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AlexWay
人生就是一场投资,学习、实战、复盘。
IP属地:浙江
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AlexWay
11-05
$理想汽车(LI)$
2024年11月5日,美国大选开奖前一天,很多认识的大佬清仓了,以防出现剧烈波动。美股总体平静,中概上涨。大家都在赌中央出台大规模刺激政策,预计A股将会迎来一波小阳春,至于阳多久,就不好说了,静待验证。
AlexWay
10-31
$理想汽车(LI)$
赌失败了,这次利润率、营收都超预期,只是4季度销量指引未达预期就暴跌12个点,着实费解!
@AlexWay:
$理想汽车(LI)$
2024年10月31日,理想发布季度财报前,上一交易日尾盘收涨,盘前下跌,舆论普遍反馈财报会超过预期,三季度财报后股价上涨。静待验证。
AlexWay
10-31
$理想汽车(LI)$
2024年10月31日,理想发布季度财报前,上一交易日尾盘收涨,盘前下跌,舆论普遍反馈财报会超过预期,三季度财报后股价上涨。静待验证。
AlexWay
03-18
去年上半年销量不行,下半年难得有G6、G9成了一波,可惜没硬多久就遭遇降价潮。加上一体化压铸、800快充桩等前期投入巨大,预估亏损加大,财报堪忧。先跑一波,再接回来。
AlexWay
2023-08-09
股价跌了才来马后炮……
理想的破绽,在财报之外
AlexWay
2023-06-07
华尔街投行这么一说,吓得我赶紧把特斯拉抛了
盘前 | 华尔街投行:特斯拉有望再涨25%!多家基金错失英伟达,已纷纷认错回补
AlexWay
2023-05-12
虽然持有特斯拉股票,也看不惯评论里一堆跪族真能舔啊
特斯拉召回部分进口及国产Model 3 、Model Y汽车,共计110.46万辆
AlexWay
2023-02-17
作为特斯拉小小股东,我看好特斯拉,但我自己不会买
瑞安警方通报特斯拉交通事故,特斯拉称全力配合调查
AlexWay
2022-12-05
$特斯拉(TSLA)$
持有了几年股票了,想着支持下买辆Y,但是对比了下G9、L8和唐dmp,只能说产品力确实比不上国产了……争点气吧把股价拉回来
AlexWay
2022-06-29
他不知道蔚来主打的差异化策略就是换电业务吗?
蔚来被“灰熊”咬了一口,但是不疼
AlexWay
2022-02-28
多关注收购之类的消息
开盘:Renewable涨近40%,英国石油跌超7%
AlexWay
2022-02-24
$特斯拉(TSLA)$
俄乌冲突,油价上涨,应该利好新能源汽车吧
AlexWay
2021-09-01
$Focus Universal, Inc.(FCUV)$
上涨到60%的时候我限价提了好几次都买不到,哭瞎😭
AlexWay
2021-09-01
$Focus Universal, Inc.(FCUV)$
额….买了几次都买不到
AlexWay
2021-08-26
$小米集团-W(01810)$
怎么老虎最近这么多老外留言?
$老虎证券(TIGR)$
AlexWay
2021-08-05
每次高盛抬高某公司的股价评级的时候,我就知道他要跑路了
高盛:将腾讯控股加入确信买入名单
AlexWay
2021-07-27
应该是垂死挣扎,庄家拉升一波跑路,后续应该会继续跌,不要碰
中概教育股盘前涨幅扩大,好未来涨超12%
AlexWay
2021-06-29
$小米集团-W(01810)$
真被小米伤透了,持有了一年才14的收益率,持有
$理想汽车(LI)$
两天都要10了,结果昨天理想的收益都不够小米今天的亏损
AlexWay
2021-06-28
$理想汽车(LI)$
持有了一年的小米才涨了15,持有理想两天就10了……
AlexWay
2021-05-31
$小米集团-W(01810)$
要是今天能过30,就买一部11 pro
去老虎APP查看更多动态
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2024年10月31日,理想发布季度财报前,上一交易日尾盘收涨,盘前下跌,舆论普遍反馈财报会超过预期,三季度财报后股价上涨。静待验证。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/365953999888648","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1973,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3584502404090357","authorId":"3584502404090357","name":"橙子酱666","avatar":"https://static.tigerbbs.com/5fe9bf095034698a67603024d265ff79","crmLevel":5,"crmLevelSwitch":0,"idStr":"3584502404090357","authorIdStr":"3584502404090357"},"content":"因为过两天美国大选,新总统上台三把火,要加关税。加上前两天欧盟也加了车关税。最近美股中概股都是风险挺高。","text":"因为过两天美国大选,新总统上台三把火,要加关税。加上前两天欧盟也加了车关税。最近美股中概股都是风险挺高。","html":"因为过两天美国大选,新总统上台三把火,要加关税。加上前两天欧盟也加了车关税。最近美股中概股都是风险挺高。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365953999888648,"gmtCreate":1730344663273,"gmtModify":1730344664970,"author":{"id":"3459914977411353","authorId":"3459914977411353","name":"AlexWay","avatar":"https://static.tigerbbs.com/aa44bfa285c0fdf91ff76ca4a6c7a7a8","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3459914977411353","authorIdStr":"3459914977411353"},"themes":[],"htmlText":"<a 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赌失败了,这次利润率、营收都超预期,只是4季度销量指引未达预期就暴跌12个点,着实费解!"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":285617528402000,"gmtCreate":1710749157366,"gmtModify":1710749415276,"author":{"id":"3459914977411353","authorId":"3459914977411353","name":"AlexWay","avatar":"https://static.tigerbbs.com/aa44bfa285c0fdf91ff76ca4a6c7a7a8","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3459914977411353","authorIdStr":"3459914977411353"},"themes":[],"htmlText":"去年上半年销量不行,下半年难得有G6、G9成了一波,可惜没硬多久就遭遇降价潮。加上一体化压铸、800快充桩等前期投入巨大,预估亏损加大,财报堪忧。先跑一波,再接回来。","listText":"去年上半年销量不行,下半年难得有G6、G9成了一波,可惜没硬多久就遭遇降价潮。加上一体化压铸、800快充桩等前期投入巨大,预估亏损加大,财报堪忧。先跑一波,再接回来。","text":"去年上半年销量不行,下半年难得有G6、G9成了一波,可惜没硬多久就遭遇降价潮。加上一体化压铸、800快充桩等前期投入巨大,预估亏损加大,财报堪忧。先跑一波,再接回来。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/285617528402000","isVote":1,"tweetType":1,"viewCount":1637,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3523587098717559","authorId":"3523587098717559","name":"沧海一粟涛涛","avatar":"https://static.tigerbbs.com/2fa748518a2483ea79bacfdb91ea26ef","crmLevel":7,"crmLevelSwitch":0,"idStr":"3523587098717559","authorIdStr":"3523587098717559"},"content":"小心卖了接不回来了。现在是低谷期,股价已经反映了目前的情况。随着X9交付量提升,新款跟滴滴合作的车型交付,就要涨一波了","text":"小心卖了接不回来了。现在是低谷期,股价已经反映了目前的情况。随着X9交付量提升,新款跟滴滴合作的车型交付,就要涨一波了","html":"小心卖了接不回来了。现在是低谷期,股价已经反映了目前的情况。随着X9交付量提升,新款跟滴滴合作的车型交付,就要涨一波了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":206967081521320,"gmtCreate":1691558570989,"gmtModify":1691558572476,"author":{"id":"3459914977411353","authorId":"3459914977411353","name":"AlexWay","avatar":"https://static.tigerbbs.com/aa44bfa285c0fdf91ff76ca4a6c7a7a8","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3459914977411353","authorIdStr":"3459914977411353"},"themes":[],"htmlText":"股价跌了才来马后炮……","listText":"股价跌了才来马后炮……","text":"股价跌了才来马后炮……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/206967081521320","repostId":"2357282992","repostType":4,"repost":{"id":"2357282992","pubTimestamp":1691546482,"share":"https://www.laohu8.com/m/news/2357282992?lang=&edition=full","pubTime":"2023-08-09 10:01","market":"us","language":"zh","title":"理想的破绽,在财报之外","url":"https://stock-news.laohu8.com/highlight/detail?id=2357282992","media":"略大参考","summary":"理想的二季度财报几乎挑不出刺。论毛利,在家家打价格战的情况下,理想的毛利率依然保持上涨,接近22%。也是在第二季度,理想的月销量突破了3万大关。销量增长后,理想的渠道扩展速度也在变快。二季度,理想净利润高达23.1亿元,同比扭亏为盈,环比增长147.4%。理想二季度的另一个重大项目,来自智能驾驶。理想的势头,很像是2021年的特斯拉。","content":"<html><head></head><body><blockquote><strong>汽车不是互联网社交,能像微信一样独占市场。这里有一个又一个虎视眈眈的对手,试图用更低的价格,更高的配置,更独特的设计来颠覆守擂者。即使强如<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、理想,也不敢说高枕无忧。</strong></blockquote><p>理想的二季度财报几乎挑不出刺,但股价还是大跌了!截至发稿,理想汽车-W盘中跌超6%。论销量,理想刚刚突破3万大关,已经把其他新势力甩在身后。论毛利,在家家打价格战的情况下,理想的毛利率依然保持上涨,接近22%。论赚钱,理想的净利润率已经达到10%左右。如此完美的数据,很容易让人想起2021年的特斯拉。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b840d9e50541846beaf3ae102ee014aa\" tg-width=\"560\" tg-height=\"240\"/></p><p>那一年的特斯拉正处在真正的巅峰,销量暴增,利润翻了6倍,股价翻了四倍。从销量到利润,从品牌到技术,特斯拉身上几乎挑不出破绽。</p><p>但一年以后,特斯拉就迎来了最坏的一年。 <a href=\"https://laohu8.com/S/002594\">比亚迪</a> 崛起,夺走了特斯拉销冠的名号。供应链问题频发,一度影响产能。车型的单一、老化,使得一部分消费者流向其他品牌。最终,特斯拉的收入增速大幅度下滑,全年股价跌去近7成。</p><p>某种程度上,眼下的理想也像2021年的特斯拉一样:成绩足够优秀,但隐忧依然存在,更是远远没到高枕无忧的地步。</p><p><strong>01 收入:销量一样好</strong></p><p>二季度,理想共交付8.65万台新车,同比增长201.6%。也是在第二季度,理想的月销量突破了3万大关。</p><p>由于单车售价的提高,二季度的收入增长还要更快一些,同比增长228.1%,达到286.5亿元,环比也增长了62.8%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/72eedcb34e498699b5295c4023e88fda\" title=\"\" tg-width=\"550\" tg-height=\"353\"/></p><p>收入结构来看,相较于<a href=\"https://laohu8.com/S/NIO\">蔚来</a>和特斯拉,理想还是更依赖卖车,其他销售和服务收入仅为6.8亿元,占比还不到3%。且增速才173.4%,并没有交付量的增长快。</p><p>销量增长后,理想的渠道扩展速度也在变快。单季度开店32家,而上一季度,理想仅仅开了11家店。</p><p>不过理想的销售成本增加速度还算合理。二季度,理想销售、一般及管理费用为23.1亿元,同比增长74.3%,环比增加40.4%,均低于收入的增速。</p><p>作为蔚小理中研发占比长期垫底的一个,理想对研发投入的加大幅度有限。研发费用为24.3亿元,大幅度增加了58.4%。</p><p>绝对数字不算少,但在收入大增下,理想的研发费用占比显得很低:才刚过8%。相比业绩上的成功,这样的投入还是显得有些抠了。</p><p><strong>02 利润:能谈净利润的新势力</strong></p><p>挣得多,花得省,理想的利润数据因此特别好看。</p><p>在另外两家新势力还在为亏损头疼时,理想的赚钱能力已经越来越接近成熟车企。</p><p>二季度,理想的毛利率基本维持稳定,为21.8%,此消彼长后,已经超过了特斯拉的毛利率,进入全球 新能源车 企毛利率的第一梯队。</p><p>毛利达到62.4亿元,同比增长232%,环比增长62.7%。</p><p>经营利润为16.3亿,环比增加301%,同比扭亏为盈,去年同期为9.78亿元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2aaf67db2ce3a439211c4705ff89b21d\" title=\"\" tg-width=\"550\" tg-height=\"282\"/></p><p>由于发展年头短,外界对新势力的数据考量很少提到净利润。但进入今年第二季度,理想的净利润数据已经达到了成熟车企水平。</p><p>二季度,理想净利润高达23.1亿元,同比扭亏为盈,环比增长147.4%。Non-GAAP净利润达到了27.3亿元,净利率直逼10%。已经达到了丰田在2022年、以及比亚迪在今年上半年的水平,这对于一家新势力来说十分不易。</p><p>连续优秀的利润表现后,理想的现金流已经养得非常健康。</p><p>二季度,理想经营现金流为111.1亿元,同比翻了十倍,环比增长42.8%。自由现金流为96.2亿元,环比增长43.6%。现金及等价物高达737.7亿元,同比增长近90亿元。</p><p><a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>小鹏刚刚接受了外界投资,而理想这边的钱几乎多到可以投资别人。</p><p><strong>03 新动向:新的收入增长点?</strong></p><p>8月3日,理想发布了L9 Pro。