$蔚来(NIO)$未_老虎社区_美港股上老虎

2021-06-11

$蔚来(NIO)$未来两三年，日系车将全面溃败，日本由于氢能源车投资较大，所以在电动车转型上一直瞻前顾后。再加上自己国内市场较小，只能依靠中美，电动车智能化以后，品牌集中度将会加强，而智能化取决于互联网和人工智能的发展程度，这一点日本也远远不如中美，中美两国庞大的市场支撑几家品牌没有任何问题，但是日本就悬了。德系车由于欧盟市场也能存活下来。至于特斯拉会跌下神坛。实际上特斯拉的高估值并不是来自于电动汽车，而是来自于车的智能化。但是车的智能化对中国来讲，完全没有门槛。中国的产业链完全能够打造出比特斯拉更好的产品。特斯拉除了电源管理技术以外，并不存在很好的技术门槛。所以中国品牌一定会打败特斯拉。其中新势力会成为头部企业。

晒晒更赚钱

晒晒你的盈亏单，秀秀虎友们的实力！

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

hud
2021-06-11
hud
技术差了几条街
- 远东索罗斯回复钞票厚厚滴:
  麻烦您给分析一下，特斯拉送天堂和某来送火化，哪个更一步到位？
- 齐民要术回复密加士勇:
  nssa技术转移的
- 齐民要术回复密加士勇:
  是的
- 密加士勇回复齐民要术:
  进一步讲spacex也是吸收了很多nasa技术国营转民营。厉是厉害，吹成钢铁侠过头了
- 钞票厚厚滴:
  还技术，特么特斯拉送你上天堂的技术吗？
云中A
2021-06-11
云中A
在国内总要唱一下爱国吧，回大A唱吧，那里人多
- 透视小鱼儿:
  大A股一般都是骂的哈哈哈
仟李
2021-06-12
仟李
汽车产业并不是一个赢家通吃的产业，汽车产业最终的结局一定会有少数的头部玩家，中部玩家和尾部玩家还是会存在非常多的。汽车产业本身是不可能让几家头部车企占据的，每个国家将来会有相关保护自我汽车品牌的政策的
- 仟李回复齐民要术:
  你忘记了华为跟百度了
- 齐民要术:
  不可能的，中部和尾部的智能化根本不会有开发者帮助开发功能的，就像手机操作系统一样
SuperX
2021-06-12
SuperX
认知太粗浅，没有真正下功夫研究，对行业发展及商业本质的理解不够深入，不可信也。
- MFe回复齐民要术:
  特斯拉早就挣钱了！蔚来也挣钱了！中国电动汽车超越特斯拉不是没有可能！希望特斯拉涨！希望蔚来涨！
- 齐民要术:
  希望你的特斯拉能尽快解套挣到钱
里二外三
2021-06-12
里二外三
最好的电池都是小日本制造的，这都不知道难道?
- 阿多斯1206回复齐民要术:
  比亚迪和宁德的电池都不朋友续航能力最好的电池，只是性价比好
- 齐民要术:
  您似乎对比亚迪和宁德时代在业内的地位有什么误解
远东索罗斯
2021-06-15
远东索罗斯
买不起国产新能源的都说新能源有多好，能买起的，至少我周围没一个人买三傻，懂的自然懂。
- 远东索罗斯回复齐民要术:
  以后叫你小蛙，特别适合你。
- 远东索罗斯回复齐民要术:
  看你对特斯拉的言论，很无语，也懒得和你争论，在你的井里继续意淫你的认知，但尽量不要和别人讲，会让人笑话。
- 齐民要术回复远东索罗斯:
  这逼装的，我给你98分，还有2分怕你骄傲 [贱笑] [贱笑]
- 远东索罗斯回复齐民要术:
  见过大江大河，知道井里的样子不是真实的世界，这种独立思考思想自由的样子，你不懂，你也不想懂，你也永远不可能懂。
- 齐民要术:
  [笑哭] [笑哭]买得起一辆新能源车都能让您这么有优越感吗

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