$蔚來(NIO)$ 放棄市場份額,可能會無法活下去,降低利潤率,還有機會挺過來。蔚來以及其他新勢力的跟隨降價,已經拉響價格戰,一旦打響很殘酷,感覺更利好高利潤率的一方[正經] $特斯拉(TSLA)$ 

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  • b180be3
    ·2023-02-02
    特斯拉的价格战实际上拉低了自己的品牌,反而威胁到不到蔚来。3和y和蔚来也不在一个价格区间。蔚来如果降价,不仅毛利堪忧,同时也会拉低自己品牌格调。
    特斯拉真正威胁到蔚来的时候,是s和x两款车国产化的时候,进入同一价格区间进行竞争。
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    • b180be3Replying toAoeivu
      额,特斯拉毛坯房这个人尽皆知的,不用水军洗
      往好了说,特斯拉在成本控制上做得非常牛逼 [贱笑]
      2023-02-02
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    • Aoeivu
      我最讨厌蔚来水军那句 特斯拉就是毛胚房,有品位的人是不会买的。
      对不起,你们慢慢品味吧。看蔚来倒闭了你们去哪换电
      2023-02-02
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    • 7dd45360
      有道理[强]就怕价格战引发的连锁反应,其他新势力跟随区间降价,也会间接影响蔚来市场份额,而且毛利还会影响后续的研发投入相对滞后,感觉长期影响更大
      2023-02-02
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  • mutouren
    ·2023-02-02

    呵呵,适合这时候低价收货

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    • 7dd45360
      [笑哭]
      2023-02-02
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  • Aoeivu
    ·2023-02-02
    蔚来吃枣药丸,三傻唯一能看的就是理想
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    • Aoeivu
      然后我买了300块钱的蔚来call,倒闭前我觉得会有一波拉涨。六月过期
      2023-02-02
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    • 7dd45360
      确实,理想的设计以及定位群体很好,新车型反馈和销量也都不错
      2023-02-02
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  • kevinCc
    ·2023-02-02

    [开心] 

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  • kevinCc
    ·2023-02-02
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