forcec
08-20
$蔚来(NIO)$
L90卖得怎么样，其实都不太影响蔚来了，这点销量的波动，对蔚来基本上杯水车薪，纯电这个市场，目前还是很悲观，蔚小理大概率能活下来一家就不错。影响因素很多，淘汰赛很长也很 残酷，最可怕的是，蔚来没钱了，在这种市场中，没钱就没牌了，今天新能源这个市场，再要有大的融资，基本上不现实了。
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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超速分子
08-20
超速分子
你这观点恕难苟同，只拿全国那么多布好的换电站来说，要倒闭也不是他先。另外L90明明比60在初期准备上变好很多，你直接无视，拿来用利润影响这套说法贬低他毫无起色。产量的提升就算放在马斯克那里，他也是要有一个过程的，不是眨眼就变出来的。
超速分子
回复
forcec
:
你如果看看贾老板，你会觉得一切皆有可能，况且蔚来可选择的路还很多。
forcec
:
一个季度60亿的亏损，靠L90能改变多少？现在每个月都要靠融资，净资产已经负了，太晚了
怒放的羽毛
08-20
怒放的羽毛
蔚来这家公司最差的结局就是被国资收购，这点都看不明白，还天天喊倒闭，什么判断力
超速分子
回复
yashekuangre
:
那你做空就完事了，你快点做空吧，财富自由正向你走来
yashekuangre
回复
超速分子
:
怎么傻乎乎的？你哪只眼睛看到我说看好地产？不自己给自己加戏好吧？还没人做空蔚来，没人做空它怎么从66跌成现在这鸟样的？
yashekuangre
回复
财经梅逻辑
:
从你的网名可以看出你对自己的认知挺到位的[得意]
超速分子
回复
yashekuangre
:
你这么看好地产快去买吧，或者拿出真金白银看空蔚来就完事了，土地财政都翻天覆地了，逻辑都不是以前玩的那套逻辑了，国家层面新能源是战略路线，有什么可以相提并论的？以前是以前，现在是现在。
财经梅逻辑
回复
yashekuangre
:
都是外资？认知呢？
全部10条回复
老虎钳拔掉
08-20
老虎钳拔掉
L90 这个月销量大概率破万，这成绩很不错了，结合 60 和萤火虫，这就两万了。按照这个节奏下去，Q4 不含蔚来主品牌就能卖 3 万 左右。主品牌只需要卖 2 万左右，即可兑现季度盈利
怒放的羽毛
08-20
怒放的羽毛
你这点认知就别出来炒股了
只买特斯拉信仰股
:
我都懒得回贴[开心][开心][开心]
范照
08-21
范照
对蔚来确实很担忧，目前蔚小理也就理想好一点
超速分子
08-20
超速分子
觉得L90交付速度不行的，看图吧
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