异动解读 | 花旗看好优必选前景 上调目标价一百多倍 盘中股价大涨5.48%

异动解读
Feb 26, 2025

优必选今日盘中股价大涨5.48%,引发市场高度关注。

据报道,花旗银行最新报告上调了对优必选的评级和目标价格。报告指出,优必选当前的估值可以类比特斯拉2010-2011年新能源汽车萌芽期的水平,当时特斯拉的市销率高达24-25倍。预计优必选2026年净亏损将较2024年收窄64%,2027年或实现盈亏平衡,发展路径与特斯拉早期相似。

基于对优必选前景的乐观预期,花旗银行将其目标价上调超过100%至142港元,并将其纳入泛亚市场投资重点名单。分析人士认为,机构对该公司未来发展前景的看好可能是导致盘中大涨的主要原因。

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