$蔚来(NIO)$ _老虎社区_美港股上老虎

前几天看到蔚来李斌说8年后很多电车电池都会出问题，但蔚来这换电技术就很给力，直接就把这问题给解决了，我赞同他这观点。蔚来股价太受销量影响了，很多人就盯着财务报表看蔚来，觉得这样就能摸清底细了。但是，仅从财务角度看科技公司是远远不够的。

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

fincc
05-21
fincc
所以蔚来的电池就是长生不老的吗？换电的电池更新费用从哪里来？蔚来能一辈子做慈善吗？羊毛出在羊身上，天下没有免费的午餐
- 阿洋抄美股回复fincc:
  你以为工业废物处理，和你家倒生活垃圾一样。都裹一个塑料袋往外甩吗？电池的废物处理是工业垃圾中最复杂的一种。电池芯的降解，电池包的分离，这些如果规格不同，则需要人工去手动拆分或者简单的处理。规格标准相同，才有可能设置相同的流水线，才可能进行机械化处理。之所以说他难处理，一部分指的就是分离归类的难度大。规格统一，能降低分离归类的成本。
- fincc回复阿洋抄美股:
  你到给我说说统一标准怎么减少废物处理成本了？这个不仅我没搞清楚，估计李斌都没有搞清楚。
- 阿洋抄美股:
  不是蔚来的电池长生不老，也不是他的电池比别人的好。而是换电让大家的电池规格归于统一。而对于维修和护理，或者废物利用而言，没有什么比统一的规格更能节约成本的了。
- 阿洋抄美股回复fincc:
  你有一个基本的观点没有清楚。那就是废旧电池的回收处理，如果大家的规格都是基本相同的，电池有统一的标准。那将极大程度的减少废物处理的成本。
- fincc回复蔚来车主买未来:
  赚谁的钱呢？还不是车主买单。你这水平还好意思劝人读书
MiaY
05-24
MiaY
虽然在跌，但是眼光放长远点，还是会涨的，而且是暴涨

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":308314018988056,"tweetId":"308314018988056","gmtCreate":1716281914389,"gmtModify":1716281919619,"author":{"id":10000000000010328,"idStr":"10000000000010329","authorId":10000000000010328,"authorIdStr":"10000000000010329","name":"异乡为异客","avatar":"https://static.tigerbbs.com/3580435900283ddd3c40a46b3de0adbc","vip":8,"userType":8,"introduction":"1","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":22,"starInvestorFlag":false},"themes":[],"images":[{"img":"https://static.tigerbbs.com/9a728d220a92199e54ace19cc8ab9090","width":"368","height":"342"}],"coverImages":[{"img":"https://static.tigerbbs.com/9a728d220a92199e54ace19cc8ab9090","width":"368","height":"342"}],"html":"<html><head></head><body> <a data-mention-id=\"NIO\" class=\"teditor-mention\" data-mention-name=\"蔚来\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"1\"></v-v>前几天看到蔚来李斌说8年后很多电车电池都会出问题，但蔚来这换电技术就很给力，直接就把这问题给解决了，我赞同他这观点。蔚来股价太受销量影响了，很多人就盯着财务报表看蔚来，觉得这样就能摸清底细了。但是，仅从财务角度看科技公司是远远不够的。<img src=\"https://static.tigerbbs.com/9a728d220a92199e54ace19cc8ab9090\" tg-width=\"368\" tg-height=\"342\"></body></html>","htmlText":"<html><head></head><body> <a data-mention-id=\"NIO\" class=\"teditor-mention\" data-mention-name=\"蔚来\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"1\"></v-v>前几天看到蔚来李斌说8年后很多电车电池都会出问题，但蔚来这换电技术就很给力，直接就把这问题给解决了，我赞同他这观点。蔚来股价太受销量影响了，很多人就盯着财务报表看蔚来，觉得这样就能摸清底细了。但是，仅从财务角度看科技公司是远远不够的。<img src=\"https://static.tigerbbs.com/9a728d220a92199e54ace19cc8ab9090\" tg-width=\"368\" tg-height=\"342\"></body></html>","text":"$蔚来(NIO)$ 前几天看到蔚来李斌说8年后很多电车电池都会出问题，但蔚来这换电技术就很给力，直接就把这问题给解决了，我赞同他这观点。蔚来股价太受销量影响了，很多人就盯着财务报表看蔚来，觉得这样就能摸清底细了。但是，仅从财务角度看科技公司是远远不够的。","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":9,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/308314018988056","repostId":0,"isVote":1,"tweetType":1,"viewCount":2689,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NIO","09866"],"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":235,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":308265182416960,"commentId":"308265182416960","gmtCreate":1716282026132,"gmtModify":1716282030025,"authorId":3518983480179242,"author":{"id":3518983480179242,"idStr":"3518983480179242","authorId":3518983480179242,"name":