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fincc
05-29 23:20
$蔚来(NIO)$
蔚来所谓的换电联盟,不过就是一种行业互捧式的人情世故,既没有那个车企真的考虑推出换电车型,也没有谁真的对建换电站有兴趣。蔚来就像一个拿着表扬信到处找人签字,然后回来说你看我多棒。
fincc
05-24
$蔚来(NIO)$
今年年底之前,小鹏市值将显著超过蔚来,追赶理想。
fincc
05-23
$蔚来(NIO)$
这就是你们吹上天的蔚来。
fincc
05-20
$Faraday Future(FFIE)$
都是中国人在骗中国人
fincc
05-20
$蔚来(NIO)$
今天520 蔚来股价520 绝。
fincc
05-20
所以蔚来都是被自己作死的
蔚来想用乐道汽车拯救自己:但诡异的是两者关系切割严重
fincc
05-17
$Faraday Future(FFIE)$
博傻
fincc
05-16
这样比较本身就输了
fincc
05-15
$蔚来(NIO)$
只有我一个人觉得乐道的颜值很一般吗?那个logo也没有很好看,很像现代,配合乐道的名字,满满的廉价感。至于那些卖点,说了100个,不然说三个大家记得住的,可惜没有。除非你是蔚来的无脑粉,否则很难相信这是款可以拯救蔚来的车。
fincc
05-15
$蔚来(NIO)$
乐道,平庸的品牌,平庸的车,平庸的价格,平庸的管理层。在平庸的市场可能有平庸的销量,在特斯拉比亚迪小米的市场,会被秒得渣都不剩。
fincc
05-15
$蔚来(NIO)$
盘前减仓
fincc
05-13
$蔚来(NIO)$
乐道的销量将稳定在2000-3000台,蔚来+乐道稳定在10000-15000台,然后,编下一个故事。
fincc
05-13
$蔚来(NIO)$
乐道的失败 ,会比es6、et5更惨。理由很简单,蔚来打的是个几乎没啥竞争的30万以上纯电,乐道打的是特斯拉、比亚迪、小米血拼的主力市场,可以说毫无机会。
fincc
05-08
$蔚来(NIO)$
让你门吹
fincc
05-06
$蔚来(NIO)$
那些蔚吹们,5块以下的时候没见你们吹,只有我在一直买,现在反弹一点又来吹了,你们不知道你们一吹牛,股价又要奔三块吗?
fincc
05-06
$蔚来(NIO)$
乐道真正开始交付后,蔚来的故事可能就到尾声了
fincc
05-05
$蔚来(NIO)$
造车完全靠蒙,雷总在说谁?
fincc
04-20
$蔚来(NIO)$
现在可以讨论,谁可能收购蔚来了。首先排除国外品牌,其次排除比亚迪华为,小米也可以排除,剩下有能力也有意愿的不多了,一汽、上汽?
fincc
04-17
我想了有十条,最终浓缩为一条:换掉李斌和秦力洪。
fincc
04-17
成也赛道,败也赛道。如果纯电方向不可逆,就可以持有。如果赛道证伪,则可能归零。不要急于下结论,现在看来,没那么简单。
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蔚来所谓的换电联盟,不过就是一种行业互捧式的人情世故,既没有那个车企真的考虑推出换电车型,也没有谁真的对建换电站有兴趣。蔚来就像一个拿着表扬信到处找人签字,然后回来说你看我多棒。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":9,"repostSize":1,"link":"https://laohu8.com/post/311197959798904","isVote":1,"tweetType":1,"viewCount":2746,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"98680021099732","authorId":"98680021099732","name":"铁甲钢拳","avatar":"https://static.tigerbbs.com/7540e02bb8029faa13235ec6ff128ab0","crmLevel":2,"crmLevelSwitch":0},"content":"如果是这样就好了,换电的只有蔚来一家,这才是真正的护城河","text":"如果是这样就好了,换电的只有蔚来一家,这才是真正的护城河","html":"如果是这样就好了,换电的只有蔚来一家,这才是真正的护城河"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":309390698045552,"gmtCreate":1716562500715,"gmtModify":1716562502566,"author":{"id":"3518983480179242","authorId":"3518983480179242","name":"fincc","avatar":"https://static.tigerbbs.com/752def79475c77ddbeaceabf192b8c5d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a> 今年年底之前,小鹏市值将显著超过蔚来,追赶理想。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a> 今年年底之前,小鹏市值将显著超过蔚来,追赶理想。","text":"$蔚来(NIO)$ 今年年底之前,小鹏市值将显著超过蔚来,追赶理想。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/309390698045552","isVote":1,"tweetType":1,"viewCount":1444,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3545732725040357","authorId":"3545732725040357","name":"神行九天","avatar":"https://static.tigerbbs.com/8163c26693b16b962076aacad812a17e","crmLevel":4,"crmLevelSwitch":0},"content":"小目前看还没有车型卖的很好。看不到发力的点。","text":"小目前看还没有车型卖的很好。看不到发力的点。","html":"小目前看还没有车型卖的很好。看不到发力的点。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":309020892074248,"gmtCreate":1716472301445,"gmtModify":1716472302881,"author":{"id":"3518983480179242","authorId":"3518983480179242","name":"fincc","avatar":"https://static.tigerbbs.com/752def79475c77ddbeaceabf192b8c5d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a> 这就是你们吹上天的蔚来。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a> 这就是你们吹上天的蔚来。","text":"$蔚来(NIO)$ 这就是你们吹上天的蔚来。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/309020892074248","isVote":1,"tweetType":1,"viewCount":2697,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3499079576956205","authorId":"3499079576956205","name":"yashekuangre","avatar":"https://static.tigerbbs.com/932113d86da547844e4cf52942f7cddd","crmLevel":1,"crmLevelSwitch":0},"content":"今天可能也有特殊原因:白天大A买单,晚上中概继续买单","text":"今天可能也有特殊原因:白天大A买单,晚上中概继续买单","html":"今天可能也有特殊原因:白天大A买单,晚上中概继续买单"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308006979846320,"gmtCreate":1716218857315,"gmtModify":1716218858733,"author":{"id":"3518983480179242","authorId":"3518983480179242","name":"fincc","avatar":"https://static.tigerbbs.com/752def79475c77ddbeaceabf192b8c5d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ </a> 都是中国人在骗中国人","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ </a> 都是中国人在骗中国人","text":"$Faraday Future(FFIE)$ 都是中国人在骗中国人","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308006979846320","isVote":1,"tweetType":1,"viewCount":126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":307986504429568,"gmtCreate":1716213943996,"gmtModify":1716213945205,"author":{"id":"3518983480179242","authorId":"3518983480179242","name":"fincc","avatar":"https://static.tigerbbs.com/752def79475c77ddbeaceabf192b8c5d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a> 今天520 蔚来股价520 绝。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a> 今天520 蔚来股价520 绝。","text":"$蔚来(NIO)$ 今天520 蔚来股价520 绝。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/307986504429568","isVote":1,"tweetType":1,"viewCount":305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":307981788967088,"gmtCreate":1716212707199,"gmtModify":1716212709113,"author":{"id":"3518983480179242","authorId":"3518983480179242","name":"fincc","avatar":"https://static.tigerbbs.com/752def79475c77ddbeaceabf192b8c5d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"所以蔚来都是被自己作死的","listText":"所以蔚来都是被自己作死的","text":"所以蔚来都是被自己作死的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/307981788967088","repostId":"2436817767","repostType":2,"repost":{"id":"2436817767","pubTimestamp":1716206285,"share":"https://www.laohu8.com/m/news/2436817767?lang=&edition=full","pubTime":"2024-05-20 19:58","market":"hk","language":"zh","title":"蔚来想用乐道汽车拯救自己:但诡异的是两者关系切割严重","url":"https://stock-news.laohu8.com/highlight/detail?id=2436817767","media":"知危","summary":"5 月 15 日,蔚来发布了自己新的汽车子品牌 “ 乐道 ”。李斌对乐道寄予厚望,希望乐道能扛起品牌下探、走量、盈利的重任。除却蔚来本身服务带来的群众认可度之外,乐道目前给外界展现的能力是够用的,但也并没有跟同行们拉开差距:外观有些特点、还不错的空间、无法确定的智驾水平,900V 的电气系统。