$蔚来(NIO)$ _老虎社区_美港股上老虎

$蔚来(NIO)$ 从市值上来说，当前100亿美金左右的市值，甚至低于赛力斯。如果电动汽车的方向不被证伪，那么蔚来的资产价值和品牌价值大概率不会低于80亿美金，股价大概率底部是在5元左右。这与是否盈利无关，这基本是蔚来的估值底，也就是80亿美金左右的市值。

但这是否代表5元将是蔚来的铁底呢？答案是否。5元是底的前提是蔚来不再融资。

以蔚来当前的财务状况，3-5年之内都很难盈利（高端车无法在欧美扩展销量，国内经济滑坡大环境，中低端车面临长期价格竞争），假设未来3-5年融资40亿美金，那么80-100亿市值对应就是股价3.5元左右。40亿够吗？需要打个问号。

所以长远来看，蔚来股价在未来三年可能下探的极限是3元左右。

9月交付量出炉！能否利好蔚来股价？

据蔚来汽车公告，2024年9月交付汽车21181辆，同比增长35.4%。截至2024年9月的三个月，交付了汽车61855辆，同比增长11.6%。此前消息面上，蔚来获战略投资者对蔚来中国33亿元投资。【9月各车企交付量创新高，蔚来股价能否利好？你看好蔚来后市吗？】

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

Johnny812
02-09
Johnny812
3元？你太乐观了吧？不出3年，这股就是个毛票，无论是投资人还是散户，注定血本无归！
叶杨小小
01-31
叶杨小小
纯电还是有里程焦虑，车辆销售对象主要还是一线和二线城市，蔚来应该也做一款混动的豪华车维持销量，不过现在看有些晚了
雁门关向东二万五千里
01-31
雁门关向东二万五千里
电车不能盈利，迟早得破产。
华尔街张良
02-05
华尔街张良
我看到1.5元
GP黑白熊
01-31
GP黑白熊
还要面对重资产减值

发表看法

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