"fincc","avatar":"https://static.tigerbbs.com/752def79475c77ddbeaceabf192b8c5d","vip":1,"currentWearingBadge":{"badgeId":"3f8f4b8c193b4343a88817ce07587dbd-1","templateUuid":"3f8f4b8c193b4343a88817ce07587dbd","name":"星级创作者","description":"社区优质创作者：发表过3篇及以上精华帖，且30天内发表过至少一篇精华帖并参与过评论","bigImgUrl":"https://static.tigerbbs.com/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://static.tigerbbs.com/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://www.laohu8.com/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.05.30","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":2007},"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":308314018988056,"objectIdStr":"308314018988056","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"所以蔚来的电池就是长生不老的吗？换电的电池更新费用从哪里来？蔚来能一辈子做慈善吗？羊毛出在羊身上，天下没有免费的午餐","text":"所以蔚来的电池就是长生不老的吗？换电的电池更新费用从哪里来？蔚来能一辈子做慈善吗？羊毛出在羊身上，天下没有免费的午餐","html":"所以蔚来的电池就是长生不老的吗？换电的电池更新费用从哪里来？蔚来能一辈子做慈善吗？羊毛出在羊身上，天下没有免费的午餐","likeSize":1,"commentSize":7,"subComments":[{"id":308846593806640,"commentId":"308846593806640","gmtCreate":1716429827272,"gmtModify":1716432405716,"authorId":3550805207824943,"author":{"id":3550805207824943,"idStr":"3550805207824943","authorId":3550805207824943,"name":"阿洋抄美股","avatar":"https://static.tigerbbs.com/0f88cfa5c3d4e483795484efeba1b7c6","vip":1,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"93.43%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1101},"crmLevel":8,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3518983480179242,"repliedAuthor":{"id":3518983480179242,"idStr":"3518983480179242","authorId":3518983480179242,"name":"fincc","avatar":"https://static.tigerbbs.com/752def79475c77ddbeaceabf192b8c5d","vip":1,"currentWearingBadge":{"badgeId":"3f8f4b8c193b4343a88817ce07587dbd-1","templateUuid":"3f8f4b8c193b4343a88817ce07587dbd","name":"星级创作者","description":"社区优质创作者：发表过3篇及以上精华帖，且30天内发表过至少一篇精华帖并参与过评论","bigImgUrl":"https://static.tigerbbs.com/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://static.tigerbbs.com/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://www.laohu8.com/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.05.30","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":2007},"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":308314018988056,"objectIdStr":"308314018988056","type":1,"supId":308265182416960,"supIdStr":"308265182416960","prevId":308657668423976,"prevIdStr":"308657668423976","content":"你以为工业废物处理，和你家倒生活垃圾一样。都裹一个塑料袋往外甩吗？电池的废物处理是工业垃圾中最复杂的一种。电池芯的降解，电池包的分离，这些如果规格不同，则需要人工去手动拆分或者简单的处理。规格标准相同，才有可能设置相同的流水线，才可能进行机械化处理。之所以说他难处理，一部分指的就是分离归类的难度大。规格统一，能降低分离归类的成本。","text":"你以为工业废物处理，和你家倒生活垃圾一样。都裹一个塑料袋往外甩吗？电池的废物处理是工业垃圾中最复杂的一种。电池芯的降解，电池包的分离，这些如果规格不同，则需要人工去手动拆分或者简单的处理。规格标准相同，才有可能设置相同的流水线，才可能进行机械化处理。之所以说他难处理，一部分指的就是分离归类的难度大。规格统一，能降低分离归类的成本。","html":"你以为工业废物处理，和你家倒生活垃圾一样。都裹一个塑料袋往外甩吗？电池的废物处理是工业垃圾中最复杂的一种。电池芯的降解，电池包的分离，这些如果规格不同，则需要人工去手动拆分或者简单的处理。规格标准相同，才有可能设置相同的流水线，才可能进行机械化处理。之所以说他难处理，一部分指的就是分离归类的难度大。规格统一，能降低分离归类的成本。"