蔚来行至临界点

华尔街见闻
Aug 14, 2025

作者 | 柴旭晨 编辑 | 周智宇 苦熬了几年,蔚来和李斌终于等来翻盘的临界点。 8月12日,捷报又至。上市仅仅十天的乐道L90累计交付超4000台,蹿升至大型SUV周销量榜TOP2,超越理想L9与L8的总和。李斌终于尝到了爆款的甜头,资本市场也用脚投票。从L90预售起,蔚来股价持续走高,单是在7月就大涨超40%。 销量冲高、股价飞涨,蔚来在舆论场的口碑迅速实现了反转。更重要的是,它让资本市场开始...

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