德银:建议逢低买入,重申蔚来目标价70美元
在蔚来汽车(NIO.N)公布了喜忧参半的第四季度业绩后,德意志银行分析师Edison Yu重申对该公司的 “买入”评级,目标价70美元。
Yu表示,蔚来2021年的交付量可能达到10万辆,不过他保守预计交付量将为9.6万辆,较此前的预测多出6000辆。Yu认为,随着蔚来品牌知名度的上升,公司将有望成为中国高端汽车市场的领导者。此外,他表示,还有几个尚未开发的领域存在增长机会。
蔚来可能通过建立合作关系来开发不同的品牌,以迎合中端/大众市场。公司的自动驾驶系统NAD的订阅模式也将为其带来机遇。Yu指出,公司将在今年下半年进军欧洲市场,而投资者可能低估了其产品在欧洲的潜在销量。总体而言,Yu认为,蔚来有能力进行积极的投资,扩大其服务网络,并提高自动驾驶软件/工程能力。近日该股股价走势疲软可能是买入良机。
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