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查尔其斤

查尔其斤

Robin Hood

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2021-04-28

这篇文章不错，转发给大家看看

抱歉，原内容已删除

2020-10-21

其实在降价问题上批评特斯拉有点过了，Elon Musk 在多年前的TED访谈节目中就说过，刚出来的特斯拉会贵一点，等规模大了之后就会降价

特斯拉VS蔚来、理想、小鹏：“渣男”与“备胎”的战役

2020-07-15

都靠谱

押注美国经济重启，迪士尼和星巴克哪家更靠谱？

2020-07-07

国内洪涝灾害如此严重，股市却狂飙突进，是否又是对韭菜的诱惑？还是因为IMF预测今年主要经济体只有中国的GDP会是正增长？加上各国央行的QE给市场注入流动性，导致资产价格上涨？

2020-06-29

今天恒指大跌，是对香港政府称“自治法案”对港金融机构不具法律效力的反应吗？

2020-04-11

形势严峻呀

2020-03-22

如果疫情能在短期内被延缓，之后又间歇性爆发，持续两年，如同帝国理工大学的专家预测的那样，股市会如何发展？

2020-03-07

如果新冠病毒🦠成为流感一样的常见病，人类该怎么办。

2019-09-14

指控美国联邦上诉法院周五再次提起诉讼，声称美国总统唐纳德·特朗普违反了美国宪法，从光顾其酒店和餐馆的国内外官员那里获利，这增加了对特朗普腐败问题的指控。2、德国央行行长：欧洲央行最新的刺激方案过火了德国央行行长Jens Weidmann对《图片报》表示，考虑到目前的经济形势，欧洲央行最新的货币刺激方案过火了。“从我的角度来看，

2019-09-10

2019年9月10日，是中国的教师节，同时也是马云55岁的生日。在这一天，马云将会交出中国最大电商平台的权杖——正式卸任阿里巴巴集团董事局主席。远离阿里巴巴的权力中心后，马云并不会去过天天太极拳的闲云野鹤日子，用他的话说，自己还年轻，没折腾够呢。爱折腾是马云的做事风格，毫不夸张地说，阿里巴巴能从20年前的微若尘埃，成长为市值超过4600亿美元的商业巨兽，既离不开中国经济崛起的供养，也和他带领团队不断折腾、不怕折腾有关。$阿里巴巴(BABA)$

