banearth
2019-10-02
$蔚来(NIO)$ 蔚来的产品的方向为什么那么不实用，非要追求过大的空间，结果呢
风阻系数过大，高速都不敢稍微开快点，不然续航锐减。
同样双电机，凭啥特斯拉一个轿车能把前仓做出储物空间，蔚来一个suv前仓都能给堆满
难道是蔚来根本没能力做小电机吗？suv尚且都堆满，怕是塞不进轿车里面了
如果我说错了，欢迎指正
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。
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饿虎咆哮啊呜
2019-10-02
饿虎咆哮啊呜
窃以为：1. 前排空间做女王座椅腿部脚蹬了，2. 双叉臂的悬架运动性非常好，但布局非常占前发动机舱空间（保时捷911有地方做前行李舱，也是因为前桥采用麦迪逊悬架，而不是双叉臂），并不是因为蔚来的电机大，特斯拉的小。蔚来ES8和6都没有问题，问题是正向研发太费钱、市场营销也是烧钱，网络发展也是烧钱。这次股票下跌主要是没讲清楚亏损的主要原因，也就是钱怎么花了，而不是你亏损了资本市场就抛弃你了，
banearth
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饿虎咆哮啊呜
:
是的，你的分析很有道理
饿虎咆哮啊呜
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banearth
:
那就是ES8的前期订单超预期，对于2019年的形式过于乐观、自家产品过于自信，推出定位稍低一点的ES6。2019年形势好的话，各自都有细分市场，形势差的话，本来买ES8的都退而求其次了
banearth
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饿虎咆哮啊呜
:
市场初期，资本都等着看你能力的时候，你出两款定位接近的产品，这怕是真的脑子不清醒
banearth
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饿虎咆哮啊呜
:
别这么类比，奥迪能盈利，玩得起，蔚来能比吗？
饿虎咆哮啊呜
回复
banearth
:
不仅仅是蔚来，奥迪A6与自家A8也有很多市场重合
全部6条回复
铁甲钢拳
2019-10-02
铁甲钢拳
蔚来的问题是木秀于林，而不是产品本身
Amigo_Amiga
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饭特稀_2707
:
好嘛……全铝就“全铝”了，地球上没有全铝车……因为铝太软了，关键受力部件必须是铁[吃瓜]
饭特稀_2707
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Amigo_Amiga
:
别逗机灵，全铝车身你准备拿什么锈
Amigo_Amiga
:
不会吧？是生锈的锈吧？
慈善赌神55
2019-10-02
慈善赌神55
嗯，没错，如果真那么好为什么不做一款对标特斯拉的轿车，只要价格相对低点，竞争过得特斯拉，就少一些人老是拿这个说事了
饿虎咆哮啊呜
:
如果上海市把项目留给蔚来，而不是给特斯拉建厂、给贷款，情况肯定不一样。
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