相比此前的版本降价3万元,并对芯片、激光雷达、摄像头等配置进行缩水,最终弱化了其辅助驾驶能力。算是一种“降价减配”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/27e19690a256b2a80875cdb52ac34460\" title=\"\" tg-width=\"550\" tg-height=\"910\"/></p><p>此前,蔚来也通过去掉换电服务实现了3万元的降价,并换来了月销量突破两万的回报。而<a href=\"https://laohu8.com/S/LI\">理想汽车</a>从成立以来一直不以<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>化能力著称,这种降价减配方式更容易被消费者接受。根据汽车网站的投票,大约4成的消费者愿意选择缩水的Pro版本。</p><p>作为价格战为数不多的“遗珠”,理想L系列上市以来一直没有降价消息,理想L9 Pro的发售算是第一次,此举有望再次提振理想的月销量。</p><p>理想二季度的另一个重大项目,来自智能驾驶。</p><p>在6月份的家庭科技日活动上,理想展示了城市 NOA 与通勤 NOA 的开放计划。据发布会介绍,理想通勤 NOA 通过 AI 大模型的帮助,不依赖高精地图,可以做到接近人类司机的驾驶表现。</p><p>这一服务并不收费,但必须要AD max系统的车型才能用,也就是L系列的最高配车型才有。</p><p>这意味着,理想的辅助驾驶系统可以帮助品牌单车价格获得3-4万元的提升,也算是间接的卖智能驾驶包了。</p><p>此外,二季度,理想还公布了品牌的第一台纯电汽车:MEGA。</p><p>该车属于MPV,将于今年四季度发布。按照发布会的说法,MEGA将打破高端纯电车无爆款的现状,并成为50万以上全品类最畅销的乘用车,不论能源类型或车型。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/253fd9069ce482f006e173a4db22bbaf\" title=\"\" tg-width=\"550\" tg-height=\"332\"/></p><p>不过目前的数据,国内MPV单车的月销量冠军大多在1万台出头,MPV想超过各类<a href=\"https://laohu8.com/S/DLX\">豪华</a>SUV和轿车,难度远比L系列的成绩大得多。</p><p><strong>04 隐忧:理想有裂痕吗?</strong></p><p>理想的势头,很像是2021年的特斯拉。</p><p>那一年,特斯拉营收超过了500亿美元,同比大增71%,净利润达到55.2亿美元,同比大增665%,完成连续10个季度盈利。</p><p>彼时的特斯拉风头正盛,几乎找不到任何弱点:销量上,特斯拉已经成为了全球第一新能源车企,价位也集中在高端。相比理想,特斯拉还有强大的技术能力,以及马斯克个人魅力加持下的独特品牌价值。</p><p>几乎想不出特斯拉怎么输。</p><p>然而短短一年后,特斯拉就迎来了至暗时刻。整个2022年,特斯拉的股价下滑约69%,接近7成股价蒸发,直到今天还没缓过来。</p><p>那一年,特斯拉依然在高歌猛进,但速度比前两年明显慢了太多。由于疫情导致的供应链问题,各地对电动车取消补助、产能不足、以及竞争对手崛起等种种原因,2022年没有达到交付量增加50%的销量目标。</p><p>特别是在中国市场。此前两年,特斯拉在中国市场的收入都以100%以上的速度暴涨着。但来到2022年,特斯拉在华营收大降至31%。远低于51%的总增速。</p><p>这当然离不开中国市场对手的强劲,尤其是马斯克此前瞧不起的比亚迪。</p><p>整个2022年,比亚迪卖了186.85万辆车,同比增长152.5%,一举超过特斯拉的131万辆,成为全球第一新能源车企。在中国市场,比亚迪汉和比亚迪唐严重侵蚀着特斯拉的市场空间。</p><p>就连特斯拉前董事会成员也不得不承认“特斯拉第一次有了一个真正的挑战者。”</p><p>眼下,理想的挑战者也不少。</p><p>蔚来的月销量再次破两万,重新获得和理想坐在一张桌子的机会。长城的蓝山销量初具规模,比亚迪的腾势N8已经上市。30万以上的高端SUV的丰厚利润,已经有越来越多的品牌眼馋。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9356743ce932f3c7191755736391b6b8\" title=\"\" tg-width=\"550\" tg-height=\"978\"/></p><p>汽车行业不是电力或烟草,没有绝对的位置优势。汽车也不是互联网社交,能像微信一样独占市场。这里有一个又一个虎视眈眈的对手,试图用更低的价格,更高的配置,更独特的设计来颠覆守擂者。即使强如特斯拉、理想,也不敢说高枕无忧。</p><p>马斯克在去年曾经感慨:“前方有暴风雨天气,但之后会有阳光。”对理想来说,当下当然是阳光灿烂,但保不齐前面也有暴风雨。舒适区的安稳日子,还远远没有到来。</p></body></html>","source":"ldck","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>理想的破绽,在财报之外</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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理想的破绽,在财报之外\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-09 10:01 北京时间 <a href=https://mp.weixin.qq.com/s/Za_keI69jnes9El2sh1wTg><strong>略大参考</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>汽车不是互联网社交,能像微信一样独占市场。这里有一个又一个虎视眈眈的对手,试图用更低的价格,更高的配置,更独特的设计来颠覆守擂者。即使强如特斯拉、理想,也不敢说高枕无忧。理想的二季度财报几乎挑不出刺,但股价还是大跌了!截至发稿,理想汽车-W盘中跌超6%。论销量,理想刚刚突破3万大关,已经把其他新势力甩在身后。论毛利,在家家打价格战的情况下,理想的毛利率依然保持上涨,接近22%。论赚钱,理想的...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/Za_keI69jnes9El2sh1wTg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2c0ab7d3f5d89bb403311ca0a8e68f8e","relate_stocks":{"LI":"理想汽车","02015":"理想汽车-W"},"source_url":"https://mp.weixin.qq.com/s/Za_keI69jnes9El2sh1wTg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2357282992","content_text":"汽车不是互联网社交,能像微信一样独占市场。这里有一个又一个虎视眈眈的对手,试图用更低的价格,更高的配置,更独特的设计来颠覆守擂者。即使强如特斯拉、理想,也不敢说高枕无忧。理想的二季度财报几乎挑不出刺,但股价还是大跌了!截至发稿,理想汽车-W盘中跌超6%。论销量,理想刚刚突破3万大关,已经把其他新势力甩在身后。论毛利,在家家打价格战的情况下,理想的毛利率依然保持上涨,接近22%。论赚钱,理想的净利润率已经达到10%左右。如此完美的数据,很容易让人想起2021年的特斯拉。那一年的特斯拉正处在真正的巅峰,销量暴增,利润翻了6倍,股价翻了四倍。从销量到利润,从品牌到技术,特斯拉身上几乎挑不出破绽。但一年以后,特斯拉就迎来了最坏的一年。 比亚迪 崛起,夺走了特斯拉销冠的名号。供应链问题频发,一度影响产能。车型的单一、老化,使得一部分消费者流向其他品牌。最终,特斯拉的收入增速大幅度下滑,全年股价跌去近7成。某种程度上,眼下的理想也像2021年的特斯拉一样:成绩足够优秀,但隐忧依然存在,更是远远没到高枕无忧的地步。01 收入:销量一样好二季度,理想共交付8.65万台新车,同比增长201.6%。也是在第二季度,理想的月销量突破了3万大关。由于单车售价的提高,二季度的收入增长还要更快一些,同比增长228.1%,达到286.5亿元,环比也增长了62.8%。收入结构来看,相较于蔚来和特斯拉,理想还是更依赖卖车,其他销售和服务收入仅为6.8亿元,占比还不到3%。且增速才173.4%,并没有交付量的增长快。销量增长后,理想的渠道扩展速度也在变快。单季度开店32家,而上一季度,理想仅仅开了11家店。不过理想的销售成本增加速度还算合理。二季度,理想销售、一般及管理费用为23.1亿元,同比增长74.3%,环比增加40.4%,均低于收入的增速。作为蔚小理中研发占比长期垫底的一个,理想对研发投入的加大幅度有限。研发费用为24.3亿元,大幅度增加了58.4%。绝对数字不算少,但在收入大增下,理想的研发费用占比显得很低:才刚过8%。相比业绩上的成功,这样的投入还是显得有些抠了。02 利润:能谈净利润的新势力挣得多,花得省,理想的利润数据因此特别好看。在另外两家新势力还在为亏损头疼时,理想的赚钱能力已经越来越接近成熟车企。二季度,理想的毛利率基本维持稳定,为21.8%,此消彼长后,已经超过了特斯拉的毛利率,进入全球 新能源车 企毛利率的第一梯队。毛利达到62.4亿元,同比增长232%,环比增长62.7%。经营利润为16.3亿,环比增加301%,同比扭亏为盈,去年同期为9.78亿元。由于发展年头短,外界对新势力的数据考量很少提到净利润。但进入今年第二季度,理想的净利润数据已经达到了成熟车企水平。二季度,理想净利润高达23.1亿元,同比扭亏为盈,环比增长147.4%。Non-GAAP净利润达到了27.3亿元,净利率直逼10%。已经达到了丰田在2022年、以及比亚迪在今年上半年的水平,这对于一家新势力来说十分不易。连续优秀的利润表现后,理想的现金流已经养得非常健康。二季度,理想经营现金流为111.1亿元,同比翻了十倍,环比增长42.8%。自由现金流为96.2亿元,环比增长43.6%。现金及等价物高达737.7亿元,同比增长近90亿元。蔚来小鹏刚刚接受了外界投资,而理想这边的钱几乎多到可以投资别人。03 新动向:新的收入增长点?8月3日,理想发布了L9 Pro。相比此前的版本降价3万元,并对芯片、激光雷达、摄像头等配置进行缩水,最终弱化了其辅助驾驶能力。算是一种“降价减配”。此前,蔚来也通过去掉换电服务实现了3万元的降价,并换来了月销量突破两万的回报。而理想汽车从成立以来一直不以智能化能力著称,这种降价减配方式更容易被消费者接受。根据汽车网站的投票,大约4成的消费者愿意选择缩水的Pro版本。作为价格战为数不多的“遗珠”,理想L系列上市以来一直没有降价消息,理想L9 Pro的发售算是第一次,此举有望再次提振理想的月销量。理想二季度的另一个重大项目,来自智能驾驶。在6月份的家庭科技日活动上,理想展示了城市 NOA 与通勤 NOA 的开放计划。据发布会介绍,理想通勤 NOA 通过 AI 大模型的帮助,不依赖高精地图,可以做到接近人类司机的驾驶表现。这一服务并不收费,但必须要AD max系统的车型才能用,也就是L系列的最高配车型才有。这意味着,理想的辅助驾驶系统可以帮助品牌单车价格获得3-4万元的提升,也算是间接的卖智能驾驶包了。此外,二季度,理想还公布了品牌的第一台纯电汽车:MEGA。该车属于MPV,将于今年四季度发布。按照发布会的说法,MEGA将打破高端纯电车无爆款的现状,并成为50万以上全品类最畅销的乘用车,不论能源类型或车型。不过目前的数据,国内MPV单车的月销量冠军大多在1万台出头,MPV想超过各类豪华SUV和轿车,难度远比L系列的成绩大得多。04 隐忧:理想有裂痕吗?理想的势头,很像是2021年的特斯拉。那一年,特斯拉营收超过了500亿美元,同比大增71%,净利润达到55.2亿美元,同比大增665%,完成连续10个季度盈利。彼时的特斯拉风头正盛,几乎找不到任何弱点:销量上,特斯拉已经成为了全球第一新能源车企,价位也集中在高端。相比理想,特斯拉还有强大的技术能力,以及马斯克个人魅力加持下的独特品牌价值。几乎想不出特斯拉怎么输。然而短短一年后,特斯拉就迎来了至暗时刻。整个2022年,特斯拉的股价下滑约69%,接近7成股价蒸发,直到今天还没缓过来。那一年,特斯拉依然在高歌猛进,但速度比前两年明显慢了太多。由于疫情导致的供应链问题,各地对电动车取消补助、产能不足、以及竞争对手崛起等种种原因,2022年没有达到交付量增加50%的销量目标。特别是在中国市场。此前两年,特斯拉在中国市场的收入都以100%以上的速度暴涨着。但来到2022年,特斯拉在华营收大降至31%。远低于51%的总增速。这当然离不开中国市场对手的强劲,尤其是马斯克此前瞧不起的比亚迪。整个2022年,比亚迪卖了186.85万辆车,同比增长152.5%,一举超过特斯拉的131万辆,成为全球第一新能源车企。在中国市场,比亚迪汉和比亚迪唐严重侵蚀着特斯拉的市场空间。就连特斯拉前董事会成员也不得不承认“特斯拉第一次有了一个真正的挑战者。”眼下,理想的挑战者也不少。蔚来的月销量再次破两万,重新获得和理想坐在一张桌子的机会。长城的蓝山销量初具规模,比亚迪的腾势N8已经上市。30万以上的高端SUV的丰厚利润,已经有越来越多的品牌眼馋。汽车行业不是电力或烟草,没有绝对的位置优势。汽车也不是互联网社交,能像微信一样独占市场。这里有一个又一个虎视眈眈的对手,试图用更低的价格,更高的配置,更独特的设计来颠覆守擂者。即使强如特斯拉、理想,也不敢说高枕无忧。马斯克在去年曾经感慨:“前方有暴风雨天气,但之后会有阳光。”对理想来说,当下当然是阳光灿烂,但保不齐前面也有暴风雨。舒适区的安稳日子,还远远没有到来。","news_type":1},"isVote":1,"tweetType":1,"viewCount":794,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":184738414641328,"gmtCreate":1686141374373,"gmtModify":1686141376022,"author":{"id":"3459914977411353","authorId":"3459914977411353","name":"AlexWay","avatar":"https://static.tigerbbs.com/aa44bfa285c0fdf91ff76ca4a6c7a7a8","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3459914977411353","authorIdStr":"3459914977411353"},"themes":[],"htmlText":"华尔街投行这么一说,吓得我赶紧把特斯拉抛了","listText":"华尔街投行这么一说,吓得我赶紧把特斯拉抛了","text":"华尔街投行这么一说,吓得我赶紧把特斯拉抛了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/184738414641328","repostId":"1167185683","repostType":4,"repost":{"id":"1167185683","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":1686140809,"share":"https://www.laohu8.com/m/news/1167185683?lang=&edition=full","pubTime":"2023-06-07 20:26","market":"us","language":"zh","title":"盘前 | 华尔街投行:特斯拉有望再涨25%!多家基金错失英伟达,已纷纷认错回补","url":"https://stock-news.laohu8.com/highlight/detail?id=1167185683","media":"老虎资讯综合","summary":"摘要:美股股指期货上涨,欧洲主要股指涨多跌少;财报给力,Yext盘前涨超18%;机构唱多,奈飞涨超3%。6月7日,美股股指期货上涨,道指期货涨0.04%,标普500指数涨0.14%,纳指期货涨0.15","content":"<html><head></head><body><blockquote><strong>摘要:美股股指期货上涨,欧洲主要股指涨多跌少;财报给力,Yext盘前涨超18%;机构唱多,奈飞涨超3%。</strong></blockquote><p>6月7日,美股股指期货上涨,道指期货涨0.04%,标普500指数涨0.14%,纳指期货涨0.15%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5b8827d8f58041abc68c483b40e8fe7d\" title=\"\" tg-width=\"435\" tg-height=\"191\"/></p><p><strong>盘前要闻</strong></p><p>【2023世界人工<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>大会主题和主视觉发布 <a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、OpenAI等将参会】</p><p style=\"text-align: justify;\">2023世界人工智能大会将于7月6-8日在上海举办,以“智联世界 生成未来”为主题。