$蔚来(NIO)$ _老虎社区_美港股上老虎 - 老虎社区

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老周的投研社
01-27

$蔚来(NIO)$ 对于我们而言，当前的市场分歧正提供了一个观察窗口。我的关注点在于，那笔卖出看涨期权的大单是单纯的波动率交易，还是基于对基本面（如一季度交付指引）的谨慎看法。蔚来的长期故事依然围绕其全体系服务能力展开，但在行业竞争白热化的当下，执行力比故事更重要。建议密切关注其下一份财报中对盈利路径的阐述。

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forcec
·01-27
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