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美股新手求指教

美股新手求指教

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美股新手求指教

06-10

$英伟达(NVDA)$

美股新手求指教

2023-12-07

谷歌威武

正面对决GPT-4！谷歌推出“最全能”AI模型Gemini，从手机到数据中心多环境适配

美股新手求指教

2022-12-29

$特斯拉(TSLA)$ 这。。。。。还是拿着吧

美股新手求指教

2022-10-20

我并不觉得比亚迪和特斯拉是竞争对手，双方是完全不同的企业，真的是没有一点像，准备买比亚迪的人不会看特斯拉，准备买特斯拉的人也不会看比亚迪一眼。

特斯拉还想超苹果？先过比亚迪吧

美股新手求指教

2022-09-13

电池不一定是最佳解决方案，但有发展潜力，毕竟电池技术在进步，燃油技术已经到极限了。

马斯克关于燃油车的最新预言，会被“打脸”吗？

美股新手求指教

2022-08-03

$尚乘数科(HKD)$这是什么神仙股票。。。。

美股新手求指教

2022-03-11

作者这篇文章没有常识

原材料价格暴涨，马斯克难，国产电动车们会更难

美股新手求指教

2021-10-25

go to the moon

特斯拉总市值突破9800亿美元，现涨7.55%

美股新手求指教

2021-10-25

$特斯拉(TSLA)$还不错。。。

美股新手求指教

2021-08-17

看怎么定义，军事上打败很容易，要想转变当地文化思想却很难，现代又不像古代可以直接把当地人屠了，谁敢不服。

抱歉，原内容已删除

美股新手求指教

2021-07-26

$拼多多(PDD)$能不能回20的远点[捂脸]

美股新手求指教

2021-07-23

$有道(DAO)$有道是最能抗的

美股新手求指教

2021-05-26

$拼多多(PDD)$8亿用户确实水分太大，一线城市高端人群几乎无人使用，而且一个微信登录就能直接买，过段时间我换个微信登录又是一个账号，以及帮砍价的账号，水分至少也有50%

美股新手求指教

2021-05-24

这种处罚跟不罚有什么区别，就跟普通人开车违章罚款一块钱感觉差不多。。

抱歉，原内容已删除

美股新手求指教

2021-04-26

像三星一样全球销量第一么[龇牙]

抱歉，原内容已删除

美股新手求指教

2021-04-25

抖音要伤筋动骨了[喷血]

抱歉，原内容已删除

美股新手求指教

2021-04-21

$JD 20210618 100.0 CALL(JD)$[喷血]

美股新手求指教

2021-04-21

$京东(JD)$比拼多多抗跌点，只能这样安慰自己了[捂脸]

美股新手求指教

2021-04-14

你说了不算

野村：重申京东(9618.HK)“买入”评级目标价378港元

美股新手求指教

2021-04-06

这些是反指吧[笑哭]

