$蔚来(NIO)$个_老虎社区_美港股上老虎

2019-12-26

$蔚来(NIO)$个人一些对蔚来的看法

财报很惨烈
但是我个人是这么看待
新能源智能汽车本身就是一件巨大稿资的事，特斯拉持续烧钱，至今未盈利，估值现在情况大家有目共睹。

蔚来对标特斯拉，做差异化产品攻打高端市场
背后的支持只能是时间、资本、人。
由于时间起步晚，只能通过资本、人来弥补。
如果成功，背后价值大家懂得。斌哥不言而喻就是未来中国的真正的汽车教主了

蔚来目前来说，产品是不错的，用户口碑良好，销量受产能略有影响。
所以，新产品值得大家期待。

2020年，蔚来需要解决的核心问题应该是降低企业成本
增加深度厂商合作、解决产能与成本问题
优化企业架构
重视核心研发团队

预计28日新品发布会我个人有所期待，重点
期待能够有好消息

个人拙见
欢迎不同想法的大佬反驳
欢迎股友一起讨论

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

霎儿风
2019-12-28
霎儿风
产品定价应该考虑成本，但是蔚来并不是，你所看到的产品不错只是表面，如果蔚来卖200万你还觉得不错吗？烧钱下去终究只是资本游戏，它所花的钱并没有建立相当的优势。
- 霎儿风回复spsss:
  我没说互联网不堪啊，只是实业突然以烧钱的模式发展根本就是误区。实业不是互联网，它已经存在很久了，烧钱这么简单的逻辑如果能行，以前的企业早开始烧。
- spsss回复霎儿风:
  共享单车还真没完蛋… 互联网没有你说的那么不堪吧😂😂
- 霎儿风回复spsss:
  现在的人迷信市场占有率都是互联网教出来的，但是互联网多一个用户几乎没有成本。等到实体也复制这种模式，共享单车不就快完蛋了，小米等等企业也未必能活得好。
- 霎儿风回复spsss:
  市场占有率的前提就是用户体验，但是烧钱做出来的用户体验会变成负担，变成卖越多亏越多。传统车企和特斯拉等厂商也不是吃素的，你随时停止烧钱就没用户了。
- spsss回复霎儿风:
  足够的市场占有率面前什么都不是。没有那么夸张
华之华
2019-12-27
华之华
把希望寄托在一个人的身上，本身就是问题
- spsss:
  蔚来背后的资本，技术团队，更多的是蔚来的现有用户，现有产品。目前来看，都是正向的
spsss
2019-12-27
spsss
蔚来的资本资源都很强，烧到一半，这把火看着被浇灭的概率不大。毕竟这个大饼已经马上7成熟了。目前眼前的问题仅仅是资金不够烧了。融资问题通过时间。长线持有，应该机会较多毕竟，蔚来对标的是特斯拉，风险和机会都是相当大。其实个人还是对于换电的成本有点看法，过程时间长（排队的情况），成本高昂。超级充电系统才是王道。小弟不才，个人拙见欢迎不同意见的大佬指正
眼镜蛇01
2019-12-27
眼镜蛇01
分析的不错
- spsss:
  谢谢，不是很全面[抱拳]
中间立场1
2019-12-27
中间立场1
学习
- spsss:
  [比心]

发表看法

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