$蔚来(NIO)$ _老虎社区_美港股上老虎

$蔚来(NIO)$ 短期盈利难，先拉升销量是核心。要Q4盈利是不现实的，最简单的点，@理想汽车理想和蔚来定位差不多，车均价也差不多。理想就这么几款车型，研发效率和供应链效率都高得多，还没有换电这个窟窿，就算这样盈利性也没那么好，更不要说一年亏200多亿的蔚来。今年实现月销稳定在3w以上是一个核心里程碑，可以支撑市值到200亿，如果年底真能盈利，市值要破300亿

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