接力投资的个人主页 - 老虎社区

接力投资

接力投资

个人简介：否极泰来，乐极生悲

IP属地：北京

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2020-08-21

$特斯拉(TSLA)$咨询一下各位，目前还有哪家国内银行能入金么？中信？建行？

2020-08-02

baas推行后还有一个好处，单车的销售成本下降，整体销售毛利率上升，同时电池资产业务自带长期盈利模式，这样也肯定大利财报。$蔚来(NIO)$

@就赚米国钱:$蔚来(NIO)$很多人不清楚 Baas 具体是什么吧？其实我也一样，不到公布，谁都不知道细节，但可以肯定的是，蔚来正式打通了车电分离玩法，车价和电池价格得以分开，具体表现方式在于车价可以进行银行贷款，电池可以按消费者需求长期租赁或分期购买，大大降低了购车门槛，带来销量增长是必然，结合换电模式完美解决因电池发展迅速而导致车价保值率低的弊端重点分析来了，蔚来目前是自己扛电池5年无息分期的，成立蔚来电池管理公司后，看好 Baas的公司会入股，例如传闻的宁德时代，这样蔚来压力就得以缓解，账面当然会变得好看，一举两得在充电速度无法快速提升的前提下，换电模式 + Baas 必然会掀起巨浪，拭目以待[冷漠]

2020-06-03

$蔚来(NIO)$永远不要试图去预测市场

2020-05-09

$蔚来(NIO)$“在我们看来，特斯拉是做产品的公司，蔚来是做品牌的公司。产品是品牌的一个子集。”虽然是两年前的深度访谈，但正在一步步被证实其远见。《蔚来秦力洪：海有多大、有多深？》https://m.d1ev.com/news/renwu/67757

2020-04-18

$蔚来(NIO)$国产智能汽车和国产智能手机是一个策略：同样的定位和价位，提供更好的品质、服务和性价比，就赢了

2020-04-10

$蔚来(NIO)$特斯拉2月10号就复工了，目前产能恢复超过九成，所以订单起量快，但也基本见顶了。蔚来四月份会赶上来。

2020-04-08

$蔚来(NIO)$要来了！全新蔚来ES8将于4月19日下线，即将开始交付

去老虎APP查看更多动态

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