<p><img src="https://imageproxy.pbkrs.com/https://invezz-wp-media.lon1.digitaloceanspaces.com/2026/03/Nio-car-on-the-road.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1536" height="1024" original-src="https://imageproxy.pbkrs.com/https://invezz-wp-media.lon1.digitaloceanspaces.com/2026/03/Nio-car-on-the-road.png"/></p>
<p>中国电动车制造商蔚来汽车的股价攀升至四个月来的最高点，华尔街的评级上调和强劲的财务业绩增强了公司的增长前景。</p>
<p>周一，蔚来在美国上市的股票上涨近 4%，将其五天的涨幅扩大至 15%。</p>
<p>该股在上周发布首个季度盈利报告后上涨。</p>
<p>近期的反弹是因为分析师对公司在 2026 年交付增长、盈利轨迹和产品管道的乐观情绪日益增强。</p>
<h2>华尔街的评级上调提升蔚来前景</h2>
<p>几家券商在蔚来最新的财报发布后上调了该股评级或提高了目标价。</p>
<p>汇丰将蔚来的评级从 “持有” 上调至 “买入”，并将目标价从 4.8 美元提高至 6.8 美元。</p>
<p>该银行指出盈利可见性改善，并表示对公司的增长轨迹有 “更强的信心”。</p>
<p>汇丰还补充说，新车型和公司核心产品组合的扩展，特别是 ES8，可能支持交付增长，改善产品组合并推动利润率扩张。</p>
<p>该公司还指出，蔚来全系列车型的强劲订单势头可能支持未来的销量。</p>
<p>野村证券也将蔚来的评级从 “中性” 上调至 “买入”，目标价为 6.6 美元。</p>
<p>该券商表示，公司的业务和财务表现已在过去两个季度有所改善，蔚来似乎正在进入一个更健康的运营周期。</p>
<p>尽管野村下调了 2026 年和 2027 年的出货量预测，但仍预计 2025 年至 2028 年间出货量将实现约 25% 的年复合增长。</p>
<p>与此同时，美国银行证券将目标价从 6.3 美元上调至 6.7 美元，同时维持 “中性” 评级。</p>
<p>该公司指出蔚来的强大车型管道和运营费用控制，但警告行业仍面临逆风。</p>
<p>这些逆风包括预计在 2026 年降低的电动车购车补贴和成本通胀。</p>
<h2>首个季度盈利标志着关键里程碑</h2>
<p>蔚来的股价反弹也受到其最新财务业绩的推动，这标志着公司首次实现盈利的季度。</p>
<p>公司报告的收入为 346.5 亿元人民币（49.5 亿美元），超过分析师预期的 332.5 亿元人民币。</p>
<p>调整后的每股收益为 0.29 元，远高于 0.05 元的市场共识预期。</p>
<p>第四季度的汽车交付量达到 124,807 辆，同比增长 72%。</p>
<p>全年交付量增长 47%，达到 326,028 辆，总收入增长 33.1%，达到 874.9 亿元人民币。</p>
<p>公司的指引也为积极情绪做出了贡献。</p>
<p>蔚来预计第一季度交付量为 80,000 至 83,000 辆，同比增长 90% 至 97%。</p>
<p>该季度的收入预计在 244.8 亿元至 251.8 亿元人民币之间，高于市场共识的 233 亿元人民币。</p>
<h2>扩张和车型管道支持增长叙事</h2>
<p>蔚来的近期势头也得益于其扩展的产品线和国际增长战略。</p>
<p>公司在新车型上取得了成功，并计划在今年推出更多车辆，这可能有助于提升销售量。</p>
<p>管理层继续预计 2026 年交付增长为 40% 至 50%，尽管中国更广泛的汽车行业面临挑战。</p>
<p>这家电动车制造商还在寻求国际扩张，以增加在中国以外的销售。</p>
<p>行业发展可能进一步支持电池电动车的需求。</p>
<p>尽管插电式混合动力车在中国的销售放缓，但电池电动车的渗透率持续上升，这可能使专门生产电池电动车的公司如蔚来受益。</p>
<p>与此同时，蔚来正在通过其芯片子公司神机投资于半导体开发，该子公司正在开发第二款芯片并探索潜在的第三方客户。</p>
<p>这一努力与中国更广泛的推动相一致，旨在增强国内半导体能力，同时减少对进口芯片的依赖。</p>
<p>文章《蔚来股价在华尔街评级上调和盈利惊喜后继续上涨》最初发布在 Invezz 上。</p>

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华宝智能电动汽车ETF

自动驾驶和电动汽车 ETF - GlobalX

<p>蔚来汽车的股价在华尔街的评级上调和首次季度盈利报告后飙升至四个月来的最高点。美国上市的股票上涨近 4%，五天内累计涨幅达到 15%。汇丰银行将蔚来的评级上调至 “买入”，目标价为 6.8 美元，理由是盈利可见性改善。野村证券也将其评级上调至 “买入”，目标价为 6.6 美元，而美国银行则将目标价提高至 6.7 美元。蔚来报告的收入为 346.5 亿元人民币，超出预期，并预计在 2026 年将实现强劲的交付增长，这得益于不断扩大的产品阵容和国际战略</p>

