Buffett Apprentice$蔚来汽车 (NIO.US)外行新手，胡言乱语抛个砖吧。本人韭菜看不懂数据，只能从个人理解上瞎聊点虚的
看好蔚来是看好他的架构，始终觉得他的车不是长久之计，没啥厉害的护城河，背后的能源才是重点，类似正荣集团和复地集团的房地产业务，放业内都是前茅，但是和集团主业相比就是一根葱。看他提到了充电站规模效应出现，我觉得敢说出来，那实际应该是超预期了，等三季度了。
小鹏也是有自己的梦想的，只不过智驾这玩意没法自证厉害，毕竟有马斯克在前边，不像蔚来闷头干自己的就行
记得十几年前，智能机很便宜，又大，彩铃还响，啥游戏都有，屏幕字体也花哨，满大街都是外放，国产品牌赚的盆满钵满。十年过去了，那些国产神机都没了，剩下的是自成一派的华为小米，还有永远的苹果。
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