$理想汽车(LI)$_老虎社区_美港股上老虎

简而言之，我对理想汽车目前的状况感到担忧，它面临许多潜在风险，我对它的前景不太看好。增程和纯电两个赛道同时被卷，使得目前唯一可行的策略似乎是通过降价来追求5万辆的销售目标，尽管这种销售水平可能并不具备可持续性。

蔚来创始人李斌透露，全新品牌乐道汽车将会在5月15日国际家庭日官宣，首款车型乐道L60也将同步发布。乐道汽车主攻20万元-30万元的纯电动市场，乐道L60定位为中型轿跑SUV，最直接的竞争对手就是特斯拉Model Y。【乐道L60能否卖过Model Y？新车发布，能否助力蔚来股价呢？】

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。

精彩评论

东东刘
01-02
东东刘
您说的是一般逻辑，供应链逻辑是：有些降价是没利润了，有些降价带来了销量的增加，量的增加降低了供应链成本，利润没降。具体看财报吧。
心太乱
01-02
心太乱
人家降价还能有利润，单车售价也三十万以上。

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