花旗：上调跟谁学评级为买入目标价56美元

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</a>&nbsp;","text":"$英伟达(NVDA)$","images":[{"img":"https://static.tigerbbs.com/1934f060b1c81f7b06231355567c179f","width":"882","height":"1608"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/315194210857240","isVote":1,"tweetType":1,"viewCount":1417,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3490012177941164","authorId":"3490012177941164","name":"不信自己就是惨","avatar":"https://static.tigerbbs.com/c2bedfe84f65a49b48e8f5f69817ccdc","crmLevel":7,"crmLevelSwitch":0,"idStr":"3490012177941164","authorIdStr":"3490012177941164"},"content":"这得拿了几年了","text":"这得拿了几年了","html":"这得拿了几年了"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":249539036651624,"gmtCreate":1701962697122,"gmtModify":1701962699862,"author":{"id":"3457816270726969","authorId":"3457816270726969","name":"美股新手求指教","avatar":"https://static.tigerbbs.com/e64802a26b84c05f065846fcf00010c8","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3457816270726969","authorIdStr":"3457816270726969"},"themes":[],"htmlText":"谷歌威武","listText":"谷歌威武","text":"谷歌威武","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/249539036651624","repostId":"2389106446","repostType":2,"repost":{"id":"2389106446","kind":"highlight","pubTimestamp":1701904197,"share":"https://www.laohu8.com/m/news/2389106446?lang=&edition=full","pubTime":"2023-12-07 07:09","market":"us","language":"zh","title":"正面对决GPT-4！谷歌推出“最全能”AI模型Gemini，从手机到数据中心多环境适配","url":"https://stock-news.laohu8.com/highlight/detail?id=2389106446","media":"华尔街见闻","summary":"谷歌旗下AI研究机构DeepMind的产品副总裁Eli Collins称，Gemini的多样性意味着，它“能够在从移动设备到大型数据中心的所有设备上运行。”谷歌计划，明年初，向公众大范围开放Gemini Ultra应用。谷歌的下图展示了Gemini家族三个版本。发布Gemini前，谷歌对它进行了一系列以标准行业指标评估的测试。谷歌承认，Gemini仍然可能存在AI产生的虚假信息或者捏造信息。谷歌仍然使用第三方AI芯片运行Gemini 模型。","content":"<html><head></head><body><blockquote><p><strong>谷歌称，有Gemini高级推理能力，回答难题时“考虑得更仔细”；Gemini Nano手机电脑版周三可用，更强大版Gemini Pro周三起支持聊天机器人Bard、下周面向云客户，最强大版Gemini Ultra明年推行、支持Bard；32种行业指标测试中，Gemini有30种遥遥领先GPT-4；Gemini为原生多模态模型，支持文本和图像的服务，速度更快、效率更高，在谷歌更高性能云芯片TPU v5p训练，谷歌搜索明年融入Gemini功能。</strong></p></blockquote><p><a href=\"https://laohu8.com/S/GOOG\">谷歌</a>迈出了在人工<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>（AI）科技应用上追赶OpenAI的重要一步，推出手机、云、数据中心都可应用的超级全能AI模型，正面对决GPT-4。</p><p>美东时间12月6日周三，谷歌正式向公众发布新一代大语言模型（LLM）Gemini，号称谷歌迄今为止“最大、也最全能的AI模型”，有高级推理能力，回答难题时“考虑得更仔细”。有别于其他公司LLM竞品的是，谷歌强调Gemeni是最灵活的模型，因为它用不同大小的版本，可以适用于各种生成式AI应用。</p><p>其中，最轻盈的版本Gemni Nano可以直接在智能手机上离线运行；相对而言更强大的版本Gemini Pro可以执行多种任务，将通过谷歌的类ChatGPT聊天<a href=\"https://laohu8.com/S/300024\">机器人</a>Bard，为众多<a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>I 服务提供支持，加持谷歌的Gmail、Maps Docs和YouTube等服务；功能最强大的版本Gemini Ultra也是谷歌迄今打造的最强大LLM，主要为数据中心和企业应用而设计。</p><p>谷歌旗下AI研究机构DeepMind的产品副总裁Eli Collins称，Gemini的多样性意味着，它“能够在从移动设备到大型数据中心的所有设备上运行。”他表示，谷歌早就希望打造的新一代AI模型更像是乐于助人的合作者，而不是一种智能的软件，Gemini让谷歌距离这种远景又近了一步。</p><p>现在Gemini只有英语版，谷歌将很快推出其他语言的版本。谷歌CEO Sundar Pichai说，Gemini代表了AI的新时代。最终，Gemini将与谷歌的搜索引擎、广告产品、Chrome浏览器等更多产品结合。</p><h2 id=\"id_3687967864\">Gemini Nano手机电脑版周三可用 Gemini Pro支持Bard、下周面向云客户 Gemini Ultra明年推行</h2><p>具体应用时间表方面，从本周三起，安卓系统开发人员可以注册使用Gemini Nano版，打造智能手机和电脑的Gemini支持App。谷歌称，Gemini可以立即在其旗舰手机Pixel 8 Pro上启用，实现诸如归纳电话录音对话要点等新的生成式AI功能。</p><p>Gemini Pro版从本周三开始支持Bard，实现高级的推理、规划、理解等功能，在170个国家地区以英语一种语言操作运行，可能不包括英国或者其他欧洲地区，因为谷歌称在和当地的监管机构合作。</p><p>从12月13日下周三开始，谷歌将通过谷歌云，在旗下Vertex AI 和 AI Studio平台向云客户提供 Gemini Pro版。</p><p>Gemini Ultra将首先面向开发者和企业客户开放，该版本的应用详情将在下周公布。谷歌计划，明年初，向公众大范围开放Gemini Ultra应用。</p><p>谷歌还计划，明年初发布Gemini Ultra支持的进阶版Bard Advanced，在面向大众推出以前，先将推出一个测试项目，以便改进Bard Advanced。</p><p>谷歌的下图展示了Gemini家族三个版本。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c0a583ba4a365649e3d39150a704b13\" tg-width=\"696\" tg-height=\"481\"/></p><h2 id=\"id_43720917\">32种行业指标测试中 Gemini有30种遥遥领先GPT-4</h2><p>谷歌此次毫不讳言和GPT-4一较高低的雄心。发布Gemini前，谷歌对它进行了一系列以标准行业指标评估的测试。谷歌称，在八项测试中，Gemini Pro有六项的表现优于OpenAI 的 GPT-3.5。在通用语言理解、推理、数学和编码方面测试中，八项基准指标里，Gemini 有七项超过了OpenAI 的最新版模型 GPT-4。</p><p>同时，谷歌评估了旗下可以解释和生成代码的最新生成式AI产品AlphaCode 2，发现在竞争性编程领域，它领先85%的竞争对手。</p><p>DeepMind的CEO Demis Hassabis称，谷歌运行了32种完善的基准指标相关测试，对比Gemini和GPT-4这两个模型，既有诸如多任务语言理解这类广泛的整体测试，到生成Python代码这种单一能力的测试。32种基准指标种，Gemini有30项都“遥遥领先”。</p><p>以下谷歌报告的截图可见，在多选问题、数学问题、Python代码任务、阅读等方面，Gemini Pro和Ultra与GPT-4、GPT-3.5等其他LLM的评分对比。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eb317e01419efc025cf20d9442738273\" tg-width=\"808\" tg-height=\"698\"/></p><h2 id=\"id_2234846904\">Gemini为原生多模态模型 在谷歌更高性能云芯片TPU v5p训练</h2><p>谷歌称，Gemini是一种“原生多模态”AI模型。这意味着它从一开始就经过预先训练，可以处理用户基于文本和图像的提示词任务，支持文本和图像的服务。比如家长可以通过上传数学问题的图像，以及在工作表里尝试解决问题的照片，帮助孩子做家庭作业。Gemini还能阅读答案，理解为何是对的、为何是错的，并解释需要进一步说明的概念。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9687c452c12d3d54b52b766716cff953\" tg-width=\"800\" tg-height=\"450\"/></p><p>谷歌称，谷歌搜索运用生成式AI技术的“搜索生成式体验”在明年融入和Gemini的新功能。</p><p>谷歌承认，Gemini仍然可能存在AI产生的虚假信息或者捏造信息。Collins 称这是尚未解决的研究问题，不过他说，Gemini有迄今为止谷歌AI模型的最全面安全评估。为评估 Gemini 的安全性，谷歌对该模型进行了对抗性测试，模仿有不良企图的用户利用该模型输入提示词，帮助研究人员检查模型中是否存在仇恨言论和政治偏见。这类测试包括“真实毒性提示词”，它包含从网上提取的10万多个提示词。</p><p>谷歌强调Gemini的AI工具效率会非常高、速度非常快。它在谷歌自研的新版云芯片Tensor Processing Units（TPU）上训练，TPU v5p的性能更强，该芯片训练现有模型的速度比前代快2.8倍。TPU v5p是为数据中心的训练和大模型运行而设计。</p><p>谷歌机器学习副总裁 Amin Vahdat 表示，这种方法让谷歌“对未来标准AI基础设施有了新的认识”。谷歌仍然使用第三方AI芯片运行Gemini 模型。</p><p>谷歌提供的下图可见，谷歌数据中心内成排的谷歌云TPU v5p AI 加速器超级计算机。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/27e04238662915afddd2de1ab03bd7ac\" tg-width=\"984\" tg-height=\"553\"/></p><p></p></body></html>","source":"wallstreetcn_api","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>正面对决GPT-4！谷歌推出“最全能”AI模型Gemini，从手机到数据中心多环境适配</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正面对决GPT-4！谷歌推出“最全能”AI模型Gemini，从手机到数据中心多环境适配\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-07 07:09 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3703657><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>谷歌称，有Gemini高级推理能力，回答难题时“考虑得更仔细”；Gemini Nano手机电脑版周三可用，更强大版Gemini Pro周三起支持聊天机器人Bard、下周面向云客户，最强大版Gemini Ultra明年推行、支持Bard；32种行业指标测试中，Gemini有30种遥遥领先GPT-4；Gemini为原生多模态模型，支持文本和图像的服务，速度更快、效率更高，在谷歌更高性能云芯片TPU ...