我想我是爱琴海的个人主页 - 老虎社区

我想我是爱琴海

我想我是爱琴海

暂无个人介绍

IP属地：山东

69关注

4粉丝

0主题

0勋章

我想我是爱琴海

00:47

我开仓了2手$TSLA 20241227 380.0 PUT$ ,来看看我最新分享的订单！

我想我是爱琴海

00:09

我平仓了2手$TSLA 20241220 370.0 PUT$ ,来看看我最新分享的订单！

我想我是爱琴海

00:09

我平仓了20手$PLTR 20241220 60.0 PUT$ ,来看看我最新分享的订单！

我想我是爱琴海

00:09

我开仓了10手$PLTR 20241227 60.0 PUT$ ,来看看我最新分享的订单！

我想我是爱琴海

00:09

我开仓了2手$TSLA 20241227 362.5 PUT$ ,来看看我最新分享的订单！

我想我是爱琴海

00:09

我开仓了2手$TSLA 20241227 370.0 PUT$ ,来看看我最新分享的订单！

我想我是爱琴海

12-20 16:57

我平仓了4手$TSLA 20241220 367.5 PUT$ ,来看看我最新分享的订单！

我想我是爱琴海

12-19 00:03

我开仓了2手$TSLA 20241227 385.0 PUT$ ,来看看我最新分享的订单！

我想我是爱琴海

12-18 17:26

我开仓了4手$TSLA 20241220 377.5 PUT$ ,来看看我最新分享的订单！

我想我是爱琴海

12-17

我开仓了10手$PLTR 20241220 60.0 PUT$ ,来看看我最新分享的订单！

我想我是爱琴海

12-17

$TSLA 20261218 400.0 CALL$ 哈哈，坚持就会有收获

我想我是爱琴海

12-16

我开仓了2手$TSLA 20241220 395.0 PUT$ ,来看看我最新分享的订单！

我想我是爱琴海

11-05

$Palantir Technologies Inc.(PLTR)$ 从2020年上市就看好你，帮助定位本拉登

我想我是爱琴海

11-05

$TSLA 20241108 202.5 PUT$

我想我是爱琴海

10-08

换电无未来

33亿增资，合肥为什么再次“抄底”蔚来？

我想我是爱琴海

09-12

蔚来无未来

乐道，能缓解李斌的焦虑吗？

我想我是爱琴海

09-11

华而不实为所欲为

和华为比，苹果其实是典型大公司病了

我想我是爱琴海

06-17

$特斯拉(TSLA)$ 8.8号以后

我想我是爱琴海

06-15

10年后老虎伴我财务自由

我想我是爱琴海

06-14

Replying to @Aureliano:打什么脸，她之前预测的特斯拉目标股价都实现了。//@Aureliano:这位姐都被打脸多少次了……

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3442974577839237","uuid":"3442974577839237","gmtCreate":1479882569089,"gmtModify":1612492733483,"name":"我想我是爱琴海","pinyin":"wxwsaqhwoxiangwoshiaiqinhai","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/6b0659c9c2b0dffdf184edfdfc348277","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":4,"headSize":69,"tweetSize":72,"questionSize":0,"limitLevel":900,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":3,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"d5d1b81d9a9a4306a42a1560851c3454-6","templateUuid":"d5d1b81d9a9a4306a42a1560851c3454","name":"实盘挑战","description":"累计达12个月","bigImgUrl":"https://static.tigerbbs.com/89d8870465821fae6716a27af2624e40","smallImgUrl":"https://static.tigerbbs.com/6d5ffd25685d045ade4bb948ef8fd5c3","grayImgUrl":"https://static.tigerbbs.com/076cd4597f6ea22aabdd4f6a12b2c293","redirectLinkEnabled":0,"redirectLink":"https://www.tigerbrokers.com.sg/activity/market/2023/stock-contest?adcode=StockContest2023","hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.09.03","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":5600},{"badgeId":"5697d37f217342faaa027fdb5a6e7c12-3","templateUuid":"5697d37f217342faaa027fdb5a6e7c12","name":"单笔平均盈利排行","description":"Top 20%","bigImgUrl":"https://static.tigerbbs.com/a1941f6be974173f1730be2ac51aabb7","smallImgUrl":"https://static.tigerbbs.com/df2d04ef8434cb0d3a8571ada46fffd0","grayImgUrl":"https://static.tigerbbs.com/b231d6c35e6f28d4132f36c047c50ea0","redirectLinkEnabled":0,"redirectLink":"https://www.itigerup.com/activity/market/2023/stock-contest?adcode=StockContest2023","hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.12.07","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":5200},{"badgeId":"d4828bb678e54782ab0507f286d86e42-2","templateUuid":"d4828bb678e54782ab0507f286d86e42","name":"实盘赛王牌交易员","description":"Top 70","bigImgUrl":"https://static.tigerbbs.com/a63d16bd5e5b6632803f13b89d74f223","smallImgUrl":"https://static.tigerbbs.com/95fc47512002d2c763586c108ba727d7","grayImgUrl":"https://static.tigerbbs.com/6227ee3e17033a8bc7f3f383060dd699","redirectLinkEnabled":0,"redirectLink":"https://www.tigerbrokers.com.sg/activity/market/2023/stock-contest?adcode=StockContest2023","hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.12.03","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":5500},{"badgeId":"754899bf0917479fa68cfac1ea371651-4","templateUuid":"754899bf0917479fa68cfac1ea371651","name":"月赛Top 20团队成员","description":"Top 20","bigImgUrl":"https://static.tigerbbs.com/b4d5f6257975e3a2e001863530de2d54","smallImgUrl":"https://static.tigerbbs.com/b11553f10856375b727276b12bd82504","grayImgUrl":"https://static.tigerbbs.com/9ed78d6c094821a36c4fb840a9cf8825","redirectLinkEnabled":0,"redirectLink":"https://www.tigerbrokers.com.sg/activity/market/2023/stock-contest?adcode=StockContest2023","hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.12.03","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":5400},{"badgeId":"45aa8c9032204ad8bee19bb27da4edb8-1","templateUuid":"45aa8c9032204ad8bee19bb27da4edb8","name":"交易笔数","description":"累计达100笔","bigImgUrl":"https://static.tigerbbs.com/f6040a65e0c6e125e4dcfe0101de45ee","smallImgUrl":"https://static.tigerbbs.com/f803dba33fef1aa87b64be09f4f064ee","grayImgUrl":"https://static.tigerbbs.com/5dfa45d4a1e98a2d8c2e1b4253ddd916","redirectLinkEnabled":0,"redirectLink":"https://www.itigerup.com/activity/market/2023/stock-contest?adcode=StockContest2023","hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.11.30","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":5100},{"badgeId":"1f74612b6f95455f970edd02b5316db8-4","templateUuid":"1f74612b6f95455f970edd02b5316db8","name":"收益排行","description":"Top 10%","bigImgUrl":"https://static.tigerbbs.com/15d4b5a89fa218ed3a35da1a05874cf6","smallImgUrl":"https://static.tigerbbs.com/16e2b28d75d7746886400fad4f4ec3e3","grayImgUrl":"https://static.tigerbbs.com/6f578d36f80e1a3d9c705f395e522048","redirectLinkEnabled":0,"redirectLink":"https://www.itigerup.com/activity/market/2023/stock-contest?adcode=StockContest2023","hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.09.20","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":5300},{"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":"2022.05.17","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":"93.61%","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":0,"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":"93.93%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":11,"currentWearingBadge":{"badgeId":"d5d1b81d9a9a4306a42a1560851c3454-3","templateUuid":"d5d1b81d9a9a4306a42a1560851c3454","name":"实盘挑战","description":"累计达6个月","bigImgUrl":"https://static.tigerbbs.com/9fec469914e1280bf4801f36539f41fd","smallImgUrl":"https://static.tigerbbs.com/890d6c2bdab9dd1b255a1e7e9ae2264f","grayImgUrl":"https://static.tigerbbs.com/aeea12778e0c2c686984e1efc3ed8fd4","redirectLinkEnabled":0,"redirectLink":"https://www.tigerbrokers.com.sg/activity/market/2023/stock-contest?adcode=StockContest2023","hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.03.03","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":5600},"individualDisplayBadges":null,"crmLevel":9,"crmLevelSwitch":1,"location":"山东","starInvestorFollowerNum":1,"starInvestorFlag":true,"starInvestorOrderShareNum":11,"subscribeStarInvestorNum":7,"ror":40.37,"winRationPercentage":97.991071,"showRor":true,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":383680255005120,"gmtCreate":1734713221587,"gmtModify":1734714559769,"author":{"id":"3442974577839237","authorId":"3442974577839237","name":"我想我是爱琴海","avatar":"https://static.tigerbbs.com/6b0659c9c2b0dffdf184edfdfc348277","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3442974577839237","authorIdStr":"3442974577839237"},"themes":[],"htmlText":"我开仓了2手<a href=\"https://laohu8.com/OPT/TSLA 20241227 380.0 PUT\">$TSLA 20241227 380.0 PUT$&nbsp;</a>,来看看我最新分享的订单！","listText":"我开仓了2手<a href=\"https://laohu8.com/OPT/TSLA 20241227 380.0 PUT\">$TSLA 20241227 380.0 PUT$&nbsp;</a>,来看看我最新分享的订单！","text":"我开仓了2手$TSLA 20241227 380.0 PUT$ ,来看看我最新分享的订单！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/383680255005120","isVote":1,"tweetType":1,"viewCount":10,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":383671025365544,"gmtCreate":1734710973382,"gmtModify":1734711060029,"author":{"id":"3442974577839237","authorId":"3442974577839237","name":"我想我是爱琴海","avatar":"https://static.tigerbbs.com/6b0659c9c2b0dffdf184edfdfc348277","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3442974577839237","authorIdStr":"3442974577839237"},"themes":[],"htmlText":"我平仓了2手<a href=\"https://laohu8.com/OPT/TSLA 20241220 370.0 PUT\">$TSLA 20241220 370.0 PUT$&nbsp;</a>,来看看我最新分享的订单！","listText":"我平仓了2手<a href=\"https://laohu8.com/OPT/TSLA 20241220 370.0 PUT\">$TSLA 20241220 370.0 PUT$&nbsp;</a>,来看看我最新分享的订单！","text":"我平仓了2手$TSLA 20241220 370.0 PUT$ ,来看看我最新分享的订单！