$蔚来(NIO)$蔚_老虎社区_美港股上老虎

Pandorox

2020-11-07

$蔚来(NIO)$蔚来为什么长这么多，甚至没有一次像样的回调，猜测有几个原因：

1. 汽车产业革命，革命可遇不可求，必是翻天覆地的。蔚来作为新势力的领导者，长远看想象空间足够大。

2. 中国政府对新能源的政策指向明确

3. 美国总统无论谁当选，新能源股票都是最好的投资标的。拜登支持新能源，川建国支持资本市场。

4. 中国有可能取代美国，至少是未来20年资本最好的去处。

5. 美国向好发展，有利于资本市场繁荣，中概股可以喝汤；美国向坏发展，中概股是最简单有效的避险方式。至少是普通老百姓和中小投资机构的首选。

综上，如果没有黑天鹅，蔚来明年市值破万亿RMB。老铁们坐稳了，别被甩下去

蔚来已来

老司机坚信蔚来是属于我们的！

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

allen618
2020-11-09
allen618
蔚来是新势力领导者单是并不是电动车的领导者，蔚来的护城河在哪里？元旦上市的y就给你一个答案， BB a明后年发力。30万的纯电动3系，怕是特斯拉也罩不住。
- Pandorox回复allen618:
  向前看，就像站在07年看iPhone
- Pandorox回复allen618:
  目前是增量市场，不用考虑这些。第一批买电动车的人换车高峰怎么也得6、7年后了，有的是时间转变观念。再说特斯拉降价核心技术可没有半点儿缩水。
- allen618回复Pandorox:
  这是一方面，但是汽车是消费品，如何让消费者下次换车还选你？保持技术优势是核心竞争力。
- Pandorox回复allen618:
  不完全是增样本。这是类似于亚马逊和美团的商业策略。不追求利润，而是在保证企业可以存活下去的条件下尽量压缩利润，快速占领市场，让竞争者无法进入
- allen618回复Pandorox:
  蔚来的销量在那摆着呢，这个不用假设。
Pandorox
2020-11-07
Pandorox
补充一点，斌哥经过2019年的炼狱考验，最大的收获是让世人知道了他是一个值得信任的企业家
幸运的卢克
2020-11-07
幸运的卢克
第4条就别yy了，洋韭菜不敢来，能把他们吸引到港股就算不错的了
- Pandorox:
  韭菜不能算是资本[贱笑]
主神级交易员鄧文
2020-11-07
主神级交易员鄧文
典型的是中国庄稼在操盘，
- Pandorox:
  看交易量就知道不可能
默默前行。
2020-11-07
默默前行。
第四条纯扯淡
- 日进斗金8888:
  一直意淫取代美国好久了
减肥的小猫咪
2020-11-07
减肥的小猫咪
第四点应该不是，中国市场不自由

发表看法

159

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