焦点板块及个股 | 小米;泡泡玛特;思科;有道;巴西金融行业;印度经济点评

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Aug 20

小米 (1810 HK; 52.4港元; 目标价: 69港元) 二季度业绩超预期,新能源汽车和家电表现强劲小米2025年第二季度总营收和调整后净利润分别同比大增30.5%/75.1%至1160亿/109亿元,超出市场预期。超预期主要来自AIoT与新能源汽车业务。大家电销量延续强劲,同比增长66%,出货与ASP(平均售价)均提升。新能源汽车收入同比大增230%,交付8.1万辆,ASP同比提升10%,...

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