蔚来（NIO.SI）今日盘中股价大涨3.89%，市场表现强劲。
消息面上，蔚来此前发布了2025年第四季度及全年财务报告，数据显示公司在该季度实现了12.5亿元人民币的经调整经营利润，这是其成立以来首次在单季度跨过盈亏平衡线。盈利主要得益于主力车型全新ES8的降价走量策略以及公司内部推行的全面降本措施。
与此同时，蔚来董事会宣布了一项面向创始人兼CEO李斌的长期股权激励计划。该计划授予李斌最高价值约120亿美元（约合824亿元人民币）的限制性股票，解锁条件与公司未来的美股市值及年度净利润深度挂钩，有效期长达12年。此举旨在将管理层的个人利益与公司实现“持续盈利”的长期战略目标深度绑定，增强了投资者对公司未来发展的信心。
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