大行评级｜中银国际：汽车股中看好小米、吉利汽车及蔚来均予“买入”评级

格隆汇09-18

中银国际研究报告指，港股整体汽车股股价年初至今仍落后于各基本面指标，认为两者的差别主要是因为市场对宏观市场及汽车行业的悲观情绪。该行指，踏入今年第四季，亦是传统汽车旺季，料在拥有强劲产品周期，而且估值处于历史低位的代工厂商带动下，整体行业估值会大幅反弹。该行看好小米、吉利汽车及蔚来。该行重申对小米“买入”评级，指10月下旬推出新产品将会是下一个催化剂，料SU7的每月交付量会在第四季突破2万辆，以及...

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wyyyyyyi
09-18
wyyyyyyi
现在市场对于小米汽车的预期越来越乐观了，主要是SU7上市成功让大家认清了小米汽车的实力

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class=\"meta\">\n\n\n2024-09-18 10:19 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20240918102025956bb4d0&s=b><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>中银国际研究报告指，港股整体汽车股股价年初至今仍落后于各基本面指标，认为两者的差别主要是因为市场对宏观市场及汽车行业的悲观情绪。该行指，踏入今年第四季，亦是传统汽车旺季，料在拥有强劲产品周期，而且估值处于历史低位的代工厂商带动下，整体行业估值会大幅反弹。该行看好小米、吉利汽车及蔚来。该行重申对小米“买入”评级，指10月下旬推出新产品将会是下一个催化剂，料SU7的每月交付量会在第四季突破2万辆，以及...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20240918102025956bb4d0&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"80175":"吉利汽车-R","81810":"小米集团-WR","01810":"小米集团-W","NIO":"蔚来","XIACY":"小米集团ADR","09866":"蔚来-SW","00175":"吉利汽车"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20240918102025956bb4d0&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2468410163","content_text":"中银国际研究报告指，港股整体汽车股股价年初至今仍落后于各基本面指标，认为两者的差别主要是因为市场对宏观市场及汽车行业的悲观情绪。该行指，踏入今年第四季，亦是传统汽车旺季，料在拥有强劲产品周期，而且估值处于历史低位的代工厂商带动下，整体行业估值会大幅反弹。该行看好小米、吉利汽车及蔚来。该行重申对小米“买入”评级，指10月下旬推出新产品将会是下一个催化剂，料SU7的每月交付量会在第四季突破2万辆，以及2025年初为下一个电动车产品而推出的推广活动。该行亦予吉利“买入”评级，料市场上调盈利预测有助带动其估值复苏，短期催化剂包括市场对下半年旗舰车型的反应以及集团层面上持续的经营整合。至于蔚来，受较强的新产品周期带动，有出现有意义的亏损受窄及现金流改善，维持“买入”评级及目标价9美元。此外，该行维持比亚迪“买入”评级及目标价265港元。","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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大行评级｜中银国际：汽车股中看好小米、吉利汽车及蔚来 均予“买入”评级

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大行评级｜中银国际：汽车股中看好小米、吉利汽车及蔚来均予“买入”评级