$蔚来(NIO)$蔚_老虎社区_美港股上老虎 - 老虎社区

$蔚来(NIO)$蔚来什么时候会开拓海外市场？到时候股价如何？换电模式会不会成为阻碍？$特斯拉(TSLA)$

美股强力反弹，你上车没？

美股三大指数全线暴涨逾7%，特斯拉收复700，亚马逊再创新高，牛市信号亮起，你买了哪些优质好股？

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

SunnyHoney
2020-05-11
SunnyHoney
海外市场是一定会去的，不然前段时间签的协议也不会只是关于蔚来中国的股权分配，李斌也不会强调蔚来是全球性企业。这两年会先将蔚来中国塞满，然后才有可能考虑融资注入蔚来德国等的可能性。海外两年内不可能。今年目标毛利两位数，合肥产能还没饱和，完全饱和差不多净利能正。换电站占运营成本比例并不高。蔚来豪华品牌+服务的定位不可能扩张很快，前两年人员极速扩张的代价就是巨额亏损。特斯拉那班车没赶上，不知道蔚来行不行
- 施哈哈:
  [你懂的][你懂的][你懂的][强]
纳斯达克反指王
2020-05-11
纳斯达克反指王
蔚来es6、8的定位价格在中国月销量5000-10000就饱和了，要走量后续肯定推20-30万区间款式；走出国门以目前蔚来的资金实力还不大现实，先做好全球最大市场才是正确的
- 施哈哈:
  是啊，如果推降价车型，就和特斯拉一模一样了。会不会有另外一种可能，越做越高端
菜虎
2020-05-11
菜虎
大海里的鱼为啥不进军长江呢，嘴边的蛋糕都吃不下，考虑远方的麦子为时过早啊
- 施哈哈回复蔚来未来车主:
  从数量看的确不多，可是这个不是平民车，不可能说加大市场营销就可以带来销售的同等增加
- 蔚来未来车主回复施哈哈:
  我觉得5000不算多，蔚来在细分市场的影响力越来越大，随着新车的陆续上市，交付量会逐步提高，缩减成本，提高效益
- 施哈哈:
  高端车在单一市场的容量和增量是有限的，蔚来在中国能每月5000量应该顶天了
米爆
2020-05-11
米爆
年底估计会有消息
- 米高佐敦回复施哈哈:
  EP9不可能卖的，根本就没法上路跑
- 施哈哈回复米爆:
  [贱笑][贱笑]还真有可能，之前那个赛车
- 米爆回复施哈哈:
  卖欧洲吧
- 施哈哈:
  啥方面消息
春韭绿油油
2020-05-11
春韭绿油油
明年下半年月销量1W以上
- 施哈哈回复叫我耀哥:
  [666][666]
- 叫我耀哥回复施哈哈:
  BBA目标客户里面抢个10%过来就能喂饱蔚来了
- 施哈哈:
  哪里来那么多富有的目标客户
爱发红包的虎妞
2020-05-11
爱发红包的虎妞
这个图，真的是，我要盗了[笑哭]
- 施哈哈:
  [得意]

发表看法

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