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大行對績後特斯拉的看法有分歧,比亞迪被列入確信買入名單
今日看點
1.高盛將比亞迪股份(01211)列入確信買入名單,目標價313港元,該行認爲,在全球鐵電池需求加快增長的背景下,比亞迪在兩方面具吸引力,在鋰鐵磷酸鹽刀片電池技術方面處領先地位,另公司不斷提升鋰鐵磷酸鹽電池產能,爲外部銷售定位產品。
2.RBC升特斯拉(TSLA)目標價至745元,認爲特斯拉整車毛利率強勁;而花旗維持“賣出”評級,表示該公司的業績更新不會改變長期的“牛熊爭辯”。
3.Cantor Fitzgerald將百健(BIIB)的目標價格從435美元下調至427美元,並維持“中性”評級,該行稱,市場對Aduhelm上市持懷疑態度和擔憂來自禮來的潛在競爭。
【特斯拉、比亞迪股份等支持10倍槓桿日內交易】

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