$蔚来(NIO)$一_老虎社区_美港股上老虎 - 老虎社区

$蔚来(NIO)$一个小时前的月交付量是3549台，估计这个月不到3600台。好消息是baas在内部准时上线了。

买蔚来就是买未来，这么有想象力的一家公司，中国这么缺乏的高溢价值的品牌，这么好的赛道，这么棒的核心团队。短期的担心真没啥必要，眼前的百分之几，十几，甚至几十的跌幅又有啥关系呢。

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

静静的百合May
2020-07-31
静静的百合May
这个交付指的是到消费者手中的吗？记得月中就下线第5万辆，减去上月底累计交付的就是四千多了。半个月了车辆还没运输到消费者手上？停工影响的是这个月的产量吧？
- wsj股神附体回复接力投资:
  我就在等baas
- 接力投资回复brookie:
  目前不可能建议等baas的，毕竟是上市公司，业绩持续性很重要
- 静静的百合May回复brookie:
  没想到运输也会受影响啊
- brookie:
  交付是交给用户。生产跟交付不一样。这个月有很多销售建议用户等待baas了。
BELIM
2020-07-31
BELIM
意思是现在可以只买车不买电池了？
- PJPJPJJJ回复BELIM:
  工程车，一般用于试驾
- BELIM回复brookie:
  麻烦再问下，内部上线是什么意思？对员工或者某些特定人群？
- brookie:
  内部上了线，灰度一下，估计8月能投产
- 和差化积:
  可以这样理解吧
xxclzzzz
2020-07-31
xxclzzzz
6月交付量谁记得是多少？？
- brookie:
  6月是3740，不是7月。
- brookie:
  按季度过万减去4 5月的估算，一个月前的数据太久。如果不知道，建议评估一个可信度。也可以看看其他的数据来源，不信不勉强。
- brookie:
  3800多一点
Nicooo
2020-07-31
Nicooo
请问这是哪来的数据？？
- xxclzzzz回复brookie:
  问下6月交付量是多少？？
- brookie:
  刚睡了一觉梦中想到的
grootxxx
2020-07-31
grootxxx
我看你之前预测的是有一点偏差的啊？是实际数据原因吗
- grootxxx回复brookie:
  了解，谢谢分享
- brookie:
  公布时候有可能少个十几台，冲销等因素都有
吼吼猴
2020-07-31
吼吼猴
这样的话8月2号是涨是跌么
- 吼吼猴回复brookie:
  那出了数据就看外界的解读吧，也不想清仓就硬抗到财报吧
- brookie:
  极少人能正确预测注意自己的时间资源啊

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