或许,高端的附加服务让蔚来暂时在高端新能源品牌站稳了脚跟,但也成为了其品牌下探的最大阻碍。","content":"<html><body><p>5 月 15 日,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>发布了自己新的汽车子品牌 “ 乐道 ”。</p><p>这是一场有趣的发布会,它给外界带来了一个美丽的错觉:<strong><a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>的儿子,就会享有爸爸所有的家财。</strong></p><p>但,实际上却是:<strong>爸爸需要儿子独当一面,赚够米钱,回来贴补家用。</strong></p><p>值得注意的是,整个会场毫无蔚来 Logo,但处处让人感受到蔚来精神。发布会现场外是典型的蔚来式生活,NIO Day 范儿,一家人 City Walk,被和煦的橙色笼罩,精致的其乐融融。发布会由李斌打头阵,他作为介绍人迎出了<strong>蔚来高级副总裁、乐道汽车总裁艾铁成,一位曾经先后在<a href=\"https://laohu8.com/S/PG\">宝洁</a>、<a href=\"https://laohu8.com/S/DIS\">迪士尼</a>和 WeWork 任职的职业经理人。</strong></p><p>但实际上,很难说李斌的这种前期传播层面的 “ 全程托举 ” 对乐道来说是一件好事。因为对于真正的用户来讲,<strong>他们迟早会意识到,乐道≠蔚来,失焦了之后,可能剩下的更多是失望。</strong></p><p>我们先简单聊下乐道的基本内容。其内部曾经的项目代号叫 “ 阿尔卑斯 ”,品牌名 “ 乐道 ” 取 “ 阖家欢乐、持家<a href=\"https://laohu8.com/S/DAO\">有道</a> ” 的意思。首款车型乐道 L60 瞄准的是中型 SUV 市场,发布会上频繁对标<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> Model Y,主打空间、安全和蔚来祖传的换电补能,预售价 21.99 万起,发布会暂未公布 BaaS 租电池方案,未来如果采用 BaaS 方案的话,售价应该会打到 20 万元以内。</p><p>李斌对乐道寄予厚望,希望乐道能扛起品牌下探、走量、盈利的重任。但是想 “ 高打低 ”,我们必须搞清楚,谁会买乐道?他们的心理需求是什么?</p><p>李斌在 5 月 16 日的媒体沟通会上提到,<strong>预售 “ 远超预期 ”,艾铁成补充,“ 比斌哥预想的多两到三倍 ”。</strong>这其实说的没问题,李斌也强调了只是距离发布会结束不到 24 小时的成绩,<strong>但这个成绩却被媒体夸大了。</strong></p><p>按照往日汽车品牌发布会的惯例,媒体同行和合作商都会是最初下定的主力人群,<strong>知危编辑部了解到一些蔚来车主也选择了豪气下定,理由无它,是 “ 支持斌哥 ”</strong>。这些订单面向的显然不是乐道的直接受众:<strong>前者是一锤子买卖,合作伙伴捧个人场罢了;后者则干脆不在乐道的主打增量人群里。</strong></p><p>根据 2023 年电动汽车用户联盟关于 Model Y 的用户调研报告看,乐道对标车型 Model Y 的用户多为:</p><p><strong>·</strong>已婚、已育、具有理工科背景的高学历青年男性;</p><p><strong>·</strong>家庭平均月收入 2.4 万元,家庭年收入接近 30 万;</p><p><strong>·</strong>购车前最关注品牌与口碑;</p><p><strong>·</strong>49% 的人最终选择购买的原因是 “ 品牌与口碑 ”。</p><p>假设乐道与 Model Y 潜在客户存在相当程度的重叠,那么我们很容易看到这群客户对品牌与口碑的敏感度是非常高的。</p><p>换句话说,<strong>这个预算区间的家庭用车客户,最好踮踮脚可以够到高端品牌,起码从外观上或者车标上有辨识度,绝对不能花钱买辆 “ 网约车 ”。</strong>特斯拉从高向低打的 Model Y,无论是在品牌认知度,还是售后服务上,都和同品牌其他车型一脉相承,用户在购车前和购车后的心理需求是一致的。</p><p>乐道呢?</p><p>乐道共享了蔚来 1.1 万名研发团队,并且会在前期用户量级很少时共享蔚来换电站。<strong>不过,乐道明确了会采用直营模式</strong>,<strong>整个营销体系、销售渠道、服务体系都会是独立自建的。</strong></p><p><strong>直白一点说就是,无论销售还是服务,乐道都是跟蔚来切割的,用户无法在蔚来的店里看到乐道,乐道的车主也不会被允许进入蔚来车主专享的 “ 牛屋 ”。</strong>“ 当然,蔚来车主带着进去是可以的 ” 李斌在沟通会上说。</p><p>艾铁成在沟通会上提到,他们就乐道入 “ 牛屋 ” 进行了多次长时间的探讨,得出了现在的决定。<strong>斌哥讲得很坦诚,“ 什么样的价格享受什么样的服务。” </strong>乐道还是首先基于车本身做好服务,但是在潜在用户们听起来仍有些刺耳。</p><p>这和潜在用户想象的可能不太一样。</p><p>诚然,<strong>李斌诠释的乐道的运营思路是 “ 看不见的部分,双方尽量共用;看得见的部分,双方尽量区隔 ”</strong><strong>,但是这对于消费者的观感似乎并不好。</strong></p><p><strong>被蔚来的 “ <a href=\"https://laohu8.com/S/06862\">海底捞</a> ” 式服务吸引来的乐道潜在用户需要明白,乐道≠蔚来</strong>,他们潜意识里的与蔚来相勾连的种种权益,需要销售不厌其烦的解释和分割。</p><p><strong>但,乐道怎么能指望伶俐的销售去消弭这种巨大的落差呢?</strong></p><p>这个身份认同感,Model Y 给了车主,乐道没有。“ 持家有道 ” 和 “ 更有面子 ” 可能是同样重要的,慕蔚来名而来的意向客户,搞清楚乐道和蔚来泾渭分明的状况后,可能会变得犹豫而不下单。</p><p>除却蔚来本身服务带来的群众认可度之外,乐道目前给外界展现的能力是够用的,但也并没有跟同行们拉开差距:外观有些特点、还不错的空间、无法确定的智驾水平,900V 的电气系统。在这个价格带上,很多新势力品牌也都能做到同一水平,唯一的区别是不能换电。</p><p>预计 L60 正式发布时,乐道门店数会超过 100 家,会把网布的更广,覆盖一到五线城市,并深入未来原先并未覆盖的城市。届时,在四五线小城,一个四口之家面对极致效率、已经被市场验证的销量之王 Model Y 和一个被蜕去蔚来品牌光环的乐道,会投票给谁?</p><p>或许,<strong>高端的附加服务让蔚来暂时在高端新能源品牌站稳了脚跟,但也成为了其品牌下探的最大阻碍。</strong></p><p>现在的乐道,是有些拧巴的,<strong>蔚来对乐道品牌的区隔似乎并不应该那么清晰和深刻,因为这么做的话,除了换电站一定程度上的共享,蔚来很难给乐道品牌实质性的助力。</strong></p><p><strong>这样的乐道汽车,跟一个毫无背景的新生新势力品牌又有什么区别呢?</strong></p><p><strong>作为一个以走量和赚钱为目标创建的子品牌,乐道却要自己孤军奋战,会不会效率低了点?</strong>没有品牌光环的加持,乐道汽车的上量应该也不会太快,这样就无法做到持续降本从而在已经卷得残酷的新能源车价格战中获得成本优势。至于带来利润反哺蔚来这件事儿,可能也会需要更长时间。</p><p><strong>艾铁成在乐道沟通会的最后说到,希望大家在选择别的品牌之前,给 30 分钟时间,有一个介绍乐道的机会。</strong></p><p><strong>但,这 30 分钟似乎本来是可以被节约的,不过蔚来没选择这么做。</strong></p><p><strong>毕竟,面子只有一份儿,这面子分给乐道车主了,蔚来车主就不够用了。</strong></p></body></html>","source":"fenghuang_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>蔚来想用乐道汽车拯救自己:但诡异的是两者关系切割严重</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n蔚来想用乐道汽车拯救自己:但诡异的是两者关系切割严重\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-20 19:58 北京时间 <a href=https://tech.ifeng.com/c/8ZkDSLT0Rao><strong>知危</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5 月 15 日,蔚来发布了自己新的汽车子品牌 “ 乐道 ”。这是一场有趣的发布会,它给外界带来了一个美丽的错觉:蔚来的儿子,就会享有爸爸所有的家财。但,实际上却是:爸爸需要儿子独当一面,赚够米钱,回来贴补家用。值得注意的是,整个会场毫无蔚来 Logo,但处处让人感受到蔚来精神。发布会现场外是典型的蔚来式生活,NIO Day 范儿,一家人 City Walk,被和煦的橙色笼罩,精致的其乐融融。...</p>\n\n<a href=\"https://tech.ifeng.com/c/8ZkDSLT0Rao\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4099":"汽车制造商","NIO.SI":"蔚来","BK4548":"巴美列捷福持仓","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","NIO":"蔚来","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0052750758.USD":"富兰克林中国基金A Acc","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","BK4555":"新能源车","BK4509":"腾讯概念","BK1588":"回港中概股","BK1119":"汽车制造商","BK4588":"碎股","BK4526":"热门中概股","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4574":"无人驾驶","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","09866":"蔚来-SW","BK4504":"桥水持仓"},"source_url":"https://tech.ifeng.com/c/8ZkDSLT0Rao","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2436817767","content_text":"5 月 15 日,蔚来发布了自己新的汽车子品牌 “ 乐道 ”。这是一场有趣的发布会,它给外界带来了一个美丽的错觉:蔚来的儿子,就会享有爸爸所有的家财。但,实际上却是:爸爸需要儿子独当一面,赚够米钱,回来贴补家用。值得注意的是,整个会场毫无蔚来 Logo,但处处让人感受到蔚来精神。发布会现场外是典型的蔚来式生活,NIO Day 范儿,一家人 City Walk,被和煦的橙色笼罩,精致的其乐融融。发布会由李斌打头阵,他作为介绍人迎出了蔚来高级副总裁、乐道汽车总裁艾铁成,一位曾经先后在宝洁、迪士尼和 WeWork 任职的职业经理人。但实际上,很难说李斌的这种前期传播层面的 “ 全程托举 ” 对乐道来说是一件好事。因为对于真正的用户来讲,他们迟早会意识到,乐道≠蔚来,失焦了之后,可能剩下的更多是失望。我们先简单聊下乐道的基本内容。其内部曾经的项目代号叫 “ 阿尔卑斯 ”,品牌名 “ 乐道 ” 取 “ 阖家欢乐、持家有道 ” 的意思。首款车型乐道 L60 瞄准的是中型 SUV 市场,发布会上频繁对标特斯拉 Model Y,主打空间、安全和蔚来祖传的换电补能,预售价 21.99 万起,发布会暂未公布 BaaS 租电池方案,未来如果采用 BaaS 方案的话,售价应该会打到 20 万元以内。李斌对乐道寄予厚望,希望乐道能扛起品牌下探、走量、盈利的重任。但是想 “ 高打低 ”,我们必须搞清楚,谁会买乐道?他们的心理需求是什么?李斌在 5 月 16 日的媒体沟通会上提到,预售 “ 远超预期 ”,艾铁成补充,“ 比斌哥预想的多两到三倍 ”。这其实说的没问题,李斌也强调了只是距离发布会结束不到 24 小时的成绩,但这个成绩却被媒体夸大了。按照往日汽车品牌发布会的惯例,媒体同行和合作商都会是最初下定的主力人群,知危编辑部了解到一些蔚来车主也选择了豪气下定,理由无它,是 “ 支持斌哥 ”。这些订单面向的显然不是乐道的直接受众:前者是一锤子买卖,合作伙伴捧个人场罢了;后者则干脆不在乐道的主打增量人群里。