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大船晴空
11-20 12:29
手持小米股票,兼听则明,虽然想了解一些小米负向的信息,但感觉上文的分析漏洞百出
史上最强业绩的背面:造车光环,难掩小米困局
大船晴空
11-03
小米表现优秀、稳定,创新高是大概率的,但大家的目标可能不是前期的高位,何时回调,以及每个人心里的目标价位何时能到才是大家关心的
大船晴空
10-25
小米35的时候好像是华为正被卡脖子,当时焦点到小米身上了
@宝宝金水_:
$小米集团-W(01810)$
港股以后没牛市了吗,现在2W点 小米稳定25,牛市会是多少 35是尾巴,而且现在小米的基本面比35块钱的时候还要好很多。
大船晴空
10-24
近期看来,小米还是挺抗跌的,但能不能上35或什么时候上35,还得看大盘的脸色
大船晴空
10-12
特斯拉刚出来一款无人驾驶,简直是震惊全世界,但萝卜快跑不是已经商业运营了吗,不管什么技术路径,从结果上看不是中国落地更快吗?
特斯拉Cybercab正式亮相!成本低于3万美元,将于2026年投产
大船晴空
10-12
$特斯拉(TSLA)$
特斯拉刚出来一款无人驾驶,简直是震惊全世界,但萝卜快跑不是已经商业运营了吗,不管什么技术路径,从结果上看不是中国落地更快吗?
大船晴空
10-07
$老虎证券(TIGR)$
开盘十分钟,30%换手率😳
大船晴空
08-29
Replying to
@小米死多头
:小米多头应该不错啊//
@小米死多头
:别提了,我的账户小眼睛又闭上了
大船晴空
08-18
13,22,16 (3+11)+5=19 (5+13)+5=23 (7+17)+5=29 (3+4)*2=14 (6+2)*2=16 (3+8)*2=22 4*2+1*3=11 3*2+5*3=21 2*2+4*3=16
大船晴空
08-18
13 22 16
大船晴空
07-08
$小米集团-W(01810)$
小米买热搜,是真的吗?
大船晴空
06-19
整体不错。<br> 希望增加:每个股票增加一个笔记栏,以便随时对该股票进行复盘
@小虎产品经理
大船晴空
06-19
整体不错。 希望增加:每个股票增加一个笔记栏,以便随时对该股票进行复盘@小虎产品经理
大船晴空
05-31
“如果近期小米再次突破20,我看看还是赶紧卖了出去算了吧。”分析一通,这几年坚持了一个寂寞啊 [捂脸]
@AliceSam:2024学习笔记之111 - 小米财报
大船晴空
04-27
$京东(JD)$
京东净利润为什么那么低?
大船晴空
2023-10-18
$小米集团-W(01810)$
手机、电动汽车都卷的厉害,小米堪忧啊
大船晴空
2023-01-27
这说了半天也没提小米汽车啊,让读者自己去判断?
@百姓评车:小米汽车泄密,虚惊一场还是早有预谋?
大船晴空
2022-02-18
$美团-W(03690)$
这也太狠了,一天2000亿市值没了
大船晴空
2021-11-03
还不慌?你是怎么做到的,买啥啥亏
@白日夢想家s:
$安飞士(CAR)$
只是技术型挑战 不要慌
大船晴空
2021-06-30
$Exela Technologies, Inc.(XELA)$
这么多人都预测要起飞的时候,感觉悬了,难不成让庄家带散户赚钱?
去老虎APP查看更多动态
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09:52","market":"hk","language":"zh","title":"史上最强业绩的背面:造车光环,难掩小米困局","url":"https://stock-news.laohu8.com/highlight/detail?id=2484180801","media":"蓝鲸财经","summary":"雷军用“史上最强业绩”来形容小米2024年第三季度财报,可以想见他对于小米业务的满意程度。然而,如果我们对小米取得如此傲人的业绩进行分析的话,造车业务无疑是颜值担当。从某种意义上来讲,正是由于造车业务的一骑绝尘,才让小米的业绩如此好看。纵然如此,我们依然无法否认小米造车尚在投入期的现实以及小米手机出货量承压的困境,我们依然无法否认小米当下面临的困局。毫无疑问的是,造车业务依然是小米财报的重头戏。","content":"<html><body><blockquote>\n<p>文|辉常观察</p>\n</blockquote>\n<p>雷军用“史上最强业绩”来形容小米2024年第三季度财报,可以想见他对于小米业务的满意程度。</p>\n<p>财报显示,今年三季度小米集团总收入为925亿元,同比增长30.5%;第三季度净利润53.5亿元,同比增长9.7%;经调整净利润为63亿元,同比增长4.4%,其中包括<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>电动汽车等创新业务经调整净亏损15亿元。</p>\n<p>对于小米来讲,能够在如此严峻的市场形势之下,取得如此好的业绩,的确是令人侧目的。</p>\n<p>然而,如果我们对小米取得如此傲人的业绩进行分析的话,造车业务无疑是颜值担当。</p>\n<p>从某种意义上来讲,正是由于造车业务的一骑绝尘,才让小米的业绩如此好看。</p>\n<p>纵然如此,我们依然无法否认小米造车尚在投入期的现实以及小米手机出货量承压的困境,我们依然无法否认小米当下面临的困局。</p>\n<p>从这样一个角度来看,纵然是小米交出了史上最强的业绩,对于小米来讲,或许仅仅只是一个开始。</p>\n<p>对于小米来讲,如何在造车业务上立住脚,如何在小米手机高端化上有所作为,或许才是真正将小米的发展带入到全新发展阶段的关键。</p>\n<p>一</p>\n<p>毫无疑问的是,造车业务依然是小米财报的重头戏。</p>\n<p>无论是小米已于11月13日实现了生产10万辆新车的目标,还是小米先前发布的小米SU7 ultra比较具有进攻性的售价,我们都可以看出,小米在造车上的巨大野心。</p>\n<p>其实,透过小米财报当中,造车业务的表现,我们同样可以看出一丝端倪。</p>\n<p>财报显示,2024年第三季度,小米智能电动汽车等创新业务分部总收入为97亿元,其中,智能电动汽车收入95亿元,其他相关业务收入2亿元。</p>\n<p>财报披露,三季度智能电动汽车等创新业务分部毛利率为17.1%。</p>\n<p>对于小米的手机业务,我们就可以看出,缘何小米方面对于造车如此地看中,如此地雄心勃勃。</p>\n<p>三季度小米智能手机业务收入为475亿元,同比增长13.9%,全球智能手机出货量为4310万台,同比增长3.1%。</p>\n<p>值得一提的是,财报显示,小米三季度手机业务毛利率为11.7%,同比下滑4.9%。</p>\n<p>通过对比造车业务的数据和传统手机业务的数据,我们可以非常明显地看出,无论是从业务增速上来看,还是从业务的毛利率上来看,小米造车业务相较于手机业务都有着非常明显的优势。</p>\n<p>站在这样一个角度,我们就不难理解,缘何小米方面对于造车业务会如此雄心勃勃,如此充满信心。</p>\n<p>即使如此,我们依然无法否认小米造车业已依然刚刚起步的现实。</p>\n<p>对于小米来讲,如何在未来持续不断地加大在造车上的投入,如何不断地提升小米造车的交付量,或许才是保证小米造车可以取代手机业已成为新的业绩担纲的根本原因所在。</p>\n<p>这一点,我们可以从小米造车业务依然亏损上,看出一丝端倪。</p>\n<p>财报显示,第三季度,小米SU7系列交付新车达39790辆,于11月13日实现累计生产10万辆新车的目标。</p>\n<p>数据显示,三季度小米智能电动汽车等创新业务经调整净亏损15亿元。</p>\n<p>对于小米来讲,只有不断地加大交付量,不断地做大造车业务的大蛋糕才能冲抵掉造车业务前期投入多,成本分摊严重,研发费用高等一系列的问题。</p>\n<p>因此,小米造车业务在第三季度财报当中的优异表现,仅仅只是一个开始。</p>\n<p>对于小米来讲,如何进一步缩窄小米造车业务的亏损,如何让小米造车业务的规模效应更大地显现,才是保证小米造车业务真正可以成为业绩担纲的关键所在。</p>\n<p>如果小米造车难以实现较大幅度的规模化,特别是无法以此来抵消亏损的尴尬,那么,对于小米来讲,造车业务的光环,或许将会有黯然失色的风险。</p>\n<p>造车业务,非但不会成为小米开启新征程的起点,甚至还会成为让小米深陷泥淖的“滑铁卢”。</p>\n<p>二</p>\n<p>如果说,小米造车业务尚未站稳脚跟,最终让我们对于小米引以为傲的造车业务充满了担忧的话,那么,小米在传统手机业务上遭遇到的瓶颈和挑战,则是让我们对于小米的未来充满担忧的另外一个体现。</p>\n<p>我们都知道,小米之所以会投身到造车的赛道上,其中一个很重要的原因在于,小米在手机业务上遭遇到的困境和挑战。</p>\n<p>事实上,并不仅仅只是小米,纵然是<a href=\"https://laohu8.com/S/AAPL\">苹果</a>这样的头部手机制造厂商们,同样也面临着手机业务承压的风险。</p>\n<p>正是因为如此,我们才看到了诸多的手机玩家们,要么不断地延展自身的生态体系,要么开始将触角深入到以造车为代表的新业务上。</p>\n<p>小米,正是因为这个原因才开始了自身的造车之旅。</p>\n<p>透过小米第三季度的财报,我们同样可以非常明显地感受到小米传统手机业务开始承压的现实。</p>\n<p>财报显示,在核心业务手机方面,三季度小米智能手机业务收入为475亿元,同比增长13.9%,全球智能手机出货量为4310万台,同比增长3.1%。</p>\n<p>虽然小米手机业务依然实现了增长,但是,从增长的速度上来看,小米手机业务显然没有造车业务强悍。</p>\n<p>说到底,一方面和手机的普及率提升有很大的关系之外,另外一个方面的原因,则是和现在的手机所承载的内容和业务业已抵达了一个瓶颈有关。</p>\n<p>在这样一个大背景下,小米手机欲要突破当下的发展瓶颈,一方面需要以高端化来抵挡出货量面临天花板的困境,另外一方面,则是需要为手机赋予更多与当下的消费者相匹配的功能和意义。</p>\n<p>然而,虽然小米方面推出了高端化的机型,并且加大了手机研发投入,但是,真正让高端化和科技化能够被用户买单,能够让它抵挡手机出货量下降的窘境,或许还需要很长一段时间的观察。</p>\n<p>对于小米来讲,如果在手机业务的高端化上缺少建树,如果在手机业务的AI化、科技附加值增加方面缺少建树,那么,它的手机业务或许面临的将不再是出货量承压的尴尬,甚至还会错失手机业务从互联网时代迈向AI时代的新红利。</p>\n<p>对于小米来讲,如何通过高端化,如何通过提升科技附加值来抵挡出货量承压的现实,或许是它必然需要面临的另外一个挑战。</p>\n<p>如果这一问题无法得到妥善解决,小米的基本盘,同样面临着崩塌的风险。</p>\n<p>三</p>\n<p>当造车、手机业务依然面临着困境的大背景下,小米的生态体系的构建和打通上,同样面临着全新的问题和挑战。</p>\n<p>对于小米来讲,如何真正如同广告语里所说的那样打造一整套的涵盖了人、车、家的全生态,并且让这样一个全生态可以为自身的发展提供动能,或许才是保证它可以健康发展的关键所在。</p>\n<p>现在,以车机融合、机家融合为代表的生态融合,正在成为玩家们提升自身竞争力的杀手锏。</p>\n<p>无论是造车赛道而言,还是手机赛道来说,如何实现全生态、全链条的深度融合,如何让生态内部的各个流程和环节实现协同,以此来提升自身的竞争力,业已成为了玩家们提升自身竞争力的关键。</p>\n<p>虽然小米通过布局造车赛道,达成了打造人、车、家全生态的场景搭建,但是,如何让这三大场景之间相互协同和联通,并且以此来优化用户体验,提升自身的增长后劲,才是保证小米可以实现新的发展的关键所在。</p>\n<p>然而,透过小米第三季度的财报,我们并未看到小米在生态打通和协同上的表现,而仅仅只是看到它对于造车、手机、米家等分支业务的过度地强调。</p>\n<p>如果小米仅仅只是将不同分支的业务分割成不同的势力范围,无法实现彼此之间的协同发展,那么,小米所谓的人、车、家的全生态的动作,仅仅只是其做大规模的一种方式和方法,却无法成为实现其生态协同,彼此赋能的通路。</p>\n<p>当小米的生态仅仅只是停留在规模上,却没有体现在彼此之间的协同上,那么,小米依然还停留在规模化的运作模式之上。</p>\n<p>如果这一问题无法得到妥善解决,那么,小米所谓的人、车、家的全生态,或许依然难保有“生态化反”的风险。</p>\n<p>结语</p>\n<p>当小米在造车业务上渐入佳境,特别是当造车业务的规模效应逐渐显现,小米业务上的瑕疵被这些光环所掩盖。</p>\n<p>虽然小米交出了史上最强的业绩,然而,我们依然要看到的是,小米造车业务依然尚在起步阶段的现实,我们依然要看到的是,小米手机业务承压的现状,我们依然要看到小米生态并未完全打通的尴尬。</p>\n<p>对于小米来讲,挑战或许刚刚开始。</p>\n<p>如何让造车业务通过快速交付达成规模效应,如何让手机业务冲破高端化的桎梏,如何让小米的生态不再是一个概念,或许才是摆在雷军面前需要解决的新问题。</p>\n<p>不被造车的光环所掩盖,不被亏损的现实所误导,或许才是正确看到小米第三季度财报的正确姿势和方法,或许才能真正看到小米第三季度财报的背面。</p>\n</body></html>","source":"lanjinger_stock","collect":0,"html":"<!DOCTYPE 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}\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史上最强业绩的背面:造车光环,难掩小米困局\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-20 09:52 北京时间 <a href=https://www.lanjinger.com/d/244959><strong>蓝鲸财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文|辉常观察\n\n雷军用“史上最强业绩”来形容小米2024年第三季度财报,可以想见他对于小米业务的满意程度。\n财报显示,今年三季度小米集团总收入为925亿元,同比增长30.5%;第三季度净利润53.5亿元,同比增长9.7%;经调整净利润为63亿元,同比增长4.4%,其中包括智能电动汽车等创新业务经调整净亏损15亿元。\n对于小米来讲,能够在如此严峻的市场形势之下,取得如此好的业绩,的确是令人侧目的。\n...</p>\n\n<a href=\"https://www.lanjinger.com/d/244959\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","SG9999002463.SGD":"LionGlobal China Growth SGD","01810":"小米集团-W","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","BK1523":"武汉本地概念股","BK1193":"电脑硬件、储存设备及电脑周边","LU1719994722.HKD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (HKD) ACC","LU1328277881.USD":"MANULIFE GF DRAGON GROWTH FUND \"AA\" (USD) INC","XIACY":"小米集团ADR","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU0611395673.USD":"NINETY ONE GSF EMERGING MARKETS EQUITY \"A\" (USD) 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SGD-H","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","BK1607":"新IT概念","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","BK1589":"北水核心资产","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU0345775950.