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美股異動丨小鵬汽車盤前漲超1% 獲多家機構上調目標價

小鵬汽車(XPEV.US)盤前漲1.52%,報18.68美元。瑞銀髮報告指,在DeepSeek的出現震驚股市後,認爲投資者現在願意爲AI的潛力分配一些投資,而專注於AI的小鵬是一間值得注意的汽車公司。考慮到風險承受能力的潛在變化,將其評級由“沽售”上調至“中性”,目標價由8.8美元上調至18美元。瑞銀稱,雖然研發資源分散在多個項目,但這亦顯示出管理層對AI技術的承諾,認爲管理層在下一次季度業績電話會議中強調AI的應用將成爲近期的股價催化劑。高盛亦指,小鵬汽車去年末季交付9.2萬輛新能源乘用車,按年增52%,按季增97%。該行降小鵬2024及2025年non-GAAP純利預測分別2%至6%,以反映Mona銷售佔比增加拉低毛利率,但升non-GAAP純利預測2%,以反映經營槓桿利好。該行延展估值基礎一年,港股目標價由原先50港元升至57港元,評級中性。(格隆匯)

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