摩根士丹利：需关注小鹏是否会在现有车型中扩大华为AR—HUD的采用

Core Viewpoint - Morgan Stanley highlights the importance of monitoring whether XPeng Motors will expand the adoption of Huawei's AR-HUD in its existing models, as this collaboration could fill a gap in the high-end market [1] Summary by Relevant Categories Company Analysis - XPeng Motors (XPEV.N) has recently partnered with Huawei to implement AR-HUD technology, which is seen as a move to address the high-end market gap [1] - Morgan Stanley suggests that the adoption of AR-HUD may not be sufficient to support XPeng's entry into the high-end market later this year [1] Industry Insights - The report indicates that XPeng may establish further partnerships with Huawei to enhance smart cockpit upgrades [1] - There is a focus on whether XPeng will expand the use of Huawei's AR-HUD in its current vehicle lineup and explore additional collaborations on other smart EV components like HDADB [1] Financial Outlook - Morgan Stanley maintains a target price of $26 for XPeng's stock and an "overweight" rating [1]