$蔚来(NIO)$说_老虎社区_美港股上老虎 - 老虎社区

$蔚来(NIO)$说蔚来代工不行什么的打多都是没有自己做过产品的，在目前来说代工是成本最低的一个模式，他如果现在重资产开一条生产线那蔚来可能就真的没有未来了，把钱花在刀刃上才是有用的（技术研发，营销，打造品牌知名度）虽然我也觉得现在估值虚高了，但是模式挺好，等有稳定销量在建厂在买厂不好吗

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

规来
2020-11-06
规来
完全同意，代工是很聪明的做法。蓝领的活交给江淮，况且江淮很用心❤
- 一泓:
  是的，我只是想纠正一下无脑营销号的乱洗脑
邝先生
2020-11-06
邝先生
只要有销量支撑，长久来看的话建厂才是最省的吧。
- 一泓回复邝先生:
  这个难讲，我觉得最好是买厂扩张
- 邝先生回复一泓:
  我估摸月订单稳定在一万就要建厂了。现在的产能5000是极限了吧。
- 一泓:
  而且建厂成本也高，没一定规模效应他不可能建厂
冰凉
2020-11-06
冰凉
有个最重要的问题，中国造车是需要资质的，理想买了黄海力帆惹一身骚，小鹏之前海马代工，后来才买了福迪的资质。
gaga1024
2020-11-06
gaga1024
产业链生态是以后发展的方向，有核心技术就行
一泓
2020-11-06
一泓
看产品的话只看那些能真正带来盈利的决策，越简单越清晰，自己也要随时保持思路清醒
一泓
2020-11-06
一泓
还有做好别的一些能够促达消费者的服务这才是产品的核心

