文|高见观潮销量上来了,爆款有了,股价也涨了。8月,蔚来交付量创下历史新高,达3.1万辆;9月2日,二季度财报一出,交付增长、营收提升、亏损收窄,一切仿佛都在回暖;市值回到千亿人民币,蔚来创始人李斌终于不用再被问“还能活多久”。但如果只看这些热闹数据,可能会忽略更深层的现实:这家公司依然处于技术性负资产状态,仍然在靠价格换市场、靠爆款赌时间;而它最重要的资源——用户信任和现金流,并没有真正恢复。...
Source Link文|高见观潮销量上来了,爆款有了,股价也涨了。8月,蔚来交付量创下历史新高,达3.1万辆;9月2日,二季度财报一出,交付增长、营收提升、亏损收窄,一切仿佛都在回暖;市值回到千亿人民币,蔚来创始人李斌终于不用再被问“还能活多久”。但如果只看这些热闹数据,可能会忽略更深层的现实:这家公司依然处于技术性负资产状态,仍然在靠价格换市场、靠爆款赌时间;而它最重要的资源——用户信任和现金流,并没有真正恢复。...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.