$蔚来(NIO)$ _老虎社区_美港股上老虎

2019-08-26

$蔚来(NIO)$ 利空已出尽，短时间内会在3刀左右徘徊，目前蔚来正在大力缩减运营成本，比如优化人员结构，比如NIO POWER拆分独立，比如换电终身免费(降本增效)，比如关掉运营效率较低的NIO HOUSE，比如抛掉烧钱的FE。这一切动作都会让蔚来更加轻快的奔跑。很明显，第二代车型ES6的口碑比ES8的口碑好很多，进步也非常明显。不得不承认，蔚来现在是中国新势力造车头部企业。当蔚来运营效率整体提高之后，亏损幅度缩窄，我相信，蔚来一定能活的很好。

记一个想法

分享推动思考，思考完善行动

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

何如共进
2019-08-26
何如共进
蛰伏期本就不该有太高的估值，目前世界上新能源汽车还没有成事，当行业开始爆发，才会有牛股，接下来的日子无论特斯拉还是蔚来都需要一段时间的低迷期慢慢发展，当技术进步到一定程度股价自会给出反应，2.5以下是不错的机会，由于A股提前见底，2元以下难见。
- 卖期权的小和尚:
  终于来了个懂行的了 [强] [强] [强]
华尔街泽连斯基
2019-08-26
华尔街泽连斯基
利空出尽？你看它是不是尽
- 华尔街泽连斯基回复Wywy:
  做美股买蔚来憨憨
- Wywy:
  去做空吧，快
石头草
2019-08-26
石头草
q2财报还没出呢这才是最大的空利
荷兰猪
2019-08-26
荷兰猪
Q2报告还不算利空吗，这销售量~~~~
TimeWillTell
2019-08-26
TimeWillTell
人员优化做的不错
乔治_7
2019-08-26
乔治_7
认同

发表看法

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