
今明两天,$XPeng(XPEV.US) 和$Li Auto(LI.US) 将公布财报。
我们可以用曾经看特斯拉的视角来看这俩兄弟。
以下几点值得关注:
1.毛利率
2.自由现金流
3.对三电系统和 OTA 的更新与展望
有趣的是,多数分析师预期理想会在 3 年内实现盈利,毕竟成本控制是理想招股书中的一大亮点。
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