大摩发表评级报告指，理想汽车首季收入大致上符合该行预期，惟资本开支较佳，令盈利表现优于预期。该行指，次季指引强劲达 7.6 万辆至 8.1 万辆，以及成交量于下半年回稳上升，意味着订单良好势头持续。该行将公司今年、明年及 2025 年汽车销量预测上调 30 万辆、42 万辆及 60 万辆；而今年汽车毛利率预测维持在 20.4% 不变，符合公司指引，惟将明年及 2025 年预测则下调 1 个百分点及 1.5 个百分点。该行料公司今年全年录得利润 (比原预测提前一年)，净利率约 3%，而明年及 2025 年则分别改善至 5% 及 7%。该行将其目标价由 110 港元上调至 155 港元，维持其评级为增持。
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