bluefacer的个人主页 - 老虎社区

bluefacer

bluefacer

简介

IP属地：北京

48关注

0粉丝

0主题

0勋章

2023-12-13

美联储降息预期

查看详情：美联储降息预期美联储降息预期加速升温，对市场有何影响？此帖仅开放于中国大陆用户

美联储降息预期

2023-10-19

这篇文章不错，转发给大家看看

公司百科：蔚来汽车

2023-06-19

1

抱歉，原内容已删除

2023-06-19

111

衰退警报狂响，美股为何仍在上涨？

2023-06-19

11

抱歉，原内容已删除

2023-06-19

11

抱歉，原内容已删除

2023-06-16

这篇文章不错，转发给大家看看

直播：蔚来ET5旅行版发布会

2023-06-10

1

直播：蔚来2023Q1业绩电话会议

2023-06-10

这篇文章不错，转发给大家看看

直播：蔚来2023Q1业绩电话会议

2023-04-09

1

汽车早报 | 长城汽车3月销量同比减少10.59% 丰田目标2026年年产150万辆电动车

2023-03-23

1

抱歉，原内容已删除

2023-03-23

1

抱歉，原内容已删除

2023-03-23

1

直播：英伟达GTC 2023 主题演讲

2022-12-10

是

宝马2023年加快触电计划2030年销量一半是纯电动车

2022-07-01

值得品味

锂电万亿双雄背后的首富们

2021-03-31

这篇文章不错，转发给大家看看

抱歉，原内容已删除

2021-02-22

这篇文章不错，转发给大家看看

直播：千万老铁如何造就百亿快手

2021-01-30

这篇文章不错，转发给大家看看

直播：特斯拉2020Q4业绩电话会议

2021-01-09

这篇文章不错，转发给大家看看

直播：蔚来NIO Day 2020

2020-12-02

这篇文章不错，转发给大家看看

三张图看懂国产“造车新势力”最新成绩单

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3460168506368575","uuid":"3460168506368575","gmtCreate":1497074486175,"gmtModify":1686534010302,"name":"bluefacer","pinyin":"bluefacer","introduction":"","introductionEn":"","signature":"简介","avatar":"https://static.tigerbbs.com/a2ea28f240bb6afd9518aba59c2db813","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":48,"tweetSize":32,"questionSize":0,"limitLevel":900,"accountStatus":4,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":991,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.12.02","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"228c86a078844d74991fff2b7ab2428d-1","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资经理虎","description":"证券账户累计交易金额达到10万美元","bigImgUrl":"https://static.tigerbbs.com/c8dfc27c1ee0e25db1c93e9d0b641101","smallImgUrl":"https://static.tigerbbs.com/f43908c142f8a33c78f5bdf0e2897488","grayImgUrl":"https://static.tigerbbs.com/82165ff19cb8a786e8919f92acee5213","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.04.21","exceedPercentage":"60.49%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"35ec162348d5460f88c959321e554969-2","templateUuid":"35ec162348d5460f88c959321e554969","name":"宗师交易员","description":"证券或期货账户累计交易次数达到100次","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"80.01%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-2","templateUuid":"35ec162348d5460f88c959321e554969","name":"宗师交易员","description":"证券或期货账户累计交易次数达到100次","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"80.76%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":"北京","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":1,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":251672427515912,"gmtCreate":1702480789899,"gmtModify":1703729837079,"author":{"id":"3460168506368575","authorId":"3460168506368575","name":"bluefacer","avatar":"https://static.tigerbbs.com/a2ea28f240bb6afd9518aba59c2db813","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3460168506368575","idStr":"3460168506368575"},"themes":[],"title":"美联储降息预期","htmlText":"查看详情： <a href=\"https://www.itigerup.com/marketing/ratecuts?actionID=df09b25a93c0fcfabc810aac6c145f09&amp;skin=1&amp;os=iOS&amp;account_id=949774&amp;utm_medium=tiger_community&amp;platform=iOS&amp;shareID=e7500eb4522347107ea8af3d4a3bc0c8&amp;invite=YKRVI&amp;lang=zh_CN\">美联储降息预期</a> 美联储降息预期加速升温，对市场有何影响？ 此帖仅开放于中国大陆用户","listText":"查看详情： <a href=\"https://www.itigerup.com/marketing/ratecuts?actionID=df09b25a93c0fcfabc810aac6c145f09&amp;skin=1&amp;os=iOS&amp;account_id=949774&amp;utm_medium=tiger_community&amp;platform=iOS&amp;shareID=e7500eb4522347107ea8af3d4a3bc0c8&amp;invite=YKRVI&amp;lang=zh_CN\">美联储降息预期</a> 美联储降息预期加速升温，对市场有何影响？ 此帖仅开放于中国大陆用户","text":"查看详情： 美联储降息预期 美联储降息预期加速升温，对市场有何影响？ 此帖仅开放于中国大陆用户","images":[{"img":"https://static.tigerbbs.com/ff98eccfaff055c5a7c86bee57069e0c"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/251672427515912","isVote":1,"tweetType":1,"viewCount":831,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":231917128110328,"gmtCreate":1697650304662,"gmtModify":1697650305816,"author":{"id":"3460168506368575","authorId":"3460168506368575","name":"bluefacer","avatar":"https://static.tigerbbs.com/a2ea28f240bb6afd9518aba59c2db813","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3460168506368575","idStr":"3460168506368575"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/231917128110328","repostId":"100163","repostType":12,"repost":{"id":100163,"title":"蔚来汽车","desc":"国产电动汽车制造公司","author":"小虎周报","cate_id":1,"img_url":"https://static.tigerbbs.com/4af360aed204c106bbf8876fcaea6fd6","content":"<p><span>2014年成立至今，蔚来</span><a href=\"https://laohu8.com/S/NIO\" target=\"_blank\"><a href=\"https://laohu8.com/S/NIO\">$(NIO)$</a></a><span>秉承了新型车企的特质，从发布英文品牌“NIO”、全新Logo，到量产车ES8首次揭开面纱、旗舰超跑蔚来EP9开启预售，这个过程仅耗时不到三年，成为进展最快的造车新势力企业。</span></p><p><span>除了专注造车外，蔚来还努力打造一站式汽车服务体验，蔚来体验中心NIO house、全球首创的电能服务体系NIO power等形成了未来自己的汽车生态系统。</span></p><h2><span>业务模式</span></h2><p><span>如今，国内新能源汽车公司如雨后春笋般出现，尽管每一家企业的商业逻辑不尽相同，但大多数依旧主打中低端市场，而蔚来汽车逐渐建立起独特的以服务用户为核心的商业模型，即“造车+用户+服务”。</span></p><h3><span><b>用户端</b></span><span>。</span></h3><p><span>蔚来汽车以汽车为中心，通过NIO APP连接起商家和用户，及时的进行分享和沟通，满足用户最及时的需求。</span></p><p><span></span><img src=\"https://static.tigerbbs.com/8e57bcae2d338510aa5de31b530e588f\" /><span></span></p><p><span>数据来源：NIO APP</span></p><h3><span><b>服务端。</b></span></h3><p><span>而在线下通过遍布全国各地的NIO house体验店，进一步提升了用户的行驶和购车体验。利用“涟漪模式”效应，即利用核心用户向其周边进行口碑传播，从无到有创造了自己的核心“死忠粉”，不断拓展用户群体。</span></p><p><span></span><img src=\"https://static.tigerbbs.com/6252b40aa371b2ccc6993ddb34e53c26\" /><span></span></p><p><span>蔚来汽车目前提供的服务远超4s店，车主在体验过蔚来汽车的服务之后，也会极大的增加对于蔚来汽车的客户黏性。</span></p><p><span>在销售渠道方面，蔚来汽车效仿特斯拉的直营模式，通过官方app和直营专卖店进行销售，可以充分掌握用户数据，与用户形成良好的互动，并以此为基础构建蔚来汽车基于汽车的生态链。</span></p><p><span>但与特斯拉不同是，蔚来汽车电动汽车只是“入口”，就像腾讯以微信社交为入口做游戏，最终都是要为用户创造一个基于用户圈的生态系统。</span></p><h2><span><b>卖车+服务收入。</b></span></h2><h3><span>1.</span><span><b>卖车收入。</b></span></h3><p><span>目前ES8的补贴前售价44.80-54.80万元，若采用电池租赁方案，加上补贴，顶配车型在38万元。这个定价有别于国内其他新能源汽车公司的市场定位，很显然目标是中高端市场，利润率水平是相对较高的。</span><span><b>差异化竞争策略也是蔚来汽车的一大优势。</b></span></p><p><span></span><img src=\"https://static.tigerbbs.com/4c27756c54f5f25328b8c99d7db75830\" /><span></span></p><h3><span>2.</span><span><b>服务收入。</b></span></h3><p><span>服务收入相当可观，主要包括三个方面：电池租赁，能量无忧，服务无忧。电池租赁即ES8采用现在少付10万元、未来每个月多付1280元的电池租用政策，降低了购车门槛，同时缓解了电池可持续性问题，这与特斯拉采取的预售等策略截然相反，究其原因，是蔚来汽车的盈利和现金流压力并没有特斯拉那么大。而能量无忧与服务无忧都是在此基础上的增值服务。</span></p><h3><span>3.</span><span><b>换电模式的可行性与持续性。</b></span></h3><p><span>那么何谓换电模式？换电模式是通过更高昂的费用和缩小应用场景（车型）来换取更高的效率。</span><span><b>简而言之，就是将电池从汽车剥离</b></span><span>。</span></p><p><span></span><img src=\"https://static.tigerbbs.com/d817653f4f6670ef44a7ca63f02707d7\" /></p><h3>4.<b>两面性</b></h3><p><span>优点是，消费者将不再需要100%支付电池价格，转而通过电池租用方案、购买换电套餐等方式，实现车辆的低成本拥有和使用，购车价格的减少无疑将降低消费者的购车门槛。</span></p><p><span>缺点是，电池占整车售价的比重是很高的，车企放弃电池销售对公司营收冲击很大，并且换电模式在实际应用起来会存在很多困难，由车企主导的换电模式很难形成统一的标准，规模有限，覆盖率很成问题。</span></p><p><span>此外，国家的现行补贴标准是按照电池续航里程和电池密度等指标设定的，如果采取车电价值分离模式，意味着无法再得到补贴，在补贴尚未完全退出的时候推广这项模式，企业将更加难以控制成本。</span></p><p><span>最早推出换电模式的公司是Better Place，最终由于投资成本过高、发展过于缓慢而宣布破产。特斯拉也大力推行过换电模式，最终也因昂贵的价格和糟糕的服务体验而收场。蔚来将换电模式作为主要一个差异化竞争的策略，这种模式能持续多久还不得而知。</span></p><h2><span>行业分析</span></h2><p><span>中国新能源汽车产销量已连续三年居世界首位，从产业规模来看，2009年中国新能源汽车产销不足500辆，2018年预计将达到150万辆，近几年维持高增速增长。</span></p><p><span>根据中国汽车工业协会的数据显示，1－6月累计销售新能汽车约41.2万辆，同比增长112％。其中，造车新势力的销量为4544辆，仅占比1.3%。</span></p><p><span></span><img src=\"https://static.tigerbbs.com/3dc9108a5558cf5348f6a9a055edaa8a\" /><span></span></p><p><span>车道越宽，竞争当然更加激烈。这种竞争既来自传统燃油车、新能源车企，也来自国外的新能源汽车品牌，并且，目前我国新能源汽车与传统燃油车没有明显的竞争优势，与国际上先进的新能源汽车也仍然有较大差距。</span></p><p><span></span><img src=\"https://static.tigerbbs.com/f6c9daa6080019175f084fec4498324f\" /><span></span></p><p><span></span><img src=\"https://static.tigerbbs.com/2abbbc529c6a8731fff91a299c01ea84\" /><span></span></p><p><span>需注意的是，上半年有销量的造车新势力只有云度新能源汽车、电咖汽车以及小鹏汽车，而此前业内呼声比较高的蔚来汽车和威马汽车虽然旗下的新车已经上市且有订单，但此次公布的销量数据中并没有出现。上文中提到，截止8月28日，蔚来一共生产出2200台ES8，已交付1381台。</span></p><p><span>要知道，2017年全年特斯拉在华销量为1.49万辆，也仅占中国纯电动汽车市场份额的3%，其在华营收占全球总营收的17%，对于刚刚量产的蔚来汽车来说可谓路漫漫其修远兮。</span></p><p><span>然而，特斯拉在华全系车型价格大涨会对其在华销量造成不利影响，而这对国内中高档新能源汽车是个利好机会，蔚来汽车正是瞄准了国内中高端市场的空当。</span></p><h2><span>热门车型参数</span></h2><p><span></span><img src=\"https://static.tigerbbs.com/453dcd8e715efa96c17bcfd5f1944d10\" /><span></span></p><p><span>不论是车型定位还是价格区间，差异化竞争一直是蔚来汽车的核心观念。尤其是定价，国产新能源汽车价格一般是从20-30万不等，或者更低。特斯拉牢牢占据着高端市场，而蔚来选择进军40-50万的中端市场还是相对明智的。</span></p><h2>财务事件</h2><p>2019年9月24日蔚来汽车发布19Q2财报，在营收超预期（15.08亿元vs预期13.09亿元）的情况下，亏损较去年同期增长83%至32.85亿美元（vs预期29.44亿元），成本超支、业务现金流低于预期等因素导致蔚来股价于财报当日暴跌20%。<img src=\"https://static.tigerbbs.com/0c4efe90460179eb9cd64db5e597b36b\" /></p><p>李斌表示，公司将不得不在今年年底前完成全球裁员2,000人，并对公司将进行更多重组，一些非核心业务将被剥离，以控制现金流。</p><h3><span>风险提示</span></h3><p><span>1. 国内新能源汽车市场（OEMs）竞争日趋激烈的风险</span></p><p><span>2. 中国考虑进一步削减对电动汽车补贴的风险</span></p><p><span>3. 独一无二的商业模式的可持续性与行政风险</span></p><p><span>4. 亏损扩大与进一步融资的不确定性风险</span></p>","is_hot":true,"insert_time":1568103659000,"update_time":1569401270000,"thumbnail":"https://static.tigerbbs.com/4af360aed204c106bbf8876fcaea6fd6?op=imageView2&mode=1&width=120","stock_code":[{"market":"US","symbol":"NIO"}],"retrieval_id":["W"]},"isVote":1,"tweetType":1,"viewCount":403,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":189072430264424,"gmtCreate":1687185589795,"gmtModify":1687185591435,"author":{"id":"3460168506368575","authorId":"3460168506368575","name":"bluefacer","avatar":"https://static.tigerbbs.com/a2ea28f240bb6afd9518aba59c2db813","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3460168506368575","idStr":"3460168506368575"},"themes":[],"htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/189072430264424","repostId":"2344904364","repostType":4,"isVote":1,"tweetType":1,"viewCount":452,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189041168449608,"gmtCreate":1687177952540,"gmtModify":1687177953942,"author":{"id":"3460168506368575","authorId":"3460168506368575","name":"bluefacer","avatar":"https://static.tigerbbs.com/a2ea28f240bb6afd9518aba59c2db813","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3460168506368575","idStr":"3460168506368575"},"themes":[],"htmlText":"111","listText":"111","text":"111","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/189041168449608","repostId":"2344469854","repostType":2,"repost":{"id":"2344469854","kind":"news","pubTimestamp":1687154138,"share":"https://www.laohu8.com/m/news/2344469854?lang=&edition=full","pubTime":"2023-06-19 13:55","market":"us","language":"zh","title":"衰退警报狂响，美股为何仍在上涨？","url":"https://stock-news.laohu8.com/highlight/detail?id=2344469854","media":"智通财经","summary":"乐观情绪提振股市美国股市创下3月份以来的最佳单周表现，标普500指数上涨2.6%，以科技股为主的纳斯达克100指数跃升近4%。尽管美联储官员在暂停激进的加息行动后暗示将进一步收紧货币政策，债券交易员减少对降息的押注，但股市仍然强劲。至少就目前而言，为经济衰退做好准备的空头正在付出代价，因为在好于预期的企业业绩和经济数据的推动下，股市大幅上涨。","content":"<html><head></head><body><blockquote>尽管美联储尽了最大努力来消耗经济活力，但企业盈利引擎实际上并没有遭受重创。</blockquote><p>纳斯达克100指数在过去一周又涨了600点。这是怎么发生的?或许，尽管美联储尽了最大努力来消耗经济活力，但企业盈利引擎实际上并没有遭受重创。</p><p>这种情况可以从七只市值最大的股票中看出来。这些股票都与科技相关，它们自1月以来大幅上涨，贡献了市场大部分涨幅。它们有望在2023年实现3150亿美元的总利润，几乎是2019年疫情前的两倍，这种长期增长率在某种程度上证明了它们的复苏是合理的。</p><p>嘉信理财的高级投资策略师Kevin Gordon表示，尽管股市看起来很紧张，但仍有可能将其简单地描述为展望未来。</p><p>他表示:“在主要市场处于低点时，市盈率往往领先，然后盈利才会出现。”“有很多关于世界末日的分析，我只是认为这很正常。有些人就是有偏见。我不是。”</p><p>当然，世界末日的分析是有根据的。很难保证美联储的加息不会对企业利润造成严重损害，以至于今天的估值最终看起来很荒谬。不过，就目前的情况来看，现有的估值似乎是合理的，因为已经经受了多次冲击的盈利趋势似乎延续。</p><p><strong>乐观情绪提振股市</strong></p><p>美国股市创下3月份以来的最佳单周表现，标普500指数上涨2.6%，以科技股为主的纳斯达克100指数跃升近4%。尽管美联储官员在暂停激进的加息行动后暗示将进一步收紧货币政策，债券交易员减少对降息的押注，但股市仍然强劲。10年期和2年期美国国债收益率之差进一步跌至负值，这是除3月分外40年来最严重的倒挂水平。</p><p>利率波动和债券收益率曲线倒挂表明交易员押注经济衰退，这也是看衰股市的一个常见理由。</p><p>Washington Crossing Advisors 高级投资组合经理 Kevin Caron 表示：“债券投资者和股票投资者之间总是存在这种紧张关系，前者总是看到威胁无处不在，后者总是看到明天太阳照常升起。”</p><p>纳斯达克100指数相对于标普500指数的跌幅已基本收复</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/57ce0c1c632ed336d77752e2f2b7e7ca\" tg-width=\"831\" tg-height=\"465\"/></p><p>纳斯达克100指数今年以来上涨了38%，如果能保持下去，将超过2009年以来除2019年和2020年外的所有年份。这可以归结为人工智能热潮或美国国债收益率下降缓解了估值压力，但盈利乐观情绪也是原因之一。</p><p>在截至2022年的十年间，包括<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>、Alphabet、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、Meta、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>和<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在内的七巨头每年利润增长14%。虽然它们去年的总利润下滑超过20%，但预计它们将迅速复苏，未来两年至少增长15%。到2024年，总利润将达到3620亿美元，超过2021年3360亿美元的峰值。</p><p><strong>高估值或许不是问题</strong></p><p>对持怀疑态度的人来说，股价上涨是谨慎的理由，事实上，科技股远非便宜货。大型科技公司今年的市盈率为35倍。