<p><img src="https://imageproxy.pbkrs.com/https://invezz-wp-media.lon1.digitaloceanspaces.com/2026/03/Nio-car-on-the-road.png" alt="" original-src="https://invezz-wp-media.lon1.digitaloceanspaces.com/2026/03/Nio-car-on-the-road.png"/></p>
<p>Shares of Chinese electric vehicle maker Nio Inc. climbed to a four-month high as Wall Street upgrades and strong financial results strengthened the company’s growth outlook.</p>
<div class="lb-trans"><p>中国电动车制造商蔚来汽车的股价攀升至四个月来的最高点，华尔街的评级上调和强劲的财务业绩增强了公司的增长前景。</p>
</div><p>US-listed shares of Nio rose nearly 4% on Monday extending its 5 day gains to 15%.</p>
<div class="lb-trans"><p>周一，蔚来在美国上市的股票上涨近 4%，将其五天的涨幅扩大至 15%。</p>
</div><p>The stock gained following the release of its first quarterly profit report in the previous week.</p>
<div class="lb-trans"><p>该股在上周发布首个季度盈利报告后上涨。</p>
</div><p>The recent rally comes as analysts grow more optimistic about the company’s delivery growth, profitability trajectory, and product pipeline heading into 2026.</p>
<div class="lb-trans"><p>近期的反弹是因为分析师对公司在 2026 年交付增长、盈利轨迹和产品管道的乐观情绪日益增强。</p>
</div><h2>Wall Street upgrades boost Nio outlook</h2>
<div class="lb-trans"><h2>华尔街的评级上调提升蔚来前景</h2>
</div><p>Several brokerages upgraded the stock or raised price targets following Nio’s latest earnings report.</p>
<div class="lb-trans"><p>几家券商在蔚来最新的财报发布后上调了该股评级或提高了目标价。</p>
</div><p>HSBC upgraded Nio to “Buy” from “Hold” and raised its price target to $6.8 from $4.8.</p>
<div class="lb-trans"><p>汇丰将蔚来的评级从 “持有” 上调至 “买入”，并将目标价从 4.8 美元提高至 6.8 美元。</p>
</div><p>The bank cited improving earnings visibility and said it has “stronger conviction” in the company’s growth trajectory.</p>
<div class="lb-trans"><p>该银行指出盈利可见性改善，并表示对公司的增长轨迹有 “更强的信心”。</p>
</div><p>HSBC added that new models and expansion of the company’s core portfolio, particularly the ES8, could support delivery growth, improve product mix and drive margin expansion.</p>
<div class="lb-trans"><p>汇丰还补充说，新车型和公司核心产品组合的扩展，特别是 ES8，可能支持交付增长，改善产品组合并推动利润率扩张。</p>
</div><p>The firm also pointed to strong order momentum across Nio’s lineup as a factor that could support future volumes.</p>
<div class="lb-trans"><p>该公司还指出，蔚来全系列车型的强劲订单势头可能支持未来的销量。</p>
</div><p>Nomura also upgraded Nio to “Buy” from “Neutral” with a $6.6 price target.</p>
<div class="lb-trans"><p>野村证券也将蔚来的评级从 “中性” 上调至 “买入”，目标价为 6.6 美元。</p>
</div><p>The brokerage said the company’s business and financial performance have improved over the past two quarters and that Nio appears to be entering a healthier operating cycle.</p>
<div class="lb-trans"><p>该券商表示，公司的业务和财务表现已在过去两个季度有所改善，蔚来似乎正在进入一个更健康的运营周期。</p>
</div><p>While Nomura lowered shipment forecasts for 2026 and 2027, it still expects about 25% compound annual growth in shipments between 2025 and 2028.</p>
<div class="lb-trans"><p>尽管野村下调了 2026 年和 2027 年的出货量预测，但仍预计 2025 年至 2028 年间出货量将实现约 25% 的年复合增长。</p>
</div><p>Meanwhile, Bank of America Securities raised its price target to $6.7 from $6.3 while maintaining a “Neutral” rating.</p>
<div class="lb-trans"><p>与此同时，美国银行证券将目标价从 6.3 美元上调至 6.7 美元，同时维持 “中性” 评级。</p>
</div><p>The firm noted Nio’s strong model pipeline and operating expense discipline but cautioned that sector headwinds remain.</p>
<div class="lb-trans"><p>该公司指出蔚来的强大车型管道和运营费用控制，但警告行业仍面临逆风。</p>
</div><p>These headwinds include lower EV purchase subsidies and cost inflation expected in 2026.</p>
<div class="lb-trans"><p>这些逆风包括预计在 2026 年降低的电动车购车补贴和成本通胀。</p>
</div><h2>First quarterly profit marks key milestone</h2>
<div class="lb-trans"><h2>首个季度盈利标志着关键里程碑</h2>
