349f6622的个人主页 - 老虎社区

349f6622

暂无个人介绍

IP属地：上海

140关注

59粉丝

6主题

0勋章

2024-05-22

没有护城河的公司

@达摩财经:最惨季报！理想汽车跌惨了，李想为MEGA埋单

2024-05-21

做假账吧？怎么可能？

小鹏美股一度暴涨26%！Q1净亏损同比大幅收窄，毛利率环比提高6.7%

2024-05-14

中国电费马上跌破7毛，美国电费2元，中国储能赛道有特斯拉什么事$特斯拉(TSLA)$

特斯拉盘中涨幅近4%，这项重要业务在中国有了新进展！

2024-05-04

$亿航智能(EH)$ 不可思议，天天跌

2024-04-23

太贵了

抱歉，原内容已删除

2024-03-15

资金太紧张了

抱歉，原内容已删除

2024-03-08

背锅侠

内部审计发现广告营销问题达达：为个别员工行为

2024-03-08

依然看好特斯拉$特斯拉(TSLA)$

抱歉，原内容已删除

2024-02-27

$特斯拉(TSLA)$ AI+机器人是下一个巨型赛道。

2024-02-19

老马的格局

马斯克最新回应，特斯拉视频生成技术有望超越OpenAI

2024-02-16

$特斯拉(TSLA)$ come on bb

2024-02-09

$特斯拉(TSLA)$ 人工智能的最后一个被遗忘的公司，木头姐的10大趋势、特斯拉中了3个，电动汽车+自动加速出租车+机器人

2024-02-01

偶像。$特斯拉(TSLA)$

全力支持马斯克，“木头姐”连续五天买入特斯拉股票

2024-01-25

elon真是应该反思一下，脑子用在什么地方？1、model 3/Y 那么大销量，不让供应商降价降成本，2、老头乐车型不研发，不学习比亚迪，车海战术。直接挖特斯拉工程师、产品经理就行了。3、研发总部在美国，出来的车型怎么会适合中国市场？导致中国市场断档30-60万车型，也没20万以内车型$特斯拉(TSLA)$

