$蔚来(NIO)$李_老虎社区_美港股上老虎

小当当

2021-01-15

$蔚来(NIO)$李斌的算盘：

通过卖车获取有较强的消费能力的高净值中高端用户，通过线下Nio Life和线上手机app打造用户社区，把蔚来当做社交科技公司运作，企图用商业模式的创新走差异化路线跟特斯拉竞争。

这种打法本身没啥问题，但是前提是市占率得提上来。不然就是一直烧投资人的钱，李斌说蔚来现金储备200亿人民币，但按照蔚来目前的烧钱速度，也只够烧1年半的。

$特斯拉(TSLA)$$比亚迪(002594)$

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

鲜嫩de韭菜
2022-01-03
鲜嫩de韭菜
底层小散手机一开就敢指点江山了，蔚来电池通用，以后换电站护城河，小鹏理想等小品牌想追赶几乎为零，他们用低价换销量，蔚来用服务打江山，三年后在看！
sunsetsky
2021-01-15
sunsetsky
到最后能卖出几辆车都不好说这么多电动车厂谁稀罕买蔚来
- 虎虎生威01:
  你稀罕不稀罕却似没啥用，我看北京路上人家蔚来越来越多
给时间一个机会
2021-01-15
给时间一个机会
现在有500亿，可以支撑到2022净利润转正，哈哈，操心多了
九里堤第一巴图鲁
2022-01-08
九里堤第一巴图鲁
保时捷谈市占率么？哈哈哈
九里堤第一巴图鲁
2021-01-15
九里堤第一巴图鲁
特斯拉增发几轮？年销量五万的时候烧了多少？
So_1929
2021-01-15
So_1929
早晚还要增发...吹的换电站一天一座，现在又没动静了

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