$蔚来(NIO)$感_老虎社区_美港股上老虎

SHMC
2020-11-13

$蔚来(NIO)$感觉现在没进场的，只适合期权赌一把[笑哭]。这俩月销售数据肯定增长的，销售鼓吹年底购置税或拍照政策可能取消，上海限行扩大等。关键明年的销售数据增长率不确定性很高。如果年底发布的轿车基于现在的平台，那所谓的智能和软件在明年将处于中等偏下水平，毕竟现有平台的硬件冗余不足，对销售会有影响。

如果轿车基于第二代平台，那交付必将在21年底甚至22年初，在这段过渡期，目前的三款车能否支撑预计中的增长值得期待。现在同比增长很多，那是因为去年实在太惨了。。。

不过近期故事点很多，11，12月销售增长，可能的新工厂建设等等。明年拭目以待~如果说盲猜，我猜7成明年股价会在60以内~晚安，兄弟们，请勿喷[笑哭]

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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wdada
·2020-11-15
期权还是算了，
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小小韭菜一枚
·2020-11-14
转了
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Dejavuzc
·2020-11-15
有点，
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牛熊哥
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顶
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LeoFang
·2020-11-14
牛
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劉建明
·2020-11-13
中肯
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