异动解读 | 韦德布什上调目标价至25美元,Rivian盘中大涨5.03%

异动解读
Dec 19, 2025

Rivian Automotive, Inc.(RIVN)今日盘中大涨5.03%,表现亮眼。

消息面上,韦德布什(Wedbush)将Rivian的目标价从16美元上调至25美元,主要基于对R2 SUV前景的乐观预期。韦德布什指出,R2 SUV有望填补电动汽车市场中经济型SUV的空白,并预计其下半年推出后将显著推动需求和交付。

此外,韦德布什还提到Rivian计划开发内部人工智能芯片以取代英伟达的GPU,为其第三代自主平台提供动力。同时,公司的软件业务每季度收入接近5亿美元,毛利率改善明显,进一步增强了市场信心。

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