抱歉，原内容已删除

2024-01-22

特斯拉的采购是不是有什么猫腻？怎么电池成本下降那么快，以及其他零部件的销量提升采购规模扩大，特斯拉成本不降吗？

@期权小助手:【财报期权策略】特斯拉测试200支撑，Q4财报是绝地反转的最后机会？

2024-01-17

梦里啥都有

抱歉，原内容已删除

2024-01-16

$特斯拉(TSLA)$ 坚信特斯拉

2024-01-16

特斯拉的单车成本从来不下降的吗？好奇怪

抱歉，原内容已删除

2024-01-11

$KEEP(03650)$ 各大机构舍命狂奔，没救了

2024-01-10

$瑞幸咖啡(LKNCY)$ 中概股是不是都没有操守？该票不能做空，唯一的解释就是大股东在抛售？坑散户啊

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3538194101606247","uuid":"3538194101606247","gmtCreate":1575100079255,"gmtModify":1714667249435,"name":"349f6622","pinyin":"marsdaddy","introduction":"","introductionEn":"","signature":"","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":59,"headSize":140,"tweetSize":118,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":4,"name":"文化虎","nameTw":"文化虎","represent":"学有所成","factor":"发布30条非转发主帖,其中3条优质帖","iconColor":"8867FB","bgColor":"BDC5FF"},"themeCounts":6,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":244,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.05.23","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"93.39%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.36%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},"individualDisplayBadges":null,"crmLevel":6,"crmLevelSwitch":1,"location":"上海","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":16,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":308663720304936,"gmtCreate":1716385154590,"gmtModify":1716385156568,"author":{"id":"3538194101606247","authorId":"3538194101606247","name":"349f6622","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3538194101606247","authorIdStr":"3538194101606247"},"themes":[],"htmlText":"没有护城河的公司","listText":"没有护城河的公司","text":"没有护城河的公司","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308663720304936","repostId":"308531533898040","repostType":1,"repost":{"id":308531533898040,"gmtCreate":1716346923793,"gmtModify":1716348178678,"author":{"id":"4098951135646950","authorId":"4098951135646950","name":"达摩财经","avatar":"https://static.tigerbbs.com/0be270137f5c2899c209c0f9c8f4724a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098951135646950","authorIdStr":"4098951135646950"},"themes":[],"title":"最惨季报！理想汽车跌惨了，李想为MEGA埋单","htmlText":"出品｜达摩财经 去年12月创下月交付5万辆的新纪录后，李想有些“飘”了，脑袋一热定下了2024年突破80万辆的销量目标。不曾想转过头来就被一季度业绩打脸。 5月20日晚，理想汽车发布2024年第一季度财报，从2023年全年业绩大超预期，到2024年第一季度经营亏损，理想汽车在短时间内经营状况发生如此大的变化，让投资者始料不及。 2024年第一季度，理想汽车收入为256亿元，同比增加36.4%，环比减少38.6%；净利润为5.9亿元，同比减少36.7%，环比减少89.7%。 财报发布后，理想汽车美股股价跌去12.78%。次日理想汽车港股同样表现不佳，截至收盘，理想汽车港股股价报收80.65港元/股，跌幅达19.27%，创下过去两年多来的最大单日跌幅，单日总市值缩水超400亿港元。 按照理想的计划，2024年应该是爆发式的一年，除了纯电的MEGA和四款增程产品L6、L7、L8和L9。按照计划，今年下半年理想还将推出三款纯电SUV。丰富的产品矩阵也为其80万辆的销量目标提供了一定的底气。 作为理想首款5C高压纯电车型的MEGA在上市前就被寄予厚望，理想甚至为其定下挑战月销8000辆目标，并预估3月份所有新车的交付量再次超过5万辆。没想到MEGA在3月上市后却遭遇“P图门”，大量订单被退，导致MEGA上市第一个月仅卖出3229 辆，远远不及预期。 从L 系列的销售上看，2024年以来，零跑、问界等对手也相继发布增程式新产品，竞争的进一步白热化对理想造成了一定的销售压力。同时，MEGA“P图门”事件也变相影响了 L 系列的销售。今年3月，理想汽车新车交付仅28984辆，与其5万辆的销售目标相差甚远。 2024年第一季度，理想汽车总交付量为80400辆，环比去年第四季度13.2万辆的交付量，下降近40%。 为了给2024款理想L系列车型上市做铺垫，今年1月，理想L系列老款车型全面降价，","listText":"出品｜达摩财经 去年12月创下月交付5万辆的新纪录后，李想有些“飘”了，脑袋一热定下了2024年突破80万辆的销量目标。不曾想转过头来就被一季度业绩打脸。 5月20日晚，理想汽车发布2024年第一季度财报，从2023年全年业绩大超预期，到2024年第一季度经营亏损，理想汽车在短时间内经营状况发生如此大的变化，让投资者始料不及。 2024年第一季度，理想汽车收入为256亿元，同比增加36.4%，环比减少38.6%；净利润为5.9亿元，同比减少36.7%，环比减少89.7%。 财报发布后，理想汽车美股股价跌去12.78%。次日理想汽车港股同样表现不佳，截至收盘，理想汽车港股股价报收80.65港元/股，跌幅达19.27%，创下过去两年多来的最大单日跌幅，单日总市值缩水超400亿港元。 按照理想的计划，2024年应该是爆发式的一年，除了纯电的MEGA和四款增程产品L6、L7、L8和L9。按照计划，今年下半年理想还将推出三款纯电SUV。丰富的产品矩阵也为其80万辆的销量目标提供了一定的底气。 作为理想首款5C高压纯电车型的MEGA在上市前就被寄予厚望，理想甚至为其定下挑战月销8000辆目标，并预估3月份所有新车的交付量再次超过5万辆。没想到MEGA在3月上市后却遭遇“P图门”，大量订单被退，导致MEGA上市第一个月仅卖出3229 辆，远远不及预期。 从L 系列的销售上看，2024年以来，零跑、问界等对手也相继发布增程式新产品，竞争的进一步白热化对理想造成了一定的销售压力。同时，MEGA“P图门”事件也变相影响了 L 系列的销售。今年3月，理想汽车新车交付仅28984辆，与其5万辆的销售目标相差甚远。 2024年第一季度，理想汽车总交付量为80400辆，环比去年第四季度13.2万辆的交付量，下降近40%。 为了给2024款理想L系列车型上市做铺垫，今年1月，理想L系列老款车型全面降价，","text":"出品｜达摩财经 去年12月创下月交付5万辆的新纪录后，李想有些“飘”了，脑袋一热定下了2024年突破80万辆的销量目标。不曾想转过头来就被一季度业绩打脸。 5月20日晚，理想汽车发布2024年第一季度财报，从2023年全年业绩大超预期，到2024年第一季度经营亏损，理想汽车在短时间内经营状况发生如此大的变化，让投资者始料不及。 2024年第一季度，理想汽车收入为256亿元，同比增加36.4%，环比减少38.6%；净利润为5.9亿元，同比减少36.7%，环比减少89.7%。 财报发布后，理想汽车美股股价跌去12.78%。次日理想汽车港股同样表现不佳，截至收盘，理想汽车港股股价报收80.65港元/股，跌幅达19.27%，创下过去两年多来的最大单日跌幅，单日总市值缩水超400亿港元。 按照理想的计划，2024年应该是爆发式的一年，除了纯电的MEGA和四款增程产品L6、L7、L8和L9。按照计划，今年下半年理想还将推出三款纯电SUV。丰富的产品矩阵也为其80万辆的销量目标提供了一定的底气。 作为理想首款5C高压纯电车型的MEGA在上市前就被寄予厚望，理想甚至为其定下挑战月销8000辆目标，并预估3月份所有新车的交付量再次超过5万辆。没想到MEGA在3月上市后却遭遇“P图门”，大量订单被退，导致MEGA上市第一个月仅卖出3229 辆，远远不及预期。 从L 系列的销售上看，2024年以来，零跑、问界等对手也相继发布增程式新产品，竞争的进一步白热化对理想造成了一定的销售压力。同时，MEGA“P图门”事件也变相影响了 L 系列的销售。今年3月，理想汽车新车交付仅28984辆，与其5万辆的销售目标相差甚远。 2024年第一季度，理想汽车总交付量为80400辆，环比去年第四季度13.2万辆的交付量，下降近40%。 为了给2024款理想L系列车型上市做铺垫，今年1月，理想L系列老款车型全面降价，","images":[{"img":"https://static.tigerbbs.com/2c188e42b96cefa98c9e72cf338601fb","width":"1080","height":"425"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308531533898040","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":5454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308340076740672,"gmtCreate":1716300310870,"gmtModify":1716300312822,"author":{"id":"3538194101606247","authorId":"3538194101606247","name":"349f6622","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3538194101606247","authorIdStr":"3538194101606247"},"themes":[],"htmlText":"做假账吧？怎么可能？","listText":"做假账吧？怎么可能？","text":"做假账吧？怎么可能？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308340076740672","repostId":"1138063226","repostType":2,"repost":{"id":"1138063226","kind":"news","pubTimestamp":1716323464,"share":"https://www.laohu8.com/m/news/1138063226?lang=zh_CN&edition=full","pubTime":"2024-05-22 04:31","market":"us","language":"zh","title":"小鹏美股一度暴涨26%！Q1净亏损同比大幅收窄，毛利率环比提高6.7%","url":"https://stock-news.laohu8.com/highlight/detail?id=1138063226","media":"华尔街见闻","summary":"周二美股盘前，小鹏汽车公布截至2024年3月31日的一季度业绩。财报显示，小鹏汽车第一季度营收65.5亿元人民币，好于市场预估的61.1亿元，同比增长62.3%，环比下降49.8%。其中，汽车销售收入为55.4亿元，同比上涨57.8%，环比减少54.7%。汽车毛利率有所上升，季度毛利率为5.5%，环比上涨1.4个百分点。亏损也有所好转，第一季度净亏损为13.7亿元，去年同期为亏损2.34亿元，同比大幅收窄41.5%，但环比扩大1.5%，调整后每股亏损0.75元。财报发布后，小鹏汽车盘前涨超9%。","content":"<html><head></head><body><blockquote><p>小鹏预计，第二季度营收将同比增长约48.1%—63.9%；汽车交付量将介乎2.9—3.2万辆，市场预估38147辆。小鹏美股早盘时段一度暴涨26%，收涨近6%。</p></blockquote><p style=\"text-align: justify;\">不惧价格战，小鹏一季度公司毛利率大幅上升到12.9%，净亏损同比收窄。</p><p style=\"text-align: justify;\">周二美股盘前，小鹏汽车公布截至2024年3月31日的一季度业绩。</p><p style=\"text-align: justify;\">财报显示，小鹏汽车第一季度营收65.5亿元人民币，好于市场预估的61.1亿元，同比增长62.3%，环比下降49.8%。</p><p style=\"text-align: justify;\"><strong>毛利率有所上升，季度毛利率为12.9%，同比上涨11.2个百分点，环比上涨6.7个百分点，超出预估的9.15％。</strong></p><p style=\"text-align: justify;\">其中，汽车销售收入为55.4亿元，同比上涨57.8%，环比减少54.7%。汽车毛利率有所上升，季度毛利率为5.5%，环比上涨1.4个百分点。</p><p style=\"text-align: justify;\">销售收入按年增长乃主要由于2024年第一季度交付量的增加（尤其是X9车型），按季减少乃主要由于G6及2024款G9当期交付量减少，加上季节性影响，部分被X9的交付量所抵销。</p><p style=\"text-align: justify;\"><strong>亏损也有所好转，第一季度净亏损为13.7亿元，去年同期为亏损23.4亿元，</strong>同比大幅收窄41.5%，但环比扩大1.5%，调整后每股亏损0.75元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4c4db9840b7947e2d834c9949e50cec5\" tg-width=\"640\" tg-height=\"464\"/></p><p style=\"text-align: justify;\">交付量方面，第一季度汽车总交付量为21821辆，较2023年同期的18230辆增加19.7%。今年4月交付量为9393辆，截至2024年4月30日，年内累计总交付量为31214辆。</p><p style=\"text-align: justify;\">截至2024年3月31日，小鹏汽车的实体销售网络共有574间门店，覆盖178个城市。截至2024年3月31日，小鹏汽车自营充电站网络达至1,171座充电站，包括359座小鹏S4超快充站。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7c1ccea593c9774d43c2908e1ed5cd80\" tg-width=\"640\" tg-height=\"137\"/></p><p style=\"text-align: justify;\">财报发布后，小鹏汽车美股盘前先跌后涨，一度涨超10%，随后涨幅收窄到6%。周二美股开盘后，小鹏盘中一度暴力拉涨，涨幅超过26%，但此后涨幅大幅回撤，最终收涨近6%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d84597b3042ac42b1f059bdd6d7e612c\" tg-width=\"560\" tg-height=\"240\"/></p><h2 id=\"id_3476003898\">预计Q2交付同比增加约25.0%—37.9%</h2><p style=\"text-align: justify;\">财报显示，费用端，一季度销售成本为人民币57.0亿元，同比上升43.8%，环比下降53.4%，与收入增减情况一致。</p><p style=\"text-align: justify;\">第一季度研发开支为人民币13.5亿元，较2023年同期的人民币13.0亿元增加4.2%，并较2023年第四季度的人民币13.1亿元增加3.3%，主要与新车型研发项目的时间与进度相关。</p><p style=\"text-align: justify;\">第一季度销售、一般及行政开支为人民币13.9亿元（1.9亿美元），较2023年同期的13.9亿元上升0.1%，并较2023年第四季度的19.4亿元下降28.3%。按季减少乃主要由于向特许经营店支付的佣金减少以及营销、推广及广告开支减少。</p><p style=\"text-align: justify;\"><strong>现金流方面，同比有所增长，环比小幅下滑，</strong>小鹏汽车截至2024年3月31日，本公司拥有现金及现金等价物、受限制现金、短期投资及定期存款人民币414.0亿元，相较而言截至2023年3月31日为341.2亿元，而截至2023年12月31日为457.0亿元。</p><p style=\"text-align: justify;\">新品发布和合作方面，4月17日，小鹏汽车与大众汽车集团共同宣佈，双方签订电子电气架构技术战略合作框架协议。5月20日，小鹏汽车通过OTA更新向小鹏汽车用户发佈了XOS 5.1.0。XOS 5.1.0整合了AI驱动的智能座舱功能和XNGP ADAS技术，包括AI代驾和配备基于神经网络的规划和控制大模型的XPlanner。</p><p style=\"text-align: justify;\"><strong>业绩指引方面，公司预计第二季度营收75亿元—83亿元人民币，同比增长约48.1%—63.9%；汽车交付量将介乎2.9—3.2万辆，同比增加约25.0%—37.9%，市场预估38147辆。</strong></p><p style=\"text-align: justify;\">小鹏汽车董事长及首席执行官何小鹏先生表示：</p><blockquote><p style=\"text-align: justify;\">小鹏汽车在中国汽车行业率先实现了AI大模型的量产应用，我们有信心在全球范围内更高效地推出竞争力领先的车型，引领AI智驾汽车的大范围普及。