预计将有超1400位国内外大咖出席,包括图灵奖得主、诺贝尔奖得主、国际组织代表、国外院士、海内外企业家/CEO等。会上将重点围绕大模型、AI for Science、通用智能体、算力、元宇宙、人才等十大话题展开讨论。国内广为人知的大模型产品将登场,同时,国际领先企业大模型团队将重磅亮相。今年共吸引数十家国际机构、国际学术圈顶会与外资企业参会,包括微软、谷歌、<a href=\"https://laohu8.com/S/INTC\">英特尔</a>、英伟达、OpenAI等。截止目前,确认首发首展新品超30款,涵盖大模型、芯片、<a href=\"https://laohu8.com/S/300024\">机器人</a>、智能驾驶等领域。现场将发布百亿采购需求,为展商提供精准对接的商贸合作平台。</p><p style=\"text-align: justify;\">【消息称<a href=\"https://laohu8.com/S/AAPL\">苹果</a>新MacBook Air将由瑞仪供料、广达、鸿海负责组装】</p><p style=\"text-align: justify;\">近日有供应链业者透露,苹果15吋MacBook Air新机,主要由背光模组厂瑞仪独家提供模组料件,再交由代工大厂广达、鸿海来组装,其余新加入供应链业者,并没有分到任何订单。</p><p style=\"text-align: justify;\">【蒙古国总理同马斯克讨论电动汽车投资与合作事宜】</p><p style=\"text-align: justify;\">代表蒙古国政府发布的一份声明称,当地时间6日,蒙古国总理奥云额尔登与<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO马斯克在线上会议中讨论电动汽车领域潜在投资与合作事宜。根据声明,双方还谈到了涉及稀土元素和电池矿物使用的潜在联合研究企业。</p><p style=\"text-align: justify;\">【<a href=\"https://laohu8.com/S/NVX\">NOVONIX</a>与LG Energy Solution达成联合开发和投资协议】</p><p style=\"text-align: justify;\">澳大利亚锂离子电池公司NOVONIX和LG Energy Solution就人造石墨负极材料达成联合开发协议和3000万美元的投资协议。</p><p style=\"text-align: justify;\">【英伟达董事Harvey Jones减持70000股 价值2843.3万美元】</p><p style=\"text-align: justify;\">据美国证券交易委员会SEC披露的文件,英伟达董事Harvey Jones于6月2日减持70000股,价值2843.3万美元。</p><p style=\"text-align: justify;\">【多家基金错失英伟达 已纷纷认错回补】</p><p style=\"text-align: justify;\">据英国金融时报7日报道,证券公告显示,道富(State Street)、富达(Fidelity)、锋裕汇理(Amundi)、阿默普莱斯金融(Ameriprise)的天利投资(Columbia Threadneedle)以及卢米斯赛勒斯(Loomis Sayles)这几家资产管理机构,全都在今年一季度英伟达起涨前卖出持股。另据<a href=\"https://laohu8.com/S/GS\">高盛</a>分析,这么做的不是只有这几家而已,年初共同基金普遍降低英伟达风险敞口,是众人减码幅度最大的个股之一。华尔街银行的交易人士透露,共同基金、避险基金经理人已纷纷认错回补,除了英伟达外,AMD等AI概念成长股及半导体ETF都是他们急忙加码的对象。</p><p style=\"text-align: justify;\">【美媒:高盛考虑亏本出售爱尔兰最大购物中心】</p><p style=\"text-align: justify;\">高盛集团正在考虑以低于两年多前收购时的价格出售爱尔兰最大的购物中心。知情人士透露,这家美国投行正在寻求以大约6.5亿欧元的价格出售都柏林西部的Blanchardstown购物中心。高盛在2020年底从<a href=\"https://laohu8.com/S/BX\">黑石</a>集团手中收购了该资产,当时该资产估值约为7.5亿欧元。据了解,该资产由主要的两层购物中心组成,包含180多个零售单元,入驻有包括零售商Primark和Marks & Spencer在内的数个大租户。它还包括两个相邻的零售园区和外部零售单元,以及一座约6700平方米的五层办公楼。</p><p style=\"text-align: justify;\">【GitLab计划推出AI代码编写产品】</p><p style=\"text-align: justify;\">软件开发平台GitLab宣布计划推出一款提振收入的人工智能驱动产品。被软件开发人员广泛用于编码工作的GitLab将在其主要的“DevSecOps”平台上添加“ModelOps”功能,该功能包括提供代码编写建议。GitLab表示,该产品预计将于今年推出,月费9美元。</p><p style=\"text-align: justify;\">【<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>将于7月下旬在首尔发布新的可折叠设备】</p><p style=\"text-align: justify;\"><a href=\"https://laohu8.com/S/SMSD.UK\">三星电子</a>表示,该公司将于7月下旬在首尔举行的Galaxy Unpacked上发布其下一代可折叠设备。三星此前已经在纽约和伦敦等重要城市举办过Galaxy Unpacked活动,将首次在首尔举办这一活动。三星没有给出该活动的确切日期。</p><p style=\"text-align: justify;\">【<a href=\"https://laohu8.com/S/LI\">理想汽车</a>在常州成立智能制造公司 注册资本1.2亿元】</p><p style=\"text-align: justify;\">天眼查App显示,5月22日,常州普理智能制造有限公司成立,法定代表人为胡权刚,注册资本1.2亿人民币,经营范围包括汽车零部件及配件制造、土地使用权租赁、非居住房地产租赁、商务代理代办服务、供应链管理服务等。股权全景穿透图显示,该公司由江苏心电互动汽车销售服务有限公司全资持股,后者为Leading Ideal HK Limited全资子公司。</p><p style=\"text-align: justify;\">【全球科技公司今年已裁员逾20.2万人 远超去年全年】</p><p style=\"text-align: justify;\">根据Layoffs.fyi网站整理的数据,2023年年初以来,全球科技领域已有超20.2万名员工被裁。该网站指出,这一数字几乎是1月中旬时的八倍。数据显示,今年年初以来全球科技行业裁员人数已超2022年全年,年初以来共有745家科技公司合计裁员202206人。根据Layoffs.fyi的数据,去年有1024家科技公司合计裁员154336人。</p><p><strong>盘前行情</strong></p><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>盘前涨逾3%,<strong>华尔街投行:特斯拉股价有望再涨25%!</strong>在Piper Sandler分析师Alexander Potter看来,<a href=\"https://laohu8.com/S/TSLA.US\">特斯拉</a>不应只被视为一只汽车股。考虑到该公司新的收入来源,Potter给予了特斯拉“买入”评级,并将目标价设定为280美元,这比最新收盘价高出25%以上。同时,美国政府网站显示,所有<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>Model 3车型都符合7500美元的电动汽车税收抵免条件。</p><p>机构唱多,奈飞盘前涨超3%。<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>将奈飞目标价从380美元上调至470美元;<a href=\"https://laohu8.com/S/WFC\">富国银行</a>将奈飞目标价从400美元上调至500美元。</p><p>Yext盘前涨超18%,Q1每股收益大超预期,上调全年收入指引。</p><p><a href=\"https://laohu8.com/S/NVX\">NOVONIX</a>盘前涨超12%,公司与LG Energy Solution达成联合开发和投资协议。</p><p><a href=\"https://laohu8.com/S/VOD\">沃达丰</a>盘前涨超2%,<a href=\"https://laohu8.com/S/VOD\">沃达丰</a>与长和最快周五宣布英国业务合并。</p><p>Unity盘前涨近2%,正式启动visionOS beta项目。</p><p>Coinbase盘前涨超3%,隔夜收跌12%。周二,美国证券交易委员会(SEC)在纽约联邦法院起诉了美国最大的加密货币平台Coinbase,称其违反美国证券法规。在Coinbase大跌之际,向来看好加密货币和Coinbase的“木头姐”凯茜·伍德选择抄底。</p><p><a href=\"https://laohu8.com/S/GROV\">Grove Collaborative</a>盘前跌超8%,遭高管连续减仓。</p><p><strong>欧洲市场</strong></p><p>欧洲主要股指涨多跌少,截至发稿,德国DAX30指数涨0.07%,法国CAC40指数涨0.08%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c627b641a559f4a2ced103e0ff47d4cc\" title=\"\" tg-width=\"818\" tg-height=\"362\"/></p><p><strong>原油</strong></p><p>国际油价上涨,美油报72.48美元/桶,日内涨幅1.03%;布油现报77.02美元/桶,日内涨幅0.96%。</p><p>国际油价小幅走强,但美国燃料库存意外增加,需求增长预计放缓,继续深化了市场对全球经济逆风的担忧,大幅抵消沙特上周末宣布大幅减产带来的利好。原油价格需要上涨10美元,沙特才能弥补减产100万桶/日导致的收入损失。</p><p><strong>黄金</strong></p><p>现货黄金日内跌0.25%,报1,976.55美元/盎司。</p><p>国际金价重新走低,美联储紧缩周期可能延长,限制了金价反弹。市场预计,美联储本月将维稳利率,但7月份再次加息的可能性超过60%。若美联储果真在6月份按兵不动,那么金价有可能呈现更加明显和持久的调整,因为需求因素继续保持潜在通胀压力在比央行官员愿意看到的要高得多的水平。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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盘前 | 华尔街投行:特斯拉有望再涨25%!多家基金错失英伟达,已纷纷认错回补\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\">2023-06-07 20:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><strong>摘要:美股股指期货上涨,欧洲主要股指涨多跌少;财报给力,Yext盘前涨超18%;机构唱多,奈飞涨超3%。</strong></blockquote><p>6月7日,美股股指期货上涨,道指期货涨0.04%,标普500指数涨0.14%,纳指期货涨0.15%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5b8827d8f58041abc68c483b40e8fe7d\" title=\"\" tg-width=\"435\" tg-height=\"191\"/></p><p><strong>盘前要闻</strong></p><p>【2023世界人工<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>大会主题和主视觉发布 <a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、OpenAI等将参会】</p><p style=\"text-align: justify;\">2023世界人工智能大会将于7月6-8日在上海举办,以“智联世界 生成未来”为主题。预计将有超1400位国内外大咖出席,包括图灵奖得主、诺贝尔奖得主、国际组织代表、国外院士、海内外企业家/CEO等。会上将重点围绕大模型、AI for Science、通用智能体、算力、元宇宙、人才等十大话题展开讨论。国内广为人知的大模型产品将登场,同时,国际领先企业大模型团队将重磅亮相。今年共吸引数十家国际机构、国际学术圈顶会与外资企业参会,包括微软、谷歌、<a href=\"https://laohu8.com/S/INTC\">英特尔</a>、英伟达、OpenAI等。截止目前,确认首发首展新品超30款,涵盖大模型、芯片、<a href=\"https://laohu8.com/S/300024\">机器人</a>、智能驾驶等领域。现场将发布百亿采购需求,为展商提供精准对接的商贸合作平台。</p><p style=\"text-align: justify;\">【消息称<a href=\"https://laohu8.com/S/AAPL\">苹果</a>新MacBook Air将由瑞仪供料、广达、鸿海负责组装】</p><p style=\"text-align: justify;\">近日有供应链业者透露,苹果15吋MacBook Air新机,主要由背光模组厂瑞仪独家提供模组料件,再交由代工大厂广达、鸿海来组装,其余新加入供应链业者,并没有分到任何订单。</p><p style=\"text-align: justify;\">【蒙古国总理同马斯克讨论电动汽车投资与合作事宜】</p><p style=\"text-align: justify;\">代表蒙古国政府发布的一份声明称,当地时间6日,蒙古国总理奥云额尔登与<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO马斯克在线上会议中讨论电动汽车领域潜在投资与合作事宜。根据声明,双方还谈到了涉及稀土元素和电池矿物使用的潜在联合研究企业。</p><p style=\"text-align: justify;\">【<a href=\"https://laohu8.com/S/NVX\">NOVONIX</a>与LG Energy Solution达成联合开发和投资协议】</p><p style=\"text-align: justify;\">澳大利亚锂离子电池公司NOVONIX和LG Energy Solution就人造石墨负极材料达成联合开发协议和3000万美元的投资协议。</p><p style=\"text-align: justify;\">【英伟达董事Harvey Jones减持70000股 价值2843.3万美元】</p><p style=\"text-align: justify;\">据美国证券交易委员会SEC披露的文件,英伟达董事Harvey Jones于6月2日减持70000股,价值2843.3万美元。</p><p style=\"text-align: justify;\">【多家基金错失英伟达 已纷纷认错回补】</p><p style=\"text-align: justify;\">据英国金融时报7日报道,证券公告显示,道富(State Street)、富达(Fidelity)、锋裕汇理(Amundi)、阿默普莱斯金融(Ameriprise)的天利投资(Columbia Threadneedle)以及卢米斯赛勒斯(Loomis Sayles)这几家资产管理机构,全都在今年一季度英伟达起涨前卖出持股。另据<a href=\"https://laohu8.com/S/GS\">高盛</a>分析,这么做的不是只有这几家而已,年初共同基金普遍降低英伟达风险敞口,是众人减码幅度最大的个股之一。华尔街银行的交易人士透露,共同基金、避险基金经理人已纷纷认错回补,除了英伟达外,AMD等AI概念成长股及半导体ETF都是他们急忙加码的对象。