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

63关注

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0勋章

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……

我想我是爱琴海

06-13

$特斯拉(TSLA)$ 相信老马带领下一个10倍

我想我是爱琴海

06-13

换电无未来，蔚来破产吧

我想我是爱琴海

06-12

不知不觉已经十年了，美股改变了我的生活

我想我是爱琴海

06-10

$特斯拉(TSLA)$ 长期投资者，逢低加仓

我想我是爱琴海

06-10

$特斯拉(TSLA)$ 会埋伏进去，相信马斯克的号召力

我想我是爱琴海

06-08

蔚来无未来

NIO Below $5: Investors Seem Way Too Bearish

我想我是爱琴海

05-28

宝马内饰换过设计吗

Model X车主吐槽马斯克10年不换设计：还有车主曾称特斯拉毛坯内饰

我想我是爱琴海

05-20

沙雕余

余承东没说谎！华为汽车智驾研发团队实力中国第一遥遥领先小米比亚迪

我想我是爱琴海

05-08

扯淡

放弃纯视觉路线？曝特斯拉Q1采购200万美元激光雷达

我想我是爱琴海

03-26

放p

特斯拉需考虑进入PHEVs和HEVs市场，否则估值仍有下调空间

我想我是爱琴海

02-14

垃圾车

比亚迪首次登陆韩国市场，三款电动车即将亮相

我想我是爱琴海

02-09

这篇文章不错，转发给大家看看

@小虎访谈:【小虎访谈】simons的期权实验室：特斯拉赚了21倍，做稳定复利的赢家！

我想我是爱琴海

02-09

新年大家发大财啦

@小虎活动:【惊喜2】除夕接“龙”，送新年祝福

我想我是爱琴海

01-22

这篇文章不错，转发给大家看看

@期权小助手:【财报期权策略】特斯拉测试200支撑，Q4财报是绝地反转的最后机会？

我想我是爱琴海

01-09

继续加油争取拿大奖，加油啦

我想我是爱琴海

01-06

特斯拉，pltr

我想我是爱琴海

2023-12-29

大盘什么时候能回调呢，天天涨太没意思了

去老虎APP查看更多动态

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会埋伏进去，相信马斯克的号召力","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/315216706040032","isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":314602355060904,"gmtCreate":1717838045762,"gmtModify":1717838047519,"author":{"id":"3442974577839237","authorId":"3442974577839237","name":"我想我是爱琴海","avatar":"https://static.tigerbbs.com/6b0659c9c2b0dffdf184edfdfc348277","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false},"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/314602355060904","repostId":"2441059256","repostType":2,"repost":{"id":"2441059256","pubTimestamp":1717836507,"share":"https://www.laohu8.com/m/news/2441059256?lang=&edition=full","pubTime":"2024-06-08 16:48","market":"fut","language":"en","title":"NIO Below $5: Investors Seem Way Too Bearish","url":"https://stock-news.laohu8.com/highlight/detail?id=2441059256","media":"seekingalpha","summary":"NIO's Q1 earnings showed improved vehicle margins and a strong forecast for Q2 deliveries, leading to a positive outlook for the firm's shares.The launch of NIO's new low-cost EV brand, ONVO, represen","content":"<html><head></head><body><ul style=\"\"><li><p>NIO&#39;s Q1 earnings showed improved vehicle margins and a strong forecast for Q2 deliveries, leading to a positive outlook for the firm&#39;s shares.</p></li><li><p>The launch of NIO&#39;s new low-cost EV brand, ONVO, represents an opportunity for the company to attack Tesla in China, but also poses risks to the company&#39;s margin trend.</p></li><li><p>NIO has the second-highest vehicle margins, after Li Auto.</p></li><li><p>The Company has a low price-to-revenue ratio and upside catalysts (profit improvement, ONVO launch, growing vehicle margins).</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e9f97d77afc55629dc80b54e0d1af071\" tg-width=\"750\" tg-height=\"500\"/></p><p>Robert Way/iStock Editorial via Getty Images</p><p></p><p>Electric vehicle start-up NIO (NYSE:NIO) submitted a mixed earnings sheet for the first fiscal quarter on Thursday that thankfully showed a continual trend of vehicle margin improvements. NIO&#39;s share price nonetheless dropped 7% after the Q1&#39;24 earnings report, largely due to persistently high losses. NIO also announced the launch of a new, low-cost electric vehicle brand recently in a bid to attack the low-cost EV market segment and challenge Tesla&#39;s (TSLA) Model Y. I believe NIO still deserves the benefit of the doubt and since deliveries are roaring back in the second-quarter, the risk profile remains skewed to the upside, especially with the kind of valuation that NIO now offers EV investors.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f4860496a35403a90a8553b59661b450\" tg-width=\"635\" tg-height=\"456\"/></p><p>Data by YCharts</p><p></p><h2 id=\"id_4132377136\">Previous rating</h2><p>My last rating (March 2024) on shares of NIO was strong buy because I saw a positive risk profile related to the company&#39;s valuation. Since then, shares have declined approximately 13%, largely because investors appear too bearish. NIO&#39;s deliveries expectedly dipped in the first-quarter due to seasonal effects (and so do the deliveries of other China-focused EV start-ups) which sometimes can take a toll on investor sentiment. However, NIO&#39;s electric vehicle margins continued to improve in the first-quarter and the company&#39;s deliveries are set for a bounce-back quarter in Q2&#39;24. Additionally, NIO just announced the kick-off of a new EV brand, ONVO, which is meant to create a challenge for Tesla&#39;s widely popular Model Y.</p><h2 id=\"id_3735402886\">Improving vehicle margin trend for NIO</h2><p>The biggest take-away from NIO&#39;s first fiscal quarter earnings report card was that the electric vehicle start-up successfully managed to improve its margin picture. NIO&#39;s vehicle margins improved to 9.2% in Q1&#39;24, showing 4.1 PP expansion on a year-over-year basis. NIO&#39;s vehicle margins dropped Q/Q due to increased promotional events.