今年汽车产能是个迷

肥猫会飞美股价值投资

有人估算了产能受影响的情况，$特斯拉(TSLA)$ ，$蔚来(NIO)$ 这些车企产能不乐观，今天市场反而先乐观起来了。

主要产能和销量大多受到产能影响，GDP排名前100的也有超过7成受到疫情管控的影响。

其次是消费能力与消费信心。

今年还会继续受到“缺芯”的影响，但是另一方面又一批新势力涌入新能源汽车，华为、小米等科技企业涌入了参与新能源整车造车，如果消费继续萎靡，甚至可能会出现产能过剩。

一方面受疫情管控影响，以及缺芯片，另一方面又扎堆涌入可能出现产能过剩，消费意愿也低靡，今年新能源汽车产能和销量是个迷。

$恒生科技指数(HSTECH)$

宏观大事，市场动态

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。

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tg-height=\"621\"></p><p>今年还会继续受到“缺芯”的影响，但是另一方面又一批新势力涌入新能源汽车，华为、小米等科技企业涌入了参与新能源整车造车，如果消费继续萎靡，甚至可能会出现产能过剩。</p><p>一方面受疫情管控影响，以及缺芯片，另一方面又扎堆涌入可能出现产能过剩，消费意愿也低靡，今年新能源汽车产能和销量是个迷。</p><p><a target=\"_blank\" href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$</a>&nbsp;</p></body></html>","htmlText":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/75e088cc7f3989e75a56a3197ff7112c\" tg-width=\"530\" tg-height=\"354\"></p><p>有人估算了产能受影响的情况，<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>&nbsp;，<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>&nbsp;这些车企产能不乐观，今天市场反而先乐观起来了。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a92b630fb9d14abe5f581f2348e194b1\" tg-width=\"530\" tg-height=\"726\"></p><p>主要产能和销量大多受到产能影响，GDP排名前100的也有超过7成受到疫情管控的影响。</p><p>其次是消费能力与消费信心。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4e8ce935b51b3f3f5f7299b4126cb5f6\" tg-width=\"588\" 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