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/383671025365544","isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":383716176613488,"gmtCreate":1734710966800,"gmtModify":1734711059788,"author":{"id":"3442974577839237","authorId":"3442974577839237","name":"我想我是爱琴海","avatar":"https://static.tigerbbs.com/6b0659c9c2b0dffdf184edfdfc348277","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3442974577839237","authorIdStr":"3442974577839237"},"themes":[],"htmlText":"我平仓了20手<a href=\"https://laohu8.com/OPT/PLTR 20241220 60.0 PUT\">$PLTR 20241220 60.0 PUT$&nbsp;</a>,来看看我最新分享的订单！","listText":"我平仓了20手<a href=\"https://laohu8.com/OPT/PLTR 20241220 60.0 PUT\">$PLTR 20241220 60.0 PUT$&nbsp;</a>,来看看我最新分享的订单！","text":"我平仓了20手$PLTR 20241220 60.0 PUT$ ,来看看我最新分享的订单！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/383716176613488","isVote":1,"tweetType":1,"viewCount":226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":383714292453424,"gmtCreate":1734710957914,"gmtModify":1734711060175,"author":{"id":"3442974577839237","authorId":"3442974577839237","name":"我想我是爱琴海","avatar":"https://static.tigerbbs.com/6b0659c9c2b0dffdf184edfdfc348277","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3442974577839237","authorIdStr":"3442974577839237"},"themes":[],"htmlText":"我开仓了10手<a href=\"https://laohu8.com/OPT/PLTR 20241227 60.0 PUT\">$PLTR 20241227 60.0 PUT$&nbsp;</a>,来看看我最新分享的订单！","listText":"我开仓了10手<a href=\"https://laohu8.com/OPT/PLTR 20241227 60.0 PUT\">$PLTR 20241227 60.0 PUT$&nbsp;</a>,来看看我最新分享的订单！","text":"我开仓了10手$PLTR 20241227 60.0 PUT$ ,来看看我最新分享的订单！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/383714292453424","isVote":1,"tweetType":1,"viewCount":187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":383716119838832,"gmtCreate":1734710952939,"gmtModify":1734711042269,"author":{"id":"3442974577839237","authorId":"3442974577839237","name":"我想我是爱琴海","avatar":"https://static.tigerbbs.com/6b0659c9c2b0dffdf184edfdfc348277","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3442974577839237","authorIdStr":"3442974577839237"},"themes":[],"htmlText":"我开仓了2手<a href=\"https://laohu8.com/OPT/TSLA 20241227 362.5 PUT\">$TSLA 20241227 362.5 PUT$&nbsp;</a>,来看看我最新分享的订单！","listText":"我开仓了2手<a href=\"https://laohu8.com/OPT/TSLA 20241227 362.5 PUT\">$TSLA 20241227 362.5 PUT$&nbsp;</a>,来看看我最新分享的订单！","text":"我开仓了2手$TSLA 20241227 362.5 PUT$ ,来看看我最新分享的订单！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/383716119838832","isVote":1,"tweetType":1,"viewCount":20,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":383670932103648,"gmtCreate":1734710946132,"gmtModify":1734711043403,"author":{"id":"3442974577839237","authorId":"3442974577839237","name":"我想我是爱琴海","avatar":"https://static.tigerbbs.com/6b0659c9c2b0dffdf184edfdfc348277","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3442974577839237","authorIdStr":"3442974577839237"},"themes":[],"htmlText":"我开仓了2手<a href=\"https://laohu8.com/OPT/TSLA 20241227 370.0 PUT\">$TSLA 20241227 370.0 PUT$&nbsp;</a>,来看看我最新分享的订单！","listText":"我开仓了2手<a href=\"https://laohu8.com/OPT/TSLA 20241227 370.0 PUT\">$TSLA 20241227 370.0 PUT$&nbsp;</a>,来看看我最新分享的订单！","text":"我开仓了2手$TSLA 20241227 370.0 PUT$ ,来看看我最新分享的订单！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/383670932103648","isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":383564834378256,"gmtCreate":1734685046447,"gmtModify":1734685832216,"author":{"id":"3442974577839237","authorId":"3442974577839237","name":"我想我是爱琴海","avatar":"https://static.tigerbbs.com/6b0659c9c2b0dffdf184edfdfc348277","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3442974577839237","authorIdStr":"3442974577839237"},"themes":[],"htmlText":"我平仓了4手<a href=\"https://laohu8.com/OPT/TSLA 20241220 367.5 PUT\">$TSLA 20241220 367.5 PUT$&nbsp;</a>,来看看我最新分享的订单！","listText":"我平仓了4手<a href=\"https://laohu8.com/OPT/TSLA 20241220 367.5 PUT\">$TSLA 20241220 367.5 PUT$&nbsp;</a>,来看看我最新分享的订单！","text":"我平仓了4手$TSLA 20241220 367.5 PUT$ ,来看看我最新分享的订单！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/383564834378256","isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":383011114447072,"gmtCreate":1734537790090,"gmtModify":1734537801284,"author":{"id":"3442974577839237","authorId":"3442974577839237","name":"我想我是爱琴海","avatar":"https://static.tigerbbs.com/6b0659c9c2b0dffdf184edfdfc348277","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3442974577839237","authorIdStr":"3442974577839237"},"themes":[],"htmlText":"我开仓了2手<a href=\"https://laohu8.com/OPT/TSLA 20241227 385.0 PUT\">$TSLA 20241227 385.0 PUT$&nbsp;</a>,来看看我最新分享的订单！","listText":"我开仓了2手<a href=\"https://laohu8.com/OPT/TSLA 20241227 385.0 PUT\">$TSLA 20241227 385.0 PUT$&nbsp;</a>,来看看我最新分享的订单！","text":"我开仓了2手$TSLA 20241227 385.0 PUT$ ,来看看我最新分享的订单！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/383011114447072","isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":382914050875584,"gmtCreate":1734513997850,"gmtModify":1734514337786,"author":{"id":"3442974577839237","authorId":"3442974577839237","name":"我想我是爱琴海","avatar":"https://static.tigerbbs.com/6b0659c9c2b0dffdf184edfdfc348277","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3442974577839237","authorIdStr":"3442974577839237"},"themes":[],"htmlText":"我开仓了4手<a href=\"https://laohu8.com/OPT/TSLA 20241220 377.5 PUT\">$TSLA 20241220 377.5 PUT$&nbsp;</a>,来看看我最新分享的订单！","listText":"我开仓了4手<a href=\"https://laohu8.com/OPT/TSLA 20241220 377.5 PUT\">$TSLA 20241220 377.5 PUT$&nbsp;</a>,来看看我最新分享的订单！","text":"我开仓了4手$TSLA 20241220 377.5 PUT$ ,来看看我最新分享的订单！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382914050875584","isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":382405629337688,"gmtCreate":1734391695086,"gmtModify":1734710986542,"author":{"id":"3442974577839237","authorId":"3442974577839237","name":"我想我是爱琴海","avatar":"https://static.tigerbbs.com/6b0659c9c2b0dffdf184edfdfc348277","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3442974577839237","authorIdStr":"3442974577839237"},"themes":[],"htmlText":"我开仓了10手<a href=\"https://laohu8.com/OPT/PLTR 20241220 60.0 PUT\">$PLTR 20241220 60.0 PUT$&nbsp;</a>,来看看我最新分享的订单！","listText":"我开仓了10手<a href=\"https://laohu8.com/OPT/PLTR 20241220 60.0 PUT\">$PLTR 20241220 60.0 PUT$&nbsp;</a>,来看看我最新分享的订单！","text":"我开仓了10手$PLTR 20241220 60.0 PUT$ ,来看看我最新分享的订单！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382405629337688","isVote":1,"tweetType":1,"viewCount":640,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":382264731476400,"gmtCreate":1734370480025,"gmtModify":1734405201686,"author":{"id":"3442974577839237","authorId":"3442974577839237","name":"我想我是爱琴海","avatar":"https://static.tigerbbs.com/6b0659c9c2b0dffdf184edfdfc348277","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3442974577839237","authorIdStr":"3442974577839237"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/TSLA 20261218 400.0 CALL\">$TSLA 20261218 400.0 CALL$</a> 哈哈，坚持就会有收获","listText":"<a href=\"https://laohu8.com/OPT/TSLA 20261218 400.0 CALL\">$TSLA 20261218 400.0 CALL$</a> 哈哈，坚持就会有收获","text":"$TSLA 20261218 400.0 CALL$ 哈哈，坚持就会有收获","images":[{"img":"https://static.tigerbbs.com/7acaf23cfb581f18a736fccff38c44bc","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382264731476400","isVote":1,"tweetType":1,"viewCount":3632,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":382222337794488,"gmtCreate":1734360130856,"gmtModify":1734360171306,"author":{"id":"3442974577839237","authorId":"3442974577839237","name":"我想我是爱琴海","avatar":"https://static.tigerbbs.com/6b0659c9c2b0dffdf184edfdfc348277","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3442974577839237","authorIdStr":"3442974577839237"},"themes":[],"htmlText":"我开仓了2手<a href=\"https://laohu8.com/OPT/TSLA 20241220 395.0 PUT\">$TSLA 20241220 395.0 PUT$&nbsp;</a>,来看看我最新分享的订单！","listText":"我开仓了2手<a href=\"https://laohu8.com/OPT/TSLA 20241220 395.0 PUT\">$TSLA 20241220 395.0 PUT$&nbsp;</a>,来看看我最新分享的订单！","text":"我开仓了2手$TSLA 20241220 395.0 PUT$ ,来看看我最新分享的订单！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382222337794488","isVote":1,"tweetType":1,"viewCount":94,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":367737522262256,"gmtCreate":1730820173848,"gmtModify":1730820463224,"author":{"id":"3442974577839237","authorId":"3442974577839237","name":"我想我是爱琴海","avatar":"https://static.tigerbbs.com/6b0659c9c2b0dffdf184edfdfc348277","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3442974577839237","authorIdStr":"3442974577839237"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a> 从2020年上市就看好你，帮助定位本拉登","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a> 从2020年上市就看好你，帮助定位本拉登","text":"$Palantir Technologies Inc.