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) ACC","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","BK1506":"5G概念","LU0561508036.HKD":"ALLIANZ CHINA EQUITY \"A\" (HKD) INC"},"source_url":"https://www.lanjinger.com/d/244959","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2484180801","content_text":"文|辉常观察\n\n雷军用“史上最强业绩”来形容小米2024年第三季度财报,可以想见他对于小米业务的满意程度。\n财报显示,今年三季度小米集团总收入为925亿元,同比增长30.5%;第三季度净利润53.5亿元,同比增长9.7%;经调整净利润为63亿元,同比增长4.4%,其中包括智能电动汽车等创新业务经调整净亏损15亿元。\n对于小米来讲,能够在如此严峻的市场形势之下,取得如此好的业绩,的确是令人侧目的。\n然而,如果我们对小米取得如此傲人的业绩进行分析的话,造车业务无疑是颜值担当。\n从某种意义上来讲,正是由于造车业务的一骑绝尘,才让小米的业绩如此好看。\n纵然如此,我们依然无法否认小米造车尚在投入期的现实以及小米手机出货量承压的困境,我们依然无法否认小米当下面临的困局。\n从这样一个角度来看,纵然是小米交出了史上最强的业绩,对于小米来讲,或许仅仅只是一个开始。\n对于小米来讲,如何在造车业务上立住脚,如何在小米手机高端化上有所作为,或许才是真正将小米的发展带入到全新发展阶段的关键。\n一\n毫无疑问的是,造车业务依然是小米财报的重头戏。\n无论是小米已于11月13日实现了生产10万辆新车的目标,还是小米先前发布的小米SU7 ultra比较具有进攻性的售价,我们都可以看出,小米在造车上的巨大野心。\n其实,透过小米财报当中,造车业务的表现,我们同样可以看出一丝端倪。\n财报显示,2024年第三季度,小米智能电动汽车等创新业务分部总收入为97亿元,其中,智能电动汽车收入95亿元,其他相关业务收入2亿元。\n财报披露,三季度智能电动汽车等创新业务分部毛利率为17.1%。\n对于小米的手机业务,我们就可以看出,缘何小米方面对于造车如此地看中,如此地雄心勃勃。\n三季度小米智能手机业务收入为475亿元,同比增长13.9%,全球智能手机出货量为4310万台,同比增长3.1%。\n值得一提的是,财报显示,小米三季度手机业务毛利率为11.7%,同比下滑4.9%。\n通过对比造车业务的数据和传统手机业务的数据,我们可以非常明显地看出,无论是从业务增速上来看,还是从业务的毛利率上来看,小米造车业务相较于手机业务都有着非常明显的优势。\n站在这样一个角度,我们就不难理解,缘何小米方面对于造车业务会如此雄心勃勃,如此充满信心。\n即使如此,我们依然无法否认小米造车业已依然刚刚起步的现实。\n对于小米来讲,如何在未来持续不断地加大在造车上的投入,如何不断地提升小米造车的交付量,或许才是保证小米造车可以取代手机业已成为新的业绩担纲的根本原因所在。\n这一点,我们可以从小米造车业务依然亏损上,看出一丝端倪。\n财报显示,第三季度,小米SU7系列交付新车达39790辆,于11月13日实现累计生产10万辆新车的目标。\n数据显示,三季度小米智能电动汽车等创新业务经调整净亏损15亿元。\n对于小米来讲,只有不断地加大交付量,不断地做大造车业务的大蛋糕才能冲抵掉造车业务前期投入多,成本分摊严重,研发费用高等一系列的问题。\n因此,小米造车业务在第三季度财报当中的优异表现,仅仅只是一个开始。\n对于小米来讲,如何进一步缩窄小米造车业务的亏损,如何让小米造车业务的规模效应更大地显现,才是保证小米造车业务真正可以成为业绩担纲的关键所在。\n如果小米造车难以实现较大幅度的规模化,特别是无法以此来抵消亏损的尴尬,那么,对于小米来讲,造车业务的光环,或许将会有黯然失色的风险。\n造车业务,非但不会成为小米开启新征程的起点,甚至还会成为让小米深陷泥淖的“滑铁卢”。\n二\n如果说,小米造车业务尚未站稳脚跟,最终让我们对于小米引以为傲的造车业务充满了担忧的话,那么,小米在传统手机业务上遭遇到的瓶颈和挑战,则是让我们对于小米的未来充满担忧的另外一个体现。\n我们都知道,小米之所以会投身到造车的赛道上,其中一个很重要的原因在于,小米在手机业务上遭遇到的困境和挑战。\n事实上,并不仅仅只是小米,纵然是苹果这样的头部手机制造厂商们,同样也面临着手机业务承压的风险。\n正是因为如此,我们才看到了诸多的手机玩家们,要么不断地延展自身的生态体系,要么开始将触角深入到以造车为代表的新业务上。\n小米,正是因为这个原因才开始了自身的造车之旅。\n透过小米第三季度的财报,我们同样可以非常明显地感受到小米传统手机业务开始承压的现实。\n财报显示,在核心业务手机方面,三季度小米智能手机业务收入为475亿元,同比增长13.9%,全球智能手机出货量为4310万台,同比增长3.1%。\n虽然小米手机业务依然实现了增长,但是,从增长的速度上来看,小米手机业务显然没有造车业务强悍。\n说到底,一方面和手机的普及率提升有很大的关系之外,另外一个方面的原因,则是和现在的手机所承载的内容和业务业已抵达了一个瓶颈有关。\n在这样一个大背景下,小米手机欲要突破当下的发展瓶颈,一方面需要以高端化来抵挡出货量面临天花板的困境,另外一方面,则是需要为手机赋予更多与当下的消费者相匹配的功能和意义。\n然而,虽然小米方面推出了高端化的机型,并且加大了手机研发投入,但是,真正让高端化和科技化能够被用户买单,能够让它抵挡手机出货量下降的窘境,或许还需要很长一段时间的观察。\n对于小米来讲,如果在手机业务的高端化上缺少建树,如果在手机业务的AI化、科技附加值增加方面缺少建树,那么,它的手机业务或许面临的将不再是出货量承压的尴尬,甚至还会错失手机业务从互联网时代迈向AI时代的新红利。\n对于小米来讲,如何通过高端化,如何通过提升科技附加值来抵挡出货量承压的现实,或许是它必然需要面临的另外一个挑战。\n如果这一问题无法得到妥善解决,小米的基本盘,同样面临着崩塌的风险。\n三\n当造车、手机业务依然面临着困境的大背景下,小米的生态体系的构建和打通上,同样面临着全新的问题和挑战。\n对于小米来讲,如何真正如同广告语里所说的那样打造一整套的涵盖了人、车、家的全生态,并且让这样一个全生态可以为自身的发展提供动能,或许才是保证它可以健康发展的关键所在。\n现在,以车机融合、机家融合为代表的生态融合,正在成为玩家们提升自身竞争力的杀手锏。\n无论是造车赛道而言,还是手机赛道来说,如何实现全生态、全链条的深度融合,如何让生态内部的各个流程和环节实现协同,以此来提升自身的竞争力,业已成为了玩家们提升自身竞争力的关键。\n虽然小米通过布局造车赛道,达成了打造人、车、家全生态的场景搭建,但是,如何让这三大场景之间相互协同和联通,并且以此来优化用户体验,提升自身的增长后劲,才是保证小米可以实现新的发展的关键所在。\n然而,透过小米第三季度的财报,我们并未看到小米在生态打通和协同上的表现,而仅仅只是看到它对于造车、手机、米家等分支业务的过度地强调。\n如果小米仅仅只是将不同分支的业务分割成不同的势力范围,无法实现彼此之间的协同发展,那么,小米所谓的人、车、家的全生态的动作,仅仅只是其做大规模的一种方式和方法,却无法成为实现其生态协同,彼此赋能的通路。\n当小米的生态仅仅只是停留在规模上,却没有体现在彼此之间的协同上,那么,小米依然还停留在规模化的运作模式之上。\n如果这一问题无法得到妥善解决,那么,小米所谓的人、车、家的全生态,或许依然难保有“生态化反”的风险。\n结语\n当小米在造车业务上渐入佳境,特别是当造车业务的规模效应逐渐显现,小米业务上的瑕疵被这些光环所掩盖。\n虽然小米交出了史上最强的业绩,然而,我们依然要看到的是,小米造车业务依然尚在起步阶段的现实,我们依然要看到的是,小米手机业务承压的现状,我们依然要看到小米生态并未完全打通的尴尬。\n对于小米来讲,挑战或许刚刚开始。\n如何让造车业务通过快速交付达成规模效应,如何让手机业务冲破高端化的桎梏,如何让小米的生态不再是一个概念,或许才是摆在雷军面前需要解决的新问题。\n不被造车的光环所掩盖,不被亏损的现实所误导,或许才是正确看到小米第三季度财报的正确姿势和方法,或许才能真正看到小米第三季度财报的背面。","news_type":1},"isVote":1,"tweetType":1,"viewCount":14,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"202718568488584","authorId":"202718568488584","name":"左右摇摆的韭菜","avatar":"https://static.laohu8.com/6e5245f02440f03379eeb28d71c9eca0","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"202718568488584","idStr":"202718568488584"},"content":"就是AI写的一堆垃圾","text":"就是AI写的一堆垃圾","html":"就是AI写的一堆垃圾"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":366901681598664,"gmtCreate":1730617237035,"gmtModify":1730617240290,"author":{"id":"3461294587157154","authorId":"3461294587157154","name":"大船晴空","avatar":"https://static.tigerbbs.com/0a6ca12860ccf6451aef738e79727597","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3461294587157154","idStr":"3461294587157154"},"themes":[],"htmlText":"小米表现优秀、稳定,创新高是大概率的,但大家的目标可能不是前期的高位,何时回调,以及每个人心里的目标价位何时能到才是大家关心的","listText":"小米表现优秀、稳定,创新高是大概率的,但大家的目标可能不是前期的高位,何时回调,以及每个人心里的目标价位何时能到才是大家关心的","text":"小米表现优秀、稳定,创新高是大概率的,但大家的目标可能不是前期的高位,何时回调,以及每个人心里的目标价位何时能到才是大家关心的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/366901681598664","isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":363654476435760,"gmtCreate":1729825425992,"gmtModify":1729825428014,"author":{"id":"3461294587157154","authorId":"3461294587157154","name":"大船晴空","avatar":"https://static.tigerbbs.com/0a6ca12860ccf6451aef738e79727597","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3461294587157154","idStr":"3461294587157154"},"themes":[],"htmlText":"小米35的时候好像是华为正被卡脖子,当时焦点到小米身上了","listText":"小米35的时候好像是华为正被卡脖子,当时焦点到小米身上了","text":"小米35的时候好像是华为正被卡脖子,当时焦点到小米身上了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/363654476435760","repostId":"363428553556056","repostType":1,"repost":{"id":363428553556056,"gmtCreate":1729752996832,"gmtModify":1729752999784,"author":{"id":"9000000000000159","authorId":"9000000000000159","name":"宝宝金水_","avatar":"https://static.tige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target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 港股以后没牛市了吗,现在2W点 小米稳定25,牛市会是多少 35是尾巴,而且现在小米的基本面比35块钱的时候还要好很多。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 港股以后没牛市了吗,现在2W点 小米稳定25,牛市会是多少 35是尾巴,而且现在小米的基本面比35块钱的时候还要好很多。","text":"$小米集团-W(01810)$ 港股以后没牛市了吗,现在2W点 小米稳定25,牛市会是多少 35是尾巴,而且现在小米的基本面比35块钱的时候还要好很多。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/363428553556056","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":545,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":363362027282512,"gmtCreate":1729754023356,"gmtModify":1729754026113,"author":{"id":"3461294587157154","authorId":"3461294587157154","name":"大船晴空","avatar":"https://static.tigerbbs.com/0a6ca12860ccf6451aef738e79727597","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3461294587157154","idStr":"3461294587157154"},"themes":[],"htmlText":"近期看来,小米还是挺抗跌的,但能不能上35或什么时候上35,还得看大盘的脸色","listText":"近期看来,小米还是挺抗跌的,但能不能上35或什么时候上35,还得看大盘的脸色","text":"近期看来,小米还是挺抗跌的,但能不能上35或什么时候上35,还得看大盘的脸色","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/363362027282512","isVote":1,"tweetType":1,"viewCount":445,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":359051337662504,"gmtCreate":1728666931785,"gmtModify":1728666933350,"author":{"id":"3461294587157154","authorId":"3461294587157154","name":"大船晴空","avatar":"https://static.tigerbbs.com/0a6ca12860ccf6451aef738e79727597","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3461294587157154","idStr":"3461294587157154"},"themes":[],"htmlText":"特斯拉刚出来一款无人驾驶,简直是震惊全世界,但萝卜快跑不是已经商业运营了吗,不管什么技术路径,从结果上看不是中国落地更快吗?","listText":"特斯拉刚出来一款无人驾驶,简直是震惊全世界,但萝卜快跑不是已经商业运营了吗,不管什么技术路径,从结果上看不是中国落地更快吗?","text":"特斯拉刚出来一款无人驾驶,简直是震惊全世界,但萝卜快跑不是已经商业运营了吗,不管什么技术路径,从结果上看不是中国落地更快吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/359051337662504","repostId":"1134226258","repostType":2,"repost":{"id":"1134226258","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":1728615638,"share":"https://www.laohu8.com/m/news/1134226258?lang=&edition=full","pubTime":"2024-10-11 11:00","market":"us","language":"zh","title":"特斯拉Cybercab正式亮相!