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Wangedmund
2020-12-17
//
@语昕
: 什么玩意都能出建议了,我说做多小鹏,做空蔚来可以不
新能源汽车股还能买吗?大和证券:建议做多蔚来,做空小鹏
Wangedmund
2020-07-08
$NIO Inc.(NIO)$
请交出你们的筹码。有多少收多少。
Wangedmund
2020-07-07
$NIO Inc.(NIO)$
试看谁领风骚。长线持有,绝对有回报。
Wangedmund
2021-01-13
这篇文章不错,转发给大家看
@小老弟liboshen:
$Marathon Patent Group Inc.(MARA)$
今晚比特币涨跌大战mara增发,精彩了[捂脸]
Wangedmund
2020-11-28
$标普500(.SPX)$
r
去老虎APP查看更多动态
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Inc.(MARA)$今晚比特币涨跌大战mara增发,精彩了[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/335386792","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397886567,"gmtCreate":1608219749559,"gmtModify":1703851902276,"author":{"id":"3528133654026513","authorId":"3528133654026513","name":"Wangedmund","avatar":"https://static.tigerbbs.com/82fabeaf6750618138bfee85aac8937f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"//<a href=\"https://laohu8.com/U/3528456824459876\">@语昕</a>: 什么玩意都能出建议了,我说做多小鹏,做空蔚来可以不","listText":"//<a href=\"https://laohu8.com/U/3528456824459876\">@语昕</a>: 什么玩意都能出建议了,我说做多小鹏,做空蔚来可以不","text":"//@语昕: 什么玩意都能出建议了,我说做多小鹏,做空蔚来可以不","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397886567","repostId":"2092577263","repostType":2,"repost":{"id":"2092577263","pubTimestamp":1608212116,"share":"https://www.laohu8.com/m/news/2092577263?lang=&edition=full","pubTime":"2020-12-17 21:35","market":"us","language":"zh","title":"新能源汽车股还能买吗?大和证券:建议做多蔚来,做空小鹏","url":"https://stock-news.laohu8.com/highlight/detail?id=2092577263","media":"腾讯美股","summary":"大和证券发布最新研究报告,开始追踪三只中国电动汽车股票。尤其需要指出的是,在特斯拉有可能发起的价格战威胁之下,小鹏的处境可谓特别脆弱。因此,大和建议的中国电动汽车股票配对交易就是——做多蔚来,做空小鹏。汽车的智能化技术发展将成为大势所趋。凯文·刘并表示,伴随新能源汽车累计销售量在未来三年不断攀升,数据自动采集系统方面预计也会取得更大的进展。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20201217220754327v235jdev2fu9oln\"/><p>2020年当中,在电动汽车股票的飙涨狂潮当中,几家中国玩家的股票也高歌猛进,而在这种背景下,投资者最关心的问题之一无疑就是——这些股票到底还有多少继续上涨的空间?近期,这些股票的价格已经有所回挫,一位大和证券分析师表示,现在也许是时候获利回吐了。</p><p>大和证券发布最新研究报告,开始追踪三只中国电动汽车股票。分析师凯文·刘(Kelvin Lau)给予<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车买进的评级,将每股目标价格确定为59美元。与此同时,这位分析师给予<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>的评级是卖出,目标价格32美元,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>的评级是持有,目标价格是33美元。</p><p>大和这样评判的理由是,将三只中国电动汽车股票的价格与各自的基本面进行比较,理想和小鹏看上去更为昂贵。</p><p>尤其需要指出的是,在<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>有可能发起的价格战威胁之下,小鹏的处境可谓特别脆弱。</p><p>与此同时,理想的电动汽车扩展用户群则对电池电动汽车的电池表现,以及其安全性难免心存疑虑。</p><p>有鉴于此,凯文·刘认为,小鹏和理想其实都面临着销售表现不及预期的潜在威胁。</p><p>将特斯拉作为参照,小鹏2021当前的股价大约相当于2021财年销售额的18倍,显得特别昂贵,而蔚来和理想相应的市销率分别为14和12,看上去就要合理不少。</p><p>研究报告写道:“在我看来,投资者最好先暂时等待一段时间,伴随2022年迫近,这些股票的价格将变得更加合理,而在此之前,小鹏和理想的评级再调整可能性将非常有限。”