《大行》大摩:宁德时代(03750.HK)股价受资金轮动拖累 维持“增持”评级

阿斯达克财经
Jul 13

摩根士丹利发表研究报告指出,宁德时代(03750.HK) 股价近期受压,主要由于长鑫存储科创板IPO在即,宁德时代作为国内机构基金持仓中最大的非AI标的,将受到资金轮动的影响。市场亦关注锂价下跌、储能部署增速放缓及7月排产增速放缓等风险,但该行认为相关忧虑并不构成重大不利影响。大摩仍相信宁德时代排产情况健康,又预期储能业务经历数年超高速增长后,增速回归正常化属预期之内,对中期前景具有信心,维持...

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