$蔚来(NIO)$1_老虎社区_美港股上老虎

神棍er

2020-07-12

$蔚来(NIO)$15 梦想驱动与泡沫共舞

现在的蔚来，对标着特斯拉，想象无限，散户就是如此天真！后面随着本土新能源车的大量崭露头角，散户们对这货yy的空间就会越来越有限，比如恒大、宝能、理想等，再有老牌车企的加码，比如：丰田、美系、德系等，没有核心技术，终将沦为平凡！

现在别想太多，无脑做多！

泡沫时，纵情狂欢，音乐停时，回头再看！

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

王山爾
2020-07-13
王山爾
恒大之流造车只是幌子，圈地才是真。老牌车企已经无法换跑道，只能一条道走到黑。未来新能源车企必然像手机一样，份额聚集在头部企业，而且他们不断迭代创新，拉大和其他企业的差距。在中国市场，特斯拉和蔚来已经形成了头两名竞争的趋势，其他玩家不会再有机会了。就说蔚来的社区运营，就是世界独一份的成功，其他车企模仿也是照猫画虎，蔚来的社区以后完全可能发展到类似微博的规模，其他车企是无论如何不会想、不敢想、不去做的
- 神棍er:
  慢慢看
小鹏汽车特派员
2020-07-12
小鹏汽车特派员
别闹，你当恒大乐视其他车企是今天才开始投资新能源的吗，其他倒闭的车企是怎么倒闭的，投资新能源要成功至少要佰亿起，一旦投资失败可是资产清零，你当他们愿意蔚来做大阿，恒大自己想坐车这么多年了为什么做不起来，非不愿也，实不能也
- 小鹏汽车特派员回复神棍er:
  好，恒大把车做起来再来
- 神棍er:
  别回复了就你这水平讨论挺累打字挺累留个爪我们慢慢看恒大不出车你再来
小鹏汽车特派员
2020-07-12
小鹏汽车特派员
还展露头角，按你这说法滴滴美团是不是也要有竞争对手开始展露头角了，那么他们现在在哪里呢，时间窗口已经很窄了，马太效应极其明显的现在，已经确认第一梯队的只有特斯拉，紧随其后的t2国内造车新势力也基本确定了，今年内如果季度销售不过万的造车新势力，基本挤不上t2甚至可能要直接被淘汰
小鹏汽车特派员
2020-07-12
小鹏汽车特派员
还有请教一下新能源领域你认为的核心技术是哪些
Sqiux
2020-07-12
Sqiux
老牌车企包袱也多
supergun
2020-07-14
supergun
有点意思

发表看法

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