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《大行報告》大摩相信小鵬汽車-W(09868.HK)股價15日內將升 評級「增持」
摩根士丹利發表技術研究報告,相信小鵬汽車-W(09868.HK)股價未來15日內將升,發生此概率料70%至80%,維持「增持」評級,目標價275元。 大摩稱,小鵬汽車第三季收入57.2億元人民幣,按季增長52%,原因是銷售量按季增長48%,平均銷售價格按季增長約3%。汽車毛利率是另一個亮點,由第二季的11%進一步擴大到第三季的13.6%,這可能是由於規模的擴大和更有利的產品組合所導致。雖然第四季3.45萬至3.65萬輛的銷量指引似乎很保守,但大摩認爲是反映對供應不確定性的謹慎態度,小鵬汽車最近的新訂單及積壓訂單仍保持強勁。
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