《大行報告》摩通料內地汽車股短期股價波動 偏好比亞迪(01211.HK)、蔚來(NIO.US)及中升(00881.HK)
摩通發表研究報告指,受惠於內地政府近期進取的刺激經濟政策,或放寬疫情相關的限制及隔離措施,內地汽車股在過去一個月強勁反彈10%;該行表示,不少投資者已預料到「重開」這個因素,但其發展速度是令人意外。
該行表示,近期或進入到明年首季時,內地汽車股或會出現波動,甚至回調。該行偏好比亞迪(01211.HK),主要是其盈利表現及穩健需求的能見度。
而較長遠或以一年時間時間範圍內來看,該行維持對明年內地汽車表現的看法,料表現與2019年相似,當時市場在計算了未來需求的復甦。在此情況下,該行偏好蔚來(NIO.US)及中升(00881.HK),以反映兩者今年初至今的股價表現及明年盈利增長等因素。
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