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3703657\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/60497675de60f896c10f785be0cafc20","relate_stocks":{"LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4566":"资本集团","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","BK4538":"云计算","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) 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USD","BK4534":"瑞士信贷持仓"},"source_url":"https://wallstreetcn.com/articles/3703657","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2389106446","content_text":"谷歌称，有Gemini高级推理能力，回答难题时“考虑得更仔细”；Gemini Nano手机电脑版周三可用，更强大版Gemini Pro周三起支持聊天机器人Bard、下周面向云客户，最强大版Gemini Ultra明年推行、支持Bard；32种行业指标测试中，Gemini有30种遥遥领先GPT-4；Gemini为原生多模态模型，支持文本和图像的服务，速度更快、效率更高，在谷歌更高性能云芯片TPU v5p训练，谷歌搜索明年融入Gemini功能。谷歌迈出了在人工智能（AI）科技应用上追赶OpenAI的重要一步，推出手机、云、数据中心都可应用的超级全能AI模型，正面对决GPT-4。美东时间12月6日周三，谷歌正式向公众发布新一代大语言模型（LLM）Gemini，号称谷歌迄今为止“最大、也最全能的AI模型”，有高级推理能力，回答难题时“考虑得更仔细”。有别于其他公司LLM竞品的是，谷歌强调Gemeni是最灵活的模型，因为它用不同大小的版本，可以适用于各种生成式AI应用。其中，最轻盈的版本Gemni Nano可以直接在智能手机上离线运行；相对而言更强大的版本Gemini Pro可以执行多种任务，将通过谷歌的类ChatGPT聊天机器人Bard，为众多谷歌AI 服务提供支持，加持谷歌的Gmail、Maps Docs和YouTube等服务；功能最强大的版本Gemini Ultra也是谷歌迄今打造的最强大LLM，主要为数据中心和企业应用而设计。谷歌旗下AI研究机构DeepMind的产品副总裁Eli Collins称，Gemini的多样性意味着，它“能够在从移动设备到大型数据中心的所有设备上运行。”他表示，谷歌早就希望打造的新一代AI模型更像是乐于助人的合作者，而不是一种智能的软件，Gemini让谷歌距离这种远景又近了一步。现在Gemini只有英语版，谷歌将很快推出其他语言的版本。谷歌CEO Sundar Pichai说，Gemini代表了AI的新时代。最终，Gemini将与谷歌的搜索引擎、广告产品、Chrome浏览器等更多产品结合。Gemini Nano手机电脑版周三可用 Gemini Pro支持Bard、下周面向云客户 Gemini Ultra明年推行具体应用时间表方面，从本周三起，安卓系统开发人员可以注册使用Gemini Nano版，打造智能手机和电脑的Gemini支持App。谷歌称，Gemini可以立即在其旗舰手机Pixel 8 Pro上启用，实现诸如归纳电话录音对话要点等新的生成式AI功能。Gemini Pro版从本周三开始支持Bard，实现高级的推理、规划、理解等功能，在170个国家地区以英语一种语言操作运行，可能不包括英国或者其他欧洲地区，因为谷歌称在和当地的监管机构合作。从12月13日下周三开始，谷歌将通过谷歌云，在旗下Vertex AI 和 AI Studio平台向云客户提供 Gemini Pro版。Gemini Ultra将首先面向开发者和企业客户开放，该版本的应用详情将在下周公布。谷歌计划，明年初，向公众大范围开放Gemini Ultra应用。谷歌还计划，明年初发布Gemini Ultra支持的进阶版Bard Advanced，在面向大众推出以前，先将推出一个测试项目，以便改进Bard Advanced。谷歌的下图展示了Gemini家族三个版本。32种行业指标测试中 Gemini有30种遥遥领先GPT-4谷歌此次毫不讳言和GPT-4一较高低的雄心。发布Gemini前，谷歌对它进行了一系列以标准行业指标评估的测试。谷歌称，在八项测试中，Gemini Pro有六项的表现优于OpenAI 的 GPT-3.5。在通用语言理解、推理、数学和编码方面测试中，八项基准指标里，Gemini 有七项超过了OpenAI 的最新版模型 GPT-4。同时，谷歌评估了旗下可以解释和生成代码的最新生成式AI产品AlphaCode 2，发现在竞争性编程领域，它领先85%的竞争对手。DeepMind的CEO Demis Hassabis称，谷歌运行了32种完善的基准指标相关测试，对比Gemini和GPT-4这两个模型，既有诸如多任务语言理解这类广泛的整体测试，到生成Python代码这种单一能力的测试。32种基准指标种，Gemini有30项都“遥遥领先”。以下谷歌报告的截图可见，在多选问题、数学问题、Python代码任务、阅读等方面，Gemini Pro和Ultra与GPT-4、GPT-3.5等其他LLM的评分对比。Gemini为原生多模态模型 在谷歌更高性能云芯片TPU v5p训练谷歌称，Gemini是一种“原生多模态”AI模型。这意味着它从一开始就经过预先训练，可以处理用户基于文本和图像的提示词任务，支持文本和图像的服务。比如家长可以通过上传数学问题的图像，以及在工作表里尝试解决问题的照片，帮助孩子做家庭作业。Gemini还能阅读答案，理解为何是对的、为何是错的，并解释需要进一步说明的概念。谷歌称，谷歌搜索运用生成式AI技术的“搜索生成式体验”在明年融入和Gemini的新功能。谷歌承认，Gemini仍然可能存在AI产生的虚假信息或者捏造信息。Collins 称这是尚未解决的研究问题，不过他说，Gemini有迄今为止谷歌AI模型的最全面安全评估。为评估 Gemini 的安全性，谷歌对该模型进行了对抗性测试，模仿有不良企图的用户利用该模型输入提示词，帮助研究人员检查模型中是否存在仇恨言论和政治偏见。这类测试包括“真实毒性提示词”，它包含从网上提取的10万多个提示词。谷歌强调Gemini的AI工具效率会非常高、速度非常快。它在谷歌自研的新版云芯片Tensor Processing Units（TPU）上训练，TPU v5p的性能更强，该芯片训练现有模型的速度比前代快2.8倍。TPU v5p是为数据中心的训练和大模型运行而设计。谷歌机器学习副总裁 Amin Vahdat 表示，这种方法让谷歌“对未来标准AI基础设施有了新的认识”。谷歌仍然使用第三方AI芯片运行Gemini 模型。谷歌提供的下图可见，谷歌数据中心内成排的谷歌云TPU v5p AI 加速器超级计算机。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":621216394,"gmtCreate":1672307425519,"gmtModify":1672307427183,"author":{"id":"3457816270726969","authorId":"3457816270726969","name":"美股新手求指教","avatar":"https://static.tigerbbs.com/e64802a26b84c05f065846fcf00010c8","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3457816270726969","authorIdStr":"3457816270726969"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ &nbsp;</a>这。。。。。还是拿着吧","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ &nbsp;</a>这。。。。。还是拿着吧","text":"$特斯拉(TSLA)$ 这。。。。。还是拿着吧","images":[{"img":"https://static.tigerbbs.com/2b7dcc1150c347262ee392572afa00e0","width":"1080","height":"1920"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":41,"commentSize":15,"repostSize":0,"link":"https://laohu8.com/post/621216394","isVote":1,"tweetType":1,"viewCount":8953,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3457816270726969","authorId":"3457816270726969","name":"美股新手求指教","avatar":"https://static.tigerbbs.com/e64802a26b84c05f065846fcf00010c8","crmLevel":3,"crmLevelSwitch":0,"idStr":"3457816270726969","authorIdStr":"3457816270726969"},"content":"钱不算多，2万刀，现在该加仓么 [捂脸]","text":"钱不算多，2万刀，现在该加仓么 [捂脸]","html":"钱不算多，2万刀，现在该加仓么 [捂脸]"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":662110295,"gmtCreate":1666250719217,"gmtModify":1666250722354,"author":{"id":"3457816270726969","authorId":"3457816270726969","name":"美股新手求指教","avatar":"https://static.tigerbbs.com/e64802a26b84c05f065846fcf00010c8","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3457816270726969","authorIdStr":"3457816270726969"},"themes":[],"htmlText":"我并不觉得比亚迪和特斯拉是竞争对手，双方是完全不同的企业，真的是没有一点像，准备买比亚迪的人不会看特斯拉，准备买特斯拉的人也不会看比亚迪一眼。","listText":"我并不觉得比亚迪和特斯拉是竞争对手，双方是完全不同的企业，真的是没有一点像，准备买比亚迪的人不会看特斯拉，准备买特斯拉的人也不会看比亚迪一眼。","text":"我并不觉得比亚迪和特斯拉是竞争对手，双方是完全不同的企业，真的是没有一点像，准备买比亚迪的人不会看特斯拉，准备买特斯拉的人也不会看比亚迪一眼。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/662110295","repostId":"1113963005","repostType":2,"repost":{"id":"1113963005","kind":"news","pubTimestamp":1666243542,"share":"https://www.laohu8.com/m/news/1113963005?lang=&edition=full","pubTime":"2022-10-20 13:25","market":"hk","language":"zh","title":"特斯拉还想超苹果？先过比亚迪吧","url":"https://stock-news.laohu8.com/highlight/detail?id=1113963005","media":"字母榜","summary":"让华尔街担忧的是特斯拉在中国市场面临的激烈竞争。","content":"<html><head></head><body><p>文/刘星志</p><p>尽管<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>新一季财报数据不及预期，但依然挡不住CEO马斯克继续放卫星，“我认为特斯拉处于市值超过<a href=\"https://laohu8.com/S/AAPL\">苹果</a>和沙特阿美之和的正轨之上。我预计特斯拉市值将达到沙特阿美的两倍！”</p><p>北京时间10月20日凌晨，特斯拉发布了其2022年三季度财报。数据显示，三季度特斯拉营业收入214.54亿美元，同比增长56%，创下单季营收新高，但仍低于分析师预期的220.9亿美元。这是自2021年第三季度以来，特斯拉营收首次低于华尔街预期。</p><p>三季度特斯拉调整后净利润32.92亿美元，同比增长75%，略低于一季度的33.18亿美元，但高于分析师预期的32亿美元；汽车业务毛利率27.9%，低于外界预期的28.4%。值得注意的是，特斯拉汽车业务毛利率已经连续两个季度低于30%。</p><p>受上述消息影响，特斯拉盘后跌幅达到6.28%。</p><p>虽然三季度交出的答卷不达预期，但特斯拉CEO马斯克保持了一贯的乐观态度。展望第四季度，马斯克表示：“似乎我们将拥有史诗般的年尾（epic end of year）。”</p><p><img src=\"https://static.tigerbbs.com/7b411c65c2d0079fafe213ea3345c24c\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\"/></p><p>此外，马斯克也对外界最为关注的需求疲软问题做出回应，“预计汽车交付量将在四季度创新纪录，公司预计四季度车辆需求将‘相当不错’。”</p><p>早在业绩公布半个月前，10月3日，特斯拉公布的第三季度新车产销数据，就给投资者打了“预防针”。</p><p>数据显示，今年三季度，特斯拉生产了365,923辆汽车，包括19935辆Model S / X和345988辆Model 3 / Y；同期交付了343,830辆汽车，包括18672辆Model S / X和325158辆Model 3 / Y，同比增长42.4%、环比增长34.9%，并创下单季交付纪录。</p><p>但这一数据并未达到外界预期。数据发布后，此前长期看涨特斯拉的<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析师Adam Jonas也调整了预期，他将特斯拉的全年交付量预测从之前的137万辆下调至131万辆，而2023全年的预测从200万辆降至180万辆。</p><p>产量与销量之间相差的2.2万辆缺口也引起了外界担忧。财报中，特斯拉将其归咎于运输和物流问题，但这一说法并不能让外界信服，分析师担忧，如果这一状况不能得到改善，可能意味着特斯拉面临需求疲软问题，这将严重影响公司未来的业绩增长。