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...
Source Link8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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