$蔚来(NIO)$小_老虎社区_美港股上老虎

2021-03-31

$蔚来(NIO)$小米入局EV总是让我想到共享单车最疯狂的年代，资本盲目追逐一个热点。恒大汽车目前更是奇葩中的奇葩。虽然我深知EV发展的确定性远大于共享单车，但是我还是要重申一个重要的命题，那就是“EV的竞争基本面已经改变”。相比小米我更看好蔚来，但是后者的估值也是问题

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