$蔚来(NIO)$关_老虎社区_美港股上老虎

2020-07-22

$蔚来(NIO)$关于蔚来我们不如做价值投资，蔚来的市场集中在中国，中国是煤炭大国，而缺少石油，一直以来不能摆脱石油匮乏的困扰，而煤炭作为火电供应的主要能源近几十年在国内发展迅猛，结合国家电网的垄断调控已经基本形成由五大四小组成的国有电力系统，这个系统区别于资本主义以私人电力公司为基础的电力系统，可以作为电力池更好的为风电，光伏发电这类垃圾电能削峰填谷。现状国家主要是西电东输，新疆一带电力超能极度过剩，发电量基本不超过30%复核电厂不能达到盈利发电量，所以国家应当会大力发展耗电产业。新能源汽车行业的发展决定了蔚来这个公司的发展。作为行业龙头位置的各家公司如果能在工信部的引导下统一电池规格，再配个新基建国家统一建立供电站则新能源汽车的发展速度将迎来巨大的飞跃。相关资料由于公布有限无法查阅仅供大家报考

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

小鹏汽车特派员
2020-07-22
小鹏汽车特派员
发展新能源个人认为是要摆脱美元石油的桎梏，为国家节省外汇，减少外汇因购买石油而流出
- 哄哄_1201:
  二战时德国不惜血本搞煤化油其实也是为了摆脱石油资源匮乏的束缚
静静的百合May
2020-07-22
静静的百合May
是这个道理。其实新能源行业的人都知道，算是吃了国家战略的红利吧
- 静静的百合May回复哄哄_1201:
  既然看好那就不要太被短期波动干扰。想起18年我没拿住的英伟达，还有今年没拿住的特斯拉，一把辛酸泪
- 哄哄_1201:
  嗯，不过价格其实我也看不懂，现在买入还是卖出，只是看得出国家发展的方向
狂派霸天虎
2020-07-22
狂派霸天虎
打仗一定要靠电吗？
- 哄哄_1201回复狂派霸天虎:
  哦哦，那个必须油车，而且是柴油，电能不能储存也没法运输
- 狂派霸天虎回复哄哄_1201:
  不是，我的意思是说打仗了，那些陆军，用主战坦克，后勤车全部是电动汽车感觉不靠谱....
- 哄哄_1201:
  打仗是另外一回事儿了，黑天鹅事件，真打仗了做多做空其实钱都回不来
两点钟
2020-07-22
两点钟
赞同，这就是为什么中国大力发展新能源的原因，想减少传统能源的束缚，也是一种国家战略吧，并不是什么清洁能源，保护环境这么简单。
哄哄_1201
2020-07-22
哄哄_1201
是的，600亿千瓦时的清洁能源发电量代表着至少5倍的火电发电量，且必须同一个电网
疯狂止损再追高
2020-07-23
疯狂止损再追高
所以蔚来这盘棋很大

发表看法

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