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Ohwgo
05-15
$蔚来(NIO)$
这个价位,还想竞争?我宁肯对花几万块上个Y,品牌质量外观都比你好,李斌咋想的?有弄了个低端品牌里的豪华车型。
Ohwgo
01-19
$蔚来(NIO)$
之前哪些个杠精们说不可能跌破发行来[开心] [开心] 天天怼我 现在可好了 亏的裤衩子都没了
@百亿身价经验
Ohwgo
01-25
$蔚来(NIO)$
如果10多块上车蔚来的不如等个机会抄底特斯拉,特斯拉的前景远比这垃圾大得多,再这么下去真的救不了了。机会就这么一次。
Ohwgo
01-10
$蔚来(NIO)$
未来涨到8块多的时候我就告诉你们他还要回7块甚至5块,第一次从16喊到7你们不信,第二次从9块这已经7.5了,再不信真的救不了了,蔚来融再多资,但是他抓不到民心啊,看看房地产多少倒闭的,哪个不比蔚来盘子大,背景硬,哎,救不了,救不了。
Ohwgo
03-23
$蔚来(NIO)$
谁还不服? 蔚来我从16喊到4块,来来来站出来。
Ohwgo
01-22
$蔚来(NIO)$
这波预计要去3-4块,破了5块就看3-4了,大佬们准备好。
Ohwgo
01-12
$蔚来(NIO)$
今天下7块,不用理由,救不了。
@百亿身价经验
Ohwgo
01-31
$蔚来(NIO)$
别抄底了,这玩意今年要倒闭的,最后套一波财主的钱,海外逍遥了,开曼群岛上市的有几个好的?
Ohwgo
2023-11-29
$蔚来(NIO)$
蔚来合作的越多争议越大,举个例子,你花40万买的新车,换到了一个吉利10多万的开了五年的旧电池,换谁心里也不舒服,除非改成电池统一租赁,车整体降价,但是又损害了老车主的利益,所以这一步必定充满坎坷,希望你不是蚂蚁金服吧。
Ohwgo
2023-11-24
$蔚来(NIO)$
怎么样,快到7了吧我的阿毛
@人民币美元一起赚
Ohwgo
2023-12-01
$蔚来(NIO)$
蔚来好像破局必须得有能打的车型诞生,目前来看款款落后,而且合作等于是其他品牌集体大升级,客户选择换电的面更广了,如果换电盈利不够大的话,或者没有拉来投资知识合作,那么等于给其他车企做了嫁衣,所以合作越多,蔚来选择未来的越少,谁都喜欢可以换电的豪车,为什么要选未来呢,销量上不去股价只会更低,大家珍惜能够看到现在的未来吧。
Ohwgo
06-11
$蔚来(NIO)$
未来今年起不来就逐渐下坡路走向倒闭了,大家小心。
Ohwgo
2023-10-12
$蔚来(NIO)$
你们不下车,庄怎么可能拉?
Ohwgo
05-16
$蔚来(NIO)$
乐道,定位出了问题,给贫民出的汽车,谁还愿意买?李斌是不是脑子有问题啊?人家别人卖车都是走效果,你这整个贫民开的汽车,哎,还未相见就要离别,估计没交车钱就可能倒闭了,别提BAAS什么事了。
Ohwgo
01-23
$蔚来(NIO)$
看销量彻底凉凉了
Ohwgo
2023-08-22
$蔚来(NIO)$
盘前骗炮,开盘大跌,结合港股。
Ohwgo
04-02
$蔚来(NIO)$
怎么样 好不了一天吧
Ohwgo
2023-11-01
$蔚来(NIO)$
坚定5块,内幕就不爆了。
Ohwgo
05-13
$蔚来(NIO)$
乐道应该是没什么竞争市场,太难看,有这钱为什么不特斯拉,换个电跑200公里。还不够麻烦的。谁喜欢拿自己的新电池换旧电池?这波让你们上车,然后开始大跌。
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href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a><v-v data-views=\"0\"></v-v>我一天没来就这样了,舒服么,家人们。赚到了没?","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a><v-v data-views=\"0\"></v-v>我一天没来就这样了,舒服么,家人们。赚到了没?","text":"$蔚来(NIO)$ 我一天没来就这样了,舒服么,家人们。赚到了没?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/309283663356200","isVote":1,"tweetType":1,"viewCount":4145,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3532956619000594","authorId":"3532956619000594","name":"老大虎张嘴","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"idStr":"3532956619000594","authorIdStr":"3532956619000594"},"content":"还是得你啊 好久不见","text":"还是得你啊 好久不见","html":"还是得你啊 好久不见"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":307908602982672,"gmtCreate":1716194952070,"gmtModify":1716194953973,"author":{"id":"4109416008385830","authorId":"4109416008385830","name":"Ohwgo","avatar":"https://static.tigerbbs.com/33ab0fac32f7e1f5ece18a349be8a291","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4109416008385830","authorIdStr":"4109416008385830"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a><v-v data-views=\"0\"></v-v>今晚看你下5块,家人们,小心。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a><v-v data-views=\"0\"></v-v>今晚看你下5块,家人们,小心。","text":"$蔚来(NIO)$ 今晚看你下5块,家人们,小心。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/307908602982672","isVote":1,"tweetType":1,"viewCount":1645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306865405952064,"gmtCreate":1715952881906,"gmtModify":1715952883392,"author":{"id":"4109416008385830","authorId":"4109416008385830","name":"Ohwgo","avatar":"https://static.tigerbbs.com/33ab0fac32f7e1f5ece18a349be8a291","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4109416008385830","authorIdStr":"4109416008385830"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a><v-v data-views=\"0\"></v-v>说了今天下5块。