C哥
2019-06-19
$蔚来(NIO)$ 蔚来股票低，未必全是坏事。因为蔚来的市值会让其他新势力更煎熬。汽车很烧钱，蔚来的市值会让其他新势力融资更加困难。也许维持个一年半载的低市值，熬死的可能是其他新势力…
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何如共进
2019-06-19
何如共进
有一定道理，投资人是最现实的，但不管怎么说，这些都是中国的企业，只有充分的融资才能喂出新能源汽车的技术专利来，只有行业兴旺发达才能兼并出中国的特斯拉，希望多几家企业活下来，国家需要更多的有足够强大技术能够拼刺刀的企业出来，需要更多工业基础件的企业崛起，需要更大的市场容量来培育巨型企业出海，希望高校和中科院能给予更多支持，希望教育能跟上，希望咱们国家挺过去。
何如共进
回复
C哥
:
谢谢，是种子总会发芽，中国的资本市场迟早会养育出一批世界性的垄断企业。
C哥
回复
何如共进
:
我与您一样，也是期望自己的国家和民族有优秀的企业出来，而我也是从事汽车研发的。用基督山伯爵里的名言与您共勉"
人类所有的智慧，在于"等待和希望""
何如共进
回复
C哥
:
特斯拉开放专利本来就是想霸占制高点，封锁技术路线，限制其他企业。参考谷歌
C哥
:
其实我并不认为特斯拉对蔚来是对立的存在。SMART EV本身只有1%的市场份额，特斯拉在竞争的同时也在开阔和教育市场。随着市场的开垦，蔚来和特斯拉以及其他公司共同增长是更合理的预期。
何如共进
:
蔚来我是对他寄予希望的，至少我希望把我的钱用来投资中国股票，支持中国企业。只是目前还是受冲击的时段，不盲目乐观也不盲目悲观，等待才是最现实的。什么时候走出底部才是投资的时候。
牡蛎争蛋
2019-06-19
牡蛎争蛋
您这思路只是看似有道理。产品竞争力才是关键，一个连融资都困难的竞争对手，本来就没资格谈什么竞争力。
C哥
:
产品力，品牌都是核心竞争力，对此我并无异议。但如果认为其他公司融资困难就不构成竞争，无法认同。本人就在汽车行业，深知汽车行业的竞争是个长期较量的过程，如果能够在当前耗死潜在对手如何不是好事？
小熊猫和小虎
2019-06-19
小熊猫和小虎
人家不一定来美股啊，不同故事价值认可度不一样，360这种兰公司在a股不是混的风声水起么
Conan_9020
2019-06-19
Conan_9020
这个思路有意思
刘阳leo
2019-06-19
刘阳leo
A股要三年盈利才能上 美股融资不需要
binant
2019-06-19
binant
场外衍生品整数点位有很强的抛压
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