摩根大通：宁德时代H股对A股现高溢价 不排除股价回调可能

Group 1 - Morgan Stanley has raised the target price for CATL's H-shares and A-shares by 14%, highlighting its role as a "game changer" in the Internet of Things sector [1] - CATL's recent strong performance is attributed to better-than-expected production outlook for July and anticipated strong Q2 earnings [1] - Since Q1, CATL has surpassed Kweichow Moutai to become the most held stock by foreign investors [1] Group 2 - Morgan Chase continues to favor CATL's H-shares in the Chinese battery supply chain, although a potential pullback is not ruled out due to significant short-term gains [1]