摩根士丹利上调小鹏汽车目标价，称机器人等带来重估机会_老虎社区_美港股上老虎

摩根士丹利上调小鹏汽车目标价，称机器人等带来重估机会

老虎资讯综合2025-11-12

11月12日，摩根士丹利将小鹏汽车港股目标价上调至131港元，以反映新发布的人形机器人和自动驾驶出租车所带来的增长潜力和估值重估机会。

摩根士丹利表示，预计从2026年中期开始，随着小鹏开始大规模生产实体AI产品，市场情绪将显著改善。将多种情景概率加权后，美股目标价也上调至34美元。

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