除了理想和小鵬，我們持續重倉智能電動車產業鏈

i 黑馬網
2021.03.08 09:22

其中投資的兩家核心整車商（理想與小鵬），就像戰爭中的制高點，令我們可以用一個更全局的視角去看待整個智能電動車產業 ... 像特斯拉、理想、小鵬這些強調科技屬性的智能電動車公司，未來能成為營收比肩豐田、利潤率看齊谷歌、資本效率遠超歷史上所有制造業公司、還同時擁有車企水平的低資本成本的公司嗎 ... 如今，智能電動車產業鏈相當於智能手機的前期，產業鏈公司估值和業績的上漲，主要來源於整車廠銷量的高預期。

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