<p>在美国上市的三大中国电动车制造商中，<strong>蔚来汽车</strong> (NYSE: NIO)、<strong>理想汽车</strong> (NASDAQ: LI) 和 <strong>小鹏汽车</strong> (NYSE: XPEV) 的股价均低于其共识目标价，使得它们在当前水平上都是值得购买的股票。</p>
<p>以下是最新分析师数据和市场机制的详细分析，以查看这三家公司的哪一家在未来一年中提供了最具吸引力的上涨潜力。</p>
<ul>
<li><strong>蔚来汽车的股票正在波动。查看这里的图表和价格走势。</strong></li>
</ul>
<h2><strong>上涨分析（按数字）</strong></h2>
<p>上涨潜力是通过将当前市场价格（截至 2026 年 1 月 26 日）与共识目标价进行比较来确定的。以下数据为：</p>
<table>
<thead>
<tr>
<th></th>
<th></th>
<th></th>
<th></th>
</tr>
</thead>
<tbody>
<tr>
<td><strong>公司</strong></td>
<td><strong>当前价格</strong></td>
<td><strong>共识目标</strong></td>
<td><strong>潜在上涨</strong></td>
</tr>
<tr>
<td><strong>蔚来</strong></td>
<td>$4.61</td>
<td>$7.62</td>
<td>+65.29%</td>
</tr>
<tr>
<td><strong>理想汽车</strong></td>
<td>$16.94</td>
<td>$25.24</td>
<td>+49.00%</td>
</tr>
<tr>
<td><strong>小鹏</strong></td>
<td>$18.79</td>
<td>$21.78</td>
<td>+15.91%</td>
</tr>
</tbody>
</table>
<hr/>
<h3><strong>为何蔚来在上涨潜力上领先</strong></h3>
<p>蔚来作为上涨潜力的领导者，其原因在于其被低估的估值。该股目前交易价格接近每股$4.60，正好略高于巴克莱在 2025 年底设定的$4 的市场低点。</p>
<p>这表明市场已经考虑了大量的悲观情绪，因为蔚来的现金消耗高以及其电池更换网络的资本密集型特性。</p>
<p>然而，分析师们对$7.62 的共识目标持乐观态度，可能是押注于蔚在 2026 年基础设施的成熟。如果蔚来成功通过其低价子品牌（如 Onvo）转型为大众市场参与者，那么其当前价格与$7.62 目标之间的差距代表了一个巨大的复苏机会。</p>
<h3><strong>替代方案：理想汽车与小鹏</strong></h3>
<p><strong>理想汽车：</strong> 尽管其上涨潜力（+49.4%）低于蔚来，但由于其持续盈利，理想汽车可以被视为更安全的选择。</p>
<p>这里的差距表明分析师认为该股票被低估，尽管杰富瑞的低目标为$17.50，表明理想汽车的股票 目前交易 接近其被认为的底部。</p>
<p><strong>小鹏：</strong> 由于其 共识目标 仅有 16% 的上涨潜力，小鹏在市场上被认为是最公允估值的公司，反映出投资者对其人工智能和自动驾驶领先地位的信心，这意味着其大部分增长已经被市场定价。</p>
<p>对于高风险高回报的投资，蔚来在数学上具有优势。对于寻求更强基本面支持的增长投资者，理想汽车提供了一个引人注目的中间选择，潜在上涨接近 50%。</p>
<p><em>照片来源：Shutterstock</em></p>

华宝智能电动汽车ETF

华夏中证新能源汽车ETF

<p>Nio、理想汽车和小鹏汽车目前的交易价格低于其共识目标价，使它们成为有吸引力的买入选择。Nio 的潜在上涨幅度为 65.29%，主要得益于其低估值和预期的基础设施成熟。理想汽车则提供了更安全的投资，潜在上涨幅度为 49%，而小鹏汽车的潜在上涨幅度最低，为 15.91%，反映出其公平的市场估值。寻求高风险机会的投资者可能更倾向于 Nio，而那些寻求稳定性的投资者则可能考虑理想汽车</p>