</p><p>中国市场的需求状况最令分析师担忧。<a href=\"https://laohu8.com/S/RY\">加拿大皇家银行</a>资本市场(RBC Capital Markets)表示:“目前最令人担忧的是中国的需求，因为交付周期似乎在缩短。”特斯拉官网显示，后驱版Model Y交付周期在1-4周；而Model Y其他版本和Model 3的交付周期均为4-8周。</p><p>交付周期缩短，固然与上海工厂产能提升有关，但让华尔街担忧的是特斯拉在中国市场面临的激烈竞争。</p><p>10月3日，<a href=\"https://laohu8.com/S/002594\">比亚迪</a>紧随特斯拉，公布了车辆销售数据。数据显示，今年三季度，比亚迪新能源乘用车累计销量为537,164辆，同比增长187.01%，其中九月单月销量更是突破20万，达到201,259辆，同比增长151.2%。</p><p>这已经是比亚迪挤掉特斯拉、连续三个月位居全球新能源汽车销量第一。尽管中国市场的表现仍旧是特斯拉最为亮眼的部分，但在越发激烈的中国车企竞争之下，外界不免担忧：特斯拉的高增长神话还能维持多久？</p><p><b>A</b></p><p>尽管业绩不达预期，财报电话会上的马斯克仍旧是那个“乐观男孩”。针对外界最关心的问题，马斯克的一系列回应也给投资者吃下了一颗“定心丸”。</p><p>首先是外界最为关注的需求问题。高通胀、欧洲能源问题，以及中国市场走弱的迹象，无不让外界担忧特斯拉将迎来需求疲软，进而增速放缓。先于业绩公布的三季度产销状况不达预期，则进一步放大了外界对特斯拉需求问题的担忧。产销数据公布到财报发布前，特斯拉股价承压，下跌近10%。</p><p>从今年三季度的产量与交付量之间存在2.2万辆缺口来看，一些分析师认为特斯拉的产量超出了销量，出现需求疲软的迹象。中国市场交付周期的缩短则加重了外界的这一质疑。</p><p>但特斯拉在一份声明中表示，公司第三季度生产的所有汽车都已被客户订购，但该公司在确保足够的运输来交付这些车辆方面面临挑战。</p><p><img src=\"https://static.tigerbbs.com/675312c731944d4810dc87b996713388\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\"/></p><p>财报电话会上，马斯克则进一步解释了这个问题。马斯克称，新车交付受阻的主要原因是“没有足够多的船只，没有足够多的火车，没有足够多的货车”。</p><p>按照这一说法，产量与交付量的缺口并非库存，而是“堵”在了路上。特斯拉高管也警告称，交付问题将继续存在，这或将导致第四季度特斯拉交付量增长低于50%，而产量增长高于50%；换句话说，缺口仍会存在，且可能扩大。</p><p>除此之外，马斯克还放出一系列利好消息，以进一步打消外界的疑虑。虽然交付的车可能会堵在公路、铁路，甚至海上，但财报电话会上马斯克仍表示，四季度的交付将创纪录，特斯拉将拥有“史诗般的年尾”。</p><p>此外，马斯克透露，特斯拉正在研究造价更低的下一代车辆平台，并将介入原材料生产。马斯克在会上确认特斯拉正在美国德州修建锂冶炼厂。</p><p>马斯克和高管认为，尽管大多数大宗商品价格正在下滑，但电池级锂的价格仍在上涨，且运费高得离谱。而上述一系列举措将有助于特斯拉长期控制成本。“如果我们不得不通过挖矿来获取电动汽车原材料，那我们就会去挖矿。”马斯克表示。</p><p>此外，马斯克还透露了一些业务的新进展，比如重申FSD（全自动驾驶）将在四季度发布，12月将向百事“亲手交付”Semi卡车，多次跳票的Cybertruck有望在2023年前期投产等。</p><p>为了提振股价，财报电话会上，特斯拉高管还透露了可能会回购50-100亿美元股票的消息，但并未说明实施细节。</p><p><b>B</b></p><p>除了这些短期目标，对于特斯拉股价的远景，马斯克放起了卫星。马斯克称：“我认为特斯拉处于市值超过苹果和沙特阿美之和的正轨之上。我预计特斯拉市值将达到沙特阿美的两倍！”</p><p>从打消投资者疑虑，到大放卫星，在马斯克眼中，如果抛去业绩数据不谈的话，特斯拉表现极佳，前景广阔。</p><p>分析师担忧的需求疲软问题，被马斯克和高管用运输问题解释——车不是卖不出去，而是堵在了路上；四季度的需求十分强劲，产量和交付量将再创新高。据teslarati报道，分析师Trip Chowdhry预测，特斯拉2022年第四季度全球交付量将达到51.1万辆。</p><p>这一预测并不出乎意料，一大原因在于特斯拉的交付有很强的季节性因素。以2021年为例，特斯拉交付量达到了93万辆，但上半年仅交付38万辆新车交付，下半年交付量却暴增到接近60万辆。</p><p>但即使达成分析师预测的51.1万辆交付数据，特斯拉也无法完成其之前定下的目标。特斯拉曾表示未来几年汽车交付量将实现50%的平均年增长。这意味着特斯拉需要在2022年生产150万辆汽车。</p><p>前三个季度，特斯拉共交付91万辆汽车，距离150万辆的目标还差59万辆，这无疑是一个巨大的挑战。值得注意的是，特斯拉全年目标的难以实现，与上海工厂产量二季度受到疫情影响有很大关系。</p><p><img src=\"https://static.tigerbbs.com/4d8887ef1cd800568147b1f7aae76736\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\"/></p><p>除去产销量数据以外，特斯拉还面临盈利能力下滑的问题。据财报数据，今年三季度特斯拉非美国通用会计准则（GAAP）口径下调整后每股收益（EPS）为1.05美元，同比增长69%，略低于一季度所创的EPS最高纪录1.07美元，高于分析师预期的1.01美元；GAAP口径下毛利率25.1%，低于分析师预期的26.6%，与去年三季度持平。</p><p>而三季度特斯拉汽车业务毛利率27.9%，低于分析师预期的28.4%，且连续第二个季度低于30%。去年下半年到今年一季度，该项数据均高于30%。这还是在特斯拉多次提价，单季营收创纪录的情况下。</p><p><b>C</b></p><p>与特斯拉相比，比亚迪今年的表现则相当亮眼。10月3日，比亚迪公布了业绩预期，其三季度销量超过了特斯拉，同比增长超过150%。借由三季度的强劲增长，比亚迪前九个月销量约118万辆，同比增长249.56%。</p><p>实际上，今年7月，车企公布上半年成绩单时，比亚迪就以64万辆的成绩超越特斯拉的56万辆，成为2022年上半年全球新能源汽车销冠。</p><p>但此前外界认为，比亚迪增长最快的是混动车型，而特斯拉销售的是纯电车型，比亚迪的价位也和特斯拉有一定差距，二者属于错位竞争。此外，正是由于价格等因素上的差别，比亚迪利润率远低于特斯拉，赚钱能力弱是比亚迪的“硬伤”。</p><p>但在销量大涨的情况下，规模效应逐渐显现，比亚迪的盈利也节节攀升。</p><p>从季度数据来看，今年一、二季度，比亚迪实现营业收入668.25亿元、837.82亿元，同比增长63.02%、67.92%，对应的净利润为8.08亿元、27.87亿元，同比增长240.59%、197.67%；扣非净利润为5.14亿元、25.15亿元，同比增长729.44%、458.60%。</p><p>而到了三季度，比亚迪盈利能力进一步增长，预计实现净利润55.05-59.05亿元，较去年同期的12.70亿元增长333.60%-365.11%；预计扣非净利润为50.71-57.71亿元，较去年同期的5.18亿元增长879.37%-1014.57%，利润同比涨幅最高达到十倍。</p><p>毫无疑问，在营收和利润上，比亚迪与特斯拉仍有不小的差距，但在特斯拉增长放缓，毛利率下降，而比亚迪快速增长的情况下，二者的差距正在缩小。</p><p><img src=\"https://static.tigerbbs.com/4cc3f848175109411126d432964d5b1f\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\"/></p><p>此外，特斯拉在国内不止面对比亚迪一个对手，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、理想、<a href=\"https://laohu8.com/S/601127\">赛力斯</a>等品牌虽不能对特斯拉造成正面冲击，但也在一定程度上瓜分着特斯拉的潜在市场份额。</p><p>而且，国内品牌的影响力已经不只局限于国内市场，激烈的竞争之下，不少品牌将目光投向海外。在对新能源大力支持的挪威打前站，再向欧洲其他地区辐射，已经成为造车新势力的惯常操作。</p><p>但新势力在出海上更追求品牌声量，公开数据显示，2022年1~8月，<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>在挪威的交付量仅600辆左右，不及特斯拉的零头。</p><p>相比之下，比亚迪出海则更看重销量，相对务实。而在出海策略上，比亚迪选择了与特斯拉相似的逻辑——建厂。9月8日，比亚迪签约泰国WHA工业园，正式签署土地认购、建厂相关协议。这标志着比亚迪全资投建的首个海外乘用车工厂正式在泰国落地，出海布局再落一子。</p><p>对于这种形势，<a href=\"https://laohu8.com/S/SPGI\">标普全球</a>评级在最近的一份报告中直言，特斯拉需要在2025年之前扩大产品范围，来增强竞争力对抗一系列新老对手。</p></body></html>","source":"ZMB","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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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特斯拉还想超苹果？先过比亚迪吧\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-20 13:25 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tech/csj/2022-10-20/doc-imqmmthc1514779.shtml><strong>字母榜</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文/刘星志尽管特斯拉新一季财报数据不及预期，但依然挡不住CEO马斯克继续放卫星，“我认为特斯拉处于市值超过苹果和沙特阿美之和的正轨之上。我预计特斯拉市值将达到沙特阿美的两倍！”北京时间10月20日凌晨，特斯拉发布了其2022年三季度财报。数据显示，三季度特斯拉营业收入214.54亿美元，同比增长56%，创下单季营收新高，但仍低于分析师预期的220.9亿美元。这是自2021年第三季度以来，特斯拉营收...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/csj/2022-10-20/doc-imqmmthc1514779.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/4d8887ef1cd800568147b1f7aae76736","relate_stocks":{"002594":"比亚迪","01211":"比亚迪股份","TSLA":"特斯拉"},"source_url":"https://finance.sina.com.cn/tech/csj/2022-10-20/doc-imqmmthc1514779.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113963005","content_text":"文/刘星志尽管特斯拉新一季财报数据不及预期，但依然挡不住CEO马斯克继续放卫星，“我认为特斯拉处于市值超过苹果和沙特阿美之和的正轨之上。我预计特斯拉市值将达到沙特阿美的两倍！”北京时间10月20日凌晨，特斯拉发布了其2022年三季度财报。数据显示，三季度特斯拉营业收入214.54亿美元，同比增长56%，创下单季营收新高，但仍低于分析师预期的220.9亿美元。这是自2021年第三季度以来，特斯拉营收首次低于华尔街预期。三季度特斯拉调整后净利润32.92亿美元，同比增长75%，略低于一季度的33.18亿美元，但高于分析师预期的32亿美元；汽车业务毛利率27.9%，低于外界预期的28.4%。值得注意的是，特斯拉汽车业务毛利率已经连续两个季度低于30%。受上述消息影响，特斯拉盘后跌幅达到6.28%。虽然三季度交出的答卷不达预期，但特斯拉CEO马斯克保持了一贯的乐观态度。展望第四季度，马斯克表示：“似乎我们将拥有史诗般的年尾（epic end of year）。”此外，马斯克也对外界最为关注的需求疲软问题做出回应，“预计汽车交付量将在四季度创新纪录，公司预计四季度车辆需求将‘相当不错’。”早在业绩公布半个月前，10月3日，特斯拉公布的第三季度新车产销数据，就给投资者打了“预防针”。数据显示，今年三季度，特斯拉生产了365,923辆汽车，包括19935辆Model S / X和345988辆Model 3 / Y；同期交付了343,830辆汽车，包括18672辆Model S / X和325158辆Model 3 / Y，同比增长42.4%、环比增长34.9%，并创下单季交付纪录。但这一数据并未达到外界预期。数据发布后，此前长期看涨特斯拉的摩根士丹利分析师Adam Jonas也调整了预期，他将特斯拉的全年交付量预测从之前的137万辆下调至131万辆，而2023全年的预测从200万辆降至180万辆。产量与销量之间相差的2.2万辆缺口也引起了外界担忧。财报中，特斯拉将其归咎于运输和物流问题，但这一说法并不能让外界信服，分析师担忧，如果这一状况不能得到改善，可能意味着特斯拉面临需求疲软问题，这将严重影响公司未来的业绩增长。中国市场的需求状况最令分析师担忧。加拿大皇家银行资本市场(RBC Capital Markets)表示:“目前最令人担忧的是中国的需求，因为交付周期似乎在缩短。”特斯拉官网显示，后驱版Model Y交付周期在1-4周；而Model Y其他版本和Model 3的交付周期均为4-8周。交付周期缩短，固然与上海工厂产能提升有关，但让华尔街担忧的是特斯拉在中国市场面临的激烈竞争。10月3日，比亚迪紧随特斯拉，公布了车辆销售数据。数据显示，今年三季度，比亚迪新能源乘用车累计销量为537,164辆，同比增长187.01%，其中九月单月销量更是突破20万，达到201,259辆，同比增长151.2%。