$蔚来(NIO)$ _老虎社区_美港股上老虎 - 老虎社区

$蔚来(NIO)$ 先申明我不是吹票。广汽比亚迪都是我看好的公司。目前仓位主要都是电桩和整车。毕竟可以买的公司也就那几个。之所以说小康是因为这家公司的执行力和转型的步调非常快。目前都在预期之中。短板是营销和品牌建设。这是李斌和理想one擅长的。但是国内真正挖到特斯拉团队的只有小康。美国的执行董事是罗冠宏。ceo张正萍（30岁）工厂有三个重庆两江美国印第安那州和印尼。其他我就不赘述了。

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

爱打球的谢普
2019-05-03
爱打球的谢普
蔚来其他工作人员不知道，只是我的车从销售服务，能源管理据说都是tsl过来的，亲身体会，实话实说
- starwar:
  我就事论事最早我是关注到sfmotors 之后查了之后才发现原来是a股的全资子公司。他的路径是走传统车企的走法。蔚来现在瞄准的只有中国市场而目前sfmotors在美国都已经买好工厂了
- starwar:
  特斯拉的Justin Barozir 、主电机工程师：唐一帆、创始人马丁.艾伯哈德都是被之前的sf motors挖走
香橼
2019-05-03
香橼
兄弟，你是A股亏哭了的吧。广汽和比亚迪现在可以持有。
- starwar:
  仓位广汽比亚迪小康特锐德
爱打球的谢普
2019-05-04
爱打球的谢普
善于研究是好事，但未来是很难预测的，个人主要是觉得中国的制造和研发会很撑得住更久长时间，新能源目前国内就蔚来最有实力和行动力，后续资金也不是大问题
乌利赛斯
2019-05-03
乌利赛斯
没看出来这家公司牛逼在哪，只看出来你跟蔚来有仇。

发表看法

7

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