2019-09-09

马云退休后发挥怎样的作用？

2019-09-08

贸易战又有新转机了？

2019-09-01

上帝啊，不要让香港被毁掉

2019-08-31

好市多，你到杭州也开一家吧

2019-08-30

现在看来刘大人是打了电话的，这几天的股市表现就是证明

2019-08-29

好市多在上海火爆说明了什么？中国还不富有$好市多(COST)$

2019-08-28

昨天美股走势说明贸易战影响明显

2019-08-25

川普去法国参加G7峰会了，会不会联合盟友对付中国

2019-08-24

川建国发一条推，股市就暴跌或暴跌

2019-08-22

Tyson food之所以从去年底的低点飙涨，得益于中国加大从美国的猪肉进口，因为非洲猪瘟在中国暴发，近期大涨又是中国加大了进口力度

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3在短时间内频繁进行“官降”，致使老车主利益受到严重损失时，有人曾在微博对前者做出了这样的评价：<b>当下的特斯拉就像一位渣男，迷人、危险、不负责任，但是依然令人又爱又恨；而中国部分新势力造车以及传统新能源车企，相比特斯拉就像一位备胎，对你无条件的好，默默等待那些被前者伤害过的人</b>。</p><p>从感性考虑，必须承认如此比喻有那么几分道理，特斯拉目前给予我们的形象好似就是如此。甚至有时，由于在智能化、电子架构、自动驾驶、操控体验上，Model 3给予人们的映像过于深刻，可以让他们爱得死去活来，甚至令一众车主暂时忘却了它在产品质量、售后服务等方面的种种缺陷。</p><p>反观亦如<a href=\"https://laohu8.com/S/002594\">比亚迪</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>，却在重金投入产品研发、服务体系构建，全心全意为消费者考虑的溺爱中，仍然遭受些许不公的舆论攻击与指责。<b>好在随着剧情不断发展、潜在用户的渐渐成熟，身处这场渣男与备胎的战役中，后者已经将示人的形象转变为“暖男”。</b></p><p>终端销量层面，也不再是国产Model 3的一家独大，比亚迪汉、蔚来ES6、小鹏P7等一众国产电动车的崛起，迅速形成对于特斯拉的“围剿”。或许是感受到危机的存在，国庆假期首日前者再次选择“官降”应对，而这背后愈发反映出残酷的起跑线之争就此开始。</p><h3>“官降”引发的口诛笔伐</h3><p>记得在特斯拉今年发生自动驾驶芯片“减配”风波时，笔者曾写下“雪崩时，没有一片雪花是无辜的”这般观点。的确，在我们的日常生活之中，往往一些看似无关痛痒的小事经过慢慢堆积，终有一天也会酿成大祸。只是未曾料到，刚刚引发舆论危机不久后，由于再次“官降”，特斯拉将自己的“割韭菜论”发挥到了极致。</p><p>10月1日，特斯拉中国官网突然显示，国产Model 3标准续航升级版补贴后售价从27.155万元调降至24.99万元，而国产 Model 3长续航后轮驱动版售价从34.405万元调降至30.99万元。</p><p>而这距离上一次调价，也仅仅过去不到5个月的时间。当时国产Model 3标准续航升级版补贴前售价由32.38万元降至29.18万元，在成功进入“30万元”门槛，享受新能源车补贴后，最终购买价格降至27.155万。</p><p>老实说，从全新车主角度来看，愈发低廉的价格的确带来了更具性价比的产品。但是不禁反问，对于那些刚刚提车不久的老车主呢，这样毫无预兆、甚至略带隐瞒意味的“官降”又算得了什么？</p><p>“我是9月初提的标准续航版Model 3，当时对接销售也并未告知今年是否会再次降价，所以考虑到用车需求，就决定买了，但是十一看到突然降价两万多，深深感觉到自己被欺骗了。”这是发生在我身边一位女性朋友的真实案例。</p><p>与她相同的是，此次特斯拉的突袭式降价没有任何预兆，很多消费者在一月前提车，不料放假第一天就蒙受几万元的损失，心情就此跌至低谷。而这也反映出“渣男”特斯拉的绝情，永远以自身利益与销量为目的，全然不顾现有车主的情绪。</p><p>并且一年内多次“突袭式”降价，致使购买车辆贬值速度超出预期，不仅是对刚提车的消费者的不尊重，也对更多老车主造成了切身利益的伤害。</p><h3>“火急火燎”的起跑线之争</h3><p>看到这里，不禁反问特斯拉进入2020年后，火急火燎地进行多次官降，究竟是出于什么原因？<b>答案或许和马斯克对中国市场的野心勃勃与特斯拉极致的追求速度，妄图给予国内品牌毁灭性打击有关。</b></p><p>凭心而论，自特斯拉进入中国后，无论从自建工厂，还是Model 3下线国产上市，其动作可以用“神速”来形容。回想起上海制造基地落成仪式上，马斯克“尬舞”的样子，再看看中国制造Model 3仓促交付后曝出的各种质量问题，可见其对“速度”的追求胜于一切，甚至可以放弃一些本该重要的东西。</p><p>同样，“神速”的还有特斯拉降价的速度。从去年至今，国产Model 3终端销量实现了质的提升，其价格也在今年经历三连降。尽管冒着老车主大面积维权，甚至拿着“韭菜”亲自进店声讨的地步，但仍未浇灭特斯拉“滑梯式降价”的决心。</p><p>那么特斯拉为什么如此看重“速度”？是马斯克想要赶在中国补贴政策彻底退坡之前尽可能多卖车吗？相比于特斯拉对于中国市场的野望，显然不是主要目的。况且2020年的补贴数额，对于30万元级别车型的购买决策，影响已是日渐式微。</p><p>真正让特斯拉不顾口碑崩塌风险，火急火燎地推出Model 3并一再降价的重要原因，或是其想要抓住中国新能源车市场“起跑混战”的短暂机遇，<b>利用消费者对特斯拉品牌的厚爱、对智能汽车的崇拜，迅速扩大在中国电动车市场的占有率，将那些未来有可能在全球市场和特斯拉竞争的潜在对手“绊倒”在起跑线上。</b></p><p>用暗黑一些的角度来看，也可称作“扼杀在摇篮之中”。相比之下，背负一时“割韭菜”的骂名实在算不了什么。这就好比是一场没有太多游戏规则的滑冰比赛刚刚起步，特斯拉带着先行起跑的动能突然切入了中国电动车选手的赛道，并大动干戈，要将一些还未准备好的参赛选手推出赛道一样。虽然略显粗鲁，但是行之有效。</p><h3>压力倍增与日渐崛起</h3><p>不吹不黑，当今年1月7日国产Model 3正式交付用户之时，行业中对于中国品牌即将遭受毁灭性打击的言论一时四起。