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加拿大皇家銀行:給予通用汽車(GM.N)買入評級 目標價74美元
格隆匯12月28日丨加拿大皇家銀行分析師Joseph Spak在一份報告中表示,汽車行業將在疫情後出現反彈。通用汽車(GM.N)是最主要的傳統汽車製造商之一。儘管通用汽車第三季度營收和盈利都出現下滑,但市場份額卻出現了增長,其股價也上漲了37%。管理層指出銷售和業績相對不佳的根本原因是供應鏈中斷和半導體短缺。但通用汽車正積極投身於向電動汽車的轉變。分析師Joseph Spak指出,到2025年,通用汽車將推出一批純電動汽車,包括悍馬、Lyriq等價格3萬美元的高銷量車型,這些車型將成爲通用汽車30款純電動汽車的一部分。“在我們看來,展示具有競爭力的價格和更好規格的新型Ultium(通用汽車的電池和電機技術平臺)產品是關鍵。”因此,分析師予通用汽車買入評級,目標價爲74美元。
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