</p><p>XPeng (XPEV), as an example, improved its vehicle margins 8.0 PP to 5.5% in Q1&#39;24. So while XPeng&#39;s margin improvement was bigger than NIO&#39;s in percentage terms, NIO still has higher vehicle margins than XPeng (due to the EV company posting negative margins in the last year). Li Auto (LI) is still stealing the show here and had vehicle margins of 19.8% in Q1&#39;24, although the EV firm reported a 0.5 PP Y/Y decline in margins. Li Auto&#39;s vehicle margins were therefore more than double NIO&#39;s margins, and it is the main reason why I believe Li Auto remains the most attractive Chinese EV start-up for investors to invest in right now.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a877e36d5f0b7216ecc3078470e8f32b\" tg-width=\"640\" tg-height=\"216\"/></p><p>NIO</p><p></p><p>With delivery growth broadly slowing last year, investors have become more focused on profitability, and margins tend to be a great way to judge improvements in this regard. From this point of view, NIO did quite well in Q1&#39;24, although the company&#39;s large net loss of 5.2B Chinese Yuan ($718.1M) which increased 10% to the year-earlier period. Because investors are more focused on costs now than a year ago and NIO continues to post large net losses, shares of NIO slumped 7% after earnings... which I consider to be a buying opportunity, largely because the delivery picture is improving.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/11fe6b413fd723e2e6ea4b246ffd21c9\" tg-width=\"640\" tg-height=\"364\"/></p><p>NIO</p><p></p><p>NIO delivered 30,053 electric vehicles in the first-quarter, but the company is seeing very encouraging momentum so far in Q2&#39;24. First-quarter delivery volumes in China tend to decline drastically due to the inclusion of Chinese New Year holidays. However, second-quarter delivery volumes typically bounce back quick and hard: in the first two months of the second fiscal quarter, as an example, NIO already delivered 36,164 electric vehicles which is already 20% more than in the entire first-quarter. The company&#39;s delivery guidance for Q2&#39;24 calls for 54-56k deliveries, implying up to 138% year-over-year growth.</p><h2 id=\"id_3882034590\">Launch of EV spin-off brand ONVO</h2><p>NIO announced the launch of a new electric vehicle brand named ONVO last month, which is meant to consolidate the company&#39;s attempts to challenge the position of the Tesla Model Y in China. The brand&#39;s first model, the ONVO L60, is a mid-size sport utility vehicle that is meant to target families and have mass market appeal. Deliveries for the ONVO L60 are set to start in Q3&#39;24 and any disclosures of reservation numbers for this EV model could be a positive catalyst for NIO&#39;s shares.</p><p>The ONVO L60 is set to debut with a price tag of $30k which would make it about $10k cheaper than the Tesla Model Y. I believe the launch of the spin-off brand is a positive development for NIO although the ONVO brand also poses a significant risk for the EV start-up: with vehicle margins just rebounding, it is a big risk for NIO to launch a low-cost EV brand to consolidate its efforts to target the mass market as it could have negative consequences for the company&#39;s vehicle margin trend. Therefore, the vehicle margin trend for NIO will remain the most important KPI going forward, in my opinion.</p><h2 id=\"id_3372386272\">NIO&#39;s valuation reflects deep investor pessimism</h2><p>I believe NIO and Li Auto are the two EV start-up companies that are the most attractive for investors. This is because Li Auto is growing the fastest and is posting vehicle margins around the 20% mark, which is more than double what NIO achieved in the first-quarter and almost four times of what XPeng achieved in Q1&#39;24.</p><p>Li Auto is not only growing the fastest, but is also already profitable and has the lowest price-to-revenue ratio... which I believe is completely undeserved. NIO is currently trading at a price-to-revenues ratio -- which I have to use for comparison purposes since only Li Auto is currently already profitable on a net income basis -- of 0.76X, which is way below the longer term (3-year) average P/S ratio of 4.45X.</p><p>In my last work on NIO, I said that the EV maker could have a fair value of $10.80 per-share if shares revalued only to their 1-year P/S ratio... which has since further risen to 1.40X. In my opinion, the reason for this is that investors have soured on the EV sector more broadly due to reports about waning electric vehicle demand, and especially on those EV firms that are not yet profitable.</p><p>However, NIO is seeing strong growth in margins and deliveries, so I believe NIO does have a lot of revaluation potential. If NIO executes well, defends its vehicle margins and continues to grow its deliveries in FY 2024 (first-half FY 2024 actuals + Q2&#39;24 forecast imply an annual 170k+ delivery volume on a full-year basis), I believe NIO could revalue to its 1-year average P/S ratio of 1.4X which implies a fair value in the neighborhood of $9.30 per-share.