中国之虎
2020-06-04
$NIO Inc.(NIO)$
五月份销量3436台，是不是利好
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降龙无悔
2020-06-04
降龙无悔
这个数字没有
大
超预期，很难支撑这种涨幅
中国之虎
:
还是一步一个脚印比较好，循序渐进
蝉兵
:
现阶段蔚来的热度被炒起来了，这几天的天量证明是前期埋伏在机构登场写剧本了，也引来了新机构的解盘。交付量只要达到预期就行了，短期看是各路机构进场的默契，还有中概股别出负面，长期看是毛利率水平的提高和走量新车型的市场反响
Peter822100
:
还好吧，财报给的预期测来也就是10000
自由的微风
2020-06-04
自由的微风
这应该是历史新高了吧，算是利好！早就知道他们五月排产3600，所以交付不会超过3600
中国之虎
:
现在就看二季度毛利率了
frankyxu
2020-06-04
frankyxu
虽然是利好，但我希望它缓缓，细水长流。最近冲得太凶了，幸福来得有点突然，哈哈
中国之虎
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frankyxu
:
继续补仓
frankyxu
回复
中国之虎
:
结果今天仍然势不可挡，哈哈
中国之虎
:
和你一样
bulingbuling
2020-06-04
bulingbuling
q2九千到一万看起来好实现，不会超预算，票子贵了
中国之虎
:
所以蔚来可期
Beishouge
2020-06-04
Beishouge
估计会有调整，就看二季度了
中国之虎
:
产量会慢慢的爬坡，很正常，鄙人就在上海特斯拉
stepback
2020-06-04
stepback
官网未披露5月交付，这数准确吗
中国之虎
:
不知道
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