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suyll
2016-09-27
$三倍做多黄金矿业指数ETF-Direxion(NUGT)$ 这比股市跌它也跟,黄金跌它也跟,近期做空比较好
suyll
2016-10-04
$三倍做多黄金矿业指数ETF-Direxion(NUGT)$ 黄金涨0.4%,这货绝不会涨10%。进入下跌通道以来,一直是空方主场
suyll
2017-03-21
$三倍做多黄金矿业指数ETF-Direxion(NUGT)$ 我清仓了,不来给黄金加持晦气了,貌似天生和黄金相冲。。祝大家好运
suyll
2021-07-26
新东方主要盈利还是在大学教育上,k12转型本来就争不过别人,前两财年还是巨额亏损,现在k12被砍掉,我觉得对新东方反而可能是利好
抱歉,原内容已删除
suyll
2017-01-27
$三倍做空天然气ETN(VelocityShares)(DGAZ)$ 抱歉了诸位,3.51进了,貌似对价格形成了一定的压制😂
suyll
2017-02-13
$三倍做空天然气ETN(VelocityShares)(DGAZ)$ 早上气价跌6美分,破3美元了。。希望维持到晚上😁
suyll
2016-08-26
$KBS Fashion Group Limited(KBSF)$ 这股有分红派息过么
suyll
2017-02-23
$三倍做空天然气ETN(VelocityShares)(DGAZ)$ 又到了库存前气价例行虚涨的日子
suyll
2017-02-07
盘前天然气反弹得有点多,快5美分了
$三倍做空天然气ETN(VelocityShares)(DGAZ)$ 又是暴跌前的烟幕弹吧😂
盘前天然气反弹得有点多,快5美分了
suyll
2016-09-30
$三倍做多黄金矿业指数ETF-Direxion(NUGT)$ 黄金涨了又跟大盘。。。
suyll
2017-01-06
$三倍做多黄金矿业指数ETF-Direxion(NUGT)$ 我了大草,黄金就没赚过一次,今天开盘又要套了
suyll
2016-10-18
$三倍做空黄金矿业指数ETF-Direxion(DUST)$ 黄金1280时入的dust,如今1260却反跌2%,太可笑了😊
suyll
2017-03-16
$三倍做多天然气ETN(VelocityShares)(UGAZ)$ 今天几乎所有期货都大涨,就天然气跌。。
suyll
2017-01-31
$三倍做空天然气ETN(VelocityShares)(DGAZ)$ 今晚收在4.5以上
suyll
2016-09-30
$三倍做多黄金矿业指数ETF-Direxion(NUGT)$ 黄金空头猖獗,累逆大势,需要一个强大的事件扑杀它们
suyll
2017-03-17
$三倍做多黄金矿业指数ETF-Direxion(NUGT)$ 前天涨22%并不符合平时与黄金涨幅的比例,属于预支期望。只要黄金没再大涨,恐怕都要收跌调整
suyll
2016-10-31
$三倍做空房地产ETF-Direxion(DRV)$ 真的好准,想什么什么涨,买什么什么跌😓
suyll
2016-10-15
$三倍做空黄金矿业指数ETF-Direxion(DUST)$ 这货又开始乱来了,涨幅才黄金跌幅十倍,跌幅是黄金涨幅三十倍。。别讲什么杠杆损耗,nugt是相反,同样从黄金1251到1251它不跌反大涨,你还能拿杠杆损耗忽悠人?😓
suyll
2016-09-09
$KBS Fashion Group Limited(KBSF)$ 雅虎财经报道,因180天宽限到期,8月30日收盘价未达标。纳市9月发函,再给予180天宽限,敦促kbsf股价到期不低于1美元
suyll
2016-08-24
$金凰珠宝(KGJI)$ 美股天天涨的票这么多,为何我都选到跌的
去老虎APP查看更多动态
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}\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; 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16:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>据全国标准信息公共服务平台,电子烟国标(20171624-Q-456)状态变更为“正在征求意见”。征求意见稿提出,雾化物中的烟碱浓度不应高于20mg/g,烟碱总量不应高于200mg”。烟碱释放量不应高于0.2mg/puff。雾化物杂质和污染物中,2,3-丁二酮应≤22mg/kg,砷应(以As计)应≤3mg/kg。</p>\n<p><img src=\"https://static.tigerbbs.com/c498e4d6c9d28289d2fd7392c8f25c38\" tg-width=\"1140\" tg-height=\"755\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9bc4ee269ad9cff7441dc3605e3bc69a","relate_stocks":{"RLX":"雾芯科技","06969":"思摩尔国际"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112451529","content_text":"据全国标准信息公共服务平台,电子烟国标(20171624-Q-456)状态变更为“正在征求意见”。征求意见稿提出,雾化物中的烟碱浓度不应高于20mg/g,烟碱总量不应高于200mg”。烟碱释放量不应高于0.2mg/puff。雾化物杂质和污染物中,2,3-丁二酮应≤22mg/kg,砷应(以As计)应≤3mg/kg。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2077,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":847607636,"gmtCreate":1636510690093,"gmtModify":1636510690093,"author":{"id":"3433840664384826","authorId":"3433840664384826","name":"suyll","avatar":"https://static.tigerbbs.com/254e65a736757a662a1e12b11b5fa775","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3433840664384826","authorIdStr":"3433840664384826"},"themes":[],"htmlText":"特斯拉砸盘,就是搁这搞你吧,恐怕一上来就要腰斩了","listText":"特斯拉砸盘,就是搁这搞你吧,恐怕一上来就要腰斩了","text":"特斯拉砸盘,就是搁这搞你吧,恐怕一上来就要腰斩了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/847607636","repostId":"1168405895","repostType":2,"repost":{"id":"1168405895","weMediaInfo":{"introduction":"华尔街见闻出品,专注于美股市场。为您提供最重要的资讯数据,最全面的市场动态和最深刻的解读分析。","home_visible":1,"media_name":"见闻IPO","id":"1083533104","head_image":"https://static.tigerbbs.com/0717bf7b1e5642e9827aeffbf11eb9ad"},"pubTimestamp":1636509346,"share":"https://www.laohu8.com/m/news/1168405895?lang=&edition=full","pubTime":"2021-11-10 09:55","market":"us","language":"zh","title":"特斯拉最大劲敌要来了!Rivian将IPO定价在78美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1168405895","media":"见闻IPO","summary":"电动皮卡新锐$Rivian$将于11月10日登陆纳斯达克,此次IPO,将使其成为年度中全球规模最大、最受期待的交易之一。据华尔街日报援引知情人士表示,美国加州电动汽车初创公司Rivian在此次备受期待的IPO中,将发行价格定为每股78美元,远高于其上调后的定价区间上限。目前,Rivian的估值已经超过了770亿美元。上周五,Rivian表示,计划以每股72-74美元的价格进行发行,已经远高于其最初的目标价格区间57-62美元。","content":"<p>电动皮卡新锐<a href=\"https://laohu8.com/S/RIVN\">Rivian</a>将于11月10日登陆纳斯达克,此次IPO,将使其成为年度中全球规模最大、最受期待的交易之一。</p>\n<p>据华尔街日报援引知情人士表示,美国加州电动汽车初创公司Rivian在此次备受期待的IPO中,将发行价格定为每股78美元,远高于其上调后的定价区间上限。目前,Rivian的估值已经超过了770亿美元(超4000亿元)。