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5a5cd4afbd52eda707b2616f36e58b63\" tg-width=\"635\" tg-height=\"559\"/></p><p>Data by YCharts</p><p></p><h2 id=\"id_3391514567\">Risks with NIO</h2><p>I see certain risks with NIO continuing to post high net losses, especially now that investors are more focused on profitability than mere growth. There are also risks regarding the launch of a new, lost-cost EV brand, which could add new margin pressures for NIO going forward. This launch also comes at a time at which the electric vehicle start-up is not yet achieving a baseline of profitability. What would change my mind about NIO is if the company were to see a decline in its vehicle margins specifically or suffered slowing delivery growth.</p><h2 id=\"id_1331419800\">Final thoughts</h2><p>NIO did a great job in growing its vehicle margins in the first fiscal quarter, which has been a point of contention for investors for a long time. Compared to rivals in the start-up industry, NIO has now the second-highest vehicle margins after Li Auto. XPeng is still hanging a bit behind, but has also recently seen some upside momentum in vehicle margins. I have mixed feelings about NIO&#39;s launch of its low-cost, mass market EV brand ONVO which appears set to increase margin pressures just at a time when they are recovering. The outlook for the second-quarter, in terms of deliveries, confirmed my earlier suspicions that NIO was set for a strong Q2 delivery rebound. What sustains my strong buy rating here is that NIO is trading at a very attractive valuation, from a price-to-revenue point of view, and I believe that investors are too bearish. Overall, I believe the positives outweighed the negatives with regard to NIO&#39;s earnings report for Q1&#39;24, and I especially like the change in the vehicle margin trajectory!</p></body></html>","source":"seekingalpha","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>NIO Below $5: Investors Seem Way Too Bearish</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; 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NIO's share price nonetheless dropped 7% after the Q1'24 earnings report, largely due to persistently high losses. NIO also announced the launch of a new, low-cost electric vehicle brand recently in a bid to attack the low-cost EV market segment and challenge Tesla's (TSLA) Model Y. I believe NIO still deserves the benefit of the doubt and since deliveries are roaring back in the second-quarter, the risk profile remains skewed to the upside, especially with the kind of valuation that NIO now offers EV investors.Data by YChartsPrevious ratingMy last rating (March 2024) on shares of NIO was strong buy because I saw a positive risk profile related to the company's valuation. Since then, shares have declined approximately 13%, largely because investors appear too bearish. NIO's deliveries expectedly dipped in the first-quarter due to seasonal effects (and so do the deliveries of other China-focused EV start-ups) which sometimes can take a toll on investor sentiment. However, NIO's electric vehicle margins continued to improve in the first-quarter and the company's deliveries are set for a bounce-back quarter in Q2'24. Additionally, NIO just announced the kick-off of a new EV brand, ONVO, which is meant to create a challenge for Tesla's widely popular Model Y.Improving vehicle margin trend for NIOThe biggest take-away from NIO's first fiscal quarter earnings report card was that the electric vehicle start-up successfully managed to improve its margin picture. NIO's vehicle margins improved to 9.2% in Q1'24, showing 4.1 PP expansion on a year-over-year basis. NIO's vehicle margins dropped Q/Q due to increased promotional events.XPeng (XPEV), as an example, improved its vehicle margins 8.0 PP to 5.5% in Q1'24. So while XPeng's margin improvement was bigger than NIO's in percentage terms, NIO still has higher vehicle margins than XPeng (due to the EV company posting negative margins in the last year). Li Auto (LI) is still stealing the show here and had vehicle margins of 19.8% in Q1'24, although the EV firm reported a 0.5 PP Y/Y decline in margins. Li Auto's vehicle margins were therefore more than double NIO's margins, and it is the main reason why I believe Li Auto remains the most attractive Chinese EV start-up for investors to invest in right now.NIOWith delivery growth broadly slowing last year, investors have become more focused on profitability, and margins tend to be a great way to judge improvements in this regard. From this point of view, NIO did quite well in Q1'24, although the company's large net loss of 5.2B Chinese Yuan ($718.1M) which increased 10% to the year-earlier period. Because investors are more focused on costs now than a year ago and NIO continues to post large net losses, shares of NIO slumped 7% after earnings... which I consider to be a buying opportunity, largely because the delivery picture is