格隆汇2月24日｜小鹏汽车(XPEV.US)盘前涨1.52%，报18.68美元。瑞银发报告指，在DeepSeek的出现震惊股市后，认为投资者现在愿意为AI的潜力分配一些投资，而专注于AI的小鹏是一间值得注意的汽车公司。考虑到风险承受能力的潜在变化，将其评级由“沽售”上调至“中性”，目标价由8.8美元上调至18美元。瑞银称，虽然研发资源分散在多个项目，但这亦显示出管理层对AI技术的承诺，认为管理层在下一次季度业绩电话会议中强调AI的应用将成为近期的股价催化剂。

高盛亦指，小鹏汽车去年末季交付9.2万辆新能源乘用车，按年增52%，按季增97%。该行降小鹏2024及2025年non-GAAP纯利预测分别2%至6%，以反映Mona销售占比增加拉低毛利率，但升non-GAAP纯利预测2%，以反映经营杠杆利好。该行延展估值基础一年，港股目标价由原先50港元升至57港元，评级中性。(格隆汇)

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