(PLTR)$ 从2020年上市就看好你，帮助定位本拉登","images":[{"img":"https://static.tigerbbs.com/97a20dce61236c2889c2653968eafee6","width":"1080","height":"2423"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/367737522262256","isVote":1,"tweetType":1,"viewCount":1332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":367737309933672,"gmtCreate":1730820094597,"gmtModify":1730820096187,"author":{"id":"3442974577839237","authorId":"3442974577839237","name":"我想我是爱琴海","avatar":"https://static.tigerbbs.com/6b0659c9c2b0dffdf184edfdfc348277","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3442974577839237","authorIdStr":"3442974577839237"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/TSLA 20241108 202.5 PUT\">$TSLA 20241108 202.5 PUT$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/OPT/TSLA 20241108 202.5 PUT\">$TSLA 20241108 202.5 PUT$ </a>&nbsp;","text":"$TSLA 20241108 202.5 PUT$","images":[{"img":"https://static.tigerbbs.com/cc1a8740ac2e1482e70b0a445f4319dc","width":"1080","height":"2282"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/367737309933672","isVote":1,"tweetType":1,"viewCount":195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":357805452443664,"gmtCreate":1728356820074,"gmtModify":1728356821795,"author":{"id":"3442974577839237","authorId":"3442974577839237","name":"我想我是爱琴海","avatar":"https://static.tigerbbs.com/6b0659c9c2b0dffdf184edfdfc348277","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3442974577839237","authorIdStr":"3442974577839237"},"themes":[],"htmlText":"换电无未来","listText":"换电无未来","text":"换电无未来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/357805452443664","repostId":"2473461487","repostType":2,"repost":{"id":"2473461487","kind":"news","pubTimestamp":1728356084,"share":"https://www.laohu8.com/m/news/2473461487?lang=&edition=full","pubTime":"2024-10-08 10:54","market":"us","language":"zh","title":"33亿增资，合肥为什么再次“抄底”蔚来？","url":"https://stock-news.laohu8.com/highlight/detail?id=2473461487","media":"蓝鲸财经","summary":"作为中国第一家在美国上市的电动车企，蔚来一度面临崩溃的边缘。2019年年底，蔚来的股价触及1.32美元的低点，市值距离高点蒸发80%以上。当时的李斌四处奔走请客吃饭，想为蔚来寻求融资输血。李斌连续跑了18个城市都被拒绝，但就在快过年的时候，合肥选择了抄底蔚来。2020年4月，以“风投之城”著称的合肥，向蔚来豪掷70亿元，在蔚来最为危难的时候，扶企业于将倾。同日，蔚来也宣布，得到了三家合肥现有股东33亿元的增资。","content":"<html><body><blockquote>\n<p>文|无相商业趋势</p>\n</blockquote>\n<p><img border=\"0\" src=\"https://img.lanjinger.com/news/20241004/222731_fkqlxfzgbirtq.jpeg\" width=\"1080\"/></p>\n<p>作为中国第一家在美国上市的电动车企，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>一度面临崩溃的边缘。</p>\n<p>2019年年底，<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>的股价触及1.32美元的低点，市值距离高点蒸发80%以上。</p>\n<p>高瓴清空了蔚来股票，红杉也选择了减仓。</p>\n<p>当时的李斌四处奔走请客吃饭，想为蔚来寻求融资输血。</p>\n<p>一个故事是，一家国资的老总在席间直斥李斌“乱花钱”。</p>\n<p>所谓的乱花钱，是指当时的新能源车企几乎都依赖补贴生存，蔚来也处于襁褓中的状态，但李斌却投入重资产，去建设换电站，以至于每个季度都要亏损4亿美金左右。</p>\n<p><img border=\"0\" src=\"https://img.lanjinger.com/news/20241004/222731_fkjoqulbtvntg.png\" width=\"1080\"/></p>\n<p>而在国内，几乎没有车企认同这个模式可以成功。</p>\n<p>李斌连续跑了18个城市都被拒绝，但就在快过年的时候，合肥选择了抄底蔚来。</p>\n<p>2020年4月，以“风投之城”著称的合肥，向蔚来豪掷70亿元，在蔚来最为危难的时候，扶企业于将倾。</p>\n<p>也得益于蔚来在合肥的落地，产业化进展迅速，股价回升，合肥在随后的半年就得到了丰厚的资本回报，仅回购就套现了105亿。</p>\n<p>但因为重资产运营和蔚来一直坚持走高端路线，投入了领先同行的研发费用，导致随后4年的财报净利润一直都处于亏损状态。</p>\n<p>股价也因此阴跌近4年。</p>\n<p><img border=\"0\" src=\"https://img.lanjinger.com/news/20241004/222731_xdlqewjdpdern.jpeg\" width=\"759\"/></p>\n<p>蔚来到底要烧钱到什么时候？</p>\n<p>蔚来会破产吗？</p>\n<p>蔚来还能坚持几年？</p>\n<p>类似的问题，也伴随了蔚来4年。</p>\n<p>但就在刚刚过去的一个月，蔚来再次迎来转机。</p>\n<p>从8月开始，蔚来股价上涨已经近乎翻倍，显著高于同时期的美股大盘表现。</p>\n<p>而到了9月，蔚来汽车的交付量也达到了21181台，与去年同期相比增长了30.1%。</p>\n<p>第三季度，蔚来品牌创下了61023台的单季交付新高，电车总销量占到全国销量的9%。</p>\n<p><img border=\"0\" src=\"https://img.lanjinger.com/news/20241004/222732_dmvarkqydqrpq.png\" width=\"660\"/></p>\n<p>而在9月30日的全球<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>汽车产业大会上，李斌更是透露，蔚来新车型乐道L60自开启全国交付以来，市场反馈热烈，订单量远超预期。</p>\n<p>同日，蔚来也宣布，得到了三家合肥现有股东33亿元的增资。</p>\n<p>上次抄底，蔚来的股价不到2美元，随后就在半年后涨到了10美元。</p>\n<p>这次抄底，蔚来的股价一路从3.6美元走到了7.2美元左右，近乎翻倍。</p>\n<p><img border=\"0\" src=\"https://img.lanjinger.com/news/20241004/222732_bdzmhobspckzz.png\" width=\"1080\"/></p>\n<p>合肥为什么敢抄底蔚来？</p>\n<p>感情或许是一个部分，毕竟由于蔚来汽车的品牌效应，合肥当地的电动汽车企业已经达到了3500亿的营收。</p>\n<p>但从财报上看，此时的蔚来更有抄底的潜力——今年第二季度的整车毛利达到了12.2%，大幅度增长了6%。</p>\n<p>这预示着，蔚来即将走向盈利状态。</p>\n<p>那么，蔚来是怎么走出这个泥潭的？</p>\n<p>李斌的换电战略，是把蔚来带向巅峰，还是深渊？</p>\n<p><img border=\"0\" src=\"https://img.lanjinger.com/news/20241004/222732_pxnfizgtzzyhv.jpeg\" width=\"1080\"/></p>\n<p>从消费者的角度看，蔚来和其他品牌最大的不同，就是换电。</p>\n<p>它的重资产是换电，服务核心也是换电。</p>\n<p>而且到目前为止，还没有一家电动汽车企业想要模仿蔚来的换电。</p>\n<p>这是因为前期投入资金实在太大，如果没有外部输血，很难做到，再加上现在电动汽车的市场已经趋向红海。</p>\n<p>打价格战还来不及，哪还有余粮拿去换电站？</p>\n<p>所以从某种意义上说，换电就是蔚来汽车的核心竞争力，也是企业的护城河。</p>\n<p><img border=\"0\" src=\"https://img.lanjinger.com/news/20241004/222733_gozolpjvbwdfe.png\" width=\"1080\"/></p>\n<p>但这也是蔚来不被资本看好的原因——换电太具有理想主义和实验主义的成分。</p>\n<p>对于车主而言，蔚来的换电是“独享的moment”。</p>\n<p>终身免费换电，首先是丢掉了电池衰退的焦虑。</p>\n<p>锂电池一般有两个寿命，一个是循环寿命，一个日历寿命。</p>\n<p>一般来说，电池的循环寿命在2000次左右，但实际上一辆车一年也就充100次电不到，要想用完循环寿命，要20年。</p>\n<p>但另一方面，一般电池的日历寿命也就8年。</p>\n<p>也就是说，如果不是拿来跑滴滴，平常的私家电动汽车会浪费1200个循环。</p>\n<p><img border=\"0\" src=\"https://img.lanjinger.com/news/20241004/222733_bxjmeorlgwpvq.png\" width=\"1078\"/></p>\n<p>再有一种情况，是如果你不开车，电池放在那里也会缩短寿命。</p>\n<p>对于电动汽车来讲，电池是最贵的零部件，也是折损值最大的零部件。</p>\n<p>因此，如果买车是为了电池，那就太亏了。</p>\n<p>但蔚来用户就没有这个担忧，假设有个蔚来车主从不换电，而到7年零364天的时候，去蔚来换电站换一块电池，这就意味着电池寿命自动被延长了。</p>\n<p>所以对于蔚来用户来说，电池是可以“永生”的。</p>\n<p>其次，是换电的便利和缓解续航焦虑。</p>\n<p>很多人吃过高速充电的苦，碰到节假日，要等，要排队。</p>\n<p>但对于蔚来车主来说，充电的时间就很快，哪怕长途跋涉，充一次电也基本能到达目的地，充一次电也就5分钟左右。</p>\n<p><img border=\"0\" src=\"https://img.lanjinger.com/news/20241004/222733_obbllpqmqisdq.png\" width=\"1080\"/></p>\n<p>此外，蔚来的服务政策也是国内众多同行中遥遥领先，一键维保，保险无忧，每个车主都有单独的服务群，基本秒回的客服，车停机场还有售后能帮着开回家。</p>\n<p>就售后服务而言，蔚来已经做得比国内的BBA还要好。</p>\n<p>而且事实上，很多蔚来车主就是从BBA转过来的。</p>\n<p>数据显示，蔚来二代平台部分车型，BBA的车主占比已经超过了50%。</p>\n<p>从高端属性的调性上看，蔚来已经立住了，无相君甚至认为，蔚来在电动汽车车企中的地位，对标的是BBA里的奔驰。</p>\n<p>是要比其他品牌高半个头的。</p>\n<p>这一点不仅体现在服务和换电体系上，也体现在保值率上。</p>\n<p>根据2024年上半年的数据，蔚来ES6和ET5车型的保值率分别达到了74.5%和74%，在同级别车型中位列第一，超过了<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>Model Y、奥迪Q5L、宝马X3同级对手。</p>\n<p>蔚来ET7，更是登顶中大型新能源车保值率之王。</p>\n<p>而且就智能化来说，蔚来也肯堆料。</p>\n<p>作为全行业第一家标配激光雷达和4颗Orin芯片的车企，全国规模最大、覆盖范围最广的城区智能驾驶应用推送车企。</p>\n<p>蔚来在过去几年的研发投入在新势力车企中一直处于领先状态。</p>\n<p><img border=\"0\" src=\"https://img.lanjinger.com/news/20241004/222733_igdajbaiyebvr.png\" width=\"811\"/></p>\n<p>尤其是投入费用用于车载芯片的自主研发，堪称业内的技术卷王。</p>\n<p>今年他们推出了新的车载芯片神玑NX9031，有超过500亿颗晶体管，综合能力和执行效率，都是<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>Drive Orin X处理器的四倍。</p>\n<p>为什么蔚来目前的月销量能持续超过2万台，超过同级的BBA？</p>\n<p>这可能就是因为蔚来给到了高端消费者产品以外的需求。</p>\n<p>而这也是高端用户愿意付出溢价的原因。</p>\n<p><img border=\"0\" src=\"https://img.lanjinger.com/news/20241004/222734_dthvlmsimpwzy.jpeg\" width=\"1080\"/></p>\n<p>不过，好的服务是需要付出代价的。</p>\n<p>截至8月1日，蔚来已累计建成2460座换电站，822座高速公路换电站，同时，全国城市“电区房”覆盖率达80%。</p>\n<p>就连遥远的青藏线沿途，都有蔚来换电站的身影。</p>\n<p>但这也意味着，蔚来的重资产投入越来越大，收获回报也非常长期。</p>\n<p>城市里最贵的是土地，一个换电站就需要3个车位。</p>\n<p>而且蔚来汽车的门店，还都在城市最繁华的地段，如太古汇、北京东方广场等，动辄占地1000平方米，单店投入至少8000万以上。</p>\n<p><img border=\"0\" src=\"https://img.lanjinger.com/news/20241004/222734_qqorzhmhptsxi.png\" width=\"1080\"/></p>\n<p>蔚来产量刚刚超过2万辆，但却配套了如此庞大的服务体系，以至于现在的蔚来是卖一台亏一台。</p>\n<p>在巨大的资金压力下，蔚来拿什么守得云开见月明？</p>\n<p>最近推出的乐道可能就是李斌的药方。</p>\n<p>今年9月，在NIO主品牌之外，蔚来在今年正式推出了第二品牌乐道，在主流的平价市场发力。</p>\n<p>蔚来为什么会推出乐道？</p>\n<p>因为李斌需要赚钱，但也不能赚快钱。</p>\n<p><img border=\"0\" src=\"https://img.lanjinger.com/news/20241004/222734_uithsdkmzfmfa.png\" width=\"1078\"/></p>\n<p>蔚来自运营以来，一直坚持四驱双电机，坚持配置拉满，坚持好<a href=\"https://laohu8.com/S/DLX\">豪华</a>的售后服务，坚持换电路线，坚持某种理想主义。</p>\n<p>但这一点在乐道上做了妥协。</p>\n<p>从的运营和售后方式看，乐道没有蔚来那种无微不至的服务（这种服务往往是亏钱的），主打汽车的实用价值。</p>\n<p>但也只有这种性价比产品、消费主流车型，才能把市场稳住。</p>\n<p>通过互相摊销成本，来给蔚来打造差异化，个性化、高端化的空间。</p>\n<p>就像丰田主打销量，雷克萨斯拉升调性一样，蔚来需要一个年轻化的品牌为自己争取用户，争取时间，争取实现某种理想的可能。</p>\n<p>而对于乐道用户来说，能通过BaaS租电的方式，花16万左右的钱，体验到20万级车型的品质感和蔚来的换电体系，也非常具有吸引力。</p>\n<p>所以乐道推出之后，蔚来的股价也在向上走。</p>\n<p><img border=\"0\" src=\"https://img.lanjinger.com/news/20241004/222734_mjsdrppzowmiy.png\" width=\"750\"/></p>\n<p>2024年，会是电车的一个分水岭。</p>\n<p>这一年的价格战，<a href=\"https://laohu8.com/S/002594\">比亚迪</a>熬痛了一众对手，小米的超级性价比路线则把<a href=\"https://laohu8.com/S/ZK\">极氪</a>、吉利、长城等车企都拉入了价格战的泥潭。</p>\n<p>在这个过程中，很少有品牌去思考，自己的特色究竟是什么？</p>\n<p>而蔚来的战略是清晰的——坚持服务和换电，做到其他电动品牌没有的特点，人无我有。</p>\n<p>也许只有这样，才能在残酷内卷的市场，打造出独一无二的卖点，走长期路线。</p>\n<p>正如一位蔚来车主在论坛中吐槽的那样：</p>\n<p>“2020的时候我坚定觉得蔚来要倒闭，什么玩意，和邪教一样……然后2022年12月底，揣着五十万想换个车……我换了ET7。”</p>\n<p>“香，真TND香。”</p>\n</body></html>","source":"lanjinger_stock","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>33亿增资，合肥为什么再次“抄底”蔚来？</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\">\n33亿增资，合肥为什么再次“抄底”蔚来？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-08 10:54 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.lanjinger.com/d/241424><strong>蓝鲸财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文|无相商业趋势\n\n\n作为中国第一家在美国上市的电动车企，蔚来一度面临崩溃的边缘。\n2019年年底，蔚来的股价触及1.32美元的低点，市值距离高点蒸发80%以上。