换电站储能准备_老虎社区_美港股上老虎 - 老虎社区

换电站储能准备

@林氪：我个人不太好看蔚来和小鹏，觉得这两家公司都有非常明显的硬伤。蔚来的硬伤就是换电模式，这种明显逆时代潮流的举动，无法形成非常有效的护城河，且沉没成本巨大，现在就挺难受的，整体商业模式非常乱。小鹏的硬伤是品牌力，名字太拉低档次了，对于汽车这种大宗商品影响还是非常大的。小米作为小鹏的股东，难道雷军就没有劝劝何小鹏换个名字吗？毕竟小米品牌上就很吃亏。 $蔚来(NIO)$ $小鹏汽车(XPEV)$

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