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Starsidin
Starsidin
·
07-16
$蔚来-SW(09866)$
蔚来暂时出场，等待回调，正式价格公布前一天入场
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Starsidin
Starsidin
·
07-09
$蔚来-SW(09866)$
蔚来的翻盘产品线是萤火虫。蔚来本品牌能在问界和仰望等品牌的冲击下保持较小跌幅已经是万幸。而乐道实则不上不下，难以找到真正的独特竞争优势，只是换电功能下放竞争，没有核心竞争力。但是萤火虫作为小车，确实与大部分国产厂商拉开了质量与体验差距，可以成为一个10万元以下的爆款黑马
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Starsidin
Starsidin
·
05-26
$吉利汽车(00175)$
中期看好吉利，主要三个方面。 1.电车驾驶质感升级。在初次电车爆发的23年开始，整体逐渐趋向卷价格卷通用配置，以至于出现了很多粗制滥造堆料的汽车，毫无驾驶性可言。大部分汽车品牌注定是要淘汰的。真正有核心三电、地盘、供应链等优势技术的企业如吉利，byd在中期来看有一定优势。 2.载人飞行器：沃飞公司产品正在加紧拿证。我实地调研了其6坐飞行器，螺旋桨冗余多，安全性好，是为数不多真正有现阶段商用价值的飞行器，平替直升飞机航线降本至20%。负责人说是预计18个月有商飞证。和小鹏的飞行汽车不同，这款飞机直接就有使用场景。 3.国际知名度高。因为收购路特斯，沃尔沃等欧洲品牌，在欧洲的推广更有知名度基础，在中欧关税和解的情况下更有先发优势。
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Starsidin
Starsidin
·
05-14
盘活蔚来的资产还有一个妙招，把乐道l60拿去跑网约车，换电站也盘活了销量也上去
$蔚来(NIO)$
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Starsidin
Starsidin
·
05-13
$蔚来-SW(09866)$
蔚来扭亏为盈虽说不现实，但是有一个不错的增长还是极有可能的。 1.蔚来面向的高消费群体在前几年大环境萎靡的情况下很难出现增长消费，但是随着股票和部分资金市场的复苏，部分高消费力已经得到解放，整体而言是一个增量群体。只要股市扶持向好，只要补贴不停，市场是增量市场。 2.此价格段的两个竞争对手是**系和理想。理想的核心是面向用户，抓住中年男性的家庭和舒适需求。其技术积累有限。而且增程集百家之所短，维护成本高，是不划算的成本支出。**系的车辆制造水平和未来不相上下，但是他有王牌杀招智能驾驶。如果蔚来能在智能驾驶展示出与小鹏相近的使用效果，可以说销量增长随随便便。 还有一个核心问题是不必要服务开支。客户服务是否精确控本？人员配置是否合理？希望Li 切实做到管理优化。 蔚来的新产品线乐道就一个作用，增加换电站等服务设施的利用率，同时扩大换电体验率。只是为高端的服务质量输血而已，不挣钱无所谓
$蔚来-SW(09866)$
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Starsidin
Starsidin
·
05-09
小米的核心是营销和供应链，这也就是为什么小米永远不做创新的产品，而是对既有产品进行性价比整合。这样产品永远无法拿到先驱产品带来的红利。只能对红海市场进行进一步的利润压缩和收割。想象空间极其有限
$小米集团-W(01810)$
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Starsidin
Starsidin
·
04-30
$京东集团-SW(09618)$
今天点了一个饿了么，骑手上门就说这家店是外卖作坊，卫生没保障，让我以后上京东。宣传都已经自发发动到基层了，拿下市场份额只是时间问题
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Starsidin
Starsidin
·
2023-11-14
$阿里巴巴(BABA)$
最近可以感受到很多阿里巴巴积极响应竞争的动作，在电商市场和出行方面都能够触及真正的使用场景（坐标深圳，真实感受），看多
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Starsidin
Starsidin
·
2023-11-14
$拼多多(PDD)$
不看好拼多多价格战占+大量低质广告领市场的策略，现在阿里京东积极应战，拼多多的市场份额应该会继续收缩
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1.电车驾驶质感升级。在初次电车爆发的23年开始，整体逐渐趋向卷价格卷通用配置，以至于出现了很多粗制滥造堆料的汽车，毫无驾驶性可言。大部分汽车品牌注定是要淘汰的。真正有核心三电、地盘、供应链等优势技术的企业如吉利，byd在中期来看有一定优势。 2.载人飞行器：沃飞公司产品正在加紧拿证。我实地调研了其6坐飞行器，螺旋桨冗余多，安全性好，是为数不多真正有现阶段商用价值的飞行器，平替直升飞机航线降本至20%。负责人说是预计18个月有商飞证。和小鹏的飞行汽车不同，这款飞机直接就有使用场景。 3.国际知名度高。因为收购路特斯，沃尔沃等欧洲品牌，在欧洲的推广更有知名度基础，在中欧关税和解的情况下更有先发优势。","listText":"<a href=\"https://laohu8.com/S/00175\">$吉利汽车(00175)$ </a><v-v data-views=\"1\"></v-v> 中期看好吉利，主要三个方面。 1.电车驾驶质感升级。在初次电车爆发的23年开始，整体逐渐趋向卷价格卷通用配置，以至于出现了很多粗制滥造堆料的汽车，毫无驾驶性可言。大部分汽车品牌注定是要淘汰的。真正有核心三电、地盘、供应链等优势技术的企业如吉利，byd在中期来看有一定优势。 2.载人飞行器：沃飞公司产品正在加紧拿证。我实地调研了其6坐飞行器，螺旋桨冗余多，安全性好，是为数不多真正有现阶段商用价值的飞行器，平替直升飞机航线降本至20%。负责人说是预计18个月有商飞证。和小鹏的飞行汽车不同，这款飞机直接就有使用场景。 3.国际知名度高。因为收购路特斯，沃尔沃等欧洲品牌，在欧洲的推广更有知名度基础，在中欧关税和解的情况下更有先发优势。","text":"$吉利汽车(00175)$ 中期看好吉利，主要三个方面。 1.电车驾驶质感升级。在初次电车爆发的23年开始，整体逐渐趋向卷价格卷通用配置，以至于出现了很多粗制滥造堆料的汽车，毫无驾驶性可言。大部分汽车品牌注定是要淘汰的。真正有核心三电、地盘、供应链等优势技术的企业如吉利，byd在中期来看有一定优势。 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