\n高瓴清空了蔚来股票，红杉也选择了减仓。\n当时的李斌四处奔走请客吃饭，想为蔚来寻求融资输血。\n一个故事是，一家国资的老总在席间直斥李斌“乱花钱”。\n所谓的乱花钱，是指当时的新能源车企几乎都依赖补贴生存，蔚来也处于襁褓中的状态，但李斌却投入...</p>\n\n<a href=\"https://www.lanjinger.com/d/241424\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0052750758.USD":"富兰克林中国基金A Acc","NIO":"蔚来","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","09866":"蔚来-SW","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","BK4555":"新能源车","BK4509":"腾讯概念","BK1588":"回港中概股","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4588":"碎股","BK4526":"热门中概股","BK1119":"汽车制造商","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4574":"无人驾驶","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM"},"source_url":"https://www.lanjinger.com/d/241424","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2473461487","content_text":"文|无相商业趋势\n\n\n作为中国第一家在美国上市的电动车企，蔚来一度面临崩溃的边缘。\n2019年年底，蔚来的股价触及1.32美元的低点，市值距离高点蒸发80%以上。\n高瓴清空了蔚来股票，红杉也选择了减仓。\n当时的李斌四处奔走请客吃饭，想为蔚来寻求融资输血。\n一个故事是，一家国资的老总在席间直斥李斌“乱花钱”。\n所谓的乱花钱，是指当时的新能源车企几乎都依赖补贴生存，蔚来也处于襁褓中的状态，但李斌却投入重资产，去建设换电站，以至于每个季度都要亏损4亿美金左右。\n\n而在国内，几乎没有车企认同这个模式可以成功。\n李斌连续跑了18个城市都被拒绝，但就在快过年的时候，合肥选择了抄底蔚来。\n2020年4月，以“风投之城”著称的合肥，向蔚来豪掷70亿元，在蔚来最为危难的时候，扶企业于将倾。\n也得益于蔚来在合肥的落地，产业化进展迅速，股价回升，合肥在随后的半年就得到了丰厚的资本回报，仅回购就套现了105亿。\n但因为重资产运营和蔚来一直坚持走高端路线，投入了领先同行的研发费用，导致随后4年的财报净利润一直都处于亏损状态。\n股价也因此阴跌近4年。\n\n蔚来到底要烧钱到什么时候？\n蔚来会破产吗？\n蔚来还能坚持几年？\n类似的问题，也伴随了蔚来4年。\n但就在刚刚过去的一个月，蔚来再次迎来转机。\n从8月开始，蔚来股价上涨已经近乎翻倍，显著高于同时期的美股大盘表现。\n而到了9月，蔚来汽车的交付量也达到了21181台，与去年同期相比增长了30.1%。\n第三季度，蔚来品牌创下了61023台的单季交付新高，电车总销量占到全国销量的9%。\n\n而在9月30日的全球智能汽车产业大会上，李斌更是透露，蔚来新车型乐道L60自开启全国交付以来，市场反馈热烈，订单量远超预期。\n同日，蔚来也宣布，得到了三家合肥现有股东33亿元的增资。\n上次抄底，蔚来的股价不到2美元，随后就在半年后涨到了10美元。\n这次抄底，蔚来的股价一路从3.6美元走到了7.2美元左右，近乎翻倍。\n\n合肥为什么敢抄底蔚来？\n感情或许是一个部分，毕竟由于蔚来汽车的品牌效应，合肥当地的电动汽车企业已经达到了3500亿的营收。\n但从财报上看，此时的蔚来更有抄底的潜力——今年第二季度的整车毛利达到了12.2%，大幅度增长了6%。\n这预示着，蔚来即将走向盈利状态。\n那么，蔚来是怎么走出这个泥潭的？\n李斌的换电战略，是把蔚来带向巅峰，还是深渊？\n\n从消费者的角度看，蔚来和其他品牌最大的不同，就是换电。\n它的重资产是换电，服务核心也是换电。\n而且到目前为止，还没有一家电动汽车企业想要模仿蔚来的换电。\n这是因为前期投入资金实在太大，如果没有外部输血，很难做到，再加上现在电动汽车的市场已经趋向红海。\n打价格战还来不及，哪还有余粮拿去换电站？\n所以从某种意义上说，换电就是蔚来汽车的核心竞争力，也是企业的护城河。\n\n但这也是蔚来不被资本看好的原因——换电太具有理想主义和实验主义的成分。\n对于车主而言，蔚来的换电是“独享的moment”。\n终身免费换电，首先是丢掉了电池衰退的焦虑。\n锂电池一般有两个寿命，一个是循环寿命，一个日历寿命。\n一般来说，电池的循环寿命在2000次左右，但实际上一辆车一年也就充100次电不到，要想用完循环寿命，要20年。\n但另一方面，一般电池的日历寿命也就8年。\n也就是说，如果不是拿来跑滴滴，平常的私家电动汽车会浪费1200个循环。\n\n再有一种情况，是如果你不开车，电池放在那里也会缩短寿命。\n对于电动汽车来讲，电池是最贵的零部件，也是折损值最大的零部件。\n因此，如果买车是为了电池，那就太亏了。\n但蔚来用户就没有这个担忧，假设有个蔚来车主从不换电，而到7年零364天的时候，去蔚来换电站换一块电池，这就意味着电池寿命自动被延长了。\n所以对于蔚来用户来说，电池是可以“永生”的。\n其次，是换电的便利和缓解续航焦虑。\n很多人吃过高速充电的苦，碰到节假日，要等，要排队。\n但对于蔚来车主来说，充电的时间就很快，哪怕长途跋涉，充一次电也基本能到达目的地，充一次电也就5分钟左右。\n\n此外，蔚来的服务政策也是国内众多同行中遥遥领先，一键维保，保险无忧，每个车主都有单独的服务群，基本秒回的客服，车停机场还有售后能帮着开回家。\n就售后服务而言，蔚来已经做得比国内的BBA还要好。\n而且事实上，很多蔚来车主就是从BBA转过来的。\n数据显示，蔚来二代平台部分车型，BBA的车主占比已经超过了50%。\n从高端属性的调性上看，蔚来已经立住了，无相君甚至认为，蔚来在电动汽车车企中的地位，对标的是BBA里的奔驰。\n是要比其他品牌高半个头的。\n这一点不仅体现在服务和换电体系上，也体现在保值率上。\n根据2024年上半年的数据，蔚来ES6和ET5车型的保值率分别达到了74.5%和74%，在同级别车型中位列第一，超过了特斯拉Model Y、奥迪Q5L、宝马X3同级对手。\n蔚来ET7，更是登顶中大型新能源车保值率之王。\n而且就智能化来说，蔚来也肯堆料。\n作为全行业第一家标配激光雷达和4颗Orin芯片的车企，全国规模最大、覆盖范围最广的城区智能驾驶应用推送车企。\n蔚来在过去几年的研发投入在新势力车企中一直处于领先状态。\n\n尤其是投入费用用于车载芯片的自主研发，堪称业内的技术卷王。\n今年他们推出了新的车载芯片神玑NX9031，有超过500亿颗晶体管，综合能力和执行效率，都是英伟达Drive Orin X处理器的四倍。\n为什么蔚来目前的月销量能持续超过2万台，超过同级的BBA？\n这可能就是因为蔚来给到了高端消费者产品以外的需求。\n而这也是高端用户愿意付出溢价的原因。\n\n不过，好的服务是需要付出代价的。\n截至8月1日，蔚来已累计建成2460座换电站，822座高速公路换电站，同时，全国城市“电区房”覆盖率达80%。\n就连遥远的青藏线沿途，都有蔚来换电站的身影。\n但这也意味着，蔚来的重资产投入越来越大，收获回报也非常长期。\n城市里最贵的是土地，一个换电站就需要3个车位。\n而且蔚来汽车的门店，还都在城市最繁华的地段，如太古汇、北京东方广场等，动辄占地1000平方米，单店投入至少8000万以上。\n\n蔚来产量刚刚超过2万辆，但却配套了如此庞大的服务体系，以至于现在的蔚来是卖一台亏一台。\n在巨大的资金压力下，蔚来拿什么守得云开见月明？\n最近推出的乐道可能就是李斌的药方。\n今年9月，在NIO主品牌之外，蔚来在今年正式推出了第二品牌乐道，在主流的平价市场发力。\n蔚来为什么会推出乐道？\n因为李斌需要赚钱，但也不能赚快钱。\n\n蔚来自运营以来，一直坚持四驱双电机，坚持配置拉满，坚持好豪华的售后服务，坚持换电路线，坚持某种理想主义。\n但这一点在乐道上做了妥协。\n从的运营和售后方式看，乐道没有蔚来那种无微不至的服务（这种服务往往是亏钱的），主打汽车的实用价值。\n但也只有这种性价比产品、消费主流车型，才能把市场稳住。\n通过互相摊销成本，来给蔚来打造差异化，个性化、高端化的空间。\n就像丰田主打销量，雷克萨斯拉升调性一样，蔚来需要一个年轻化的品牌为自己争取用户，争取时间，争取实现某种理想的可能。\n而对于乐道用户来说，能通过BaaS租电的方式，花16万左右的钱，体验到20万级车型的品质感和蔚来的换电体系，也非常具有吸引力。\n所以乐道推出之后，蔚来的股价也在向上走。\n\n2024年，会是电车的一个分水岭。\n这一年的价格战，比亚迪熬痛了一众对手，小米的超级性价比路线则把极氪、吉利、长城等车企都拉入了价格战的泥潭。\n在这个过程中，很少有品牌去思考，自己的特色究竟是什么？\n而蔚来的战略是清晰的——坚持服务和换电，做到其他电动品牌没有的特点，人无我有。\n也许只有这样，才能在残酷内卷的市场，打造出独一无二的卖点，走长期路线。\n正如一位蔚来车主在论坛中吐槽的那样：\n“2020的时候我坚定觉得蔚来要倒闭，什么玩意，和邪教一样……然后2022年12月底，揣着五十万想换个车……我换了ET7。”\n“香，真TND香。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":348471207543072,"gmtCreate":1726109690542,"gmtModify":1726109692340,"author":{"id":"3442974577839237","authorId":"3442974577839237","name":"我想我是爱琴海","avatar":"https://static.tigerbbs.com/6b0659c9c2b0dffdf184edfdfc348277","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3442974577839237","authorIdStr":"3442974577839237"},"themes":[],"htmlText":"蔚来无未来","listText":"蔚来无未来","text":"蔚来无未来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/348471207543072","repostId":"2466121886","repostType":2,"repost":{"id":"2466121886","kind":"news","pubTimestamp":1726109104,"share":"https://www.laohu8.com/m/news/2466121886?lang=&edition=full","pubTime":"2024-09-12 10:45","market":"hk","language":"zh","title":"乐道，能缓解李斌的焦虑吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=2466121886","media":"蓝鲸财经","summary":"再过两个月，蔚来就将满十周年。2023年蔚来汽车的全年业绩亏损创下了历史之最，今年一季度情况也没有明显好转。好在二季度，随着汽车销量的回升，蔚来财报展现出了一定的修复。调整后净亏损同比收窄16.7%至45.4亿元。作为中概股中最后一个公布财报的焦点公司，蔚来这份二季度答卷也迎来市场的积极反馈。同季度蔚来汽车经营亏损，从2023年二季度的60.74亿元减少到今年二季度的52.09亿元，同比收窄14.2%，环比减少3.4%。","content":"<html><body><blockquote>\n<p>作者|豹变 朱晓宇‍‍</p>\n</blockquote>\n<p>再过两个月，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>就将满十周年。</p>\n<p>对于<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>来说，过去十年走得跌宕起伏，曾经一度市值超过1000亿美元，成为中高端品牌里耀眼的新星，也曾几度走入“死胡同”，破产传闻不断，甚至在今年8月末，蔚来仍遭遇这样的谣言困扰。</p>\n<p>谣言，一定程度与持续亏损的业绩所带来的经营压力相关。</p>\n<p>2023年蔚来汽车的全年业绩亏损创下了历史之最，今年一季度情况也没有明显好转。好在二季度，随着汽车销量的回升，蔚来财报展现出了一定的修复。营收同比几乎翻倍，实现174.5亿元，环比增长76.1%，创下单季营收历史新高。调整后净亏损同比收窄16.7%至45.4亿元。</p>\n<p>作为中概股中最后一个公布财报的焦点公司，蔚来这份二季度答卷也迎来市场的积极反馈。财报公布后，蔚来股价连续上涨。</p>\n<p>面向新十年之路，蔚来仍旧麻烦重重，降本增效之外，蔚来没有找到长久持续的造血之道，也没有堵住最大的失血点。承载着销量希望的乐道和主打更下沉市场的子品牌萤火虫，能给蔚来带来多少增量？</p>\n<p><img border=\"0\" src=\"https://img.lanjinger.com/news/20240911/210443_gjzydanuryisl.png\" width=\"1064\"/></p>\n<p><strong>蔚来积极卖车止血</strong></p>\n<p>为了卖车，自今年初开始蔚来创始人李斌疯狂出镜，不是在拍视频，就是做直播。</p>\n<p>2023年下半年以来，蔚来推进了一系列更加激进的销售政策调整。今年3月中旬，蔚来优化了BaaS租赁方案的费用，下调了BaaS租金约26%-33%，打出降价牌。</p>\n<p>这些终于在今年二季度看到了效果。从今年5月开始，蔚来的新车交付量稳定地达到了2万以上。截至8月末，已经连续4个月，守住2万关口。</p>\n<p>为了更好地卖车，蔚来在过去两年一直致力于“让价格更具竞争力”。2023年蔚来汽车的单车均价从2022年的37.2万元下降到30.8万元。今年二季度，蔚来的单车均价则掉到了27.3万元。如果再算上换电权益，蔚来的汽车将更具有性价比。</p>\n<p>二季度蔚来整车销量迎来了显著增长，当季完成5.74万辆交付，同比增长144%。销量的上升，给蔚来的财务数据带来极大修复。</p>\n<p>今年二季度财报显示，蔚来营收高达174.5亿，同比大增98.9%，基本实现翻番。同季度蔚来汽车经营亏损，从2023年二季度的60.74亿元减少到今年二季度的52.09亿元，同比收窄14.2%，环比减少3.4%。</p>\n<p>一直以来，高投入成为蔚来鲜明的标签，今年二季度的财务表现显示，蔚来确实在降本增效。当期蔚来的研发投入为32.19亿元，比去年同期缩窄了3.8%。今年上半年，蔚来在研发方面的总投入为60.83亿元。相比去年同期的64.2亿元，已经开始小幅下降。</p>\n<p>但二季度，公司销售、一般和管理费用达到37.58亿元，同比增长三成，环比增长25.4%。</p>\n<p>蔚来对此回应：销管费用的增长主要来自人力成本和传播费用。一方面是销量的提升导致销售人员的数量以及奖金都被进一步提升；另一方面，蔚来多款新车上市，线上和线下的传播费用也在显著增长。</p>\n<p>本季度三费共计近70亿，环比上季度增加11亿元。蔚来也表示，公司已经开始谨慎控制投入节奏，并且已经在有些项目上采取了推迟或取消等削减成本的方法。</p>\n<p>这十年，蔚来处在不断投入，不断亏损，不断融资的路上。</p>\n<p>回顾2018年至2023年，蔚来净亏损分别达到96.39亿元、112.96亿元、53.04亿元、40.17亿元、144.37亿元和207.20亿元。六年亏损共计超过650亿元。再加上今年前两个季度的51.85亿和50.5亿元，共计达到752.35亿元。</p>\n<p>三家新势力中，仅有蔚来一家在上市之后仍不断融资。</p>\n<p>截至6月底，小鹏、蔚来、理想三家的现金储备分别为373.3亿元、416亿元以及973亿元。虽然蔚来的现金储备高于小鹏，但值得注意的是，这笔资金还包含了2023年末从中东土豪融来的近160亿元。</p>\n<p>不断地亏损，也逼迫蔚来必须集中火力卖车改善财务状况。</p>\n<p>财报电话分析会上，李斌预计第三季度的总交付量将再创新高，进一步巩固和扩大市场份额。</p>\n<p><img border=\"0\" src=\"https://img.lanjinger.com/news/20240911/210443_ygptzbdeymxhz.png\" width=\"1064\"/></p>\n<p><strong>乐道，能缓解李斌焦虑吗？</strong></p>\n<p>根据乘联会的统计，2023年中<a href=\"https://laohu8.com/S/600617\">国新能源</a>市场中“大于等于30万元以上”的豪华车市场，全年总零售销量为101.63万辆。售价大于30万元的纯电SUV市场2023年全年总销量仅27.19万辆，销量上涨了6.43万辆。</p>\n<p>更大的增量市场在30万元以下。也就是说，一直以来对标BBA的蔚来主品牌，如果仅深耕30万元以上的纯电SUV，很难在市场中获得更高的占有率。因此，推出售价更低的车型，则成为蔚来汽车的发展之重。</p>\n<p>从并列的“蔚小理”三家情况来看，理想的销量一直领跑，不久前小鹏发布了11.98万元起售的新车型，上市48小时大定超过3万台，高兴得何小鹏在内部举办了庆功会。</p>\n<p>然而友商的成功也给李斌带来不小的压力。</p>\n<p>今年6月，蔚来推出了21.99万起售的第二品牌乐道，乐道意在主流家庭的中端市场，乐道的负责人艾铁成在接受采访时称，开始预售不到24小时预售量就超出了预期的2-3倍，但具体数量并没有对外公布。</p>\n<p>乐道品牌首款车型L60于9月19日正式上市，并将于9月底开启交付。李斌预期今年下半年将交付总共2万台L60。这个交付量估计在三季度体现得较少，更多会影响四季度财报情况。</p>\n<p>财报电话会介绍了乐道L60的产能规划，F2工厂已经开启双班。</p>\n<p>乐道所处的价格带竞争激烈，而未来至少月销量达到2万到3万辆才能实现盈亏平衡，对蔚来来说挑战并不小。</p>\n<p>此外，蔚来的第三品牌萤火虫预计在2025年交付，这一步棋主打更下沉的市场。届时蔚来将实现三品牌战略，覆盖14万元-80万元的价格区间，如果采用BaaS模式，价格带可以覆盖10万-70万元价格区间。</p>\n<p>多品牌多维度，在高中低市场中竞争，有望对蔚来的销量带来极大提振。不过，能不能让蔚来实现盈利，市场仍有所质疑。</p>\n<p>这其中的关键点在于蔚来能不能控制好成本。而二季度财报中，蔚来的费用控制不及预期。</p>\n<p>数据显示，二季度整车毛利率提升至12.2%，环比提升3个百分点，同比提升6个百分点。但相较同期小米、理想和小鹏分别实现的15.4%、18.7%和14%的整车毛利率，还是存在差距。</p>\n<p>更为关键的是，蔚来二季度毛利润环比增长12亿元，几乎被研发和销管费用的增加所抵消。招银国际在一份研报表示，如果这种模式继续下去，“我们估计即使蔚来可以实现40万台的年度销量，也仍然无法盈利”。