Huan娱的个人主页 - 老虎社区

Huan娱

Huan娱

只投资朝阳行业的好公司，并长期持有

IP属地：海外

47关注

139粉丝

1主题

0勋章

06-16 21:18

$纳斯达克100指数(NDX)$ 本周会破一下新高、回调或横盘，会不会补上缺口还不好说。33000是第一目标位，需要小幅度震荡上攻！短期不会有大回调，预计37000-40000之间会有一个约15%大幅度回撤！下课$SpaceX(SPCX)$ $苹果(AAPL)$ $微软(MSFT)$ $谷歌(GOOG)$

06-15 19:23

‌$闪迪(SNDK)$ ‌3000起，对应娜娜100指数33000‌$纳指100ETF(QQQ)$ ‌

06-13

$闪迪(SNDK)$ 剧本早就写好了[开心] [财迷]

06-08

$纳斯达克100指数(NDX)$ 上个月初早就预判了！剧本一毛一样，简单调整一下继续发车📈下一站33000🚀 $AST SpaceMobile, Inc.(ASTS)$ $特斯拉(TSLA)$ $Meta Platforms, Inc.(META)$ $微软(MSFT)$

06-06

‌$AST SpaceMobile, Inc.(ASTS)$ ‌到车接人了

05-31

$NEOS Nasdaq 100 High Income ETF(QQQI)$ 美股最大的毛病就是“太容易赚钱”，让人误以为自己牛逼了，其实只是抓住了趋势而已！并没有学到什么东西

