$蔚来(NIO)$$_老虎社区_美港股上老虎

2020-12-03

$蔚来(NIO)$$小鹏汽车(XPEV)$$理想汽车(LI)$从来没有担心过新能源革命的前景和正确性，我不否认新能源汽车这些公司是被高估的，但是这个产业才刚刚的开始，这个产业对于所有人来说，对全球来说都是一个新的未知的东西。虽说人们去炒它去买它，其实看重是他们革命性的前景。

旧的东西终究是要被取代的，先进的生产力最终会取代落后的生产力，就像机械取代刀耕火种一样。浪潮根本抵挡不住。

传统汽车每发布一个新的类型要几年。而且每个新版本的汽车跟上一版本其实没有什么变化。而电动汽车版本发布新版本、自动驾驶，真的是太快了，几乎几个月就会更新一个新的版本。站在用户体验的角度来讲，我们需要新的东西需要新的体验。

坚定地看好，无论怎样回调。

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

东十里堡路之狼
2020-12-03
东十里堡路之狼
第一肯定是要变革的。第二现在国内这几家每这个资格，因为他们没什么自己的东西。第三如果汽车整车快速更新只会把市场拖入深渊。想想你自己一辈子能买几辆车？
- 东十里堡路之狼:
  看不懂可以不说话。
- 能不能别瞎搞回复东十里堡路之狼:
  逗逼先不说拖不拖入深渊新能源抢占的是传统汽车的更新换代不是逼你换车好吗？这个蛋糕是来源于原本要换车买车的人，现在更多考虑电车。那按你这个逻辑，传统汽车根本没必要研发电车了。但是他们研发了吗？
- 东十里堡路之狼:
  那ota有啥用，现在哪个车企没有ota？自动驾驶最后真要是特斯拉那种低配硬件传感器能解决，ota才有意义。否则到时候你想要好的辅助驾驶体验还得换车。
- realElonMusk:
  更新不会是整车
小粉丝
2020-12-03
小粉丝
我们要做趋势的朋友攥泡沫的钱，在泡沫破灭之前撤退，现在显然还是继续吹泡泡的时候
- realElonMusk:
  对呀
涛身衣旧
2020-12-03
涛身衣旧
汽车在未来，将是一个新的移动互联网平台。如果这么理解，一切就好解释了。
- realElonMusk:
  是的是的
无酒亦醉
2020-12-03
无酒亦醉
你说的自己的东西是啥呢
- realElonMusk:
  哦哦哦，不好意思啦
- 无酒亦醉回复realElonMusk:
  回复错楼了，回复那个狼
- realElonMusk:
  你的阅读理解有问题？
老铁来了
2020-12-03
老铁来了
短期震荡很大，心跳受不了

发表看法

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