$蔚来(NIO)$ _老虎社区_美港股上老虎 - 老虎社区

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王山爾
2025-11-25

$蔚来(NIO)$ 谨慎看多，三季度毛利率比我预期的高，但是四季度指引有点低，只有12万，说好的15万呢？

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小老虎发威了
·2025-11-25
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你还持有吗？
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- EMEM:
  15w的交付确实不太现实吧，更关心这个毛利下如果12w对应的交付，在这个毛利下是不是也应该有机会盈利or盈亏平？
  2025-11-25
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- 王山爾:
  大量持有 [财迷]
  2025-11-25
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- 王山爾:
  还有正股和大量put
  2025-11-25
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MaxPlanck
·2025-11-25
蔚来官方在老虎的号发表的信息都关闭评论了，，
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MaxPlanck
·2025-11-25
亏损它喵的是只字未提啊
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