成本低于3万美元,将于2026年投产","url":"https://stock-news.laohu8.com/highlight/detail?id=1134226258","media":"老虎资讯综合","summary":"10月11日,当地时间10月10日周四19:00(北京时间11日上午10:00),$特斯拉(TSLA)$将在加利福尼亚州伯班克华纳兄弟工作室举行“Robotaxi Day”活动,活动主题口号为“We,Robot”(我们,$机器人(300024)$)。马斯克:如您所见,我刚刚乘坐“Cybercab”到达活动现场。还有20辆同样的车在路上行驶。正如您所见,车内没有人在驾驶。我们有50辆可以全自动驾驶的汽车。直播画面显示,马斯克驾乘双门车辆抵达Robotaxi活动现场。","content":"<html><head></head><body><p><strong><a href=\"https://www.laohu8.com/m/live/1812380015251529/?name=RNLive&rndata=%7B%22liveId%22%3A%221812380015251529%22%2C%22type%22%3A1%7D\" title=\"【直播】特斯拉“WE, ROBOT” 发布会\" target=\"_blank\" class=\"\">【直播回放】特斯拉“WE, ROBOT” 发布会</a></strong></p><p>10月11日,当地时间10月10日周四19:00(北京时间11日上午10:00),<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在加利福尼亚州伯班克华纳兄弟工作室举行“Robotaxi Day”活动,活动主题口号为“We,Robot”。</p><p>特斯拉推出名为CyberCab的无人驾驶出租车和无人驾驶Model Y。特斯拉美股夜盘大幅异动,一度涨超5%,随后直线跳水,现跌超4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02527d110321eaea741a36706ad97ee9\" title=\"\" tg-width=\"861\" tg-height=\"820\"/></p><h2 id=\"id_1142117324\">Cybercab成本低于3万美元,将于2026年投产</h2><p>直播画面显示,马斯克驾乘双门车辆抵达Robotaxi活动现场。马斯克:如您所见,我刚刚乘坐“Cybercab”到达活动现场。还有20辆同样的车在路上行驶。正如您所见,车内没有人在驾驶。我们有50辆可以全自动驾驶的汽车。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d59394ae8a11723dd35718ab21930ef6\" title=\"\" tg-width=\"1675\" tg-height=\"937\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/593f7a93b4cb3858c848a27f6570778f\" title=\"\" tg-width=\"1070\" tg-height=\"579\"/></p><p>马斯克表示,Cybercab没有方向盘和踏板。预计Cybercab的成本将低于30,000美元,预计将于2026年投入生产。2027年之前,我们会以非常高的产量生产这款车辆。他还表示,Model 3和Model Y的无人驾驶技术也会大幅提升,将实现无人监管的FSD技术。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e8a5851be76bbc6cbbc00891825a314b\" title=\"\" tg-width=\"1534\" tg-height=\"856\"/></p><h2 id=\"id_1217375354\" style=\"text-align: start;\">无人驾驶货车Robovan首秀,一次最多装载20人</h2><p>马斯克宣布推出Robovan(无人驾驶厢式汽车),该车可以乘坐20人或运载货物。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/41ae175e8ab459fca829a92ee6be89c8\" title=\"\" tg-width=\"1545\" tg-height=\"864\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1f193d510183f102a607331bd2b2cc9d\" title=\"\" tg-width=\"1546\" tg-height=\"868\"/></p><h2 id=\"id_2070105339\" style=\"text-align: start;\">Optimus机器人量产成本为2万-3万美元</h2><p>马斯克:我们在Optimus机器人方面取得了很大进展。按规模生产的Optimus机器人成本将在2万美元至3万美元之间。特斯拉We Robot发布会上,Optimus机器人进行了集体舞蹈,展示了机器人的灵活性。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/602282fb1848a4279400824e9e17c9a5\" title=\"\" tg-width=\"2536\" tg-height=\"1426\"/></p><p>特斯拉We Robot发布会后的参观活动上,Optimus机器人为参观者提供了酒水服务。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6ec25967d3969481e8e30bef34189dee\" title=\"\" tg-width=\"2514\" tg-height=\"1408\"/></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>特斯拉Cybercab正式亮相!成本低于3万美元,将于2026年投产</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉Cybercab正式亮相!成本低于3万美元,将于2026年投产\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\">2024-10-11 11:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong><a href=\"https://www.laohu8.com/m/live/1812380015251529/?name=RNLive&rndata=%7B%22liveId%22%3A%221812380015251529%22%2C%22type%22%3A1%7D\" title=\"【直播】特斯拉“WE, ROBOT” 发布会\" target=\"_blank\" class=\"\">【直播回放】特斯拉“WE, ROBOT” 发布会</a></strong></p><p>10月11日,当地时间10月10日周四19:00(北京时间11日上午10:00),<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在加利福尼亚州伯班克华纳兄弟工作室举行“Robotaxi Day”活动,活动主题口号为“We,Robot”。</p><p>特斯拉推出名为CyberCab的无人驾驶出租车和无人驾驶Model Y。特斯拉美股夜盘大幅异动,一度涨超5%,随后直线跳水,现跌超4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02527d110321eaea741a36706ad97ee9\" title=\"\" tg-width=\"861\" tg-height=\"820\"/></p><h2 id=\"id_1142117324\">Cybercab成本低于3万美元,将于2026年投产</h2><p>直播画面显示,马斯克驾乘双门车辆抵达Robotaxi活动现场。马斯克:如您所见,我刚刚乘坐“Cybercab”到达活动现场。还有20辆同样的车在路上行驶。正如您所见,车内没有人在驾驶。我们有50辆可以全自动驾驶的汽车。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d59394ae8a11723dd35718ab21930ef6\" title=\"\" tg-width=\"1675\" tg-height=\"937\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/593f7a93b4cb3858c848a27f6570778f\" title=\"\" tg-width=\"1070\" tg-height=\"579\"/></p><p>马斯克表示,Cybercab没有方向盘和踏板。预计Cybercab的成本将低于30,000美元,预计将于2026年投入生产。2027年之前,我们会以非常高的产量生产这款车辆。他还表示,Model 3和Model Y的无人驾驶技术也会大幅提升,将实现无人监管的FSD技术。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e8a5851be76bbc6cbbc00891825a314b\" title=\"\" tg-width=\"1534\" tg-height=\"856\"/></p><h2 id=\"id_1217375354\" style=\"text-align: start;\">无人驾驶货车Robovan首秀,一次最多装载20人</h2><p>马斯克宣布推出Robovan(无人驾驶厢式汽车),该车可以乘坐20人或运载货物。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/41ae175e8ab459fca829a92ee6be89c8\" title=\"\" tg-width=\"1545\" tg-height=\"864\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1f193d510183f102a607331bd2b2cc9d\" title=\"\" tg-width=\"1546\" tg-height=\"868\"/></p><h2 id=\"id_2070105339\" style=\"text-align: start;\">Optimus机器人量产成本为2万-3万美元</h2><p>马斯克:我们在Optimus机器人方面取得了很大进展。按规模生产的Optimus机器人成本将在2万美元至3万美元之间。特斯拉We Robot发布会上,Optimus机器人进行了集体舞蹈,展示了机器人的灵活性。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/602282fb1848a4279400824e9e17c9a5\" title=\"\" tg-width=\"2536\" tg-height=\"1426\"/></p><p>特斯拉We Robot发布会后的参观活动上,Optimus机器人为参观者提供了酒水服务。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6ec25967d3969481e8e30bef34189dee\" title=\"\" tg-width=\"2514\" tg-height=\"1408\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/593f7a93b4cb3858c848a27f6570778f","relate_stocks":{"BK4581":"高盛持仓","TSLL":"Direxion Daily TSLA Bull 2X Shares","BK4551":"寇图资本持仓","BK4099":"汽车制造商","BK4511":"特斯拉概念","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4592":"伊斯兰概念","LU2063271972.USD":"富兰克林创新领域基金","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","TSLA":"特斯拉","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134226258","content_text":"【直播回放】特斯拉“WE, ROBOT” 发布会10月11日,当地时间10月10日周四19:00(北京时间11日上午10:00),特斯拉在加利福尼亚州伯班克华纳兄弟工作室举行“Robotaxi Day”活动,活动主题口号为“We,Robot”。特斯拉推出名为CyberCab的无人驾驶出租车和无人驾驶Model Y。特斯拉美股夜盘大幅异动,一度涨超5%,随后直线跳水,现跌超4%。Cybercab成本低于3万美元,将于2026年投产直播画面显示,马斯克驾乘双门车辆抵达Robotaxi活动现场。马斯克:如您所见,我刚刚乘坐“Cybercab”到达活动现场。还有20辆同样的车在路上行驶。正如您所见,车内没有人在驾驶。我们有50辆可以全自动驾驶的汽车。马斯克表示,Cybercab没有方向盘和踏板。预计Cybercab的成本将低于30,000美元,预计将于2026年投入生产。2027年之前,我们会以非常高的产量生产这款车辆。他还表示,Model 3和Model Y的无人驾驶技术也会大幅提升,将实现无人监管的FSD技术。无人驾驶货车Robovan首秀,一次最多装载20人马斯克宣布推出Robovan(无人驾驶厢式汽车),该车可以乘坐20人或运载货物。Optimus机器人量产成本为2万-3万美元马斯克:我们在Optimus机器人方面取得了很大进展。按规模生产的Optimus机器人成本将在2万美元至3万美元之间。特斯拉We Robot发布会上,Optimus机器人进行了集体舞蹈,展示了机器人的灵活性。