$蔚来(NIO)$$_老虎社区_美港股上老虎

2020-08-11

$蔚来(NIO)$$理想汽车(LI)$今晚的蔚来又让我想起了AMD我刚炒股时amd的某个财报，盘前爆拉开盘暴跌，作为新韭菜的我心态炸裂，从此走上不归路，还好最后amd价值回归，不然我可能也离开老虎了。。NIO电话会断断续续听了，投资人们更看重毛利是否能再提升，自动驾驶，产能，Baas。李斌回答我总体满意，不过感觉管理层太保守，年底看到20吧。蔚来和理想也算同一根绳上的蚂蚱，蔚来这毛利率和产能预期，如果估值上不去，那么理想应该也不会好多少，国产新能源市场这么大，细分领域蛋糕也足够大，没必要你死我活吧，现在还远远不是时候

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

卡尔洋
2020-08-11
卡尔洋
主要特斯拉太强大了，想想国产model y上市蔚来的暗淡日子
- hypnus回复卡尔洋:
  组网自动驾驶还早着吧？比禁油车遥远，更何况组网了肯定是有标准，不可能特斯拉不能和别的牌子组网吧？那为啥就不好说了，大家都能进网，为啥一定要买特斯拉。退一步说，如果各组各网，要让一家来垄断，那中国一定不会把这块蛋糕分给特斯拉去做，也可以用国家安全为理由交给中国公司吧，过去的经验不能生套未来，但也要合乎逻辑
- 卡尔洋:
  组网自动驾驶，群体智能一出来，就不好说了，不要拿过去的经验去套未来
- 杰夫ONE回复hypnus:
  特斯拉就是新能源车里的苹果。现在苹果的市占率不足10%未来中国市场肯定还是中国的。
- hypnus:
  到2030年，1线城市油车禁售，你觉得特斯拉一家能占领全中国市场吗，再强也有别人的蛋糕是不是？传统油市场有多少巨头，新能源再马太效应，国内出两家活下来总有吧，蔚来理想小鹏里总有一个能站得住
招财树
2020-08-13
招财树
特斯拉自动驾驶包还单独卖，太坑爹了
- hypnus:
  蔚来小鹏也单独卖哦，理想我没了解
Hoshihara
2020-08-12
Hoshihara
什么时候在美国大街上可以看到蔚来汽车就是真的赢了
金小英
2020-08-13
金小英
国企真棒
市盈
2020-08-12
市盈
拭目以待！
还OK
2020-08-12
还OK
李斌很会玩啊，不愧是大佬。长见识了。

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