【6月18日高盛发布研究报告,对内地汽车行业及小鹏、蔚来作出评级调整】高盛指,内地汽车行业产能仍在扩张,供应分散,盈利能力虽有改善但或为暂时,首季现金流、营运资本及资产负债表状态恶化。该行认为首季通常是全年最差季,后续情况或渐趋稳定,长期稳定需行业内部整合,削减成本或有帮助。 高盛将小鹏汽车评级由“中性”升至“买入”,H股目标价94港元,美股目标价24美元。因一系列措施如供应链重整等,助重塑集团...
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