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a><v-v data-views=\"0\"></v-v>说了今天下5块。","text":"$蔚来(NIO)$ 说了今天下5块。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/306865405952064","isVote":1,"tweetType":1,"viewCount":2482,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3482705312577107","authorId":"3482705312577107","name":"夏阡陌","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3482705312577107","authorIdStr":"3482705312577107"},"content":"看空说个理由吧,别整天咋咋呼呼的,太不体面了","text":"看空说个理由吧,别整天咋咋呼呼的,太不体面了","html":"看空说个理由吧,别整天咋咋呼呼的,太不体面了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306796651339776,"gmtCreate":1715936237561,"gmtModify":1715936239029,"author":{"id":"4109416008385830","authorId":"4109416008385830","name":"Ohwgo","avatar":"https://static.tigerbbs.com/33ab0fac32f7e1f5ece18a349be8a291","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4109416008385830","authorIdStr":"4109416008385830"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a><v-v data-views=\"0\"></v-v>几日开盘下5块,家人们,提前准备。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a><v-v data-views=\"0\"></v-v>几日开盘下5块,家人们,提前准备。","text":"$蔚来(NIO)$ 几日开盘下5块,家人们,提前准备。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306796651339776","isVote":1,"tweetType":1,"viewCount":1178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306512520556560,"gmtCreate":1715866726923,"gmtModify":1715866728682,"author":{"id":"4109416008385830","authorId":"4109416008385830","name":"Ohwgo","avatar":"https://static.tigerbbs.com/33ab0fac32f7e1f5ece18a349be8a291","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4109416008385830","authorIdStr":"4109416008385830"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a>有预测对了那开盘就跌","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a>有预测对了那开盘就跌","text":"$蔚来(NIO)$ 有预测对了那开盘就跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/306512520556560","isVote":1,"tweetType":1,"viewCount":1659,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306445010305312,"gmtCreate":1715850355422,"gmtModify":1715850356738,"author":{"id":"4109416008385830","authorId":"4109416008385830","name":"Ohwgo","avatar":"https://static.tigerbbs.com/33ab0fac32f7e1f5ece18a349be8a291","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4109416008385830","authorIdStr":"4109416008385830"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a>家人们,小心,开盘必跌。这套路都一年多了。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a>家人们,小心,开盘必跌。这套路都一年多了。","text":"$蔚来(NIO)$ 家人们,小心,开盘必跌。这套路都一年多了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/306445010305312","isVote":1,"tweetType":1,"viewCount":1718,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3508198203958243","authorId":"3508198203958243","name":"美玉","avatar":"https://static.tigerbbs.com/f52c800f61355911cccd4be0f15114e0","crmLevel":5,"crmLevelSwitch":0,"idStr":"3508198203958243","authorIdStr":"3508198203958243"},"content":"每次你都懂,比懂王还懂,祝你发大财。","text":"每次你都懂,比懂王还懂,祝你发大财。","html":"每次你都懂,比懂王还懂,祝你发大财。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306415689036064,"gmtCreate":1715843196909,"gmtModify":1715843334064,"author":{"id":"4109416008385830","authorId":"4109416008385830","name":"Ohwgo","avatar":"https://static.tigerbbs.com/33ab0fac32f7e1f5ece18a349be8a291","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4109416008385830","authorIdStr":"4109416008385830"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a>蔚来到头了,不会再有人买单了,有钱人不多,贫民不傻,今天大概率还得跌百分之10左右,家人们不要赌博,不要博反弹,3快再上车,乐道不可能打得出销量。