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我们不妨看看这个信号：盘前涨11%绝不是情绪冲动。智驾大模型NWM提速、算力加码，这意味着技术护城河还在加深。当别人还在拼价格，蔚来已经开始拼技术变现了。2026年全年盈利稳了，我锁仓不动。 $蔚来(NIO)$ $蔚来-SW(09866)$

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