$蔚来汽车(NIO.US) 7 月交付，理想 8598，小鹏 8040，蔚来 7931。理想领先，只能说，现在过渡阶段，有里程焦虑的还是很多的。随着电动车基础设施越来越成熟，增程车的需求会越来越小，这个过渡期在我看来还比较长的，经常自驾游的唯一用车不可能选纯电，体验太差。电动车已经有红海的倾向，新势力无论从产品和占领用户心智已经超越传统车了，随着曝光和认知的增加，传统车就像温水煮青蛙，越来越危险。蔚来交付略有减少，在我看来，就是目前市场，对电动车认知总的市场空间有限，第二辆车和限牌车市场空间快消化完了。但如果以年为单位去看，都是会显著增长的。$小鹏汽车-W(09868.HK) $理想汽车(LI.US)
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.