这已经是比亚迪挤掉特斯拉、连续三个月位居全球新能源汽车销量第一。尽管中国市场的表现仍旧是特斯拉最为亮眼的部分，但在越发激烈的中国车企竞争之下，外界不免担忧：特斯拉的高增长神话还能维持多久？A尽管业绩不达预期，财报电话会上的马斯克仍旧是那个“乐观男孩”。针对外界最关心的问题，马斯克的一系列回应也给投资者吃下了一颗“定心丸”。首先是外界最为关注的需求问题。高通胀、欧洲能源问题，以及中国市场走弱的迹象，无不让外界担忧特斯拉将迎来需求疲软，进而增速放缓。先于业绩公布的三季度产销状况不达预期，则进一步放大了外界对特斯拉需求问题的担忧。产销数据公布到财报发布前，特斯拉股价承压，下跌近10%。从今年三季度的产量与交付量之间存在2.2万辆缺口来看，一些分析师认为特斯拉的产量超出了销量，出现需求疲软的迹象。中国市场交付周期的缩短则加重了外界的这一质疑。但特斯拉在一份声明中表示，公司第三季度生产的所有汽车都已被客户订购，但该公司在确保足够的运输来交付这些车辆方面面临挑战。财报电话会上，马斯克则进一步解释了这个问题。马斯克称，新车交付受阻的主要原因是“没有足够多的船只，没有足够多的火车，没有足够多的货车”。按照这一说法，产量与交付量的缺口并非库存，而是“堵”在了路上。特斯拉高管也警告称，交付问题将继续存在，这或将导致第四季度特斯拉交付量增长低于50%，而产量增长高于50%；换句话说，缺口仍会存在，且可能扩大。除此之外，马斯克还放出一系列利好消息，以进一步打消外界的疑虑。虽然交付的车可能会堵在公路、铁路，甚至海上，但财报电话会上马斯克仍表示，四季度的交付将创纪录，特斯拉将拥有“史诗般的年尾”。此外，马斯克透露，特斯拉正在研究造价更低的下一代车辆平台，并将介入原材料生产。马斯克在会上确认特斯拉正在美国德州修建锂冶炼厂。马斯克和高管认为，尽管大多数大宗商品价格正在下滑，但电池级锂的价格仍在上涨，且运费高得离谱。而上述一系列举措将有助于特斯拉长期控制成本。“如果我们不得不通过挖矿来获取电动汽车原材料，那我们就会去挖矿。”马斯克表示。此外，马斯克还透露了一些业务的新进展，比如重申FSD（全自动驾驶）将在四季度发布，12月将向百事“亲手交付”Semi卡车，多次跳票的Cybertruck有望在2023年前期投产等。为了提振股价，财报电话会上，特斯拉高管还透露了可能会回购50-100亿美元股票的消息，但并未说明实施细节。B除了这些短期目标，对于特斯拉股价的远景，马斯克放起了卫星。马斯克称：“我认为特斯拉处于市值超过苹果和沙特阿美之和的正轨之上。我预计特斯拉市值将达到沙特阿美的两倍！”从打消投资者疑虑，到大放卫星，在马斯克眼中，如果抛去业绩数据不谈的话，特斯拉表现极佳，前景广阔。分析师担忧的需求疲软问题，被马斯克和高管用运输问题解释——车不是卖不出去，而是堵在了路上；四季度的需求十分强劲，产量和交付量将再创新高。据teslarati报道，分析师Trip Chowdhry预测，特斯拉2022年第四季度全球交付量将达到51.1万辆。这一预测并不出乎意料，一大原因在于特斯拉的交付有很强的季节性因素。以2021年为例，特斯拉交付量达到了93万辆，但上半年仅交付38万辆新车交付，下半年交付量却暴增到接近60万辆。但即使达成分析师预测的51.1万辆交付数据，特斯拉也无法完成其之前定下的目标。特斯拉曾表示未来几年汽车交付量将实现50%的平均年增长。这意味着特斯拉需要在2022年生产150万辆汽车。前三个季度，特斯拉共交付91万辆汽车，距离150万辆的目标还差59万辆，这无疑是一个巨大的挑战。值得注意的是，特斯拉全年目标的难以实现，与上海工厂产量二季度受到疫情影响有很大关系。除去产销量数据以外，特斯拉还面临盈利能力下滑的问题。据财报数据，今年三季度特斯拉非美国通用会计准则（GAAP）口径下调整后每股收益（EPS）为1.05美元，同比增长69%，略低于一季度所创的EPS最高纪录1.07美元，高于分析师预期的1.01美元；GAAP口径下毛利率25.1%，低于分析师预期的26.6%，与去年三季度持平。而三季度特斯拉汽车业务毛利率27.9%，低于分析师预期的28.4%，且连续第二个季度低于30%。去年下半年到今年一季度，该项数据均高于30%。这还是在特斯拉多次提价，单季营收创纪录的情况下。C与特斯拉相比，比亚迪今年的表现则相当亮眼。10月3日，比亚迪公布了业绩预期，其三季度销量超过了特斯拉，同比增长超过150%。借由三季度的强劲增长，比亚迪前九个月销量约118万辆，同比增长249.56%。实际上，今年7月，车企公布上半年成绩单时，比亚迪就以64万辆的成绩超越特斯拉的56万辆，成为2022年上半年全球新能源汽车销冠。但此前外界认为，比亚迪增长最快的是混动车型，而特斯拉销售的是纯电车型，比亚迪的价位也和特斯拉有一定差距，二者属于错位竞争。此外，正是由于价格等因素上的差别，比亚迪利润率远低于特斯拉，赚钱能力弱是比亚迪的“硬伤”。但在销量大涨的情况下，规模效应逐渐显现，比亚迪的盈利也节节攀升。从季度数据来看，今年一、二季度，比亚迪实现营业收入668.25亿元、837.82亿元，同比增长63.02%、67.92%，对应的净利润为8.08亿元、27.87亿元，同比增长240.59%、197.67%；扣非净利润为5.14亿元、25.15亿元，同比增长729.44%、458.60%。而到了三季度，比亚迪盈利能力进一步增长，预计实现净利润55.05-59.05亿元，较去年同期的12.70亿元增长333.60%-365.11%；预计扣非净利润为50.71-57.71亿元，较去年同期的5.18亿元增长879.37%-1014.57%，利润同比涨幅最高达到十倍。毫无疑问，在营收和利润上，比亚迪与特斯拉仍有不小的差距，但在特斯拉增长放缓，毛利率下降，而比亚迪快速增长的情况下，二者的差距正在缩小。此外，特斯拉在国内不止面对比亚迪一个对手，蔚来、理想、赛力斯等品牌虽不能对特斯拉造成正面冲击，但也在一定程度上瓜分着特斯拉的潜在市场份额。而且，国内品牌的影响力已经不只局限于国内市场，激烈的竞争之下，不少品牌将目光投向海外。在对新能源大力支持的挪威打前站，再向欧洲其他地区辐射，已经成为造车新势力的惯常操作。但新势力在出海上更追求品牌声量，公开数据显示，2022年1~8月，蔚来在挪威的交付量仅600辆左右，不及特斯拉的零头。相比之下，比亚迪出海则更看重销量，相对务实。而在出海策略上，比亚迪选择了与特斯拉相似的逻辑——建厂。9月8日，比亚迪签约泰国WHA工业园，正式签署土地认购、建厂相关协议。这标志着比亚迪全资投建的首个海外乘用车工厂正式在泰国落地，出海布局再落一子。对于这种形势，标普全球评级在最近的一份报告中直言，特斯拉需要在2025年之前扩大产品范围，来增强竞争力对抗一系列新老对手。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1425,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":663807982,"gmtCreate":1663070385746,"gmtModify":1663070386857,"author":{"id":"3457816270726969","authorId":"3457816270726969","name":"美股新手求指教","avatar":"https://static.tigerbbs.com/e64802a26b84c05f065846fcf00010c8","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3457816270726969","authorIdStr":"3457816270726969"},"themes":[],"htmlText":"电池不一定是最佳解决方案，但有发展潜力，毕竟电池技术在进步，燃油技术已经到极限了。","listText":"电池不一定是最佳解决方案，但有发展潜力，毕竟电池技术在进步，燃油技术已经到极限了。","text":"电池不一定是最佳解决方案，但有发展潜力，毕竟电池技术在进步，燃油技术已经到极限了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/663807982","repostId":"1100974865","repostType":2,"repost":{"id":"1100974865","kind":"news","pubTimestamp":1663060892,"share":"https://www.laohu8.com/m/news/1100974865?lang=&edition=full","pubTime":"2022-09-13 17:21","market":"us","language":"zh","title":"马斯克关于燃油车的最新预言，会被“打脸”吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=1100974865","media":"每日经济新闻","summary":"“炮轰”燃油车的语录中，马斯克再添经典名句。","content":"<div>\n<p>记者丨董天意“炮轰”燃油车的语录中，马斯克再添经典名句。9月13日，特斯拉CEO埃隆·马斯克在个人社交媒体上发文称：“不久后，我们将以目前看待蒸汽机的方式看待燃油车。今天购买的燃油车的剩余价值将比人们想象得低得多。”图片来源：新浪微博@ElonMusk但上述言论似乎并未得到全部网友的认可。有网友表示：“（燃油车）会被取代，但不是现在。”也有网友质疑称，马斯克的目的“就是推销一下自己家的特斯拉”，而...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/2ukDkO-Qvsd3Ol7FeLPf8Q\">Web Link</a>\n\n</div>\n","source":"mrjjxw","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>马斯克关于燃油车的最新预言，会被“打脸”吗？</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马斯克关于燃油车的最新预言，会被“打脸”吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-13 17:21 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/2ukDkO-Qvsd3Ol7FeLPf8Q><strong>每日经济新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>记者丨董天意“炮轰”燃油车的语录中，马斯克再添经典名句。9月13日，特斯拉CEO埃隆·马斯克在个人社交媒体上发文称：“不久后，我们将以目前看待蒸汽机的方式看待燃油车。今天购买的燃油车的剩余价值将比人们想象得低得多。”图片来源：新浪微博@ElonMusk但上述言论似乎并未得到全部网友的认可。有网友表示：“（燃油车）会被取代，但不是现在。”也有网友质疑称，马斯克的目的“就是推销一下自己家的特斯拉”，而...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/2ukDkO-Qvsd3Ol7FeLPf8Q\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6f0a276a7fc6cdd65b6b5bce6b486e1d","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://mp.weixin.qq.com/s/2ukDkO-Qvsd3Ol7FeLPf8Q","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100974865","content_text":"记者丨董天意“炮轰”燃油车的语录中，马斯克再添经典名句。9月13日，特斯拉CEO埃隆·马斯克在个人社交媒体上发文称：“不久后，我们将以目前看待蒸汽机的方式看待燃油车。今天购买的燃油车的剩余价值将比人们想象得低得多。”图片来源：新浪微博@ElonMusk但上述言论似乎并未得到全部网友的认可。有网友表示：“（燃油车）会被取代，但不是现在。”也有网友质疑称，马斯克的目的“就是推销一下自己家的特斯拉”，而电动车目前的诸多痛点仍未完全解决。图片来源：新浪微博事实上，这并非马斯克首次公开“炮轰”燃油车。今年7月，马斯克就曾评论称，自动驾驶的电动汽车将是最重要的，（开）没有自动驾驶的汽油车如同骑马和使用翻盖手机一样。而“diss”燃油车也似乎成为新造车企业的“基本操作”。此前，蔚来汽车董事长李斌曾公开表示：“完全想不明白，现在大家为什么还买油车，除了能闻点汽油味，别的还有什么好？听个响？”华为常务董事、智能汽车解决方案BU CEO余承东也曾发表过类似言论。在2022年粤港澳车展上，余承东直言：“纯燃油车时代会很快结束，现在买燃油车，无异于智能手机时代买功能机。”争论背后，全球新能源汽车销量的不断走高是不争的事实。据央视新闻，2022世界新能源汽车大会与会专家表示，目前全球新能源汽车累计销量已突破2000万辆；2022年上半年，全球新能源汽车销量超过422万辆，同比增长66.38%，再创新高。另据特斯拉官方数据，今年上半年，其全球总交付量为56.4万辆，约占全球新能源汽车销量的13.4%。按照特斯拉规划的“多年内实现年均交付量50%增长”目标，特斯拉2022年交付量有望突破140万辆。摩根士丹利分析师Adam Jonas预测，2022财年，特斯拉新车交付量将达146万辆，同比增长56%。图片来源：视觉中国按照规划，到2030年，特斯拉每年销售目标为2000万辆。为此，特斯拉在提高现有工厂产能的同时，还计划继续在全球范围内建设工厂。“今年晚些时候，（我们）将公布公司最新一座工厂的选址结果。”马斯克表示，未来，特斯拉预计会在全球建设10~12家超级工厂，每座工厂规划年产能预计在150万~200万辆之间，10年后特斯拉有信心实现超过1亿辆的交付量。有观点认为，特斯拉良好的市场表现与产能布局，或许给予了马斯克频频向燃油车“开炮”的底气与信心。但需要注意的是，今年9月，马斯克在挪威召开的一场能源大会上曾发表与上述观点“截然不同”的言论。彼时，马斯克曾称，人类“在短期内”必须依赖石油和天然气，否则“文明将会崩溃”。此外，马斯克表示，向可持续能源过渡需要几十年才能完成，并强调自己不赞同将石油和天然气妖魔化，“现在，我们需要更多石油和天然气，而不是相反。但同时要快速迈向可持续的能源经济。”图片来源：视觉中国事实上，爱立“flag”的马斯克曾多次遭遇“打脸”时刻。