$理想汽车(LI)$_老虎社区_美港股上老虎 - 老虎社区

$理想汽车(LI)$$蔚来(NIO)$$特斯拉(TSLA)$理想&蔚来，猜猜谁是新势力三家第一家月交付过2万的，需求都不是问题，L8 11月的订单已经排满，ET5更是供不应求；10月ET5交付感觉很难过万，11月可以期待下；理想公司对运营交付效率一直很优秀，管理上也更细致，L811月能否和L9携手交付各1万？当然如果10月NIO给个惊喜？或者两家11月共同迈上月销2万关口，各位觉得呢？

另外L7个人判断月销也能过1万；大概率明年上半年30万以上高端SUV前十款销量排行三款属于理想汽车，市场波动很大，股价也跌了很多，但是基本面没有看到新的变化，Sell put 15左右吧，做好风控！

分享我的交易策略

交易策略分享，说一说自己在交易中的那些神操作吧，你的idea说不定价值百万！

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

陈为之
2022-10-14
陈为之
个人熟悉的供应商反应理想生产和品管差劲，而且新产品生命周期和理想one类似，也只有两年。搞不懂为啥看好这样的企业
- 以上:
  呵呵
- fincc回复陈为之:
  说到点子上了，换代太快没人买，谁愿意买到两年就过时
- 陈为之回复石头L:
  智能汽车和智能手机一样换代频繁，不断推出新车型本身是一种营销的策略，激进的抢占市场的手段。个人是不看好的。还是应该学一学特斯拉的发展路径，汽车硬件本身不需要频繁的推陈出新，每种车型有个主打产品，尽量使之能用的足够久。然后专注研发自动驾驶技术，为未来做准备，这样务实多了。
- 石头L:
  ONE是三年，按照目前智能发展情况，三年后我觉得L竞争力确实也一般了，汽车手机化趋势没办法，特斯拉M3 Y再不换代明年挑战也会巨大，L8出来后问界自游家明显不是对手，ONE确实在生命周期末端了
pontiac99
2022-10-14
pontiac99
蔚来，毫无悬念
Alex_0099
2022-10-17
Alex_0099
去看看现在理想展厅，L8就被围的慢慢的，等L7L6出来，月销量也会和比亚迪一样看产能
fincc
2022-10-14
fincc
经济这么差，太乐观了吧，我预计今年三家都不会有人稳定过两万，那种凑到一个月玩数字游戏除外
大盘5000点见
2022-10-15
大盘5000点见
小鹏吧 p7的改款应该快了
适时做T
2022-10-18
适时做T
…

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