大行評級|美銀:自動駕駛零件的潛在需求擴大 一舉上調耐世特評級至“買入”
美銀證券發表報告指出,自動駕駛(AD)能力已成爲消費者選購電動車時的關鍵考量因素之一。比亞迪日前宣佈其汽車智能化戰略及高級智能駕駛系統“天神之眼”,將智能駕駛的入門門檻降低至中低價位乘用車。該行預計吉利等其他中國龍頭車企將於未來兩至三個月推出類似功能,並引發新一輪行業競爭,未能跟上自動駕駛技術發展的汽車品牌將可能繼續失去消費者的關注,進而喪失市場份額。另鑑於政府補貼帶來的前置需求,該行料中國汽車代工生產商去年第四季盈利符合預期。該行認爲,隨着比亞迪及其他龍頭車企將自動駕駛入門門檻降低,相關自動駕駛零件的潛在需求得以擴大。該行將耐世特的評級由“跑輸大市”一舉上調至“買入”,目標價由2.8港元升至6.4港元,預期公司於2024至2026年的盈利增長穩固,期內盈利年均複合增長率料達57%。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.