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牛熊異動 | 比亞迪牛證漲超100%
uSMART盈立智投 11-20 14:37

汽車板塊再掀熱潮,比亞迪股份持續攀升,截至發稿,漲超7%,看漲衍生品比迪瑞銀一八牛B(54472.HK)漲超100%。

花旗發表研究報告指,10月份國內乘用車銷售來自一二線城市銷售貢獻爲36%,而三四線城市爲64%,其中豪車市場在銷售旺季佔比下跌,中國品牌市佔率則上升。

該行看好本土品牌,相信明年情況會持續,推薦“買入”吉利、長汽、廣汽及比亞迪,分別給予目標價41、15.9、13.09、276.1港元。

該行指,10月份乘用車銷售在一二城市按月跌8%,三四線城市升2%,其中中國品牌銷售跑贏市場。分類方面,豪車市場在一二城市和三四線城市分別按月跌15%及14%,而中國品牌分別爲跌1%及升7%。

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