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a>蔚来到头了,不会再有人买单了,有钱人不多,贫民不傻,今天大概率还得跌百分之10左右,家人们不要赌博,不要博反弹,3快再上车,乐道不可能打得出销量。","text":"$蔚来(NIO)$ 蔚来到头了,不会再有人买单了,有钱人不多,贫民不傻,今天大概率还得跌百分之10左右,家人们不要赌博,不要博反弹,3快再上车,乐道不可能打得出销量。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306415689036064","isVote":1,"tweetType":1,"viewCount":1380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306330963501272,"gmtCreate":1715822404281,"gmtModify":1715822406016,"author":{"id":"4109416008385830","authorId":"4109416008385830","name":"Ohwgo","avatar":"https://static.tigerbbs.com/33ab0fac32f7e1f5ece18a349be8a291","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4109416008385830","authorIdStr":"4109416008385830"},"themes":[],"htmlText":"不能 21.99 定位给贫民开的汽车?哪个小可爱会买这个?加两万买毛豆Y不好么? ","listText":"不能 21.99 定位给贫民开的汽车?哪个小可爱会买这个?加两万买毛豆Y不好么? ","text":"不能 21.99 定位给贫民开的汽车?哪个小可爱会买这个?加两万买毛豆Y不好么?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/306330963501272","repostId":"2435656626","repostType":2,"repost":{"id":"2435656626","kind":"news","pubTimestamp":1715817311,"share":"https://www.laohu8.com/m/news/2435656626?lang=&edition=full","pubTime":"2024-05-16 07:55","market":"hk","language":"zh","title":"蔚来第二品牌正式发布,能否靠“低价”扭转未来?","url":"https://stock-news.laohu8.com/highlight/detail?id=2435656626","media":"锌刻度","summary":"5月15日,蔚来官宣了第二品牌乐道。从其由高端商务车走向家庭用车的定位转变来看,蔚来在小米汽车这条“鲶鱼”的带动下,已经意识到在大众消费市场,只有拥抱看重“性价比”的年轻人,才是真正的未来。靠“低价”救场?而在2024年蔚来的主品牌NIO没有全新车型上市的情况下,唯有指望酝酿已久的“第二品牌”乐道来帮助实现销量增长。用李斌此前的话来说,“‘阿尔卑斯’上量的优先级会高于毛利率。”","content":"<html><head></head><body><p>从80万元的ET9到21.99万元的L60,一向高姿态的<a href=\"https://laohu8.com/S/NIO\">蔚来</a>,如今也不得不低头了。</p><p>5月15日,<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>官宣了第二品牌乐道。在发布会现场,李斌对该品牌旗下首款车型,即面向主流家庭市场的SUV产品L60,不吝给出了“重新定义家庭用车新标准”的盛赞,并对标<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>Model Y称之“更长、更宽、空间更大”。</p><p>乐道总裁艾铁成上台公布了防撞保护、超大使用空间、高续航低能耗、无须下车自动换电、<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>辅助驾驶等一系列技术亮点过后,这场品牌发布会在新车将于“9月上市发布、9月开启交付”,以及已开启预售通道的官宣中落下帷幕。</p><p>从其由高端商务车走向家庭用车的定位转变来看,蔚来在小米汽车这条“鲶鱼”的带动下,已经意识到在大众消费市场,只有拥抱看重“性价比”的年轻人,才是真正的未来。</p><p>众所周知,此前在“‘保时米’车主需要克服社恐问题,因为出门会被众人围观”的调侃声中,小米SU7已经向外界充分展现了,其由25~35岁的年轻人群、年收入位于10~30万元的阶层,以及单身群体所构成的消费群体,到底可以迸发出多么惊人的购买力。</p><p>但走“后发制人”路线,期待着俘获年轻消费者的乐道,前路可能并没有想象中那么乐观。</p><p><strong>性价比之外,年轻人还能更挑剔</strong></p><p>“现在油价不低,随便什么车基本都要6、7角一公里,贵点的要一块多,但电车只要30块钱充满就可以跑300~400公里,性价比太高了。”作为家里的管钱小能手,薛琦最近在考虑要不要换一辆新能源车,“我们领导说,电车就是开得越久,越不愿意开油车了,因为习惯了这么便宜的成本,再去开油车就会觉得很贵很浪费,他自己买了一辆小鹏之后,还觉得油电混合车也没必要考虑,要买就买纯电。”</p><p>受到鼓动的薛琦也因此留意起了新能源车,“从短视频测评了解到了魏牌旗下的一款蓝山SUV,感觉在各方面的条件都很符合我们家的需求,就是价格稍微有点高,顶配落地价都得30多万元了。”</p><p>“我选车,第一考虑性价比,第二考虑空间大,第三考虑安全系数。”但对于薛琦来说,最终还是要通过多方面对比才能令她下定付费的决心,“其实如果先把预算价格固定下来你会发现,现在可以选择的品牌和车型实在太多了,所以要在价格、配置、外观、空间大小这些方方面面,全都进行过充分了解和对比才能选出来。”</p><p>看了一圈但依旧没有买单的郑菲坦言,自己心动的是新能源汽车的自动驾驶技术,所以想等技术再成熟一点。郑菲认为,新能源车的技术一直在更新换代,买新不买旧才是硬道理,“家庭的话要考虑孩子,所以SUV合适一点,我们单位的师弟买的<a href=\"https://laohu8.com/S/ZK\">极氪</a>,我想买问界,虽然有爆出来相关事故,但现在路上出事故多了去了,特斯拉事故更多,我感觉这个主要还是看驾驶的人。”</p><p>在了解过周边同龄人的选择之后,郑菲总结道,“很多人的第一辆电车都是看性价比,单身汉基本就是10万元左右,小家庭都是看各自付款能力再选,现在电车除了<a href=\"https://laohu8.com/S/002594\">比亚迪</a>的仰望上百万元,就是传统品牌(指油车)加上新能源作为混动卖得贵,比如路虎揽胜新能源也可以上百万元,不过现在新兴品牌价位都还好,自从小米SU7火了之后,感觉都把年轻家庭的选择区间锚定在20万元上下了,大家咬咬牙也不是买不了。”