长期投资
2020-08-11
造车体验和成本比较起来就是皮毛。TSLA 有可能把Model S降到30万,Model 3 降到15万 还能有25%的毛利。等着吧
@长期投资:
$蔚来(NIO)$宝马全球市值400多亿刀,中国销量24%,中国宝马市值算100亿美金好了。蔚来假设在中国把宝马取代了大概值100亿美金。 蔚来卖一辆车比宝马能赚到更多的钱吗?比宝马更高的毛利还是软件或者换电池?
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