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電動車股有沽壓 蔚來及小鵬續挫5%-8%
港股跌幅擴大,恆指報16,211,跌323點或近2%,科指跌3.3%,報3,474,大市總成交額387億元。 電動車股有沽壓,小鵬-W(09868.HK)曾低見48元、創逾半年低,現報48.5元,挫8%。蔚來-SW(09866.HK)連跌第五天,現報60.75元,續跌4.9%。理想汽車-W(02015.HK)低見131.3元,現報131.8元,跌2.3%。比亞迪(01211.HK)三連跌兼失守10天及20天線,現報202.4元,續跌2.8%。零跑汽車(09863.HK)跌4%、報31.8元。 傳統車股中,吉利(00175.HK)回吐3.4%報8.13元,其餘跌幅少於2.5%。 大摩發表報告指,在中國汽車及共享出行市場中看好具有深度價值及投資題材的股份,同時亦推薦已遭大幅拋售的股份,預料部分公司受到扭虧為盈的預期所支持。由於市場預期降低,令近期汽車相關股價出現回調,該行將維持持平的行業觀點,相信去年乘用車銷量走強,並不會破壞行業周期性,在行業銷售增長可能乏力的情況下,建議投資者尋找主題性投資機會,例如智能駕駛技術的應用趨普及等。大摩看好「造車新勢力」,即理想汽車、小鵬及蔚來。同時,憧憬廣汽(02238.HK)及敏實(00425.HK)等具增長前景,均予「增持」評級。
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