$蔚来(NIO)$大_老虎社区_美港股上老虎 - 老虎社区

$蔚来(NIO)$大家觉得蔚来停产的真实原因是芯片不足问题多一些还是订单不足多不些

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如歌浅谈
2021-03-27
如歌浅谈
app里都有等了40天催单的，本月交付大概6700台，如果不休息3天估计有希望创交付新高，现在全球芯片短缺，不干这行你们不知道，像台积电这种代工，高端进程的芯片订单已经排到2022年了，主机厂都自报高价更有甚者溢价40%为了维持供应，现在都是雨露均沾的交付，谁也饿不死，谁也撑不着
- 细嚼慢咽:
  芯片短缺是全球性的相信蔚来肯定也不例外！我潜水蔚来app100多天了感觉蔚来的订单也确实吃紧反正最近提车的速度快了好多很多两个星期就提车了而且还有不少现车！我重仓蔚来感觉今年对蔚来挑战很大蔚来车机较慢已经被不少车主吐槽了三款车的竞争力感觉在下降
财神爷显灵
2021-03-27
财神爷显灵
是庄家还想再割一些
- 细嚼慢咽回复lucky第一:
  看重了蔚来不可比拟社区文化、无与伦比车主粘性度以及蔚来高质量高速度高诚恳度的解决车主抱怨车子问题…我重仓了蔚来明年1月的期权真要等到四季度那时候要接近清零了现在只希望蔚来能够速度提升车子竞争力，这方面感觉跟小鹏和理想有差距了，这个我觉得不应该
- lucky第一回复财神爷显灵:
  长期持有吧，蔚来还是紧跟国家战略的，毕竟都想脱离石油对经济的捆绑，那只能发展新能源。
- 财神爷显灵回复lucky第一:
  那真的太久了
- lucky第一回复财神爷显灵:
  我估计所有利好会在第四季度发酵完成开始拉
- 财神爷显灵回复lucky第一:
  [流泪] [流泪] [流泪]历史总是惊人的相似，去年差不多时间点，也从过年的高位跌了50%，就是不知道后续涨势是否也可以相似
虎头虎脑也
2021-03-27
虎头虎脑也
芯片不足，这个问题从来没有过，为什么现在这消息到处都是？有没有可能是假的？还有就是产量为什么出不来？又是美国卡脖子？
- 细嚼慢咽:
  疫情引起的供应链短缺的问题相信是真的一时半会也解决不了，斌哥说了要等7月份不过也听说蔚来的这次缺少半导体材料是被堵在河里了
嘻嘻嘻哈哈哈呀
2021-03-27
嘻嘻嘻哈哈哈呀
订单不足少生产即可，不必停产
- 细嚼慢咽:
  相信一直都有订单，不过存单估计已经快消耗尽了… 就是担心今年车子竞争力不如别家
修行者1987
2021-03-27
修行者1987
嗯，实际情况会比公布出来的要更差些！
- 细嚼慢咽:
  是的，感觉不仅仅是芯片那么简单
sleepmoney
2021-03-27
sleepmoney
订单

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