智通财经APP获悉，摩根大通发布研报称，将宁德时代(03750)评级下调至“中性”，因股价已突破目标价且IPO禁售期即将届满。基于25倍市盈率，将宁德时代(300750.SZ)A股目标价由480元上调至520元人民币。将宁德时代H股评级上调至“增持”，目标价由575港元升至650港元，采用29倍市盈率，较A股溢价15%。目前宁德时代A股成为全球最具估值吸引力的电池股。
自9月中旬以来，市场对宁德时代的盈利预期已上调约10%，现与该行先前预测趋于一致。基于最新数据点及对2026年全球ESS电池需求前景转趋乐观，加上自动化、信息化、数据化驱动的长期需求，该行将宁德时代2026年盈利预测再调升10%至940亿元人民币，较市场预测高出约10%。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.