05-29

‌$微软(MSFT)$ ‌很明显！微软是六月的带头大哥。娜娜100指数六月还是阳线，第一目标33000

05-28

救不了！出电动脚踏车才可以翻倍

海量财经丨亏了23亿！理想汽车Q1财报出炉 L9能成救命稻草吗？

05-27

‌$美国航空(AAL)$ ‌这种两个月稳稳的50%+收益就是明着送钱给你

05-21

‌$蔚来(NIO)$ ‌昨天就说了，就是这个剧本‌[微笑] ‌‌[微笑] ‌

05-20

‌$蔚来(NIO)$ ‌狗庄连续洗盘，明天借着财报拉涨一波

05-14

兄弟，出来走两步啊，马上30000了！你别装死啊！你不是很喜欢装BI么？！啥也不是

@Huan娱:‌$纳斯达克100指数(NDX)$ ‌啥也不懂可以闭嘴👀还跑我帖子下面找存在感？！滑稽

05-14

‌$蜜雪集团(02097)$ ‌破发是必然的！目标价：60（参考奈雪）

05-14

‌$苹果(AAPL)$ ‌牛而逼之！

05-12

‌$闪迪(SNDK)$ ‌没卖的，继续拿着；想上车的，现在是倒车接人

05-09

$英伟达(NVDA)$ 早说了！可以上车！这波先看230-240

05-07

‌$闪迪(SNDK)$ ‌调整最多2天！下周1800见

05-07

$闪迪(SNDK)$ 众所周知：1500、2000也很快到的

05-05

‌$英特尔(INTC)$ ‌今年200问题不大

05-05

‌$美光科技(MU)$ ‌ 娜娜100不到30000是不会回调的！

去老虎APP查看更多动态

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[财迷]","images":[{"img":"https://static.tigerbbs.com/894278d729271d56c97159561f6918e6","width":"1284","height":"2778"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/574545694766136","isVote":1,"tweetType":1,"viewCount":630,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":572973019824384,"gmtCreate":1780921149765,"gmtModify":1780924042132,"author":{"id":"3561649565466203","authorId":"3561649565466203","name":"Huan娱","avatar":"https://static.tigerbbs.com/f1f0e6d86680b202c05ed56a4c11e9bb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561649565466203","authorIdStr":"3561649565466203"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$</a> 上个月初早就预判了！剧本一毛一样，简单调整一下继续发车📈下一站33000🚀 <a href=\"https://laohu8.com/S/ASTS\">$AST SpaceMobile, Inc.(ASTS)$&nbsp;</a>&nbsp;<a 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$微软(MSFT)$","images":[{"img":"https://static.tigerbbs.com/d0a98f6dc6c7367649c0e5dc505e4911","width":"1284","height":"1609"},{"img":"https://static.tigerbbs.com/2692806050f8f6f2bf19bec84b85f540","width":"1284","height":"684"},{"img":"https://static.tigerbbs.com/d8016a76c6ae8f9aede42a29a0eb1231","width":"1284","height":"637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/572973019824384","isVote":1,"tweetType":1,"viewCount":5881,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},{"id":572028083927432,"gmtCreate":1780677693979,"gmtModify":1780679189893,"author":{"id":"3561649565466203","authorId":"3561649565466203","name":"Huan娱","avatar":"https://static.tigerbbs.com/f1f0e6d86680b202c05ed56a4c11e9bb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561649565466203","authorIdStr":"3561649565466203"},"themes":[],"title":"","htmlText":"‌<a 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美股最大的毛病就是“太容易赚钱”，让人误以为自己牛逼了，其实只是抓住了趋势而已！并没有学到什么东西","listText":"<a href=\"https://laohu8.com/S/QQQI\">$NEOS Nasdaq 100 High Income ETF(QQQI)$</a>&nbsp; 美股最大的毛病就是“太容易赚钱”，让人误以为自己牛逼了，其实只是抓住了趋势而已！并没有学到什么东西","text":"$NEOS Nasdaq 100 High Income ETF(QQQI)$ 美股最大的毛病就是“太容易赚钱”，让人误以为自己牛逼了，其实只是抓住了趋势而已！并没有学到什么东西","images":[{"img":"https://static.tigerbbs.com/5bb9b101788368828fcc76296305f456","width":"1284","height":"808"},{"img":"https://static.tigerbbs.com/ed296ff0cb22b6361284bfbdca826f3f","width":"1284","height":"997"},{"img":"https://static.tigerbbs.com/509f34d5d94407e3eb638bbbfc41c788","width":"1284","height":"920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/570292449940256","isVote":1,"tweetType":1,"viewCount":1033,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},{"id":569604419314048,"gmtCreate":1780067784368,"gmtModify":1780070568904,"author":{"id":"3561649565466203","authorId":"3561649565466203","name":"Huan娱","avatar":"https://static.tigerbbs.com/f1f0e6d86680b202c05ed56a4c11e9bb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561649565466203","authorIdStr":"3561649565466203"},"themes":[],"title":"","htmlText":"‌<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ &nbsp;</a>‌很明显！微软是六月的带头大哥。