金鑫财经
02-05
这么说吧，盘前11%的涨幅只是开胃菜。2026年还有ES9、ES7、乐道L80三款新车，全年Non-GAAP盈利目标毛利率稳在20%。从单季盈利到全年盈利，这趋势一旦形成，估值重构的力量你们懂的，我继续加仓。
$蔚来(NIO)$
$蔚来-SW(09866)$
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Q无情的枪
02-05
Q无情的枪
全尺寸suv 没技术含量 今年他家好卖 明年另一家卷价格配置。 不看好。
小牛牛来啦
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tan_7418
:
怕是铺新电池的钱都拿不出来，还换电？
Q无情的枪
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tan_7418
:
理想i9 比你出便宜一点。量就被抢走了 消费者不是傻子 纯电大零跑 都能造 友商太会模仿了。连丰田海外都有汉兰达plus。蔚来有丰田那么牛逼的自产自销能力极致压缩成本能力吗。
forcec
:
正解
tan_7418
:
那你就说错了，纯电全尺寸suv还真只有换电的蔚来敢弄，只要产品力跟上市场，大suv只能换电
赵脑斧
02-05
赵脑斧
晒单
什么也没有了～
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