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美股異動丨理想汽車盤前漲超6%,5月交付量同比增16.7%+獲高盛上調目標價

理想汽車(LI.US)盤前漲超6%,報29.5美元。消息面上,理想汽車公佈,5月交付量達40856輛,同比增長16.7%。另外,理想MEGA Home在5月下旬開啓交付根據訂單的狀況,理想MEGA的穩定交付量預計可以達到2500-3000輛/月,相比2024款的穩定月交付量實現150%-200%的增長。

高盛發表研究報告指,理想汽車今年首季毛利及公認會計原則(GAAP)淨利潤分別較該行預期高6%及21%,主要因汽車銷量較高。該行將其美股目標價由31.7美元上調至35.3美元,予“買入”評級。該行預期,L系列改款及MEGA家庭版配合持續的OTA服務更新軟件,將於第二及第三季推動銷量。(格隆匯)

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