《大行》招证国际降小鹏(09868.HK)目标价至92元 看好物理AI领域潜在估值释放

阿斯达克财经
Aug 26

招证国际发表报告指,小鹏-W(09868.HK) 第二季亏损13.37亿元人民币,高于市场预期的7.19亿约86%,第三季温和复苏,第四季有望强劲增长。机器人投后估值超63亿美元,Robotaxi明年有望无安全员运营。下调H股及ADR目标价至分别92港元及24美元,但长线仍看好公司物理AI估值释放空间。报告指,公司指引三季度交付11.5万至12.1万辆、环比增加11.3%至17.1%。MONA ...

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