金吾财讯 | 摩根大通发研报指出，在过去一周内，其与近 200 位投资者展开了沟通交流，并参与了比亚迪举办的反向路演活动，期间还获得了试驾比亚迪最新车型的机会。整体而言，摩根大通认为，投资者对比亚迪在国内以及国际市场的长期发展前景愈发充满信心。基于此，摩根大通重申了对比亚迪的 “增持” 评级，并将目标价从 475 港元上调至 600 港元，同时表达了对比亚迪的高度期待，认为其有望成为全球电动车市场中如同 “丰田” 般的存在。摩根大通还在报告中做出预测，明年比亚迪的全球交付量将达到 650 万辆的高位，其中海外市场预计交付量约为 150 万辆。这一数据意味着比亚迪在全球轻型车市场的占有率将从 2023 年的 3% 提升至明年的 7%；而在新能源汽车领域，预计比亚迪的市场份额将稳定维持在约 22% 的水平。
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