曌迎甴
2021-12-11
$蔚来(NIO)$
蔚来,三分天下有其一,这是李斌说的。看来目前三傻谁能笑到最后还是未知数,
感觉理想转型纯电后,三傻最先死掉的是蔚来,因为蔚来的技术不咋样
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。
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鲜嫩de韭菜
2021-12-11
鲜嫩de韭菜
你死了蔚来都会或活着,底层**丝,永远格局都打不开!换电的护城河是小鹏理想之流能实现的吗?
老练的狼
:
是了 哈哈哈哈 格局就打不开 看他们评论能气死
KOBE8
2021-12-12
KOBE8
同意你的观点,蔚来理想小鹏其实都是走小米模式,是追赶者,核心技术绝对不是优势,都是靠供应商。理想小鹏比较有自知之明,只是利用对客户的理解做出来有点儿新意的产品讨好用户,蔚来非得搞换电,绝对是个大隐患,你看哪吒汽车没有换电一个月都1W3,可见绝大部分用户对换电不是刚需,投那么多钱只能呵呵
无畏无惧输赢自己
回复
老练的狼
:
一楼说这话有点早
老练的狼
:
哈哈哈哈哈 为你的稚嫩点赞
不加倍抢地主
2021-12-11
不加倍抢地主
我也觉得你说的对,这么多投资人阿 车主啊 政策啊都傻了吧唧相信蔚来,都没你看得明白,太崇拜你了,你现实中一定特别厉害吧,马斯克那种级别的。要是你现实中很平庸,那一定是怀才不遇,加油 相信自己一定能成功
不加倍抢地主
回复
曌迎甴
:
你是对的
不加倍抢地主
回复
曌迎甴
:
相信自己,加油!
曌迎甴
:
政策支持的也未必都对,比如前几年火热的农村淘宝,国家也大力支持,但结果不也黄了吗。还有国家支持的高速路上铺的太阳能板,不也黄了吗。可以预见性的说,国内一些车企搞的所谓车路协同方案迟早也得黄,这条路线是不现实的
我本平静
2021-12-11
我本平静
说这么多废话,不如全仓做空来的实在
曌迎甴
:
我做多的,短期
曌迎甴
2021-12-11
曌迎甴
将来压铸都一体化了,怎么换电,目前国内有六家订了力劲公司的一体化压铸模具,其中就有蔚来
BenZheng
回复
曌迎甴
:
有人为换电买单就有用,不是你说臃肿就臃肿了。你买个电车跑高速,在桩上充电就知道换电有没有用了
Pandorox
回复
曌迎甴
:
还有中石油中石化壳牌...
九里堤第一巴图鲁
:
别说了 说得越多越露怯 还是去理想那边吧
曌迎甴
回复
BenZheng
:
以后肯定是整个车身一体压铸,想了一下好像整体压铸不影响换电,但换电模式最后会拖累蔚来,全球就蔚来一家搞这种没有用的臃肿模式
BenZheng
:
一体压铸主要用在后桥结构复杂的地方,不影响中间做换电。决定换电的是市场须求,不是技术有没有障碍
仟李
2021-12-12
仟李
蔚来的换电模式以后绝对是颠覆性的商业模式创新。因为这个模式符合中国政府的利益。我认真的看了你们的观点,没有一个说的让人信服的
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