鹿丸呀
2020-07-25
$蔚来(NIO)$
不要过分自信..ec6感觉在消费es6 而且只是单纯对标model y
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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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
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以你为准","text":"行的 以你为准","html":"行的 以你为准"},{"id":2682730,"commentId":"2682730","gmtCreate":1595637305096,"gmtModify":1595637305096,"authorId":3541122626941184,"author":{"id":3541122626941184,"idStr":"3541122626941184","authorId":3541122626941184,"name":"milkteaMM","avatar":"https://static.tigerbbs.com/574c31e523dacb132b3604848c92271b","vip":1,"hat":"https://static.tigerbbs.com/acebb9722806729a38c10fe7cde46b94","crmLevel":3,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":3543463482889959,"repliedAuthor":{"id":3543463482889959,"idStr":"3543463482889959","authorId":3543463482889959,"name":"鹿丸呀","avatar":"https://static.tigerbbs.com/57a33ec44b76d07ee204d852dacc93e6","vip":1,"hat":"https://static.tigerbbs.com/acebb9722806729a38c10fe7cde46b94","crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":946197304,"objectIdStr":"946197304","type":1,"supId":2682186,"supIdStr":"2682186","prevId":2682355,"prevIdStr":"2682355","content":"先出？在哪呢 你看到车了？","text":"先出？在哪呢 你看到车了？","html":"先出？在哪呢 你看到车了？"},{"id":2682355,"commentId":"2682355","gmtCreate":1595619731440,"gmtModify":1595619731440,"authorId":3543463482889959,"author":{"id":3543463482889959,"idStr":"3543463482889959","authorId":3543463482889959,"name":"鹿丸呀","avatar":"https://static.tigerbbs.com/57a33ec44b76d07ee204d852dacc93e6","vip":1,"hat":"https://static.tigerbbs.com/acebb9722806729a38c10fe7cde46b94","crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3541122626941184,"repliedAuthor":{"id":3541122626941184,"idStr":"3541122626941184","authorId":3541122626941184,"name":"milkteaMM","avatar":"https://static.tigerbbs.com/574c31e523dacb132b3604848c92271b","vip":1,"hat":"https://static.tigerbbs.com/acebb9722806729a38c10fe7cde46b94","crmLevel":3,"crmLevelSwitch":1,"individualDisplayBadges":[]},"objectId":946197304,"objectIdStr":"946197304","type":1,"supId":2682186,"supIdStr":"2682186","prevId":2682225,"prevIdStr":"2682225","content":"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 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