$蔚来(NIO)$ _老虎社区_美港股上老虎 - 老虎社区

魔鬼交易员

$蔚来(NIO)$ 放弃市场份额，可能会无法活下去，降低利润率，还有机会挺过来。蔚来以及其他新势力的跟随降价，已经拉响价格战，一旦打响很残酷，感觉更利好高利润率的一方[正经] $特斯拉(TSLA)$

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

lifeofwind
2023-02-02
lifeofwind
特斯拉的价格战实际上拉低了自己的品牌，反而威胁到不到蔚来。3和y和蔚来也不在一个价格区间。蔚来如果降价，不仅毛利堪忧，同时也会拉低自己品牌格调。
特斯拉真正威胁到蔚来的时候，是s和x两款车国产化的时候，进入同一价格区间进行竞争。
- lifeofwind回复Aoeivu:
  额，特斯拉毛坯房这个人尽皆知的，不用水军洗
  往好了说，特斯拉在成本控制上做得非常牛逼 [贱笑]
- Aoeivu:
  我最讨厌蔚来水军那句特斯拉就是毛胚房，有品位的人是不会买的。
  对不起，你们慢慢品味吧。看蔚来倒闭了你们去哪换电
- 魔鬼交易员:
  有道理[强]就怕价格战引发的连锁反应，其他新势力跟随区间降价，也会间接影响蔚来市场份额，而且毛利还会影响后续的研发投入相对滞后，感觉长期影响更大
mutouren
2023-02-02
mutouren
呵呵，适合这时候低价收货
- 魔鬼交易员:
  [笑哭]
Aoeivu
2023-02-02
Aoeivu
蔚来吃枣药丸，三傻唯一能看的就是理想
- Aoeivu:
  然后我买了300块钱的蔚来call，倒闭前我觉得会有一波拉涨。六月过期
- 魔鬼交易员:
  确实，理想的设计以及定位群体很好，新车型反馈和销量也都不错
Kevin专用
2023-02-02
Kevin专用
[开心]
Kevin专用
2023-02-02
Kevin专用
好

发表看法

11

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1

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