摩根大通报告指,中国汽车股去年股份表现反映三项影响股价的重要因素。包括盈利意外或修正趋势、销量及季度性与年增长趋势。该行指,股价跑赢的车股,市场对其盈利的预测在去年全年或下半年一般有所上调。譬如吉利(00175.HK) ,长汽(02333.HK) 及比亚迪(01211.HK) ,但盈测下降的理想(02015.HK) 、蔚来(09866.HK) 及中升(00881.HK) 则表现呆滞。此外,销量亦具...
Source Link摩根大通报告指,中国汽车股去年股份表现反映三项影响股价的重要因素。包括盈利意外或修正趋势、销量及季度性与年增长趋势。该行指,股价跑赢的车股,市场对其盈利的预测在去年全年或下半年一般有所上调。譬如吉利(00175.HK) ,长汽(02333.HK) 及比亚迪(01211.HK) ,但盈测下降的理想(02015.HK) 、蔚来(09866.HK) 及中升(00881.HK) 则表现呆滞。此外,销量亦具...
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