$蔚来(NIO)$ _老虎社区_美港股上老虎

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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Jeremy_1092
·2024-12-23
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作为个蔚来车主，我现在静待铁成被打脸
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- Simon L回复Jeremy_1092:
  是的
  2024-12-30
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- Jeremy_1092回复Simon L:
  那最好不过了
  2024-12-30
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- Simon L:
  现在来看打脸失败
  2024-12-30
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Simon L
·2024-12-23
我和几个乐道销售交流后他们都表示现在积压的订单很多，之前由于电池问题交不出车，但是这个问题目前正在解决，所以还是希望乐道能够如期完成目标吧
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