$蔚来(NIO)$前_老虎社区_美港股上老虎 - 老虎社区

东十里堡路之狼

$蔚来(NIO)$前天朋友发了个他媳妇在小鹏里k歌的视频。考虑了下可能以后这些新能源车厂会把车内娱乐做的更好，以此实现存量市场的订阅付费收入增长。基于以上考虑我选择存量最多的蔚来。同时新能源车其实应该在动力上回归理性，将提速降低到5到7秒这个区间。提升高速续航性能。这两点做到更容易提升车的续航里程。

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

许个心愿
2021-03-01
许个心愿
小鹏，李想特斯拉都试驾。最后还是买的蔚来。
- 东十里堡路之狼:
  你应该再看看我举的例子
- 蔚看多回复东十里堡路之狼:
  你该去线下看看目前蔚来的服务压力来支撑你的投资逻辑
- 东十里堡路之狼回复蔚看多:
  特斯拉的s跟x不是售后内饰一样拉垮？所以这个不是价格高低的问题。而是对待一般消费者的态度问题。蔚来不降价短期内问题，长期肯定自食恶果。传统豪华品牌基本都已经下场了，这块市场的竞争会同样激烈。
- 蔚看多回复东十里堡路之狼:
  同样的，你指出特斯拉售后成本低，内饰拉垮，所以它能做低价跑量。这就是差异化做不同市场定位，没毛病。而且蔚来目前产能都跟不上，何必愁着降价卖
- 东十里堡路之狼:
  首先要丰富付费服务的品类啊，比如车载娱乐类的。而且低价不可能有同等售后服务。车可以选，装服务等级为什么不能？你会要求呷噗跟凑凑的服务等级一样吗？

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