<p>All three of the largest U.S.-listed Chinese EV makers, <strong>NIO Inc.</strong> (NYSE: NIO), <strong>Li Auto Inc.</strong> (NASDAQ: LI) and <strong>XPeng, Inc.</strong> (NYSE: XPEV) are trading below their consensus price targets, making each a solid buy at current levels.</p>
<div class="lb-trans"><p>在美国上市的三大中国电动车制造商中，<strong>蔚来汽车</strong> (NYSE: NIO)、<strong>理想汽车</strong> (NASDAQ: LI) 和 <strong>小鹏汽车</strong> (NYSE: XPEV) 的股价均低于其共识目标价，使得它们在当前水平上都是值得购买的股票。</p>
</div><p>Here is a breakdown of the latest analyst data and market mechanics to see which of these three players offers the most compelling upside for the year ahead.</p>
<div class="lb-trans"><p>以下是最新分析师数据和市场机制的详细分析，以查看这三家公司的哪一家在未来一年中提供了最具吸引力的上涨潜力。</p>
</div><ul>
<li><strong>NIO stock is moving. See the chart and price action here.</strong></li>
</ul>
<div class="lb-trans"><ul>
<li><strong>蔚来汽车的股票正在波动。查看这里的图表和价格走势。</strong></li>
</ul>
</div><h2><strong>Upside Analysis (By the Numbers)</strong></h2>
<div class="lb-trans"><h2><strong>上涨分析（按数字）</strong></h2>
</div><p>Upside is determined by comparing the current market price (as of Jan. 26, 2026) against the consensus price target. The following data is</p>
<div class="lb-trans"><p>上涨潜力是通过将当前市场价格（截至 2026 年 1 月 26 日）与共识目标价进行比较来确定的。以下数据为：</p>
</div><table>
<thead>
<tr>
<th></th>
<th></th>
<th></th>
<th></th>
</tr>
</thead>
<tbody>
<tr>
<td><strong>Company</strong></td>
<td><strong>Current Price</strong></td>
<td><strong>Consensus Target</strong></td>
<td><strong>Potential Upside</strong></td>
</tr>
<tr>
<td><strong>NIO</strong></td>
<td>$4.61</td>
<td>$7.62</td>
<td>+65.29%</td>
</tr>
<tr>
<td><strong>Li Auto</strong></td>
<td>$16.94</td>
<td>$25.24</td>
<td>+49.00%</td>
</tr>
<tr>
<td><strong>XPeng</strong></td>
<td>$18.79</td>
<td>$21.78</td>
<td>+15.91%</td>
</tr>
</tbody>
</table>
<div class="lb-trans"><table>
<thead>
<tr>
<th></th>
<th></th>
<th></th>
<th></th>
</tr>
</thead>
<tbody>
<tr>
<td><strong>公司</strong></td>
<td><strong>当前价格</strong></td>
<td><strong>共识目标</strong></td>
<td><strong>潜在上涨</strong></td>
</tr>
<tr>
<td><strong>蔚来</strong></td>
<td>$4.61</td>
<td>$7.62</td>
<td>+65.29%</td>
</tr>
<tr>
<td><strong>理想汽车</strong></td>
<td>$16.94</td>
<td>$25.24</td>
<td>+49.00%</td>
</tr>
<tr>
<td><strong>小鹏</strong></td>
<td>$18.79</td>
<td>$21.78</td>
<td>+15.91%</td>
</tr>
</tbody>
</table>
</div><hr/>
<div class="lb-trans"><hr/>
</div><h3><strong>Why Nio Leads on Upside</strong></h3>
<div class="lb-trans"><h3><strong>为何蔚来在上涨潜力上领先</strong></h3>
</div><p>Nio's position as the upside leader is driven by its depressed valuation. Trading near $4.60 per share, the stock is currently hovering just above the Street low of $4 set by Barclays in late 2025.</p>
<div class="lb-trans"><p>蔚来作为上涨潜力的领导者，其原因在于其被低估的估值。该股目前交易价格接近每股$4.60，正好略高于巴克莱在 2025 年底设定的$4 的市场低点。</p>
</div><p>This suggests that the market has priced in a significant amount of pessimism because of Nio's high cash burn and the capital-intensive nature of its battery-swapping network.</p>
<div class="lb-trans"><p>这表明市场已经考虑了大量的悲观情绪，因为蔚来的现金消耗高以及其电池更换网络的资本密集型特性。</p>
</div><p>However, analysts maintaining a consensus of $7.62 are likely betting on Nio's infrastructure maturity in 2026. If Nio successfully transitions to a mass-market player via its lower-priced sub-brands (like Onvo), the gap between its current price and the $7.62 target represents a massive recovery play.</p>
<div class="lb-trans"><p>然而，分析师们对$7.62 的共识目标持乐观态度，可能是押注于蔚在 2026 年基础设施的成熟。如果蔚来成功通过其低价子品牌（如 Onvo）转型为大众市场参与者，那么其当前价格与$7.62 目标之间的差距代表了一个巨大的复苏机会。</p>
</div><h3><strong>The Alternatives: Li Auto &amp; XPeng</strong></h3>
<div class="lb-trans"><h3><strong>替代方案：理想汽车与小鹏</strong></h3>
</div><p><strong>Li Auto:</strong> While its upside (+49.4%) is lower than Nio's, Li Auto could be viewed as a safer bet due to its consistent profitability.</p>
<div class="lb-trans"><p><strong>理想汽车：</strong> 尽管其上涨潜力（+49.4%）低于蔚来，但由于其持续盈利，理想汽车可以被视为更安全的选择。</p>
</div><p>The gap here suggests analysts believe the stock is undervalued, though Jefferies’ low target of $17.50 indicates Li stock is currently trading near its perceived floor.</p>
<div class="lb-trans"><p>这里的差距表明分析师认为该股票被低估，尽管杰富瑞的低目标为$17.50，表明理想汽车的股票 目前交易 接近其被认为的底部。</p>
</div><p><strong>XPeng:</strong> With only 16% upside to its consensus target, XPeng is the most fairly valued by the market, reflecting investor confidence in its AI and autonomous driving lead, meaning much of its growth is already priced in.</p>
<div class="lb-trans"><p><strong>小鹏：</strong> 由于其 共识目标 仅有 16% 的上涨潜力，小鹏在市场上被认为是最公允估值的公司，反映出投资者对其人工智能和自动驾驶领先地位的信心，这意味着其大部分增长已经被市场定价。</p>
</div><p>For a high-risk, high-reward play, Nio has the mathematical edge. For investors seeking growth backed by stronger fundamentals, Li Auto offers a compelling middle ground and potential upside of nearly 50%.</p>
<div class="lb-trans"><p>对于高风险高回报的投资，蔚来在数学上具有优势。对于寻求更强基本面支持的增长投资者，理想汽车提供了一个引人注目的中间选择，潜在上涨接近 50%。</p>
</div><p><em>Photo: Shutterstock</em></p>
<div class="lb-trans"><p><em>照片来源：Shutterstock</em></p>
</div>

Nio, Li, XPeng: Which Chinese EV Stock Has The Most Upside?

benzinga_article

蔚来汽车、理想汽车和小鹏汽车：哪只中国电动车股票具有最大的上涨潜力？