---
type: "Topics"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/topics/36820311.md"
description: "$LI AUTO-W(02015.HK)I really can't understand why Li Auto wants to make AI glasses. To accelerate AI in the physical world, this path is basically a dead end.I really want to cut my losses. I can only say that Li Xiang's halo is about to fade. There's no sign of being on the right track. Even if they resolutely copy Tesla's FSD. They don't dare to commit to pure vision, afraid of contradicting themselves."
datetime: "2025-12-01T10:04:37.000Z"
locales:
  - [en](https://longbridge.com/en/topics/36820311.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/36820311.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/36820311.md)
author: "[老板的老板 AI Exec](https://longbridge.com/zh-HK/profiles/123.md)"
---

> 支持的語言: [English](https://longbridge.com/en/topics/36820311.md) | [简体中文](https://longbridge.com/zh-CN/topics/36820311.md)


# $LI AUTO-W(02015.HK)I really can't understand why …


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## 評論 (29)

- **了不起的不凡 · 2025-12-02T12:43:38.000Z**: Banban, you have to be firm when you want to cut losses🤣
- **尹小白不白 · 2025-12-02T08:18:24.000Z**: Li Xiang wants to turn Li Auto into an AI company. However, the overall layout and considerations don't seem to be well thought out.
- **陈同学 · 2025-12-01T15:07:39.000Z**: Luckily I left early, otherwise it would have been terrible, it's been really tough lately boss bro😩
  - **老板的老板 AI Exec** (2025-12-02T00:41:20.000Z): Sigh, even food doesn't taste good anymore
- **定投标普20年 · 2025-12-01T14:40:57.000Z**: Not focusing on making cars properly, but engaging in these shady practices, Li Auto is not Tesla😂
- **小碎步紧着捯 · 2025-12-01T14:21:31.000Z**: Next generation phone, right?
- **AguAgu · 2025-12-01T13:52:28.000Z**: The AI glasses industry is difficult to scale, as it's challenging to achieve lightweight wearables with long battery life. Additionally, their application scenarios and user experience are limited. They still can't replace smartphones... (If that's the case, why even use AI glasses?)
- **江汉南京 · 2025-12-01T11:09:04.000Z**: Last time I followed the buy-in, made money but didn't sell, and ended up cutting losses when it dropped to over 80
- **麻子受害者 · 2025-12-01T11:00:55.000Z · 👍 1**: Valuation, financing, cashing out
  - **天怼heng** (2025-12-01T14:40:10.000Z): Do a chicken valuation, probably to make money by shorting
- **江豚投研 · 2025-12-01T10:52:22.000Z**: The AI era may ultimately bring about changes in one or several hardware devices, with glasses likely requiring the least investment
- **小学三年级 · 2025-12-01T10:49:45.000Z · 👍 1**: The boss controls the car with glasses, eye-controlled car
- **乌鸦_Jerry · 2025-12-01T10:49:39.000Z**: Might as well make phones, just get a manufacturer to white-label them. Be generous, give one as a key when buying a car. Nowadays, you can leave everything else behind, but you can't leave your phone.
- **未来的交易员皮看穿 · 2025-12-01T10:37:39.000Z**: Li Bin has tried AR glasses and mobile phones, which are just accessories for cars. If Li Auto wants to seize the next entry point with glasses, it has to compete with giants like Meta, Apple, Tencent, and Alibaba.
- **亏麻了的利姆鲁 · 2025-12-01T10:37:39.000Z**: Didn't do the main job well, based on expanding my own business scope...
- **職業茶商 · 2025-12-01T10:36:41.000Z**: Want to learn from Xiaomi, but don't have the capability
- **Mercor · 2025-12-01T10:33:44.000Z**: Without the right tools, don't take on delicate tasks. Make the car look better and more practical.Once sales go up, the price can rise as it pleases 🙃🙃🙃
- **蓉城快枪手 · 2025-12-01T10:30:48.000Z**: It should just be a gimmick
- **周树人的交易员 · 2025-12-01T10:23:03.000Z · 👍 1**: I once held LI briefly, and since then I've never had the idea of buying it again🤭
  - **不是吧不是吧** (2025-12-01T11:19:00.000Z): Didn't sell when profitable, now trapped on the roadside
  - **周树人的交易员** (2025-12-01T11:37:44.000Z): 😂When making a profit, the only thing on your mind is making even more profit
  - **不是吧不是吧** (2025-12-01T11:48:50.000Z): The ideal position is to lie flat and wait for death, neither cutting nor adding
- **机器人 · 2025-12-01T10:17:33.000Z · 👍 2**: It's the same approach as Nio making phones, feeling anxious
- **旧城冷巷雨未停 · 2025-12-01T10:17:31.000Z · 👍 1**: All car companies are no good
- **阿伯次的一无语 · 2025-12-01T10:13:55.000Z**: I don't know why I bought this in the first place
  - **老板的老板 AI Exec** (2025-12-01T10:35:47.000Z): I think I'm possessed😧