金吾财讯 | 美股汽车股盘中走高，截至发稿，福特汽车（F）涨2.68%，Stellantis NV（STLA）涨2.30%，丰田汽车（TM）涨2.07%，通用汽车（GM）涨2.07%，特斯拉（TSLA）涨1.50%。消息面上，RBC资本在近日发布的研报中表示，除Rivian Automotive（RIVN）和Lucid Group（LCID）外，特斯拉及其他美国汽车原始设备制造商有望在财报发布前受益于定价能力以及更高的平均交易价格，这主要得益于强劲的季节性调整年化增长率（SAAR）。RBC分析师表示，通用汽车和福特汽车有望在年底前从一项潜在的美墨双边贸易协定中获得“可观”的上行空间；特斯拉的风险收益特征偏向正面，第三季度交付量超出市场普遍预期，而剔除监管积分后的汽车毛利率的第三季度市场共识“合理”。RBC维持对通用汽车股票的跑赢大盘评级，并将目标价从100美元上调至102美元；维持特斯拉股票的跑赢大盘评级，目标价为480美元；同时维持福特汽车的行业表现评级，目标价为15美元。
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