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美股異動|理想汽車盤前續漲超10% 首款純電SUV車型i8官圖公佈後獲機構看好

理想汽車(LI.US)盤前續漲超10%,報32.89美元。消息面上,理想汽車的首款電動SUV車型i8公佈側面官圖,i8尺寸略大於Model X,可能更聚焦家用市場。新車有望在上海車展首次亮相,並於上半年正式上市。

里昂發表研究報告指,SUV i8的發佈時機或車輛設計,均超出市場預期。該行指,早前圖片曝光與官方圖片之間不同,尤其車型後面,非常符合主流美學偏好,故料i系列銷售前景更具可見性。該行給予其H股目標價115港元,其評級爲“跑贏大市”。另外,中金指看好公司泛AI佈局,一方面公司近期戰略上ALL IN AI,CEO李想本人於訪談中多次強調公司在基座模型的投入和領先優勢;另一方面,公司智駕基座模型採用端到端+VLM架構,並提及將向VLA架構演進。中金維持理想汽車“跑贏行業”評級,上調H股目標價至155港元。(格隆匯)

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