</p><p>实际上,锌刻度和一些“90后”“95后”聊过之后发现,“买车首选新能源”已经成为不少年轻人的共识,而在选择新能源汽车品牌时,他们则不约而同地将“性价比”视作首要购买条件,不过真正下单时却又不仅限于此。</p><p>年轻的消费者确实可以足够挑剔,因为一切就像薛琦所说的那样,如今处在同一价格区间下的新能源汽车品牌,可以选择的有点太多了。眼下,<strong>令一众新能源汽车品牌不得不承认的是,年轻消费者的选择导向之于它们来说正变得越来越重要。</strong></p><p>以新能源汽车领域的“当红炸子鸡”小米SU7为例,这段时间又被爆出“锁单量已经突破了10万台”的消息,不论该消息是否属实,以“黑马”之姿闯入新能源汽车领域的小米汽车,带给友商们竞争压力之大都是前所未见的:自小米SU7上市以来,小鹏、问界、极氪、智己、智界等多家车企宣布降价,甚至是多轮降价。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6e1353e51d0875bc7b0ca081036ef957\" alt=\"小米SU7引爆年轻人的购买力(图源:小米汽车官方微博)\" title=\"小米SU7引爆年轻人的购买力(图源:小米汽车官方微博)\" tg-width=\"1080\" tg-height=\"612\"/><span>小米SU7引爆年轻人的购买力(图源:小米汽车官方微博)</span></p><p>正如那句流传甚广的戏言:“其他车企最害怕的事情:买小米汽车的,全是年轻人”。毕竟,<strong>年轻人作为未来的主流消费群体,迎合他们的喜好才是市场发展的正确走势。</strong></p><p><strong>靠“低价”救场?</strong></p><p>防撞保护、超大使用空间、高续航低能耗、无须下车自动换电、智能辅助驾驶,关键是预售价格才21.99万元起……看来,如今就连蔚来也走起了“平民化”路线。</p><p>但与其说乐道此时下场瞄准了大众市场的年轻人恰是时候,倒不如说是蔚来已经不得不为高端定位下的“烂摊子”救场了。</p><p>首先,<strong>此前蔚来过高的品牌定位和产品售价,虽然为其在高端市场带来了一定的保有量,却也令其陷入了长久的销售困境。</strong></p><p>2023年,蔚来汽车合计交付约16万辆,但彼时管理层的销量目标是20万台以上,显然没能达到预期。2024年,情况依然不乐观,蔚来披露,其一季度合计交付量为30053台,环比下跌46%。对比其他新能源品牌,其交付量仅排在第五位,落后于问界、理想、零跑、极氪(后面几家车企交付量分别为、8.04万辆、3.34万辆、3.3万辆)。</p><p>其次,<strong>一直未能实现盈利让蔚来频繁遭受外界质疑。</strong></p><p>相关数据显示,当同属高端阵营的<a href=\"https://laohu8.com/S/LI\">理想汽车</a>实现年度盈利,净利润达到 118.1 亿元之际,蔚来在2018年至2023年累计亏损金额已经超过800亿元。甚至其就连高端化路线下的高利率优势也在逐步丧失:财报数据显示,蔚来的毛利率已从2022年的10.4%降至2023年的5.5%,汽车全年利润率从13.7%降至9.5%。</p><p>紧接着,<strong>高度依赖外部输血的蔚来,在深陷“业绩巨亏”“销量低迷”的情况下,资本的嫌弃态度也很分明。</strong></p><p>不仅是<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>在去年12月和今年2月先后两次下调了蔚来的目标股价,理由是蔚来2024年新车数量较少,管理层不愿意牺牲利润来提高销售量,这导致蔚来在美股中的评价从“中性”降至“减持”。就连以对<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、特斯拉等知名成长股长期投资而闻名的柏基资本,也在4月4日向美国证监会提交了一份持股变动声明,声明称,今年一季度,柏基资本减持了近1亿股蔚来,持有的股份从1.15亿股(占蔚来总股本的5.5%)减少到1891万股,减少比例为83%,近乎清仓。</p><p>最后,<strong>蔚来在港股市场的表现同样令人唏嘘。</strong></p><p>截至锌刻度撰稿时,蔚来股价报收42.2港元,也只是其高位199.2港元的20%左右。哪怕是相比年初的73.6港元,仅一个季度多的时间也已经跌去了近43%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/69ce50713f8fc6d4ef34550aa1870e3d\" tg-width=\"560\" tg-height=\"240\"/></p><p>重重危机之下,蔚来急需一个关键变量让市场重拾信心。而在2024年蔚来的主品牌NIO没有全新车型上市的情况下,唯有指望酝酿已久的“第二品牌”乐道来帮助实现销量增长。用李斌此前的话来说,“‘阿尔卑斯’(蔚来第二品牌之前的代号,即指现称的‘乐道’)上量的优先级会高于毛利率。”</p><p><strong>入局巅峰赛,乐道提速下场</strong></p><p>“我们不想用性价比来概括乐道的竞争力,但乐道确实具备更好的服务体系,更有竞争力的价格以及更优质的产品体验。”在发布会前夕,李斌的发言表明了其充足的自信心,还强调乐道的定价会是它的竞争优势之一。</p><p>从发布会的官宣来看,基于21.99万元的预售定价,有人猜测如果采用BaaS电池租赁方案,其价格甚至可能会低至17万元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/47d792c83cf6b354a7296d91092ac6de\" alt=\"乐道L60\" title=\"乐道L60\" tg-width=\"1080\" tg-height=\"598\"/><span>乐道L60</span></p><p>抛开外界的猜测,<strong>从现实情况来看,这场关于年轻人的争夺战比想象中还要更激烈一些</strong>。因为在这一价格区间,如今已经有了小鹏G6、小鹏G9、问界M7、智己LS6,以及特斯拉Model Y等诸多实力强劲的对手,乐道一经“出道”就要遭遇巅峰赛。</p><p>而随着阿维塔07、智界的全SUV等车型的亮相,以及明年即将上市的小米SUV,还有已经上市的理想L6、问界M5等,20~30万元这个档位的市场争夺战已经变得异常激烈,“家庭用车”赛道可谓是一片红海,从续航里程、智能驾驶技术,到内饰设计、用户服务,再到空间大小、车型外观等各方面,每个品牌车型都在竭力展示自己的独特之处,以争取消费者的青睐。</p><p>从乐道发布过后的相关网友反馈来看,不少人对该产品极具“性价比”的预售表达了期待:“如果是没电池,17万能不能卖爆我不知道,但肯定卖得不差”“颜值帅,换电比充电速度优势大多了,价格也香”“我下定了,换电+900W,没什么理由不下单”……</p><p>当然,在性价比之外,乐道还具备的独家优势曾被李斌归结为:蔚来已经建立起来的服务网络和充换电体系等。李斌称之为“后发制人”策略,即先从高端市场入手,在技术、基础设施、企业体系能力等方面打下坚实的基础,再逐步参与到更为残酷的大众市场竞争中。</p><p>换句话说,自2016年起蔚来在研发上持续投入的超430亿元换来的超8700件专利,以及蔚来斥巨资建立起来的充换电体系这一“护城河”(自2021年初开始进入到实施落地阶段,蔚来目前拥有2415座换电站,充电桩达到22449根),都将为乐道所用。甚至蔚来还表示,2024年该公司仍会在充换电基础设施领域加大投入,4月将开始布局四代换电站,同时兼容两个品牌。</p><p>但这些“烧钱”换来的优势,到底能不能通过乐道转化成销量并辅助蔚来实现自我造血暂且不谈,继续“烧钱”加码技术研发和扩大基建范围却已经在乐道开售前被摆在了明面上,结合前文中提到的蔚来重重危机,蔚来现阶段需要面对的问题是,9月份才会正式发布并交付的乐道L60,市场留给它发力“救场”的时间可能已经不多了。