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《大行報告》大摩:蔚來(NIO.US)推ET5旅行版定價極具競爭力 管理層料ET5系貢獻銷量三成
摩根士丹利發表報告,指蔚來(NIO.US)的智能電動旅行車ET5 Touring的定價比該行預料更具競爭力。雖然相對來說,該市場較爲小衆,但公司管理層認爲,ET5 Touring的銷售或會超過其轎車版本。ET5轎車和Touring、及新的ES6將可主導集團銷售額。 該行提到,目前仍要繼續觀察蔚來可否提高ET5 Touring的銷量來達到其下半年每月出售2萬輛的目標,而管理層則預計,ET5系列在銷量上的貢獻佔比約30%。該行予蔚來美股「增持」評級,目標價12美元。
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