摩根大通发表研究报告指，比亚迪(01211.HK) 初步业绩胜于预期，管理层预计全年每辆车的平均利润为1万元人民币。该行认为该指引保守，相信集团在关税压力下，相对于国内及全球同行仍相对表现良好。
该行留意到市场对比亚迪的预测本年至今累计上调13%，即使摩通对比亚迪的预测仍高于同业。摩通预期，他们今年每辆车的平均利润可达1.05万元人民币，予比亚迪H股目标价600港元，评级“增持”。
另外，该行提到，美国加征关税或导致全球经济疲弱，汽车需求放缓将影响中国汽车出口。然而，该行料中国OEM在美国以外的海外市场的扩张速度不会放缓。(sl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-04-10 16:25。)
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.