-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點摘要如下：我們將LCID的12個月目標價從10美元下調至6美元。鑑於LCID第一季財報表現弱於預期，我們維持對LCID股票的「持有」評等。我們將2026年調整後每股收益預期從-12.70美元下調至-12.00美元，並將2027年調整後每股收益預期從-11.45美元下調至-11.10美元。 LCID第一季調整後每股收益為-2.82美元，低於市場預期的-2.04美元，遠低於市場普遍預期的-2.30美元。受價格上漲的推動，LCID第一季營收成長20%至2.825億美元（比市場普遍預期低7,600萬美元），但汽車總銷量下降1%至3,093輛。在本公告中，LCID並未更新先前發布的2026年2.5萬至2.7萬輛的產量預期（該預期較2025年的1.784萬輛有所增長）。我們認為，LCID加速消耗現金和不斷攀升的庫存表明其仍面臨持續風險。該公司在競爭激烈的豪華電動車市場中尋求站穩腳跟，其能否在滿足巨額現金需求的同時實現可持續增長，仍是其面臨的關鍵挑戰；不過，上個月完成的15億美元融資有助於其延長流動性支持期。
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