蔚来告别烧钱叙事，千亿蔚来如何回归基本面？

Core Viewpoint - NIO has returned to a market capitalization of approximately 141 billion USD (about 1009 billion RMB) after the launch of the new ES8, marking a significant recovery from the previous year's decline [1] Group 1: Product Launch and Market Reaction - The new ES8 was officially launched and pre-sales began, leading to a 9.27% increase in US stock prices on the day of the announcement, followed by an 11.12% rise in Hong Kong stocks and a further 14.44% increase in US stocks [1] - The starting price of the new ES8 has decreased by nearly 100,000 RMB compared to the second-generation model [1] Group 2: Financial Performance and Strategy - NIO's CEO, Li Bin, stated that the gross margin of the new ES8 is not lower than that of the second-generation ES8, despite the price reduction [1] - The company is at a critical juncture where its R&D investments must continue to enhance the profit statement amid increasing competition in the new energy vehicle sector [1]