102118590
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Guys Praying tonite. Nio also has invested in the startup Pony AI in robotaxi business will be listed soon in the US. The Chinese first robotaxi to be listed. This is a good news and sooner or later more will be listed too. Probably Onvo or Firefly will be listed too. Just like Geely has Zeekr and Polestar listed in the US too. ![]()
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102118590
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$蔚来 (NIO.US)$ 实际上，这是一个相当糟糕的结果。远低于我的预期。毛利不错，但净损失几乎与上季度持平，尽管交付量几乎翻了一番。我想知道如果销售更多汽车不能帮助它们盈利，那么需要什么才能实现盈利。如果今天收市是红的，我一点也不惊讶，不过希望我错了。
投资了蔚来。
投资了蔚来。
已翻译
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102118590 楼主 : 你可以对比理想和蔚来的市值，然后当年理想月交付4，5万辆的时候股价是多少，差不多30，40块左右。那么蔚来要如何月交付四万辆，蔚来2万，乐道2万，是不是就很轻松达到4万辆了？那么有没有机会做到，就要等到明年一季度了，如果做到了是不是有机会股价也能到30块？ 如果你要看的更远，明年9月F3工厂开始交付，3家工厂加起来是可以年交百万辆的（特斯拉在中国的级别了）。所以买了就安心等待，等待资金进来，股票自然会涨了