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Simon L
做股东，而不仅是股民
IP属地：海外
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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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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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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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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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L60 萤火虫","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/439558551560744","isVote":1,"tweetType":1,"viewCount":879,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":439558753005752,"gmtCreate":1748342686670,"gmtModify":1748342687998,"author":{"id":"3500938413487995","authorId":"3500938413487995","name":"Simon L","avatar":"https://static.tigerbbs.com/9c46a23e7562609a82b42d51064488ba","crmLevel":5,"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>5月30号蔚来nwm世界模型正式推送","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a><v-v data-views=\"1\"></v-v>5月30号蔚来nwm世界模型正式推送","text":"$蔚来(NIO)$ 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href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"1\"></v-v>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！","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"1\"></v-v>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！","text":"$蔚来(NIO)$ 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