此前，马斯克也是通过个人社交媒体发文称，考虑以420美元每股的价格对特斯拉进行私有化，并称“资金已到位”。但随后事实表明，特斯拉的私有化计划并不可行，并且资金也并未像马斯克所说的“已经到位”。随后，在一片质疑声中，马斯克宣布取消特斯拉私有化计划，并付出了2000万美元的民事罚款作为代价。2017年6月，马斯克曾表示，其旗下“无聊公司”（the boring company)已经获得政府相关部门的口头支持，将在纽约和华盛顿特区之间建造一条地下隧道。但随后《今日美国》网站（USA TODAY）发文称，以当时的技术和成本，从美国东部的纽约将隧道挖至西部的华盛顿，预计“要挖100年”。该网站甚至直言：“造火箭都比这容易点。”在此背景下，频频发出咋舌言论的马斯克也引来不少质疑之声。此前，美国银行高级汽车行业分析师墨菲（John Murphy）曾在研究报告中表示：“马斯克的动作不够快，他非常傲慢，以为其他汽车制造商永远赶不上他，也永远无法做出他能够做成的事情。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":1657,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":685129273,"gmtCreate":1659507587494,"gmtModify":1659507587494,"author":{"id":"3457816270726969","authorId":"3457816270726969","name":"美股新手求指教","avatar":"https://static.tigerbbs.com/e64802a26b84c05f065846fcf00010c8","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3457816270726969","authorIdStr":"3457816270726969"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HKD\">$尚乘数科(HKD)$</a>这是什么神仙股票。。。。","listText":"<a href=\"https://laohu8.com/S/HKD\">$尚乘数科(HKD)$</a>这是什么神仙股票。。。。","text":"$尚乘数科(HKD)$这是什么神仙股票。。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/685129273","isVote":1,"tweetType":1,"viewCount":1372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":635857575,"gmtCreate":1646954874948,"gmtModify":1646954874948,"author":{"id":"3457816270726969","authorId":"3457816270726969","name":"美股新手求指教","avatar":"https://static.tigerbbs.com/e64802a26b84c05f065846fcf00010c8","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3457816270726969","authorIdStr":"3457816270726969"},"themes":[],"htmlText":"作者这篇文章没有常识","listText":"作者这篇文章没有常识","text":"作者这篇文章没有常识","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/635857575","repostId":"1187545817","repostType":2,"repost":{"id":"1187545817","kind":"news","pubTimestamp":1646895834,"share":"https://www.laohu8.com/m/news/1187545817?lang=&edition=full","pubTime":"2022-03-10 15:03","market":"sh","language":"zh","title":"原材料价格暴涨，马斯克难，国产电动车们会更难","url":"https://stock-news.laohu8.com/highlight/detail?id=1187545817","media":"智能车参考","summary":"镍价暴涨，咋就伤了低价电动车？","content":"<html><head></head><body><p>作者：万博</p><p>马斯克也许想不到，一次战争黑天鹅，让<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>备受期待的低价电动车计划，更难了。</p><p>咋回事？</p><p>受国际形势影响，金属镍，价格涨疯了。LME（伦敦金属交易所）镍交易价格日涨逾100%，两日内交易价格突破10万美元/吨。</p><p>而镍，可是动力电池关键原材料，本来价格就一直高居不下，这次意外涨价，又是雪上加霜。</p><p>马斯克也好，其他电动新势力也好，供应更难，更具性价比的车型更难。</p><p>搞不好，现有的车型，还会涨价。要买电动车的朋友，得留意了。</p><p><b>镍价暴涨，咋就伤了低价电动车？</b></p><p>这还得从金属镍在电动车动力电池的应用说起。</p><p>原本金属镍，也没有这么金贵，曾经只是在生产不锈钢中有大规模应用。但是当新能源汽车风口来临，金属镍，因其在提升动力电池能量密度方面的独特作用，也在这波浪潮中乘势起飞了。</p><p><img src=\"https://static.tigerbbs.com/b2fe129be8e0534e1e35c2189627e934\" tg-width=\"550\" tg-height=\"365\" referrerpolicy=\"no-referrer\"/></p><p>具体来说，镍，主要应用于三元锂电池的正极材料前驱体中。</p><p>镍元素，以硫酸镍的形式应用于正极前驱体，因其可以提高材料活性，是三元锂电池高能量密度的秘密武器。</p><p>而三元锂电池，因这3种材料的配比不同，又可以分为Ni：Mn 等量型和Ni：Mn 不等量型。后者因为镍元素的高配比，能量密度高，也被称作高镍电池，是目前三元锂电池应用于电动车的主流方向。</p><p>在应用规模上，受到新能源汽车产业的带动效应，高镍电池近些年规模快速扩张。</p><p>据信达证券预计，到2025年，我国高镍电池的装机量将达到262.4Gwh，对应的硫酸镍用量将达到100.11 万吨，如果按照加工过程中20%镍折损的情况来算，需求超过138万吨。照此测算，届时我国镍金属需求量将达到31万吨，全球总需求量为89万吨。</p><p><img src=\"https://static.tigerbbs.com/40d69b669f19efa897a8c7683dee77c4\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\"/></p><p>所以问题是，全球镍金属产量，能否满足电动车行业镍需求？</p><p><a href=\"https://laohu8.com/S/601108\">财通证券</a>预测，2020年到2030年10年间，动力电池行业镍需求年复合增长率为28.5%，去年用于电池生产的镍金属占全球镍产量的15%左右。结合美国地质调查局（USGS）数据，2021年全球镍金属产量为270万吨，照此来算，去年提供给电池产业的镍金属只有40.5万吨。</p><p>距离2025年的89万吨，差了一倍不止。</p><p>而从行业来看，镍金属供应，其实长期处于紧张状态，价格也在持续上涨，而这一次，受战争黑天鹅事件影响，镍金属价格一夜之间涨幅逾100%，两日涨价2.5倍，交易价格突破10万美元（63.21万元人民币）/吨。</p><p><img src=\"https://static.tigerbbs.com/579ba6798f7a1b9ef18a9929ff719616\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\"/></p><p>按照这个价格涨势，电池成本的压力，即便成本控制高手马斯克，也对更低价的特斯拉束手无策。</p><p>按照每GWh高镍电池（NCM 811型为例）需要750吨金属镍来算，镍金属价格每涨1万元/吨，每GWh高镍电池成本将增加500-750万元。</p><p>就最近两天镍金属的涨价幅度，特斯拉Model 3搭载的80KWh高镍电池包，成本将增加至少15000万元人民币。</p><p>这还是定位中高端的特斯拉Model 3，对善于控制成本的马斯克来说，还能在别的地方着补回来，但对于利润空间小的低价电动车来说，这增加的15000万元的电池成本，可是要命的事情。</p><p>毕竟五菱宏光Mini EV，整车也就卖个3万多块。</p><p><img src=\"https://static.tigerbbs.com/c14f77fc5a523792782fd47d9d78d027\" tg-width=\"550\" tg-height=\"365\" referrerpolicy=\"no-referrer\"/></p><p><b>其他原材料也在涨</b></p><p><b>动力电池，还有哪些关键原材料？</b></p><p>目前来说，电动车动力电池，基本上是磷酸铁锂电池和三元锂电池两种路线平分天下的局面。</p><p>就这两种电池来说，锂、钴、锰三种金属，都是绕不开的原材料。</p><p>磷酸铁锂电池，主要是以磷酸铁锂为正极，碳元素为负极的锂离子电池，相对于三元锂电池，优点在于，磷和铁的储量丰富，价格比较低，同时还具有安全优势。<a href=\"https://laohu8.com/S/002594\">比亚迪</a>官方承诺‘永不起火’的刀片电池，就属于这一类。</p><p><img src=\"https://static.tigerbbs.com/be45045c2d60c66e7d484ae72765778a\" tg-width=\"550\" tg-height=\"384\" referrerpolicy=\"no-referrer\"/></p><p>而三元锂电池，除了上文中涨疯了的镍，还有两种至关重要的元素：钴和锰。我们熟知的三元锂电池中的‘三元’，指的是正极前驱体的3种金属元素：镍（Ni）、钴（Co）、锰（Mn）。</p><p>这3类金属元素，在三元锂电池中各司其职：</p><p>钴元素属于一类活性元素，负责稳定材料的层状结构，提高材料的放电容量；而锰元素，性质比较稳定，因此电池充放电过程中，在材料中起到支撑作用。</p><p>但是钴元素，因为全球储量较少，属于稀有金属元素，价格一直以来高居不下，也因此，整个行业目前更偏向通过加大镍的三元配比，来降低三元锂电池的整体成本。马斯克之前就不断在尝试降低钴的占比。</p><p>所以自然而然，高镍电池就成为三元锂电池主流选择。</p><p><img src=\"https://static.tigerbbs.com/bbd1b9800305b7963e6d066d6b9d0dbe\" tg-width=\"550\" tg-height=\"355\" referrerpolicy=\"no-referrer\"/></p><p>除此之外，还有一类三元锂电池，用铝金属代替锰，成为另外一‘元’，也就是我们常说的NCA电池，虽然金属元素发生变化，但本质上来说，锰和铝，储量较多且化学性质相似，因此并无本质的区别，而且在三元锂电池中的用量并不多。</p><p>而主要的三种金属锂、镍、钴，身价随着新能源汽车的风口水涨船高，原材料价格高居不下，成为影响电动车普及的关键因素。以锂金属为例，截止到今天，国内锂金属价格报268.6万元/吨，较年初的170万元/吨上涨幅度超过58%。同样上涨的钴金属，今年以来涨幅也超过11%，截止到目前报价55.38万元/吨。</p><p><img src=\"https://static.tigerbbs.com/736a1b60102ff44ae44a243831c09f1d\" tg-width=\"550\" tg-height=\"389\" referrerpolicy=\"no-referrer\"/></p><p>关键金属元素价格一路飙升对电动车降本围追堵截，难道就没有别的解决方案了？</p><p>钠离子电池算一个。</p><p>所谓钠离子电池，和锂电池工作原理基本相同，只是负责运输电子的物质，由锂离子变成了钠离子。最大的优势，就是绕开了锂和钴这类稀有金属，而且全球储量巨大，靠海或者盐湖就能提取。</p><p>但另一面，钠离子电池的能量密度，远低于锂离子电池，这也是目前学界和业界集中突破的一个难点。</p><p>目前，全球各大电池生产商也已经陆续开始了钠离子电池的相关研究。</p><p><img src=\"https://static.tigerbbs.com/86548d0b3db6fdb88ff3b2d6382461cc\" tg-width=\"550\" tg-height=\"307\" referrerpolicy=\"no-referrer\"/></p><p>最具代表性的公司是<a href=\"https://laohu8.com/S/300750\">宁德时代</a>。去年年底，宁德时代已经完成了钠离子电池的产业布局，随时准备投产。据官方发布的数据来看，宁德时代第一代钠离子电池能量密度，已经达到行业最高水平的160Wh/kg，但仍然低于目前主流的磷酸铁锂电池能量密度。</p><p>钠离子电池也能避免被其他‘锂’资源国家卡脖子，所以就在最近的两会期间，<a href=\"https://laohu8.com/S/NTES\">网易</a>创始人丁磊还专门提案建议：应该加大力度鼓励发展钠离子电池。</p><p><b>国产电动车更难了</b></p><p>镍钴锂价格疯涨，承压最大的或许不是马斯克，毕竟他的低价电动车，还在图纸上，中高端的特斯拉Model 3和Model Y，全球卖得正欢。</p><p>最受伤的，或许还是国内的新能源汽车厂商们。</p><p>比如除了<a href=\"https://laohu8.com/S/NIO\">蔚来</a>外，包括上汽、长城、吉利、长安和造车新势力们，都在受众最广的“大众”市场竞争，而原料一上涨，成本控制和利润空间，都受到进一步挤压。