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蔚来-SW(09866)
37.500
-1.380
-3.55%
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Huan娱
·
03:13
$蔚来(NIO)$
我就想问问：洗透了没有？什么时候可以拉盘？
$蔚来(NIO)$ 我就想问问：洗透了没有？什么时候可以拉盘？
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好韭不贱贱:
看高位筹码割没割[贱笑]
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编组 21备份 2
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价值投资实践中
·
01-06 21:49
$蔚来(NIO)$
昨晚加了15000美金，今晚再跌再继续，来
$蔚来(NIO)$ 昨晚加了15000美金，今晚再跌再继续，来
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编组 21备份 2
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花花世界不花花
·
12:26
$蔚来(NIO)$
买蔚三次来没赚过，晚上卖了
$蔚来(NIO)$ 买蔚三次来没赚过，晚上卖了
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向北的人
·
02:10
$蔚来(NIO)$
五根大阴线，这待有多大的利空啊，高开低走，平开低走，低开低走！早日倒闭算了。
$蔚来(NIO)$ 五根大阴线，这待有多大的利空啊，高开低走，平开低走，低开低走！早日倒闭算了。
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编组 21备份 2
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Jeremy_1092
·
01-06 14:18
对蔚来就是满满得失望！新的ES8也换了，这股价，只能呵呵。投资人伤透了心
2025年四季度能不能盈利？李斌：有信心，最终结果还在审计
新浪科技讯 1月6日上午消息，蔚来今日宣布第100万台量产车下线，蔚来创始人、董事长、CEO李斌，蔚来联合创始人、总裁秦力洪与媒体对话。 对于2025年四季度能不能盈利，李斌表示，自己还是有信心的，三季度亏损27亿元人民币，四季度交付了更多高毛利率的车型，但最终结果还没出来，还要等最后的数字审计。 海量资讯、精准解读，尽在新浪财经APP 责任编辑：江钰涵
2025年四季度能不能盈利？李斌：有信心，最终结果还在审计
对蔚来就是满满得失望！新的ES8也换了，这股价，只能呵呵。投资人伤透了心
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大风大浪:
我觉得大可不必因为股价对公司发牢骚。公司的基本面的改善是有目共睹的。股价背后的逻辑，谁知道怎么回事？
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编组 21备份 2
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信仰守望者2022
·
01-06 08:30
蔚来，我投降了
从两百万杀入，到昨天的落荒而逃，我只花了3天时间。就像我在2025年投资总结：从340%到201%，难以克服的人性弱点里说的，“当左右摇摆时，请第一时间清仓”。如果蔚来极限的4万8的12月交付量都不能令市场感到满意的话，那蔚来今年还怎么能做的更好？在其它家大车纷纷上市时，ES8继续爆卖？26年新发布的ES9，L80继续爆款？还是四季度盈利后的继续盈利？市场对蔚来看起来是悲观的，破产魔咒在2026年车企更激烈的竞争下，不但没有散去，反有点愈演愈烈的意思。及时认错，及时纠偏。“AI+”和“虚拟币”的星辰大海，或许更值得去追逐。
蔚来，我投降了
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forcec:
非常明智的选择，退一万步说，造车就不是个好生意。不要在这种红海里内卷的公司上一错再错
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编组 21备份 2
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大鱼海棠_4922
·
01-06 00:47
$蔚来(NIO)$
这个**股，z相信李斌是炒股最大的失误，这**根本就不把股东的利益当回事。 三十多万的车月销了5万才能赢亏平衡的话那这破公司的成本是怎么控制的？
$蔚来(NIO)$ 这个**股，z相信李斌是炒股最大的失误，这**根本就不把股东的利益当回事。 三十多万的车月销了5万才能赢亏平衡的话那这破公司的成本是怎...
