-- 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：我們將通用汽車12個月目標價調高5美元至85美元，基於2027年6.0倍的本益比，略高於通用汽車五年平均預期本益比5.9倍。我們將2026年調整後每股盈餘預期從12.15美元上調至13.35美元，並將2027年調整後每股盈餘預期從13.90美元上調至14.25美元。鑑於通用汽車第一季獲利和2026年業績指引均優於預期，我們維持對該股的「持有」評級。 該公司第一季市佔率下滑的消息證實了我們先前的主要擔憂之一，通用汽車第一季在美國（下降70個基點至16.5%）和中國（下降70個基點至6.9%）的新車市佔率均出現下滑。此前，通用汽車的股票在2025年表現亮眼，是表現最佳的汽車製造商股票（上漲54%，而標普500指數同期上漲16%），但我們在去年12月將該股評級下調至「持有」。過去幾年，通用汽車的執行力和市佔率成長令人矚目，但我們認為，由於缺乏混合動力車型，該公司未來將面臨更加嚴峻的挑戰，並預計其市場份額將在未來幾季繼續下滑。
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