小米”到位了“?瑞银:估值已包含最乐观预期,产能或限制电车业务爆发

华尔街见闻
10 Mar

自2025年初以来,小米股价已累计上涨近60%,表现远超市场预期。对于公司后市前景,目前市场存在分歧。瑞银在3月10日的报告中将小米股价评级下调至中性,同时上调目标价格至60港元。瑞银分析师表示,小米目前股价已达到分析师最乐观的情景预期。公司目前估值已经达到40倍前瞻市盈率(NTM PE),远高于其5年平均水平的22倍。小米进一步上涨的催化剂存在,但所需执行条件极为苛刻。分析师认为,小米电车业务...

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