但是转换角度考虑，特斯拉所带来的“鲶鱼效应”实实在在地倒逼出了一个更好、更加良性健康的中国新能源市场。</p><p>同时，特斯拉作为一家精打细算的上市公司，不管是前期的高定价，还是后期的大降价，背后都是最简单的商业逻辑：股东利益最大化。通俗而言，如果中国市场没有出现足够让特斯拉忌惮的产品，特斯拉也犯不着频繁降价。每当危机袭来，用自身最大“长板”进行自保成为了最佳方式。</p><p>在此过程中，特斯拉的确向我们展现了它依托于极致成本管控下的进攻性，但是选择应战的中国品牌并非一碰就碎。加之就目前市场中Model 3的主要竞品来看，刺激该车型降价的两个先决前提条件已然形成。</p><p>其一，国产Model 3已形成月产销过万的规模，随着零部件国产化率提升，单车成本继续下降，从而触发降价机制；其二，<b>同级别细分市场出现了价格更加有竞争力的比亚迪汉EV与小鹏P7，足以引起特斯拉的重视。</b></p><p>以其中的汉EV为例，在产品力与性价比完全不落下风的前提下。据悉，该车型今年4月开始收集顾客订单，7月中旬正式上市。而在今年5月，也就是在特斯拉Model 3“五一”官降价后不久，比亚迪官方公布的汉车型订单数已达到1.5万，到7月正式上市前，比亚迪官方透露的订单数量已经积累到3万个。</p><p>而大量订单的积累，导致汉车型正式上市后，市场出现了较严重的等待交付问题。为此，比亚迪还紧急出台了汉车型订单客户的积分补偿方案。另一方面，比亚迪正在全力解决交付问题。从已知的数据来看，汉车型上市首月批量交付1,200辆，第二个月批量交付4,000辆，其中60%是汉EV车型。刚刚过去的9月，汉车型批量交付已超过5,600辆，其中汉EV占比达到3,600辆。</p><p>由此看来，终端市场的异常火爆，对于特斯拉而言，此时如果不祭出降价大旗，待比亚迪解决了汉系列车型现存的交付问题，年底汉EV预计还将对国产Model 3造成巨大冲击。</p><h3>技术路线被“逼”暗变？</h3><p>仔细观察不难发现，面对日渐增大的终端压力，特斯拉除了降价应对外，在承担主要销量的国产Model 3身上，还做出了另一个重要的“新动作”：借助此次降价，其标准续航升级版车型续航里程从原来的445公里升级到468公里。根据工信部资料，续航里程468公里的Model 3换装了磷酸铁锂电池，此前Model 3全系车型则采用三元锂电池。</p><p>此举背后，是否也暗示着身处中国市场的特斯拉，技术路线正在被逼暗变？众所周知，近来频繁发生的电动车自燃事故，再次让消费者开始关心起动力电池的安全性问题。而此前，特斯拉一直采用的三元锂电池路线，旗下车型出现过多起电池自燃甚至爆燃事故。</p><p>背后反映出的则是三元锂电池热稳定性差，因撞击或故障在发生短路后，温度迅速升高进而出现起火爆炸的缺陷。对比之下，比亚迪一直以来则坚持磷酸铁锂电池路线，因为其热稳定性要明显强于三元锂电池，从而能够获得更牢固的安全性，为用户提供保障。</p><p>早期，比亚迪旗下电动车型普遍采用方形外壳的磷酸铁锂电池。而不久之前，比亚迪更是推出了制造工艺、性能、安全性更加优异的刀片电池，不变的是磷酸铁锂仍作为它的正极材料，而热销的汉EV正是搭载了该电池。</p><p>相信许多人都看到过此前社交平台中动力电池“针刺实验”的对比视频，相较于三元锂电池的一扎就爆，磷酸铁锂方型电池则被刺穿后喷烟、起火，更为先进的刀片电池刺穿后现象仅为冒烟，表面温度只有几十度而已，尚处可接受范围，从而再次佐证后者的稳定与安全。</p><p><b>因此，上述种种迹象足以表明，特斯拉国产Model 3换装磷酸铁锂电池，除了出于成本层面的考虑外，安全性已然变成其同样注重的板块。</b>即便这样作为“后来者”，通过对比不难看出，全新国产Model 3官降至24.99万元，续航升级到468km，但在续航能力、车内空间、终端价格方面，仍不及汉EV超长续航版豪华型。</p><p>而这背后或将再次印证，随着中国品牌电动车产品竞争力的日趋增强，这种“特斯拉式降价”也许还会继续上演。群雄争霸、愈发多元化下，最终造福的还是我们这些潜在的新能源消费者。</p>","source":"lsy1586587355866","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\" 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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VS蔚来、理想、小鹏：“渣男”与“备胎”的战役\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-10-21 11:29 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.iyiou.com/p/134441.html><strong>汽车公社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>多月之前，当特斯拉国产Model 3在短时间内频繁进行“官降”，致使老车主利益受到严重损失时，有人曾在微博对前者做出了这样的评价：当下的特斯拉就像一位渣男，迷人、危险、不负责任，但是依然令人又爱又恨；而中国部分新势力造车以及传统新能源车企，相比特斯拉就像一位备胎，对你无条件的好，默默等待那些被前者伤害过的人。从感性考虑，必须承认如此比喻有那么几分道理，特斯拉目前给予我们的形象好似就是如此。甚至有时...</p>\n\n<a href=\"https://www.iyiou.com/p/134441.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/85a1b2d8cf0f341441d33141804889b2","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.iyiou.com/p/134441.