花旗报告指，在近期股市上升后，发现传统汽车股，主要包括比亚迪(01211.HK) 、吉利(00175.HK) 、长城汽车(02333.HK) 、华晨中国(01114.HK) 及汽车代理相关股的总计市盈率，仍较长期历史平均值低7%。相反，电动车新势力如理想(02015.HK) 、蔚来(09866.HK) 、小鹏(09868.HK) 及零跑(09863.HK) 的市销率已过度上升，与行业两年平均水平持平。
该行认为短期而言，比亚迪、吉利，长城汽车及宇通客车(600066.SH) 等传统车股或追落后，因其估值差距较容易回复至历史平均水平，且动力更强。若比亚迪、吉利及长城汽车第三季盈利强劲，传统车股相应市盈率将变得更为便宜。(fc/k)(港股报价延迟最少十五分钟。沽空资料截至 2024-10-04 16:25。) (A股报价延迟最少十五分钟。)
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