不看好蔚来。前有乐_老虎社区_美港股上老虎 - 老虎社区

不看好蔚来。前有乐视瑞幸蛋壳后有蔚来。韭菜们千万小心，把股市搞上8000点又搞下来3000至今半死不活的，和这些个天天社区号称未来车主呼吁大家买买买的是同一批。

兄弟们，不是老人变坏人是坏人变老啊。

蔚来首款轿车直指特斯拉Model 3 那些唱衰蔚来的人要失望了？

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

CN658888
2020-12-30
CN658888
这个评论，黑不黑的捧不捧的都无所谓。你把蔚来和瑞新蛋壳乐视放到一起，就说明你的无知太....哈哈哈。评论前，稍微了解一下先。不用花多少时间，稍微了解你就不会这么说。你以为国家几十亿投资是乱投不用问责的吗？
- MG黄:
  无知？以前捧的人有多少最后跌下来就有多少韭菜倾家荡产，所以我就劝大家理性点，就无知了？你怕是NT吧
- MG黄:
  国家补贴的是新能源又Tm不是未来一家，你就继续忽悠吧。
- 阿尔卑斯山之秋:
  你们理他不觉得在浪费时间？2020年就剩最后一天了
Ethan1129
2021-01-04
Ethan1129
有人在乎你看不看好蔚来吗？你自娱自乐的BB算了，韭菜们用你操心，你闲心怎么那么多
- MG黄:
  我就要操心，我就不看好蔚来，你这种蔚来粉的谈吐就可以证明我不看好蔚来是多么明智的决定，是真的讨厌你们这些个营销人员。
- MG黄:
  。
sala001
2021-01-04
sala001
换句话说“现在唱衰蔚来的是不是和当初唱衰特斯拉的也是一批人呢！”
- MG黄:
  别傻了，我多说累了，特斯拉无敌！
欢天喜地炒炒股
2020-12-30
欢天喜地炒炒股
无脑黑，信口雌黄。
- MG黄:
  你也是NT
午夜甜心
2020-12-30
午夜甜心
你即使不相信蔚来，也应该相信合肥政府
- MG黄:
  做事情别扯政治利益，你是不是以为自己代表上帝？隔这儿整蛊？
每一个日夜
2020-12-31
每一个日夜
2020年最后一天创业板指已突破2015年牛市阳线实体新高！

