$蔚来(NIO)$ _老虎社区_美港股上老虎 - 老虎社区

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官方发言人
2019-07-16

$蔚来(NIO)$ 昨天提前放了消息说会有结构调整。不要问我哪听的。我猜的。我个人认为，niopower（包括各种换电服务）是个拖油瓶也是亏损重灾区，看后面财报，大家猜猜这票想干嘛。亦庄资本也是有条件逐步配资进入。。。关注es6，关注宁德，关注蔚来碳纤维电池包研发进度

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三年后的天空
·2019-07-16
逻辑是啥?niopower剥离是因为亦庄配资要求?还是业务需要?还是为了粉饰财报?可以理解8月5日的财报很可能是蔚来发展过程中一个重要节点...
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- 三年后的天空回复敬辉:
  七月不知道ES6产能释放的如何，其实从补贴降低后的7月开始，ES6新增订单量才是核心，至少在ET7发布前，ES6销量决定了蔚来股价走势.....
  2019-07-17
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- T20211211666回复三年后的天空:
  谢谢~
  2019-07-16
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- 敬辉回复三年后的天空:
  而且由于神马专车一类的企业客户，es8交付也不会差
  2019-07-16
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财神爷显灵
·2019-07-16
虽然不知道你在说什么，但感觉好厉害的亚子
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阿尔卑斯山之秋
·2019-07-16
肯定是加了不少群
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T20211211666
·2019-07-16
所以大胆的猜下后续会涨
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不是我说涨就涨
·2019-07-16
假装懂了…
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