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大行評級|摩根大通:下調耐世特評級至“中性” 指該股在股價急升後的估值已合理
格隆匯 02-17 15:47
摩根大通發表研報指,隨着比亞迪高級輔助駕駛系統的發佈,耐世特的股價自今年2月6日起已上升50%。摩通表示,雖然比亞迪“天神之眼”系統的推出,可能意味中國汽車市場將更快採用L2+高級自動駕駛功能,但該行並沒有看到對於線控轉向應用的直接好處,而線控轉向是耐世特於過去一週股價上升50%的主要驅動力。另外,摩通將耐世特H股評級由“增持”下調至“中性”,並指該股在股價急升後的估值已合理,故維持對該公司的業績及盈利預測不變,目標價定於5.5港元不變。
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