金吾财讯 | 小米集团-W（01810）近日受多重消息推动，盘中股价反弹上行，截至发稿，报28.88港元，涨幅4.03%，成交额11.81亿港元。消息面上，小米8月24日正式发布三款玄戒自研芯片：面向旗舰手机的SoC玄戒O3、面向端侧大模型计算的高带宽AI加速芯片玄戒O100，以及面向智能驾驶的高算力芯片玄戒D100。其中，O3将在今年进入量产设备，O100和D100则则计划于明年才正式商用。另有市场传闻称，小米或与台积电合作生产智能手机芯片。此外，财通证券新近研究指，公司汽车业务规模稳步扩张，手机高端化支撑价增，IoT及互联网保持稳健。26Q2汽车毛利率19.2%；手机ASP创新高，但存储涨价拖累毛利率降至8.5%；IoT毛利率20.1%；互联网毛利率76.8%。该机构认为，公司整体盈利基础较为稳固，后续核心关注汽车放量及手机业务毛利稳定性。
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