电动汽车制造商Rivian Automotive, Inc. (RIVN) 今日盘中股价大幅上涨27.14%，引起了市场的广泛关注。
此次股价强势上涨，主要得益于公司发布了超出市场预期的2025年第四季度财报以及对2026年的乐观展望。财报显示，公司第四季度营收为12.9亿美元，超过了分析师的普遍预期。同时，公司预计2026年将交付6.2万至6.7万辆汽车，较2025年大幅增长约53%，这一指引与华尔街分析师的预期基本相符。
市场普遍认为，增长动力主要来自公司即将推出的、售价约4.5万美元的R2 SUV车型。该车型被视为在联邦电动汽车税收抵免到期后刺激需求、并与特斯拉Model Y竞争的关键产品，有望成为公司未来的核心增长引擎。尽管为推出R2及开发相关技术，公司预计2026年资本支出将增加，但市场焦点仍集中在R2车型带来的长期增长潜力上。此外，有分析师上调了公司目标价，并指出财报强化了公司实现盈利路径的清晰度。
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