$蔚来(NIO)$$_老虎社区_美港股上老虎 - 老虎社区

亏成狗的老萨

$蔚来(NIO)$$小鹏汽车(XPEV)$$特斯拉(TSLA)$个人觉得很奇怪，很多机构评价新能源汽车，我觉得重点一直没有被关注。

那就是软件成本会随销量的增加而降低，可转化成很稳定且优质的利润。

还是这点不重要？不可能啊不可理解？这是什么情况？

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

吉尔迦美什
2020-11-16
吉尔迦美什
写研报的文科小生知道什么，他们大部分只知道在研报模版上填数据，然后加上自己的名字。
- Pandorox回复亏成狗的老萨:
  看蔚来明年的轿车吧，很多人都在等
- 亏成狗的老萨:
  我也这么认为，小鹏做销量大概率会优于蔚来，蔚来的策略估计还是走中高端和品牌溢价。
- 吉尔迦美什回复亏成狗的老萨:
  现在三家都处于起步阶段，已经推出的几款车型更像是实验车型，三家最有可能走出海外和特斯拉竞争的是小鹏。21年谁家出爆款车型，谁当老大。本来期待蔚来的EC6能是爆款，现在看just so so，接下来小鹏出的第三款车型也是第二款轿跑很有可能就是国民爆款车型。
- 亏成狗的老萨:
  按理来说这点是很明显且重要的部分，但是我基本上是没有到这方面的分析，按我理解新能源汽车需要规模，需要装载量。
贤弟啊
2020-11-16
贤弟啊
新能源汽车的盈利模式肯定不只是一次性卖车。未来自动驾驶完全ok了的时候，车就是一个移动的家。
- 亏成狗的老萨:
  数据量上来了合作卖保险都是很大的规模了实在不理解，都是在纯粹的比销量和销售额。。
SHMC
2020-11-16
SHMC
软件可能带来利润的目前也只有特斯拉了吧~
- 亏成狗的老萨:
  特斯拉能做到，其他的也可以的，摸着现成的石头过河更稳妥了。

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"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":3048297,"commentId":"3048297","gmtCreate":1605533475479,"gmtModify":1605533475479,"authorId":3499391195593490,"author":{"id":3499391195593490,"idStr":"3499391195593490","authorId":3499391195593490,"name":"SHMC","avatar":"https://static.tigerbbs.com/3aa826763713a7954b325f2039760ea3","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":307867630,"objectIdStr":"307867630","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"软件可能带来利润的目前也只有特斯拉了吧~","text":"软件可能带来利润的目前也只有特斯拉了吧~","html":"软件可能带来利润的目前也只有特斯拉了吧~","likeSize":0,"commentSize":1,"subComments":[{"id":3048312,"commentId":"3048312","gmtCreate":1605533616986,"gmtModify":1605533616986,"authorId":3454412100915235,"author":{"id":3454412100915235,"idStr":"3454412100915235","authorId":3454412100915235,"name":"亏成狗的老萨","avatar":"https://static.laohu8.com/4baa67c993aa93657fce6989ff55c481","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":307867630,"objectIdStr":"307867630","type":1,"supId":3048297,"supIdStr":"3048297","prevId":0,"prevIdStr":"0","content":"特斯拉能做到，其他的也可以的，摸着现成的石头过河更稳妥了。","text":"特斯拉能做到，其他的也可以的，摸着现成的石头过河更稳妥了。","html":"特斯拉能做到，其他的也可以的，摸着现成的石头过河更稳妥了。"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/307867630"}