$蔚來(NIO)$大家都在瘋狂分享收益,美好的七夕禮物,恭喜。分析下背後原因吧(個人愚見)
1.從財報及即將粗來的八月看,銷量產能穩定上揚,毛利率上漲。這些因素改善了企業股票基本面。
2.淨利率還是負的,所以大家指望像連續幾個季度盈利的特斯拉還是不可能的,看好蔚來的需要長期的耐心。特斯拉10年前就上市了哈。
3.理想,小鵬(即將)上市,加強市場整體情緒,加強板塊熱度。
4.大盤沒崩,且評級公司上調評級。(本輪大漲的直接原因)
風險:
1.一夜20%的漲幅,存在但不常見,震盪可能性存在。
2.高達38的換手率,說明了解盤,追漲散戶非常多,投機分子多。股價容易劇烈波動。散戶多就容易踩踏。未來大盤一旦不好,股票大跌也有可能。注意心態。
3.大單買入較多,說明評級的作用還是更大一些。即便大跌,預計不會跌的特別慘那種
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