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理想汽車下調第三季交付預期,有原本27,000架至29,000架,下調至25,000架,情況真的不太理想。公司解釋,動態清零以及供應鏈問題導致。客觀而言,三大汽車新勢力,股價長期持續下降趨勢,除了反映估值高,就是交付情況未如理想,估計短期仍然會繼續向下尋底。
Jonathan Rosenberg
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