金吾财讯 | 耐世特(01316)股价逆市走高，截至发稿，报3.27港元，涨7.21%，成交额7694.27万港元。国泰君安表示，在特朗普新政的推动下，耐世特在美国市场的销售基本面有望改善，燃油车业务有望重新回暖，成为未来盈利增长的新催化剂。同时，公司正在积极进行从燃油车业务到电动车业务的业务部署。公司电动车业务的发展步伐不会改变，并将保持强劲增长。考虑到销售基本面的积极变化以及电动汽车业务蓬勃发展的事实，该行考虑在下一份公司报告中提高该行的收入预测和目标价。公司目前的投资评级为“买入”，目标价为每股4.00 港元，相当于11.7 倍2024 年市盈率。
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