@Antaresqsq:$蔚来(NIO)$蔚来要想反转日线级别的下降趋势，需要1 停止增发 蔚来的股权从去年到现在一直在被稀释，从1B到现在的1.5B。稀释的速度太快了市场到现在都还在消化。这也解释了为什么今年在走空头行情以及交易量持续萎缩。所以如果今年你长线做多了蔚来，那你的浮亏都是李斌偷走的。蔚来现在现金非常充足，一年以内完全不需要再融资，所以大概率短期不会再增发。至于什么时候能止跌，得看营收状况。2 毛利率和盈利2022年产能已经不是估值最看重的了。明年产能都会突破10万。在这种体量下拼的就是谁先能盈利谁先能获得最高的毛利率。现在看来理想应该是第一个开始盈利的。如果蔚来不能在理想之后一两个季度也开始盈利，那股价会受到极大的影响。3 供应链和产能明年产能还是依赖于供应链。现在的产能指引都是在供应链保证的情况下给出的。所以还是要看厂商对供应链的把控。明年不出意外会出现电池比芯片更抢手的形势。如果蔚来能解决电池包供应问题，那交付就能保证。具体看nio day会不会提加快交付的速度的解决方案。蔚来今年显露出了很多问题，如果能在明年年中都解决，那股价会反转。如果不能解决，那还会延续现在的趋势或者长期横盘。毕竟不能盈利的公司，估值杀到多低都可以，更何况中概股没有底。当然蔚来长期应该还是看涨。毕竟企业的成长需要时间。我虽然一直在波段趋势做空，但还是挑了低点买了leap call远期看涨期权。我相信最晚明年年底前蔚来能上60-70。今年股市不好做，辛苦大家[财迷] 

@grrrr_nt:Thanks for sharing your opinions about $Grab Holdings(GRAB)$ @Tanjk02I feel the same way about them. GoJek is playing the long game. We'll need to compare financial standings of both companies to have a clearer idea of which company is more likely to last longer.

@TradeInProg:$Sono Group N.V.(SEV)$May be a newly IPO company, price may have been tanking ever since day 2. I understand the frustration from some of the people around, especially if you’vegotten in at a high price point. Firstly, if you went in when it was at like above 40, to begin with, you’re responsible for your own action. When a stock is rushing up madly in price, especially it would have already been 100+% fromIPO price, why are you still jumping in at this point in time? Did you really do your DD or just seeing how positive it is and thinking it will only go up? It’s pure greed at this point in time already. People always want more, that’s normal. But when it comes to stock market, it’s really greed that kills. But putting that aside, instead of bla