《大行報告》大摩:小鵬-W(09868.HK)遭阿里(09988.HK)減持可緩解不明朗 大幅回調為買入良機
大摩發表評級報告指,阿里(09988.HK)計劃減持小鵬-W(09868.HK)(XPEV.US)2,500萬股,這或加強看淡短期股價表現人士的信心,但該行相信可解除威脅,同時視大幅回調為買入良機。
該行表示,是次減持對小鵬汽車股價造成的直接影響應是暫時性且可控制的。基於股票流動性充足,在尋找買家接手及於公開市場內消化均是可行,並不特別痛苦。該行給予其目標價為25.4美元,其評級為「增持」。(ca/u)
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