$蔚来(NIO)$ _老虎社区_美港股上老虎

fincc
06-26

$蔚来(NIO)$ 互联网是有记忆的，早在2021年就因销量拉垮找过产能的借口，但凡早一点的股民都清楚。不要说f2，单单是f1的产能2年前就升级到30万了。现在两个厂的设计产能加起来是60万。如果今天一个月不到两万的订单，还说产能不足，唯一的解释就是销量长期根本没有支撑起产能，导致开工不足，短期无法提升。

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