交付这么少市值还20_老虎社区_美港股上老虎 - 老虎社区

交付这么少市值还200多亿美金，那些喷蔚小理来解释一下。$理想汽车(LI)$ $小鹏汽车(XPEV)$ $蔚来(NIO)$

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forcec
2024-01-02
forcec
蔚来季度交付13000的时候市值比它还高，那时炒的是预期，时间越长，越看你的本事，这个时候再谈预期就没几个人信了
- forcec回复悟空888:
  也有这个因素
- 悟空888:
  美国佬的企业有天然优势，就是可以高估
886nba
2024-01-02
886nba
蔚来，交付五年了，200亿人民币的净资产，对应150亿美元的市值。
Rivian，100亿美元的净资产，对应200亿美元市值。
当然了，可以忽略净资产，毕竟蔚来永远不会倒闭，也不会更换决策者
悟空888
2024-01-02
悟空888
我觉得美国企业就是比中国企业估值高，**美国鬼子有天然优势。
能不能别瞎搞
2024-01-03
能不能别瞎搞
你先去理解一下每辆车的毛利率再说话吧

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