$蔚来(NIO)$ _老虎社区_美港股上老虎 - 老虎社区

$蔚来(NIO)$ 特斯拉降维打击蔚来，产量高，规模效应上来，特斯拉还有降价的空间，留给蔚来的时间不多了。蔚来能不能度过这个冬天都不好说啊，投资人看到这种情况，不敢投资给蔚来的，除非国家队介入。19年特斯拉出货量是36万辆，还不算上海工厂呢，要是外加上海工厂，后年的德国工厂，极具规模效应。

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

Rockystone
2020-01-07
Rockystone
什么叫特斯拉降维打击？毛豆3价格比蔚来低好不好？换一个角度来说，是不是特斯拉感受到了蔚来小鹏等国产电动车的竞争压力，不得已才降价抢占市场。
前几天新华网，人民网接连发文力挺蔚来，真以为国内资本会眼睁睁特斯拉垄断高中端电车市场，而且还是拿着着极其蹩脚的内饰和配置来薅羊毛
- Simon L:
  说的太好了
那个我
2020-01-07
那个我
这么说斯拉还可以买[惊吓][惊吓][惊吓]
- 万物皆空:
  特斯拉还处在上升趋势当中
自由的微风
2020-01-07
自由的微风
特斯拉只会打击燃油车，会让电动市场更放开，要不然你以为国家是傻子嘛引进特斯拉
- 万物皆空回复自由的微风:
  有道理，但是这也意味着更多车企将进入电动车行业，竞争更加激烈，不确定性也大，资金问题蔚来到现在还没有着落。买电动车上游企业比较保险.SQM智利矿业化工
- 自由的微风回复万物皆空:
  特斯拉只会打开更大的电动汽车市场，让燃油车电动化，会带给电动车企更好的受众
- 万物皆空:
  特斯拉打击不到比亚迪吉利这样的中低端国产电动车，但是对蔚来这样的高端国产电动车肯定会有影响的，毕竟潜在客户是重叠的。
韭菜绿油油嗯呢
2020-01-07
韭菜绿油油嗯呢
特斯拉自降身段，去做20多万的车子了，这个对蔚来反而是利好。思维要升级，不要人云亦云。
- Carlos301000:
  
  人家明明是制造成本下降、关税消失和补贴优惠带来的降价，东西又没变[无语]思维要有逻辑，不要故意抬杠[无语]
- Porscherun:
  这不叫自降身价，特斯拉也得走量
  你以为都能像保时捷那样做到那么高的品牌溢价么，你得先有这个技术沉淀才行
龙道
2020-01-07
龙道
A3 CLA 冲击X5 X6 市场了么？
不谈A3 CLA的价位，紧凑轿车级车和SUV有的对比么？
别拿Model 3和蔚来比。秀逗

拿model X 对比的话，同样的续航，一个40万一个80万，怎么降维打击了？？
过空气
2020-01-07
过空气
如果特斯拉model s和model x也降价到50万，可以对标打击es6和es8。model3，对标的是紧凑型轿车。
- 如下:
  降到40万也不买；还是买蔚来！[龇牙]

发表看法

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5

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