</p><p>纳斯达克100指数成分股并不便宜</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9101f9d139fc34089ac16ce0c9d7ee60\" tg-width=\"831\" tg-height=\"466\"/></p><p>然而，任何考虑退出的人都应该考虑到这样一个事实:在2020年底市盈率为40倍时，事实证明这对股价上涨没有任何障碍。</p><p>“我们正处于经济放缓的阵痛之中，每次经济放缓，增长就变得稀缺。而当增长变得稀缺时，股票就会变得更加昂贵，”Silvant Capital Management首席投资官Michael Sansoterra表示。“你必须认识到估值，但如果你只在便宜的时候买入，你就会错过整个曲线。”</p><p>至少就目前而言，为经济衰退做好准备的空头正在付出代价，因为在好于预期的企业业绩和经济数据的推动下，股市大幅上涨。</p><p><strong>长期盈利趋势未改</strong></p><p>诚然，疫情后经济活动和市场的低迷具有挑战性。然而，如果退一步看，即使像分析师预期的那样，未来两个季度的利润出现收缩，企业赚钱机器的长期运行轨迹也不会受到太大影响。</p><p>如果标普500指数2023年的盈利预测成真，即每股218美元，那么在后疫情时代，其年增长率将达到7%。调查显示，分析师预计明年利润将反弹11%，至每股242美元。</p><p>美国企业盈利能力减弱但未被破坏</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5e59ff018dd6ec6b07b9900476304f13\" tg-width=\"829\" tg-height=\"465\"/></p><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>投资管理公司高级投资组合经理Andrew Slimmon表示，只要经济保持稳定且美联储不降息，这对股市来说就是一个有利的条件。</p><p>他表示:“今年晚些时候会发生的事情是，如果这些数字真的实现了，市场会说，‘哦，我的天哪，我们将从盈利持平到下降的一年，进入明年的大幅加速阶段。’”“这样你就能在今年晚些时候在市场上再占上风。”</p></body></html>","source":"stock_zhitongcaijing","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>衰退警报狂响，美股为何仍在上涨？</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衰退警报狂响，美股为何仍在上涨？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-19 13:55 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/947441.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>尽管美联储尽了最大努力来消耗经济活力，但企业盈利引擎实际上并没有遭受重创。纳斯达克100指数在过去一周又涨了600点。这是怎么发生的?或许，尽管美联储尽了最大努力来消耗经济活力，但企业盈利引擎实际上并没有遭受重创。这种情况可以从七只市值最大的股票中看出来。这些股票都与科技相关，它们自1月以来大幅上涨，贡献了市场大部分涨幅。它们有望在2023年实现3150亿美元的总利润，几乎是2019年疫情前的两倍...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/947441.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"http://www.zhitongcaijing.com/content/detail/947441.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2344469854","content_text":"尽管美联储尽了最大努力来消耗经济活力，但企业盈利引擎实际上并没有遭受重创。纳斯达克100指数在过去一周又涨了600点。这是怎么发生的?或许，尽管美联储尽了最大努力来消耗经济活力，但企业盈利引擎实际上并没有遭受重创。这种情况可以从七只市值最大的股票中看出来。这些股票都与科技相关，它们自1月以来大幅上涨，贡献了市场大部分涨幅。它们有望在2023年实现3150亿美元的总利润，几乎是2019年疫情前的两倍，这种长期增长率在某种程度上证明了它们的复苏是合理的。嘉信理财的高级投资策略师Kevin Gordon表示，尽管股市看起来很紧张，但仍有可能将其简单地描述为展望未来。他表示:“在主要市场处于低点时，市盈率往往领先，然后盈利才会出现。”“有很多关于世界末日的分析，我只是认为这很正常。有些人就是有偏见。我不是。”当然，世界末日的分析是有根据的。很难保证美联储的加息不会对企业利润造成严重损害，以至于今天的估值最终看起来很荒谬。不过，就目前的情况来看，现有的估值似乎是合理的，因为已经经受了多次冲击的盈利趋势似乎延续。乐观情绪提振股市美国股市创下3月份以来的最佳单周表现，标普500指数上涨2.6%，以科技股为主的纳斯达克100指数跃升近4%。尽管美联储官员在暂停激进的加息行动后暗示将进一步收紧货币政策，债券交易员减少对降息的押注，但股市仍然强劲。10年期和2年期美国国债收益率之差进一步跌至负值，这是除3月分外40年来最严重的倒挂水平。利率波动和债券收益率曲线倒挂表明交易员押注经济衰退，这也是看衰股市的一个常见理由。Washington Crossing Advisors 高级投资组合经理 Kevin Caron 表示：“债券投资者和股票投资者之间总是存在这种紧张关系，前者总是看到威胁无处不在，后者总是看到明天太阳照常升起。”纳斯达克100指数相对于标普500指数的跌幅已基本收复纳斯达克100指数今年以来上涨了38%，如果能保持下去，将超过2009年以来除2019年和2020年外的所有年份。这可以归结为人工智能热潮或美国国债收益率下降缓解了估值压力，但盈利乐观情绪也是原因之一。在截至2022年的十年间，包括苹果、微软、Alphabet、亚马逊、Meta、英伟达和特斯拉在内的七巨头每年利润增长14%。虽然它们去年的总利润下滑超过20%，但预计它们将迅速复苏，未来两年至少增长15%。到2024年，总利润将达到3620亿美元，超过2021年3360亿美元的峰值。高估值或许不是问题对持怀疑态度的人来说，股价上涨是谨慎的理由，事实上，科技股远非便宜货。大型科技公司今年的市盈率为35倍。纳斯达克100指数成分股并不便宜然而，任何考虑退出的人都应该考虑到这样一个事实:在2020年底市盈率为40倍时，事实证明这对股价上涨没有任何障碍。“我们正处于经济放缓的阵痛之中，每次经济放缓，增长就变得稀缺。而当增长变得稀缺时，股票就会变得更加昂贵，”Silvant Capital Management首席投资官Michael Sansoterra表示。“你必须认识到估值，但如果你只在便宜的时候买入，你就会错过整个曲线。”至少就目前而言，为经济衰退做好准备的空头正在付出代价，因为在好于预期的企业业绩和经济数据的推动下，股市大幅上涨。长期盈利趋势未改诚然，疫情后经济活动和市场的低迷具有挑战性。然而，如果退一步看，即使像分析师预期的那样，未来两个季度的利润出现收缩，企业赚钱机器的长期运行轨迹也不会受到太大影响。如果标普500指数2023年的盈利预测成真，即每股218美元，那么在后疫情时代，其年增长率将达到7%。调查显示，分析师预计明年利润将反弹11%，至每股242美元。美国企业盈利能力减弱但未被破坏摩根士丹利投资管理公司高级投资组合经理Andrew Slimmon表示，只要经济保持稳定且美联储不降息，这对股市来说就是一个有利的条件。他表示:“今年晚些时候会发生的事情是，如果这些数字真的实现了，市场会说，‘哦，我的天哪，我们将从盈利持平到下降的一年，进入明年的大幅加速阶段。’”“这样你就能在今年晚些时候在市场上再占上风。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":356,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189015059452032,"gmtCreate":1687171653234,"gmtModify":1687171655329,"author":{"id":"3460168506368575","authorId":"3460168506368575","name":"bluefacer","avatar":"https://static.tigerbbs.com/a2ea28f240bb6afd9518aba59c2db813","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3460168506368575","idStr":"3460168506368575"},"themes":[],"htmlText":"11","listText":"11","text":"11","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/189015059452032","repostId":"1108555505","repostType":2,"isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188918453207168,"gmtCreate":1687148067725,"gmtModify":1687148069229,"author":{"id":"3460168506368575","authorId":"3460168506368575","name":"bluefacer","avatar":"https://static.tigerbbs.com/a2ea28f240bb6afd9518aba59c2db813","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3460168506368575","idStr":"3460168506368575"},"themes":[],"htmlText":"11","listText":"11","text":"11","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/188918453207168","repostId":"1141597409","repostType":2,"isVote":1,"tweetType":1,"viewCount":205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187686141563064,"gmtCreate":1686847807035,"gmtModify":1686847808522,"author":{"id":"3460168506368575","authorId":"3460168506368575","name":"bluefacer","avatar":"https://static.tigerbbs.com/a2ea28f240bb6afd9518aba59c2db813","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3460168506368575","idStr":"3460168506368575"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/187686141563064","repostId":"1768643984064583","repostType":17,"repost":{"id":2461,"live_id":"1768643984064583","type":1,"live_form":0,"category_id":13,"category_name":"热点活动","material_type":0,"regions":[1],"title":"蔚来ET5旅行版发布会","title_en":"","status":3,"abstract_en":[],"description_html":"全球首款智能电动旅行车，蔚来ET5旅行版，即将全球发布。锁定直播间，开启一往无前的旅程。","description_html_en":"","source_url":" ","video_url":"","live_img_url":"https://p1-live.byteimg.com/tos-cn-i-gjr78lqtd0/791f85c0a1bc4c12b0c83b55c950d8d9~tplv-gjr78lqtd0-image.image","live_img_url_en":"","activate_content":true,"expected_time":1686826800000,"time_remain":-49625073464,"start_time":0,"end_time":1686832510,"user_counter":"471","symbols":[],"speaker_info":[{"name":"蔚来","avatar":"https://static.tigerbbs.com/b8bda7764740983e6d3e5bc7af700020","uuid":"3567539496958876"}],"abstract":[]},"isVote":1,"tweetType":1,"viewCount":549,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":185837074039024,"gmtCreate":1686409608845,"gmtModify":1686409623302,"author":{"id":"3460168506368575","authorId":"3460168506368575","name":"bluefacer","avatar":"https://static.tigerbbs.com/a2ea28f240bb6afd9518aba59c2db813","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3460168506368575","idStr":"3460168506368575"},"themes":[],"htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/185837074039024","repostId":"1767825440404488","repostType":17,"repost":{"id":2429,"live_id":"1767825440404488","type":1,"live_form":0,"category_id":3,"category_name":"业绩报告会","material_type":0,"regions":[3,1,6,7,5,2,4],"title":"蔚来2023Q1业绩电话会议","title_en":"Nio 2023Q1 Performance Conference Call","status":3,"abstract_en":[],"description_html":"Nio will hold its quarterly conference call to discuss fourth quarter 2023 financial results on Friday，June 9, at 08:00 p.m. Singapore Time (10:00 p.m. Australian Eastern Time).Stay tuned！","description_html_en":"Nio will hold its quarterly conference call to discuss fourth quarter 2023 financial results on Friday，June 9, at 08:00 p.m. Singapore Time (10:00 p.m. Australian Eastern Time).Stay tuned！","source_url":"https://lpl27170.laohu8.com/live/Tiger2023.m3u8","video_url":"","live_img_url":"https://p1-live.byteimg.com/tos-cn-i-gjr78lqtd0/610ee10d818f4e78bc07acb01fbdb204~tplv-gjr78lqtd0-image.image","live_img_url_en":"https://p1-live.byteimg.com/tos-cn-i-gjr78lqtd0/610ee10d818f4e78bc07acb01fbdb204~tplv-gjr78lqtd0-image.image","activate_content":true,"expected_time":1686312000000,"time_remain":-50139873461,"start_time":0,"end_time":1686317443,"user_counter":"1304","symbols":[],"speaker_info":[],"abstract":[]},"isVote":1,"tweetType":1,"viewCount":193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185837074534424,"gmtCreate":1686409600170,"gmtModify":1686409601828,"author":{"id":"3460168506368575","authorId":"3460168506368575","name":"bluefacer","avatar":"https://static.tigerbbs.com/a2ea28f240bb6afd9518aba59c2db813","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3460168506368575","idStr":"3460168506368575"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/185837074534424","repostId":"1767825440404488","repostType":17,"repost":{"id":2429,"live_id":"1767825440404488","type":1,"live_form":0,"category_id":3,"category_name":"业绩报告会","material_type":0,"regions":[3,1,6,7,5,2,4],"title":"蔚来2023Q1业绩电话会议","title_en":"Nio 2023Q1 Performance Conference Call","status":3,"abstract_en":[],"description_html":"Nio will hold its quarterly conference call to discuss fourth quarter 2023 financial results on Friday，June 9, at 08:00 p.m. Singapore Time (10:00 p.m. Australian Eastern Time).Stay tuned！","description_html_en":"Nio will hold its quarterly conference call to discuss fourth quarter 2023 financial results on Friday，June 9, at 08:00 p.m. Singapore Time (10:00 p.m. Australian Eastern Time).Stay tuned！","source_url":"https://lpl27170.laohu8.com/live/Tiger2023.m3u8","video_url":"","live_img_url":"https://p1-live.byteimg.com/tos-cn-i-gjr78lqtd0/610ee10d818f4e78bc07acb01fbdb204~tplv-gjr78lqtd0-image.image","live_img_url_en":"https://p1-live.byteimg.com/tos-cn-i-gjr78lqtd0/610ee10d818f4e78bc07acb01fbdb204~tplv-gjr78lqtd0-image.image","activate_content":true,"expected_time":1686312000000,"time_remain":-50139873456,"start_time":0,"end_time":1686317443,"user_counter":"1304","symbols":[],"speaker_info":[],"abstract":[]},"isVote":1,"tweetType":1,"viewCount":555,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":653220716,"gmtCreate":1680974883835,"gmtModify":1680974885155,"author":{"id":"3460168506368575","authorId":"3460168506368575","name":"bluefacer","avatar":"https://static.tigerbbs.com/a2ea28f240bb6afd9518aba59c2db813","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3460168506368575","idStr":"3460168506368575"},"themes":[],"htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/653220716","repostId":"2325517000","repostType":2,"repost":{"id":"2325517000","kind":"news","pubTimestamp":1680914203,"share":"https://www.laohu8.com/m/news/2325517000?lang=&edition=full","pubTime":"2023-04-08 08:36","market":"hk","language":"zh","title":"汽车早报 | 长城汽车3月销量同比减少10.59% 丰田目标2026年年产150万辆电动车","url":"https://stock-news.laohu8.com/highlight/detail?id=2325517000","media":"界面新闻","summary":"快报显示，3月，长城汽车总销量90240台，同比减少10.59%；3月总产量94043台，同比减少9.54%。丰田新社长佐藤恒治：建立电动车部门，目标到2026年年产150万辆电动车4月7日下午，丰田汽车公司召开新任社长佐藤恒治就任后的首次简报会。丰田表示，公司预计到2026年推出10款新的电池电动汽车；此外，公司将成立新的专业部门，专注于电池电动汽车，此部门能够支持1000万辆的规模，目标是到2026年年产150万辆电池电动汽车。","content":"<div>\n<p>理想纯电解决方案将于4月18日发布理想汽车宣布，将于4月18日上海车展举办期间发布理想纯电解决方案。此前，有消息指出新车或将为一款搭载纯电动力的MPV车型。据悉，位于北京市顺义区的理想汽车北京顺义智能制造基地今年年底将全面投产大疆车载将配套比亚迪，提供高级辅助驾驶技术大疆车载已经获得比亚迪的项目定点，将为后者提供高级别辅助驾驶技术方案。消息人士透露，最先合作的适配车型是海狮。大疆车载团队在1300...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023040808365483595330&s=b\">Web Link</a>\n\n</div>\n","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>汽车早报 | 长城汽车3月销量同比减少10.59% 丰田目标2026年年产150万辆电动车</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n汽车早报 | 长城汽车3月销量同比减少10.59% 丰田目标2026年年产150万辆电动车\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-08 08:36 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023040808365483595330&s=b><strong>界面新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>理想纯电解决方案将于4月18日发布理想汽车宣布，将于4月18日上海车展举办期间发布理想纯电解决方案。此前，有消息指出新车或将为一款搭载纯电动力的MPV车型。据悉，位于北京市顺义区的理想汽车北京顺义智能制造基地今年年底将全面投产大疆车载将配套比亚迪，提供高级辅助驾驶技术大疆车载已经获得比亚迪的项目定点，将为后者提供高级别辅助驾驶技术方案。消息人士透露，最先合作的适配车型是海狮。大疆车载团队在1300...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023040808365483595330&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023040808365483595330&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2325517000","content_text":"理想纯电解决方案将于4月18日发布理想汽车宣布，将于4月18日上海车展举办期间发布理想纯电解决方案。此前，有消息指出新车或将为一款搭载纯电动力的MPV车型。据悉，位于北京市顺义区的理想汽车北京顺义智能制造基地今年年底将全面投产大疆车载将配套比亚迪，提供高级辅助驾驶技术大疆车载已经获得比亚迪的项目定点，将为后者提供高级别辅助驾驶技术方案。消息人士透露，最先合作的适配车型是海狮。大疆车载团队在1300人左右，此前已经和上汽通用五菱、大众中国达成合作。上汽集团：一季度销量89.12万辆，同比下滑26.99%4月7日，上汽集团发布公告，3月销量为35.18万辆，同比下滑20.59%；其中新能源汽车销量6.52万辆，同比下滑12.44%；今年1至3月，上汽销量为89.12万辆，同比下滑26.99%；其中新能源汽车销量14.21万辆，同比下滑26.00%。3月国内汽车召回数量环比增加26.96%，制动系统问题最多国家市场监督管理总局缺陷产品管理中心官网信息显示，3月，国家市场监督管理总局共发布国内乘用车召回公告13则，涉及召回乘用车总量共计19.38万辆，相较2023年2月环比增加了26.96%。召回原因中，制动系统占首位。长城汽车：3月销量90240台，同比减少10.59%长城汽车4月7日发布了3月产销快报。快报显示，3月，长城汽车总销量90240台，同比减少10.59%；3月总产量94043台，同比减少9.54%。3月海外销售22293台，1至3月长城汽车海外累计销售51975台。3月新能源车销售13155台，1至3月累计销售27808台。