$蔚来(NIO)$ _老虎社区_美港股上老虎

杀手伍陆柒
2024-12-13

$蔚来(NIO)$ 换电模式盈利难。我觉得这观点不成立，有了门脸就不怕没人进来。换电模式抓的是未来的市场份额，短期烧钱难免，但长期看竞争壁垒很难被打破。

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GP黑白熊
·2024-12-20
长期看电池包是十年前设计出来的形态现在的车型宁愿拥抱麒麟和贴合自己的车型设计也不会因为电池包可以换而贴合旧形态电池包设计。再说现在电池价格一降再降新的和旧的选择一目了然。
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