特斯拉We Robot发布会后的参观活动上,Optimus机器人为参观者提供了酒水服务。","news_type":1},"isVote":1,"tweetType":1,"viewCount":257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358916162674704,"gmtCreate":1728666498091,"gmtModify":1728666499832,"author":{"id":"3461294587157154","authorId":"3461294587157154","name":"大船晴空","avatar":"https://static.tigerbbs.com/0a6ca12860ccf6451aef738e79727597","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3461294587157154","idStr":"3461294587157154"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 特斯拉刚出来一款无人驾驶,简直是震惊全世界,但萝卜快跑不是已经商业运营了吗,不管什么技术路径,从结果上看不是中国落地更快吗?","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 特斯拉刚出来一款无人驾驶,简直是震惊全世界,但萝卜快跑不是已经商业运营了吗,不管什么技术路径,从结果上看不是中国落地更快吗?","text":"$特斯拉(TSLA)$ 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开盘十分钟,30%换手率😳","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/357608641261856","isVote":1,"tweetType":1,"viewCount":1683,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4107041857851210","authorId":"4107041857851210","name":"巴菲毛","avatar":"https://static.tigerbbs.com/856a9c35af4a4f9486a4b53bacf01aae","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4107041857851210","idStr":"4107041857851210"},"content":"一会就该拉升,周五就这个套路","text":"一会就该拉升,周五就这个套路","html":"一会就该拉升,周五就这个套路"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":343697575313600,"gmtCreate":1724939759637,"gmtModify":1724939762233,"author":{"id":"3461294587157154","authorId":"3461294587157154","name":"大船晴空","avatar":"https://static.tigerbbs.com/0a6ca12860ccf6451aef738e79727597","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3461294587157154","idStr":"3461294587157154"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/3527667577115702\">@小米死多头</a>:小米多头应该不错啊//<a href=\"https://laohu8.com/U/3527667577115702\">@小米死多头</a>:别提了,我的账户小眼睛又闭上了","listText":"Replying to <a href=\"https://laohu8.com/U/3527667577115702\">@小米死多头</a>:小米多头应该不错啊//<a href=\"https://laohu8.com/U/3527667577115702\">@小米死多头</a>:别提了,我的账户小眼睛又闭上了","text":"Replying to @小米死多头:小米多头应该不错啊//@小米死多头:别提了,我的账户小眼睛又闭上了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/343697575313600","isVote":1,"tweetType":1,"viewCount":659,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":339780153720856,"gmtCreate":1723958293984,"gmtModify":1723960693258,"author":{"id":"3461294587157154","authorId":"3461294587157154","name":"大船晴空","avatar":"https://static.tigerbbs.com/0a6ca12860ccf6451aef738e79727597","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3461294587157154","idStr":"3461294587157154"},"themes":[],"htmlText":"13,22,16 (3+11)+5=19 (5+13)+5=23 (7+17)+5=29 (3+4)*2=14 (6+2)*2=16 (3+8)*2=22 4*2+1*3=11 3*2+5*3=21 2*2+4*3=16","listText":"13,22,16 (3+11)+5=19 (5+13)+5=23 (7+17)+5=29 (3+4)*2=14 (6+2)*2=16 (3+8)*2=22 4*2+1*3=11 3*2+5*3=21 2*2+4*3=16","text":"13,22,16 (3+11)+5=19 (5+13)+5=23 (7+17)+5=29 (3+4)*2=14 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16","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/339620411957496","isVote":1,"tweetType":1,"viewCount":349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325146069229744,"gmtCreate":1720410419745,"gmtModify":1720410421246,"author":{"id":"3461294587157154","authorId":"3461294587157154","name":"大船晴空","avatar":"https://static.tigerbbs.com/0a6ca12860ccf6451aef738e79727597","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3461294587157154","idStr":"3461294587157154"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> 小米买热搜,是真的吗?","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> 小米买热搜,是真的吗?","text":"$小米集团-W(01810)$ 小米买热搜,是真的吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/325146069229744","isVote":1,"tweetType":1,"viewCount":602,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":318331211804720,"gmtCreate":1718756120875,"gmtModify":1718756123096,"author":{"id":"3461294587157154","authorId":"3461294587157154","name":"大船晴空","avatar":"https://static.tigerbbs.com/0a6ca12860ccf6451aef738e79727597","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3461294587157154","idStr":"3461294587157154"},"themes":[],"htmlText":"整体不错。<br> 希望增加:每个股票增加一个笔记栏,以便随时对该股票进行复盘<a href=\"https://laohu8.com/U/3527667588142897\"> @小虎产品经理 </a>","listText":"整体不错。<br> 希望增加:每个股票增加一个笔记栏,以便随时对该股票进行复盘<a href=\"https://laohu8.com/U/3527667588142897\"> @小虎产品经理 </a>","text":"整体不错。<br> 希望增加:每个股票增加一个笔记栏,以便随时对该股票进行复盘 @小虎产品经理","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/318331211804720","isVote":1,"tweetType":1,"viewCount":1029,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":318331060174896,"gmtCreate":1718756083856,"gmtModify":1718756086112,"author":{"id":"3461294587157154","authorId":"3461294587157154","name":"大船晴空","avatar":"https://static.tigerbbs.com/0a6ca12860ccf6451aef738e79727597","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3461294587157154","idStr":"3461294587157154"},"themes":[],"htmlText":"整体不错。 希望增加:每个股票增加一个笔记栏,以便随时对该股票进行复盘@小虎产品经理","listText":"整体不错。 希望增加:每个股票增加一个笔记栏,以便随时对该股票进行复盘@小虎产品经理","text":"整体不错。 希望增加:每个股票增加一个笔记栏,以便随时对该股票进行复盘@小虎产品经理","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/318331060174896","isVote":1,"tweetType":1,"viewCount":764,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":311636361560128,"gmtCreate":1717109298533,"gmtModify":1717109300857,"author":{"id":"3461294587157154","authorId":"3461294587157154","name":"大船晴空","avatar":"https://static.tigerbbs.com/0a6ca12860ccf6451aef738e79727597","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3461294587157154","idStr":"3461294587157154"},"themes":[],"htmlText":"“如果近期小米再次突破20,我看看还是赶紧卖了出去算了吧。”分析一通,这几年坚持了一个寂寞啊 [捂脸]","listText":"“如果近期小米再次突破20,我看看还是赶紧卖了出去算了吧。”分析一通,这几年坚持了一个寂寞啊 [捂脸]","text":"“如果近期小米再次突破20,我看看还是赶紧卖了出去算了吧。”分析一通,这几年坚持了一个寂寞啊 [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/311636361560128","repostId":"311163650166968","repostType":1,"repost":{"id":311163650166968,"gmtCreate":1716987442105,"gmtModify":1717575332817,"author":{"id":"4087422624240810","authorId":"4087422624240810","name":"AliceSam","avatar":"https://static.tigerbbs.com/77ff717dd7a06de56315c65060829a03","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087422624240810","idStr":"4087422624240810"},"themes":[],"title":"2024学习笔记之111 - 小米财报","htmlText":"[美金][爱心] 💪[爱心]坚持学习,坚持打卡!💪[美金][爱心] 最好的贵人,就是努力的自己[爱心] 💪[爱心] [美金] [你懂的] 积硅步🏃🏃至千里💃💃! [握手] 赚钱路上,龙马精神,你我同行![财迷] [握手][财迷] 今天我来学习一下 <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 的财报。作为持有小米很多年的忠实米粉,前几天小米涨到20多,我回本了,还赚几杯咖啡钱的时候,我没有出手股票。这几天他们股票一直跌,我由盈利变成了亏损几百了,有些郁闷。早知道就先卖出了,等跌下去的时候再卖Put接股票回来,哎,哪有那么多的“早知道” [捂脸] 其实小米在2024年第一季度财报显示了他们公司在多个方面取得了非常的积极的进展,虽然也揭示了一些潜在的挑战和风险,但是总体上是积极的因素比较多一些的。 首先,小米公司在2024年第一季度实现了强劲的财务表现。总收入达到755.1亿元人民币,同比增长27.0%,跟预期数据的731.8亿比起来,要增长了不少。这显示出小米公司业务,是在呈现一个相对来说比较稳健增长态势。看看下面这个财务对比图,增长还是非常明显的。 每股收益EPS为0.255,比起预期数据的0.185,也是要高了不少。看看下面这个对比图,这已经是小米多个季度击败预期了哦。 毛利达到168.3亿元,同比增长45.2%,而经调整净利润更是大幅增长了100.8%至64.9亿元,这显示了公司在利润方面的显著改善。全球智能手机出货量同比增长33.7%,小米继续保持着全球市场份额前三的地位。月活跃用户数和小米AIoT平台联网设备数量也均呈现增长趋势,显示出公司在智能生态领域的持续发展。 小米在多个业务领域的成功表","listText":"[美金][爱心] 💪[爱心]坚持学习,坚持打卡!💪[美金][爱心] 最好的贵人,就是努力的自己[爱心] 💪[爱心] [美金] [你懂的] 积硅步🏃🏃至千里💃💃! [握手] 赚钱路上,龙马精神,你我同行![财迷] [握手][财迷] 今天我来学习一下 <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 的财报。作为持有小米很多年的忠实米粉,前几天小米涨到20多,我回本了,还赚几杯咖啡钱的时候,我没有出手股票。这几天他们股票一直跌,我由盈利变成了亏损几百了,有些郁闷。早知道就先卖出了,等跌下去的时候再卖Put接股票回来,哎,哪有那么多的“早知道” [捂脸] 其实小米在2024年第一季度财报显示了他们公司在多个方面取得了非常的积极的进展,虽然也揭示了一些潜在的挑战和风险,但是总体上是积极的因素比较多一些的。 首先,小米公司在2024年第一季度实现了强劲的财务表现。总收入达到755.1亿元人民币,同比增长27.0%,跟预期数据的731.8亿比起来,要增长了不少。这显示出小米公司业务,是在呈现一个相对来说比较稳健增长态势。看看下面这个财务对比图,增长还是非常明显的。 每股收益EPS为0.255,比起预期数据的0.185,也是要高了不少。看看下面这个对比图,这已经是小米多个季度击败预期了哦。 毛利达到168.3亿元,同比增长45.2%,而经调整净利润更是大幅增长了100.8%至64.9亿元,这显示了公司在利润方面的显著改善。全球智能手机出货量同比增长33.7%,小米继续保持着全球市场份额前三的地位。月活跃用户数和小米AIoT平台联网设备数量也均呈现增长趋势,显示出公司在智能生态领域的持续发展。 小米在多个业务领域的成功表","text":"[美金][爱心] 💪[爱心]坚持学习,坚持打卡!💪[美金][爱心] 最好的贵人,就是努力的自己[爱心] 💪[爱心] [美金] [你懂的] 积硅步🏃🏃至千里💃💃! [握手] 赚钱路上,龙马精神,你我同行![财迷] [握手][财迷] 今天我来学习一下 $小米集团-W(01810)$ 的财报。作为持有小米很多年的忠实米粉,前几天小米涨到20多,我回本了,还赚几杯咖啡钱的时候,我没有出手股票。这几天他们股票一直跌,我由盈利变成了亏损几百了,有些郁闷。早知道就先卖出了,等跌下去的时候再卖Put接股票回来,哎,哪有那么多的“早知道” [捂脸] 其实小米在2024年第一季度财报显示了他们公司在多个方面取得了非常的积极的进展,虽然也揭示了一些潜在的挑战和风险,但是总体上是积极的因素比较多一些的。 