$蔚来(NIO)$ _老虎社区_美港股上老虎 - 老虎社区

8
9
收藏

灬ccXo
2023-11-22

$蔚来(NIO)$ 有关换电的一些自我理解

1.长安的进场，说明国家队的方向，长期看这个是件好事，越多国家队的站场，越说明换电的上下兼容性，但是这件事姑且暂时看成新老交替的丝绸之路吧，因为整体的回报绝不可能在短期，参照一带一路，如果是几年就可以成的话，那也不至于全球在一带一路上还有那么多底层国家了。

2.换电的模式在于可以让更多人多一个选择，可以更合理的安排资源，试想一下全国有多少房产不具备安装充电桩，或者是安装了并不能满足高效快速补能的能力，而全国每天又有多少电能的产出，短期还好，但是当全面禁油车的时代来临时快速切换，到那时再去布局，显然不可能

3.社会层面，全国那么多私家车，充电枪的全面覆盖到每个车位还不如多几个补能的选择，在一定程度上也能缓解用电压力，毕竟换电站也是个合理的小型储能站

不过都只是点个人见解，应该还有一些其他层面的内容，简洁来说，换电是有必要的，如果一定要用智能手机发展的进程去看，短期还做不到完全脱离有换电的一步，毕竟当年的智能手机之路，苹果也是后起之秀

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

8

举报

评论（9）

推荐
最新

骑母猪闯红灯
·2023-11-22
精彩
现在蔚来最大的问题是现金流问题
回复
点赞
举报
收起
- 灬ccXo:
  你觉得国家队进场后他还缺么？
  2023-11-22
  回复
  举报
港谷小子
·2023-11-22
精彩
江湖传闻蔚来的现金流好像出了问题
回复
点赞
举报
收起
- 灬ccXo:
  江湖传闻的很多问题，禁不起推敲
  2023-11-22
  回复
  举报
- 灬ccXo:
  现金流短期季度来说有压力，但不会是有问题
  2023-11-22
  回复
  举报
栋哥
·2023-11-22
手中有他的股票，咱们也算是同一战线了
回复
点赞
举报
百亿身价经验
·2023-11-22
换电绝对没有问题，蔚来的问题不在于换电
回复
点赞
举报
说你逗你还真逗00
·2023-11-22
国家队的方向还是可以跟一把的
回复
点赞
举报
超越666888
·2023-11-22
阅
回复
点赞
举报