本田将为零部件供应商承担部分电费4月7日，据日经中文网报道，本田将为直接交易的零部件供应商承担部分电费。对于供应商2022财年（截至2023年3月）生产本田产品时使用的日本国内电费，本田告知供应商称，将承担较上财年上涨的部分。关于每年向零部件企业要求的降价事宜，本田已决定2023财年（截至2024年3月）不再要求降价。成本负担的增加将部分转嫁到产品价格中。丰田新社长佐藤恒治：建立电动车部门，目标到2026年年产150万辆电动车4月7日下午，丰田汽车公司召开新任社长佐藤恒治就任后的首次简报会。丰田在会上发布了新电动化战略，旨在对电动化转型进一步加速。丰田表示，公司预计到2026年推出10款新的电池电动汽车；此外，公司将成立新的专业部门，专注于电池电动汽车，此部门能够支持1000万辆的规模，目标是到2026年年产150万辆电池电动汽车。","news_type":1},"isVote":1,"tweetType":1,"viewCount":270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":650723822,"gmtCreate":1679525119567,"gmtModify":1679525120999,"author":{"id":"3460168506368575","authorId":"3460168506368575","name":"bluefacer","avatar":"https://static.tigerbbs.com/a2ea28f240bb6afd9518aba59c2db813","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3460168506368575","idStr":"3460168506368575"},"themes":[],"htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/650723822","repostId":"1150558943","repostType":4,"isVote":1,"tweetType":1,"viewCount":12,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":650723168,"gmtCreate":1679524939954,"gmtModify":1679524941252,"author":{"id":"3460168506368575","authorId":"3460168506368575","name":"bluefacer","avatar":"https://static.tigerbbs.com/a2ea28f240bb6afd9518aba59c2db813","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3460168506368575","idStr":"3460168506368575"},"themes":[],"htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/650723168","repostId":"1143226275","repostType":4,"isVote":1,"tweetType":1,"viewCount":93,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":650765432,"gmtCreate":1679512685726,"gmtModify":1679512687143,"author":{"id":"3460168506368575","authorId":"3460168506368575","name":"bluefacer","avatar":"https://static.tigerbbs.com/a2ea28f240bb6afd9518aba59c2db813","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3460168506368575","idStr":"3460168506368575"},"themes":[],"htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/650765432","repostId":"1760941554296957","repostType":17,"repost":{"id":1973,"live_id":"1760941554296957","type":1,"live_form":0,"category_id":13,"category_name":"热点活动","material_type":0,"regions":[3,1,6,7,5,2,4],"title":"英伟达GTC 2023 主题演讲","title_en":"GTC 2023 Keynote with NVIDIA CEO Jensen Huang","status":3,"abstract_en":[],"description_html":"NVIDIA 创始人兼 CEO 黄仁勋将于北京时间3月21日23:00，在 GTC 2023 上发表关于生成式 AI 、元宇宙、大型语言模型、云计算等领域最新进展的主题演讲。|Join us for the keynote address at GTC, the conference for the era of AI and the metaverse, as NVIDIA CEO Jensen Huang unveils the latest advancements in generative AI,","description_html_en":"Join us for the keynote address at GTC, the conference for the era of AI and the metaverse, as NVIDIA CEO Jensen Huang unveils the latest advancements in generative AI, the metaverse, large language models, robotics, cloud computing, and more. ","source_url":"https://lpl27170.laohu8.com/live/Tiger2023.m3u8","video_url":"","live_img_url":"https://p1-live.byteimg.com/tos-cn-i-gjr78lqtd0/6c995c21507340308ec2d1fad120f3d0~tplv-gjr78lqtd0-image.image","live_img_url_en":"https://p1-live.byteimg.com/tos-cn-i-gjr78lqtd0/6c995c21507340308ec2d1fad120f3d0~tplv-gjr78lqtd0-image.image","activate_content":true,"expected_time":1679410800000,"time_remain":-57041073508,"start_time":0,"end_time":1679415780,"user_counter":"1687","symbols":[],"speaker_info":[],"abstract":[]},"isVote":1,"tweetType":1,"viewCount":28,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":629582022,"gmtCreate":1670601845267,"gmtModify":1670601846837,"author":{"id":"3460168506368575","authorId":"3460168506368575","name":"bluefacer","avatar":"https://static.tigerbbs.com/a2ea28f240bb6afd9518aba59c2db813","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3460168506368575","idStr":"3460168506368575"},"themes":[],"htmlText":"是","listText":"是","text":"是","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/629582022","repostId":"2290640315","repostType":2,"repost":{"id":"2290640315","kind":"news","pubTimestamp":1670562846,"share":"https://www.laohu8.com/m/news/2290640315?lang=&edition=full","pubTime":"2022-12-09 13:14","market":"us","language":"zh","title":"宝马2023年加快触电 计划2030年销量一半是纯电动车","url":"https://stock-news.laohu8.com/highlight/detail?id=2290640315","media":"第一财经","summary":"宝马明年加快触电，计划2030年销量一半是纯电动车宝马集团12月8日宣布，2023年在中国市场推出的纯电动产品将达到11款，届时宝马将拥有全面的纯电产品线，覆盖几乎所有细分市场。按照规划，宝马集团将于2025年在全球交付200万辆纯电动车，同年将推出在全新构架平台上打造的“新世代”车型。到2030年，宝马集团50%的销量将来自纯电动车型，这将推动纯电动车累计销量达1000万辆。","content":"<div>\n<p>原标题：宝马明年加快触电，计划2030年销量一半是纯电动车宝马集团12月8日宣布，2023年在中国市场推出的纯电动产品将达到11款，届时宝马将拥有全面的纯电产品线，覆盖几乎所有细分市场。按照规划，宝马集团将于2025年在全球交付200万辆纯电动车，同年将推出在全新构架平台上打造的“新世代”车型。到2030年，宝马集团50%的销量将来自纯电动车型，这将推动纯电动车累计销量达1000万辆。此外，...</p>\n\n<a href=\"https://tech.ifeng.com/c/8LbO4YJ9kbR\">Web Link</a>\n\n</div>\n","source":"fenghuang_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>宝马2023年加快触电 计划2030年销量一半是纯电动车</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n宝马2023年加快触电 计划2030年销量一半是纯电动车\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-09 13:14 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8LbO4YJ9kbR><strong>第一财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题：宝马明年加快触电，计划2030年销量一半是纯电动车宝马集团12月8日宣布，2023年在中国市场推出的纯电动产品将达到11款，届时宝马将拥有全面的纯电产品线，覆盖几乎所有细分市场。按照规划，宝马集团将于2025年在全球交付200万辆纯电动车，同年将推出在全新构架平台上打造的“新世代”车型。到2030年，宝马集团50%的销量将来自纯电动车型，这将推动纯电动车累计销量达1000万辆。此外，...</p>\n\n<a href=\"https://tech.ifeng.com/c/8LbO4YJ9kbR\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0097036916.USD":"贝莱德美国增长A2 USD","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","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4532":"文艺复兴科技持仓","LU1548497426.USD":"安联环球人工智能AT Acc","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","TSLA":"特斯拉","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4531":"中概回港概念","LU0052750758.USD":"富兰克林中国基金A Acc","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4509":"腾讯概念","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","09866":"蔚来-SW","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","BK4527":"明星科技股","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0823411888.USD":"法巴消费创新基金 Cap","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4550":"红杉资本持仓","BK4526":"热门中概股","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","NIO":"蔚来","BK4574":"无人驾驶","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4505":"高瓴资本持仓","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","NIO.SI":"蔚来","BK4581":"高盛持仓","LU2063271972.USD":"富兰克林创新领域基金","BK4504":"桥水持仓","BK4511":"特斯拉概念","BK4548":"巴美列捷福持仓"},"source_url":"https://tech.ifeng.com/c/8LbO4YJ9kbR","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2290640315","content_text":"原标题：宝马明年加快触电，计划2030年销量一半是纯电动车宝马集团12月8日宣布，2023年在中国市场推出的纯电动产品将达到11款，届时宝马将拥有全面的纯电产品线，覆盖几乎所有细分市场。按照规划，宝马集团将于2025年在全球交付200万辆纯电动车，同年将推出在全新构架平台上打造的“新世代”车型。到2030年，宝马集团50%的销量将来自纯电动车型，这将推动纯电动车累计销量达1000万辆。此外，2025年宝马集团旗下劳斯莱斯、MINI品牌BMW Motorrad都市出行系列也将全面电动化。目前，宝马在中国市场推出的电动车共有5款，包括宝马iX、宝马i4、国产宝马iX3、宝马i3和即将上市的宝马i7。宝马明年将在中国市场国产iX1，定价可能在30万元以上，这一定位可能与特斯拉Model Y形成竞争。今年以来，中国电动车市场快速增长。乘联会数据显示，今年前11月新能源乘用车批发销量达574.2万辆，同比增长104.6%。在11月份，新能源车的渗透率已经达到了36.3%。不过，自主品牌和特斯拉为新能源市场贡献了绝大多数销量。而传统豪华品牌和主流合资品牌在电动车领域的表现相对欠佳，从整个市场来看，目前燃油豪华品牌的品牌溢价尚未传导到电动汽车市场上。一方面，传统豪华品牌此前两年在中国市场推出的电动车产品较少，同时产品迭代速度相对较慢。另一方面，智能化水平缺失，无法迎合中国用户对于电动化产品的需求，被认为是外资品牌纯电动汽车无法复现燃油产品强势表现的重要原因。和传统燃油车时代，在人机工程学、底盘舒适性等领域进行本地化改良不同，中国用户领先全球的智能化需求，对海外车企提出了挑战。麦肯锡的研究报告显示，中国市场消费者更在乎智能化上的体验，超过80%的中国消费者认为自动驾驶和智能互联功能对他们而言非常重要。豪华品牌正加快在产品和智能化技术领域的本土化布局。2023年起，宝马、奔驰和奥迪推出的电动车产品开始增多，但撬动市场仍需要一个过程。宝马等车企今年在中国市场投产了电动车生产基地，同时在最为核心的电池领域开始加大投资。不久前，宝马宣布沈阳生产基地将进行动力电池生产的大规模扩建，该项目投资总额达100亿元。此外，宝马、奥迪、奔驰和大众汽车等均在北京、上海等地设立了研发中心，从事自动驾驶、数字化、软件等相关业务，同时与本土科技企业合作，通过战略合作或入股的方式打造本地生态系统。从整个市场来看，特斯拉抢夺了部分豪华车市场。此外，国内造车新势力推出的部分车型价格与豪华车有所重叠。蔚来汽车推出的首款车型ES8的起售价格就逼近50万元。自成立之初，蔚来对标的就是传统燃油车豪华品牌的头部阵营。理想汽车推出的旗下第二款车型L9售价进入了40万元以上的豪车市场，小鹏汽车的旗舰车型小鹏G9也已经上市，该车起售价在30万元以上。不过，蔚来、理想和小鹏等造车新势力今年的表现并不稳定，个别月份的销量出现下降，国内电动车市场格局还未稳定。业内认为，从宝马、奥迪和奔驰的规划来看，2025年是一个关键的时间节点。自2025年起，宝马集团将推出“新世代”车型，新车型将率先使用大圆柱电芯。2025年起奔驰所有新发布的车型架构也将均为纯电平台，其每款车型都将提供纯电版本选择，同时将推出3个全新纯电车型架构平台。LMC汽车市场咨询(上海)有限公司总经理曾志凌认为，外资车企在新能源方面有技术储备，只不过之前较为谨慎。传统豪华品牌产销规模大，采购议价的能力比较强，这样比较容易降低成本。随着电动车发展，优势会慢慢凸显。","news_type":1},"isVote":1,"tweetType":1,"viewCount":739,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":681968408,"gmtCreate":1656624633209,"gmtModify":1704865412743,"author":{"id":"3460168506368575","authorId":"3460168506368575","name":"bluefacer","avatar":"https://static.tigerbbs.com/a2ea28f240bb6afd9518aba59c2db813","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3460168506368575","idStr":"3460168506368575"},"themes":[],"htmlText":"值得品味","listText":"值得品味","text":"值得品味","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/681968408","repostId":"2247888191","repostType":2,"repost":{"id":"2247888191","kind":"highlight","pubTimestamp":1656588821,"share":"https://www.laohu8.com/m/news/2247888191?lang=&edition=full","pubTime":"2022-06-30 19:33","market":"us","language":"zh","title":"锂电万亿双雄背后的首富们","url":"https://stock-news.laohu8.com/highlight/detail?id=2247888191","media":"华尔街见闻","summary":"新能源还火多久？","content":"<html><body><p><img src=\"https://wpimg.wallstcn.com/1303573e-9fff-4c8e-ac88-ff9a54afadac.jpg\"/></p>\n<p>自“宁王”之后，国内新能源产业链迎来第二位万亿新贵--<a href=\"https://laohu8.com/S/002594\">比亚迪</a>。</p>\n<p>6月13日开始，比亚迪股价达到358.86元，总市值1.02万亿，并在6月23 日攀至1.029万亿的阶段性高点，不仅成为国内锂电万亿双雄之一，更跻身全球车企TOP3，市值仅位列<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、丰田之后，是该榜单前十名中唯一一家中国汽车制造商。</p>\n<p>要知道在2020年初，比亚迪的股价还不到50元，2年多时间就翻了近8倍，这的确令人惊叹。</p>\n<p>无论是宁王，还是迪王，它们的突然爆红，股价飙升，一切都是拜新能源产业的爆发所赐。</p>\n<p>而在它们背后，一系列押注这个产业链的人都赚得盆满钵满，迎来人生巅峰。从<a href=\"https://laohu8.com/S/300750\">宁德时代</a>的曾毓群到比亚迪二股东吕向阳，都身家暴涨，站到了聚光灯下；还有许多各省市的新晋首富们，都和锂电产业链有关。</p>\n<p>新能源的这一波造富热潮，似乎比房地产和互联网更快更猛。而人们不确定的是，新能源时代的传奇，能比两个行业更持久还是更短暂？</p>\n<h2>突然的暴富</h2>\n<p>在比亚迪迈入万亿俱乐部后，王传福身家也水涨船高，以1万亿市值计算，王传福17.64%的股权对应的身价已超过1800亿元。</p>\n<p>此外，原本低调的吕向阳也一夜成名。吕向阳是比亚迪的第二大股东，王传福的表哥。 根据比亚迪最新的股东列表，截至今年5月20日，吕向阳合计持有比亚迪3.93亿股，占亚迪总股本的13.51%，仅次于王传福的17.64%。</p>\n<p>目前吕向阳实际所持的<a href=\"https://laohu8.com/S/01211\">比亚迪股份</a>，价值超过1300亿元，坐上了2022年广州首富的宝座。身价相当于1.8个何小鹏、或2.6个许家印。</p>\n<p>20多年前，吕向阳在王传福创业的艰难时期，分别投下两笔250万、1660万元的资金，从此与比亚迪深度绑定，最终为他带来今日的财富。</p>\n<p>而另一家万亿之王宁德时代，更是一部快速造富机器。据 2022 新财富 500 富人榜，宁德时代的曾毓群和黄世霖首次进入该榜前 10 名，今年，除了曾毓群和黄世霖位居前十，宁德时代的裴振华、李平、陈琼香、吴映明等4名自然人股东均上榜，6人总财富达6700亿元。其中曾毓群以 3348.2 亿元排名第二，仅次于全国首富钟睒睒，“二马”也只得屈居其后。</p>\n<p>不仅如此，宁德时代概念股中还有 37 人登榜。根据新财富榜单统计，宁德时代上下游企业共计涌现出 50 多位富豪，占据榜单的 1/10 以上，造富能力连阿里和<a href=\"https://laohu8.com/S/00700\">腾讯</a>都“自愧不如”。</p>\n<p>在新能源原材料领域，<a href=\"https://laohu8.com/S/002460\">赣锋锂业</a>的李良彬以365亿元身家，进入胡润全球富豪榜，问鼎江西首富。</p>\n<p>“锂业双雄”中的另一家<a href=\"https://laohu8.com/S/002466\">天齐锂业</a>，由蒋卫平在1997年创立，并即将登陆港股实现两地上市，且有望成为今年港股最大 IPO，董事长蒋卫平也以485亿元的身价，进入2022胡润全球富豪榜。</p>\n<p>车企方面，据胡润《2022全球富豪榜》显示，新能源汽车前十里就有5名中国人、另有4人来自特斯拉。</p>\n<p>其中，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>创始人何小鹏，以700亿元身家成为中<a href=\"https://laohu8.com/S/600617\">国新能源</a>汽车行业首富，仅次于特斯拉CEO马斯克，全球排名第二；同样来自小鹏汽车的创始人夏珩，也位列前十；榜单中还有<a href=\"https://laohu8.com/S/LI\">理想汽车</a>创始人李想、蔚来汽车创始人李斌、以及最近冲击港股IPO的威马汽车创始人沈晖。</p>\n<p>可以说，以上这些人几乎都是在这两三年就间突然暴富，身家从几百亿到上千亿，是他们从未想过的梦境一般的人生；而他们，也都曾经历过创业的艰难和过程中的迷茫，但坚持和赌到现在，让他们赶上了新能源的好时候，得到了时代的馈赠。</p>\n<h2>新能源之火</h2>\n<p>宁德时代和比亚迪、特斯拉们的造富故事，映射了一个新黄金行业的崛起。</p>\n<p>2020 年以来，随着 “双碳” 战略的实施和新能源汽车市场的持续火爆，光伏和锂电行业出现了量价齐升的盛况，尤其是锂电产业，造就了宁德时代、<a href=\"https://laohu8.com/S/002812\">恩捷股份</a>、<a href=\"https://laohu8.com/S/01772\">赣锋锂业</a>等一众千亿甚至万亿的巨头，也把背后的曾毓群、李晓明、李良彬等人推向了福建、云南和江西等省级的首富。</p>\n<p>作为中国民营经济发展的晴雨表，各类富豪榜真切、直观地反映了经济和产业的兴衰，就在2018 年以前，富豪榜上最风光的莫过于房地产大佬和互联网大佬。</p>\n<p>在楼市高热的2017、2018年，房地产行业包揽了胡润百富榜前5中名的3席，包括许家印、杨惠妍和王健林家族，剩下两席由互联网当家的“二马”包办。</p>\n<p>不过随着楼市进入低迷期，开发商的好日子到头了；互联网也进入了流量红利衰退、业务缩表之时。如今新能源遮盖了房地产和互联网的光芒。</p>\n<p>在全球各国碳中和战略的影响下，新能源行业仍在加速狂奔。根据乘联会数据，世界狭义（插混、纯电动、氢等燃料电池）新能源汽车销量猛增 73%，1-4 月共售出 256 万辆。</p>\n<p>乘联会秘书长崔东树表示，今年（1-4月）中国新能源车销量创历史新高，占比全球57%高位水平，连续 7 年位居全球第一。新能源汽车已进入放量期。</p>\n<p>时代的车轮滚滚向前，带领人们发掘出一片新的“白色金矿”，也让许多人因此暴富。正被投资者捧入万亿市值的比亚迪、宁德时代，快速的造梦故事从此而生；一年飙涨十倍的碳酸锂，无数的人也为之疯狂。</p>\n<p>不过巴菲特曾言，“别人恐惧时我贪婪，别人贪婪时我恐惧”，狂热中往往也隐含着风险，新能源产业链的暴涨，还能持续多久？那些轻易上升的身家财富，又能留下多少？</p>\n<p>无论是锂矿、电池厂商还是车企、自动驾驶公司，他们的股价和身家暴涨，全部都是来自于新能源政策的支持、消费需求的爆发，去年350万辆的销售，是这一切的基础。</p>\n<p>但现在，值得警惕的是，新能源产业链的各个环节都出现了“大跃进”的现象，产能规划和输出都是天量级别。</p>\n<p>首先是上游的锂矿行业。这两年高锂价让矿企吃到了红利，各矿场也在积极扩产，全球产能大增。招行研究院预测，2023-2025 年，随着产能快速释放，供给将大于需求，锂价会出现阶段性回落，这会影响如今高涨的锂矿企业股价预期。</p>\n<p>中层的电池商，装机榜单的TOP10也基本上是老面孔，已进入存量竞争，宁王的时市场份额也在下滑。而在市值快速冲上万亿之后，宁德时代和比亚迪还有多大的增长空间？</p>\n<p>终端车企的竞争更为惨烈。