除了理想和小鹏，我们持续重仓智能电动车产业链

其中投资的两家核心整车商（理想与小鹏），就像战争中的制高点，令我们可以用一个更全局的视角去看待整个智能电动车产业 ... 像特斯拉、理想、小鹏这些强调科技属性的智能电动车公司，未来能成为营收比肩丰田、利润率看齐谷歌、资本效率远超历史上所有制造业公司、还同时拥有车企水平的低资本成本的公司吗 ... 如今，智能电动车产业链相当于智能手机的前期，产业链公司估值和业绩的上涨，主要来源于整车厂销量的高预期。

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