大行评级丨星展银行：小米集团估值有望上调，受益于其在各业务板块持续提升的市场份额

格隆汇08-21

星展银行(DBS)分析师在研报中表示，小米集团-W(1810.HK)估值有望上调，主要受益于其在各业务板块持续提升的市场份额。分析师指出，公司凭借物联网（IoT）业务驱动的利润率扩张及电动车（EV）业务的稳健增长，有望在长期内抵消全球智能手机增长乏力所带来的拖累。星展银行强调，IoT已经成为结构性盈利驱动因素，并呈现广泛增长态势。小米的智能大家电（空调、冰箱、洗衣机等）市场份额持续提升。同时，公司...

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