XPeng Tshuag poob tom qab JP Morgan hais tias nres yuav

Shares ntawm XPeng Inc. poob rau hnub Wednesday, tom qab JP Morgan thim rov qab los ntawm nws txoj kev hu xov tooj rau lub tuam txhab hluav taws xob hauv Suav teb, hais tias COVID-txog kev rov qhib kev lag luam tau dhau mus lawm.

Tus kws tshuaj ntsuam Nick Lai tau hais nrog Tuam Tshoj tsis ntev los no kev so ntawm cov kev txwv ntsig txog COVID, kev rov qhib kev lag luam hauv nws pib cov khoom lag luam tau ua si tawm sai heev. Thiab raws li qhov kev cia siab ntawm cov nyiaj tau los tseem tsis tau nce, nws ntshai tias qhov kev rov qhib dua tuaj yeem "khiav tawm ntawm chav" nyob rau lub sijhawm ze.

"[W]e nco ntsoov qhov kev sib tw tsis ntev los no tau ua tus nqi nyob rau hauv qhov xwm txheej rosy thaum lub tuam txhab cov nyiaj tau los thiab cov ntaub ntawv kev lag luam hauv qab tseem ua lag luam," Lai tau sau ntawv rau cov neeg siv khoom.

XPeng cov khoom
XEV,
-0.79%

poob 1.0% thaum sawv ntxov trading hnub Wednesday. Txog hnub Tuesday, cov khoom lag luam tau nce mus txog 57.4% txij li thaum kaw ntawm cov ntaub ntawv qis ntawm $ 6.41 thaum Lub Kaum Ib Hlis 1.

Lai tau hais tias nws ntseeg tias qhov kev sib tw ntawm cov khoom lag luam tau nce nqi ntau hauv qhov kev xav rov qab los ntawm lub quarter thib ob ntawm 2023, thaum nws txhawj xeeb txog kev txiav txim siab qhov kev pom zoo.

Nws tau txo qis XPeng mus rau qhov nruab nrab ntawm qhov hnyav, thiab txiav nws cov nqi Tshuag rau $ 9 ntawm $ 11.

Lai kuj tau txiav nws qhov kev kwv yees xa tawm xyoo 2023 mus rau 155,000 lub tsheb los ntawm 210,000, thiab hais tias cov npoo tuaj yeem raug mob hnyav, tshwj xeeb tshaj yog nyob rau hauv thawj peb lub hlis twg vim yog lub zog tshiab tsheb (NEV) tsis txaus.

Zuag qhia tag nrho, Lai tau hais tias nws tseem "tsim" ntawm NEV kev ua lag luam hauv 2023, txawm hais tias nws cia siab tias qhov kev loj hlob yuav qeeb mus rau 20% los ntawm 80% hauv 2022. Thaum nws ntseeg tias XPeng yuav tau txais txiaj ntsig los ntawm kev nce siab, nws txhawj xeeb txog kev sib tw nqi hnyav. hauv kev lag luam loj hauv Suav teb, raws li pov thawj los ntawm Tsis ntev los no ntxiv tus nqi txiav los ntawm Tesla Inc.
TSLA,
+ 3.68%
,
uas nws xav tau yuav hnyav rau XPeng qhov profitability.

Rau kev sib tw Nio Inc.
NCO,
+ 2.40%
,
Lai txiav nws 2023 kev xa khoom kwv yees rau 200,000 lub tsheb los ntawm 240,000 lub tsheb, tab sis khaws nws qhov ntsuas ntawm qhov hnyav thiab nws lub hom phiaj nqi ntawm $ 14.

Nio cov khoom lag luam tau nce 2.9% thaum sawv ntxov kev lag luam, thiab tam sim no tau nce 25.1% txij li kaw ntawm ob xyoos qis ntawm $ 9.25 thaum Lub Kaum Ib Hlis 9.

Nyob rau hauv 12 lub hlis dhau los, XPeng shares tau poob 78.2%, Nio cov Tshuag tau poob 61.5% thiab Tesla cov Tshuag tau poob 65.2%, thaum S&P 500 index.
SPX,
+ 1.28%

tau poob 16.4%.

Tau qhov twg los: https://www.marketwatch.com/story/stop-buying-xpeng-stock-jp-morgan-says-11673445354?siteid=yhoof2&yptr=yahoo