</p>\n<p>研报预计蔚来明年销量有望增长54%至34.2万台，考虑到中低端品牌将拉低平均售价，预计明年收入将同比增长34%。即使假设2025年毛利率将继续改善1.4个百分点至11.1%，并保守假设研发和销管费用率收窄8个百分点至32.2%（明年更多新车或将大幅增加支出），明年的净亏损或仍将达到167亿元。</p>\n<p><img border=\"0\" src=\"https://img.lanjinger.com/news/20240911/210443_mjkrpifdroqxu.png\" width=\"1064\"/></p>\n<p><strong>换电业务，离盈利还有多远？</strong></p>\n<p>前不久，小鹏推出走量款的MONA M03，主打一个智驾平替概念，花十几万就能感受到智驾。</p>\n<p>蔚来卖乐道L60，主打一个价格亲民，21.99万的起售价，如果算上BaaS方案，价格还能下探，这个价格下能体验换电，不知道消费者愿不愿意买单。</p>\n<p>换电，是蔚来的标签。为了打造换电体系，蔚来不惜重金投入。</p>\n<p>在二季度财报电话会上，李斌也谈到了换电亏损的问题。一是因为初期交付产品时给用户提供了终身免费换电服务，二是因为这两年认识到换电网络对卖车的助力非常大，于是对换电站进行了超前布局。</p>\n<p>今年在经营压力下，蔚来放慢了在建设换电站方面的脚步，原本年初计划新增1000座换电站，但截至8月末，蔚来今年新建的换电站不到200座。</p>\n<p>此前秦力洪曾表示，蔚来一代换电站的建设成本约为300万元。如果按照第三代换电站建设成本150万元，全年新建1000个来算，光建设成本就要15亿元，还不包括后期的维护和运营费用。</p>\n<p>更为重要的是，以目前的需求量不足以摊平其换电成本。现在单座换电站要实现日均超60次换电，才能盈亏平衡。今年8月蔚来公布的数据，目前蔚来换电站日均换电次数约为7.9万次，折算到单站上大约31.6次，离盈利还有一半的距离。</p>\n<p>不过，在二季度财报会上李斌的回复颇为乐观，目前蔚来在中国已经有2500个换电站，现在的单站日均换电量约为30-40单，从30-40单增长到日均60单的差距不会很大。“单个换电站实现盈亏平衡并不远。”</p>\n<p>为了盘活换电体系的效能，蔚来也在尝试更多路径。一方面开放换电网络，到今年9月，蔚来已经与一汽、长安、吉利等9家企业结成换电联盟。但是其他企业的换电车型也得等到2025年才上市，现阶段李斌的压力不容小觑。</p>\n<p>另一方面，今年8月，蔚来能源正式推出加电合伙人计划，向全社会开放充换电站合作。</p>\n<p>今年5月31日，蔚来再次宣布新的投资者进场，并引起武汉光创新兴技术一期创业投资基金合伙企业（有限合伙）等机构15亿元人民币战略投资。蔚来宣布资金将用于充电、换电、储能、电池服务等，并支持车网互动创新业务的投入，助力蔚来能源高速发展。</p>\n<p>在蔚来的描述中，换电是自己的先发优势，面向新十年，这也是可能影响到蔚来成败的关键点。</p>\n</body></html>","source":"lanjinger_stock","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>乐道，能缓解李斌的焦虑吗？</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; 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乐道，能缓解李斌的焦虑吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-12 10:45 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.lanjinger.com/d/240091><strong>蓝鲸财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者|豹变 朱晓宇‍‍\n\n再过两个月，蔚来就将满十周年。\n对于蔚来来说，过去十年走得跌宕起伏，曾经一度市值超过1000亿美元，成为中高端品牌里耀眼的新星，也曾几度走入“死胡同”，破产传闻不断，甚至在今年8月末，蔚来仍遭遇这样的谣言困扰。\n谣言，一定程度与持续亏损的业绩所带来的经营压力相关。\n2023年蔚来汽车的全年业绩亏损创下了历史之最，今年一季度情况也没有明显好转。好在二季度，随着汽车销量的回升...</p>\n\n<a href=\"https://www.lanjinger.com/d/240091\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","BITA":"易车","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","BK4555":"新能源车","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4509":"腾讯概念","BK4588":"碎股","BK4526":"热门中概股","BK4574":"无人驾驶","NIO":"蔚来","BK4505":"高瓴资本持仓","BK4504":"桥水持仓","BK4581":"高盛持仓","09866":"蔚来-SW","BK4099":"汽车制造商","NIO.SI":"蔚来","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0052750758.USD":"富兰克林中国基金A Acc","BK4548":"巴美列捷福持仓","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM"},"source_url":"https://www.lanjinger.com/d/240091","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2466121886","content_text":"作者|豹变 朱晓宇‍‍\n\n再过两个月，蔚来就将满十周年。\n对于蔚来来说，过去十年走得跌宕起伏，曾经一度市值超过1000亿美元，成为中高端品牌里耀眼的新星，也曾几度走入“死胡同”，破产传闻不断，甚至在今年8月末，蔚来仍遭遇这样的谣言困扰。\n谣言，一定程度与持续亏损的业绩所带来的经营压力相关。\n2023年蔚来汽车的全年业绩亏损创下了历史之最，今年一季度情况也没有明显好转。好在二季度，随着汽车销量的回升，蔚来财报展现出了一定的修复。营收同比几乎翻倍，实现174.5亿元，环比增长76.1%，创下单季营收历史新高。调整后净亏损同比收窄16.7%至45.4亿元。\n作为中概股中最后一个公布财报的焦点公司，蔚来这份二季度答卷也迎来市场的积极反馈。财报公布后，蔚来股价连续上涨。\n面向新十年之路，蔚来仍旧麻烦重重，降本增效之外，蔚来没有找到长久持续的造血之道，也没有堵住最大的失血点。承载着销量希望的乐道和主打更下沉市场的子品牌萤火虫，能给蔚来带来多少增量？\n\n蔚来积极卖车止血\n为了卖车，自今年初开始蔚来创始人李斌疯狂出镜，不是在拍视频，就是做直播。\n2023年下半年以来，蔚来推进了一系列更加激进的销售政策调整。今年3月中旬，蔚来优化了BaaS租赁方案的费用，下调了BaaS租金约26%-33%，打出降价牌。\n这些终于在今年二季度看到了效果。从今年5月开始，蔚来的新车交付量稳定地达到了2万以上。截至8月末，已经连续4个月，守住2万关口。\n为了更好地卖车，蔚来在过去两年一直致力于“让价格更具竞争力”。2023年蔚来汽车的单车均价从2022年的37.2万元下降到30.8万元。今年二季度，蔚来的单车均价则掉到了27.3万元。如果再算上换电权益，蔚来的汽车将更具有性价比。\n二季度蔚来整车销量迎来了显著增长，当季完成5.74万辆交付，同比增长144%。销量的上升，给蔚来的财务数据带来极大修复。\n今年二季度财报显示，蔚来营收高达174.5亿，同比大增98.9%，基本实现翻番。同季度蔚来汽车经营亏损，从2023年二季度的60.74亿元减少到今年二季度的52.09亿元，同比收窄14.2%，环比减少3.4%。\n一直以来，高投入成为蔚来鲜明的标签，今年二季度的财务表现显示，蔚来确实在降本增效。当期蔚来的研发投入为32.19亿元，比去年同期缩窄了3.8%。今年上半年，蔚来在研发方面的总投入为60.83亿元。相比去年同期的64.2亿元，已经开始小幅下降。\n但二季度，公司销售、一般和管理费用达到37.58亿元，同比增长三成，环比增长25.4%。\n蔚来对此回应：销管费用的增长主要来自人力成本和传播费用。一方面是销量的提升导致销售人员的数量以及奖金都被进一步提升；另一方面，蔚来多款新车上市，线上和线下的传播费用也在显著增长。\n本季度三费共计近70亿，环比上季度增加11亿元。蔚来也表示，公司已经开始谨慎控制投入节奏，并且已经在有些项目上采取了推迟或取消等削减成本的方法。\n这十年，蔚来处在不断投入，不断亏损，不断融资的路上。\n回顾2018年至2023年，蔚来净亏损分别达到96.39亿元、112.96亿元、53.04亿元、40.17亿元、144.37亿元和207.20亿元。六年亏损共计超过650亿元。再加上今年前两个季度的51.85亿和50.5亿元，共计达到752.35亿元。\n三家新势力中，仅有蔚来一家在上市之后仍不断融资。\n截至6月底，小鹏、蔚来、理想三家的现金储备分别为373.3亿元、416亿元以及973亿元。虽然蔚来的现金储备高于小鹏，但值得注意的是，这笔资金还包含了2023年末从中东土豪融来的近160亿元。\n不断地亏损，也逼迫蔚来必须集中火力卖车改善财务状况。\n财报电话分析会上，李斌预计第三季度的总交付量将再创新高，进一步巩固和扩大市场份额。\n\n乐道，能缓解李斌焦虑吗？\n根据乘联会的统计，2023年中国新能源市场中“大于等于30万元以上”的豪华车市场，全年总零售销量为101.63万辆。售价大于30万元的纯电SUV市场2023年全年总销量仅27.19万辆，销量上涨了6.43万辆。\n更大的增量市场在30万元以下。也就是说，一直以来对标BBA的蔚来主品牌，如果仅深耕30万元以上的纯电SUV，很难在市场中获得更高的占有率。因此，推出售价更低的车型，则成为蔚来汽车的发展之重。\n从并列的“蔚小理”三家情况来看，理想的销量一直领跑，不久前小鹏发布了11.98万元起售的新车型，上市48小时大定超过3万台，高兴得何小鹏在内部举办了庆功会。\n然而友商的成功也给李斌带来不小的压力。\n今年6月，蔚来推出了21.99万起售的第二品牌乐道，乐道意在主流家庭的中端市场，乐道的负责人艾铁成在接受采访时称，开始预售不到24小时预售量就超出了预期的2-3倍，但具体数量并没有对外公布。\n乐道品牌首款车型L60于9月19日正式上市，并将于9月底开启交付。李斌预期今年下半年将交付总共2万台L60。这个交付量估计在三季度体现得较少，更多会影响四季度财报情况。\n财报电话会介绍了乐道L60的产能规划，F2工厂已经开启双班。\n乐道所处的价格带竞争激烈，而未来至少月销量达到2万到3万辆才能实现盈亏平衡，对蔚来来说挑战并不小。\n此外，蔚来的第三品牌萤火虫预计在2025年交付，这一步棋主打更下沉的市场。届时蔚来将实现三品牌战略，覆盖14万元-80万元的价格区间，如果采用BaaS模式，价格带可以覆盖10万-70万元价格区间。\n多品牌多维度，在高中低市场中竞争，有望对蔚来的销量带来极大提振。不过，能不能让蔚来实现盈利，市场仍有所质疑。\n这其中的关键点在于蔚来能不能控制好成本。而二季度财报中，蔚来的费用控制不及预期。\n数据显示，二季度整车毛利率提升至12.2%，环比提升3个百分点，同比提升6个百分点。但相较同期小米、理想和小鹏分别实现的15.4%、18.7%和14%的整车毛利率，还是存在差距。\n更为关键的是，蔚来二季度毛利润环比增长12亿元，几乎被研发和销管费用的增加所抵消。招银国际在一份研报表示，如果这种模式继续下去，“我们估计即使蔚来可以实现40万台的年度销量，也仍然无法盈利”。\n研报预计蔚来明年销量有望增长54%至34.2万台，考虑到中低端品牌将拉低平均售价，预计明年收入将同比增长34%。即使假设2025年毛利率将继续改善1.4个百分点至11.1%，并保守假设研发和销管费用率收窄8个百分点至32.2%（明年更多新车或将大幅增加支出），明年的净亏损或仍将达到167亿元。\n\n换电业务，离盈利还有多远？\n前不久，小鹏推出走量款的MONA M03，主打一个智驾平替概念，花十几万就能感受到智驾。\n蔚来卖乐道L60，主打一个价格亲民，21.99万的起售价，如果算上BaaS方案，价格还能下探，这个价格下能体验换电，不知道消费者愿不愿意买单。\n换电，是蔚来的标签。为了打造换电体系，蔚来不惜重金投入。\n在二季度财报电话会上，李斌也谈到了换电亏损的问题。一是因为初期交付产品时给用户提供了终身免费换电服务，二是因为这两年认识到换电网络对卖车的助力非常大，于是对换电站进行了超前布局。\n今年在经营压力下，蔚来放慢了在建设换电站方面的脚步，原本年初计划新增1000座换电站，但截至8月末，蔚来今年新建的换电站不到200座。\n此前秦力洪曾表示，蔚来一代换电站的建设成本约为300万元。如果按照第三代换电站建设成本150万元，全年新建1000个来算，光建设成本就要15亿元，还不包括后期的维护和运营费用。\n更为重要的是，以目前的需求量不足以摊平其换电成本。现在单座换电站要实现日均超60次换电，才能盈亏平衡。今年8月蔚来公布的数据，目前蔚来换电站日均换电次数约为7.9万次，折算到单站上大约31.6次，离盈利还有一半的距离。\n不过，在二季度财报会上李斌的回复颇为乐观，目前蔚来在中国已经有2500个换电站，现在的单站日均换电量约为30-40单，从30-40单增长到日均60单的差距不会很大。“单个换电站实现盈亏平衡并不远。”\n为了盘活换电体系的效能，蔚来也在尝试更多路径。一方面开放换电网络，到今年9月，蔚来已经与一汽、长安、吉利等9家企业结成换电联盟。但是其他企业的换电车型也得等到2025年才上市，现阶段李斌的压力不容小觑。\n另一方面，今年8月，蔚来能源正式推出加电合伙人计划，向全社会开放充换电站合作。\n今年5月31日，蔚来再次宣布新的投资者进场，并引起武汉光创新兴技术一期创业投资基金合伙企业（有限合伙）等机构15亿元人民币战略投资。蔚来宣布资金将用于充电、换电、储能、电池服务等，并支持车网互动创新业务的投入，助力蔚来能源高速发展。\n在蔚来的描述中，换电是自己的先发优势，面向新十年，这也是可能影响到蔚来成败的关键点。","news_type":1},"isVote":1,"tweetType":1,"viewCount":547,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":348028418752776,"gmtCreate":1726010467175,"gmtModify":1726010468917,"author":{"id":"3442974577839237","authorId":"3442974577839237","name":"我想我是爱琴海","avatar":"https://static.tigerbbs.com/6b0659c9c2b0dffdf184edfdfc348277","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3442974577839237","authorIdStr":"3442974577839237"},"themes":[],"htmlText":"华而不实为所欲为","listText":"华而不实为所欲为","text":"华而不实为所欲为","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/348028418752776","repostId":"2466143415","repostType":2,"repost":{"id":"2466143415","kind":"news","pubTimestamp":1726009660,"share":"https://www.laohu8.com/m/news/2466143415?lang=&edition=full","pubTime":"2024-09-11 07:07","market":"us","language":"zh","title":"和华为比，苹果其实是典型大公司病了","url":"https://stock-news.laohu8.com/highlight/detail?id=2466143415","media":"前HR随笔","summary":"苹果其实是典型大公司病了：9月10苹果发布了iPhone16，同一天华为发布了华为三折叠手机，两个公司的创新简直天上地下一样；对，全球股价和利润之王创新在地上，被美国绞杀的华为创新捅破天。甚至华为智驾搞得风生水起，而苹果因为智驾研发失败，宣布结束造车计划。所以，苹果这个公司，其实就是大公司病非常严重，打着稳健的口号基本没有太多作为。","content":"<html><body><p><a href=\"https://laohu8.com/S/AAPL\">苹果</a>其实是典型大公司病了：9月10苹果发布了iPhone16，同一天华为发布了华为三折叠手机，两个公司的创新简直天上地下一样；对，全球股价和利润之王创新在地上，被美国绞杀的华为创新捅破天。如果不了解背景的，还以为被制裁的是苹果呢。</p><p><img src=\"https://x0.ifengimg.com/ucms/2024_37/875E1F5274124610A41169DEC305B4BA3B8DADB3_size124_w720_h1983.jpg\"/></p><p><img src=\"https://x0.ifengimg.com/ucms/2024_37/EFAB0F9CAB7FE051174122BC75FD307313810F2B_size41_w1080_h618.jpg\"/></p><p>华为这次华为三折叠手机相当于一个1/2/3屏手机和10寸平板组合，工作量非常大，特别在薄并如何大和轻方面做了大量创新。</p><p>而这次苹果iPhone16系列创新之少令人惊讶，简直不如很多公司的半年迭代小创新。外观还是那个令人失望万年不变的外观，认为其比上一代最大创新点AI买的Open AI，半成品差不多。照相抄华为5年前P30Pro路子，就是多摄像头+5倍光学变焦，这次就比iPhone15拍照好一点；然后屏幕更大，电池更大，续航比上更好点。</p><p><img src=\"https://x0.ifengimg.com/ucms/2024_37/77CFF3AB2E587223437DA5869917FA381071DC8A_size76_w1080_h674.jpg\"/></p><p>就这些，你敢相信是号称信息产业龙头，每年利润超过千亿美元、市值3万亿美元的苹果年度最重要产品的创新点吗？绝大多数业界观察人士都认为太不可思议了，这个公司研发干什么了，这是啥玩意。</p><p><img src=\"https://x0.ifengimg.com/ucms/2024_37/A759B83AC88F82AAA518FC479B4887399DF5D8AE_size182_w928_h1222.jpg\"/></p><p>以前苹果创新远不如华为，还有个研发投入不如华为的托词，去年苹果研发投入超过华为；那就是只有一个问题了，严重的大企业病。