《大行報告》匯豐研究下調小鵬-W(09868.HK)目標價至131元 評級「買入」
匯豐研究發表報告指,小鵬-W(09868.HK)第二季業績符合預期,相信第三季銷量指引基本上已反映在股價。該行預計推出G9新車型後,第四季銷量和利潤率將開始提高,維持「買入」評級,將小鵬(XPEV.US)美股目標價由37美元降低至34美元,港股目標價由143港元降低至131港元。
匯豐研究預計,小鵬明年將推出一款中型SUV和高端新車型,有助改善產品組合。另分別上調今明兩年淨虧損預測8%,以反映今明兩年收入預測分別下調9%和1%,因為同行新優質電動車型供應增加,預計內地電動車市場競爭第四季起將變得更加激烈。
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