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_老虎社区_美港股上老虎

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。

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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","LU0449515922.USD":"HSBC GIF GLOBAL EMERGING MARKETS EQUITY \"PC\" (USD)ACC","LU0359201612.USD":"贝莱德中国基金A2","BK1523":"武汉本地概念股","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","BK1610":"ETF&股票定投概念","LU0797268264.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (HKD) ACC","LU0605514214.HKD":"FIDELITY CHINA CONSUMER \"A\" (HKD) ACC","LU1720050803.USD":"安联全方位中国股票基金","LU0214875030.USD":"HSBC GIF BRIC EQUITY \"M2C\" (USD) ACC","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","LU0149721374.USD":"HSBC GIF HONG KONG EQUITY \"AD\" INC","LU0231483743.USD":"abrdn SICAV I - ALL CHINA 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