},{"id":308657668423976,"commentId":"308657668423976","gmtCreate":1716383677109,"gmtModify":1716385812605,"authorId":3518983480179242,"author":{"id":3518983480179242,"idStr":"3518983480179242","authorId":3518983480179242,"name":"fincc","avatar":"https://static.tigerbbs.com/752def79475c77ddbeaceabf192b8c5d","vip":1,"currentWearingBadge":{"badgeId":"3f8f4b8c193b4343a88817ce07587dbd-1","templateUuid":"3f8f4b8c193b4343a88817ce07587dbd","name":"星级创作者","description":"社区优质创作者：发表过3篇及以上精华帖，且30天内发表过至少一篇精华帖并参与过评论","bigImgUrl":"https://static.tigerbbs.com/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://static.tigerbbs.com/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://www.laohu8.com/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.05.30","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":2007},"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3550805207824943,"repliedAuthor":{"id":3550805207824943,"idStr":"3550805207824943","authorId":3550805207824943,"name":"阿洋抄美股","avatar":"https://static.tigerbbs.com/0f88cfa5c3d4e483795484efeba1b7c6","vip":1,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"93.43%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1101},"crmLevel":8,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":308314018988056,"objectIdStr":"308314018988056","type":1,"supId":308265182416960,"supIdStr":"308265182416960","prevId":308621971112136,"prevIdStr":"308621971112136","content":"你到给我说说 统一标准怎么减少废物处理成本了？这个不仅我没搞清楚，估计李斌都没有搞清楚。","text":"你到给我说说 统一标准怎么减少废物处理成本了？这个不仅我没搞清楚，估计李斌都没有搞清楚。","html":"你到给我说说 统一标准怎么减少废物处理成本了？这个不仅我没搞清楚，估计李斌都没有搞清楚。"},{"id":308621339848920,"commentId":"308621339848920","gmtCreate":1716374752975,"gmtModify":1716383044739,"authorId":3550805207824943,"author":{"id":3550805207824943,"idStr":"3550805207824943","authorId":3550805207824943,"name":"阿洋抄美股","avatar":"https://static.tigerbbs.com/0f88cfa5c3d4e483795484efeba1b7c6","vip":1,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"93.43%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1101},"crmLevel":8,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":308314018988056,"objectIdStr":"308314018988056","type":1,"supId":308265182416960,"supIdStr":"308265182416960","prevId":0,"prevIdStr":"0","content":"不是蔚来的电池长生不老，也不是他的电池比别人的好。而是换电让大家的电池规格归于统一。而对于维修和护理，或者废物利用而言，没有什么比统一的规格更能节约成本的了。","text":"不是蔚来的电池长生不老，也不是他的电池比别人的好。而是换电让大家的电池规格归于统一。而对于维修和护理，或者废物利用而言，没有什么比统一的规格更能节约成本的了。","html":"不是蔚来的电池长生不老，也不是他的电池比别人的好。而是换电让大家的电池规格归于统一。而对于维修和护理，或者废物利用而言，没有什么比统一的规格更能节约成本的了。"},{"id":308621971112136,"commentId":"308621971112136","gmtCreate":1716374904952,"gmtModify":1716383044573,"authorId":3550805207824943,"author":{"id":3550805207824943,"idStr":"3550805207824943","authorId":3550805207824943,"name":"阿洋抄美股","avatar":"https://static.tigerbbs.com/0f88cfa5c3d4e483795484efeba1b7c6","vip":1,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"93.43%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1101},"crmLevel":8,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3518983480179242,"repliedAuthor":{"id":3518983480179242,"idStr":"3518983480179242","authorId":3518983480179242,"name":"fincc","avatar":"https://static.tigerbbs.com/752def79475c77ddbeaceabf