交银国际发表研究报告指,理想汽车(02015.HK) 去年第四季收入和交付按季修复,净利润及自由现金流转正,但经营利润仍未完全转正。2026财年第一季指引偏谨慎,淡季叠加竞争或令毛利率承压。该行指,后续需观察L9换代、纯电车型放量及渠道改革兑现,等待新产品周期与经营拐点进一步验证。交银国际将理想H股目标价下调至75.36港元,理想(LI.US) 美股目标价降至19.4美元,维持其评级为“中性”。...
Source Link交银国际发表研究报告指,理想汽车(02015.HK) 去年第四季收入和交付按季修复,净利润及自由现金流转正,但经营利润仍未完全转正。2026财年第一季指引偏谨慎,淡季叠加竞争或令毛利率承压。该行指,后续需观察L9换代、纯电车型放量及渠道改革兑现,等待新产品周期与经营拐点进一步验证。交银国际将理想H股目标价下调至75.36港元,理想(LI.US) 美股目标价降至19.4美元,维持其评级为“中性”。...
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