金吾财讯 | 理想汽车(02015)早盘股价继续扬升，截至发稿， 报124.7港元，涨幅4.27%，成交额23.24亿港元。该股近两个交易日累计涨幅超17.5%。消息面上，理想汽车的首款电动SUV车型i8公布侧面官图，根据官图来看，i8尺寸略大于Model X，可能更聚焦家用市场。理想i8在车顶位置搭载了激光雷达，预计也会搭载高阶智驾系统。摩根士丹利发报告指，理想汽车第二款BEV车型i8即将推出，自2月25日发布该款车型官方相片后，其H股股价上涨12%。大摩预计，该款车型将在4月于上海车展亮相，并于夏季开始交付。详细规格或有待工信部在未来几周内正式披露。该行指，一些高频投资者已沽空理想汽车股份，原因是汽车产业在过去几年缺乏新的催化因素。反弹之前，理想汽车的表现跑输小鹏汽车(09868)和比亚迪(01211)。大摩认为，理想汽车股价上扬是受空头回补及行业内资金流动所推动。因投资者反馈预期i6及i7，将会先于i8上市，因此值得关注理想汽车将如何为i8定价，以及如何在尺寸及规格上与L8区分。该行认为，L系列在未来几个月的改款也可能是关键事件。暂维持美股目标价32美元及“增持”评级。
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