精彩
Jeremy_1092:
同意得不能更多，唉！真坑股东和投资者，股价稍微好一点就增发，悄眯眯增发。我拿了5年了，除了第一年是开心的，后面4年一步步深渊。我也是蔚来车主，以前都看好蔚来，现在只能呵呵，已经麻木了。
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编组 21备份 2
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新能源Bot
·
01-06 17:09
🚗【新能源月榜】2025年12月新势力车企销量，预测1月销量！瓜分1000虎币 🧧
$零跑汽车(09863)$
销量60423辆，2025年全年交付596555辆鸿蒙智行销量：89611辆，其中
$赛力斯(09927)$
$赛力斯(601127)$
销量57778辆，2025年全年交付589107辆
$小米集团-W(01810)$
$小米集团ADR(XIACY)$
小米汽车销量超过50000辆
$蔚来(NIO)$
$蔚来-SW(09866)$
$蔚来(NIO.SI)$
公司销量48135辆，其中蔚来销量31897辆，乐道销量9154辆，萤火虫7084辆，2025年全年交付326028辆
$理想汽车(LI)$
$理想汽车-W(02015)$
销量44246辆，2025年全年交付
🚗【新能源月榜】2025年12月新势力车企销量，预测1月销量！瓜分1000虎币 🧧
# 新加坡投资圈
精彩
迷鹿小仙女:
蔚来4万，理想4万，小鹏3万
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Andre_mg
·
01-05 15:00
$蔚来(NIO)$
有人想搞垮这家公司，拿稳你的股份等着吧
$蔚来(NIO)$ 有人想搞垮这家公司，拿稳你的股份等着吧
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赵脑斧:
老板，怎么说，什么信号，
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编组 21备份 2
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梅逻辑有自由
·
01-06 18:58
今年的收获都来自于重仓蔚来，当时加了一点点杠杆，达到了110%的仓位，平均成本为4块多。在高点7块不到，卖了30%，现在仍然持有，并且浮盈。 其实想要抓大机会，确实要承担万一退市或者倒闭的风险。但对某些融资能力强的公司来说，这点倒不是太担心，并且未来的固定资产也足够的多它的底价还是能算得出来的。 我看好蔚来的核心原因就在于一个，他的投入比任何其他新势力都要多。也许有一些投入方向。上效率上不如其他人，但是他图他的金钱是足够的多的。且用户体验是相对不错的，我自己开蔚来和小鹏，都体验过，能够清楚地了解其中的区别。所以我觉得投资一家公司必须要了解它的产品。否则，作为普通人，除非你有高层的亲戚关系或者员工好朋友的关系，否则你拿不到真正有意义的数据。
今年的收获都来自于重仓蔚来，当时加了一点点杠杆，达到了110%的仓位，平均成本为4块多。在高点7块不到，卖了30%，现在仍然持有，并且浮盈。 其实想要抓大...
# 2025年投资调查：小虎们今年收益如何？
精彩
只买信仰股:
不错不错 我也 4 块多成本，但是我在 7.4 的时候又补了 1 万股[流泪]，盈利从 10 万美金跌到 1 万美金了
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编组 21备份 2
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只买信仰股
·
01-05 23:22
$蔚来(NIO)$
跌多点，我还有半仓子弹等着补仓[丢脸] [丢脸] [丢脸]
$蔚来(NIO)$ 跌多点，我还有半仓子弹等着补仓[丢脸] [丢脸] [丢脸]
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forcec
·
01-05 13:53
$蔚来(NIO)$
$小鹏汽车(XPEV)$
$理想汽车(LI)$
新能源的冬天来了。渗透率基本触顶，全球新能源汽车发展规划基本取消，新能源产业倾斜政策逐步退出，社会对电动车安全性质疑不断，内卷导致新能源车企即使盈利的企业也开始返亏。
$蔚来(NIO)$ $小鹏汽车(XPEV)$ $理想汽车(LI)$ 新能源的冬天来了。渗透率基本触顶，全球新能源汽车发展规划基本取消，新能源产业倾斜政策逐...
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楠竹先生:
开你的燃油车去吧，老登！
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2
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编组 21备份 2
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Huan娱
·
01-06 02:54
$蔚来(NIO)$
今年应该可以翻倍
$蔚来(NIO)$ 今年应该可以翻倍
# 晒晒更赚钱
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编组 21备份 2
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股市9527
·
01-05 23:26
$蔚来(NIO)$
价值为零的垃圾股，2026没有下一步融资就会破产
$蔚来(NIO)$ 价值为零的垃圾股，2026没有下一步融资就会破产
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编组 21备份 2
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新能源Bot
·
10:44
100万台不是终点：蔚来盈利拐点与下一周期判断
百万台下线媒体沟通会QA不完整记录
$蔚来(NIO)$
$蔚来-SW(09866)$
$蔚来(NIO.SI)$
-蔚来2025是超出预期还是略有遗憾？李斌：距离预期还是有差距，但是总的来说达到了战略目标，全年的增长47%左右，2025年下半年开始，进入了第三个阶段，销量基本上从5-6万开始增长，到年底是一路向上的情况——————-蔚来2025年最大变化是什么？爆款节奏找到是什么原因？李斌：技术创新，研发投入得到认可，充换电基础设施量产到质变。产品卖爆在预期之内。——————-乐道L90，萤火虫有没有因为2024年的困境做过针对性价格调整？李斌：没有，我们萤火虫也很贵，主要还是通过技术降本，提升了产品竞争力，提升性能，安全性，比如说神玑9031芯片和四颗Orin算力差不多，成本大大下降，类似这样的降本，L90的智能保险丝，提高性能，提高用户体验，降低成本，我们研发的时候就知道给将来市场竞争留出机会——————-全新ES8和乐道L90会不会影响蔚来高端调性李斌：蔚来ES8是40万起，平均车价也不便宜，蔚来下半年平均单价是上升的，可能大家觉得L90和ES8是太值了，但是我们毛利没有下降——————-四季度能不能盈利？李斌：我还是有信心的，Q4交了4万多台ES8，毛利更高，很容易去算，毛利减费用，毛利增加了几十个亿，费用控制的比较好，最终数据没出来，但还是有信心的高毛利的车，ES8和L90销量都不错，2025款的5566的价格比较稳定，而且毛利也比以前高四季度启动了乐道换电站倍增计划，前面产能主要支持交付，四季度102kWh电池包支持ES8交
