$蔚来(NIO)$ _老虎社区_美港股上老虎

小白虎2020

$蔚来(NIO)$ 乐道干掉的是蔚来已有的潜在车主么？乐道交付了，但是蔚来原有车型减少了，这是什么情况，用自己的新品牌掐掉原需求客户么，怪异的很，而且总交付量也没有大幅度提高，按这个效果来看，11月的交付，集中在乐道的话，不是更菜了么。新品牌，总要干出点新增量，才算说立住了吧，感觉这么下去，下跌趋势比较明显呀，道友们怎么看？

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