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大行評級丨中銀國際:調高小米盈利預測,目標價最新看高至58.2港元
格隆匯 02-18 12:03
中銀國際調高小米集團(1810.HK)去年盈利預測,小米AI將受惠DeepSeek等,上調小米目標價16.4%,由50港元調高至58.2港元,重申“買入”評級,相信小米可再次脫穎而出,成爲今年科技股“頂流”。中銀國際調高小米2024至2026年度盈利預測,其中今年盈利預測上調2.39%,至209.79億元人民幣,營業額微升0.53%,至3626.05億元人民幣;今明兩年盈利預測上調15.5%及15.9%,至357.11億及480.34億元人民幣。催化劑包括其智能電話、智能手錶等受惠舊換新補貼、推出將智能眼鏡以及新車型U7 Ultra等。中銀國際亦調高今明兩年汽車銷售預測至36萬輛及60.5萬輛,汽車相關業務明年虧損料收窄至11.35億元人民幣,2026年盈利預測調高至82億元人民幣。
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