娜娜100指数六月还是阳线，第一目标33000","listText":"‌<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ &nbsp;</a>‌很明显！微软是六月的带头大哥。娜娜100指数六月还是阳线，第一目标33000","text":"‌$微软(MSFT)$ ‌很明显！微软是六月的带头大哥。娜娜100指数六月还是阳线，第一目标33000","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/569604419314048","isVote":1,"tweetType":1,"viewCount":1058,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":569260569756296,"gmtCreate":1779983839247,"gmtModify":1779990200273,"author":{"id":"3561649565466203","authorId":"3561649565466203","name":"Huan娱","avatar":"https://static.tigerbbs.com/f1f0e6d86680b202c05ed56a4c11e9bb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561649565466203","authorIdStr":"3561649565466203"},"themes":[],"title":"","htmlText":"救不了！出电动脚踏车才可以翻倍","listText":"救不了！出电动脚踏车才可以翻倍","text":"救不了！出电动脚踏车才可以翻倍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/569260569756296","repostId":"2638669671","repostType":2,"repost":{"id":"2638669671","kind":"news","pubTimestamp":1779974580,"share":"https://www.laohu8.com/m/news/2638669671?lang=zh_CN&edition=full","pubTime":"2026-05-28 21:23","market":"us","language":"zh","title":"海量财经丨亏了23亿！理想汽车Q1财报出炉 L9能成救命稻草吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=2638669671","media":"海报新闻","summary":"5月28日下午，理想汽车公布了第一季度未经审计财务业绩。数据显示，尽管公司在本季度实现9.5万辆的交付量，但受产品换代周期及原材料价格波动影响，其营收、毛利率及净利润等核心财务指标同比及环比均出现明显下滑。","content":"<html><body><div>\n<p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=105.LI&amp;imageType=k&amp;token=28dfeb41d35cc81d84b4664d7c23c49f&amp;at=1\" width=\"578\"/></p><p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=116.02015&amp;imageType=k&amp;token=28dfeb41d35cc81d84b4664d7c23c49f&amp;at=1\" width=\"578\"/></p><p>　　5月28日下午，<span><a href=\"https://laohu8.com/S/LI\">理想汽车</a></span><span></span>公布了第一季度未经审计财务业绩。数据显示，尽管公司在本季度实现9.5万辆的交付量，但受产品换代周期及原材料价格波动影响，其营收、毛利率及净利润等核心财务指标同比及环比均出现明显下滑。</p> <center><img src=\"https://np-newspic.dfcfw.com/download/D25279746456903728833_w692h370.jpg\"/></center><p><span href=\"http://quote.eastmoney.com/unify/r/105.LI\" target=\"_blank\" web=\"1\"><a href=\"https://laohu8.com/S/02015\">理想汽车</a></span>一季度主要财务业绩</p><p>　　<strong>规模效应未能抵消价格压力</strong></p><p>　　<strong>毛利与净利双双下降</strong></p><p>　　一季度，<span href=\"http://quote.eastmoney.com/unify/r/105.LI\" target=\"_blank\" web=\"1\">理想汽车</span>的总收入为230亿元，较去年同期的259亿元下降11.4%，较上一季度的288亿元下降20.1%。下滑主要归因于季节性因素（春节假期）导致的交付量减少，以及产品组合变化带来的平均售价降低。</p><p>　　在交付表现方面，本季度理想<span>汽车</span><span></span>共交付<span href=\"http://quote.eastmoney.com/unify/r/90.BK1211\" target=\"_blank\" web=\"1\">汽车</span>95142辆，较去年同期的92864辆增长2.5%，但相较于2025年第四季度的109194辆，交付量呈现环比下降趋势。值得一提的是，公司目前在全国160个城市拥有517家零售中心，并已投入运营4057座理想超充站。</p><p>　　本季度最引人注目的是，理想<span href=\"http://quote.eastmoney.com/unify/r/90.BK1211\" target=\"_blank\" web=\"1\">汽车</span>盈利能力的下降。车辆毛利率从去年同期的19.8%下跌至6.1%，导致整体毛利率由20.5%降至7.9%。受此影响，公司毛利为18亿元，同比大幅减少66.0%。</p><p>　　在净利润方面，理想汽车由盈转亏，一季度净亏损高达23亿元，而去年同期及上一季度均为盈利状态，分别为净利润6.47亿元和0.20亿元。</p><p>　　<strong>现金储备依然充裕</strong></p><p>　　<strong>经营性现金流大幅流出</strong></p><p>　　财务状况方面，理想汽车的现金储备依然充裕，截至季度末现金达943亿元。不过，公司的现金流质量在本季度呈下降趋势，经营活动所用现金净额为61亿元，而去年同期仅消耗17亿元，上一季度则为流入35亿元。此外，自由现金流同样由正转负，达到负74亿元。</p><p>　　在费用控制上，公司表现出一定的节流成效。营业费用同比下降4.8%至48亿元，其中销售、一般及管理费用下降19.0%至20亿元，主要得益于员工薪酬及市场推广费用的减少。研发费用则增加8.3%，为27亿元。</p><p>　　面对业绩压力，理想汽车管理层将希望寄托于新产品的推出。公司董事长兼首席执行官李想表示，一季度组织与供应链优化已见成效，5 月中旬上市的全新一代理想L9，为占据旗舰SUV市场的标杆地位注入信心。期待在6月底推出全新理想L8，满足更广泛的市场需求。</p><p>　　首席财务官李铁则表示，一季度的毛利率反映了原材料价格波动、产品换代周期等影响。随着交付回升带来的规模效应，以及更新产品组合获得市场认可，公司预计盈利能力将逐步改善。基于对长期增长的信心，公司正在执行10亿美元的股份回购计划。</p><p>（文章来源：海报新闻）</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>海量财经丨亏了23亿！理想汽车Q1财报出炉 L9能成救命稻草吗？</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; 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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海量财经丨亏了23亿！