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李可
2020-11-06
$蔚来(NIO)$
今天看到一句话,对我的触动特别大:现在的投资者的心态和思路正在发生变化,有人开始用投资一级市场的思路来做二级市场了。像今年的蔚来涨了这么多,现在公司的产能已经跟不上这种估值了,但为什么还有这么多人来买。 如果按照一级市场的逻辑,只要你的商业模式和创始团队足够靠谱,你就能用很高的估值融到钱。至于这个阶段赚不赚钱,有没有业绩,投资人没有那么关心,他们的看的是成长性。
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