《大行報告》摩通下調蔚來(NIO.US)目標價至4.8美元 季績遜預期
摩根大通發表報告指,蔚來(NIO.US)2023年第四季業績未如預期,獲利表現未能達到公司自身的車輛利潤率目標。同時2024年第一季的交付指引亦低於該行及市場預期,摩根大通相信公司今年餘下時間的銷量動力將面臨壓力,因為新車型於今年第二季度推出市場,然後在同年第四季度才進行交付。
該行指,因相關新車型銷售可能只從2024年第四季開始才對公司收入或利潤有貢獻。摩根大通對蔚來保持審慎態度,並將蔚來(NIO.US)目標價由5美元下調至4.8美元,維持「減持」評級。(js/w)
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