长浦资本
2019-06-07
发现很多喜欢特斯拉的都看不惯蔚来，而喜欢蔚来的也不爽特斯拉，但特斯拉至少目前是代表着电动车产业的未来，而蔚来目前只是电动车行业的设计和服务类的营销公司而已……$特斯拉(TSLA)$ $蔚来(NIO)$
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。
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一刀兄
2019-06-07
一刀兄
可以自己去试驾吗？看看未来的产品力是如何超越特斯拉的。这不是靠嘴说的事情，网上收钱抹黑的打手多，但产品本身是牛逼的，迟早会有一个公道的结论和估值。
一刀兄
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9级小台风
:
想发表有说服力意见，却连去试驾的研究精神都没有。你心里，这个14亿人的国家一无是处，中国所有搞自主研发的都没你厉害。那你继续坐井观天躲在手机后面吧。不奉陪了。
9级小台风
回复
一刀兄
:
正因为是自己的所以品质才差，一研发就能研发出最牛品质的东西吗、如果它用博世的电机我第一个挺它，中国人喜欢高喊什么自主研发、一大堆跟风的一起说牛逼，但大多数人不知道他们自主研发的东西有多么差劲、中国人搞虚的搞了几十年现在还有人相信证明了中国洗脑教育的成功，随便一句话都不会被别人考证直接无条件相信哈～
一刀兄
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NoGo寻常路
:
一家大量投入的初创企业，被黑被做空仿佛也是一种“正义”吧。
一刀兄
回复
长浦资本
:
蔚来拥有对核心技术的全面in house开发，这套东西可不是从特斯拉或者博世购买的，是真金白银投入研发的东西，不会被卡脖子的东西，这条路不好走，但很踏实。但你可以轻微了解一下国内竞品的内核技术到底是不是自己的。而蔚来，核心构件的电机是自己的，系统是自己的，自动驾驶开发是自己的，营销、售后的渠道全是直营的，这种模式看似烧钱且进度不快，但这才是一家公司可以长久生存的核心竞争力。
NoGo寻常路
回复
一刀兄
:
兄弟啊，如果蔚来真的像说的前景那么好，那它现在股价走势也太背道而驰了吧？是投资者都没有真正了解过蔚来吗？
全部12条回复
Amigo_Amiga
2019-06-07
Amigo_Amiga
感觉蔚来就是皮包公司……
长浦资本
:
没有品牌价值，没有工厂，没有核心技术，看起来确实有点像！
涛涛涛
2019-06-07
涛涛涛
特斯拉是龙头，然后 蔚蓝是 有点意思的 电动车公司……我有特斯拉正股和蔚来的远期期权，蔚来的自动驾驶跳票到现在，特斯拉都进步成啥样了😂😂😂😂软件的东西，复制的边际成本很低的。
吕三哥
2019-06-07
吕三哥
如果特斯拉不一夜降30多万把中国用户当狗屎，我没那么看不上它。
A股专家
2019-06-07
A股专家
别忘记蔚来还在做咖啡哦，
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