$蔚来(NIO)$ _老虎社区_美港股上老虎 - 老虎社区

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灬ccXo
2023-11-22

$蔚来(NIO)$ 有关换电的一些自我理解

1.长安的进场，说明国家队的方向，长期看这个是件好事，越多国家队的站场，越说明换电的上下兼容性，但是这件事姑且暂时看成新老交替的丝绸之路吧，因为整体的回报绝不可能在短期，参照一带一路，如果是几年就可以成的话，那也不至于全球在一带一路上还有那么多底层国家了。

2.换电的模式在于可以让更多人多一个选择，可以更合理的安排资源，试想一下全国有多少房产不具备安装充电桩，或者是安装了并不能满足高效快速补能的能力，而全国每天又有多少电能的产出，短期还好，但是当全面禁油车的时代来临时快速切换，到那时再去布局，显然不可能

3.社会层面，全国那么多私家车，充电枪的全面覆盖到每个车位还不如多几个补能的选择，在一定程度上也能缓解用电压力，毕竟换电站也是个合理的小型储能站

不过都只是点个人见解，应该还有一些其他层面的内容，简洁来说，换电是有必要的，如果一定要用智能手机发展的进程去看，短期还做不到完全脱离有换电的一步，毕竟当年的智能手机之路，苹果也是后起之秀

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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骑母猪闯红灯
·2023-11-22
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现在蔚来最大的问题是现金流问题
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- 灬ccXo:
  你觉得国家队进场后他还缺么？
  2023-11-22
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港谷小子
·2023-11-22
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江湖传闻蔚来的现金流好像出了问题
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- 灬ccXo:
  江湖传闻的很多问题，禁不起推敲
  2023-11-22
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- 灬ccXo:
  现金流短期季度来说有压力，但不会是有问题
  2023-11-22
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栋哥
·2023-11-22
手中有他的股票，咱们也算是同一战线了
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百亿身价经验
·2023-11-22
换电绝对没有问题，蔚来的问题不在于换电
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说你逗你还真逗00
·2023-11-22
国家队的方向还是可以跟一把的
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超越666888
·2023-11-22
阅
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