</p><p>如何将新车上市提速,或将是乐道L60“出道”的首要命题。</p></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n蔚来第二品牌正式发布,能否靠“低价”扭转未来?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-16 07:55 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20240515221722876ce6db&s=b><strong>锌刻度</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>从80万元的ET9到21.99万元的L60,一向高姿态的蔚来,如今也不得不低头了。5月15日,蔚来官宣了第二品牌乐道。在发布会现场,李斌对该品牌旗下首款车型,即面向主流家庭市场的SUV产品L60,不吝给出了“重新定义家庭用车新标准”的盛赞,并对标特斯拉Model Y称之“更长、更宽、空间更大”。乐道总裁艾铁成上台公布了防撞保护、超大使用空间、高续航低能耗、无须下车自动换电、智能辅助驾驶等一系列技术...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20240515221722876ce6db&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f5972b41b6b634876b03eaa4cc2cb97b","relate_stocks":{"09866":"蔚来-SW","NIO":"蔚来","BK1119":"汽车制造商","BK1588":"回港中概股"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20240515221722876ce6db&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2435656626","content_text":"从80万元的ET9到21.99万元的L60,一向高姿态的蔚来,如今也不得不低头了。5月15日,蔚来官宣了第二品牌乐道。在发布会现场,李斌对该品牌旗下首款车型,即面向主流家庭市场的SUV产品L60,不吝给出了“重新定义家庭用车新标准”的盛赞,并对标特斯拉Model Y称之“更长、更宽、空间更大”。乐道总裁艾铁成上台公布了防撞保护、超大使用空间、高续航低能耗、无须下车自动换电、智能辅助驾驶等一系列技术亮点过后,这场品牌发布会在新车将于“9月上市发布、9月开启交付”,以及已开启预售通道的官宣中落下帷幕。从其由高端商务车走向家庭用车的定位转变来看,蔚来在小米汽车这条“鲶鱼”的带动下,已经意识到在大众消费市场,只有拥抱看重“性价比”的年轻人,才是真正的未来。众所周知,此前在“‘保时米’车主需要克服社恐问题,因为出门会被众人围观”的调侃声中,小米SU7已经向外界充分展现了,其由25~35岁的年轻人群、年收入位于10~30万元的阶层,以及单身群体所构成的消费群体,到底可以迸发出多么惊人的购买力。但走“后发制人”路线,期待着俘获年轻消费者的乐道,前路可能并没有想象中那么乐观。性价比之外,年轻人还能更挑剔“现在油价不低,随便什么车基本都要6、7角一公里,贵点的要一块多,但电车只要30块钱充满就可以跑300~400公里,性价比太高了。”作为家里的管钱小能手,薛琦最近在考虑要不要换一辆新能源车,“我们领导说,电车就是开得越久,越不愿意开油车了,因为习惯了这么便宜的成本,再去开油车就会觉得很贵很浪费,他自己买了一辆小鹏之后,还觉得油电混合车也没必要考虑,要买就买纯电。”受到鼓动的薛琦也因此留意起了新能源车,“从短视频测评了解到了魏牌旗下的一款蓝山SUV,感觉在各方面的条件都很符合我们家的需求,就是价格稍微有点高,顶配落地价都得30多万元了。”“我选车,第一考虑性价比,第二考虑空间大,第三考虑安全系数。”但对于薛琦来说,最终还是要通过多方面对比才能令她下定付费的决心,“其实如果先把预算价格固定下来你会发现,现在可以选择的品牌和车型实在太多了,所以要在价格、配置、外观、空间大小这些方方面面,全都进行过充分了解和对比才能选出来。”看了一圈但依旧没有买单的郑菲坦言,自己心动的是新能源汽车的自动驾驶技术,所以想等技术再成熟一点。郑菲认为,新能源车的技术一直在更新换代,买新不买旧才是硬道理,“家庭的话要考虑孩子,所以SUV合适一点,我们单位的师弟买的极氪,我想买问界,虽然有爆出来相关事故,但现在路上出事故多了去了,特斯拉事故更多,我感觉这个主要还是看驾驶的人。”在了解过周边同龄人的选择之后,郑菲总结道,“很多人的第一辆电车都是看性价比,单身汉基本就是10万元左右,小家庭都是看各自付款能力再选,现在电车除了比亚迪的仰望上百万元,就是传统品牌(指油车)加上新能源作为混动卖得贵,比如路虎揽胜新能源也可以上百万元,不过现在新兴品牌价位都还好,自从小米SU7火了之后,感觉都把年轻家庭的选择区间锚定在20万元上下了,大家咬咬牙也不是买不了。”实际上,锌刻度和一些“90后”“95后”聊过之后发现,“买车首选新能源”已经成为不少年轻人的共识,而在选择新能源汽车品牌时,他们则不约而同地将“性价比”视作首要购买条件,不过真正下单时却又不仅限于此。年轻的消费者确实可以足够挑剔,因为一切就像薛琦所说的那样,如今处在同一价格区间下的新能源汽车品牌,可以选择的有点太多了。眼下,令一众新能源汽车品牌不得不承认的是,年轻消费者的选择导向之于它们来说正变得越来越重要。以新能源汽车领域的“当红炸子鸡”小米SU7为例,这段时间又被爆出“锁单量已经突破了10万台”的消息,不论该消息是否属实,以“黑马”之姿闯入新能源汽车领域的小米汽车,带给友商们竞争压力之大都是前所未见的:自小米SU7上市以来,小鹏、问界、极氪、智己、智界等多家车企宣布降价,甚至是多轮降价。小米SU7引爆年轻人的购买力(图源:小米汽车官方微博)正如那句流传甚广的戏言:“其他车企最害怕的事情:买小米汽车的,全是年轻人”。毕竟,年轻人作为未来的主流消费群体,迎合他们的喜好才是市场发展的正确走势。靠“低价”救场?防撞保护、超大使用空间、高续航低能耗、无须下车自动换电、智能辅助驾驶,关键是预售价格才21.99万元起……看来,如今就连蔚来也走起了“平民化”路线。但与其说乐道此时下场瞄准了大众市场的年轻人恰是时候,倒不如说是蔚来已经不得不为高端定位下的“烂摊子”救场了。首先,此前蔚来过高的品牌定位和产品售价,虽然为其在高端市场带来了一定的保有量,却也令其陷入了长久的销售困境。2023年,蔚来汽车合计交付约16万辆,但彼时管理层的销量目标是20万台以上,显然没能达到预期。2024年,情况依然不乐观,蔚来披露,其一季度合计交付量为30053台,环比下跌46%。对比其他新能源品牌,其交付量仅排在第五位,落后于问界、理想、零跑、极氪(后面几家车企交付量分别为、8.04万辆、3.34万辆、3.3万辆)。其次,一直未能实现盈利让蔚来频繁遭受外界质疑。相关数据显示,当同属高端阵营的理想汽车实现年度盈利,净利润达到 118.1 亿元之际,蔚来在2018年至2023年累计亏损金额已经超过800亿元。甚至其就连高端化路线下的高利率优势也在逐步丧失:财报数据显示,蔚来的毛利率已从2022年的10.4%降至2023年的5.5%,汽车全年利润率从13.7%降至9.5%。紧接着,高度依赖外部输血的蔚来,在深陷“业绩巨亏”“销量低迷”的情况下,资本的嫌弃态度也很分明。不仅是摩根大通在去年12月和今年2月先后两次下调了蔚来的目标股价,理由是蔚来2024年新车数量较少,管理层不愿意牺牲利润来提高销售量,这导致蔚来在美股中的评价从“中性”降至“减持”。