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@Timmy_Yang：闲来无事聊一聊今年爆炒的新能源车。上一次产业资本集体热情高涨是光伏，跟现在的新能源车没啥区别，最后汉能倒下了，历史就是这样简单但又不单纯的重复。发展初期--政策扶持--一哄而上--泡沫破灭--产业潜伏--业绩兑现，你们猜新能源车在哪个阶段？产业潜伏阶段是大家老老实实去做产业不考虑资本的问题了，新能源车的产业阶段在产能，这几个新造车势力什么时候开始像特斯拉那样关注产能问题了才是产业阶段，通过提高保有量占有市场地位后，向上下游去要利润的时候才是真正业绩兑现的时候。现在还都是炒概念，跟20年前炒上海迪士尼没两样。从ICU直奔KTV可能并没错。错的是音乐停了你却没走，耗子尾汁…$蔚来(NIO)$$理想汽车(LI)$$小鹏汽车(XPEV)$

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