病猫回春
2020-10-31
后悔死啦
@智乾未来:
再简单谈一下蔚来
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。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP,发表看法
APP内打开
发表看法
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":306037780,"tweetId":"306037780","gmtCreate":1604100127740,"gmtModify":1703832073794,"author":{"id":3559785974689242,"authorId":3559785974689242,"authorIdStr":"3559785974689242","name":"病猫回春","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":1,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>后悔死啦</p></body></html>","htmlText":"<html><head></head><body><p>后悔死啦</p></body></html>","text":"后悔死啦","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/306037780","repostId":308440651,"repostType":1,"repost":{"magic":2,"id":308440651,"tweetId":"308440651","gmtCreate":1604057737873,"gmtModify":1703831878231,"author":{"id":3499573028018910,"authorId":3499573028018910,"authorIdStr":"3499573028018910","name":"智乾未来","avatar":"https://static.tigerbbs.com/595ee11d6613dc6e08e1e6684f18e82f","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":7,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"754899bf0917479fa68cfac1ea371651-5","templateUuid":"754899bf0917479fa68cfac1ea371651","name":"月赛Top 10团队成员","description":"Top 10","bigImgUrl":"https://static.tigerbbs.com/dcb8ba4e1efd99be2b948dc3b81abfa8","smallImgUrl":"https://static.tigerbbs.com/a4aa0d1bc9d709e9af2662788ca5d144","grayImgUrl":"https://static.tigerbbs.com/5704f3dcb758b5392763b7709ebf548a","redirectLinkEnabled":1,"redirectLink":"https://www.tigerbrokers.com.sg/activity/market/2023/stock-contest?adcode=StockContest2023","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.12.03","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":2982,"starInvestorFlag":false},"themes":[],"images":[{"img":"https://static.tigerbbs.com/63882951e162f75d2c051615528abcad","width":"1500","height":"2000"},{"img":"https://static.tigerbbs.com/b0cffd09ab009cbe3bebcc10a7ca106e","width":"1500","height":"2000"}],"coverImages":[{"img":"https://static.tigerbbs.com/63882951e162f75d2c051615528abcad","width":"1500","height":"2000"}],"title":"再简单谈一下蔚来","extraTitle":"再简单谈一下蔚来","html":"<html><head></head><body><p><a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>再简单谈一下蔚来,有些人觉得蔚来涨幅太大,有泡沫了,这很正常,市场本就是多空分歧形成的。我认为蔚来至少可以持有到明年2季度后,今年年报可以预判,还是亏损,但是大幅度减亏。重点是明年1产能继续提升2上新车型,产品线慢慢丰富起来,3开拓海外市场销售,4加大投入无人驾驶技术研发,5g网络普及助攻,5配套设施(充/换电)站点三四线甚至部分地区乡镇。</p> <p>重点还是销量,销量在目前来说,非常稳定增长,往后还有更大的增长空间,公务,特种,公共交通等各领域汽车都会要求一定的新能源车占比,这是一个巨大的蛋糕。