盈利就是香。从这个角_老虎社区_美港股上老虎

股谈

03-17

盈利就是香。从这个角度，理想 $理想汽车(LI)$ 就是比蔚来 $蔚来(NIO)$ $蔚来(NIO.SI)$ 强。至于技术研发，点错科技树的话，研发投入的多少都没用啊。

新加坡投资圈

虎友们想了解的新加坡股市、基金等投资机会都在这里！

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

小虎牙sister
03-18
小虎牙sister
从长期来看，增程就是错的科技树，以前动力电池价格昂贵，用发动机加小电池可以降低成本，现在不一样了，100kwh电池成本比理想50kwh+1.5T増程器的成本还低，纯电的优势体现出来了，所以纯电才是未来，然而理想把纯电的第一手牌打烂了，mega真实订单扣除掉车评人下的单之后可能只有2000-3000台，只有mega本月产能的一半，局面不容乐观，而且mega上了之后，理想整个品牌定位变模糊了，是聚焦增程还是纯电？是带娃还是商用？导致L系列订单也显著下滑。
在起跑线领先不等于先到终点，有盈利的财报不等于能打赢纯电的战役，理想要补的课还有很多。
- 雁门关向东二万五千里:
  50kwh的电池能跑50远？
xsiverson
03-18
xsiverson
晒出你理想的多单吧，相信自己哦，千万别跑

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