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2020-07-20

$蔚来(NIO)$ 做一个粗略而简单的测算，假设蔚来年销量突破10万，收入达800亿rmb，净利率达到 $特斯拉(TSLA)$ 最近一个Q的1%，给100倍PE，市值就是800亿rmb，大概114亿美金，低于但接近目前的市值。关键的就是你认为蔚来几年内能达到10万销量，2019年2万，2020Q1将近4k，而特斯拉2019整体销量已经36万，理想ONE从2019推出至今销量1万+，宝马X3的2019销量12万+。个人的认为蔚来和 $理想汽车(LI)$ 的销量攀升，超预期是大概率事件，很可能远超想象，只有规模上来才可能单用户降低服务成本，很可能也就2-3年，就能达到。

2020-07-31

$苹果(AAPL)$$苹果(AAPL)$怎么样

2020-07-20

$阿灵顿资产投资公司(AI)$沪深股指

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