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大行評級|大摩:比亞迪普及智能駕駛 預計同行難以及時作迴應
格隆匯 02-11 13:06
摩根士丹利發表研報指,比亞迪舉行智能化戰略發佈會,宣佈正式發佈高階智駕系統“天神之眼”,首批搭載該系統共有21款車型,標誌着比亞迪將L2+自動駕駛輔助系統(ADAS)推向大眾市場,預料將增強其品牌影響力。雖然現有車型的折扣可能會更大,但同時推出多款普及智駕的新車型,可能會使競爭對手難以及時作出反應。大摩又指,安全性是比亞迪的重要賣點之一,公司將ADAS視為現代安全氣囊的相似產品,鑑於其股價在過去一個星期已累升20%,對比同期恒指升6%,認為進一步的上升將取決於短期內的訂單轉化,以及其卓越的性價比會否抵銷其智駕先發優勢,預期公司可能要進一步將現有車型價格降低,加劇價格戰風險。大摩現時對比亞迪評級為“與大市同步”,目標價270港元。
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