$小马智行(PONY_老虎社区_美港股上老虎

小小橙子
2025-05-21

$小马智行(PONY)$ 你比文远贵一倍，人家比你好很多

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胡涛tommy
·2025-05-22
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我看好小马。我天天坐小马
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- 小小橙子:
  我也坐过，但是估值太高了。其实头部l4无论从技术和产品都差不多，主要看商业化程度。文远知行毛利率领先，估值低，商业化强，这就是差距。
  2025-05-24
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