$蔚来(NIO)$ _老虎社区_美港股上老虎 - 老虎社区

崔家二少爷

$蔚来(NIO)$ 希望蔚来好，但是换电真的不对

新能源迎拐点！“蔚小理”财报，看好哪家表现？

蔚来财报提振了市场对新能源汽车行业盈利拐点及企业基本面改善的预期，加之汽车出口数据增长，锂电储能大涨。理想汽车Q4营收同比下降35%，毛利率环比回升至16.8%，自由现金流转正。大家看好近期新能源、锂电板块涨势吗？蔚小理财报陆续发布，你更看好哪家表现？

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

老妖发大财
2025-07-18
老妖发大财
换点是储能战略从车的角度理解换不换电无所谓你可以了解下国内外的储能商业模式买电池建储能站高低峰值调控电压电力过载时用电还给钱车主买断电池给蔚来建储能站要不自己买电池建更有想象空间晚上便宜电充电池白天高电价给各种车充电（换电站旁边的充电桩很多人都不理解为啥建着那么多给非未来品牌车用）
只买信仰股
2025-07-17
只买信仰股
国家都支持换电你说不对在哪里。换电还代表电池终身质保
大风大浪
2025-07-18
大风大浪
指点人家这不对那不对自己懂个鸡儿
涡轮8菲特
2025-07-17
涡轮8菲特
大聪明？

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