理想汽车Q1财报出炉 L9能成救命稻草吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-28 21:23 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.eastmoney.com/a/202605283753026813.html><strong>海报新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5月28日下午，理想汽车公布了第一季度未经审计财务业绩。数据显示，尽管公司在本季度实现9.5万辆的交付量，但受产品换代周期及原材料价格波动影响，其营收、毛利率及净利润等核心财务指标同比及环比均出现明显下滑。 理想汽车一季度主要财务业绩　　规模效应未能抵消价格压力　　毛利与净利双双下降　　一季度，理想汽车的总收入为230亿元，较去年同期的259亿元下降11.4%，较上一季度的288亿元下降20.1%...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202605283753026813.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":{"BK4503":"景林资产持仓","BK4585":"ETF&股票定投概念","BK4555":"新能源车","02015":"理想汽车-W","BK4551":"寇图资本持仓","LI":"理想汽车","BK4099":"汽车制造商","BK4588":"碎股","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4526":"热门中概股","BK4563":"昨日强势股","BK4548":"巴美列捷福持仓"},"source_url":"http://finance.eastmoney.com/a/202605283753026813.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2638669671","content_text":"5月28日下午，理想汽车公布了第一季度未经审计财务业绩。数据显示，尽管公司在本季度实现9.5万辆的交付量，但受产品换代周期及原材料价格波动影响，其营收、毛利率及净利润等核心财务指标同比及环比均出现明显下滑。 理想汽车一季度主要财务业绩　　规模效应未能抵消价格压力　　毛利与净利双双下降　　一季度，理想汽车的总收入为230亿元，较去年同期的259亿元下降11.4%，较上一季度的288亿元下降20.1%。下滑主要归因于季节性因素（春节假期）导致的交付量减少，以及产品组合变化带来的平均售价降低。　　在交付表现方面，本季度理想汽车共交付汽车95142辆，较去年同期的92864辆增长2.5%，但相较于2025年第四季度的109194辆，交付量呈现环比下降趋势。值得一提的是，公司目前在全国160个城市拥有517家零售中心，并已投入运营4057座理想超充站。　　本季度最引人注目的是，理想汽车盈利能力的下降。车辆毛利率从去年同期的19.8%下跌至6.1%，导致整体毛利率由20.5%降至7.9%。受此影响，公司毛利为18亿元，同比大幅减少66.0%。　　在净利润方面，理想汽车由盈转亏，一季度净亏损高达23亿元，而去年同期及上一季度均为盈利状态，分别为净利润6.47亿元和0.20亿元。　　现金储备依然充裕　　经营性现金流大幅流出　　财务状况方面，理想汽车的现金储备依然充裕，截至季度末现金达943亿元。不过，公司的现金流质量在本季度呈下降趋势，经营活动所用现金净额为61亿元，而去年同期仅消耗17亿元，上一季度则为流入35亿元。此外，自由现金流同样由正转负，达到负74亿元。　　在费用控制上，公司表现出一定的节流成效。营业费用同比下降4.8%至48亿元，其中销售、一般及管理费用下降19.0%至20亿元，主要得益于员工薪酬及市场推广费用的减少。研发费用则增加8.3%，为27亿元。　　面对业绩压力，理想汽车管理层将希望寄托于新产品的推出。公司董事长兼首席执行官李想表示，一季度组织与供应链优化已见成效，5 月中旬上市的全新一代理想L9，为占据旗舰SUV市场的标杆地位注入信心。期待在6月底推出全新理想L8，满足更广泛的市场需求。　　首席财务官李铁则表示，一季度的毛利率反映了原材料价格波动、产品换代周期等影响。随着交付回升带来的规模效应，以及更新产品组合获得市场认可，公司预计盈利能力将逐步改善。基于对长期增长的信心，公司正在执行10亿美元的股份回购计划。（文章来源：海报新闻）","news_type":1,"symbols_score_info":{"02015":1.98,"EVS.SI":0.6,"LI":1.98}},"isVote":1,"tweetType":1,"viewCount":398,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":568876994535752,"gmtCreate":1779890277198,"gmtModify":1779890502261,"author":{"id":"3561649565466203","authorId":"3561649565466203","name":"Huan娱","avatar":"https://static.tigerbbs.com/f1f0e6d86680b202c05ed56a4c11e9bb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561649565466203","authorIdStr":"3561649565466203"},"themes":[],"title":"","htmlText":"‌<a href=\"https://laohu8.com/S/AAL\">$美国航空(AAL)$ &nbsp;</a>‌这种两个月稳稳的50%+收益就是明着送钱给你","listText":"‌<a href=\"https://laohu8.com/S/AAL\">$美国航空(AAL)$ &nbsp;</a>‌这种两个月稳稳的50%+收益就是明着送钱给你","text":"‌$美国航空(AAL)$ ‌这种两个月稳稳的50%+收益就是明着送钱给你","images":[{"img":"https://static.tigerbbs.com/8bc91e42e5e56ccc0a5c4851594724e9"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/568876994535752","isVote":1,"tweetType":1,"viewCount":1019,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":566613784942768,"gmtCreate":1779367837331,"gmtModify":1779367849607,"author":{"id":"3561649565466203","authorId":"3561649565466203","name":"Huan娱","avatar":"https://static.tigerbbs.com/f1f0e6d86680b202c05ed56a4c11e9bb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561649565466203","authorIdStr":"3561649565466203"},"themes":[],"title":"","htmlText":"‌<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ &nbsp;</a>‌昨天就说了，就是这个剧本‌<a href=\"\">[微笑]&nbsp;</a>‌‌<a href=\"\">[微笑]&nbsp;</a>‌","listText":"‌<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ &nbsp;</a>‌昨天就说了，就是这个剧本‌<a href=\"\">[微笑]&nbsp;</a>‌‌<a href=\"\">[微笑]&nbsp;</a>‌","text":"‌$蔚来(NIO)$ ‌昨天就说了，就是这个剧本‌[微笑] ‌‌[微笑] 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