$蔚来(NIO)$李_老虎社区_美港股上老虎 - 老虎社区

$蔚来(NIO)$李想本打算这两年先做更容易被接受的过度产品，但是低估了纯电普及的速度。

特斯拉销量增长得越快，越利空理想，越利好蔚来。$理想汽车(LI)$$小鹏汽车(XPEV)$$特斯拉(TSLA)$

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

Mickeyperk
2021-01-23
Mickeyperk
大部分观点同意，利好蔚来？呵呵
- 腾云向上回复xxclzzzz:
  特斯拉转化燃油车的潜在用户，蔚来和小鹏转化特斯拉的潜在客户。增量市场，百花齐放百家争鸣！
- xxclzzzz:
  长期看利好蔚来，培养了电动车需求。注意电车抢的是燃油车的市场。想买燃油车的被特斯拉引导关注电车，选电车对比的过程中首先看到的是蔚来。
卡尔洋
2021-01-23
卡尔洋
我也不看好理想，那玩意儿跟混动有啥区别？人家丰田玩了十几年了
- 卡尔洋回复郑成文:
  三电才是最重要的，还有充电网络，舍本逐末
- 郑成文回复卡尔洋:
  你搞反了，智能化是首要的[微笑]
- 卡尔洋:
  智能化是次要的，买车不是买电脑买手机
- yhyh:
  理想智能化做的更好，要不怎么可能这么高的估值
勿追涨杀跌
2021-01-23
勿追涨杀跌
增量市场目前影响还不大长期谁能笑到最后也不好说目前增速差不多我每家都持有一点 [贱笑]

发表看法

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