小米发布多款新品,高盛上调目标价至62港元

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5月19日,小米宣布将于5月22日发布SUV车型YU7、自研芯片玄戒O1及小米15SPro手机。高盛认为,小米凭借资产负债表优势与软硬件整合能力,有望构建全球最大消费级智能生态系统。预计小米一季度AIoT收入同比增长约50%,高端化战略稳步推进。高盛维持“买入”评级,将目标价上调至62港元,预计SU7和YU7交付量分别达32万和8.5万辆。此外,小米AIoT业务表现亮眼,大家电和平板电脑成重要...

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