蔚来的对手？

$TSLA(TSLA)$ Es8将来的对手是谁？不会X，也不会是s或者3，最大的可能是Y，假如Y售价50万(很有可能)，你会选谁？选5000块的苹果，还是选3000块的小米，说小米可能都有点高估了，可能会是4000块的viVo或者魅族，江淮你懂的，并不是说江淮不可能拥有先进技术，而是技术和工艺是需要长时间的积累沉淀才能有的，ES8显然不想等了，当然还是很希望国产品牌能做得比外国企业好，但不想看到拔苗助长，个人见解，望解答。

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

熙熙攘攘利来利往
2018-01-11
熙熙攘攘利来利往
呵呵，蔚来的营销和写手不错，呵呵
- 达分奇:
  拿8千万去开发布会，想想就知道是营销公司而不是科技公司。对比一下特斯拉营销策略，卖帽子进帐200万刀，还用比吗？
lcn
2018-01-10
lcn
对手的定义是说，自己已经不错了。找寻下一个目标。
现在的未来，没到找对手的时候。
他的对手是自己。
- 达分奇:
  苹果说没打算做诺基亚的对手，确实苹果-的对手一直都是谷歌、微软、亚马逊等高科技公司还有一些被苹果颠覆了的传统行业(音乐、移动互联网、相机照片等、下一个是流媒体)，诺基亚摩托等可以说是误杀的；特斯拉说我就是要干掉汽油车，但这个说法也不全对，可能说干掉汽油还比较对，但从特斯拉的产业布局来看，肯定不是冲着传统车企去的，而是冲着整个能源系统来的。蔚来说我没有对手，但其实李斌内心YY的对手就是且只有特斯拉。
yishisanren
2018-01-10
yishisanren
蔚来先能顺利量产再说
- 达分奇回复yishisanren:
  相信我，从李斌选择江淮代工开始就没准备走特斯拉的路，他清楚的意识到自己不可能也不想认真地研发技术，他只是想走长城的路，快速推出(电suv)快速占领(大陆市场)，这样看似乎也很容量成功占先机，但我比较担心的是哈佛刚开始只是卖几万抉，完全满足了国人当时的刚需，ES8四十万会是刚需吗？
- yishisanren回复达分奇:
  我对它量产的速度表示怀疑。特斯拉走过的坑它差不多也会走一遍
- 达分奇:
  估计不会推迟很久，但质量就很难说了，小米刚出时的情景会再现，但这不是手机是车，不是忍忍就过去了的，手机不行老子换一个，车不会几个月就换吧！
赌侠1999
2018-01-10
赌侠1999
Es8和model3差距都不是一点两点
abc110
2018-01-11
abc110
发布会看了，完全没有心动的感觉，全程无新意。看看腾拜还不错
上海滩股
2018-01-10
上海滩股
呵呵。还没生产，找啥对手啊😄

发表看法

12

1

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