$蔚来(NIO)$ _老虎社区_美港股上老虎

forcec
2024-01-31

$蔚来(NIO)$ 从市值上来说，当前100亿美金左右的市值，甚至低于赛力斯。如果电动汽车的方向不被证伪，那么蔚来的资产价值和品牌价值大概率不会低于80亿美金，股价大概率底部是在5元左右。这与是否盈利无关，这基本是蔚来的估值底，也就是80亿美金左右的市值。

但这是否代表5元将是蔚来的铁底呢？答案是否。5元是底的前提是蔚来不再融资。

以蔚来当前的财务状况，3-5年之内都很难盈利（高端车无法在欧美扩展销量，国内经济滑坡大环境，中低端车面临长期价格竞争），假设未来3-5年融资40亿美金，那么80-100亿市值对应就是股价3.5元左右。40亿够吗？需要打个问号。

所以长远来看，蔚来股价在未来三年可能下探的极限是3元左右。

# 9月交付量出炉！能否利好蔚来股价？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

推荐
最新

Johnny812
·2024-02-09
3元？你太乐观了吧？不出3年，这股就是个毛票，无论是投资人还是散户，注定血本无归！
回复
点赞
举报
叶杨小小
·2024-01-31
纯电还是有里程焦虑，车辆销售对象主要还是一线和二线城市，蔚来应该也做一款混动的豪华车维持销量，不过现在看有些晚了
回复
点赞
举报
雁门关向东二万五千里
·2024-01-31
电车不能盈利，迟早得破产。
回复
点赞
举报
华尔街张良
·2024-02-05
我看到1.5元
回复
点赞
举报
GP黑白熊
·2024-01-31
还要面对重资产减值
回复
点赞
举报