</p><p style=\"text-align: justify;\">【美媒:高盛考虑亏本出售爱尔兰最大购物中心】</p><p style=\"text-align: justify;\">高盛集团正在考虑以低于两年多前收购时的价格出售爱尔兰最大的购物中心。知情人士透露,这家美国投行正在寻求以大约6.5亿欧元的价格出售都柏林西部的Blanchardstown购物中心。高盛在2020年底从<a href=\"https://laohu8.com/S/BX\">黑石</a>集团手中收购了该资产,当时该资产估值约为7.5亿欧元。据了解,该资产由主要的两层购物中心组成,包含180多个零售单元,入驻有包括零售商Primark和Marks & Spencer在内的数个大租户。它还包括两个相邻的零售园区和外部零售单元,以及一座约6700平方米的五层办公楼。</p><p style=\"text-align: justify;\">【GitLab计划推出AI代码编写产品】</p><p style=\"text-align: justify;\">软件开发平台GitLab宣布计划推出一款提振收入的人工智能驱动产品。被软件开发人员广泛用于编码工作的GitLab将在其主要的“DevSecOps”平台上添加“ModelOps”功能,该功能包括提供代码编写建议。GitLab表示,该产品预计将于今年推出,月费9美元。</p><p style=\"text-align: justify;\">【<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>将于7月下旬在首尔发布新的可折叠设备】</p><p style=\"text-align: justify;\"><a href=\"https://laohu8.com/S/SMSD.UK\">三星电子</a>表示,该公司将于7月下旬在首尔举行的Galaxy Unpacked上发布其下一代可折叠设备。三星此前已经在纽约和伦敦等重要城市举办过Galaxy Unpacked活动,将首次在首尔举办这一活动。三星没有给出该活动的确切日期。</p><p style=\"text-align: justify;\">【<a href=\"https://laohu8.com/S/LI\">理想汽车</a>在常州成立智能制造公司 注册资本1.2亿元】</p><p style=\"text-align: justify;\">天眼查App显示,5月22日,常州普理智能制造有限公司成立,法定代表人为胡权刚,注册资本1.2亿人民币,经营范围包括汽车零部件及配件制造、土地使用权租赁、非居住房地产租赁、商务代理代办服务、供应链管理服务等。股权全景穿透图显示,该公司由江苏心电互动汽车销售服务有限公司全资持股,后者为Leading Ideal HK Limited全资子公司。</p><p style=\"text-align: justify;\">【全球科技公司今年已裁员逾20.2万人 远超去年全年】</p><p style=\"text-align: justify;\">根据Layoffs.fyi网站整理的数据,2023年年初以来,全球科技领域已有超20.2万名员工被裁。该网站指出,这一数字几乎是1月中旬时的八倍。数据显示,今年年初以来全球科技行业裁员人数已超2022年全年,年初以来共有745家科技公司合计裁员202206人。根据Layoffs.fyi的数据,去年有1024家科技公司合计裁员154336人。</p><p><strong>盘前行情</strong></p><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>盘前涨逾3%,<strong>华尔街投行:特斯拉股价有望再涨25%!</strong>在Piper Sandler分析师Alexander Potter看来,<a href=\"https://laohu8.com/S/TSLA.US\">特斯拉</a>不应只被视为一只汽车股。考虑到该公司新的收入来源,Potter给予了特斯拉“买入”评级,并将目标价设定为280美元,这比最新收盘价高出25%以上。同时,美国政府网站显示,所有<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>Model 3车型都符合7500美元的电动汽车税收抵免条件。</p><p>机构唱多,奈飞盘前涨超3%。<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>将奈飞目标价从380美元上调至470美元;<a href=\"https://laohu8.com/S/WFC\">富国银行</a>将奈飞目标价从400美元上调至500美元。</p><p>Yext盘前涨超18%,Q1每股收益大超预期,上调全年收入指引。</p><p><a href=\"https://laohu8.com/S/NVX\">NOVONIX</a>盘前涨超12%,公司与LG Energy Solution达成联合开发和投资协议。</p><p><a href=\"https://laohu8.com/S/VOD\">沃达丰</a>盘前涨超2%,<a href=\"https://laohu8.com/S/VOD\">沃达丰</a>与长和最快周五宣布英国业务合并。</p><p>Unity盘前涨近2%,正式启动visionOS beta项目。</p><p>Coinbase盘前涨超3%,隔夜收跌12%。周二,美国证券交易委员会(SEC)在纽约联邦法院起诉了美国最大的加密货币平台Coinbase,称其违反美国证券法规。在Coinbase大跌之际,向来看好加密货币和Coinbase的“木头姐”凯茜·伍德选择抄底。</p><p><a href=\"https://laohu8.com/S/GROV\">Grove Collaborative</a>盘前跌超8%,遭高管连续减仓。</p><p><strong>欧洲市场</strong></p><p>欧洲主要股指涨多跌少,截至发稿,德国DAX30指数涨0.07%,法国CAC40指数涨0.08%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c627b641a559f4a2ced103e0ff47d4cc\" title=\"\" tg-width=\"818\" tg-height=\"362\"/></p><p><strong>原油</strong></p><p>国际油价上涨,美油报72.48美元/桶,日内涨幅1.03%;布油现报77.02美元/桶,日内涨幅0.96%。</p><p>国际油价小幅走强,但美国燃料库存意外增加,需求增长预计放缓,继续深化了市场对全球经济逆风的担忧,大幅抵消沙特上周末宣布大幅减产带来的利好。原油价格需要上涨10美元,沙特才能弥补减产100万桶/日导致的收入损失。</p><p><strong>黄金</strong></p><p>现货黄金日内跌0.25%,报1,976.55美元/盎司。</p><p>国际金价重新走低,美联储紧缩周期可能延长,限制了金价反弹。市场预计,美联储本月将维稳利率,但7月份再次加息的可能性超过60%。若美联储果真在6月份按兵不动,那么金价有可能呈现更加明显和持久的调整,因为需求因素继续保持潜在通胀压力在比央行官员愿意看到的要高得多的水平。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{"LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","BK4549":"软银资本持仓","LU0082616367.USD":"摩根大通美国科技A(dist)","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU0823414478.USD":"法巴经典能源转换基金","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 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Science、通用智能体、算力、元宇宙、人才等十大话题展开讨论。国内广为人知的大模型产品将登场,同时,国际领先企业大模型团队将重磅亮相。今年共吸引数十家国际机构、国际学术圈顶会与外资企业参会,包括微软、谷歌、英特尔、英伟达、OpenAI等。截止目前,确认首发首展新品超30款,涵盖大模型、芯片、机器人、智能驾驶等领域。现场将发布百亿采购需求,为展商提供精准对接的商贸合作平台。【消息称苹果新MacBook Air将由瑞仪供料、广达、鸿海负责组装】近日有供应链业者透露,苹果15吋MacBook Air新机,主要由背光模组厂瑞仪独家提供模组料件,再交由代工大厂广达、鸿海来组装,其余新加入供应链业者,并没有分到任何订单。【蒙古国总理同马斯克讨论电动汽车投资与合作事宜】代表蒙古国政府发布的一份声明称,当地时间6日,蒙古国总理奥云额尔登与特斯拉CEO马斯克在线上会议中讨论电动汽车领域潜在投资与合作事宜。根据声明,双方还谈到了涉及稀土元素和电池矿物使用的潜在联合研究企业。【NOVONIX与LG Energy Solution达成联合开发和投资协议】澳大利亚锂离子电池公司NOVONIX和LG Energy Solution就人造石墨负极材料达成联合开发协议和3000万美元的投资协议。【英伟达董事Harvey Jones减持70000股 价值2843.3万美元】据美国证券交易委员会SEC披露的文件,英伟达董事Harvey Jones于6月2日减持70000股,价值2843.3万美元。【多家基金错失英伟达 已纷纷认错回补】据英国金融时报7日报道,证券公告显示,道富(State Street)、富达(Fidelity)、锋裕汇理(Amundi)、阿默普莱斯金融(Ameriprise)的天利投资(Columbia Threadneedle)以及卢米斯赛勒斯(Loomis Sayles)这几家资产管理机构,全都在今年一季度英伟达起涨前卖出持股。另据高盛分析,这么做的不是只有这几家而已,年初共同基金普遍降低英伟达风险敞口,是众人减码幅度最大的个股之一。华尔街银行的交易人士透露,共同基金、避险基金经理人已纷纷认错回补,除了英伟达外,AMD等AI概念成长股及半导体ETF都是他们急忙加码的对象。【美媒:高盛考虑亏本出售爱尔兰最大购物中心】高盛集团正在考虑以低于两年多前收购时的价格出售爱尔兰最大的购物中心。知情人士透露,这家美国投行正在寻求以大约6.5亿欧元的价格出售都柏林西部的Blanchardstown购物中心。高盛在2020年底从黑石集团手中收购了该资产,当时该资产估值约为7.5亿欧元。据了解,该资产由主要的两层购物中心组成,包含180多个零售单元,入驻有包括零售商Primark和Marks & Spencer在内的数个大租户。它还包括两个相邻的零售园区和外部零售单元,以及一座约6700平方米的五层办公楼。【GitLab计划推出AI代码编写产品】软件开发平台GitLab宣布计划推出一款提振收入的人工智能驱动产品。被软件开发人员广泛用于编码工作的GitLab将在其主要的“DevSecOps”平台上添加“ModelOps”功能,该功能包括提供代码编写建议。GitLab表示,该产品预计将于今年推出,月费9美元。【三星将于7月下旬在首尔发布新的可折叠设备】三星电子表示,该公司将于7月下旬在首尔举行的Galaxy Unpacked上发布其下一代可折叠设备。三星此前已经在纽约和伦敦等重要城市举办过Galaxy Unpacked活动,将首次在首尔举办这一活动。三星没有给出该活动的确切日期。【理想汽车在常州成立智能制造公司 注册资本1.2亿元】天眼查App显示,5月22日,常州普理智能制造有限公司成立,法定代表人为胡权刚,注册资本1.2亿人民币,经营范围包括汽车零部件及配件制造、土地使用权租赁、非居住房地产租赁、商务代理代办服务、供应链管理服务等。股权全景穿透图显示,该公司由江苏心电互动汽车销售服务有限公司全资持股,后者为Leading Ideal HK Limited全资子公司。【全球科技公司今年已裁员逾20.2万人 远超去年全年】根据Layoffs.fyi网站整理的数据,2023年年初以来,全球科技领域已有超20.2万名员工被裁。该网站指出,这一数字几乎是1月中旬时的八倍。数据显示,今年年初以来全球科技行业裁员人数已超2022年全年,年初以来共有745家科技公司合计裁员202206人。根据Layoffs.fyi的数据,去年有1024家科技公司合计裁员154336人。盘前行情特斯拉盘前涨逾3%,华尔街投行:特斯拉股价有望再涨25%!在Piper Sandler分析师Alexander Potter看来,特斯拉不应只被视为一只汽车股。考虑到该公司新的收入来源,Potter给予了特斯拉“买入”评级,并将目标价设定为280美元,这比最新收盘价高出25%以上。同时,美国政府网站显示,所有特斯拉Model 3车型都符合7500美元的电动汽车税收抵免条件。机构唱多,奈飞盘前涨超3%。摩根大通将奈飞目标价从380美元上调至470美元;富国银行将奈飞目标价从400美元上调至500美元。Yext盘前涨超18%,Q1每股收益大超预期,上调全年收入指引。NOVONIX盘前涨超12%,公司与LG Energy Solution达成联合开发和投资协议。沃达丰盘前涨超2%,沃达丰与长和最快周五宣布英国业务合并。Unity盘前涨近2%,正式启动visionOS beta项目。Coinbase盘前涨超3%,隔夜收跌12%。周二,美国证券交易委员会(SEC)在纽约联邦法院起诉了美国最大的加密货币平台Coinbase,称其违反美国证券法规。在Coinbase大跌之际,向来看好加密货币和Coinbase的“木头姐”凯茜·伍德选择抄底。Grove Collaborative盘前跌超8%,遭高管连续减仓。欧洲市场欧洲主要股指涨多跌少,截至发稿,德国DAX30指数涨0.07%,法国CAC40指数涨0.08%。原油国际油价上涨,美油报72.48美元/桶,日内涨幅1.03%;布油现报77.02美元/桶,日内涨幅0.96%。国际油价小幅走强,但美国燃料库存意外增加,需求增长预计放缓,继续深化了市场对全球经济逆风的担忧,大幅抵消沙特上周末宣布大幅减产带来的利好。原油价格需要上涨10美元,沙特才能弥补减产100万桶/日导致的收入损失。黄金现货黄金日内跌0.25%,报1,976.55美元/盎司。国际金价重新走低,美联储紧缩周期可能延长,限制了金价反弹。市场预计,美联储本月将维稳利率,但7月份再次加息的可能性超过60%。若美联储果真在6月份按兵不动,那么金价有可能呈现更加明显和持久的调整,因为需求因素继续保持潜在通胀压力在比央行官员愿意看到的要高得多的水平。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1450,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3521677812980110","authorId":"3521677812980110","name":"天津乔大爷","avatar":"https://static.tigerbbs.com/cf9c0259041b8a19e752a0c4f6be4101","crmLevel":2,"crmLevelSwitch":0,"idStr":"3521677812980110","authorIdStr":"3521677812980110"},"content":"奶奶的,我期权也赶紧走,快到顶了","text":"奶奶的,我期权也赶紧走,快到顶了","html":"奶奶的,我期权也赶紧走,快到顶了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":656488646,"gmtCreate":1683882032986,"gmtModify":1683882034843,"author":{"id":"3459914977411353","authorId":"3459914977411353","name":"AlexWay","avatar":"https://static.tigerbbs.com/aa44bfa285c0fdf91ff76ca4a6c7a7a8","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3459914977411353","authorIdStr":"3459914977411353"},"themes":[],"htmlText":"虽然持有特斯拉股票,也看不惯评论里一堆跪族真能舔啊","listText":"虽然持有特斯拉股票,也看不惯评论里一堆跪族真能舔啊","text":"虽然持有特斯拉股票,也看不惯评论里一堆跪族真能舔啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/656488646","repostId":"1130925693","repostType":4,"repost":{"id":"1130925693","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":1683874294,"share":"https://www.laohu8.com/m/news/1130925693?lang=&edition=full","pubTime":"2023-05-12 14:51","market":"other","language":"zh","title":"特斯拉召回部分进口及国产Model 3 、Model Y汽车,共计110.46万辆","url":"https://stock-news.laohu8.com/highlight/detail?id=1130925693","media":"老虎资讯综合","summary":"5月12日,日前,特斯拉汽车(北京)有限公司、特斯拉(上海)有限公司根据《缺陷汽车产品召回管理条例》和《缺陷汽车产品召回管理条例实施办法》的要求,向国家市场监督管理总局备案了召回计划。