蔚来跌超3.5% 有机构指其管理层的收支平衡假设有点不切实际

金吾资讯
06 Jun

金吾财讯 | 蔚来(09866)早盘股价走低,截至发稿,报27.5港元,跌3.51%,成交额1370.81万港元。绩后,多家机构更新对其研报,招银国际发表报告,维持蔚来美股“持有”评级。目标价由5美元降至4美元。尽管公司第一季净亏损按年扩大,但仍以第四季达到盈亏平衡为目标。该行认为管理层的收支平衡假设有点不切实际。与其他同业不同,认为公司在换电、销售通路及其他不必要的专案上投入较多,需要较高的...

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