摩根大通解读宁德时代:储能大单、H股解禁与纳入恒科指数

华尔街见闻
6 hours ago

在宁德时代股价因巨额储能订单而异动之际,摩根大通在报告中对宁德时代一系列市场动态进行了剖析。 据追风交易台,摩根大通在最新研报中聚焦三大关键事件对投资者的影响: 首先,宁德时代获得海博思创200GWh储能电池订单,但分析师提醒投资者谨慎解读该订单的实际约束力。 其次,11月20日起近50%的H股IPO锁定股份将解禁,约7750万股面临潜在抛压; 第三,公司有望纳入恒生科技指数,可能触发被动资金...

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