i6对L6订单的挤压_老虎社区_美港股上老虎

2025-10-02

i6对L6订单的挤压效应还未确认。i6今年产量已卖完是既定事实，但并不说明第四季度业绩能够起死回生，增程基本盘可能需要明年上半年的新款车型才能有反转。

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？

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