乐道8月才交1万6，_老虎社区_美港股上老虎

乐道8月才交1万6，L80年内又跳票，想四季度月销2万5基本做梦。L90提前备货才交1万，远低于预期。四季度产能打满能到2万就谢天谢地，关键看ES8能不能月卖1万3，补上空缺，这盘棋才算稳。 $蔚来(NIO)$ $蔚来-SW(09866)$

蔚来，又行了？

蔚来Q2营收190.09亿元，同比增长9.0%；经调整净亏损为41.27亿元，同比收窄9%。蔚来Q2交付量为72,056台，同比增长25.6%。公司Q3交付指引为87,000台~91,000台，同比增长40.7%~47.1%；Q3营收指引为218.12亿元~228.76亿元，同比增长16.8%~22.5%。【蔚来自7月以来，实现股价翻倍大涨！大家觉得蔚来是否已经成功翻身？】

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。

精彩评论

落日_9734
09-02
落日_9734
L80不是跳票是订单够了产能给其他两个爆款了牌留后手了上升趋势中没必要再出牌
- 买股票的打铁匠:
  L80就算留后手，市场等得久了热情也会凉，订单转化成销量才是硬道理
黑影lj
09-02
黑影lj
很奇怪。谁说今年要出l80的。你这张嘴就来啊？
- 买股票的打铁匠:
  之前消息都这么传L80，我也是按市场普遍预期来说
落日_9734
09-02
落日_9734
L90首月交付一万已经是目前市面上最牛逼的交付，背后看的是供应链管理能力，在L90之前好像是小米首月交付毛8000，L90已经是破纪录了
黑影lj
09-02
黑影lj
首发车辆交付最多的l90，在你这又低于预期了？call多少。你就说吧

发表看法

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