$蔚来(NIO)$ _老虎社区_美港股上老虎

Simon L
07-18

$蔚来(NIO)$ 蔚来当前的七大利好：

一萤火虫立住了，证明了精品小车战略成功

二乐道L60销量稳定，不说卓越但是六千多每月也算不错，形成基本盘

三乐道L90的大六座火爆的同时，还会有7座和L80的大五座，可以说所有市场通吃

四 et9和即将发布的新es8，将会彻底巩固蔚来品牌的高端定位，进一步区分与乐道的不同细分市场

五增程鼻祖理想将第三代车型全面转向纯电，问界冒着只有增城十分之一的销量，也要坚持开发纯电，零跑新车型也开始转向纯电，都印证了纯电是最终的方向

六长期投资的芯片和nwm世界模型智驾，终于产出，蔚来算力与智驾水平坐稳第一梯队

七纯电领域同质化竞争背景下，换电体系成为差异化优势关键

# 蔚来反转，理想落后！“新势力”你更看好？

修改于 2025-07-18 06:50

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。

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