汇丰在最近发布的一份深度研究报告中，重点关注了中国新能源汽车头部公司比亚迪（002594），深度报告给出了明确信号：尽管下调目标价，但仍维持比亚迪A 股、港股 “买入” 评级。短期 “以退为进”：反内卷下的销量与利润承压汇丰认为，比亚迪刚经历了一轮明显的盈利收缩，核心原因有两个：一是消费低迷期定价疲软，渠道补贴增加；二是公司自行承担了部分自动驾驶技术的新增成本。为了跳出 “价格战泥潭”，比亚迪主动...
Source Link汇丰在最近发布的一份深度研究报告中，重点关注了中国新能源汽车头部公司比亚迪（002594），深度报告给出了明确信号：尽管下调目标价，但仍维持比亚迪A 股、港股 “买入” 评级。短期 “以退为进”：反内卷下的销量与利润承压汇丰认为，比亚迪刚经历了一轮明显的盈利收缩，核心原因有两个：一是消费低迷期定价疲软，渠道补贴增加；二是公司自行承担了部分自动驾驶技术的新增成本。为了跳出 “价格战泥潭”，比亚迪主动...
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