$蔚来(NIO)$其_老虎社区_美港股上老虎 - 老虎社区

$蔚来(NIO)$其实蔚来的成长性相比小鹏和理想没有太大的优势，但是市值确实后者的两倍，目前在价值回归，明年奔驰宝马凯迪拉克都是推出40万及以上的车型，重点冲击蔚来现有市场，蔚来的换电其实很难得到所有厂商的支持，毕竟谁愿意为别人做嫁衣，蔚来的发展充满了不确定性，至于股价麻，已经进入长长的熊市，碰到均线就向下。管住手，其实美股涨跌横盘都可以赚钱，但是不要逆趋势

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

如果需要一个
2021-10-06
如果需要一个
核心技术？电池比不上宁德时代，igbt落后英飞凌四代以上，基本上是啥都做，啥都做不到一流，抖音上的爱国企业而已
- KOBE8:
  比亚迪成功的概率至少比蔚来大的多
如果需要一个
2021-10-06
如果需要一个
小鹏也没什么优势，低价车竞争更激烈，尤其是有byd这种抖音上爱国企业
- KOBE8:
  比亚迪有核心技术，这个不是新势力能比的
转炒新能源
2021-10-06
转炒新能源
换电并不需要别的厂商支持，换电站服务能力就那么大
- 转炒新能源回复KOBE8:
  换电和充电本来就不能盈利，只能算基建，除非不允许安装私桩。一座换电站算一座超级充电桩，日均服务近百辆电动车，就这么简单。想着规模化统一化都是不切实际的，但这不代表不重要，蔚来补能从5分钟到5小时，各阶段都有，只要合理安排好用户充电换电，那就是非常重要的存在，充电撑死了也要半小时起步，占地面积还大，这是现实，长期内基本无法改变，工厂都限电了，想要超强功率几乎不现实
- KOBE8:
  蔚来市占率不提升到一定水平，换电无法实现盈利
你受得了么
2021-10-06
你受得了么
这些话都听烂了……坐等明年宝马i4，奔驰eqe和凯迪拉克奥特能的市场表现……

发表看法

8

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