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木乐_Alex

木乐_Alex

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01-17

$蔚来(NIO)$ 思考蔚来的优势，换电，服务，全栈自研，芯片流片成功已经开始量产，有自己的工厂，接下来成本会控制的比较好。但是大手大脚的花钱，着急布局了一些没必要的项目，在手机上就浪费了很多钱。公司有长期愿景，但是管理层执行力不够。感觉就是硬实力很强，但是一把天胡的牌打的稀烂。但是能看到管理层也在积极调整转变，希望今年能有亮眼成绩，提前布局一些。

2024-10-02

‌$哔哩哔哩(BILI)$ ‌期权初体验。其实还是不明白为什么在bilibili只有29.50的时候，一手价格到了345刀。努力学习ing

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