大行评级｜大摩：美国汽车行业将面临更严峻的局面下调通用汽车、福特和Rivian的目标价及评级

港股那点事09-25

摩根士丹利认为，美国汽车行业将面临更严峻的局面，将对该行业的看法从“有吸引力”调整为“符合预期”。大摩将通用汽车的目标价从47美元下调至42美元，评级由“持有”降至“卖出”；对福特的目标价从16美元降至12美元，对Rivian的目标价从16美元降至13美元，评级均由“买入”降至“持有”。大摩指出，美国经销商的库存正在上升，这往往会导致新车价格继续承压。此外，车辆可负担性仍然很差，与疫情前水平相比，...

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大行评级｜大摩：美国汽车行业将面临更严峻的局面 下调通用汽车、福特和Rivian的目标价及评级

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大行评级｜大摩：美国汽车行业将面临更严峻的局面下调通用汽车、福特和Rivian的目标价及评级