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大行評級丨高盛:上調通用汽車目標價至49美元 評級買入
格隆匯 07-18 20:58
格隆匯7月18日丨高盛分析師指出,根據福特汽車和通用汽車的二季度交付報吿,在美國市場,無論是於定價還是車型組合方面,燃油車皆表現強勁。估值方面,分析師指出,自五月初以來,高盛覆蓋的美國汽車股中位數上升了21%,表現優於標普500指數的9%。投資者需密切關注是否有線索顯示,隨着供需平衡會以及因宏觀和事件風險,新車價格有持續的下降風險。高盛預計汽車價格將於2023/24年下半年開始下滑,因為供需區域平衡。高盛給予通用汽車買入評級,目標價從46美元上調至49美元。
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