蔚来告别浪漫主义:保毛利,稳定价,不讲故事

第一财经
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9月1日,蔚来发布了2026年第二季度财报:经调整经营利润2.07亿元,连续第三个季度实现这一口径下的盈利。现金储备567亿元,环比增长了85亿元。  资本市场却没给面子。财报发布当日,蔚来港股跌超6%,第二天再跌超4%。盘中一度触及52周新低。  这也让“市场到底怎么看蔚来”又到了一个分歧点。  9月3日的媒体沟通会上,蔚来汽车创始人、董事长、CEO李斌花了整整三个小时解释蔚来怎么看自己。大多数...

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