首先,小米公司在2024年第一季度实现了强劲的财务表现。总收入达到755.1亿元人民币,同比增长27.0%,跟预期数据的731.8亿比起来,要增长了不少。这显示出小米公司业务,是在呈现一个相对来说比较稳健增长态势。看看下面这个财务对比图,增长还是非常明显的。 每股收益EPS为0.255,比起预期数据的0.185,也是要高了不少。看看下面这个对比图,这已经是小米多个季度击败预期了哦。 毛利达到168.3亿元,同比增长45.2%,而经调整净利润更是大幅增长了100.8%至64.9亿元,这显示了公司在利润方面的显著改善。全球智能手机出货量同比增长33.7%,小米继续保持着全球市场份额前三的地位。月活跃用户数和小米AIoT平台联网设备数量也均呈现增长趋势,显示出公司在智能生态领域的持续发展。 小米在多个业务领域的成功表","images":[{"img":"https://static.tigerbbs.com/57fdb57a181520d08d724421b7ff7c1d","width":"1170","height":"910"},{"img":"https://static.tigerbbs.com/37f00178d71c7f53fc35151b86b7f33f","width":"946","height":"2048"},{"img":"https://static.tigerbbs.com/11e151431b0334fed006265993f4f6be","width":"1170","height":"1778"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/311163650166968","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1534,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":299857279590600,"gmtCreate":1714226740613,"gmtModify":1714226742249,"author":{"id":"3461294587157154","authorId":"3461294587157154","name":"大船晴空","avatar":"https://static.tigerbbs.com/0a6ca12860ccf6451aef738e79727597","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3461294587157154","idStr":"3461294587157154"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$ </a>京东净利润为什么那么低?","listText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$ </a>京东净利润为什么那么低?","text":"$京东(JD)$ 京东净利润为什么那么低?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/299857279590600","isVote":1,"tweetType":1,"viewCount":15291,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3578707760559752","authorId":"3578707760559752","name":"小丑竟是自己","avatar":"https://static.tigerbbs.com/d899609ef246e4a229875ecfc99aba22","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3578707760559752","idStr":"3578707760559752"},"content":"类比一下,京东是沃尔玛,消费者直接向京东买东西,利润率的分母基本就是卖货GMV;阿里和pdd是万达广场,消费者是向入驻商户买东西,平台收入来自商户服务费,利润率的分母不是卖货GMV而是服务费收入。","text":"类比一下,京东是沃尔玛,消费者直接向京东买东西,利润率的分母基本就是卖货GMV;阿里和pdd是万达广场,消费者是向入驻商户买东西,平台收入来自商户服务费,利润率的分母不是卖货GMV而是服务费收入。","html":"类比一下,京东是沃尔玛,消费者直接向京东买东西,利润率的分母基本就是卖货GMV;阿里和pdd是万达广场,消费者是向入驻商户买东西,平台收入来自商户服务费,利润率的分母不是卖货GMV而是服务费收入。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":231648755998832,"gmtCreate":1697563616678,"gmtModify":1697563617742,"author":{"id":"3461294587157154","authorId":"3461294587157154","name":"大船晴空","avatar":"https://static.tigerbbs.com/0a6ca12860ccf6451aef738e79727597","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3461294587157154","idStr":"3461294587157154"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a>手机、电动汽车都卷的厉害,小米堪忧啊","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a>手机、电动汽车都卷的厉害,小米堪忧啊","text":"$小米集团-W(01810)$ 手机、电动汽车都卷的厉害,小米堪忧啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/231648755998832","isVote":1,"tweetType":1,"viewCount":1815,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":626701968,"gmtCreate":1674809282254,"gmtModify":1674809284496,"author":{"id":"3461294587157154","authorId":"3461294587157154","name":"大船晴空","avatar":"https://static.tigerbbs.com/0a6ca12860ccf6451aef738e79727597","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3461294587157154","idStr":"3461294587157154"},"themes":[],"htmlText":"这说了半天也没提小米汽车啊,让读者自己去判断?","listText":"这说了半天也没提小米汽车啊,让读者自己去判断?","text":"这说了半天也没提小米汽车啊,让读者自己去判断?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/626701968","repostId":"626474490","repostType":1,"repost":{"id":626474490,"gmtCreate":1674799257810,"gmtModify":1674799749859,"author":{"id":"4087814906614840","authorId":"4087814906614840","name":"百姓评车","avatar":"https://static.tigerbbs.com/e07b439277487a7257f66873d811effe","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087814906614840","idStr":"4087814906614840"},"themes":[],"title":"小米汽车泄密,虚惊一场还是早有预谋?","htmlText":"最好的时代也是最坏的时代,这或许就是汽车市场的一个注脚。 因为汽车市场正处于从燃油车到新能源车过渡的变革期,科技革命和产业变革愈演愈烈,汽车产业生态和竞争格局面临重构,产品形态和用户体验正在深度变革。 在这种情况下,新能源品牌呈现爆发式增长,各种车型也如雨后春笋一般层出不穷。 据不完全统计,国内在售的新能源汽车品牌已经超过了70多个。而这70多个品牌,目前已经推出了200多款新能源汽车。其中包括造车新势力、传统厂商孵化出的新能源品牌,比如大众ID系列、广汽埃安、上汽智己、长安阿维塔、长安深蓝、长城沙龙等。 越来越多的玩家涌进了新能源车的赛道,车市开始复刻燃油车的“乱战时代”。 燃油车时代存在着这样的鄙视链:一线豪华品牌→二线豪华→一线合资品牌→二线合资→自主品牌。 如果我们再扩展一下,会发现汽车圈的鄙视链无处不在,比如自吸发动机→涡轮增压,六缸→四缸,四缸→三缸,非承载→承载式的、机械四驱→电子四驱的、全时四驱→适时四驱的、带全三把锁的→只有后差锁的、硬派的→城市的。 从品牌影响力来看,鄙视链的线路则为德系→日系→美系→韩系→法系→自主品牌,在自主品牌的圈子里,大家都是互相不服气。 新能源汽车也存在鄙视链 如今,鄙视链也传递到新能源汽车市场,从技术层面来看,纯电→插混车型→增程式→燃油车。 在纯电动车来说,它们认为所有的新能源技术都是过渡技术,最终都是要走向纯电动的,一步到位直接上纯电最直接有效,所以纯电一直认为自己站在技术的最顶端。 混动技术分为多种路线,有串联式、并联式,还有串联/并联混合式。而增程式属于混动技术中最简单的串联式,可油可电,但油只能用来发电,再通过电机来驱动车辆,由于技术实现路径最为简单,能效比低,不省油,所以增程式在混动技术里面,属于被鄙视的。 而增程式又鄙视燃油车。“大嘴”余承东就表示,“要赶紧淘汰纯燃油车,增程式是当前最好的解决方案,还说增程式的问","listText":"最好的时代也是最坏的时代,这或许就是汽车市场的一个注脚。 因为汽车市场正处于从燃油车到新能源车过渡的变革期,科技革命和产业变革愈演愈烈,汽车产业生态和竞争格局面临重构,产品形态和用户体验正在深度变革。 在这种情况下,新能源品牌呈现爆发式增长,各种车型也如雨后春笋一般层出不穷。 据不完全统计,国内在售的新能源汽车品牌已经超过了70多个。而这70多个品牌,目前已经推出了200多款新能源汽车。其中包括造车新势力、传统厂商孵化出的新能源品牌,比如大众ID系列、广汽埃安、上汽智己、长安阿维塔、长安深蓝、长城沙龙等。 越来越多的玩家涌进了新能源车的赛道,车市开始复刻燃油车的“乱战时代”。 燃油车时代存在着这样的鄙视链:一线豪华品牌→二线豪华→一线合资品牌→二线合资→自主品牌。 如果我们再扩展一下,会发现汽车圈的鄙视链无处不在,比如自吸发动机→涡轮增压,六缸→四缸,四缸→三缸,非承载→承载式的、机械四驱→电子四驱的、全时四驱→适时四驱的、带全三把锁的→只有后差锁的、硬派的→城市的。 从品牌影响力来看,鄙视链的线路则为德系→日系→美系→韩系→法系→自主品牌,在自主品牌的圈子里,大家都是互相不服气。 新能源汽车也存在鄙视链 如今,鄙视链也传递到新能源汽车市场,从技术层面来看,纯电→插混车型→增程式→燃油车。 在纯电动车来说,它们认为所有的新能源技术都是过渡技术,最终都是要走向纯电动的,一步到位直接上纯电最直接有效,所以纯电一直认为自己站在技术的最顶端。 混动技术分为多种路线,有串联式、并联式,还有串联/并联混合式。而增程式属于混动技术中最简单的串联式,可油可电,但油只能用来发电,再通过电机来驱动车辆,由于技术实现路径最为简单,能效比低,不省油,所以增程式在混动技术里面,属于被鄙视的。 而增程式又鄙视燃油车。“大嘴”余承东就表示,“要赶紧淘汰纯燃油车,增程式是当前最好的解决方案,还说增程式的问","text":"最好的时代也是最坏的时代,这或许就是汽车市场的一个注脚。 因为汽车市场正处于从燃油车到新能源车过渡的变革期,科技革命和产业变革愈演愈烈,汽车产业生态和竞争格局面临重构,产品形态和用户体验正在深度变革。 在这种情况下,新能源品牌呈现爆发式增长,各种车型也如雨后春笋一般层出不穷。 据不完全统计,国内在售的新能源汽车品牌已经超过了70多个。而这70多个品牌,目前已经推出了200多款新能源汽车。其中包括造车新势力、传统厂商孵化出的新能源品牌,比如大众ID系列、广汽埃安、上汽智己、长安阿维塔、长安深蓝、长城沙龙等。 越来越多的玩家涌进了新能源车的赛道,车市开始复刻燃油车的“乱战时代”。 燃油车时代存在着这样的鄙视链:一线豪华品牌→二线豪华→一线合资品牌→二线合资→自主品牌。 如果我们再扩展一下,会发现汽车圈的鄙视链无处不在,比如自吸发动机→涡轮增压,六缸→四缸,四缸→三缸,非承载→承载式的、机械四驱→电子四驱的、全时四驱→适时四驱的、带全三把锁的→只有后差锁的、硬派的→城市的。 从品牌影响力来看,鄙视链的线路则为德系→日系→美系→韩系→法系→自主品牌,在自主品牌的圈子里,大家都是互相不服气。 新能源汽车也存在鄙视链 如今,鄙视链也传递到新能源汽车市场,从技术层面来看,纯电→插混车型→增程式→燃油车。 在纯电动车来说,它们认为所有的新能源技术都是过渡技术,最终都是要走向纯电动的,一步到位直接上纯电最直接有效,所以纯电一直认为自己站在技术的最顶端。 混动技术分为多种路线,有串联式、并联式,还有串联/并联混合式。而增程式属于混动技术中最简单的串联式,可油可电,但油只能用来发电,再通过电机来驱动车辆,由于技术实现路径最为简单,能效比低,不省油,所以增程式在混动技术里面,属于被鄙视的。 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08:36","market":"us","language":"zh","title":"美团代表对话巡视组:470万骑手均为外包公司员工,与我们无直接劳动关系","url":"https://stock-news.laohu8.com/highlight/detail?id=2134968122","media":"财经自媒体","summary":"美团代表对话巡视组:470万骑手均为外包公司员工,与我们无直接劳动关系来源:豆仔说事最近美团被巡视组约谈,才发现顶着“骑士王者”光环的美团玩的竟是空手套白狼的游戏,最核心的竞争力:470万骑手,居然全是外包,合同不是和美团签的,而是与外包公司签,社会保险,对不起,没有,只能给交3元/天的商业险,就这钱还得从佣金里扣,真是毁人三观。","content":"<html><body><p>原标题:美团代表对话巡视组:470万骑手均为外包公司员工,与我们无直接劳动关系</p><p>来源:豆仔说事</p><p>最近美团被巡视组约谈,才发现顶着“骑士王者”光环的美团玩的竟是空手套白狼的游戏,最核心的竞争力:470万骑手,居然全是外包,合同不是和美团签的,而是与外包公司签,社会保险,对不起,没有,只能给交3元/天的商业险,就这钱还得从佣金里扣,真是毁人三观。</p><div><img src=\"http://k.sinaimg.cn/n/finance/crawl/194/w637h357/20210510/88ee-kpuunnc8759676.jpg/w720fin.jpg\"/></div><p>这些骑手没有任何保障,每天为了多赚点钱,多送几单,骑着电车飞速穿行于各个大街小巷,穿梭于嘈杂的人群闹市和车辆拥堵的公路之中。但是美团却没有尽到一个大公司应有的责任和义务,只是踩在广大劳动者的身上贪婪的吸食着血液。</p><div><img src=\"http://k.sinaimg.cn/n/finance/crawl/216/w641h375/20210510/96f0-kpuunnc8760663.png/w720fin.jpg\"/></div><p>要知道,美团可是全国最大的互联网外卖零售平台,妥妥的超级巨头公司,应该肩负起一定的社会责任。即使你是商业资本化运作的公司,不想承担社会责任,但也不能这样的利欲熏心,置为你风里来雨里去的470万员工的合法权益于不顾,干活为你干,出了事你自己先摘干净。</p><div><img src=\"http://k.sinaimg.cn/n/finance/crawl/122/w641h281/20210510/e747-kpuunnc8761042.jpg/w720fin.jpg\"/></div><p>美团不要以为自己会大而不倒,任何不尊重劳动者、无社会责任感的企业必将为此付出应有的代价。