Why This Aptiv Analyst Turns Bearish After The Deal Between Rivian, Volkswagen
Why This Aptiv Analyst Turns Bearish After The Deal Between Rivian, Volkswagen
Aptiv PLC (NYSE:APTV) was recently upgraded to Strong Buy in the Zacks rating system.
在Zacks評級系統中，Aptiv PLC（NYSE:APTV）最近被評爲強力買入網站
While the announcement of a joint venture between Rivian Automotive Inc (NASDAQ:RIVN) and Volkswagen (OTC:VWAGY) may seem unrelated to Aptiv, it represents "a red flag," according to Piper Sandler.
儘管Rivian Automotive Inc（NASDAQ:RIVN）和大衆汽車（OTC:VWAGY）之間的合資公司的宣佈似乎與Aptiv無關，但據Piper Sandler稱，這代表了“一個紅旗。”
The Aptiv Analyst: Alexander Potter downgraded the rating for Aptiv from Neutral to Underweight, while reducing the price target from $78 to $63.
Aptiv分析師：亞歷山大·波特（Alexander Potter）將Aptiv的評級從中立下調爲輕倉位，並將價格目標從78美元降至63美元。
The Aptiv Thesis: The joint venture between Rivian Automotive and Volkswagen focuses on "developing in-house electrical architecture, onboard ECUs, and vehicle software," Potter said in the downgrade note.
Aptiv的投資理論：波特在降級說明中稱，Rivian Automotive和大衆汽車之間的合資公司側重於“開發內部電氣架構，車載ECU和車輛軟件”。
Check out other analyst stock ratings.
查看其他分析師的股票評級。
Rivian Automotive, Tesla Inc (NASDAQ:TSLA), and some Chinese EV makers have realized they need to "configure their own electrical architecture, design their own onboard computers, and write their own code," the analyst wrote.
分析師寫道，Rivian Automotive、特斯拉股份有限公司（NASDAQ:TSLA）和一些中國電動汽車製造商已經意識到他們需要“配置自己的電氣架構，設計自己的車載電腦，編寫自己的代碼”。
The systems are critical for automakers and relying on third-party companies such as Aptiv makes the process "too slow and too costly," Potter stated. "Apparently, VW has reached the same conclusion," he added.
分析師稱，這些系統對於汽車製造商至關重要，而依靠Aptiv等第三方公司則使得這一過程“太慢太貴”。他補充說：“顯然，大衆汽車已經得出了同樣的結論。”
"We also think APTV will keep falling short of its targeted growth range, due to SVA (smart vehicle architecture) cancelations and pricing pressure," the analyst further said.
“我們還認爲，由於SVA（智能車架）取消和價格壓力，APTV將繼續低於其目標增長區間，” 分析師進一步表示。
APTV Price Action: Shares of Aptiv had declined by 10.13% to $65.31 at the time of publication on Wednesday.
APTV股價行情：在週三發表時，Aptiv的股價下跌了10.13%至65.31美元。
See Next: Volkswagen's Rivian Investment 'De-Risks' Future Growth Plans But 'Funding Isn't Free': 7 Analysts Size Up JV News Against 'Challenging Backdrop For EVs'
查看下一條：大衆汽車的Rivian投資“減少”了未來的增長計劃，但“資金並非免費”，7位分析師對合資公司的新聞進行了評估，針對“電動汽車的困境”。
Photo: Michael Vi via Shutterstock
圖片：邁克爾·維通過Shutterstock。
譯文內容由第三人軟體翻譯。