高盛:2023年基本面環境充滿挑戰
高盛分析師Mark Delaney發佈研報,予特斯拉(TSLA.US)“買入”評級,目標價爲205美元;予通用汽車(GM.US)“買入”評級,目標價爲42美元;予福特汽車(F.US)和Rivian Automotive(RIVN.US)“中性”評級,予Lordstown Motors(RIDE.US)“賣出”評級。
Delaney預計疲弱的宏觀背景將“導致2023年的基本面環境充滿挑戰和動盪”。由於新冠病毒感染人數增加,Delaney將2022年第四季度全球汽車產量預測從2190萬輛下調至2160萬輛,但將2023年全球汽車產量預測從8270萬輛上調至8480萬輛,這“完全是由中國推動的”。他還將2023年和2024年美國經季節調整年化銷量(SAAR)預測分別從1550萬輛和1650萬輛下調至1450萬輛和1600萬輛。
因爲2023年的價格和組合可能會成爲阻力,Delaney將繼續對汽車製造商股票進行篩選。他繼續看好特斯拉和通用汽車。
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