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吴浩_2576

吴浩_2576

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2021-11-19

$蔚来(NIO)$蔚来现在所处的市场环境有些被动，19年的财务问题导致新的车型研发滞后近一年没有新的车型进入市场，现在看广州车展面对市场的各大车企的集体爆发，在2022年会是一场恶战！

2021-11-04

这篇文章不错，转发给大家看看

@相信未来已来:$蔚来(NIO)$11月开始，不会再有1万以下的交付量了，10号财报，4季度指引将是全年最高！

2021-09-10

$蔚来(NIO)$蔚来的市值怎么缩水了，咋回事！

2021-09-01

$蔚来(NIO)$等那边老美睡醒了，就知道会有多么激烈！

2021-08-18

这500车主咋想的，现在这个节点，玩这一套，是不是傻！

抱歉，原内容已删除

2020-07-18

这篇文章不错，转发给大家看看

@打卡打卡:蔚来投资逻辑思考

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>等那边老美睡醒了，就知道会有多么激烈！","text":"$蔚来(NIO)$等那边老美睡醒了，就知道会有多么激烈！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/816847782","isVote":1,"tweetType":1,"viewCount":2155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":831336644,"gmtCreate":1629287142788,"gmtModify":1629287142788,"author":{"id":"3543961655120162","authorId":"3543961655120162","name":"吴浩_2576","avatar":"https://static.tigerbbs.com/15e4b7d800e48158873c04ab547ac940","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3543961655120162","authorIdStr":"3543961655120162"},"themes":[],"htmlText":"这500车主咋想的，现在这个节点，玩这一套，是不是傻！","listText":"这500车主咋想的，现在这个节点，玩这一套，是不是傻！","text":"这500车主咋想的，现在这个节点，玩这一套，是不是傻！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/831336644","repostId":"1186870898","repostType":4,"isVote":1,"tweetType":1,"viewCount":1552,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3543961655120162","authorId":"3543961655120162","name":"吴浩_2576","avatar":"https://static.tigerbbs.com/15e4b7d800e48158873c04ab547ac940","crmLevel":4,"crmLevelSwitch":0,"idStr":"3543961655120162","authorIdStr":"3543961655120162"},"content":"斯巴达500勇士吗！","text":"斯巴达500勇士吗！","html":"斯巴达500勇士吗！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":941774901,"gmtCreate":1595059487003,"gmtModify":1704207902151,"author":{"id":"3543961655120162","authorId":"3543961655120162","name":"吴浩_2576","avatar":"https://static.tigerbbs.com/15e4b7d800e48158873c04ab547ac940","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3543961655120162","authorIdStr":"3543961655120162"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/941774901","repostId":"941744554","repostType":1,"repost":{"id":941744554,"gmtCreate":1595047231678,"gmtModify":1704207890575,"author":{"id":"3554892497321505","authorId":"3554892497321505","name":"打卡打卡","avatar":"https://static.tigerbbs.com/51696aa08cd1efccd00222892c990d6b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554892497321505","authorIdStr":"3554892497321505"},"themes":[],"title":"蔚来投资逻辑思考","htmlText":"&nbsp;<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a><a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>一、行业赛道 1. 现状： 传统汽车行业已经发展了几百年，国内传统车企十年前还很香，但近十年在走下坡路，一直在各种变革和改革，但没有几个成功的。一是传统车企思维打法跟不上时代，二是合资车企在国内话语小、发展慢。