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郭靖
投资是一场马拉松
IP属地:上海
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郭靖
2022-08-19
$小米集团-W(01810)$
天天织毛衣,醉了
郭靖
2022-07-22
$蔚来(NIO)$
起撞车起火的又不是你,你跌个鸡儿,哎。。。
郭靖
2022-06-01
50万的et7交付了1707,这个成就绝对不差
抱歉,原内容已删除
郭靖
2022-03-23
$小米集团-W(01810)$
一天能涨8个点,对小米来说堪称奇迹
郭靖
2022-03-01
占了增程式的便宜,确实就是比小蔚卖的多
抱歉,原内容已删除
郭靖
2022-02-23
$小米集团-W(01810)$
小米是真的稳,稳步下跌,无论外面发生好事还是坏事,都挡不住下跌趋势
郭靖
2022-02-02
$蔚来(NIO)$
$特斯拉(TSLA)$
库存截图。。。这样的价格应该不会有了吧
郭靖
2022-02-01
$蔚来(NIO)$
et两款新平台的车,应该大部分有意向的在等改款,或者上et5,这个时间点还能有这个交付不易
郭靖
2022-01-24
$蔚来(NIO)$
跌哭了
郭靖
2022-01-05
$小米集团-W(01810)$
无底洞啊,哈哈哈哈
郭靖
2021-12-20
$蔚来(NIO)$
但凡遇到下跌在这无脑骂的,别说整体行情不好,就是行情好,您也赚不到钱。瞎折腾啥
郭靖
2021-12-07
$小米集团-W(01810)$
雷总得罪了谁,这持续新低的,越回购越低
郭靖
2021-12-06
$蔚来(NIO)$
太惊悚了,我不要折扣价,赶紧给我回到40以上[流泪]
郭靖
2021-11-24
$小米集团-W(01810)$
毁灭吧,赶紧得,累了😔
郭靖
2021-11-10
很多人希望蔚来一口吃个胖子,德智体美劳全面占优,期望是好的,但是在座的各位觉得自己能比现在的高管做得更好的,请去蔚来面试。所以理性看待,胖子不是你想吃想吃就能吃滴。
“优等生”蔚来,没有上进心
郭靖
2021-11-01
$蔚来(NIO)$
挂个36.67的单以表尊敬[捂脸]
郭靖
2021-10-01
$蔚来(NIO)$
就目前来说微笑里的平均交付量是差不多的,大可不必某一个月大家排名有变化就开始谁谁掉队,完全是自己吓唬自己,三家其实旗鼓相当,当然我蔚因为平均售价高,还是更胜一筹,[开心]
郭靖
2021-08-02
虽然唱衰蔚来的很多,无冤无仇的,也不知道这些人对蔚来为何就如此大敌意,但是发展不以键盘侠的意志为转移,虽然成功很难,但是键盘侠想靠键盘打败蔚来是痴心妄想
蔚来盘前股价“跳水”,7月交付量在新势力中落后
郭靖
2021-07-01
$蔚来(NIO)$
一般绝大多数人都认为跌然后止盈的时候,事情都会向反方向发展
郭靖
2021-06-30
$小米集团-W(01810)$
还是原来的配方,几毛钱能玩几个月,水土不服,就服你
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>et两款新平台的车,应该大部分有意向的在等改款,或者上et5,这个时间点还能有这个交付不易","text":"$蔚来(NIO)$et两款新平台的车,应该大部分有意向的在等改款,或者上et5,这个时间点还能有这个交付不易","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":37,"commentSize":6,"repostSize":1,"link":"https://laohu8.com/post/633945527","isVote":1,"tweetType":1,"viewCount":5899,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3534889702100506","authorId":"3534889702100506","name":"bluesk","avatar":"https://static.tigerbbs.com/325c8e5d45527f2df031bfb352889279","crmLevel":2,"crmLevelSwitch":0,"idStr":"3534889702100506","authorIdStr":"3534889702100506"},"content":"et7三月底就交了啊。还有es7七月会交付","text":"et7三月底就交了啊。还有es7七月会交付","html":"et7三月底就交了啊。