$蔚来(NIO)$2_老虎社区_美港股上老虎 - 老虎社区

$蔚来(NIO)$27万的model y会是蔚来近期面对的最大挑战便宜10万更好的续航。长线我依旧看好蔚来，et7的上市依旧是利用差异化优势打特斯拉价格的空白区，加上自身的品牌特色，换电站护城河，车届海底捞式的服务等等。但在短期，特别是下降通道的现在，标续y的出现是雪上加霜，一定会对近期订单造成较大冲击。

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

canonwu
2021-07-08
canonwu
特斯拉越便宜对蔚来越好这个道理不会真没人不知道吧
- canonwu回复BerryRocket:
  modely最好降到20w，对蔚来更好
- BerryRocket:
  短期内绝对是冲击
如下
2021-07-08
如下
能一样？不安全、又小那么多…还U皮
- 如下回复BerryRocket:
  车归车；投资归投资；反正就不买特；刚说服一个买X的买了高合；就不买特
- BerryRocket:
  没啥不安全的空间也没小多少我也是蔚来车主，说实话电动车的各家粉丝都挺饭圈化的对自己喜欢的品牌容易无脑看多，对竞品各种看不上，在别的平台上这样无所谓，但投资还是要理性，都是自己的钱，冷静客观一点没有坏处。
BillionaireQ
2021-07-08
BillionaireQ
同意，当et5规模化之时，便是蔚来突破千亿美元之时
- BerryRocket:
  没错 et7交付能扭转形态 et5这样的走量产品出来时才是蔚来真正吹响号角的时候，大概率今年nio day发布，我是看好的，但近期涨太多了，加上Y降价，避险也是很有必要的
BerryRocket
2021-07-08
BerryRocket
补充：蔚来交付周期五到八周，实际影响应该会在一两个月后见分晓，做T不影响，钻石手也不影响，普通人建议冷静观望一阵子，nio day前再找机会入，赶et7交付稳一些。
- 暴力唐老鸭:
  你能想到的，其他人也能想到，投资有时候不是如何去当聪明人，而是努力去当笨人
灰太狼爱投资
2021-07-08
灰太狼爱投资
反正刹车刹不住……
王狗狗
2021-07-08
王狗狗
本月销量破万不怕

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