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港股異動丨汽車股普漲 美東汽車大漲6.46%領漲 機構指長期可關注汽車股
格隆匯 02-12 10:22
格隆匯2月12日丨今日大市延續反彈,汽車股現普漲行情。美東汽車大漲6.46%領漲,永達汽車升5.67%,廣汽集團、吉利汽車、中升控股、比亞迪股份等皆上漲。大和日前研報指,內地武漢肺炎近期新感染宗數有所下降,且大多數集中在湖北省,相信已出現首個轉折點,未來進一步的政支持將有利市場情緒,因此建議長期投資者可挑選情緒復甦的汽車股。次序看好吉利汽車、廣汽集團、永達汽車及中國民航信息,均予其“買入”評級。匯豐研究則指出,豪華汽車的銷售增速強勁,但盈利波動及太依賴銷售毛利率的現象似乎可被改變。預期永達汽車、中升控股及正通汽車在2018至2021年的吸收率都有所改善,帶來了重新評級的機會。正通汽車會因為新型冠狀病毒肺炎疫情受到最大的負面影響,因為其業務在湖北省的覆蓋最高。
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