官方发言人
2019-07-16
$蔚来(NIO)$
昨天提前放了消息说会有结构调整。不要问我哪听的。我猜的。我个人认为，niopower（包括各种换电服务）是个拖油瓶也是亏损重灾区，看后面财报，大家猜猜这票想干嘛。亦庄资本也是有条件逐步配资进入。。。关注es6，关注宁德，关注蔚来碳纤维电池包研发进度
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三年后的天空
2019-07-16
三年后的天空
逻辑是啥?niopower剥离是因为亦庄配资要求?还是业务需要?还是为了粉饰财报?可以理解8月5日的财报很可能是蔚来发展过程中一个重要节点...
三年后的天空
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敬辉
:
七月不知道ES6产能释放的如何，其实从补贴降低后的7月开始，ES6新增订单量才是核心，至少在ET7发布前，ES6销量决定了蔚来股价走势.....
T20211211666
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三年后的天空
:
谢谢~
敬辉
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三年后的天空
:
而且由于神马专车一类的企业客户，es8交付也不会差
三年后的天空
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T20211211666
:
对的，相对于一季度，这次财报提前了，结合这个月10号公布6月销售数据，8月蔚来可能会信息不断，起码7月的ES6交付量很可观，蔚来APP里的信息，最近有些ES6已经在批量交付了
T20211211666
:
8.5是第二季度财报吗？
财神爷显灵
2019-07-16
财神爷显灵
虽然不知道你在说什么，但感觉好厉害的亚子
冬风扫落叶
2019-07-16
冬风扫落叶
肯定是加了不少群
T20211211666
2019-07-16
T20211211666
所以大胆的猜下后续会涨
不是我说涨就涨
2019-07-16
不是我说涨就涨
假装懂了…
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