根据 2023 年电动汽车用户联盟关于 Model Y 的用户调研报告看,乐道对标车型 Model Y 的用户多为:·已婚、已育、具有理工科背景的高学历青年男性;·家庭平均月收入 2.4 万元,家庭年收入接近 30 万;·购车前最关注品牌与口碑;·49% 的人最终选择购买的原因是 “ 品牌与口碑 ”。假设乐道与 Model Y 潜在客户存在相当程度的重叠,那么我们很容易看到这群客户对品牌与口碑的敏感度是非常高的。换句话说,这个预算区间的家庭用车客户,最好踮踮脚可以够到高端品牌,起码从外观上或者车标上有辨识度,绝对不能花钱买辆 “ 网约车 ”。特斯拉从高向低打的 Model Y,无论是在品牌认知度,还是售后服务上,都和同品牌其他车型一脉相承,用户在购车前和购车后的心理需求是一致的。乐道呢?乐道共享了蔚来 1.1 万名研发团队,并且会在前期用户量级很少时共享蔚来换电站。不过,乐道明确了会采用直营模式,整个营销体系、销售渠道、服务体系都会是独立自建的。直白一点说就是,无论销售还是服务,乐道都是跟蔚来切割的,用户无法在蔚来的店里看到乐道,乐道的车主也不会被允许进入蔚来车主专享的 “ 牛屋 ”。“ 当然,蔚来车主带着进去是可以的 ” 李斌在沟通会上说。艾铁成在沟通会上提到,他们就乐道入 “ 牛屋 ” 进行了多次长时间的探讨,得出了现在的决定。斌哥讲得很坦诚,“ 什么样的价格享受什么样的服务。” 乐道还是首先基于车本身做好服务,但是在潜在用户们听起来仍有些刺耳。这和潜在用户想象的可能不太一样。诚然,李斌诠释的乐道的运营思路是 “ 看不见的部分,双方尽量共用;看得见的部分,双方尽量区隔 ”,但是这对于消费者的观感似乎并不好。被蔚来的 “ 海底捞 ” 式服务吸引来的乐道潜在用户需要明白,乐道≠蔚来,他们潜意识里的与蔚来相勾连的种种权益,需要销售不厌其烦的解释和分割。但,乐道怎么能指望伶俐的销售去消弭这种巨大的落差呢?这个身份认同感,Model Y 给了车主,乐道没有。“ 持家有道 ” 和 “ 更有面子 ” 可能是同样重要的,慕蔚来名而来的意向客户,搞清楚乐道和蔚来泾渭分明的状况后,可能会变得犹豫而不下单。除却蔚来本身服务带来的群众认可度之外,乐道目前给外界展现的能力是够用的,但也并没有跟同行们拉开差距:外观有些特点、还不错的空间、无法确定的智驾水平,900V 的电气系统。在这个价格带上,很多新势力品牌也都能做到同一水平,唯一的区别是不能换电。预计 L60 正式发布时,乐道门店数会超过 100 家,会把网布的更广,覆盖一到五线城市,并深入未来原先并未覆盖的城市。届时,在四五线小城,一个四口之家面对极致效率、已经被市场验证的销量之王 Model Y 和一个被蜕去蔚来品牌光环的乐道,会投票给谁?或许,高端的附加服务让蔚来暂时在高端新能源品牌站稳了脚跟,但也成为了其品牌下探的最大阻碍。现在的乐道,是有些拧巴的,蔚来对乐道品牌的区隔似乎并不应该那么清晰和深刻,因为这么做的话,除了换电站一定程度上的共享,蔚来很难给乐道品牌实质性的助力。这样的乐道汽车,跟一个毫无背景的新生新势力品牌又有什么区别呢?作为一个以走量和赚钱为目标创建的子品牌,乐道却要自己孤军奋战,会不会效率低了点?没有品牌光环的加持,乐道汽车的上量应该也不会太快,这样就无法做到持续降本从而在已经卷得残酷的新能源车价格战中获得成本优势。至于带来利润反哺蔚来这件事儿,可能也会需要更长时间。艾铁成在乐道沟通会的最后说到,希望大家在选择别的品牌之前,给 30 分钟时间,有一个介绍乐道的机会。但,这 30 分钟似乎本来是可以被节约的,不过蔚来没选择这么做。毕竟,面子只有一份儿,这面子分给乐道车主了,蔚来车主就不够用了。","news_type":1},"isVote":1,"tweetType":1,"viewCount":91,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306864750657736,"gmtCreate":1715952723081,"gmtModify":1715952724422,"author":{"id":"3518983480179242","authorId":"3518983480179242","name":"fincc","avatar":"https://static.tigerbbs.com/752def79475c77ddbeaceabf192b8c5d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ </a> 博傻","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ </a> 博傻","text":"$Faraday Future(FFIE)$ 博傻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306864750657736","isVote":1,"tweetType":1,"viewCount":217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306440394260664,"gmtCreate":1715849119563,"gmtModify":1715849121373,"author":{"id":"3518983480179242","authorId":"3518983480179242","name":"fincc","avatar":"https://static.tigerbbs.com/752def79475c77ddbeaceabf192b8c5d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这样比较本身就输了","listText":"这样比较本身就输了","text":"这样比较本身就输了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/306440394260664","isVote":1,"tweetType":1,"viewCount":345,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3499857494786993","authorId":"3499857494786993","name":"cyril123","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"这个品牌起不来,就危了","text":"这个品牌起不来,就危了","html":"这个品牌起不来,就危了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306165607714904,"gmtCreate":1715782139190,"gmtModify":1715782321204,"author":{"id":"3518983480179242","authorId":"3518983480179242","name":"fincc","avatar":"https://static.tigerbbs.com/752def79475c77ddbeaceabf192b8c5d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a> 只有我一个人觉得乐道的颜值很一般吗?那个logo也没有很好看,很像现代,配合乐道的名字,满满的廉价感。至于那些卖点,说了100个,不然说三个大家记得住的,可惜没有。除非你是蔚来的无脑粉,否则很难相信这是款可以拯救蔚来的车。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a> 只有我一个人觉得乐道的颜值很一般吗?那个logo也没有很好看,很像现代,配合乐道的名字,满满的廉价感。至于那些卖点,说了100个,不然说三个大家记得住的,可惜没有。除非你是蔚来的无脑粉,否则很难相信这是款可以拯救蔚来的车。","text":"$蔚来(NIO)$ 只有我一个人觉得乐道的颜值很一般吗?那个logo也没有很好看,很像现代,配合乐道的名字,满满的廉价感。至于那些卖点,说了100个,不然说三个大家记得住的,可惜没有。除非你是蔚来的无脑粉,否则很难相信这是款可以拯救蔚来的车。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/306165607714904","isVote":1,"tweetType":1,"viewCount":1161,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3473997100912926","authorId":"3473997100912926","name":"凌晨12点","avatar":"https://static.tigerbbs.com/6ef7a155d31e9575811bd4bb306c025e","crmLevel":4,"crmLevelSwitch":0},"content":"太一般了,一帮人说好看。不知道都是水军还是眼睛有问题。","text":"太一般了,一帮人说好看。不知道都是水军还是眼睛有问题。","html":"太一般了,一帮人说好看。不知道都是水军还是眼睛有问题。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306161495793864,"gmtCreate":1715781029998,"gmtModify":1715781031363,"author":{"id":"3518983480179242","authorId":"3518983480179242","name":"fincc","avatar":"https://static.tigerbbs.com/752def79475c77ddbeaceabf192b8c5d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a> 乐道,平庸的品牌,平庸的车,平庸的价格,平庸的管理层。在平庸的市场可能有平庸的销量,在特斯拉比亚迪小米的市场,会被秒得渣都不剩。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a> 乐道,平庸的品牌,平庸的车,平庸的价格,平庸的管理层。在平庸的市场可能有平庸的销量,在特斯拉比亚迪小米的市场,会被秒得渣都不剩。","text":"$蔚来(NIO)$ 乐道,平庸的品牌,平庸的车,平庸的价格,平庸的管理层。在平庸的市场可能有平庸的销量,在特斯拉比亚迪小米的市场,会被秒得渣都不剩。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306161495793864","isVote":1,"tweetType":1,"viewCount":742,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306151296278704,"gmtCreate":1715778630182,"gmtModify":1715778631469,"author":{"id":"3518983480179242","authorId":"3518983480179242","name":"fincc","avatar":"https://static.tigerbbs.com/752def79475c77ddbeaceabf192b8c5d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a> 盘前减仓","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a> 盘前减仓","text":"$蔚来(NIO)$ 盘前减仓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306151296278704","isVote":1,"tweetType":1,"viewCount":466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":305461472968984,"gmtCreate":1715610147400,"gmtModify":1715610149161,"author":{"id":"3518983480179242","authorId":"3518983480179242","name":"fincc","avatar":"https://static.tigerbbs.com/752def79475c77ddbeaceabf192b8c5d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a> 乐道的销量将稳定在2000-3000台,蔚来+乐道稳定在10000-15000台,然后,编下一个故事。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a> 乐道的销量将稳定在2000-3000台,蔚来+乐道稳定在10000-15000台,然后,编下一个故事。","text":"$蔚来(NIO)$ 乐道的销量将稳定在2000-3000台,蔚来+乐道稳定在10000-15000台,然后,编下一个故事。