totototo
2021-05-26
呵呵 脸疼嘛
@小镇做T家:
$理想汽车(LI)$理想新车发布了,股价也掉的最厉害。究其原因的话,我认为理想的新车完全没有诚意。在自动驾驶概念大行其道的背景下,2021理想ONE只采用了毫米波+摄像头的感知方案,而且元件数量对比极狐(现在极狐的感知方案基本成了行业标杆)显得非常可怜,这种【一面世就落伍】的“新车”,必然会被消费者冷落,资本市场对此也是一致的预期。 再多说一句,现在国内新能源车企,给人的感觉就像近两年的海思和高通,就打一个时间差,谁晚点出来谁就最先进。$比亚迪(002594)$$蔚来(NIO)$$小鹏汽车(XPEV)$$吉利汽车(00175)$,发布新车基本都能给人眼前一亮的感觉,而这次理想好像没有...而且对于增程式这种在我看来是“伪新能源”的方案,后面来自国家的补贴强度还有可能弱化(最近上牌貌似就遇到了问题)。只能说,留给理想的时间不多了。最后,也请王兴保持淡定。
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
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