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《大行報告》里昂降蔚來(NIO.US)評級至「跑贏大市」 目標價下調至6美元
里昂降發表研究報告指,蔚來(NIO.US)增長放緩以及盈利能力改善緩慢,因此將其目標價由9.8美元降至6美元,評級由「買入」降至「跑贏大市」。 里昂稱,蔚來去年第四季虧損按季擴大20.8%至55.9億元人民幣,不及市場預期。雖然其平均售價按季跌1.8%至30.8萬元人民幣,但認為考慮到公司折扣及車型組合的調整,平均售價的跌幅是可以接受。 里昂預計,蔚來入門子品牌Alps將於今年第三季發布,從性價比角度來看Alps具有吸引力,同時蔚來亦穩定地建設換電網路,預計年底換電站數量超過3,300個。
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