发表看法

10

7

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":302218812,"tweetId":"302218812","gmtCreate":1604647455236,"gmtModify":1703834248752,"author":{"id":3503581323937453,"idStr":"3503581323937453","authorId":3503581323937453,"authorIdStr":"3503581323937453","name":"一泓","avatar":"https://static.tigerbbs.com/a6b3455c53a3eb293ee7a64df7195f13","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":70,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p><a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>说蔚来代工不行什么的打多都是没有自己做过产品的，在目前来说代工是成本最低的一个模式，他如果现在重资产开一条生产线那蔚来可能就真的没有未来了，把钱花在刀刃上才是有用的（技术研发，营销，打造品牌知名度）虽然我也觉得现在估值虚高了，但是模式挺好，等有稳定销量在建厂在买厂不好吗</p></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>说蔚来代工不行什么的打多都是没有自己做过产品的，在目前来说代工是成本最低的一个模式，他如果现在重资产开一条生产线那蔚来可能就真的没有未来了，把钱花在刀刃上才是有用的（技术研发，营销，打造品牌知名度）虽然我也觉得现在估值虚高了，但是模式挺好，等有稳定销量在建厂在买厂不好吗</p></body></html>","text":"$蔚来(NIO)$说蔚来代工不行什么的打多都是没有自己做过产品的，在目前来说代工是成本最低的一个模式，他如果现在重资产开一条生产线那蔚来可能就真的没有未来了，把钱花在刀刃上才是有用的（技术研发，营销，打造品牌知名度）虽然我也觉得现在估值虚高了，但是模式挺好，等有稳定销量在建厂在买厂不好吗","highlighted":2,"essential":1,"paper":1,"likeSize":7,"commentSize":10,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/302218812","repostId":0,"isVote":1,"tweetType":1,"viewCount":4112,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NIO"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":272,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":3008366,"commentId":"3008366","gmtCreate":1604648287642,"gmtModify":1604648287642,"authorId":3554315683454397,"author":{"id":3554315683454397,"idStr":"3554315683454397","authorId":3554315683454397,"name":"规来","avatar":"https://static.tigerbbs.com/d01f5acaeb50f17d84e6df94d10f3bb9","vip":1,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.03.23","exceedPercentage":"93.76%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"hat":"https://static.tigerbbs.com/50a4c8d97279fa9f8f1fa9749a6bdff4","crmLevel":8,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":302218812,"objectIdStr":"302218812","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"完全同意，代工是很聪明的做法。蓝领的活交给江淮，况且江淮很用心❤","text":"完全同意，代工是很聪明的做法。蓝领的活交给江淮，况且江淮很用心❤","html":"完全同意，代工是很聪明的做法。蓝领的活交给江淮，况且江淮很用心❤","likeSize":3,"commentSize":1,"subComments":[{"id":3008378,"commentId":"3008378","gmtCreate":1604648605211,"gmtModify":1604648605211,"authorId":3503581323937453,"author":{"id":3503581323937453,"idStr":"3503581323937453","authorId":3503581323937453,"name":"一泓","avatar":"https://static.tigerbbs.com/a6b3455c53a3eb293ee7a64df7195f13","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":302218812,"objectIdStr":"302218812","type":1,"supId":3008366,"supIdStr":"3008366","prevId":0,"prevIdStr":"0","content":"是的，我只是想纠正一下无脑营销号的乱洗脑","text":"是的，我只是想纠正一下无脑营销号的乱洗脑","html":"是的，我只是想纠正一下无脑营销号的乱洗脑"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":3008406,"commentId":"3008406","gmtCreate":1604649341648,"gmtModify":1604649341648,"authorId":3504902487675990,"author":{"id":3504902487675990,"idStr":"3504902487675990","authorId":3504902487675990,"name":"邝先生","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":302218812,"objectIdStr":"302218812","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"只要有销量支撑，长久来看的话建厂才是最省的吧。","text":"只要有销量支撑，长久来看的话建厂才是最省的吧。","html":"只要有销量支撑，长久来看的话建厂才是最省的吧。","likeSize":0,"commentSize":3,"subComments":[{"id":3008779,"commentId":"3008779","gmtCreate":1604656958453,"gmtModify":1604656958453,"authorId":3503581323937453,"author":{"id":3503581323937453,"idStr":"3503581323937453","authorId":3503581323937453,"name":"一泓","avatar":"https://static.tigerbbs.com/a6b3455c53a3eb293ee7a64df7195f13","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3504902487675990,"repliedAuthor":{"id":3504902487675990,"idStr":"3504902487675990","authorId":3504902487675990,"name":"邝先生","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":302218812,"objectIdStr":"302218812","type":1,"supId":3008406,"supIdStr":"3008406","prevId":3008771,"prevIdStr":"3008771","content":"这个难讲，我觉得最好是买厂扩张","text":"这个难讲，我觉得最好是买厂扩张","html":"这个难讲，我觉得最好是买厂扩张"},{"id":3008771,"commentId":"3008771","gmtCreate":1604656818478,"gmtModify":1604656818478,"authorId":3504902487675990,"author":{"id":3504902487675990,"idStr":"3504902487675990","authorId":3504902487675990,"name":"邝先生","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3503581323937453,"repliedAuthor":{"id":3503581323937453,"idStr":"3503581323937453","authorId":3503581323937453,"name":"一泓","avatar":"https://static.tigerbbs.com/a6b3455c53a3eb293ee7a64df7195f13","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":302218812,"objectIdStr":"302218812","type":1,"supId":3008406,"supIdStr":"3008406","prevId":3008432,"prevIdStr":"3008432","content":"我估摸月订单稳定在一万就要建厂了。现在的产能5000是极限了吧。","text":"我估摸月订单稳定在一万就要建厂了。现在的产能5000是极限了吧。","html":"我估摸月订单稳定在一万就要建厂了。现在的产能5000是极限了吧。"},{"id":3008432,"commentId":"3008432","gmtCreate":1604649917681,"gmtModify":1604649917681,"authorId":3503581323937453,"author":{"id":3503581323937453,"idStr":"3503581323937453","authorId":3503581323937453,"name":"一泓","avatar":"https://static.tigerbbs.com/a6b3455c53a3eb293ee7a64df7195f13","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":302218812,"objectIdStr":"302218812","type":1,"supId":3008406,"supIdStr":"3008406","prevId":0,"prevIdStr":"0","content":"而且建厂成本也高，没一定规模效应他不可能建厂","text":"而且建厂成本也高，没一定规模效应他不可能建厂","html":"而且建厂成本也高，没一定规模效应他不可能建厂"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":3008901,"commentId":"3008901","gmtCreate":1604659372009,"gmtModify":1604659372009,"authorId":3516095948973168,"author":{"id":3516095948973168,"idStr":"3516095948973168","authorId":3516095948973168,"name":"冰凉","avatar":"https://static.tigerbbs.com/fa4fbdbfe0a4ea70f35249a1399d0836","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":302218812,"objectIdStr":"302218812","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"有个最重要的问题，中国造车是需要资质的，理想买了黄海力帆惹一身骚，小鹏之前海马代工，后来才买了福迪的资质。","text":"有个最重要的问题，中国造车是需要资质的，理想买了黄海力帆惹一身骚，小鹏之前海马代工，后来才买了福迪的资质。","html":"有个最重要的问题，中国造车是需要资质的，理想买了黄海力帆惹一身骚，小鹏之前海马代工，后来才买了福迪的资质。","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":3008442,"commentId":"3008442","gmtCreate":1604650284178,"gmtModify":1604650284178,"authorId":3556800155165807,"author":{"id":3556800155165807,"idStr":"3556800155165807","authorId":3556800155165807,"name":"gaga1024","avatar":"https://static.tigerbbs.com/4e730dc290129d194ab5ed87bb4099e3","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":302218812,"objectIdStr":"302218812","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"产业链生态是以后发展的方向，有核心技术就行","text":"产业链生态是以后发展的方向，有核心技术就行","html":"产业链生态是以后发展的方向，有核心技术就行","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":3008380,"commentId":"3008380","gmtCreate":1604648705753,"gmtModify":1604648705753,"authorId":3503581323937453,"author":{"id":3503581323937453,"idStr":"3503581323937453","authorId":3503581323937453,"name":"一泓","avatar":"https://static.tigerbbs.com/a6b3455c53a3eb293ee7a64df7195f13","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":302218812,"objectIdStr":"302218812","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"看产品的话只看那些能真正带来盈利的决策，越简单越清晰，自己也要随时保持思路清醒","text":"看产品的话只看那些能真正带来盈利的决策，越简单越清晰，自己也要随时保持思路清醒","html":"看产品的话只看那些能真正带来盈利的决策，越简单越清晰，自己也要随时保持思路清醒","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":3008344,"commentId":"3008344","gmtCreate":1604647872334,"gmtModify":1604647872334,"authorId":3503581323937453,"author":{"id":3503581323937453,"idStr":"3503581323937453","authorId":3503581323937453,"name":"一泓","avatar":"https://static.tigerbbs.com/a6b3455c53a3eb293ee7a64df7195f13","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":302218812,"objectIdStr":"302218812","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"还有做好别的一些能够促达消费者的服务这才是产品的核心","text":"还有做好别的一些能够促达消费者的服务这才是产品的核心","html":"还有做好别的一些能够促达消费者的服务这才是产品的核心","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/302218812"}