$蔚来-SW(098_老虎社区_美港股上老虎

欲山行

03-13

$蔚来-SW(09866)$ $蔚来(NIO)$ 如果未来几个季度智驾没有重大突破，蔚来可能会陷入无法挽回的局面。别的招数都不管用，就算大幅降价也没用

港股新能源逆势大涨！小鹏&蔚来看好哪家？

因马斯克在全球范围被抵制以及model Y出货预期的疲软，昨晚特斯拉大跌超15%。但中国的新能源汽车今日却迎来大涨，蔚来盘中一度涨幅达13%，零跑达10%，小鹏超7%。【新能源汽车逆势大涨，你看好港股新势力表现吗？上车哪一家？】

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

戈仑
03-13
戈仑
不敢苟同，蔚来其实什么都不需要做，甚至不需要出新车，只是降价量就能起来，参考小鹏。蔚来最大的问题是产品太多了，配置又过高，简单把激光雷达、orinx、电吸门乱八七糟的玩意砍一砍，舒享弄成标配，20万起，baas搞到15起，瞬间就卖爆啊，归根结底还是太贵了…
- 戈仑回复欲山行:
  不会，5566都是中型车，本来对标的就是bba的34c，20万起很正常
- 欲山行:
  降价确实能刺激销量，但蔚来的品牌定位就是高端，砍配置降价会不会伤品牌
- 1直边走边看:
  同意，核心还是价格，小鹏的mona03质量差成那样，价格合适也卖爆，现在消费降级
WstreetBoy
03-14 14:24
WstreetBoy
其实说白了他们是因为销量不行所以不得不研发那么多车，但是每一款车都没有火爆，所以又不得不继续研发，这样才能有一个亏损的好借口
QHTC
03-13
QHTC
山雨欲来风满楼

