德銀:建議逢低買入,重申蔚來目標價70美元
在蔚來汽車(NIO.N)公佈了喜憂參半的第四季度業績後,德意志銀行分析師Edison Yu重申對該公司的 “買入”評級,目標價70美元。
Yu表示,蔚來2021年的交付量可能達到10萬輛,不過他保守預計交付量將爲9.6萬輛,較此前的預測多出6000輛。Yu認爲,隨着蔚來品牌知名度的上升,公司將有望成爲中國高端汽車市場的領導者。此外,他表示,還有幾個尚未開發的領域存在增長機會。
蔚來可能通過建立合作關係來開發不同的品牌,以迎合中端/大衆市場。公司的自動駕駛系統NAD的訂閱模式也將爲其帶來機遇。Yu指出,公司將在今年下半年進軍歐洲市場,而投資者可能低估了其產品在歐洲的潛在銷量。總體而言,Yu認爲,蔚來有能力進行積極的投資,擴大其服務網絡,並提高自動駕駛軟件/工程能力。近日該股股價走勢疲軟可能是買入良機。
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