还有es7七月会交付"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630739073,"gmtCreate":1643037188309,"gmtModify":1643037188309,"author":{"id":"3463617863458404","authorId":"3463617863458404","name":"郭靖","avatar":"https://static.tigerbbs.com/7fbe168b9ffe9691ded6224db2612961","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3463617863458404","authorIdStr":"3463617863458404"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>无底洞啊,哈哈哈哈","text":"$小米集团-W(01810)$无底洞啊,哈哈哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/695326232","isVote":1,"tweetType":1,"viewCount":3593,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3495690648198282","authorId":"3495690648198282","name":"Daytime","avatar":"https://static.tigerbbs.com/99dd6e0026427abff775d2a739741823","crmLevel":2,"crmLevelSwitch":0,"idStr":"3495690648198282","authorIdStr":"3495690648198282"},"content":"没啥量,怕个毛","text":"没啥量,怕个毛","html":"没啥量,怕个毛"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693696263,"gmtCreate":1640011132715,"gmtModify":1640012084560,"author":{"id":"3463617863458404","authorId":"3463617863458404","name":"郭靖","avatar":"https://static.tigerbbs.com/7fbe168b9ffe9691ded6224db2612961","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3463617863458404","authorIdStr":"3463617863458404"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>但凡遇到下跌在这无脑骂的,别说整体行情不好,就是行情好,您也赚不到钱。瞎折腾啥","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>但凡遇到下跌在这无脑骂的,别说整体行情不好,就是行情好,您也赚不到钱。瞎折腾啥","text":"$蔚来(NIO)$但凡遇到下跌在这无脑骂的,别说整体行情不好,就是行情好,您也赚不到钱。瞎折腾啥","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693696263","isVote":1,"tweetType":1,"viewCount":1965,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606182747,"gmtCreate":1638843194842,"gmtModify":1638843194842,"author":{"id":"3463617863458404","authorId":"3463617863458404","name":"郭靖","avatar":"https://static.tigerbbs.com/7fbe168b9ffe9691ded6224db2612961","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3463617863458404","authorIdStr":"3463617863458404"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>雷总得罪了谁,这持续新低的,越回购越低","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>雷总得罪了谁,这持续新低的,越回购越低","text":"$小米集团-W(01810)$雷总得罪了谁,这持续新低的,越回购越低","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/606182747","isVote":1,"tweetType":1,"viewCount":1813,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606051890,"gmtCreate":1638802684920,"gmtModify":1638802684920,"author":{"id":"3463617863458404","authorId":"3463617863458404","name":"郭靖","avatar":"https://static.tigerbbs.com/7fbe168b9ffe9691ded6224db2612961","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3463617863458404","authorIdStr":"3463617863