热议股票

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":268698917814480,"tweetId":"268698917814480","gmtCreate":1706631259230,"gmtModify":1706692008075,"author":{"id":3518983480179242,"idStr":"3518983480179242","authorId":3518983480179242,"authorIdStr":"3518983480179242","name":"forcec","avatar":"https://static.tigerbbs.com/752def79475c77ddbeaceabf192b8c5d","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":157,"starInvestorFlag":false},"themes":[{"themeId":"3da37052c0ea40c3af204597bb51d632","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"9月交付量出炉！能否利好蔚来股价？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":3da37052c0ea40c3af204597bb51d632}&rnconfig={\"headerBarHidden\": true}","description":"据蔚来汽车公告，2024年9月交付汽车21181辆，同比增长35.4%。截至2024年9月的三个月，交付了汽车61855辆，同比增长11.6%。此前消息面上，蔚来获战略投资者对蔚来中国33亿元投资。【9月各车企交付量创新高，蔚来股价能否利好？你看好蔚来后市吗？】","image":"https://static.tigerbbs.com/4e97caa3e3b01857a42cc3e5109c1e2b"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a> 从市值上来说，当前100亿美金左右的市值，甚至低于赛力斯。如果电动汽车的方向不被证伪，那么蔚来的资产价值和品牌价值大概率不会低于80亿美金，股价大概率底部是在5元左右。这与是否盈利无关，这基本是蔚来的估值底，也就是80亿美金左右的市值。\n \n但这是否代表5元将是蔚来的铁底呢？答案是否。5元是底的前提是蔚来不再融资。\n \n以蔚来当前的财务状况，3-5年之内都很难盈利（高端车无法在欧美扩展销量，国内经济滑坡大环境，中低端车面临长期价格竞争），假设未来3-5年融资40亿美金，那么80-100亿市值对应就是股价3.5元左右。40亿够吗？需要打个问号。\n \n所以长远来看，蔚来股价在未来三年可能下探的极限是3元左右。\n </body></html>","htmlText":"<html><head></head><body><a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a> 从市值上来说，当前100亿美金左右的市值，甚至低于赛力斯。如果电动汽车的方向不被证伪，那么蔚来的资产价值和品牌价值大概率不会低于80亿美金，股价大概率底部是在5元左右。这与是否盈利无关，这基本是蔚来的估值底，也就是80亿美金左右的市值。\n \n但这是否代表5元将是蔚来的铁底呢？答案是否。5元是底的前提是蔚来不再融资。\n \n以蔚来当前的财务状况，3-5年之内都很难盈利（高端车无法在欧美扩展销量，国内经济滑坡大环境，中低端车面临长期价格竞争），假设未来3-5年融资40亿美金，那么80-100亿市值对应就是股价3.5元左右。40亿够吗？需要打个问号。\n \n所以长远来看，蔚来股价在未来三年可能下探的极限是3元左右。\n </body></html>","text":"$蔚来(NIO)$ 从市值上来说，当前100亿美金左右的市值，甚至低于赛力斯。如果电动汽车的方向不被证伪，那么蔚来的资产价值和品牌价值大概率不会低于80亿美金，股价大概率底部是在5元左右。这与是否盈利无关，这基本是蔚来的估值底，也就是80亿美金左右的市值。 但这是否代表5元将是蔚来的铁底呢？答案是否。5元是底的前提是蔚来不再融资。 以蔚来当前的财务状况，3-5年之内都很难盈利（高端车无法在欧美扩展销量，国内经济滑坡大环境，中低端车面临长期价格竞争），假设未来3-5年融资40亿美金，那么80-100亿市值对应就是股价3.5元左右。40亿够吗？需要打个问号。 所以长远来看，蔚来股价在未来三年可能下探的极限是3元左右。","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/268698917814480","repostId":0,"isVote":1,"tweetType":1,"viewCount":11508,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NIO","09866"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":551,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":272018417553456,"commentId":"272018417553456","gmtCreate":1707448508447,"gmtModify":1707452588657,"authorId":3547253536289088,"author":{"id":3547253536289088,"idStr":"3547253536289088","authorId":3547253536289088,"name":"Johnny812","avatar":"https://static.tigerbbs.com/e25d58788ab65295ce6f25b1c8015ea1","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":268698917814480,"objectIdStr":"268698917814480","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"3元？你太乐观了吧？不出3年，这股就是个毛票，无论是投资人还是散户，注定血本无归！","text":"3元？你太乐观了吧？不出3年，这股就是个毛票，无论是投资人还是散户，注定血本无归！","html":"3元？你太乐观了吧？不出3年，这股就是个毛票，无论是投资人还是散户，注定血本无归！","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":268704147276008,"commentId":"268704147276008","gmtCreate":1706632545983,"gmtModify":1706632589545,"authorId":3555770410457530,"author":{"id":3555770410457530,"idStr":"3555770410457530","authorId":3555770410457530,"name":"叶杨小小","avatar":"https://static.tigerbbs.com/2e85c10805bb59769974dc823befe65a","vip":1,"hat":"https://static.tigerbbs.com/acebb9722806729a38c10fe7cde46b94","crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":268698917814480,"objectIdStr":"268698917814480","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"纯电还是有里程焦虑，车辆销售对象主要还是一线和二线城市，蔚来应该也做一款混动的豪华车维持销量，不过现在看有些晚了","text":"纯电还是有里程焦虑，车辆销售对象主要还是一线和二线城市，蔚来应该也做一款混动的豪华车维持销量，不过现在看有些晚了","html":"纯电还是有里程焦虑，车辆销售对象主要还是一线和二线城市，蔚来应该也做一款混动的豪华车维持销量，不过现在看有些晚了","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":268827221942360,"commentId":"268827221942360","gmtCreate":1706662451491,"gmtModify":1706662455174,"authorId":4092177932484180,"author":{"id":4092177932484180,"idStr":"4092177932484180","authorId":4092177932484180,"name":"雁门关向东二万五千里","avatar":"https://static.tigerbbs.com/07291789f4dae4cc64e158f365e7e31b","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":268698917814480,"objectIdStr":"268698917814480","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"电车不能盈利，迟早得破产。","text":"电车不能盈利，迟早得破产。","html":"电车不能盈利，迟早得破产。","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":270550662250608,"commentId":"270550662250608","gmtCreate":1707104166956,"gmtModify":1707105531033,"authorId":3562895527757132,"author":{"id":3562895527757132,"idStr":"3562895527757132","authorId":3562895527757132,"name":"华尔街张良","avatar":"https://static.tigerbbs.com/dbc60ffc8f45cbce0343570711e77217","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":268698917814480,"objectIdStr":"268698917814480","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"我看到1.5元","text":"我看到1.5元","html":"我看到1.5元","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":268885458047048,"commentId":"268885458047048","gmtCreate":1706676667272,"gmtModify":1706676670976,"authorId":3539928148899666,"author":{"id":3539928148899666,"idStr":"3539928148899666","authorId":3539928148899666,"name":"GP黑白熊","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":268698917814480,"objectIdStr":"268698917814480","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"还要面对重资产减值","text":"还要面对重资产减值","html":"还要面对重资产减值","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}

评论（5）

热议股票