美股異動丨小鵬汽車盤前升約1% 獲高盛上調評級至“買入”
小鵬汽車(XPEV.US)盤前升0.97%,報18.75美元。高盛發研報指,內地汽車行業產能仍然在擴張,供應相對分散;行業盈利能力有所改善,但可能只是暫時性的;而首季的現金流、營運資本及資產負債表的狀態出現惡化。展望未來,該行認為首季一般都是全年最差的季度,往後的情況可能漸趨穩定。即使政府已介入以助穩定價格,但長期穩定需要行業內部整合,期間削減成本或有幫助。該行將小鵬汽車評級由“中性”升至“買入”,美股目標價24美元,因見到一系列包括供應鏈重整等措施,有助重塑集團產品及成本結構的競爭力,令銷量持續增長及利潤率改善的可見度更高。(格隆匯)

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