市场要闻丨美银上调目标价65%,比亚迪会是下一个中国神华吗?
被投行大幅调高目标价,比亚迪会是下一个中国神华吗?
近日比亚迪涨势汹汹,A股、H股均创下历史新高。今年年内,比亚迪A股累计涨幅达到247%,H股累计涨幅更是达到317.18%。
比亚迪年初至今港股股价变动
这还不够,外资给比亚迪添了把火。美银美林也大幅上调了比亚迪H股目标价至179港元,涨幅高达65%。这不是外资第一回”加火“,此前瑞银大幅调高煤气中国神华目标价,将其股价带向巅峰。
2007年10月11日,瑞银分析师Ghee Peh在研报中将中国神华港股目标价由35.15港元大幅调高187%至101港元,在中国神华股价不到40港元且公司基本面未发什么较大变化的情况下,该研报震惊股市。即使大家对这份研报颇为质疑,但它如同一剂强心针。研报发布后,10月11日收盘,中国神华港股大涨35.66%,A股涨幅也达到11.74%。
但中国神华还是未能达到瑞银报告所预测,反倒走向下披路,2008年10月份,中国神华A股创下股价历史最低,港股也达到了研报发布以来的低点。
比亚迪的股价是否能够如外资所愿,还是复刻神华老路,有待商榷。
区别于中国神华的煤炭行业,比亚迪所属的新能源汽车行业目前形势大好,而比亚迪既有销量也有技术。9月,比亚迪新能源汽车销量达到19048辆,位列第二。公司此前发布的刀片电池,也为其带来新的增长点。比亚迪或许会和中国神华走出不一样的路。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.