Mickeyperk
2021-01-12
$蔚来(NIO)$
未来又要融资了。未来最大的问题是重资产,成本高,盈利能力差,韭菜们做好准备吧。这不是第1次也绝不是最后一次融资。
如何看待蔚来市值破千亿?
周一,蔚来汽车涨超10%,股价再创历史新高,市值突破1000亿美元,蔚来上周末推出首款轿车NIO ET7,最大续航超1000公里。随后蔚来宣布,计划发行6.5亿美元2026年到期可转换优先票据和6.5亿美元2027年可转换优先票据。对于蔚来的千亿市值,你怎么看?现在该如何操作蔚来股票?
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。
分享至
微信
复制链接
精彩评论
XinMoney
2021-01-12
XinMoney
蔚来还重资产啊,工厂代工,电池资产剥离在合资的管理公司,就换电站的成本在100-200万/个,哪里重资产呢?
niubikele
回复
xuyue
:
大家在商言商,上海市政府又不是慈善机构,再说咱们聊的是前门楼子,别老扯胯骨肘子啊
niubikele
回复
小心心语
:
哈哈,我做多,不做空,之前做t没赚多少,目前拿住翻倍鸟
小心心语
回复
niubikele
:
就你这个黑蔚来炒比特币的认知水平,麻烦多下空单,活该你挣钱。
转炒新能源
回复
Mickeyperk
:
给你算个账
目前180座换电站,算一座换电站500万,销售7.5万辆车,均摊1.2万。二代站全自动,国家在换电模式有补贴,一辆多少钱自己算,就算补贴退坡,用户愿意多出1.2万,因为换电可以在电池上做出让步。全系可选70度就是个例子,其他车行吗?固态电池成本高充电慢,知道蔚来为什么敢上吗?因为有换电站。用户不用去买,临时租就行。特斯拉有也这个技术,但是它商用不了。
iP
回复
Mickeyperk
:
苹果分了多少利润给富士康?
全部9条回复
蔚来韭号员工
2021-01-12
蔚来韭号员工
蔚来每次融资完成后都要暴涨50% 你没看到?
美港新手
2021-01-12
美港新手
蔚来汽车没什么资产,都是租的
中国之虎
2021-01-12
中国之虎
和你说的恰恰相反,蔚来汽车是轻资产
Peter822100
2021-01-12
Peter822100
不融资上市干嘛呢。。
查看全部15条评论
APP内打开
发表看法
15
4
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":332563777,"tweetId":"332563777","gmtCreate":1610437617799,"gmtModify":1703744276194,"author":{"id":3549056383652321,"authorId":3549056383652321,"authorIdStr":"3549056383652321","name":"Mickeyperk","avatar":"https://static.tigerbbs.com/de95e809898355e54d91b791ce46fc9f","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":15,"starInvestorFlag":false},"themes":[{"themeId":"752b2805411e427c9df0b1c5783281ff","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"如何看待蔚来市值破千亿?","type":3,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/special/discussion&rndata={\"themeId\":752b2805411e427c9df0b1c5783281ff}&rnconfig={\"headerBarHidden\": true}","description":"周一,蔚来汽车涨超10%,股价再创历史新高,市值突破1000亿美元,蔚来上周末推出首款轿车NIO ET7,最大续航超1000公里。随后蔚来宣布,计划发行6.5亿美元2026年到期可转换优先票据和6.5亿美元2027年可转换优先票据。对于蔚来的千亿市值,你怎么看?现在该如何操作蔚来股票?","image":"https://static.tigerbbs.com/725775b0966211be16d09388878bbc8d"}],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p><a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>未来又要融资了。未来最大的问题是重资产,成本高,盈利能力差,韭菜们做好准备吧。这不是第1次也绝不是最后一次融资。</p></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>未来又要融资了。未来最大的问题是重资产,成本高,盈利能力差,韭菜们做好准备吧。这不是第1次也绝不是最后一次融资。</p></body></html>","text":"$蔚来(NIO)$未来又要融资了。未来最大的问题是重资产,成本高,盈利能力差,韭菜们做好准备吧。这不是第1次也绝不是最后一次融资。","highlighted":2,"essential":1,"paper":1,"likeSize":4,"commentSize":15,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/332563777","repostId":0,"isVote":1,"tweetType":1,"viewCount":6269,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NIO"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":116,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":3315196,"gmtCreate":1610438064949,"gmtModify":1610438064949,"authorId":3557310656055583,"author":{"id":3557310656055583,"authorId":3557310656055583,"name":"XinMoney","avatar":"https://static.tigerbbs.com/e6f40786b00f32b1358b659ab807a557","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":332563777,"type":1,"supId":0,"prevId":0,"content":"蔚来还重资产啊,工厂代工,电池资产剥离在合资的管理公司,就换电站的成本在100-200万/个,哪里重资产呢?","text":"蔚来还重资产啊,工厂代工,电池资产剥离在合资的管理公司,就换电站的成本在100-200万/个,哪里重资产呢?","html":"蔚来还重资产啊,工厂代工,电池资产剥离在合资的管理公司,就换电站的成本在100-200万/个,哪里重资产呢?","likeSize":0,"commentSize":9,"subComments":[{"id":3315573,"gmtCreate":1610443242797,"