野村:特斯拉新電極或消除鈷的負面情緒 維持洛鉬(3993.HK)買入評級
野村發表研究報告指,特斯拉正在為一種新電極,即NCA(鎳鈷鋁)申請專利,該電極很可能將用於其內部新電池,認為該消息或消除鈷的負面情緒,因此維持洛陽鉬業(3993.HK)目標價3.3港元,以及買入評級。
野村認為,有關新技術的更多細節將在特斯拉的電池日發佈,預計將於5月的第三週發佈。該行認為,當下遊應用的需求恢復時,預計鈷價格將在今年餘下時間逐步恢復。

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