蔚小理等新势力层出不穷，老牌车企迅速加入电动车战团，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、华为、<a href=\"https://laohu8.com/S/BIDU\">百度</a>、小米等科技公司也要分一杯羹，市场上的电动车已经多到让消费者无从选择。</p>\n<p>对此，<a href=\"https://laohu8.com/S/600958\">东方证券</a>指出，3-5 年新能源红利期结束后，部分产品力较弱的车企会逐渐被淘汰。</p>\n<p>拉长时间来看，房地产、互联网从兴起到天花板显现，走过的是一段长达二三十年的发展道路。而新能源产业的爆发就在这几年间，被透支“催熟”的产业和市场边界似乎已经出现。</p>\n<p>今年一季度，电动车的渗透率已经达到破纪录的21.1%，5月又再次攀高到逾27%，王传福预测到今年底这一数字可攀至35%。</p>\n<p>按照这样的增速，新能源产业将很快从成长期奔向由市场头部“垄断”的成熟期，届时将陷入增长的瓶颈，到达天花板。</p>\n<p>事实上，今年开年新能源板块的大回调，就已经给市场提了一次醒。那段时间，宁德时代的股价从最高约700元，跌至5月9日376元的最低点，较顶峰时蒸发了近一半。</p>\n<p>玩家们和首富们都希望，新能源产业的盛宴，能持续得更长一点，自己的财富能更多一点。但最终，潮水退去，总能看到谁在裸泳。</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>锂电万亿双雄背后的首富们</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锂电万亿双雄背后的首富们\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-30 19:33 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3663511><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>自“宁王”之后，国内新能源产业链迎来第二位万亿新贵--比亚迪。\n6月13日开始，比亚迪股价达到358.86元，总市值1.02万亿，并在6月23 日攀至1.029万亿的阶段性高点，不仅成为国内锂电万亿双雄之一，更跻身全球车企TOP3，市值仅位列特斯拉、丰田之后，是该榜单前十名中唯一一家中国汽车制造商。\n要知道在2020年初，比亚迪的股价还不到50元，2年多时间就翻了近8倍，这的确令人惊叹。\n无论是...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3663511\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","BK1539":"汽车股","BK1507":"粤港澳大湾区","BK1588":"回港中概股","BK1598":"恒大概念","BK4527":"明星科技股","BK4550":"红杉资本持仓","BK4526":"热门中概股","BK1504":"苹果概念","BK1119":"汽车制造商","BK1587":"次新股","BK4141":"半导体产品","JKS":"晶科能源","BK4503":"景林资产持仓","BK1240":"房地产开发","02007":"碧桂园","BK1522":"燃料电池","00285":"比亚迪电子","BK4574":"无人驾驶","BK4519":"光伏太阳能","BK4551":"寇图资本持仓","BK4534":"瑞士信贷持仓","BK1521":"挪威政府全球养老基金持仓","BRK.A":"伯克希尔","BK1555":"内房股","BK4505":"高瓴资本持仓","01211":"比亚迪股份","BK4581":"高盛持仓","BRK.B":"伯克希尔B","BK4511":"特斯拉概念","BK4099":"汽车制造商","BK1582":"深圳本地概念股","BK1540":"电池","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4548":"巴美列捷福持仓","XPEV":"小鹏汽车","BK1509":"特斯拉概念股","BK1580":"烟草概念","BK4176":"多领域控股","03333":"中国恒大","09979":"绿城管理控股","BK1575":"同股不同权","BK1149":"通信设备","09868":"小鹏汽车-W","BK1607":"新IT概念","BK1589":"北水核心资产","BK1515":"抗疫概念","BK1594":"碳中和概念股","LI":"理想汽车"},"source_url":"https://wallstreetcn.com/articles/3663511","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2247888191","content_text":"自“宁王”之后，国内新能源产业链迎来第二位万亿新贵--比亚迪。\n6月13日开始，比亚迪股价达到358.86元，总市值1.02万亿，并在6月23 日攀至1.029万亿的阶段性高点，不仅成为国内锂电万亿双雄之一，更跻身全球车企TOP3，市值仅位列特斯拉、丰田之后，是该榜单前十名中唯一一家中国汽车制造商。\n要知道在2020年初，比亚迪的股价还不到50元，2年多时间就翻了近8倍，这的确令人惊叹。\n无论是宁王，还是迪王，它们的突然爆红，股价飙升，一切都是拜新能源产业的爆发所赐。\n而在它们背后，一系列押注这个产业链的人都赚得盆满钵满，迎来人生巅峰。从宁德时代的曾毓群到比亚迪二股东吕向阳，都身家暴涨，站到了聚光灯下；还有许多各省市的新晋首富们，都和锂电产业链有关。\n新能源的这一波造富热潮，似乎比房地产和互联网更快更猛。而人们不确定的是，新能源时代的传奇，能比两个行业更持久还是更短暂？\n突然的暴富\n在比亚迪迈入万亿俱乐部后，王传福身家也水涨船高，以1万亿市值计算，王传福17.64%的股权对应的身价已超过1800亿元。\n此外，原本低调的吕向阳也一夜成名。吕向阳是比亚迪的第二大股东，王传福的表哥。 根据比亚迪最新的股东列表，截至今年5月20日，吕向阳合计持有比亚迪3.93亿股，占亚迪总股本的13.51%，仅次于王传福的17.64%。\n目前吕向阳实际所持的比亚迪股份，价值超过1300亿元，坐上了2022年广州首富的宝座。身价相当于1.8个何小鹏、或2.6个许家印。\n20多年前，吕向阳在王传福创业的艰难时期，分别投下两笔250万、1660万元的资金，从此与比亚迪深度绑定，最终为他带来今日的财富。\n而另一家万亿之王宁德时代，更是一部快速造富机器。据 2022 新财富 500 富人榜，宁德时代的曾毓群和黄世霖首次进入该榜前 10 名，今年，除了曾毓群和黄世霖位居前十，宁德时代的裴振华、李平、陈琼香、吴映明等4名自然人股东均上榜，6人总财富达6700亿元。其中曾毓群以 3348.2 亿元排名第二，仅次于全国首富钟睒睒，“二马”也只得屈居其后。\n不仅如此，宁德时代概念股中还有 37 人登榜。根据新财富榜单统计，宁德时代上下游企业共计涌现出 50 多位富豪，占据榜单的 1/10 以上，造富能力连阿里和腾讯都“自愧不如”。\n在新能源原材料领域，赣锋锂业的李良彬以365亿元身家，进入胡润全球富豪榜，问鼎江西首富。\n“锂业双雄”中的另一家天齐锂业，由蒋卫平在1997年创立，并即将登陆港股实现两地上市，且有望成为今年港股最大 IPO，董事长蒋卫平也以485亿元的身价，进入2022胡润全球富豪榜。\n车企方面，据胡润《2022全球富豪榜》显示，新能源汽车前十里就有5名中国人、另有4人来自特斯拉。\n其中，小鹏汽车创始人何小鹏，以700亿元身家成为中国新能源汽车行业首富，仅次于特斯拉CEO马斯克，全球排名第二；同样来自小鹏汽车的创始人夏珩，也位列前十；榜单中还有理想汽车创始人李想、蔚来汽车创始人李斌、以及最近冲击港股IPO的威马汽车创始人沈晖。\n可以说，以上这些人几乎都是在这两三年就间突然暴富，身家从几百亿到上千亿，是他们从未想过的梦境一般的人生；而他们，也都曾经历过创业的艰难和过程中的迷茫，但坚持和赌到现在，让他们赶上了新能源的好时候，得到了时代的馈赠。\n新能源之火\n宁德时代和比亚迪、特斯拉们的造富故事，映射了一个新黄金行业的崛起。\n2020 年以来，随着 “双碳” 战略的实施和新能源汽车市场的持续火爆，光伏和锂电行业出现了量价齐升的盛况，尤其是锂电产业，造就了宁德时代、恩捷股份、赣锋锂业等一众千亿甚至万亿的巨头，也把背后的曾毓群、李晓明、李良彬等人推向了福建、云南和江西等省级的首富。\n作为中国民营经济发展的晴雨表，各类富豪榜真切、直观地反映了经济和产业的兴衰，就在2018 年以前，富豪榜上最风光的莫过于房地产大佬和互联网大佬。\n在楼市高热的2017、2018年，房地产行业包揽了胡润百富榜前5中名的3席，包括许家印、杨惠妍和王健林家族，剩下两席由互联网当家的“二马”包办。\n不过随着楼市进入低迷期，开发商的好日子到头了；互联网也进入了流量红利衰退、业务缩表之时。如今新能源遮盖了房地产和互联网的光芒。\n在全球各国碳中和战略的影响下，新能源行业仍在加速狂奔。根据乘联会数据，世界狭义（插混、纯电动、氢等燃料电池）新能源汽车销量猛增 73%，1-4 月共售出 256 万辆。\n乘联会秘书长崔东树表示，今年（1-4月）中国新能源车销量创历史新高，占比全球57%高位水平，连续 7 年位居全球第一。新能源汽车已进入放量期。\n时代的车轮滚滚向前，带领人们发掘出一片新的“白色金矿”，也让许多人因此暴富。正被投资者捧入万亿市值的比亚迪、宁德时代，快速的造梦故事从此而生；一年飙涨十倍的碳酸锂，无数的人也为之疯狂。\n不过巴菲特曾言，“别人恐惧时我贪婪，别人贪婪时我恐惧”，狂热中往往也隐含着风险，新能源产业链的暴涨，还能持续多久？那些轻易上升的身家财富，又能留下多少？\n无论是锂矿、电池厂商还是车企、自动驾驶公司，他们的股价和身家暴涨，全部都是来自于新能源政策的支持、消费需求的爆发，去年350万辆的销售，是这一切的基础。\n但现在，值得警惕的是，新能源产业链的各个环节都出现了“大跃进”的现象，产能规划和输出都是天量级别。\n首先是上游的锂矿行业。这两年高锂价让矿企吃到了红利，各矿场也在积极扩产，全球产能大增。招行研究院预测，2023-2025 年，随着产能快速释放，供给将大于需求，锂价会出现阶段性回落，这会影响如今高涨的锂矿企业股价预期。\n中层的电池商，装机榜单的TOP10也基本上是老面孔，已进入存量竞争，宁王的时市场份额也在下滑。而在市值快速冲上万亿之后，宁德时代和比亚迪还有多大的增长空间？\n终端车企的竞争更为惨烈。蔚小理等新势力层出不穷，老牌车企迅速加入电动车战团，苹果、华为、百度、小米等科技公司也要分一杯羹，市场上的电动车已经多到让消费者无从选择。\n对此，东方证券指出，3-5 年新能源红利期结束后，部分产品力较弱的车企会逐渐被淘汰。\n拉长时间来看，房地产、互联网从兴起到天花板显现，走过的是一段长达二三十年的发展道路。而新能源产业的爆发就在这几年间，被透支“催熟”的产业和市场边界似乎已经出现。\n今年一季度，电动车的渗透率已经达到破纪录的21.1%，5月又再次攀高到逾27%，王传福预测到今年底这一数字可攀至35%。\n按照这样的增速，新能源产业将很快从成长期奔向由市场头部“垄断”的成熟期，届时将陷入增长的瓶颈，到达天花板。\n事实上，今年开年新能源板块的大回调，就已经给市场提了一次醒。那段时间，宁德时代的股价从最高约700元，跌至5月9日376元的最低点，较顶峰时蒸发了近一半。\n玩家们和首富们都希望，新能源产业的盛宴，能持续得更长一点，自己的财富能更多一点。但最终，潮水退去，总能看到谁在裸泳。","news_type":1},"isVote":1,"tweetType":1,"viewCount":675,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":354132754,"gmtCreate":1617150426278,"gmtModify":1617150426278,"author":{"id":"3460168506368575","authorId":"3460168506368575","name":"bluefacer","avatar":"https://static.tigerbbs.com/a2ea28f240bb6afd9518aba59c2db813","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3460168506368575","idStr":"3460168506368575"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/354132754","repostId":"2123129894","repostType":2,"isVote":1,"tweetType":1,"viewCount":385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":369370799,"gmtCreate":1614006258811,"gmtModify":1614006258811,"author":{"id":"3460168506368575","authorId":"3460168506368575","name":"bluefacer","avatar":"https://static.tigerbbs.com/a2ea28f240bb6afd9518aba59c2db813","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3460168506368575","idStr":"3460168506368575"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/369370799","repostId":"16107004104822","repostType":17,"repost":{"id":458,"live_id":"16107004104822","type":0,"live_form":0,"category_id":4,"category_name":"IPO观察室","material_type":0,"regions":[1],"title":"千万老铁如何造就百亿快手","title_en":"","status":3,"abstract_en":[],"description_html":"","description_html_en":"","source_url":"https://lpl27170.laohu8.com/live/kuaishou.m3u8","video_url":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/2a4fab605285890813090400418/J3vLYwKfTF8A.mp4","live_img_url":"https://static.tigerbbs.com/bfc23aebc4486cda8bffe554c81d2dde","live_img_url_en":"","activate_content":true,"expected_time":1611318600391,"time_remain":-125133273118,"start_time":0,"end_time":0,"user_counter":"121455","symbols":[],"speaker_info":[],"abstract":["短视频第一股来了！估值500亿美元的快手护城河是什么？如何真正理解快手的价值？","【讲师介绍】金洪运：某知名公司行业研究员，曾任上市公司战略分析师。主要从事游戏、TMT、消费等领域的行业研究及相关个股分析，拥有十年以上的丰富投资经验。","【内容要点】 1. 快手如何“农村包围城市” 2.电商将会是第二增长曲线吗 3. 如何克服对快手的认知差"]},"isVote":1,"tweetType":1,"viewCount":724,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":312035218,"gmtCreate":1611971088734,"gmtModify":1703757189701,"author":{"id":"3460168506368575","authorId":"3460168506368575","name":"bluefacer","avatar":"https://static.tigerbbs.com/a2ea28f240bb6afd9518aba59c2db813","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3460168506368575","idStr":"3460168506368575"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/312035218","repostId":"16115554285661","repostType":17,"repost":{"id":466,"live_id":"16115554285661","type":0,"live_form":0,"category_id":3,"category_name":"业绩报告会","material_type":0,"regions":[1],"title":"特斯拉2020Q4业绩电话会议","title_en":"","status":3,"abstract_en":[],"description_html":"特斯拉2020Q4业绩电话会议将于北京时间1月28日早上07:30开始，敬请关注！","description_html_en":"","source_url":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/0b92935e5285890813395588936/7bc66d4c183eb558823e6a96.mp4","video_url":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/0b92935e5285890813395588936/7bc66d4c183eb558823e6a96.mp4","live_img_url":"https://static.tigerbbs.com/22c85af61b89c52f907824a4d4fed9f5","live_img_url_en":"","activate_content":true,"expected_time":1611790200950,"time_remain":-124661672557,"start_time":0,"end_time":0,"user_counter":"44204","symbols":[],"speaker_info":[],"abstract":[]},"isVote":1,"tweetType":1,"viewCount":714,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":332019962,"gmtCreate":1610195068956,"gmtModify":1703743252540,"author":{"id":"3460168506368575","authorId":"3460168506368575","name":"bluefacer","avatar":"https://static.tigerbbs.com/a2ea28f240bb6afd9518aba59c2db813","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3460168506368575","idStr":"3460168506368575"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/332019962","repostId":"16092259309706","repostType":17,"repost":{"id":451,"live_id":"16092259309706","type":0,"live_form":0,"category_id":13,"category_name":"热点活动","material_type":0,"regions":[1],"title":"蔚来NIO Day 2020","title_en":"","status":3,"abstract_en":[],"description_html":"","description_html_en":"","source_url":"https://lpl27170.laohu8.com/live/nio2020.m3u8","video_url":"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/10e041f45285890812497325188/f0.mp4","live_img_url":"https://static.tigerbbs.com/cd56ecee89167d3dd65b811a55a87af8","live_img_url_en":"","activate_content":true,"expected_time":1610188200562,"time_remain":-126263672945,"start_time":0,"end_time":0,"user_counter":"155860","symbols":[],"speaker_info":[],"abstract":["2021年1月9日18:30，2020蔚来日（NIO Day 2020）将于成都举办。","NIO Day上将发布蔚来首款搭载全新自动驾驶技术的旗舰轿车，以及150kWh电池系统, 第二代换电站等核心技术。","NIO Day 2020， Always Forward."]},"isVote":1,"tweetType":1,"viewCount":466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":398589937,"gmtCreate":1606920347329,"gmtModify":1703845396810,"author":{"id":"3460168506368575","authorId":"3460168506368575","name":"bluefacer","avatar":"https://static.tigerbbs.com/a2ea28f240bb6afd9518aba59c2db813","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3460168506368575","idStr":"3460168506368575"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/398589937","repostId":"2088777679","repostType":2,"repost":{"id":"2088777679","kind":"news","pubTimestamp":1606918845,"share":"https://www.laohu8.com/m/news/2088777679?lang=&edition=full","pubTime":"2020-12-02 22:20","market":"us","language":"zh","title":"三张图看懂国产“造车新势力”最新成绩单","url":"https://stock-news.laohu8.com/highlight/detail?id=2088777679","media":"第一财经","summary":"股价近两个月涨幅均实现翻倍销量不断攀升的同时，“造车新势力”们的股价也在走高。这意味着，“造车新势力”至少已经告别了“卖一辆亏一辆”的困境。也有机构“力挺”造车新势力，新时代证券表示，国内新能源汽车新车型密集推出，海外补贴加码，助力新能源汽车消费回暖，预计整体新能源汽车行业继续保持向上态势。","content":"<div>\n<p>随着国内关于新能源汽车扶持政策的不断出台，蔚来、小鹏、理想汽车这三家美股市场上的中概股新能源车企业绩也纷纷报喜。交付量均创下“年内新高”近两日，蔚来、小鹏、理想汽车先后发布11月交付数据，全部创下2020年单月交付量新高。数据显示，蔚来汽车11月共交付新车5291台，继10月后再超五千台，连续第四个月创品牌单月交付数新高。小鹏汽车11月单月总交付量达到4224台，同比增长342%，创下2020年...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020120222213779a83066&s=b\">Web Link</a>\n\n</div>\n","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>三张图看懂国产“造车新势力”最新成绩单</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三张图看懂国产“造车新势力”最新成绩单\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-12-02 22:20 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020120222213779a83066&s=b><strong>第一财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>随着国内关于新能源汽车扶持政策的不断出台，蔚来、小鹏、理想汽车这三家美股市场上的中概股新能源车企业绩也纷纷报喜。交付量均创下“年内新高”近两日，蔚来、小鹏、理想汽车先后发布11月交付数据，全部创下2020年单月交付量新高。数据显示，蔚来汽车11月共交付新车5291台，继10月后再超五千台，连续第四个月创品牌单月交付数新高。小鹏汽车11月单月总交付量达到4224台，同比增长342%，创下2020年...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020120222213779a83066&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a641899d158b6ab663d7d69913893106","relate_stocks":{"XPEV":"小鹏汽车","LI":"理想汽车","NIO":"蔚来"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020120222213779a83066&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2088777679","content_text":"随着国内关于新能源汽车扶持政策的不断出台，蔚来、小鹏、理想汽车这三家美股市场上的中概股新能源车企业绩也纷纷报喜。交付量均创下“年内新高”近两日，蔚来、小鹏、理想汽车先后发布11月交付数据，全部创下2020年单月交付量新高。数据显示，蔚来汽车11月共交付新车5291台，继10月后再超五千台，连续第四个月创品牌单月交付数新高。小鹏汽车11月单月总交付量达到4224台，同比增长342%，创下2020年新高。理想ONE11月则交付4646辆，环比增长25.8%，再创单月交付量纪录、2020年新高。股价近两个月涨幅均实现翻倍销量不断攀升的同时，“造车新势力”们的股价也在走高。从10月开始，蔚来、小鹏和理想汽车的股价便开始不断飙升。截至12月1日收盘，与9月30日收盘价相比，蔚来汽车股价涨幅达113.8%，市值超过610亿美元；小鹏汽车涨幅为178.8%，市值超370亿美元；理想汽车涨幅为100.5%，市值超290亿美元。