$理想汽车(LI)$_老虎社区_美港股上老虎 - 老虎社区

韭菜盒子3.0

$理想汽车(LI)$

L6会大量抢L7/L8订单，即使最后总订单量增长，但毛利、净利会大幅下降

理想财报符合预期！股价为何大跌？

摩根士丹利发表研究报告指，理想(LI.US)今年第三季度净利润按季升155%，按年持平于28亿元人民币，符合该行预期的27亿至29亿元人民币。周五理想汽车跌逾11%，理想美股隔夜跌超13%。【理想股价为何大跌？Q3表现尚可的理想，你会选择“逢低加仓”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

涛身衣旧
04-22
涛身衣旧
L6也会抢很多其他车企订单，虽然单车毛利下降，但数量上去了，客户基数也上去了，未来收入和利润都会大幅提升。
- 韭菜盒子3.0:
  大家用真金白银来投票吧
___4642
04-23
___4642
同样的情况l8发布也会抢l9订单 l7发布也会抢l8订单，但这不是重点，重点是新车型能不能抢到别的厂商的订单，在理想这个品牌内用户选择l7还是l6 对理想影响不大，反正l6和l7理想都赚到钱了。
- 韭菜盒子3.0:
  L6L7的毛利率净利率差很多
John8866
04-22
John8866
每个人买车都有预算的，买q7的不会去买q5。你想太简单了
- 韭菜盒子3.0:
  Q7和Q5的差别多大，会有人从外形上混淆这两款车吗？
小牛牛来啦
04-23
小牛牛来啦
8是6座，不至于
- 韭菜盒子3.0:
  当然不是100%替代，不过5座和6座差多少？平时有多少时候是坐满6人的？炒股票呢，切忌自己骗自己，因为持有而放弃了客观中立……
勇敢牛牛牛
04-22
勇敢牛牛牛
非常正确

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