$蔚来(NIO)$ _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。

乐道L60正式发布！蔚来可以继续持有吗？

蔚来（NIO.US）股价收涨7%，蔚来CEO李斌宣布正式推出第二品牌乐道，李斌提到，乐道旗下的L60车型在成本上预计将比特斯拉Model Y低大约10%。【乐道L60对标特斯拉，你怎么看？蔚来股票可以继续拿着吗？】

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。
价值7
02-05
价值7
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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