大摩中国 BEST 会议要点:小米、万国数据、小鹏……

智通财经网
14 Jan

小米(首选,目标价35港元)关键要点2025 年电动汽车的显著增长以及智能手机和 AIoT(人工智能物联网)的强劲发展是重新评级的关键催化剂。智能手机,小米将在 2025 年瞄准国内外市场的持续份额增长。其目标是在未来几年实现总出货量 2 亿台,这有助于提升其在智能手机供应链中的地位。电动汽车,2025 年的出货目标为 3 万辆,是 2024 年出货量的两倍多。YU7 将于 2025 年 6 月 ...

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