$蔚来(NIO)$ _老虎社区_美港股上老虎

2019-11-21

$蔚来(NIO)$
如我之前分析的，11月末发q3季报了。

写在q3发布前吧，几点要注意的：
1，11月销量不错，这是本月末发报表的勇气之所在。
2，q3报表不会很好看，但会看到成本控制上的努力。
3，新任CFO在入职前最后一期对蔚来的研报，大家可以找来看下，还是很好玩的。

4，看到新车了，真香。我就问一个：一款价格，续航和唐新能源差不多的车，但内饰/服务/换电这块秒杀，你觉得一年能卖多少辆？（唐新能源今年卖了4万辆）

我对这事儿有想法

抛出一个观点、一种看法，虽然不一定对，也想听听虎友怎么看！

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

香橼
2019-11-21
香橼
昨天消息应该是发布一款轿跑SUV，就是外形改款的es6，100度电池已经进入实测阶段，融资是有，只看老板舍不舍得卖。财报我认为也不会好看，所以我觉得大涨可能性不高。2块左右吧
- 饿虎咆哮啊呜:
  Fury，NIO day；单电机ES6，2020
- 村委主任:
  是的，差不多是便宜版es6。
蔚来未来车主
2019-11-21
蔚来未来车主
那么问题来了，你觉得春节前后股价会在一个什么样的水平？我本人长期看好蔚来!
- 村委主任回复混元气:
  嗯，财报前后差不多这个区间。
- 混元气回复村委主任:
  1.5到2块波动吧
- 村委主任回复garbin:
  还没敲定细节。
- garbin回复蔚来未来车主:
  融资到位的话，不能不公布的吧？这个应该属于信息披露义务的范畴吧？
- 蔚来未来车主回复村委主任:
  融资应该到位了吧！就看公不公布吧
冬风扫落叶
2019-11-21
冬风扫落叶
唐都是出来快四年了吧
- 冬风扫落叶回复村委主任:
  中低端市场电动车可选增多，对于大部分只有代步需求的用户来说是好事，希望能把竞争重点放在车本身上，利于中国品牌汽车的发展，这两家公司我都呆过，希望都能发展的好，路上少一些合资车[得意]
- 村委主任:
  唐今年1至10月销量，38000辆左右（包括混动版）。
Amigo_Amiga
2019-11-21
Amigo_Amiga
主任最靠谱……
混元气
2019-11-21
混元气
按照新UFO的预测，顺利的话，也得再花200亿
huanxi
2019-11-21
huanxi
论蔚来股评，全网我只服主任

发表看法

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