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《大行報告》里昂削小鵬(09868.HK)目標價至55元 評級「買入」
里昂發表報告指,小鵬汽車-W(09868.HK)今年第三季收入按年增長19.3%,淨虧損增加到24億人民幣。該行預計新的P7、SUV和MPV將由明年上半年開始陸續交付,將拉動小鵬的收入恢復到高增長。 由於疫情和車型更換周期的影響,該行將小鵬今年的收入預測下調28%至327億人民幣,認為市場在美聯儲局加息後更加關注公司的盈利能力,將估值方法改為P/GP,並將對小鵬汽車H股目標價從136元降至55元,維持「買入」評級。
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