$蔚来(NIO)$ _老虎社区_美港股上老虎 - 老虎社区

上山打脑斧

$蔚来(NIO)$ 蔚来摊子铺的太大，不改变迟早要完，高端车型出那么多，一款得卖多少才能回本，高端车型三款就够了，轿车，SUV，MVP就够了，然后用中低端品牌乐道萤火虫走量，另外有多少人愿意为换电的高溢价买单呢，其实解决续航焦虑增程就行啊，没必要花大价钱搞换电体系，小鹏提的那个大电池小油箱就挺好，还能降低成本，还他么有钱造手机，真是作死，蔚来总共亏了有一千亿了吧，真替投资人肉疼……

李斌：后年盈利！蔚来超跌反弹有望？

11月25日，蔚来成立十周年之际，李斌最新发声称明年销量翻番，后年实现盈利！此外，随着中欧汽车关税谈判接近尾声，欧盟即将于中国达成取消关税的解决方案。【中国汽车板块能否迎来利空出尽？蔚来能否实现超跌反弹？】

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