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Simon L
做股东，而不仅是股民
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Simon L
Simon L
·
09-18 23:53
我开仓了
$蔚来(NIO)$
,来看看我最新分享的订单！
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Simon L
Simon L
·
09-18
$蔚来(NIO)$
这一波三个品牌都爆发，蔚来的es8和2.5代100度电5566，乐道L90和小改L60，加上萤火虫 三个品牌竞争力都很强
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3
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Simon L
Simon L
·
08-05
$蔚来(NIO)$
不要慌，二季报的影响而已
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669
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5
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Simon L
Simon L
·
07-31
$蔚来(NIO)$
这次蔚来真的是要爆单了！
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649
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Simon L
Simon L
·
07-18
$Faraday Future Intelligent Electric Inc(FFAI)$
纯电版的长城高山mpv平台， 其实黑色的还可以 ，长城高山的产品力也还不错，就看ff能否做好营销和销售了
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Simon L
Simon L
·
07-18
$蔚来(NIO)$
蔚来当前的七大利好： 一 萤火虫立住了，证明了精品小车战略成功 二 乐道L60销量稳定，不说卓越但是六千多每月也算不错，形成基本盘 三 乐道L90的大六座火爆的同时，还会有7座和L80的大五座，可以说所有市场通吃 四 et9和即将发布的新es8，将会彻底巩固蔚来品牌的高端定位，进一步区分与乐道的不同细分市场 五 增程鼻祖理想将第三代车型全面转向纯电，问界冒着只有增城十分之一的销量，也要坚持开发纯电，零跑新车型也开始转向纯电，都印证了纯电是最终的方向 六 长期投资的芯片和nwm世界模型智驾，终于产出，蔚来算力与智驾水平坐稳第一梯队 七 纯电领域同质化竞争背景下，换电体系成为差异化优势关键
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Simon L
Simon L
·
05-27
$蔚来(NIO)$
周销6500超越小鹏，蔚来公司实际销售的其实就四款车 5系 6系 L60 萤火虫
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4
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Simon L
Simon L
·
05-27
$蔚来(NIO)$
5月30号蔚来nwm世界模型正式推送
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Simon L
Simon L
·
05-18
Replying to
@forcec
:蔚来目前没有能打的车型是因为之前战略上的失误，友商都在田忌赛马，x3的价格给x7的尺寸和配置，而蔚来还在坚持传统bba的分级制度，但是从第三代开始蔚来的产品战略就已经完成了调整，另一方面也是国际关系和国内经济环境的因素，把中国新能源车企的估值卡住了，即便是理想的市值目前也是严重低估//
@forcec
:一款能打的车都没有，能不能先造好一款车？
非常抱歉，此主贴已删除
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Simon L
Simon L
·
04-12
蔚来目前最大的问题在于营销，虽然第二代车型在友商田忌赛马的策略下优势降低，但是2.5代和乐道60、90的竞争力还是蛮强的，希望这次人员调整后能把营销搞好
@像海：
$蔚来(NIO)$ 我跟你说啊，按德意志银行那评估，蔚来的Et9每月能卖1500台，都快赶上小鹏1万台了。而且4月19号后新产品一个接一个地发布，销量肯定能上去，盈利那也是指日可待，蔚来也该反转了！
$蔚来(NIO)$ 我跟你说啊，按德意志银行那评估，蔚来的Et9每月能卖1500台，都快赶上小鹏1万台了。而且4月19号后新产品一个接一个地发布，销量肯定能上去，盈利那也是指日可待，蔚来也该反转了！
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