智通财经APP获悉，交银国际发布研报称，蔚来-SW(09866)未来市场焦点在于边际改善，尤其是销量回升的可持续性。同时其降本效果是否能达市场预期。报告表示，蔚来销量回升及降本或在第二季迎来边际改善，下半年集团相对乐观。该行认为，其核心应在降本力度。基于蔚来2025年0.58倍的市销率，该行认为集团边际改善或迎来短期反弹机会，故维持目标价48.96港元及“买入”评级。
智通财经APP获悉，交银国际发布研报称，蔚来-SW(09866)未来市场焦点在于边际改善，尤其是销量回升的可持续性。同时其降本效果是否能达市场预期。报告表示，蔚来销量回升及降本或在第二季迎来边际改善，下半年集团相对乐观。该行认为，其核心应在降本力度。基于蔚来2025年0.58倍的市销率，该行认为集团边际改善或迎来短期反弹机会，故维持目标价48.96港元及“买入”评级。
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