通过与大众汽车集团的战略合作，小鹏汽车率先实现了自研智能化技术的输出赋能，我们行业领先的技术将获得更大的市场影响力和更好的财务回报。</p></blockquote><p style=\"text-align: justify;\">小鹏汽车名誉副董事长及联席总裁顾宏地博士表示：</p><blockquote><p style=\"text-align: justify;\">在市场竞争极其激烈的情况下，一季度公司毛利率大幅上升到12.9%。这标志著小鹏汽车实现了在智能电动车业务基础上，通过智能化技术输出提升盈利和国际化潜力的独特模式。</p></blockquote></body></html>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>小鹏美股一度暴涨26%！Q1净亏损同比大幅收窄，毛利率环比提高6.7%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n小鹏美股一度暴涨26%！Q1净亏损同比大幅收窄，毛利率环比提高6.7%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-22 04:31 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3715399><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>小鹏预计，第二季度营收将同比增长约48.1%—63.9%；汽车交付量将介乎2.9—3.2万辆，市场预估38147辆。小鹏美股早盘时段一度暴涨26%，收涨近6%。不惧价格战，小鹏一季度公司毛利率大幅上升到12.9%，净亏损同比收窄。周二美股盘前，小鹏汽车公布截至2024年3月31日的一季度业绩。财报显示，小鹏汽车第一季度营收65.5亿元人民币，好于市场预估的61.1亿元，同比增长62.3%，环比下降...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3715399\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7b8fa6072ee37e0b77a4d157dfdbb8b0","relate_stocks":{"BK1539":"汽车股","BK4551":"寇图资本持仓","09868":"小鹏汽车-W","BK1575":"同股不同权","BK4526":"热门中概股","BK4099":"汽车制造商","BK1610":"ETF&股票定投概念","BK1588":"回港中概股","BK1119":"汽车制造商","BK1587":"次新股","BK4505":"高瓴资本持仓","XPEV":"小鹏汽车","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","BK4555":"新能源车"},"source_url":"https://wallstreetcn.com/articles/3715399","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138063226","content_text":"小鹏预计，第二季度营收将同比增长约48.1%—63.9%；汽车交付量将介乎2.9—3.2万辆，市场预估38147辆。小鹏美股早盘时段一度暴涨26%，收涨近6%。不惧价格战，小鹏一季度公司毛利率大幅上升到12.9%，净亏损同比收窄。周二美股盘前，小鹏汽车公布截至2024年3月31日的一季度业绩。财报显示，小鹏汽车第一季度营收65.5亿元人民币，好于市场预估的61.1亿元，同比增长62.3%，环比下降49.8%。毛利率有所上升，季度毛利率为12.9%，同比上涨11.2个百分点，环比上涨6.7个百分点，超出预估的9.15％。其中，汽车销售收入为55.4亿元，同比上涨57.8%，环比减少54.7%。汽车毛利率有所上升，季度毛利率为5.5%，环比上涨1.4个百分点。销售收入按年增长乃主要由于2024年第一季度交付量的增加（尤其是X9车型），按季减少乃主要由于G6及2024款G9当期交付量减少，加上季节性影响，部分被X9的交付量所抵销。亏损也有所好转，第一季度净亏损为13.7亿元，去年同期为亏损23.4亿元，同比大幅收窄41.5%，但环比扩大1.5%，调整后每股亏损0.75元。交付量方面，第一季度汽车总交付量为21821辆，较2023年同期的18230辆增加19.7%。今年4月交付量为9393辆，截至2024年4月30日，年内累计总交付量为31214辆。截至2024年3月31日，小鹏汽车的实体销售网络共有574间门店，覆盖178个城市。截至2024年3月31日，小鹏汽车自营充电站网络达至1,171座充电站，包括359座小鹏S4超快充站。财报发布后，小鹏汽车美股盘前先跌后涨，一度涨超10%，随后涨幅收窄到6%。周二美股开盘后，小鹏盘中一度暴力拉涨，涨幅超过26%，但此后涨幅大幅回撤，最终收涨近6%。预计Q2交付同比增加约25.0%—37.9%财报显示，费用端，一季度销售成本为人民币57.0亿元，同比上升43.8%，环比下降53.4%，与收入增减情况一致。第一季度研发开支为人民币13.5亿元，较2023年同期的人民币13.0亿元增加4.2%，并较2023年第四季度的人民币13.1亿元增加3.3%，主要与新车型研发项目的时间与进度相关。第一季度销售、一般及行政开支为人民币13.9亿元（1.9亿美元），较2023年同期的13.9亿元上升0.1%，并较2023年第四季度的19.4亿元下降28.3%。按季减少乃主要由于向特许经营店支付的佣金减少以及营销、推广及广告开支减少。现金流方面，同比有所增长，环比小幅下滑，小鹏汽车截至2024年3月31日，本公司拥有现金及现金等价物、受限制现金、短期投资及定期存款人民币414.0亿元，相较而言截至2023年3月31日为341.2亿元，而截至2023年12月31日为457.0亿元。新品发布和合作方面，4月17日，小鹏汽车与大众汽车集团共同宣佈，双方签订电子电气架构技术战略合作框架协议。5月20日，小鹏汽车通过OTA更新向小鹏汽车用户发佈了XOS 5.1.0。XOS 5.1.0整合了AI驱动的智能座舱功能和XNGP ADAS技术，包括AI代驾和配备基于神经网络的规划和控制大模型的XPlanner。业绩指引方面，公司预计第二季度营收75亿元—83亿元人民币，同比增长约48.1%—63.9%；汽车交付量将介乎2.9—3.2万辆，同比增加约25.0%—37.9%，市场预估38147辆。小鹏汽车董事长及首席执行官何小鹏先生表示：小鹏汽车在中国汽车行业率先实现了AI大模型的量产应用，我们有信心在全球范围内更高效地推出竞争力领先的车型，引领AI智驾汽车的大范围普及。通过与大众汽车集团的战略合作，小鹏汽车率先实现了自研智能化技术的输出赋能，我们行业领先的技术将获得更大的市场影响力和更好的财务回报。小鹏汽车名誉副董事长及联席总裁顾宏地博士表示：在市场竞争极其激烈的情况下，一季度公司毛利率大幅上升到12.9%。这标志著小鹏汽车实现了在智能电动车业务基础上，通过智能化技术输出提升盈利和国际化潜力的独特模式。","news_type":1,"symbols_score_info":{"09868":1,"XPEV":1}},"isVote":1,"tweetType":1,"viewCount":4190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":305831836148000,"gmtCreate":1715700654700,"gmtModify":1715700655998,"author":{"id":"3538194101606247","authorId":"3538194101606247","name":"349f6622","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3538194101606247","authorIdStr":"3538194101606247"},"themes":[],"htmlText":"中国电费马上跌破7毛，美国电费2元，中国储能赛道有特斯拉什么事<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>&nbsp;","listText":"中国电费马上跌破7毛，美国电费2元，中国储能赛道有特斯拉什么事<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>&nbsp;","text":"中国电费马上跌破7毛，美国电费2元，中国储能赛道有特斯拉什么事$特斯拉(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/305831836148000","repostId":"2435590557","repostType":2,"repost":{"id":"2435590557","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1715699371,"share":"https://www.laohu8.com/m/news/2435590557?lang=zh_CN&edition=full","pubTime":"2024-05-14 23:09","market":"us","language":"zh","title":"特斯拉盘中涨幅近4%，这项重要业务在中国有了新进展！","url":"https://stock-news.laohu8.com/highlight/detail?id=2435590557","media":"老虎资讯综合","summary":"“对全球生产布局的一次重要优化”。","content":"<html><head></head><body><p>周二，特斯拉高开高走，截至发稿涨幅近4%。消息面上，5月13日，中国（上海）自由贸易试验区临港新片区管委会（简称临港管委会）官宣，此前广受关注的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>上海储能超级工厂正式获得施工许可。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/577c2530f725ddfe9752d216467433a3\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>作为特斯拉在美国本土以外的首个储能超级工厂项目，工厂计划于今年5月开工，2025年第一季度将实现量产。</p><p>特斯拉中国方面提供的相关介绍资料进一步显示，特斯拉储能超级工厂项目将规划生产超大型商用储能电池，供给全球市场。工厂初期规划年产商用储能电池1万台，储能规模近40GWh。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3d5220cea03fbacb33a7daf5ecb8f474\" title=\"特斯拉Megapack XL电化学储能设备。图片来源：特斯拉中国\" tg-width=\"1080\" tg-height=\"675\"/><span>特斯拉Megapack XL电化学储能设备。图片来源：特斯拉中国</span></p><p>业内人士表示，在新能源储能赛道上，不仅特斯拉将其视为公司的重要增长点，近年来国内新能源领军企业也在不断落子布局，期待其未来广阔的蓝海市场需求。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉盘中涨幅近4%，这项重要业务在中国有了新进展！</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉盘中涨幅近4%，这项重要业务在中国有了新进展！\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-05-14 23:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周二，特斯拉高开高走，截至发稿涨幅近4%。消息面上，5月13日，中国（上海）自由贸易试验区临港新片区管委会（简称临港管委会）官宣，此前广受关注的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>上海储能超级工厂正式获得施工许可。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/577c2530f725ddfe9752d216467433a3\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>作为特斯拉在美国本土以外的首个储能超级工厂项目，工厂计划于今年5月开工，2025年第一季度将实现量产。</p><p>特斯拉中国方面提供的相关介绍资料进一步显示，特斯拉储能超级工厂项目将规划生产超大型商用储能电池，供给全球市场。工厂初期规划年产商用储能电池1万台，储能规模近40GWh。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3d5220cea03fbacb33a7daf5ecb8f474\" title=\"特斯拉Megapack XL电化学储能设备。图片来源：特斯拉中国\" tg-width=\"1080\" tg-height=\"675\"/><span>特斯拉Megapack XL电化学储能设备。图片来源：特斯拉中国</span></p><p>业内人士表示，在新能源储能赛道上，不仅特斯拉将其视为公司的重要增长点，近年来国内新能源领军企业也在不断落子布局，期待其未来广阔的蓝海市场需求。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3d5220cea03fbacb33a7daf5ecb8f474","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://finance.sina.com.cn/jjxw/2024-05-14/doc-inavfcie1220957.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2435590557","content_text":"周二，特斯拉高开高走，截至发稿涨幅近4%。消息面上，5月13日，中国（上海）自由贸易试验区临港新片区管委会（简称临港管委会）官宣，此前广受关注的特斯拉上海储能超级工厂正式获得施工许可。作为特斯拉在美国本土以外的首个储能超级工厂项目，工厂计划于今年5月开工，2025年第一季度将实现量产。特斯拉中国方面提供的相关介绍资料进一步显示，特斯拉储能超级工厂项目将规划生产超大型商用储能电池，供给全球市场。工厂初期规划年产商用储能电池1万台，储能规模近40GWh。特斯拉Megapack XL电化学储能设备。图片来源：特斯拉中国业内人士表示，在新能源储能赛道上，不仅特斯拉将其视为公司的重要增长点，近年来国内新能源领军企业也在不断落子布局，期待其未来广阔的蓝海市场需求。","news_type":1,"symbols_score_info":{"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":5189,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3510116886182402","authorId":"3510116886182402","name":"anbu","avatar":"https://static.tigerbbs.com/657b28bca605eaaa0f742cbac13c4943","crmLevel":1,"crmLevelSwitch":0,"idStr":"3510116886182402","authorIdStr":"3510116886182402"},"content":"你可真敢胡说八道，中国的电费比美国贵","text":"你可真敢胡说八道，中国的电费比美国贵","html":"你可真敢胡说八道，中国的电费比美国贵"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":302080358494360,"gmtCreate":1714756171213,"gmtModify":1714756172743,"author":{"id":"3538194101606247","authorId":"3538194101606247","name":"349f6622","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3538194101606247","authorIdStr":"3538194101606247"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/EH\">$亿航智能(EH)$</a> 不可思议，天天跌","listText":"<a href=\"https://laohu8.com/S/EH\">$亿航智能(EH)$</a> 不可思议，天天跌","text":"$亿航智能(EH)$ 不可思议，天天跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/302080358494360","isVote":1,"tweetType":1,"viewCount":3141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298391536607472,"gmtCreate":1713882021636,"gmtModify":1713882023452,"author":{"id":"3538194101606247","authorId":"3538194101606247","name":"349f6622","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3538194101606247","authorIdStr":"3538194101606247"},"themes":[],"htmlText":"太贵了","listText":"太贵了","text":"太贵了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/298391536607472","repostId":"2429415190","repostType":2,"isVote":1,"tweetType":1,"viewCount":3208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":284721787896080,"gmtCreate":1710517862748,"gmtModify":1710517864596,"author":{"id":"3538194101606247","authorId":"3538194101606247","name":"349f6622","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3538194101606247","authorIdStr":"3538194101606247"},"themes":[],"htmlText":"资金太紧张了","listText":"资金太紧张了","text":"资金太紧张了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/284721787896080","repostId":"2419927031","repostType":2,"isVote":1,"tweetType":1,"viewCount":3837,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":282153743503368,"gmtCreate":1709913576106,"gmtModify":1709913577817,"author":{"id":"3538194101606247","authorId":"3538194101606247","name":"349f6622","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3538194101606247","authorIdStr":"3538194101606247"},"themes":[],"htmlText":"背锅侠","listText":"背锅侠","text":"背锅侠","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/282153743503368","repostId":"2417223604","repostType":2,"repost":{"id":"2417223604","kind":"news","pubTimestamp":1709755298,"share":"https://www.laohu8.com/m/news/2417223604?lang=zh_CN&edition=full","pubTime":"2024-03-07 04:01","market":"us","language":"zh","title":"内部审计发现广告营销问题达达：为个别员工行为","url":"https://stock-news.laohu8.com/highlight/detail?id=2417223604","media":"广州日报","summary":"3月6日，达达集团发布公告称，针对此前内审主动发现的个别存疑业务的审查结果已明确，独立第三方机构审查结果表明，公司管理层没有参与策划，为个别员工所为。