自2023年5月","content":"<html><head></head><body><p>5月12日,日前,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>汽车(北京)有限公司、特斯拉(上海)有限公司根据《缺陷汽车产品召回管理条例》和《缺陷汽车产品召回管理条例实施办法》的要求,向国家市场监督管理总局备案了召回计划。</p><p>自2023年5月29日起,召回生产日期在2019年1月12日至2023年4月24日期间的部分进口Model S、 Model X 、Model 3及国产Model 3 、Model Y汽车,共计1104622辆。</p><p>本次召回范围内的车辆,没有允许驾驶员选择能量回收制动策略;同时,对驾驶员长时间深度踩下加速踏板的情况可能没有提供足够提醒。以上因素叠加可能增加长时间误踩加速踏板的概率,可能增加碰撞的风险,存在安全隐患。</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\" 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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特斯拉召回部分进口及国产Model 3 、Model Y汽车,共计110.46万辆\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\">2023-05-12 14:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>5月12日,日前,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>汽车(北京)有限公司、特斯拉(上海)有限公司根据《缺陷汽车产品召回管理条例》和《缺陷汽车产品召回管理条例实施办法》的要求,向国家市场监督管理总局备案了召回计划。</p><p>自2023年5月29日起,召回生产日期在2019年1月12日至2023年4月24日期间的部分进口Model S、 Model X 、Model 3及国产Model 3 、Model Y汽车,共计1104622辆。</p><p>本次召回范围内的车辆,没有允许驾驶员选择能量回收制动策略;同时,对驾驶员长时间深度踩下加速踏板的情况可能没有提供足够提醒。以上因素叠加可能增加长时间误踩加速踏板的概率,可能增加碰撞的风险,存在安全隐患。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8541380317eba7ef07da7c529e879c07","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130925693","content_text":"5月12日,日前,特斯拉汽车(北京)有限公司、特斯拉(上海)有限公司根据《缺陷汽车产品召回管理条例》和《缺陷汽车产品召回管理条例实施办法》的要求,向国家市场监督管理总局备案了召回计划。自2023年5月29日起,召回生产日期在2019年1月12日至2023年4月24日期间的部分进口Model S、 Model X 、Model 3及国产Model 3 、Model Y汽车,共计1104622辆。本次召回范围内的车辆,没有允许驾驶员选择能量回收制动策略;同时,对驾驶员长时间深度踩下加速踏板的情况可能没有提供足够提醒。以上因素叠加可能增加长时间误踩加速踏板的概率,可能增加碰撞的风险,存在安全隐患。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2089,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4101559114389140","authorId":"4101559114389140","name":"反抗不够激烈","avatar":"https://static.tigerbbs.com/a63aee8c3f209633ecd5c81f118b636a","crmLevel":6,"crmLevelSwitch":0,"idStr":"4101559114389140","authorIdStr":"4101559114389140"},"content":"亲,这里建议你卖掉股票。这公司不行,股票没希望了。","text":"亲,这里建议你卖掉股票。这公司不行,股票没希望了。","html":"亲,这里建议你卖掉股票。这公司不行,股票没希望了。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":625421595,"gmtCreate":1676647316517,"gmtModify":1676647318432,"author":{"id":"3459914977411353","authorId":"3459914977411353","name":"AlexWay","avatar":"https://static.tigerbbs.com/aa44bfa285c0fdf91ff76ca4a6c7a7a8","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3459914977411353","authorIdStr":"3459914977411353"},"themes":[],"htmlText":"作为特斯拉小小股东,我看好特斯拉,但我自己不会买","listText":"作为特斯拉小小股东,我看好特斯拉,但我自己不会买","text":"作为特斯拉小小股东,我看好特斯拉,但我自己不会买","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/625421595","repostId":"1163249818","repostType":4,"repost":{"id":"1163249818","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":1676643547,"share":"https://www.laohu8.com/m/news/1163249818?lang=&edition=full","pubTime":"2023-02-17 22:19","market":"us","language":"zh","title":"瑞安警方通报特斯拉交通事故,特斯拉称全力配合调查","url":"https://stock-news.laohu8.com/highlight/detail?id=1163249818","media":"老虎资讯综合","summary":"事故正在进一步调查处理中。","content":"<html><head></head><body><p>据上证报,网上流传<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>狂飙追尾公交视频。对此,瑞安交警通报:2月17日下午13时55分,钱某驾驶小型汽车途经塘下镇塘川北街路段时,先后和前方两辆汽车发生碰撞,造成该小型汽车内乘客陈某死亡、钱某受伤,三车受损的交通事故。目前,钱某正在医院救治。事故正在进一步调查处理中。</p><p>特斯拉中国有关人士称:“对于此次事故,我们也非常难过。非常理解大家对于此事故的关心。目前,事故原因当地交警正在调查中,我们将尽全力配合。也请大家不轻信和传播未经证实的信息。”</p><p>截至发稿,特斯拉盘前跌约0.4%。</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>瑞安警方通报特斯拉交通事故,特斯拉称全力配合调查</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; 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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瑞安警方通报特斯拉交通事故,特斯拉称全力配合调查\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\">2023-02-17 22:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>据上证报,网上流传<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>狂飙追尾公交视频。对此,瑞安交警通报:2月17日下午13时55分,钱某驾驶小型汽车途经塘下镇塘川北街路段时,先后和前方两辆汽车发生碰撞,造成该小型汽车内乘客陈某死亡、钱某受伤,三车受损的交通事故。目前,钱某正在医院救治。事故正在进一步调查处理中。</p><p>特斯拉中国有关人士称:“对于此次事故,我们也非常难过。非常理解大家对于此事故的关心。目前,事故原因当地交警正在调查中,我们将尽全力配合。也请大家不轻信和传播未经证实的信息。”</p><p>截至发稿,特斯拉盘前跌约0.4%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9749762c5ee11a52030b4c66a89c8026","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163249818","content_text":"据上证报,网上流传特斯拉狂飙追尾公交视频。对此,瑞安交警通报:2月17日下午13时55分,钱某驾驶小型汽车途经塘下镇塘川北街路段时,先后和前方两辆汽车发生碰撞,造成该小型汽车内乘客陈某死亡、钱某受伤,三车受损的交通事故。目前,钱某正在医院救治。事故正在进一步调查处理中。特斯拉中国有关人士称:“对于此次事故,我们也非常难过。非常理解大家对于此事故的关心。目前,事故原因当地交警正在调查中,我们将尽全力配合。也请大家不轻信和传播未经证实的信息。”截至发稿,特斯拉盘前跌约0.4%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":823,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":629311002,"gmtCreate":1670252700107,"gmtModify":1670252701710,"author":{"id":"3459914977411353","authorId":"3459914977411353","name":"AlexWay","avatar":"https://static.tigerbbs.com/aa44bfa285c0fdf91ff76ca4a6c7a7a8","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3459914977411353","authorIdStr":"3459914977411353"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>持有了几年股票了,想着支持下买辆Y,但是对比了下G9、L8和唐dmp,只能说产品力确实比不上国产了……争点气吧把股价拉回来","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>持有了几年股票了,想着支持下买辆Y,但是对比了下G9、L8和唐dmp,只能说产品力确实比不上国产了……争点气吧把股价拉回来","text":"$特斯拉(TSLA)$ 持有了几年股票了,想着支持下买辆Y,但是对比了下G9、L8和唐dmp,只能说产品力确实比不上国产了……争点气吧把股价拉回来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/629311002","isVote":1,"tweetType":1,"viewCount":1629,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":683759279,"gmtCreate":1656516079692,"gmtModify":1704865099629,"author":{"id":"3459914977411353","authorId":"3459914977411353","name":"AlexWay","avatar":"https://static.tigerbbs.com/aa44bfa285c0fdf91ff76ca4a6c7a7a8","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3459914977411353","authorIdStr":"3459914977411353"},"themes":[],"htmlText":"他不知道蔚来主打的差异化策略就是换电业务吗?","listText":"他不知道蔚来主打的差异化策略就是换电业务吗?","text":"他不知道蔚来主打的差异化策略就是换电业务吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/683759279","repostId":"1178211858","repostType":4,"repost":{"id":"1178211858","pubTimestamp":1656507485,"share":"https://www.laohu8.com/m/news/1178211858?lang=&edition=full","pubTime":"2022-06-29 20:58","market":"us","language":"zh","title":"蔚来被“灰熊”咬了一口,但是不疼","url":"https://stock-news.laohu8.com/highlight/detail?id=1178211858","media":"新熵","summary":"做空报告有部分依据,但难以对蔚来造成毁灭性打击。","content":"<html><head></head><body><p>作者:白芨</p><p><a href=\"https://laohu8.com/S/NIO\">蔚来</a>真急了。</p><p>6月29日中午,<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>汽车向<a href=\"https://laohu8.com/S/S68.SI\">新加坡交易所</a>递交了停牌申请。在上午的交易日中,蔚来港股的跌幅一度超过9%,截至港股收盘,蔚来股价暴跌11.36%,小鹏、理想股价都被蔚来“带进沟里”。</p><p>下跌源自大洋彼岸的一头“灰熊”的做空报告,这家做空机构正式的名称是Grizzly Research,自称专注于深入的尽职调查对上市公司进行研究。在“灰熊”官网上,用户还可以看到诸多中概股的做空报告,包括<a href=\"https://laohu8.com/S/GSX\">跟谁学</a>、<a href=\"https://laohu8.com/S/DOYU\">斗鱼</a>、<a href=\"https://laohu8.com/S/LX\">乐信</a>和<a href=\"https://laohu8.com/S/WUBA\">58同城</a>。</p><p>28日,Grizzly Research发布报告《蔚来正在用Valeant式的财务游戏,以达到虚增收入/净利润率的目的》。</p><p>Valeant(<a href=\"https://laohu8.com/S/VRX\">凡利亚药品国际</a>)是一家加拿大制药公司,从2008年到2015年6月,Valeant的股价上涨达11倍,但在2015年被香橼曝出,Valeant控股了一批药房网络,并将药房储藏的存货确认为销售收入。这场著名的做空令Valeant市值一落千丈,到2018年,Valeant从纽交所退市。</p><p>Grizzly Research质疑,蔚来采用了类似的手段,通过超额向子公司蔚能出售电池来虚增收入,而这些电池很有可能根本未交付给蔚能,而是躺在蔚来自己的仓库里。蔚来对此全力反驳:“推测错误无根据,结论有误导性。”</p><p>“新熵”分析后认为,Grizzly Research的做空报告有部分依据,但难以像香橼击溃Valeant一样,对蔚来造成毁灭性打击。</p><p><b>蔚来,你不对劲</b></p><p>先理一下蔚来和蔚能的关系。</p><p>蔚来一直就想做换电模式,也就是用大型站点对汽车电池集中存储、充电、更换、调配。