热议股票

关于我们·老虎社区守则·老虎社区账号管理规范·老虎社区服务协议·老虎社区隐私政策

公司名称：北京至简风宜信息技术有限公司

违法和不良信息投诉：010-5681-3562（工作时间9:30-18:30）

邮箱：service@laohu8.com

老虎社区侵权投诉指引

中国互联网举报中心·北京互联网举报中心

网络谣言曝光台·扫黄打非举报中心

网络110报警服务

© 2018-2024 老虎社区版权所有

营业执照：91110105MA01A4U55R

ICP备：京ICP备18016422号

网安备：京公网安备11010502036490

qrcode

关注我们

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":244119018483944,"tweetId":"244119018483944","gmtCreate":1700613917543,"gmtModify":1700618181588,"author":{"id":3533075364211898,"idStr":"3533075364211898","authorId":3533075364211898,"authorIdStr":"3533075364211898","name":"灬ccXo","avatar":"https://static.tigerbbs.com/95ce736717458af6c30ba3ac72a6e75c","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":6,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p><a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v>有关换电的一些自我理解</p>\n<p>1.长安的进场，说明国家队的方向，长期看这个是件好事，越多国家队的站场，越说明换电的上下兼容性，但是这件事姑且暂时看成新老交替的丝绸之路吧，因为整体的回报绝不可能在短期，参照一带一路，如果是几年就可以成的话，那也不至于全球在一带一路上还有那么多底层国家了。</p>\n<p>2.换电的模式在于可以让更多人多一个选择，可以更合理的安排资源，试想一下全国有多少房产不具备安装充电桩，或者是安装了并不能满足高效快速补能的能力，而全国每天又有多少电能的产出，短期还好，但是当全面禁油车的时代来临时快速切换，到那时再去布局，显然不可能</p>\n<p>3.社会层面，全国那么多私家车，充电枪的全面覆盖到每个车位还不如多几个补能的选择，在一定程度上也能缓解用电压力，毕竟换电站也是个合理的小型储能站</p>\n<p>不过都只是点个人见解，应该还有一些其他层面的内容，简洁来说，换电是有必要的，如果一定要用智能手机发展的进程去看，短期还做不到完全脱离有换电的一步，毕竟当年的智能手机之路，苹果也是后起之秀</p></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v>有关换电的一些自我理解</p>\n<p>1.长安的进场，说明国家队的方向，长期看这个是件好事，越多国家队的站场，越说明换电的上下兼容性，但是这件事姑且暂时看成新老交替的丝绸之路吧，因为整体的回报绝不可能在短期，参照一带一路，如果是几年就可以成的话，那也不至于全球在一带一路上还有那么多底层国家了。</p>\n<p>2.换电的模式在于可以让更多人多一个选择，可以更合理的安排资源，试想一下全国有多少房产不具备安装充电桩，或者是安装了并不能满足高效快速补能的能力，而全国每天又有多少电能的产出，短期还好，但是当全面禁油车的时代来临时快速切换，到那时再去布局，显然不可能</p>\n<p>3.社会层面，全国那么多私家车，充电枪的全面覆盖到每个车位还不如多几个补能的选择，在一定程度上也能缓解用电压力，毕竟换电站也是个合理的小型储能站</p>\n<p>不过都只是点个人见解，应该还有一些其他层面的内容，简洁来说，换电是有必要的，如果一定要用智能手机发展的进程去看，短期还做不到完全脱离有换电的一步，毕竟当年的智能手机之路，苹果也是后起之秀</p></body></html>","text":"$蔚来(NIO)$ 有关换电的一些自我理解 1.长安的进场，说明国家队的方向，长期看这个是件好事，越多国家队的站场，越说明换电的上下兼容性，但是这件事姑且暂时看成新老交替的丝绸之路吧，因为整体的回报绝不可能在短期，参照一带一路，如果是几年就可以成的话，那也不至于全球在一带一路上还有那么多底层国家了。 2.换电的模式在于可以让更多人多一个选择，可以更合理的安排资源，试想一下全国有多少房产不具备安装充电桩，或者是安装了并不能满足高效快速补能的能力，而全国每天又有多少电能的产出，短期还好，但是当全面禁油车的时代来临时快速切换，到那时再去布局，显然不可能 3.社会层面，全国那么多私家车，充电枪的全面覆盖到每个车位还不如多几个补能的选择，在一定程度上也能缓解用电压力，毕竟换电站也是个合理的小型储能站 不过都只是点个人见解，应该还有一些其他层面的内容，简洁来说，换电是有必要的，如果一定要用智能手机发展的进程去看，短期还做不到完全脱离有换电的一步，毕竟当年的智能手机之路，苹果也是后起之秀","highlighted":1,"essential":2,"paper":1,"likeSize":8,"commentSize":9,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/244119018483944","repostId":0,"isVote":1,"tweetType":1,"viewCount":5143,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NIO","09866"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":834,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":244216485384264,"commentId":"244216485384264","gmtCreate":1700660296175,"gmtModify":1700660299942,"authorId":9000000000000625,"author":{"id":9000000000000625,"idStr":"9000000000000625","authorId":9000000000000625,"name":"骑母猪闯红灯","avatar":"https://static.tigerbbs.com/755733cbc3b26020a558f49d6dcb6fc4","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":244119018483944,"objectIdStr":"244119018483944","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"<p>现在蔚来最大的问题是现金流问题</p>","text":"<p>现在蔚来最大的问题是现金流问题</p>","html":"<p>现在蔚来最大的问题是现金流问题</p>","likeSize":0,"commentSize":1,"subComments":[{"id":244310628561096,"commentId":"244310628561096","gmtCreate":1700660833654,"gmtModify":1700660837581,"authorId":3533075364211898,"author":{"id":3533075364211898,"idStr":"3533075364211898","authorId":3533075364211898,"name":"灬ccXo","avatar":"https://static.tigerbbs.com/95ce736717458af6c30ba3ac72a6e75c","vip":1,"hat":"https://static.tigerbbs.com/acebb9722806729a38c10fe7cde46b94","crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":244119018483944,"objectIdStr":"244119018483944","type":1,"supId":244216485384264,"supIdStr":"244216485384264","prevId":0,"prevIdStr":"0","content":"你觉得国家队进场后他还缺么？","text":"你觉得国家队进场后他还缺么？","html":"你觉得国家队进场后他还缺么？"