$蔚来(NIO)$宝_老虎社区_美港股上老虎 - 老虎社区

$蔚来(NIO)$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？

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

中国之虎
2020-08-11
中国之虎
按你这样算，特斯拉一年卖50万辆，丰田汽车一年卖1000万辆，，这样是不是丰田等于20个特斯拉？？
- 长期投资:
  谁说TSLA 不会跌？如果发现就是个买车的，200亿美金不可能啊
长期投资
2020-08-11
长期投资
TSLA堵的是更高的毛利，加软件收入可能有35%的毛利，接近苹果。以及储能业务。
- 不动如山回复卡尔洋:
  傻不拉几，连我的话都看不懂 [贱笑] [贱笑] [贱笑]
- 卡尔洋回复不动如山:
  你还是别炒科技股了，老古董
- 不动如山:
  特斯拉才是最大泡沫，什么软件就是个托词
长期投资
2020-08-11
长期投资
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
- 威廉姆大王:
  想的挺好，就算特斯拉同意这么干，政fu也不同意，这样会造成国产车没人买，严重打击国内汽车工业，你要知道这是不可能发生的事
我想赚钱555
2020-08-11
我想赚钱555
特斯拉是全球市场，没有竞争对手，蔚来，有，而且很多
- 威廉姆大王:
  他也是最开始做的美国本土市场，后来才做的国际市场，蔚来也有进军欧美国际市场的布局
- 冬风扫落叶:
  你确定没有竞争对手
威廉姆大王
2020-08-11
威廉姆大王
那你咋不拿宝马跟特斯拉对比一下
- 威廉姆大王回复卡尔洋:
  对啊，燃油车越来越不行了
- 卡尔洋:
  特斯拉吊打宝马，不出三年，宝马熄火你信不
冬风扫落叶
2020-08-11
冬风扫落叶
宝马和特斯拉比比呢

发表看法

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