</p></body></html>","source":"sina_symbol","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美团代表对话巡视组:470万骑手均为外包公司员工,与我们无直接劳动关系</title>\n<style 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href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/chanjing/gsnews/2021-05-10/doc-ikmyaawc4364881.shtml><strong>财经自媒体</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题:美团代表对话巡视组:470万骑手均为外包公司员工,与我们无直接劳动关系来源:豆仔说事最近美团被巡视组约谈,才发现顶着“骑士王者”光环的美团玩的竟是空手套白狼的游戏,最核心的竞争力:470万骑手,居然全是外包,合同不是和美团签的,而是与外包公司签,社会保险,对不起,没有,只能给交3元/天的商业险,就这钱还得从佣金里扣,真是毁人三观。这些骑手没有任何保障,每天为了多赚点钱,多送几单,骑着电车...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/chanjing/gsnews/2021-05-10/doc-ikmyaawc4364881.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5dbd4ef4cf9c9c3df70d9ff23af4de11","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","03690":"美团-W"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/chanjing/gsnews/2021-05-10/doc-ikmyaawc4364881.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2134968122","content_text":"原标题:美团代表对话巡视组:470万骑手均为外包公司员工,与我们无直接劳动关系来源:豆仔说事最近美团被巡视组约谈,才发现顶着“骑士王者”光环的美团玩的竟是空手套白狼的游戏,最核心的竞争力:470万骑手,居然全是外包,合同不是和美团签的,而是与外包公司签,社会保险,对不起,没有,只能给交3元/天的商业险,就这钱还得从佣金里扣,真是毁人三观。这些骑手没有任何保障,每天为了多赚点钱,多送几单,骑着电车飞速穿行于各个大街小巷,穿梭于嘈杂的人群闹市和车辆拥堵的公路之中。但是美团却没有尽到一个大公司应有的责任和义务,只是踩在广大劳动者的身上贪婪的吸食着血液。要知道,美团可是全国最大的互联网外卖零售平台,妥妥的超级巨头公司,应该肩负起一定的社会责任。即使你是商业资本化运作的公司,不想承担社会责任,但也不能这样的利欲熏心,置为你风里来雨里去的470万员工的合法权益于不顾,干活为你干,出了事你自己先摘干净。美团不要以为自己会大而不倒,任何不尊重劳动者、无社会责任感的企业必将为此付出应有的代价。","news_type":1},"isVote":1,"tweetType":1,"viewCount":6629,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3474326287970747","authorId":"3474326287970747","name":"兔子须","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"idStr":"3474326287970747","authorIdStr":"3474326287970747"},"content":"没什么用。吃官粮的不会在乎你想的一切。尤其不在乎龙头企业和投资者的死活,毕竟你们挣钱又不给他加工资,看着还眼红。关键是连依F治都是嘴上说说,动不动给你搞个巡视督察,即便你没有任何违法行为,即便你只是民营企业,又 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href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a><a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>刚才翻出来2017.6.24的聊天记录,统计了一下,历经3.5年,上涨幅最小的Facebook年化收益率17%,涨幅最大的亚马逊,3.5年年化收益率25%,这个收益率,大家有耐心守住吗?","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a><a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>刚才翻出来2017.6.24的聊天记录,统计了一下,历经3.5年,上涨幅最小的Facebook年化收益率17%,涨幅最大的亚马逊,3.5年年化收益率25%,这个收益率,大家有耐心守住吗?","text":"$小米集团-W(01810)$$亚马逊(AMZN)$$苹果(AAPL)$刚才翻出来2017.6.24的聊天记录,统计了一下,历经3.5年,上涨幅最小的Facebook年化收益率17%,涨幅最大的亚马逊,3.5年年化收益率25%,这个收益率,大家有耐心守住吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/399312667","isVote":1,"tweetType":1,"viewCount":2703,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"109921353127640","authorId":"109921353127640","name":"降龙无悔","avatar":"https://static.tigerbbs.com/dea6a6ad82f509f07f16471ea9a8e919","crmLevel":2,"crmLevelSwitch":0,"idStr":"109921353127640","authorIdStr":"109921353127640"},"content":"美团的是多少?","text":"美团的是多少?","html":"美团的是多少?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":198374,"gmtCreate":1528190319697,"gmtModify":1704894147667,"author":{"id":"3461294587157154","authorId":"3461294587157154","name":"大船晴空","avatar":"https://static.tigerbbs.com/0a6ca12860ccf6451aef738e79727597","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3461294587157154","authorIdStr":"3461294587157154"},"themes":[],"title":"网易的底在哪里?","htmlText":"$网易(NTES)$任何时候都有人说到底了,同时有人说离底还远,何去何从?","listText":"$网易(NTES)$任何时候都有人说到底了,同时有人说离底还远,何去何从?","text":"$网易(NTES)$任何时候都有人说到底了,同时有人说离底还远,何去何从?","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/198374","isVote":1,"tweetType":1,"viewCount":887,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":153722017,"gmtCreate":1625052560039,"gmtModify":1625052560039,"author":{"id":"3461294587157154","authorId":"3461294587157154","name":"大船晴空","avatar":"https://static.tigerbbs.com/0a6ca12860ccf6451aef738e79727597","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3461294587157154","authorIdStr":"3461294587157154"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XELA\">$Exela Technologies, Inc.(XELA)$</a>这么多人都预测要起飞的时候,感觉悬了,难不成让庄家带散户赚钱?","listText":"<a href=\"https://laohu8.com/S/XELA\">$Exela Technologies, Inc.(XELA)$</a>这么多人都预测要起飞的时候,感觉悬了,难不成让庄家带散户赚钱?","text":"$Exela Technologies, Inc.(XELA)$这么多人都预测要起飞的时候,感觉悬了,难不成让庄家带散户赚钱?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":1,"link":"https://laohu8.com/post/153722017","isVote":1,"tweetType":1,"viewCount":5835,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3551397293314337","authorId":"3551397293314337","name":"充满正能量","avatar":"https://static.tigerbbs.com/57e451ce211ec9007810f018c026cfed","crmLevel":5,"crmLevelSwitch":0,"idStr":"3551397293314337","authorIdStr":"3551397293314337"},"content":"增发了……","text":"增发了……","html":"增发了……"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":164992412,"gmtCreate":1624164358636,"gmtModify":1624164358636,"author":{"id":"3461294587157154","authorId":"3461294587157154","name":"大船晴空","avatar":"https://static.tigerbbs.com/0a6ca12860ccf6451aef738e79727597","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3461294587157154","authorIdStr":"3461294587157154"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a><a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a><a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>今天中考,突然在考生的复习资料上看到这个。","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a><a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a><a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>今天中考,突然在考生的复习资料上看到这个。","text":"$美团-W(03690)$$腾讯控股(00700)$$阿里巴巴-SW(09988)$今天中考,突然在考生的复习资料上看到这个。","images":[{"img":"https://static.tigerbbs.com/4c0d0583b53effda483694076dda50e0","width":"2304","height":"717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/164992412","isVote":1,"tweetType":1,"viewCount":3558,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3513498855058562","authorId":"3513498855058562","name":"入水而深","avatar":"https://static.tigerbbs.com/30b644c79526908bc0a40a5cd89a6a67","crmLevel":4,"crmLevelSwitch":0,"idStr":"3513498855058562","authorIdStr":"3513498855058562"},"content":"从世界各国历史看,社会主义就是一起穷。","text":"从世界各国历史看,社会主义就是一起穷。","html":"从世界各国历史看,社会主义就是一起穷。"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":319115062,"gmtCreate":1611549757856,"gmtModify":1703750829248,"author":{"id":"3461294587157154","authorId":"3461294587157154","name":"大船晴空","avatar":"https://static.tigerbbs.com/0a6ca12860ccf6451aef738e79727597","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3461294587157154","authorIdStr":"3461294587157154"},"themes":[],"htmlText":"上面的数据从哪里来的,我查了一下,2020股民平均盈利10万","listText":"上面的数据从哪里来的,我查了一下,2020股民平均盈利10万","text":"上面的数据从哪里来的,我查了一下,2020股民平均盈利10万","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/319115062","repostId":"1142406984","repostType":4,"repost":{"id":"1142406984","weMediaInfo":{"introduction":"格隆汇旗下公众号。分享和探讨港股、美国中概股以及少量估值确有吸引力之A股的投资线索、投资机会与投资心得.","home_visible":1,"media_name":"格隆汇","id":"3","head_image":"https://static.tigerbbs.com/24397cd0a72f485e9734d658c5a0841d"},"pubTimestamp":1611535430,"share":"https://www.laohu8.com/m/news/1142406984?lang=&edition=full","pubTime":"2021-01-25 08:43","market":"sh","language":"zh","title":"是时候警惕A股第二波反噬了?","url":"https://stock-news.laohu8.com/highlight/detail?id=1142406984","media":"格隆汇","summary":"上周,A股各大指数纷纷放量上涨,再次创下3636.24点的新高,只有周五指数迎来调整,并没有影响某些龙头个股抱团的筹码松动。