小鵬有低端車型，如果能走量，說不定真有可能成爲小米，但現在看財報裏g3不太受市場歡迎，還需要改進。p7就是正常發揮，看看價格能不能讓利，如果進一步降價能換取市場規模，應該是三家裏短期內最有潛力的。對於小鵬，我的看法就是中國市場足夠大，能狠下心，捨棄利潤，做大規模，就是贏家。繼續跟蹤，小鵬有行動，再找機會跟進。
理想，首先我不反感增程，第一款車出現問題也屬可理解的範圍，相信理想的潛在客戶都比較理性，應該不影響銷量。one的潛在用戶羣體決定了市場天花板。
蔚來能保持銷量勢頭，就對得起市場給予的價格，沒有其他可說的。能在中檔車市場打出一片天地，應該給一定溢價。
$蔚來(NIO)$$小鵬汽車(XPEV)$$理想汽車(LI)$
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