$蔚来(NIO)$不_老虎社区_美港股上老虎

2021-01-12

$蔚来(NIO)$不到三个月两次增发，可见造车多烧钱，蔚来不易，长期看好，短期回调，不过说实话我还是更看好$特斯拉(TSLA)$充电桩和太阳能改变能源布局，替代的传统能源的生意，新能源汽车和无人驾驶，做的是电子消费品和互联网，通过降低硬件生产成本，去掉不必要的支出，在消费价格上实现竞争力，快速扩张，保证适当的利润即可，无人驾驶软件是软件就有边际效应，而且无人驾驶的样本数量是极为重要的，这是一个过程，硬件价格便宜带来的用户规模，是无人驾驶不可缺少的，蔚来不能硬刚，所以只能绕道求生存，也无可厚非

晒晒更赚钱

晒晒你的盈亏单，秀秀虎友们的实力！

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精彩评论

如下
2021-01-12
如下
自我安慰⋯换电不比充电好？几年后修电池？建議你看本书：曾經的风云
- 如下回复如下:
  按错了[捂脸][握手]
- yhyh回复如下:
  我们是不是误伤了
- 如下回复快乐的小五:
  特斯拉是特斯拉；蔚来是蔚来；沒有啥好相题并论
- 快乐的小五:
  我没不信，我当然相信，但是我得为自己的投资负责啊，我就几万美金赚点零花钱，长期看好，短期回调，我的立场表达的很明确，不得不说特斯拉的布局是更加清晰的，符合逻辑了
- 如下回复yhyh:
  对的；算那么多走路得了[捂脸]
快乐的小五
2021-01-12
快乐的小五
而且这次增发与上次不同，这次增发可转债，大幅降低投资者的风险，也可见蔚来的底气并不是那么足，如果上次是筑底，这次就是缺钱
- 快乐的小五:
  得购置设备啊
- 快乐的小五:
  江淮建的工厂蔚来掏钱了吗
- yhyh回复快乐的小五:
  自己去看看江淮建的工厂花了多少
- yhyh回复快乐的小五:
  建厂要不了那么多
- 快乐的小五:
  你指的是现在的现金储备？你觉得500亿建厂够吗？
佩玉云端
2021-01-12
佩玉云端
牛

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