1月22日，途虎股价受挫，日内最大跌幅超过16%，收盘跌幅为10.15%，次日延续下跌势头，连续两日累计跌幅超11%。消息面来看，这主要是摩根士丹利一份研报引起的连锁反应。该份研报指出，内地汽车售后市场疲软，途虎盈利水平可能有所下降，该行将途虎2024至2026年盈利预测下调3%至14%，并将目标价从24港元降至22港元。从数据层面来看，笔者认为市场对此反应过度。即便以22港元目标价计，相较于21...
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