$蔚来(NIO)$这_老虎社区_美港股上老虎 - 老虎社区

静静的百合May

$蔚来(NIO)$这几天接连出新销售政策的原因很可能是1月的交付进度超出预期，积压订单有所减缓，需要进行下一波销量刺激。新旧势力交战期间，必须保持持续高增长，巩固先发优势。在抢占市场阶段，不进则退，没有任何厂家只是满足于预期内的增长。另外如果增长不能持续超出预期，就会被资本抛弃，我想经历过19年的李斌是最清楚这一点的。总之，属于正常操作。2月初会再有一波拉升，拭目以待！

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

纳税大户
2021-01-22
纳税大户
我怎么感觉是my还是有点压力
- 静静的百合May回复纳税大户:
  对，看谁比较快。移动互联网攻城掠地的时候也是强调唯快不破的。趁着苹果汽车还没出来，迅速做大规模 [财迷]
- 纳税大户回复静静的百合May:
  那是，优秀是肯定的，现在就是要抢市场，做领头羊
- 静静的百合May回复纳税大户:
  其实从财报会议沟通能看得出来，蔚来是要攒够订单再大幅提高产能，这样能持续稳定增长，整体生产运营效率也最高。总体上经过2019，营销投入比较克制的情况下，运营精细化提升，也在做主动预期管理，节奏感很强，已经非常优秀了
- 静静的百合May回复纳税大户:
  那是肯定的，特斯拉现在业绩增速也不如前几年啊！阶段不同。它现在做的就是不断加速，几年走完别人十几年的路，不断超预期，地位才能越来越牢固。都知道第二阶段排位赛才刚开始，不拼行吗 [笑哭]
- 纳税大户回复静静的百合May:
  我意思就是增速可能有点放缓，刺激一下
晓学僧
2021-01-22
晓学僧
过个肥年
- 晓学僧:
  [财迷][财迷]
- 静静的百合May:
  一定会的！我能预测未来 [开心]

发表看法

11

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