《大行》摩通降耐世特(01316.HK)评级至“中性” 股价急升后估值已合理

阿斯达克财经
17 Feb

摩根大通发表研报指,随着比亚迪(01211.HK) 高级辅助驾驶系统的发布,耐世特(01316.HK) 的股价自今年2月6日起已上涨50%。
摩通表示,虽然比亚迪“天神之眼”系统的推出,可能意味中国汽车市场将更快采用“L2+”高级自动驾驶功能,但该行并没有看到对于线控转向应用的直接好处,而线控转向是耐世特于过去一周股价上涨50%的主要驱动力。

另外,摩通将耐世特H股评级由“增持”下调至“中性”,并指该股在股价急升后的估值已合理,故维持对该公司的业绩及盈利预测不变,目标价定于5.5元不变。(js/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-02-17 12:25。)

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