</p><p>因此,大和建议的中国电动汽车股票配对交易就是——做多蔚来,做空小鹏。</p><p>整体而言,大和还是看好中国电动汽车需求的,他们估计,在2020年和2021年当中,中<a href=\"https://laohu8.com/S/600617\">国新能源</a>汽车总销售量将分别增长9%和32%。</p><p>他们早些时候发布的上一份预期是,2020年下滑5%,2021年增长20%,本次显然有较大力度调升。</p><p>不过,与此同时,中国市场的竞争也将日趋激烈,直接结果就是将对价格形成强大压力。凯文·刘预计,明年很可能将是一个新智能汽车和新能源汽车车型发布的大年。</p><p>特斯拉这样的领先品牌可能会继续执行他们的价格领先策略,占取更多市场份额。</p><p>大和估计,那些售价在15万到30万人民币之间的中档车型,其平均销售价格面临的压力将尤其巨大。</p><p>现在,地方政府已经不再像过去那样对每一家新能源汽车初创企业都倾力支持了,而这可能会导致一些小品牌被市场淘汰。</p><p>汽车的智能化技术发展将成为大势所趋。凯文·刘指出,新能源汽车玩家们将会更加重视那些消费者能够直接感知到的产品特色,比如设计,比如更先进的辅助驾驶系统,比如车内娱乐设施,以及汽车物联网等。</p><p>中国的电动汽车行业还只是刚刚起步,那些新能源汽车企业想要真正将自己与传统车企区别开来,并奠定领先地位,恐怕还需要更长的时间。</p><p>凯文·刘并表示,伴随新能源汽车累计销售量在未来三年不断攀升,数据自动采集系统方面预计也会取得更大的进展。</p><p>蔚来股价今年迄今为止的涨幅已经达到了大约1000%,而小鹏8月27日在美国上市以来上涨了大约133%,蔚来7月30日上市以来上涨了大约95%。(费绿)</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta 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padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n新能源汽车股还能买吗?大和证券:建议做多蔚来,做空小鹏\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-12-17 21:35 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20201217220755773c8a8e&s=b><strong>腾讯美股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2020年当中,在电动汽车股票的飙涨狂潮当中,几家中国玩家的股票也高歌猛进,而在这种背景下,投资者最关心的问题之一无疑就是——这些股票到底还有多少继续上涨的空间?近期,这些股票的价格已经有所回挫,一位大和证券分析师表示,现在也许是时候获利回吐了。大和证券发布最新研究报告,开始追踪三只中国电动汽车股票。分析师凯文·刘(Kelvin Lau)给予蔚来汽车买进的评级,将每股目标价格确定为59美元。...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20201217220755773c8a8e&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/31b71d696bed7d7f2622aa052fa49f99","relate_stocks":{},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20201217220755773c8a8e&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2092577263","content_text":"2020年当中,在电动汽车股票的飙涨狂潮当中,几家中国玩家的股票也高歌猛进,而在这种背景下,投资者最关心的问题之一无疑就是——这些股票到底还有多少继续上涨的空间?近期,这些股票的价格已经有所回挫,一位大和证券分析师表示,现在也许是时候获利回吐了。大和证券发布最新研究报告,开始追踪三只中国电动汽车股票。分析师凯文·刘(Kelvin Lau)给予蔚来汽车买进的评级,将每股目标价格确定为59美元。与此同时,这位分析师给予小鹏汽车的评级是卖出,目标价格32美元,理想汽车的评级是持有,目标价格是33美元。大和这样评判的理由是,将三只中国电动汽车股票的价格与各自的基本面进行比较,理想和小鹏看上去更为昂贵。尤其需要指出的是,在特斯拉有可能发起的价格战威胁之下,小鹏的处境可谓特别脆弱。与此同时,理想的电动汽车扩展用户群则对电池电动汽车的电池表现,以及其安全性难免心存疑虑。有鉴于此,凯文·刘认为,小鹏和理想其实都面临着销售表现不及预期的潜在威胁。将特斯拉作为参照,小鹏2021当前的股价大约相当于2021财年销售额的18倍,显得特别昂贵,而蔚来和理想相应的市销率分别为14和12,看上去就要合理不少。研究报告写道:“在我看来,投资者最好先暂时等待一段时间,伴随2022年迫近,这些股票的价格将变得更加合理,而在此之前,小鹏和理想的评级再调整可能性将非常有限。”因此,大和建议的中国电动汽车股票配对交易就是——做多蔚来,做空小鹏。整体而言,大和还是看好中国电动汽车需求的,他们估计,在2020年和2021年当中,中国新能源汽车总销售量将分别增长9%和32%。他们早些时候发布的上一份预期是,2020年下滑5%,2021年增长20%,本次显然有较大力度调升。不过,与此同时,中国市场的竞争也将日趋激烈,直接结果就是将对价格形成强大压力。凯文·刘预计,明年很可能将是一个新智能汽车和新能源汽车车型发布的大年。特斯拉这样的领先品牌可能会继续执行他们的价格领先策略,占取更多市场份额。