$蔚来(NIO)$n_老虎社区_美港股上老虎 - 老虎社区

哇塞真的好大啊

$蔚来(NIO)$nio day要关注的其实不是新车，新车已经是明牌了，最主要的是芯片供应危机怎么解决和自主产能的提升，代工厂的高成本直接体现在财报里面了，真的这次不看车主要听他讲话吧。毕竟再好的车再多的订单你产能跟不上也百搭。杀入30W这个区间本身就是放低姿态的体现了，如果明年再不能达到最基本的月交付2W以上，那真的歇菜。哎还是等表演吧

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精彩评论

没钱没闲
2021-12-17
没钱没闲
你太搞笑了……nio day不是股东大会
- 没钱没闲回复哇塞真的好大啊:
  供应链和工厂产能提升，李斌和秦力洪在各种场合说了很多次了吧，et5也是明牌，这些需要画饼？
- 哇塞真的好大啊:
  画饼不在这个时候画等3月？
老张炒美股
2021-12-17
老张炒美股
这是nio day，不是财报会

发表看法

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4

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