improving.NIONIO delivered 30,053 electric vehicles in the first-quarter, but the company is seeing very encouraging momentum so far in Q2'24. First-quarter delivery volumes in China tend to decline drastically due to the inclusion of Chinese New Year holidays. However, second-quarter delivery volumes typically bounce back quick and hard: in the first two months of the second fiscal quarter, as an example, NIO already delivered 36,164 electric vehicles which is already 20% more than in the entire first-quarter. The company's delivery guidance for Q2'24 calls for 54-56k deliveries, implying up to 138% year-over-year growth.Launch of EV spin-off brand ONVONIO announced the launch of a new electric vehicle brand named ONVO last month, which is meant to consolidate the company's attempts to challenge the position of the Tesla Model Y in China. The brand's first model, the ONVO L60, is a mid-size sport utility vehicle that is meant to target families and have mass market appeal. Deliveries for the ONVO L60 are set to start in Q3'24 and any disclosures of reservation numbers for this EV model could be a positive catalyst for NIO's shares.The ONVO L60 is set to debut with a price tag of $30k which would make it about $10k cheaper than the Tesla Model Y. I believe the launch of the spin-off brand is a positive development for NIO although the ONVO brand also poses a significant risk for the EV start-up: with vehicle margins just rebounding, it is a big risk for NIO to launch a low-cost EV brand to consolidate its efforts to target the mass market as it could have negative consequences for the company's vehicle margin trend. Therefore, the vehicle margin trend for NIO will remain the most important KPI going forward, in my opinion.NIO's valuation reflects deep investor pessimismI believe NIO and Li Auto are the two EV start-up companies that are the most attractive for investors. This is because Li Auto is growing the fastest and is posting vehicle margins around the 20% mark, which is more than double what NIO achieved in the first-quarter and almost four times of what XPeng achieved in Q1'24.Li Auto is not only growing the fastest, but is also already profitable and has the lowest price-to-revenue ratio... which I believe is completely undeserved. NIO is currently trading at a price-to-revenues ratio -- which I have to use for comparison purposes since only Li Auto is currently already profitable on a net income basis -- of 0.76X, which is way below the longer term (3-year) average P/S ratio of 4.45X.In my last work on NIO, I said that the EV maker could have a fair value of $10.80 per-share if shares revalued only to their 1-year P/S ratio... which has since further risen to 1.40X. In my opinion, the reason for this is that investors have soured on the EV sector more broadly due to reports about waning electric vehicle demand, and especially on those EV firms that are not yet profitable.However, NIO is seeing strong growth in margins and deliveries, so I believe NIO does have a lot of revaluation potential. If NIO executes well, defends its vehicle margins and continues to grow its deliveries in FY 2024 (first-half FY 2024 actuals + Q2'24 forecast imply an annual 170k+ delivery volume on a full-year basis), I believe NIO could revalue to its 1-year average P/S ratio of 1.4X which implies a fair value in the neighborhood of $9.30 per-share.Data by YChartsRisks with NIOI see certain risks with NIO continuing to post high net losses, especially now that investors are more focused on profitability than mere growth. There are also risks regarding the launch of a new, lost-cost EV brand, which could add new margin pressures for NIO going forward. This launch also comes at a time at which the electric vehicle start-up is not yet achieving a baseline of profitability. What would change my mind about NIO is if the company were to see a decline in its vehicle margins specifically or suffered slowing delivery growth.Final thoughtsNIO did a great job in growing its vehicle margins in the first fiscal quarter, which has been a point of contention for investors for a long time. Compared to rivals in the start-up industry, NIO has now the second-highest vehicle margins after Li Auto. XPeng is still hanging a bit behind, but has also recently seen some upside momentum in vehicle margins. I have mixed feelings about NIO's launch of its low-cost, mass market EV brand ONVO which appears set to increase margin pressures just at a time when they are recovering. The outlook for the second-quarter, in terms of deliveries, confirmed my earlier suspicions that NIO was set for a strong Q2 delivery rebound. What sustains my strong buy rating here is that NIO is trading at a very attractive valuation, from a price-to-revenue point of view, and I believe that investors are too bearish. Overall, I believe the positives outweighed the negatives with regard to NIO's earnings report for Q1'24, and I especially like the change in the vehicle margin