Name: 大行评级丨大摩：升小鹏目标价至66.4港元上调销售预测重申“增持”评级
Uploaded: 2024-11-07T05:02:16.000Z
Duration: 45 s

大行评级丨大摩：升小鹏目标价至66.4港元上调销售预测重申“增持”评级

摩根士丹利发表报告指，小鹏汽车(9868.HK)今年首十个月共交付智能电动汽车12.25万部，达到该行之前全年预测的87%。基于驱动因素和一些不利因素，如短期供应限制和季节性因素，该行将小鹏2024至2026年交付预测上调13至29%，高于市场预期。重申“增持”评级，以捕捉下一个人工智能大趋势，目标价由45.6港元上调至66.4港元。大摩期待小鹏从今年AIDay开始展示其多项技术储备，并持续扩充车用与非车用产品线的产能，在激烈的智慧型电动车竞赛中，可能持续提升其护城河。

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大行评级丨大摩：升小鹏目标价至66.4港元上调销售预测重申“增持”评级

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