格隆汇7月10日|摩根大通称,宁德时代(3750.HK)仍是该行在中国电池产业链中的首选,尽管考虑到短期内涨幅过大,不排除出现回调的可能。 摩根士丹利则将宁德H股和A股目标价均上调14%,称其在物联网领域是“游戏规则的改变者”。宁德时代近期的出色表现是由于好于预期的7月产量前景,预计二季度业绩超预期等。自一季度以来,宁德时代已超越贵州茅台,成为外资持股最多的股票。
Source Link格隆汇7月10日|摩根大通称,宁德时代(3750.HK)仍是该行在中国电池产业链中的首选,尽管考虑到短期内涨幅过大,不排除出现回调的可能。 摩根士丹利则将宁德H股和A股目标价均上调14%,称其在物联网领域是“游戏规则的改变者”。宁德时代近期的出色表现是由于好于预期的7月产量前景,预计二季度业绩超预期等。自一季度以来,宁德时代已超越贵州茅台,成为外资持股最多的股票。
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