$蔚来(NIO)$ _老虎社区_美港股上老虎 - 老虎社区

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釖釖虎
09-08

$蔚来(NIO)$ $特斯拉(TSLA)$ $理想汽车(LI)$ 换电的优势正在快速失去。换电站无法同步车辆的升级迭代，3代之前的换电站不兼容新的900V架构，老站不能升级新站继续扩建成本极高，在换电站7年生命周期内几乎无法盈利。如果没有更优解换电站是NIO的大问题。

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Edwardlo25
·09-08
换电这商业模式是必然失败，这公司找不到新钱投入撑不过三年
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Ai简单
·09-08
目前的优解就是爆单量，增加换电频率，持续出爆款，有机会
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我就一手希尔伯克A
·09-09
看看你自己的历史发言。。。对了几个？ [捂脸]
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