【小摩：重申宁德时代“增持”评级，投资者应聚焦其结构性优势】摩根大通发表研报指，近期波动虽影响市场情绪，但投资者应聚焦宁德时代的结构性优势，看好该公司具有无可比拟的技术领导地位、行业领先的规模，以及穿越周期实现稳定盈利、股东回报率及自由现金流的往绩。该行仍认为宁德时代仍是稀缺的工业科技复合型企业，长期价值由技术护城河、卓越执行力及盈利复合增长能力驱动，而非短期月度或季度数据波动。该行重申宁德时代“增持”评级，目标价725港元不变。
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