《大行報告》大和:比亞迪(01211.HK)、小鵬(XPEV.US)、理想(LI.US)及力勁(00558.HK)股價回調提供買入機會
大和發表報告,認為特斯拉(Tesla)(TSLA.US)宣布在新疆首開設展銷廳後導致電動車股回調,為比亞迪(01211.HK)、小鵬(XPEV.US)、理想汽車(LI.US)和力勁科技(00558.HK)等股提供了良好的買入機會,基於該些公司的基本面強勁。
大和指出,福特和通用汽車也在新疆設有展廳,如果美國政府決定採取行動,將對美國三大汽車製造商均採取行動,估計美國政府除了重申在新疆問題上的立場外,可能很難採取嚴厲的行動,由於Tesla只開設了展廳而不是工廠,預計其在中國的供應鏈不會受到任何影響,估計Tesla的股價很快就會回升。
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