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美股異動丨蔚來盤前續漲超2% 大摩料樂道L90月銷可達5000輛 籲“增持”
格隆匯 07-15 16:17
昨日收漲6.92%的蔚來(NIO.US)今日美股盤前續漲2.64%,報4.28美元。大摩發研報指,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5000輛並不困難。市場或需要持續觀察未來數週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。(格隆匯)

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