蔚来的空头，会在今年_老虎社区_美港股上老虎 - 老虎社区

蔚来的空头，会在今年下半年爆仓。

现在的蔚来很像2018年Model 3遭遇产能爬坡瓶颈的特斯拉，当时记得股价从400多跌到180多。

下半年ET5交付，会成为一个关键转折。

2023年，蔚来理想小鹏三家，市值全部站上1000亿美金没有悬念。#蔚来 #理想 #小鹏

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

fincc
2022-03-04
fincc
第一：企业不能比，特斯拉创新务实远好于蔚来；第二：时代背景不能比，那个时候不是怀疑特斯拉，是怀疑电动车有没有前途；第三：性质不能比，蔚来面临的难道是产能问题吗？以前还没销量的时候都能冲到1000美金，跟销量完全无关。蔚来的问题只有一个：真正企业跑起来，发现这公司不行，不是现在不行，是以后不行
- 火火兔爸回复744eb850:
  去看下上载新生
- 我希望有勇气回复744eb850:
  定义了智能电动车，你看看特斯拉没有国产前，比亚迪的所谓老牌电动车厂造的都是什么车，还有特斯拉把自动驾驶作引进车了，没有特斯拉，有哪个车企搞自动驾驶，特斯拉也的确落地了自动驾驶
- 霎儿风:
  我觉得关键是Model3产能爬坡成功，完全不意味着ET5能大卖，八竿子打不着
- 744eb850:
  你告诉我特斯拉除了把车射到太空去还有什么创新？
萨姆哥哥
2022-03-05
萨姆哥哥
ET7能否带一波就大概看得出来。说不看好蔚来没科技的就是笑话，国产电动汽车哪个智能化比特斯拉好？国情不一样而已，电动汽车以后就是和手机一样，竞争会非常激烈，一味走性价比低价，是没有机会的。要想卖上价，要不科技领先，要不服务口碑好，换做你是李斌在不能做到科技领先特斯拉的时候，会咋做。
霎儿风
2022-03-04
霎儿风
Model3产能爬坡成功了，要是爬坡失败现在已经没有特斯拉。这么类比没有任何意义，但是ET5确实很可能决定生死的关键。
火火兔爸
2022-03-04
火火兔爸
蔚来没有未来
自由随心飞
2022-03-04
自由随心飞
不看好蔚来，产品竞争力太弱，短期改变又太难
华尔街小街
2022-03-05
华尔街小街
每一位错过特斯拉的人，又想着下一个特斯拉，这才是最大的败笔。

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