$蔚来(NIO)$不_老虎社区_美港股上老虎 - 老虎社区

$蔚来(NIO)$不要过分自信..ec6感觉在消费es6 而且只是单纯对标model y

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精彩评论

Peter822100
2020-07-25
Peter822100
没办法的事，本来应该上的是et7，但是去年没钱了，ET7研发暂停了，只好上了个同平台的EC6
- 冰凉:
  不光是研发，生产平台都不同了
- 鹿丸呀回复PJPJPJJJ:
  长期肯定还是看好的主要还是政治环境加上已经从4跑到了12已经很不错了蔚来国内上市肯定会大胆买
- PJPJPJJJ:
  功课是做全了的，确实是这样的。
- 鹿丸呀:
  et系列出来销量才会真的有突破 ec6只是续上es6的热度
milkteaMM
2020-07-25
milkteaMM
要乐观..my感觉在消费m3 而且只是单纯对标ec6
- 鹿丸呀回复milkteaMM:
  行的以你为准
- milkteaMM回复鹿丸呀:
  先出？在哪呢你看到车了？
- 鹿丸呀回复milkteaMM:
  关键是modely先出呀...你要搞清楚先后顺序..其实不太冲突也不太影响只是这款ec6没法像当初es6那样带蔚来起飞
- milkteaMM回复鹿丸呀:
  放心等y出来有了对比自然销量就上去了，虽然傻子比例高，耐不住基数大
- 鹿丸呀:
  因为我自己下的ec6大定第一天不到100辆后续满打满算 ec6月销量你自己摸摸就好了
T0000021298
2020-07-25
T0000021298
毛利取决于市场占有率
- 鹿丸呀:
  suv市场蔚来应该就这样了我自己感觉关键看et热度
Peter822100
2020-07-25
Peter822100
但也不是坏事，拓展下细分市场，零部件共用率高，改善下毛利。真上的是et7的话，毛利更难看。
kabuda
2020-07-25
kabuda
有人说实话了

发表看法

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8

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