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金色郁金香
2019-12-09
$Zoom(ZM)$
直升机
金色郁金香
2019-12-09
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什么情况
金色郁金香
2020-12-04
$Snowflake(SNOW)$
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金色郁金香
2020-12-04
$Snowflake(SNOW)$
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金色郁金香
2020-03-13
$1Life Healthcare, Inc.(ONEM)$
去他妈
金色郁金香
2019-11-02
$阿里巴巴(BABA)$
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金色郁金香
2021-01-04
最傻的人
抱歉，原内容已删除
金色郁金香
2020-12-21
$C3.ai, Inc.(AI)$
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金色郁金香
2020-12-11
$C3.ai, Inc.(AI)$
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2020-12-04
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6.现在蔚来用的电池是宁德时代的第一大客户，占了20%的产能。 7.现在在供应商那里有了议价权。供应商愿意给账期，第二第三季度现金流健康毛利和现金流都转正了，现在亏得是前期投入的分摊成本 8.今年股价上涨也帮助蔚来在美元市场融到了二十几亿美元。 9.合肥政府的投资给予了市场信心，其实合肥政府的资金到账是六月份，那时候蔚来已经不缺现金了。现在现金储备丰富。 10.蔚来是世界上唯二三电全部自主研发的车企，另一个是特斯拉。 11.今年nio day推出第二代平台的第一个产品。第二代平台会明显优于特斯拉这一代平台。 12.在海南的新能源汽车大会上，很多车企都在讨论换电模式，并且表示了高度的认可。 13.蔚来最困难的时间是去年的第四季度，在腾讯的那比2亿美元的投资之后找不到别的投资了。但是那个季度良好的销售获得了二十几亿的现金流渡过难关 现在面对的主要压力 1. 服务压力。今年九月份保有量增加4700辆车，保有量增加了9%但是今年疫情之后员工减少，很难维持高质量服务 2. 研发压力。现在的车趋近于终极产品。现在的电动车行业仿佛进入了03年到08年之间智能手机行业的阶段。几年之后才能知道像苹果手机一样的终极产品长什么样子。今年的重心在研发。 （转）","text":"$蔚来(NIO)$昨天在武汉nio house参加斌哥面对面，大家信不信看自己。 简要概括今天斌哥面对面讲得要点 1.九月份蔚来把产能提高到了5000，但是还是供不应求 2.提升工厂产能很容易，但是供应链还达不到要求 3.现在销售和需求都很强 4.国庆节打破了多项记录 5.目前的订单情况比他们今年预测的最乐观的情况还要好 6.现在蔚来用的电池是宁德时代的第一大客户，占了20%的产能。 7.现在在供应商那里有了议价权。供应商愿意给账期，第二第三季度现金流健康毛利和现金流都转正了，现在亏得是前期投入的分摊成本 8.今年股价上涨也帮助蔚来在美元市场融到了二十几亿美元。 9.合肥政府的投资给予了市场信心，其实合肥政府的资金到账是六月份，那时候蔚来已经不缺现金了。现在现金储备丰富。 10.蔚来是世界上唯二三电全部自主研发的车企，另一个是特斯拉。 11.今年nio day推出第二代平台的第一个产品。第二代平台会明显优于特斯拉这一代平台。 12.在海南的新能源汽车大会上，很多车企都在讨论换电模式，并且表示了高度的认可。 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