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大摩:予比亞迪股份(1211.HK)“與大市同步”評級 目標價51港元
格隆匯 07-08 16:50

摩根士丹利發佈報告稱,雖然比亞迪(1211.HK)今年第二季的新能源汽車(NEV)銷售疲弱,按年下跌47%,但其半導體業務的分拆取得正面進展,加上特斯拉為電動車生產商帶來有利情緒,刺激比亞迪股價上升。大摩予其“與大市同步”評級,目標價51港元。

大摩還指出,未來需關注比亞迪即將推出的新款電動汽車“漢EV”(HAN EV)、第三季指引的銷售及其電池/半導體/汽車配件業務的分拆進一步進展,以及有關中國新能源汽車市場的任何增長。

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