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《大行報告》大摩:小鵬汽車(09868.HK)短期回落提供買入機會 維持「增持」評級
摩根士丹利發表報告指,市場對行業競爭和第三、四季利潤率的擔憂引發近期對小鵬汽車(09868.HK)(XPEV.US)的股票拋售,惟該行認為已屬過度擔憂,維持小鵬(XPEV.US)「增持」評級,目標價25.4美元。 大摩指,近期回調提供買入機會,雖然投資者對內地宏觀前景的擔憂和來自華為等科技公司的更大競爭可能導致小鵬股價進一步波動,但注意到小鵬的股價已跌回獲大眾汽車入股前的水平,惟其營運和戰略機遇正不斷改善。小鵬在G6/G9交付方面持續改進的執行力是恢復市場信心的關鍵。
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