帅森
2022-02-19
$蔚来(NIO)$
市场可能会犯错，市场也可能会纠错，只有坚持价值投资并一以贯之才能取得回报，人真的赚不到认知意外的钱。
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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霎儿风
2022-02-19
霎儿风
价值投资不是靠感觉，不盈利也就不谈基本面了，护城河有吗？别人做不了换电还是不能提升服务，花投资者的钱而已有什么门槛吗？
帅森
:
投资是门艺术 见仁见智
霎儿风
回复
帅森
:
要是你这种分析方式，难道乐视找不出一百种优点吗，那些破产企业随随便便都能找出一堆优点列给你看。
霎儿风
回复
帅森
:
你可能不明白什么叫基本面，不妨去查一查再回复。你也不明白什么叫做护城河，我说东你说西，不要讲什么价值投资了，你连基本概念都没搞明白。
帅森
回复
霎儿风
:
我告诉你看多人眼中的基本面
1、上到中国政府，下到中国民众，目前民族情绪高涨，大家希望能够有中国自主产的高端车辆，而不是一提到高级车就是BBA，合肥政府的注资就是鲜活的答案。政府背书
2、再说回商业模式本身，蔚来目前走的用户为王是整个零售生态最前沿的做法，和消费者站在一起。
3、再到换电站，电池技术短期内难有质的提升，换电未来无论是和特高压充电合作还是往行业标准靠拢或者自成一派，都是很高的护城河。
霎儿风
回复
帅森
:
没有盈利至少要有护城河，你什么都不知道就说是价值投资？你这是跟价值投资没关系。
全部7条回复
农村小伙2
2022-02-20
农村小伙2
有价值，但是只值50亿美金市值 [开心]
帅森
:
那就空呗，怎么赚都是赚。
fincc
2022-02-19
fincc
蔚来属于价值投资还是投机？
帅森
:
我坚信是价值投资
150个W本金
2022-02-20
150个W本金
蔚来，价值投资 跌了怎么办。加仓买入更多
盘后交易员
2022-02-19
盘后交易员
蔚来赚了几倍跑路了，现在坚定不看好蔚来
哗哗123
2022-02-20
哗哗123
好的
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