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纳斯达克反指王
2020-10-18

$蔚来(NIO)$我的理解，新能源汽车真正的核心其实是互联化、智能化，而不是电动化。

否则光换个动力系统的事，汽车仍然逃不出工业产品的命、智能化和互联化使汽车从工业产品转向了智能产品。所以车企的估值才会远区别于传统车企；这个也可以解释为什么蔚来几千辆销量的估值能去追赶上BYD、特斯拉能值4000亿。$比亚迪(002594)$BYD的电动化确有核心技术，但是车辆智能互联化仍然还停留在传统汽车范畴

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。

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吼吼猴
·2020-10-18
比亚迪不是跟华为合作了系统？不了解具体情况不做评价
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- 纳斯达克反指王:
  所谓合作等有结果再说吧
  2020-10-18
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归去来么
·2020-10-19
国家摆脱石油钳制的机会就靠电动化了
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- 纳斯达克反指王:
  我的意思是，蔚来特斯拉的估值模式，不仅是电动化还有智能化和网联化；对比的BYD的估值模式
  2020-10-19
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高嘉彤
·2020-10-18
闭嘴买就完了
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- 高嘉彤回复纳斯达克反指王:
  今晚看我印钱来拉你准备梭哈吧
  2020-10-19
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- 纳斯达克反指王:
  主席，印点刀给我买
  2020-10-19
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霞之丘诗羽毛
·2020-10-18
你知道电动化的市场有多大么？
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- 纳斯达克反指王:
  你知道嘛？
  2020-10-18
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皖西木子
·2020-10-19
是的
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