麦格理银行下调蔚来汽车销量预测 评级调整为“中性”
观点新媒体
11-26
麦格理银行下调
蔚来
汽车销量预测，评级调整为“中性”，因政策不明朗和市场竞争加剧，对
蔚来
2025年及2026年业绩持谨慎态度。
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fry_6168
11-27
fry_6168
摩根士丹利分析师Tim Hsiao领衔的团队指出，预计四季度整车毛利率达到18%，非整车业务收入和毛利率也将环比改善。蔚来管理层重申四季度实现非美国通用会计准则(non-GAAP)盈亏平衡目标，尽管交付量指引低于此前预期。 该行维持蔚来"增持"评级，目标价9美元，较当前股价有57%的上涨空间。
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