$理想汽车(LI)$_老虎社区_美港股上老虎

2021-05-26

$理想汽车(LI)$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。

关于长期主义你有什么思考？

高瓴创始人兼首席执行官张磊说：“这个世界上只有一条护城河，这个护城河就是你能不能不断地疯狂地创造长期价值。长期主义不仅仅是一种方法论，更是一种价值观。流水不争先，争的是滔滔不绝。”做时间的朋友，是长期主义者的口头禅，关于关于长期主义你有什么思考？

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。

精彩评论

carlzheng
2021-05-26
carlzheng
看看极狐的订单数就应该明白，技术上的领先和黑科技的堆砌，消费者未必买单，因为成本也会高。塞力斯为啥卖的好?够用，便宜的产品，适合大多数用户。不管在哪个行业，都是如此。理想这款新车销量不会少，让数据说话。当然从更长远的战略考虑，我也觉得理想应该尽快推出纯电产品，而不应该拖到2023年。但是或许他们已经在默默研发了，我们不知道而已，商场如战场。
- wyxhouse:
  什么极狐，赛里斯！全得死！一个人都活不了！信吗？还卖的好！真是笑话！吹牛逼嘴最牛
- 如果需要一个回复小良i:
  毕竟可以增智慧，又可以爱国，贵点正常
- kml:
  汽车这种消费品，品牌还挺重要，再加上可靠性
- 小良i回复carlzheng:
  我说的是赛力斯那辆车的情况
- 小良i回复carlzheng:
  22万让你买一辆中控非常流畅，油耗比理想one高，内饰丑低端，外观大塑料，底盘像开了30万公里以上的大众出租车。操控直接没有。音响也感觉没**过。而且维修保养麻烦。还有就是22万的价格不带自动驾驶哦。
BerryRocket
2021-05-26
BerryRocket
同意，真的是诚意不足，国内电动三傻另外两家已经越走越远，一家换电站越铺越多，et7也是算力怪兽，一家自动驾驶本土优化越来越好，走量车型也发布了，只有理想在纯电的道路上还站在起点嗨呢。混动是优秀的过度产品，特别在市场对纯电信心还不足的现在，理想市场定位还是很好的，不过捞了一波可以了，要想真正站起来还是要看未来的纯电车型到底能做成什么样
- 豆豆D:
  1
- 83号车评:
  说得真好
- 小镇做T家:
  完全同意你的说法，我很多东西没提，加上你的补充，相信很多人看到后不会那么“杠精”了
韩同学
2021-05-26
韩同学
极狐？有人买吗
- sleepmoney回复Sirius_chan:
  让我看看你的大聪明，我今天非得打你这乌合之众的脸
- sleepmoney回复Sirius_chan:
  来哥们咱们俩互相看看受益
- yhyh回复小镇做T家:
  华为技术肯定没问题，不过感觉这轮造势有点过了，还是看看实际上路能不能做到他说的城市道路0接管吧
- Sirius_chan回复sleepmoney:
  你这水平…祝你在股市好运
- 小良i:
  极狐月销量能上100就烧高香了
起来5路
2021-05-26
起来5路
等着看销量吧
- 圆脸猫回复zyh84:
  分析的很到位，理想现在这个状况跟传统车企很像，按照增程的话估值有太高
小冯你好
2021-05-28
小冯你好
路面看不到一台，就这么简单
- 墨白_3151:
  对的哈，现在小鹏蔚来路上都很多，甚至几万块名不见正传的哪吒也很多，我还没没见过几次理想
大小龙
2021-05-28
大小龙
阅

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235

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