就连以对亚马逊、特斯拉等知名成长股长期投资而闻名的柏基资本,也在4月4日向美国证监会提交了一份持股变动声明,声明称,今年一季度,柏基资本减持了近1亿股蔚来,持有的股份从1.15亿股(占蔚来总股本的5.5%)减少到1891万股,减少比例为83%,近乎清仓。最后,蔚来在港股市场的表现同样令人唏嘘。截至锌刻度撰稿时,蔚来股价报收42.2港元,也只是其高位199.2港元的20%左右。哪怕是相比年初的73.6港元,仅一个季度多的时间也已经跌去了近43%。重重危机之下,蔚来急需一个关键变量让市场重拾信心。而在2024年蔚来的主品牌NIO没有全新车型上市的情况下,唯有指望酝酿已久的“第二品牌”乐道来帮助实现销量增长。用李斌此前的话来说,“‘阿尔卑斯’(蔚来第二品牌之前的代号,即指现称的‘乐道’)上量的优先级会高于毛利率。”入局巅峰赛,乐道提速下场“我们不想用性价比来概括乐道的竞争力,但乐道确实具备更好的服务体系,更有竞争力的价格以及更优质的产品体验。”在发布会前夕,李斌的发言表明了其充足的自信心,还强调乐道的定价会是它的竞争优势之一。从发布会的官宣来看,基于21.99万元的预售定价,有人猜测如果采用BaaS电池租赁方案,其价格甚至可能会低至17万元。乐道L60抛开外界的猜测,从现实情况来看,这场关于年轻人的争夺战比想象中还要更激烈一些。因为在这一价格区间,如今已经有了小鹏G6、小鹏G9、问界M7、智己LS6,以及特斯拉Model Y等诸多实力强劲的对手,乐道一经“出道”就要遭遇巅峰赛。而随着阿维塔07、智界的全SUV等车型的亮相,以及明年即将上市的小米SUV,还有已经上市的理想L6、问界M5等,20~30万元这个档位的市场争夺战已经变得异常激烈,“家庭用车”赛道可谓是一片红海,从续航里程、智能驾驶技术,到内饰设计、用户服务,再到空间大小、车型外观等各方面,每个品牌车型都在竭力展示自己的独特之处,以争取消费者的青睐。从乐道发布过后的相关网友反馈来看,不少人对该产品极具“性价比”的预售表达了期待:“如果是没电池,17万能不能卖爆我不知道,但肯定卖得不差”“颜值帅,换电比充电速度优势大多了,价格也香”“我下定了,换电+900W,没什么理由不下单”……当然,在性价比之外,乐道还具备的独家优势曾被李斌归结为:蔚来已经建立起来的服务网络和充换电体系等。李斌称之为“后发制人”策略,即先从高端市场入手,在技术、基础设施、企业体系能力等方面打下坚实的基础,再逐步参与到更为残酷的大众市场竞争中。换句话说,自2016年起蔚来在研发上持续投入的超430亿元换来的超8700件专利,以及蔚来斥巨资建立起来的充换电体系这一“护城河”(自2021年初开始进入到实施落地阶段,蔚来目前拥有2415座换电站,充电桩达到22449根),都将为乐道所用。甚至蔚来还表示,2024年该公司仍会在充换电基础设施领域加大投入,4月将开始布局四代换电站,同时兼容两个品牌。但这些“烧钱”换来的优势,到底能不能通过乐道转化成销量并辅助蔚来实现自我造血暂且不谈,继续“烧钱”加码技术研发和扩大基建范围却已经在乐道开售前被摆在了明面上,结合前文中提到的蔚来重重危机,蔚来现阶段需要面对的问题是,9月份才会正式发布并交付的乐道L60,市场留给它发力“救场”的时间可能已经不多了。如何将新车上市提速,或将是乐道L60“出道”的首要命题。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1303,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3499333703627537","authorId":"3499333703627537","name":"子时屠猪男","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3499333703627537","authorIdStr":"3499333703627537"},"content":"买毛豆Y那是真的跪的时间太长了,老佛爷,时代变了。","text":"买毛豆Y那是真的跪的时间太长了,老佛爷,时代变了。","html":"买毛豆Y那是真的跪的时间太长了,老佛爷,时代变了。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306302691594512,"gmtCreate":1715815502618,"gmtModify":1715823775816,"author":{"id":"4109416008385830","authorId":"4109416008385830","name":"Ohwgo","avatar":"https://static.tigerbbs.com/33ab0fac32f7e1f5ece18a349be8a291","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4109416008385830","authorIdStr":"4109416008385830"},"themes":[],"htmlText":"<a 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data-views=\"0\"></v-v>这个价位,还想竞争?我宁肯对花几万块上个Y,品牌质量外观都比你好,李斌咋想的?有弄了个低端品牌里的豪华车型。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a><v-v data-views=\"0\"></v-v>这个价位,还想竞争?我宁肯对花几万块上个Y,品牌质量外观都比你好,李斌咋想的?有弄了个低端品牌里的豪华车型。","text":"$蔚来(NIO)$ 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这波预计要去3-4块,破了5块就看3-4了,大佬们准备好。","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":15,"repostSize":0,"link":"https://laohu8.com/post/265813173190872","isVote":1,"tweetType":1,"viewCount":1956,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3525121711918404","authorId":"3525121711918404","name":"L情情","avatar":"https://static.tigerbbs.com/7de9b212386ceefd19aca09a2c6061c5","crmLevel":5,"crmLevelSwitch":1,"idStr":"3525121711918404","authorIdStr":"3525121711918404"},"content":"你这种连股票都不买的人欢什么啊!中国品牌你不支持没关系,踩就过分了?汉奸狗!","text":"你这种连股票都不买的人欢什么啊!中国品牌你不支持没关系,踩就过分了?汉奸狗!","html":"你这种连股票都不买的人欢什么啊!中国品牌你不支持没关系,踩就过分了?汉奸狗!"