$理想汽车(LI)$_老虎社区_美港股上老虎 - 老虎社区

$理想汽车(LI)$有三个月的预定，才交付一万出头。不知道是产能出问题了还是需求出问题了。这样看下来短期有问题。当然长期的问题更大，肯定是不值这个市值的

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精彩评论

tigerSouth
2022-10-11
tigerSouth
距离发帖时候5个交易日已经跌了接近30%，不过还是很高。虽然李想是个好的产品经理和企业家，但是估值泡沫太大，市场的激烈竞争不支持这个估值，假设25年能卖40万台车，每辆车赚1.5万。那时候新能源车的增速已经到了10%以下。可以10倍PE,也就是100亿美金的估值
- Alex_0099:
  板块不同，不能机械看
SupriseMe
2022-10-02
SupriseMe
三年后L789增程停产三个产品自己跟自己竞争理想one老车主无法老带新没希望了
- 大音仔:
  就是不想花太多的钱，就想一套模版做下来，所以才会出现自身竞争的情况，傻子早早晚晚会醒悟的，等着看吧……
- 百亿身价经验:
  一个one 1万多点，one+L9也是1万多点，L789加起来也多不了多少，估计也就1.5万左右
- SupriseMe:
  下个月不出意外交付会断崖式下跌有订单也是转L7、8了
one_day_3701
2022-10-03
one_day_3701
哈哈哈哈你真外行。。。交付首月破万在行业内可是非常恐怖的交付速度。哪怕是传统车企或者特斯拉也没有这速度
- SupriseMe:
  你是看不懂还是看不到楼主说的三个月积累订单才完成1w交付？问题是都没搞清楚就开喷？

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