$蔚来(NIO)$ _老虎社区_美港股上老虎

Davidmom

2019-04-18

$蔚来(NIO)$ 当你觉得蔚来的服务太烧钱不靠谱的时候，有没有想过，蔚来没有中间环节。

蔚来服务投入的资金，相对于bba付给经销商的钱，还是非常划算的。

这也是小米手机的逻辑，互联网电商模式。蔚来用最好的硬件，成本价卖消费者。再加上海底捞服务。

如果销量上来，那些不努力的传统车企，就会沦为代工厂。

没有了中间销售环节，加上纯电车服务主要是充电服务，因此蔚来汽车的模式还是有机会的。

不知道你去上海车展没有，bba还有大众的纯电车，简直渣透了。根本不是蔚来，比亚迪，特斯拉的对手。

这非常可能类似于数码相机挑战传统相机。

一切都有可能。

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

涛涛涛
2019-04-18
涛涛涛
续航是痛点
- 江湖恩仇录:
  汽车造的象以前的老手机换电池升级方便，软件系统可以更新迭代，传统车企车子越用越过时，蔚来似乎还可以保鲜[开心]
- 乌利赛斯回复Nobelcheng:
  是啊，说不方便的都是靠想象的。没勇气去体验一下。
- Nobelcheng回复乌利赛斯:
  有了蔚来我的油车已经送人了。偶尔出远门，上门补电那叫一个方便。500公里就不开车了，高铁多方便
- 乌利赛斯:
  到底痛不痛你得体验了才知道，小马过河的道理。
- Nobelcheng:
  马上就不是了。蔚来汽车可以更换大容量电池。
东半球回笼觉教主
2019-04-18
东半球回笼觉教主
你这意淫逻辑很感人啊，江淮代工，你说最好的硬件，四五十万你说是成本价，海底捞服务都是不要钱的吗，你能不能先把车造好再说服务，车不行，服务都扯淡，别人把车造好了，想搞点服务比研发还难吗，幼稚！
sand2016
2019-04-19
sand2016
蔚来技术实力不行只能靠服务了。商业模式上的优化。
- 不是我说涨就涨:
  蔚来是为数不多的自己做电机做电池包做电控的主机厂之一电动车的核心技术都在自己手里
Beishouge
2019-04-18
Beishouge
理论上是可行的，就是很多人接受不了，虽然企业怎么做跟他们半毛钱关系都没有，但是不黑一下就他们觉得就对不起他们家外企祖宗
多交流一起赚
2019-04-18
多交流一起赚
我是蔚来车主，因为了解，我有信心，所以重仓逆向操作。对我来说这是难得的低价机会。
爱发红包的虎妞
2019-04-22
爱发红包的虎妞
Hello，初次加精有小礼物送，请加虎妞微信tigerbrokers领取

发表看法

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