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":413098909626656,"tweetId":"413098909626656","gmtCreate":1741874336051,"gmtModify":1741874338356,"author":{"id":10000000000010488,"idStr":"10000000000010488","authorId":10000000000010488,"authorIdStr":"10000000000010488","name":"欲山行","avatar":"https://static.tigerbbs.com/e460befb8b73628d17452d4795753dfd","vip":8,"userType":8,"introduction":".","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":76,"starInvestorFlag":false},"themes":[{"themeId":"06dbca7b8f194b79b9e1beea88f274b3","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"港股新能源逆势大涨！小鹏&蔚来看好哪家？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":06dbca7b8f194b79b9e1beea88f274b3}&rnconfig={\"headerBarHidden\": true}","description":"因马斯克在全球范围被抵制以及model Y出货预期的疲软，昨晚特斯拉大跌超15%。但中国的新能源汽车今日却迎来大涨，蔚来盘中一度涨幅达13%，零跑达10%，小鹏超7%。【新能源汽车逆势大涨，你看好港股新势力表现吗？上车哪一家？】","image":"https://static.tigerbbs.com/3ebb81e530e2b021c6ef0a6efd96fc17"}],"images":[],"coverImages":[],"html":"<html><head></head><body> <a data-mention-id=\"09866\" class=\"teditor-mention\" data-mention-name=\"蔚来-SW\" href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a> <a data-mention-id=\"NIO\" class=\"teditor-mention\" data-mention-name=\"蔚来\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 如果未来几个季度智驾没有重大突破，蔚来可能会陷入无法挽回的局面。别的招数都不管用，就算大幅降价也没用</body></html>","htmlText":"<html><head></head><body> <a data-mention-id=\"09866\" class=\"teditor-mention\" data-mention-name=\"蔚来-SW\" href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a> <a data-mention-id=\"NIO\" class=\"teditor-mention\" data-mention-name=\"蔚来\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 如果未来几个季度智驾没有重大突破，蔚来可能会陷入无法挽回的局面。别的招数都不管用，就算大幅降价也没用</body></html>","text":"$蔚来-SW(09866)$ $蔚来(NIO)$ 如果未来几个季度智驾没有重大突破，蔚来可能会陷入无法挽回的局面。别的招数都不管用，就算大幅降价也没用","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":6,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/413098909626656","repostId":0,"isVote":1,"tweetType":1,"viewCount":1166,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["09866","NIO"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":true,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":124,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":413087008661992,"commentId":"413087008661992","gmtCreate":1741883488978,"gmtModify":1741883492799,"authorId":3464867780819115,"author":{"id":3464867780819115,"idStr":"3464867780819115","authorId":3464867780819115,"name":"戈仑","avatar":"https://static.tigerbbs.com/0dc4e1dec713d1cd9732c5dfdbb63386","vip":1,"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":413098909626656,"objectIdStr":"413098909626656","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"不敢苟同，蔚来其实什么都不需要做，甚至不需要出新车，只是降价量就能起来，参考小鹏。蔚来最大的问题是产品太多了，配置又过高，简单把激光雷达、orinx、电吸门乱八七糟的玩意砍一砍，舒享弄成标配，20万起，baas搞到15起，瞬间就卖爆啊，归根结底还是太贵了…","text":"不敢苟同，蔚来其实什么都不需要做，甚至不需要出新车，只是降价量就能起来，参考小鹏。蔚来最大的问题是产品太多了，配置又过高，简单把激光雷达、orinx、电吸门乱八七糟的玩意砍一砍，舒享弄成标配，20万起，baas搞到15起，瞬间就卖爆啊，归根结底还是太贵了…","html":"不敢苟同，蔚来其实什么都不需要做，甚至不需要出新车，只是降价量就能起来，参考小鹏。蔚来最大的问题是产品太多了，配置又过高，简单把激光雷达、orinx、电吸门乱八七糟的玩意砍一砍，舒享弄成标配，20万起，baas搞到15起，瞬间就卖爆啊，归根结底还是太贵了…","likeSize":0,"commentSize":3,"subComments":[{"id":413420528832616,"commentId":"413420528832616","gmtCreate":1741962105251,"gmtModify":1741962109354,"authorId":3464867780819115,"author":{"id":3464867780819115,"idStr":"3464867780819115","authorId":3464867780819115,"name":"戈仑","avatar":"https://static.tigerbbs.com/0dc4e1dec713d1cd9732c5dfdbb63386","vip":1,"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":10000000000010488,"repliedAuthor":{"id":10000000000010488,"idStr":"10000000000010488","authorId":10000000000010488,"name":"欲山行","avatar":"https://static.tigerbbs.com/e460befb8b73628d17452d4795753dfd","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":413098909626656,"objectIdStr":"413098909626656","type":1,"supId":413087008661992,"supIdStr":"413087008661992","prevId":413501393445480,"prevIdStr":"413501393445480","content":"不会，5566都是中型车，本来对标的就是bba的34c，20万起很正常","text":"不会，5566都是中型车，本来对标的就是bba的34c，20万起很正常","html":"不会，5566都是中型车，本来对标的就是bba的34c，20万起很正常"},{"id":413501393445480,"commentId":"413501393445480","gmtCreate":1741954689019,"gmtModify":1741954693254,"authorId":10000000000010488,"author":{"id":10000000000010488,"idStr":"10000000000010488","authorId":10000000000010488,"name":"欲山行","avatar":"https://static.tigerbbs.com/e460befb8b73628d17452d4795753dfd","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":413098909626656,"objectIdStr":"413098909626656","type":1,"supId":413087008661992,"supIdStr":"413087008661992","prevId":0,"prevIdStr":"0","content":"降价确实能刺激销量，但蔚来的品牌定位就是高端，砍配置降价会不会伤品牌[疑问]","text":"降价确实能刺激销量，但蔚来的品牌定位就是高端，砍配置降价会不会伤品牌[疑问]","html":"降价确实能刺激销量，但蔚来的品牌定位就是高端，砍配置降价会不会伤品牌[疑问]"},{"id":413231277191392,"commentId":"413231277191392","gmtCreate":1741918378232,"gmtModify":1741918381972,"authorId":3575896644131469,"author":{"id":3575896644131469,"idStr":"3575896644131469","authorId":3575896644131469,"name":"1直边走边看","avatar":"https://static.tigerbbs.com/6bd68883355b0208830081471bafd9a2","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":413098909626656,"objectIdStr":"413098909626656","type":1,"supId":413087008661992,"supIdStr":"413087008661992","prevId":0,"prevIdStr":"0","content":"同意，核心还是价格，小鹏的mona03质量差成那样，价格合适也卖爆，现在消费降级","text":"同意，核心还是价格，小鹏的mona03质量差成那样，价格合适也卖爆，现在消费降级","html":"同意，核心还是价格，小鹏的mona03质量差成那样，价格合适也卖爆，现在消费降级"}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0},{"id":413420990308736,"commentId":"413420990308736","gmtCreate":1741962290917,"gmtModify":1741962294683,"authorId":180489801557520,"author":{"id":180489801557520,"idStr":"180489801557520","authorId":180489801557520,"name":"WstreetBoy","avatar":"https://static.tigerbbs.com/67ffcee2a6d73f35b1d68c916a7e6856","vip":1,"currentWearingBadge":{"badgeId":"1f74612b6f95455f970edd02b5316db8-4","templateUuid":"1f74612b6f95455f970edd02b5316db8","name":"收益排行","description":"Top 10%","bigImgUrl":"https://static.tigerbbs.com/15d4b5a89fa218ed3a35da1a05874cf6","smallImgUrl":"https://static.tigerbbs.com/16e2b28d75d7746886400fad4f4ec3e3","grayImgUrl":"https://static.tigerbbs.com/6f578d36f80e1a3d9c705f395e522048","redirectLinkEnabled":0,"redirectLink":"https://www.itigerup.com/activity/market/2023/stock-contest?adcode=StockContest2023","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.09.05","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":5300},"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":2,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":413098909626656,"objectIdStr":"413098909626656","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"其实说白了 他们是因为销量不行 所以不得不研发那么多车，但是每一款车都没有火爆，所以又不得不继续研发，这样才能有一个亏损的好借口","text":"其实说白了 他们是因为销量不行 所以不得不研发那么多车，但是每一款车都没有火爆，所以又不得不继续研发，这样才能有一个亏损的好借口","html":"其实说白了 他们是因为销量不行 所以不得不研发那么多车，但是每一款车都没有火爆，所以又不得不继续研发，这样才能有一个亏损的好借口","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":413055455228368,"commentId":"413055455228368","gmtCreate":1741875361313,"gmtModify":1741875365225,"authorId":3557312012111488,"author":{"id":3557312012111488,"idStr":"3557312012111488","authorId":3557312012111488,"name":"QHTC","avatar":"https://static.tigerbbs.com/51aec1ae849a802c3401d15486670366","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":413098909626656,"objectIdStr":"413098909626656","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"山雨欲来风满楼","text":"山雨欲来风满楼","html":"山雨欲来风满楼","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/413098909626656"}