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2077530921","content_text":"多月之前，当特斯拉国产Model 3在短时间内频繁进行“官降”，致使老车主利益受到严重损失时，有人曾在微博对前者做出了这样的评价：当下的特斯拉就像一位渣男，迷人、危险、不负责任，但是依然令人又爱又恨；而中国部分新势力造车以及传统新能源车企，相比特斯拉就像一位备胎，对你无条件的好，默默等待那些被前者伤害过的人。从感性考虑，必须承认如此比喻有那么几分道理，特斯拉目前给予我们的形象好似就是如此。甚至有时，由于在智能化、电子架构、自动驾驶、操控体验上，Model 3给予人们的映像过于深刻，可以让他们爱得死去活来，甚至令一众车主暂时忘却了它在产品质量、售后服务等方面的种种缺陷。反观亦如比亚迪、蔚来，却在重金投入产品研发、服务体系构建，全心全意为消费者考虑的溺爱中，仍然遭受些许不公的舆论攻击与指责。好在随着剧情不断发展、潜在用户的渐渐成熟，身处这场渣男与备胎的战役中，后者已经将示人的形象转变为“暖男”。终端销量层面，也不再是国产Model 3的一家独大，比亚迪汉、蔚来ES6、小鹏P7等一众国产电动车的崛起，迅速形成对于特斯拉的“围剿”。或许是感受到危机的存在，国庆假期首日前者再次选择“官降”应对，而这背后愈发反映出残酷的起跑线之争就此开始。“官降”引发的口诛笔伐记得在特斯拉今年发生自动驾驶芯片“减配”风波时，笔者曾写下“雪崩时，没有一片雪花是无辜的”这般观点。的确，在我们的日常生活之中，往往一些看似无关痛痒的小事经过慢慢堆积，终有一天也会酿成大祸。只是未曾料到，刚刚引发舆论危机不久后，由于再次“官降”，特斯拉将自己的“割韭菜论”发挥到了极致。10月1日，特斯拉中国官网突然显示，国产Model 3标准续航升级版补贴后售价从27.155万元调降至24.99万元，而国产 Model 3长续航后轮驱动版售价从34.405万元调降至30.99万元。而这距离上一次调价，也仅仅过去不到5个月的时间。当时国产Model 3标准续航升级版补贴前售价由32.38万元降至29.18万元，在成功进入“30万元”门槛，享受新能源车补贴后，最终购买价格降至27.155万。老实说，从全新车主角度来看，愈发低廉的价格的确带来了更具性价比的产品。但是不禁反问，对于那些刚刚提车不久的老车主呢，这样毫无预兆、甚至略带隐瞒意味的“官降”又算得了什么？“我是9月初提的标准续航版Model 3，当时对接销售也并未告知今年是否会再次降价，所以考虑到用车需求，就决定买了，但是十一看到突然降价两万多，深深感觉到自己被欺骗了。”这是发生在我身边一位女性朋友的真实案例。与她相同的是，此次特斯拉的突袭式降价没有任何预兆，很多消费者在一月前提车，不料放假第一天就蒙受几万元的损失，心情就此跌至低谷。而这也反映出“渣男”特斯拉的绝情，永远以自身利益与销量为目的，全然不顾现有车主的情绪。并且一年内多次“突袭式”降价，致使购买车辆贬值速度超出预期，不仅是对刚提车的消费者的不尊重，也对更多老车主造成了切身利益的伤害。“火急火燎”的起跑线之争看到这里，不禁反问特斯拉进入2020年后，火急火燎地进行多次官降，究竟是出于什么原因？答案或许和马斯克对中国市场的野心勃勃与特斯拉极致的追求速度，妄图给予国内品牌毁灭性打击有关。凭心而论，自特斯拉进入中国后，无论从自建工厂，还是Model 3下线国产上市，其动作可以用“神速”来形容。回想起上海制造基地落成仪式上，马斯克“尬舞”的样子，再看看中国制造Model 3仓促交付后曝出的各种质量问题，可见其对“速度”的追求胜于一切，甚至可以放弃一些本该重要的东西。同样，“神速”的还有特斯拉降价的速度。从去年至今，国产Model 3终端销量实现了质的提升，其价格也在今年经历三连降。尽管冒着老车主大面积维权，甚至拿着“韭菜”亲自进店声讨的地步，但仍未浇灭特斯拉“滑梯式降价”的决心。那么特斯拉为什么如此看重“速度”？是马斯克想要赶在中国补贴政策彻底退坡之前尽可能多卖车吗？相比于特斯拉对于中国市场的野望，显然不是主要目的。况且2020年的补贴数额，对于30万元级别车型的购买决策，影响已是日渐式微。真正让特斯拉不顾口碑崩塌风险，火急火燎地推出Model 3并一再降价的重要原因，或是其想要抓住中国新能源车市场“起跑混战”的短暂机遇，利用消费者对特斯拉品牌的厚爱、对智能汽车的崇拜，迅速扩大在中国电动车市场的占有率，将那些未来有可能在全球市场和特斯拉竞争的潜在对手“绊倒”在起跑线上。用暗黑一些的角度来看，也可称作“扼杀在摇篮之中”。相比之下，背负一时“割韭菜”的骂名实在算不了什么。这就好比是一场没有太多游戏规则的滑冰比赛刚刚起步，特斯拉带着先行起跑的动能突然切入了中国电动车选手的赛道，并大动干戈，要将一些还未准备好的参赛选手推出赛道一样。虽然略显粗鲁，但是行之有效。压力倍增与日渐崛起不吹不黑，当今年1月7日国产Model 3正式交付用户之时，行业中对于中国品牌即将遭受毁灭性打击的言论一时四起。但是转换角度考虑，特斯拉所带来的“鲶鱼效应”实实在在地倒逼出了一个更好、更加良性健康的中国新能源市场。同时，特斯拉作为一家精打细算的上市公司，不管是前期的高定价，还是后期的大降价，背后都是最简单的商业逻辑：股东利益最大化。通俗而言，如果中国市场没有出现足够让特斯拉忌惮的产品，特斯拉也犯不着频繁降价。每当危机袭来，用自身最大“长板”进行自保成为了最佳方式。在此过程中，特斯拉的确向我们展现了它依托于极致成本管控下的进攻性，但是选择应战的中国品牌并非一碰就碎。加之就目前市场中Model 3的主要竞品来看，刺激该车型降价的两个先决前提条件已然形成。其一，国产Model 3已形成月产销过万的规模，随着零部件国产化率提升，单车成本继续下降，从而触发降价机制；其二，同级别细分市场出现了价格更加有竞争力的比亚迪汉EV与小鹏P7，足以引起特斯拉的重视。以其中的汉EV为例，在产品力与性价比完全不落下风的前提下。据悉，该车型今年4月开始收集顾客订单，7月中旬正式上市。而在今年5月，也就是在特斯拉Model 3“五一”官降价后不久，比亚迪官方公布的汉车型订单数已达到1.5万，到7月正式上市前，比亚迪官方透露的订单数量已经积累到3万个。而大量订单的积累，导致汉车型正式上市后，市场出现了较严重的等待交付问题。为此，比亚迪还紧急出台了汉车型订单客户的积分补偿方案。另一方面，比亚迪正在全力解决交付问题。从已知的数据来看，汉车型上市首月批量交付1,200辆，第二个月批量交付4,000辆，其中60%是汉EV车型。