看了斌子的媒体会，才_老虎社区_美港股上老虎

2025-11-27

看了斌子的媒体会，才明白为啥11月开始汽车股一路下跌。原来机构早就知道需求不行了，这是整个行业的问题。NIO因为有ES8，情况稍微好点。明年斌子不拼规模了，要拼质量，这是个好消息 $蔚来(NIO)$ $蔚来-SW(09866)$

蔚来财报提振了市场对新能源汽车行业盈利拐点及企业基本面改善的预期，加之汽车出口数据增长，锂电储能大涨。理想汽车Q4营收同比下降35%，毛利率环比回升至16.8%，自由现金流转正。大家看好近期新能源、锂电板块涨势吗？蔚小理财报陆续发布，你更看好哪家表现？

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

只买信仰股
2025-11-28
只买信仰股
涨太多了获利出货回调一下
forcec
2025-11-28
forcec
没有规模何来质量

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