</p>\n<p>该公司得到了<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>的支持,预计将通过发行比原计划(80亿美元)更多的股票来筹集约120亿美元的资金。如果募资顺利,那么这一融资规模有望使<b>Rivian成为年内最大的美股IPO,且位居2011年之后美股IPO规模第四。</b></p>\n<p>据媒体报道,近十年内,美国资本市场中只有三家公司的IPO融资规模超过80亿美元,分别是2014年上市的<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>(250亿美元)和Facebook(160亿美元),以及2019年上市的Uber(81亿美元)。</p>\n<p>知情人士还表示,在周二晚间,拟出售的股票数量仍在变动,因此具体的数字可能还会发生变化。上周五,Rivian表示,计划以每股72-74美元的价格进行发行,已经远高于其最初的目标价格区间57-62美元。</p>\n<p>在上市之前,Rivian还列出了一长串所谓的“锚定投资者”名单,他们表示有兴趣购买50亿美元的股票。亚马逊和投资公司T. Rowe price Group Inc.、Coatue Management和富兰克林邓普顿(Franklin Templeton)都表示将按IPO价格买入。</p>\n<p>这个更加名副其实的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>“死对头”到底是什么来头?</p>\n<p><b>成立仅10年,飞速成长</b></p>\n<p>把Rivian称作特斯拉的“死对头”一点都没有夸张。</p>\n<p>媒体援引<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析师的观点,认为特斯拉在电动车市场的主导地位可能会被Rivian打破。</p>\n<p>而特斯拉本身也一直在关注这位对手。</p>\n<p>对于Rivian的高估值,马斯克曾在推特上回复一位网友对Rivian估值的评论时辛辣回复:“我不想无理取闹,但在IPO之前,每对应10亿美元的估值,他们至少应该交付一辆汽车?”</p>\n<p><img src=\"https://static.tigerbbs.com/844ddc8eba2ce481b8417699f1ff6c4d\" tg-width=\"601\" tg-height=\"127\" referrerpolicy=\"no-referrer\"></p>\n<p>事实上,就连Rivian的创始人也被视作同马斯克一样具有人格魅力。虽然斯卡林格在推特上的粉丝数量只有马斯克的千分之一,但Rivian还是将「Rivian 的服务与声誉高度依赖斯卡林格」列为公司经营的风险因素之一。</p>\n<p><img src=\"https://static.tigerbbs.com/6d4377beb2c68a2a34c206e4c2950977\" tg-width=\"608\" tg-height=\"514\" referrerpolicy=\"no-referrer\"></p>\n<p>斯卡林格拥有优异的学历背景,博士毕业于MIT的斯隆汽车实验室,刚毕业就勇敢选择了创业这条路,成立Rivian的前身——Avera。</p>\n<p>刚成立时,这家不起眼的公司只有20个人左右,但很快就以一款 2+2 布局的混合动力轿跑车型R1从佛罗里达州政府手里拿到了 200 万美元的「赠款」作为初始资金。</p>\n<p>不过时间到2011年之后,斯卡林格改变了公司的业务方向,搁置了「混合动力」的选择,转而专注于纯电动汽车,将主要开发皮卡和SUV,并将公司正式变更为Rivian。</p>\n<p>改掉旧名字的一个重要原因是Avera曾经被<a href=\"https://laohu8.com/S/HYUD.UK\">现代汽车</a>注册为商标,并提起了诉讼。不过斯卡林格同时表示新名字同时向公司所在地的Indian River Lagoon致敬。</p>\n<p>由于被搁置,所以2011年公司曾经公开发布的原型车是不是就是这个最初的R1,市场一直并不是很确定。</p>\n<p><img src=\"https://static.tigerbbs.com/b4f4a625e83078897c408b078caa4041\" tg-width=\"460\" tg-height=\"275\" referrerpolicy=\"no-referrer\"></p>\n<p>2015年时,Rivian在密歇根和旧金山湾区设立了研发中心。为了离核心供应商更近,Rivian在同一年将总部从佛罗里达搬到了密歇根州的利沃尼亚,开始构建关于电动<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>车的“整个生态系统”,还将原型车推向了共享乘车和无人驾驶汽车市场。</p>\n<p>2017年,Rivian买下了三菱的一处旧厂,该厂位于伊利诺伊州诺默尔市。这一买厂而非建厂的举措也被拿来和特斯拉相比较,后者曾买下加州的新联合汽车制造公司工厂。</p>\n<p>2017年底,Rivian就宣布原型车已经完成,将进入测试阶段。2018年时,Rivian表示将即将推出的皮卡命名为A1T,将SUV命名为A1C,此后又宣布重新命名,宣布这两款车将分别叫R1T和R1S。</p>\n<p>这两款车原计划于2021年6月推出,但由于全球缺芯的影响,R1T的交付一直推迟到了2021年9月才得以实现。7座SUV R1S和商用物流车EDV则计划于今年12月交付。</p>\n<p><b>背靠亚马逊、福特两棵大树</b></p>\n<p>2011年才确定战略就进展如此之快,离不开创始人斯卡林格背后的金主们,截至2021年8月,公司已累计募集了约110亿美元,融资规模直接逼近特斯拉上市后的融资。</p>\n<p>早期,Rivian的资金主要来自于“赠款”,斯卡林格的父亲是一家军事相关热控公司的创始人,一方面较为富有能够为Rivian提供支持;另一方面由于与政府及军方的关系,也为斯卡林格的后续发展带来了各方面的便利。</p>\n<p>早期的几笔款项的主要来源包括佛罗里达州的捐赠及税收贷款、住友集团的战略投资等。</p>\n<p>更大规模的融资则始于2018年,历史上的投资方包括亚马逊、渣打银行、<a href=\"https://laohu8.com/S/F\">福特汽车</a>、贝莱德、及另外一些金融机构。</p>\n<p><img src=\"https://static.tigerbbs.com/069690083de608d6c9dc7f3d5a9913a7\" tg-width=\"846\" tg-height=\"1822\" referrerpolicy=\"no-referrer\"></p>\n<p>来源:企查查</p>\n<p>其中号称“最讨厌特斯拉”的亚马逊在Rivian的融资历史中扮演了重要角色,此外福特也占据了重要位置。</p>\n<p>目前的招股书并未披露股东的具体持股比例,唯一可以确定的是亚马逊和福特的持股比例均超过5%,且亚马逊在股东中排名首位。但此前曾有外媒报道,称亚马逊目前持股比例已经达到公司的四分之一。</p>\n<p><img src=\"https://static.tigerbbs.com/e3b208d940f14aa4be3988885881d6b3\" tg-width=\"854\" tg-height=\"280\" referrerpolicy=\"no-referrer\"></p>\n<p>来源:招股书</p>\n<p>而根据目前融资总额以及亚马逊投资的了25亿美元计算,IPO前亚马逊的股权占比至少接近25%。</p>\n<p>同时,亚马逊的全球企业和业务发展高级副总裁彼得·克拉维茨(Peter Krawiec)还担任Rivian的董事会成员。</p>\n<p>Rivian与亚马逊的关系重大到让人无法忽略,除了股权上的关系之外,它的收入大头同样来自亚马逊。</p>\n<p>2019年9月时,Rivian已于亚马逊签订协议,将为亚马逊提供EDV货车,用于其最后一英里的物流交付。而 Rivian 计划在 2022 年为亚马逊交付1万 EDV,到 2030 年,共计划交付10万辆。</p>\n<p>而未来具体的订单节奏,会视亚马逊自身物流业务的进展和充电设施布局而定。但至少,未来四年Rivian拥有亚马逊的独家送货车订单,且在之后2年仍然享有优先供应权。</p>\n<p>而另外一位重要股东福特,除了提供资金外,还协助开发原型车。招股书显示,福特在Rivian中的角色主要由其全资子公司 Troy Design and Manufacturing Co.为Rivian提供原型设计和开发服务。从 2019 年到 2020 年底,Rivian 向这家福特子公司共计支付了 7400万美元的服务费用。</p>\n<p><img src=\"https://static.tigerbbs.com/51efa234da33c0b96cd1a76feba4f880\" tg-width=\"836\" tg-height=\"88\" referrerpolicy=\"no-referrer\"></p>\n<p>来源:招股书</p>\n<p><b>打造第一台电动皮卡</b></p>\n<p>那么,深受亚马逊和贝索斯倚重的Rivian,魅力到底在哪?</p>\n<p>Rivian与特斯拉不同,它从一开始就选择了一条在美国极其讨喜的赛道——皮卡电动车。</p>\n<p>对于缺少高速公共交通工具的美国人来说,自驾是更加方便的出行方式。同时大多数人拥有自己独立的别墅、车库、草坪和院落,为了打理院子,需要购买诸多工具、材料和日用品;而人力成本在美国非常高,大部分人会选择自己动手。