$理想汽车(LI)$_老虎社区_美港股上老虎

简而言之，我对理想汽车目前的状况感到担忧，它面临许多潜在风险，我对它的前景不太看好。增程和纯电两个赛道同时被卷，使得目前唯一可行的策略似乎是通过降价来追求5万辆的销售目标，尽管这种销售水平可能并不具备可持续性。

据蔚来汽车公告，2024年9月交付汽车21181辆，同比增长35.4%。截至2024年9月的三个月，交付了汽车61855辆，同比增长11.6%。此前消息面上，蔚来获战略投资者对蔚来中国33亿元投资。【9月各车企交付量创新高，蔚来股价能否利好？你看好蔚来后市吗？】

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。

精彩评论

东东刘
2024-01-02
东东刘
您说的是一般逻辑，供应链逻辑是：有些降价是没利润了，有些降价带来了销量的增加，量的增加降低了供应链成本，利润没降。具体看财报吧。
心太乱
2024-01-02
心太乱
人家降价还能有利润，单车售价也三十万以上。

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":258757636948008,"tweetId":"258757636948008","gmtCreate":1704196974372,"gmtModify":1704196976615,"author":{"id":9000000000000281,"idStr":"9000000000000281","authorId":9000000000000281,"authorIdStr":"9000000000000281","name":"林德布格","avatar":"https://static.tigerbbs.com/c78412ecc02fe87e03967820091d8cad","vip":8,"userType":8,"introduction":"运营账号","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":19,"starInvestorFlag":false},"themes":[{"themeId":"3da37052c0ea40c3af204597bb51d632","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"9月交付量出炉！能否利好蔚来股价？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":3da37052c0ea40c3af204597bb51d632}&rnconfig={\"headerBarHidden\": true}","description":"据蔚来汽车公告，2024年9月交付汽车21181辆，同比增长35.4%。截至2024年9月的三个月，交付了汽车61855辆，同比增长11.6%。此前消息面上，蔚来获战略投资者对蔚来中国33亿元投资。【9月各车企交付量创新高，蔚来股价能否利好？你看好蔚来后市吗？】","image":"https://static.tigerbbs.com/4e97caa3e3b01857a42cc3e5109c1e2b"}],"images":[{"img":"https://static.tigerbbs.com/6bc650cd5af2a54e0f7ded905835e898","width":"789","height":"720"}],"coverImages":[{"img":"https://static.tigerbbs.com/6bc650cd5af2a54e0f7ded905835e898","width":"789","height":"720"}],"html":"<html><head></head><body><a title=\"$理想汽车(LI)$\" class=\"link rich-text-anchor __anchor-intercept-flag__ text-content-link\" target=\"_blank\" href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> 简而言之，我对理想汽车目前的状况感到担忧，它面临许多潜在风险，我对它的前景不太看好。增程和纯电两个赛道同时被卷，使得目前唯一可行的策略似乎是通过降价来追求5万辆的销售目标，尽管这种销售水平可能并不具备可持续性。<img src=\"https://static.tigerbbs.com/6bc650cd5af2a54e0f7ded905835e898\" tg-width=\"789\" tg-height=\"720\"></body></html>","htmlText":"<html><head></head><body><a title=\"$理想汽车(LI)$\" class=\"link rich-text-anchor __anchor-intercept-flag__ text-content-link\" target=\"_blank\" href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> 简而言之，我对理想汽车目前的状况感到担忧，它面临许多潜在风险，我对它的前景不太看好。增程和纯电两个赛道同时被卷，使得目前唯一可行的策略似乎是通过降价来追求5万辆的销售目标，尽管这种销售水平可能并不具备可持续性。<img src=\"https://static.tigerbbs.com/6bc650cd5af2a54e0f7ded905835e898\" tg-width=\"789\" tg-height=\"720\"></body></html>","text":"$理想汽车(LI)$ 简而言之，我对理想汽车目前的状况感到担忧，它面临许多潜在风险，我对它的前景不太看好。增程和纯电两个赛道同时被卷，使得目前唯一可行的策略似乎是通过降价来追求5万辆的销售目标，尽管这种销售水平可能并不具备可持续性。","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/258757636948008","repostId":0,"isVote":1,"tweetType":1,"viewCount":2289,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["LI","02015"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":true,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":216,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":258783787192544,"commentId":"258783787192544","gmtCreate":1704209609689,"gmtModify":1704209613162,"authorId":3561632556539702,"author":{"id":3561632556539702,"idStr":"3561632556539702","authorId":3561632556539702,"name":"东东刘","avatar":"https://static.tigerbbs.com/509ca097d7e953a1b2f39b646d047763","vip":1,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-2","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"资深虎友","description":"加入老虎社区1000天","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.05.25","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":258757636948008,"objectIdStr":"258757636948008","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"您说的是一般逻辑，供应链逻辑是：有些降价是没利润了，有些降价带来了销量的增加，量的增加降低了供应链成本，利润没降。具体看财报吧。","text":"您说的是一般逻辑，供应链逻辑是：有些降价是没利润了，有些降价带来了销量的增加，量的增加降低了供应链成本，利润没降。具体看财报吧。","html":"您说的是一般逻辑，供应链逻辑是：有些降价是没利润了，有些降价带来了销量的增加，量的增加降低了供应链成本，利润没降。具体看财报吧。","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":258777461039376,"commentId":"258777461039376","gmtCreate":1704208117384,"gmtModify":1704208121218,"authorId":3462077538108273,"author":{"id":3462077538108273,"idStr":"3462077538108273","authorId":3462077538108273,"name":"心太乱","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":258757636948008,"objectIdStr":"258757636948008","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"人家降价还能有利润，单车售价也三十万以上。","text":"人家降价还能有利润，单车售价也三十万以上。","html":"人家降价还能有利润，单车售价也三十万以上。","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/258757636948008"}