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《大行》建銀國際升小鵬(XPEV.US)目標價至25.6美元 評級「跑贏大市」
阿思達克 05-23 10:13
建銀國際研究報告指,受惠於營運效率提升,小鵬汽車-W(09868.HK)(XPEV.US)2025年首季毛利率改善至15.6%,管理層重申對2025年第四季度實現淨利潤轉正的指引,主要支撐因素爲當季將推出的三款新車型,包括G7、新款P7以及一款全新混動SUV。此外,公司預計於2026年推出首款人形機器人。 該行認爲,新車型與新技術的密集落地提振了投資者信心,市場普遍預期小鵬將成爲以科技爲導向的新能源汽車初創企業中,引領自動駕駛的領軍者之一;維持「跑贏大市」評級,美股目標價由24.5美元上調至25.6美元。
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