</p>\n<p>因此,啥都能装的皮卡就成为美国人最喜欢的车型,其次是SUV。</p>\n<p>2020年美国汽车销量排行中,前三名福特F系、雪佛兰索罗德和道奇RAM全部是皮卡,第四名之后才开始出现SUV。</p>\n<p><img src=\"https://static.tigerbbs.com/7e54e7d83cbce73793d236bef7986e0c\" tg-width=\"476\" tg-height=\"450\" referrerpolicy=\"no-referrer\"></p>\n<p>而另一方面,面对汽车电动化趋势和日趋严苛的全球排放标准,美国本土作为全球最大的皮卡消费市场,燃油皮卡的电动化替代已然被提上日程。传统皮卡的大排量、高油耗等诸多不利于环保的“弊端”,在纯电动皮卡车型上将不复存在。随着美国政府2035年汽车零排放政策的不断推进,未来的电动皮卡车无疑拥有十分广阔的发展潜力。</p>\n<p>深谙美国市场的Rivian选择专攻电动皮卡,迎合美国车迷的口味,自然就成功了一半。而如今,它也已经成功推出了第一款电动皮卡。</p>\n<p>就算回看几年之前,Rivian也是第一家发布电动皮卡的车企。</p>\n<p>2018年11月,Rivian率先发布了旗下首款电动皮卡R1T;2019年11月22日,特斯拉发布了该公司第一辆电动皮卡,名为Cybertruck。根据特斯拉的消息,截至目前,Cybertruck的订单数量已经超过100万辆。紧随其后的是美国两家老牌车企——<a href=\"https://laohu8.com/S/GM\">通用汽车</a>和福特,它们分别在2020年11月和2021年5月发布了纯电动版本的悍马和F-150。</p>\n<p>虽然时间多次推迟,但9月15日,创始人斯卡林格在推特上宣布,公司首款电动皮卡R1T的第一辆车完成生产并下线。Rivian由此成为第一家将电动皮卡推向市场的汽车制造商。这一时间大幅领先通用、福特等竞争对手,特斯拉的Cybertruck原本计划在今年底交付,但目前也已推迟计划,并预计将于2022年实现下线并于2023年开始量产交付。</p>\n<p><img src=\"https://static.tigerbbs.com/21414a40417e234e0764df210840f6db\" tg-width=\"599\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>来源:推特</p>\n<p>所以马斯克对Rivian如此针锋相对是有原因的,谁让Rivian领先了一年就下线了第一台车呢?</p>\n<p>除此之外,Rivian还频繁挖角儿,包括特斯拉、福特、FF和迈凯伦在内的多家公司员工和高管都被斯卡林格纳入麾下。虽然被气到发疯的特斯拉起诉过,但Rivian还是继续聘任特斯拉的前高管Kalayjian担任Rivian的工程和产品高级副总裁。</p>\n<p><b>标配皮卡续航里程约500公里</b></p>\n<p>官网上,目前皮卡车型 R1T和SUV车型 R1S都在预售中,可以自行选择配置方案。招股书显示,截至 9 月底,其拥有近 5 万份(48390)R1T 和 R1S 的预定单(每个订单需付1000元可退还的定金)。</p>\n<p><img src=\"https://static.tigerbbs.com/c06c4e6a85071965699410e7e792e59b\" tg-width=\"719\" tg-height=\"648\" referrerpolicy=\"no-referrer\"></p>\n<p>来源:官网</p>\n<p>无论是 R1T、R1S 还是交付给亚马逊的 EDV,Rivian 都采用了「滑板」纯电驱动平台。</p>\n<p>这种「滑板」平台将电机、电池管理系统、冷却系统、悬架系统、液压控制系统全部整合到一个完整的模块中,位于底盘中间。四电机版本的 R1T 可以能实现坦克转向(原地转向)。</p>\n<p><img src=\"https://static.tigerbbs.com/2fdecb910b9ac87c8c867d3bd38b5917\" tg-width=\"555\" tg-height=\"319\" referrerpolicy=\"no-referrer\"></p>\n<p>外表上看,R1T 的外观没有 Cybertruck 那么激进,整个车身保留了传统皮卡的主体框架。通过粗线条的灯带贯穿车头,以及两个长椭圆状的大灯,打造出一个富有科技感的前脸。</p>\n<p>而R1S则选择了全封闭车体,第三排还有两个座椅,但与此同时,装备通道功能就被牺牲了。</p>\n<p><img src=\"https://static.tigerbbs.com/90e238790c3e2658b684eefa03685ee6\" tg-width=\"1080\" tg-height=\"629\" referrerpolicy=\"no-referrer\"></p>\n<p>价格方面,R1T的首批发布的标配款定价约为7.3万美元;计划于今年12月下线的R1S标配版售价则略高2200美元,定价7.55万美元。</p>\n<p><img src=\"https://static.tigerbbs.com/ab7907fa9703ec61fd5e42d2a5177611\" tg-width=\"1080\" tg-height=\"514\" referrerpolicy=\"no-referrer\"></p>\n<p>来源:官网</p>\n<p>由于定位不同,所以两台车在尺寸、重量、容积、有效载荷、续航上有差别。</p>\n<p>日常生活中皮卡经常拉货,需要大扭矩及强散热的需求,这对于电池的要求很高;此外户外环境的高低温对电池也提出了更高的要求。</p>\n<p>R1T的EPA额定里程约为314英里,对应公里数为505左右,而它在高速公路上的续航能力为471.3km,比综合值下降7%,在城市中的续航能力为533.9km,高出综合值5%。</p>\n<p>R1S稍微多一点点为316英里,对应公里数为509左右,它在高速公路上续航能力为476.9km,比综合值下降6%,在城市里的续航能力为533.2km,高出综合值约5%。根据美国环保署的数据,这款纯电SUV的综合能耗为304Wh/km。</p>\n<p><img src=\"https://static.tigerbbs.com/171f205d1e8f0204d13958b5c6dce4ae\" tg-width=\"830\" tg-height=\"330\" referrerpolicy=\"no-referrer\"></p>\n<p>来源:招股书</p>\n<p>Rivian还表示计划将在2022年1月为R1S推出一款续航超过640km的版本,然后还会推出一款续航约为402km的入门级版本。</p>\n<p>在智能驾驶层面,华尔街见闻此前文章提及:</p>\n<blockquote>\n Rivian的皮卡R1T,不仅具备“坦克转向”的功能,可以实现车辆180度的原地转向,而且其自动驾驶能力也不逊色于特斯拉,R1T标配了L3级别的脱手驾驶辅助系统,配备的硬件装置也在特斯拉之上。\n</blockquote>\n<p>而亚马逊预定10万辆的EDV系列续航里程小得多,因为其主要集中于解决短距离物流的难题。但在容量上EDV系列非常出色,三个版本的容量分别为500、700和900立方英尺。</p>\n<p><img src=\"https://static.tigerbbs.com/d57d3a97749dd246595c05537d5f311e\" tg-width=\"836\" tg-height=\"256\" referrerpolicy=\"no-referrer\"></p>\n<p>来源:招股书</p>\n<p><b>加速全面布局</b></p>\n<p>根据招股书披露的信息,由于今年9月第一辆车才刚刚下线,因此公司并未实现营收。而费用方面则主要花费在研发上的,2019-2020年公司分别亏损了4.26亿美元、10.18亿美元,今年上半年公司亏损了9.94亿美元。</p>\n<p><img src=\"https://static.tigerbbs.com/9963700c90ca690915c8964a5ed34419\" tg-width=\"903\" tg-height=\"448\" referrerpolicy=\"no-referrer\"></p>\n<p>来源:招股书</p>\n<p>其中2020年研发投入约为7.66亿美元,2021年上半年研发投入约为6.83亿美元。</p>\n<p>且预计未来一段时间,Rivian将持续在自建工厂&充电网络上进行投入,同时通过全面生态的商业模式实现收入。</p>\n<p>1、加快自建工厂</p>\n<p>目前正在同步生产R1T和R1S的工厂是诺默尔(Normal)。</p>\n<p>前文已经提过,这个工厂是2017年Rivian买下的三菱旧工厂。该工厂目前的计划产能是15万台,9月15日下线的第一台车就来自这个工厂。</p>\n<p>同时还有一条产线专门生产亚马逊订购的电动送货车 EDV。</p>\n<p>不过Rivian目前并不仅满足于这一个工厂,它还正在美国和英国筹划自建工厂。</p>\n<p>据汽车之心报道,2021年8月美国德克萨斯州Fort Worth经济发展部的一份文件显示,Rivian计划投资50亿美元在美建设第二座工厂,包括汽车制造、汽车零部件组装以及研发中心三个部分。</p>\n<p>这份工厂的计划占地面积约为2000英亩,规划年产能为20万辆汽车,比诺默尔还要多出5万辆。