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Simon L
做股东，而不仅是股民
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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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Simon L
Simon L
·
01-11
$蔚来(NIO)$
三品牌战略、三代平台、共享换点站都落地了，政策因素短期低迷，放松心态
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Simon L
Simon L
·
2024-12-23
$蔚来(NIO)$
不论对萤火虫的设计和et9的产品力如何评价，到今年蔚来的三品牌战略总算是落地了，乐道的交付不论是由于电池供应商还是其他原因，现在小红书等平台的反馈也开始变得正向，蔚来主品牌的销量波动也基本稳定，现在就看到12月底乐道的交付是否能够达到一万辆的预期以及明年春季达到两万辆，如果达到了，蔚来的风评可能会发生反转，智驾方面如果年初端到端能按时落地，正向反馈则会更加积极，反观理想的纯电计划和新一代车型设计长期来看反而难以预测
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Simon L
Simon L
·
2024-11-01
Replying to
@self
:定位和技术有问题 suv不够大，轿车底盘高坐姿高，电耗高，二代车型还不搞横屏，es7应该取消，es8六座太挤、大五座又不出，ec7应该改名es8c，ec6改为es6c，类似et5t的分类，合并销量把营销搞上去，et5应该搞一个赛道版，把运动操控作为主打营销策略//
@self
:蔚来的设计师背锅 这🐶东西设计的外形和内饰都不受年轻人喜爱 也不知道哪请的岣匕
@Simon L：
$蔚来(NIO)$ 令人失望，乐道四千三，蔚来跌倒一万六了，小米同样纯电路线，一款车型就突破两万交付，蔚来真的要好好反思一下，做产品不要自high，除开能源类型，产品力比不比得过小米、理想和问界m9
$蔚来(NIO)$ 令人失望，乐道四千三，蔚来跌倒一万六了，小米同样纯电路线，一款车型就突破两万交付，蔚来真的要好好反思一下，做产品不要自high，除开能源类型，产品力比不比得过小米、理想和问界m9
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Simon L
Simon L
·
2024-11-01
$蔚来(NIO)$
令人失望，乐道四千三，蔚来跌倒一万六了，小米同样纯电路线，一款车型就突破两万交付，蔚来真的要好好反思一下，做产品不要自high，除开能源类型，产品力比不比得过小米、理想和问界m9
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Simon L
Simon L
·
2024-10-22
我开仓了
$蔚来(NIO)$
,来看看我最新分享的订单！
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4
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Simon L
Simon L
·
2024-10-14
我开仓了
$蔚来(NIO)$
,整！
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Simon L
Simon L
·
2024-10-03
$蔚来(NIO)$
不要在乎眼前的起起伏伏，从四块到七块是一个阶段，站稳了七块下一步就直接突破十块了
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Simon L
Simon L
·
2024-10-02
我开仓了
$蔚来(NIO)$
,买买买
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Simon L
Simon L
·
2024-09-30
我开仓了
$蔚来(NIO)$
,抢筹码啦
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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！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/423271728726064","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":947,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":391288696180904,"gmtCreate":1736535507153,"gmtModify":1736535508312,"author":{"id":"3500938413487995","authorId":"3500938413487995","name":"Simon L","avatar":"https://static.tigerbbs.com/9c46a23e7562609a82b42d51064488ba","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3500938413487995","authorIdStr":"3500938413487995"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a><v-v data-views=\"1\"></v-v> 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