《大行》大和:蔚來(NIO.US)ONVO L90等待期延長至8-10週 顯示需求強勁
大和表示,根據ONVO應用程式數據,截至2025年8月11日,蔚來(NIO.US)ONVO L90的等待期,已從8月5日的4-6週延長至8-10週,顯示對這款全尺寸SUV的強勁需求持續。與此同時,L60的等待期從8月5日的3-5週增至4-6週。雖然ONVO L90需求保持強勁,但L60訂單亦有所改善。
根據ThinkerCar數據,蔚來在ONVO L90於7月31日推出後的前三天交付1,978輛。該行認為,ONVO L90首月交付量有望超過10,000輛,可能推動蔚來8月總銷量突破30,000輛。該行重申對蔚來「買入」評級。
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