關硬件企業股份發表報告,指小米(01810.HK)具有潛在價值,其人工智能物聯網(AIoT)及互聯網服務的潛在發展被低估,因市場只關注短期盈利表現,而非行業長期發展。該行採取與市場不同估值方法,對小米手機業務估值較低,對其AIoT及互聯網服務估值較高,相信長期而言,結合手機、AIoT及互聯網的發展模式的盈利能力及競爭力將較高。上調小米評級,自「中性」升級至「增持」,目標價自24元上調至31.5元。
另外該行對舜宇(02382.HK)評級同為「增持」,指其新訂單於未來數月有望突破,並相信舜宇可把握車載鏡頭發展機遇,指自動駕駛車輛發展將帶動車載鏡頭需求,於2021年至2025年期間將成為重要增長因素,目標價則自235元下調至208元。
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