trajectory!","news_type":1},"isVote":1,"tweetType":1,"viewCount":105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":310684051562608,"gmtCreate":1716878078490,"gmtModify":1716878080507,"author":{"id":"3442974577839237","authorId":"3442974577839237","name":"我想我是爱琴海","avatar":"https://static.tigerbbs.com/6b0659c9c2b0dffdf184edfdfc348277","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"宝马内饰换过设计吗","listText":"宝马内饰换过设计吗","text":"宝马内饰换过设计吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/310684051562608","repostId":"2438231935","repostType":2,"repost":{"id":"2438231935","pubTimestamp":1716874279,"share":"https://www.laohu8.com/m/news/2438231935?lang=&edition=full","pubTime":"2024-05-28 13:31","market":"us","language":"zh","title":"Model X车主吐槽马斯克10年不换设计：还有车主曾称特斯拉毛坯内饰","url":"https://stock-news.laohu8.com/highlight/detail?id=2438231935","media":"快科技","summary":"5月28日消息，近日，西安一高校硕士研究生导师杜老师吐槽特斯拉，认为马斯克10年不换设计，真的是太懒了。之所以吐槽，是因为该男子是特斯拉的车主，其在2019年花80万购置了一辆Model X，截至目前已用该车行驶了16万公里。“现在Model Y出来后，有很多人都分不清Model X与Model Y，感觉马斯克还是比较懒，10年了都没有换设计。”","content":"<html><body><p>5月28日消息，近日，西安一高校硕士研究生导师杜老师吐槽<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>，认为马斯克10年不换设计，真的是太懒了。</p><p>之所以吐槽，是因为该男子是特斯拉的车主，其在2019年花80万购置了一辆Model X，截至目前已用该车行驶了16万公里。</p><p>杜老师称，电车的一些天生优势是油车花费几十年功力都追不上的，电车的扭矩及推背感可能秒杀很多8缸油车。</p><p>“现在Model Y出来后，有很多人都分不清Model X与Model Y，感觉马斯克还是比较懒，10年了都没有换设计。”这位车主说道。</p><p><strong>更早之前，还有车主吐槽特斯拉汽车的内饰是毛坯，随后特斯拉对外事务副总裁陶琳转发回应称，好的设计是做好这块锦，让消费者自己来添花。</strong></p><p><strong>她还强调，设计的真谛是克制而不是堆砌。</strong></p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p></body></html>","source":"ifeng_tech","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>Model X车主吐槽马斯克10年不换设计：还有车主曾称特斯拉毛坯内饰</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\">\nModel X车主吐槽马斯克10年不换设计：还有车主曾称特斯拉毛坯内饰\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-28 13:31 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8Zx2s1oE15Z><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5月28日消息，近日，西安一高校硕士研究生导师杜老师吐槽特斯拉，认为马斯克10年不换设计，真的是太懒了。之所以吐槽，是因为该男子是特斯拉的车主，其在2019年花80万购置了一辆Model X，截至目前已用该车行驶了16万公里。杜老师称，电车的一些天生优势是油车花费几十年功力都追不上的，电车的扭矩及推背感可能秒杀很多8缸油车。“现在Model Y出来后，有很多人都分不清Model X与Model Y...</p>\n\n<a href=\"https://tech.ifeng.com/c/8Zx2s1oE15Z\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4581":"高盛持仓","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4511":"特斯拉概念","BK4099":"汽车制造商","LU0823411888.USD":"法巴消费创新基金 Cap","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4548":"巴美列捷福持仓","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","TSLA":"特斯拉","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 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ACC","BK4550":"红杉资本持仓","BK4588":"碎股","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4574":"无人驾驶"},"source_url":"https://tech.ifeng.com/c/8Zx2s1oE15Z","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2438231935","content_text":"5月28日消息，近日，西安一高校硕士研究生导师杜老师吐槽特斯拉，认为马斯克10年不换设计，真的是太懒了。之所以吐槽，是因为该男子是特斯拉的车主，其在2019年花80万购置了一辆Model X，截至目前已用该车行驶了16万公里。杜老师称，电车的一些天生优势是油车花费几十年功力都追不上的，电车的扭矩及推背感可能秒杀很多8缸油车。“现在Model Y出来后，有很多人都分不清Model X与Model Y，感觉马斯克还是比较懒，10年了都没有换设计。”这位车主说道。更早之前，还有车主吐槽特斯拉汽车的内饰是毛坯，随后特斯拉对外事务副总裁陶琳转发回应称，好的设计是做好这块锦，让消费者自己来添花。她还强调，设计的真谛是克制而不是堆砌。","news_type":1},"isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":307829052125376,"gmtCreate":1716188233860,"gmtModify":1716189486015,"author":{"id":"3442974577839237","authorId":"3442974577839237","name":"我想我是爱琴海","avatar":"https://static.tigerbbs.com/6b0659c9c2b0dffdf184edfdfc348277","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"沙雕余","listText":"沙雕余","text":"沙雕余","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/307829052125376","repostId":"2436147164","repostType":2,"repost":{"id":"2436147164","pubTimestamp":1716185141,"share":"https://www.laohu8.com/m/news/2436147164?lang=&edition=full","pubTime":"2024-05-20 14:05","market":"us","language":"zh","title":"余承东没说谎！华为汽车智驾研发团队实力中国第一 遥遥领先小米比亚迪","url":"https://stock-news.laohu8.com/highlight/detail?id=2436147164","media":"快科技","summary":"快科技5月20日消息，近日，有机构统计了几家主要车企的智驾研发团队人数排名，结果华为遥遥领先。当前国内主要车企智驾研发团队规模排名中，华为位列第一，，而比亚迪和小鹏汽车紧随其后。榜单中还有极氪汽车、蔚来汽车、小米汽车、理想汽车。事实上，余承东之前也多次表示，华为的智能驾驶已经遥遥领先竞争对手，现在来看确实如此。华为在智能汽车领域每年研发投入100+亿元，不包括间接研发投入，其中70%~80%投入智能驾驶领域。","content":"<html><body><p>快科技5月20日消息，近日，有机构统计了几家主要车企的智驾研发团队人数排名，结果华为遥遥领先。</p><p><strong>当前国内主要车企智驾研发团队规模排名中，华为位列第一，（截至2023年12月已超7000人），而<a href=\"https://laohu8.com/S/002594\">比亚迪</a>（2024年第一季度已超4000人）和<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>（2024年第一季度已超3000人）紧随其后。</strong></p><p><img src=\"https://x0.ifengimg.com/ucms/2024_21/5282272E1DEBBF6E85A80840D07FA81724736A04_size124_w600_h403.jpg\"/></p><p>榜单中还有极氪汽车（2024年2月已超1500人）、蔚来汽车（2023年11月已超1300人）、小米汽车（2024年4月已超1000人）、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>（2024年5月暂低于1000人）。</p><p>事实上，余承东之前也多次表示，华为的<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>驾驶已经遥遥领先竞争对手，现在来看确实如此。</p><p><strong>按照余承东的说法，华为在智能座舱方面已经是行业第一，而现在在智能驾驶方面也做到了第一。</strong></p><p>华为在智能汽车领域每年研发投入100+亿元，不包括间接研发投入，其中70%~80%投入智能驾驶领域。