大和估计,那些售价在15万到30万人民币之间的中档车型,其平均销售价格面临的压力将尤其巨大。现在,地方政府已经不再像过去那样对每一家新能源汽车初创企业都倾力支持了,而这可能会导致一些小品牌被市场淘汰。汽车的智能化技术发展将成为大势所趋。凯文·刘指出,新能源汽车玩家们将会更加重视那些消费者能够直接感知到的产品特色,比如设计,比如更先进的辅助驾驶系统,比如车内娱乐设施,以及汽车物联网等。中国的电动汽车行业还只是刚刚起步,那些新能源汽车企业想要真正将自己与传统车企区别开来,并奠定领先地位,恐怕还需要更长的时间。凯文·刘并表示,伴随新能源汽车累计销售量在未来三年不断攀升,数据自动采集系统方面预计也会取得更大的进展。蔚来股价今年迄今为止的涨幅已经达到了大约1000%,而小鹏8月27日在美国上市以来上涨了大约133%,蔚来7月30日上市以来上涨了大约95%。(费绿)","news_type":1},"isVote":1,"tweetType":1,"viewCount":1261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":391162853,"gmtCreate":1606500893372,"gmtModify":1703843499524,"author":{"id":"3528133654026513","authorId":"3528133654026513","name":"Wangedmund","avatar":"https://static.tigerbbs.com/82fabeaf6750618138bfee85aac8937f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a>r","listText":"<a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a>r","text":"$标普500(.SPX)$r","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/391162853","isVote":1,"tweetType":1,"viewCount":662,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":949877191,"gmtCreate":1594217588213,"gmtModify":1704204514849,"author":{"id":"3528133654026513","authorId":"3528133654026513","name":"Wangedmund","avatar":"https://static.tigerbbs.com/82fabeaf6750618138bfee85aac8937f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>请交出你们的筹码。有多少收多少。","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>请交出你们的筹码。有多少收多少。","text":"$NIO Inc.(NIO)$请交出你们的筹码。有多少收多少。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/949877191","isVote":1,"tweetType":1,"viewCount":1282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":949994332,"gmtCreate":1594119424426,"gmtModify":1704203995243,"author":{"id":"3528133654026513","authorId":"3528133654026513","name":"Wangedmund","avatar":"https://static.tigerbbs.com/82fabeaf6750618138bfee85aac8937f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>试看谁领风骚。长线持有,绝对有回报。","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>试看谁领风骚。长线持有,绝对有回报。","text":"$NIO Inc.(NIO)$试看谁领风骚。长线持有,绝对有回报。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/949994332","isVote":1,"tweetType":1,"viewCount":1241,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0},"content":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心!如果您想创作优质文章,请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心!如果您想创作优质文章,请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心!