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@话题虎：新能源汽车将进入代工化时代？谁会是最大赢家？

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<p>该观点在新能源汽车行业引发了广泛的讨论，因为目前已经有“轻资产”造车的成功典范，比如<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> <a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> ，这似乎是一种趋势。</p> <p>就在昨天，美国的一家汽车设计公司<a href=\"https://laohu8.com/S/FSR\">$Fisker Inc.(FSR)$</a> 菲斯克也公布了其“轻资产”战略：<b>将与</b><b>与富士康(<a href=\"https://laohu8.com/S/601138\">$工业富联(601138)$</a>) 合作开发电动车，于2023年投产上市。</b></p> <p>受此影响，其股价昨日大涨38%：<img src=\"https://static.tigerbbs.com/97eb87a0e7e18289db3a9e04fc1325df\" tg-width=\"840\" tg-height=\"470\">……</p> <p>最后大家聊一聊：</p> <ul> \n <li><span style=\"color:rgba(244,4,4,1);\"><b><b>新能源汽车“轻资产化”是否是未来</b></b></span><span style=\"color:rgba(244,4,4,1);\"><b>&nbsp;的趋势？</b></span></li> \n <li><span style=\"color:rgba(240,2,2,1);\"><b>由此引发的投资机会有哪些？</b></span></li> \n</ul> <p><b>精彩留言用户可获得888社区积分噢！</b></p> <p><a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> </p></body></html>","htmlText":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/d9bfa31c9ad591e078d49b53fefb2b05\" tg-width=\"800\" tg-height=\"438\">外媒报道：</p> <blockquote>\n  新能源汽车行业出现一个趋势，那就是新进入者倾向于将制造汽车这种复杂的资本密集型工作交给代工厂。 <b>人们越来越多地依据汽车软件和电子设备来评判汽车，而非浪费时间和金钱品评金属车身。</b> \n</blockquote> <blockquote>\n  例如，<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 如果真的开始造车，它几乎肯定会将生产外包出去，就像生产iPhone那样。但新能源汽车的核心软件系统、设计、及芯片，苹果会牢牢把握在手中，就像他们的手机一样。 \n</blockquote> <p>该观点在新能源汽车行业引发了广泛的讨论，因为目前已经有“轻资产”造车的成功典范，比如<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> <a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> ，这似乎是一种趋势。</p> <p>就在昨天，美国的一家汽车设计公司<a href=\"https://laohu8.com/S/FSR\">$Fisker Inc.(FSR)$</a> 菲斯克也公布了其“轻资产”战略：<b>将与</b><b>与富士康(<a href=\"https://laohu8.com/S/601138\">$工业富联(601138)$</a>) 合作开发电动车，于2023年投产上市。</b></p> <p>受此影响，其股价昨日大涨38%：<img src=\"https://static.tigerbbs.com/97eb87a0e7e18289db3a9e04fc1325df\" tg-width=\"840\" tg-height=\"470\">……</p> <p>最后大家聊一聊：</p> <ul> \n <li><span style=\"color:rgba(244,4,4,1);\"><b><b>新能源汽车“轻资产化”是否是未来</b></b></span><span style=\"color:rgba(244,4,4,1);\"><b>&nbsp;的趋势？</b></span></li> \n <li><span style=\"color:rgba(240,2,2,1);\"><b>由此引发的投资机会有哪些？</b></span></li> \n</ul> <p><b>精彩留言用户可获得888社区积分噢！</b></p> <p><a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> </p></body></html>","text":"外媒报道： 新能源汽车行业出现一个趋势，那就是新进入者倾向于将制造汽车这种复杂的资本密集型工作交给代工厂。 人们越来越多地依据汽车软件和电子设备来评判汽车，而非浪费时间和金钱品评金属车身。 例如，$苹果(AAPL)$ 如果真的开始造车，它几乎肯定会将生产外包出去，就像生产iPhone那样。但新能源汽车的核心软件系统、设计、及芯片，苹果会牢牢把握在手中，就像他们的手机一样。 该观点在新能源汽车行业引发了广泛的讨论，因为目前已经有“轻资产”造车的成功典范，比如$蔚来(NIO)$ $小鹏汽车(XPEV)$ $理想汽车(LI)$ ，这似乎是一种趋势。 就在昨天，美国的一家汽车设计公司$Fisker Inc.(FSR)$ 菲斯克也公布了其“轻资产”战略：将与与富士康($工业富联(601138)$) 合作开发电动车，于2023年投产上市。 受此影响，其股价昨日大涨38%：…… 最后大家聊一聊： 新能源汽车“轻资产化”是否是未来 的趋势？ 由此引发的投资机会有哪些？ 精彩留言用户可获得888社区积分噢！ 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