蔚来：高盛降评级和目标价至 30 港元利空_老虎社区_美港股上老虎

蔚来：高盛降评级和目标价至 30 港元利空

和讯网11-26

【高盛降蔚来评级至沽售，下调目标价至 30 港元】高盛发布报告称，将蔚来目标价由 38 港元降至 30 港元，评级由中性降至沽售。因预期蔚来品牌新车型管道有限，新品牌乐道(Onvo)产能提升缓慢，公司明年或处不利位置，且明年第一季行业竞争可能加剧。此外，高盛指出，蔚来持续扩大乐道品牌销售网络，销售费用和研发开支上升将加大经营亏损，妨碍未来三年迈向盈利。短期看，蔚来第四季销量和收入指引目标存下行风险...

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大赢家马斯克
·11-27
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