$蔚来(NIO)$砸_老虎社区_美港股上老虎 - 老虎社区

$蔚来(NIO)$砸出去的银子一定会带响，蔚来在换电站上的巨额投入，早晚会带来丰厚的回报，这是一个强大的护城河。试想当蔚来的价格进入20万到30万的区间，你是愿意买特斯拉还是蔚来，不仅是换电的便利，更无需担心电池的寿命，还可以在你需要长途出行的时候临时换上大容量电池，这是别人做不到的。所以我依然挺蔚来。

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

霎儿风
2021-10-28
霎儿风
换电不讨论成本，忽悠到自己头上来。车主不用担心电池寿命，那股东就该担心了。
- 霎儿风回复董若愚:
  换电又不是蔚来首创的，其他企业早已证实走不通，蔚来做了什么事情来改变换电的困境？无非就是股东挣快钱，只顾扩张，不管成本，最后就是乐视之流。股东钱被这么花，还很开心，我是当真看不懂。
- 霎儿风回复董若愚:
  换电本身成本就高，而且跟其他车企不一样，所以不能共用设施。蔚来还要让车主感觉服务好，那就不能价格太高。最后车卖出去了，销量好看了，股价涨了，投资者套现了，但是企业亏损给散户留下一地鸡毛。现在散户还在为蔚来花钱拍手叫好。
- 董若愚:
  这个世界从来不会有免费的午餐
下山小脑斧
2021-10-28
下山小脑斧
别人都涨，它非要跌是啥原因？
- 董若愚:
  当前业绩下的估值调整，换电站的大投入必然影响当下业绩。看子品牌发布后的反响和销量。
So_1929
2021-10-28
So_1929
哈哈哈哈哈，换电站护城河？哈哈哈哈哈哈哈
程桂华
2021-10-28
程桂华
力挺蔚来是对的！
鲜嫩de韭菜
2021-10-27
鲜嫩de韭菜
蔚来是电车的未来
华流
2021-10-28
华流
别碰壁特斯拉了

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