HongCha_CN
2022-07-22
$蔚来(NIO)$
从1月买入蔚来到现在，账面亏了10W美元。如果有闲钱，投其他美国公司吧。
这玩意基本不会反弹。市场乐观，大多数股票上涨，它也只会跌。别人都跌，它就会跌的更猛。
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银河Mars
2022-07-23
银河Mars
还是要等月交付量有突破。上半年每个月都因为各种主动被动原因影响，也就6月交付刚恢复到正常预期
HongCha_CN
:
6月的交付量有部分可能是上海封锁没交付出去的车，所以6月有了新纪录。
7月担忧。
8月ES7，9月ET5。他们大概率会像ET7一样有爬产过程，检验做工问题。要达到质量稳定的生产和交付，目测也是11月左右甚至12月的事情了。
forcec
2022-07-22
forcec
为啥不买特斯拉
forcec
回复
HongCha_CN
:
我跟你一样 只有美国公司賺钱，中概股没有一支賺钱
HongCha_CN
回复
So_1929
:
兄弟，你说的很对。割吧，几乎把这两年赚的全送回去了。不割吧，心存一丝希望，毕竟还有半年时间再看看后面有啥利好。属实无奈。
So_1929
回复
HongCha_CN
:
去年开始，就要远离中钙了，这个大方向没看明白，真的没办法兄弟
HongCha_CN
:
玩了两年多美股，钱都是美国公司的股票挣的。1月的时候看着蔚来还行，加上今年的产品和工厂，我就想着投一波蔚来吧。结果现在栽了。
DMD外贸
2022-07-22
DMD外贸
亏了快30W美金，也不好说什么 [捂脸]
HongCha_CN
:
我1月初当时买蔚来的时候大概是33美元，理想也差不多是30多块的样子。这半年理想也跌的惨，结果现在理想基本回到1月左右的价格。蔚来还在20这里上下磨蹭。
我现在都怀疑后半年ET5上市，工厂开张，产能爬升等已经price in现在的价格里了。
大连库里
2022-07-23
大连库里
那是你不会买，你要买了理想你看你赚了多少，怎么能买蔚来这种垃圾车公司
迷茫的渔夫
2022-07-22
迷茫的渔夫
还是得买特斯拉，特斯拉涨它们不一定涨，特斯拉跌新能源车哪个不跌
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