\n\n那么反噬何来呢?\n首先,反噬并不是意味着崩盘,只是市场震荡的汇总词,相较","content":"<p>上周,A股各大指数纷纷放量上涨,再次创下3636.24点的新高,只有周五指数迎来调整,并没有影响某些龙头个股抱团的筹码松动。</p>\n<p><img src=\"https://static.tigerbbs.com/702df60bec1d90650ebca5a00972b03a\" tg-width=\"1080\" tg-height=\"452\"></p>\n<p><b>那么反噬何来呢?</b></p>\n<p>首先,反噬并不是意味着崩盘,只是市场震荡的汇总词,相较于以前,买入一家公司,如果是顶部或者不被市场资金重视,基本上套6%以上的跌幅没跑的,这是非常普遍的现象,在2021年春季躁动的过程中,A股在1月第二周时候迎来一波抱团调整。</p>\n<p><b>比如:<a href=\"https://laohu8.com/S/601012\">隆基股份</a>跌6.65%(1/14),<a href=\"https://laohu8.com/S/300750\">宁德时代</a>两天累跌超8%(1/14、1/15),万得白酒指数至今累跌超10%,万得军工指数至今累跌超15%。</b></p>\n<p>进入2021年,市场的三条主线:白酒、军工和新能源,在1月10日,很多龙头股被重锤。直到现在,依旧整体性再跑的唯有新能源这一条线,白酒依然在调整,军工也只有小部分个股在强势。</p>\n<p><b>这就是所谓的第一次反噬。</b></p>\n<p>如果非要去找原因,无非还是那几个点:<b>抱团的行业涨太多需要消化盈利盘,同时“省港骑兵”大幅度南下拉高恒生指数出现技术性调整带的情绪扰动。</b></p>\n<p>单单从盘面上看来,指数没有重挫,在一定的区间上震荡,但是股民却惨了,有这样一个数据显示,截至到上周,今年散户人均亏损10万。</p>\n<p>这10万里面,有一部分是没有躺对行业,在抱团造成的持续性抽血个股下跌造成,另一部分,则是在上周抱团行业调整造成的。毕竟,一旦调整,基本上7%以上的回调,震荡比以往更加厉害。<b>于投资者而言,很多时候3000点赚的钱,在3500点亏光也不是一次两次了。</b></p>\n<p>所以,今天这篇文章来看下当前机构分化的动向在哪?也应该去警惕抱团个股高位下是否存在第二次反噬,要知道,新能源当前积累的情绪可是一天比一天热。</p>\n<p>比如,宁德时代208倍、<a href=\"https://laohu8.com/S/002594\">比亚迪</a>410倍、<a href=\"https://laohu8.com/S/01772\">赣锋锂业</a>522倍、<a href=\"https://laohu8.com/S/300014\">亿纬锂能</a>137倍,虽然隆基股份、<a href=\"https://laohu8.com/S/600438\">通威股份</a>两个光伏双龙的PE还在80附近,不过一旦某只龙头股情绪释放,其他公司很容易的就被带动,10%左右的调整都不奇怪。</p>\n<p><b>1、</b><b><b>资金去哪了?</b></b></p>\n<p>在来说这个问题之前,我们要看量能:当前市场量能还是处于非常健康的状态。在上周出现一定缩量的情况下,这周再次回到万亿的成交额,说明市场还是有钱的。</p>\n<p>同时年初以来的增量资金非常的明显,就是新募集的基金,成立新基金规模超千亿,在加上未来养老金的加速进场,所以机构这块进来的新钱较2020年整体来说不逞多让。</p>\n<p><b>当年初以来的三条主线抱团有一定的松散,流出来的钱去哪了?</b></p>\n<p><b>(1)南下</b></p>\n<p>截至到1月22日,南下资金累计流入超2200亿元,在近半个时间连续多天创下单日净流入记录。</p>\n<p><img src=\"https://static.tigerbbs.com/80fd8bfea710f0a353212efef6733f7c\" tg-width=\"728\" tg-height=\"874\"></p>\n<p>于港股而言,一方面港股是价值洼地,因为全球活跃的几大市场就剩港股在坑里蹲着,再叠加大批优质的公司在港上市,投资价值的优势进一步突出。另一方面港股定价权之争,机构新募集过来的钱又有通道,自然不会放过为国抄底的机会。</p>\n<p><b>值得注意的是,资金大量的南下抄底港股,其实并不会给A股带来资金面的影响,相反,带来的市场情绪影响更大,尤其是对大蓝筹的影响。</b></p>\n<p>比如美的集团:</p>\n<p><img src=\"https://static.tigerbbs.com/34edfd21aa1c2b1f9168c2be931875ae\" tg-width=\"1080\" tg-height=\"581\"></p>\n<p>中国平安:</p>\n<p><img src=\"https://static.tigerbbs.com/e49b5202b4c16d86225e9cb6378c6764\" tg-width=\"1080\" tg-height=\"572\"></p>\n<p>格力电器:</p>\n<p><img src=\"https://static.tigerbbs.com/19acec77460875b8b22e614f09ad798c\" tg-width=\"1080\" tg-height=\"548\"></p>\n<p><b>(2)强基本面支撑的中小盘</b></p>\n<p>在1月份上旬,根据东财Choice数据显示,截至1月15日,A股户均亏损超过10万元的公司有120家,这些公司合计股东户数为219万户。<b>这些数据的背后,是在机构抱团的趋势下,造成个股大规模抽血效应,市场资金过度集中。</b></p>\n<p>那么,在主线抱团出现一定放松之后,整个市场在保持热度成交量情况下,机构分化的方向,回流做多前期被极度抽血跌下来又有强支撑面的中小盘个股。这些有独特赛道或者优质业绩基本面的公司,很明显在在1月份下半旬开始放量:</p>\n<p>盐津铺子:</p>\n<p><img src=\"https://static.tigerbbs.com/a1c231c334c2cff3d503f3bf5e6412f2\" tg-width=\"1080\" tg-height=\"544\"></p>\n<p>特变电工:</p>\n<p><img src=\"https://static.tigerbbs.com/010ee3677b60801c19dbbac23c6c512c\" tg-width=\"1080\" tg-height=\"545\"></p>\n<p>美年健康:</p>\n<p><img src=\"https://static.tigerbbs.com/5a149c8336638ce614246bad7c59544f\" tg-width=\"1080\" tg-height=\"589\"></p>\n<p><b>2、</b><b><b>是时候警惕第二波反噬</b></b></p>\n<p>来复盘下这次抱团的时间,从阶段性底部的释放行情是在2020年7月份,以化工、新能源、军工、整车、白酒、顺周期这些构成,时间长达半年多。<b>这段时间完完全全是在去年机构资金以及新募集资金推动,背后是机构拿到了这些行业的定价权。</b></p>\n<p>除了上面这些行业的定价权被拿走外,<b>被拿走还有前期的抱团行业科技,医药。</b></p>\n<p>抛开外围的风险,当前市场的轮动,更多的只是抱团行业的快速风偏转换,当市场的抱团行业筹码出现一定松动的情况下,会出现前期抱团的比如科技,医药产生异动拉升的情况。<b>以前这个情况是抱团松,大蓝筹补涨。</b></p>\n<p>这个原因,在于这些前期抱团行业,机构掌握了大量的浮盈,变成了防守仓位,当进攻性的仓位有人抢跑之时,机构的资金很容易的自动对冲到原来的区域形成防守。</p>\n<p>这也就是目前这段时间,出现唯独新能源高歌,军工白酒依旧调整,科技和医药的某些龙头也在慢慢的动的盘面。<b>值得注意的是,防守来的快,去的也快。</b></p>\n<p>因为机构也是担心,自己卖出去了还能不能再买回来,所以,龙头的高溢价的背后造成当前机构资金谨小慎微,一有风吹草动就先趴下的原因,<b>所以这也是为什么大家都在说“芯片股,就是一个渣男!”</b></p>\n<p><b>这一周刷屏的公募四季度持仓</b>,基本上没有什么太大的变化,简单一图看懂:</p>\n<p><img src=\"https://static.tigerbbs.com/7b637093eb2d080bcb29b9711303004d\" tg-width=\"750\" tg-height=\"974\"></p>\n<p>大概的一个方向,就是一些头部涨幅巨大的个股出现少许的减持,比如比亚迪、隆基股份,宁德时代等等,<b>共同点就是南下抄底港股以及基金经理基本上一致性的降低2021年的收益。</b></p>\n<p>比如去年的公募冠军赵诣:“2019年新能源车估值下降,市场关注度降低,因此去年更容易赚到企业业绩增长的钱。然而,2021年投资新能源车就会比较难,一方面,这些板块的龙头企业估值提升,已经透支了一些未来的成长性;另一方面,当前获利者较多,今年一有风吹草动,获利盘就可能撤出。”</p>\n<p>易方达冯波认为:“短期和长期会有一些差异,明年可能是相对比较复杂的一年,一方面是经济情况表现很好,另一方面是估值提升在上升。对于明年,我们应该降低投资预期,回到正常的预期状态。”</p>\n<p><b>那么,如何警惕反噬的时间呢?</b></p>\n<p><b>(1)机构的风偏。</b>目前机构资金明显的两个趋势:南下抢钱,建仓前期超跌的具有强基本面的中小盘。透露出来的信号就是机构的偏防守的态度,不再过度集中的在几个方向做多。因为前期的过度性集中已经造成配置型资金的减仓或者调仓带来的震荡,给交易型资金的结果是获利出局。</p>\n<p>根据数据显示,截至到上周末,整个市场新发行的基金累计大概在3000多亿的增量资金,而目前这些机构基金已经吃了两年的超额收益,而上述这些基金很大一部分是属于开放式基金,那么一旦市场前期产生震荡导致大规模的赎回,会产生的踩踏或者进一步下跌。</p>\n<p><b>所以,对于这个时间点,要警惕便是外围风险的传导,比如拜登上台之后,美联储后续的动作是否会缩紧流动性。</b></p>\n<p><b>(2)空军在加速进场。</b>从下图来看,截至到1月21日,市场整体的做多力量在衰减,做空的单子已经明显的开始提升,IF2102的卖单量1640超过买单1056。</p>\n<p><img src=\"https://static.tigerbbs.com/561f2b54572bbb9b5be1fd71ff54cafc\" tg-width=\"941\" tg-height=\"854\"></p>\n<p><b>3、</b><b><b>小结</b></b></p>\n<p>当前的市场,无论从哪一个角度来说,机构抱团已经是达到的情绪化的高潮,最明显的便是新能源,在稍微回踩后继续猛冲。如果在下周或者未来半个月再次出现集体性的反噬回调,上下波动个15个点,我觉得正常。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>是时候警惕A股第二波反噬了?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n是时候警惕A股第二波反噬了?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/3\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/24397cd0a72f485e9734d658c5a0841d);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">格隆汇 </p>\n<p class=\"h-time\">2021-01-25 08:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>上周,A股各大指数纷纷放量上涨,再次创下3636.24点的新高,只有周五指数迎来调整,并没有影响某些龙头个股抱团的筹码松动。</p>\n<p><img src=\"https://static.tigerbbs.com/702df60bec1d90650ebca5a00972b03a\" tg-width=\"1080\" tg-height=\"452\"></p>\n<p><b>那么反噬何来呢?</b></p>\n<p>首先,反噬并不是意味着崩盘,只是市场震荡的汇总词,相较于以前,买入一家公司,如果是顶部或者不被市场资金重视,基本上套6%以上的跌幅没跑的,这是非常普遍的现象,在2021年春季躁动的过程中,A股在1月第二周时候迎来一波抱团调整。</p>\n<p><b>比如:<a href=\"https://laohu8.com/S/601012\">隆基股份</a>跌6.65%(1/14),<a href=\"https://laohu8.com/S/300750\">宁德时代</a>两天累跌超8%(1/14、1/15),万得白酒指数至今累跌超10%,万得军工指数至今累跌超15%。</b></p>\n<p>进入2021年,市场的三条主线:白酒、军工和新能源,在1月10日,很多龙头股被重锤。直到现在,依旧整体性再跑的唯有新能源这一条线,白酒依然在调整,军工也只有小部分个股在强势。</p>\n<p><b>这就是所谓的第一次反噬。</b></p>\n<p>如果非要去找原因,无非还是那几个点:<b>抱团的行业涨太多需要消化盈利盘,同时“省港骑兵”大幅度南下拉高恒生指数出现技术性调整带的情绪扰动。</b></p>\n<p>单单从盘面上看来,指数没有重挫,在一定的区间上震荡,但是股民却惨了,有这样一个数据显示,截至到上周,今年散户人均亏损10万。</p>\n<p>这10万里面,有一部分是没有躺对行业,在抱团造成的持续性抽血个股下跌造成,另一部分,则是在上周抱团行业调整造成的。毕竟,一旦调整,基本上7%以上的回调,震荡比以往更加厉害。<b>于投资者而言,很多时候3000点赚的钱,在3500点亏光也不是一次两次了。</b></p>\n<p>所以,今天这篇文章来看下当前机构分化的动向在哪?也应该去警惕抱团个股高位下是否存在第二次反噬,要知道,新能源当前积累的情绪可是一天比一天热。</p>\n<p>比如,宁德时代208倍、<a href=\"https://laohu8.com/S/002594\">比亚迪</a>410倍、<a href=\"https://laohu8.com/S/01772\">赣锋锂业</a>522倍、<a href=\"https://laohu8.com/S/300014\">亿纬锂能</a>137倍,虽然隆基股份、<a href=\"https://laohu8.com/S/600438\">通威股份</a>两个光伏双龙的PE还在80附近,不过一旦某只龙头股情绪释放,其他公司很容易的就被带动,10%左右的调整都不奇怪。</p>\n<p><b>1、</b><b><b>资金去哪了?</b></b></p>\n<p>在来说这个问题之前,我们要看量能:当前市场量能还是处于非常健康的状态。在上周出现一定缩量的情况下,这周再次回到万亿的成交额,说明市场还是有钱的。</p>\n<p>同时年初以来的增量资金非常的明显,就是新募集的基金,成立新基金规模超千亿,在加上未来养老金的加速进场,所以机构这块进来的新钱较2020年整体来说不逞多让。</p>\n<p><b>当年初以来的三条主线抱团有一定的松散,流出来的钱去哪了?</b></p>\n<p><b>(1)南下</b></p>\n<p>截至到1月22日,南下资金累计流入超2200亿元,在近半个时间连续多天创下单日净流入记录。</p>\n<p><img src=\"https://static.tigerbbs.com/80fd8bfea710f0a353212efef6733f7c\" tg-width=\"728\" tg-height=\"874\"></p>\n<p>于港股而言,一方面港股是价值洼地,因为全球活跃的几大市场就剩港股在坑里蹲着,再叠加大批优质的公司在港上市,投资价值的优势进一步突出。另一方面港股定价权之争,机构新募集过来的钱又有通道,自然不会放过为国抄底的机会。</p>\n<p><b>值得注意的是,资金大量的南下抄底港股,其实并不会给A股带来资金面的影响,相反,带来的市场情绪影响更大,尤其是对大蓝筹的影响。