linlinFF
2019-11-19
$蔚来(NIO)$
蔚来这次的销售业绩已经可以了，不知道大家去过蔚来的销售中心吗，你们感觉蔚来的销售顾问有去担心自己的业绩吗？有担心你到底买不买车吗？再回想一下传统4s店，只要你没买车出了店门，最少五天之内天天给你打电话，那么蔚来这个业绩我认为还是很好的
免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。
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xuyue
2019-11-19
xuyue
现在实际情况是es8库存车都被抢光了，因为送配置，es6订单量很大，提车基本要等到明年了
股神学友哥
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晨灿__
:
good
晨灿__
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股神学友哥
:
举报
一刀兄
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股神学友哥
:
你以为互联网是法外之地是吧？
ppflying
:
现在送啥配置？
Rockystone
2019-11-19
Rockystone
销量大幅增长是都知道的，但这个要到下月初才公布。现在市场担心的还是蔚来急需融资，没有新的融资，蔚来的日子是论天倒数的。另外一个是三季度报表，这也是一个不确定因素。
我们多数人都对进一步融资都持乐观态度，大机构和基金也是同样判断，这也是多数机构增持的主要原因。但国内外报道都是看空蔚来，目的是配合机构低位吸筹。所以，蔚来还是长期看好。
Rockystone
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小李飞刀888
:
电话会议在9月底，已经是三季度末了
小李飞刀888
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Rockystone
:
我觉得另外一个因素就是要看毛利率情况是不是有好转
小李飞刀888
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Rockystone
:
二季报主要是计提了电池召回的费用。另外电话会的时候，也提到了会大幅削减运营的费用。所以亏损应该是会收窄。
Rockystone
:
三季度报表的不确定因素很大，如果亏损收窄，在25亿以内，对蔚来是利好，25-30亿之间在市场预期范围内，对股价影响不大，如果亏损超过30亿，估计就和二季度报表的冲击一样，股价会重挫。这也是市场摇摆不定，一直盘整的主要原因。
Lady_Susu
2019-11-19
Lady_Susu
蔚来的服务还是相当不错的
小李飞刀888
:
服务没得说！！
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精彩评论
我们多数人都对进一步融资都持乐观态度，大机构和基金也是同样判断，这也是多数机构增持的主要原因。但国内外报道都是看空蔚来，目的是配合机构低位吸筹。所以，蔚来还是长期看好。