458404"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>太惊悚了,我不要折扣价,赶紧给我回到40以上[流泪] ","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>太惊悚了,我不要折扣价,赶紧给我回到40以上[流泪] ","text":"$蔚来(NIO)$太惊悚了,我不要折扣价,赶紧给我回到40以上[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606051890","isVote":1,"tweetType":1,"viewCount":1758,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874952099,"gmtCreate":1637722853575,"gmtModify":1637722853575,"author":{"id":"3463617863458404","authorId":"3463617863458404","name":"郭靖","avatar":"https://static.tigerbbs.com/7fbe168b9ffe9691ded6224db2612961","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3463617863458404","authorIdStr":"3463617863458404"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>毁灭吧,赶紧得,累了😔","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>毁灭吧,赶紧得,累了😔","text":"$小米集团-W(01810)$毁灭吧,赶紧得,累了😔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/874952099","isVote":1,"tweetType":1,"viewCount":1858,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":847763961,"gmtCreate":1636554831306,"gmtModify":1636554831306,"author":{"id":"3463617863458404","authorId":"3463617863458404","name":"郭靖","avatar":"https://static.tigerbbs.com/7fbe168b9ffe9691ded6224db2612961","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3463617863458404","authorIdStr":"3463617863458404"},"themes":[],"htmlText":"很多人希望蔚来一口吃个胖子,德智体美劳全面占优,期望是好的,但是在座的各位觉得自己能比现在的高管做得更好的,请去蔚来面试。所以理性看待,胖子不是你想吃想吃就能吃滴。","listText":"很多人希望蔚来一口吃个胖子,德智体美劳全面占优,期望是好的,但是在座的各位觉得自己能比现在的高管做得更好的,请去蔚来面试。所以理性看待,胖子不是你想吃想吃就能吃滴。","text":"很多人希望蔚来一口吃个胖子,德智体美劳全面占优,期望是好的,但是在座的各位觉得自己能比现在的高管做得更好的,请去蔚来面试。所以理性看待,胖子不是你想吃想吃就能吃滴。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/847763961","repostId":"1189094403","repostType":2,"repost":{"id":"1189094403","pubTimestamp":1636528002,"share":"https://www.laohu8.com/m/news/1189094403?lang=&edition=full","pubTime":"2021-11-10 15:06","market":"us","language":"zh","title":"“优等生”蔚来,没有上进心","url":"https://stock-news.laohu8.com/highlight/detail?id=1189094403","media":"亿欧汽车","summary":"看了$蔚来$的三季度财报,一位创始版车主表示:蔚来现在最大的问题,是没有了之前的危机感。蔚来汽车联合创始人兼总裁秦力洪对此表示:危机感,永远都有。2021年11月10日,蔚来发布三季度财报,三季度营收达98.1亿元,同比增长116.6%,现金储备达470亿元。财报的字里行间透露着“有钱”二字。一个月前,蔚来还是蝉联销冠的优等生,虽然新势力销量波动不罕见,但从蔚来日渐下滑的销量来看,情况堪忧。","content":"<p>看了<a href=\"https://laohu8.com/S/NIO\">蔚来</a>的三季度财报,一位创始版车主表示:蔚来现在最大的问题,是没有了之前的危机感。