gmtModify":1610443242797,"authorId":3492670886328492,"author":{"id":3492670886328492,"authorId":3492670886328492,"name":"niubikele","avatar":"https://static.tigerbbs.com/dd736aeb5a5b7663de30873c38e87758","vip":1,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.59%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"hat":"https://static.tigerbbs.com/02aa29c2dc9ef542378534f87cda3558","crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3533107777994879,"repliedAuthor":{"id":3533107777994879,"authorId":3533107777994879,"name":"xuyue","avatar":"https://static.tigerbbs.com/14333a6581e620896ee9b3cfc59c820c","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":332563777,"type":1,"supId":3315196,"prevId":3315339,"content":"大家在商言商,上海市政府又不是慈善机构,再说咱们聊的是前门楼子,别老扯胯骨肘子啊","text":"大家在商言商,上海市政府又不是慈善机构,再说咱们聊的是前门楼子,别老扯胯骨肘子啊","html":"大家在商言商,上海市政府又不是慈善机构,再说咱们聊的是前门楼子,别老扯胯骨肘子啊"},{"id":3315462,"gmtCreate":1610442158972,"gmtModify":1610442158972,"authorId":3492670886328492,"author":{"id":3492670886328492,"authorId":3492670886328492,"name":"niubikele","avatar":"https://static.tigerbbs.com/dd736aeb5a5b7663de30873c38e87758","vip":1,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.59%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"hat":"https://static.tigerbbs.com/02aa29c2dc9ef542378534f87cda3558","crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3565907630090198,"repliedAuthor":{"id":3565907630090198,"authorId":3565907630090198,"name":"小心心语","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":332563777,"type":1,"supId":3315196,"prevId":3315377,"content":"哈哈,我做多,不做空,之前做t没赚多少,目前拿住翻倍鸟","text":"哈哈,我做多,不做空,之前做t没赚多少,目前拿住翻倍鸟","html":"哈哈,我做多,不做空,之前做t没赚多少,目前拿住翻倍鸟"},{"id":3315377,"gmtCreate":1610441040434,"gmtModify":1610441040434,"authorId":3565907630090198,"author":{"id":3565907630090198,"authorId":3565907630090198,"name":"小心心语","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3492670886328492,"repliedAuthor":{"id":3492670886328492,"authorId":3492670886328492,"name":"niubikele","avatar":"https://static.tigerbbs.com/dd736aeb5a5b7663de30873c38e87758","vip":1,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.59%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"hat":"https://static.tigerbbs.com/02aa29c2dc9ef542378534f87cda3558","crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":332563777,"type":1,"supId":3315196,"prevId":3315292,"content":"就你这个黑蔚来炒比特币的认知水平,麻烦多下空单,活该你挣钱。","text":"就你这个黑蔚来炒比特币的认知水平,麻烦多下空单,活该你挣钱。","html":"就你这个黑蔚来炒比特币的认知水平,麻烦多下空单,活该你挣钱。"},{"id":3315375,"gmtCreate":1610441031503,"gmtModify":1610441031503,"authorId":3562812942260421,"author":{"id":3562812942260421,"authorId":3562812942260421,"name":"转炒新能源","avatar":"https://static.tigerbbs.com/27b060fcc9e6652c730cf2f02067fc75","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3549056383652321,"repliedAuthor":{"id":3549056383652321,"authorId":3549056383652321,"name":"Mickeyperk","avatar":"https://static.tigerbbs.com/de95e809898355e54d91b791ce46fc9f","vip":1,"hat":"https://static.tigerbbs.com/75944ad144f2566ba526ce9b292d3cd2","crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":332563777,"type":1,"supId":3315196,"prevId":3315206,"content":"给你算个账<br>\n目前180座换电站,算一座换电站500万,销售7.5万辆车,均摊1.2万。二代站全自动,国家在换电模式有补贴,一辆多少钱自己算,就算补贴退坡,用户愿意多出1.2万,因为换电可以在电池上做出让步。全系可选70度就是个例子,其他车行吗?