出现大企业病几个明显特征，可以看几方面：</p><p>第一，一个手机基带多年没有攻克，持续向<a href=\"https://laohu8.com/S/QCOM\">高通</a>购买。当时买<a href=\"https://laohu8.com/S/INTC\">英特尔</a>4G基带业务后捂着鼻子用几年，信号实在差到难以忍受。然后，等5G来后，苹果搞不定5G基带，又一次怂了，再次买高通的基带。</p><p>可是5G基带全球有4个公司搞定啊，华为、高通、联发科、展锐都搞定。尤其展锐公司的5G研发费用连苹果一个零头都没有，却一样搞定5G全网通处理器，还规模出货。苹果这个公司基带研发人员简直就是养猪场，一事无成。</p><p>第二，万年信号不好。苹果信号不好问题消费者吐槽多少年了，但是他们这些年改进了吗？没有。他们发现华为手机信号好是因为有天线分集技术，还专门点名买华为这个专利许可权，提升了，但是就是信号还是在主流厂家最差，更不能和华为比了。</p><p>第三，在照相上，腆着脸跟着华为走。多摄像头、高倍长焦、微距、大底、夜拍、AI影像和计算影像，全部都是华为走在前面，然后苹果扭扭捏捏最终跟着走。一个龙头公司啊，手机摄影这么多创关键大新点，居然都是华为在引领，苹果在跟随，越想越不可思议。</p><p>第四、AI创新失败是大失败。苹果如果不善于硬件创新，那么A这种关键技术居然也躺平了，宣布投降，选择和open AI合作，这多丢脸啊。对比之下，华为有升腾AI芯片，有盘古大模型。甚至华为智驾搞得风生水起，而苹果因为智驾研发失败，宣布结束造车计划。</p><p>AI这种未来技术都干不好，至于快充十年如一日的五伏一安简直就是业界笑话，被敲打到现在才提升上去。口罩时期，他们连屏幕加个指纹这种创新都无法提供，更别提了远不如安卓的各种微创新了。他们的多屏互动、设备流转等很多功能点被消费者认为赤裸裸抄袭了鸿蒙系统。</p><p>所以，苹果这个公司，其实就是大公司病非常严重，打着稳健的口号基本没有太多作为。如果不是因为有iOS生态老本，特别如不是因为美国通过国家行为政治干预市场竞争，全面绞杀华为，今日的苹果一定会非常差。</p></body></html>","source":"fenghuang_stock","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>和华为比，苹果其实是典型大公司病了</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和华为比，苹果其实是典型大公司病了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-11 07:07 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8cmSZpL9v9B><strong>前HR随笔</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>苹果其实是典型大公司病了：9月10苹果发布了iPhone16，同一天华为发布了华为三折叠手机，两个公司的创新简直天上地下一样；对，全球股价和利润之王创新在地上，被美国绞杀的华为创新捅破天。如果不了解背景的，还以为被制裁的是苹果呢。华为这次华为三折叠手机相当于一个1/2/3屏手机和10寸平板组合，工作量非常大，特别在薄并如何大和轻方面做了大量创新。而这次苹果iPhone16系列创新之少令人惊讶，简直...</p>\n\n<a href=\"https://tech.ifeng.com/c/8cmSZpL9v9B\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4515":"5G概念","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4553":"喜马拉雅资本持仓","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK4571":"数字音乐概念","IE00B4YYXB79.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) ACC","BK4507":"流媒体概念","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","BK4576":"AR","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4566":"资本集团","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","NVDA":"英伟达","BK4559":"巴菲特持仓","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","BK4550":"红杉资本持仓","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) INC","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","BK4512":"苹果概念","AAPL":"苹果","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC"},"source_url":"https://tech.ifeng.com/c/8cmSZpL9v9B","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2466143415","content_text":"苹果其实是典型大公司病了：9月10苹果发布了iPhone16，同一天华为发布了华为三折叠手机，两个公司的创新简直天上地下一样；对，全球股价和利润之王创新在地上，被美国绞杀的华为创新捅破天。如果不了解背景的，还以为被制裁的是苹果呢。华为这次华为三折叠手机相当于一个1/2/3屏手机和10寸平板组合，工作量非常大，特别在薄并如何大和轻方面做了大量创新。而这次苹果iPhone16系列创新之少令人惊讶，简直不如很多公司的半年迭代小创新。外观还是那个令人失望万年不变的外观，认为其比上一代最大创新点AI买的Open AI，半成品差不多。照相抄华为5年前P30Pro路子，就是多摄像头+5倍光学变焦，这次就比iPhone15拍照好一点；然后屏幕更大，电池更大，续航比上更好点。就这些，你敢相信是号称信息产业龙头，每年利润超过千亿美元、市值3万亿美元的苹果年度最重要产品的创新点吗？绝大多数业界观察人士都认为太不可思议了，这个公司研发干什么了，这是啥玩意。以前苹果创新远不如华为，还有个研发投入不如华为的托词，去年苹果研发投入超过华为；那就是只有一个问题了，严重的大企业病。出现大企业病几个明显特征，可以看几方面：第一，一个手机基带多年没有攻克，持续向高通购买。当时买英特尔4G基带业务后捂着鼻子用几年，信号实在差到难以忍受。然后，等5G来后，苹果搞不定5G基带，又一次怂了，再次买高通的基带。可是5G基带全球有4个公司搞定啊，华为、高通、联发科、展锐都搞定。尤其展锐公司的5G研发费用连苹果一个零头都没有，却一样搞定5G全网通处理器，还规模出货。苹果这个公司基带研发人员简直就是养猪场，一事无成。第二，万年信号不好。苹果信号不好问题消费者吐槽多少年了，但是他们这些年改进了吗？没有。他们发现华为手机信号好是因为有天线分集技术，还专门点名买华为这个专利许可权，提升了，但是就是信号还是在主流厂家最差，更不能和华为比了。第三，在照相上，腆着脸跟着华为走。多摄像头、高倍长焦、微距、大底、夜拍、AI影像和计算影像，全部都是华为走在前面，然后苹果扭扭捏捏最终跟着走。一个龙头公司啊，手机摄影这么多创关键大新点，居然都是华为在引领，苹果在跟随，越想越不可思议。第四、AI创新失败是大失败。苹果如果不善于硬件创新，那么A这种关键技术居然也躺平了，宣布投降，选择和open AI合作，这多丢脸啊。对比之下，华为有升腾AI芯片，有盘古大模型。甚至华为智驾搞得风生水起，而苹果因为智驾研发失败，宣布结束造车计划。AI这种未来技术都干不好，至于快充十年如一日的五伏一安简直就是业界笑话，被敲打到现在才提升上去。口罩时期，他们连屏幕加个指纹这种创新都无法提供，更别提了远不如安卓的各种微创新了。他们的多屏互动、设备流转等很多功能点被消费者认为赤裸裸抄袭了鸿蒙系统。所以，苹果这个公司，其实就是大公司病非常严重，打着稳健的口号基本没有太多作为。如果不是因为有iOS生态老本，特别如不是因为美国通过国家行为政治干预市场竞争，全面绞杀华为，今日的苹果一定会非常差。","news_type":1},"isVote":1,"tweetType":1,"viewCount":519,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":317755919024376,"gmtCreate":1718616179348,"gmtModify":1718616180807,"author":{"id":"3442974577839237","authorId":"3442974577839237","name":"我想我是爱琴海","avatar":"https://static.tigerbbs.com/6b0659c9c2b0dffdf184edfdfc348277","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3442974577839237","authorIdStr":"3442974577839237"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 8.8号以后","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 8.8号以后","text":"$特斯拉(TSLA)$ 8.8号以后","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/317755919024376","isVote":1,"tweetType":1,"viewCount":995,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316953262288976,"gmtCreate":1718420216545,"gmtModify":1718420218690,"author":{"id":"3442974577839237","authorId":"3442974577839237","name":"我想我是爱琴海","avatar":"https://static.tigerbbs.com/6b0659c9c2b0dffdf184edfdfc348277","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3442974577839237","authorIdStr":"3442974577839237"},"themes":[],"htmlText":"10年后老虎伴我财务自由","listText":"10年后老虎伴我财务自由","text":"10年后老虎伴我财务自由","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316953262288976","isVote":1,"tweetType":1,"viewCount":717,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316641878708272,"gmtCreate":1718332805480,"gmtModify":1718332808117,"author":{"id":"3442974577839237","authorId":"3442974577839237","name":"我想我是爱琴海","avatar":"https://static.tigerbbs.com/6b0659c9c2b0dffdf184edfdfc348277","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3442974577839237","authorIdStr":"3442974577839237"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/3493105510369083\">@Aureliano</a>:打什么脸，她之前预测的特斯拉目标股价都实现了。//<a href=\"https://laohu8.com/U/3493105510369083\">@Aureliano</a>:这位姐都被打脸多少次了……","listText":"Replying to <a href=\"https://laohu8.com/U/3493105510369083\">@Aureliano</a>:打什么脸，她之前预测的特斯拉目标股价都实现了。//<a href=\"https://laohu8.com/U/3493105510369083\">@Aureliano</a>:这位姐都被打脸多少次了……","text":"Replying to @Aureliano:打什么脸，她之前预测的特斯拉目标股价都实现了。//@Aureliano:这位姐都被打脸多少次了……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316641878708272","isVote":1,"tweetType":1,"viewCount":1013,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":957527398,"gmtCreate":1593512351314,"gmtModify":1704202182235,"author":{"id":"3442974577839237","authorId":"3442974577839237","name":"我想我是爱琴海","avatar":"https://static.tigerbbs.com/6b0659c9c2b0dffdf184edfdfc348277","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3442974577839237","idStr":"3442974577839237"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>耐心等着美国搞中概股吧，法案通过应该不远了。","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>耐心等着美国搞中概股吧，法案通过应该不远了。","text":"$拼多多(PDD)$耐心等着美国搞中概股吧，法案通过应该不远了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/957527398","isVote":1,"tweetType":1,"viewCount":3668,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3500012436383415","authorId":"3500012436383415","name":"飞翔之羽","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"authorIdStr":"3500012436383415","idStr":"3500012436383415"},"content":"知道股价被操纵，就更不能做空了。除非sec调查实锤","text":"知道股价被操纵，就更不能做空了。除非sec调查实锤","html":"知道股价被操纵，就更不能做空了。除非sec调查实锤"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":970014730,"gmtCreate":1597489495820,"gmtModify":1704215955783,"author":{"id":"3442974577839237","authorId":"3442974577839237","name":"我想我是爱琴海","avatar":"https://static.tigerbbs.com/6b0659c9c2b0dffdf184edfdfc348277","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3442974577839237","idStr":"3442974577839237"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>完蛋吧pdd","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>完蛋吧pdd","text":"$拼多多(PDD)$完蛋吧pdd","images":[{"img":"https://static.tigerbbs.com/2393bb0de773dce211df4d4114b9e59f","width":"1080","height":"2400"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/970014730","isVote":1,"tweetType":1,"viewCount":2879,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3495186394714670","authorId":"3495186394714670","name":"秋果华硕","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3495186394714670","idStr":"3495186394714670"},"content":"支持索赔，pdd欺骗，万人团购却只给5台，这是抽奖不是团购，典型的拉人头套客户信息","text":"支持索赔，pdd欺骗，万人团购却只给5台，这是抽奖不是团购，典型的拉人头套客户信息","html":"支持索赔，pdd欺骗，万人团购却只给5台，这是抽奖不是团购，典型的拉人头套客户信息"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":383011114447072,"gmtCreate":1734537790090,"gmtModify":1734537801284,"author":{"id":"3442974577839237","authorId":"3442974577839237","name":"我想我是爱琴海","avatar":"https://static.tigerbbs.com/6b0659c9c2b0dffdf184edfdfc348277","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3442974577839237","idStr":"3442974577839237"},"themes":[],"htmlText":"我开仓了2手<a href=\"https://laohu8.com/OPT/TSLA 20241227 385.0 PUT\">$TSLA 20241227 385.0 PUT$&nbsp;</a>,来看看我最新分享的订单！","listText":"我开仓了2手<a href=\"https://laohu8.com/OPT/TSLA 20241227 385.0 PUT\">$TSLA 20241227 385.0 PUT$&nbsp;</a>,来看看我最新分享的订单！","text":"我开仓了2手$TSLA 20241227 385.0 PUT$ ,来看看我最新分享的订单！