</p><p><img src=\"https://x0.ifengimg.com/ucms/2024_21/F1BE3B5FE7B000809DBB48A9952264E195733B83_size151_w600_h856.jpg\"/></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>余承东没说谎！华为汽车智驾研发团队实力中国第一 遥遥领先小米比亚迪</title>\n<style 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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余承东没说谎！华为汽车智驾研发团队实力中国第一 遥遥领先小米比亚迪\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-20 14:05 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8Zjp4hPmsY2><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技5月20日消息，近日，有机构统计了几家主要车企的智驾研发团队人数排名，结果华为遥遥领先。当前国内主要车企智驾研发团队规模排名中，华为位列第一，（截至2023年12月已超7000人），而比亚迪（2024年第一季度已超4000人）和小鹏汽车（2024年第一季度已超3000人）紧随其后。榜单中还有极氪汽车（2024年2月已超1500人）、蔚来汽车（2023年11月已超1300人）、小米汽车（...</p>\n\n<a href=\"https://tech.ifeng.com/c/8Zjp4hPmsY2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81211":"比亚迪股份-R","81810":"小米集团-WR","LU1064131003.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"A\" (USD) ACC","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) INC","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","BK0169":"共享汽车","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","SG9999006597.SGD":"United China-India Dynamic Growth SGD","BK1540":"电池","BK0196":"行业龙头","BYDDY":"比亚迪ADR","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","BK1509":"特斯拉概念股","00285":"比亚迪电子","BK1580":"烟草概念","LU0823426308.USD":"法巴中国股票基金","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","SG9999006514.SGD":"United Asia Consumer Fund SGD","LU1580142542.USD":"Blackrock Systematic China A-Share 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INC","002594":"比亚迪"},"source_url":"https://tech.ifeng.com/c/8Zjp4hPmsY2","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2436147164","content_text":"快科技5月20日消息，近日，有机构统计了几家主要车企的智驾研发团队人数排名，结果华为遥遥领先。当前国内主要车企智驾研发团队规模排名中，华为位列第一，（截至2023年12月已超7000人），而比亚迪（2024年第一季度已超4000人）和小鹏汽车（2024年第一季度已超3000人）紧随其后。榜单中还有极氪汽车（2024年2月已超1500人）、蔚来汽车（2023年11月已超1300人）、小米汽车（2024年4月已超1000人）、理想汽车（2024年5月暂低于1000人）。事实上，余承东之前也多次表示，华为的智能驾驶已经遥遥领先竞争对手，现在来看确实如此。按照余承东的说法，华为在智能座舱方面已经是行业第一，而现在在智能驾驶方面也做到了第一。华为在智能汽车领域每年研发投入100+亿元，不包括间接研发投入，其中70%~80%投入智能驾驶领域。","news_type":1},"isVote":1,"tweetType":1,"viewCount":246,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303629020971312,"gmtCreate":1715148500512,"gmtModify":1715148585758,"author":{"id":"3442974577839237","authorId":"3442974577839237","name":"我想我是爱琴海","avatar":"https://static.tigerbbs.com/6b0659c9c2b0dffdf184edfdfc348277","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"扯淡","listText":"扯淡","text":"扯淡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/303629020971312","repostId":"2433279817","repostType":2,"repost":{"id":"2433279817","pubTimestamp":1715138070,"share":"https://www.laohu8.com/m/news/2433279817?lang=&edition=full","pubTime":"2024-05-08 11:14","market":"us","language":"zh","title":"放弃纯视觉路线？曝特斯拉Q1采购200万美元激光雷达","url":"https://stock-news.laohu8.com/highlight/detail?id=2433279817","media":"爱集微","summary":"当地时间5月7日，美国激光雷达方案商Luminar披露，特斯拉是其Q1传感器的最大客户，贡献了该公司一季度2100万美元总营收的比重超10%，预计超200万美元。行业分析认为，特斯拉之所以不选择激光雷达技术路线，主要是此前激光雷达成本过于高昂，影响了产品上车，据了解，早期一台激光雷达的成本高达60万元。事实上，尽管特斯拉目前没有在其车辆中使用激光雷达，但此前消息显示，特斯拉的新一代全自动驾驶方案已预留了激光雷达的接入接口。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20240508114024966d206ytv3dk2wqy1\"/><p>当地时间5月7日，美国激光雷达方案商Luminar披露，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>是其Q1传感器的最大客户，贡献了该公司一季度2100万美元总营收的比重超10%，预计超200万美元。</p><p>行业周知，特斯拉是全球少数坚持纯视觉 <a href=\"https://laohu8.com/S/5RE.SI\">智能</a>驾驶 技术路线的 汽车 厂商之一，特斯拉的首席执行官埃隆·马斯克（Elon Musk）长期以来一直对激光雷达持批评态度，他认为激光雷达对于实现全自动驾驶汽车来说是不必要的，甚至称之为“拐杖”。</p><p>行业分析认为，特斯拉之所以不选择激光雷达技术路线，主要是此前激光雷达成本过于高昂，影响了产品上车，据了解，早期一台激光雷达的成本高达60万元。</p><p>而随着禾赛科技、 <a href=\"https://laohu8.com/S/02498\">速腾聚创</a> 、华为等本土激光雷达企业技术快速迭代，产品实现大规模量产，车规级激光雷达的价格已经大幅下降，使得批量上车成为可能，而禾赛科技、速腾聚创、华为更是成为全球车规级激光雷达销量领先的企业。</p><p>相反，由于国际传统车企智能化推进缓慢，以及特斯拉等新势力放弃扶持，国际激光雷达厂商近年发展并不如意，普遍出现倒闭、重组等生存困难情况，Luminar近日也官宣裁员20%，这是该公司今年重组计划的一部分。为了扭转生存困境，不少国际激光雷达厂商甚至将业务重心转向中国，甚至把公司总部搬到中国。</p><p>事实上，尽管特斯拉目前没有在其车辆中使用激光雷达，但此前消息显示，特斯拉的新一代全自动驾驶方案已预留了激光雷达的接入接口。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>放弃纯视觉路线？曝特斯拉Q1采购200万美元激光雷达</title>\n<style 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202405081140278ae7337e&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0823411888.USD":"法巴消费创新基金 Cap","BK4574":"无人驾驶","BK4551":"寇图资本持仓","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4581":"高盛持仓","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) 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Musk）长期以来一直对激光雷达持批评态度，他认为激光雷达对于实现全自动驾驶汽车来说是不必要的，甚至称之为“拐杖”。行业分析认为，特斯拉之所以不选择激光雷达技术路线，主要是此前激光雷达成本过于高昂，影响了产品上车，据了解，早期一台激光雷达的成本高达60万元。而随着禾赛科技、 速腾聚创 、华为等本土激光雷达企业技术快速迭代，产品实现大规模量产，车规级激光雷达的价格已经大幅下降，使得批量上车成为可能，而禾赛科技、速腾聚创、华为更是成为全球车规级激光雷达销量领先的企业。相反，由于国际传统车企智能化推进缓慢，以及特斯拉等新势力放弃扶持，国际激光雷达厂商近年发展并不如意，普遍出现倒闭、重组等生存困难情况，Luminar近日也官宣裁员20%，这是该公司今年重组计划的一部分。为了扭转生存困境，不少国际激光雷达厂商甚至将业务重心转向中国，甚至把公司总部搬到中国。