$蔚来(NIO)$今_老虎社区_美港股上老虎 - 老虎社区

哇塞真的好大啊

$蔚来(NIO)$今次财报营收部分应该还是稳定增长，支持部分关键看研发费用是否均摊到Q2的比重。交付量限于产能和芯片短缺，目前基本上8000封顶没毛病，订单在生意就在，现在的几款车型还够打一阵子，但是我相信不少人已经在等明年交付的新款了。从今天买盘来看，似乎预示着这次财报应该还不错，但是！但是千万别忘了传统保留节目……至于是什么大家都懂

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

PJPJPJJJ
2021-08-10
PJPJPJJJ
换个思路，如果大家都觉得有保留节目的话………反而就没了
riitxu
2021-08-10
riitxu
没错 700个换电站可不少钱呢
- riitxu回复长安二哥:
  哦有道理如果是归武汉蔚能那至少报表会漂亮很多不过这样的话也错失了之后把电池作为负债转资产的灵活性
- 长安二哥:
  电池成本应该归另一家公司，不在nio的资产负债表里
- riitxu回复长安二哥:
  200w打不住吧人工成本场地费电池成本
- 长安二哥:
  700是算上存量一年的，就算q2投了200座，一座200w也就4个亿还好吧
carlzheng
2021-08-10
carlzheng
这次传统不了了，等不到财报，可能就要下来了。
笑瞰
2021-08-12
笑瞰
什么是传统保留节目？
beyond_7329
2021-08-11
beyond_7329
保留节目，懂的都懂
yingliwayne
2021-08-11
yingliwayne
不懂啊~是什么节日啊？

发表看法

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