《大行》大摩料蔚來(NIO.US)樂道L90月銷可達5,000輛 籲「增持」
摩根士丹利研究報告指,蔚來-SW(09866.HK)(NIO.US)昨日(14日)H股股價大升逾一成,主要因樂道L90車型訂單量穩固,該行渠道消息反映已達3萬至3.5萬輛。雖然仍低於樂道L60在2024年第三季度逾6萬輛的預售成績,但本來市場對L90的銷量預期已偏低。該行指,樂道L90有更優越的車內空間與配置規格,尤其是如果正式售價低於預售價,其在30萬元人民幣以下的車款中極具競爭力,因此該行料L90每月銷量突破5,000輛並不困難。
報告又指,市場或需要持續觀察未來數周門店客流與預購情況,直至8月正式交付,才能對公司持更積極態度;後續還需要看到L60銷量改善,以及蔚來主品牌透過更積極促銷重拾銷售動能。現予美股目標價5.9美元及「增持」評級。
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