事实上，尽管特斯拉目前没有在其车辆中使用激光雷达，但此前消息显示，特斯拉的新一代全自动驾驶方案已预留了激光雷达的接入接口。","news_type":1},"isVote":1,"tweetType":1,"viewCount":193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":288448697069744,"gmtCreate":1711432468891,"gmtModify":1711434908179,"author":{"id":"3442974577839237","authorId":"3442974577839237","name":"我想我是爱琴海","avatar":"https://static.tigerbbs.com/6b0659c9c2b0dffdf184edfdfc348277","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"放p","listText":"放p","text":"放p","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/288448697069744","repostId":"1174058602","repostType":2,"repost":{"id":"1174058602","weMediaInfo":{"introduction":"为您提供最新股市深度内容和观点","home_visible":1,"media_name":"老虎智能写手","id":"1020552876","head_image":"https://community-static.tradeup.com/news/890702a9612ac62b7da91453cf6824e4"},"pubTimestamp":1711425581,"share":"https://www.laohu8.com/m/news/1174058602?lang=&edition=full","pubTime":"2024-03-26 11:59","market":"us","language":"zh","title":"特斯拉需考虑进入PHEVs和HEVs市场，否则估值仍有下调空间","url":"https://stock-news.laohu8.com/highlight/detail?id=1174058602","media":"老虎智能写手","summary":"在美国，HEVs的销售一直占据主导地位，而PHEVs的市场份额自2019年以来一直在上升，显示出相对于BEVs和HEVs的超常年度增长。战略考量与估值：特斯拉的市场策略目前存在明显差距，公司尚未进入PHEVs或HEVs市场，而这些领域的竞争已经非常激烈。结论特斯拉正处于战略十字路口，需要考虑是否进入PHEVs和HEVs市场，以及是否通过推出高端或豪华车型来提升市场份额和利润率。","content":"<blockquote><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 面临来自传统汽车制造商的日益激烈的竞争，尤其是在美国和中国市场。尽管新能源汽车（NEVs）的整体销量呈上升趋势，但特斯拉的销售趋势却呈现下降态势。公司在中国的工厂减少了产能，同时在华销量和出口均出现同比下降。</p><p>在美国，特斯拉面临来自众多汽车品牌的竞争，这些品牌在2023/2024年的车型中占据了超过10%的市场份额。此外，特斯拉在插电式混合动力车（PHEV）和混合动力车（HEV）市场几乎没有任何份额，而这两个领域的销售增长速度远超纯电动车（BEV）。</p></blockquote><p>市场动态与竞争</p><p>在中国，特斯拉的最大工厂产能为95万辆，但据报道，公司已将工作日减少23%，某些生产线（如电池车间）的停工时间更长。特斯拉2023年1月和2月的中国销售同比分别下降24.42%和11.15%，而同期中国BEV销量却增长了18.06%。</p><p>在美国，特斯拉面临来自传统汽车制造商的激烈竞争，这些制造商几乎涵盖了特斯拉所有三个价格区间的产品。</p><p>产品定位与市场趋势</p><p>特斯拉在美国的市场份额已降至50%左右，而传统汽车制造商的销售额却在逐年稳步增长。在美国，HEVs的销售一直占据主导地位，而PHEVs的市场份额自2019年以来一直在上升，显示出相对于BEVs和HEVs的超常年度增长。</p><p>充电基础设施的分布在美国也极不均匀，这对BEVs的销售构成了更大的阻碍。与此同时，特斯拉的超级充电网络（Supercharger）已向非特斯拉车辆开放，以符合2021年两党基础设施法案的要求。</p><p>战略考量与估值：</p><p>特斯拉的市场策略目前存在明显差距，公司尚未进入PHEVs或HEVs市场，而这些领域的竞争已经非常激烈。特斯拉的BEV市场份额不断受到侵蚀，原因是多家汽车制造商提供了多样化的价值主张、更广泛的经销商/服务网络以及更长久的成功运营历史。</p><p>此外，特斯拉的估值也受到整体销售趋势和市场竞争的影响，其市盈率（P/E）比率较年初下降了28%，但与行业平均水平相比，仍有下调20-45%的空间。</p><p>结论</p><p>特斯拉正处于战略十字路口，需要考虑是否进入PHEVs和HEVs市场，以及是否通过推出高端或豪华车型来提升市场份额和利润率。除非特斯拉很快做出强有力的战略性公告，否则大多数股票分析师对该公司股票评级是合理的。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉需考虑进入PHEVs和HEVs市场，否则估值仍有下调空间</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉需考虑进入PHEVs和HEVs市场，否则估值仍有下调空间\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1020552876\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/890702a9612ac62b7da91453cf6824e4);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎智能写手 </p>\n<p class=\"h-time\">2024-03-26 11:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 面临来自传统汽车制造商的日益激烈的竞争，尤其是在美国和中国市场。尽管新能源汽车（NEVs）的整体销量呈上升趋势，但特斯拉的销售趋势却呈现下降态势。公司在中国的工厂减少了产能，同时在华销量和出口均出现同比下降。</p><p>在美国，特斯拉面临来自众多汽车品牌的竞争，这些品牌在2023/2024年的车型中占据了超过10%的市场份额。此外，特斯拉在插电式混合动力车（PHEV）和混合动力车（HEV）市场几乎没有任何份额，而这两个领域的销售增长速度远超纯电动车（BEV）。</p></blockquote><p>市场动态与竞争</p><p>在中国，特斯拉的最大工厂产能为95万辆，但据报道，公司已将工作日减少23%，某些生产线（如电池车间）的停工时间更长。特斯拉2023年1月和2月的中国销售同比分别下降24.42%和11.15%，而同期中国BEV销量却增长了18.06%。</p><p>在美国，特斯拉面临来自传统汽车制造商的激烈竞争，这些制造商几乎涵盖了特斯拉所有三个价格区间的产品。</p><p>产品定位与市场趋势</p><p>特斯拉在美国的市场份额已降至50%左右，而传统汽车制造商的销售额却在逐年稳步增长。在美国，HEVs的销售一直占据主导地位，而PHEVs的市场份额自2019年以来一直在上升，显示出相对于BEVs和HEVs的超常年度增长。</p><p>充电基础设施的分布在美国也极不均匀，这对BEVs的销售构成了更大的阻碍。与此同时，特斯拉的超级充电网络（Supercharger）已向非特斯拉车辆开放，以符合2021年两党基础设施法案的要求。</p><p>战略考量与估值：</p><p>特斯拉的市场策略目前存在明显差距，公司尚未进入PHEVs或HEVs市场，而这些领域的竞争已经非常激烈。特斯拉的BEV市场份额不断受到侵蚀，原因是多家汽车制造商提供了多样化的价值主张、更广泛的经销商/服务网络以及更长久的成功运营历史。</p><p>此外，特斯拉的估值也受到整体销售趋势和市场竞争的影响，其市盈率（P/E）比率较年初下降了28%，但与行业平均水平相比，仍有下调20-45%的空间。</p><p>结论</p><p>特斯拉正处于战略十字路口，需要考虑是否进入PHEVs和HEVs市场，以及是否通过推出高端或豪华车型来提升市场份额和利润率。除非特斯拉很快做出强有力的战略性公告，否则大多数股票分析师对该公司股票评级是合理的。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174058602","content_text":"特斯拉 面临来自传统汽车制造商的日益激烈的竞争，尤其是在美国和中国市场。尽管新能源汽车（NEVs）的整体销量呈上升趋势，但特斯拉的销售趋势却呈现下降态势。公司在中国的工厂减少了产能，同时在华销量和出口均出现同比下降。在美国，特斯拉面临来自众多汽车品牌的竞争，这些品牌在2023/2024年的车型中占据了超过10%的市场份额。此外，特斯拉在插电式混合动力车（PHEV）和混合动力车（HEV）市场几乎没有任何份额，而这两个领域的销售增长速度远超纯电动车（BEV）。市场动态与竞争在中国，特斯拉的最大工厂产能为95万辆，但据报道，公司已将工作日减少23%，某些生产线（如电池车间）的停工时间更长。特斯拉2023年1月和2月的中国销售同比分别下降24.42%和11.15%，而同期中国BEV销量却增长了18.06%。在美国，特斯拉面临来自传统汽车制造商的激烈竞争，这些制造商几乎涵盖了特斯拉所有三个价格区间的产品。产品定位与市场趋势特斯拉在美国的市场份额已降至50%左右，而传统汽车制造商的销售额却在逐年稳步增长。在美国，HEVs的销售一直占据主导地位，而PHEVs的市场份额自2019年以来一直在上升，显示出相对于BEVs和HEVs的超常年度增长。充电基础设施的分布在美国也极不均匀，这对BEVs的销售构成了更大的阻碍。与此同时，特斯拉的超级充电网络（Supercharger）已向非特斯拉车辆开放，以符合2021年两党基础设施法案的要求。战略考量与估值：特斯拉的市场策略目前存在明显差距，公司尚未进入PHEVs或HEVs市场，而这些领域的竞争已经非常激烈。特斯拉的BEV市场份额不断受到侵蚀，原因是多家汽车制造商提供了多样化的价值主张、更广泛的经销商/服务网络以及更长久的成功运营历史。此外，特斯拉的估值也受到整体销售趋势和市场竞争的影响，其市盈率（P/E）比率较年初下降了28%，但与行业平均水平相比，仍有下调20-45%的空间。结论特斯拉正处于战略十字路口，需要考虑是否进入PHEVs和HEVs市场，以及是否通过推出高端或豪华车型来提升市场份额和利润率。