刚刚过去的9月，汉车型批量交付已超过5,600辆，其中汉EV占比达到3,600辆。由此看来，终端市场的异常火爆，对于特斯拉而言，此时如果不祭出降价大旗，待比亚迪解决了汉系列车型现存的交付问题，年底汉EV预计还将对国产Model 3造成巨大冲击。技术路线被“逼”暗变？仔细观察不难发现，面对日渐增大的终端压力，特斯拉除了降价应对外，在承担主要销量的国产Model 3身上，还做出了另一个重要的“新动作”：借助此次降价，其标准续航升级版车型续航里程从原来的445公里升级到468公里。根据工信部资料，续航里程468公里的Model 3换装了磷酸铁锂电池，此前Model 3全系车型则采用三元锂电池。此举背后，是否也暗示着身处中国市场的特斯拉，技术路线正在被逼暗变？众所周知，近来频繁发生的电动车自燃事故，再次让消费者开始关心起动力电池的安全性问题。而此前，特斯拉一直采用的三元锂电池路线，旗下车型出现过多起电池自燃甚至爆燃事故。背后反映出的则是三元锂电池热稳定性差，因撞击或故障在发生短路后，温度迅速升高进而出现起火爆炸的缺陷。对比之下，比亚迪一直以来则坚持磷酸铁锂电池路线，因为其热稳定性要明显强于三元锂电池，从而能够获得更牢固的安全性，为用户提供保障。早期，比亚迪旗下电动车型普遍采用方形外壳的磷酸铁锂电池。而不久之前，比亚迪更是推出了制造工艺、性能、安全性更加优异的刀片电池，不变的是磷酸铁锂仍作为它的正极材料，而热销的汉EV正是搭载了该电池。相信许多人都看到过此前社交平台中动力电池“针刺实验”的对比视频，相较于三元锂电池的一扎就爆，磷酸铁锂方型电池则被刺穿后喷烟、起火，更为先进的刀片电池刺穿后现象仅为冒烟，表面温度只有几十度而已，尚处可接受范围，从而再次佐证后者的稳定与安全。因此，上述种种迹象足以表明，特斯拉国产Model 3换装磷酸铁锂电池，除了出于成本层面的考虑外，安全性已然变成其同样注重的板块。即便这样作为“后来者”，通过对比不难看出，全新国产Model 3官降至24.99万元，续航升级到468km，但在续航能力、车内空间、终端价格方面，仍不及汉EV超长续航版豪华型。而这背后或将再次印证，随着中国品牌电动车产品竞争力的日趋增强，这种“特斯拉式降价”也许还会继续上演。群雄争霸、愈发多元化下，最终造福的还是我们这些潜在的新能源消费者。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1908,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":941362012,"gmtCreate":1594805197936,"gmtModify":1704206893949,"author":{"id":"189829761608277","authorId":"189829761608277","name":"查尔其斤","avatar":"https://static.laohu8.com/3237cf11ca6644fcb95db77714c2ffeb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"189829761608277","idStr":"189829761608277"},"themes":[],"htmlText":"都靠谱","listText":"都靠谱","text":"都靠谱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/941362012","repostId":"2051732404","repostType":2,"repost":{"id":"2051732404","kind":"news","pubTimestamp":1594782720,"share":"https://www.laohu8.com/m/news/2051732404?lang=&edition=full","pubTime":"2020-07-15 11:12","market":"us","language":"zh","title":"押注美国经济重启，迪士尼和星巴克哪家更靠谱？","url":"https://stock-news.laohu8.com/highlight/detail?id=2051732404","media":"英为财情Invest...","summary":"英为财情Investing.com -媒体娱乐巨头迪士尼  (NYSE:DIS)和全球咖啡零售连锁巨头星巴克(NASDAQ:SBUX)都被认为是美国消费主义的最佳代表。然而，正因如此，这两家巨头的业务","content":"<html><body><article><p>英为财情Investing.com -媒体娱乐巨头<a href=\"https://laohu8.com/S/DIS\">迪士尼</a>  (NYSE:DIS)和全球咖啡零售连锁巨头<a href=\"https://laohu8.com/S/SBUX\">星巴克</a>(NASDAQ:SBUX)都被认为是美国消费主义的最佳代表。然而，正因如此，这两家巨头的业务在新冠疫情来势汹汹的2020年都遭到了严峻的打击——人们被迫“社交疏离”，咖啡店和主题公园都被迫歇业。</p><p>然而，随着全球经济的重新开放，眼看着消费者正在逐渐恢复正常生活，重新打开钱包，这两家公司也都受到了密切的关注。</p><p>对于投资者来说，这两只个股都可能会给投资者提供有吸引力的风险回报，尤其是在疫情走向相当大不确定性的情况下，下面我们将进一步为你解读：</p><p>迪士尼：重启步伐加快，“Disney+”被低估？</p><p>迪士尼目前正处于严重的低迷时期，由于新冠疫情的传播，公司的主题公园、度假村、电影院和油轮业务都处于关闭状态，核心业务遭受了严峻打击。</p><p>受到这一前所未有挑战的打击后，迪士尼公布的一季度营收减少了14亿美元，其中仅关闭的主题公园就损失了10亿美元，其余损失则来自别的部门。</p><p>尽管疫情对迪士尼的全球业务造成了毁灭性的打击，但是投资者近期又开始看好迪士尼的股票了，主要是因其“Disney+”流媒体业务和一些娱乐资产的重启都受到了华尔街投资者的看好。</p><p>这家总部位于加州Burbank的公司股价在3月中旬暴跌40%以后，目前已经大幅反弹，周二该股收于118.66美元，盘中交易时段涨2.10%，盘后续涨2.27%。