异动解读｜通用汽车盘中上涨3.24%，杰富瑞上调评级至买入叠加订阅业务高利润率催化

行情直击07-28

7月28日，通用汽车盘中上涨3.24%，报89.86美元/股，成交额3.03亿美元。消息面上，杰富瑞将通用汽车评级由"持有"上调至"买入"，目标价从90美元上调至99美元，为近期多家机构集中上调目标价的延续。

催化层面，公司软件及服务业务盈利模式引发市场关注：OnStar单季收入达8亿美元，订阅业务毛利率高达70%，远超传统卖车约4美分/美元的利润水平；公司预计年底OnStar订阅用户将接近1300万，Super Cruise自动驾驶辅助月费39.99美元的付费转化率表现强劲。此前公司Q2调整后EPS为3.57美元，超预期约11.6%，年内第二次上调全年盈利指引至140亿至160亿美元区间。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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