《大行報告》瑞銀升理想汽車(LI.US)目標價至49美元 評級「買入」
瑞銀發表研究報告指,理想汽車(LI.US)股價於公布去年第四季業績後經歷如過山車般的走勢,在盈利好轉、強勁指引和預期發布新產品的推動下,首兩日上升達30%,但在「Mega」新車款訂單令人失望後股價又回落至原來水平。
該行提到,理想的「Mega」新車款外形受到批評,部分投資者認為此代表公司純電動車計劃的失敗。雖然車款推出首三日的訂單表現不佳,只有三千至四千輛,令投資者的期望下降,但該行相信可有措施補救,包括提供更多種顏色、增加裝飾和推出針對性的廣告。
瑞銀上調理想汽車今年銷量預測至70萬輛,並調升其今年至2026年盈利預測33%至40%,反映高營運槓桿及L系列汽車的勢頭強勁。該行又將理想汽車美股目標價由45美元升至49美元,評級維持「買入」。
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