</p><p><img src=\"https://static.tigerbbs.com/68b627e001c700df73658c056b9f4afe\" tg-width=\"550\" tg-height=\"273\" referrerpolicy=\"no-referrer\"/></p><p>比如新势力中，最近以交付量不断冒头的哪吒汽车为例，全系在售车型均在10万元左右，而且车型多采用三元锂电池。利润空间本来就不大，电池原材料上涨，无疑是又多一层盈利压力。刚挤入第一梯队，就遭遇更大的宏观挑战。</p><p>另一方面，我国关键电池原材料储量不足，又是一个问题。</p><p>以镍金属为例，我国探明的镍金属资源仅占全球3%，全球主要的镍金属生产地，集中在印尼、菲律宾和俄罗斯。根据百川盈孚的数据，我国2020年独立硫酸镍产量供给为45.3 万吨，2021年前三季度产量为38.6 万吨，而今年，将是我国硫酸镍产业自给的分水岭，今年之后，将出现供应缺口。</p><p>外有供应紧张价格高涨，内有新能源汽车行业整体溢价能力低。</p><p><img src=\"https://static.tigerbbs.com/1afa65ac92c175f89e310fd2fefd0981\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\"/></p><p>所以归根结底，国内新能源汽车产业，一方面要解决好眼下隐疾，走高端市场，追求更大的利润空间。</p><p>另一方面，或许奇瑞董事长尹同跃的呼吁就很有远见——将动力电池原材料作为战略资源，纳入国家战略储备资源股管理。</p><p>要么还得在其他路线上琢磨，氢燃料电池，钠离子电池……</p><p>你觉得呢？</p><p>对了，最新消息，特斯拉高配版Model 3和Model Y，均上涨1万元。</p></body></html>","source":"lsy1611665793971","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>原材料价格暴涨，马斯克难，国产电动车们会更难</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; 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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原材料价格暴涨，马斯克难，国产电动车们会更难\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-10 15:03 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.sina.com.cn/tech/csj/2022-03-10/doc-imcwiwss5246752.shtml><strong>智能车参考</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：万博马斯克也许想不到，一次战争黑天鹅，让特斯拉备受期待的低价电动车计划，更难了。咋回事？受国际形势影响，金属镍，价格涨疯了。LME（伦敦金属交易所）镍交易价格日涨逾100%，两日内交易价格突破10万美元/吨。而镍，可是动力电池关键原材料，本来价格就一直高居不下，这次意外涨价，又是雪上加霜。马斯克也好，其他电动新势力也好，供应更难，更具性价比的车型更难。搞不好，现有的车型，还会涨价。要买电动车...</p>\n\n<a href=\"http://finance.sina.com.cn/tech/csj/2022-03-10/doc-imcwiwss5246752.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/5322200af8cdc6c832a0c347acd92fb5","relate_stocks":{"TSLA":"特斯拉","BK0014":"新能源汽车"},"source_url":"http://finance.sina.com.cn/tech/csj/2022-03-10/doc-imcwiwss5246752.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187545817","content_text":"作者：万博马斯克也许想不到，一次战争黑天鹅，让特斯拉备受期待的低价电动车计划，更难了。咋回事？受国际形势影响，金属镍，价格涨疯了。LME（伦敦金属交易所）镍交易价格日涨逾100%，两日内交易价格突破10万美元/吨。而镍，可是动力电池关键原材料，本来价格就一直高居不下，这次意外涨价，又是雪上加霜。马斯克也好，其他电动新势力也好，供应更难，更具性价比的车型更难。搞不好，现有的车型，还会涨价。要买电动车的朋友，得留意了。镍价暴涨，咋就伤了低价电动车？这还得从金属镍在电动车动力电池的应用说起。原本金属镍，也没有这么金贵，曾经只是在生产不锈钢中有大规模应用。但是当新能源汽车风口来临，金属镍，因其在提升动力电池能量密度方面的独特作用，也在这波浪潮中乘势起飞了。具体来说，镍，主要应用于三元锂电池的正极材料前驱体中。镍元素，以硫酸镍的形式应用于正极前驱体，因其可以提高材料活性，是三元锂电池高能量密度的秘密武器。而三元锂电池，因这3种材料的配比不同，又可以分为Ni：Mn 等量型和Ni：Mn 不等量型。后者因为镍元素的高配比，能量密度高，也被称作高镍电池，是目前三元锂电池应用于电动车的主流方向。在应用规模上，受到新能源汽车产业的带动效应，高镍电池近些年规模快速扩张。据信达证券预计，到2025年，我国高镍电池的装机量将达到262.4Gwh，对应的硫酸镍用量将达到100.11 万吨，如果按照加工过程中20%镍折损的情况来算，需求超过138万吨。照此测算，届时我国镍金属需求量将达到31万吨，全球总需求量为89万吨。所以问题是，全球镍金属产量，能否满足电动车行业镍需求？财通证券预测，2020年到2030年10年间，动力电池行业镍需求年复合增长率为28.5%，去年用于电池生产的镍金属占全球镍产量的15%左右。结合美国地质调查局（USGS）数据，2021年全球镍金属产量为270万吨，照此来算，去年提供给电池产业的镍金属只有40.5万吨。距离2025年的89万吨，差了一倍不止。而从行业来看，镍金属供应，其实长期处于紧张状态，价格也在持续上涨，而这一次，受战争黑天鹅事件影响，镍金属价格一夜之间涨幅逾100%，两日涨价2.5倍，交易价格突破10万美元（63.21万元人民币）/吨。按照这个价格涨势，电池成本的压力，即便成本控制高手马斯克，也对更低价的特斯拉束手无策。按照每GWh高镍电池（NCM 811型为例）需要750吨金属镍来算，镍金属价格每涨1万元/吨，每GWh高镍电池成本将增加500-750万元。就最近两天镍金属的涨价幅度，特斯拉Model 3搭载的80KWh高镍电池包，成本将增加至少15000万元人民币。这还是定位中高端的特斯拉Model 3，对善于控制成本的马斯克来说，还能在别的地方着补回来，但对于利润空间小的低价电动车来说，这增加的15000万元的电池成本，可是要命的事情。毕竟五菱宏光Mini EV，整车也就卖个3万多块。其他原材料也在涨动力电池，还有哪些关键原材料？目前来说，电动车动力电池，基本上是磷酸铁锂电池和三元锂电池两种路线平分天下的局面。就这两种电池来说，锂、钴、锰三种金属，都是绕不开的原材料。磷酸铁锂电池，主要是以磷酸铁锂为正极，碳元素为负极的锂离子电池，相对于三元锂电池，优点在于，磷和铁的储量丰富，价格比较低，同时还具有安全优势。比亚迪官方承诺‘永不起火’的刀片电池，就属于这一类。而三元锂电池，除了上文中涨疯了的镍，还有两种至关重要的元素：钴和锰。我们熟知的三元锂电池中的‘三元’，指的是正极前驱体的3种金属元素：镍（Ni）、钴（Co）、锰（Mn）。这3类金属元素，在三元锂电池中各司其职：钴元素属于一类活性元素，负责稳定材料的层状结构，提高材料的放电容量；而锰元素，性质比较稳定，因此电池充放电过程中，在材料中起到支撑作用。但是钴元素，因为全球储量较少，属于稀有金属元素，价格一直以来高居不下，也因此，整个行业目前更偏向通过加大镍的三元配比，来降低三元锂电池的整体成本。马斯克之前就不断在尝试降低钴的占比。所以自然而然，高镍电池就成为三元锂电池主流选择。除此之外，还有一类三元锂电池，用铝金属代替锰，成为另外一‘元’，也就是我们常说的NCA电池，虽然金属元素发生变化，但本质上来说，锰和铝，储量较多且化学性质相似，因此并无本质的区别，而且在三元锂电池中的用量并不多。而主要的三种金属锂、镍、钴，身价随着新能源汽车的风口水涨船高，原材料价格高居不下，成为影响电动车普及的关键因素。以锂金属为例，截止到今天，国内锂金属价格报268.6万元/吨，较年初的170万元/吨上涨幅度超过58%。同样上涨的钴金属，今年以来涨幅也超过11%，截止到目前报价55.38万元/吨。关键金属元素价格一路飙升对电动车降本围追堵截，难道就没有别的解决方案了？钠离子电池算一个。所谓钠离子电池，和锂电池工作原理基本相同，只是负责运输电子的物质，由锂离子变成了钠离子。最大的优势，就是绕开了锂和钴这类稀有金属，而且全球储量巨大，靠海或者盐湖就能提取。但另一面，钠离子电池的能量密度，远低于锂离子电池，这也是目前学界和业界集中突破的一个难点。目前，全球各大电池生产商也已经陆续开始了钠离子电池的相关研究。最具代表性的公司是宁德时代。去年年底，宁德时代已经完成了钠离子电池的产业布局，随时准备投产。据官方发布的数据来看，宁德时代第一代钠离子电池能量密度，已经达到行业最高水平的160Wh/kg，但仍然低于目前主流的磷酸铁锂电池能量密度。钠离子电池也能避免被其他‘锂’资源国家卡脖子，所以就在最近的两会期间，网易创始人丁磊还专门提案建议：应该加大力度鼓励发展钠离子电池。国产电动车更难了镍钴锂价格疯涨，承压最大的或许不是马斯克，毕竟他的低价电动车，还在图纸上，中高端的特斯拉Model 3和Model Y，全球卖得正欢。最受伤的，或许还是国内的新能源汽车厂商们。比如除了蔚来外，包括上汽、长城、吉利、长安和造车新势力们，都在受众最广的“大众”市场竞争，而原料一上涨，成本控制和利润空间，都受到进一步挤压。比如新势力中，最近以交付量不断冒头的哪吒汽车为例，全系在售车型均在10万元左右，而且车型多采用三元锂电池。利润空间本来就不大，电池原材料上涨，无疑是又多一层盈利压力。刚挤入第一梯队，就遭遇更大的宏观挑战。另一方面，我国关键电池原材料储量不足，又是一个问题。以镍金属为例，我国探明的镍金属资源仅占全球3%，全球主要的镍金属生产地，集中在印尼、菲律宾和俄罗斯。根据百川盈孚的数据，我国2020年独立硫酸镍产量供给为45.3 万吨，2021年前三季度产量为38.6 万吨，而今年，将是我国硫酸镍产业自给的分水岭，今年之后，将出现供应缺口。外有供应紧张价格高涨，内有新能源汽车行业整体溢价能力低。所以归根结底，国内新能源汽车产业，一方面要解决好眼下隐疾，走高端市场，追求更大的利润空间。另一方面，或许奇瑞董事长尹同跃的呼吁就很有远见——将动力电池原材料作为战略资源，纳入国家战略储备资源股管理。要么还得在其他路线上琢磨，氢燃料电池，钠离子电池……你觉得呢？对了，最新消息，特斯拉高配版Model 3和Model Y，均上涨1万元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1928,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":856639626,"gmtCreate":1635172306001,"gmtModify":1635172306001,"author":{"id":"3457816270726969","authorId":"3457816270726969","name":"美股新手求指教","avatar":"https://static.tigerbbs.com/e64802a26b84c05f065846fcf00010c8","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3457816270726969","authorIdStr":"3457816270726969"},"themes":[],"htmlText":"go to the moon","listText":"go to the moon","text":"go to the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/856639626","repostId":"1163165499","repostType":4,"repost":{"id":"1163165499","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":1635172149,"share":"https://www.laohu8.com/m/news/1163165499?lang=&edition=full","pubTime":"2021-10-25 22:29","market":"us","language":"zh","title":"特斯拉总市值突破9800亿美元，现涨7.55%","url":"https://stock-news.laohu8.com/highlight/detail?id=1163165499","media":"老虎资讯综合","summary":"10月25日，$特斯拉(TSLA)$总市值突破9800亿美元，现涨7.55%，报978美元，股价续刷历史新高。\n\n\n今日特斯拉利好消息不断：\n\n\n 汽车租赁公司赫兹据悉将在震荡的汽车租赁市场中购买10万辆特斯拉汽车；\n\n\n 特斯拉第三季度在华收入31.13亿美元，同比大增78.5%；\n\n\n 首次击败燃油车，特斯拉Model 3夺得9月欧洲销量冠军；","content":"<p>10月25日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>总市值突破9800亿美元，现涨7.55%，报978美元，股价续刷历史新高。