On November 3, Goldman Sachs issued a report. It pointed out that thanks to the improved market competitiveness of NIO's (09866.HK) latest new models, the L90 and ES8, which have fueled sustained sales growth for the company in the past quarter, the investment bank has revised its sales projections for NIO from 2026 to 2030 upwards by 6% - 11%. At present, NIO has sped up the arrangement of its new - model product lineup until 2026. It plans to roll out the L80, ES9, and another refreshed model, the ES7. These new models are anticipated to further spur sales growth.

Goldman Sachs forecasts that NIO will reach full - year non - GAAP EBIT break - even by 2028, which is earlier than its previous prediction of 2029. In the meantime, Goldman Sachs has lifted its target price for NIO's U.S. - listed shares from $4.3 to $7 and its target price for H - shares from HK$33.3 to HK$55, while keeping a "Neutral" rating.