</b></p>\n<p>比如美的集团:</p>\n<p><img src=\"https://static.tigerbbs.com/34edfd21aa1c2b1f9168c2be931875ae\" tg-width=\"1080\" tg-height=\"581\"></p>\n<p>中国平安:</p>\n<p><img src=\"https://static.tigerbbs.com/e49b5202b4c16d86225e9cb6378c6764\" tg-width=\"1080\" tg-height=\"572\"></p>\n<p>格力电器:</p>\n<p><img src=\"https://static.tigerbbs.com/19acec77460875b8b22e614f09ad798c\" tg-width=\"1080\" tg-height=\"548\"></p>\n<p><b>(2)强基本面支撑的中小盘</b></p>\n<p>在1月份上旬,根据东财Choice数据显示,截至1月15日,A股户均亏损超过10万元的公司有120家,这些公司合计股东户数为219万户。<b>这些数据的背后,是在机构抱团的趋势下,造成个股大规模抽血效应,市场资金过度集中。</b></p>\n<p>那么,在主线抱团出现一定放松之后,整个市场在保持热度成交量情况下,机构分化的方向,回流做多前期被极度抽血跌下来又有强支撑面的中小盘个股。这些有独特赛道或者优质业绩基本面的公司,很明显在在1月份下半旬开始放量:</p>\n<p>盐津铺子:</p>\n<p><img src=\"https://static.tigerbbs.com/a1c231c334c2cff3d503f3bf5e6412f2\" tg-width=\"1080\" tg-height=\"544\"></p>\n<p>特变电工:</p>\n<p><img src=\"https://static.tigerbbs.com/010ee3677b60801c19dbbac23c6c512c\" tg-width=\"1080\" tg-height=\"545\"></p>\n<p>美年健康:</p>\n<p><img src=\"https://static.tigerbbs.com/5a149c8336638ce614246bad7c59544f\" tg-width=\"1080\" tg-height=\"589\"></p>\n<p><b>2、</b><b><b>是时候警惕第二波反噬</b></b></p>\n<p>来复盘下这次抱团的时间,从阶段性底部的释放行情是在2020年7月份,以化工、新能源、军工、整车、白酒、顺周期这些构成,时间长达半年多。<b>这段时间完完全全是在去年机构资金以及新募集资金推动,背后是机构拿到了这些行业的定价权。</b></p>\n<p>除了上面这些行业的定价权被拿走外,<b>被拿走还有前期的抱团行业科技,医药。</b></p>\n<p>抛开外围的风险,当前市场的轮动,更多的只是抱团行业的快速风偏转换,当市场的抱团行业筹码出现一定松动的情况下,会出现前期抱团的比如科技,医药产生异动拉升的情况。<b>以前这个情况是抱团松,大蓝筹补涨。</b></p>\n<p>这个原因,在于这些前期抱团行业,机构掌握了大量的浮盈,变成了防守仓位,当进攻性的仓位有人抢跑之时,机构的资金很容易的自动对冲到原来的区域形成防守。</p>\n<p>这也就是目前这段时间,出现唯独新能源高歌,军工白酒依旧调整,科技和医药的某些龙头也在慢慢的动的盘面。<b>值得注意的是,防守来的快,去的也快。</b></p>\n<p>因为机构也是担心,自己卖出去了还能不能再买回来,所以,龙头的高溢价的背后造成当前机构资金谨小慎微,一有风吹草动就先趴下的原因,<b>所以这也是为什么大家都在说“芯片股,就是一个渣男!”</b></p>\n<p><b>这一周刷屏的公募四季度持仓</b>,基本上没有什么太大的变化,简单一图看懂:</p>\n<p><img src=\"https://static.tigerbbs.com/7b637093eb2d080bcb29b9711303004d\" tg-width=\"750\" tg-height=\"974\"></p>\n<p>大概的一个方向,就是一些头部涨幅巨大的个股出现少许的减持,比如比亚迪、隆基股份,宁德时代等等,<b>共同点就是南下抄底港股以及基金经理基本上一致性的降低2021年的收益。</b></p>\n<p>比如去年的公募冠军赵诣:“2019年新能源车估值下降,市场关注度降低,因此去年更容易赚到企业业绩增长的钱。然而,2021年投资新能源车就会比较难,一方面,这些板块的龙头企业估值提升,已经透支了一些未来的成长性;另一方面,当前获利者较多,今年一有风吹草动,获利盘就可能撤出。”</p>\n<p>易方达冯波认为:“短期和长期会有一些差异,明年可能是相对比较复杂的一年,一方面是经济情况表现很好,另一方面是估值提升在上升。对于明年,我们应该降低投资预期,回到正常的预期状态。”</p>\n<p><b>那么,如何警惕反噬的时间呢?</b></p>\n<p><b>(1)机构的风偏。</b>目前机构资金明显的两个趋势:南下抢钱,建仓前期超跌的具有强基本面的中小盘。透露出来的信号就是机构的偏防守的态度,不再过度集中的在几个方向做多。因为前期的过度性集中已经造成配置型资金的减仓或者调仓带来的震荡,给交易型资金的结果是获利出局。</p>\n<p>根据数据显示,截至到上周末,整个市场新发行的基金累计大概在3000多亿的增量资金,而目前这些机构基金已经吃了两年的超额收益,而上述这些基金很大一部分是属于开放式基金,那么一旦市场前期产生震荡导致大规模的赎回,会产生的踩踏或者进一步下跌。</p>\n<p><b>所以,对于这个时间点,要警惕便是外围风险的传导,比如拜登上台之后,美联储后续的动作是否会缩紧流动性。</b></p>\n<p><b>(2)空军在加速进场。</b>从下图来看,截至到1月21日,市场整体的做多力量在衰减,做空的单子已经明显的开始提升,IF2102的卖单量1640超过买单1056。</p>\n<p><img src=\"https://static.tigerbbs.com/561f2b54572bbb9b5be1fd71ff54cafc\" tg-width=\"941\" tg-height=\"854\"></p>\n<p><b>3、</b><b><b>小结</b></b></p>\n<p>当前的市场,无论从哪一个角度来说,机构抱团已经是达到的情绪化的高潮,最明显的便是新能源,在稍微回踩后继续猛冲。如果在下周或者未来半个月再次出现集体性的反噬回调,上下波动个15个点,我觉得正常。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2f0a33d348220bb2adf940f6be33e5b4","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142406984","content_text":"上周,A股各大指数纷纷放量上涨,再次创下3636.24点的新高,只有周五指数迎来调整,并没有影响某些龙头个股抱团的筹码松动。\n\n那么反噬何来呢?\n首先,反噬并不是意味着崩盘,只是市场震荡的汇总词,相较于以前,买入一家公司,如果是顶部或者不被市场资金重视,基本上套6%以上的跌幅没跑的,这是非常普遍的现象,在2021年春季躁动的过程中,A股在1月第二周时候迎来一波抱团调整。\n比如:隆基股份跌6.65%(1/14),宁德时代两天累跌超8%(1/14、1/15),万得白酒指数至今累跌超10%,万得军工指数至今累跌超15%。\n进入2021年,市场的三条主线:白酒、军工和新能源,在1月10日,很多龙头股被重锤。直到现在,依旧整体性再跑的唯有新能源这一条线,白酒依然在调整,军工也只有小部分个股在强势。\n这就是所谓的第一次反噬。\n如果非要去找原因,无非还是那几个点:抱团的行业涨太多需要消化盈利盘,同时“省港骑兵”大幅度南下拉高恒生指数出现技术性调整带的情绪扰动。\n单单从盘面上看来,指数没有重挫,在一定的区间上震荡,但是股民却惨了,有这样一个数据显示,截至到上周,今年散户人均亏损10万。\n这10万里面,有一部分是没有躺对行业,在抱团造成的持续性抽血个股下跌造成,另一部分,则是在上周抱团行业调整造成的。毕竟,一旦调整,基本上7%以上的回调,震荡比以往更加厉害。于投资者而言,很多时候3000点赚的钱,在3500点亏光也不是一次两次了。\n所以,今天这篇文章来看下当前机构分化的动向在哪?也应该去警惕抱团个股高位下是否存在第二次反噬,要知道,新能源当前积累的情绪可是一天比一天热。\n比如,宁德时代208倍、比亚迪410倍、赣锋锂业522倍、亿纬锂能137倍,虽然隆基股份、通威股份两个光伏双龙的PE还在80附近,不过一旦某只龙头股情绪释放,其他公司很容易的就被带动,10%左右的调整都不奇怪。\n1、资金去哪了?\n在来说这个问题之前,我们要看量能:当前市场量能还是处于非常健康的状态。在上周出现一定缩量的情况下,这周再次回到万亿的成交额,说明市场还是有钱的。\n同时年初以来的增量资金非常的明显,就是新募集的基金,成立新基金规模超千亿,在加上未来养老金的加速进场,所以机构这块进来的新钱较2020年整体来说不逞多让。\n当年初以来的三条主线抱团有一定的松散,流出来的钱去哪了?\n(1)南下\n截至到1月22日,南下资金累计流入超2200亿元,在近半个时间连续多天创下单日净流入记录。\n\n于港股而言,一方面港股是价值洼地,因为全球活跃的几大市场就剩港股在坑里蹲着,再叠加大批优质的公司在港上市,投资价值的优势进一步突出。另一方面港股定价权之争,机构新募集过来的钱又有通道,自然不会放过为国抄底的机会。\n值得注意的是,资金大量的南下抄底港股,其实并不会给A股带来资金面的影响,相反,带来的市场情绪影响更大,尤其是对大蓝筹的影响。\n比如美的集团:\n\n中国平安:\n\n格力电器:\n\n(2)强基本面支撑的中小盘\n在1月份上旬,根据东财Choice数据显示,截至1月15日,A股户均亏损超过10万元的公司有120家,这些公司合计股东户数为219万户。这些数据的背后,是在机构抱团的趋势下,造成个股大规模抽血效应,市场资金过度集中。\n那么,在主线抱团出现一定放松之后,整个市场在保持热度成交量情况下,机构分化的方向,回流做多前期被极度抽血跌下来又有强支撑面的中小盘个股。这些有独特赛道或者优质业绩基本面的公司,很明显在在1月份下半旬开始放量:\n盐津铺子:\n\n特变电工:\n\n美年健康:\n\n2、是时候警惕第二波反噬\n来复盘下这次抱团的时间,从阶段性底部的释放行情是在2020年7月份,以化工、新能源、军工、整车、白酒、顺周期这些构成,时间长达半年多。这段时间完完全全是在去年机构资金以及新募集资金推动,背后是机构拿到了这些行业的定价权。\n除了上面这些行业的定价权被拿走外,被拿走还有前期的抱团行业科技,医药。\n抛开外围的风险,当前市场的轮动,更多的只是抱团行业的快速风偏转换,当市场的抱团行业筹码出现一定松动的情况下,会出现前期抱团的比如科技,医药产生异动拉升的情况。以前这个情况是抱团松,大蓝筹补涨。\n这个原因,在于这些前期抱团行业,机构掌握了大量的浮盈,变成了防守仓位,当进攻性的仓位有人抢跑之时,机构的资金很容易的自动对冲到原来的区域形成防守。\n这也就是目前这段时间,出现唯独新能源高歌,军工白酒依旧调整,科技和医药的某些龙头也在慢慢的动的盘面。值得注意的是,防守来的快,去的也快。\n因为机构也是担心,自己卖出去了还能不能再买回来,所以,龙头的高溢价的背后造成当前机构资金谨小慎微,一有风吹草动就先趴下的原因,所以这也是为什么大家都在说“芯片股,就是一个渣男!”\n这一周刷屏的公募四季度持仓,基本上没有什么太大的变化,简单一图看懂:\n\n大概的一个方向,就是一些头部涨幅巨大的个股出现少许的减持,比如比亚迪、隆基股份,宁德时代等等,共同点就是南下抄底港股以及基金经理基本上一致性的降低2021年的收益。\n比如去年的公募冠军赵诣:“2019年新能源车估值下降,市场关注度降低,因此去年更容易赚到企业业绩增长的钱。然而,2021年投资新能源车就会比较难,一方面,这些板块的龙头企业估值提升,已经透支了一些未来的成长性;另一方面,当前获利者较多,今年一有风吹草动,获利盘就可能撤出。”\n易方达冯波认为:“短期和长期会有一些差异,明年可能是相对比较复杂的一年,一方面是经济情况表现很好,另一方面是估值提升在上升。对于明年,我们应该降低投资预期,回到正常的预期状态。”\n那么,如何警惕反噬的时间呢?\n(1)机构的风偏。目前机构资金明显的两个趋势:南下抢钱,建仓前期超跌的具有强基本面的中小盘。透露出来的信号就是机构的偏防守的态度,不再过度集中的在几个方向做多。因为前期的过度性集中已经造成配置型资金的减仓或者调仓带来的震荡,给交易型资金的结果是获利出局。\n根据数据显示,截至到上周末,整个市场新发行的基金累计大概在3000多亿的增量资金,而目前这些机构基金已经吃了两年的超额收益,而上述这些基金很大一部分是属于开放式基金,那么一旦市场前期产生震荡导致大规模的赎回,会产生的踩踏或者进一步下跌。\n所以,对于这个时间点,要警惕便是外围风险的传导,比如拜登上台之后,美联储后续的动作是否会缩紧流动性。\n(2)空军在加速进场。从下图来看,截至到1月21日,市场整体的做多力量在衰减,做空的单子已经明显的开始提升,IF2102的卖单量1640超过买单1056。\n\n3、小结\n当前的市场,无论从哪一个角度来说,机构抱团已经是达到的情绪化的高潮,最明显的便是新能源,在稍微回踩后继续猛冲。如果在下周或者未来半个月再次出现集体性的反噬回调,上下波动个15个点,我觉得正常。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1438,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3548331411539988","authorId":"3548331411539988","name":"林14986","avatar":"https://static.tigerbbs.com/9a23180587b837fd9dd627393cd52d56","crmLevel":2,"crmLevelSwitch":0,"idStr":"3548331411539988","authorIdStr":"3548331411539988"},"content":"我严重拖累[流泪]","text":"我严重拖累[流泪]","html":"我严重拖累[流泪]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":226745,"gmtCreate":1532558066819,"gmtModify":1704897769167,"author":{"id":"3461294587157154","authorId":"3461294587157154","name":"大船晴空","avatar":"https://static.tigerbbs.com/0a6ca12860ccf6451aef738e79727597","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3461294587157154","authorIdStr":"3461294587157154"},"themes":[],"htmlText":"$Facebook(FB)$有抄底的吗?","listText":"$Facebook(FB)$有抄底的吗?","text":"$Facebook(FB)$有抄底的吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/226745","isVote":1,"tweetType":1,"viewCount":307,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3487218663479112","authorId":"3487218663479112","name":"朝阳夕夏","avatar":"https://static.tigerbbs.com/b99cfe4b0a492018c40761a39a193aa8","crmLevel":1,"crmLevelSwitch":0,"idStr":"3487218663479112","authorIdStr":"3487218663479112"},"content":"166算嗎😂","text":"166算嗎😂","html":"166算嗎😂"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}