$蔚来(NIO)$ _老虎社区_美港股上老虎

tedyuan
2025-12-01

李斌在Q3财报会议明确Q4单季盈利，且修改Q4指引大超预期，预计Q4交付12万辆左右，营收327-340亿左右；这也就是实现Q4盈利的路径—Q4交付12万辆，即月均交付4万辆。结合11月3.6万的交付量、接下来的产能提升等情况来看，个人观点，月均交付4万辆左右，实现季度盈利应大概率能实现。

是否看好蔚来四季度盈利？(单选)

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大概率盈利
37 票
大概率亏损
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无法预知
8 票

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