麦格理：汽车业务翻倍助力小米2026营收上调目标价至54港元

新浪财经01-08

麦格理分析师Cherry Ma在报告中指出，受电动汽车业务收入预计翻倍以及物联网业务稳步增长的推动，小米有望在2026年维持营收增长。Ma下调了手机销量的预测，预计2026年销量将下降13%，但更高的平均售价应能抵消存储成本的上升，从而拉动该板块收入。在新款车型上市及现有车型强劲表现的支撑下，电动汽车销量有望超出公司目标。物联网业务增速可能放缓，不过海外市场的扩张和产品高端化进程应能部分...

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Tigger虎虎虎
01-19
Tigger虎虎虎
$小米集團-W(01810)$ Just talking, no doing? It's 40% off～
- Tigger虎虎虎:
  Just Waiting for inflow
- 股神扒光特:
  目标而已

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data-views=\"0\"></v-v>&nbsp; Just talking, no doing? It's 40% off～","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集團-W(01810)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; Just talking, no doing? It's 40% off～","text":"$小米集團-W(01810)$ Just talking, no doing? It's 40% off～","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/523319919842416","repostId":2601357570,"repostType":2,"repost":{"id":"2601357570","kind":"news","pubTimestamp":1767863190,"share":"https://www.laohu8.com/m/news/2601357570?lang=zh_CN&edition=full","pubTime":"2026-01-08 17:06","market":"hk","language":"zh","title":"麦格理：汽车业务翻倍助力小米2026营收 上调目标价至54港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2601357570","media":"新浪财经","summary":"麦格理分析师Cherry Ma在报告中指出，受电动 汽车 业务收入预计翻倍以及 物联网 业务稳步增长的推动，小米有望在2026年维持营收增长。Ma下调了手机销量的预测，预计2026年销量将下降13%，但更高的平均售价应能抵消存储成本的上升，从而拉动该板块收入。在新款车型上市及现有车型强劲表现的支撑下，电动汽车销量有望超出公司目标。物联网业务增速可能放缓，不过海外市场的扩张和产品高端化进程应能部分抵消国内家电需求的疲软。麦格理将小米2026年净利润预测下调了0.5%，并将目标价从54.20港元微调至54.00港元。该股此前收盘价为38.02港元。","content":"<html><body><article><p>麦格理分析师Cherry Ma在报告中指出，受电动 汽车 业务收入预计翻倍以及 物联网 业务稳步增长的推动，<a href=\"https://laohu8.com/S/XIACY\">小米</a>有望在2026年维持营收增长。Ma下调了手机销量的预测，预计2026年销量将下降13%，但更高的平均售价应能抵消存储成本的上升，从而拉动该板块收入。在新款车型上市及现有车型强劲表现的支撑下，电动汽车销量有望超出公司目标。物联网业务增速可能放缓，不过海外市场的扩张和产品高端化进程应能部分抵消国内家电需求的疲软。麦格理将<a href=\"https://laohu8.com/S/01810\">小米</a>2026年<span>净利润</span>预测下调了0.5%，并将目标价从54.20港元微调至54.00港元。该股此前收盘价为38.02港元。</p></article></body></html>","source":"tencent","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>麦格理：汽车业务翻倍助力小米2026营收 上调目标价至54港元</title>\n<style 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业务稳步增长的推动，小米有望在2026年维持营收增长。Ma下调了手机销量的预测，预计2026年销量将下降13%，但更高的平均售价应能抵消存储成本的上升，从而拉动该板块收入。在新款车型上市及现有车型强劲表现的支撑下，电动汽车销量有望超出公司目标。物联网业务增速可能放缓，不过海外市场的扩张和产品高端化进程应能部分...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260108172104a4ab6d45&s=b\">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","LU0117841782.USD":"JPM GREATER CHINA \"A\" (USD) INC","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","LU0499858602.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) ACC","LU1868838027.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"8\" (USD) ACC","LU0235996351.USD":"UBS (LUX) KEY SELECTION SICAV - ASIAN EQUITY (USD) \"P\" (USD) ACC","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","LU2226246903.HKD":"ALLIANZ TOTAL RETURN 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麦格理：汽车业务翻倍助力小米2026营收 上调目标价至54港元

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麦格理：汽车业务翻倍助力小米2026营收上调目标价至54港元