$Rivian Au_老虎社区_美港股上老虎

Mirabella
2022-01-11

$Rivian Automotive, Inc.(RIVN)$继续看好Rivian。好赛道，好产品，好管理团队，资本充足。造车第一个季度少交付两百两，过五年看，这算多大的事儿？传统车企转型电车根本没有投资价值，他们是一边增加电车销量，一边油车销量下滑，一个近乎零和游戏的转型。只有造车新势力是从零到一，从一到一百。未来新市场格局基本就是多出几家新势力，几个传统车企转型成功，少几个不成功的传统车企，再死几个资本不足的新势力。全球汽车销售总量含电车，继续下滑，电车增加油车减少。我赌Rivian能成功，因为他们手里现金最多！

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