</p>\n<p>此外,据当地媒体报道,Rivian还计划投资10亿英镑,在英国的<a href=\"https://laohu8.com/S/BRS\">布里斯托</a>尔附近建设首个海外产线,不过目前该项目还处在初期。与此同时,德国、荷兰也在与Rivian进行类似的谈判。</p>\n<p>中国市场同样在Rivian的规划内。</p>\n<p>按照计划,在2022年1月R1S这款七座SUV推出后,Rivian也将于2022年在中国推出紧凑型SUV,斯卡林格曾表示:“如果不把中国和欧洲视为重要的长期市场来考虑,我们就不可能真正打造一家汽车公司。”</p>\n<p>并且已经透露过——这些产品最终可能直接在当地生产。</p>\n<p>2、超/快充网络建设</p>\n<p>当前,随着车辆交付在即,Rivian 也在建设直流快充网络和交流快充网络。官方称自家的快充网络为Adventure Network。</p>\n<p>Rivian 将提供快充、目的地充电以及家充等多种方式。其快充的初始充电速率最初为200kW,后续将升级到300kW。</p>\n<p>其中,Rivian计划在2023年在600个站点建立超过3500个直流快充桩。</p>\n<p>在 3500 个快充桩之外,Rivian 同步计划在2023年底前建造10000个目的地充电桩(称为 Rivian Waypoints),支持的最高充电功率为11.5kW,目的地充电桩将主要分布在商超、酒店、餐馆、公园等场所。</p>\n<p>3、构建商业生态</p>\n<p>此外,在Rivian的生态中,还包含了车辆技术、云、产品开发运营、服务和数据分析在内等共六个部分。</p>\n<p><img src=\"https://static.tigerbbs.com/f26b20cfae4a4a364c21d89951af9be7\" tg-width=\"802\" tg-height=\"793\" referrerpolicy=\"no-referrer\"></p>\n<p>来源:招股书</p>\n<p>随着产品交付日期的临近,Rivian的服务中心已经越来越多,预计仅今年将在美国开设10个体验中心,并在2022年上线更多分店。而Rivian能够提供的服务,除了常规的售后维修、定制升级外,还包含了车辆保险业务、信贷业务,因此做直营模式的 Rivian 没有放弃金融模块的蛋糕,想要掌握客户的保险、信贷业务以及客户体验部分的收益。</p>\n<p>这其中预计(1)通过转售和换新,将在每辆民用车上获利3.45万美元(商用车约1.98万美元);(2)保险信贷业务获利约8700美元(商用车为7400美元);(3)售后服务获利3500美元(商用车6100美元)。</p>\n<p>在软件服务上,Rivian计划在每辆车的生命周期中获得约1.55万美元的收入,包括1万元左右的辅助驾驶功能收费。这与特斯拉的FSD价格也刚好重合。</p>\n<p>通过全生态的构建,加上充电等服务,那么去掉购车款,Rivian的每台民用消费车型在整个生命周期内,预期收入 6.79万美元!</p>\n<p>亚马逊未来4年的10万辆EDV的现金流也将与此接近,单车约为6.46万美元。这也意味着Rivian将拥有强劲的现金流。</p>\n<p><b>尾声</b></p>\n<p>作为后来者,Rivian的首款电动皮卡已经惊艳了市场,并且拉开包括特斯拉在内的竞争对手至少1年以上的时间距离。</p>\n<p>虽然短期Rivian仍然处在巨额投入的周期,可能会继续亏损,但公司目前已经呈现势不可挡的姿态。</p>\n<p>考虑到特斯拉在上市的前几年也都处于亏损中,2020年才出现年度盈利,因此市场留给Rivian的时间还有很多。</p>\n<p>在招股文件的开头,斯卡林格就用一封信简要介绍了Rivian的创业历程:从一张白纸走到现在,因为从不设限,Rivian才充满想象。</p>\n<p><img src=\"https://static.tigerbbs.com/0df4e5cd44323ffc8d44ff94c5288212\" tg-width=\"1080\" tg-height=\"83\" referrerpolicy=\"no-referrer\"></p>\n<p>来源:招股书</p>\n<p>面对迷人但仍然可能充满荆棘的前路,800亿美元的市值对这家初创企业来说可能还只是一个开始。</p>","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>特斯拉最大劲敌要来了!Rivian将IPO定价在78美元</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特斯拉最大劲敌要来了!Rivian将IPO定价在78美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1083533104\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/0717bf7b1e5642e9827aeffbf11eb9ad);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">见闻IPO </p>\n<p class=\"h-time\">2021-11-10 09:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>电动皮卡新锐<a href=\"https://laohu8.com/S/RIVN\">Rivian</a>将于11月10日登陆纳斯达克,此次IPO,将使其成为年度中全球规模最大、最受期待的交易之一。</p>\n<p>据华尔街日报援引知情人士表示,美国加州电动汽车初创公司Rivian在此次备受期待的IPO中,将发行价格定为每股78美元,远高于其上调后的定价区间上限。目前,Rivian的估值已经超过了770亿美元(超4000亿元)。</p>\n<p>该公司得到了<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>的支持,预计将通过发行比原计划(80亿美元)更多的股票来筹集约120亿美元的资金。如果募资顺利,那么这一融资规模有望使<b>Rivian成为年内最大的美股IPO,且位居2011年之后美股IPO规模第四。</b></p>\n<p>据媒体报道,近十年内,美国资本市场中只有三家公司的IPO融资规模超过80亿美元,分别是2014年上市的<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>(250亿美元)和Facebook(160亿美元),以及2019年上市的Uber(81亿美元)。</p>\n<p>知情人士还表示,在周二晚间,拟出售的股票数量仍在变动,因此具体的数字可能还会发生变化。上周五,Rivian表示,计划以每股72-74美元的价格进行发行,已经远高于其最初的目标价格区间57-62美元。</p>\n<p>在上市之前,Rivian还列出了一长串所谓的“锚定投资者”名单,他们表示有兴趣购买50亿美元的股票。亚马逊和投资公司T. Rowe price Group Inc.、Coatue Management和富兰克林邓普顿(Franklin Templeton)都表示将按IPO价格买入。</p>\n<p>这个更加名副其实的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>“死对头”到底是什么来头?</p>\n<p><b>成立仅10年,飞速成长</b></p>\n<p>把Rivian称作特斯拉的“死对头”一点都没有夸张。</p>\n<p>媒体援引<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析师的观点,认为特斯拉在电动车市场的主导地位可能会被Rivian打破。</p>\n<p>而特斯拉本身也一直在关注这位对手。</p>\n<p>对于Rivian的高估值,马斯克曾在推特上回复一位网友对Rivian估值的评论时辛辣回复:“我不想无理取闹,但在IPO之前,每对应10亿美元的估值,他们至少应该交付一辆汽车?”</p>\n<p><img src=\"https://static.tigerbbs.com/844ddc8eba2ce481b8417699f1ff6c4d\" tg-width=\"601\" tg-height=\"127\" referrerpolicy=\"no-referrer\"></p>\n<p>事实上,就连Rivian的创始人也被视作同马斯克一样具有人格魅力。虽然斯卡林格在推特上的粉丝数量只有马斯克的千分之一,但Rivian还是将「Rivian 的服务与声誉高度依赖斯卡林格」列为公司经营的风险因素之一。</p>\n<p><img src=\"https://static.tigerbbs.com/6d4377beb2c68a2a34c206e4c2950977\" tg-width=\"608\" tg-height=\"514\" referrerpolicy=\"no-referrer\"></p>\n<p>斯卡林格拥有优异的学历背景,博士毕业于MIT的斯隆汽车实验室,刚毕业就勇敢选择了创业这条路,成立Rivian的前身——Avera。</p>\n<p>刚成立时,这家不起眼的公司只有20个人左右,但很快就以一款 2+2 布局的混合动力轿跑车型R1从佛罗里达州政府手里拿到了 200 万美元的「赠款」作为初始资金。