《大行報告》大摩料小鵬(XPEV.US)未來45天股價上升 首季交付量弱已被反映
摩根士丹利發表研究報告指,小鵬汽車(09868.HK)(XPEV.US)近日被拋售,導致短期估價變得相對吸引,因此預料其股價在未來45日內有約70%至80%機率會上升。
該行指出,小鵬今年首季交付量表現疲弱的負面因素,相信已反映在近期股價表現上。憧憬次季起銷量有望回升,與此同時集團與股東德國車企福士汽車可能透露更多合作細節,以及小鵬或會公布新車型推出周期與更多先進駕駛輔助系統(ADAS)的發展進度等,大摩預期將對其股價帶來正面影響。
大摩目前給予小鵬美股目標價18美元,評級為「增持」。
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