$蔚来(NIO)$蔚_老虎社区_美港股上老虎 - 老虎社区

$蔚来(NIO)$蔚来没有copy Tesla的模式是个败笔，必须快速扩充产能降低价格，提高销量，最快达到规模经济的汽车厂商才足够安全。因为即便是特斯拉也没有达到足够的差异化。蔚来更没有足够的差异化撑起单车的溢价。这是个战略问题。

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

郭靖
2021-12-08
郭靖
网上到处是战略大师和企业家，李斌不如你
- KOBE8回复郭靖:
  为什么你看的就一定对呢？哪里有什么一定的事儿，看口气仿佛蔚来一定能打败特斯拉一样！！！认为蔚来存在危机就是认知能力不够？蔚来连比亚迪都不如，以后的销量被小鹏碾压，有什么优势可言，销量都是2个月压在一起
- KOBE8回复pchany:
  和别人不一样并不是目的，目的是卖更多的车！我的观点是蔚来的换电和别人确实不一样，但是不能把用户规模提高到更高的水平，而且重资产风险很高
- pchany回复KOBE8:
  那你也要想想，如果牺牲换电换取低价，蔚来为什么要叫蔚来？为什么不叫小鹏和比亚迪
- 冬冬_2021:
  当局者迷
- 响当当xt回复KOBE8:
  你这是妇人之仁
yhyh
2021-12-08
yhyh
想要成本某某第二的公司最好离他远点，彼得林奇说的
- 小小木匠回复KOBE8:
  不能不读书
- KOBE8:
  不能死读书
如下
2021-12-09
如下
蔚来说你们现在看不起我没所谓；等我几千座换电站的时候让你们刮目相看[真香]
- 如下回复钻天杨1111:
  脑子长在**上？
- Nathan_2706回复钻天杨1111:
  如果开进山里没有油了怎么办？脑子呢
- 钻天杨1111:
  如果开进山里，没有充电站怎么办？看来只有丢弃一条路了。
未来以来了
2021-12-09
未来以来了
要是完全copy，就没有现在的蔚来，也不可能有未来，时间长点就能看明白了，让子弹飞一会😊
Nathan_2706
2021-12-09
Nathan_2706
特斯拉的产能爬了多少年你知道吗。不懂别瞎说
灰太狼爱投资
2021-12-08
灰太狼爱投资
学我者生，似我者死。蔚来可不能copy，小鹏是特斯拉跟随者。

发表看法

27

11

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