小米集团-W(01810)午前股价上涨3.39%,现报51.80港元,成交额47.36亿港元。
小米集团将于5月27日发布一季度业绩。富瑞预计小米集团年首季业绩胜预期,主要得益于人工智能物联网(AIoT)业务。报告指,预期今年首季,小米电动车SU7的销量将按季升9%至约7.4万辆,平均售价则持平。该行又指,虽然市场主要聚焦于小米的电动车业务,但认为集团的物联网(AIoT)是另一个被低估的业务,有机会为短期盈利带来正面惊喜;而小米在设计、成本及性能方面的优势,以及其线上、线下的营销知识,均有望推动市场份额快速增长。
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