【大行评级|摩根大通:今年中国汽车股两大投资主题是盈利惊喜及全球市场份额增长】摩根大通指,今年中国汽车股两大投资主题是盈利惊喜及全球市场份额增长。在中国车厂中,该行相信拥有可防守产品和盈利的公司将在长期内表现优异。首选股仍是比亚迪、小鹏汽车、零跑汽车,其次是吉利。该行对合资品牌保持谨慎态度,因为外国品牌市场份额呈下降趋势;基于整个行业持续的价格压力,对中升、永达等经销商维持“中性”评级。

金融界
03 Apr
摩根大通指,今年中国汽车股两大投资主题是盈利惊喜及全球市场份额增长。在中国车厂中,该行相信拥有可防守产品和盈利的公司将在长期内表现优异。首选股仍是比亚迪小鹏汽车零跑汽车,其次是吉利。该行对合资品牌保持谨慎态度,因为外国品牌市场份额呈下降趋势;基于整个行业持续的价格压力,对中升、永达等经销商维持“中性”评级。

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