原因是,新能源汽车里,电池和车的寿命不一样,电池不到十年,车是十几年甚至几十年,用户早晚都得换;另外,换回来的旧电池也有回收价值。</p><p>在2020年,蔚来通过推出BaaS(电池即服务)实现了这个梦,方式是成立电池资产子公司蔚能,蔚来把电池包卖给蔚能,自己卖不含电池的、更便宜的电动车,用户提车后去找蔚能租电池,定期交费。</p><p><img src=\"https://static.tigerbbs.com/735e467ad3cb0b4373eb9f4338825f28\" tg-width=\"550\" tg-height=\"243\" referrerpolicy=\"no-referrer\"/></p><p>再复盘一下这头灰熊的逻辑。</p><p>我发现成立蔚能后,蔚来的收入和净利润飙升很快,超出市场预期,比如2021年,华尔街预测蔚来应该亏59.47亿元,结果只亏了30.07亿元——蔚来可能不对劲。</p><p>我发现李斌和<a href=\"https://laohu8.com/S/LUCKIN\">瑞幸咖啡</a>造假案的关键人物刘二海关系密切,之前创业的易车网持续亏损,投资的摩拜单车挪用过用户押金——创始人的人品存疑。</p><p>我发现蔚来完全可以自己做电池资产,但蔚来让子公司干这个事,不让电池资产业务进入蔚来财务报表,但蔚能管理层是蔚来高管——可能是暗箱交易。</p><p>我发现蔚来曾与投资方合肥市签有对赌协议,要求蔚来在2024年营收额达到1200亿元,而蔚来去年只有361亿营收额——业绩压力可能让蔚来铤而走险。</p><p>我看到蔚来2021年财报、武汉蔚能电池资产有限公司2022年度第一期绿色电池资产支持票据,到2021年三季度,蔚能服务的用户是19000名,但存了40053块电池,蔚能根本不需要多余电池,一人一块完全够用——多出来的两万多块,可能是蔚来多卖给蔚能,用来粉饰财报的。</p><p>我发现找不到蔚能把电池储存在哪里——可能还在蔚来手里。</p><p>这就是整篇做空报告的主要逻辑,灰熊同时提出了一些质疑,如李斌曾将5000万股股份转让给“未来用户信托”,并将其质押给<a href=\"https://laohu8.com/S/UBS\">瑞银</a>集团。</p><p>“新熵”认为,报告的部分依据在于,蔚来通过设立蔚能经营电池资产业务,确实有美化上市公司报表的用意,此外,由于同合肥政府对赌协议的存在,蔚来始终背负着巨大的业绩压力。从这一角度看,蔚来确实存在美化财务报表的动机。</p><p><b>灰熊咬得不疼</b></p><p><img src=\"https://static.tigerbbs.com/8f19f4f21a6cda3412a338ab19482eef\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\"/></p><p>但灰熊的报告同样有一定瑕疵。</p><p>首先是成立蔚能的目的,灰熊认为蔚能是李斌在业绩压力下,专门设立用来关联交易,夸大业绩的棋子,这与蔚来方面的表述完全相反。</p><p>蔚能总经理陆荣华曾在接受电动汽车观察家采访时表示,蔚来一开始考虑与金融机构直接合作电池资产业务,但摸索后发现需要一个中间角色打通主机厂和金融机构。在接受品驾采访时陆荣华表示,电池资产运营业务比较特殊,有一定的对外业务属性,需要配合并服务主机厂,用独立公司做更合适。</p><p>有业内人士分析,蔚来剥离蔚能的电池资产业务,与<a href=\"https://laohu8.com/S/JD\">京东</a>剥离物流业务没有本质区别,核心原因是资产模式太重,需要将业务推入市场,引入合作方分摊风险。</p><p>BaaS换电品牌的合资模式在业内有迹可循,例如<a href=\"https://laohu8.com/S/300750\">宁德时代</a>曾于2019年与蚂蚁金服、<a href=\"https://laohu8.com/S/HELO\">哈啰出行</a>合资成立链轮电动车换电品牌EVOGO乐行换电。陆荣华同样表示,Baas服务领域普遍采用合资模式,蔚来只是跟随行业趋势。</p><p>这带来第二个问题,蔚能并不是蔚来的全资子公司,不是蔚来一家说了算。</p><p>按照蔚来2021年财报披露,蔚来对蔚能的持股不足20%。按照陆荣华的表述,蔚能的股东结构是“八仙过海,各显神通”,包括宁德时代、地方国资、太平保险、<a href=\"https://laohu8.com/S/002026\">山东威达</a>等等。</p><p>一位业内人士对“新熵”表示,蔚来能把蔚能当垃圾桶用,其它几大股东坐视不管,这点难以想象。</p><p>而蔚能的第一期ABN(资产支持票据)已经于4月成功发行,其资产情况在相关公告中有完整披露,内容基本涵盖了灰熊提及的财务漏洞。如果问题确实成立,蔚能的ABN融资不可能完美落幕。</p><p>最后,在合资背景下,蔚能对蔚来财务数据有美化作用,更多是附带效果,而不是目的。</p><p>一位不愿透露姓名的财务专家对“新熵”表示,灰熊的质疑有一定正确之处,在于如果蔚来自己做电池资产,以几年为期限向用户收取租电池的费用,即便蔚来已经提前拿到了用户的预付租金,其超出部分收入也要计入应收账款而非营收。而在成立蔚能后,蔚来可以直接向蔚能收取电池销售费用,并计入营收。而对买来的电池,蔚能确实要接手折旧风险。</p><p>但这并不意味着,这是蔚来独立蔚能的主要目的,前述业内人士对“新熵”表示,蔚来把换电业务放在体外,并且按权益法处理,就是要像防火墙一样隔离风险。正如报告的表述,蔚来的行为<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>称之为会计诡计,算不上造假。</p><p><b>空头为何爱上蔚来?</b></p><p>这不是蔚来第一次遭到华尔街空头的迎面痛击。</p><p>2020年11月14日,知名做空机构香橼发布报告称,蔚来的股价已经脱离合理范围,股价应当“腰斩”,理由是,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>Model Y的低定价可能对蔚来EC6和ES6车型的订单量不利;另外,蔚来的估值畸高,其PS估值已经达到17倍,同期<a href=\"https://laohu8.com/S/002594\">比亚迪</a>PS仅为3倍左右,这使蔚来的投机者集中,背离价值投资逻辑。</p><p>结果是,蔚来股价大跌7.74%,最大跌幅一度超过16%。</p><p>此次灰熊的“二次光顾”,再度证明了蔚来的“招空头”体质。</p><p>“新熵”认为,原因首先是蔚来所处的新能源主机厂板块泡沫属性较为严重。</p><p>以特斯拉为例,从2020年开始,特斯拉被高估的声音在资本市场一直没有断绝。今年1月,Viceroy Research创始人弗雷泽·佩林发布推文称特斯拉的价值被高估10倍,理由是特斯拉的销量远不及丰田、大众等传统车企,但市值是二者之和的两倍。</p><p>显然,登陆美股市场的蔚小理也是新能源概念的受益者。</p><p>其次,蔚来采用的换电模式由于前期的高额投入成本,普遍不为市场看好。</p><p><img src=\"https://static.tigerbbs.com/5631f51fa5b2d46e188b41e3b81a5d50\" tg-width=\"550\" tg-height=\"316\" referrerpolicy=\"no-referrer\"/></p><p>在此次做空报告中,灰熊就举例称,2008年,以色列企业Better Place就曾提出换电模式倡议,但在花费8.5亿美元后,Better Place不得不申请破产。特斯拉曾在2013年尝试切入换电模式,但由于营销、技术和财务原因放弃了这一计划。</p><p>从整车厂策略看,特斯拉凭借市场占有率高的优势,采用自建自营换电站模式;蔚来采用车电分离模式,将电池资产运营与上市主体隔离开来;小鹏采取合作建设充电桩模式,主要通过与第三方运营商合作建设充电网络,以追求降低运营成本。</p><p>对蔚来来说,进军自建换电站是一步险棋,尽管可以塑造品牌优势,但也面临巨大投入风险。从2020年开始,蔚来的换电站规模快速扩张,引发市场的普遍关注。某种程度上,此次灰熊对蔚来的做空,就是蔚来换电模式巨大矛盾的充分展现。</p><p>对蔚来来说,做空报告必将使管理层重新思考,在荆棘丛生的换电赛道一路狂奔,是否就是蔚来想要的未来?</p></body></html>","source":"lsy1602476715181","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>蔚来被“灰熊”咬了一口,但是不疼</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蔚来被“灰熊”咬了一口,但是不疼\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-29 20:58 北京时间 <a href=http://finance.sina.com.cn/tech/csj/2022-06-29/doc-imizmscu9360151.shtml><strong>新熵</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者:白芨蔚来真急了。6月29日中午,蔚来汽车向新加坡交易所递交了停牌申请。在上午的交易日中,蔚来港股的跌幅一度超过9%,截至港股收盘,蔚来股价暴跌11.36%,小鹏、理想股价都被蔚来“带进沟里”。下跌源自大洋彼岸的一头“灰熊”的做空报告,这家做空机构正式的名称是Grizzly Research,自称专注于深入的尽职调查对上市公司进行研究。在“灰熊”官网上,用户还可以看到诸多中概股的做空报告,包括...</p>\n\n<a href=\"http://finance.sina.com.cn/tech/csj/2022-06-29/doc-imizmscu9360151.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/9939e4191ccb45ea08d4d4e422a0f389","relate_stocks":{},"source_url":"http://finance.sina.com.cn/tech/csj/2022-06-29/doc-imizmscu9360151.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178211858","content_text":"作者:白芨蔚来真急了。6月29日中午,蔚来汽车向新加坡交易所递交了停牌申请。在上午的交易日中,蔚来港股的跌幅一度超过9%,截至港股收盘,蔚来股价暴跌11.36%,小鹏、理想股价都被蔚来“带进沟里”。下跌源自大洋彼岸的一头“灰熊”的做空报告,这家做空机构正式的名称是Grizzly Research,自称专注于深入的尽职调查对上市公司进行研究。在“灰熊”官网上,用户还可以看到诸多中概股的做空报告,包括跟谁学、斗鱼、乐信和58同城。28日,Grizzly Research发布报告《蔚来正在用Valeant式的财务游戏,以达到虚增收入/净利润率的目的》。Valeant(凡利亚药品国际)是一家加拿大制药公司,从2008年到2015年6月,Valeant的股价上涨达11倍,但在2015年被香橼曝出,Valeant控股了一批药房网络,并将药房储藏的存货确认为销售收入。这场著名的做空令Valeant市值一落千丈,到2018年,Valeant从纽交所退市。Grizzly Research质疑,蔚来采用了类似的手段,通过超额向子公司蔚能出售电池来虚增收入,而这些电池很有可能根本未交付给蔚能,而是躺在蔚来自己的仓库里。蔚来对此全力反驳:“推测错误无根据,结论有误导性。”“新熵”分析后认为,Grizzly Research的做空报告有部分依据,但难以像香橼击溃Valeant一样,对蔚来造成毁灭性打击。蔚来,你不对劲先理一下蔚来和蔚能的关系。蔚来一直就想做换电模式,也就是用大型站点对汽车电池集中存储、充电、更换、调配。原因是,新能源汽车里,电池和车的寿命不一样,电池不到十年,车是十几年甚至几十年,用户早晚都得换;另外,换回来的旧电池也有回收价值。在2020年,蔚来通过推出BaaS(电池即服务)实现了这个梦,方式是成立电池资产子公司蔚能,蔚来把电池包卖给蔚能,自己卖不含电池的、更便宜的电动车,用户提车后去找蔚能租电池,定期交费。再复盘一下这头灰熊的逻辑。我发现成立蔚能后,蔚来的收入和净利润飙升很快,超出市场预期,比如2021年,华尔街预测蔚来应该亏59.47亿元,结果只亏了30.07亿元——蔚来可能不对劲。我发现李斌和瑞幸咖啡造假案的关键人物刘二海关系密切,之前创业的易车网持续亏损,投资的摩拜单车挪用过用户押金——创始人的人品存疑。我发现蔚来完全可以自己做电池资产,但蔚来让子公司干这个事,不让电池资产业务进入蔚来财务报表,但蔚能管理层是蔚来高管——可能是暗箱交易。我发现蔚来曾与投资方合肥市签有对赌协议,要求蔚来在2024年营收额达到1200亿元,而蔚来去年只有361亿营收额——业绩压力可能让蔚来铤而走险。我看到蔚来2021年财报、武汉蔚能电池资产有限公司2022年度第一期绿色电池资产支持票据,到2021年三季度,蔚能服务的用户是19000名,但存了40053块电池,蔚能根本不需要多余电池,一人一块完全够用——多出来的两万多块,可能是蔚来多卖给蔚能,用来粉饰财报的。我发现找不到蔚能把电池储存在哪里——可能还在蔚来手里。这就是整篇做空报告的主要逻辑,灰熊同时提出了一些质疑,如李斌曾将5000万股股份转让给“未来用户信托”,并将其质押给瑞银集团。“新熵”认为,报告的部分依据在于,蔚来通过设立蔚能经营电池资产业务,确实有美化上市公司报表的用意,此外,由于同合肥政府对赌协议的存在,蔚来始终背负着巨大的业绩压力。从这一角度看,蔚来确实存在美化财务报表的动机。灰熊咬得不疼但灰熊的报告同样有一定瑕疵。首先是成立蔚能的目的,灰熊认为蔚能是李斌在业绩压力下,专门设立用来关联交易,夸大业绩的棋子,这与蔚来方面的表述完全相反。蔚能总经理陆荣华曾在接受电动汽车观察家采访时表示,蔚来一开始考虑与金融机构直接合作电池资产业务,但摸索后发现需要一个中间角色打通主机厂和金融机构。在接受品驾采访时陆荣华表示,电池资产运营业务比较特殊,有一定的对外业务属性,需要配合并服务主机厂,用独立公司做更合适。有业内人士分析,蔚来剥离蔚能的电池资产业务,与京东剥离物流业务没有本质区别,核心原因是资产模式太重,需要将业务推入市场,引入合作方分摊风险。BaaS换电品牌的合资模式在业内有迹可循,例如宁德时代曾于2019年与蚂蚁金服、哈啰出行合资成立链轮电动车换电品牌EVOGO乐行换电。陆荣华同样表示,Baas服务领域普遍采用合资模式,蔚来只是跟随行业趋势。这带来第二个问题,蔚能并不是蔚来的全资子公司,不是蔚来一家说了算。按照蔚来2021年财报披露,蔚来对蔚能的持股不足20%。按照陆荣华的表述,蔚能的股东结构是“八仙过海,各显神通”,包括宁德时代、地方国资、太平保险、山东威达等等。一位业内人士对“新熵”表示,蔚来能把蔚能当垃圾桶用,其它几大股东坐视不管,这点难以想象。而蔚能的第一期ABN(资产支持票据)已经于4月成功发行,其资产情况在相关公告中有完整披露,内容基本涵盖了灰熊提及的财务漏洞。如果问题确实成立,蔚能的ABN融资不可能完美落幕。最后,在合资背景下,蔚能对蔚来财务数据有美化作用,更多是附带效果,而不是目的。一位不愿透露姓名的财务专家对“新熵”表示,灰熊的质疑有一定正确之处,在于如果蔚来自己做电池资产,以几年为期限向用户收取租电池的费用,即便蔚来已经提前拿到了用户的预付租金,其超出部分收入也要计入应收账款而非营收。而在成立蔚能后,蔚来可以直接向蔚能收取电池销售费用,并计入营收。而对买来的电池,蔚能确实要接手折旧风险。但这并不意味着,这是蔚来独立蔚能的主要目的,前述业内人士对“新熵”表示,蔚来把换电业务放在体外,并且按权益法处理,就是要像防火墙一样隔离风险。正如报告的表述,蔚来的行为智能称之为会计诡计,算不上造假。空头为何爱上蔚来?这不是蔚来第一次遭到华尔街空头的迎面痛击。2020年11月14日,知名做空机构香橼发布报告称,蔚来的股价已经脱离合理范围,股价应当“腰斩”,理由是,特斯拉Model Y的低定价可能对蔚来EC6和ES6车型的订单量不利;另外,蔚来的估值畸高,其PS估值已经达到17倍,同期比亚迪PS仅为3倍左右,这使蔚来的投机者集中,背离价值投资逻辑。结果是,蔚来股价大跌7.74%,最大跌幅一度超过16%。此次灰熊的“二次光顾”,再度证明了蔚来的“招空头”体质。“新熵”认为,原因首先是蔚来所处的新能源主机厂板块泡沫属性较为严重。以特斯拉为例,从2020年开始,特斯拉被高估的声音在资本市场一直没有断绝。今年1月,Viceroy Research创始人弗雷泽·佩林发布推文称特斯拉的价值被高估10倍,理由是特斯拉的销量远不及丰田、大众等传统车企,但市值是二者之和的两倍。显然,登陆美股市场的蔚小理也是新能源概念的受益者。其次,蔚来采用的换电模式由于前期的高额投入成本,普遍不为市场看好。在此次做空报告中,灰熊就举例称,2008年,以色列企业Better Place就曾提出换电模式倡议,但在花费8.5亿美元后,Better Place不得不申请破产。特斯拉曾在2013年尝试切入换电模式,但由于营销、技术和财务原因放弃了这一计划。