如果您想创作优质文章,请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":397886567,"gmtCreate":1608219749559,"gmtModify":1703851902276,"author":{"id":"3528133654026513","authorId":"3528133654026513","name":"Wangedmund","avatar":"https://static.tigerbbs.com/82fabeaf6750618138bfee85aac8937f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"//<a href=\"https://laohu8.com/U/3528456824459876\">@语昕</a>: 什么玩意都能出建议了,我说做多小鹏,做空蔚来可以不","listText":"//<a href=\"https://laohu8.com/U/3528456824459876\">@语昕</a>: 什么玩意都能出建议了,我说做多小鹏,做空蔚来可以不","text":"//@语昕: 什么玩意都能出建议了,我说做多小鹏,做空蔚来可以不","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397886567","repostId":"2092577263","repostType":2,"repost":{"id":"2092577263","pubTimestamp":1608212116,"share":"https://www.laohu8.com/m/news/2092577263?lang=&edition=full","pubTime":"2020-12-17 21:35","market":"us","language":"zh","title":"新能源汽车股还能买吗?大和证券:建议做多蔚来,做空小鹏","url":"https://stock-news.laohu8.com/highlight/detail?id=2092577263","media":"腾讯美股","summary":"大和证券发布最新研究报告,开始追踪三只中国电动汽车股票。尤其需要指出的是,在特斯拉有可能发起的价格战威胁之下,小鹏的处境可谓特别脆弱。因此,大和建议的中国电动汽车股票配对交易就是——做多蔚来,做空小鹏。汽车的智能化技术发展将成为大势所趋。凯文·刘并表示,伴随新能源汽车累计销售量在未来三年不断攀升,数据自动采集系统方面预计也会取得更大的进展。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20201217220754327v235jdev2fu9oln\"/><p>2020年当中,在电动汽车股票的飙涨狂潮当中,几家中国玩家的股票也高歌猛进,而在这种背景下,投资者最关心的问题之一无疑就是——这些股票到底还有多少继续上涨的空间?近期,这些股票的价格已经有所回挫,一位大和证券分析师表示,现在也许是时候获利回吐了。</p><p>大和证券发布最新研究报告,开始追踪三只中国电动汽车股票。分析师凯文·刘(Kelvin Lau)给予<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车买进的评级,将每股目标价格确定为59美元。与此同时,这位分析师给予<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>的评级是卖出,目标价格32美元,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>的评级是持有,目标价格是33美元。</p><p>大和这样评判的理由是,将三只中国电动汽车股票的价格与各自的基本面进行比较,理想和小鹏看上去更为昂贵。</p><p>尤其需要指出的是,在<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>有可能发起的价格战威胁之下,小鹏的处境可谓特别脆弱。</p><p>与此同时,理想的电动汽车扩展用户群则对电池电动汽车的电池表现,以及其安全性难免心存疑虑。</p><p>有鉴于此,凯文·刘认为,小鹏和理想其实都面临着销售表现不及预期的潜在威胁。</p><p>将特斯拉作为参照,小鹏2021当前的股价大约相当于2021财年销售额的18倍,显得特别昂贵,而蔚来和理想相应的市销率分别为14和12,看上去就要合理不少。</p><p>研究报告写道:“在我看来,投资者最好先暂时等待一段时间,伴随2022年迫近,这些股票的价格将变得更加合理,而在此之前,小鹏和理想的评级再调整可能性将非常有限。”</p><p>因此,大和建议的中国电动汽车股票配对交易就是——做多蔚来,做空小鹏。</p><p>整体而言,大和还是看好中国电动汽车需求的,他们估计,在2020年和2021年当中,中<a href=\"https://laohu8.com/S/600617\">国新能源</a>汽车总销售量将分别增长9%和32%。</p><p>他们早些时候发布的上一份预期是,2020年下滑5%,2021年增长20%,本次显然有较大力度调升。</p><p>不过,与此同时,中国市场的竞争也将日趋激烈,直接结果就是将对价格形成强大压力。凯文·刘预计,明年很可能将是一个新智能汽车和新能源汽车车型发布的大年。</p><p>特斯拉这样的领先品牌可能会继续执行他们的价格领先策略,占取更多市场份额。</p><p>大和估计,那些售价在15万到30万人民币之间的中档车型,其平均销售价格面临的压力将尤其巨大。</p><p>现在,地方政府已经不再像过去那样对每一家新能源汽车初创企业都倾力支持了,而这可能会导致一些小品牌被市场淘汰。</p><p>汽车的智能化技术发展将成为大势所趋。凯文·刘指出,新能源汽车玩家们将会更加重视那些消费者能够直接感知到的产品特色,比如设计,比如更先进的辅助驾驶系统,比如车内娱乐设施,以及汽车物联网等。</p><p>中国的电动汽车行业还只是刚刚起步,那些新能源汽车企业想要真正将自己与传统车企区别开来,并奠定领先地位,恐怕还需要更长的时间。</p><p>凯文·刘并表示,伴随新能源汽车累计销售量在未来三年不断攀升,数据自动采集系统方面预计也会取得更大的进展。</p><p>蔚来股价今年迄今为止的涨幅已经达到了大约1000%,而小鹏8月27日在美国上市以来上涨了大约133%,蔚来7月30日上市以来上涨了大约95%。