LYUJIAJUN
07-23
$蔚来(NIO)$
一个产品不可能改变基本面,在800v架构下换电已经不可能延续下去
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。
分享至
微信
复制链接
精彩评论
NioBoy
07-23
NioBoy
1、880v有几个桩? 2、都是800v,是不是充电都得排队? 3、排队还是800v的满功率? 4、800v蔚来不也能冲能换? 5、你见过充电自燃爆炸的,换电突破8000万次了,几个着的?
blood
07-23
blood
一万伏又有什么用,车端再大,实际充电桩能支持多少,目前99%充电桩也就50kw左右最大值。。全部替换完最少二十年。就算替换完了和换电也不冲突,换电业务本身也不亏钱。完全没抓住重点,蔚来有问题的是销售策略和服务策略。这次l90不就小爆了,产品线一个月1w基本就能活下去,砍掉无用的支出和研发
空降队长
07-23
空降队长
喝了多少? 800V影响换电?增程可以加油影响了充电? 多一个选择!
LukeJia
07-23
LukeJia
乐道L90,大型纯电suv里空间,功能,性价比,无敌存在。
守得云开
07-23
守得云开
讲过笑话:蔚来3.0代 (含乐道)都是925V架构
炽热豆虎
07-24
炽热豆虎
额。等着看
查看全部13条评论
APP内打开
发表看法
13
4
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":459637105094800,"tweetId":"459637105094800","gmtCreate":1753253235245,"gmtModify":1753253540781,"author":{"id":4110808100746370,"idStr":"4110808100746370","authorId":4110808100746370,"authorIdStr":"4110808100746370","name":"LYUJIAJUN","avatar":"https://static.tigerbbs.com/2220ef5a2a223cf74e617bf4f0e60b1c","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":1,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a> 一个产品不可能改变基本面,在800v架构下换电已经不可能延续下去</body></html>","htmlText":"<html><head></head><body><a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a> 一个产品不可能改变基本面,在800v架构下换电已经不可能延续下去</body></html>","text":"$蔚来(NIO)$ 一个产品不可能改变基本面,在800v架构下换电已经不可能延续下去","highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":13,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/459637105094800","repostId":0,"isVote":1,"tweetType":1,"viewCount":4424,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NIO","09866"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":70,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":459661930635968,"commentId":"459661930635968","gmtCreate":1753258931481,"gmtModify":1753259243867,"authorId":3455083111385126,"author":{"id":3455083111385126,"idStr":"3455083111385126","authorId":3455083111385126,"name":"NioBoy","avatar":"https://static.tigerbbs.com/6727bae728d994eb6a16bbed5e69c84c","vip":1,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-1","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资经理虎","description":"证券账户累计交易金额达到10万美元","bigImgUrl":"https://static.tigerbbs.com/c8dfc27c1ee0e25db1c93e9d0b641101","smallImgUrl":"https://static.tigerbbs.com/f43908c142f8a33c78f5bdf0e2897488","grayImgUrl":"https://static.tigerbbs.com/82165ff19cb8a786e8919f92acee5213","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"60.02%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1101},"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":7,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":459637105094800,"objectIdStr":"459637105094800","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"1、880v有几个桩? 2、都是800v,是不是充电都得排队? 3、排队还是800v的满功率? 4、800v蔚来不也能冲能换? 5、你见过充电自燃爆炸的,换电突破8000万次了,几个着的?","text":"1、880v有几个桩? 2、都是800v,是不是充电都得排队? 3、排队还是800v的满功率? 4、800v蔚来不也能冲能换? 5、你见过充电自燃爆炸的,换电突破8000万次了,几个着的?","html":"1、880v有几个桩? 2、都是800v,是不是充电都得排队? 3、排队还是800v的满功率? 4、800v蔚来不也能冲能换? 5、你见过充电自燃爆炸的,换电突破8000万次了,几个着的?","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":459641994600560,"commentId":"459641994600560","gmtCreate":1753254636197,"gmtModify":1753258912629,"authorId":3513950802823958,"author":{"id":3513950802823958,"idStr":"3513950802823958","authorId":3513950802823958,"name":"blood","avatar":"https://static.tigerbbs.com/fb8f62709be0ccaa582a0c0cafc5e6b8","vip":1,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.08.16","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"hat":"https://static.tigerbbs.com/f84d87792f02cf78e80ee34979fd31e5","crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":459637105094800,"objectIdStr":"459637105094800","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"一万伏又有什么用,车端再大,实际充电桩能支持多少,目前99%充电桩也就50kw左右最大值。。