</p><p>毋庸置疑的是，“Disney+”是公司黯淡前景下的一个亮点。在家庭套餐预订激增的推动下，这一业务正在迅速扩张。去年11月推出至今，它已经吸引了超过5600万用户。尽管尚未盈利，但是“Disney+”的强劲增长势头喜人，后市有望成为迪士尼的主要收入来源之一。</p><p><a href=\"https://laohu8.com/S/GS\">高盛</a>分析师Brett Feldman认为，预计迪士尼的主题公园和电影部分将会在疫情后完全恢复，而且投资者低估了“Disney+”的潜力，该服务预计到2025年可能会有多大1.5亿用户。</p><p>上周，迪士尼全球最大的主题乐园在关闭4个月后重启，而且迪士尼乐园业务的主席Josh D’amaro也表示，“当我们重新开放预订系统时，我们看到需求的爆发，而且这一需求变化不仅是在短期内出现，有望延续到2021年。”高盛给予迪士尼“买入”评级，目标价为137美元。</p><p>星巴克：前景仍充满不确定性，快取店推出将加快</p><p>新冠疫情的大流行也改变了美国人购买咖啡饮品和餐厅体验行为方式，这让咖啡连锁运营巨头星巴克的未来也充满了不确定性。</p><p>今年迄今为止，星巴克的股价已经下跌了15%，和很多同行相比，跌幅较小。该股周二收于72.73美元，涨幅0.11%，盘后交易时段上涨1.44%。</p><p>根据公司此前的业绩指引，第二季度预计销售额可能会减少至多32亿美元，同时营业收入减少至多22亿美元。</p><p>包括星巴克在内的食品连锁企业的前景仍然“风雨飘摇”，在后疫情时代，一些消费者可能会永久改变他们的行为，避免光顾餐厅消费。</p><p>尽管如此，星巴克仍旧是一家创新型的公司，其正在快速改变商业模式，以应对大流行病所带来的经济放缓。</p><p>其中，星巴克上个月对投资者表示，公司计划加速推出“快取店”（Pickup Store），该模式由移动端完成订购，店内不设座位。“我们最初计划在3-5年的时间内执行这一战略，但是目前客户的偏好快速变化，迫使我们加快这一概念的进程。”星巴克预计本财年将会在北美开店300家，这个数字是此前预估的50%左右，这包括在未来18个月关闭400家门店，同时“在不同地点开设更多新的、重新定位的门店，并采用创新的门店模式。”</p><p>总 结</p><p>迪士尼和星巴克在短期内恐怕无法很快恢复到此前的收入水平，直到新冠疫苗或者特效药出现。然而，这两家公司都拥有强大的资产负债表和品牌，它们应该能够承受住当前的低迷，并在疫情后得到控制后走出低迷。</p><p>迪士尼和星巴克五年或者更长时间的长线价值投资者或许希望趁当前股价低谷时买入，并长期持有它们的投资组合。</p><p>【本文来自英为财情Investing.com，阅读更多请登录cn.Investing.com或下载英为财情 App】</p><p>推荐阅读</p><p>快乐王国要重启了！迪士尼的股价会随之飙升吗？</p><p>财报前瞻：市场预期星巴克Q2营收同比下降近四成 每股亏损0.6美元</p><p>期权投资者对科技股狂热有增无减，押注<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>三个月内再涨50%</p><p>美国芯片股面临回调风险，所以正好逢低买入这两只芯片ETF？</p><p>（编译：李善文）</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>押注美国经济重启，迪士尼和星巴克哪家更靠谱？</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n押注美国经济重启，迪士尼和星巴克哪家更靠谱？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-07-15 11:12 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202007151201377951e88d&s=b><strong>英为财情Invest...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英为财情Investing.com -媒体娱乐巨头迪士尼  (NYSE:DIS)和全球咖啡零售连锁巨头星巴克(NASDAQ:SBUX)都被认为是美国消费主义的最佳代表。然而，正因如此，这两家巨头的业务在新冠疫情来势汹汹的2020年都遭到了严峻的打击——人们被迫“社交疏离”，咖啡店和主题公园都被迫歇业。然而，随着全球经济的重新开放，眼看着消费者正在逐渐恢复正常生活，重新打开钱包，这两家公司也都受到了...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202007151201377951e88d&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7c1fadd8574a6d09619fa1822daffdc2","relate_stocks":{"SBUX":"星巴克","DIS":"迪士尼"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202007151201377951e88d&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2051732404","content_text":"英为财情Investing.com -媒体娱乐巨头迪士尼  (NYSE:DIS)和全球咖啡零售连锁巨头星巴克(NASDAQ:SBUX)都被认为是美国消费主义的最佳代表。然而，正因如此，这两家巨头的业务在新冠疫情来势汹汹的2020年都遭到了严峻的打击——人们被迫“社交疏离”，咖啡店和主题公园都被迫歇业。然而，随着全球经济的重新开放，眼看着消费者正在逐渐恢复正常生活，重新打开钱包，这两家公司也都受到了密切的关注。对于投资者来说，这两只个股都可能会给投资者提供有吸引力的风险回报，尤其是在疫情走向相当大不确定性的情况下，下面我们将进一步为你解读：迪士尼：重启步伐加快，“Disney+”被低估？