大行评级｜高盛：小米持续推进高端化策略予其“买入”评级及目标价53.5港元

中金财经2025-12-29

高盛发表研究报告指，小米最新发布17 Ultra智能手机系列，产品线更丰富，反映其持续推进高端化策略；预期进入明年，高端化仍是小米的首要任务，相信小米将进一步于中国渗透价位在6000元以上的市场，并将加速发展海外高端产品市场。　　高盛亦提到，小米今年加快AI发展，相信未来会将自研芯片组、澎湃OS及MiMo大语言模型整合到一个可能于2026年发布的AI原生消费终端当中，继续看好集团在其人...

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精彩评论

Tigger虎虎虎
01-16
Tigger虎虎虎
$小米集團-W(01810)$ Where are you? Where's the buyer? Long time no see!
- MHEDYT:
  小数点是不是给错了会不会是5.35
- 王富贵儿168:
  亏麻了[喷血]
- Tigger虎虎虎:
  Paper tiger
- Tigger虎虎虎:
  Paper tiger?
- Tigger虎虎虎:
  [无语] [无语] [无语]
aivnet
2025-12-29
aivnet
我看到35元

发表看法

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data-views=\"0\"></v-v>&nbsp; Where are you? Where's the buyer? Long time no see!","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集團-W(01810)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; Where are you? Where's the buyer? Long time no see!","text":"$小米集團-W(01810)$ Where are you? Where's the buyer? Long time no see!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/522243363775696","repostId":2595204597,"repostType":2,"repost":{"id":"2595204597","kind":"highlight","pubTimestamp":1766987821,"share":"https://www.laohu8.com/m/news/2595204597?lang=zh_CN&edition=full","pubTime":"2025-12-29 13:57","market":"hk","language":"zh","title":"大行评级｜高盛：小米持续推进高端化策略 予其“买入”评级及目标价53.5港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2595204597","media":"中金财经","summary":"高盛发表研究报告指，小米最新发布17 Ultra智能手机系列，产品线更丰富，反映其持续推进高端化策略；预期进入明年，高端化仍是小米的首要任务，相信小米将进一步于中国渗透价位在6000元以上的市场，并将加速发展海外高端产品市场。　　该行予以小米“买入”评级，目标价53.5港元。","content":"<html><body><p>　　<a href=\"https://laohu8.com/S/GS\">高盛</a>发表研究报告指，<a href=\"https://laohu8.com/S/XIACY\">小米</a>最新发布17 Ultra智能手机系列，产品线更丰富，反映其持续推进高端化策略；预期进入明年，高端化仍是<a href=\"https://laohu8.com/S/01810\">小米</a>的首要任务，相信<a href=\"https://laohu8.com/S/81810\">小米</a>将进一步于中国渗透价位在6000元以上的市场，并将加速发展海外高端产品市场。\r\n\r\n　　高盛亦提到，小米今年加快AI发展，相信未来会将自研芯片组、澎湃OS及MiMo大语言模型整合到一个可能于2026年发布的AI原生消费终端当中，继续看好集团在其人车家全生态战略下，仍处于多年生态扩张的早期阶段，又指稳健的资产负债表、强大的生态整合能力，以及因深入参与供应链而具备的成本优势，将提升其在电动车领域的竞争力。\r\n\r\n　　该行予以小米“买入”评级，目标价53.5港元。\r\n\r\n　　 </p></body></html>","source":"zhongjincaijing_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>大行评级｜高盛：小米持续推进高端化策略 予其“买入”评级及目标价53.5港元</title>\n<style 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href=\"http://sc.stock.cnfol.com/gushizhibo/20251229/31899235.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","LU0314109678.HKD":"MANULIFE GF DRAGON GROWTH \"AA\" (HKD) INC","LU0051755006.USD":"摩根大通中国A (dist)","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU0449509016.USD":"HSBC GIF BRIC EQUITY \"AC\" (USD) ACC","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","LU0210526637.USD":"JPM CHINA \"A\" (USD) ACC","LU1481107354.HKD":"HSBC GIF HONG KONG EQUITY \"AD\" (HKD) INC","LU0700851271.USD":"NINETY ONE GSF EMERGING MARKETS MULTI-ASSET \"A\" (USD) ACC","LU0254981946.USD":"HSBC GIF BRIC MARKETS EQUITY \"AC\" (USD) ACC","LU0594300179.USD":"FIDELITY CHINA CONSUMER \"A\" (USD) ACC","LU1868837565.