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/305461472968984","isVote":1,"tweetType":1,"viewCount":974,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3500938413487995","authorId":"3500938413487995","name":"Simon L","avatar":"https://static.tigerbbs.com/9c46a23e7562609a82b42d51064488ba","crmLevel":5,"crmLevelSwitch":0},"content":"et5+et5t就有五六千了 es6+ec6也有五千多 你觉得L60月销会少吗哈哈","text":"et5+et5t就有五六千了 es6+ec6也有五千多 你觉得L60月销会少吗哈哈","html":"et5+et5t就有五六千了 es6+ec6也有五千多 你觉得L60月销会少吗哈哈"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":305461194702960,"gmtCreate":1715609998924,"gmtModify":1715610000552,"author":{"id":"3518983480179242","authorId":"3518983480179242","name":"fincc","avatar":"https://static.tigerbbs.com/752def79475c77ddbeaceabf192b8c5d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a> 乐道的失败 ,会比es6、et5更惨。理由很简单,蔚来打的是个几乎没啥竞争的30万以上纯电,乐道打的是特斯拉、比亚迪、小米血拼的主力市场,可以说毫无机会。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a> 乐道的失败 ,会比es6、et5更惨。理由很简单,蔚来打的是个几乎没啥竞争的30万以上纯电,乐道打的是特斯拉、比亚迪、小米血拼的主力市场,可以说毫无机会。","text":"$蔚来(NIO)$ 乐道的失败 ,会比es6、et5更惨。理由很简单,蔚来打的是个几乎没啥竞争的30万以上纯电,乐道打的是特斯拉、比亚迪、小米血拼的主力市场,可以说毫无机会。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/305461194702960","isVote":1,"tweetType":1,"viewCount":4994,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3500938413487995","authorId":"3500938413487995","name":"Simon L","avatar":"https://static.tigerbbs.com/9c46a23e7562609a82b42d51064488ba","crmLevel":5,"crmLevelSwitch":0},"content":"那你就做空吧 拭目以待","text":"那你就做空吧 拭目以待","html":"那你就做空吧 拭目以待"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303739386642632,"gmtCreate":1715175502003,"gmtModify":1715175503513,"author":{"id":"3518983480179242","authorId":"3518983480179242","name":"fincc","avatar":"https://static.tigerbbs.com/752def79475c77ddbeaceabf192b8c5d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a> 让你门吹","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a> 让你门吹","text":"$蔚来(NIO)$ 让你门吹","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/303739386642632","isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":302966190104848,"gmtCreate":1715001638278,"gmtModify":1715075018737,"author":{"id":"3518983480179242","authorId":"3518983480179242","name":"fincc","avatar":"https://static.tigerbbs.com/752def79475c77ddbeaceabf192b8c5d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a> 那些蔚吹们,5块以下的时候没见你们吹,只有我在一直买,现在反弹一点又来吹了,你们不知道你们一吹牛,股价又要奔三块吗?","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a> 那些蔚吹们,5块以下的时候没见你们吹,只有我在一直买,现在反弹一点又来吹了,你们不知道你们一吹牛,股价又要奔三块吗?","text":"$蔚来(NIO)$ 那些蔚吹们,5块以下的时候没见你们吹,只有我在一直买,现在反弹一点又来吹了,你们不知道你们一吹牛,股价又要奔三块吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/302966190104848","isVote":1,"tweetType":1,"viewCount":1250,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3508198203958243","authorId":"3508198203958243","name":"美玉","avatar":"https://static.tigerbbs.com/f52c800f61355911cccd4be0f15114e0","crmLevel":5,"crmLevelSwitch":0},"content":"你是唱多的英雄,为什么涨了一点你就怕别人蔚吹,不觉得你心里有鬼吗?韭菜哥?","text":"你是唱多的英雄,为什么涨了一点你就怕别人蔚吹,不觉得你心里有鬼吗?韭菜哥?","html":"你是唱多的英雄,为什么涨了一点你就怕别人蔚吹,不觉得你心里有鬼吗?韭菜哥?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303037177938208,"gmtCreate":1714989773503,"gmtModify":1714995658249,"author":{"id":"3518983480179242","authorId":"3518983480179242","name":"fincc","avatar":"https://static.tigerbbs.com/752def79475c77ddbeaceabf192b8c5d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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第一宗罪:换电。很多人吹嘘蔚来的核心优势是换电,在我看来换电正是蔚来的灭顶之灾。换电可以说一无是处。补能是一个体系,蔚来鼓吹的换一次电只需要5分钟,但是别忘了,换电是单任务系统,我们在考虑谁更优时,不是看一台车,是看一堆车。超充技术就算做不到10分钟充满电,现在轻松30分钟也补够了,而蔚来的换电全程要接近10分钟,比换电快吗?没意义。假如有60台车要充电,换电10分钟一台,充电30分钟一台,一个大一点的充电站都有30跟枪,那么一个充电站把100台车补满电只需要一个小时,而一个换电站把60台车换完需要10个小时。一个充电站的效率是换电站的10倍。有人也许会说:又不是只有一个换电站,没错,就算一个城市有十个换电站,也基本只相当于一个充电站的补能效率。更何况,你去另一个换电站路上不耽误时间吗?蔚来换电站的选址极其苛刻,一个城市可供建设换电站的地方很少,尤其主城区。而充电站全城市以后不知道有多少,不是一个量级。 换电完全没有优势吗?有的,在车辆还非常不普及的前提下,只要不排队,貌似是有优势的。仅此而已。考虑到换电站不像充电随时附近都有,那么算上你开车去换电站的时间,这点优势好像有点模糊? 如果换电只是个笑话,那也还好,毕竟可以去充电嘛。但是换电第一是成本高昂,为了那华而不实的东西,一个换电站的建设成本轻松超过一个大型充电站,而且养一堆人,蔚来为此付出高昂成本。第二个问题是:换电结构极大制约车身设计,不仅影响内部空间,也与当前车身电池一体化趋势违背。第三是蔚来因换电建设","text":"$蔚来(NIO)$蔚来的四宗罪与一个机会。 闲来无聊,继续说蔚来,没办法,它的关注度最高。我关注美股是因为蔚来,时至今日仍然每天关注蔚来。我不是蔚来的天然黑,曾经最看好它,如今却最不看好。 先说蔚来的五宗罪: 第一宗罪:换电。很多人吹嘘蔚来的核心优势是换电,在我看来换电正是蔚来的灭顶之灾。换电可以说一无是处。补能是一个体系,蔚来鼓吹的换一次电只需要5分钟,但是别忘了,换电是单任务系统,我们在考虑谁更优时,不是看一台车,是看一堆车。超充技术就算做不到10分钟充满电,现在轻松30分钟也补够了,而蔚来的换电全程要接近10分钟,比换电快吗?没意义。假如有60台车要充电,换电10分钟一台,充电30分钟一台,一个大一点的充电站都有30跟枪,那么一个充电站把100台车补满电只需要一个小时,而一个换电站把60台车换完需要10个小时。一个充电站的效率是换电站的10倍。有人也许会说:又不是只有一个换电站,没错,就算一个城市有十个换电站,也基本只相当于一个充电站的补能效率。更何况,你去另一个换电站路上不耽误时间吗?蔚来换电站的选址极其苛刻,一个城市可供建设换电站的地方很少,尤其主城区。而充电站全城市以后不知道有多少,不是一个量级。 换电完全没有优势吗?有的,在车辆还非常不普及的前提下,只要不排队,貌似是有优势的。仅此而已。考虑到换电站不像充电随时附近都有,那么算上你开车去换电站的时间,这点优势好像有点模糊? 如果换电只是个笑话,那也还好,毕竟可以去充电嘛。但是换电第一是成本高昂,为了那华而不实的东西,一个换电站的建设成本轻松超过一个大型充电站,而且养一堆人,蔚来为此付出高昂成本。第二个问题是:换电结构极大制约车身设计,不仅影响内部空间,也与当前车身电池一体化趋势违背。第三是蔚来因换电建设","images":[],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":93,"commentSize":108,"repostSize":17,"link":"https://laohu8.com/post/632675504","isVote":1,"tweetType":1,"viewCount":53196,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3562812942260421","authorId":"3562812942260421","name":"转炒新能源","avatar":"https://static.tigerbbs.com/27b060fcc9e6652c730cf2f02067fc75","crmLevel":2,"crmLevelSwitch":0},"content":"首先是换电,明显的错误,你要知道蔚来也是可以充电的,所以,不是换电和充电比。而是换电+充电和充电比。 别的品牌30个桩,蔚来为什么只建一个换电站?它不能建30个桩和一个换电站? 不要小看那5分钟,不是人人都愿意在那等着充电的","text":"首先是换电,明显的错误,你要知道蔚来也是可以充电的,所以,不是换电和充电比。而是换电+充电和充电比。 别的品牌30个桩,蔚来为什么只建一个换电站?它不能建30个桩和一个换电站? 不要小看那5分钟,不是人人都愿意在那等着充电的","html":"首先是换电,明显的错误,你要知道蔚来也是可以充电的,所以,不是换电和充电比。而是换电+充电和充电比。 别的品牌30个桩,蔚来为什么只建一个换电站?它不能建30个桩和一个换电站? 