Buffett Apprentice
Posts$蔚来-SW.HK 琴日升 2 成，最近升势唔錯，又有好多專家出來講佢嘅長期主義。我嘅觀點一如既往，蔚来冇將來，短線都最好唔好掂！
一個做整車嘅企業把自己嘅標籤做成咗換電，本質就係主航道上競爭力嚴重唔足。企業冇能力正面衝鋒，只能開拓側翼戰場，嘗試突圍。呢樣嘅做法，即使換電成功咗，佢都係杂牌軍，冇法成為主力。
換電都唔得。理想嘅增程跑出之前，行業嘅主流觀點係唔看好增程，但理想 ONE 成功之後，行業內對增程嘅觀點馬上改觀，增程車型如雨後春筍咁往外冒。但係，對換電呢條賽道，只見雷聲響，咁多年咗，除咗蔚来，冇見過任何一個其他品牌推出換電車型。
行業虧損王，仲唔集中力量做大事，搞手機想替代 iPhone，搞晶片想替代英偉達，心比天還高，但完全唔顧現實，投資決策睇唔到任何堅實基礎。你一個做車嘅，車都冇搞好，憑咩搞得好手機，晶片呢？能唔能先將主業穩固咗，再嚟搞呢啲錦上添花嘅嘢呢？
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