$蔚来(NIO)$$_老虎社区_美港股上老虎 - 老虎社区

龙头战法创始人

$蔚来(NIO)$$哔哩哔哩(BILI)$$腾讯音乐(TME)$

还是面临着巨大风险，国家政策因素影响是主要，包括企业自身经营遇到瓶颈，和同行业竞争压力。

因为电动汽车快速充电技术突破，NIO之前所投资建设的高成本换电站毫无优势，钱全打水漂。自身产品至今为止没有创新没竞争力，就是在吃行业前期蓝海福利。

bilibili正在走下坡路，完全看不到希望，个人视频创作的商业模式遇到瓶颈，抖音短视频的兴起，用户大量流失，甚至没有新用户增长。这是对于依靠用户流量来维持运营的公司是毁灭性打击。

腾讯音乐更不用说了，政策灾难影响，行业壁垒被打击，估值从新定义。

我对这事儿有想法

抛出一个观点、一种看法，虽然不一定对，也想听听虎友怎么看！

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

雄哥价值投资
2021-07-26
雄哥价值投资
股价跌了，什么毛病都出来了；股价涨了，什么问题都不是问题。[汗颜]
epeizhi
2021-07-26
epeizhi
政策带崩科网，2021年最大的灰犀牛
- 龙头战法创始人:
  崩溃了，惨
570928fc
2021-07-26
570928fc
你的意思是如果手上有货赶快卖了？
- 龙头战法创始人:
  只是讨论，并没有交易建议
黄老怪
2021-07-26
黄老怪
我认为nio还是有潜力的，毕竟不管是创新性，还是对顾客的服务，都是走在前列的。哔哩哔哩个人不太看好后续
价格优先
2021-07-26
价格优先
腾讯音乐80%的市场占有率，只能说出头的椽子先烂
阿里王
2021-07-27
阿里王
我的天啊如此胡言乱语

发表看法

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2

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