智通财经APP获悉，摩根士丹利发布研报称，蔚来-SW(09866)接连成功推出L90与ES8两款车型，这或将改变市场对其股票的看法，并为2026年25%-30%的销量增长提供支撑。采用加权概率估值法，大摩预计蔚来销量将实现稳定增长。
报告表示，蔚来于9月20日推出新款ES8，售价为40.68万元人民币，较预售价低1万元人民币，且比2024款便宜18%，基本符合市场预期。境内投资者看好ES8订单持续强劲，认为该股有望跑赢大盘。尽管目前无法获取精确的订单数据，但大摩通过渠道调查了解到，截至9月21日中午，确认订单量或已达4.5万至5万辆，这表明预售订单的转化率表现优异。
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