</p>\n<p>不过时间到2011年之后,斯卡林格改变了公司的业务方向,搁置了「混合动力」的选择,转而专注于纯电动汽车,将主要开发皮卡和SUV,并将公司正式变更为Rivian。</p>\n<p>改掉旧名字的一个重要原因是Avera曾经被<a href=\"https://laohu8.com/S/HYUD.UK\">现代汽车</a>注册为商标,并提起了诉讼。不过斯卡林格同时表示新名字同时向公司所在地的Indian River Lagoon致敬。</p>\n<p>由于被搁置,所以2011年公司曾经公开发布的原型车是不是就是这个最初的R1,市场一直并不是很确定。</p>\n<p><img src=\"https://static.tigerbbs.com/b4f4a625e83078897c408b078caa4041\" tg-width=\"460\" tg-height=\"275\" referrerpolicy=\"no-referrer\"></p>\n<p>2015年时,Rivian在密歇根和旧金山湾区设立了研发中心。为了离核心供应商更近,Rivian在同一年将总部从佛罗里达搬到了密歇根州的利沃尼亚,开始构建关于电动<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>车的“整个生态系统”,还将原型车推向了共享乘车和无人驾驶汽车市场。</p>\n<p>2017年,Rivian买下了三菱的一处旧厂,该厂位于伊利诺伊州诺默尔市。这一买厂而非建厂的举措也被拿来和特斯拉相比较,后者曾买下加州的新联合汽车制造公司工厂。</p>\n<p>2017年底,Rivian就宣布原型车已经完成,将进入测试阶段。2018年时,Rivian表示将即将推出的皮卡命名为A1T,将SUV命名为A1C,此后又宣布重新命名,宣布这两款车将分别叫R1T和R1S。</p>\n<p>这两款车原计划于2021年6月推出,但由于全球缺芯的影响,R1T的交付一直推迟到了2021年9月才得以实现。7座SUV R1S和商用物流车EDV则计划于今年12月交付。</p>\n<p><b>背靠亚马逊、福特两棵大树</b></p>\n<p>2011年才确定战略就进展如此之快,离不开创始人斯卡林格背后的金主们,截至2021年8月,公司已累计募集了约110亿美元,融资规模直接逼近特斯拉上市后的融资。</p>\n<p>早期,Rivian的资金主要来自于“赠款”,斯卡林格的父亲是一家军事相关热控公司的创始人,一方面较为富有能够为Rivian提供支持;另一方面由于与政府及军方的关系,也为斯卡林格的后续发展带来了各方面的便利。</p>\n<p>早期的几笔款项的主要来源包括佛罗里达州的捐赠及税收贷款、住友集团的战略投资等。</p>\n<p>更大规模的融资则始于2018年,历史上的投资方包括亚马逊、渣打银行、<a href=\"https://laohu8.com/S/F\">福特汽车</a>、贝莱德、及另外一些金融机构。</p>\n<p><img src=\"https://static.tigerbbs.com/069690083de608d6c9dc7f3d5a9913a7\" tg-width=\"846\" tg-height=\"1822\" referrerpolicy=\"no-referrer\"></p>\n<p>来源:企查查</p>\n<p>其中号称“最讨厌特斯拉”的亚马逊在Rivian的融资历史中扮演了重要角色,此外福特也占据了重要位置。</p>\n<p>目前的招股书并未披露股东的具体持股比例,唯一可以确定的是亚马逊和福特的持股比例均超过5%,且亚马逊在股东中排名首位。但此前曾有外媒报道,称亚马逊目前持股比例已经达到公司的四分之一。</p>\n<p><img src=\"https://static.tigerbbs.com/e3b208d940f14aa4be3988885881d6b3\" tg-width=\"854\" tg-height=\"280\" referrerpolicy=\"no-referrer\"></p>\n<p>来源:招股书</p>\n<p>而根据目前融资总额以及亚马逊投资的了25亿美元计算,IPO前亚马逊的股权占比至少接近25%。</p>\n<p>同时,亚马逊的全球企业和业务发展高级副总裁彼得·克拉维茨(Peter Krawiec)还担任Rivian的董事会成员。</p>\n<p>Rivian与亚马逊的关系重大到让人无法忽略,除了股权上的关系之外,它的收入大头同样来自亚马逊。</p>\n<p>2019年9月时,Rivian已于亚马逊签订协议,将为亚马逊提供EDV货车,用于其最后一英里的物流交付。而 Rivian 计划在 2022 年为亚马逊交付1万 EDV,到 2030 年,共计划交付10万辆。</p>\n<p>而未来具体的订单节奏,会视亚马逊自身物流业务的进展和充电设施布局而定。但至少,未来四年Rivian拥有亚马逊的独家送货车订单,且在之后2年仍然享有优先供应权。</p>\n<p>而另外一位重要股东福特,除了提供资金外,还协助开发原型车。招股书显示,福特在Rivian中的角色主要由其全资子公司 Troy Design and Manufacturing Co.为Rivian提供原型设计和开发服务。从 2019 年到 2020 年底,Rivian 向这家福特子公司共计支付了 7400万美元的服务费用。</p>\n<p><img src=\"https://static.tigerbbs.com/51efa234da33c0b96cd1a76feba4f880\" tg-width=\"836\" tg-height=\"88\" referrerpolicy=\"no-referrer\"></p>\n<p>来源:招股书</p>\n<p><b>打造第一台电动皮卡</b></p>\n<p>那么,深受亚马逊和贝索斯倚重的Rivian,魅力到底在哪?</p>\n<p>Rivian与特斯拉不同,它从一开始就选择了一条在美国极其讨喜的赛道——皮卡电动车。</p>\n<p>对于缺少高速公共交通工具的美国人来说,自驾是更加方便的出行方式。同时大多数人拥有自己独立的别墅、车库、草坪和院落,为了打理院子,需要购买诸多工具、材料和日用品;而人力成本在美国非常高,大部分人会选择自己动手。</p>\n<p>因此,啥都能装的皮卡就成为美国人最喜欢的车型,其次是SUV。</p>\n<p>2020年美国汽车销量排行中,前三名福特F系、雪佛兰索罗德和道奇RAM全部是皮卡,第四名之后才开始出现SUV。</p>\n<p><img src=\"https://static.tigerbbs.com/7e54e7d83cbce73793d236bef7986e0c\" tg-width=\"476\" tg-height=\"450\" referrerpolicy=\"no-referrer\"></p>\n<p>而另一方面,面对汽车电动化趋势和日趋严苛的全球排放标准,美国本土作为全球最大的皮卡消费市场,燃油皮卡的电动化替代已然被提上日程。传统皮卡的大排量、高油耗等诸多不利于环保的“弊端”,在纯电动皮卡车型上将不复存在。随着美国政府2035年汽车零排放政策的不断推进,未来的电动皮卡车无疑拥有十分广阔的发展潜力。</p>\n<p>深谙美国市场的Rivian选择专攻电动皮卡,迎合美国车迷的口味,自然就成功了一半。而如今,它也已经成功推出了第一款电动皮卡。</p>\n<p>就算回看几年之前,Rivian也是第一家发布电动皮卡的车企。</p>\n<p>2018年11月,Rivian率先发布了旗下首款电动皮卡R1T;2019年11月22日,特斯拉发布了该公司第一辆电动皮卡,名为Cybertruck。根据特斯拉的消息,截至目前,Cybertruck的订单数量已经超过100万辆。紧随其后的是美国两家老牌车企——<a href=\"https://laohu8.com/S/GM\">通用汽车</a>和福特,它们分别在2020年11月和2021年5月发布了纯电动版本的悍马和F-150。</p>\n<p>虽然时间多次推迟,但9月15日,创始人斯卡林格在推特上宣布,公司首款电动皮卡R1T的第一辆车完成生产并下线。Rivian由此成为第一家将电动皮卡推向市场的汽车制造商。这一时间大幅领先通用、福特等竞争对手,特斯拉的Cybertruck原本计划在今年底交付,但目前也已推迟计划,并预计将于2022年实现下线并于2023年开始量产交付。</p>\n<p><img src=\"https://static.tigerbbs.com/21414a40417e234e0764df210840f6db\" tg-width=\"599\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>来源:推特</p>\n<p>所以马斯克对Rivian如此针锋相对是有原因的,谁让Rivian领先了一年就下线了第一台车呢?</p>\n<p>除此之外,Rivian还频繁挖角儿,包括特斯拉、福特、FF和迈凯伦在内的多家公司员工和高管都被斯卡林格纳入麾下。虽然被气到发疯的特斯拉起诉过,但Rivian还是继续聘任特斯拉的前高管Kalayjian担任Rivian的工程和产品高级副总裁。</p>\n<p><b>标配皮卡续航里程约500公里</b></p>\n<p>官网上,目前皮卡车型 R1T和SUV车型 R1S都在预售中,可以自行选择配置方案。招股书显示,截至 9 月底,其拥有近 5 万份(48390)R1T 和 R1S 的预定单(每个订单需付1000元可退还的定金)。