《大行報告》摩通上調蔚來(NIO.US)目標價至10.5美元 評級「中性」
摩根大通發表報告指,蔚來(NIO.US)今年第二季度業績遜於該行及市場預期。雖然6.2%的汽車毛利率略高於該行預期的4.9%,但較預期高的營運支出拖累盈利表現。
該行表示,管理層在業績電話會議上特別提到公司在大眾市場的新品牌「Alps」、手機業務等方面的舉措,並計劃將現有產品升級至新平台。
摩通歡迎公司的有關舉措,並提高對其今年下半年至2025年的銷量預測,又認為公司毛利率基本符合市場預期,但現金消耗、高營運成本和大眾市場的競爭或仍會是挑戰。
該行上調蔚來美股目標價,由9美元升至10.5美元,評級維持「中性」。
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