</p>\n<p>蔚来汽车联合创始人兼总裁秦力洪对此表示:危机感,永远都有。</p>\n<p>2021年11月10日,蔚来发布三季度财报,三季度营收达98.1亿元,同比增长116.6%,现金储备达470亿元。</p>\n<p>财报的字里行间透露着“有钱”二字。</p>\n<p>而车主纷纷在财报信息下面留言,呼吁有钱的蔚来加快脚步,增强硬件首发优势,积极开发软件实力,“比起新势力,蔚来已经中规中矩了。我希望有钱的蔚来,能带来更多的惊喜。”</p>\n<p><img src=\"https://static.tigerbbs.com/0148a4b9dcbb0d13de068903d2ada9c1\" tg-width=\"880\" tg-height=\"535\" referrerpolicy=\"no-referrer\"></p>\n<p><i><b>01</b></i></p>\n<p><b>跌出第一梯队?</b></p>\n<p>10月,蔚来首次跌至造车新势力销量榜第五位。</p>\n<p>一个月前,蔚来还是蝉联销冠的优等生,虽然新势力销量波动不罕见,但从蔚来日渐下滑的销量来看,情况堪忧。</p>\n<p>消息发酵后,蔚来火速回应:“与生产线改造有关。”据亿欧汽车了解, 10月,江淮蔚来合肥先进制造基地生产线完成阶段性改造,10月下旬起,合肥先进制造基地已逐步恢复生产。</p>\n<p>秦力洪表示,“10月份的销量其实是非常出色的,可以用创纪录来形容,达到了历史新高。因为工厂在改建升级,仅仅满负荷运转了10天,车造的少,所以交付少了。”</p>\n<p>此外,秦力洪还透露,此次的生产线改造目的之一就是兼容ET7准时上线。</p>\n<p>随着工厂改建升级工作的完成,蔚来首款轿车ET7将在明年一季度投产,而江淮蔚来合肥工厂的总产能也将实现2倍增长,达到30万台。</p>\n<p>言下之意,此次销量情形是蔚来为了主力车型ET7“顺产”及产能优化,并对眼前利益暂时让渡导致。</p>\n<p>蔚来虽然对销量信心十足,但对第四季度的交付量缺少了些许底气。</p>\n<p>在第三季度财报电话会上,蔚来预计第四季度车辆交付量在2.35-2.55万辆之间,同比增幅约35.4%至46.9%,较2021年第三季度减少约3.8%-4.3%。</p>\n<p>但在“缺芯”和产线调整的大背景下,“我们”都一样。</p>\n<p>理想、哪吒、威马10月环比均有所上涨,小鹏虽比上月交付量有所减少,仍能突破一万辆大关。蔚来跌幅最大达到了65.5%。</p>\n<p><i><b>02</b></i></p>\n<p><b>蔚来,科技断层?</b></p>\n<p>蔚来车主当前反映最多的问题之一是:车机开机特别慢。甚至有车主调侃,车机版本越升级越卡,“闻出了<a href=\"https://laohu8.com/S/AAPL\">苹果</a>的味道。”</p>\n<p>这与软件实力息息相关。</p>\n<p>在《2021中国<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>驾驶核心软件产业研究报告》中,亿欧智库预计,汽车软件在整车价值中所占的比例有望在2030年达到65%,成为未来汽车产业中的重要利润点。</p>\n<p>当前,软件定义汽车已成共识,如何在汽车硬件基础上为用户提供更人性化的软件服务,是重中之重,亦是蔚来等智能化车企绕不开的大山之一。</p>\n<p>蔚来似乎在这座大山面前停住了脚步。</p>\n<p>从过去一年的新闻看,蔚来做的事情,只有两件,要么加速换电站建设,要么日常与车主打作一团。</p>\n<p>在产品研发和技术创新上,蔚来的动作似乎并不明显。</p>\n<p>看似以“互联网思维打天下”,技能树点满的蔚来,本质上更像是一家侧重于售后的车企。</p>\n<p>蔚来更多付出的是对消费者的关爱和无微不至的满足,甚至有人戏称其为“<a href=\"https://laohu8.com/S/06862\">海底捞</a>式服务”。</p>\n<p>蔚来向来“宠粉”,用户也一直为其忠实地站队欢呼,“圈地自萌”好不欢乐。</p>\n<p>路人缘良好,也要硬实力跟上。蔚来想给人有温度的造车企业的印象无可厚非,但人家隔壁的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>,市值已经破万亿美金了,蔚来可不能沉浸在车主的”温柔乡“里了。</p>\n<p>在市场和车主的眼中,蔚来作为中国造车新势力第一股,一直被视为新能源浪潮下的领头羊,背负的是中国自主品牌弯道超车的希望。</p>\n<p>可车主“饭圈化”显然不是一个好的信号,靠被发好人卡,蔚来不免失却了科技公司的格调。</p>\n<p>不少蔚来车主也真诚呼吁:“多在产品身上下点功夫吧!”</p>\n<p><i><b>03</b></i></p>\n<p><b>周边产品,胜过主营业务?</b></p>\n<p>打造令人愉悦的生活方式,蔚来底气满满。</p>\n<p>除了一年一度的NIO Day之外,似乎再难给出任何惊喜。难道只顾着生活,却忘了创新?</p>\n<p>除了NIO Power、NIO Service、NIO House、NIO Space这些与用车深度相关的用户服务,NIO Life也成为蔚来用户运营的重要组成之一,共同组成了“NIO宇宙”。</p>\n<p>别人出的周边是<a href=\"https://laohu8.com/S/300024\">机器人</a>,而蔚来出的周边却是时装家居、茶酒美食。