</p>\n<p><img src=\"https://static.tigerbbs.com/c06c4e6a85071965699410e7e792e59b\" tg-width=\"719\" tg-height=\"648\" referrerpolicy=\"no-referrer\"></p>\n<p>来源:官网</p>\n<p>无论是 R1T、R1S 还是交付给亚马逊的 EDV,Rivian 都采用了「滑板」纯电驱动平台。</p>\n<p>这种「滑板」平台将电机、电池管理系统、冷却系统、悬架系统、液压控制系统全部整合到一个完整的模块中,位于底盘中间。四电机版本的 R1T 可以能实现坦克转向(原地转向)。</p>\n<p><img src=\"https://static.tigerbbs.com/2fdecb910b9ac87c8c867d3bd38b5917\" tg-width=\"555\" tg-height=\"319\" referrerpolicy=\"no-referrer\"></p>\n<p>外表上看,R1T 的外观没有 Cybertruck 那么激进,整个车身保留了传统皮卡的主体框架。通过粗线条的灯带贯穿车头,以及两个长椭圆状的大灯,打造出一个富有科技感的前脸。</p>\n<p>而R1S则选择了全封闭车体,第三排还有两个座椅,但与此同时,装备通道功能就被牺牲了。</p>\n<p><img src=\"https://static.tigerbbs.com/90e238790c3e2658b684eefa03685ee6\" tg-width=\"1080\" tg-height=\"629\" referrerpolicy=\"no-referrer\"></p>\n<p>价格方面,R1T的首批发布的标配款定价约为7.3万美元;计划于今年12月下线的R1S标配版售价则略高2200美元,定价7.55万美元。</p>\n<p><img src=\"https://static.tigerbbs.com/ab7907fa9703ec61fd5e42d2a5177611\" tg-width=\"1080\" tg-height=\"514\" referrerpolicy=\"no-referrer\"></p>\n<p>来源:官网</p>\n<p>由于定位不同,所以两台车在尺寸、重量、容积、有效载荷、续航上有差别。</p>\n<p>日常生活中皮卡经常拉货,需要大扭矩及强散热的需求,这对于电池的要求很高;此外户外环境的高低温对电池也提出了更高的要求。</p>\n<p>R1T的EPA额定里程约为314英里,对应公里数为505左右,而它在高速公路上的续航能力为471.3km,比综合值下降7%,在城市中的续航能力为533.9km,高出综合值5%。</p>\n<p>R1S稍微多一点点为316英里,对应公里数为509左右,它在高速公路上续航能力为476.9km,比综合值下降6%,在城市里的续航能力为533.2km,高出综合值约5%。根据美国环保署的数据,这款纯电SUV的综合能耗为304Wh/km。</p>\n<p><img src=\"https://static.tigerbbs.com/171f205d1e8f0204d13958b5c6dce4ae\" tg-width=\"830\" tg-height=\"330\" referrerpolicy=\"no-referrer\"></p>\n<p>来源:招股书</p>\n<p>Rivian还表示计划将在2022年1月为R1S推出一款续航超过640km的版本,然后还会推出一款续航约为402km的入门级版本。</p>\n<p>在智能驾驶层面,华尔街见闻此前文章提及:</p>\n<blockquote>\n Rivian的皮卡R1T,不仅具备“坦克转向”的功能,可以实现车辆180度的原地转向,而且其自动驾驶能力也不逊色于特斯拉,R1T标配了L3级别的脱手驾驶辅助系统,配备的硬件装置也在特斯拉之上。\n</blockquote>\n<p>而亚马逊预定10万辆的EDV系列续航里程小得多,因为其主要集中于解决短距离物流的难题。但在容量上EDV系列非常出色,三个版本的容量分别为500、700和900立方英尺。</p>\n<p><img src=\"https://static.tigerbbs.com/d57d3a97749dd246595c05537d5f311e\" tg-width=\"836\" tg-height=\"256\" referrerpolicy=\"no-referrer\"></p>\n<p>来源:招股书</p>\n<p><b>加速全面布局</b></p>\n<p>根据招股书披露的信息,由于今年9月第一辆车才刚刚下线,因此公司并未实现营收。而费用方面则主要花费在研发上的,2019-2020年公司分别亏损了4.26亿美元、10.18亿美元,今年上半年公司亏损了9.94亿美元。</p>\n<p><img src=\"https://static.tigerbbs.com/9963700c90ca690915c8964a5ed34419\" tg-width=\"903\" tg-height=\"448\" referrerpolicy=\"no-referrer\"></p>\n<p>来源:招股书</p>\n<p>其中2020年研发投入约为7.66亿美元,2021年上半年研发投入约为6.83亿美元。</p>\n<p>且预计未来一段时间,Rivian将持续在自建工厂&充电网络上进行投入,同时通过全面生态的商业模式实现收入。</p>\n<p>1、加快自建工厂</p>\n<p>目前正在同步生产R1T和R1S的工厂是诺默尔(Normal)。</p>\n<p>前文已经提过,这个工厂是2017年Rivian买下的三菱旧工厂。该工厂目前的计划产能是15万台,9月15日下线的第一台车就来自这个工厂。</p>\n<p>同时还有一条产线专门生产亚马逊订购的电动送货车 EDV。</p>\n<p>不过Rivian目前并不仅满足于这一个工厂,它还正在美国和英国筹划自建工厂。</p>\n<p>据汽车之心报道,2021年8月美国德克萨斯州Fort Worth经济发展部的一份文件显示,Rivian计划投资50亿美元在美建设第二座工厂,包括汽车制造、汽车零部件组装以及研发中心三个部分。</p>\n<p>这份工厂的计划占地面积约为2000英亩,规划年产能为20万辆汽车,比诺默尔还要多出5万辆。</p>\n<p>此外,据当地媒体报道,Rivian还计划投资10亿英镑,在英国的<a href=\"https://laohu8.com/S/BRS\">布里斯托</a>尔附近建设首个海外产线,不过目前该项目还处在初期。与此同时,德国、荷兰也在与Rivian进行类似的谈判。</p>\n<p>中国市场同样在Rivian的规划内。</p>\n<p>按照计划,在2022年1月R1S这款七座SUV推出后,Rivian也将于2022年在中国推出紧凑型SUV,斯卡林格曾表示:“如果不把中国和欧洲视为重要的长期市场来考虑,我们就不可能真正打造一家汽车公司。”</p>\n<p>并且已经透露过——这些产品最终可能直接在当地生产。</p>\n<p>2、超/快充网络建设</p>\n<p>当前,随着车辆交付在即,Rivian 也在建设直流快充网络和交流快充网络。官方称自家的快充网络为Adventure Network。</p>\n<p>Rivian 将提供快充、目的地充电以及家充等多种方式。其快充的初始充电速率最初为200kW,后续将升级到300kW。</p>\n<p>其中,Rivian计划在2023年在600个站点建立超过3500个直流快充桩。</p>\n<p>在 3500 个快充桩之外,Rivian 同步计划在2023年底前建造10000个目的地充电桩(称为 Rivian Waypoints),支持的最高充电功率为11.5kW,目的地充电桩将主要分布在商超、酒店、餐馆、公园等场所。</p>\n<p>3、构建商业生态</p>\n<p>此外,在Rivian的生态中,还包含了车辆技术、云、产品开发运营、服务和数据分析在内等共六个部分。</p>\n<p><img src=\"https://static.tigerbbs.com/f26b20cfae4a4a364c21d89951af9be7\" tg-width=\"802\" tg-height=\"793\" referrerpolicy=\"no-referrer\"></p>\n<p>来源:招股书</p>\n<p>随着产品交付日期的临近,Rivian的服务中心已经越来越多,预计仅今年将在美国开设10个体验中心,并在2022年上线更多分店。而Rivian能够提供的服务,除了常规的售后维修、定制升级外,还包含了车辆保险业务、信贷业务,因此做直营模式的 Rivian 没有放弃金融模块的蛋糕,想要掌握客户的保险、信贷业务以及客户体验部分的收益。</p>\n<p>这其中预计(1)通过转售和换新,将在每辆民用车上获利3.45万美元(商用车约1.98万美元);(2)保险信贷业务获利约8700美元(商用车为7400美元);(3)售后服务获利3500美元(商用车6100美元)。</p>\n<p>在软件服务上,Rivian计划在每辆车的生命周期中获得约1.55万美元的收入,包括1万元左右的辅助驾驶功能收费。这与特斯拉的FSD价格也刚好重合。</p>\n<p>通过全生态的构建,加上充电等服务,那么去掉购车款,Rivian的每台民用消费车型在整个生命周期内,预期收入 6.79万美元!</p>\n<p>亚马逊未来4年的10万辆EDV的现金流也将与此接近,单车约为6.46万美元。这也意味着Rivian将拥有强劲的现金流。</p>\n<p><b>尾声</b></p>\n<p>作为后来者,Rivian的首款电动皮卡已经惊艳了市场,并且拉开包括特斯拉在内的竞争对手至少1年以上的时间距离。</p>\n<p>虽然短期Rivian仍然处在巨额投入的周期,可能会继续亏损,但公司目前已经呈现势不可挡的姿态。