【机构:市场对宁德时代的担忧多已反映在股价 风险回报正具吸引力】Jefferies称,受行业需求前景、市场份额和盈利能力的担忧拖累,宁德时代股价下跌,但这些担忧大部分已反映在股价中,当前风险回报正在变得有吸引力。尽管市场讨论中国国内整车厂正在推动电池供应多元化,但宁德时代的全球市场份额仍在提升,且在质量和技术方面领先。
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