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":262293220888576,"gmtCreate":1705067751345,"gmtModify":1705067752500,"author":{"id":"4109416008385830","authorId":"4109416008385830","name":"Ohwgo","avatar":"https://static.tigerbbs.com/33ab0fac32f7e1f5ece18a349be8a291","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4109416008385830","authorIdStr":"4109416008385830"},"themes":[],"htmlText":"<a 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今天下7块,不用理由,救不了。@百亿身价经验","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":10,"repostSize":1,"link":"https://laohu8.com/post/262293220888576","isVote":1,"tweetType":1,"viewCount":4108,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3529239129680751","authorId":"3529239129680751","name":"游骞桦","avatar":"https://static.tigerbbs.com/efcaf2ee8cef60a737f25894d39f43f3","crmLevel":9,"crmLevelSwitch":0,"idStr":"3529239129680751","authorIdStr":"3529239129680751"},"content":"你也是牛,坚持了一年都在骂蔚来,铁杆黑粉","text":"你也是牛,坚持了一年都在骂蔚来,铁杆黑粉","html":"你也是牛,坚持了一年都在骂蔚来,铁杆黑粉"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":268905996791952,"gmtCreate":1706681687862,"gmtModify":1706864403535,"author":{"id":"4109416008385830","authorId":"4109416008385830","name":"Ohwgo","avatar":"https://static.tigerbbs.com/33ab0fac32f7e1f5ece18a349be8a291","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4109416008385830","authorIdStr":"4109416008385830"},"themes":[],"htmlText":"<a 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蔚来合作的越多争议越大,举个例子,你花40万买的新车,换到了一个吉利10多万的开了五年的旧电池,换谁心里也不舒服,除非改成电池统一租赁,车整体降价,但是又损害了老车主的利益,所以这一步必定充满坎坷,希望你不是蚂蚁金服吧。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":13,"repostSize":0,"link":"https://laohu8.com/post/246607350096080","isVote":1,"tweetType":1,"viewCount":2066,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3503453876825857","authorId":"3503453876825857","name":"源源不绝","avatar":"https://static.tigerbbs.com/a77f42c77c59c4296630b162706ff505","crmLevel":5,"crmLevelSwitch":0,"idStr":"3503453876825857","authorIdStr":"3503453876825857"},"content":"换过的人就知道了,其实你在用的时候,你根本不会关心这块电池用了多久,你的观点根本不成立的","text":"换过的人就知道了,其实你在用的时候,你根本不会关心这块电池用了多久,你的观点根本不成立的","html":"换过的人就知道了,其实你在用的时候,你根本不会关心这块电池用了多久,你的观点根本不成立的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":245037772922960,"gmtCreate":1700838216561,"gmtModify":1700838217694,"author":{"id":"4109416008385830","authorId":"4109416008385830","name":"Ohwgo","avatar":"https://static.tigerbbs.com/33ab0fac32f7e1f5ece18a349be8a291","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4109416008385830","authorIdStr":"4109416008385830"},"themes":[],"htmlText":"<a 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怎么样,快到7了吧我的阿毛@人民币美元一起赚","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/245037772922960","isVote":1,"tweetType":1,"viewCount":1974,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494214634965176","authorId":"3494214634965176","name":"人民币美元一起赚","avatar":"https://static.tigerbbs.com/6845c89d635ab87c3f0eac3271f3d048","crmLevel":1,"crmLevelSwitch":0,"idStr":"3494214634965176","authorIdStr":"3494214634965176"},"content":"你应该去看病了,祥林嫂,脑子和眼睛都去看看","text":"你应该去看病了,祥林嫂,脑子和眼睛都去看看","html":"你应该去看病了,祥林嫂,脑子和眼睛都去看看"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":247291566395544,"gmtCreate":1701411708525,"gmtModify":1701411710655,"author":{"id":"4109416008385830","authorId":"4109416008385830","name":"Ohwgo","avatar":"https://static.tigerbbs.com/33ab0fac32f7e1f5ece18a349be8a291","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4109416008385830","authorIdStr":"4109416008385830"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a>蔚来好像破局必须得有能打的车型诞生,目前来看款款落后,而且合作等于是其他品牌集体大升级,客户选择换电的面更广了,如果换电盈利不够大的话,或者没有拉来投资知识合作,那么等于给其他车企做了嫁衣,所以合作越多,蔚来选择未来的越少,谁都喜欢可以换电的豪车,为什么要选未来呢,销量上不去股价只会更低,大家珍惜能够看到现在的未来吧。