}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0},{"id":244216410312776,"commentId":"244216410312776","gmtCreate":1700660277848,"gmtModify":1700660281508,"authorId":9000000000000304,"author":{"id":9000000000000304,"idStr":"9000000000000304","authorId":9000000000000304,"name":"港谷小子","avatar":"https://static.tigerbbs.com/99d4f8ffcd5c7dbdf55c839a078f4f66","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":244119018483944,"objectIdStr":"244119018483944","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"<p>江湖传闻蔚来的现金流好像出了问题</p>","text":"<p>江湖传闻蔚来的现金流好像出了问题</p>","html":"<p>江湖传闻蔚来的现金流好像出了问题</p>","likeSize":0,"commentSize":2,"subComments":[{"id":244311204622616,"commentId":"244311204622616","gmtCreate":1700660936670,"gmtModify":1700661089969,"authorId":3533075364211898,"author":{"id":3533075364211898,"idStr":"3533075364211898","authorId":3533075364211898,"name":"灬ccXo","avatar":"https://static.tigerbbs.com/95ce736717458af6c30ba3ac72a6e75c","vip":1,"hat":"https://static.tigerbbs.com/acebb9722806729a38c10fe7cde46b94","crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":244119018483944,"objectIdStr":"244119018483944","type":1,"supId":244216410312776,"supIdStr":"244216410312776","prevId":0,"prevIdStr":"0","content":"江湖传闻的很多问题，禁不起推敲","text":"江湖传闻的很多问题，禁不起推敲","html":"江湖传闻的很多问题，禁不起推敲"},{"id":244311003197680,"commentId":"244311003197680","gmtCreate":1700660864872,"gmtModify":1700660868559,"authorId":3533075364211898,"author":{"id":3533075364211898,"idStr":"3533075364211898","authorId":3533075364211898,"name":"灬ccXo","avatar":"https://static.tigerbbs.com/95ce736717458af6c30ba3ac72a6e75c","vip":1,"hat":"https://static.tigerbbs.com/acebb9722806729a38c10fe7cde46b94","crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":244119018483944,"objectIdStr":"244119018483944","type":1,"supId":244216410312776,"supIdStr":"244216410312776","prevId":0,"prevIdStr":"0","content":"现金流短期季度来说有压力，但不会是有问题","text":"现金流短期季度来说有压力，但不会是有问题","html":"现金流短期季度来说有压力，但不会是有问题"}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0},{"id":244216611098696,"commentId":"244216611098696","gmtCreate":1700660326869,"gmtModify":1700660330500,"authorId":3479274694556928,"author":{"id":3479274694556928,"idStr":"3479274694556928","authorId":3479274694556928,"name":"栋哥","avatar":"https://static.tigerbbs.com/4d8c624463b4c9a72b92ec0e1653d144","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":244119018483944,"objectIdStr":"244119018483944","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"<p>手中有他的股票，咱们也算是同一战线了</p>","text":"<p>手中有他的股票，咱们也算是同一战线了</p>","html":"<p>手中有他的股票，咱们也算是同一战线了</p>","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":244247071228144,"commentId":"244247071228144","gmtCreate":1700645256472,"gmtModify":1700645260295,"authorId":3572130445577337,"author":{"id":3572130445577337,"idStr":"3572130445577337","authorId":3572130445577337,"name":"百亿身价经验","avatar":"https://static.tigerbbs.com/e0632ad189c6299680913be65096ba4a","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":244119018483944,"objectIdStr":"244119018483944","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"换电绝对没有问题，蔚来的问题不在于换电","text":"换电绝对没有问题，蔚来的问题不在于换电","html":"换电绝对没有问题，蔚来的问题不在于换电","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":244216322007112,"commentId":"244216322007112","gmtCreate":1700660256290,"gmtModify":1700660259930,"authorId":9000000000000697,"author":{"id":9000000000000697,"idStr":"9000000000000697","authorId":9000000000000697,"name":"说你逗你还真逗00","avatar":"https://static.tigerbbs.com/82edc4968feb7c0c481f5ad38d9a498b","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":244119018483944,"objectIdStr":"244119018483944","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"<p>国家队的方向还是可以跟一把的</p>","text":"<p>国家队的方向还是可以跟一把的</p>","html":"<p>国家队的方向还是可以跟一把的</p>","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":244163179626696,"commentId":"244163179626696","gmtCreate":1700624835370,"gmtModify":1700624838919,"authorId":4120115595748460,"author":{"id":4120115595748460,"idStr":"4120115595748460","authorId":4120115595748460,"name":"超越666888","avatar":"https://static.tigerbbs.com/c7091f180a159a1aca5e96e89241744c","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":244119018483944,"objectIdStr":"244119018483944","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"阅","text":"阅","html":"阅","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0}],"hasMoreComment":true,"orderType":2}