$蔚来(NIO)$$_老虎社区_美港股上老虎 - 老虎社区

$蔚来(NIO)$$蔚来(NIO)$蔚来2018年12月份销量是3300台，1月份只有1800台，2月可能不超过1500台。也就是说至今为止蔚来的销量是14000台左右。跟蔚来销售简单聊了两句，目前es8有的是现车不需要排队，换句话说已经是产能大于需求量。那么问题来了，IPO招股书里，去年上半年订单量已经1.8万辆，相当于整个下半年不仅一台车没卖出去，还退订了4000辆！特斯拉应该下线之后几年的时间都是供小于求，这种公司连车都卖不出去，怎么可能和特斯拉比？

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

游戏规则
2019-02-22
游戏规则
一看就不是车主。别滴滴了
- 小勋同学:
  当然不是车主，我是有多闲花50万买辆蔚来？是15万的小鹏续航不行，还是40万的model 3体验不好？有这钱我会继续做空nio股票
清凉风
2019-02-22
清凉风
很多转换城成性价比更高的es6了！
- 清凉风回复小勋同学:
  你不是车主你永远不会懂！因为买了车我一个不懂股票的人一上市我就想办法买了蔚来的股票各种利好各种黑我门亲，现在赚的不多1万美金左右。我估计等et7上市的时候能赚到一台就达到预期。
- 小勋同学回复清凉风:
  让一个全世界汽油最便宜的国家用新能源车？真的你说买江淮我都觉得有点逻辑。蔚来要给江淮兜底几十亿的亏损，这个跟国家有毛线恭喜？
- 游戏规则:
  这位只知道国外的香...es6大定还不让交.😔
- 清凉风回复小勋同学:
  还有欧洲市场今天又谈了沙特别急蔚来后面是江淮江淮后面是国家。我相信蔚来有未来！
- 小勋同学:
  es6半年之内不会有产能，真有产能又如何？拼的过model3吗
Daniel_Miao
2019-02-22
Daniel_Miao
就放一张图，自行意会
- 小勋同学:
  这是什么，有链接吗
5e276fa1
2019-02-22
5e276fa1
你的做空单子呢？敢嗮出来么？
- 小勋同学:
  12到8块开空6块平空，6.8开空到现在均价7.4，蔚来今年会跌到4块
天天涨涨涨
2019-02-22
天天涨涨涨
建议你做空，并且晒单，估计能大赚一笔
妈妈咪呀
2019-02-22
妈妈咪呀
明白人友军你好

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