Total Assets那个时候有预期，现在新能源征程过大半，渗透率最终估计 70 到 80，现在过 50 了，各家基本定型，都在卷，研发费用，营销费用居高不下，理想基本就是新能源销量天花板了估值也就那样，蔚来还有个机会现在就是看换电能否成功出圈！
$蔚来汽车 (NIO.US)真是不明白之前 60 是怎么涨上去的🤣😅
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