$蔚来(NIO)$$_老虎社区_美港股上老虎 - 老虎社区

$蔚来(NIO)$$小鹏汽车(XPEV)$$理想汽车(LI)$华为选择不造车，任总独特的魅力与见解，加之，早些天，美国价投大牛多夫曼，提出特斯拉是美国这100年来最大的泡沫的朴素观点，和电车们今年神奇的涨幅下，估计会迎来一波有深度的调整。

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精彩评论

winter_lee
2020-12-02
winter_lee
那个啥多夫曼是如何看待自动驾驶业务和能源业务的？以为特斯拉光造电动车吗？
- winter_lee回复JoliDemon:
  估计是错过了没上车才这么说的
- JoliDemon:
  那哥们觉得自动驾驶特斯拉真不算强的，造车的也不看看搞激光发卫星的。能源那哥们觉得更扯蛋，啥能源丫？哪里环保了？现在的电怎么来的丫？特斯拉忽悠谁丫？这样的估值绝对是泡沫。最后，也不好说那哥们还没上车才这么说的。
多拉肥
2020-12-02
多拉肥
你大概率不知道华为找了比亚迪造吧……
- JoliDemon回复多拉肥:
  在整个生态里，华为、阿里达摩院和百度的技术优势是压倒性的，营销及服务蔚来到目前为止确实别具一格，理想是油电混合过度性产物，一款产品市值就这样，还真有点碰瓷的意味。
- 多拉肥:
  看你怎么看了，三傻里面，技术性压到的是理想，营销压倒的是蔚来，小鹏是电瓶车碰瓷的。
- JoliDemon:
  你可能把长安看成了比亚迪吧？
JoliDemon
2020-12-02
JoliDemon
由最高点跌下来，这波调整三电市值跌了近3成，敬畏敬畏 [害羞]

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