乘聯會談中概股造車新勢力:高估值也是很好的事情
乘聯會表示,近期的新勢力車企的表現很強,這也是超出了預期,反思起來可能有這樣的原因。新能源車目前在美國市場的一個高價格,雖然也體現了一定的泡沫成分,這種泡沫成分上對未來的一個良好的預期,目前似乎沒有其他的車企或者造車勢力能夠像他們一樣能夠追上特斯拉的發展的線路,美國投資者是認同這個線路和未來的趨勢,因此,給中國的這些在美國上市的車企一個更高的估值,這也是很好的事情。
乘聯會數據顯示,國內主要汽車廠商零售第一、二週日均同比分別增長1%、9%,累計增長8%,呈現前低後高的穩健開局態勢,預計第三週的銷量維持前兩週的強勢表現,日均同比在11.7%左右。第四周的銷量同比增速預計超過20%,但因天數比去年同期多2天,受此影響日均銷量同比約爲-8.8%。綜合估算11月零售將達到214.0萬輛,同比增長11.1%左右。
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