《大行報告》大和:大眾7億美元投資小鵬-W(09868.HK)應是雙贏策略
大和發表報告指,大眾公布向小鵬汽車-W(09868.HK)(XPEV.US)投資7億美元,雙方達成技術合作框架協議,共同開發兩款大眾汽車品牌電動車型,計劃2026年登場。該行相信,是次合作能幫助小鵬汽車變現在自動駕駛技術的投資,同時幫助大眾贏得內地新能源汽車市場份額,故認為這次合作應是雙贏策略。
不過,大和予小鵬美股「沽售」評級,因憂慮小鵬面對來自比亞迪(01211.HK)及吉利(00175.HK)的激烈競爭,因小鵬產品定價已跌入競爭最激烈的市場範圍。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.