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- 云和月_1429云和月_1429
  ·08-31
  就跟A股的新股一样，发行认购时定价都定得飞上天了，基本上市第一天就把未来的涨幅涨尽了，第一天冲高不跑就等着被套吧，新股上市以后的很长一段时间基本都是垃圾时间，一直调整，不过了这段时间别碰次新股
  280 评论
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- 云和月_1429云和月_1429
  ·08-31
  $蔚来(NIO)$ 纯电的黄金时代到来，却是新能源电车的白银时代到来，新能源电车经过这10年的发展已经把市场开发得差不多了，电车的市场占有率已经超过50%了，还有大概不到10%的增长的空间，从增量开发市场到存量竞争市场的时代近几年就会到来，到时竞争会更激烈，形成几家头部新能源车企独大，其他中小型新能源车企被淘汰的局面。从增量开拓的黄金市场时代转向存量博杀的白银市场时代，从蓝海到变成极度红海，留给蔚来的时间不多了
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- 云和月_1429云和月_1429
  ·08-30
  $特斯拉(TSLA)$ 还有下跌空间
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- 云和月_1429云和月_1429
  ·08-26
  $蔚来(NIO)$ 短线看空，长线看新能源电车的销量和利润能否扭亏
  350 评论
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