下调目标价是对的，其_老虎社区_美港股上老虎

下调目标价是对的，其实应该下调评级

【券商聚焦】美银削小鹏汽车(09868)目标价6% 指整车利润率低于预期

金吾财讯 | 美银发表研报指，小鹏汽车今年首季经调整净亏损14.1亿元人民币，优于该行预期的20亿人币亏损。但整车利润率仅5.5%，低于预期的6%，原因是P5相关的库存拨备和采购承诺损失。该行指，将小鹏2024-2026年销售量预测分别下调13%/16%/15%，但将经调整净亏损预测下调21%/58%/58%，以反映毛利率前景趋明朗。

【券商聚焦】美银削小鹏汽车(09868)目标价6% 指整车利润率低于预期

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