$蔚来(NIO)$始_老虎社区_美港股上老虎 - 老虎社区

$蔚来(NIO)$始终逃不过的问题就是成本，不是整车成本，而是蔚来每一个环节都是极高的成本，所以只能靠不断融资才能维持

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

村口小店CEO
2020-01-06
村口小店CEO
所有车企的核心是汽车，只有蔚来的核心是服务。
- 村口小店CEO回复doyuelove:
  边际成本太高。
- doyuelove:
  蔚来的死可以算个经典案例了，汽车制造和玩互联网不一样
- 史泰郎:
  就是因为蔚来本末倒置，以服务为核心，才导致即使销量大涨也无起色，更无后续资本消息。别的车企，销量越大，规模效应越明显，单车成本越低。蔚来主打服务，销量越高，服务团队越庞大，管理成本几何倍数增加，单车成本更高。

发表看法

4

8

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":911687822,"tweetId":"911687822","gmtCreate":1578322193966,"gmtModify":1704337208491,"author":{"id":3480006550347453,"authorId":3480006550347453,"authorIdStr":"3480006550347453","name":"Nickylu","avatar":"https://static.tigerbbs.com/0dd54fd8369233cecedd8465e5addf30","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":12,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body> <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>始终逃不过的问题就是成本，不是整车成本，而是蔚来每一个环节都是极高的成本，所以只能靠不断融资才能维持</body></html>","htmlText":"<html><head></head><body> <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>始终逃不过的问题就是成本，不是整车成本，而是蔚来每一个环节都是极高的成本，所以只能靠不断融资才能维持</body></html>","text":"$蔚来(NIO)$始终逃不过的问题就是成本，不是整车成本，而是蔚来每一个环节都是极高的成本，所以只能靠不断融资才能维持","highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":4,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/911687822","repostId":0,"isVote":1,"tweetType":1,"viewCount":1437,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NIO"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":108,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":2048594,"gmtCreate":1578322491285,"gmtModify":1578322491285,"authorId":27795143211288,"author":{"id":27795143211288,"authorId":27795143211288,"name":"村口小店CEO","avatar":"https://static.tigerbbs.com/7b1664d927f723526a23b33d79da2c4d","vip":1,"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":911687822,"type":1,"supId":0,"prevId":0,"content":"所有车企的核心是汽车，只有蔚来的核心是服务。","text":"所有车企的核心是汽车，只有蔚来的核心是服务。","html":"所有车企的核心是汽车，只有蔚来的核心是服务。","likeSize":2,"commentSize":3,"subComments":[{"id":2048627,"gmtCreate":1578322891879,"gmtModify":1578322891879,"authorId":27795143211288,"author":{"id":27795143211288,"authorId":27795143211288,"name":"村口小店CEO","avatar":"https://static.tigerbbs.com/7b1664d927f723526a23b33d79da2c4d","vip":1,"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3531174462094000,"repliedAuthor":{"id":3531174462094000,"authorId":3531174462094000,"name":"doyuelove","avatar":"https://static.tigerbbs.com/19a5dfce97921b36c4d309592055d8ec","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":911687822,"type":1,"supId":2048594,"prevId":2048617,"content":"边际成本太高。","text":"边际成本太高。","html":"边际成本太高。"},{"id":2048617,"gmtCreate":1578322781697,"gmtModify":1578322781697,"authorId":3531174462094000,"author":{"id":3531174462094000,"authorId":3531174462094000,"name":"doyuelove","avatar":"https://static.tigerbbs.com/19a5dfce97921b36c4d309592055d8ec","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":911687822,"type":1,"supId":2048594,"prevId":0,"content":"蔚来的死可以算个经典案例了，汽车制造和玩互联网不一样","text":"蔚来的死可以算个经典案例了，汽车制造和玩互联网不一样","html":"蔚来的死可以算个经典案例了，汽车制造和玩互联网不一样"},{"id":2048611,"gmtCreate":1578322714482,"gmtModify":1578322714482,"authorId":3460032651246371,"author":{"id":3460032651246371,"authorId":3460032651246371,"name":"史泰郎","avatar":"https://static.tigerbbs.com/db44c77e6ecf829e38307660252e715e","vip":1,"hat":"https://static.tigerbbs.com/048415ce28efe522291a14d3d3db53be","crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":911687822,"type":1,"supId":2048594,"prevId":0,"content":"就是因为蔚来本末倒置，以服务为核心，才导致即使销量大涨也无起色，更无后续资本消息。别的车企，销量越大，规模效应越明显，单车成本越低。蔚来主打服务，销量越高，服务团队越庞大，管理成本几何倍数增加，单车成本更高。","text":"就是因为蔚来本末倒置，以服务为核心，才导致即使销量大涨也无起色，更无后续资本消息。别的车企，销量越大，规模效应越明显，单车成本越低。蔚来主打服务，销量越高，服务团队越庞大，管理成本几何倍数增加，单车成本更高。","html":"就是因为蔚来本末倒置，以服务为核心，才导致即使销量大涨也无起色，更无后续资本消息。别的车企，销量越大，规模效应越明显，单车成本越低。蔚来主打服务，销量越高，服务团队越庞大，管理成本几何倍数增加，单车成本更高。"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/911687822"}