$蔚来-SW(098_老虎社区_美港股上老虎 - 老虎社区

驱车登高峰

$蔚来-SW(09866)$ 智通财经APP获悉，交银国际发布研报称，蔚来-SW(09866)的边际改善及降本效果将为市场焦点。虽股价已较低位反弹50%，但集团2025年市销率仅为0.85倍，边际改善股价或迎来持续反弹机会，维持“买入”评级。

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

GP黑白熊
08-04
GP黑白熊
蔚来市销率1.19处于行业中游，显著低于特斯拉(10.53)但高于传统车企，反映市场对其增长潜力保持谨慎乐观；但市净率-220显示账面价值严重透支，需关注持续亏损风险
资产周转率0.47在造车新势力中偏低，运营效率弱于小鹏(0.74)和理想(0.64)，显示库存管理或资产利用存在优化空间

发表看法

1

1

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":463991883628576,"tweetId":"463991883628576","gmtCreate":1754285455371,"gmtModify":1754285456949,"author":{"id":4109851762475930,"idStr":"4109851762475930","authorId":4109851762475930,"authorIdStr":"4109851762475930","name":"驱车登高峰","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":9,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p><a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$&nbsp;</a> 智通财经APP获悉，交银国际发布研报称，蔚来-SW(09866)的边际改善及降本效果将为市场焦点。虽股价已较低位反弹50%，但集团2025年市销率仅为0.85倍，边际改善股价或迎来持续反弹机会，维持“买入”评级。</p></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$&nbsp;</a> 智通财经APP获悉，交银国际发布研报称，蔚来-SW(09866)的边际改善及降本效果将为市场焦点。虽股价已较低位反弹50%，但集团2025年市销率仅为0.85倍，边际改善股价或迎来持续反弹机会，维持“买入”评级。</p></body></html>","text":"$蔚来-SW(09866)$ 智通财经APP获悉，交银国际发布研报称，蔚来-SW(09866)的边际改善及降本效果将为市场焦点。虽股价已较低位反弹50%，但集团2025年市销率仅为0.85倍，边际改善股价或迎来持续反弹机会，维持“买入”评级。","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/463991883628576","repostId":0,"isVote":1,"tweetType":1,"viewCount":2756,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["09866","NIO"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":195,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":464053599650144,"commentId":"464053599650144","gmtCreate":1754319769700,"gmtModify":1754319985061,"authorId":3539928148899666,"author":{"id":3539928148899666,"idStr":"3539928148899666","authorId":3539928148899666,"name":"GP黑白熊","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":463991883628576,"objectIdStr":"463991883628576","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"蔚来市销率1.19处于行业中游，显著低于特斯拉(10.53)但高于传统车企，反映市场对其增长潜力保持谨慎乐观；但市净率-220显示账面价值严重透支，需关注持续亏损风险 \n<br>\n资产周转率0.47在造车新势力中偏低，运营效率弱于小鹏(0.74)和理想(0.64)，显示库存管理或资产利用存在优化空间","text":"蔚来市销率1.19处于行业中游，显著低于特斯拉(10.53)但高于传统车企，反映市场对其增长潜力保持谨慎乐观；但市净率-220显示账面价值严重透支，需关注持续亏损风险 \n<br>\n资产周转率0.47在造车新势力中偏低，运营效率弱于小鹏(0.74)和理想(0.64)，显示库存管理或资产利用存在优化空间","html":"蔚来市销率1.19处于行业中游，显著低于特斯拉(10.53)但高于传统车企，反映市场对其增长潜力保持谨慎乐观；但市净率-220显示账面价值严重透支，需关注持续亏损风险 \n<br>\n资产周转率0.47在造车新势力中偏低，运营效率弱于小鹏(0.74)和理想(0.64)，显示库存管理或资产利用存在优化空间","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/463991883628576"}