固态电池成本高充电慢,知道蔚来为什么敢上吗?因为有换电站。用户不用去买,临时租就行。特斯拉有也这个技术,但是它商用不了。","text":"给你算个账<br>\n目前180座换电站,算一座换电站500万,销售7.5万辆车,均摊1.2万。二代站全自动,国家在换电模式有补贴,一辆多少钱自己算,就算补贴退坡,用户愿意多出1.2万,因为换电可以在电池上做出让步。全系可选70度就是个例子,其他车行吗?固态电池成本高充电慢,知道蔚来为什么敢上吗?因为有换电站。用户不用去买,临时租就行。特斯拉有也这个技术,但是它商用不了。","html":"给你算个账<br>\n目前180座换电站,算一座换电站500万,销售7.5万辆车,均摊1.2万。二代站全自动,国家在换电模式有补贴,一辆多少钱自己算,就算补贴退坡,用户愿意多出1.2万,因为换电可以在电池上做出让步。全系可选70度就是个例子,其他车行吗?固态电池成本高充电慢,知道蔚来为什么敢上吗?因为有换电站。用户不用去买,临时租就行。特斯拉有也这个技术,但是它商用不了。"},{"id":3315364,"gmtCreate":1610440960943,"gmtModify":1610440960943,"authorId":3489144721955516,"author":{"id":3489144721955516,"authorId":3489144721955516,"name":"iP","avatar":"https://static.tigerbbs.com/8ff0d12bbcefa5a4fa82ebf1ca752de0","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3549056383652321,"repliedAuthor":{"id":3549056383652321,"authorId":3549056383652321,"name":"Mickeyperk","avatar":"https://static.tigerbbs.com/de95e809898355e54d91b791ce46fc9f","vip":1,"hat":"https://static.tigerbbs.com/75944ad144f2566ba526ce9b292d3cd2","crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":332563777,"type":1,"supId":3315196,"prevId":3315206,"content":"苹果分了多少利润给富士康?","text":"苹果分了多少利润给富士康?","html":"苹果分了多少利润给富士康?"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":3315263,"gmtCreate":1610439526367,"gmtModify":1610439526367,"authorId":3473736876919233,"author":{"id":3473736876919233,"authorId":3473736876919233,"name":"蔚来韭号员工","avatar":"https://static.tigerbbs.com/cc72b99bcd2d786a736faaba461bd8f5","vip":2,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":332563777,"type":1,"supId":0,"prevId":0,"content":"蔚来每次融资完成后都要暴涨50% 你没看到?","text":"蔚来每次融资完成后都要暴涨50% 你没看到?","html":"蔚来每次融资完成后都要暴涨50% 你没看到?","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":3315620,"gmtCreate":1610443644805,"gmtModify":1610443644805,"authorId":3566991408331774,"author":{"id":3566991408331774,"authorId":3566991408331774,"name":"美港新手","avatar":"https://static.tigerbbs.com/bc9f229e38944b072284914b23bb5bfa","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":332563777,"type":1,"supId":0,"prevId":0,"content":"蔚来汽车没什么资产,都是租的","text":"蔚来汽车没什么资产,都是租的","html":"蔚来汽车没什么资产,都是租的","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":3315455,"gmtCreate":1610442077345,"gmtModify":1610442077345,"authorId":3545809638752977,"author":{"id":3545809638752977,"authorId":3545809638752977,"name":"中国之虎","avatar":"https://static.tigerbbs.com/84a181a0a70662c2d963c43f7bd6d4e4","vip":1,"hat":"https://static.tigerbbs.com/acebb9722806729a38c10fe7cde46b94","crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":332563777,"type":1,"supId":0,"prevId":0,"content":"和你说的恰恰相反,蔚来汽车是轻资产","text":"和你说的恰恰相反,蔚来汽车是轻资产","html":"和你说的恰恰相反,蔚来汽车是轻资产","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":3315259,"gmtCreate":1610439417938,"gmtModify":1610439417938,"authorId":3540879553928874,"author":{"id":3540879553928874,"authorId":3540879553928874,"name":"Peter822100","avatar":"https://static.tigerbbs.com/714fcd4f291f3b0a9a32f91365e49408","vip":1,"hat":"https://static.tigerbbs.com/acebb9722806729a38c10fe7cde46b94","crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":332563777,"type":1,"supId":0,"prevId":0,"content":"不融资上市干嘛呢。。","text":"不融资上市干嘛呢。。","html":"不融资上市干嘛呢。。","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/332563777"}
精彩评论