从整车厂策略看,特斯拉凭借市场占有率高的优势,采用自建自营换电站模式;蔚来采用车电分离模式,将电池资产运营与上市主体隔离开来;小鹏采取合作建设充电桩模式,主要通过与第三方运营商合作建设充电网络,以追求降低运营成本。对蔚来来说,进军自建换电站是一步险棋,尽管可以塑造品牌优势,但也面临巨大投入风险。从2020年开始,蔚来的换电站规模快速扩张,引发市场的普遍关注。某种程度上,此次灰熊对蔚来的做空,就是蔚来换电模式巨大矛盾的充分展现。对蔚来来说,做空报告必将使管理层重新思考,在荆棘丛生的换电赛道一路狂奔,是否就是蔚来想要的未来?","news_type":1},"isVote":1,"tweetType":1,"viewCount":1345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":636456627,"gmtCreate":1646058899349,"gmtModify":1646058899349,"author":{"id":"3459914977411353","authorId":"3459914977411353","name":"AlexWay","avatar":"https://static.tigerbbs.com/aa44bfa285c0fdf91ff76ca4a6c7a7a8","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3459914977411353","authorIdStr":"3459914977411353"},"themes":[],"htmlText":"多关注收购之类的消息","listText":"多关注收购之类的消息","text":"多关注收购之类的消息","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/636456627","repostId":"1174253740","repostType":4,"repost":{"id":"1174253740","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":1646058673,"share":"https://www.laohu8.com/m/news/1174253740?lang=&edition=full","pubTime":"2022-02-28 22:31","market":"us","language":"zh","title":"开盘:Renewable涨近40%,英国石油跌超7%","url":"https://stock-news.laohu8.com/highlight/detail?id=1174253740","media":"老虎资讯综合","summary":"2月28日,美股三大指数集体低开,道指跌1.24%,纳指跌0.90%,标普500指数跌1.15%。Renewable Energy涨近40%,雪佛龙同意以31.5亿美元全现金收购Renewable E","content":"<html><head></head><body><p>2月28日,美股三大指数集体低开,道指跌1.24%,纳指跌0.90%,标普500指数跌1.15%。</p><p><img src=\"https://static.tigerbbs.com/c12f7a515bc0e1e8e751dfb77107ef4f\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/>Renewable Energy涨近40%,<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>同意以31.5亿美元全现金收购Renewable Energy。根据交易条款,<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>将支付每股61.50美元,比Renewable Energy在上周五43.81美元的收盘价溢价约40%。</p><p><a href=\"https://laohu8.com/S/BP\">英国石油</a>跌超7%,公司宣布将沽售所持有的俄罗斯国营石油公司Rosneft的19.75%股份。</p><p>Lordstown Motors跌超7%,去年Q4净亏损8115.1万美元,重申今年Q3实现纯电动皮卡Endurance商业生产与销售的目标。</p><p>第一地平线国家银行涨超32%,据悉多伦多<a href=\"https://laohu8.com/S/TD\">道明银行</a>将以25美元/股的价格收购第一地平线国家银行。</p><p>Teladoc Health涨超10%,此前宣布与<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>合作,在<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>助理Amazon Alexa上推出其服务。</p><p><a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车涨超5%,蔚来将以介绍形式在港上市,公司表示短期内没有迫切的融资需求。</p><p><a href=\"https://laohu8.com/S/NCLH\">挪威邮轮</a>跌超3%,此前公布Q4总营收为4.87亿美元,逊于预期。绩后遭<a href=\"https://laohu8.com/S/DB\">德意志银行</a>下调目标价。</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>开盘:Renewable涨近40%,英国石油跌超7%</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; 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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开盘:Renewable涨近40%,英国石油跌超7%\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\">2022-02-28 22:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2月28日,美股三大指数集体低开,道指跌1.24%,纳指跌0.90%,标普500指数跌1.15%。</p><p><img src=\"https://static.tigerbbs.com/c12f7a515bc0e1e8e751dfb77107ef4f\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/>Renewable Energy涨近40%,<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>同意以31.5亿美元全现金收购Renewable Energy。根据交易条款,<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>将支付每股61.50美元,比Renewable Energy在上周五43.81美元的收盘价溢价约40%。</p><p><a href=\"https://laohu8.com/S/BP\">英国石油</a>跌超7%,公司宣布将沽售所持有的俄罗斯国营石油公司Rosneft的19.75%股份。</p><p>Lordstown Motors跌超7%,去年Q4净亏损8115.1万美元,重申今年Q3实现纯电动皮卡Endurance商业生产与销售的目标。</p><p>第一地平线国家银行涨超32%,据悉多伦多<a href=\"https://laohu8.com/S/TD\">道明银行</a>将以25美元/股的价格收购第一地平线国家银行。</p><p>Teladoc Health涨超10%,此前宣布与<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>合作,在<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>助理Amazon Alexa上推出其服务。</p><p><a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车涨超5%,蔚来将以介绍形式在港上市,公司表示短期内没有迫切的融资需求。</p><p><a href=\"https://laohu8.com/S/NCLH\">挪威邮轮</a>跌超3%,此前公布Q4总营收为4.87亿美元,逊于预期。绩后遭<a href=\"https://laohu8.com/S/DB\">德意志银行</a>下调目标价。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{".IXIC":"NASDAQ Composite","BP":"英国石油","BK4201":"综合性石油与天然气企业",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174253740","content_text":"2月28日,美股三大指数集体低开,道指跌1.24%,纳指跌0.90%,标普500指数跌1.15%。Renewable Energy涨近40%,雪佛龙同意以31.5亿美元全现金收购Renewable Energy。根据交易条款,雪佛龙将支付每股61.50美元,比Renewable Energy在上周五43.81美元的收盘价溢价约40%。英国石油跌超7%,公司宣布将沽售所持有的俄罗斯国营石油公司Rosneft的19.75%股份。Lordstown Motors跌超7%,去年Q4净亏损8115.1万美元,重申今年Q3实现纯电动皮卡Endurance商业生产与销售的目标。第一地平线国家银行涨超32%,据悉多伦多道明银行将以25美元/股的价格收购第一地平线国家银行。Teladoc Health涨超10%,此前宣布与亚马逊合作,在智能助理Amazon Alexa上推出其服务。蔚来汽车涨超5%,蔚来将以介绍形式在港上市,公司表示短期内没有迫切的融资需求。挪威邮轮跌超3%,此前公布Q4总营收为4.87亿美元,逊于预期。绩后遭德意志银行下调目标价。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":636125125,"gmtCreate":1645712057039,"gmtModify":1645712057039,"author":{"id":"3459914977411353","authorId":"3459914977411353","name":"AlexWay","avatar":"https://static.tigerbbs.com/aa44bfa285c0fdf91ff76ca4a6c7a7a8","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3459914977411353","authorIdStr":"3459914977411353"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>俄乌冲突,油价上涨,应该利好新能源汽车吧","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>俄乌冲突,油价上涨,应该利好新能源汽车吧","text":"$特斯拉(TSLA)$俄乌冲突,油价上涨,应该利好新能源汽车吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/636125125","isVote":1,"tweetType":1,"viewCount":3126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":816495538,"gmtCreate":1630511512424,"gmtModify":1630511512424,"author":{"id":"3459914977411353","authorId":"3459914977411353","name":"AlexWay","avatar":"https://static.tigerbbs.com/aa44bfa285c0fdf91ff76ca4a6c7a7a8","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3459914977411353","authorIdStr":"3459914977411353"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FCUV\">$Focus Universal, Inc.(FCUV)$</a>上涨到60%的时候我限价提了好几次都买不到,哭瞎😭","listText":"<a href=\"https://laohu8.com/S/FCUV\">$Focus Universal, Inc.(FCUV)$</a>上涨到60%的时候我限价提了好几次都买不到,哭瞎😭","text":"$Focus Universal, Inc.(FCUV)$上涨到60%的时候我限价提了好几次都买不到,哭瞎😭","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/816495538","isVote":1,"tweetType":1,"viewCount":2835,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":816531475,"gmtCreate":1630506752097,"gmtModify":1630506752097,"author":{"id":"3459914977411353","authorId":"3459914977411353","name":"AlexWay","avatar":"https://static.tigerbbs.com/aa44bfa285c0fdf91ff76ca4a6c7a7a8","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3459914977411353","authorIdStr":"3459914977411353"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FCUV\">$Focus Universal, Inc.(FCUV)$</a>额….买了几次都买不到","listText":"<a href=\"https://laohu8.com/S/FCUV\">$Focus Universal, Inc.(FCUV)$</a>额….买了几次都买不到","text":"$Focus Universal, Inc.(FCUV)$额….买了几次都买不到","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/816531475","isVote":1,"tweetType":1,"viewCount":2857,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3567584424212288","authorId":"3567584424212288","name":"龙一暴跌","avatar":"https://static.tigerbbs.com/52d28daa075fde65a24c4170e09bdf31","crmLevel":1,"crmLevelSwitch":0,"idStr":"3567584424212288","authorIdStr":"3567584424212288"},"content":"市价去买,而不是现价就买","text":"市价去买,而不是现价就买","html":"市价去买,而不是现价就买"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":810327216,"gmtCreate":1629946192235,"gmtModify":1629946192235,"author":{"id":"3459914977411353","authorId":"3459914977411353","name":"AlexWay","avatar":"https://static.tigerbbs.com/aa44bfa285c0fdf91ff76ca4a6c7a7a8","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3459914977411353","authorIdStr":"3459914977411353"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>","text":"$小米集团-W(01810)$怎么老虎最近这么多老外留言?