$蔚来(NIO)$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

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":829147174,"tweetId":"829147174","gmtCreate":1633483239844,"gmtModify":1633483239844,"author":{"id":3501750755383732,"idStr":"3501750755383732","authorId":3501750755383732,"authorIdStr":"3501750755383732","name":"KOBE8","avatar":"https://static.tigerbbs.com/4434505d24c9583563152bf8f766b086","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":38,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p><a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>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</p></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>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</p></body></html>","text":"$蔚来(NIO)$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","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":8,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/829147174","repostId":0,"isVote":1,"tweetType":1,"viewCount":6221,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NIO"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":338,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":6110114,"commentId":"6110114","gmtCreate":1633517982637,"gmtModify":1633517982637,"authorId":3577869126307128,"author":{"id":3577869126307128,"idStr":"3577869126307128","authorId":3577869126307128,"name":"如果需要一个","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":829147174,"objectIdStr":"829147174","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"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","text":"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","html":"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","likeSize":0,"commentSize":1,"subComments":[{"id":6110370,"commentId":"6110370","gmtCreate":1633519587029,"gmtModify":1633519587029,"authorId":3501750755383732,"author":{"id":3501750755383732,"idStr":"3501750755383732","authorId":3501750755383732,"name":"KOBE8","avatar":"https://static.tigerbbs.com/4434505d24c9583563152bf8f766b086","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":829147174,"objectIdStr":"829147174","type":1,"supId":6110114,"supIdStr":"6110114","prevId":0,"prevIdStr":"0","content":"比亚迪成功的概率至少比蔚来大的多","text":"比亚迪成功的概率至少比蔚来大的多","html":"比亚迪成功的概率至少比蔚来大的多"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":6106905,"commentId":"6106905","gmtCreate":1633487674758,"gmtModify":1633487674758,"authorId":3577869126307128,"author":{"id":3577869126307128,"idStr":"3577869126307128","authorId":3577869126307128,"name":"如果需要一个","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":829147174,"objectIdStr":"829147174","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"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","text":"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","html":"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","likeSize":1,"commentSize":1,"subComments":[{"id":6109682,"commentId":"6109682","gmtCreate":1633512805048,"gmtModify":1633512805048,"authorId":3501750755383732,"author":{"id":3501750755383732,"idStr":"3501750755383732","authorId":3501750755383732,"name":"KOBE8","avatar":"https://static.tigerbbs.com/4434505d24c9583563152bf8f766b086","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":829147174,"objectIdStr":"829147174","type":1,"supId":6106905,"supIdStr":"6106905","prevId":0,"prevIdStr":"0","content":"比亚迪有核心技术，这个不是新势力能比的","text":"比亚迪有核心技术，这个不是新势力能比的","html":"比亚迪有核心技术，这个不是新势力能比的"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":6109504,"commentId":"6109504","gmtCreate":1633510928976,"gmtModify":1633510928976,"authorId":3562812942260421,"author":{"id":3562812942260421,"idStr":"3562812942260421","authorId":3562812942260421,"name":"转炒新能源","avatar":"https://static.tigerbbs.com/27b060fcc9e6652c730cf2f02067fc75","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":829147174,"objectIdStr":"829147174","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"换电并不需要别的厂商支持，换电站服务能力就那么大","text":"换电并不需要别的厂商支持，换电站服务能力就那么大","html":"换电并不需要别的厂商支持，换电站服务能力就那么大","likeSize":0,"commentSize":2,"subComments":[{"id":6110888,"commentId":"6110888","gmtCreate":1633523783720,"gmtModify":1633523783720,"authorId":3562812942260421,"author":{"id":3562812942260421,"idStr":"3562812942260421","authorId":3562812942260421,"name":"转炒新能源","avatar":"https://static.tigerbbs.com/27b060fcc9e6652c730cf2f02067fc75","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3501750755383732,"repliedAuthor":{"id":3501750755383732,"idStr":"3501750755383732","authorId":3501750755383732,"name":"KOBE8","avatar":"https://static.tigerbbs.com/4434505d24c9583563152bf8f766b086","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":829147174,"objectIdStr":"829147174","type":1,"supId":6109504,"supIdStr":"6109504","prevId":6109685,"prevIdStr":"6109685","content":"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","text":"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","html":"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"},{"id":6109685,"commentId":"6109685","gmtCreate":1633512841683,"gmtModify":1633512841683,"authorId":3501750755383732,"author":{"id":3501750755383732,"idStr":"3501750755383732","authorId":3501750755383732,"name":"KOBE8","avatar":"https://static.tigerbbs.com/4434505d24c9583563152bf8f766b086","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":829147174,"objectIdStr":"829147174","type":1,"supId":6109504,"supIdStr":"6109504","prevId":0,"prevIdStr":"0","content":"蔚来市占率不提升到一定水平，换电无法实现盈利","text":"蔚来市占率不提升到一定水平，换电无法实现盈利","html":"蔚来市占率不提升到一定水平，换电无法实现盈利"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":6109481,"commentId":"6109481","gmtCreate":1633510515866,"gmtModify":1633510515866,"authorId":3556774996918690,"author":{"id":3556774996918690,"idStr":"3556774996918690","authorId":3556774996918690,"name":"你受得了么","avatar":"https://static.tigerbbs.com/d00d82b41addbc4ac7191f033862fdc8","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":829147174,"objectIdStr":"829147174","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"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……","text":"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……","html":"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……","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/829147174"}