目前已对相关员工进行处理，公司后续将进一步规范企业治理和内部流程，严格遵照相关法规进行透明、及时的信息披露。截至当地时间3月5日美股收盘，达达股价下跌6.64%，股价报1.97美元/股，市值5.16亿美元。","content":"<html><body><div>\n<p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=105.DADA&amp;imageType=k&amp;token=28dfeb41d35cc81d84b4664d7c23c49f&amp;at=1\" width=\"578\"/></p><p>　　3月6日，<span>达达</span><span></span>集团发布<span>公告</span>称，针对此前内审主动发现的个别存疑业务的审查结果已明确，独立第三方机构审查结果表明，公司管理层没有参与策划，为个别员工所为。目前已对相关员工进行处理，公司后续将进一步规范企业治理和内部流程，严格遵照相关法规进行透明、及时的信息披露。截至当地时间3月5日美股收盘，<span href=\"http://quote.eastmoney.com/unify/r/105.DADA\" target=\"_blank\" web=\"1\">达达</span>股价下跌6.64%，股价报1.97美元/股，市值5.16亿美元。</p> <p>　　1月8日，<span href=\"http://quote.eastmoney.com/unify/r/105.DADA\" target=\"_blank\" web=\"1\">达达</span>曾公告披露，在其例行内部审计过程中，发现了某些可疑做法，这些做法可能会对公司2023年在线广告和营销服务的某些收入产生怀疑。</p> <p>　　第三方机构独立审查了某些为了实现收入目标的在线广告和营销服务交易。这些交易涉及某些上游客户的付款和向某些下游供应商支付的现金资金，金额几乎相同，且缺乏任何明显的商业实质，没有可信的文件、商业记录或其他证据支持，并且在某些情况下，客户和供应商存在未公开的联系。达达表示，这些交易导致公司过去<span>财务报表</span>中某些收入和相关成本被夸大了。具体来说，2022年第四季度、2023年第一季度、2023年第二季度和2023年第三季度的净收入分别夸大了约人民币6900万元、4000万元、2.14亿元和2.45亿元。2022年第四季度、2023年第一季度、2023年第二季度和2023年第三季度公司的运营和支持成本分别夸大了约人民币7000万元、4200万元、2.14亿元和2.50亿元。达达正在修订之前发布的2023财年前三季度未经审计的财务信息，并最终确定2023年第四季度和财年未经审计的简明合并财务报表。</p> <p>　　除了公布审查结果外，<a href=\"https://laohu8.com/S/DADA\">达达集团</a>亦同时宣布了管理层变动。公告披露，曾担任公司总裁兼董事的何辉剑将在独立审查基本完成后辞职。目前领导达达快送业务的傅兵将担任公司临时总裁，并在董事会的指导下监督公司的业务运营，立即生效。</p><p>（文章来源：广州日报）</p> </div></body></html>","source":"stock_eastmoney","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>内部审计发现广告营销问题达达：为个别员工行为</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n内部审计发现广告营销问题达达：为个别员工行为\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-07 04:01 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.eastmoney.com/a/202403073004088962.html><strong>广州日报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>3月6日，达达集团发布公告称，针对此前内审主动发现的个别存疑业务的审查结果已明确，独立第三方机构审查结果表明，公司管理层没有参与策划，为个别员工所为。目前已对相关员工进行处理，公司后续将进一步规范企业治理和内部流程，严格遵照相关法规进行透明、及时的信息披露。截至当地时间3月5日美股收盘，达达股价下跌6.64%，股价报1.97美元/股，市值5.16亿美元。 　　1月8日，达达曾公告披露，在其例行内部...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202403073004088962.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4122":"互联网与直销零售","BK4558":"双十一","BK4588":"碎股","DADA":"达达集团","BK4585":"ETF&股票定投概念","BK4563":"昨日强势股","BK4155":"大卖场与超市"},"source_url":"http://finance.eastmoney.com/a/202403073004088962.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2417223604","content_text":"3月6日，达达集团发布公告称，针对此前内审主动发现的个别存疑业务的审查结果已明确，独立第三方机构审查结果表明，公司管理层没有参与策划，为个别员工所为。目前已对相关员工进行处理，公司后续将进一步规范企业治理和内部流程，严格遵照相关法规进行透明、及时的信息披露。截至当地时间3月5日美股收盘，达达股价下跌6.64%，股价报1.97美元/股，市值5.16亿美元。 　　1月8日，达达曾公告披露，在其例行内部审计过程中，发现了某些可疑做法，这些做法可能会对公司2023年在线广告和营销服务的某些收入产生怀疑。 　　第三方机构独立审查了某些为了实现收入目标的在线广告和营销服务交易。这些交易涉及某些上游客户的付款和向某些下游供应商支付的现金资金，金额几乎相同，且缺乏任何明显的商业实质，没有可信的文件、商业记录或其他证据支持，并且在某些情况下，客户和供应商存在未公开的联系。达达表示，这些交易导致公司过去财务报表中某些收入和相关成本被夸大了。具体来说，2022年第四季度、2023年第一季度、2023年第二季度和2023年第三季度的净收入分别夸大了约人民币6900万元、4000万元、2.14亿元和2.45亿元。2022年第四季度、2023年第一季度、2023年第二季度和2023年第三季度公司的运营和支持成本分别夸大了约人民币7000万元、4200万元、2.14亿元和2.50亿元。达达正在修订之前发布的2023财年前三季度未经审计的财务信息，并最终确定2023年第四季度和财年未经审计的简明合并财务报表。 　　除了公布审查结果外，达达集团亦同时宣布了管理层变动。公告披露，曾担任公司总裁兼董事的何辉剑将在独立审查基本完成后辞职。目前领导达达快送业务的傅兵将担任公司临时总裁，并在董事会的指导下监督公司的业务运营，立即生效。（文章来源：广州日报）","news_type":1,"symbols_score_info":{"DADA":1}},"isVote":1,"tweetType":1,"viewCount":4642,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":281801299472656,"gmtCreate":1709827533961,"gmtModify":1709827534983,"author":{"id":"3538194101606247","authorId":"3538194101606247","name":"349f6622","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3538194101606247","authorIdStr":"3538194101606247"},"themes":[],"htmlText":"依然看好特斯拉<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>","listText":"依然看好特斯拉<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>","text":"依然看好特斯拉$特斯拉(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/281801299472656","repostId":"2417148795","repostType":2,"isVote":1,"tweetType":1,"viewCount":4316,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":278277477716248,"gmtCreate":1708965058936,"gmtModify":1708965060182,"author":{"id":"3538194101606247","authorId":"3538194101606247","name":"349f6622","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3538194101606247","authorIdStr":"3538194101606247"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> AI+机器人是下一个巨型赛道。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> AI+机器人是下一个巨型赛道。","text":"$特斯拉(TSLA)$ AI+机器人是下一个巨型赛道。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/278277477716248","isVote":1,"tweetType":1,"viewCount":3850,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":275665728442696,"gmtCreate":1708323873261,"gmtModify":1708323874820,"author":{"id":"3538194101606247","authorId":"3538194101606247","name":"349f6622","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3538194101606247","authorIdStr":"3538194101606247"},"themes":[],"htmlText":"老马的格局","listText":"老马的格局","text":"老马的格局","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/275665728442696","repostId":"2412920170","repostType":2,"repost":{"id":"2412920170","kind":"news","pubTimestamp":1708314035,"share":"https://www.laohu8.com/m/news/2412920170?lang=zh_CN&edition=full","pubTime":"2024-02-19 11:40","market":"us","language":"zh","title":"马斯克最新回应，特斯拉视频生成技术有望超越OpenAI","url":"https://stock-news.laohu8.com/highlight/detail?id=2412920170","media":"美股研究社","summary":"美股研究社讯，近日，特斯拉CEO埃隆·马斯克在X平台上发帖展示了特斯拉的视频生成技术。对此，马斯克表示，特斯拉的视频生成技术是世界上最好的，甚至超过OpenAI的Sora。据悉，2月16日，OpenAI宣布推出全新的生成式人工智能模型“Sora”。此外，据相关媒体报道，2月17日，市场预计，在最新一轮由风投公司Thrive Capital牵头融资中，OpenAI的估值有望超过800亿美元；而去年年初ChatGPT刚发布不久后，OpenAI的估值大约为290亿美元。","content":"<html><body><article><p>美股研究社讯，近日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO埃隆·马斯克在X平台上发帖展示了特斯拉的视频生成技术。</p><p>对此，马斯克表示，特斯拉的视频生成技术是世界上最好的，甚至超过OpenAI的Sora。此前马斯克还暗示，特斯拉早在一年前就掌握了类似OpenAI的视频生成技术。</p><img src=\"https://inews.gtimg.com/news_bt/ORh7kKiCoaYBEr4yMomOnWUJpWlSvzyakvswyoWqwjJ9UAA/0\"/><p>据悉，2月16日，OpenAI宣布推出全新的生成式人工智能模型“Sora”。据业内人士表示，Sora只是小试牛刀，它展现的不仅仅是一个视频制作的能力，而是大模型对真实世界有了理解和模拟之后，会带来新的成果和突破。</p><p>此外，据相关媒体报道，2月17日，市场预计，在最新一轮由风投公司Thrive Capital牵头融资中，OpenAI的估值有望超过800亿美元；而去年年初ChatGPT刚发布不久后，OpenAI的估值大约为290亿美元。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>马斯克最新回应，特斯拉视频生成技术有望超越OpenAI</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n马斯克最新回应，特斯拉视频生成技术有望超越OpenAI\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-19 11:40 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20240219115623879ff1f5&s=b><strong>美股研究社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美股研究社讯，近日，特斯拉CEO埃隆·马斯克在X平台上发帖展示了特斯拉的视频生成技术。对此，马斯克表示，特斯拉的视频生成技术是世界上最好的，甚至超过OpenAI的Sora。此前马斯克还暗示，特斯拉早在一年前就掌握了类似OpenAI的视频生成技术。据悉，2月16日，OpenAI宣布推出全新的生成式人工智能模型“Sora”。据业内人士表示，Sora只是小试牛刀，它展现的不仅仅是一个视频制作的能力，而是...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20240219115623879ff1f5&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4555":"新能源车","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","TSLL":"2倍做多TSLA ETF-Direxion","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU2063271972.USD":"富兰克林创新领域基金","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","BK4592":"伊斯兰概念","LU0082616367.USD":"摩根大通美国科技A（dist）","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4550":"红杉资本持仓","BK4588":"碎股","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4548":"巴美列捷福持仓","TSLA":"特斯拉","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4574":"无人驾驶","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","BK4551":"寇图资本持仓","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0823414478.USD":"法巴经典能源转换基金","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0823411888.USD":"法巴消费创新基金 Cap","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4581":"高盛持仓","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4527":"明星科技股","LU0056508442.USD":"贝莱德世界科技基金A2","LU0097036916.USD":"贝莱德美国增长A2 USD"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20240219115623879ff1f5&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2412920170","content_text":"美股研究社讯，近日，特斯拉CEO埃隆·马斯克在X平台上发帖展示了特斯拉的视频生成技术。