港股小鹏汽车涨幅扩大至超5%,创上市以来新高
老虎资讯综合2021-07-22
7月22日讯,港股小鹏汽车涨幅扩大至超5%,股价创上市以来新高。据港交所权益披露文件显示,阿里巴巴于近期入股小鹏汽车,持股比例近15%。隔夜美股新能源汽车股普遍上涨,特斯拉跌0.79%,蔚来汽车涨5.89%,小鹏汽车涨7.63%,理想汽车涨8.72%,Nikola涨3.85%,Workhorse涨3.01%,Lordstown跌0.81%。
中信证券指出,新能源汽车已经从补贴驱动跨越至市场驱动,步入了1-N的高速成长阶段,且全球景气持续共振向上,尤其是中国、欧洲渗透率急剧提升,美国电动化重启。中长期看,我们判断2025年全球新能源汽车渗透率有望接近20%。
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