智通财经网·2025-09-22 03:33Core Viewpoint - Morgan Stanley's report indicates that NIO-SW (09866) has successfully launched the L90 and ES8 models, which may change market perceptions of its stock and support a projected 25%-30% sales growth by 2026 [1] Group 1: Sales Performance - NIO launched the new ES8 model on September 20, priced at 406,800 RMB, which is 10,000 RMB lower than the pre-sale price and 18% cheaper than the 2024 model, aligning with market expectations [1] - Domestic investors are optimistic about the strong order flow for the ES8, believing the stock could outperform the market [1] - Although precise order data is currently unavailable, Morgan Stanley's channel survey suggests that as of noon on September 21, confirmed orders may have reached between 45,000 to 50,000 units, indicating excellent conversion rates for pre-sale orders [1]