</p>\n<p><b>今日特斯拉利好消息不断：</b></p>\n<blockquote>\n <a href=\"https://laohu8.com/NW/1159415514\" target=\"_blank\">汽车租赁公司赫兹据悉将在震荡的汽车租赁市场中购买10万辆特斯拉汽车</a>；\n</blockquote>\n<blockquote>\n <a href=\"https://laohu8.com/NW/1128189562\" target=\"_blank\">特斯拉第三季度在华收入31.13亿美元，同比大增78.5%</a>；\n</blockquote>\n<blockquote>\n <a href=\"https://laohu8.com/NW/2178429094\" target=\"_blank\">首次击败燃油车，特斯拉Model 3夺得9月欧洲销量冠军</a>；\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/8b1c4a87e851ba011dfb74d7929b1085\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></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>特斯拉总市值突破9800亿美元，现涨7.55%</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特斯拉总市值突破9800亿美元，现涨7.55%\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\">2021-10-25 22:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>10月25日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>总市值突破9800亿美元，现涨7.55%，报978美元，股价续刷历史新高。</p>\n<p><b>今日特斯拉利好消息不断：</b></p>\n<blockquote>\n <a href=\"https://laohu8.com/NW/1159415514\" target=\"_blank\">汽车租赁公司赫兹据悉将在震荡的汽车租赁市场中购买10万辆特斯拉汽车</a>；\n</blockquote>\n<blockquote>\n <a href=\"https://laohu8.com/NW/1128189562\" target=\"_blank\">特斯拉第三季度在华收入31.13亿美元，同比大增78.5%</a>；\n</blockquote>\n<blockquote>\n <a href=\"https://laohu8.com/NW/2178429094\" target=\"_blank\">首次击败燃油车，特斯拉Model 3夺得9月欧洲销量冠军</a>；\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/8b1c4a87e851ba011dfb74d7929b1085\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163165499","content_text":"10月25日，特斯拉总市值突破9800亿美元，现涨7.55%，报978美元，股价续刷历史新高。\n今日特斯拉利好消息不断：\n\n汽车租赁公司赫兹据悉将在震荡的汽车租赁市场中购买10万辆特斯拉汽车；\n\n\n特斯拉第三季度在华收入31.13亿美元，同比大增78.5%；\n\n\n首次击败燃油车，特斯拉Model 3夺得9月欧洲销量冠军；","news_type":1},"isVote":1,"tweetType":1,"viewCount":2051,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":856630697,"gmtCreate":1635172271429,"gmtModify":1635172271429,"author":{"id":"3457816270726969","authorId":"3457816270726969","name":"美股新手求指教","avatar":"https://static.tigerbbs.com/e64802a26b84c05f065846fcf00010c8","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3457816270726969","authorIdStr":"3457816270726969"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>还不错。。。","listText":"<a 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href=http://www.gelonghui.com/p/459726><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>野村发表研究报告指，京东集团(9618.HK)热衷于发展杂货业务，预期公司将会大力投资社区杂货团购业务，以获取更多市占率，相信于未来数季公司亦会加大有关方面的投资，下调公司2021及2022年每股盈利预测分别17％和22％，目标价亦由424港元降至378港元，重申“买入”评级。野村下调今年京东纯利润率预测0.3个百分点至1.7％，料今年京东零售非公认会计准则下的经营利润率将下降0.52个百分点至...</p>\n\n<a href=\"http://www.gelonghui.com/p/459726\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img7.gelonghui.com/column/2/104.png","relate_stocks":{"JD":"京东"},"source_url":"http://www.gelonghui.com/p/459726","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2127450018","content_text":"野村发表研究报告指，京东集团(9618.HK)热衷于发展杂货业务，预期公司将会大力投资社区杂货团购业务，以获取更多市占率，相信于未来数季公司亦会加大有关方面的投资，下调公司2021及2022年每股盈利预测分别17％和22％，目标价亦由424港元降至378港元，重申“买入”评级。野村下调今年京东纯利润率预测0.3个百分点至1.7％，料今年京东零售非公认会计准则下的经营利润率将下降0.52个百分点至2.3％。除了社区杂货团购业务外，预期京东零售的营运溢利将大致保持平稳。野村又预测，今年京东首季收入按年增长33％，非公认会计准则经营利润率或下跌0.4个百分点至1.8％，预期非公认会计准则每股盈利按年升27％至1.26元人民币。","news_type":1},"isVote":1,"tweetType":1,"viewCount":689,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":343188903,"gmtCreate":1617690134402,"gmtModify":1617690134402,"author":{"id":"3457816270726969","authorId":"3457816270726969","name":"美股新手求指教","avatar":"https://static.tigerbbs.com/e64802a26b84c05f065846fcf00010c8","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3457816270726969","authorIdStr":"3457816270726969"},"themes":[],"htmlText":"这些是反指吧[笑哭]&nbsp;","listText":"这些是反指吧[笑哭]&nbsp;","text":"这些是反指吧[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/343188903","repostId":"2123322112","repostType":2,"repost":{"id":"2123322112","kind":"news","pubTimestamp":1617189275,"share":"https://www.laohu8.com/m/news/2123322112?lang=&edition=full","pubTime":"2021-03-31 19:14","market":"hk","language":"zh","title":"花旗：上调跟谁学评级为买入 目标价56美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2123322112","media":"金融界网站","summary":"金融界网3月31日消息，花旗集团的股票研究人员在周一发布的一份研究报告中将在线教育公司跟谁学 评级从\"卖出\"评级上调至\"买入\"评级，目标价56.00美元。花旗集团的价格目标表明，该股较前一交易日收盘价可能上涨68.22%。跟谁学2020财年全年实现收入71.25亿元，同比增长236.9%，正价课付费人次达587.1万，同比增长168.4%。　　此前，巴克莱将GSX Techedu的价格目标从63.00美元上调至73.00美元，并在3月8日星期一的一份研究报告中给予该公司\"同等权重\"评级。","content":"<html><body><div><p>　　<a href=\"https://laohu8.com/S/JRJC\">金融界</a>网3月31日消息，<a href=\"https://laohu8.com/S/C\">花旗</a>集团的股票研究人员在周一发布的一份研究报告中将在线教育公司<a href=\"https://laohu8.com/S/GSX\">跟谁学</a>（纽约证交所：GSX）评级从\"卖出\"评级上调至\"买入\"评级，目标价56.00美元。花旗集团（Citigroup）的价格目标表明，该股较前一交易日收盘价可能上涨68.22%。</p>\n<p>　　此前，跟谁学创始人、董事长兼CEO陈向东宣布一项股票增持计划，其个人将于一年内增持不超过5000万美元的公司股票。并于内部全员邮件中表示，股票的涨和跌是一种市场行为，有时候会有市场的情绪，要忽略这些股票的急剧波动和变化；公司的股票价格从长远来讲，是与公司的内在价值相关的。</p>\n<p>　　据跟谁学最新财报显示，跟谁学2020年Q4实现收入22.11亿元，同比增长136.5%，正价课付费人次同比增长107.6%达227.5万。跟谁学2020财年全年实现收入71.25亿元，同比增长236.9%，正价课付费人次达587.1万，同比增长168.4%。</p>\n<p>　　其中，K12在线课程即高途课堂收入为19.75亿元，同比增长155.6%，占公司全部收入的89.33%，高途课堂正价课付费人次达到213.9万，同比增长112.8%，占公司全部正价课付费人次的94%。</p>\n<p>　　此前，巴克莱将GSX Techedu的价格目标从63.00美元上调至73.00美元，并在3月8日星期一的一份研究报告中给予该公司\"同等权重\"评级。</p>\n<div>\n</div>\n</div></body></html>","source":"jinrongjie_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\" 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href=http://usstock.jrj.com.cn/2021/03/31191432257663.shtml><strong>金融界网站</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>金融界网3月31日消息，花旗集团的股票研究人员在周一发布的一份研究报告中将在线教育公司跟谁学（纽约证交所：GSX）评级从\"卖出\"评级上调至\"买入\"评级，目标价56.00美元。花旗集团（Citigroup）的价格目标表明，该股较前一交易日收盘价可能上涨68.22%。\n　　此前，跟谁学创始人、董事长兼CEO陈向东宣布一项股票增持计划，其个人将于一年内增持不超过5000万美元的公司股票。并于内部全员邮件...</p>\n\n<a href=\"http://usstock.jrj.com.cn/2021/03/31191432257663.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/d2a986280a0d0ac6d75b62fd1fec8874","relate_stocks":{},"source_url":"http://usstock.jrj.com.cn/2021/03/31191432257663.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2123322112","content_text":"金融界网3月31日消息，花旗集团的股票研究人员在周一发布的一份研究报告中将在线教育公司跟谁学（纽约证交所：GSX）评级从\"卖出\"评级上调至\"买入\"评级，目标价56.00美元。花旗集团（Citigroup）的价格目标表明，该股较前一交易日收盘价可能上涨68.22%。\n　　此前，跟谁学创始人、董事长兼CEO陈向东宣布一项股票增持计划，其个人将于一年内增持不超过5000万美元的公司股票。并于内部全员邮件中表示，股票的涨和跌是一种市场行为，有时候会有市场的情绪，要忽略这些股票的急剧波动和变化；公司的股票价格从长远来讲，是与公司的内在价值相关的。\n　　据跟谁学最新财报显示，跟谁学2020年Q4实现收入22.11亿元，同比增长136.5%，正价课付费人次同比增长107.6%达227.5万。跟谁学2020财年全年实现收入71.25亿元，同比增长236.9%，正价课付费人次达587.1万，同比增长168.4%。\n　　其中，K12在线课程即高途课堂收入为19.75亿元，同比增长155.6%，占公司全部收入的89.33%，高途课堂正价课付费人次达到213.9万，同比增长112.8%，占公司全部正价课付费人次的94%。\n　　此前，巴克莱将GSX 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