发表看法

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HW3.0（完全自动机驾驶）已经迭代至第三代，虽然事故不断，但不失为当下量产第一的自动驾驶。而蔚来的NOP（领航辅助）刚刚起步，在软硬件以及数据收集等方面有不小的劣势。</p><p>不过，迭代至NT2.0后，蔚来的自动驾驶水平将会有大的提升。而且根据李斌此前的透露，NT2.0的首款量产车将是一款轿车。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/12976902240/0\"/><p><strong>NT2.0自动驾驶平台硬件上的巨大提升就是将加入激光雷达。</strong></p><p>此前，马斯克与何小鹏关于激光雷达的争论引起了行业内的广泛关注，特斯拉是完全的视觉系玩家，对激光雷达嗤之以鼻；而后者则将激光雷达视作提升自动驾驶水平的关键。蔚来显然是支持后者，而且从整个行业来看，对于激光雷达更为看好。</p><p><strong>NT2.0另一个提升就是大算力芯片，这一直是蔚来NOP的劣势所在。</strong>其搭载的<a href=\"https://laohu8.com/S/INTC\">英特尔</a><a href=\"https://laohu8.com/S/MBLY\">Mobileye</a> EyeQ4芯片整体算力仅为2.5TOPS，要远远落后于特斯拉HW3.0的144TOPS以及小鹏NGP搭载的<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>Xavier芯片，整体算力30TOPS。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/12976902242/0\"/><p>所以，选择一款大算力芯片也就是顺理成章的事。从当下的芯片产品来看，英特尔Mobileye EyeQ5芯片整体算力提升至24TOPS，并将于2021年量产，但其应用场景只能支持L3级别。英伟达的最新芯片Orin芯片看起来也是不错的选择，其整体算力为200TOPS，支持L2-L5的应用场景，但量产时间为2022年，而且已经成为理想的合作伙伴。</p><p>除以上两款芯片外，华为、<a href=\"https://laohu8.com/S/QCOM\">高通</a>等供应商也不失为好的合作对象。前者刚刚宣布涉及汽车业务，并且自研芯片一直是其核心优势，其MDC系列整体算力达48-352TOPS，能够支持L2-L5级别应用场景。高通的Snapdragon Ride平台刚刚于2020年1月公布，其三芯片版本整体算力达400TOPS，性能十分可观。</p><p>NT2.0的芯片供应商以及激光雷达的供应商将会在Nio Day上公布，但能够肯定的是，由大算力芯片+激光雷达构筑的NT2.0将会使蔚来首款轿车以及蔚来在自动驾驶方面有巨大的提升。</p><p><strong>“买服务送车”是核心 但面临挑战</strong></p><p>说过了蔚来的硬件技术，其核心竞争力“服务”简单说两句。首先，无论是Nio House的直营模式、上门服务还是BasS换电服务都已经成功推向市场，并在当下证明是可行的。</p><p>蔚来的第二代换电站将于2021年第二季度投入使用，其换电能力是第一代的3倍，并且将会一天布局一座，新增站点争取超过250座。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/12976902244/0\"/><p>但是其数量还远远不够，随着蔚来用户呈倍数的增长，其服务能力面临巨大挑战。所以，如何平衡用户与服务质量将是一个很大的考验。</p><p><strong>蔚来首款轿车的定价可能同级别最高</strong></p><p>在刚刚过去的11月份，蔚来成功交付5291台，如此一来，蔚来已经连续四个月创品牌单月交付数新高，并自今年4月以来连续第八个月实现同比翻番，成绩一片大好。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/12976902245/0\"/><p>不过，无论是蔚来ES8还是最新推出的ES6均为SUV车型，并未与特斯拉Model 3形成直接竞争，而且还有小鹏P7以及<a href=\"https://laohu8.com/S/002594\">比亚迪</a>汉EV环伺，蔚来首款轿车面临的环境以及挑战完全不同。</p><p>随着特斯拉Model 3价格的继续下探，其销量大概率会维持在月均万台甚至更高，所以想要在销量上超过特斯拉可能性不大。不过，蔚来的优势在于品牌<span>溢价</span>能力，其单车成交单价为44万元，比特斯拉贵了14万，所以，保持其高端定位，应该仍会是蔚来首款轿车的既定策略。</p><p>但蔚来有其他厂商没有的优势就是BasS租用服务，其70kWh电池包租用能够将车价降低7万元，100kWh电池包降低12.8万元，对于用户来说将有极大的诱惑力。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/12976902247/0\"/><p>所以，当直面Model 3时，服务以及高端形象依旧是其核心竞争力，而在软硬件上的提升将决定蔚来首款轿车的上限。总体来看，自主品牌围剿特斯拉Model 3的态势已经形成，究竟谁能脱颖而出就要拭目以待了。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>蔚来首款轿车直指特斯拉Model 3 那些唱衰蔚来的人要失望了？</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n蔚来首款轿车直指特斯拉Model 3 那些唱衰蔚来的人要失望了？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-12-30 01:26 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020123009290277d77789&s=b><strong>牛车网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>[资讯-牛车网]今年的新能源市场可谓是热闹不断，既有科技巨头苹果宣布下场造车，又有丰田掌门人丰田章男炮轰纯电汽车，看起来，新能源领域的持续壮大已经大大影响了当下的市场格局。作为新势力造车的第一梯队，蔚来自然是消费者广泛关注的对象，而在蔚来Nio Day即将来临之时，其首款轿车的推出计划也已经浮出水面。在此前的一次沟通会上，蔚来公布了蔚来将要发布的许多干货，包括蔚来首款轿车、150kWh电池包、...