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/383011114447072","isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":151139,"gmtCreate":1516895132522,"gmtModify":1704888246601,"author":{"id":"3442974577839237","authorId":"3442974577839237","name":"我想我是爱琴海","avatar":"https://static.tigerbbs.com/6b0659c9c2b0dffdf184edfdfc348277","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3442974577839237","idStr":"3442974577839237"},"themes":[],"htmlText":"$迅雷(XNET)$ 玩客云京东还有600多万预定的啊","listText":"$迅雷(XNET)$ 玩客云京东还有600多万预定的啊","text":"$迅雷(XNET)$ 玩客云京东还有600多万预定的啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/151139","isVote":1,"tweetType":1,"viewCount":1724,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3474981574690462","authorId":"3474981574690462","name":"面面啊","avatar":"https://static.tigerbbs.com/4e79f7bc67d75789c933a9e977a858ca","crmLevel":8,"crmLevelSwitch":1,"authorIdStr":"3474981574690462","idStr":"3474981574690462"},"content":"600万预定能抢到发货的是多少？能转换的利润是多少？真靠399能挂硬盘的路由器能拉升几倍市值？","text":"600万预定能抢到发货的是多少？能转换的利润是多少？真靠399能挂硬盘的路由器能拉升几倍市值？","html":"600万预定能抢到发货的是多少？能转换的利润是多少？真靠399能挂硬盘的路由器能拉升几倍市值？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":692436699,"gmtCreate":1641148653905,"gmtModify":1641148653905,"author":{"id":"3442974577839237","authorId":"3442974577839237","name":"我想我是爱琴海","avatar":"https://static.tigerbbs.com/6b0659c9c2b0dffdf184edfdfc348277","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3442974577839237","idStr":"3442974577839237"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>yyds","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>yyds","text":"$特斯拉(TSLA)$yyds","images":[{"img":"https://static.tigerbbs.com/6610f51d0b5a7f86a70147b1bd9fe2f0","width":"1080","height":"1873"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/692436699","isVote":1,"tweetType":1,"viewCount":1177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":940000462,"gmtCreate":1593598837756,"gmtModify":1704202488088,"author":{"id":"3442974577839237","authorId":"3442974577839237","name":"我想我是爱琴海","avatar":"https://static.tigerbbs.com/6b0659c9c2b0dffdf184edfdfc348277","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3442974577839237","idStr":"3442974577839237"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>外国公司责任法～中概股暴雷快来喽","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>外国公司责任法～中概股暴雷快来喽","text":"$拼多多(PDD)$外国公司责任法～中概股暴雷快来喽","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/940000462","isVote":1,"tweetType":1,"viewCount":2943,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"11965178738539","authorId":"11965178738539","name":"跌跌跌888","avatar":"https://static.tigerbbs.com/b29056b74f08abbc89687e10a0bf2f02","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"11965178738539","idStr":"11965178738539"},"content":"拼多多还好吧，补贴换gmv和用户，谈不上作假","text":"拼多多还好吧，补贴换gmv和用户，谈不上作假","html":"拼多多还好吧，补贴换gmv和用户，谈不上作假"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":155701439,"gmtCreate":1625451574621,"gmtModify":1625451574621,"author":{"id":"3442974577839237","authorId":"3442974577839237","name":"我想我是爱琴海","avatar":"https://static.tigerbbs.com/6b0659c9c2b0dffdf184edfdfc348277","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3442974577839237","idStr":"3442974577839237"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a> 猜个结果，滴滴启动香港上市计划","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a> 猜个结果，滴滴启动香港上市计划","text":"$滴滴(DIDI)$ 猜个结果，滴滴启动香港上市计划","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/155701439","isVote":1,"tweetType":1,"viewCount":4711,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3467196079326604","authorId":"3467196079326604","name":"wonderomg","avatar":"https://static.tigerbbs.com/420c69539fb1a3a1a1770098c32ba012","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3467196079326604","idStr":"3467196079326604"},"content":"本来最开始先选择赴港的，审计比较麻烦，说还会影响估值，所以选择赴美，细思恐极[财迷]","text":"本来最开始先选择赴港的，审计比较麻烦，说还会影响估值，所以选择赴美，细思恐极[财迷]","html":"本来最开始先选择赴港的，审计比较麻烦，说还会影响估值，所以选择赴美，细思恐极[财迷]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":949067095,"gmtCreate":1594102366817,"gmtModify":1704203914045,"author":{"id":"3442974577839237","authorId":"3442974577839237","name":"我想我是爱琴海","avatar":"https://static.tigerbbs.com/6b0659c9c2b0dffdf184edfdfc348277","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3442974577839237","idStr":"3442974577839237"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>辣鸡拼多多发垃圾短信，从没用过pdd，从哪买的我的手机号码。","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>辣鸡拼多多发垃圾短信，从没用过pdd，从哪买的我的手机号码。","text":"$拼多多(PDD)$辣鸡拼多多发垃圾短信，从没用过pdd，从哪买的我的手机号码。","images":[{"img":"https://static.tigerbbs.com/f2dd1b2b1eb9ab409c429f4704f6610b","width":"1080","height":"2040"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/949067095","isVote":1,"tweetType":1,"viewCount":1680,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":956315910,"gmtCreate":1591581990330,"gmtModify":1704195967497,"author":{"id":"3442974577839237","authorId":"3442974577839237","name":"我想我是爱琴海","avatar":"https://static.tigerbbs.com/6b0659c9c2b0dffdf184edfdfc348277","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3442974577839237","idStr":"3442974577839237"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>[无语]&nbsp;","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>[无语]&nbsp;","text":"$拼多多(PDD)$[无语]","images":[{"img":"https://static.tigerbbs.com/fb56d2850682024efa0e35159f4ab230","width":"1840","height":"1005"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/956315910","isVote":1,"tweetType":1,"viewCount":1122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":256053726269752,"gmtCreate":1703547673195,"gmtModify":1703547676146,"author":{"id":"3442974577839237","authorId":"3442974577839237","name":"我想我是爱琴海","avatar":"https://static.tigerbbs.com/6b0659c9c2b0dffdf184edfdfc348277","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3442974577839237","idStr":"3442974577839237"},"themes":[],"htmlText":"继续加油拿奖，期待中奖","listText":"继续加油拿奖，期待中奖","text":"继续加油拿奖，期待中奖","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/256053726269752","isVote":1,"tweetType":1,"viewCount":872,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316479519564080,"gmtCreate":1718293244853,"gmtModify":1718293246749,"author":{"id":"3442974577839237","authorId":"3442974577839237","name":"我想我是爱琴海","avatar":"https://static.tigerbbs.com/6b0659c9c2b0dffdf184edfdfc348277","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3442974577839237","idStr":"3442974577839237"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 相信老马带领下一个10倍","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 相信老马带领下一个10倍","text":"$特斯拉(TSLA)$ 相信老马带领下一个10倍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316479519564080","isVote":1,"tweetType":1,"viewCount":782,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316479743766736,"gmtCreate":1718293222346,"gmtModify":1718293224409,"author":{"id":"3442974577839237","authorId":"3442974577839237","name":"我想我是爱琴海","avatar":"https://static.tigerbbs.com/6b0659c9c2b0dffdf184edfdfc348277","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3442974577839237","idStr":"3442974577839237"},"themes":[],"htmlText":"换电无未来，蔚来破产吧","listText":"换电无未来，蔚来破产吧","text":"换电无未来，蔚来破产吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316479743766736","isVote":1,"tweetType":1,"viewCount":1268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":315216778080536,"gmtCreate":1717988185704,"gmtModify":1717988187312,"author":{"id":"3442974577839237","authorId":"3442974577839237","name":"我想我是爱琴海","avatar":"https://static.tigerbbs.com/6b0659c9c2b0dffdf184edfdfc348277","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3442974577839237","idStr":"3442974577839237"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>长期投资者，逢低加仓","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>长期投资者，逢低加仓","text":"$特斯拉(TSLA)$ 长期投资者，逢低加仓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/315216778080536","isVote":1,"tweetType":1,"viewCount":1370,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377092838,"gmtCreate":1619483551424,"gmtModify":1619483551424,"author":{"id":"3442974577839237","authorId":"3442974577839237","name":"我想我是爱琴海","avatar":"https://static.tigerbbs.com/6b0659c9c2b0dffdf184edfdfc348277","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3442974577839237","idStr":"3442974577839237"},"themes":[],"htmlText":"你赔车不应该吗","listText":"你赔车不应该吗","text":"你赔车不应该吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377092838","repostId":"2130095346","repostType":2,"repost":{"id":"2130095346","kind":"news","pubTimestamp":1619482721,"share":"https://www.laohu8.com/m/news/2130095346?lang=&edition=full","pubTime":"2021-04-27 