Rivian Automotive, Inc.（RIVN）在早盘交易中大幅飙升，得益于其第四季度业绩超出市场预期。Benchmark机构指出，这一成绩进一步强化了Rivian在R2车型发布前实现“盈利之路”的信心。
分析师Mickey Legg在一份报告中表示：“2026年业绩指引为Rivian规划了一个明确的转型之年——R2车型产量将在下半年快速爬坡，软件业务以可观利润率持续增长，汽车毛利率预计在年底前转正。”他补充称，四季度的优异表现，加上稳健的流动性以及大众汽车资金支持的明朗化，为规模化发展扫清障碍，“并支撑从2027年起实现更可持续的盈利拐点”。
基于此，Legg将目标股价从18美元上调至25美元。截至发稿，Rivian股价暴涨20%，报收16.86美元。
（本文时间标注：北美东部时间2026年2月13日10时45分/格林威治时间15时45分）
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