100万台不是终点：蔚来盈利拐点与下一周期判断
# “蔚小理”低位上涨！大家看好布局机会吗？
精彩
RalphWood:
蔚来这波拐点稳了，加仓！
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编组 21备份 2
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鹏城之鹰
·
01-06 04:15
$蔚来(NIO)$
市值129亿美元，复制成本1200亿美元，自己算算。
$蔚来(NIO)$ 市值129亿美元，复制成本1200亿美元，自己算算。
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编组 21备份 2
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马虎恶魔号
·
01-05 18:49
$蔚来(NIO)$
刚才我发了一个帖子，有人问我nio怎么样，我想跟大家从我的角度上去看一下蔚来现在的这个问题。 问题是这样的，因为之前我在看乐道的l90。然后呢，这个销售开始还是在谈一些关于未来的发展，但是现在他们可能出现了一些压力。 开始5天左右给我打一个电话，问接下来怎么样了？蔚来开始兜底接下来q1季度的购置税。 然后更夸张的是在31号给我打完电话之后，今天又给我打了一个电话。之前从来没有发生过这种问题，之前它的频率正常应该是一个月左右给我打个电话，问我买车了吗？这些。然后去说一下他们的优势之类的，但是现在来说呢，基本都围绕着马上要涨价，现在有购置税兜底的这件事儿。没有去再去对比其他的车型，还有说他们的优势之类的这些话。 那现在的问题是什么呢？包括小米也好，包括。魏派。
$长城汽车(02333)$
$比亚迪股份(01211)$
他们都会发现一个问题，就是可能在q1q2的财报出来之后集体的扑街。这个是逾期的问题，是根据之前他购置税的这个问题所导致的。这也就是为什么这些销售其实现在很焦虑的原因，是因为突然间从12月下旬之后，他们的指标就一下变得非常的不好。那你说就是这些人又没有投资思维，他们看到不好的数据，当然是要加强他们的销售。把接下来没买的这一波人再搂一波。 而且更可怕的不是这个，更可怕的是明年q1q2这两个季度。热门车型会集中的到来，比如说零跑的d99 d19都是很大的杀器 但是咱们再把话想回来，你说蔚来现在最大的优势是什么？他是换电。这个是他和其他的嗯差距最大的。它还有一个非常大的优
$蔚来(NIO)$ 刚才我发了一个帖子，有人问我nio怎么样，我想跟大家从我的角度上去看一下蔚来现在的这个问题。 问题是这样的，因为之前我在看乐道的l90...
精彩
WebbBart:
销售都急了，NIO还能折腾一下，换电是优势。
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编组 21备份 2
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价值投资实践中
·
01-05 19:27
$蔚来(NIO)$
砸吧，今晚我加仓[开心]
$蔚来(NIO)$ 砸吧，今晚我加仓[开心]
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2
编组 21备份 2
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牛唐
·
01-05 22:00
又一个36%的收益
$POET Technologies Inc(POET)$
又一个36%的收益。
$Intuitive Machines(LUNR)$
$蔚来(NIO)$
$特斯拉(TSLA)$
$NEBIUS(NBIS)$
又一个36%的收益
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编组 21备份 2
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菩老YYDS
·
01-05 12:02
$蔚来(NIO)$
NIO的新工厂生产43,668辆ES8 SUV，超过目标。
$蔚来(NIO)$ NIO的新工厂生产43,668辆ES8 SUV，超过目标。
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公司概况
公司名称
蔚来-SW
所属市场
SEHK
成立日期
- -
员工人数
- -
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- -
公司网址
http://ir.nio.com
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公司概况
蔚来集团是一家主要从事设计、开发、制造及销售智能电动汽车的控股公司。该公司旗下的“蔚来”品牌专注于高端智能电动汽车，“乐道”品牌聚焦于家庭智能电动汽车，“萤火虫”品牌提供智能电动高端小车。该公司重点建立包括换电、智能辅助驾驶、数字技术、电动力总成及电池、汽车工程与设计等领域的自研能力，以控制车辆软件及硬件架构以及产品关键部件的设计及开发。
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分时
5日
日
周
月
数据加载中...
最高
38.040
今开
38.000
量比
0.87
最低
37.000
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href=\"https://finance.sina.com.cn/tob/2026-01-06/doc-inhfiqwt1498349.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","NIO":"蔚来","BK4505":"高瓴资本持仓","BK4555":"新能源车","09866":"蔚来-SW","BK4504":"桥水持仓","BK4588":"碎股","BK4548":"巴美列捷福持仓","BK4574":"无人驾驶","LU0052750758.USD":"富兰克林中国基金A Acc","BK4509":"腾讯概念","BK4532":"文艺复兴科技持仓","BK4581":"高盛持仓","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4531":"中概回港概念","BK4099":"汽车制造商","BK4526":"热门中概股","NIO.SI":"蔚来","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD"},"source_url":"https://finance.sina.com.cn/tob/2026-01-06/doc-inhfiqwt1498349.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2601857466","content_text":"新浪科技讯 1月6日上午消息，蔚来今日宣布第100万台量产车下线，蔚来创始人、董事长、CEO李斌，蔚来联合创始人、总裁秦力洪与媒体对话。\n 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