对此，马斯克表示，特斯拉的视频生成技术是世界上最好的，甚至超过OpenAI的Sora。此前马斯克还暗示，特斯拉早在一年前就掌握了类似OpenAI的视频生成技术。据悉，2月16日，OpenAI宣布推出全新的生成式人工智能模型“Sora”。据业内人士表示，Sora只是小试牛刀，它展现的不仅仅是一个视频制作的能力，而是大模型对真实世界有了理解和模拟之后，会带来新的成果和突破。此外，据相关媒体报道，2月17日，市场预计，在最新一轮由风投公司Thrive Capital牵头融资中，OpenAI的估值有望超过800亿美元；而去年年初ChatGPT刚发布不久后，OpenAI的估值大约为290亿美元。","news_type":1,"symbols_score_info":{"TSLA":1,"TSLL":1}},"isVote":1,"tweetType":1,"viewCount":3355,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":274365740212304,"gmtCreate":1708021689543,"gmtModify":1708043140298,"author":{"id":"3538194101606247","authorId":"3538194101606247","name":"349f6622","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3538194101606247","authorIdStr":"3538194101606247"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> come on bb","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> come on bb","text":"$特斯拉(TSLA)$ come on bb","images":[{"img":"https://static.tigerbbs.com/4c0aa1f81b0b8e8e3a9f512dbdd6ccb7","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":8,"repostSize":3,"link":"https://laohu8.com/post/274365740212304","isVote":1,"tweetType":1,"viewCount":4210,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574609203076960","authorId":"3574609203076960","name":"目光之后","avatar":"https://static.tigerbbs.com/2516d9fcad49f5c5a9d0f19b33ab3b62","crmLevel":1,"crmLevelSwitch":0,"idStr":"3574609203076960","authorIdStr":"3574609203076960"},"content":"[捂脸]你好惨，不过肯定会回来的，坚持住兄弟 [开心]","text":"[捂脸]你好惨，不过肯定会回来的，坚持住兄弟 [开心]","html":"[捂脸]你好惨，不过肯定会回来的，坚持住兄弟 [开心]"},{"author":{"id":"4118281036374132","authorId":"4118281036374132","name":"Vine虎虎生威","avatar":"https://static.tigerbbs.com/c1a7859e7bc0babffc9b606f2540ea6b","crmLevel":1,"crmLevelSwitch":0,"idStr":"4118281036374132","authorIdStr":"4118281036374132"},"content":"套的够久的了 [捂脸] [捂脸]","text":"套的够久的了 [捂脸] [捂脸]","html":"套的够久的了 [捂脸] [捂脸]"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":272185261109344,"gmtCreate":1707489309413,"gmtModify":1707489310561,"author":{"id":"3538194101606247","authorId":"3538194101606247","name":"349f6622","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3538194101606247","authorIdStr":"3538194101606247"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 人工智能的最后一个被遗忘的公司，木头姐的10大趋势、特斯拉中了3个，电动汽车+自动加速出租车+机器人","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 人工智能的最后一个被遗忘的公司，木头姐的10大趋势、特斯拉中了3个，电动汽车+自动加速出租车+机器人","text":"$特斯拉(TSLA)$ 人工智能的最后一个被遗忘的公司，木头姐的10大趋势、特斯拉中了3个，电动汽车+自动加速出租车+机器人","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/272185261109344","isVote":1,"tweetType":1,"viewCount":6811,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":269373950353504,"gmtCreate":1706781944291,"gmtModify":1706781945265,"author":{"id":"3538194101606247","authorId":"3538194101606247","name":"349f6622","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3538194101606247","authorIdStr":"3538194101606247"},"themes":[],"htmlText":"偶像。<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"偶像。<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"偶像。$特斯拉(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/269373950353504","repostId":"1126412171","repostType":2,"repost":{"id":"1126412171","kind":"news","pubTimestamp":1706762694,"share":"https://www.laohu8.com/m/news/1126412171?lang=zh_CN&edition=full","pubTime":"2024-02-01 12:44","market":"us","language":"zh","title":"全力支持马斯克，“木头姐”连续五天买入特斯拉股票","url":"https://stock-news.laohu8.com/highlight/detail?id=1126412171","media":"新浪财经","summary":"自去年12月20日以来，“木头姐”的基金一直在加仓特斯拉。今年迄今，该公司累计买入了特斯拉价值逾1.5亿美元的股票。在特斯拉公布第四季度财报之后，伍德领导的这家公司在随后的五个交易日里不断买入特斯拉的股票。在上周的一次采访中，伍德被问及马斯克寻求获得特斯拉25%投票权的问题。","content":"<html><head></head><body><p>凯茜·伍德的方舟投资管理公司周三连续第五个交易日增持<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股票，但力度有所放缓，旗下两只基金ARKK和ARKW当天仅购入了6649股特斯拉股票，价值约124万美元。</p><p style=\"text-align: start;\">自去年12月20日以来，“木头姐”的基金一直在加仓特斯拉。今年迄今，该公司累计买入了特斯拉价值逾1.5亿美元的股票。</p><p style=\"text-align: start;\">这些交易突显了Ark对特斯拉的长期价值和在电动汽车市场的领导地位的信心。</p><p style=\"text-align: start;\">在特斯拉公布第四季度财报之后，伍德领导的这家公司在随后的五个交易日里不断买入特斯拉的股票。尽管遭遇挫折，Ark仍对特斯拉持乐观态度，预计该股到2027年将达到2000美元。这种乐观的估值在很大程度上归因于自动驾驶出租车服务的潜在成功。</p><p style=\"text-align: start;\">在上周的一次采访中，伍德被问及马斯克寻求获得特斯拉25%投票权的问题。作为回应，伍德称赞马斯克是“一位有远见的领导者，是我们的文艺复兴人物，是我们这个时代的发明者，”并表示Ark“完全支持”马斯克寻求对特斯拉的更多控制权。</p></body></html>","source":"XLCJ","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>全力支持马斯克，“木头姐”连续五天买入特斯拉股票</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n全力支持马斯克，“木头姐”连续五天买入特斯拉股票\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-01 12:44 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2024-02-01/doc-inafpfte5173557.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>凯茜·伍德的方舟投资管理公司周三连续第五个交易日增持特斯拉股票，但力度有所放缓，旗下两只基金ARKK和ARKW当天仅购入了6649股特斯拉股票，价值约124万美元。自去年12月20日以来，“木头姐”的基金一直在加仓特斯拉。今年迄今，该公司累计买入了特斯拉价值逾1.5亿美元的股票。这些交易突显了Ark对特斯拉的长期价值和在电动汽车市场的领导地位的信心。在特斯拉公布第四季度财报之后，伍德领导的这家公司...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2024-02-01/doc-inafpfte5173557.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8a7cba3c8c4e777b9f0bb94e22b8789c","relate_stocks":{"BK4592":"伊斯兰概念","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4527":"明星科技股","TSLL":"2倍做多TSLA ETF-Direxion","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","TSLA":"特斯拉","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4555":"新能源车","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2024-02-01/doc-inafpfte5173557.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126412171","content_text":"凯茜·伍德的方舟投资管理公司周三连续第五个交易日增持特斯拉股票，但力度有所放缓，旗下两只基金ARKK和ARKW当天仅购入了6649股特斯拉股票，价值约124万美元。自去年12月20日以来，“木头姐”的基金一直在加仓特斯拉。今年迄今，该公司累计买入了特斯拉价值逾1.5亿美元的股票。这些交易突显了Ark对特斯拉的长期价值和在电动汽车市场的领导地位的信心。在特斯拉公布第四季度财报之后，伍德领导的这家公司在随后的五个交易日里不断买入特斯拉的股票。尽管遭遇挫折，Ark仍对特斯拉持乐观态度，预计该股到2027年将达到2000美元。这种乐观的估值在很大程度上归因于自动驾驶出租车服务的潜在成功。在上周的一次采访中，伍德被问及马斯克寻求获得特斯拉25%投票权的问题。作为回应，伍德称赞马斯克是“一位有远见的领导者，是我们的文艺复兴人物，是我们这个时代的发明者，”并表示Ark“完全支持”马斯克寻求对特斯拉的更多控制权。","news_type":1,"symbols_score_info":{"TSLA":1,"TSLL":1}},"isVote":1,"tweetType":1,"viewCount":4130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":266964909859008,"gmtCreate":1706186457270,"gmtModify":1706186458690,"author":{"id":"3538194101606247","authorId":"3538194101606247","name":"349f6622","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3538194101606247","authorIdStr":"3538194101606247"},"themes":[],"htmlText":"elon真是应该反思一下，脑子用在什么地方？1、model 3/Y 那么大销量，不让供应商降价降成本，2、老头乐车型不研发，不学习比亚迪，车海战术。直接挖特斯拉工程师、产品经理就行了。3、研发总部在美国，出来的车型怎么会适合中国市场？导致中国市场断档30-60万车型，也没20万以内车型<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"elon真是应该反思一下，脑子用在什么地方？1、model 3/Y 那么大销量，不让供应商降价降成本，2、老头乐车型不研发，不学习比亚迪，车海战术。直接挖特斯拉工程师、产品经理就行了。3、研发总部在美国，出来的车型怎么会适合中国市场？导致中国市场断档30-60万车型，也没20万以内车型<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"elon真是应该反思一下，脑子用在什么地方？1、model 3/Y 那么大销量，不让供应商降价降成本，2、老头乐车型不研发，不学习比亚迪，车海战术。直接挖特斯拉工程师、产品经理就行了。3、研发总部在美国，出来的车型怎么会适合中国市场？导致中国市场断档30-60万车型，也没20万以内车型$特斯拉(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/266964909859008","repostId":"2406291712","repostType":2,"isVote":1,"tweetType":1,"viewCount":3513,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":265883831566632,"gmtCreate":1705931373499,"gmtModify":1705931375259,"author":{"id":"3538194101606247","authorId":"3538194101606247","name":"349f6622","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3538194101606247","authorIdStr":"3538194101606247"},"themes":[],"htmlText":"特斯拉的采购是不是有什么猫腻？怎么电池成本下降那么快，以及其他零部件的销量提升采购规模扩大，特斯拉成本不降吗？","listText":"特斯拉的采购是不是有什么猫腻？怎么电池成本下降那么快，以及其他零部件的销量提升采购规模扩大，特斯拉成本不降吗？","text":"特斯拉的采购是不是有什么猫腻？怎么电池成本下降那么快，以及其他零部件的销量提升采购规模扩大，特斯拉成本不降吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/265883831566632","repostId":"264531540987912","repostType":1,"repost":{"id":264531540987912,"gmtCreate":1705604136617,"gmtModify":1705926850410,"author":{"id":"3527667584262733","authorId":"3527667584262733","name":"期权小助手","avatar":"https://static.tigerbbs.com/a5496ca83f1c81b8c311afcb3ea30bc8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667584262733","authorIdStr":"3527667584262733"},"themes":[],"title":"【财报期权策略】特斯拉测试200支撑，Q4财报是绝地反转的最后机会？","htmlText":"基本面概述Q3回顾：由于工厂升级，特斯拉第三季度的交付量下降到430,488辆。Q3收入为233.5亿美元，同比温和增长8.8%。调整后的每股收益为0.66美元，与去年相比下降了37%。