异动解读|通用汽车盘中上涨3.17%,杰富瑞上调评级至买入叠加订阅业务高利润率催化

行情直击
Jul 27

7月27日,通用汽车盘中上涨3.17%,报85.5美元/股,成交额5478.27万美元。

消息面上,杰富瑞将通用汽车评级由"持有"上调至"买入",目标价从90美元上调至99美元。同日,公司软件及订阅业务高盈利模式引发市场关注:OnStar单季收入达8亿美元,订阅业务毛利率高达70%,远超传统卖车约4美分/美元的利润水平;公司预计年底OnStar订阅用户将接近1300万,Super Cruise自动驾驶辅助月费39.99美元的付费转化率表现强劲。此前公司Q2调整后EPS 3.57美元超预期约11.6%,年内第二次上调全年盈利指引至140亿至160亿美元,多家机构集中上调目标价延续修复动能。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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