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大行唱好汽車股,大幅上調長城汽車和比亞迪目標價
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1.摩根士丹利將長城汽車(02333)評級由“減持”上調至“與大市同步”,目標價由16港元升56.2%至25港元。報告中稱,該行短期內對公司持審慎態度,因關注其估值水平及供應限制問題,但也指公司長期相關的透明度正在持續迎來改善。
2.麥格理重申比亞迪股份(01211)“跑贏大市”評級,目標價大幅上調38%至265港元。該行稱,公司分拆半導體業務於A股上市將獲批,相信可利好股價表現;此外,管理層預計6月新能源車銷售環比增26.3%至4萬輛。
3.花旗將小鵬汽車(XPEV)的目標價從50.30美元上調至56.30美元,維持“買入”評級。分析師表示,公司在港股上市將擴大投資者的範圍,考慮到更強勁的銷售前景和不斷提升的產品競爭力,分析師將小鵬汽車2021年的交付量預期小幅上調至7.1萬輛。

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