异动解读 | 蔚来盘中大涨8.09%,大摩上调评级至"增持"目标价涨至8美元

异动解读08-27

蔚来(09866.HK)周三盘中大涨8.09%,引发市场关注。该股价格上涨主要受多家券商积极评级和公司新车型预售火爆等利好因素推动。

摩根大通将蔚来的评级从"中性"上调至"增持",目标价从4.8美元大幅上调至8美元。与此同时,摩根士丹利重申了对蔚来的推荐评级。摩根士丹利研报指出,蔚来拥有强劲的ES8订单,虽然真正的需求仍取决于订单转化,但正面的反应支持市场信心,预示从10月开始集团的月均销量或将达到4万至5万辆。

这些积极的评级变动反映了分析师对蔚来业务前景的乐观预期。事实上,蔚来近期新车型表现亮眼。8月21日,全新第三代蔚来ES8正式开启预售,整车预售价41.68万元起,较前代产品降价约8万元,引发市场热议。据悉,全新ES8的预订单量已超过此前上市的乐道L90。市场普遍预期,随着全新ES8的上市,蔚来品牌销量有望在近期重新开启增长。

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