$NIO Inc(NIO.US$看这个样子,估计底部也就是在33了,可惜了没到30。震荡两周,就要继续上行了lol
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$NIO Inc(NIO.US$ 按纪律,29加第二波
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$NIO Inc(NIO.US$
(Turn)
First, the trend of electrification of electric vehicles has only just begun, and now it has just reached a definite critical point. What I've talked about before is all about expectations. This year is the beginning of a real major trend in industrialization.
This industry should be said to be very clear when looking at 5, 10, or more years. The global penetration rate of electric vehicles is probably only 5 or 6 points. In the future, I think 50 points or even 100 points is just a matter of time.
You look expensive now, and if you consider that space is actually not expensive, after all, major industrial trends have been established now.
In the past, stocks that speculated on new energy vehicles did rise almost as much. People took a break at the beginning. The reason for taking a break was because in the past, they were driven by policies, and generally wave by wave.
The main reason is that the sales volume is too good, and the policy needs to be accelerated. After a period of time, sales volume was poor, and the company's performance was also relatively poor, so we pulled back again, waited until the adjustments were completed, and then started a new round.
So the big cycle and the big wave band were still very obvious before, but we think that starting this year, there will be very little possibility of a pullback. It will be a major industry trend that continues to rise, and this industry trend has only just begun.
Second, in the past, speculating on electric cars was usually the best target first, but in this round, they were all good companies. In the past, storytelling companies didn't rise. Why?
Because now everyone is more professional, from an industrial point of view, leading companies with technical advantages and cost advantages. Looking at this kind of company for 5 or 10 years, its certainty is quite clear, and this kind of asset is definitely...
(Turn)
First, the trend of electrification of electric vehicles has only just begun, and now it has just reached a definite critical point. What I've talked about before is all about expectations. This year is the beginning of a real major trend in industrialization.
This industry should be said to be very clear when looking at 5, 10, or more years. The global penetration rate of electric vehicles is probably only 5 or 6 points. In the future, I think 50 points or even 100 points is just a matter of time.
You look expensive now, and if you consider that space is actually not expensive, after all, major industrial trends have been established now.
In the past, stocks that speculated on new energy vehicles did rise almost as much. People took a break at the beginning. The reason for taking a break was because in the past, they were driven by policies, and generally wave by wave.
The main reason is that the sales volume is too good, and the policy needs to be accelerated. After a period of time, sales volume was poor, and the company's performance was also relatively poor, so we pulled back again, waited until the adjustments were completed, and then started a new round.
So the big cycle and the big wave band were still very obvious before, but we think that starting this year, there will be very little possibility of a pullback. It will be a major industry trend that continues to rise, and this industry trend has only just begun.
Second, in the past, speculating on electric cars was usually the best target first, but in this round, they were all good companies. In the past, storytelling companies didn't rise. Why?
Because now everyone is more professional, from an industrial point of view, leading companies with technical advantages and cost advantages. Looking at this kind of company for 5 or 10 years, its certainty is quite clear, and this kind of asset is definitely...
Translated
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$NIO Inc(NIO.US$ 美股牛牛圈太不活跃了。抄了今天39的底。但谁知道以后呢?永远做好position management。
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$NIO Inc(NIO.US$ 加了计划仓位的20%,下一个点位$27,加40%。不知道能不能到
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