</p>\n<p>蔚来,已经在享受生活中愈发得心应手。频频出现在设计师和文青的安利帖中,甚至有人在小红书上发帖:蔚来的周边产品比它的主营业务做得更好。</p>\n<p>你可以永远相信蔚来的审美,但销量不一定。</p>\n<p>不务正业的车企有很多,比如马自达推出过金属蒸蛋器,日产设计过智能家具,福特曾推出狗屋,丰田生产过氢动力游艇,本田还造过飞机。</p>\n<p>友商特斯拉推出了人形机器人Tesla bot,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>推出智能机器马,甚至迷上了飞行汽车。</p>\n<p>蔚来若只沉浸在生活的美好中,成为某一群人的狂欢,如何担负得起推动中国智能电动汽车普及全球的历史重任。</p>\n<p><i><b>04</b></i></p>\n<p><b>蔚来,离特斯拉还差多少<a href=\"https://laohu8.com/S/002594\">比亚迪</a></b></p>\n<p>蔚来的人设,也曾是\"特斯拉中国分拉\"(平替)。</p>\n<p><img src=\"https://static.tigerbbs.com/800d9deff26dd2ab9371ded2377cd21a\" tg-width=\"866\" tg-height=\"588\" referrerpolicy=\"no-referrer\"></p>\n<p>本应更懂中国市场的蔚来,不像特斯拉出身“显贵”,经历了自燃、濒临破产、投资人撤出等事件,一直被霉运笼罩的李斌实属不易,终于走出了中国智能电动汽车的特色道路。</p>\n<p>再看看“任性调价、把用户当韭菜”的特斯拉,市值不仅于近日突破万亿美金,其在销售场景中也是一车难求。</p>\n<p>订单充足产能不足,某种程度上来说羡煞旁人,一时无法望其项背,究其本质恐怕是特斯拉强大的产品力。</p>\n<p>建厂、量产、交付一以贯之,产品性能领先同级且不断通过OTA迭代更新,特斯拉将科技创新的技能值一再拉满。</p>\n<p>蛰伏多年的比亚迪在市值与销量上均得到了市场的正向反馈,被视为中<a href=\"https://laohu8.com/S/600617\">国新能源</a>汽车的头号代表,取代了蔚来曾经中国车企市值第一的位置。</p>\n<p>如今看来,蔚来与特斯拉之间,还差了不止一个比亚迪。</p>\n<p>蔚来要想在接下来的“新能源短道速滑”中追上特斯拉,还应在技术创新与产品力提升上下功夫。</p>\n<p><img src=\"https://static.tigerbbs.com/5d2e760cacde43d3994fba208021ac4e\" tg-width=\"886\" tg-height=\"640\" referrerpolicy=\"no-referrer\"></p>\n<p><i><b>05</b></i></p>\n<p><b>蔚来的危机</b></p>\n<p>有车主表示,100多位产品经理负责一个日活10万的APP实属浪费,蔚来的服务,也越发没有新鲜感。</p>\n<p>如果蔚来无法再带来更多惊喜,那么车主还会只为其优质的服务买单吗?</p>\n<p>蔚来面临的风险是,一旦现在蔚来的“信徒”失去了备受宠溺的用户服务,失去了引以为傲的价值标签,将会绝情地离去。</p>\n<p>在用户日益严苛的要求下,蔚来的挑战越来越大,如何在更好服务的基础上,给用户更好的产品,是蔚来的当务之急。</p>\n<p>蔚来想影响并促成转化的,仍是“沉默的大多数”。</p>\n<p>这样的困境,会造成蔚来无法做到下沉,难以做到科技普惠,成为一家伟大的科技公司。</p>\n<p>现在的蔚来成不了比亚迪,更成不了特斯拉。与其被动等待靴子落地,不如励精图治,聆听用户和市场的声音,继续成为“最好的中国智能电动车企”。</p>\n<p>造车势力已进入“战国时代”,亿欧汽车认为,车企需一同抵达未来出行蓝海,缔造智能电动汽车的”白银时代“,才能走得更长远。</p>\n<p>正如蔚来车主所说,价格下探的新车型、不断上升的交付量,才是王道。</p>\n<p>正如车主所言:“蔚来可不要掉队咯!”</p>","source":"lsy1582080587274","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>“优等生”蔚来,没有上进心</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n“优等生”蔚来,没有上进心\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-10 15:06 北京时间 <a href=https://mp.weixin.qq.com/s/9zicYnkESg3Ia3NcfIwFTg><strong>亿欧汽车</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>看了蔚来的三季度财报,一位创始版车主表示:蔚来现在最大的问题,是没有了之前的危机感。\n蔚来汽车联合创始人兼总裁秦力洪对此表示:危机感,永远都有。\n2021年11月10日,蔚来发布三季度财报,三季度营收达98.1亿元,同比增长116.6%,现金储备达470亿元。\n财报的字里行间透露着“有钱”二字。