大华继显报告指，中国汽车原始制造商如吉利(00175.HK) 及小鹏(09868.HK) 等，上月销售大致上胜预期，纵使期间受中国新年假期影响。该行基于预测今明两年销售增加，上调对吉利及小鹏目标价，由23元及43元上调至27元及60元。美国威胁对墨西哥货品大增关税，将损害在美国市场有高风险敞口的汽车部件商，比如耐世特(01316.HK) 。该行对汽车股各板块的偏好依次为原始制造商、部件生产商及汽车...
Source Link大华继显报告指，中国汽车原始制造商如吉利(00175.HK) 及小鹏(09868.HK) 等，上月销售大致上胜预期，纵使期间受中国新年假期影响。该行基于预测今明两年销售增加，上调对吉利及小鹏目标价，由23元及43元上调至27元及60元。美国威胁对墨西哥货品大增关税，将损害在美国市场有高风险敞口的汽车部件商，比如耐世特(01316.HK) 。该行对汽车股各板块的偏好依次为原始制造商、部件生产商及汽车...
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