《大行報告》大摩:蔚來(09866.HK)SUV較預期早提價 料新價格第三季纔開始有貢獻
摩根士丹利發表報告指,蔚來(09866.HK)(NIO.US)將於下月10日起加價,其中ES8、ES6及EC6型號SUV加價1萬元人民幣(或2%至3%),以反映成本增加。而新推出的轎車ET7,及即將推出的ET5建議零售價不變。
該行對是次加價並不感到意外,但認爲加價時間較預期早。從蔚來的訂單而言,估計新價格訂單要到今年第三季纔開始有貢獻。
大摩維持對蔚來美股股份「增持」,目標價34美元。
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