智通财经APP获悉，蔚来-SW(09866)涨超3%，截至发稿，涨3.16%，报55.45港元，成交额2.2亿港元。
消息面上，2025 蔚来日（NIO Day 2025）于9 月 20 日举行。NIO Day 2025上，蔚来宣布全场景科技旗舰 SUV —— 全新 ES8 正式上市。蔚来全新ES8整车购买价40.68万元起，电池租用方式购买价29.88万元起，提供7座行政豪华版、6座行政豪华版、6座行政签名版三个版型。此外，蔚来宣布智能电动行政旗舰——ET9地平线特别版正式上市，将于2025年9月底开启交付。
摩根士丹利发布研报称，蔚来接连成功推出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。花旗认为，蔚来纯电动车销售表现优秀，加上L90与ES8车型订单强劲，将2026及2027年销量预测上调至50万及57.1万辆，毛利率预测分别上调至16.8%与18.1%。花旗将蔚来纳入未来30天上升催化观察名单。
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