《大行》摩通:蔚來(NIO.US)次季業績遜預期 維持「增持」評級
摩根大通發表研究報告指,蔚來(09866.HK)(NIO US)第二季業績稍遜該行預期,主要受到5月中下旬產品升級的影響,管理層透露2026財年新車型推出計劃及成本控制措施,重申目標在第四季實現季度銷量15萬輛及非通用會計準則經營收支平衡。
摩通對蔚來維持正面看法,相信通過控制成本及推出新車型等一系列舉措,蔚來競爭力將得以提升,財務表現將改善,預期市場將上調盈利預測,維持「增持」評級,美股目標價爲8美元。
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