$蔚来(NIO)$ _老虎社区_美港股上老虎 - 老虎社区

百亿身价经验

$蔚来(NIO)$ 这么优秀的设计，不知道哪里出了问题，可惜了。

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精彩评论

心太乱
2023-02-10
心太乱
我基本对蔚来没有任何幻想了，管理层说话太不靠谱了。
- 百亿身价经验:
  是的，三个不靠谱
  一是，话说的太满，比如不降价，单电机就是耍流氓，不做30万以内。这些话一旦说出，就把路给堵死了，后期一旦做了，就被骂
  二是，有时候说话比较招人恼火，比如油车论，直接让油车车主很恼火，比如江淮比保时捷好，即便是也不能说，再比如说特斯拉是大众，这种太招人烦了
  三是，公关段位太差，500勇士直接给人传销口实，还有楼上掉下来摔死两个人的那次公关。这些就老老实实解释不就行了，要整那么多幺蛾子。
  
  热度不是这么来的啊。
- 美股探索者:
  确实不靠谱
fincc
2023-02-10
fincc
换电葬送了一切，包括盈利能力和车身设计
- 百亿身价经验回复fincc:
  他说的话有多了
- fincc回复百亿身价经验:
  不是我的解释，你们的偶像李斌说的，最大的成本是时间机会成本。
- 百亿身价经验回复fincc:
  你这解释的尤其苍白无力
- fincc回复百亿身价经验:
  时间机会葬送了，没有回头路
- 百亿身价经验回复fincc:
  但说蔚来有问题那的确有可能，但那不是换电的问题，而是蔚来的问题。就像你说的换电标准化注定没有优化空间，谁说标准只能有一个？它不能有多种尺寸的电池吗？别的不说，两种也不是不可能。就看蔚来它要不要去做。
  
  只能这么说，换电是加分项，但蔚来并没有把它的优势完全发挥出来，甚至做成了减分项。这不是模式的问题，而是企业的问题。

发表看法

12

3

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