大摩:小米SU7 Ultra推出标志豪华车之旅开端!上调小米目标价至62港元,股价有望在2030年前突破100港元

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格隆汇5月9日|摩根士丹利发表报告,认为小米SU7 Ultra的推出标志着其豪华车之旅的开端,第二款电动车YU7的推出也可能在今年成为重要的正面催化剂。与此同时,AIoT和智能手机部门正展现积极势头。该行将小米目标价由45港元上调至62港元,当于今年非IFRS市盈率40倍。该行料小米的股价有望在2030年前突破100港元。据该行分析显示,凭借小米电动车和智能手机+AIoT+互联网业务作为双增长引擎...

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