为什么我们要普及电动车,这背后涉及的是人民b的国际化战略规划,我们要大幅降低对原油进口的依赖,原油结算主要货币大家都知道是美元,降低了原油依赖也就是侧面让美元在市场上的刚需值下降,让美元影响力下降,这是看不见的货币战争。</p> <p>另一方面,我们已经放弃了在燃油车这块想超车,每年燃油车让多少外资(大众,两田等合资)赚的盆满钵满。有点像芯片,每年让人家赚大把的钱走了。发展新能源车是弯道超车唯一可行的办法,这背后涉及了产业链的各环节和话语权。家电产业的发展史是最成功的案例,从进口到合资代工,再到走向完全自主国产化,最后还能出口赚外汇。</p> <p>回想一下2005年智能手机开始普及的年代,现在的新能源车和那个年代一样,是趋势。顺势而为,方为上策。</p> <p><img src=\"https://static.tigerbbs.com/63882951e162f75d2c051615528abcad\" tg-width=\"1500\" tg-height=\"2000\"></p> <p><img src=\"https://static.tigerbbs.com/b0cffd09ab009cbe3bebcc10a7ca106e\" tg-width=\"1500\" tg-height=\"2000\"></p></body></html>","htmlText":"<html><head></head><body><p><a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>再简单谈一下蔚来,有些人觉得蔚来涨幅太大,有泡沫了,这很正常,市场本就是多空分歧形成的。我认为蔚来至少可以持有到明年2季度后,今年年报可以预判,还是亏损,但是大幅度减亏。重点是明年1产能继续提升2上新车型,产品线慢慢丰富起来,3开拓海外市场销售,4加大投入无人驾驶技术研发,5g网络普及助攻,5配套设施(充/换电)站点三四线甚至部分地区乡镇。</p> <p>重点还是销量,销量在目前来说,非常稳定增长,往后还有更大的增长空间,公务,特种,公共交通等各领域汽车都会要求一定的新能源车占比,这是一个巨大的蛋糕。为什么我们要普及电动车,这背后涉及的是人民b的国际化战略规划,我们要大幅降低对原油进口的依赖,原油结算主要货币大家都知道是美元,降低了原油依赖也就是侧面让美元在市场上的刚需值下降,让美元影响力下降,这是看不见的货币战争。</p> <p>另一方面,我们已经放弃了在燃油车这块想超车,每年燃油车让多少外资(大众,两田等合资)赚的盆满钵满。有点像芯片,每年让人家赚大把的钱走了。发展新能源车是弯道超车唯一可行的办法,这背后涉及了产业链的各环节和话语权。家电产业的发展史是最成功的案例,从进口到合资代工,再到走向完全自主国产化,最后还能出口赚外汇。</p> <p>回想一下2005年智能手机开始普及的年代,现在的新能源车和那个年代一样,是趋势。顺势而为,方为上策。</p> <p><img src=\"https://static.tigerbbs.com/63882951e162f75d2c051615528abcad\" tg-width=\"1500\" tg-height=\"2000\"></p> <p><img src=\"https://static.tigerbbs.com/b0cffd09ab009cbe3bebcc10a7ca106e\" tg-width=\"1500\" tg-height=\"2000\"></p></body></html>","text":"$蔚来(NIO)$$纳斯达克(.IXIC)$再简单谈一下蔚来,有些人觉得蔚来涨幅太大,有泡沫了,这很正常,市场本就是多空分歧形成的。我认为蔚来至少可以持有到明年2季度后,今年年报可以预判,还是亏损,但是大幅度减亏。重点是明年1产能继续提升2上新车型,产品线慢慢丰富起来,3开拓海外市场销售,4加大投入无人驾驶技术研发,5g网络普及助攻,5配套设施(充/换电)站点三四线甚至部分地区乡镇。 重点还是销量,销量在目前来说,非常稳定增长,往后还有更大的增长空间,公务,特种,公共交通等各领域汽车都会要求一定的新能源车占比,这是一个巨大的蛋糕。为什么我们要普及电动车,这背后涉及的是人民b的国际化战略规划,我们要大幅降低对原油进口的依赖,原油结算主要货币大家都知道是美元,降低了原油依赖也就是侧面让美元在市场上的刚需值下降,让美元影响力下降,这是看不见的货币战争。 另一方面,我们已经放弃了在燃油车这块想超车,每年燃油车让多少外资(大众,两田等合资)赚的盆满钵满。有点像芯片,每年让人家赚大把的钱走了。发展新能源车是弯道超车唯一可行的办法,这背后涉及了产业链的各环节和话语权。家电产业的发展史是最成功的案例,从进口到合资代工,再到走向完全自主国产化,最后还能出口赚外汇。 回想一下2005年智能手机开始普及的年代,现在的新能源车和那个年代一样,是趋势。顺势而为,方为上策。","highlighted":2,"essential":2,"paper":2,"link":"https://laohu8.com/post/308440651","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":[".IXIC","NIO"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":1077,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":1326,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":8,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/306037780"}
精彩评论