</p>\n<p>考虑到特斯拉在上市的前几年也都处于亏损中,2020年才出现年度盈利,因此市场留给Rivian的时间还有很多。</p>\n<p>在招股文件的开头,斯卡林格就用一封信简要介绍了Rivian的创业历程:从一张白纸走到现在,因为从不设限,Rivian才充满想象。</p>\n<p><img src=\"https://static.tigerbbs.com/0df4e5cd44323ffc8d44ff94c5288212\" tg-width=\"1080\" tg-height=\"83\" referrerpolicy=\"no-referrer\"></p>\n<p>来源:招股书</p>\n<p>面对迷人但仍然可能充满荆棘的前路,800亿美元的市值对这家初创企业来说可能还只是一个开始。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e2bc484766922e67d87fdb952e5532ab","relate_stocks":{"RIVN":"Rivian Automotive, Inc.","TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168405895","content_text":"电动皮卡新锐Rivian将于11月10日登陆纳斯达克,此次IPO,将使其成为年度中全球规模最大、最受期待的交易之一。\n据华尔街日报援引知情人士表示,美国加州电动汽车初创公司Rivian在此次备受期待的IPO中,将发行价格定为每股78美元,远高于其上调后的定价区间上限。目前,Rivian的估值已经超过了770亿美元(超4000亿元)。\n该公司得到了亚马逊的支持,预计将通过发行比原计划(80亿美元)更多的股票来筹集约120亿美元的资金。如果募资顺利,那么这一融资规模有望使Rivian成为年内最大的美股IPO,且位居2011年之后美股IPO规模第四。\n据媒体报道,近十年内,美国资本市场中只有三家公司的IPO融资规模超过80亿美元,分别是2014年上市的阿里巴巴(250亿美元)和Facebook(160亿美元),以及2019年上市的Uber(81亿美元)。\n知情人士还表示,在周二晚间,拟出售的股票数量仍在变动,因此具体的数字可能还会发生变化。上周五,Rivian表示,计划以每股72-74美元的价格进行发行,已经远高于其最初的目标价格区间57-62美元。\n在上市之前,Rivian还列出了一长串所谓的“锚定投资者”名单,他们表示有兴趣购买50亿美元的股票。亚马逊和投资公司T. Rowe price Group Inc.、Coatue Management和富兰克林邓普顿(Franklin Templeton)都表示将按IPO价格买入。\n这个更加名副其实的特斯拉“死对头”到底是什么来头?\n成立仅10年,飞速成长\n把Rivian称作特斯拉的“死对头”一点都没有夸张。\n媒体援引摩根士丹利分析师的观点,认为特斯拉在电动车市场的主导地位可能会被Rivian打破。\n而特斯拉本身也一直在关注这位对手。\n对于Rivian的高估值,马斯克曾在推特上回复一位网友对Rivian估值的评论时辛辣回复:“我不想无理取闹,但在IPO之前,每对应10亿美元的估值,他们至少应该交付一辆汽车?”\n\n事实上,就连Rivian的创始人也被视作同马斯克一样具有人格魅力。虽然斯卡林格在推特上的粉丝数量只有马斯克的千分之一,但Rivian还是将「Rivian 的服务与声誉高度依赖斯卡林格」列为公司经营的风险因素之一。\n\n斯卡林格拥有优异的学历背景,博士毕业于MIT的斯隆汽车实验室,刚毕业就勇敢选择了创业这条路,成立Rivian的前身——Avera。\n刚成立时,这家不起眼的公司只有20个人左右,但很快就以一款 2+2 布局的混合动力轿跑车型R1从佛罗里达州政府手里拿到了 200 万美元的「赠款」作为初始资金。\n不过时间到2011年之后,斯卡林格改变了公司的业务方向,搁置了「混合动力」的选择,转而专注于纯电动汽车,将主要开发皮卡和SUV,并将公司正式变更为Rivian。\n改掉旧名字的一个重要原因是Avera曾经被现代汽车注册为商标,并提起了诉讼。不过斯卡林格同时表示新名字同时向公司所在地的Indian River Lagoon致敬。\n由于被搁置,所以2011年公司曾经公开发布的原型车是不是就是这个最初的R1,市场一直并不是很确定。\n\n2015年时,Rivian在密歇根和旧金山湾区设立了研发中心。为了离核心供应商更近,Rivian在同一年将总部从佛罗里达搬到了密歇根州的利沃尼亚,开始构建关于电动智能车的“整个生态系统”,还将原型车推向了共享乘车和无人驾驶汽车市场。\n2017年,Rivian买下了三菱的一处旧厂,该厂位于伊利诺伊州诺默尔市。这一买厂而非建厂的举措也被拿来和特斯拉相比较,后者曾买下加州的新联合汽车制造公司工厂。\n2017年底,Rivian就宣布原型车已经完成,将进入测试阶段。2018年时,Rivian表示将即将推出的皮卡命名为A1T,将SUV命名为A1C,此后又宣布重新命名,宣布这两款车将分别叫R1T和R1S。\n这两款车原计划于2021年6月推出,但由于全球缺芯的影响,R1T的交付一直推迟到了2021年9月才得以实现。7座SUV R1S和商用物流车EDV则计划于今年12月交付。\n背靠亚马逊、福特两棵大树\n2011年才确定战略就进展如此之快,离不开创始人斯卡林格背后的金主们,截至2021年8月,公司已累计募集了约110亿美元,融资规模直接逼近特斯拉上市后的融资。\n早期,Rivian的资金主要来自于“赠款”,斯卡林格的父亲是一家军事相关热控公司的创始人,一方面较为富有能够为Rivian提供支持;另一方面由于与政府及军方的关系,也为斯卡林格的后续发展带来了各方面的便利。\n早期的几笔款项的主要来源包括佛罗里达州的捐赠及税收贷款、住友集团的战略投资等。\n更大规模的融资则始于2018年,历史上的投资方包括亚马逊、渣打银行、福特汽车、贝莱德、及另外一些金融机构。\n\n来源:企查查\n其中号称“最讨厌特斯拉”的亚马逊在Rivian的融资历史中扮演了重要角色,此外福特也占据了重要位置。\n目前的招股书并未披露股东的具体持股比例,唯一可以确定的是亚马逊和福特的持股比例均超过5%,且亚马逊在股东中排名首位。但此前曾有外媒报道,称亚马逊目前持股比例已经达到公司的四分之一。\n\n来源:招股书\n而根据目前融资总额以及亚马逊投资的了25亿美元计算,IPO前亚马逊的股权占比至少接近25%。\n同时,亚马逊的全球企业和业务发展高级副总裁彼得·克拉维茨(Peter Krawiec)还担任Rivian的董事会成员。\nRivian与亚马逊的关系重大到让人无法忽略,除了股权上的关系之外,它的收入大头同样来自亚马逊。\n2019年9月时,Rivian已于亚马逊签订协议,将为亚马逊提供EDV货车,用于其最后一英里的物流交付。而 Rivian 计划在 2022 年为亚马逊交付1万 EDV,到 2030 年,共计划交付10万辆。\n而未来具体的订单节奏,会视亚马逊自身物流业务的进展和充电设施布局而定。但至少,未来四年Rivian拥有亚马逊的独家送货车订单,且在之后2年仍然享有优先供应权。\n而另外一位重要股东福特,除了提供资金外,还协助开发原型车。招股书显示,福特在Rivian中的角色主要由其全资子公司 Troy Design and Manufacturing Co.为Rivian提供原型设计和开发服务。从 2019 年到 2020 年底,Rivian 向这家福特子公司共计支付了 7400万美元的服务费用。\n\n来源:招股书\n打造第一台电动皮卡\n那么,深受亚马逊和贝索斯倚重的Rivian,魅力到底在哪?\nRivian与特斯拉不同,它从一开始就选择了一条在美国极其讨喜的赛道——皮卡电动车。\n对于缺少高速公共交通工具的美国人来说,自驾是更加方便的出行方式。同时大多数人拥有自己独立的别墅、车库、草坪和院落,为了打理院子,需要购买诸多工具、材料和日用品;而人力成本在美国非常高,大部分人会选择自己动手。\n因此,啥都能装的皮卡就成为美国人最喜欢的车型,其次是SUV。\n2020年美国汽车销量排行中,前三名福特F系、雪佛兰索罗德和道奇RAM全部是皮卡,第四名之后才开始出现SUV。\n\n而另一方面,面对汽车电动化趋势和日趋严苛的全球排放标准,美国本土作为全球最大的皮卡消费市场,燃油皮卡的电动化替代已然被提上日程。传统皮卡的大排量、高油耗等诸多不利于环保的“弊端”,在纯电动皮卡车型上将不复存在。随着美国政府2035年汽车零排放政策的不断推进,未来的电动皮卡车无疑拥有十分广阔的发展潜力。\n深谙美国市场的Rivian选择专攻电动皮卡,迎合美国车迷的口味,自然就成功了一半。而如今,它也已经成功推出了第一款电动皮卡。\n就算回看几年之前,Rivian也是第一家发布电动皮卡的车企。\n2018年11月,Rivian率先发布了旗下首款电动皮卡R1T;2019年11月22日,特斯拉发布了该公司第一辆电动皮卡,名为Cybertruck。根据特斯拉的消息,截至目前,Cybertruck的订单数量已经超过100万辆。紧随其后的是美国两家老牌车企——通用汽车和福特,它们分别在2020年11月和2021年5月发布了纯电动版本的悍马和F-150。\n虽然时间多次推迟,但9月15日,创始人斯卡林格在推特上宣布,公司首款电动皮卡R1T的第一辆车完成生产并下线。Rivian由此成为第一家将电动皮卡推向市场的汽车制造商。这一时间大幅领先通用、福特等竞争对手,特斯拉的Cybertruck原本计划在今年底交付,但目前也已推迟计划,并预计将于2022年实现下线并于2023年开始量产交付。