不要小看那5分钟,不是人人都愿意在那等着充电的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":242179781689464,"gmtCreate":1700147138458,"gmtModify":1700147140604,"author":{"id":"3518983480179242","authorId":"3518983480179242","name":"fincc","avatar":"https://static.tigerbbs.com/752def79475c77ddbeaceabf192b8c5d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a>骗子公司的五大特征: 1、宏大的愿景,让人产生暴富捡漏梦想; 2、离成功永远很近,让投资者永远害怕倒在黎明前; 3、任何时候都信心满满,因为骗子往往骗的是那些缺乏自信的人; 4、对于所有热点概念都不落下,感觉很厉害,又说不出具体有什么核心能力; 5、给所有追随者以甜头,哪怕违背商业规律且不可持续。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a>骗子公司的五大特征: 1、宏大的愿景,让人产生暴富捡漏梦想; 2、离成功永远很近,让投资者永远害怕倒在黎明前; 3、任何时候都信心满满,因为骗子往往骗的是那些缺乏自信的人; 4、对于所有热点概念都不落下,感觉很厉害,又说不出具体有什么核心能力; 5、给所有追随者以甜头,哪怕违背商业规律且不可持续。","text":"$蔚来(NIO)$ 骗子公司的五大特征: 1、宏大的愿景,让人产生暴富捡漏梦想; 2、离成功永远很近,让投资者永远害怕倒在黎明前; 3、任何时候都信心满满,因为骗子往往骗的是那些缺乏自信的人; 4、对于所有热点概念都不落下,感觉很厉害,又说不出具体有什么核心能力; 5、给所有追随者以甜头,哪怕违背商业规律且不可持续。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/242179781689464","isVote":1,"tweetType":1,"viewCount":5488,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3548236649718288","authorId":"3548236649718288","name":"美港股韭菜","avatar":"https://static.tigerbbs.com/591264d1f5db7ee1088ae142c5900fda","crmLevel":2,"crmLevelSwitch":0},"content":"正确,贾跃亭的FF就这样","text":"正确,贾跃亭的FF就这样","html":"正确,贾跃亭的FF就这样"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":311197959798904,"gmtCreate":1716996033804,"gmtModify":1716996035340,"author":{"id":"3518983480179242","authorId":"3518983480179242","name":"fincc","avatar":"https://static.tigerbbs.com/752def79475c77ddbeaceabf192b8c5d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a> 蔚来所谓的换电联盟,不过就是一种行业互捧式的人情世故,既没有那个车企真的考虑推出换电车型,也没有谁真的对建换电站有兴趣。蔚来就像一个拿着表扬信到处找人签字,然后回来说你看我多棒。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a> 蔚来所谓的换电联盟,不过就是一种行业互捧式的人情世故,既没有那个车企真的考虑推出换电车型,也没有谁真的对建换电站有兴趣。蔚来就像一个拿着表扬信到处找人签字,然后回来说你看我多棒。","text":"$蔚来(NIO)$ 蔚来所谓的换电联盟,不过就是一种行业互捧式的人情世故,既没有那个车企真的考虑推出换电车型,也没有谁真的对建换电站有兴趣。蔚来就像一个拿着表扬信到处找人签字,然后回来说你看我多棒。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":9,"repostSize":1,"link":"https://laohu8.com/post/311197959798904","isVote":1,"tweetType":1,"viewCount":2746,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"98680021099732","authorId":"98680021099732","name":"铁甲钢拳","avatar":"https://static.tigerbbs.com/7540e02bb8029faa13235ec6ff128ab0","crmLevel":2,"crmLevelSwitch":0},"content":"如果是这样就好了,换电的只有蔚来一家,这才是真正的护城河","text":"如果是这样就好了,换电的只有蔚来一家,这才是真正的护城河","html":"如果是这样就好了,换电的只有蔚来一家,这才是真正的护城河"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":662827204,"gmtCreate":1666346452708,"gmtModify":1666346455134,"author":{"id":"3518983480179242","authorId":"3518983480179242","name":"fincc","avatar":"https://static.tigerbbs.com/752def79475c77ddbeaceabf192b8c5d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>站在市场的观点来说,目前美股远未触底,加息到什么时候也还是很大的未知数,要知道上次美国经历这样的通胀,最终加息到了20%,而现在的通胀比当时还要严重。特斯拉刚过去的三季度财报单季利润33亿美金,同比增长103%,依然开启下跌,当前特斯拉的市盈率已经来到了60多。说这些没有别的,对于蔚来这样在早起就几乎陷入增长乏力,而且很长时间都看不到盈利的企业来说,随着加息和美股下行的长时间持续,几乎没有任何的支撑点,未来不短于一年的时间,依然会是持续的下跌,发行价6元绝不是结束,1-2元可能才是最终的低点。再说一次:月度销量也好,et5也好,对于蔚来的股价不会产生任何实质的影响,如果有影响也只会有一个交易日,接下来还是无尽的下跌趋势。 40元的蔚来,很多人觉得便宜了,到30的时候,感觉股市没道理,等到20的时候,怂恿别人去抄底,现在10元附近了,开始觉得自己就是那个独具慧眼的价值投资者。 现实很残酷,从现在开始买蔚来,至少还会经历两次的被腰斩。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>站在市场的观点来说,目前美股远未触底,加息到什么时候也还是很大的未知数,要知道上次美国经历这样的通胀,最终加息到了20%,而现在的通胀比当时还要严重。特斯拉刚过去的三季度财报单季利润33亿美金,同比增长103%,依然开启下跌,当前特斯拉的市盈率已经来到了60多。说这些没有别的,对于蔚来这样在早起就几乎陷入增长乏力,而且很长时间都看不到盈利的企业来说,随着加息和美股下行的长时间持续,几乎没有任何的支撑点,未来不短于一年的时间,依然会是持续的下跌,发行价6元绝不是结束,1-2元可能才是最终的低点。再说一次:月度销量也好,et5也好,对于蔚来的股价不会产生任何实质的影响,如果有影响也只会有一个交易日,接下来还是无尽的下跌趋势。 40元的蔚来,很多人觉得便宜了,到30的时候,感觉股市没道理,等到20的时候,怂恿别人去抄底,现在10元附近了,开始觉得自己就是那个独具慧眼的价值投资者。 现实很残酷,从现在开始买蔚来,至少还会经历两次的被腰斩。","text":"$蔚来(NIO)$站在市场的观点来说,目前美股远未触底,加息到什么时候也还是很大的未知数,要知道上次美国经历这样的通胀,最终加息到了20%,而现在的通胀比当时还要严重。特斯拉刚过去的三季度财报单季利润33亿美金,同比增长103%,依然开启下跌,当前特斯拉的市盈率已经来到了60多。说这些没有别的,对于蔚来这样在早起就几乎陷入增长乏力,而且很长时间都看不到盈利的企业来说,随着加息和美股下行的长时间持续,几乎没有任何的支撑点,未来不短于一年的时间,依然会是持续的下跌,发行价6元绝不是结束,1-2元可能才是最终的低点。再说一次:月度销量也好,et5也好,对于蔚来的股价不会产生任何实质的影响,如果有影响也只会有一个交易日,接下来还是无尽的下跌趋势。 40元的蔚来,很多人觉得便宜了,到30的时候,感觉股市没道理,等到20的时候,怂恿别人去抄底,现在10元附近了,开始觉得自己就是那个独具慧眼的价值投资者。 现实很残酷,从现在开始买蔚来,至少还会经历两次的被腰斩。","images":[],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":31,"commentSize":14,"repostSize":7,"link":"https://laohu8.com/post/662827204","isVote":1,"tweetType":1,"viewCount":24723,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3540965151568136","authorId":"3540965151568136","name":"Boxer向前跑","avatar":"https://static.tigerbbs.com/db186ef0281ccdc1ea5f8fc37b928bdb","crmLevel":2,"crmLevelSwitch":0},"content":"张嘴就来啊,查一下相关数据美国加息至20%的时候,当时是恶性通胀,CPI年率达到惊人的14%,现在CPI月率也没到10%啊,年率更不会到10%","text":"张嘴就来啊,查一下相关数据美国加息至20%的时候,当时是恶性通胀,CPI年率达到惊人的14%,现在CPI月率也没到10%啊,年率更不会到10%","html":"张嘴就来啊,查一下相关数据美国加息至20%的时候,当时是恶性通胀,CPI年率达到惊人的14%,现在CPI月率也没到10%啊,年率更不会到10%"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":204267119186136,"gmtCreate":1690901238189,"gmtModify":1690901239332,"author":{"id":"3518983480179242","authorId":"3518983480179242","name":"fincc","avatar":"https://static.tigerbbs.com/752def79475c77ddbeaceabf192b8c5d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a>8、9月的交付量才是蔚来相对真实的水平,我不认为能稳定过2万。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a>8、9月的交付量才是蔚来相对真实的水平,我不认为能稳定过2万。","text":"$蔚来(NIO)$ 8、9月的交付量才是蔚来相对真实的水平,我不认为能稳定过2万。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/204267119186136","isVote":1,"tweetType":1,"viewCount":1109,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"127965840282720","authorId":"127965840282720","name":"悟空888","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"content":"别删,月底看结果","text":"别删,月底看结果","html":"别删,月底看结果"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638742125,"gmtCreate":1645543990069,"gmtModify":1645662768354,"author":{"id":"3518983480179242","authorId":"3518983480179242","name":"fincc","avatar":"https://static.tigerbbs.com/752def79475c77ddbeaceabf192b8c5d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>会不会最后中国电动车本土品牌的王者是理想汽车?