$蔚来(NIO)$最_老虎社区_美港股上老虎

Bigxu

2021-01-20

$蔚来(NIO)$最近几乎清空了蔚来的股票

原因如下，

.蔚来1/6的车卖给了上海，12月份交付猛涨的原因 1.是10月底上海的限制外牌正常 2.终身免费换电的取消刺激了一波

蔚来这一年还能怎么卖车，现款车型是落后的技术方案，新款很明显提升了好多，很多会持币观望，再加上马上过年到三月份交付会怎么样，很难说了，长期看好，短期看空到50以下，但永远不会做空，对蔚来还是很有感情的

今天蔚来又推出了0首付购车，这分明是购买力不足的采取的策略啊

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

luffylu521
2021-01-20
luffylu521
车还是要看品质的，既然你有就应该多去发现那些好的一面，不是所以买个50万的车就为了占一点小便宜的，什么终身免费换电，什么补助，有自然是好，没有了就没人买了，那新能源就整个没有任何前途了，不仅仅是蔚来，每种看似的优惠只是一种手段，没有了这个手段会有下一个，但最终还是要看使用者的口碑
- riitxu回复Bigxu:
  坐标北京朋友刚定的车销售告诉他7-8周提车没法提前了所以我个人觉得单一市场差别很大电动车目前是爆发性增量市场
- Bigxu:
  是这样没错，但短期内还是要交付来说话的，加上春节的影响所以短期内选择了看空，我也没有卖完蔚来的股票，如果有合适的时机点，还会继续持有
riitxu
2021-01-20
riitxu
想多了蔚来接下来最大的问题是产能不足不是订单不足二工厂明年二季度才能上还有一整年蔚来每个月只能交付7000-8000 所以订单多了反而是害了蔚来
- riitxu回复Bigxu:
  但我同意你的做法主要是蔚来除了每个月的交付成绩也没什么可说的了反而是二代换电站铺设进度不利 100度电池自燃之类的小概率风险再不断增强今年的震荡行情是一定的了
- riitxu回复Bigxu:
  车型无所谓总销量更重要在一个爆发性增量且不充分竞争的市场里蔚来如果连维持销量这种实际上衰败的事情都做不到的话也就可以破产走人了
- Bigxu回复riitxu:
  es6很快，ec6慢了一些
- Bigxu:
  我觉得后续订单很难维持现在的交付量，App上等车的人明显少了很多大部分卖给了上海，我经常会去牛屋坐坐很明显订单比着以前像菜市场一样（沪牌政策出来后）少了非常多！
BZT
2021-01-20
BZT
交付量不是订单量，实际订单量比交付量多
- Bigxu:
  就是说12月份的订单大多是那个时候产生的现在后颈不足了
叫什么名字好呢呢
2021-01-20
叫什么名字好呢呢
还算比较认同楼主说法，今年蔚来压力其实挺大的有点青黄不接，轿车用的也是以前的平台我开ec6确实竞争力在下降新能源还是不要做空血的教训
444744b4
2021-01-20
444744b4
看空不做空感动
四十三斤小柯基
2021-01-20
四十三斤小柯基
蔚来坚守高富帅，但如何才能支撑起他的巨大开销

发表看法

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