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大行評級|大摩:看好“造車新勢力” 憧憬廣汽及敏實等具增長前景
摩根士丹利發表研報指,在中國汽車及共享出行市場中看好具有深度價值及投資題材的股份,同時亦推薦已遭大幅拋售的股份,預料部分公司受到扭虧為盈的預期所支持。由於市場預期降低,令近期汽車相關股價出現回調,大摩表示將維持持平的行業觀點,相信去年乘用車銷量走強,並不會破壞行業週期性,在行業銷售增長可能乏力的情況下,建議投資者尋找主題性投資機會,例如智能駕駛技術的應用趨普及等。大摩看好“造車新勢力”,即理想、小鵬及蔚來,在自動駕駛技術領域中看好禾賽科技,另外亦憧憬廣汽及敏實等具增長前景,均予“增持”評級。大摩又將美東汽車及長汽評級下調至“與大市同步”,認為前者新車業務將受到抑制,而後者則是缺乏有競爭力的電動車新車型推出,目標價分別下調至5.1港元及11.5港元。
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