大全新能源盘前涨超2% 机构指“反内卷”是中国市场未来18至24个月的主题交易

金吾财讯
Sep 11

金吾财讯 | 大全新能源(DQ)盘前涨超2%,截至发稿,报26.950美元。消息面上,花旗分析师Air Ma维持大全新能源买入评级,并将目标价从27美元上调至37美元。摩根大通发表研究报告,重申“反内卷”是中国市场未来18至24个月的主题交易,并有以下新评估:1)“反内卷”政策最接近2021年防止资本无序扩张的监管思路,但范围更广,超过供给侧改革1.0,此次政策重点在于理顺地方政府背书/补贴投资。...

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