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美股新能源車普跌
格隆匯3月25日丨美股新能源車普跌,蔚來跌11%,小鵬汽車跌9%,Lordstown Motors跌8%,Rivian、理想汽車跌6%,圖森未來、Lucid跌5%,小牛電動跌2.8%,特斯拉跌1%。大摩3月24日發佈報吿表示,作為許多電池的關鍵成分,中國的碳酸鋰價格在過去一年中已經躍升了五倍,電動汽車電池製造商將需要提高近25%的價格;成本的轉嫁可能推動電動車製造商提價高達15%,並可能打擊需求。 儘管價格上漲,摩根士丹利對特斯拉持超額評級,並定1300美元目標價,比目前價格高出約30%。摩根士丹利表示,電池行業長期變化的空間存在相當的深度,而特斯拉的規模、技術和垂直整合使其相對於其他電動車製造商來説最適合應對這些挑戰。

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