大行评级|大摩:予小米“增持”评级 看好YU7为显著催化剂

格隆汇06-27

摩根士丹利发表研究报告指,小米推出第二款电动车YU7,起售价为25.35万元,较SU7的价格高,该行料可为2025至26年的平均售价及利润率带来正面影响。另外,该行亦见到YU7的订单量有惊喜,开售3分钟即有20万辆订单,一小时内已有28.9万辆,高于SU7开售4分钟的1万辆,及开售首27分钟的5万辆。 该行重申其看法,认为小米的电动车将为行业带来冲击,而YU7会是显著的催化剂。该行亦曾强调预期至2030年,小米整体收入规模可达1万亿元,而净利润可达1,000亿元。如是者,小米市值可达2.5万亿元,YU7的成功有助加速此进程。该行现予其目标价62港元及“增持”评级。

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