毛利率保持在17.9%，连续第三个季度低于20%。由于第三季度表现平平，特斯拉的股价在10月底一度跌破200美元。然而，在美联储降息预期的推动下，自去年11月以来，该股一直在稳步反弹。Q4关注点：Q4特斯拉的交付量超出了华尔街的预期，生产了494989辆汽车，交付了484507辆。Model 3/Y贡献了461,538台。尽管在2023年实现了创纪录的181万辆的年交付量，但没有达到马斯克200万辆的目标。Q4财报投资者可能会密切关注特斯拉第四季度的毛利率表现，尤其是考虑到特斯拉11月份在中国销售的汽车连续四次涨价。价格调整可能旨在利用投资者“高买低卖”的心理来刺激销售。然而，特斯拉还降低了2023年最后一个季度在美国和加拿大销售的库存汽车的价格，可能会抵消高利率对消费者信心的影响，这表明第四季度毛利率可能会进一步下降。技术分析特斯拉在中长期内处于下跌趋势通道，下跌趋势意味着市场购买积极性下降。该股正在测试214美元的支撑位，跌破214美元意味着下行动力更强。下一支撑位是200。历史统计如图所示，特斯拉财报前一周股价绝对平均回报为±4.8%。财报当天绝对平均回报为±7%。在之前发布的12次财报中，特斯拉的股价有8次在发布后下跌。根据之前发布的12份业绩， 特斯拉更有可能在公布业绩后的第一天走高，平均涨幅为0.7%，平均幅度为±2.6%。期权价格预计波动幅度为±8.4%，而实际波动幅度为±6.8%。最高价格变动幅度为+19.7%，最低价格变动幅度为-14.8%。在 68% 的回测案例中，跨式期权当天就失去了价值。平均而言，期权跨式期权的 1 天回报率为 -12.5%。通常意义上特斯拉不适合跨式","listText":"基本面概述Q3回顾：由于工厂升级，特斯拉第三季度的交付量下降到430,488辆。Q3收入为233.5亿美元，同比温和增长8.8%。调整后的每股收益为0.66美元，与去年相比下降了37%。毛利率保持在17.9%，连续第三个季度低于20%。由于第三季度表现平平，特斯拉的股价在10月底一度跌破200美元。然而，在美联储降息预期的推动下，自去年11月以来，该股一直在稳步反弹。Q4关注点：Q4特斯拉的交付量超出了华尔街的预期，生产了494989辆汽车，交付了484507辆。Model 3/Y贡献了461,538台。尽管在2023年实现了创纪录的181万辆的年交付量，但没有达到马斯克200万辆的目标。Q4财报投资者可能会密切关注特斯拉第四季度的毛利率表现，尤其是考虑到特斯拉11月份在中国销售的汽车连续四次涨价。价格调整可能旨在利用投资者“高买低卖”的心理来刺激销售。然而，特斯拉还降低了2023年最后一个季度在美国和加拿大销售的库存汽车的价格，可能会抵消高利率对消费者信心的影响，这表明第四季度毛利率可能会进一步下降。技术分析特斯拉在中长期内处于下跌趋势通道，下跌趋势意味着市场购买积极性下降。该股正在测试214美元的支撑位，跌破214美元意味着下行动力更强。下一支撑位是200。历史统计如图所示，特斯拉财报前一周股价绝对平均回报为±4.8%。财报当天绝对平均回报为±7%。在之前发布的12次财报中，特斯拉的股价有8次在发布后下跌。根据之前发布的12份业绩， 特斯拉更有可能在公布业绩后的第一天走高，平均涨幅为0.7%，平均幅度为±2.6%。期权价格预计波动幅度为±8.4%，而实际波动幅度为±6.8%。最高价格变动幅度为+19.7%，最低价格变动幅度为-14.8%。在 68% 的回测案例中，跨式期权当天就失去了价值。平均而言，期权跨式期权的 1 天回报率为 -12.5%。通常意义上特斯拉不适合跨式","text":"基本面概述Q3回顾：由于工厂升级，特斯拉第三季度的交付量下降到430,488辆。Q3收入为233.5亿美元，同比温和增长8.8%。调整后的每股收益为0.66美元，与去年相比下降了37%。毛利率保持在17.9%，连续第三个季度低于20%。由于第三季度表现平平，特斯拉的股价在10月底一度跌破200美元。然而，在美联储降息预期的推动下，自去年11月以来，该股一直在稳步反弹。Q4关注点：Q4特斯拉的交付量超出了华尔街的预期，生产了494989辆汽车，交付了484507辆。Model 3/Y贡献了461,538台。尽管在2023年实现了创纪录的181万辆的年交付量，但没有达到马斯克200万辆的目标。Q4财报投资者可能会密切关注特斯拉第四季度的毛利率表现，尤其是考虑到特斯拉11月份在中国销售的汽车连续四次涨价。价格调整可能旨在利用投资者“高买低卖”的心理来刺激销售。然而，特斯拉还降低了2023年最后一个季度在美国和加拿大销售的库存汽车的价格，可能会抵消高利率对消费者信心的影响，这表明第四季度毛利率可能会进一步下降。技术分析特斯拉在中长期内处于下跌趋势通道，下跌趋势意味着市场购买积极性下降。该股正在测试214美元的支撑位，跌破214美元意味着下行动力更强。下一支撑位是200。历史统计如图所示，特斯拉财报前一周股价绝对平均回报为±4.8%。财报当天绝对平均回报为±7%。在之前发布的12次财报中，特斯拉的股价有8次在发布后下跌。根据之前发布的12份业绩， 特斯拉更有可能在公布业绩后的第一天走高，平均涨幅为0.7%，平均幅度为±2.6%。期权价格预计波动幅度为±8.4%，而实际波动幅度为±6.8%。最高价格变动幅度为+19.7%，最低价格变动幅度为-14.8%。在 68% 的回测案例中，跨式期权当天就失去了价值。平均而言，期权跨式期权的 1 天回报率为 -12.5%。通常意义上特斯拉不适合跨式","images":[{"img":"https://static.tigerbbs.com/98e9a7155e1d3429eda99f62ef50b68d","width":"2016","height":"1120"},{"img":"https://static.tigerbbs.com/079440d435958e225c664027bb781ef3","width":"2264","height":"1182"},{"img":"https://static.tigerbbs.com/81c968a6ddc0758ad3983aa03969f06e","width":"1045","height":"1707"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/264531540987912","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":264104633663736,"gmtCreate":1705495873157,"gmtModify":1705495874581,"author":{"id":"3538194101606247","authorId":"3538194101606247","name":"349f6622","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3538194101606247","authorIdStr":"3538194101606247"},"themes":[],"htmlText":"梦里啥都有","listText":"梦里啥都有","text":"梦里啥都有","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/264104633663736","repostId":"1158980302","repostType":2,"isVote":1,"tweetType":1,"viewCount":2066,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":263684915568960,"gmtCreate":1705411951348,"gmtModify":1705465941276,"author":{"id":"3538194101606247","authorId":"3538194101606247","name":"349f6622","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3538194101606247","authorIdStr":"3538194101606247"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>坚信特斯拉","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>坚信特斯拉","text":"$特斯拉(TSLA)$ 坚信特斯拉","images":[{"img":"https://static.tigerbbs.com/bab34495b2b78e9d877f8e8fcf099554","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/263684915568960","isVote":1,"tweetType":1,"viewCount":7056,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4108555972164230","authorId":"4108555972164230","name":"保护我的小橘白","avatar":"https://static.tigerbbs.com/3af509753aca26181450c343e9c59809","crmLevel":2,"crmLevelSwitch":0,"idStr":"4108555972164230","authorIdStr":"4108555972164230"},"content":"哈哈，比你好点有限‌[喷血] ‌","text":"哈哈，比你好点有限‌[喷血] ‌","html":"哈哈，比你好点有限‌[喷血] ‌"},{"author":{"id":"3489142014287055","authorId":"3489142014287055","name":"sneijder","avatar":"https://static.tigerbbs.com/53e6a3eed91f9db8d7706c3f195bb83c","crmLevel":5,"crmLevelSwitch":0,"idStr":"3489142014287055","authorIdStr":"3489142014287055"},"content":"小两千万了，有钱大佬","text":"小两千万了，有钱大佬","html":"小两千万了，有钱大佬"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":263679837511960,"gmtCreate":1705397160195,"gmtModify":1705397161763,"author":{"id":"3538194101606247","authorId":"3538194101606247","name":"349f6622","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3538194101606247","authorIdStr":"3538194101606247"},"themes":[],"htmlText":"特斯拉的单车成本从来不下降的吗？好奇怪","listText":"特斯拉的单车成本从来不下降的吗？好奇怪","text":"特斯拉的单车成本从来不下降的吗？好奇怪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/263679837511960","repostId":"1112156034","repostType":2,"isVote":1,"tweetType":1,"viewCount":2934,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":261823647346896,"gmtCreate":1704948445394,"gmtModify":1704948446500,"author":{"id":"3538194101606247","authorId":"3538194101606247","name":"349f6622","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3538194101606247","authorIdStr":"3538194101606247"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03650\">$KEEP(03650)$&nbsp;</a>各大机构舍命狂奔，没救了","listText":"<a href=\"https://laohu8.com/S/03650\">$KEEP(03650)$&nbsp;</a>各大机构舍命狂奔，没救了","text":"$KEEP(03650)$ 各大机构舍命狂奔，没救了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/261823647346896","isVote":1,"tweetType":1,"viewCount":2152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":261593341214872,"gmtCreate":1704892282402,"gmtModify":1704892606039,"author":{"id":"3538194101606247","authorId":"3538194101606247","name":"349f6622","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3538194101606247","authorIdStr":"3538194101606247"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$&nbsp;</a>中概股是不是都没有操守？该票不能做空，唯一的解释就是大股东在抛售？坑散户啊","listText":"<a href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$&nbsp;</a>中概股是不是都没有操守？该票不能做空，唯一的解释就是大股东在抛售？坑散户啊","text":"$瑞幸咖啡(LKNCY)$ 中概股是不是都没有操守？该票不能做空，唯一的解释就是大股东在抛售？坑散户啊","images":[{"img":"https://static.tigerbbs.com/b2790fe629926d873d16561c62646f34","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/261593341214872","isVote":1,"tweetType":1,"viewCount":6013,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4120360017010400","authorId":"4120360017010400","name":"一个了不起的故事","avatar":"https://static.tigerbbs.com/9ee8ea6bdd1c0b0dad01fd85a077f35e","crmLevel":6,"crmLevelSwitch":0,"idStr":"4120360017010400","authorIdStr":"4120360017010400"},"content":"瑞幸就是这样的，每次大新闻大利好开之前股价大跌，股东和机构进场抄底，然后拉升翻倍或者50%，横盘一小段时间就开始砸。粉单市场没有分红，不会长期拿着的，赚到钱了就跑。","text":"瑞幸就是这样的，每次大新闻大利好开之前股价大跌，股东和机构进场抄底，然后拉升翻倍或者50%，横盘一小段时间就开始砸。粉单市场没有分红，不会长期拿着的，赚到钱了就跑。","html":"瑞幸就是这样的，每次大新闻大利好开之前股价大跌，股东和机构进场抄底，然后拉升翻倍或者50%，横盘一小段时间就开始砸。粉单市场没有分红，不会长期拿着的，赚到钱了就跑。"},{"author":{"id":"3491278351539918","authorId":"3491278351539918","name":"高价收鸭毛鳖壳","avatar":"https://static.tigerbbs.com/47e911c3cd70e589c85cdef8d1d5cc15","crmLevel":2,"crmLevelSwitch":1,"idStr":"3491278351539918","authorIdStr":"3491278351539918"},"content":"你都在炒美股了 干嘛还炒中概","text":"你都在炒美股了 干嘛还炒中概","html":"你都在炒美股了 干嘛还炒中概"}],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":274365740212304,"gmtCreate":1708021689543,"gmtModify":1708043140298,"author":{"id":"3538194101606247","authorId":"3538194101606247","name":"349f6622","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3538194101606247","authorIdStr":"3538194101606247"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> come on bb","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> come on bb","text":"$特斯拉(TSLA)$ come on bb","images":[{"img":"https://static.tigerbbs.com/4c0aa1f81b0b8e8e3a9f512dbdd6ccb7","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":8,"repostSize":3,"link":"https://laohu8.com/post/274365740212304","isVote":1,"tweetType":1,"viewCount":4210,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574609203076960","authorId":"3574609203076960","name":"目光之后","avatar":"https://static.tigerbbs.com/2516d9fcad49f5c5a9d0f19b33ab3b62","crmLevel":1,"crmLevelSwitch":0,"idStr":"3574609203076960","authorIdStr":"3574609203076960"},"content":"[捂脸]你好惨，不过肯定会回来的，坚持住兄弟 [开心]","text":"[捂脸]你好惨，不过肯定会回来的，坚持住兄弟 [开心]","html":"[捂脸]你好惨，不过肯定会回来的，坚持住兄弟 [开心]"},{"author":{"id":"4118281036374132","authorId":"4118281036374132","name":"Vine虎虎生威","avatar":"https://static.tigerbbs.com/c1a7859e7bc0babffc9b606f2540ea6b","crmLevel":1,"crmLevelSwitch":0,"idStr":"4118281036374132","authorIdStr":"4118281036374132"},"content":"套的够久的了 [捂脸] [捂脸]","text":"套的够久的了 [捂脸] [捂脸]","html":"套的够久的了 [捂脸] [捂脸]"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":668089107,"gmtCreate":1664300631909,"gmtModify":1664300635237,"author":{"id":"3538194101606247","authorId":"3538194101606247","name":"349f6622","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3538194101606247","authorIdStr":"3538194101606247"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>个人最惨个股","listText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>个人最惨个股","text":"$RLX科技(RLX)$个人最惨个股","images":[{"img":"https://static.tigerbbs.com/b81b1babad12c2d979217c02e0225e64","width":"1284","height":"2778"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":59,"commentSize":4,"repostSize":4,"link":"https://laohu8.com/post/668089107","isVote":1,"tweetType":1,"viewCount":23428,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3547648085376313","authorId":"3547648085376313","name":"黄德發","avatar":"https://static.tigerbbs.com/33e671029c2938a12ced812b7e4f959a","crmLevel":1,"crmLevelSwitch":0,"idStr":"3547648085376313","authorIdStr":"3547648085376313"},"content":"买的很对呀 兄弟 往后美股 5美元 6美元不会有问题的","text":"买的很对呀 兄弟 往后美股 5美元 6美元不会有问题的","html":"买的很对呀 兄弟 往后美股 5美元 6美元不会有问题的"},{"author":{"id":"109921353127640","authorId":"109921353127640","name":"降龙无悔","avatar":"https://static.tigerbbs.com/dea6a6ad82f509f07f16471ea9a8e919","crmLevel":2,"crmLevelSwitch":0,"idStr":"109921353127640","authorIdStr":"109921353127640"},"content":"如果懂技术分析的话，就不会亏这么惨，最多百分之十五","text":"如果懂技术分析的话，就不会亏这么惨，最多百分之十五","html":"如果懂技术分析的话，就不会亏这么惨，最多百分之十五"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":681348496,"gmtCreate":1656686788816,"gmtModify":1704865635967,"author":{"id":"3538194101606247","authorId":"3538194101606247","name":"349f6622","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3538194101606247","authorIdStr":"3538194101606247"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>信仰股！挺住","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>信仰股！挺住","text":"$特斯拉(TSLA)$信仰股！挺住","images":[{"img":"https://static.tigerbbs.com/56d3ce3fc1c37d39049ceafaf2a0b32d","width":"828","height":"1792"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":78,"commentSize":26,"repostSize":2,"link":"https://laohu8.com/post/681348496","isVote":1,"tweetType":1,"viewCount":12107,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3481277843075410","authorId":"3481277843075410","name":"华尔街街溜子","avatar":"https://static.tigerbbs.com/83757383596925cc1ae9579d5eabedbb","crmLevel":5,"crmLevelSwitch":1,"idStr":"3481277843075410","authorIdStr":"3481277843075410"},"content":"这不轻松盈利了吗[笑哭]前几天嘲讽的那帮人哭了没？[笑哭]","text":"这不轻松盈利了吗[笑哭]前几天嘲讽的那帮人哭了没？[笑哭]","html":"这不轻松盈利了吗[笑哭]前几天嘲讽的那帮人哭了没？[笑哭]"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":246422219522240,"gmtCreate":1701183040333,"gmtModify":1701183730708,"author":{"id":"3538194101606247","authorId":"3538194101606247","name":"349f6622","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3538194101606247","authorIdStr":"3538194101606247"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a><v-v data-views=\"0\"></v-v>我又来了。企业做错事就应该付出代价。尽管我很欣赏李斌。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a><v-v data-views=\"0\"></v-v>我又来了。企业做错事就应该付出代价。尽管我很欣赏李斌。","text":"$蔚来(NIO)$ 我又来了。企业做错事就应该付出代价。尽管我很欣赏李斌。","images":[{"img":"https://static.tigerbbs.com/0076da96b5764136c8b0a0b8d40b0633","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":11,"repostSize":0,"link":"https://laohu8.com/post/246422219522240","isVote":1,"tweetType":1,"viewCount":4146,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3539928148899666","authorId":"3539928148899666","name":"GP黑白熊","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"idStr":"3539928148899666","authorIdStr":"3539928148899666"},"content":"在真金白银面前 $NIO 20250117 7.5 PUT$这个时候那些吹捧 nio 的人或者鬼就不见踪影了","text":"在真金白银面前 $NIO 20250117 7.5 PUT$这个时候那些吹捧 nio 的人或者鬼就不见踪影了","html":"在真金白银面前 $NIO 20250117 7.5 PUT$这个时候那些吹捧 nio 的人或者鬼就不见踪影了"},{"author":{"id":"3576744620183830","authorId":"3576744620183830","name":"宝宝鸭","avatar":"https://static.tigerbbs.com/6fffbf5e3a7258d1665fedc4368de4ed","crmLevel":2,"crmLevelSwitch":0,"idStr":"3576744620183830","authorIdStr":"3576744620183830"},"content":"哥咋这么厉害啊，真的很佩服","text":"哥咋这么厉害啊，真的很佩服","html":"哥咋这么厉害啊，真的很佩服"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":685937979,"gmtCreate":1659374440795,"gmtModify":1659420703624,"author":{"id":"3538194101606247","authorId":"3538194101606247","name":"349f6622","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3538194101606247","authorIdStr":"3538194101606247"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>韭菜就是我","listText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>韭菜就是我","text":"$RLX科技(RLX)$韭菜就是我","images":[{"img":"https://static.tigerbbs.com/5f1f1734088524d276ac8d03b8dedc35","width":"828","height":"1792"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":28,"commentSize":35,"repostSize":1,"link":"https://laohu8.com/post/685937979","isVote":1,"tweetType":1,"viewCount":16683,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3547648085376313","authorId":"3547648085376313","name":"黄德發","avatar":"https://static.tigerbbs.com/33e671029c2938a12ced812b7e4f959a","crmLevel":1,"crmLevelSwitch":0,"idStr":"3547648085376313","authorIdStr":"3547648085376313"},"content":"你不是韭菜 过个一两年你就是最大的赢家 看雾芯的财务都能发现 这个安全边际很大 成长性也有","text":"你不是韭菜 过个一两年你就是最大的赢家 看雾芯的财务都能发现 这个安全边际很大 成长性也有","html":"你不是韭菜 过个一两年你就是最大的赢家 看雾芯的财务都能发现 这个安全边际很大 成长性也有"},{"author":{"id":"4121488064092880","authorId":"4121488064092880","name":"2022年","avatar":"https://static.tigerbbs.com/44826035098efe4be6ab9855389b91b9","crmLevel":1,"crmLevelSwitch":0,"idStr":"4121488064092880","authorIdStr":"4121488064092880"},"content":"一路跌一路补仓吧如果没猜错的话","text":"一路跌一路补仓吧如果没猜错的话","html":"一路跌一路补仓吧如果没猜错的话"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":243895506448616,"gmtCreate":1700559349174,"gmtModify":1700559351224,"author":{"id":"3538194101606247","authorId":"3538194101606247","name":"349f6622","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3538194101606247","authorIdStr":"3538194101606247"},"themes":[],"htmlText":"快充是电动车趋势，根本不需要换电，这是一个功能机时代换电池的落后模式。蔚来不改模式，会是一个无底洞","listText":"快充是电动车趋势，根本不需要换电，这是一个功能机时代换电池的落后模式。蔚来不改模式，会是一个无底洞","text":"快充是电动车趋势，根本不需要换电，这是一个功能机时代换电池的落后模式。蔚来不改模式，会是一个无底洞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":12,"repostSize":1,"link":"https://laohu8.com/post/243895506448616","repostId":"1165512322","repostType":2,"repost":{"id":"1165512322","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1700548202,"share":"https://www.laohu8.com/m/news/1165512322?lang=zh_CN&edition=full","pubTime":"2023-11-21 14:30","market":"us","language":"zh","title":"长安汽车与蔚来签约，开展换电业务合作","url":"https://stock-news.laohu8.com/highlight/detail?id=1165512322","media":"老虎资讯综合","summary":"据$蔚来(NIO)$微博消息，11月21日，$长安汽车(000625)$与$蔚来(NIO.SI)$在重庆签署换电业务合作协议，双方将在推动换电电池标准建立、换电网络建设与共享、换电车型研发、建立高效的电池资产管理机制等方面展开合作，共同推进汽车行业高质量发展和低碳转型。","content":"<html><head></head><body><p>11月21日下午消息，<a href=\"https://laohu8.com/S/000625\">长安汽车</a>与<a href=\"https://laohu8.com/S/NIO\">蔚来</a>在重庆签署换电业务合作协议，双方将在推动换电电池标准建立、换电网络建设与共享、换电车型研发、建立高效的电池资产管理机制等方面展开合作。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/861ec7b016c845d6ab75782717b820b0\" tg-width=\"690\" tg-height=\"460\"/></p><p>长安汽车董事长、党委书记朱华荣与<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>创始人、董事长、CEO李斌座谈并见证签约。长安汽车总裁王俊，长安汽车副总裁王辉，深蓝汽车总经理邓承浩，蔚来联合创始人、总裁秦力洪，蔚来高级副总裁沈斐等出席活动。</p><p style=\"text-align: start;\">蔚来创始人、董事长、CEO李斌表示：“从充换电业务开始的第一天，蔚来就决定向全行业开放。与互联网云服务基础设施一样，蔚来换电网络和蔚来能源云也是走了一条基建先行、内部闭环、全场景验证、对外开放的道路。经过5年的发展，蔚来换电网络和蔚来能源云在研发、建设、运营等方面已经积累了丰富的经验，蔚来换电业务已经做好了向行业开放的准备。作为中国汽车市场的领军企业，长安汽车向电动化转型的决心和行动令人钦佩。通过此次合作，蔚来和长安汽车将共同推进新能源汽车产业高质量发展，推动汽车行业的低碳转型。”</p><p style=\"text-align: start;\">长安汽车董事长、党委书记朱华荣表示：“在国家大力发展新能源、智能网联汽车的背景下，蔚来换电模式的落地，具有里程碑意义，长安汽车和蔚来此次换电业务合作，将推动新能源汽车产业进一步高质量发展，意义重大。未来，长安汽车将不仅仅在换电领域与蔚来合作，也将在其他平台性、基础性生态领域，从能源、充换电、整车、生态等方面，持续加强和蔚来的合作，共同推动产业高质量发展格局的构建，形成共创共享、互利互惠的良性生态。”</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>长安汽车与蔚来签约，开展换电业务合作</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n长安汽车与蔚来签约，开展换电业务合作\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2023-11-21 14:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>11月21日下午消息，<a href=\"https://laohu8.com/S/000625\">长安汽车</a>与<a href=\"https://laohu8.com/S/NIO\">蔚来</a>在重庆签署换电业务合作协议，双方将在推动换电电池标准建立、换电网络建设与共享、换电车型研发、建立高效的电池资产管理机制等方面展开合作。