NIO, XPeng thiab Li Auto Tshuag Tau txais kev ntsuas tshiab. Kev Hu Yog Yuav Lawv Txhua Tus.

Ntawv loj

Macquarie tus kws tshuaj ntsuam Erica Chen tau tshaj tawm kev pab cuam ntawm peb lub tuam txhab hluav taws xob hauv Suav teb suav nrog:

NIO
,

XPeng
,
thiab

Li Pib
,
hais tias cov tub ua lag luam yuav tsum yuav cov khoom lag luam.

Cov neeg lag luam zoo li mloog. Tag nrho peb cov khoom lag luam tau siab dua hnub Wednesday, txawm tias lwm cov khoom lag luam EV tau nce hauv av, ib yam nkaus. NIO (ticker: NIO), XPeng (XPEV) thiab Li (LI) shares tau nce 2.7%, 3.6%, thiab 2.2%, feem, nyob rau hauv thaum ntxov trading.

Tesla

(TSLA) thiab

Rivian Tsheb

(RIVN) shares tau nce 1% thiab 1.5%.

Nws yog hnub zoo rau feem ntau cov khoom lag luam. Cov

S&P 500
thiab

Dow Jones Muaj Nruab Nrab
yog nce 0.4% thiab 0.3%, feem.

Chen tau ntsuas NIO Tshuag ntawm Outperform, Macquarie sib npaug ntawm Kev Ntsuas Kev Lag Luam, nrog lub hom phiaj ntawm $ 37.70 rau tus nqi, zoo tshaj hnub Wednesday sawv ntxov qib ze ntawm $ 31. Nws ua haujlwm NIO qhov kev muag khoom yuav loj hlob li ntawm 50% rau ob peb xyoos tom ntej no.

Chav tsev muag khoom loj hlob rau EVs hauv Suav teb, suav nrog cov tsheb sib xyaw plugin, tuaj txog ntawm kwv yees li 180% hauv 2021 piv nrog 2020. Ntawm NIO, uas muag ntau lossis tsawg dua tag nrho cov tsheb uas nws tuaj yeem ua tau, daim duab yog kwv yees li 109%. Yuav luag tag nrho nws cov tsheb yog rau Suav lag luam, txawm tias ib tug me me muag nyob rau hauv cov teb chaws Europe.

Chen lub hom phiaj tus nqi txhais tau hais tias nce txog li 25% los ntawm cov theem tsis ntev los no, tab sis nws yog ib qho ntawm kev saib xyuas ntau dua ntawm Wall Street. Kwv yees li 84% ntawm cov kws tshuaj ntsuam xyuas txog lub tuam txhab ntsuas cov khoom lag luam ntawm Kev Yuav, thaum qhov nruab nrab Qhov Kev Yuav Khoom Ntsuas rau cov khoom lag luam hauv S & P 500 yog li 55%. Tus nqi nruab nrab lub hom phiaj rau NIO shares yog kwv yees li $ 59, me ntsis tsawg dua ob npaug ntawm tus nqi tsis ntev los no.

Chen kuj tau pib qhov kev pab cuam ntawm XPeng Tshuag nrog qhov kev ntsuam xyuas Outperform.

Nws lub hom phiaj rau XPeng, thiab Li Auto, muaj feem cuam tshuam rau cov tuam txhab 'Hong Kong cov npe sib koom, tsis yog cov npe hauv New York. Chen lub hom phiaj XPeng yog 221 Hong Kong duas, uas txhais tau hais tias upside ntawm 20% rau ob tus neeg ua lag luam Asmeskas thiab Hong Kong.

Qhov ntawd kuj yog me ntsis kev saib xyuas ntau dua li Chen's Wall Street cov phooj ywg tau kwv yees. Qhov nruab nrab hu rau tus nqi ntawm XPeng cov khoom lag luam hauv Teb Chaws Asmeskas yog kwv yees li $ 64 ib feem, qhia txog kev nce ntawm 38% los ntawm qib tsis ntev los no.

XPeng yog nrov li NIO, nrog Kev yuav khoom los ntawm 85% ntawm cov kws tshuaj ntsuam npog lub tuam txhab.

Chen lub hom phiaj tus nqi rau Li yog HK $ 151 ib feem, uas qhia txog kev nce ntawm 28% rau cov tub ua lag luam Asmeskas lossis Hong Kong. Qhov nruab nrab US-raws li lub hom phiaj tus nqi rau Li Tshuag yog kwv yees li $ 46.50, taw tes rau nce 50% los ntawm qib tsis ntev los no.

Li yog qhov nrov tshaj plaws ntawm peb ntawm cov kws tshuaj ntsuam. Nrog Chen qhov kev ntsuas tshiab yuav, tam sim no kwv yees li 91% ntawm cov kws tshuaj ntsuam xyuas tus nqi sib npaug ntawm Kev Yuav.

Tseem, raws li tus kws tshuaj ntsuam tus nqi lub hom phiaj thiab kev ntaus nqi, cov tub ua lag luam tsis tuaj yeem ua tsis ncaj ncees lawm nrog ib qho ntawm peb cov khoom lag luam.

Sau ntawv rau Al hauv paus ntawm [email tiv thaiv]