德银：订单供不应求，维持蔚来(NIO.US)“买入”评级

智通财经2020-10-20

自3月份卫生事件造成的股市暴跌以来，许多科技公司的股价都出现了大幅上涨。不过，很少有公司能像蔚来(NIO.US)那样创造出如此高的涨幅。随着电动汽车的发展趋势，其股价自3月份低点以来上涨了令人难以置信的1070%。德意志银行分析师Edison Yu指出，并没有什么特定的因素推动股价走高，但他指出，有几项进展帮助保持了股价上涨的势头。首先，在最近的一次采访中，蔚来CEO李斌表示，他预计到明年年底，...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我想赚钱555
2020-10-20
我想赚钱555
为什么全是华裔分析师，不会是中金公司出来的跳槽过去分吧
canonwu
2020-10-20
canonwu
modely除了牌子和fsd 也就那样了增大版的model3，用的model3底盘
度度假
2020-10-20
度度假
买进蔚来是因为大家都不知道智能汽车会给我们的生活带来什么变化，但正是因为未知所以让人兴奋！

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2076589028?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/3380231cb191ca9bea37a0c70765537d","is_english":false,"pubTime":"2020-10-20 15:40","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2076589028","market":"hk","top_or_hot":-1,"title":"德银：订单供不应求，维持蔚来(NIO.US)“买入”评级","media":"智通财经","content":"<div>\n<p>自3月份卫生事件造成的股市暴跌以来，许多科技公司的股价都出现了大幅上涨。不过，很少有公司能像蔚来(NIO.US)那样创造出如此高的涨幅。随着电动汽车的发展趋势，其股价自3月份低点以来上涨了令人难以置信的1070%。德意志银行分析师Edison Yu指出，并没有什么特定的因素推动股价走高，但他指出，有几项进展帮助保持了股价上涨的势头。首先，在最近的一次采访中，蔚来CEO李斌表示，他预计到明年年底，...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/348948.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>德银：订单供不应求，维持蔚来(NIO.US)“买入”评级</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n德银：订单供不应求，维持蔚来(NIO.US)“买入”评级\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-10-20 15:40 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/348948.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>自3月份卫生事件造成的股市暴跌以来，许多科技公司的股价都出现了大幅上涨。不过，很少有公司能像蔚来(NIO.US)那样创造出如此高的涨幅。随着电动汽车的发展趋势，其股价自3月份低点以来上涨了令人难以置信的1070%。德意志银行分析师Edison Yu指出，并没有什么特定的因素推动股价走高，但他指出，有几项进展帮助保持了股价上涨的势头。首先，在最近的一次采访中，蔚来CEO李斌表示，他预计到明年年底，...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/348948.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"NIO","symbol_name":"蔚来","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/348948.html","article_id":"2076589028","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/3380231cb191ca9bea37a0c70765537d"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2076589028","pubTimestamp":1603179645,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"不过，很少有公司能像蔚来那样创造出如此高的涨幅。这是自2019年6月以来的最高月度产量。蔚来需要关注的正是电动汽车制造商巨头特斯拉。总而言之，该分析师维护蔚来股票的“买入”评级，并表示在其公布季度业绩后重新评估其估值。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":["rate"],"viewcount":null,"language":"zh","relate_stocks":{"NIO":"蔚来"},"translate_title":"Deutsche Bank: Orders Shortage, Maintain NIO.US \"Buy\" Rating","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NIO":1},"content_text":"自3月份卫生事件造成的股市暴跌以来，许多科技公司的股价都出现了大幅上涨。不过，很少有公司能像蔚来(NIO.US)那样创造出如此高的涨幅。随着电动汽车的发展趋势，其股价自3月份低点以来上涨了令人难以置信的1070%。德意志银行分析师Edison Yu指出，并没有什么特定的因素推动股价走高，但他指出，有几项进展帮助保持了股价上涨的势头。首先，在最近的一次采访中，蔚来CEO李斌表示，他预计到明年年底，蔚来的年产量将达到15万辆，而目前的年产量为6万辆。从长期来看，蔚来希望将这一数字提高到每年30万。此外，中国市场的增长速度快于这位分析师的预期，9月份的强劲销售就证明了这一点。客用BEV销量同比增长70%，达到10万辆。这是自2019年6月以来的最高月度产量。此外，该分析师还认为，由于订单过多，部分消费者需要等好几个月才收到货，这让买家们感到兴奋。而国产品牌的迅速崛起则导致了购买国产的潮流。再加上看涨期权交易量的激增，这一切都会导致股票暴涨。不过，德银也指出了市场情绪可能会发生的变化。蔚来需要关注的正是电动汽车制造商巨头特斯拉。该行表示“我们确实看到了一些风险，特斯拉可能大幅降低其中国产Model Y车型的价格，从48.8万元人民币降至30万中高价格区间(56-  5.8万美元)。考虑到它将是NIO的EC6和ES6的直接竞争对手，这可能会损害蔚来新车型的短期人气，并减缓其订单势头。”总而言之，该分析师维护蔚来股票的“买入”评级，并表示在其公布季度业绩后重新评估其估值。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":303566445,"gmtCreate":1603201481987,"gmtModify":1703829044822,"author":{"id":"3551825779448005","authorId":"3551825779448005","name":"我想赚钱555","avatar":"https://static.tigerbbs.com/cbb16292bd45aacf653722b77a24a229","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3551825779448005","authorIdStr":"3551825779448005"},"htmlText":"为什么全是华裔分析师，不会是中金公司出来的跳槽过去分吧","listText":"为什么全是华裔分析师，不会是中金公司出来的跳槽过去分吧","text":"为什么全是华裔分析师，不会是中金公司出来的跳槽过去分吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/303566445","repostId":2076589028,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":303531164,"gmtCreate":1603193077158,"gmtModify":1703829002155,"author":{"id":"3540812366898589","authorId":"3540812366898589","name":"canonwu","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3540812366898589","authorIdStr":"3540812366898589"},"htmlText":"modely除了牌子和fsd 也就那样了 增大版的model3，用的model3底盘&nbsp;","listText":"modely除了牌子和fsd 也就那样了 增大版的model3，用的model3底盘&nbsp;","text":"modely除了牌子和fsd 也就那样了 增大版的model3，用的model3底盘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/303531164","repostId":2076589028,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":303592282,"gmtCreate":1603190754546,"gmtModify":1703828992911,"author":{"id":"3562799679355134","authorId":"3562799679355134","name":"度度假","avatar":"https://static.tigerbbs.com/af8ad0814c19ac68cb9bbfe1d47d5aeb","vip":2,"crmLevel":8,"crmLevelSwitch":0,"idStr":"3562799679355134","authorIdStr":"3562799679355134"},"htmlText":"买进蔚来是因为大家都不知道智能汽车会给我们的生活带来什么变化，但正是因为未知所以让人兴奋！","listText":"买进蔚来是因为大家都不知道智能汽车会给我们的生活带来什么变化，但正是因为未知所以让人兴奋！","text":"买进蔚来是因为大家都不知道智能汽车会给我们的生活带来什么变化，但正是因为未知所以让人兴奋！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/303592282","repostId":2076589028,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":5,"commentSize":3,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2076589028"}