蔚来(NIO.US)涨5.8%，报5.79美元。消息面上，蔚来公布，2025年第四季度经营利润为12.5亿元，实现公司首次季度盈利；总营收约346.5亿元，同比增长75.9%；现金储备459亿元，环比大幅增长近百亿元。展望2026年第一季度，蔚来给出8万至8.3万辆的交付指引，同比增长90.1%~97.2%；营收指引为244.8亿元~251.8亿元，同比增长103.4%至109.2%。在实现季度盈利后，李斌将2026年的经营目标瞄准“全年盈利”。 业绩公布后，中银国际上调蔚来目标价至11美元，评级“买入”；将集团2026年至2027年销量预测小幅上调至45万-54万台，密集的产品矩阵将有力支撑其销量的高增长和业绩向好。大和指，蔚来第四季业绩强劲，基于强劲的车型周期及持续的成本节约措施，予其美股“买入”评级。(格隆汇)
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