盈利之路“道阻且长”从交付量来看，蔚来、理想、小鹏汽车似乎“风光无限”，但根据财报，三家车企仍走在亏损的路上，距离整体盈利仍有较长的路要走。数据显示，理想汽车依靠增程式电动汽车解决方案，在一定程度上控制了成本，亏损幅度较小；但蔚来和小鹏汽车，仍然亏损较大。蔚来2020年第三季度净亏损11.88亿元；小鹏汽车净亏损11.49亿元，与去年同期净亏损7.763亿元相比，同比扩大。但好消息是，目前三家车企的状况已有所好转，毛利率均已实现转正。数据显示，蔚来汽车在今年第二季度毛利率转正，第三季度销售毛利率为12.94%；理想汽车则是“造车新势力”中第一家毛利率转正的车企，今年第三季度，公司销售毛利率为19.78%；小鹏汽车则在今年第三季度毛利率首次转正，为4.6%。这意味着，“造车新势力”至少已经告别了“卖一辆亏一辆”的困境。“造车新势力”后市如何走？近期，著名做空机构香橼资本发报告称，蔚来股价太高，应该“腰斩”至25美元/股。对此，海通证券称，随着10月新能源汽车销量翻倍，新能源汽车概念受到了资本追捧，业内认可新能源汽车以后的发展趋势，给较少上市的造车新势力企业更好的估值。但最近行业二级市场股价的调整，叠加香橼公司做空报告，无疑给行业降温。该机构表示，新能源汽车的发展方向或许是明确的，但是发展的过程是波折的，行业格局还会有很大的变化，中短期机会与风险凸显。前期新能源汽车板块火热，相关产业链上市公司经过此前的快速炒作多数个股均积累了不小的涨幅，短期估值处于相对高位，不少资金有获利了结的需求，短期价值回归趋势明显。也有机构“力挺”造车新势力，新时代证券表示，国内新能源汽车新车型密集推出，海外补贴加码，助力新能源汽车消费回暖，预计整体新能源汽车行业继续保持向上态势。中银证券认为，疫情冲击国内2020年上半年销量，下半年需求明显回暖，蔚来、理想、威马、小鹏等造车新势力异军突起，销量表现亮眼；国内补贴政策延续，长期规划引领行业发展，新车型密集推出有望刺激2021年需求。","news_type":1},"isVote":1,"tweetType":1,"viewCount":309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":251672427515912,"gmtCreate":1702480789899,"gmtModify":1703729837079,"author":{"id":"3460168506368575","authorId":"3460168506368575","name":"bluefacer","avatar":"https://static.tigerbbs.com/a2ea28f240bb6afd9518aba59c2db813","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460168506368575","authorIdStr":"3460168506368575"},"themes":[],"title":"美联储降息预期","htmlText":"查看详情： <a href=\"https://www.itigerup.com/marketing/ratecuts?actionID=df09b25a93c0fcfabc810aac6c145f09&amp;skin=1&amp;os=iOS&amp;account_id=949774&amp;utm_medium=tiger_community&amp;platform=iOS&amp;shareID=e7500eb4522347107ea8af3d4a3bc0c8&amp;invite=YKRVI&amp;lang=zh_CN\">美联储降息预期</a> 美联储降息预期加速升温，对市场有何影响？ 此帖仅开放于中国大陆用户","listText":"查看详情： <a href=\"https://www.itigerup.com/marketing/ratecuts?actionID=df09b25a93c0fcfabc810aac6c145f09&amp;skin=1&amp;os=iOS&amp;account_id=949774&amp;utm_medium=tiger_community&amp;platform=iOS&amp;shareID=e7500eb4522347107ea8af3d4a3bc0c8&amp;invite=YKRVI&amp;lang=zh_CN\">美联储降息预期</a> 美联储降息预期加速升温，对市场有何影响？ 此帖仅开放于中国大陆用户","text":"查看详情： 美联储降息预期 美联储降息预期加速升温，对市场有何影响？ 此帖仅开放于中国大陆用户","images":[{"img":"https://static.tigerbbs.com/ff98eccfaff055c5a7c86bee57069e0c"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/251672427515912","isVote":1,"tweetType":1,"viewCount":831,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":231917128110328,"gmtCreate":1697650304662,"gmtModify":1697650305816,"author":{"id":"3460168506368575","authorId":"3460168506368575","name":"bluefacer","avatar":"https://static.tigerbbs.com/a2ea28f240bb6afd9518aba59c2db813","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460168506368575","authorIdStr":"3460168506368575"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/231917128110328","repostId":"100163","repostType":12,"repost":{"id":100163,"title":"蔚来汽车","desc":"国产电动汽车制造公司","author":"小虎周报","cate_id":1,"img_url":"https://static.tigerbbs.com/4af360aed204c106bbf8876fcaea6fd6","content":"<p><span>2014年成立至今，蔚来</span><a href=\"https://laohu8.com/S/NIO\" target=\"_blank\"><a href=\"https://laohu8.com/S/NIO\">$(NIO)$</a></a><span>秉承了新型车企的特质，从发布英文品牌“NIO”、全新Logo，到量产车ES8首次揭开面纱、旗舰超跑蔚来EP9开启预售，这个过程仅耗时不到三年，成为进展最快的造车新势力企业。</span></p><p><span>除了专注造车外，蔚来还努力打造一站式汽车服务体验，蔚来体验中心NIO house、全球首创的电能服务体系NIO power等形成了未来自己的汽车生态系统。</span></p><h2><span>业务模式</span></h2><p><span>如今，国内新能源汽车公司如雨后春笋般出现，尽管每一家企业的商业逻辑不尽相同，但大多数依旧主打中低端市场，而蔚来汽车逐渐建立起独特的以服务用户为核心的商业模型，即“造车+用户+服务”。</span></p><h3><span><b>用户端</b></span><span>。</span></h3><p><span>蔚来汽车以汽车为中心，通过NIO APP连接起商家和用户，及时的进行分享和沟通，满足用户最及时的需求。</span></p><p><span></span><img src=\"https://static.tigerbbs.com/8e57bcae2d338510aa5de31b530e588f\" /><span></span></p><p><span>数据来源：NIO APP</span></p><h3><span><b>服务端。</b></span></h3><p><span>而在线下通过遍布全国各地的NIO house体验店，进一步提升了用户的行驶和购车体验。利用“涟漪模式”效应，即利用核心用户向其周边进行口碑传播，从无到有创造了自己的核心“死忠粉”，不断拓展用户群体。</span></p><p><span></span><img src=\"https://static.tigerbbs.com/6252b40aa371b2ccc6993ddb34e53c26\" /><span></span></p><p><span>蔚来汽车目前提供的服务远超4s店，车主在体验过蔚来汽车的服务之后，也会极大的增加对于蔚来汽车的客户黏性。</span></p><p><span>在销售渠道方面，蔚来汽车效仿特斯拉的直营模式，通过官方app和直营专卖店进行销售，可以充分掌握用户数据，与用户形成良好的互动，并以此为基础构建蔚来汽车基于汽车的生态链。</span></p><p><span>但与特斯拉不同是，蔚来汽车电动汽车只是“入口”，就像腾讯以微信社交为入口做游戏，最终都是要为用户创造一个基于用户圈的生态系统。</span></p><h2><span><b>卖车+服务收入。</b></span></h2><h3><span>1.</span><span><b>卖车收入。</b></span></h3><p><span>目前ES8的补贴前售价44.80-54.80万元，若采用电池租赁方案，加上补贴，顶配车型在38万元。这个定价有别于国内其他新能源汽车公司的市场定位，很显然目标是中高端市场，利润率水平是相对较高的。</span><span><b>差异化竞争策略也是蔚来汽车的一大优势。</b></span></p><p><span></span><img src=\"https://static.tigerbbs.com/4c27756c54f5f25328b8c99d7db75830\" /><span></span></p><h3><span>2.</span><span><b>服务收入。</b></span></h3><p><span>服务收入相当可观，主要包括三个方面：电池租赁，能量无忧，服务无忧。电池租赁即ES8采用现在少付10万元、未来每个月多付1280元的电池租用政策，降低了购车门槛，同时缓解了电池可持续性问题，这与特斯拉采取的预售等策略截然相反，究其原因，是蔚来汽车的盈利和现金流压力并没有特斯拉那么大。而能量无忧与服务无忧都是在此基础上的增值服务。</span></p><h3><span>3.</span><span><b>换电模式的可行性与持续性。</b></span></h3><p><span>那么何谓换电模式？换电模式是通过更高昂的费用和缩小应用场景（车型）来换取更高的效率。</span><span><b>简而言之，就是将电池从汽车剥离</b></span><span>。</span></p><p><span></span><img src=\"https://static.tigerbbs.com/d817653f4f6670ef44a7ca63f02707d7\" /></p><h3>4.<b>两面性</b></h3><p><span>优点是，消费者将不再需要100%支付电池价格，转而通过电池租用方案、购买换电套餐等方式，实现车辆的低成本拥有和使用，购车价格的减少无疑将降低消费者的购车门槛。</span></p><p><span>缺点是，电池占整车售价的比重是很高的，车企放弃电池销售对公司营收冲击很大，并且换电模式在实际应用起来会存在很多困难，由车企主导的换电模式很难形成统一的标准，规模有限，覆盖率很成问题。</span></p><p><span>此外，国家的现行补贴标准是按照电池续航里程和电池密度等指标设定的，如果采取车电价值分离模式，意味着无法再得到补贴，在补贴尚未完全退出的时候推广这项模式，企业将更加难以控制成本。</span></p><p><span>最早推出换电模式的公司是Better Place，最终由于投资成本过高、发展过于缓慢而宣布破产。特斯拉也大力推行过换电模式，最终也因昂贵的价格和糟糕的服务体验而收场。蔚来将换电模式作为主要一个差异化竞争的策略，这种模式能持续多久还不得而知。</span></p><h2><span>行业分析</span></h2><p><span>中国新能源汽车产销量已连续三年居世界首位，从产业规模来看，2009年中国新能源汽车产销不足500辆，2018年预计将达到150万辆，近几年维持高增速增长。</span></p><p><span>根据中国汽车工业协会的数据显示，1－6月累计销售新能汽车约41.2万辆，同比增长112％。其中，造车新势力的销量为4544辆，仅占比1.3%。</span></p><p><span></span><img src=\"https://static.tigerbbs.com/3dc9108a5558cf5348f6a9a055edaa8a\" /><span></span></p><p><span>车道越宽，竞争当然更加激烈。这种竞争既来自传统燃油车、新能源车企，也来自国外的新能源汽车品牌，并且，目前我国新能源汽车与传统燃油车没有明显的竞争优势，与国际上先进的新能源汽车也仍然有较大差距。</span></p><p><span></span><img src=\"https://static.tigerbbs.com/f6c9daa6080019175f084fec4498324f\" /><span></span></p><p><span></span><img src=\"https://static.tigerbbs.com/2abbbc529c6a8731fff91a299c01ea84\" /><span></span></p><p><span>需注意的是，上半年有销量的造车新势力只有云度新能源汽车、电咖汽车以及小鹏汽车，而此前业内呼声比较高的蔚来汽车和威马汽车虽然旗下的新车已经上市且有订单，但此次公布的销量数据中并没有出现。上文中提到，截止8月28日，蔚来一共生产出2200台ES8，已交付1381台。</span></p><p><span>要知道，2017年全年特斯拉在华销量为1.49万辆，也仅占中国纯电动汽车市场份额的3%，其在华营收占全球总营收的17%，对于刚刚量产的蔚来汽车来说可谓路漫漫其修远兮。</span></p><p><span>然而，特斯拉在华全系车型价格大涨会对其在华销量造成不利影响，而这对国内中高档新能源汽车是个利好机会，蔚来汽车正是瞄准了国内中高端市场的空当。</span></p><h2><span>热门车型参数</span></h2><p><span></span><img src=\"https://static.tigerbbs.com/453dcd8e715efa96c17bcfd5f1944d10\" /><span></span></p><p><span>不论是车型定位还是价格区间，差异化竞争一直是蔚来汽车的核心观念。尤其是定价，国产新能源汽车价格一般是从20-30万不等，或者更低。特斯拉牢牢占据着高端市场，而蔚来选择进军40-50万的中端市场还是相对明智的。</span></p><h2>财务事件</h2><p>2019年9月24日蔚来汽车发布19Q2财报，在营收超预期（15.08亿元vs预期13.09亿元）的情况下，亏损较去年同期增长83%至32.85亿美元（vs预期29.44亿元），成本超支、业务现金流低于预期等因素导致蔚来股价于财报当日暴跌20%。<img src=\"https://static.tigerbbs.com/0c4efe90460179eb9cd64db5e597b36b\" /></p><p>李斌表示，公司将不得不在今年年底前完成全球裁员2,000人，并对公司将进行更多重组，一些非核心业务将被剥离，以控制现金流。</p><h3><span>风险提示</span></h3><p><span>1. 国内新能源汽车市场（OEMs）竞争日趋激烈的风险</span></p><p><span>2. 中国考虑进一步削减对电动汽车补贴的风险</span></p><p><span>3. 独一无二的商业模式的可持续性与行政风险</span></p><p><span>4. 亏损扩大与进一步融资的不确定性风险</span></p>","is_hot":true,"insert_time":1568103659000,"update_time":1569401270000,"thumbnail":"https://static.tigerbbs.com/4af360aed204c106bbf8876fcaea6fd6?op=imageView2&mode=1&width=120","stock_code":[{"market":"US","symbol":"NIO"}],"retrieval_id":["W"]},"isVote":1,"tweetType":1,"viewCount":403,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":189072430264424,"gmtCreate":1687185589795,"gmtModify":1687185591435,"author":{"id":"3460168506368575","authorId":"3460168506368575","name":"bluefacer","avatar":"https://static.tigerbbs.com/a2ea28f240bb6afd9518aba59c2db813","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460168506368575","authorIdStr":"3460168506368575"},"themes":[],"htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/189072430264424","repostId":"2344904364","repostType":4,"repost":{"id":"2344904364","kind":"highlight","pubTimestamp":1687167668,"share":"https://www.laohu8.com/m/news/2344904364?lang=&edition=full","pubTime":"2023-06-19 17:41","market":"hk","language":"zh","title":"被英伟达反超之后，“不服”的英特尔开始发力","url":"https://stock-news.laohu8.com/highlight/detail?id=2344904364","media":"金十数据","summary":"英特尔将斥资250亿美元在以色列建厂，另外又获得了德国价值100亿欧元的建厂补贴。这家老牌芯片厂商明显开始发力了。最近，人工智能的火爆传遍了大街小巷，分析师和投资者们对科技股更是兴奋不已。吃到“红利”","content":"<html><head></head><body><blockquote>英特尔将斥资250亿美元在以色列建厂，另外又获得了德国价值100亿欧元的建厂补贴。这家老牌芯片厂商明显开始发力了。</blockquote><p>最近，人工智能的火爆传遍了大街小巷，分析师和投资者们对科技股更是兴奋不已。吃到“红利”的AI芯片制造商<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>和AMD市值暴涨，一夜之间占据了各大新闻头条。</p><p><strong>另一家老牌计算机厂商——<a href=\"https://laohu8.com/S/INTC\">英特尔</a>也开始发力。</strong></p><p>上周，英特尔宣布在波兰建立一个价值46亿美元的半导体组装和测试工厂；周五，<strong>英特尔股价创下了14年来最佳单周表现</strong>，上涨16.1%，带动分析师和投资者进一步看多科技股。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/181dec57184d890ef3367188d9e6fbde\" tg-width=\"560\" tg-height=\"240\"/></p><p>周日，以色列总理内塔尼亚胡宣布，<strong>英特尔公司计划在以色列</strong>城市Kiryat Gat斥资250亿美元，建造一个“巨大的、前所未有的”先进<strong>芯片制造厂</strong>。根据以色列财政部的一份声明，该芯片制造厂计划于2027年开业，至少运营到2035年。英特尔发言人证实公司的确“打算扩大在以色列的制造能力”，以支持首席执行官基辛格提出的<strong>“IDM 2.0”战略</strong>。</p><p>6月19日，英特尔又与德国达成一项协议，获得价值100亿欧元(约合109亿美元)补贴，用于在德国东部建设半导体制造工厂。此前，英特尔同意以68亿欧元的政府援助在马格德堡市建造工厂，但由于经济因素而推迟了工厂的开工。</p><p>在多重利好消息刺激下，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析师Joseph Moore将英特尔的<strong>目标价从31美元上调至38美元。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/401e3cb063d4e8c35a1cb701ec7afc69\" title=\"\" tg-width=\"1344\" tg-height=\"896\"/></p><p><strong>回顾英特尔这一路</strong></p><p><strong>英特尔这十几年的发展之路可谓是群狼环伺</strong>。</p><p>早在2009年，英特尔就达到了1,090亿美元的市值，当时的第二大芯片制造商高通公司市值为780亿美元，而<a href=\"https://laohu8.com/S/TSM\">台积电</a>以520亿美元位列第三。在那时，英伟达估值仅为67亿美元，AMD也只是一家价值28亿美元的公司。</p><p>转眼到了2020年初，<strong>台积电已经以3030亿美元的市值把英特尔甩在了身后</strong>，英特尔2610亿美元位居第二，而此时的英伟达也已加速追了上来，以1450亿美元紧随其后。</p><p><strong>2020年中，英特尔宣布延迟发布下一代芯片，随后英伟达市值反超英特尔。</strong>而现在，<strong>英伟达</strong>颇有后来者居上的意味，最近成为<strong>第一个加入万亿市值俱乐部的芯片制造商</strong>。</p><p>但随着英特尔新任CEO基辛格（Pat Gelsinger）大刀阔斧地改革公司业务发展，<strong>推出“IDM 2.0”战略</strong>，并计划打造一个以美国和欧洲为基础核心的制造网络，减弱整个产业链对于亚洲的依赖，英特尔的未来似乎又出现了<strong>新的生机</strong>。</p><p><strong>前路未必一帆风顺</strong></p><p>不过，想要在AI领域拔得头筹并<strong>没有那么简单</strong>。就如Moore提醒道的：</p><blockquote>“英特尔确实有发展AI芯片的机会，但由于其传统服务器业务占比颇大，业务侧重点转移意味着更大的支出。要带动AI业务增长，英特尔首先需要在数据中心和CPU业务等方面扭亏为盈。”</blockquote><p>此前的疫情期间，英特尔芯片最初十分短缺，但大约一年前又出现了供应过剩，<strong>导致数据中心和CPU业务陷入亏损</strong>。</p><p>就投资方面，Moore说，<strong>短期内他看好英特尔几年前收购的Habana实验室</strong>，明年可能会给英特尔带来芯片方面的实质性收入。</p></body></html>","source":"xnew_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>被英伟达反超之后，“不服”的英特尔开始发力</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被英伟达反超之后，“不服”的英特尔开始发力\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-19 17:41 北京时间&nbsp;&nbsp;&nbsp;<a href=https://xnews.jin10.com/webapp/details.html?id=115280&type=news&data_type=0><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英特尔将斥资250亿美元在以色列建厂，另外又获得了德国价值100亿欧元的建厂补贴。这家老牌芯片厂商明显开始发力了。最近，人工智能的火爆传遍了大街小巷，分析师和投资者们对科技股更是兴奋不已。吃到“红利”的AI芯片制造商英伟达和AMD市值暴涨，一夜之间占据了各大新闻头条。另一家老牌计算机厂商——英特尔也开始发力。上周，英特尔宣布在波兰建立一个价值46亿美元的半导体组装和测试工厂；周五，英特尔股价创下了...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=115280&type=news&data_type=0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/71c58cd3254523a8c02e2599358c6634","relate_stocks":{"IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4587":"ChatGPT概念","BK4535":"淡马锡持仓","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU0109391861.USD":"富兰克林美国机遇基金A Acc","BK4579":"人工智能","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4550":"红杉资本持仓","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0079474960.USD":"联博美国增长基金A","BK4588":"碎股","BK4141":"半导体产品","BK4503":"景林资产持仓","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0056508442.USD":"贝莱德世界科技基金A2","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","BK4551":"寇图资本持仓","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","BK4581":"高盛持仓","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","LU0109392836.USD":"富兰克林科技股A","BK4512":"苹果概念","BK4549":"软银资本持仓","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","BK4529":"IDC概念","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","INTC":"英特尔","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","BK4515":"5G概念","BK4554":"元宇宙及AR概念","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU1548497426.USD":"安联环球人工智能AT Acc","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=115280&type=news&data_type=0","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2344904364","content_text":"英特尔将斥资250亿美元在以色列建厂，另外又获得了德国价值100亿欧元的建厂补贴。