$蔚来-SW(098_老虎社区_美港股上老虎 - 老虎社区

$蔚来-SW(09866)$ 10交付4.5万辆，11月5万辆，12月5.3万辆，激进不，会不会实现？股价直接起飞，13到16之间，有没有这个可能性？

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

DMD外贸
10-02
DMD外贸
4.5万有点难。
乐道估计还是会在1.5～1.7
蔚来2W
萤火虫0.8
极限是4.5万。
- DMD外贸回复yhyh:
  然后今天就出事儿了，蔚来这股票，真的是……
- yhyh:
  10月份l90的产能到1.5万，加上l60，乐道大概2万，萤火虫0.6万，蔚来es8，1.2万，其他1万，总共4.8万，然后11月es8会增长到1.5万，也就是5.1万，12月也是5.1万，合起来四季度15万
DMD外贸
10-02
DMD外贸
如果l90产能能顺利到1.5W，那么乐道1.8万
萤火虫0.8万
蔚来es81.2的话，其它的0.8万那需要保持降价。

那么10月看到4.6万，但是毛利率改善不了很多，需要在管理，营销端降低支出。
vanhan
10-02
vanhan
有计算的依据吗？还是全凭YY？愿望是好的，但靠空想没有任何意义……
价值投资实践中
10-02
价值投资实践中
或许20+

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