$蔚来汽车(NIO.US) 7 月交付,理想 8598,小鹏 8040,蔚来 7931。理想领先,只能说,现在过渡阶段,有里程焦虑的还是很多的。随着电动车基础设施越来越成熟,增程车的需求会越来越小,这个过渡期在我看来还比较长的,经常自驾游的唯一用车不可能选纯电,体验太差。电动车已经有红海的倾向,新势力无论从产品和占领用户心智已经超越传统车了,随着曝光和认知的增加,传统车就像温水煮青蛙,越来越危险。蔚来交付略有减少,在我看来,就是目前市场,对电动车认知总的市场空间有限,第二辆车和限牌车市场空间快消化完了。但如果以年为单位去看,都是会显著增长的。$小鹏汽车-W(09868.HK) $理想汽车(LI.US)
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