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/861ec7b016c845d6ab75782717b820b0\" tg-width=\"690\" tg-height=\"460\"/></p><p>长安汽车董事长、党委书记朱华荣与<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>创始人、董事长、CEO李斌座谈并见证签约。长安汽车总裁王俊，长安汽车副总裁王辉，深蓝汽车总经理邓承浩，蔚来联合创始人、总裁秦力洪，蔚来高级副总裁沈斐等出席活动。</p><p style=\"text-align: start;\">蔚来创始人、董事长、CEO李斌表示：“从充换电业务开始的第一天，蔚来就决定向全行业开放。与互联网云服务基础设施一样，蔚来换电网络和蔚来能源云也是走了一条基建先行、内部闭环、全场景验证、对外开放的道路。经过5年的发展，蔚来换电网络和蔚来能源云在研发、建设、运营等方面已经积累了丰富的经验，蔚来换电业务已经做好了向行业开放的准备。作为中国汽车市场的领军企业，长安汽车向电动化转型的决心和行动令人钦佩。通过此次合作，蔚来和长安汽车将共同推进新能源汽车产业高质量发展，推动汽车行业的低碳转型。”</p><p style=\"text-align: start;\">长安汽车董事长、党委书记朱华荣表示：“在国家大力发展新能源、智能网联汽车的背景下，蔚来换电模式的落地，具有里程碑意义，长安汽车和蔚来此次换电业务合作，将推动新能源汽车产业进一步高质量发展，意义重大。未来，长安汽车将不仅仅在换电领域与蔚来合作，也将在其他平台性、基础性生态领域，从能源、充换电、整车、生态等方面，持续加强和蔚来的合作，共同推动产业高质量发展格局的构建，形成共创共享、互利互惠的良性生态。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3380231cb191ca9bea37a0c70765537d","relate_stocks":{"BK0264":"汽车制造","BK4526":"热门中概股","BK0188":"融资融券","BK4574":"无人驾驶","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4505":"高瓴资本持仓","BK1119":"汽车制造商","000625":"长安汽车","BK0014":"新能源汽车","BK4509":"腾讯概念","BK0028":"国家队","BK4585":"ETF&股票定投概念","BK4588":"碎股","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","BK4099":"汽车制造商","09866":"蔚来-SW","BK1588":"回港中概股","BK4555":"新能源车","BK4581":"高盛持仓","NIO":"蔚来","BK0010":"央企","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","NIO.SI":"蔚来","BK4534":"瑞士信贷持仓","BK4504":"桥水持仓"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165512322","content_text":"11月21日下午消息，长安汽车与蔚来在重庆签署换电业务合作协议，双方将在推动换电电池标准建立、换电网络建设与共享、换电车型研发、建立高效的电池资产管理机制等方面展开合作。长安汽车董事长、党委书记朱华荣与蔚来创始人、董事长、CEO李斌座谈并见证签约。长安汽车总裁王俊，长安汽车副总裁王辉，深蓝汽车总经理邓承浩，蔚来联合创始人、总裁秦力洪，蔚来高级副总裁沈斐等出席活动。蔚来创始人、董事长、CEO李斌表示：“从充换电业务开始的第一天，蔚来就决定向全行业开放。与互联网云服务基础设施一样，蔚来换电网络和蔚来能源云也是走了一条基建先行、内部闭环、全场景验证、对外开放的道路。经过5年的发展，蔚来换电网络和蔚来能源云在研发、建设、运营等方面已经积累了丰富的经验，蔚来换电业务已经做好了向行业开放的准备。作为中国汽车市场的领军企业，长安汽车向电动化转型的决心和行动令人钦佩。通过此次合作，蔚来和长安汽车将共同推进新能源汽车产业高质量发展，推动汽车行业的低碳转型。”长安汽车董事长、党委书记朱华荣表示：“在国家大力发展新能源、智能网联汽车的背景下，蔚来换电模式的落地，具有里程碑意义，长安汽车和蔚来此次换电业务合作，将推动新能源汽车产业进一步高质量发展，意义重大。未来，长安汽车将不仅仅在换电领域与蔚来合作，也将在其他平台性、基础性生态领域，从能源、充换电、整车、生态等方面，持续加强和蔚来的合作，共同推动产业高质量发展格局的构建，形成共创共享、互利互惠的良性生态。”","news_type":1,"symbols_score_info":{"000625":1,"NIO.SI":1,"09866":1,"NIO":1}},"isVote":1,"tweetType":1,"viewCount":8409,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494214634965176","authorId":"3494214634965176","name":"人民币美元一起赚","avatar":"https://static.tigerbbs.com/6845c89d635ab87c3f0eac3271f3d048","crmLevel":1,"crmLevelSwitch":0,"idStr":"3494214634965176","authorIdStr":"3494214634965176"},"content":"去开个纯电车到外面商业充电站体验一把，你能一个小时充满电给大家发个消息再来谈","text":"去开个纯电车到外面商业充电站体验一把，你能一个小时充满电给大家发个消息再来谈","html":"去开个纯电车到外面商业充电站体验一把，你能一个小时充满电给大家发个消息再来谈"},{"author":{"id":"3540944904534077","authorId":"3540944904534077","name":"韭菜坛子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"idStr":"3540944904534077","authorIdStr":"3540944904534077"},"content":"黑子张嘴就来","text":"黑子张嘴就来","html":"黑子张嘴就来"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":261593341214872,"gmtCreate":1704892282402,"gmtModify":1704892606039,"author":{"id":"3538194101606247","authorId":"3538194101606247","name":"349f6622","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3538194101606247","authorIdStr":"3538194101606247"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$&nbsp;</a>中概股是不是都没有操守？该票不能做空，唯一的解释就是大股东在抛售？坑散户啊","listText":"<a href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$&nbsp;</a>中概股是不是都没有操守？该票不能做空，唯一的解释就是大股东在抛售？坑散户啊","text":"$瑞幸咖啡(LKNCY)$ 中概股是不是都没有操守？该票不能做空，唯一的解释就是大股东在抛售？坑散户啊","images":[{"img":"https://static.tigerbbs.com/b2790fe629926d873d16561c62646f34","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/261593341214872","isVote":1,"tweetType":1,"viewCount":6013,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4120360017010400","authorId":"4120360017010400","name":"一个了不起的故事","avatar":"https://static.tigerbbs.com/9ee8ea6bdd1c0b0dad01fd85a077f35e","crmLevel":6,"crmLevelSwitch":0,"idStr":"4120360017010400","authorIdStr":"4120360017010400"},"content":"瑞幸就是这样的，每次大新闻大利好开之前股价大跌，股东和机构进场抄底，然后拉升翻倍或者50%，横盘一小段时间就开始砸。粉单市场没有分红，不会长期拿着的，赚到钱了就跑。","text":"瑞幸就是这样的，每次大新闻大利好开之前股价大跌，股东和机构进场抄底，然后拉升翻倍或者50%，横盘一小段时间就开始砸。粉单市场没有分红，不会长期拿着的，赚到钱了就跑。","html":"瑞幸就是这样的，每次大新闻大利好开之前股价大跌，股东和机构进场抄底，然后拉升翻倍或者50%，横盘一小段时间就开始砸。粉单市场没有分红，不会长期拿着的，赚到钱了就跑。"},{"author":{"id":"3491278351539918","authorId":"3491278351539918","name":"高价收鸭毛鳖壳","avatar":"https://static.tigerbbs.com/47e911c3cd70e589c85cdef8d1d5cc15","crmLevel":2,"crmLevelSwitch":1,"idStr":"3491278351539918","authorIdStr":"3491278351539918"},"content":"你都在炒美股了 干嘛还炒中概","text":"你都在炒美股了 干嘛还炒中概","html":"你都在炒美股了 干嘛还炒中概"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":243967799922920,"gmtCreate":1700576998948,"gmtModify":1700577147757,"author":{"id":"3538194101606247","authorId":"3538194101606247","name":"349f6622","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3538194101606247","authorIdStr":"3538194101606247"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a><v-v data-views=\"0\"></v-v>实际行动看空，换电站就是个累赘，战略错误，已经无法用战术弥补。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a><v-v data-views=\"0\"></v-v>实际行动看空，换电站就是个累赘，战略错误，已经无法用战术弥补。","text":"$蔚来(NIO)$ 实际行动看空，换电站就是个累赘，战略错误，已经无法用战术弥补。","images":[{"img":"https://static.tigerbbs.com/4c8b49457c52814c8713573524868fa5","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/243967799922920","isVote":1,"tweetType":1,"viewCount":5292,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3536146643100336","authorId":"3536146643100336","name":"BenZheng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"idStr":"3536146643100336","authorIdStr":"3536146643100336"},"content":"轻松被轧空拉爆头","text":"轻松被轧空拉爆头","html":"轻松被轧空拉爆头"},{"author":{"id":"3465173876033775","authorId":"3465173876033775","name":"菜田","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"idStr":"3465173876033775","authorIdStr":"3465173876033775"},"content":"买这么多 亏的毛毛雨啦","text":"买这么多 亏的毛毛雨啦","html":"买这么多 亏的毛毛雨啦"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":263684915568960,"gmtCreate":1705411951348,"gmtModify":1705465941276,"author":{"id":"3538194101606247","authorId":"3538194101606247","name":"349f6622","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3538194101606247","authorIdStr":"3538194101606247"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>坚信特斯拉","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>坚信特斯拉","text":"$特斯拉(TSLA)$ 坚信特斯拉","images":[{"img":"https://static.tigerbbs.com/bab34495b2b78e9d877f8e8fcf099554","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/263684915568960","isVote":1,"tweetType":1,"viewCount":7056,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4108555972164230","authorId":"4108555972164230","name":"保护我的小橘白","avatar":"https://static.tigerbbs.com/3af509753aca26181450c343e9c59809","crmLevel":2,"crmLevelSwitch":0,"idStr":"4108555972164230","authorIdStr":"4108555972164230"},"content":"哈哈，比你好点有限‌[喷血] ‌","text":"哈哈，比你好点有限‌[喷血] ‌","html":"哈哈，比你好点有限‌[喷血] ‌"},{"author":{"id":"3489142014287055","authorId":"3489142014287055","name":"sneijder","avatar":"https://static.tigerbbs.com/53e6a3eed91f9db8d7706c3f195bb83c","crmLevel":5,"crmLevelSwitch":0,"idStr":"3489142014287055","authorIdStr":"3489142014287055"},"content":"小两千万了，有钱大佬","text":"小两千万了，有钱大佬","html":"小两千万了，有钱大佬"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":232516954644512,"gmtCreate":1697794593417,"gmtModify":1697794594996,"author":{"id":"3538194101606247","authorId":"3538194101606247","name":"349f6622","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3538194101606247","authorIdStr":"3538194101606247"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>220真是超低点了，过度恐慌了大家，闭着眼睛上车","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>220真是超低点了，过度恐慌了大家，闭着眼睛上车","text":"$特斯拉(TSLA)$ 220真是超低点了，过度恐慌了大家，闭着眼睛上车","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/232516954644512","isVote":1,"tweetType":1,"viewCount":3593,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"203105757513414","authorId":"203105757513414","name":"失落的一年","avatar":"https://static.tigerbbs.com/5b0182308b2e003cea848abd47262326","crmLevel":3,"crmLevelSwitch":1,"idStr":"203105757513414","authorIdStr":"203105757513414"},"content":"大哥先上，我再等等 [可爱]","text":"大哥先上，我再等等 [可爱]","html":"大哥先上，我再等等 [可爱]"},{"author":{"id":"3568758383673719","authorId":"3568758383673719","name":"乖乖虎妞","avatar":"https://static.tigerbbs.com/4c839dc7b56587b2484e36aacff837bc","crmLevel":2,"crmLevelSwitch":1,"idStr":"3568758383673719","authorIdStr":"3568758383673719"},"content":"已上车，从不下车","text":"已上车，从不下车","html":"已上车，从不下车"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}