望桐路
03-31
$蔚来(NIO)$
蔚来一定是下一个倒闭的汽车公司（连被收购都没人要），已经注定的，无解。原因：1.换电只能自己玩，其他车企不跟进，就像丰田氢能源一家自己也玩不起来，2.换电不是未来的发展趋势，超充才是，（叠加固态电池2027装车）3.李斌的固执，他应该是知道方向错了，但不敢回头，前面填进去的天量的资本，全国3000座换电，用什么回本？4.产品线有点杂乱，定位不对。没有竞争力的产品…
瑞穗下调蔚来分析师评级和目标价
瑞穗维持蔚来的中性评级，并将目标价从每股5.00美元下调至4.20美元。
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。
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PJPJPJJJ
04-01
PJPJPJJJ
一本正经的胡说八道，能说出这些话的，一看就是对新能源行业一窍不通的小白，还固态2027年装车都来了，你知道现在唯一商用的干固态电池是谁吗？还超充，你知道全世界布充电桩最多的车企是谁吗？还其他车企不跟，你知道换电联盟吗？什么都不懂就在那瞎逼逼。前天央妈报道蔚来的换电模式知道是什么政治含义吗？
望桐路
:
你就是个嗅**，你买多啊
blood
04-01
blood
你都没搞清楚这公司为什么亏就别大放厥词了吧。蔚来的营销费用是其他同类车企的2-3倍。就这点把所有利润都吃死了。关键是营销团队和管理团队就是一坨屎，搞什么子品牌新车能卖出去就有鬼了设计平庸换电还不通用。至于换电站很久之前就不是重点了，换电是加分项。
blood
:
营销费不是广告费，只是包含。牛屋还有各种活动反正乱七八糟很浪费[微笑]另外现在蔚来的宣传也不行钱都白砸了
forcec
:
有没有可能营销费下来，销量更低亏损更大？
永长红
03-31
永长红
小编无脑，什么充电比换电快。
望桐路
:
你就是个**，回井里去吧
林盛田
04-01
林盛田
基本都说到点子上，无解了。前两天我也是刚刚割肉，亏惨了。还会继续跌，现在买蔚来汽车就当做是买彩票，以小博大
黑马一杰
04-01
黑马一杰
只能说蔚来留给大家上车的时间不多了，今年股价一百是起步
大鱼海棠_4922
04-01
大鱼海棠_4922
我觉得换电才是蔚来的护城河，但是蔚来内部管理太差了 乱搞研发
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