美股異動 | 通用汽車(GM.US)盤前跌4% 遭富國銀行下調目標價
格隆匯5月12日丨通用汽車(GM.US)美股盤前跌3.97%報35.79美元。富國銀行分析師Colin Langan下調通用汽車評級至“跑輸大市”,將通用目標價從74美元下調至33美元。Langan表示,市場可能低估了近期原材料價格上漲的持久性,且沒有考慮到美國近期激進的燃油經濟性標準(CAFE)的影響。由於這兩個因素,通用可能將不顧盈利能力,被迫銷售成本更高的純電動汽車,以滿足CAFE標準。Langan稱:“我們擔心,2022年可能會成為這些公司利潤的頂峯,他們將越來越多地被迫吸收賣更多純電動汽車的損失,以應對2026年在美國的監管障礙。”

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