美国电动汽车制造商Rivian Automotive, Inc.公司(RIVN.US)周三股价大涨5.07%,引发了外界的广泛关注。公司此前曾因业绩不佳而遭遇投资者抛售,股价一度重挫。
分析人士指出,此次Rivian股价反弹的主要原因有两点:一是公司与韩国LG新能源签订了长达5年的4695圆柱形电池供应协议,总计67GWh电池,将大大增加公司的产能;二是公司发布的第三季度财报虽然营收不及市场预期,但表现并不差劲,且其与大众汽车在电池领域的合作、预计第四季度向亚马逊交付更多新车以及2025年预计能达成新的商用货车交易等利好消息提振了投资者信心。
尽管如此,也有分析师对Rivian公司前景保持谨慎态度,例如美国银行将该公司的评级从"买入"下调至"中性",警告称该公司毛利率虽会转正但或受政策影响面临风险,并预计2025年交付量只会温和增长。
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