控盘小韭菜
05-29
狗比就是你在做空
小摩：降理想汽车-W(02015)目标价至56港元 重申“减持”评级
免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP，发表看法
APP内打开
发表看法
1
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":569582098584200,"tweetId":"569582098584200","gmtCreate":1780062337496,"gmtModify":1780062584607,"author":{"id":3499255624778112,"idStr":"3499255624778112","authorId":3499255624778112,"authorIdStr":"3499255624778112","name":"控盘小韭菜","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":3,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>狗比就是你在做空</p></body></html>","htmlText":"<html><head></head><body><p>狗比就是你在做空</p></body></html>","text":"狗比就是你在做空","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/569582098584200","repostId":2639628040,"repostType":2,"repost":{"id":"2639628040","kind":"news","pubTimestamp":1780044588,"share":"https://www.laohu8.com/m/news/2639628040?lang=zh_CN&edition=full","pubTime":"2026-05-29 16:49","market":"us","language":"zh","title":"小摩：降理想汽车-W(02015)目标价至56港元 重申“减持”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2639628040","media":"智通财经","summary":"智通财经APP获悉，摩根大通发布研报称，理想汽车-W首季业绩大致符合市场预期，但较该行预测低约15%。通对理想汽车的长期看法维持审慎，认为竞争激烈的市场环境意味着销量及盈利上行惊喜的潜在空间有限。该行维持对理想汽车的“减持”评级，港股目标价由60港元下调至56港元，理想目标价则由15.5美元降至14美元。","content":"<html><body><p>智通财经APP获悉，<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>发布研报称，<a href=\"https://laohu8.com/S/02015\">理想汽车-W</a>(02015)首季业绩大致符合市场预期，但较该行预测低约15%。通对<a href=\"https://laohu8.com/S/LI\">理想汽车</a>的长期看法维持审慎，认为竞争激烈的市场环境意味着销量及盈利上行惊喜的潜在空间有限。该行维持对理想汽车的“减持”评级，港股目标价由60港元下调至56港元，理想(LI.US)目标价则由15.5美元降至14美元。</p><p>管理层在业绩会上提出多项策略，包括产品组合升级，新型L9及即将推出的L8将强化高端SUV定位，有助第二季起毛利率逐步恢复; 海外扩张方面，L系列EREV已进入中东及<a href=\"https://laohu8.com/S/300512\">中亚</a>，5月起进一步拓展东南亚，纯电动车(BEV)将于2026年下半年登陆欧洲，右辕产品其后会进入香港及新加坡市场。此外，公司自主研发的M100 AI芯片及VLA大模型被定位为下一代技术核心。</p><p>然而，小摩指出，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、小鹏、华为、<a href=\"https://laohu8.com/S/XIACY\">小米</a>、<a href=\"https://laohu8.com/S/ZK\">极氪</a>及零跑等多个中国竞争对手，正推出在价格、规格、渠道及目标家庭买家群方面与理想核心产品重叠度越来越高的EREV及BEV产品，可能影响收入增长动力，同时价格竞争、促销及投入成本通胀或持续对利润率构成压力。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>小摩：降理想汽车-W(02015)目标价至56港元 重申“减持”评级</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n小摩：降理想汽车-W(02015)目标价至56港元 重申“减持”评级\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-29 16:49 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1447742.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，摩根大通发布研报称，理想汽车-W(02015)首季业绩大致符合市场预期，但较该行预测低约15%。通对理想汽车的长期看法维持审慎，认为竞争激烈的市场环境意味着销量及盈利上行惊喜的潜在空间有限。该行维持对理想汽车的“减持”评级，港股目标价由60港元下调至56港元，理想(LI.US)目标价则由15.5美元降至14美元。管理层在业绩会上提出多项策略，包括产品组合升级，新型L9及即将推出...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1447742.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1119":"汽车制造商","BK1588":"回港中概股","LI":"理想汽车","02015":"理想汽车-W","BK1587":"次新股","BK1539":"汽车股","BK1575":"同股不同权","LU1720050803.USD":"安联全方位中国股票基金","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD"},"source_url":"http://www.zhitongcaijing.com/content/detail/1447742.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2639628040","content_text":"智通财经APP获悉，摩根大通发布研报称，理想汽车-W(02015)首季业绩大致符合市场预期，但较该行预测低约15%。通对理想汽车的长期看法维持审慎，认为竞争激烈的市场环境意味着销量及盈利上行惊喜的潜在空间有限。该行维持对理想汽车的“减持”评级，港股目标价由60港元下调至56港元，理想(LI.US)目标价则由15.5美元降至14美元。管理层在业绩会上提出多项策略，包括产品组合升级，新型L9及即将推出的L8将强化高端SUV定位，有助第二季起毛利率逐步恢复; 海外扩张方面，L系列EREV已进入中东及中亚，5月起进一步拓展东南亚，纯电动车(BEV)将于2026年下半年登陆欧洲，右辕产品其后会进入香港及新加坡市场。此外，公司自主研发的M100 AI芯片及VLA大模型被定位为下一代技术核心。然而，小摩指出，蔚来、小鹏、华为、小米、极氪及零跑等多个中国竞争对手，正推出在价格、规格、渠道及目标家庭买家群方面与理想核心产品重叠度越来越高的EREV及BEV产品，可能影响收入增长动力，同时价格竞争、促销及投入成本通胀或持续对利润率构成压力。","news_type":1,"symbols_score_info":{"02015":1.96,"LI":1.96}},"isVote":1,"tweetType":1,"viewCount":39,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":16,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/569582098584200"}
精彩评论