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a>蔚来好像破局必须得有能打的车型诞生,目前来看款款落后,而且合作等于是其他品牌集体大升级,客户选择换电的面更广了,如果换电盈利不够大的话,或者没有拉来投资知识合作,那么等于给其他车企做了嫁衣,所以合作越多,蔚来选择未来的越少,谁都喜欢可以换电的豪车,为什么要选未来呢,销量上不去股价只会更低,大家珍惜能够看到现在的未来吧。","text":"$蔚来(NIO)$ 蔚来好像破局必须得有能打的车型诞生,目前来看款款落后,而且合作等于是其他品牌集体大升级,客户选择换电的面更广了,如果换电盈利不够大的话,或者没有拉来投资知识合作,那么等于给其他车企做了嫁衣,所以合作越多,蔚来选择未来的越少,谁都喜欢可以换电的豪车,为什么要选未来呢,销量上不去股价只会更低,大家珍惜能够看到现在的未来吧。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":11,"repostSize":0,"link":"https://laohu8.com/post/247291566395544","isVote":1,"tweetType":1,"viewCount":2695,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000217","authorId":"9000000000000217","name":"花儿对我笑0","avatar":"https://static.tigerbbs.com/709638153318cdfce2439b29cba43798","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000217","authorIdStr":"9000000000000217"},"content":"那我们更多期待一下新的突破车型的出现吧","text":"那我们更多期待一下新的突破车型的出现吧","html":"那我们更多期待一下新的突破车型的出现吧"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":315756228055384,"gmtCreate":1718119762535,"gmtModify":1718162285302,"author":{"id":"4109416008385830","authorId":"4109416008385830","name":"Ohwgo","avatar":"https://static.tigerbbs.com/33ab0fac32f7e1f5ece18a349be8a291","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4109416008385830","authorIdStr":"4109416008385830"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a><v-v data-views=\"0\"></v-v>未来今年起不来就逐渐下坡路走向倒闭了,大家小心。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a><v-v data-views=\"0\"></v-v>未来今年起不来就逐渐下坡路走向倒闭了,大家小心。","text":"$蔚来(NIO)$ 未来今年起不来就逐渐下坡路走向倒闭了,大家小心。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/315756228055384","isVote":1,"tweetType":1,"viewCount":998,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":229792759255272,"gmtCreate":1697120337628,"gmtModify":1697120338753,"author":{"id":"4109416008385830","authorId":"4109416008385830","name":"Ohwgo","avatar":"https://static.tigerbbs.com/33ab0fac32f7e1f5ece18a349be8a291","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4109416008385830","authorIdStr":"4109416008385830"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a><v-v 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问题是根本无法回避,华为主动打上门来理想也躲不过去,除非不做汽车业务","text":"问题大家都不傻,你砸到6美元筹码做多的就会吃进去,5美元照样吃进去,空头也不傻,蔚来靠着换电短期内根本不用担心高端市场地位,其他非换电的赛道有华为这个远比特斯拉的鲶鱼在里面生存都成问题,华为只是稍微炫了一下储备的技术,理想就开大会内部商量如何避免正面碰撞,一句话怂了实在没信心对抗,之前省吃俭用舍不得研发积攒的那点现金在每年2000亿利润的华为面前根本不够看 问题是根本无法回避,华为主动打上门来理想也躲不过去,除非不做汽车业务","html":"问题大家都不傻,你砸到6美元筹码做多的就会吃进去,5美元照样吃进去,空头也不傻,蔚来靠着换电短期内根本不用担心高端市场地位,其他非换电的赛道有华为这个远比特斯拉的鲶鱼在里面生存都成问题,华为只是稍微炫了一下储备的技术,理想就开大会内部商量如何避免正面碰撞,一句话怂了实在没信心对抗,之前省吃俭用舍不得研发积攒的那点现金在每年2000亿利润的华为面前根本不够看 问题是根本无法回避,华为主动打上门来理想也躲不过去,除非不做汽车业务"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306302691594512,"gmtCreate":1715815502618,"gmtModify":1715823775816,"author":{"id":"4109416008385830","authorId":"4109416008385830","name":"Ohwgo","avatar":"https://static.tigerbbs.com/33ab0fac32f7e1f5ece18a349be8a291","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4109416008385830","authorIdStr":"4109416008385830"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a><v-v 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