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韋德布希證券表示，通用汽車將受益於更高的利潤率、軟體業務成長和關稅減免。

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-- Wedbush週二在一份報告中指出，隨著關稅壓力緩解和高利潤率收入增長，通用汽車(GM)有望實現更強勁的盈利、更穩定的現金流、更高的利潤率，並獲得更多來自軟體和服務業務的支撐。 Wedbush分析師指出，通用汽車第一季業績超出預期，顯示該公司在疲軟的電動車市場中表現良好，並透過定價策略和向利潤更高的業務線轉型實現了更好的業績成長。同時，由於遞延收入成長、數位服務銷售強勁以及Super Cruise用戶數量的增加，其軟體和服務業務正成為更大的成長動力。 Wedbush表示，持續性收入來源可望長期支撐利潤率成長，並在汽車市場前景不明朗的情況下為通用汽車帶來更大的穩定性。 該公司表示，關稅成本降低以及與法院判決相關的約5億美元收益，應有助於通用汽車抵銷2026財年之前不斷上漲的商品、貨運、物流和儲存晶片成本。 韋德布希證券維持對通用汽車的「跑贏大盤」評級和95美元的目標價，稱通用汽車正努力應對嚴峻的關稅和電動汽車市場環境，但預計該公司更強勁的軟體業務組合和更佳的業績指引將支撐其對該股的樂觀看法。

Price: $76.10, Change: $-1.86, Percent Change: -2.39%

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