迪士尼目前正处于严重的低迷时期，由于新冠疫情的传播，公司的主题公园、度假村、电影院和油轮业务都处于关闭状态，核心业务遭受了严峻打击。受到这一前所未有挑战的打击后，迪士尼公布的一季度营收减少了14亿美元，其中仅关闭的主题公园就损失了10亿美元，其余损失则来自别的部门。尽管疫情对迪士尼的全球业务造成了毁灭性的打击，但是投资者近期又开始看好迪士尼的股票了，主要是因其“Disney+”流媒体业务和一些娱乐资产的重启都受到了华尔街投资者的看好。这家总部位于加州Burbank的公司股价在3月中旬暴跌40%以后，目前已经大幅反弹，周二该股收于118.66美元，盘中交易时段涨2.10%，盘后续涨2.27%。毋庸置疑的是，“Disney+”是公司黯淡前景下的一个亮点。在家庭套餐预订激增的推动下，这一业务正在迅速扩张。去年11月推出至今，它已经吸引了超过5600万用户。尽管尚未盈利，但是“Disney+”的强劲增长势头喜人，后市有望成为迪士尼的主要收入来源之一。高盛分析师Brett Feldman认为，预计迪士尼的主题公园和电影部分将会在疫情后完全恢复，而且投资者低估了“Disney+”的潜力，该服务预计到2025年可能会有多大1.5亿用户。上周，迪士尼全球最大的主题乐园在关闭4个月后重启，而且迪士尼乐园业务的主席Josh D’amaro也表示，“当我们重新开放预订系统时，我们看到需求的爆发，而且这一需求变化不仅是在短期内出现，有望延续到2021年。”高盛给予迪士尼“买入”评级，目标价为137美元。星巴克：前景仍充满不确定性，快取店推出将加快新冠疫情的大流行也改变了美国人购买咖啡饮品和餐厅体验行为方式，这让咖啡连锁运营巨头星巴克的未来也充满了不确定性。今年迄今为止，星巴克的股价已经下跌了15%，和很多同行相比，跌幅较小。该股周二收于72.73美元，涨幅0.11%，盘后交易时段上涨1.44%。根据公司此前的业绩指引，第二季度预计销售额可能会减少至多32亿美元，同时营业收入减少至多22亿美元。包括星巴克在内的食品连锁企业的前景仍然“风雨飘摇”，在后疫情时代，一些消费者可能会永久改变他们的行为，避免光顾餐厅消费。尽管如此，星巴克仍旧是一家创新型的公司，其正在快速改变商业模式，以应对大流行病所带来的经济放缓。其中，星巴克上个月对投资者表示，公司计划加速推出“快取店”（Pickup Store），该模式由移动端完成订购，店内不设座位。“我们最初计划在3-5年的时间内执行这一战略，但是目前客户的偏好快速变化，迫使我们加快这一概念的进程。”星巴克预计本财年将会在北美开店300家，这个数字是此前预估的50%左右，这包括在未来18个月关闭400家门店，同时“在不同地点开设更多新的、重新定位的门店，并采用创新的门店模式。”总 结迪士尼和星巴克在短期内恐怕无法很快恢复到此前的收入水平，直到新冠疫苗或者特效药出现。然而，这两家公司都拥有强大的资产负债表和品牌，它们应该能够承受住当前的低迷，并在疫情后得到控制后走出低迷。迪士尼和星巴克五年或者更长时间的长线价值投资者或许希望趁当前股价低谷时买入，并长期持有它们的投资组合。【本文来自英为财情Investing.com，阅读更多请登录cn.Investing.com或下载英为财情 App】推荐阅读快乐王国要重启了！迪士尼的股价会随之飙升吗？财报前瞻：市场预期星巴克Q2营收同比下降近四成 每股亏损0.6美元期权投资者对科技股狂热有增无减，押注亚马逊三个月内再涨50%美国芯片股面临回调风险，所以正好逢低买入这两只芯片ETF？（编译：李善文）","news_type":1},"isVote":1,"tweetType":1,"viewCount":1503,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":949086581,"gmtCreate":1594096733343,"gmtModify":1704203897367,"author":{"id":"189829761608277","authorId":"189829761608277","name":"查尔其斤","avatar":"https://static.laohu8.com/3237cf11ca6644fcb95db77714c2ffeb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"189829761608277","idStr":"189829761608277"},"themes":[],"htmlText":"国内洪涝灾害如此严重，股市却狂飙突进，是否又是对韭菜的诱惑？还是因为IMF预测今年主要经济体只有中国的GDP会是正增长？加上各国央行的QE给市场注入流动性，导致资产价格上涨？","listText":"国内洪涝灾害如此严重，股市却狂飙突进，是否又是对韭菜的诱惑？还是因为IMF预测今年主要经济体只有中国的GDP会是正增长？加上各国央行的QE给市场注入流动性，导致资产价格上涨？","text":"国内洪涝灾害如此严重，股市却狂飙突进，是否又是对韭菜的诱惑？还是因为IMF预测今年主要经济体只有中国的GDP会是正增长？加上各国央行的QE给市场注入流动性，导致资产价格上涨？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/949086581","isVote":1,"tweetType":1,"viewCount":1571,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":957875537,"gmtCreate":1593405857429,"gmtModify":1704201813484,"author":{"id":"189829761608277","authorId":"189829761608277","name":"查尔其斤","avatar":"https://static.laohu8.com/3237cf11ca6644fcb95db77714c2ffeb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"189829761608277","idStr":"189829761608277"},"themes":[