智通财经APP获悉,小鹏汽车-W(09868)涨超5%,截至发稿,涨5.05%,报75.9港元,成交额9.42亿港元。
消息面上,据小鹏汽车微博2月24日消息,小鹏汽车宣布提速全球化进程,提出全球市场上领先的战略方向:2025年覆盖60个国家和地区,2027年剑指全球新能源出口前三,2033年实现半数销量来自海外;2025年图灵AI智驾启动全球适配,将中国十年智驾经验推向世界,超快充网络开启全球布局。
高盛发布研报称,小鹏汽车去年末季交付9.2万辆新能源乘用车,同比增52%,按季增97%,在内地新能源乘用车市占由对上一季的1.5%升至2.4%,主要受MONAM03及P7+所推动。该行维持小鹏汽车“中性”评级,目标价由50港元升至57港元。瑞银指出,根据公开资料,公司是目前为止唯一一间正在研发人形机械人的中国电动车制造商。虽然研发资源分散在多个项目,但这也显示出管理层对AI技术的承诺,认为管理层在下一次季度财报电话会议中强调AI的应用将成为近期的股价催化剂。
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