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堕落的价投
02-08

$蔚来(NIO)$ 其实蔚来最大的问题是搞的太杂了，什么都想搞，手机有必要做吗？换电站的速度能跑得过快充的发展吗？几年前我就这么说，大战略上出了问题。本来走高端路线，什么都用最好的，采购价格高利润高销量高不会这么快衰败，但什么都想搞就什么都搞不好。

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戈仑
·02-08
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的确，我也买蔚来的put。至少25年看不到翻身的希望，摊子大、效率低是非常致命的，AI风口估计也搭不上了，巨额研发费用和产出明显不成正比。
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- 堕落的价投:
  这么小数字的股价再做空，不是太划算吧[捂脸]
  02-08
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