08:18","market":"us","language":"zh","title":"对话特斯拉维权女车主：看守所听到道歉很感动，没想到下午就让我赔车","url":"https://stock-news.laohu8.com/highlight/detail?id=2130095346","media":"封面新闻","summary":"封芒视频丨对话被拘5日的特斯拉维权女车主：看守所听到道歉很感动，没想到下午就让我赔车对话被拘5日的特斯拉维权女车主：看守所听到道歉很感动，没想到下午就让我赔车","content":"<html><body><span><img src=\"http://p3.ivideo.sina.com.cn/video/389/993/191/389993191_400_300.jpg\"/></span><p>封芒视频丨对话被拘5日的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>维权女车主：看守所听到道歉很感动，没想到下午就让我赔车</p><p>对话被拘5日的特斯拉维权女车主：看守所听到道歉很感动，没想到下午就让我赔车</p></body></html>","source":"sina_symbol","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>对话特斯拉维权女车主：看守所听到道歉很感动，没想到下午就让我赔车</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对话特斯拉维权女车主：看守所听到道歉很感动，没想到下午就让我赔车\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-27 08:18 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/chanjing/gsnews/2021-04-27/doc-ikmxzfmk9162746.shtml><strong>封面新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>封芒视频丨对话被拘5日的特斯拉维权女车主：看守所听到道歉很感动，没想到下午就让我赔车对话被拘5日的特斯拉维权女车主：看守所听到道歉很感动，没想到下午就让我赔车</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/chanjing/gsnews/2021-04-27/doc-ikmxzfmk9162746.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3e707b08b9b2e46de2e172fbe3a489c3","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/chanjing/gsnews/2021-04-27/doc-ikmxzfmk9162746.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2130095346","content_text":"封芒视频丨对话被拘5日的特斯拉维权女车主：看守所听到道歉很感动，没想到下午就让我赔车对话被拘5日的特斯拉维权女车主：看守所听到道歉很感动，没想到下午就让我赔车","news_type":1},"isVote":1,"tweetType":1,"viewCount":2785,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":949188760,"gmtCreate":1594193223050,"gmtModify":1704204304357,"author":{"id":"3442974577839237","authorId":"3442974577839237","name":"我想我是爱琴海","avatar":"https://static.tigerbbs.com/6b0659c9c2b0dffdf184edfdfc348277","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3442974577839237","idStr":"3442974577839237"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>港股科技股大涨 市场在卖空？腾讯上午遭卖空超10亿港元经南都记者查阅数据获悉，腾讯港股于昨日(7月7日)全日卖空交易股数为270万股，卖空成交金额为14.11亿港元，占腾讯全日交易额131.3亿港元的10.75%。这意味着，腾讯今日上午交易时间段的卖空金额，已接近昨日全日成交额的七成多。值得关注的是，今日上午港股主板卖空的成交金额近107亿港元，腾讯占了9.56%。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>港股科技股大涨 市场在卖空？腾讯上午遭卖空超10亿港元经南都记者查阅数据获悉，腾讯港股于昨日(7月7日)全日卖空交易股数为270万股，卖空成交金额为14.11亿港元，占腾讯全日交易额131.3亿港元的10.75%。这意味着，腾讯今日上午交易时间段的卖空金额，已接近昨日全日成交额的七成多。值得关注的是，今日上午港股主板卖空的成交金额近107亿港元，腾讯占了9.56%。","text":"$拼多多(PDD)$港股科技股大涨 市场在卖空？腾讯上午遭卖空超10亿港元经南都记者查阅数据获悉，腾讯港股于昨日(7月7日)全日卖空交易股数为270万股，卖空成交金额为14.11亿港元，占腾讯全日交易额131.3亿港元的10.75%。这意味着，腾讯今日上午交易时间段的卖空金额，已接近昨日全日成交额的七成多。值得关注的是，今日上午港股主板卖空的成交金额近107亿港元，腾讯占了9.56%。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/949188760","isVote":1,"tweetType":1,"viewCount":2476,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3442974577839237","authorId":"3442974577839237","name":"我想我是爱琴海","avatar":"https://static.tigerbbs.com/6b0659c9c2b0dffdf184edfdfc348277","crmLevel":9,"crmLevelSwitch":1,"authorIdStr":"3442974577839237","idStr":"3442974577839237"},"content":"南都记者今日从香港交易所有关数据获悉，今日上午交易时间段，腾讯的卖空成交股份为193万股，卖空成交金额达10.23亿港元。与此同时，腾讯港股今日续创新高，市值近5.2万亿港元。","text":"南都记者今日从香港交易所有关数据获悉，今日上午交易时间段，腾讯的卖空成交股份为193万股，卖空成交金额达10.23亿港元。与此同时，腾讯港股今日续创新高，市值近5.2万亿港元。","html":"南都记者今日从香港交易所有关数据获悉，今日上午交易时间段，腾讯的卖空成交股份为193万股，卖空成交金额达10.23亿港元。与此同时，腾讯港股今日续创新高，市值近5.2万亿港元。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":913404927,"gmtCreate":1577747724769,"gmtModify":1704336275029,"author":{"id":"3442974577839237","authorId":"3442974577839237","name":"我想我是爱琴海","avatar":"https://static.tigerbbs.com/6b0659c9c2b0dffdf184edfdfc348277","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3442974577839237","idStr":"3442974577839237"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>&nbsp;可以准备做空了","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>&nbsp;可以准备做空了","text":"$蔚来(NIO)$ 可以准备做空了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/913404927","isVote":1,"tweetType":1,"viewCount":734,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":317755919024376,"gmtCreate":1718616179348,"gmtModify":1718616180807,"author":{"id":"3442974577839237","authorId":"3442974577839237","name":"我想我是爱琴海","avatar":"https://static.tigerbbs.com/6b0659c9c2b0dffdf184edfdfc348277","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3442974577839237","idStr":"3442974577839237"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 8.8号以后","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 8.8号以后","text":"$特斯拉(TSLA)$ 8.8号以后","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/317755919024376","isVote":1,"tweetType":1,"viewCount":995,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":257030155026560,"gmtCreate":1703784995683,"gmtModify":1703784997201,"author":{"id":"3442974577839237","authorId":"3442974577839237","name":"我想我是爱琴海","avatar":"https://static.tigerbbs.com/6b0659c9c2b0dffdf184edfdfc348277","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3442974577839237","idStr":"3442974577839237"},"themes":[],"htmlText":"大盘什么时候能回调呢， 天天涨太没意思了","listText":"大盘什么时候能回调呢， 天天涨太没意思了","text":"大盘什么时候能回调呢， 天天涨太没意思了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/257030155026560","isVote":1,"tweetType":1,"viewCount":774,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":194768462299208,"gmtCreate":1688570896580,"gmtModify":1688570898343,"author":{"id":"3442974577839237","authorId":"3442974577839237","name":"我想我是爱琴海","avatar":"https://static.tigerbbs.com/6b0659c9c2b0dffdf184edfdfc348277","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3442974577839237","idStr":"3442974577839237"},"themes":[],"htmlText":"经济这么差，下半年想想都知道","listText":"经济这么差，下半年想想都知道","text":"经济这么差，下半年想想都知道","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/194768462299208","repostId":"1108982332","repostType":2,"repost":{"id":"1108982332","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":1688570533,"share":"https://www.laohu8.com/m/news/1108982332?lang=&edition=full","pubTime":"2023-07-05 23:22","market":"us","language":"zh","title":"小鹏汽车持续拉升，下半年交付量有望大幅增长","url":"https://stock-news.laohu8.com/highlight/detail?id=1108982332","media":"老虎资讯综合","summary":"预计第三季度销量为15000辆，第四季度销量将超20000辆。","content":"<html><head></head><body><p>周三，小鹏汽车持续走高，盘中涨幅超8%。消息面上，小鹏汽车总裁表示：预计由于G6的推出，下半年交付量将大幅增长；预计第三季度销量为15,000辆，第四季度销量将超过20,000辆。</p><p>同时，蔚来涨1.3%，理想汽车跌1.11%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/86e30063e287f5dea25f17060055523e\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></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>小鹏汽车持续拉升，下半年交付量有望大幅增长</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小鹏汽车持续拉升，下半年交付量有望大幅增长\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\">2023-07-05 23:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周三，小鹏汽车持续走高，盘中涨幅超8%。消息面上，小鹏汽车总裁表示：预计由于G6的推出，下半年交付量将大幅增长；预计第三季度销量为15,000辆，第四季度销量将超过20,000辆。</p><p>同时，蔚来涨1.3%，理想汽车跌1.11%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/86e30063e287f5dea25f17060055523e\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ccf08a65163213fb22b4f94f7fb404e8","relate_stocks":{"XPEV":"小鹏汽车","09868":"小鹏汽车-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108982332","content_text":"周三，小鹏汽车持续走高，盘中涨幅超8%。消息面上，小鹏汽车总裁表示：预计由于G6的推出，下半年交付量将大幅增长；预计第三季度销量为15,000辆，第四季度销量将超过20,000辆。同时，蔚来涨1.3%，理想汽车跌1.11%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":820,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":383680255005120,"gmtCreate":1734713221587,"gmtModify":1734714559769,"author":{"id":"3442974577839237","authorId":"3442974577839237","name":"我想我是爱琴海","avatar":"https://static.tigerbbs.com/6b0659c9c2b0dffdf184edfdfc348277","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3442974577839237","idStr":"3442974577839237"},"themes":[],"htmlText":"我开仓了2手<a href=\"https://laohu8.com/OPT/TSLA 20241227 380.0 PUT\">$TSLA 20241227 380.0 PUT$&nbsp;</a>,来看看我最新分享的订单！","listText":"我开仓了2手<a href=\"https://laohu8.com/OPT/TSLA 20241227 380.0 PUT\">$TSLA 20241227 380.0 PUT$&nbsp;</a>,来看看我最新分享的订单！","text":"我开仓了2手$TSLA 20241227 380.0 PUT$ ,来看看我最新分享的订单！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/383680255005120","isVote":1,"tweetType":1,"viewCount":10,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}