天虎
2022-10-18
对,什么企业能活下来,而且还能活的滋润。神车,主要看两点,自驾什么时候在全美能铺开。2,4680电池什么时候能大规模量产,关系到0-1新的增长点(皮卡卡车)。至于现在竞争激烈的乘用车在经济下滑期,不是好的投资方向,等一批车企破产之时或许才是时机。这也是为什么一龙放弃m2原因,费时费力可能还不赚钱。
$特斯拉(TSLA)$
@iAm22:
今天和业内人聊了,确认新能源车企的需求均开始下降,不管是巨头$比亚迪(002594)$也一样!有些事带来的代价还是巨大的,太多的不确定性!消费端开始收缩,上游通胀没有停止!可能真的经济危机,真的通缩来了!我会看后续情况继续降低仓位,我的仓位,目前也只有$特斯拉(TSLA)$,如果遇到大幅反弹我会毫不犹豫的大幅降低仓位,保持低仓位,然后慢慢等好的价格加仓。 活下去,才最重要! $苹果(AAPL)$
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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