这家老牌芯片厂商明显开始发力了。最近，人工智能的火爆传遍了大街小巷，分析师和投资者们对科技股更是兴奋不已。吃到“红利”的AI芯片制造商英伟达和AMD市值暴涨，一夜之间占据了各大新闻头条。另一家老牌计算机厂商——英特尔也开始发力。上周，英特尔宣布在波兰建立一个价值46亿美元的半导体组装和测试工厂；周五，英特尔股价创下了14年来最佳单周表现，上涨16.1%，带动分析师和投资者进一步看多科技股。周日，以色列总理内塔尼亚胡宣布，英特尔公司计划在以色列城市Kiryat Gat斥资250亿美元，建造一个“巨大的、前所未有的”先进芯片制造厂。根据以色列财政部的一份声明，该芯片制造厂计划于2027年开业，至少运营到2035年。英特尔发言人证实公司的确“打算扩大在以色列的制造能力”，以支持首席执行官基辛格提出的“IDM 2.0”战略。6月19日，英特尔又与德国达成一项协议，获得价值100亿欧元(约合109亿美元)补贴，用于在德国东部建设半导体制造工厂。此前，英特尔同意以68亿欧元的政府援助在马格德堡市建造工厂，但由于经济因素而推迟了工厂的开工。在多重利好消息刺激下，摩根士丹利分析师Joseph Moore将英特尔的目标价从31美元上调至38美元。回顾英特尔这一路英特尔这十几年的发展之路可谓是群狼环伺。早在2009年，英特尔就达到了1,090亿美元的市值，当时的第二大芯片制造商高通公司市值为780亿美元，而台积电以520亿美元位列第三。在那时，英伟达估值仅为67亿美元，AMD也只是一家价值28亿美元的公司。转眼到了2020年初，台积电已经以3030亿美元的市值把英特尔甩在了身后，英特尔2610亿美元位居第二，而此时的英伟达也已加速追了上来，以1450亿美元紧随其后。2020年中，英特尔宣布延迟发布下一代芯片，随后英伟达市值反超英特尔。而现在，英伟达颇有后来者居上的意味，最近成为第一个加入万亿市值俱乐部的芯片制造商。但随着英特尔新任CEO基辛格（Pat Gelsinger）大刀阔斧地改革公司业务发展，推出“IDM 2.0”战略，并计划打造一个以美国和欧洲为基础核心的制造网络，减弱整个产业链对于亚洲的依赖，英特尔的未来似乎又出现了新的生机。前路未必一帆风顺不过，想要在AI领域拔得头筹并没有那么简单。就如Moore提醒道的：“英特尔确实有发展AI芯片的机会，但由于其传统服务器业务占比颇大，业务侧重点转移意味着更大的支出。要带动AI业务增长，英特尔首先需要在数据中心和CPU业务等方面扭亏为盈。”此前的疫情期间，英特尔芯片最初十分短缺，但大约一年前又出现了供应过剩，导致数据中心和CPU业务陷入亏损。就投资方面，Moore说，短期内他看好英特尔几年前收购的Habana实验室，明年可能会给英特尔带来芯片方面的实质性收入。","news_type":1},"isVote":1,"tweetType":1,"viewCount":452,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189041168449608,"gmtCreate":1687177952540,"gmtModify":1687177953942,"author":{"id":"3460168506368575","authorId":"3460168506368575","name":"bluefacer","avatar":"https://static.tigerbbs.com/a2ea28f240bb6afd9518aba59c2db813","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460168506368575","authorIdStr":"3460168506368575"},"themes":[],"htmlText":"111","listText":"111","text":"111","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/189041168449608","repostId":"2344469854","repostType":2,"isVote":1,"tweetType":1,"viewCount":356,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189015059452032,"gmtCreate":1687171653234,"gmtModify":1687171655329,"author":{"id":"3460168506368575","authorId":"3460168506368575","name":"bluefacer","avatar":"https://static.tigerbbs.com/a2ea28f240bb6afd9518aba59c2db813","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460168506368575","authorIdStr":"3460168506368575"},"themes":[],"htmlText":"11","listText":"11","text":"11","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/189015059452032","repostId":"1108555505","repostType":2,"repost":{"id":"1108555505","kind":"news","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1687163069,"share":"https://www.laohu8.com/m/news/1108555505?lang=&edition=full","pubTime":"2023-06-19 16:24","market":"us","language":"zh","title":"“日特估”再烧一把火：巴菲特“没赚够”，又增持了五大商社！","url":"https://stock-news.laohu8.com/highlight/detail?id=1108555505","media":"华尔街见闻","summary":"巴菲特旗下伯克希尔哈撒韦公司表示，已通过全资子公司将其在日本五大商社的平均持股比例提高至8.5%以上“股神”巴菲特继续布局日本！“日特估”的风还在继续。6月19日周一，日本股市收盘后，巴菲特旗下伯克希","content":"<html><head></head><body><blockquote>巴菲特旗下<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>哈撒韦公司表示，已通过全资子公司将其在日本五大商社的平均持股比例提高至8.5%以上</blockquote><p style=\"text-align: justify;\">“股神”巴菲特继续布局日本！“日特估”的风还在继续。</p><p style=\"text-align: justify;\">6月19日周一，日本股市收盘后，巴菲特旗下伯克希尔哈撒韦公司表示，已通过全资子公司National Indemnity Company将<strong>其在日本五大商社的平均持股比例提高至8.5%以上。</strong></p><p style=\"text-align: justify;\">具体来看，伯克希尔哈撒韦对伊藤忠商事的持股比例从6.21%增至7.47%；住友集团的持股比例从6.57%提高到8.31%；三井物产持股比例从6.62%增加至8.09%；丸红的持股比例从6.75%提高到8.3%。</p><p style=\"text-align: justify;\">彭博社分析指出，伯克希尔哈撒韦此举进一步说明其准备长期在日本的投资。根据价格的不同，<strong>伯克希尔哈撒韦公司可以在这五项投资中的任何一项中的持股比例增持至最多9.9%。</strong></p><p style=\"text-align: justify;\">华尔街见闻在多篇文章中分析指出，许多投资者认为，日股持续刷新三十三年新高，是被低估、但有高分红且正改革治理能力的日本上市公司，即所谓的“日特估”推动的结果。</p><p style=\"text-align: justify;\">去年刚刚晋升“对冲基金新王”的城堡投资（Citadel）创始人兼CEO肯·格里芬（Ken Griffin）认为日本通胀持续高企，有“走出通缩”的迹象，日本股市或许还将持续创新高：</p><blockquote>能够看到日本通胀朝着温和增长和正常化的信号，对于货币政策而言是一件健康的事情，同时日本央行也能有更多的能力，在商业周期起起伏伏中管理经济。</blockquote><p><strong>巴菲特已“大获全胜”</strong></p><p style=\"text-align: justify;\">巴菲特3年前的投资现在看起来很有先见之明。</p><p style=\"text-align: justify;\">2020年8月，伯克希尔·哈撒韦宣布收购了日本五大商社各超5%的股份。<strong>“它们以我看来是荒谬的价格出售，</strong>”巴菲特上个月告诉CNBC。</p><p style=\"text-align: justify;\">根据媒体汇编的数据，2020年以来<strong>巴菲特在日本贸易公司的头寸中估计获得了</strong>45亿美元的收益。</p><p style=\"text-align: justify;\">今年以来，三菱股价已上涨超64%，三井上涨约20%，丸红上涨超65%，而伊藤忠商事和住友商事上涨超41%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4ac860d1f4d045e6f31c4a0fe04b89a5\" tg-width=\"640\" tg-height=\"594\"/></p><p style=\"text-align: justify;\">作为背景知识，日本五大商社——三菱商事、三井物产、住友商事、伊藤忠商事和丸红商事——早在多年以前就走上了逐步摆脱化石燃料的道路。</p><p style=\"text-align: justify;\">值得一提的是，巴菲特刚开始押注五大商社之际正值新冠肆虐油气价低迷之际，之后，随着经济逐渐复苏大宗商品价格屡创历史新高，五大商社股价水涨船高，巴菲特也赚得盆满钵满。但如今，商品价格已经显著回调，巴菲特为什么还要加码投资五大商社，或者说加码投资日本？彭博社也在报道中提出：</p><blockquote>巴菲特是押注摆脱化石燃料、大宗商品本身，还是两者兼而有之？还是别的什么？</blockquote><p style=\"text-align: justify;\">华尔街见闻曾在此前文章中提及，<strong>现在日本央行的超宽松政策叠加美联储的暂停加息都将对日股形成支撑。</strong></p><p style=\"text-align: justify;\"><a href=\"https://laohu8.com/S/UBS\">瑞银</a>表示，投资者们普遍认为，日元并不会继续贬值，<strong>日元兑美元汇率在140的水平继续下跌的可能性不大</strong>：</p><blockquote>日元可能会在近期大幅反弹。即使抛开时机不谈，日元兑美元的大幅升值也会推动日本股市继续走高。</blockquote><p style=\"text-align: justify;\">也有分析师认为，无论日元波动如何，投资日股可能都是好选择。</p><p style=\"text-align: justify;\">宏观策略师Simon White表示，对全球投资者来说，日本提供了全球最佳通胀对冲工具之一，投资日本股市可以抵御通胀日益根深蒂固的全球物价上涨冲击。</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>“日特估”再烧一把火：巴菲特“没赚够”，又增持了五大商社！</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“日特估”再烧一把火：巴菲特“没赚够”，又增持了五大商社！\n</h2>\n\n<h4 class=\"meta\">\n\n2023-06-19 16:24 北京时间&nbsp;&nbsp;&nbsp;<strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>巴菲特旗下伯克希尔哈撒韦公司表示，已通过全资子公司将其在日本五大商社的平均持股比例提高至8.5%以上“股神”巴菲特继续布局日本！“日特估”的风还在继续。6月19日周一，日本股市收盘后，巴菲特旗下伯克希尔哈撒韦公司表示，已通过全资子公司National Indemnity Company将其在日本五大商社的平均持股比例提高至8.5%以上。具体来看，伯克希尔哈撒韦对伊藤忠商事的持股比例从6.21%增至...</p>\n\n<a href=\"\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f3ecc14db02762fcb82cdbb76e654301","relate_stocks":{"BK4581":"高盛持仓","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4534":"瑞士信贷持仓","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","BK4585":"ETF&股票定投概念","BRK.A":"伯克希尔","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","BK4533":"AQR资本管理(全球第二大对冲基金)","BRK.B":"伯克希尔B","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","BK4588":"碎股","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0234572021.USD":"高盛美国核心股票组合Acc"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108555505","content_text":"巴菲特旗下伯克希尔哈撒韦公司表示，已通过全资子公司将其在日本五大商社的平均持股比例提高至8.5%以上“股神”巴菲特继续布局日本！“日特估”的风还在继续。6月19日周一，日本股市收盘后，巴菲特旗下伯克希尔哈撒韦公司表示，已通过全资子公司National Indemnity Company将其在日本五大商社的平均持股比例提高至8.5%以上。具体来看，伯克希尔哈撒韦对伊藤忠商事的持股比例从6.21%增至7.47%；住友集团的持股比例从6.57%提高到8.31%；三井物产持股比例从6.62%增加至8.09%；丸红的持股比例从6.75%提高到8.3%。彭博社分析指出，伯克希尔哈撒韦此举进一步说明其准备长期在日本的投资。根据价格的不同，伯克希尔哈撒韦公司可以在这五项投资中的任何一项中的持股比例增持至最多9.9%。华尔街见闻在多篇文章中分析指出，许多投资者认为，日股持续刷新三十三年新高，是被低估、但有高分红且正改革治理能力的日本上市公司，即所谓的“日特估”推动的结果。去年刚刚晋升“对冲基金新王”的城堡投资（Citadel）创始人兼CEO肯·格里芬（Ken Griffin）认为日本通胀持续高企，有“走出通缩”的迹象，日本股市或许还将持续创新高：能够看到日本通胀朝着温和增长和正常化的信号，对于货币政策而言是一件健康的事情，同时日本央行也能有更多的能力，在商业周期起起伏伏中管理经济。巴菲特已“大获全胜”巴菲特3年前的投资现在看起来很有先见之明。2020年8月，伯克希尔·哈撒韦宣布收购了日本五大商社各超5%的股份。“它们以我看来是荒谬的价格出售，”巴菲特上个月告诉CNBC。根据媒体汇编的数据，2020年以来巴菲特在日本贸易公司的头寸中估计获得了45亿美元的收益。今年以来，三菱股价已上涨超64%，三井上涨约20%，丸红上涨超65%，而伊藤忠商事和住友商事上涨超41%。作为背景知识，日本五大商社——三菱商事、三井物产、住友商事、伊藤忠商事和丸红商事——早在多年以前就走上了逐步摆脱化石燃料的道路。值得一提的是，巴菲特刚开始押注五大商社之际正值新冠肆虐油气价低迷之际，之后，随着经济逐渐复苏大宗商品价格屡创历史新高，五大商社股价水涨船高，巴菲特也赚得盆满钵满。但如今，商品价格已经显著回调，巴菲特为什么还要加码投资五大商社，或者说加码投资日本？彭博社也在报道中提出：巴菲特是押注摆脱化石燃料、大宗商品本身，还是两者兼而有之？还是别的什么？华尔街见闻曾在此前文章中提及，现在日本央行的超宽松政策叠加美联储的暂停加息都将对日股形成支撑。瑞银表示，投资者们普遍认为，日元并不会继续贬值，日元兑美元汇率在140的水平继续下跌的可能性不大：日元可能会在近期大幅反弹。即使抛开时机不谈，日元兑美元的大幅升值也会推动日本股市继续走高。也有分析师认为，无论日元波动如何，投资日股可能都是好选择。宏观策略师Simon White表示，对全球投资者来说，日本提供了全球最佳通胀对冲工具之一，投资日本股市可以抵御通胀日益根深蒂固的全球物价上涨冲击。","news_type":1},"isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188918453207168,"gmtCreate":1687148067725,"gmtModify":1687148069229,"author":{"id":"3460168506368575","authorId":"3460168506368575","name":"bluefacer","avatar":"https://static.tigerbbs.com/a2ea28f240bb6afd9518aba59c2db813","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460168506368575","authorIdStr":"3460168506368575"},"themes":[],"htmlText":"11","listText":"11","text":"11","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/188918453207168","repostId":"1141597409","repostType":2,"repost":{"id":"1141597409","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":1687148001,"share":"https://www.laohu8.com/m/news/1141597409?lang=&edition=full","pubTime":"2023-06-19 12:13","market":"other","language":"zh","title":"促进新能源汽车产业高质量发展政策举措有望近日出台","url":"https://stock-news.laohu8.com/highlight/detail?id=1141597409","media":"老虎资讯综合","summary":"6月19日，记者日前获悉，促进新能源汽车产业高质量发展政策举措有望近日出台。 (中证报)","content":"<html><head></head><body><p>6月19日，记者日前获悉，促进新能源汽车产业高质量发展政策举措有望近日出台。 (中证报)</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>促进新能源汽车产业高质量发展政策举措有望近日出台</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促进新能源汽车产业高质量发展政策举措有望近日出台\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\">2023-06-19 12:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>6月19日，记者日前获悉，促进新能源汽车产业高质量发展政策举措有望近日出台。 (中证报)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/47b6fbfe38edb1202883a645549da7f6","relate_stocks":{"002594":"比亚迪","NIO":"蔚来","02015":"理想汽车-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141597409","content_text":"6月19日，记者日前获悉，促进新能源汽车产业高质量发展政策举措有望近日出台。 (中证报)","news_type":1},"isVote":1,"tweetType":1,"viewCount":205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187686141563064,"gmtCreate":1686847807035,"gmtModify":1686847808522,"author":{"id":"3460168506368575","authorId":"3460168506368575","name":"bluefacer","avatar":"https://static.tigerbbs.com/a2ea28f240bb6afd9518aba59c2db813","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460168506368575","authorIdStr":"3460168506368575"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/187686141563064","repostId":"1768643984064583","repostType":17,"repost":{"id":2461,"live_id":"1768643984064583","type":1,"live_form":0,"category_id":13,"category_name":"热点活动","material_type":0,"regions":[1],"title":"蔚来ET5旅行版发布会","title_en":"","status":3,"abstract_en":[],"description_html":"全球首款智能电动旅行车，蔚来ET5旅行版，即将全球发布。锁定直播间，开启一往无前的旅程。","description_html_en":"","source_url":" ","video_url":"","live_img_url":"https://p1-live.byteimg.com/tos-cn-i-gjr78lqtd0/791f85c0a1bc4c12b0c83b55c950d8d9~tplv-gjr78lqtd0-image.image","live_img_url_en":"","activate_content":true,"expected_time":1686826800000,"time_remain":-49625073466,"start_time":0,"end_time":1686832510,"user_counter":"471","symbols":[],"speaker_info":[{"name":"蔚来","avatar":"https://static.tigerbbs.com/b8bda7764740983e6d3e5bc7af700020","uuid":"3567539496958876"}],"abstract":[]},"isVote":1,"tweetType":1,"viewCount":549,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":185837074039024,"gmtCreate":1686409608845,"gmtModify":1686409623302,"author":{"id":"3460168506368575","authorId":"3460168506368575","name":"bluefacer","avatar":"https://static.tigerbbs.com/a2ea28f240bb6afd9518aba59c2db813","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460168506368575","authorIdStr":"3460168506368575"},"themes":[],"htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/185837074039024","repostId":"1767825440404488","repostType":17,"repost":{"id":2429,"live_id":"1767825440404488","type":1,"live_form":0,"category_id":3,"category_name":"业绩报告会","material_type":0,"regions":[3,1,6,7,5,2,4],"title":"蔚来2023Q1业绩电话会议","title_en":"Nio 2023Q1 Performance Conference Call","status":3,"abstract_en":[],"description_html":"Nio will hold its quarterly conference call to discuss fourth quarter 2023 financial results on Friday，June 9, at 08:00 p.m. Singapore Time (10:00 p.m. Australian Eastern Time).Stay tuned！","description_html_en":"Nio will hold its quarterly conference call to discuss fourth quarter 2023 financial results on Friday，June 9, at 08:00 p.m. Singapore Time (10:00 p.m. Australian Eastern Time).Stay