$小鹏汽车(XPEV_老虎社区_美港股上老虎 - 老虎社区

堕落的价投

$小鹏汽车(XPEV)$

$比亚迪股份(01211)$ mona03已经超越比亚迪秦了，智能时代已来，智能汽车代替电动汽车，小鹏未来很有机会代替比亚迪现在的市场地位

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MArvin_Yet
01-05
MArvin_Yet
智能汽车这么卷，我就想问经济环境的当下，真有这么多的客户群体换车吗？卷完之后，池子里还有多少鱼？
- 堕落的价投:
  低价的智能车上量了，L4驾驶才能更快的到来，围绕汽车的智能软件是一个巨大的市场，超过现在的手机市场，因为车的单价比手机高，利润增长点非常庞大，特斯拉估值高也是这个原因$特斯拉(TSLA)$

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