《大行報告》大摩:蔚來(NIO.US)10月銷售按月放緩遜預期
摩根士丹利發表報告指,蔚來(NIO.US)10月銷量為10,059輛,按年增174%,按月跌8%,低於市場已降低的預期,但不應完全令人感意外,主要是每周銷量進展緩慢,合肥生產進展及來自沿海的終端需求均受到近期疫情封城影響。
該行指,市場均關注公司即將在第三季季績發布會上,公布第四季的指引更新,會否有任何機會在今年內加快ET5或ET7的交付量。該行給予蔚來評級「增持」及目標價25美元。(ca/k)
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