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韦德布什证券表示，通用汽车将受益于更高的利润率、软件业务增长和关税减免。

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-- Wedbush周二在一份报告中指出，随着关税压力缓解和高利润率收入增长，通用汽车(GM)有望实现更强劲的盈利、更稳定的现金流、更高的利润率，并获得更多来自软件和服务业务的支撑。 Wedbush分析师指出，通用汽车第一季度业绩超出预期，表明该公司在疲软的电动汽车市场中表现良好，并通过定价策略和向利润更高的业务线转型实现了更好的业绩增长。同时，得益于递延收入增长、数字服务销售强劲以及Super Cruise用户数量的增加，其软件和服务业务正成为更大的增长动力。 Wedbush表示，持续性收入来源有望长期支撑利润率增长，并在汽车市场前景不明朗的情况下为通用汽车带来更大的稳定性。 该公司表示，关税成本降低以及与法院判决相关的约5亿美元收益，应有助于通用汽车抵消2026财年之前不断上涨的商品、货运、物流和存储芯片成本。 韦德布什证券维持对通用汽车的“跑赢大盘”评级和95美元的目标价，称通用汽车正努力应对严峻的关税和电动汽车市场环境，但预计该公司更强劲的软件业务组合和更佳的业绩指引将支撑其对该股的乐观看法。

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

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