大行评级｜杰富瑞：上调小米目标价至69.5港元 AIoT有机会为短期盈利带来正面惊喜

金融界2025-05-07

杰富瑞发表研究报告指，预计小米2025年首季业绩胜预期，主要得益于人工智能物联网(AIoT)业务。另外中期而言，家电业务或可带来1000亿元的潜在收入；该行将目标价由63.25港元上调至69.5港元，予“买入”评级。该行预期，今年首季小米电动车SU7的销量将按季升9%至约7.4万辆，平均售价则持平。该行又指，虽然市场主要聚焦于小米的电动车业务，但认为集团的物联网(AIoT)是另一个被低估的业务，...

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