$蔚来(NIO)$ _老虎社区_美港股上老虎

灵栖国伟hzygw
03-22

$蔚来(NIO)$ 亏成这样还花钱请水军洗的品牌。销量增长亏损也增长，根本看不到希望，蔚来换电站是优质资产，不代表蔚来品牌能活下去，除非刮骨疗毒把车价定位到极氪价位。人家理想研发投入也有一百多亿，但理想研发效率高，本质上就一款增程SUV一款MPV，和一款待投放的纯电SUV。不用把有限研发资源投放到庞大车型中内耗。明年就能看到理想的AI领域拉开蔚来一大截。

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