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"1\" (USD) ACC","LU0417516902.SGD":"Allianz China Equity Cl AT Acc 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[无语]","text":"[无语] [无语] [无语]","html":"[无语] [无语] [无语]"}],"langContent":"EN"},{"id":515978326848672,"gmtCreate":1766991929874,"gmtModify":1766991933087,"author":{"id":"4194770148802240","authorId":"4194770148802240","name":"aivnet","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4194770148802240","idStr":"4194770148802240"},"htmlText":"我看到35元","listText":"我看到35元","text":"我看到35元","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/515978326848672","repostId":2595204597,"repostType":2,"repost":{"id":"2595204597","kind":"highlight","pubTimestamp":1766987821,"share":"https://www.laohu8.com/m/news/2595204597?lang=zh_CN&edition=full","pubTime":"2025-12-29 13:57","market":"hk","language":"zh","title":"大行评级｜高盛：小米持续推进高端化策略 予其“买入”评级及目标价53.5港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2595204597","media":"中金财经","summary":"高盛发表研究报告指，小米最新发布17 Ultra智能手机系列，产品线更丰富，反映其持续推进高端化策略；预期进入明年，高端化仍是小米的首要任务，相信小米将进一步于中国渗透价位在6000元以上的市场，并将加速发展海外高端产品市场。　　该行予以小米“买入”评级，目标价53.5港元。","content":"<html><body><p>　　<a href=\"https://laohu8.com/S/GS\">高盛</a>发表研究报告指，<a href=\"https://laohu8.com/S/XIACY\">小米</a>最新发布17 Ultra智能手机系列，产品线更丰富，反映其持续推进高端化策略；预期进入明年，高端化仍是<a href=\"https://laohu8.com/S/01810\">小米</a>的首要任务，相信<a href=\"https://laohu8.com/S/81810\">小米</a>将进一步于中国渗透价位在6000元以上的市场，并将加速发展海外高端产品市场。\r\n\r\n　　高盛亦提到，小米今年加快AI发展，相信未来会将自研芯片组、澎湃OS及MiMo大语言模型整合到一个可能于2026年发布的AI原生消费终端当中，继续看好集团在其人车家全生态战略下，仍处于多年生态扩张的早期阶段，又指稳健的资产负债表、强大的生态整合能力，以及因深入参与供应链而具备的成本优势，将提升其在电动车领域的竞争力。\r\n\r\n　　该行予以小米“买入”评级，目标价53.5港元。\r\n\r\n　　 </p></body></html>","source":"zhongjincaijing_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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href=http://sc.stock.cnfol.com/gushizhibo/20251229/31899235.shtml><strong>中金财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>高盛发表研究报告指，小米最新发布17 Ultra智能手机系列，产品线更丰富，反映其持续推进高端化策略；预期进入明年，高端化仍是小米的首要任务，相信小米将进一步于中国渗透价位在6000元以上的市场，并将加速发展海外高端产品市场。\r\n\r\n　　高盛亦提到，小米今年加快AI发展，相信未来会将自研芯片组、澎湃OS及MiMo大语言模型整合到一个可能于2026年发布的AI原生消费终端当中，继续看好集团在其人...</p>\n\n<a href=\"http://sc.stock.cnfol.com/gushizhibo/20251229/31899235.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","LU0314109678.HKD":"MANULIFE GF DRAGON GROWTH \"AA\" (HKD) INC","LU0051755006.USD":"摩根大通中国A (dist)","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU0449509016.USD":"HSBC GIF BRIC EQUITY \"AC\" (USD) ACC","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","LU0210526637.USD":"JPM CHINA \"A\" (USD) ACC","LU1481107354.HKD":"HSBC GIF HONG KONG EQUITY \"AD\" (HKD) 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大行评级｜高盛：小米持续推进高端化策略 予其“买入”评级及目标价53.5港元

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大行评级｜高盛：小米持续推进高端化策略予其“买入”评级及目标价53.5港元