摩根士丹利发表研究报告指,与吉利控股在换电及充电领域的合作,为蔚来(09866.HK) 带来股权资金及换电网络流量,并预期未来将有更多合作伙伴加入。该行重申对蔚来“增持”评级,目标价68.5元。大摩指出,是次合作未有设定换电站数量的合约义务,维持2030年达10,000座换电站的目标属蔚来的战略决定。交易定价参考2024年武汉光谷融资轮,以100亿元人民币投前估值为基础,反映市场估值。该行提到,...
Source Link摩根士丹利发表研究报告指,与吉利控股在换电及充电领域的合作,为蔚来(09866.HK) 带来股权资金及换电网络流量,并预期未来将有更多合作伙伴加入。该行重申对蔚来“增持”评级,目标价68.5元。大摩指出,是次合作未有设定换电站数量的合约义务,维持2030年达10,000座换电站的目标属蔚来的战略决定。交易定价参考2024年武汉光谷融资轮,以100亿元人民币投前估值为基础,反映市场估值。该行提到,...
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