192b8c5d","vip":1,"currentWearingBadge":{"badgeId":"3f8f4b8c193b4343a88817ce07587dbd-1","templateUuid":"3f8f4b8c193b4343a88817ce07587dbd","name":"星级创作者","description":"社区优质创作者：发表过3篇及以上精华帖，且30天内发表过至少一篇精华帖并参与过评论","bigImgUrl":"https://static.tigerbbs.com/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://static.tigerbbs.com/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://www.laohu8.com/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.05.30","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":2007},"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":308314018988056,"objectIdStr":"308314018988056","type":1,"supId":308265182416960,"supIdStr":"308265182416960","prevId":308468935151912,"prevIdStr":"308468935151912","content":"你有一个基本的观点没有清楚。那就是废旧电池的回收处理，如果大家的规格都是基本相同的，电池有统一的标准。那将极大程度的减少废物处理的成本。","text":"你有一个基本的观点没有清楚。那就是废旧电池的回收处理，如果大家的规格都是基本相同的，电池有统一的标准。那将极大程度的减少废物处理的成本。","html":"你有一个基本的观点没有清楚。那就是废旧电池的回收处理，如果大家的规格都是基本相同的，电池有统一的标准。那将极大程度的减少废物处理的成本。"},{"id":308468935151912,"commentId":"308468935151912","gmtCreate":1716331640058,"gmtModify":1716331643722,"authorId":3518983480179242,"author":{"id":3518983480179242,"idStr":"3518983480179242","authorId":3518983480179242,"name":"fincc","avatar":"https://static.tigerbbs.com/752def79475c77ddbeaceabf192b8c5d","vip":1,"currentWearingBadge":{"badgeId":"3f8f4b8c193b4343a88817ce07587dbd-1","templateUuid":"3f8f4b8c193b4343a88817ce07587dbd","name":"星级创作者","description":"社区优质创作者：发表过3篇及以上精华帖，且30天内发表过至少一篇精华帖并参与过评论","bigImgUrl":"https://static.tigerbbs.com/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://static.tigerbbs.com/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://www.laohu8.com/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.05.30","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":2007},"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3544093876331926,"repliedAuthor":{"id":3544093876331926,"idStr":"3544093876331926","authorId":3544093876331926,"name":"蔚来车主买未来","avatar":"https://static.tigerbbs.com/261e15d05a8070a63d17f51f26315fbf","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":308314018988056,"objectIdStr":"308314018988056","type":1,"supId":308265182416960,"supIdStr":"308265182416960","prevId":308386156994568,"prevIdStr":"308386156994568","content":"赚谁的钱呢？还不是车主买单。你这水平还好意思劝人读书","text":"赚谁的钱呢？还不是车主买单。你这水平还好意思劝人读书","html":"赚谁的钱呢？还不是车主买单。你这水平还好意思劝人读书"}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0},{"id":309060475576616,"commentId":"309060475576616","gmtCreate":1716482018679,"gmtModify":1716482022397,"authorId":3479813091286910,"author":{"id":3479813091286910,"idStr":"3479813091286910","authorId":3479813091286910,"name":"MiaY","avatar":"https://static.tigerbbs.com/423c884e7367a1bbff69f0bedd5d1cb8","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":308314018988056,"objectIdStr":"308314018988056","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"虽然在跌，但是眼光放长远点，还是会涨的，而且是暴涨","text":"虽然在跌，但是眼光放长远点，还是会涨的，而且是暴涨","html":"虽然在跌，但是眼光放长远点，还是会涨的，而且是暴涨","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/308314018988056"}