《大行》大和降理想(LI.US)目标价至25美元兼下调收入预测 估值偏低评级“买入”

阿斯达克财经
7 hours ago

大和发表研究报告,指理想-W(02015.HK) 去年第四季业绩反映其正经历从新能源车制造商转为实体人工智能企业的艰辛过程,认为集团仍需一段时间才能在其自主研发的AI系统中抓住增长机遇。基于2026年销量增长展望较低,大和将理想今明两年收入预测下调21%至23%,毛利率预测下调0.9至1.22个百分点,因今年原材料价格可能上涨。又基于估值目标预测2026年每股盈利25倍计,理想(LI.US)  ...

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