全部替换完最少二十年。就算替换完了和换电也不冲突,换电业务本身也不亏钱。完全没抓住重点,蔚来有问题的是销售策略和服务策略。这次l90不就小爆了,产品线一个月1w基本就能活下去,砍掉无用的支出和研发","text":"一万伏又有什么用,车端再大,实际充电桩能支持多少,目前99%充电桩也就50kw左右最大值。。全部替换完最少二十年。就算替换完了和换电也不冲突,换电业务本身也不亏钱。完全没抓住重点,蔚来有问题的是销售策略和服务策略。这次l90不就小爆了,产品线一个月1w基本就能活下去,砍掉无用的支出和研发","html":"一万伏又有什么用,车端再大,实际充电桩能支持多少,目前99%充电桩也就50kw左右最大值。。全部替换完最少二十年。就算替换完了和换电也不冲突,换电业务本身也不亏钱。完全没抓住重点,蔚来有问题的是销售策略和服务策略。这次l90不就小爆了,产品线一个月1w基本就能活下去,砍掉无用的支出和研发","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":459673050861944,"commentId":"459673050861944","gmtCreate":1753262082194,"gmtModify":1753262303616,"authorId":3471692984631918,"author":{"id":3471692984631918,"idStr":"3471692984631918","authorId":3471692984631918,"name":"空降队长","avatar":"https://static.tigerbbs.com/a9676bf36b9a8d34ee96db77d9ef2f22","vip":1,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-2","templateUuid":"35ec162348d5460f88c959321e554969","name":"宗师交易员","description":"证券或期货账户累计交易次数达到100次","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.08.06","exceedPercentage":"80.37%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":8,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":459637105094800,"objectIdStr":"459637105094800","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"喝了多少? 800V影响换电?增程可以加油影响了充电? 多一个选择!","text":"喝了多少? 800V影响换电?增程可以加油影响了充电? 多一个选择!","html":"喝了多少? 800V影响换电?增程可以加油影响了充电? 多一个选择!","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":459708647837776,"commentId":"459708647837776","gmtCreate":1753270573014,"gmtModify":1753276061888,"authorId":4108704302196250,"author":{"id":4108704302196250,"idStr":"4108704302196250","authorId":4108704302196250,"name":"LukeJia","avatar":"https://static.tigerbbs.com/751c5b2d2b90dc2c8434353b2a79c951","vip":1,"crmLevel":8,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":459637105094800,"objectIdStr":"459637105094800","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"乐道L90,大型纯电suv里空间,功能,性价比,无敌存在。","text":"乐道L90,大型纯电suv里空间,功能,性价比,无敌存在。","html":"乐道L90,大型纯电suv里空间,功能,性价比,无敌存在。","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":459699745350304,"commentId":"459699745350304","gmtCreate":1753268084567,"gmtModify":1753268423637,"authorId":3568286636444403,"author":{"id":3568286636444403,"idStr":"3568286636444403","authorId":3568286636444403,"name":"守得云开","avatar":"https://static.tigerbbs.com/da231d0c90868931ae579e3bf2a846e9","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":459637105094800,"objectIdStr":"459637105094800","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"讲过笑话:蔚来3.0代 (含乐道)都是925V架构","text":"讲过笑话:蔚来3.0代 (含乐道)都是925V架构","html":"讲过笑话:蔚来3.0代 (含乐道)都是925V架构","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":460215427268624,"commentId":"460215427268624","gmtCreate":1753327172848,"gmtModify":1753331574045,"authorId":4216429956992902,"author":{"id":4216429956992902,"idStr":"4216429956992902","authorId":4216429956992902,"name":"炽热豆虎","avatar":"https://static.tigerbbs.com/d690eab9a7a35e084ca4c519397b0910","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":459637105094800,"objectIdStr":"459637105094800","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"额。等着看","text":"额。等着看","html":"额。等着看","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/459637105094800"}
精彩评论