高盛上调小米AIoT第三季及第四季的收入预测各5%，及2025年至2026年的预测3%，亦上调今年至2026年集团收入及经调整纯利0至2%。该行预期10月将是小米一个强劲的月份，主要反映在三个方面，包括SU7交付量的增加;在月底前推出的小米15系列。Goldman Sachs raised revenue forecasts for Xiaomi's AIoT in the third and fourth quarters by 5% each.
As reported by Sina Finance app, Goldman Sachs issued a research report reaffirming a "buy" rating for Xiaomi Corporation-W (01810), with the target price raised from 27.5 Hong Kong dollars to 27.8 Hong Kong dollars.
The report states that Xiaomi Group continues to demonstrate inspiring performance under the "Human x Car x Home" strategy, particularly showing confidence in the strong data of AIoT in the third quarter. This is due to continuous market share growth in key verticals (such as white appliances, high-end televisions) and the domestic trade-in program.
Goldman Sachs raised revenue forecasts for Xiaomi's AIoT in the third and fourth quarters by 5%, and for the years 2025 to 2026 by 3%. It also increased the group's revenue and adjusted net profit for this year to 2026 by 0 to 2%. The bank expects October to be a strong month for Xiaomi, mainly reflected in three aspects: an increase in SU7 deliveries; the launch of the Xiaomi 15 series by the end of the month.
