$蔚来(NIO)$可_老虎社区_美港股上老虎 - 老虎社区

$蔚来(NIO)$可控的股票才能未来可期，一直在持有，不是因为股票，是因为一个企业的领导者决定一个企业的未来发展，相信李斌低调为人处事的能力。

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精彩评论

alei
2020-11-25
alei
老板能力是次要的，战略和性格最致命。他有先发优势，最先上市，最先占领市场。但缺没看到在自动驾驶上的进步。市场和服务，绝对不是竞争力，那是最浅的护城河。
- alei回复Sandra_4906:
  三傻里面，小鹏目前是销量利润最差的，市值确超过理想很多，跟蔚来也不是线性落差。说明资本最看重的，就是自动驾驶，而不是谁的硬件棒，谁的服务好，因为那个护城河太低。
- Sandra_4906回复alei:
  看未来结果，时间，结果会证明一切
- Sandra_4906回复alei:
  我跟你相反，最不看好的就是小鹏，我还是相信成功肯定跟人有关……
- alei回复Sandra_4906:
  资本市场，就是因为自动驾驶技术，才给这么高的市盈率。如果只是复刻一个bba出来，那蔚来早该腰斩了。三年时间里，三傻必定倒下一个，目前最看好的是小鹏。
- Sandra_4906:
  自动驾驶技术是未来发展趋势，但不一定能替代全部……
alei
2020-11-25
alei
从李斌讲话，就看出来了，一，绝不降价让老车主保值。二，bba是职业经理人模式，我是创始人模式，我有优势。内心根本没想过自动驾驶，才是你高估值的原因，而不是创始人模式。
NickQian
2020-11-25
NickQian
同意同意

发表看法

8

6

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