$老虎证券(TIGR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/810327216","isVote":1,"tweetType":1,"viewCount":4257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":899690846,"gmtCreate":1628176377485,"gmtModify":1628176377485,"author":{"id":"3459914977411353","authorId":"3459914977411353","name":"AlexWay","avatar":"https://static.tigerbbs.com/aa44bfa285c0fdf91ff76ca4a6c7a7a8","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3459914977411353","authorIdStr":"3459914977411353"},"themes":[],"htmlText":"每次高盛抬高某公司的股价评级的时候,我就知道他要跑路了","listText":"每次高盛抬高某公司的股价评级的时候,我就知道他要跑路了","text":"每次高盛抬高某公司的股价评级的时候,我就知道他要跑路了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/899690846","repostId":"1179132971","repostType":4,"repost":{"id":"1179132971","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":1628174327,"share":"https://www.laohu8.com/m/news/1179132971?lang=&edition=full","pubTime":"2021-08-05 22:38","market":"hk","language":"zh","title":"高盛:将腾讯控股加入确信买入名单","url":"https://stock-news.laohu8.com/highlight/detail?id=1179132971","media":"老虎资讯综合","summary":"$高盛(GS)$:维持$腾讯控股(00700)$买入评级,并加入确信买入名单,目标价从906港元下调至759港元。\n\n\n高盛认为,腾讯股价今年以来已下跌22%并由52周高位下跌43%,因此风险回报率在未来几年都是最佳标的之一。","content":"<p><a href=\"https://laohu8.com/S/GS\">高盛</a>:维持<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>买入评级,并加入确信买入名单,目标价从906港元下调至759港元。</p>\n<p>高盛认为,腾讯股价今年以来已下跌22%并由52周高位下跌43%,因此风险回报率在未来几年都是最佳标的之一。</p>\n<p><img src=\"https://static.tigerbbs.com/cc63cbea994374d5de32bf97ad5d17b8\" 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\" 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href=\"https://laohu8.com/S/GS\">高盛</a>:维持<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>买入评级,并加入确信买入名单,目标价从906港元下调至759港元。</p>\n<p>高盛认为,腾讯股价今年以来已下跌22%并由52周高位下跌43%,因此风险回报率在未来几年都是最佳标的之一。</p>\n<p><img src=\"https://static.tigerbbs.com/cc63cbea994374d5de32bf97ad5d17b8\" 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/e7799eeb7043b8caaf3d109c3b13109e","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179132971","content_text":"高盛:维持腾讯控股买入评级,并加入确信买入名单,目标价从906港元下调至759港元。\n高盛认为,腾讯股价今年以来已下跌22%并由52周高位下跌43%,因此风险回报率在未来几年都是最佳标的之一。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":809543865,"gmtCreate":1627382033857,"gmtModify":1627382033857,"author":{"id":"3459914977411353","authorId":"3459914977411353","name":"AlexWay","avatar":"https://static.tigerbbs.com/aa44bfa285c0fdf91ff76ca4a6c7a7a8","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3459914977411353","authorIdStr":"3459914977411353"},"themes":[],"htmlText":"应该是垂死挣扎,庄家拉升一波跑路,后续应该会继续跌,不要碰","listText":"应该是垂死挣扎,庄家拉升一波跑路,后续应该会继续跌,不要碰","text":"应该是垂死挣扎,庄家拉升一波跑路,后续应该会继续跌,不要碰","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/809543865","repostId":"1175686535","repostType":4,"repost":{"id":"1175686535","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":1627381133,"share":"https://www.laohu8.com/m/news/1175686535?lang=&edition=full","pubTime":"2021-07-27 18:18","market":"us","language":"zh","title":"中概教育股盘前涨幅扩大,好未来涨超12%","url":"https://stock-news.laohu8.com/highlight/detail?id=1175686535","media":"老虎资讯综合","summary":"周二,中概教育股盘前涨幅扩大,好未来涨超12%,高途、新东方涨超10%。","content":"<p>周二,中概教育股盘前涨幅扩大,<a href=\"https://laohu8.com/S/TAL\">好未来</a>涨超12%,<a href=\"https://laohu8.com/S/GOTU\">高途</a>、<a href=\"https://laohu8.com/S/EDU\">新东方</a>涨超10%。</p>\n<p><img src=\"https://static.tigerbbs.com/81da3cceb7562ea668b76b096f3b9e39\" tg-width=\"1393\" tg-height=\"924\" width=\"100%\" height=\"auto\"></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>中概教育股盘前涨幅扩大,好未来涨超12%</title>\n<style 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href=\"https://laohu8.com/S/TAL\">好未来</a>涨超12%,<a href=\"https://laohu8.com/S/GOTU\">高途</a>、<a href=\"https://laohu8.com/S/EDU\">新东方</a>涨超10%。</p>\n<p><img src=\"https://static.tigerbbs.com/81da3cceb7562ea668b76b096f3b9e39\" tg-width=\"1393\" tg-height=\"924\" width=\"100%\" height=\"auto\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7bf3ae97e487b25c199236ac21d2cdfc","relate_stocks":{"EDU":"新东方","GOTU":"高途","TAL":"好未来"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175686535","content_text":"周二,中概教育股盘前涨幅扩大,好未来涨超12%,高途、新东方涨超10%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1052,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":159074687,"gmtCreate":1624933622349,"gmtModify":1625035914636,"author":{"id":"3459914977411353","authorId":"3459914977411353","name":"AlexWay","avatar":"https://static.tigerbbs.com/aa44bfa285c0fdf91ff76ca4a6c7a7a8","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3459914977411353","authorIdStr":"3459914977411353"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>真被小米伤透了,持有了一年才14的收益率,持有<a 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19:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>12月14日消息,一位接近监管层的人士表示,如何对“大而不能拆”的巨头进行监管,监管层在加紧研究,<b>分拆也成为其考量的工具之一</b>。</p><p>另外,在2020第四届中国互联网金融论坛上,财政部原副部长朱光耀表示,是时候对数字税收进行总体研究,特别是对拥有大型科技平台、拥有大型数据平台、拥有巨大消费者流量的平台,进行针对性研究需要提上日程。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/47726367b8b79b921a2122810be85170","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155920989","content_text":"12月14日消息,一位接近监管层的人士表示,如何对“大而不能拆”的巨头进行监管,监管层在加紧研究,分拆也成为其考量的工具之一。另外,在2020第四届中国互联网金融论坛上,财政部原副部长朱光耀表示,是时候对数字税收进行总体研究,特别是对拥有大型科技平台、拥有大型数据平台、拥有巨大消费者流量的平台,进行针对性研究需要提上日程。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2030,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3437864438698016","authorId":"3437864438698016","name":"小do","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"authorIdStr":"3437864438698016","idStr":"3437864438698016"},"content":"这些都要上缴利润的,国内基本投资的钱都是大国企来的","text":"这些都要上缴利润的,国内基本投资的钱都是大国企来的","html":"这些都要上缴利润的,国内基本投资的钱都是大国企来的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":331701437,"gmtCreate":1609759514429,"gmtModify":1703740268472,"author":{"id":"3459914977411353","authorId":"3459914977411353","name":"AlexWay","avatar":"https://static.tigerbbs.com/aa44bfa285c0fdf91ff76ca4a6c7a7a8","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3459914977411353","idStr":"3459914977411353"},"themes":[],"htmlText":"<a 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22:38","market":"hk","language":"zh","title":"高盛:将腾讯控股加入确信买入名单","url":"https://stock-news.laohu8.com/highlight/detail?id=1179132971","media":"老虎资讯综合","summary":"$高盛(GS)$:维持$腾讯控股(00700)$买入评级,并加入确信买入名单,目标价从906港元下调至759港元。\n\n\n高盛认为,腾讯股价今年以来已下跌22%并由52周高位下跌43%,因此风险回报率在未来几年都是最佳标的之一。","content":"<p><a href=\"https://laohu8.com/S/GS\">高盛</a>:维持<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>买入评级,并加入确信买入名单,目标价从906港元下调至759港元。</p>\n<p>高盛认为,腾讯股价今年以来已下跌22%并由52周高位下跌43%,因此风险回报率在未来几年都是最佳标的之一。</p>\n<p><img src=\"https://static.tigerbbs.com/cc63cbea994374d5de32bf97ad5d17b8\" 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\" 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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高盛:将腾讯控股加入确信买入名单\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\">2021-08-05 22:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/GS\">高盛</a>:维持<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>买入评级,并加入确信买入名单,目标价从906港元下调至759港元。</p>\n<p>高盛认为,腾讯股价今年以来已下跌22%并由52周高位下跌43%,因此风险回报率在未来几年都是最佳标的之一。</p>\n<p><img src=\"https://static.tigerbbs.com/cc63cbea994374d5de32bf97ad5d17b8\" 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/e7799eeb7043b8caaf3d109c3b13109e","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179132971","content_text":"高盛:维持腾讯控股买入评级,并加入确信买入名单,目标价从906港元下调至759港元。\n高盛认为,腾讯股价今年以来已下跌22%并由52周高位下跌43%,因此风险回报率在未来几年都是最佳标的之一。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}