tuned！","source_url":"https://lpl27170.laohu8.com/live/Tiger2023.m3u8","video_url":"","live_img_url":"https://p1-live.byteimg.com/tos-cn-i-gjr78lqtd0/610ee10d818f4e78bc07acb01fbdb204~tplv-gjr78lqtd0-image.image","live_img_url_en":"https://p1-live.byteimg.com/tos-cn-i-gjr78lqtd0/610ee10d818f4e78bc07acb01fbdb204~tplv-gjr78lqtd0-image.image","activate_content":true,"expected_time":1686312000000,"time_remain":-50139873460,"start_time":0,"end_time":1686317443,"user_counter":"1304","symbols":[],"speaker_info":[],"abstract":[]},"isVote":1,"tweetType":1,"viewCount":193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185837074534424,"gmtCreate":1686409600170,"gmtModify":1686409601828,"author":{"id":"3460168506368575","authorId":"3460168506368575","name":"bluefacer","avatar":"https://static.tigerbbs.com/a2ea28f240bb6afd9518aba59c2db813","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460168506368575","authorIdStr":"3460168506368575"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/185837074534424","repostId":"1767825440404488","repostType":17,"repost":{"id":2429,"live_id":"1767825440404488","type":1,"live_form":0,"category_id":3,"category_name":"业绩报告会","material_type":0,"regions":[3,1,6,7,5,2,4],"title":"蔚来2023Q1业绩电话会议","title_en":"Nio 2023Q1 Performance Conference Call","status":3,"abstract_en":[],"description_html":"Nio will hold its quarterly conference call to discuss fourth quarter 2023 financial results on Friday，June 9, at 08:00 p.m. Singapore Time (10:00 p.m. Australian Eastern Time).Stay tuned！","description_html_en":"Nio will hold its quarterly conference call to discuss fourth quarter 2023 financial results on Friday，June 9, at 08:00 p.m. Singapore Time (10:00 p.m. Australian Eastern Time).Stay tuned！","source_url":"https://lpl27170.laohu8.com/live/Tiger2023.m3u8","video_url":"","live_img_url":"https://p1-live.byteimg.com/tos-cn-i-gjr78lqtd0/610ee10d818f4e78bc07acb01fbdb204~tplv-gjr78lqtd0-image.image","live_img_url_en":"https://p1-live.byteimg.com/tos-cn-i-gjr78lqtd0/610ee10d818f4e78bc07acb01fbdb204~tplv-gjr78lqtd0-image.image","activate_content":true,"expected_time":1686312000000,"time_remain":-50139873456,"start_time":0,"end_time":1686317443,"user_counter":"1304","symbols":[],"speaker_info":[],"abstract":[]},"isVote":1,"tweetType":1,"viewCount":555,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":653220716,"gmtCreate":1680974883835,"gmtModify":1680974885155,"author":{"id":"3460168506368575","authorId":"3460168506368575","name":"bluefacer","avatar":"https://static.tigerbbs.com/a2ea28f240bb6afd9518aba59c2db813","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460168506368575","authorIdStr":"3460168506368575"},"themes":[],"htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/653220716","repostId":"2325517000","repostType":2,"isVote":1,"tweetType":1,"viewCount":270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":650723822,"gmtCreate":1679525119567,"gmtModify":1679525120999,"author":{"id":"3460168506368575","authorId":"3460168506368575","name":"bluefacer","avatar":"https://static.tigerbbs.com/a2ea28f240bb6afd9518aba59c2db813","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460168506368575","authorIdStr":"3460168506368575"},"themes":[],"htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/650723822","repostId":"1150558943","repostType":4,"repost":{"id":"1150558943","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":1679474095,"share":"https://www.laohu8.com/m/news/1150558943?lang=&edition=full","pubTime":"2023-03-22 16:34","market":"hk","language":"zh","title":"腾讯第四季度营收1450亿元人民币，同比增长1%","url":"https://stock-news.laohu8.com/highlight/detail?id=1150558943","media":"老虎资讯综合","summary":"3月22日，腾讯控股发布2022财年第四季度和全年业绩报告。财报显示：第四季度营收1450亿元人民币，预估1445亿元人民币。第四季度净利润为1062.68亿元，同比增长12%；第四季度调整后净利润2","content":"<html><head></head><body><p>3月22日，腾讯控股发布2022财年第四季度和全年业绩报告。</p><p>财报显示：第四季度营收1450亿元人民币，预估1445亿元人民币。</p><p>第四季度净利润为1062.68亿元，同比增长12%；</p><p>第四季度调整后净利润297亿元人民币，预估308.4亿元人民币。</p><p>第四季度营业利润1168亿元人民币，预估383亿元人民币。</p><p>第四季度网络广告收入247亿元人民币，预估220.7亿元人民币。</p><p>第四季度增值服务业务收入704亿元人民币，预估701.5亿元人民币。</p><p>第四季度个人电脑客户端游戏收入115亿元人民币，预估107.9亿元人民币。<img src=\"https://static.tigerbbs.com/200a97c0ae79f7adf6485b9d097676a9\" tg-width=\"1155\" tg-height=\"816\" referrerpolicy=\"no-referrer\"/>此外，微信及WeChat的月活跃帐户13.13亿，同比增长3.5%；QQ移动终端月活跃账户数为5.72亿，同比增长3.6%。第四季度收费增值服务付费会员数2.34亿，预估2.4亿。<img src=\"https://static.tigerbbs.com/15df89253bf36a74f12e177710270c07\" tg-width=\"941\" tg-height=\"336\" referrerpolicy=\"no-referrer\"/><b>第四季度国际市场游戏收入增长5%至人民币139亿元</b></p><p>腾讯控股：第四季度国际市场游戏收入增长5%至人民币139亿元，排除汇率影响及二零二一年第四季与Supercell相关的调整后，增幅为11%；本土市场游戏收入下降6%至人民币279亿元，乃由于先前季度的流水同比下降。</p><p><b>2022年营收5545.5亿元，同比下降1%。</b></p><p>全年净利润1882.4亿元人民币，同比下降16%，预估1136.6亿元人民币。</p><p>2022年每股末期股息2.40港元。<img src=\"https://static.tigerbbs.com/4dcd86094bea3f179199112a27a917ec\" tg-width=\"1109\" tg-height=\"732\" referrerpolicy=\"no-referrer\"/><b>腾讯提高独董比例，刘炽平继续担任公司总裁兼投资委员会主席</b></p><p>腾讯董事会今天公告，刘炽平将轮值退任执行董事，但管理职责不变，继续担任公司总裁兼投资委员会主席，致力于集团的日常运营和管理。此举是为了更清晰地划分公司董事会及管理团队职责，同时提升董事会中非执行董事和女性董事占比，改善公司治理结构。去年8月，腾讯董事会新增一名独立非执行董事张秀兰教授，董事会中女性成员增加到2位。此次刘炽平交接完成后，女性董事占比将提升到25%。与此同时，交接完成后，腾讯独立非执行董事占比将提升到63%。</p><p><b>正在投资人工智能能力和云基础设施，以拥抱基础模型的趋势</b></p><p>腾讯控股表示，我们正在投资于人工智能的能力和云基础设施，以拥抱基础模型的趋势，相信这将有助于提升我们现有的产品与服务，探索和推出新的产品。</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>腾讯第四季度营收1450亿元人民币，同比增长1%</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腾讯第四季度营收1450亿元人民币，同比增长1%\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\">2023-03-22 16:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月22日，腾讯控股发布2022财年第四季度和全年业绩报告。</p><p>财报显示：第四季度营收1450亿元人民币，预估1445亿元人民币。</p><p>第四季度净利润为1062.68亿元，同比增长12%；</p><p>第四季度调整后净利润297亿元人民币，预估308.4亿元人民币。</p><p>第四季度营业利润1168亿元人民币，预估383亿元人民币。</p><p>第四季度网络广告收入247亿元人民币，预估220.7亿元人民币。</p><p>第四季度增值服务业务收入704亿元人民币，预估701.5亿元人民币。</p><p>第四季度个人电脑客户端游戏收入115亿元人民币，预估107.9亿元人民币。<img src=\"https://static.tigerbbs.com/200a97c0ae79f7adf6485b9d097676a9\" tg-width=\"1155\" tg-height=\"816\" referrerpolicy=\"no-referrer\"/>此外，微信及WeChat的月活跃帐户13.13亿，同比增长3.5%；QQ移动终端月活跃账户数为5.72亿，同比增长3.6%。第四季度收费增值服务付费会员数2.34亿，预估2.4亿。<img src=\"https://static.tigerbbs.com/15df89253bf36a74f12e177710270c07\" tg-width=\"941\" tg-height=\"336\" referrerpolicy=\"no-referrer\"/><b>第四季度国际市场游戏收入增长5%至人民币139亿元</b></p><p>腾讯控股：第四季度国际市场游戏收入增长5%至人民币139亿元，排除汇率影响及二零二一年第四季与Supercell相关的调整后，增幅为11%；本土市场游戏收入下降6%至人民币279亿元，乃由于先前季度的流水同比下降。</p><p><b>2022年营收5545.5亿元，同比下降1%。</b></p><p>全年净利润1882.4亿元人民币，同比下降16%，预估1136.6亿元人民币。</p><p>2022年每股末期股息2.40港元。<img src=\"https://static.tigerbbs.com/4dcd86094bea3f179199112a27a917ec\" tg-width=\"1109\" tg-height=\"732\" referrerpolicy=\"no-referrer\"/><b>腾讯提高独董比例，刘炽平继续担任公司总裁兼投资委员会主席</b></p><p>腾讯董事会今天公告，刘炽平将轮值退任执行董事，但管理职责不变，继续担任公司总裁兼投资委员会主席，致力于集团的日常运营和管理。此举是为了更清晰地划分公司董事会及管理团队职责，同时提升董事会中非执行董事和女性董事占比，改善公司治理结构。去年8月，腾讯董事会新增一名独立非执行董事张秀兰教授，董事会中女性成员增加到2位。此次刘炽平交接完成后，女性董事占比将提升到25%。与此同时，交接完成后，腾讯独立非执行董事占比将提升到63%。</p><p><b>正在投资人工智能能力和云基础设施，以拥抱基础模型的趋势</b></p><p>腾讯控股表示，我们正在投资于人工智能的能力和云基础设施，以拥抱基础模型的趋势，相信这将有助于提升我们现有的产品与服务，探索和推出新的产品。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e7799eeb7043b8caaf3d109c3b13109e","relate_stocks":{"LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","LU0348788117.USD":"ALLIANZ EMERGING ASIA EQUITY \"A\" (USD) INC","IE00BGV7N243.SGD":"FSSA Global Emerging Markets Focus I Acc SGD","LU0287142896.SGD":"Fidelity China Focus A-SGD","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","IE00B543WZ88.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK1502":"双十一","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","BK1531":"手游股","BK1589":"北水核心资产","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0173614495.USD":"富达中国焦点A","LU0359201612.USD":"贝莱德中国基金A2","00700":"腾讯控股","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU0072462343.USD":"贝莱德亚洲巨龙基金","BK1526":"科网股","BK1609":"ChatGPT概念","TCEHY":"腾讯控股ADR"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150558943","content_text":"3月22日，腾讯控股发布2022财年第四季度和全年业绩报告。财报显示：第四季度营收1450亿元人民币，预估1445亿元人民币。第四季度净利润为1062.68亿元，同比增长12%；第四季度调整后净利润297亿元人民币，预估308.4亿元人民币。第四季度营业利润1168亿元人民币，预估383亿元人民币。第四季度网络广告收入247亿元人民币，预估220.7亿元人民币。第四季度增值服务业务收入704亿元人民币，预估701.5亿元人民币。第四季度个人电脑客户端游戏收入115亿元人民币，预估107.9亿元人民币。此外，微信及WeChat的月活跃帐户13.13亿，同比增长3.5%；QQ移动终端月活跃账户数为5.72亿，同比增长3.6%。第四季度收费增值服务付费会员数2.34亿，预估2.4亿。第四季度国际市场游戏收入增长5%至人民币139亿元腾讯控股：第四季度国际市场游戏收入增长5%至人民币139亿元，排除汇率影响及二零二一年第四季与Supercell相关的调整后，增幅为11%；本土市场游戏收入下降6%至人民币279亿元，乃由于先前季度的流水同比下降。2022年营收5545.5亿元，同比下降1%。全年净利润1882.4亿元人民币，同比下降16%，预估1136.6亿元人民币。2022年每股末期股息2.40港元。腾讯提高独董比例，刘炽平继续担任公司总裁兼投资委员会主席腾讯董事会今天公告，刘炽平将轮值退任执行董事，但管理职责不变，继续担任公司总裁兼投资委员会主席，致力于集团的日常运营和管理。此举是为了更清晰地划分公司董事会及管理团队职责，同时提升董事会中非执行董事和女性董事占比，改善公司治理结构。去年8月，腾讯董事会新增一名独立非执行董事张秀兰教授，董事会中女性成员增加到2位。此次刘炽平交接完成后，女性董事占比将提升到25%。与此同时，交接完成后，腾讯独立非执行董事占比将提升到63%。正在投资人工智能能力和云基础设施，以拥抱基础模型的趋势腾讯控股表示，我们正在投资于人工智能的能力和云基础设施，以拥抱基础模型的趋势，相信这将有助于提升我们现有的产品与服务，探索和推出新的产品。","news_type":1},"isVote":1,"tweetType":1,"viewCount":12,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":650723168,"gmtCreate":1679524939954,"gmtModify":1679524941252,"author":{"id":"3460168506368575","authorId":"3460168506368575","name":"bluefacer","avatar":"https://static.tigerbbs.com/a2ea28f240bb6afd9518aba59c2db813","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460168506368575","authorIdStr":"3460168506368575"},"themes":[],"htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/650723168","repostId":"1143226275","repostType":4,"repost":{"id":"1143226275","kind":"news","pubTimestamp":1679508028,"share":"https://www.laohu8.com/m/news/1143226275?lang=&edition=full","pubTime":"2023-03-23 02:00","market":"other","language":"zh","title":"美联储如期加息25个基点，决议声明暗示加息周期接近尾声","url":"https://stock-news.laohu8.com/highlight/detail?id=1143226275","media":"华尔街见闻","summary":"决议声明删除了“持续加息是适宜的”措辞，改为“一些额外的政策紧缩可能是适当的”，被市场解读为鸽派论调。“点阵图”仍维持今年底利率预期在5.1%不变，今年或只能再加息一次。声明称美国银行业健康、有韧性，","content":"<html><head></head><body><blockquote><b>决议声明删除了“持续加息是适宜的”措辞，改为“一些额外的政策紧缩可能是适当的”，被市场解读为鸽派论调。“点阵图”仍维持今年底利率预期在5.1%不变，今年或只能再加息一次。声明称美国银行业健康、有韧性，但诸多倒闭事件将拖累经济增长。</b></blockquote><p>3月22日周三，美联储如期加息25个基点，令基准的联邦基金利率升至4.75%-5%目标区间，为2007年底、即金融危机爆发前夕以来的最高水平。</p><p>这是美联储自去年3月以来连续第九次加息，也是连续第二次加息幅度放慢至25个基点。市场预计美国加息周期接近尾声，今年底之前或开启降息令利率降至4.25%-4.5%，以应对经济放缓。</p><p>备受关注的决议声明称，美国银行业健康、有韧性，但诸多倒闭事件将拖累经济增长。<b>有分析称，这份决议声明暗示加息周期接近尾声，</b>声明写到：</p><blockquote>“委员会将密切关注未来的信息并评估对货币政策的影响。委员会预计，一些额外的政策紧缩（some additional policy firming）可能是适当的，以便获得对足够限制经济增长的货币政策立场，使通胀随着时间的推移回到2%。”</blockquote><p>该措辞与之前的声明不同，之前的声明表明“持续加息（ongoing increases）是适宜的”。</p><p>在回应近期银行业危机时，声明提到：</p><blockquote>“美国银行体系健全且富有弹性，最近的事态发展可能导致家庭和企业的信贷条件收紧，并对经济活动、就业招聘和通胀造成压力。这些影响的程度是不确定的。委员会仍然高度关注通胀风险。 ”</blockquote><p>一同发布的美联储官员利率意见“点阵图”显示，其中位数预期是显示，2023年末的利率仍为5.1%，维持去年底的预期不变，2024年底料为4.3%：</p><blockquote>预计2023年年底的联邦基金利率为5.1%，12月份料为5.1%。</blockquote><blockquote>预计2024年年底的联邦基金利率为4.3%，12月份料为4.1%。</blockquote><blockquote>预计2025年年底的联邦基金利率为3.1%，12月份料3.1%。</blockquote><blockquote>预计长期联邦基金利率预期为2.5%，12月份料为2.5%。</blockquote><blockquote><b>有分析指出，这说明今年美联储仅有空间再加息一次。</b></blockquote><blockquote><img src=\"https://static.tigerbbs.com/111fab0d5436ee43c3c7b28950d9fe85\" tg-width=\"640\" tg-height=\"658\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></blockquote><p>在每季度发布的经济预测方面，美联储下调未来两年美国GDP预期：</p><blockquote>美联储下调美国2023年GDP增长预期至0.4%，去年12月料增0.5%。</blockquote><blockquote>下调美国2024年GDP增长预期至1.2%，去年12月料增1.6%。</blockquote><blockquote>上调美国2025年GDP增长预期1.9%，去年12月料增1.8%。</blockquote><blockquote>维持更长周期的美国GDP增幅预期在1.8%。</blockquote><p>同时，美联储进一步上调美国今年通胀率预期：</p><blockquote>美联储上调2023年PCE通胀预期至3.3%，12月份料为3.1%。</blockquote><blockquote>2024年PCE通胀预期2.5%，与12月份持平。</blockquote><blockquote>2025年PCE通胀预期2.1%，与12月份持平</blockquote><blockquote>维持更长周期的PCE通胀预期在2.0%不变。</blockquote><p>数据公布后，美股三大股指走高。<img src=\"https://static.tigerbbs.com/a947c5009c6cfab63e04a0e2564db35e\" tg-width=\"958\" tg-height=\"154\" referrerpolicy=\"no-referrer\"/></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>美联储如期加息25个基点，决议声明暗示加息周期接近尾声</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美联储如期加息25个基点，决议声明暗示加息周期接近尾声\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-23 02:00 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3684674><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>决议声明删除了“持续加息是适宜的”措辞，改为“一些额外的政策紧缩可能是适当的”，被市场解读为鸽派论调。“点阵图”仍维持今年底利率预期在5.1%不变，今年或只能再加息一次。声明称美国银行业健康、有韧性，但诸多倒闭事件将拖累经济增长。3月22日周三，美联储如期加息25个基点，令基准的联邦基金利率升至4.75%-5%目标区间，为2007年底、即金融危机爆发前夕以来的最高水平。这是美联储自去年3月以来连续...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3684674\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f09c44f289c2f0d40610768fe6661fab","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://wallstreetcn.com/articles/3684674","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143226275","content_text":"决议声明删除了“持续加息是适宜的”措辞，改为“一些额外的政策紧缩可能是适当的”，被市场解读为鸽派论调。