业绩超预期提振市场信心 法拉利(RACE.US)摆脱最后一个“卖出”评级

Group 1 - Ferrari's stock received an upgrade from Citigroup, moving from "sell" to "hold," ending nearly two years of negative outlook on the stock after better-than-expected quarterly results [1] - The stock price surged by 10% on Tuesday and continued to rise on Thursday, driven by strong quarterly performance, 2026 operational targets, and an increasing delivery pace of the F80 supercar [1] - Citigroup analyst Harald Hendrikse noted that while challenges remain, the rationale for short-selling the stock may have concluded, suggesting a potential return of investors to Ferrari [1] Group 2 - Hendrikse described the recent earnings report as "highly unusual" due to performance exceeding the guidance communicated by the company in January [2] - There is speculation that Ferrari may accelerate F80 deliveries in late 2025 and 2026 to boost short-term profit margins, potentially at the cost of future growth [2] - Ferrari emphasized its focus on the structural advantages of its product mix and did not disclose specific sales figures for individual models [2]