You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
Rivian或成行業領頭羊!
uSMART盈立智投 12-06 22:29

在Rivian Automotive(RIVN.US)IPO靜默期結束後,Wedbush分析師Daniel Ives給予該股“跑贏大盤”評級,目標價爲130美元,這意味着該股較目前水平將上漲約25%。

據瞭解,電動汽車初創公司Rivian於今年11月初上市,發行價爲每股78美元,融資規模高達120億美元,創造了今年全球規模最大的IPO,同時也是美國證交所史上第六大IPO。

另外,自IPO以來,該公司股價最高漲至179美元,市值一度達到1590億美元,成爲全球第三大最有價值的汽車製造商[特斯拉(TSLA.US)和豐田(TM.US)位居前二]。自那以後,由於對估值過高和宏觀經濟擔憂的擔憂,該股在投資者獲利了結中回落。

Ives表示,Rivian是一家“堅定的電動汽車初創公司”,專注於用創新的R1S和R1T車型重新定義運動型多功能車。他補充說,在新能源車領域,電動皮卡還是一片空白,該公司正尋求戰略性地進軍一個尚未開發的市場。

該分析師表示,Rivian的首款車型R1T和R1S預計將於2022年初推出,與通用汽車(GM.US)旗下純電動版悍馬皮卡、福特汽車(F.US)的電動F-150“閃電”皮卡、特斯拉的電動皮卡車Cybertruck展開競爭,並在未來10年顛覆汽車業。

Ives稱,Rivian有潛力在未來十年成爲電動汽車行業的領導者之一,並補充說,在上市之前,該公司已經獲得了超過100億美元的資金,其中亞馬遜(AMZN.US)擁有近20%的股權,除此之外,2019年,亞馬遜和Rivian共同設計了EDV系列電動貨車,並率先下單採購了Rivian 10萬輛用於最後一英裏的物流交付。

此外,亞馬遜創始人貝索斯更是親自帶貨,在今年7月的太空旅行中,貝索斯正是乘坐Rivian的R1T和R1S在萬衆矚目中往返火箭,直播的主持人還特別介紹了Rivian汽車。

最後,Wedbush表示,在未來10年內,特斯拉將失去約2.5萬億美元的市場機會,另外還有2.5萬億美元可供爭奪,而Rivian則有很強的潛力成爲這個市場的領導者,並佔據可觀的市場份額。因此,到2025年,該公司的估值應該以完全規模化的單位數量計算。

Rivian上週五收跌5.51%,報104.67美元。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.
uSMART
Wealth Growth Made Easy
Open Account