“点阵图”仍维持今年底利率预期在5.1%不变，今年或只能再加息一次。声明称美国银行业健康、有韧性，但诸多倒闭事件将拖累经济增长。3月22日周三，美联储如期加息25个基点，令基准的联邦基金利率升至4.75%-5%目标区间，为2007年底、即金融危机爆发前夕以来的最高水平。这是美联储自去年3月以来连续第九次加息，也是连续第二次加息幅度放慢至25个基点。市场预计美国加息周期接近尾声，今年底之前或开启降息令利率降至4.25%-4.5%，以应对经济放缓。备受关注的决议声明称，美国银行业健康、有韧性，但诸多倒闭事件将拖累经济增长。有分析称，这份决议声明暗示加息周期接近尾声，声明写到：“委员会将密切关注未来的信息并评估对货币政策的影响。委员会预计，一些额外的政策紧缩（some additional policy firming）可能是适当的，以便获得对足够限制经济增长的货币政策立场，使通胀随着时间的推移回到2%。”该措辞与之前的声明不同，之前的声明表明“持续加息（ongoing increases）是适宜的”。在回应近期银行业危机时，声明提到：“美国银行体系健全且富有弹性，最近的事态发展可能导致家庭和企业的信贷条件收紧，并对经济活动、就业招聘和通胀造成压力。这些影响的程度是不确定的。委员会仍然高度关注通胀风险。 ”一同发布的美联储官员利率意见“点阵图”显示，其中位数预期是显示，2023年末的利率仍为5.1%，维持去年底的预期不变，2024年底料为4.3%：预计2023年年底的联邦基金利率为5.1%，12月份料为5.1%。预计2024年年底的联邦基金利率为4.3%，12月份料为4.1%。预计2025年年底的联邦基金利率为3.1%，12月份料3.1%。预计长期联邦基金利率预期为2.5%，12月份料为2.5%。有分析指出，这说明今年美联储仅有空间再加息一次。在每季度发布的经济预测方面，美联储下调未来两年美国GDP预期：美联储下调美国2023年GDP增长预期至0.4%，去年12月料增0.5%。下调美国2024年GDP增长预期至1.2%，去年12月料增1.6%。上调美国2025年GDP增长预期1.9%，去年12月料增1.8%。维持更长周期的美国GDP增幅预期在1.8%。同时，美联储进一步上调美国今年通胀率预期：美联储上调2023年PCE通胀预期至3.3%，12月份料为3.1%。2024年PCE通胀预期2.5%，与12月份持平。2025年PCE通胀预期2.1%，与12月份持平维持更长周期的PCE通胀预期在2.0%不变。数据公布后，美股三大股指走高。","news_type":1},"isVote":1,"tweetType":1,"viewCount":93,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":650765432,"gmtCreate":1679512685726,"gmtModify":1679512687143,"author":{"id":"3460168506368575","authorId":"3460168506368575","name":"bluefacer","avatar":"https://static.tigerbbs.com/a2ea28f240bb6afd9518aba59c2db813","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460168506368575","authorIdStr":"3460168506368575"},"themes":[],"htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/650765432","repostId":"1760941554296957","repostType":17,"repost":{"id":1973,"live_id":"1760941554296957","type":1,"live_form":0,"category_id":13,"category_name":"热点活动","material_type":0,"regions":[3,1,6,7,5,2,4],"title":"英伟达GTC 2023 主题演讲","title_en":"GTC 2023 Keynote with NVIDIA CEO Jensen Huang","status":3,"abstract_en":[],"description_html":"NVIDIA 创始人兼 CEO 黄仁勋将于北京时间3月21日23:00，在 GTC 2023 上发表关于生成式 AI 、元宇宙、大型语言模型、云计算等领域最新进展的主题演讲。|Join us for the keynote address at GTC, the conference for the era of AI and the metaverse, as NVIDIA CEO Jensen Huang unveils the latest advancements in generative AI,","description_html_en":"Join us for the keynote address at GTC, the conference for the era of AI and the metaverse, as NVIDIA CEO Jensen Huang unveils the latest advancements in generative AI, the metaverse, large language models, robotics, cloud computing, and more. ","source_url":"https://lpl27170.laohu8.com/live/Tiger2023.m3u8","video_url":"","live_img_url":"https://p1-live.byteimg.com/tos-cn-i-gjr78lqtd0/6c995c21507340308ec2d1fad120f3d0~tplv-gjr78lqtd0-image.image","live_img_url_en":"https://p1-live.byteimg.com/tos-cn-i-gjr78lqtd0/6c995c21507340308ec2d1fad120f3d0~tplv-gjr78lqtd0-image.image","activate_content":true,"expected_time":1679410800000,"time_remain":-57041073712,"start_time":0,"end_time":1679415780,"user_counter":"1687","symbols":[],"speaker_info":[],"abstract":[]},"isVote":1,"tweetType":1,"viewCount":28,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":629582022,"gmtCreate":1670601845267,"gmtModify":1670601846837,"author":{"id":"3460168506368575","authorId":"3460168506368575","name":"bluefacer","avatar":"https://static.tigerbbs.com/a2ea28f240bb6afd9518aba59c2db813","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460168506368575","authorIdStr":"3460168506368575"},"themes":[],"htmlText":"是","listText":"是","text":"是","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/629582022","repostId":"2290640315","repostType":2,"isVote":1,"tweetType":1,"viewCount":739,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":681968408,"gmtCreate":1656624633209,"gmtModify":1704865412743,"author":{"id":"3460168506368575","authorId":"3460168506368575","name":"bluefacer","avatar":"https://static.tigerbbs.com/a2ea28f240bb6afd9518aba59c2db813","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460168506368575","authorIdStr":"3460168506368575"},"themes":[],"htmlText":"值得品味","listText":"值得品味","text":"值得品味","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/681968408","repostId":"2247888191","repostType":2,"isVote":1,"tweetType":1,"viewCount":675,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":354132754,"gmtCreate":1617150426278,"gmtModify":1617150426278,"author":{"id":"3460168506368575","authorId":"3460168506368575","name":"bluefacer","avatar":"https://static.tigerbbs.com/a2ea28f240bb6afd9518aba59c2db813","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460168506368575","authorIdStr":"3460168506368575"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/354132754","repostId":"2123129894","repostType":2,"isVote":1,"tweetType":1,"viewCount":385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":369370799,"gmtCreate":1614006258811,"gmtModify":1614006258811,"author":{"id":"3460168506368575","authorId":"3460168506368575","name":"bluefacer","avatar":"https://static.tigerbbs.com/a2ea28f240bb6afd9518aba59c2db813","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460168506368575","authorIdStr":"3460168506368575"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/369370799","repostId":"16107004104822","repostType":17,"repost":{"id":458,"live_id":"16107004104822","type":0,"live_form":0,"category_id":4,"category_name":"IPO观察室","material_type":0,"regions":[1],"title":"千万老铁如何造就百亿快手","title_en":"","status":3,"abstract_en":[],"description_html":"","description_html_en":"","source_url":"https://lpl27170.laohu8.com/live/kuaishou.m3u8","video_url":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/2a4fab605285890813090400418/J3vLYwKfTF8A.mp4","live_img_url":"https://static.tigerbbs.com/bfc23aebc4486cda8bffe554c81d2dde","live_img_url_en":"","activate_content":true,"expected_time":1611318600391,"time_remain":-125133273320,"start_time":0,"end_time":0,"user_counter":"121455","symbols":[],"speaker_info":[],"abstract":["短视频第一股来了！估值500亿美元的快手护城河是什么？如何真正理解快手的价值？","【讲师介绍】金洪运：某知名公司行业研究员，曾任上市公司战略分析师。主要从事游戏、TMT、消费等领域的行业研究及相关个股分析，拥有十年以上的丰富投资经验。","【内容要点】 1. 快手如何“农村包围城市” 2.电商将会是第二增长曲线吗 3. 如何克服对快手的认知差"]},"isVote":1,"tweetType":1,"viewCount":724,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":312035218,"gmtCreate":1611971088734,"gmtModify":1703757189701,"author":{"id":"3460168506368575","authorId":"3460168506368575","name":"bluefacer","avatar":"https://static.tigerbbs.com/a2ea28f240bb6afd9518aba59c2db813","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460168506368575","authorIdStr":"3460168506368575"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/312035218","repostId":"16115554285661","repostType":17,"repost":{"id":466,"live_id":"16115554285661","type":0,"live_form":0,"category_id":3,"category_name":"业绩报告会","material_type":0,"regions":[1],"title":"特斯拉2020Q4业绩电话会议","title_en":"","status":3,"abstract_en":[],"description_html":"特斯拉2020Q4业绩电话会议将于北京时间1月28日早上07:30开始，敬请关注！","description_html_en":"","source_url":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/0b92935e5285890813395588936/7bc66d4c183eb558823e6a96.mp4","video_url":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/0b92935e5285890813395588936/7bc66d4c183eb558823e6a96.mp4","live_img_url":"https://static.tigerbbs.com/22c85af61b89c52f907824a4d4fed9f5","live_img_url_en":"","activate_content":true,"expected_time":1611790200950,"time_remain":-124661672762,"start_time":0,"end_time":0,"user_counter":"44204","symbols":[],"speaker_info":[],"abstract":[]},"isVote":1,"tweetType":1,"viewCount":714,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":332019962,"gmtCreate":1610195068956,"gmtModify":1703743252540,"author":{"id":"3460168506368575","authorId":"3460168506368575","name":"bluefacer","avatar":"https://static.tigerbbs.com/a2ea28f240bb6afd9518aba59c2db813","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460168506368575","authorIdStr":"3460168506368575"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/332019962","repostId":"16092259309706","repostType":17,"repost":{"id":451,"live_id":"16092259309706","type":0,"live_form":0,"category_id":13,"category_name":"热点活动","material_type":0,"regions":[1],"title":"蔚来NIO Day 2020","title_en":"","status":3,"abstract_en":[],"description_html":"","description_html_en":"","source_url":"https://lpl27170.laohu8.com/live/nio2020.m3u8","video_url":"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/10e041f45285890812497325188/f0.mp4","live_img_url":"https://static.tigerbbs.com/cd56ecee89167d3dd65b811a55a87af8","live_img_url_en":"","activate_content":true,"expected_time":1610188200562,"time_remain":-126263673148,"start_time":0,"end_time":0,"user_counter":"155860","symbols":[],"speaker_info":[],"abstract":["2021年1月9日18:30，2020蔚来日（NIO Day 2020）将于成都举办。","NIO Day上将发布蔚来首款搭载全新自动驾驶技术的旗舰轿车，以及150kWh电池系统, 第二代换电站等核心技术。","NIO Day 2020， Always Forward."]},"isVote":1,"tweetType":1,"viewCount":466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":398589937,"gmtCreate":1606920347329,"gmtModify":1703845396810,"author":{"id":"3460168506368575","authorId":"3460168506368575","name":"bluefacer","avatar":"https://static.tigerbbs.com/a2ea28f240bb6afd9518aba59c2db813","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460168506368575","authorIdStr":"3460168506368575"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/398589937","repostId":"2088777679","repostType":2,"repost":{"id":"2088777679","kind":"news","pubTimestamp":1606918845,"share":"https://www.laohu8.com/m/news/2088777679?lang=&edition=full","pubTime":"2020-12-02 22:20","market":"us","language":"zh","title":"三张图看懂国产“造车新势力”最新成绩单","url":"https://stock-news.laohu8.com/highlight/detail?id=2088777679","media":"第一财经","summary":"股价近两个月涨幅均实现翻倍销量不断攀升的同时，“造车新势力”们的股价也在走高。这意味着，“造车新势力”至少已经告别了“卖一辆亏一辆”的困境。也有机构“力挺”造车新势力，新时代证券表示，国内新能源汽车新车型密集推出，海外补贴加码，助力新能源汽车消费回暖，预计整体新能源汽车行业继续保持向上态势。","content":"<div>\n<p>随着国内关于新能源汽车扶持政策的不断出台，蔚来、小鹏、理想汽车这三家美股市场上的中概股新能源车企业绩也纷纷报喜。交付量均创下“年内新高”近两日，蔚来、小鹏、理想汽车先后发布11月交付数据，全部创下2020年单月交付量新高。数据显示，蔚来汽车11月共交付新车5291台，继10月后再超五千台，连续第四个月创品牌单月交付数新高。小鹏汽车11月单月总交付量达到4224台，同比增长342%，创下2020年...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020120222213779a83066&s=b\">Web Link</a>\n\n</div>\n","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>三张图看懂国产“造车新势力”最新成绩单</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三张图看懂国产“造车新势力”最新成绩单\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-12-02 22:20 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020120222213779a83066&s=b><strong>第一财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>随着国内关于新能源汽车扶持政策的不断出台，蔚来、小鹏、理想汽车这三家美股市场上的中概股新能源车企业绩也纷纷报喜。交付量均创下“年内新高”近两日，蔚来、小鹏、理想汽车先后发布11月交付数据，全部创下2020年单月交付量新高。数据显示，蔚来汽车11月共交付新车5291台，继10月后再超五千台，连续第四个月创品牌单月交付数新高。小鹏汽车11月单月总交付量达到4224台，同比增长342%，创下2020年...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020120222213779a83066&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a641899d158b6ab663d7d69913893106","relate_stocks":{"XPEV":"小鹏汽车","LI":"理想汽车","NIO":"蔚来"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020120222213779a83066&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2088777679","content_text":"随着国内关于新能源汽车扶持政策的不断出台，蔚来、小鹏、理想汽车这三家美股市场上的中概股新能源车企业绩也纷纷报喜。交付量均创下“年内新高”近两日，蔚来、小鹏、理想汽车先后发布11月交付数据，全部创下2020年单月交付量新高。数据显示，蔚来汽车11月共交付新车5291台，继10月后再超五千台，连续第四个月创品牌单月交付数新高。小鹏汽车11月单月总交付量达到4224台，同比增长342%，创下2020年新高。理想ONE11月则交付4646辆，环比增长25.8%，再创单月交付量纪录、2020年新高。股价近两个月涨幅均实现翻倍销量不断攀升的同时，“造车新势力”们的股价也在走高。从10月开始，蔚来、小鹏和理想汽车的股价便开始不断飙升。截至12月1日收盘，与9月30日收盘价相比，蔚来汽车股价涨幅达113.8%，市值超过610亿美元；小鹏汽车涨幅为178.8%，市值超370亿美元；理想汽车涨幅为100.5%，市值超290亿美元。盈利之路“道阻且长”从交付量来看，蔚来、理想、小鹏汽车似乎“风光无限”，但根据财报，三家车企仍走在亏损的路上，距离整体盈利仍有较长的路要走。数据显示，理想汽车依靠增程式电动汽车解决方案，在一定程度上控制了成本，亏损幅度较小；但蔚来和小鹏汽车，仍然亏损较大。蔚来2020年第三季度净亏损11.88亿元；小鹏汽车净亏损11.49亿元，与去年同期净亏损7.763亿元相比，同比扩大。但好消息是，目前三家车企的状况已有所好转，毛利率均已实现转正。数据显示，蔚来汽车在今年第二季度毛利率转正，第三季度销售毛利率为12.94%；理想汽车则是“造车新势力”中第一家毛利率转正的车企，今年第三季度，公司销售毛利率为19.78%；小鹏汽车则在今年第三季度毛利率首次转正，为4.6%。这意味着，“造车新势力”至少已经告别了“卖一辆亏一辆”的困境。“造车新势力”后市如何走？近期，著名做空机构香橼资本发报告称，蔚来股价太高，应该“腰斩”至25美元/股。对此，海通证券称，随着10月新能源汽车销量翻倍，新能源汽车概念受到了资本追捧，业内认可新能源汽车以后的发展趋势，给较少上市的造车新势力企业更好的估值。但最近行业二级市场股价的调整，叠加香橼公司做空报告，无疑给行业降温。该机构表示，新能源汽车的发展方向或许是明确的，但是发展的过程是波折的，行业格局还会有很大的变化，中短期机会与风险凸显。前期新能源汽车板块火热，相关产业链上市公司经过此前的快速炒作多数个股均积累了不小的涨幅，短期估值处于相对高位，不少资金有获利了结的需求，短期价值回归趋势明显。也有机构“力挺”造车新势力，新时代证券表示，国内新能源汽车新车型密集推出，海外补贴加码，助力新能源汽车消费回暖，预计整体新能源汽车行业继续保持向上态势。中银证券认为，疫情冲击国内2020年上半年销量，下半年需求明显回暖，蔚来、理想、威马、小鹏等造车新势力异军突起，销量表现亮眼；国内补贴政策延续，长期规划引领行业发展，新车型密集推出有望刺激2021年需求。","news_type":1},"isVote":1,"tweetType":1,"viewCount":309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}