理由有三:1、单款车独挑新势力不落下风;2、经营务实好于蔚来,品牌形象高于小鹏;3、理想推纯电只是时间问题,再获成功将彻底脱颖而出;4、率先实现盈利,当其他厂商还在攀比销量时,理想已经可以探讨市盈率了。5、企业最终是看企业家,李想就算你不喜欢,也几乎不招黑。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>会不会最后中国电动车本土品牌的王者是理想汽车?理由有三:1、单款车独挑新势力不落下风;2、经营务实好于蔚来,品牌形象高于小鹏;3、理想推纯电只是时间问题,再获成功将彻底脱颖而出;4、率先实现盈利,当其他厂商还在攀比销量时,理想已经可以探讨市盈率了。5、企业最终是看企业家,李想就算你不喜欢,也几乎不招黑。","text":"$蔚来(NIO)$会不会最后中国电动车本土品牌的王者是理想汽车?理由有三:1、单款车独挑新势力不落下风;2、经营务实好于蔚来,品牌形象高于小鹏;3、理想推纯电只是时间问题,再获成功将彻底脱颖而出;4、率先实现盈利,当其他厂商还在攀比销量时,理想已经可以探讨市盈率了。5、企业最终是看企业家,李想就算你不喜欢,也几乎不招黑。","images":[],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":11,"commentSize":20,"repostSize":3,"link":"https://laohu8.com/post/638742125","isVote":1,"tweetType":1,"viewCount":15479,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3557128455572177","authorId":"3557128455572177","name":"凌阿伦_____","avatar":"https://static.tigerbbs.com/591a314cbf88b4db130d41f73075ec2e","crmLevel":5,"crmLevelSwitch":1},"content":"怪不得一天到晚在黑蔚来,原来是理想吹","text":"怪不得一天到晚在黑蔚来,原来是理想吹","html":"怪不得一天到晚在黑蔚来,原来是理想吹"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":632897789,"gmtCreate":1646322996319,"gmtModify":1646386787707,"author":{"id":"3518983480179242","authorId":"3518983480179242","name":"fincc","avatar":"https://static.tigerbbs.com/752def79475c77ddbeaceabf192b8c5d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>抛开理想谈蔚来,为什么说新势力将面临可能覆灭的冬天。电动车常用的全铝车身,铝价一路飞涨;芯片短缺且一路飞涨;锂电池资源匮乏合种原料一路飞涨。也就是说,制造电动车的核心部件全部都在以翻倍的速度飞涨,而且看不到头。另一方面,国家补贴持续退坡,市场竞争日趋激烈。而我们伟大的蔚来,还在咖啡与换电的路上不计成本一路狂奔,还在不走量的车型上不断玩花样。马斯克说过,这一轮金融危机下来,能存活的独角兽企业不超过1%,蔚小理如果只能活下来一家,会是谁?","text":"$蔚来(NIO)$抛开理想谈蔚来,为什么说新势力将面临可能覆灭的冬天。电动车常用的全铝车身,铝价一路飞涨;芯片短缺且一路飞涨;锂电池资源匮乏合种原料一路飞涨。也就是说,制造电动车的核心部件全部都在以翻倍的速度飞涨,而且看不到头。另一方面,国家补贴持续退坡,市场竞争日趋激烈。而我们伟大的蔚来,还在咖啡与换电的路上不计成本一路狂奔,还在不走量的车型上不断玩花样。马斯克说过,这一轮金融危机下来,能存活的独角兽企业不超过1%,蔚小理如果只能活下来一家,会是谁?","images":[],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":10,"commentSize":15,"repostSize":1,"link":"https://laohu8.com/post/632897789","isVote":1,"tweetType":1,"viewCount":7164,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000687","authorId":"9000000000000687","name":"先救我她有对象","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"这个时候最重要的就是抢占市场,盈利不应该作为重要的参考指标","text":"这个时候最重要的就是抢占市场,盈利不应该作为重要的参考指标","html":"这个时候最重要的就是抢占市场,盈利不应该作为重要的参考指标"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":268359070023784,"gmtCreate":1706540229918,"gmtModify":1706596534945,"author":{"id":"3518983480179242","authorId":"3518983480179242","name":"fincc","avatar":"https://static.tigerbbs.com/752def79475c77ddbeaceabf192b8c5d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a> 当前市值100亿美金左右,如果定向增发融资,还得打个折,也就是说蔚来如果再融资,可能10亿美金就要占到15%左右的股份,李斌现在的股权早已经不到10%了,虽然控制权仍然在手中,但是蔚来如果在经营上不能快速扭转,继续融资的代价将越来越大。当然,在座各位手里的股票价值也是在不断缩水的,所以企业的根本还是盈利能力,没有可以无限续杯的融资。这个位置融资就是贱卖。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a> 当前市值100亿美金左右,如果定向增发融资,还得打个折,也就是说蔚来如果再融资,可能10亿美金就要占到15%左右的股份,李斌现在的股权早已经不到10%了,虽然控制权仍然在手中,但是蔚来如果在经营上不能快速扭转,继续融资的代价将越来越大。当然,在座各位手里的股票价值也是在不断缩水的,所以企业的根本还是盈利能力,没有可以无限续杯的融资。这个位置融资就是贱卖。","text":"$蔚来(NIO)$ 当前市值100亿美金左右,如果定向增发融资,还得打个折,也就是说蔚来如果再融资,可能10亿美金就要占到15%左右的股份,李斌现在的股权早已经不到10%了,虽然控制权仍然在手中,但是蔚来如果在经营上不能快速扭转,继续融资的代价将越来越大。当然,在座各位手里的股票价值也是在不断缩水的,所以企业的根本还是盈利能力,没有可以无限续杯的融资。这个位置融资就是贱卖。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/268359070023784","isVote":1,"tweetType":1,"viewCount":7875,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3521790542467421","authorId":"3521790542467421","name":"想在SM公司出道做偶像","avatar":"https://static.tigerbbs.com/9f2aeb05810282f4cdc63961fdf9c02b","crmLevel":6,"crmLevelSwitch":0},"content":"为啥在讨论这个……蔚来有说要融资吗","text":"为啥在讨论这个……蔚来有说要融资吗","html":"为啥在讨论这个……蔚来有说要融资吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":668736974,"gmtCreate":1665153621899,"gmtModify":1665153623809,"author":{"id":"3518983480179242","authorId":"3518983480179242","name":"fincc","avatar":"https://static.tigerbbs.com/752def79475c77ddbeaceabf192b8c5d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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所以长远来看,蔚来股价在未来三年可能下探的极限是3元左右。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/268698917814480","isVote":1,"tweetType":1,"viewCount":4127,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3555770410457530","authorId":"3555770410457530","name":"叶杨小小","avatar":"https://static.tigerbbs.com/2e85c10805bb59769974dc823befe65a","crmLevel":5,"crmLevelSwitch":0},"content":"纯电还是有里程焦虑,车辆销售对象主要还是一线和二线城市,蔚来应该也做一款混动的豪华车维持销量,不过现在看有些晚了","text":"纯电还是有里程焦虑,车辆销售对象主要还是一线和二线城市,蔚来应该也做一款混动的豪华车维持销量,不过现在看有些晚了","html":"纯电还是有里程焦虑,车辆销售对象主要还是一线和二线城市,蔚来应该也做一款混动的豪华车维持销量,不过现在看有些晚了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607532781,"gmtCreate":1639559731793,"gmtModify":1639582192830,"author":{"id":"3518983480179242","authorId":"3518983480179242","name":"fincc","avatar":"https://static.tigerbbs.com/752def79475c77ddbeaceabf192b8c5d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>看了秦力洪的采访,nioday不会有什么好消息了,下周跌破25。","listText":"<a 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href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a>五成仓,成本7.3。蔚来获得造车资质与生产工厂,虽然不能拯救蔚来的销量,甚至不能拯救蔚来,但是让蔚来即使被收购,也具备了较大的实物价值,可以比较放心的底部建仓。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a>五成仓,成本7.3。蔚来获得造车资质与生产工厂,虽然不能拯救蔚来的销量,甚至不能拯救蔚来,但是让蔚来即使被收购,也具备了较大的实物价值,可以比较放心的底部建仓。","text":"$蔚来(NIO)$ 五成仓,成本7.3。蔚来获得造车资质与生产工厂,虽然不能拯救蔚来的销量,甚至不能拯救蔚来,但是让蔚来即使被收购,也具备了较大的实物价值,可以比较放心的底部建仓。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/249181640548432","isVote":1,"tweetType":1,"viewCount":1708,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3495188029450948","authorId":"3495188029450948","name":"没钱没闲","avatar":"https://static.tigerbbs.com/8fcb2d91d6b43235bf0f94d3c6e486a3","crmLevel":2,"crmLevelSwitch":0},"content":"一个你,一个o开头的,你俩怕不是剧团出来的,看前后发言对比太乐呵了[开心]","text":"一个你,一个o开头的,你俩怕不是剧团出来的,看前后发言对比太乐呵了[开心]","html":"一个你,一个o开头的,你俩怕不是剧团出来的,看前后发言对比太乐呵了[开心]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":655302941,"gmtCreate":1685111942784,"gmtModify":1685111949122,"author":{"id":"3518983480179242","authorId":"3518983480179242","name":"fincc","avatar":"https://static.tigerbbs.com/752def79475c77ddbeaceabf192b8c5d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a>最近这两天,给蔚来下指导棋的很多,不光是竞争对手在击掌相庆,连普通网友也在指点江山,好像都比李斌聪明不少。 