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《大行報告》美銀證券升蔚來-SW(09866.HK)評級至「買入」 目標價上調至202元
美銀證券發表報告指,蔚來-SW(09866.HK)(NIO.US)的銷售改善,預期今年下半年會有更佳的毛利率,且其估值吸引,因此將集團股份評級由「中性」升至「買入」,目標價上調至202港元。 該行表示,集團有強勁的型號週期及訂單積壓,其中「ET7」車款已於3月開始付運,「ES7」亦預期將於6月推出,及8月開始交貨。 美銀又認爲,蔚來的估值吸引,現價相當於一年預測企業價值/銷售比率1.7倍,較歷史平均低一個標準差。
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