Nov 11th, 2020, 21:14 | #1 |
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好像要冲60的感觉
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Nov 11th, 2020, 23:36 | #2 |
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Nov 12th, 2020, 13:14 | #3 | |
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引用:
明年下半年要出口欧洲,销量还要激增.今年特斯拉销量目标是50万辆,市值4000亿,蔚来达到这个销量应该在2025年之前,市值打个7折,就有2800亿,对应股价200多.B.G给的长期估值3000亿. 但蔚来做的不仅仅是电动车,他要做用户生态圈,这是另一个很大潜力的领域,现在蔚来已经开始销售自己品牌的日用品,都是高档产品,而且供不应求.加上NIO LIFE, NIO POWER估值还有上升空间,远期目标达到300是可能的. |
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感谢 kylin 此篇文章之用户: |
jo jo (Nov 12th, 2020) |
Nov 12th, 2020, 15:21 | #4 | |
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引用:
现在的股价对应蔚来当前经营状况肯定是虚高了,甚至比特斯拉泡沫已经大了很多。所以短期不具有投资价值。但电动车行业的全产业链都在中国,中国的电动车企将来抢占日韩德国的车企市场份额是必然的,按照几个新能源汽车增长速度来看,比特斯拉早年快的多。所以高估值也不是没有道理。加上热钱暂时从特斯拉转到中概也可以理解。 |
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Nov 12th, 2020, 15:45 | #5 | |
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引用:
现在的股价对应蔚来当前经营状况肯定是虚高了,甚至比特斯拉泡沫已经大了很多。所以短期不具有投资价值。但电动车行业的全产业链都在中国,中国的电动车企将来抢占日韩德国的车企市场份额是必然的,按照几个新能源汽车增长速度来看,比特斯拉早年快的多。所以高估值也不是没有道理。加上热钱暂时从特斯拉转到中概也可以理解。 |
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感谢 kylin 此篇文章之用户: |
jo jo (Nov 12th, 2020) |
Nov 12th, 2020, 23:23 | #7 |
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Nov 13th, 2020, 02:00 | #8 |
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Nov 13th, 2020, 09:08 | #9 |
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Nov 13th, 2020, 16:33 | #10 |
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Nov 13th, 2020, 19:26 | #11 |
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Dec 2nd, 2020, 10:56 | #12 |
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Dec 2nd, 2020, 16:45 | #13 |
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Dec 24th, 2020, 09:22 | #14 |
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怎么看黑莓?
Jo Jo 怎么看黑莓,还有大的机会吗?什么时候适合进场?
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Dec 24th, 2020, 17:53 | #15 |
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Jan 9th, 2021, 20:31 | #16 |
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Jan 11th, 2021, 19:12 | #18 |
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Jan 15th, 2021, 13:14 | #19 |
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Jan 19th, 2021, 18:07 | #20 |
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