Group 1 - NIO's stock rose by 3.28% to $6.29 ahead of market opening, indicating positive market sentiment [1] - Morgan Stanley's latest report highlights strong demand for NIO's ES8 orders, suggesting potential monthly sales could reach 40,000 to 50,000 units starting in October [1] - The market's focus has shifted towards next year's vehicle launches rather than execution risks, reflecting a change in investor sentiment [1] Group 2 - Morgan Stanley maintains an "Overweight" rating on NIO, with a target price of $6.50 for its U.S. stock [1] - The increase in NIO's stock price is seen as self-reinforcing, linked to investor confidence in the company's operational financing and strategic goals [1] - The report suggests that NIO's ability to navigate the automotive industry's transformation is crucial for its valuation and market perception [1]
蔚来美股盘前涨超3%!大摩:ES8订单强劲且市场情绪转变,预示着从10月开始,集团的月均销量或将达到4万至5万辆