传统汽车的核心技术是发动机、变速箱和底盘，这三大件技术国外车企有大量的专利和绝对的领先，国内车企始终不得要领，怎么努力都无法超车，而电动车装个电池就可以驱动车辆，不需要油车那么复杂的发动机和变速箱，也就是说油车最核心的技术在未来的价值会越来越小；因为电动车的核心是电动化和智能化，而传统车企不完全具备这两方面的能力（最多只是将油驱动改成电驱动），所以，智能汽车对传统汽车是降级打击，没有还击的机会；传统车企去造火箭可能会成功，但一边发展油车一边发展电车，内部权力和利益很难权衡，很难成功；大众乘用车前 CEO 迪斯大刀阔斧地转型，最终也丢掉了乘用车 CEO 的帽子，其他车企转型也会遇到类似的问题。 2. 方向： 新能源车是未来方向，未来势必取代燃油车，已经发展了10多年，但还处在发展的初级阶段，如果用手机行业发展来对比的话，电动车处在10年前智能手机发展的初级阶段，随着网络基础设施的完善，智能手机用了几年时间就取代了传统手机，电动车也一样，随着充电基础设施的完善，未来也有取代传统油车的趋势。 3. 政策： 国家层面的政策上看，欧洲、美国和国内持续出台各种利好新能源车的政策，表面上是补贴、免税和牌照，这个在一线限牌城市是重大利好，更深层次的考虑可能是我国燃油能源储量小，严重依赖国外的汽油进口，这部分支出占比又比较大，容易受国际环境影响，而我国又是电能发达国家，如果把这部","listText":"&nbsp;<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a><a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>一、行业赛道 1. 现状： 传统汽车行业已经发展了几百年，国内传统车企十年前还很香，但近十年在走下坡路，一直在各种变革和改革，但没有几个成功的。一是传统车企思维打法跟不上时代，二是合资车企在国内话语小、发展慢。传统汽车的核心技术是发动机、变速箱和底盘，这三大件技术国外车企有大量的专利和绝对的领先，国内车企始终不得要领，怎么努力都无法超车，而电动车装个电池就可以驱动车辆，不需要油车那么复杂的发动机和变速箱，也就是说油车最核心的技术在未来的价值会越来越小；因为电动车的核心是电动化和智能化，而传统车企不完全具备这两方面的能力（最多只是将油驱动改成电驱动），所以，智能汽车对传统汽车是降级打击，没有还击的机会；传统车企去造火箭可能会成功，但一边发展油车一边发展电车，内部权力和利益很难权衡，很难成功；大众乘用车前 CEO 迪斯大刀阔斧地转型，最终也丢掉了乘用车 CEO 的帽子，其他车企转型也会遇到类似的问题。 2. 方向： 新能源车是未来方向，未来势必取代燃油车，已经发展了10多年，但还处在发展的初级阶段，如果用手机行业发展来对比的话，电动车处在10年前智能手机发展的初级阶段，随着网络基础设施的完善，智能手机用了几年时间就取代了传统手机，电动车也一样，随着充电基础设施的完善，未来也有取代传统油车的趋势。 3. 政策： 国家层面的政策上看，欧洲、美国和国内持续出台各种利好新能源车的政策，表面上是补贴、免税和牌照，这个在一线限牌城市是重大利好，更深层次的考虑可能是我国燃油能源储量小，严重依赖国外的汽油进口，这部分支出占比又比较大，容易受国际环境影响，而我国又是电能发达国家，如果把这部","text":"$蔚来(NIO)$$特斯拉(TSLA)$一、行业赛道 1. 现状： 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href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>蔚来现在所处的市场环境有些被动，19年的财务问题导致新的车型研发滞后近一年没有新的车型进入市场，现在看广州车展面对市场的各大车企的集体爆发，在2022年会是一场恶战！","text":"$蔚来(NIO)$蔚来现在所处的市场环境有些被动，19年的财务问题导致新的车型研发滞后近一年没有新的车型进入市场，现在看广州车展面对市场的各大车企的集体爆发，在2022年会是一场恶战！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/876175745","isVote":1,"tweetType":1,"viewCount":2081,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":848709996,"gmtCreate":1636025413229,"gmtModify":1636025413229,"author":{"id":"3543961655120162","authorId":"3543961655120162","name":"吴浩_2576","avatar":"https://static.tigerbbs.com/15e4b7d800e48158873c04ab547ac940","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3543961655120162","authorIdStr":"3543961655120162"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/848709996","repostId":"848453575","repostType":1,"repost":{"id":848453575,"gmtCreate":1636022447911,"gmtModify":1636022447911,"author":{"id":"3500032051904306","authorId":"3500032051904306","name":"相信未来已来","avatar":"https://static.tigerbbs.com/d514ce63f458c6136ed61a0f6011b92d","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3500032051904306","authorIdStr":"3500032051904306"},"themes":[],"htmlText":"<a 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