祎祎001
2019-04-04
$蔚来(NIO)$ $特斯拉(TSLA)$ 之前一直把特斯拉捧得神乎其神,而把国内造车新势力看成一坨翔的网友们,不知道最近还好吗?
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MrTimDeng
2019-04-04
MrTimDeng
不是神乎其神,特斯拉当年运气极佳只花了几千万美金就收购了丰田价值近十亿的汽车工厂。蔚来可没这种运气,无法自己建厂造车,完全依靠代生产本身就是一种极其不稳定的事情。其次特斯拉上海超级工厂一旦完工,对国内新能源汽车品牌冲击是巨大的,况且蔚来的股价腰斩也证明了其比特斯拉更大的泡沫和风险。做人要实事求是,爱国和承认既定事实没有冲突。
波兄
:
风险越大,机会越大,好好把握,哈哈,一起加油
MrTimDeng
回复
波兄
:
放眼全球市场,蔚来汽车甚至可以说其他新能源汽车品牌都还不足以与特斯拉进行抗衡,更别谈优势了。是否有能力建厂当然不是唯一条件,反之管理运营就更不是了,客户体验是一方面,产品力也是一方面。孰重孰轻无法一概而论,从蔚来投入的研发比例中看,最起码蔚来也认为产品力的分量仍大于管理。对于两个企业风险固然都有,但还未度过危险期的初创企业,其潜在风险仍然大于目前该领域的龙头企业。
波兄
:
对的,薛兆丰说过,比喻不是好的论证方式,还是被你抓住小辫子了😄。但是我也说过,代工不是最重要的,其核心靠的是管理。目前都有风险(特斯拉降价是大大的风险),但是从长远看是未知的,仅仅从有没有工厂来判断也不科学,如果要比较的话,很多方面特斯拉并不占优势。最关键的从本质上,两者不一样
MrTimDeng
回复
波兄
:
这个类比有问题,新能源汽车公司虽然属于科技公司,但和电子产品公司性质完全不同。拥有工厂自我生产几乎是汽车公司的标配。这也是为什么蔚来汽车和法拉第FF一开始都宣布自我建厂,但最终又不了了之。我话的意思是,特斯拉当年是占据天时地利人和,蔚来汽车很难有这种运气。因为08年金融风暴短期不会再来,又有哪个公司会“送”个汽车工厂给蔚来呢?即便蔚来汽车以后可以成功,但目前来看特斯拉的风险性更低。
波兄
:
特斯拉国内量产要到2020年,蔚来es6下半年就开始交付了,要比的话,特斯拉不占优势,比价格特斯拉也不占优势,蔚来的车也更符合国人的审美,其实不用比,本质上两个人的基因就不一样
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大鳄鱼索罗
2019-04-10
大鳄鱼索罗
蔚来要破前低了[开心][开心][开心][开心][开心]
祎祎001
回复
大鳄鱼索罗
:
特斯拉也跌
大鳄鱼索罗
回复
祎祎001
:
可是我还有苹果呀,你不是前两天天天嘲讽特斯拉么[开心][开心][开心][开心][开心]
祎祎001
:
你波音涨了?
大鳄鱼索罗
2019-04-04
大鳄鱼索罗
蔚来跌成那样了还有脸来嘲笑特斯拉,谁给你的勇气呢
剑桥奶茶大战明州强东
:
他在这个时间点发问,一时间都看不出来他是做多做空
大鳄鱼索罗
2019-04-04
大鳄鱼索罗
一顿操作猛如虎,一看股价刚到五[开心][开心][开心][开心][开心][开心]
狐狸爸爸
回复
大鳄鱼索罗
:
到年底或明年年初,假如还在米股的话,还会有几块钱...
大鳄鱼索罗
回复
狐狸爸爸
:
迟早退市清算回大a[无语]
狐狸爸爸
:
下个月就得打响4块保卫战了[龇牙]
y2j
2019-04-04
y2j
还好,毕竟特斯拉股票尿性早就习惯了。国内新能源依旧是垃圾
reen
2019-04-04
reen
一个卖6万一个卖4千·兄弟要理性·先赚钱再爱国·
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