$蔚来(NIO)$必_老虎社区_美港股上老虎 - 老虎社区

$蔚来(NIO)$必须承认错误了，做空几次都没有赚钱，份额越搞越少！蔚来实在太疯了，搞不清楚为什么那么高的股价还能疯涨。

都说这是买未来、买趋势，我承认这一点，但是未免太过超前了吧，按照现在的销售量，利润，市场占有率来说，这目前的市值是要买多少年以后的蔚来？

又有人说以后市场都是电动车，现在的厂家好比以前的诺基亚，要倒闭，这也太过绝对。汽车是极其复杂的安全性要求高的大型工业品，一般都是使用10年左右，拿手机类比是不恰当的。丰田大众也未必是诺基亚，虽然转身难，但也不是不能转身，凭借其强大的生产能力，品牌认可度和全球的销售网络，他们做起电动车来真的就不行吗？一定会落后蔚来吗？

我持续看多蔚来小鹏等，但是不应该是现在重要的速度上涨，按这样的速度，股价和市值的天花板在哪里？

请赐教！

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

Dummer666
2020-11-20
Dummer666
因为你还没看懂蔚来，如果你认为他是汽车公司，估值确实高了。如果你认为他是一家高科技+生态公司，也许估值就不高了。
- Dummer666回复IshiShi:
  你可以下载一个他的APP研究一下。
- IshiShi:
  蔚来的生态在那方面？
股海彦祖
2020-11-20
股海彦祖
只能说，顺势而为吧。巴菲特谈永不做空，是有道理的
SHMC
2020-11-20
SHMC
兄弟，泡沫没破之前，都叫价值投资~看近期车展，就会发现传统车企在纯电也都在发力，新势力并没有想象中的那么大优势。不过看空不做空确实对，因为耗不起这时间和心理压力。不如买几手put赌一赌，顺势而为~
一块原石
2020-11-20
一块原石
我是按照特斯拉20%给估值，了解两方车主各自的评价就知道这个估计绝不离谱，那现在才15%，我觉得可以到60，70-80有点贵，80以后空错了也不会损失很大。
不加倍抢地主
2020-11-20
不加倍抢地主
看看今天广州车展豪华品牌发布的纯电车你就知道，宝马奔驰这些几年内有没有希望转身了
么么哒121
2020-11-20
么么哒121
超出你认知以外了

发表看法

18

5

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