摩根大通:若小米电动汽车交付量显著增长,其股价有望上涨 15%-20%

凤凰网港股
Aug 13, 2025

摩根大通表示,近期,小米股价因市场对盈利下调的担忧而有所回落,但若其电动汽车交付量能出现显著增长,未来三到四个月内股价有望上涨15%至20%。

包括 Gokul Hariharan 在内的分析师将小米股票列入“正面催化观察名单”,他们预计小米电动汽车的月交付量将在第四季度某个时候达到4万辆。小米电动汽车的月交付量已在3万辆左右徘徊了数月,若能实现增长,将有助于支撑其电动汽车业务的估值。

在过去一个月里,小米的股价表现逊于基准股指,因为投资者预期其下半年的智能手机和物联网核心业务盈利将放缓。摩根大通维持对小米股票的“中性”评级,目标价为60港元。(国际财闻汇)

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