美银证券研究报告指，上调小米(01810.HK) 第三季销售预测4%至910亿元人民币(下同)，以反映较好的智能手机交付量及电动车稳健的销量，亦上调实际经营收入预测3%至53亿元，主要因为较好的规模及配件价格的回落或导致毛利向上。该行指，公司第四季的智能手机销量会因为年底优惠及新型号推出而进一步增长，而明年及2026年走势正面，主要受惠于新兴市场的需求更强以及小米成功打入高档市场。同时，公司电动车亦录得强劲需求，料因为较佳的规模及产品组合，毛利可进一步改善，SU7 Ultra及SUV将有助提高销量及平均售价；而物联网的销售及毛利也应维持快速增长。
该行上调公司今年至2026年经调整盈利预测9%至13%，以反映正面因素，相应将目标价由22港元大升至32港元，重申评级“买入”。(vc/k)(港股报价延迟最少十五分钟。沽空资料截至 2024-11-06 12:25。)
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