汽车新势力，在节假日_老虎社区_美港股上老虎

公子豹
05-06

汽车新势力，在节假日期间迎来订单新高。

理想汽车，L6大定超4w，整体周新增订单3w，预计5-6月份交付回归5w以上。是今年港股通弹性最大的票之一。估值对应去年120e调后利润为16x pe，对应今年150e利润预期为12x pe。随着降价、政策、补贴陆续落地，市场需求被释放，理想订单冲高后，预计预期差或快速释放。估值空间先看到20xpe，3200e市值，若销量进一步超预期，看到25xpe，4000e以上市值。

小鹏汽车、蔚来是弹性标的。近期港股关注度和流动性回升，但整车依旧处于超跌后的底部位置，，国内外智能驾驶的加速迭代和落地，看好新势力整车的底部反转！
$理想汽车-W(02015)$ $小鹏汽车(XPEV)$

# 新势力4月成绩单出炉！“蔚小理”股价继续反弹？

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