Fiesco 的讨论

看看小鹏的销量了么？上周2000辆，新势力中最差的，你期望他逆袭，base on what?

理想卖的多又怎么样？除了利息收入还亏了6亿，看短期销量就别考虑小鹏，你这言论就是花钱的水军吧

Funny that it is you who said Xpeng's sales will crush in Q2. Even by looking at its own sales predicition, it will not crush. I don't expect, and I don't know whther its sales will grow significantly, but I know it won't crush. Read yout own words before commenting on me.

新能源新在哪里?电控，智驾。赛力斯理想们选的混动路好，但不是新能源关键，小鹏是国内妥妥智驾王者。

不一定，光伏是2B，没有品牌属性，如果供应格局不能垄断，就是非常差的商业模式

同样的逻辑可以套在任何一家电车玩家头上，所以你认为每一位二季度都会跪？

可惜资金不听你白活……看看美股盘前吧！

看大势，竞争是越来越激烈还是缓解？同类型车型是越来越多还是越来越少？ 友商都在裁员还是在扩产？

I don't care, 丝毫不影响二季度跪！

劣币驱逐良币