除非特斯拉很快做出强有力的战略性公告，否则大多数股票分析师对该公司股票评级是合理的。","news_type":1},"isVote":1,"tweetType":1,"viewCount":259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":273837488033896,"gmtCreate":1707892617834,"gmtModify":1707894570904,"author":{"id":"3442974577839237","authorId":"3442974577839237","name":"我想我是爱琴海","avatar":"https://static.tigerbbs.com/6b0659c9c2b0dffdf184edfdfc348277","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"垃圾车","listText":"垃圾车","text":"垃圾车","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/273837488033896","repostId":"2411328315","repostType":2,"repost":{"id":"2411328315","pubTimestamp":1707887387,"share":"https://www.laohu8.com/m/news/2411328315?lang=&edition=full","pubTime":"2024-02-14 13:09","market":"us","language":"zh","title":"比亚迪首次登陆韩国市场，三款电动车即将亮相","url":"https://stock-news.laohu8.com/highlight/detail?id=2411328315","media":"IT 商业新闻网","summary":"据ETNews报道，比亚迪将在第三季度首次登陆韩国市场，这也是该品牌首次在韩国推出电动乘用车。　　多款车型：至少三款电...","content":"<html><body><div>\n<p>　　据ETNews报道，<a href=\"https://laohu8.com/S/002594\">比亚迪</a>将在第三季度首次登陆韩国市场，这也是该品牌首次在韩国推出电动乘用车。</p>\n<p>　　多款车型：至少三款电动车预计将亮相</p>\n<p>　　业内人士透露，比亚迪正准备在韩国推出至少三款电动乘用车，其中包括一款电动中型轿车。目前，比亚迪正在接受韩国环境部的性能认证评估，以获取国家补贴。</p>\n<p>　　展示计划：7月将在首尔展出新车</p>\n<p>　　一位电动汽车行业人士表示，比亚迪正在与首尔为中心的经销商合作，计划在7月展出新车。</p>\n<p>　　市场竞争：与现代、起亚、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>竞争不可避免</p>\n<p>　　报道指出，比亚迪在下半年推出电动乘用车后，将在韩国市场与现代、起亚、特斯拉等品牌展开竞争。去年，比亚迪以302万辆成为全球第一大电动汽车制造商，主要在欧洲、亚洲和中国市场取得成功。</p>\n<p>　　市场渗透：电动乘用车或加速在韩国市场渗透</p>\n<p>　　比亚迪此前推出了电动客车和电动卡车，随着电动乘用车的推出，有望加速其在韩国电动汽车市场的渗透。</p>\n<p>　　全球布局：比亚迪在日本市场的成功经验</p>\n<p>　　去年，比亚迪正式进入日本乘用车市场，采取了多项措施，包括自主建立经销商网络和与本土知名经销商和汽车配件销售商达成代理协议。据报道，比亚迪的目标是到2025年在日本每年销售3万辆电动汽车。</p>\n<p><img src=\"http://www.itxinwen.com/uploadfile/2024/0214/20240214011021445.png\"/></p>\n</div></body></html>","source":"itxinwen_highlight","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>比亚迪首次登陆韩国市场，三款电动车即将亮相</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\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比亚迪首次登陆韩国市场，三款电动车即将亮相\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-14 13:09 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.itxinwen.com/car/20240214/145426.html><strong>IT 商业新闻网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据ETNews报道，比亚迪将在第三季度首次登陆韩国市场，这也是该品牌首次在韩国推出电动乘用车。\n　　多款车型：至少三款电动车预计将亮相\n　　业内人士透露，比亚迪正准备在韩国推出至少三款电动乘用车，其中包括一款电动中型轿车。目前，比亚迪正在接受韩国环境部的性能认证评估，以获取国家补贴。\n　　展示计划：7月将在首尔展出新车\n　　一位电动汽车行业人士表示，比亚迪正在与首尔为中心的经销商合作，计划在7月...</p>\n\n<a href=\"http://www.itxinwen.com/car/20240214/145426.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"http://www.itxinwen.com/uploadfile/2024/0214/thumb_205_0_20240214011021445.png","relate_stocks":{"LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4550":"红杉资本持仓","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4588":"碎股","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA 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<a href=\"https://laohu8.com/U/3454203026005822\">@simons的期权实验室</a> 。他热衷于操作期权组合，他认为大盘期权是对冲风险敞口的最佳选择。他坚信复利的威力，曾在138左右的价格买入英伟达，也曾在特斯拉上获得了超21倍的盈利[财迷][财迷]。比起今年，他更期待2025年，他认为届时美国货币政策将更加明朗，加上美政府的换届，会给投资带来更多机遇[哇塞]。来吧虎友们，让我们一起来听听他的投资心得大分享吧[你懂的][你懂的]Q:请简单自我介绍一下首先我介绍下自己，我今年42岁，上海人，大学毕业后进入体制内工作，后从体制内辞职，现从事服务类工作（与金融无关）。从30岁开始玩外汇和黄金进入投资领域，也已经有12年了。2016年左右买了一本麦克米伦的《期权投资策略》，从此就踏入了期权的世界。受这本书的启发，以前经常摆弄期权组合，就像搭积木做实验一样。所以取了这个ID。Q: 有看到您社区分享您在2023年实现了61.87%的收益率，您说是因为期权组合？您2023主要是做了哪些期权组合呢？并不全是期权组合。我的投资组合分2部分，股票和期权。股票对应的账户上的现金（cash），期权组合对应的是账户上的保证金（margin）。举个例子，你有1万美元的 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 股票，因为股票是有价值的，所以可以产生出7000-7500的保证金，利用这一特点，就可以双管齐下，就能达到事半功倍的效果。比如股票达到30%的收益再加上期权的30%收益，就有60%了，是不是比你单纯做股票达到60%简单。关于cash和margin的区别，我在2021年的投资笔记有过具体的分享。说起期权组合，不得不再说下麦克米伦的《期权投资策略》，这本书","listText":"各位虎友好，本周要与大家分享的虎友是 <a href=\"https://laohu8.com/U/3454203026005822\">@simons的期权实验室</a> 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08:18","market":"sh","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 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href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/chanjing/gsnews/2021-04-27/doc-ikmxzfmk9162746.shtml\">Web 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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":2143,"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":8,"crmLevelSwitch":1},"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":8,"crmLevelSwitch":1,"followedFlag":false},"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":476,"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":8,"crmLevelSwitch":1,"followedFlag":false},"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":401,"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":8,"crmLevelSwitch":1,"followedFlag":false},"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":547,"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":8,"crmLevelSwitch":1,"followedFlag":false},"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","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":"hk","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 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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":{"09868":"小鹏汽车-W","XPEV":"小鹏汽车"},"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":599,"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":8,"crmLevelSwitch":1,"followedFlag":false},"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":28,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}