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- 李可李可
  ·2020-11-06
  $蔚来(NIO)$ 今天看到一句话，对我的触动特别大：现在的投资者的心态和思路正在发生变化，有人开始用投资一级市场的思路来做二级市场了。像今年的蔚来涨了这么多，现在公司的产能已经跟不上这种估值了，但为什么还有这么多人来买。如果按照一级市场的逻辑，只要你的商业模式和创始团队足够靠谱，你就能用很高的估值融到钱。至于这个阶段赚不赚钱，有没有业绩，投资人没有那么关心，他们的看的是成长性。
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