$蔚来(NIO)$ _老虎社区_美港股上老虎

2024-04-01

$蔚来(NIO)$ 如先前预料，baas方案的调整，并未带来销量的突飞猛进，相反，由于小米汽车的交付陆续开启，极氪的持续发力，及理想L6即将发布，4月蔚来的销量会调转方向，降至4位数[看跌]

消息面上，据新华社报道，吉利、长安汽车、比亚迪、奇瑞、小米等汽车生产企业陆续发表声明，承诺“支付账期不超过60天”。截至目前，已有8家汽车生产企业就此作出承诺，车企缩短账期利好规范的供应商。【大家觉得汽车界反内卷开始，各家公司都能做到吗？】

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

886nba
2024-04-01
886nba
現在還看不出來，等5月底買贈政策到期後再看吧
- 财神爷显灵:
  已經很明顯了，蔚來單月3萬交付都可以達到，證明不是產能問題，前幾天調整了交付預期，3萬2降到3萬，蔚來全國這麼多的交付中心，不可能衝刺不出來2千臺，唯一的原因，就是訂單不足
大鱼海棠_4922
2024-04-01
大鱼海棠_4922
没文化真可怕
- 财神爷显灵:
  还是你有文化，跌了多少了现在？

发表看法

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