$蔚来(NIO)$我_老虎社区_美港股上老虎 - 老虎社区

纳斯达克反指王

$蔚来(NIO)$我的理解，新能源汽车真正的核心其实是互联化、智能化，而不是电动化。

否则光换个动力系统的事，汽车仍然逃不出工业产品的命、智能化和互联化使汽车从工业产品转向了智能产品。所以车企的估值才会远区别于传统车企；这个也可以解释为什么蔚来几千辆销量的估值能去追赶上BYD、特斯拉能值4000亿。$比亚迪(002594)$BYD的电动化确有核心技术，但是车辆智能互联化仍然还停留在传统汽车范畴

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

吼吼猴
2020-10-18
吼吼猴
比亚迪不是跟华为合作了系统？不了解具体情况不做评价
- 纳斯达克反指王:
  所谓合作等有结果再说吧
归去来么
2020-10-19
归去来么
国家摆脱石油钳制的机会就靠电动化了
- 纳斯达克反指王:
  我的意思是，蔚来特斯拉的估值模式，不仅是电动化还有智能化和网联化；对比的BYD的估值模式
高嘉彤
2020-10-18
高嘉彤
闭嘴买就完了
- 高嘉彤回复纳斯达克反指王:
  今晚看我印钱来拉你准备梭哈吧
- 纳斯达克反指王:
  主席，印点刀给我买
霞之丘诗羽毛
2020-10-18
霞之丘诗羽毛
你知道电动化的市场有多大么？
- 纳斯达克反指王:
  你知道嘛？
皖西木子
2020-10-19
皖西木子
是的

发表看法

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5

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