智通财经APP获悉，蔚来-SW(09866)涨超4%，截至发稿，涨4%，报29.12港元，成交额8177.82万港元。
消息面上，大摩发布研报指出，蔚来-SW管理层重申，公司将优先透过销量增长及经营杠杆推动利润增长，并重申今年达成非公认会计准则(non-GAAP)经调整盈利的目标。此外，公司预计可透过提升效率，将车辆毛利率稳定在约18%水平。该行认为，蔚来的资产负债表融资压力已消除，预计(第三季)现金及等价物逾600亿元人民币，明年则逾700亿元人民币，换电业务预料于三年内接近盈亏平衡。
瑞银指出，国内汽车市场竞争激烈，但消费能力提升，高端纯电动车市场仍展现强劲韧性。今年蔚来凭借品牌忠诚度与高端定位，成为少数同时销量同比增长超50%、平均售价上升，且新车上市半年后仍能维持月销万辆以上的品牌。该行认为，产品组合的换代将成为蔚来未来的核心增长引擎。
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