摩根士丹利：预计蔚来10月起月销量将达4-5万辆_老虎社区_美港股上老虎

摩根士丹利：预计蔚来10月起月销量将达4-5万辆

观点网2025-08-26

8月26日，摩根士丹利发表研究报告指出，蔚来-SW（NIO.US）股价自6月低位以来已累计上涨超过90%，同期恒指升9%。蔚来拥有强劲的ES8订单，尽管真正的需求仍取决于订单转化，但正面的反应支持市场信心，预示着从10月起，集团的月均销量或将达到4万至5万辆。此外，市场情绪有所转变，虽然对蔚来的复苏可持续性仍有争议，但投资者已更关注2026年推出的车型，而非执行风险。该行认为，蔚来股价上升属自我...

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瓯东散人
·2025-08-28
摩根赶紧重仓蔚来啊
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JaneLiu0128
·2025-08-27
大摩上当了
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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025082611482297615664&s=b><strong>观点网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月26日，摩根士丹利发表研究报告指出，蔚来-SW（NIO.US）股价自6月低位以来已累计上涨超过90%，同期恒指升9%。蔚来拥有强劲的ES8订单，尽管真正的需求仍取决于订单转化，但正面的反应支持市场信心，预示着从10月起，集团的月均销量或将达到4万至5万辆。此外，市场情绪有所转变，虽然对蔚来的复苏可持续性仍有争议，但投资者已更关注2026年推出的车型，而非执行风险。该行认为，蔚来股价上升属自我...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025082611482297615664&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","LU0795875169.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD-H","BK4588":"碎股","NIO.SI":"蔚来","BK4548":"巴美列捷福持仓","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","LU1732799900.SGD":"JPMorgan Investment Funds - Global Income A (irc) SGD-H","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) 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(A)"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025082611482297615664&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2562879206","content_text":"8月26日，摩根士丹利发表研究报告指出，蔚来-SW（NIO.US）股价自6月低位以来已累计上涨超过90%，同期恒指升9%。蔚来拥有强劲的ES8订单，尽管真正的需求仍取决于订单转化，但正面的反应支持市场信心，预示着从10月起，集团的月均销量或将达到4万至5万辆。此外，市场情绪有所转变，虽然对蔚来的复苏可持续性仍有争议，但投资者已更关注2026年推出的车型，而非执行风险。该行认为，蔚来股价上升属自我强化，因投资者相信股价与资本市场对参与蔚来经营融资及战略目标的意愿相关，亦与经营价值及是否有能力过渡汽车行业加快“洗牌”有所关联。蔚来股价的强劲表现，反映了市场对其未来增长潜力的乐观预期，尤其是在ES8订单强劲和市场情绪改善的背景下。同时，投资者对蔚来2026年新车型的期待，也为其股价提供了进一步上涨的动力。","news_type":1,"symbols_score_info":{"EVS.SI":0.6,"NIO":1,"09866":0.6,"NIO.SI":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":472103540069136,"gmtCreate":1756291147395,"gmtModify":1756291149150,"author":{"id":"3553287329671527","authorId":"3553287329671527","name":"JaneLiu0128","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3553287329671527","idStr":"3553287329671527"},"htmlText":"大摩上当了","listText":"大摩上当了","text":"大摩上当了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/472103540069136","repostId":2562879206,"repostType":2,"repost":{"id":"2562879206","kind":"news","pubTimestamp":1756179960,"share":"https://www.laohu8.com/m/news/2562879206?lang=zh_CN&edition=full","pubTime":"2025-08-26 11:46","market":"us","language":"zh","title":"摩根士丹利：预计蔚来10月起月销量将达4-5万辆","url":"https://stock-news.laohu8.com/highlight/detail?id=2562879206","media":"观点网","summary":"观点网讯：8月26日，摩根士丹利发表研究报告指出，蔚来-SW股价自6月低位以来已累计上涨超过90%，同期恒指升9%。蔚来拥有强劲的ES8订单，尽管真正的需求仍取决于订单转化，但正面的反应支持市场信心，预示着从10月起，集团的月均销量或将达到4万至5万辆。蔚来股价的强劲表现，反映了市场对其未来增长潜力的乐观预期，尤其是在ES8订单强劲和市场情绪改善的背景下。","content":"<p>8月26日，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>发表研究报告指出，<a href=\"https://laohu8.com/S/09866\">蔚来-SW</a>（<a href=\"https://laohu8.com/S/NIO\">NIO</a>.US）股价自6月低位以来已累计上涨超过90%，同期恒指升9%。<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>拥有强劲的ES8订单，尽管真正的需求仍取决于订单转化，但正面的反应支持市场信心，预示着从10月起，集团的月均销量或将达到4万至5万辆。此外，市场情绪有所转变，虽然对蔚来的复苏可持续性仍有争议，但投资者已更关注2026年推出的车型，而非执行风险。</p><p>该行认为，蔚来股价上升属自我强化，因投资者相信股价与资本市场对参与蔚来经营融资及战略目标的意愿相关，亦与经营价值及是否有能力过渡汽车行业加快“洗牌”有所关联。蔚来股价的强劲表现，反映了市场对其未来增长潜力的乐观预期，尤其是在ES8订单强劲和市场情绪改善的背景下。同时，投资者对蔚来2026年新车型的期待，也为其股价提供了进一步上涨的动力。</p>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025082611482297615664&s=b><strong>观点网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月26日，摩根士丹利发表研究报告指出，蔚来-SW（NIO.US）股价自6月低位以来已累计上涨超过90%，同期恒指升9%。蔚来拥有强劲的ES8订单，尽管真正的需求仍取决于订单转化，但正面的反应支持市场信心，预示着从10月起，集团的月均销量或将达到4万至5万辆。此外，市场情绪有所转变，虽然对蔚来的复苏可持续性仍有争议，但投资者已更关注2026年推出的车型，而非执行风险。该行认为，蔚来股价上升属自我...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025082611482297615664&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","LU0795875169.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD-H","BK4588":"碎股","NIO.SI":"蔚来","BK4548":"巴美列捷福持仓","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","LU1732799900.SGD":"JPMorgan Investment Funds - Global Income A (irc) SGD-H","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) 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(A)"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025082611482297615664&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2562879206","content_text":"8月26日，摩根士丹利发表研究报告指出，蔚来-SW（NIO.US）股价自6月低位以来已累计上涨超过90%，同期恒指升9%。蔚来拥有强劲的ES8订单，尽管真正的需求仍取决于订单转化，但正面的反应支持市场信心，预示着从10月起，集团的月均销量或将达到4万至5万辆。此外，市场情绪有所转变，虽然对蔚来的复苏可持续性仍有争议，但投资者已更关注2026年推出的车型，而非执行风险。该行认为，蔚来股价上升属自我强化，因投资者相信股价与资本市场对参与蔚来经营融资及战略目标的意愿相关，亦与经营价值及是否有能力过渡汽车行业加快“洗牌”有所关联。蔚来股价的强劲表现，反映了市场对其未来增长潜力的乐观预期，尤其是在ES8订单强劲和市场情绪改善的背景下。同时，投资者对蔚来2026年新车型的期待，也为其股价提供了进一步上涨的动力。","news_type":1,"symbols_score_info":{"EVS.SI":0.6,"NIO":1,"09866":0.6,"NIO.SI":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":2,"commentSize":2,"repostSize":2,"favoriteSize":2,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}