</div><p>Nio’s share rally was also fueled by its latest financial results, which marked the company’s first profitable quarter.</p>
<div class="lb-trans"><p>蔚来的股价反弹也受到其最新财务业绩的推动，这标志着公司首次实现盈利的季度。</p>
</div><p>The company reported revenue of 34.65 billion yuan ($4.95 billion), exceeding analyst estimates of 33.25 billion yuan.</p>
<div class="lb-trans"><p>公司报告的收入为 346.5 亿元人民币（49.5 亿美元），超过分析师预期的 332.5 亿元人民币。</p>
</div><p>Adjusted earnings came in at 0.29 yuan per share, well above the 0.05 yuan consensus estimate.</p>
<div class="lb-trans"><p>调整后的每股收益为 0.29 元，远高于 0.05 元的市场共识预期。</p>
</div><p>Vehicle deliveries reached 124,807 units in the fourth quarter, representing a 72% increase year over year.</p>
<div class="lb-trans"><p>第四季度的汽车交付量达到 124,807 辆，同比增长 72%。</p>
</div><p>For the full year, deliveries rose 47% to 326,028 vehicles, while total revenue increased 33.1% to 87.49 billion yuan.</p>
<div class="lb-trans"><p>全年交付量增长 47%，达到 326,028 辆，总收入增长 33.1%，达到 874.9 亿元人民币。</p>
</div><p>The company’s guidance also contributed to the positive sentiment.</p>
<div class="lb-trans"><p>公司的指引也为积极情绪做出了贡献。</p>
</div><p>Nio expects first-quarter deliveries of 80,000 to 83,000 vehicles, representing 90% to 97% year-over-year growth.</p>
<div class="lb-trans"><p>蔚来预计第一季度交付量为 80,000 至 83,000 辆，同比增长 90% 至 97%。</p>
</div><p>Revenue for the quarter is projected to range between 24.48 billion yuan and 25.18 billion yuan, above the 23.3 billion yuan consensus estimate.</p>
<div class="lb-trans"><p>该季度的收入预计在 244.8 亿元至 251.8 亿元人民币之间，高于市场共识的 233 亿元人民币。</p>
</div><h2>Expansion and model pipeline support growth narrative</h2>
<div class="lb-trans"><h2>扩张和车型管道支持增长叙事</h2>
</div><p>Nio’s recent momentum has also been supported by its expanding product lineup and international growth strategy.</p>
<div class="lb-trans"><p>蔚来的近期势头也得益于其扩展的产品线和国际增长战略。</p>
</div><p>The company has seen success with newer models and plans to launch additional vehicles this year, which could help boost sales volumes.</p>
<div class="lb-trans"><p>公司在新车型上取得了成功，并计划在今年推出更多车辆，这可能有助于提升销售量。</p>
</div><p>Management continues to project 40% to 50% delivery growth in 2026, despite challenges across China’s broader automotive industry.</p>
<div class="lb-trans"><p>管理层继续预计 2026 年交付增长为 40% 至 50%，尽管中国更广泛的汽车行业面临挑战。</p>
</div><p>The EV maker is also pursuing international expansion as it seeks to increase sales outside China.</p>
<div class="lb-trans"><p>这家电动车制造商还在寻求国际扩张，以增加在中国以外的销售。</p>
</div><p>Industry developments could further support demand for battery-electric vehicles.</p>
<div class="lb-trans"><p>行业发展可能进一步支持电池电动车的需求。</p>
</div><p>While sales of plug-in hybrids have slowed in China, battery-electric vehicle penetration continues to rise, which could benefit companies such as Nio that exclusively produce BEVs.</p>
<div class="lb-trans"><p>尽管插电式混合动力车在中国的销售放缓，但电池电动车的渗透率持续上升，这可能使专门生产电池电动车的公司如蔚来受益。</p>
</div><p>At the same time, Nio is investing in semiconductor development through its chip subsidiary Shenji, which is developing its second chip and exploring potential third-party customers.</p>
<div class="lb-trans"><p>与此同时，蔚来正在通过其芯片子公司神机投资于半导体开发，该子公司正在开发第二款芯片并探索潜在的第三方客户。</p>
</div><p>The effort aligns with China’s broader push to strengthen domestic semiconductor capabilities while reducing reliance on imported chips.</p>
<div class="lb-trans"><p>这一努力与中国更广泛的推动相一致，旨在增强国内半导体能力，同时减少对进口芯片的依赖。</p>
</div><p>The post Nio stock extends gains after Wall Street upgrades and profit surprise appeared first on Invezz</p>
<div class="lb-trans"><p>文章《蔚来股价在华尔街评级上调和盈利惊喜后继续上涨》最初发布在 Invezz 上。</p>
</div>

在华尔街上调评级以及利润超预期后，蔚来汽车的股票继续上涨