加仓蔚来，12月份破_老虎社区_美港股上老虎

2021-11-23

加仓蔚来，12月份破800亿美金市值

蔚来11月份交付至少1万量。毛利率28%，销售额约等于其他小鹏加理想总和，更不说明年1000座换电站和20万的ET5以及ET7和ES7，合肥蔚来城的产能爬坡，蔚来的护城河正在真正形成，不是搞两个大号大疆无人机就可以解决的。短期12月份以内蔚来市值有望破800亿美金。 $特斯拉(TSLA)$$蔚来(NIO)$$理想汽车(LI)$$小鹏汽车(XPEV)$$拼多多(PDD)$

新能源汽车俱乐部

一起聊聊你的新能源车和新能源股票~

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

riitxu
2021-11-23
riitxu
et5不会卖20的估计baas之后大概28左右 20万会留给子品牌蔚来真正能起来得2024年毕竟二工厂要明年年底才可以大规模量产
- 灬ccXo回复美股零零七:
  Et5为啥不能是子品牌？
- 美股零零七回复744eb850:
  好，老哥说的也有道理
- 744eb850回复美股零零七:
  20-22我认为不现实 20万已经压缩进蔚来的供应链价格直线压缩利润我认为23-25
- 美股零零七:
  定位就是专打毛豆3和p7
- 美股零零七:
  到时候看结果哈，et5 baas 20万-22万
骚磊
2021-11-23
骚磊
11月份销量能到1.5w吗
- 薛定猫的谔:
  1.5w有点难，F2投产才能释放产能
- 美股零零七:
  1万稳稳的
yhyh
2021-11-23
yhyh
毛利28%不可能吧
- 美股零零七:
  可以去查财报
大海六六發
2021-11-24
大海六六發
我这次成都到昆明，雅安换块电池，直接开到西昌再换块电池，到武定充了100块钱电，换电站大大的建设，大大的好。
- 大海六六發:
  李斌参与的事情我都看好[开心]现在两个账号，一个账号 $蔚来(NIO)$ 全仓，一个账号 $优信(UXIN)$ 全仓，很快都会起来啦[财迷][财迷]
- 美股零零七:
  那是！
葡萄妈妈Nike
2021-11-26
葡萄妈妈Nike
今天新能源什么情况，盘前跌那么多
- 美股零零七:
  南非新毒株
王者之剑
2021-11-23
王者之剑
聪明人，话说的很透！！

发表看法

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