我一直说一句话:爆款是企业发展实力的成果,不是突然冒出来的运气。蔚来的企业实力没到,注定不会有爆款,不要说发8款车,就是发80款车也不可能有爆款。爆款不是靠运气,不是靠增加点什么配置,减少点什么配置,不是靠如果学谁谁谁。如果真这样,造车就太简单了。 蔚来要打造品牌,车型总价就把自己架在那里,要打造豪华,花里胡哨的硬件就要往上堆,自己没有核心技术,就只有拼那些昂贵的芯片、真皮、电池、音响,这些谁不爱,但是这些东西不是没有代价的。 蔚来想做高端,那些咖啡、免费换电、穷奢极侈的自媒体广告、蛀虫爬身的大捞回扣,这些巨大而无用的花销,哪一个不算到车价里? 蔚来没有自己的工厂,先不要说汽车本质就是制造业,如果改进工艺压低成本,这些与蔚来都没有缘,蔚来还要考虑如何为江淮这样的制造商保留基本利润。换言之,蔚来可以不赚钱,江淮作为代工厂,一不图品牌二不图未来,总不可能也不赚钱。蔚来血亏不影响江淮正常生产利润。 综上:靠高价买来的核心配置、养一堆巨能花钱的服务和营销、含泪也要保证生产商利润。这样的车企有可能活下去吗? 你们经常说砍点这个,砍点那个,降价多少必成爆款,你们不知道蔚来这样的企业,别人36万能爆赚8万,蔚来36万还要亏损。 不是不想增配降价,也不是不想减配降门槛。企业做到这个地步,没有竞争力就是没有竞争力,这是企业整体运作能力的体现。不怪es678,不怪ec678,不怪et57。 蔚来再出100款车,再出10个子品牌,也不可能有爆款。因为本质上,这个企业具备具备独一无二的技术,也不具备质优价廉的根基。有的只是夸大其词的宣传,差强人意的产品,居高不下的价格,","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a>最近这两天,给蔚来下指导棋的很多,不光是竞争对手在击掌相庆,连普通网友也在指点江山,好像都比李斌聪明不少。 我一直说一句话:爆款是企业发展实力的成果,不是突然冒出来的运气。蔚来的企业实力没到,注定不会有爆款,不要说发8款车,就是发80款车也不可能有爆款。爆款不是靠运气,不是靠增加点什么配置,减少点什么配置,不是靠如果学谁谁谁。如果真这样,造车就太简单了。 蔚来要打造品牌,车型总价就把自己架在那里,要打造豪华,花里胡哨的硬件就要往上堆,自己没有核心技术,就只有拼那些昂贵的芯片、真皮、电池、音响,这些谁不爱,但是这些东西不是没有代价的。 蔚来想做高端,那些咖啡、免费换电、穷奢极侈的自媒体广告、蛀虫爬身的大捞回扣,这些巨大而无用的花销,哪一个不算到车价里? 蔚来没有自己的工厂,先不要说汽车本质就是制造业,如果改进工艺压低成本,这些与蔚来都没有缘,蔚来还要考虑如何为江淮这样的制造商保留基本利润。换言之,蔚来可以不赚钱,江淮作为代工厂,一不图品牌二不图未来,总不可能也不赚钱。蔚来血亏不影响江淮正常生产利润。 综上:靠高价买来的核心配置、养一堆巨能花钱的服务和营销、含泪也要保证生产商利润。这样的车企有可能活下去吗? 你们经常说砍点这个,砍点那个,降价多少必成爆款,你们不知道蔚来这样的企业,别人36万能爆赚8万,蔚来36万还要亏损。 不是不想增配降价,也不是不想减配降门槛。企业做到这个地步,没有竞争力就是没有竞争力,这是企业整体运作能力的体现。不怪es678,不怪ec678,不怪et57。 蔚来再出100款车,再出10个子品牌,也不可能有爆款。因为本质上,这个企业具备具备独一无二的技术,也不具备质优价廉的根基。有的只是夸大其词的宣传,差强人意的产品,居高不下的价格,","text":"$蔚来(NIO)$ 最近这两天,给蔚来下指导棋的很多,不光是竞争对手在击掌相庆,连普通网友也在指点江山,好像都比李斌聪明不少。 我一直说一句话:爆款是企业发展实力的成果,不是突然冒出来的运气。蔚来的企业实力没到,注定不会有爆款,不要说发8款车,就是发80款车也不可能有爆款。爆款不是靠运气,不是靠增加点什么配置,减少点什么配置,不是靠如果学谁谁谁。如果真这样,造车就太简单了。 蔚来要打造品牌,车型总价就把自己架在那里,要打造豪华,花里胡哨的硬件就要往上堆,自己没有核心技术,就只有拼那些昂贵的芯片、真皮、电池、音响,这些谁不爱,但是这些东西不是没有代价的。 蔚来想做高端,那些咖啡、免费换电、穷奢极侈的自媒体广告、蛀虫爬身的大捞回扣,这些巨大而无用的花销,哪一个不算到车价里? 蔚来没有自己的工厂,先不要说汽车本质就是制造业,如果改进工艺压低成本,这些与蔚来都没有缘,蔚来还要考虑如何为江淮这样的制造商保留基本利润。换言之,蔚来可以不赚钱,江淮作为代工厂,一不图品牌二不图未来,总不可能也不赚钱。蔚来血亏不影响江淮正常生产利润。 综上:靠高价买来的核心配置、养一堆巨能花钱的服务和营销、含泪也要保证生产商利润。这样的车企有可能活下去吗? 你们经常说砍点这个,砍点那个,降价多少必成爆款,你们不知道蔚来这样的企业,别人36万能爆赚8万,蔚来36万还要亏损。 不是不想增配降价,也不是不想减配降门槛。企业做到这个地步,没有竞争力就是没有竞争力,这是企业整体运作能力的体现。不怪es678,不怪ec678,不怪et57。 蔚来再出100款车,再出10个子品牌,也不可能有爆款。因为本质上,这个企业具备具备独一无二的技术,也不具备质优价廉的根基。有的只是夸大其词的宣传,差强人意的产品,居高不下的价格,","images":[],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":3,"commentSize":13,"repostSize":0,"link":"https://laohu8.com/post/655302941","isVote":1,"tweetType":1,"viewCount":7420,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3507155072547199","authorId":"3507155072547199","name":"886nba","avatar":"https://static.tigerbbs.com/49d9dc2bc2eae4e0bd1d9ac0f2a19eba","crmLevel":1,"crmLevelSwitch":0},"content":"是中国车主大部分不懂车,不肯买蔚来这么好的车","text":"是中国车主大部分不懂车,不肯买蔚来这么好的车","html":"是中国车主大部分不懂车,不肯买蔚来这么好的车"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":659070089,"gmtCreate":1679581597941,"gmtModify":1679581598897,"author":{"id":"3518983480179242","authorId":"3518983480179242","name":"fincc","avatar":"https://static.tigerbbs.com/752def79475c77ddbeaceabf192b8c5d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AEHR\">$Aehr Test Systems(AEHR)$ </a>太强了","listText":"<a href=\"https://laohu8.com/S/AEHR\">$Aehr Test Systems(AEHR)$ </a>太强了","text":"$Aehr Test Systems(AEHR)$ 太强了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/659070089","isVote":1,"tweetType":1,"viewCount":878,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3548288484713141","authorId":"3548288484713141","name":"九天仙女","avatar":"https://static.tigerbbs.com/090964fe9ac33f191a11903a8865dadb","crmLevel":1,"crmLevelSwitch":1},"content":"那儿强了?裤子都跌下来了","text":"那儿强了?裤子都跌下来了","html":"那儿强了?裤子都跌下来了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":621912463,"gmtCreate":1671806175153,"gmtModify":1671806176118,"author":{"id":"3518983480179242","authorId":"3518983480179242","name":"fincc","avatar":"https://static.tigerbbs.com/752def79475c77ddbeaceabf192b8c5d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>今天先跌后涨","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>今天先跌后涨","text":"$特斯拉(TSLA)$ 今天先跌后涨","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":2,"commentSize":14,"repostSize":1,"link":"https://laohu8.com/post/621912463","isVote":1,"tweetType":1,"viewCount":10186,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4092177932484180","authorId":"4092177932484180","name":"雁门关向东二万五千里","avatar":"https://static.tigerbbs.com/f8028d384edafa7b6d189626466fbab1","crmLevel":2,"crmLevelSwitch":0},"content":"特斯拉已经今非夕比了,记得去年老马宣布出完货,连涨多日,今天居然跌的最猛,热度已经大不如从前了。","text":"特斯拉已经今非夕比了,记得去年老马宣布出完货,连涨多日,今天居然跌的最猛,热度已经大不如从前了。","html":"特斯拉已经今非夕比了,记得去年老马宣布出完货,连涨多日,今天居然跌的最猛,热度已经大不如从前了。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":634005112,"gmtCreate":1647267581626,"gmtModify":1647326099922,"author":{"id":"3518983480179242","authorId":"3518983480179242","name":"fincc","avatar":"https://static.tigerbbs.com/752def79475c77ddbeaceabf192b8c5d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>为什么说这个位置不应看空:1、短期下跌过多过快,即使在技术层面也需要有一个周线级别的反弹,没有一直跌的股票。2、市场情绪清一色看空,连最倔强的多头我看也绝望了,抄底的声音几乎没有了,这个时候往往就是情绪拐点的时候了。3、抛开基本面来说,蔚来小鹏没有腾讯阿里那种鬼故事,什么美国不让用app直接就休克,制造业不会,目前的下跌都是破产的跌法,过头了。4、相信不管多么不喜欢蔚来,国产电动车至少在国内市场能占有一席之地,市场不完全是投机者,有魄力的机构应该还没有绝迹。5、够了。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>为什么说这个位置不应看空:1、短期下跌过多过快,即使在技术层面也需要有一个周线级别的反弹,没有一直跌的股票。2、市场情绪清一色看空,连最倔强的多头我看也绝望了,抄底的声音几乎没有了,这个时候往往就是情绪拐点的时候了。