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摩根士丹利：预计蔚来10月起月销量将达4-5万辆

观点网讯：8月26日，摩根士丹利发表研究报告指出，蔚来-SW股价自6月低位以来已累计上涨超过90%，同期恒指升9%。蔚来拥有强劲的ES8订单，尽管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，预示着从10月起，集团的月均销量或将达到4万至5万辆。蔚来股价的强劲表现，反映了市场对其未来增长潜力的乐观预期，尤其是在ES8订单强劲和市场情绪改善的背景下。

摩根士丹利：预计蔚来10月起月销量将达4-5万辆

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025082611482297615664&s=b><strong>观点网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月26日，摩根士丹利发表研究报告指出，蔚来-SW（NIO.US）股价自6月低位以来已累计上涨超过90%，同期恒指升9%。蔚来拥有强劲的ES8订单，尽管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，预示着从10月起，集团的月均销量或将达到4万至5万辆。此外，市场情绪有所转变，虽然对蔚来的复苏可持续性仍有争议，但投资者已更关注2026年推出的车型，而非执行风险。该行认为，蔚来股价上升属自我...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025082611482297615664&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","BK4127":"投资银行业与经纪业","NIO":"蔚来","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","09866":"蔚来-SW","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) 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