(费绿)</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta 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padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n新能源汽车股还能买吗?大和证券:建议做多蔚来,做空小鹏\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-12-17 21:35 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20201217220755773c8a8e&s=b><strong>腾讯美股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2020年当中,在电动汽车股票的飙涨狂潮当中,几家中国玩家的股票也高歌猛进,而在这种背景下,投资者最关心的问题之一无疑就是——这些股票到底还有多少继续上涨的空间?近期,这些股票的价格已经有所回挫,一位大和证券分析师表示,现在也许是时候获利回吐了。大和证券发布最新研究报告,开始追踪三只中国电动汽车股票。分析师凯文·刘(Kelvin Lau)给予蔚来汽车买进的评级,将每股目标价格确定为59美元。...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20201217220755773c8a8e&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/31b71d696bed7d7f2622aa052fa49f99","relate_stocks":{},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20201217220755773c8a8e&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2092577263","content_text":"2020年当中,在电动汽车股票的飙涨狂潮当中,几家中国玩家的股票也高歌猛进,而在这种背景下,投资者最关心的问题之一无疑就是——这些股票到底还有多少继续上涨的空间?近期,这些股票的价格已经有所回挫,一位大和证券分析师表示,现在也许是时候获利回吐了。大和证券发布最新研究报告,开始追踪三只中国电动汽车股票。分析师凯文·刘(Kelvin Lau)给予蔚来汽车买进的评级,将每股目标价格确定为59美元。与此同时,这位分析师给予小鹏汽车的评级是卖出,目标价格32美元,理想汽车的评级是持有,目标价格是33美元。大和这样评判的理由是,将三只中国电动汽车股票的价格与各自的基本面进行比较,理想和小鹏看上去更为昂贵。尤其需要指出的是,在特斯拉有可能发起的价格战威胁之下,小鹏的处境可谓特别脆弱。与此同时,理想的电动汽车扩展用户群则对电池电动汽车的电池表现,以及其安全性难免心存疑虑。有鉴于此,凯文·刘认为,小鹏和理想其实都面临着销售表现不及预期的潜在威胁。将特斯拉作为参照,小鹏2021当前的股价大约相当于2021财年销售额的18倍,显得特别昂贵,而蔚来和理想相应的市销率分别为14和12,看上去就要合理不少。研究报告写道:“在我看来,投资者最好先暂时等待一段时间,伴随2022年迫近,这些股票的价格将变得更加合理,而在此之前,小鹏和理想的评级再调整可能性将非常有限。”因此,大和建议的中国电动汽车股票配对交易就是——做多蔚来,做空小鹏。整体而言,大和还是看好中国电动汽车需求的,他们估计,在2020年和2021年当中,中国新能源汽车总销售量将分别增长9%和32%。他们早些时候发布的上一份预期是,2020年下滑5%,2021年增长20%,本次显然有较大力度调升。不过,与此同时,中国市场的竞争也将日趋激烈,直接结果就是将对价格形成强大压力。凯文·刘预计,明年很可能将是一个新智能汽车和新能源汽车车型发布的大年。特斯拉这样的领先品牌可能会继续执行他们的价格领先策略,占取更多市场份额。大和估计,那些售价在15万到30万人民币之间的中档车型,其平均销售价格面临的压力将尤其巨大。现在,地方政府已经不再像过去那样对每一家新能源汽车初创企业都倾力支持了,而这可能会导致一些小品牌被市场淘汰。汽车的智能化技术发展将成为大势所趋。凯文·刘指出,新能源汽车玩家们将会更加重视那些消费者能够直接感知到的产品特色,比如设计,比如更先进的辅助驾驶系统,比如车内娱乐设施,以及汽车物联网等。中国的电动汽车行业还只是刚刚起步,那些新能源汽车企业想要真正将自己与传统车企区别开来,并奠定领先地位,恐怕还需要更长的时间。凯文·刘并表示,伴随新能源汽车累计销售量在未来三年不断攀升,数据自动采集系统方面预计也会取得更大的进展。蔚来股价今年迄今为止的涨幅已经达到了大约1000%,而小鹏8月27日在美国上市以来上涨了大约133%,蔚来7月30日上市以来上涨了大约95%。(费绿)","news_type":1},"isVote":1,"tweetType":1,"viewCount":1261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":949877191,"gmtCreate":1594217588213,"gmtModify":1704204514849,"author":{"id":"3528133654026513","authorId":"3528133654026513","name":"Wangedmund","avatar":"https://static.tigerbbs.com/82fabeaf6750618138bfee85aac8937f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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