\n\n来源:推特\n所以马斯克对Rivian如此针锋相对是有原因的,谁让Rivian领先了一年就下线了第一台车呢?\n除此之外,Rivian还频繁挖角儿,包括特斯拉、福特、FF和迈凯伦在内的多家公司员工和高管都被斯卡林格纳入麾下。虽然被气到发疯的特斯拉起诉过,但Rivian还是继续聘任特斯拉的前高管Kalayjian担任Rivian的工程和产品高级副总裁。\n标配皮卡续航里程约500公里\n官网上,目前皮卡车型 R1T和SUV车型 R1S都在预售中,可以自行选择配置方案。招股书显示,截至 9 月底,其拥有近 5 万份(48390)R1T 和 R1S 的预定单(每个订单需付1000元可退还的定金)。\n\n来源:官网\n无论是 R1T、R1S 还是交付给亚马逊的 EDV,Rivian 都采用了「滑板」纯电驱动平台。\n这种「滑板」平台将电机、电池管理系统、冷却系统、悬架系统、液压控制系统全部整合到一个完整的模块中,位于底盘中间。四电机版本的 R1T 可以能实现坦克转向(原地转向)。\n\n外表上看,R1T 的外观没有 Cybertruck 那么激进,整个车身保留了传统皮卡的主体框架。通过粗线条的灯带贯穿车头,以及两个长椭圆状的大灯,打造出一个富有科技感的前脸。\n而R1S则选择了全封闭车体,第三排还有两个座椅,但与此同时,装备通道功能就被牺牲了。\n\n价格方面,R1T的首批发布的标配款定价约为7.3万美元;计划于今年12月下线的R1S标配版售价则略高2200美元,定价7.55万美元。\n\n来源:官网\n由于定位不同,所以两台车在尺寸、重量、容积、有效载荷、续航上有差别。\n日常生活中皮卡经常拉货,需要大扭矩及强散热的需求,这对于电池的要求很高;此外户外环境的高低温对电池也提出了更高的要求。\nR1T的EPA额定里程约为314英里,对应公里数为505左右,而它在高速公路上的续航能力为471.3km,比综合值下降7%,在城市中的续航能力为533.9km,高出综合值5%。\nR1S稍微多一点点为316英里,对应公里数为509左右,它在高速公路上续航能力为476.9km,比综合值下降6%,在城市里的续航能力为533.2km,高出综合值约5%。根据美国环保署的数据,这款纯电SUV的综合能耗为304Wh/km。\n\n来源:招股书\nRivian还表示计划将在2022年1月为R1S推出一款续航超过640km的版本,然后还会推出一款续航约为402km的入门级版本。\n在智能驾驶层面,华尔街见闻此前文章提及:\n\n Rivian的皮卡R1T,不仅具备“坦克转向”的功能,可以实现车辆180度的原地转向,而且其自动驾驶能力也不逊色于特斯拉,R1T标配了L3级别的脱手驾驶辅助系统,配备的硬件装置也在特斯拉之上。\n\n而亚马逊预定10万辆的EDV系列续航里程小得多,因为其主要集中于解决短距离物流的难题。但在容量上EDV系列非常出色,三个版本的容量分别为500、700和900立方英尺。\n\n来源:招股书\n加速全面布局\n根据招股书披露的信息,由于今年9月第一辆车才刚刚下线,因此公司并未实现营收。而费用方面则主要花费在研发上的,2019-2020年公司分别亏损了4.26亿美元、10.18亿美元,今年上半年公司亏损了9.94亿美元。\n\n来源:招股书\n其中2020年研发投入约为7.66亿美元,2021年上半年研发投入约为6.83亿美元。\n且预计未来一段时间,Rivian将持续在自建工厂&充电网络上进行投入,同时通过全面生态的商业模式实现收入。\n1、加快自建工厂\n目前正在同步生产R1T和R1S的工厂是诺默尔(Normal)。\n前文已经提过,这个工厂是2017年Rivian买下的三菱旧工厂。该工厂目前的计划产能是15万台,9月15日下线的第一台车就来自这个工厂。\n同时还有一条产线专门生产亚马逊订购的电动送货车 EDV。\n不过Rivian目前并不仅满足于这一个工厂,它还正在美国和英国筹划自建工厂。\n据汽车之心报道,2021年8月美国德克萨斯州Fort Worth经济发展部的一份文件显示,Rivian计划投资50亿美元在美建设第二座工厂,包括汽车制造、汽车零部件组装以及研发中心三个部分。\n这份工厂的计划占地面积约为2000英亩,规划年产能为20万辆汽车,比诺默尔还要多出5万辆。\n此外,据当地媒体报道,Rivian还计划投资10亿英镑,在英国的布里斯托尔附近建设首个海外产线,不过目前该项目还处在初期。与此同时,德国、荷兰也在与Rivian进行类似的谈判。\n中国市场同样在Rivian的规划内。\n按照计划,在2022年1月R1S这款七座SUV推出后,Rivian也将于2022年在中国推出紧凑型SUV,斯卡林格曾表示:“如果不把中国和欧洲视为重要的长期市场来考虑,我们就不可能真正打造一家汽车公司。”\n并且已经透露过——这些产品最终可能直接在当地生产。\n2、超/快充网络建设\n当前,随着车辆交付在即,Rivian 也在建设直流快充网络和交流快充网络。官方称自家的快充网络为Adventure Network。\nRivian 将提供快充、目的地充电以及家充等多种方式。其快充的初始充电速率最初为200kW,后续将升级到300kW。\n其中,Rivian计划在2023年在600个站点建立超过3500个直流快充桩。\n在 3500 个快充桩之外,Rivian 同步计划在2023年底前建造10000个目的地充电桩(称为 Rivian Waypoints),支持的最高充电功率为11.5kW,目的地充电桩将主要分布在商超、酒店、餐馆、公园等场所。\n3、构建商业生态\n此外,在Rivian的生态中,还包含了车辆技术、云、产品开发运营、服务和数据分析在内等共六个部分。\n\n来源:招股书\n随着产品交付日期的临近,Rivian的服务中心已经越来越多,预计仅今年将在美国开设10个体验中心,并在2022年上线更多分店。而Rivian能够提供的服务,除了常规的售后维修、定制升级外,还包含了车辆保险业务、信贷业务,因此做直营模式的 Rivian 没有放弃金融模块的蛋糕,想要掌握客户的保险、信贷业务以及客户体验部分的收益。\n这其中预计(1)通过转售和换新,将在每辆民用车上获利3.45万美元(商用车约1.98万美元);(2)保险信贷业务获利约8700美元(商用车为7400美元);(3)售后服务获利3500美元(商用车6100美元)。\n在软件服务上,Rivian计划在每辆车的生命周期中获得约1.55万美元的收入,包括1万元左右的辅助驾驶功能收费。这与特斯拉的FSD价格也刚好重合。\n通过全生态的构建,加上充电等服务,那么去掉购车款,Rivian的每台民用消费车型在整个生命周期内,预期收入 6.79万美元!\n亚马逊未来4年的10万辆EDV的现金流也将与此接近,单车约为6.46万美元。这也意味着Rivian将拥有强劲的现金流。\n尾声\n作为后来者,Rivian的首款电动皮卡已经惊艳了市场,并且拉开包括特斯拉在内的竞争对手至少1年以上的时间距离。\n虽然短期Rivian仍然处在巨额投入的周期,可能会继续亏损,但公司目前已经呈现势不可挡的姿态。\n考虑到特斯拉在上市的前几年也都处于亏损中,2020年才出现年度盈利,因此市场留给Rivian的时间还有很多。\n在招股文件的开头,斯卡林格就用一封信简要介绍了Rivian的创业历程:从一张白纸走到现在,因为从不设限,Rivian才充满想象。\n\n来源:招股书\n面对迷人但仍然可能充满荆棘的前路,800亿美元的市值对这家初创企业来说可能还只是一个开始。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2921,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":177410038,"gmtCreate":1627257134624,"gmtModify":1627257134624,"author":{"id":"3433840664384826","authorId":"3433840664384826","name":"suyll","avatar":"https://static.tigerbbs.com/254e65a736757a662a1e12b11b5fa775","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3433840664384826","authorIdStr":"3433840664384826"},"themes":[],"htmlText":"新东方主要盈利还是在大学教育上,k12转型本来就争不过别人,前两财年还是巨额亏损,现在k12被砍掉,我觉得对新东方反而可能是利好","listText":"新东方主要盈利还是在大学教育上,k12转型本来就争不过别人,前两财年还是巨额亏损,现在k12被砍掉,我觉得对新东方反而可能是利好","text":"新东方主要盈利还是在大学教育上,k12转型本来就争不过别人,前两财年还是巨额亏损,现在k12被砍掉,我觉得对新东方反而可能是利好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/177410038","repostId":"1118828212","repostType":4,"repost":{"id":"1118828212","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":1627256267,"share":"https://www.laohu8.com/m/news/1118828212?lang=&edition=full","pubTime":"2021-07-26 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