],"htmlText":"今天恒指大跌，是对香港政府称“自治法案”对港金融机构不具法律效力的反应吗？","listText":"今天恒指大跌，是对香港政府称“自治法案”对港金融机构不具法律效力的反应吗？","text":"今天恒指大跌，是对香港政府称“自治法案”对港金融机构不具法律效力的反应吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/957875537","isVote":1,"tweetType":1,"viewCount":1422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":928894235,"gmtCreate":1586595730527,"gmtModify":1704361750019,"author":{"id":"189829761608277","authorId":"189829761608277","name":"查尔其斤","avatar":"https://static.laohu8.com/3237cf11ca6644fcb95db77714c2ffeb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"189829761608277","idStr":"189829761608277"},"themes":[],"htmlText":"形势严峻呀","listText":"形势严峻呀","text":"形势严峻呀","images":[{"img":"https://static.tigerbbs.com/d5d48f4b01ad0898f7f20ee628cb203a","width":"1125","height":"1302"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/928894235","isVote":1,"tweetType":1,"viewCount":1884,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":920337678,"gmtCreate":1584885083094,"gmtModify":1704356089290,"author":{"id":"189829761608277","authorId":"189829761608277","name":"查尔其斤","avatar":"https://static.laohu8.com/3237cf11ca6644fcb95db77714c2ffeb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"189829761608277","idStr":"189829761608277"},"themes":[],"htmlText":"如果疫情能在短期内被延缓，之后又间歇性爆发，持续两年，如同帝国理工大学的专家预测的那样，股市会如何发展？","listText":"如果疫情能在短期内被延缓，之后又间歇性爆发，持续两年，如同帝国理工大学的专家预测的那样，股市会如何发展？","text":"如果疫情能在短期内被延缓，之后又间歇性爆发，持续两年，如同帝国理工大学的专家预测的那样，股市会如何发展？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/920337678","isVote":1,"tweetType":1,"viewCount":1536,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":981321869,"gmtCreate":1583511187651,"gmtModify":1704350174047,"author":{"id":"189829761608277","authorId":"189829761608277","name":"查尔其斤","avatar":"https://static.laohu8.com/3237cf11ca6644fcb95db77714c2ffeb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"189829761608277","idStr":"189829761608277"},"themes":[],"htmlText":"如果新冠病毒🦠成为流感一样的常见病，人类该怎么办。","listText":"如果新冠病毒🦠成为流感一样的常见病，人类该怎么办。","text":"如果新冠病毒🦠成为流感一样的常见病，人类该怎么办。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/981321869","isVote":1,"tweetType":1,"viewCount":1590,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":930423523,"gmtCreate":1568456177362,"gmtModify":1704717891055,"author":{"id":"189829761608277","authorId":"189829761608277","name":"查尔其斤","avatar":"https://static.laohu8.com/3237cf11ca6644fcb95db77714c2ffeb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"189829761608277","idStr":"189829761608277"},"themes":[],"htmlText":"指控美国联邦上诉法院周五再次提起诉讼，声称美国总统唐纳德·特朗普违反了美国宪法，从光顾其酒店和餐馆的国内外官员那里获利，这增加了对特朗普腐败问题的指控。2、德国央行行长：欧洲央行最新的刺激方案过火了德国央行行长Jens 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