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020123009290277d77789&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1e9aa56586a03fdd6464e21bfe99f7b5","relate_stocks":{"NIO":"蔚来","TSLA":"特斯拉"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020123009290277d77789&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2095157277","content_text":"[资讯-牛车网]今年的新能源市场可谓是热闹不断，既有科技巨头苹果宣布下场造车，又有丰田掌门人丰田章男炮轰纯电汽车，看起来，新能源领域的持续壮大已经大大影响了当下的市场格局。作为新势力造车的第一梯队，蔚来自然是消费者广泛关注的对象，而在蔚来Nio Day即将来临之时，其首款轿车的推出计划也已经浮出水面。在此前的一次沟通会上，蔚来公布了蔚来将要发布的许多干货，包括蔚来首款轿车、150kWh电池包、NT2.0自动驾驶平台、激光雷达、第二代换电站以及官方二手车业务等等。本文将聚焦蔚来首款轿车的技术探索以及竞争力分析。蔚来首款轿车将于何时推出？蔚来首款轿车将于1月9日的成都Nio Day上亮相，而根据蔚来ES6的推出时间表来说，其首款轿车很有可能将于2021年年中进行量产，所以，蔚来首款轿车大概率会与我们在今年下半年见面。首款轿车会不会首发150kWh电池包？首先引发关注的就是这块150kWh的电池包。众所周知，动力电池作为纯电车型最重要、成本最高的零部件，对于整车来说起着至关重要的作用。而目前来说，主流电池能量处于100kWh以下这个阶段，像蔚来、特斯拉都是如此，即便是ZOOX在纯无人运营车辆上搭载的电池也不过133kWh。所以，蔚来的150kWh的重要性不言而喻。虽然150kWh的参数与性能还未可知，但是参考100kWh，其续航里程有望达到800km-900km以上，如此以来，那么纯电动车的单程续航里程就追平甚至领先燃油车，对于新能源汽车来说是一个里程碑的突破。不过按照蔚来推出电池包的时间点来看，一年一款才是其推出节奏，2018年推出70kWh电池包、2019年推出84kWh电池包、2020年10月推出100kWh电池包。所以，150kWh预计跟大家见面的时候也要2021年年底左右了。更何况，100kWh电池包刚刚投产使用，而且产能还在攀升阶段，所以，蔚来首款轿车前期搭载150kWh电池包的可能性不大。可能有些扫兴，但是并不让人失望，因为蔚来这块100kWh的电池包也是颇为领先的。从纸面参数上看，搭载100kWh电池包的蔚来车型比起70kWh电池包的蔚来车型续航里程可超过150km以上。如果横向对比竞争对手，拿ES6 610km性能版为参考，你会发现蔚来的100kWh电池包还是起到了不小的效果。不过，有一点需要注意，蔚来的产品谱系中并没有单电机版本，也就是说，如果只以续航里程为标准，那么蔚来其实并没有优势。所以，对于蔚来首款轿车来说，如果能推出一个100kWh电池包+单电机的版本将值得期待。NT2.0自动驾驶平台：大算力芯片+激光雷达如果要与特斯拉竞争，绕不过去的还有自动驾驶。众所周知，特斯拉的FSD HW3.0（完全自动机驾驶）已经迭代至第三代，虽然事故不断，但不失为当下量产第一的自动驾驶。而蔚来的NOP（领航辅助）刚刚起步，在软硬件以及数据收集等方面有不小的劣势。不过，迭代至NT2.0后，蔚来的自动驾驶水平将会有大的提升。而且根据李斌此前的透露，NT2.0的首款量产车将是一款轿车。NT2.0自动驾驶平台硬件上的巨大提升就是将加入激光雷达。此前，马斯克与何小鹏关于激光雷达的争论引起了行业内的广泛关注，特斯拉是完全的视觉系玩家，对激光雷达嗤之以鼻；而后者则将激光雷达视作提升自动驾驶水平的关键。蔚来显然是支持后者，而且从整个行业来看，对于激光雷达更为看好。NT2.0另一个提升就是大算力芯片，这一直是蔚来NOP的劣势所在。其搭载的英特尔Mobileye EyeQ4芯片整体算力仅为2.5TOPS，要远远落后于特斯拉HW3.0的144TOPS以及小鹏NGP搭载的英伟达Xavier芯片，整体算力30TOPS。所以，选择一款大算力芯片也就是顺理成章的事。从当下的芯片产品来看，英特尔Mobileye EyeQ5芯片整体算力提升至24TOPS，并将于2021年量产，但其应用场景只能支持L3级别。英伟达的最新芯片Orin芯片看起来也是不错的选择，其整体算力为200TOPS，支持L2-L5的应用场景，但量产时间为2022年，而且已经成为理想的合作伙伴。除以上两款芯片外，华为、高通等供应商也不失为好的合作对象。前者刚刚宣布涉及汽车业务，并且自研芯片一直是其核心优势，其MDC系列整体算力达48-352TOPS，能够支持L2-L5级别应用场景。高通的Snapdragon Ride平台刚刚于2020年1月公布，其三芯片版本整体算力达400TOPS，性能十分可观。NT2.0的芯片供应商以及激光雷达的供应商将会在Nio Day上公布，但能够肯定的是，由大算力芯片+激光雷达构筑的NT2.0将会使蔚来首款轿车以及蔚来在自动驾驶方面有巨大的提升。“买服务送车”是核心 但面临挑战说过了蔚来的硬件技术，其核心竞争力“服务”简单说两句。首先，无论是Nio House的直营模式、上门服务还是BasS换电服务都已经成功推向市场，并在当下证明是可行的。蔚来的第二代换电站将于2021年第二季度投入使用，其换电能力是第一代的3倍，并且将会一天布局一座，新增站点争取超过250座。但是其数量还远远不够，随着蔚来用户呈倍数的增长，其服务能力面临巨大挑战。所以，如何平衡用户与服务质量将是一个很大的考验。蔚来首款轿车的定价可能同级别最高在刚刚过去的11月份，蔚来成功交付5291台，如此一来，蔚来已经连续四个月创品牌单月交付数新高，并自今年4月以来连续第八个月实现同比翻番，成绩一片大好。不过，无论是蔚来ES8还是最新推出的ES6均为SUV车型，并未与特斯拉Model 3形成直接竞争，而且还有小鹏P7以及比亚迪汉EV环伺，蔚来首款轿车面临的环境以及挑战完全不同。随着特斯拉Model 3价格的继续下探，其销量大概率会维持在月均万台甚至更高，所以想要在销量上超过特斯拉可能性不大。不过，蔚来的优势在于品牌溢价能力，其单车成交单价为44万元，比特斯拉贵了14万，所以，保持其高端定位，应该仍会是蔚来首款轿车的既定策略。但蔚来有其他厂商没有的优势就是BasS租用服务，其70kWh电池包租用能够将车价降低7万元，100kWh电池包降低12.8万元，对于用户来说将有极大的诱惑力。所以，当直面Model 3时，服务以及高端形象依旧是其核心竞争力，而在软硬件上的提升将决定蔚来首款轿车的上限。总体来看，自主品牌围剿特斯拉Model 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