摩根士丹利：三条可行建议
摩根·2025-05-13 01:02
M Idea May 11, 2025 10:00 PM GMT Asia | Asia Pacific Three Actionable Ideas Xiaomi – OW | Will Semiconductor – OW | Accton Technology – OW OW – Xiaomi (1810.HK): We believe the launch of Xiaomi's SU7 Ultra has kicked off its luxury car journey, and the launch of its second EV, YU7, could also be a significant positive catalyst in 2025. Raise PT to HK$62. OW – Will Semiconductor (603501.SS): We dive into the AI glasses supply chain and identify key potential semiconductor beneficiaries if AI glasses shipment ...