摩根士丹利发表研报指,已更新宁德时代(03750.HK) 的风险回报预测,其去年业绩表现胜该行预期7%,因此上调了集团今年及以后的盈利预测。更重要的是,受惠于资本效率提升,公司净现金状况较预期更强劲。大摩亦上调了集团储能电池出货量的假设,以反映在全球电力容量短缺背景下,因推理需求增长所驱动的、来自AI数据中心的潜在机会。基于EV/EBITDA方法,叠加人民币升值,大摩将宁德时代H股目标价上调12%...
Source Link摩根士丹利发表研报指,已更新宁德时代(03750.HK) 的风险回报预测,其去年业绩表现胜该行预期7%,因此上调了集团今年及以后的盈利预测。更重要的是,受惠于资本效率提升,公司净现金状况较预期更强劲。大摩亦上调了集团储能电池出货量的假设,以反映在全球电力容量短缺背景下,因推理需求增长所驱动的、来自AI数据中心的潜在机会。基于EV/EBITDA方法,叠加人民币升值,大摩将宁德时代H股目标价上调12%...
Source LinkDisclaimer: 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.