【摩根士丹利：市场仍在观察理想全新L系列配置升级但价格不变是否足以应对竞争】金十数据5月9日讯，摩根士丹利发报告指，理想汽车(02015.HK)全新L系列虽未调整价格，但配置有显着升级，整体符合市场预期。然而，市场仍在讨论仅透过新L系列的配置及自动驾驶（AD）升级而不调整建议零售价，是否足以应对激烈的市场竞争。目前尚待观察月销量能否回升至下半年平均的约5万辆水平。摩根士丹利认为，现市价为约2025年预测市盈率低于20倍，该股的风险回报具吸引力，尤其是在5月8日全新L系列发布及今夏BEV车型推出后。尽管疲弱的第一季度业绩可能在短期内成为压力，但市场对此已有合理预期调整。
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