$蔚来(NIO)$ _老虎社区_美港股上老虎 - 老虎社区

了不起的盖茨笔

$蔚来(NIO)$ $小牛电动(NIU)$ 哥两好，一起飞[得意]

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魔法商缘
2019-02-27
魔法商缘
我觉得小牛可以活下来，而蔚来不一定有未来，太烧钱了
- 魔法商缘回复尼摩船长:
  就看小牛能不能把销量扩大，有规模才有利润空间，现在看就猎豹估值比较低，算一个价值洼地
- 尼摩船长:
  小牛活没问题只是现在估值有点贵
- 魔法商缘回复了不起的盖茨笔:
  关键小牛没有特斯拉那么强的竞争对手，也没那么烧钱，汽车产业看似简单，精细起来，一个发动机研究投入就得上百亿，自动驾驶芯片，电池能量密度都是超级耗钱的，毕竟电动自行车速度低，一般续航要求没那么高，不需要那么烧钱极致的做技术
- 了不起的盖茨笔:
  是有这个风险，剔除股权激励后，在非美国通用会计准则下，第三季度小牛已经实现净利润494 万人民币，蔚来的亏损在扩大
进击的笑神
2019-02-28
进击的笑神
同感，去年三季度小牛已经实现单季度盈利，个人认为四季度连续盈利没太大问题，未来两年实现全年盈利的可能性比较大。其中市场规模扩大，带来销售提升的意义不言而喻。现在小牛不断在全球重要市场攻城略地，其实也正释放了扩张的野心
MONSTERPRO
2019-03-01
MONSTERPRO
小牛今年会翻倍，把雅迪**

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