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大行評級|星展:大幅上調小米目標價至80港元 上調今明兩年盈利預測
格隆匯 03-24 13:35
星展發表研究報吿指,中國政府正在加速類人型機器人的發展,小米憑藉其人工智能建模、電子機械整合和大規模製造能力,有望在該領域處於領先地位。集團自主開發的SoC、LLM進展及成熟的生產生態系統,為工業、家庭和辦公室應用的商業化奠定基礎。星展表示,由於類人型機器人可望在2025及2026財年將小米的人力成本分別降低18.8%和21.9%,該行將期內盈利預測分別上調7.4%及11.3%,並預計2027財年的盈利增長率為24.3%。該行維持小米的“買入”評級,目標價由52港元大幅上調至80港元,相當於預測今年動態市盈率1.6倍及市盈率52倍。
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