现在市场逻辑变了！以_老虎社区_美港股上老虎

现在市场逻辑变了！以前炒新能源看补贴，现在看全球渗透率；以前担心价格战，现在发现国产车企玩的是"降本提效"的高端局。

你看零跑用全域自研压低成本，小鹏靠XNGP智能驾驶拉开差距，比亚迪直接全产业链通吃，从电池到芯片自己搞定，连特斯拉都得喊大哥。

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