3、抛开基本面来说,蔚来小鹏没有腾讯阿里那种鬼故事,什么美国不让用app直接就休克,制造业不会,目前的下跌都是破产的跌法,过头了。4、相信不管多么不喜欢蔚来,国产电动车至少在国内市场能占有一席之地,市场不完全是投机者,有魄力的机构应该还没有绝迹。5、够了。","text":"$蔚来(NIO)$为什么说这个位置不应看空:1、短期下跌过多过快,即使在技术层面也需要有一个周线级别的反弹,没有一直跌的股票。2、市场情绪清一色看空,连最倔强的多头我看也绝望了,抄底的声音几乎没有了,这个时候往往就是情绪拐点的时候了。3、抛开基本面来说,蔚来小鹏没有腾讯阿里那种鬼故事,什么美国不让用app直接就休克,制造业不会,目前的下跌都是破产的跌法,过头了。4、相信不管多么不喜欢蔚来,国产电动车至少在国内市场能占有一席之地,市场不完全是投机者,有魄力的机构应该还没有绝迹。5、够了。","images":[],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/634005112","isVote":1,"tweetType":1,"viewCount":6228,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3460093800241780","authorId":"3460093800241780","name":"尛田","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"content":"也不知道你这些结论哪来的,我问你,《外国公司问责法》取消了吗?还是谈出新的协议?","text":"也不知道你这些结论哪来的,我问你,《外国公司问责法》取消了吗?还是谈出新的协议?","html":"也不知道你这些结论哪来的,我问你,《外国公司问责法》取消了吗?还是谈出新的协议?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":656564046,"gmtCreate":1683812611986,"gmtModify":1683812613594,"author":{"id":"3518983480179242","authorId":"3518983480179242","name":"fincc","avatar":"https://static.tigerbbs.com/752def79475c77ddbeaceabf192b8c5d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a>蔚来137亿,小鹏90亿,理想,290亿。按现在的业绩,理想市值应该是蔚来+小鹏的2倍以上,也就是未来的3倍以上。理想目前估值基本合理,蔚来还有30%的下跌空间,前提是差距不继续拉大。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a>蔚来137亿,小鹏90亿,理想,290亿。按现在的业绩,理想市值应该是蔚来+小鹏的2倍以上,也就是未来的3倍以上。理想目前估值基本合理,蔚来还有30%的下跌空间,前提是差距不继续拉大。","text":"$蔚来(NIO)$ 蔚来137亿,小鹏90亿,理想,290亿。按现在的业绩,理想市值应该是蔚来+小鹏的2倍以上,也就是未来的3倍以上。理想目前估值基本合理,蔚来还有30%的下跌空间,前提是差距不继续拉大。","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":1,"commentSize":15,"repostSize":0,"link":"https://laohu8.com/post/656564046","isVote":1,"tweetType":1,"viewCount":6867,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"127965840282720","authorId":"127965840282720","name":"悟空888","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"content":"你意思蔚来会跌倒五块呗","text":"你意思蔚来会跌倒五块呗","html":"你意思蔚来会跌倒五块呗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":867927394,"gmtCreate":1633190488037,"gmtModify":1633190488037,"author":{"id":"3518983480179242","authorId":"3518983480179242","name":"fincc","avatar":"https://static.tigerbbs.com/752def79475c77ddbeaceabf192b8c5d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"销量刹不住。那些口口声声看不上特斯拉的人难道不应该反思一下,为什么特斯拉的销量会越黑越高?","listText":"销量刹不住。那些口口声声看不上特斯拉的人难道不应该反思一下,为什么特斯拉的销量会越黑越高?","text":"销量刹不住。那些口口声声看不上特斯拉的人难道不应该反思一下,为什么特斯拉的销量会越黑越高?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/867927394","repostId":"2172645879","repostType":2,"repost":{"id":"2172645879","pubTimestamp":1633188887,"share":"https://www.laohu8.com/m/news/2172645879?lang=&edition=full","pubTime":"2021-10-02 23:34","market":"us","language":"zh","title":"特斯拉第三季度交付量24.13万,超市场预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2172645879","media":"格隆汇","summary":"特斯拉第三季度交付量24.13万,市场预估22.3677万;特斯拉第三季度汽车产量23.7823万辆,同比增加64%。","content":"<p>特斯拉第三季度交付量24.13万,市场预估22.3677万;特斯拉第三季度汽车产量23.7823万辆,同比增加64%。</p>","source":"live_gelonghui","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉第三季度交付量24.13万,超市场预期</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8350896f4f33c86bc28f200b67ab82b4","relate_stocks":{"TSLA":"特斯拉"},"source_url":"http://www.gelonghui.com/rss/live/live.xml","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2172645879","content_text":"特斯拉第三季度交付量24.13万,市场预估22.3677万;特斯拉第三季度汽车产量23.7823万辆,同比增加64%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1174,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"275819275022896","authorId":"275819275022896","name":"约翰","avatar":"https://static.tigerbbs.com/ad1bbc78ee49142cbe14dec72f0436a6","crmLevel":1,"crmLevelSwitch":0},"content":"许多老外或者住在国外的华人看不上中国超级工厂,人蠢钱多就会做空特斯拉,我们多头只能感谢他们送钱了,外国媒体一日不停黑中国,这种钱就会一直飞过来。","text":"许多老外或者住在国外的华人看不上中国超级工厂,人蠢钱多就会做空特斯拉,我们多头只能感谢他们送钱了,外国媒体一日不停黑中国,这种钱就会一直飞过来。","html":"许多老外或者住在国外的华人看不上中国超级工厂,人蠢钱多就会做空特斯拉,我们多头只能感谢他们送钱了,外国媒体一日不停黑中国,这种钱就会一直飞过来。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":309390698045552,"gmtCreate":1716562500715,"gmtModify":1716562502566,"author":{"id":"3518983480179242","authorId":"3518983480179242","name":"fincc","avatar":"https://static.tigerbbs.com/752def79475c77ddbeaceabf192b8c5d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a> 今年年底之前,小鹏市值将显著超过蔚来,追赶理想。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a> 今年年底之前,小鹏市值将显著超过蔚来,追赶理想。","text":"$蔚来(NIO)$ 今年年底之前,小鹏市值将显著超过蔚来,追赶理想。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/309390698045552","isVote":1,"tweetType":1,"viewCount":1444,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3545732725040357","authorId":"3545732725040357","name":"神行九天","avatar":"https://static.tigerbbs.com/8163c26693b16b962076aacad812a17e","crmLevel":4,"crmLevelSwitch":0},"content":"小目前看还没有车型卖的很好。看不到发力的点。","text":"小目前看还没有车型卖的很好。看不到发力的点。","html":"小目前看还没有车型卖的很好。看不到发力的点。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":295651080454472,"gmtCreate":1713189406974,"gmtModify":1713253719318,"author":{"id":"3518983480179242","authorId":"3518983480179242","name":"fincc","avatar":"https://static.tigerbbs.com/752def79475c77ddbeaceabf192b8c5d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a> 你们什么心情?","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a> 你们什么心情?","text":"$蔚来(NIO)$ 你们什么心情?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":13,"repostSize":0,"link":"https://laohu8.com/post/295651080454472","isVote":1,"tweetType":1,"viewCount":9711,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3507155072547199","authorId":"3507155072547199","name":"886nba","avatar":"https://static.tigerbbs.com/49d9dc2bc2eae4e0bd1d9ac0f2a19eba","crmLevel":1,"crmLevelSwitch":0},"content":"很明显,中国人不懂车,所以销量不行,西方人不懂股票,所以股价不行","text":"很明显,中国人不懂车,所以销量不行,西方人不懂股票,所以股价不行","html":"很明显,中国人不懂车,所以销量不行,西方人不懂股票,所以股价不行"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}