\n而车主纷纷在财报信息下面留言,呼吁有钱的蔚来加快脚步,增强硬件首发优势,积极开发软件实力,“比起新势力...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/9zicYnkESg3Ia3NcfIwFTg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3adb4220700f401af9ab784addf2b777","relate_stocks":{"NIO":"蔚来"},"source_url":"https://mp.weixin.qq.com/s/9zicYnkESg3Ia3NcfIwFTg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189094403","content_text":"看了蔚来的三季度财报,一位创始版车主表示:蔚来现在最大的问题,是没有了之前的危机感。\n蔚来汽车联合创始人兼总裁秦力洪对此表示:危机感,永远都有。\n2021年11月10日,蔚来发布三季度财报,三季度营收达98.1亿元,同比增长116.6%,现金储备达470亿元。\n财报的字里行间透露着“有钱”二字。\n而车主纷纷在财报信息下面留言,呼吁有钱的蔚来加快脚步,增强硬件首发优势,积极开发软件实力,“比起新势力,蔚来已经中规中矩了。我希望有钱的蔚来,能带来更多的惊喜。”\n\n01\n跌出第一梯队?\n10月,蔚来首次跌至造车新势力销量榜第五位。\n一个月前,蔚来还是蝉联销冠的优等生,虽然新势力销量波动不罕见,但从蔚来日渐下滑的销量来看,情况堪忧。\n消息发酵后,蔚来火速回应:“与生产线改造有关。”据亿欧汽车了解, 10月,江淮蔚来合肥先进制造基地生产线完成阶段性改造,10月下旬起,合肥先进制造基地已逐步恢复生产。\n秦力洪表示,“10月份的销量其实是非常出色的,可以用创纪录来形容,达到了历史新高。因为工厂在改建升级,仅仅满负荷运转了10天,车造的少,所以交付少了。”\n此外,秦力洪还透露,此次的生产线改造目的之一就是兼容ET7准时上线。\n随着工厂改建升级工作的完成,蔚来首款轿车ET7将在明年一季度投产,而江淮蔚来合肥工厂的总产能也将实现2倍增长,达到30万台。\n言下之意,此次销量情形是蔚来为了主力车型ET7“顺产”及产能优化,并对眼前利益暂时让渡导致。\n蔚来虽然对销量信心十足,但对第四季度的交付量缺少了些许底气。\n在第三季度财报电话会上,蔚来预计第四季度车辆交付量在2.35-2.55万辆之间,同比增幅约35.4%至46.9%,较2021年第三季度减少约3.8%-4.3%。\n但在“缺芯”和产线调整的大背景下,“我们”都一样。\n理想、哪吒、威马10月环比均有所上涨,小鹏虽比上月交付量有所减少,仍能突破一万辆大关。蔚来跌幅最大达到了65.5%。\n02\n蔚来,科技断层?\n蔚来车主当前反映最多的问题之一是:车机开机特别慢。甚至有车主调侃,车机版本越升级越卡,“闻出了苹果的味道。”\n这与软件实力息息相关。\n在《2021中国智能驾驶核心软件产业研究报告》中,亿欧智库预计,汽车软件在整车价值中所占的比例有望在2030年达到65%,成为未来汽车产业中的重要利润点。\n当前,软件定义汽车已成共识,如何在汽车硬件基础上为用户提供更人性化的软件服务,是重中之重,亦是蔚来等智能化车企绕不开的大山之一。\n蔚来似乎在这座大山面前停住了脚步。\n从过去一年的新闻看,蔚来做的事情,只有两件,要么加速换电站建设,要么日常与车主打作一团。\n在产品研发和技术创新上,蔚来的动作似乎并不明显。\n看似以“互联网思维打天下”,技能树点满的蔚来,本质上更像是一家侧重于售后的车企。\n蔚来更多付出的是对消费者的关爱和无微不至的满足,甚至有人戏称其为“海底捞式服务”。\n蔚来向来“宠粉”,用户也一直为其忠实地站队欢呼,“圈地自萌”好不欢乐。\n路人缘良好,也要硬实力跟上。蔚来想给人有温度的造车企业的印象无可厚非,但人家隔壁的特斯拉,市值已经破万亿美金了,蔚来可不能沉浸在车主的”温柔乡“里了。\n在市场和车主的眼中,蔚来作为中国造车新势力第一股,一直被视为新能源浪潮下的领头羊,背负的是中国自主品牌弯道超车的希望。\n可车主“饭圈化”显然不是一个好的信号,靠被发好人卡,蔚来不免失却了科技公司的格调。\n不少蔚来车主也真诚呼吁:“多在产品身上下点功夫吧!”\n03\n周边产品,胜过主营业务?\n打造令人愉悦的生活方式,蔚来底气满满。\n除了一年一度的NIO Day之外,似乎再难给出任何惊喜。难道只顾着生活,却忘了创新?\n除了NIO Power、NIO Service、NIO House、NIO Space这些与用车深度相关的用户服务,NIO Life也成为蔚来用户运营的重要组成之一,共同组成了“NIO宇宙”。\n别人出的周边是机器人,而蔚来出的周边却是时装家居、茶酒美食。\n蔚来,已经在享受生活中愈发得心应手。频频出现在设计师和文青的安利帖中,甚至有人在小红书上发帖:蔚来的周边产品比它的主营业务做得更好。\n你可以永远相信蔚来的审美,但销量不一定。\n不务正业的车企有很多,比如马自达推出过金属蒸蛋器,日产设计过智能家具,福特曾推出狗屋,丰田生产过氢动力游艇,本田还造过飞机。\n友商特斯拉推出了人形机器人Tesla bot,小鹏汽车推出智能机器马,甚至迷上了飞行汽车。\n蔚来若只沉浸在生活的美好中,成为某一群人的狂欢,如何担负得起推动中国智能电动汽车普及全球的历史重任。\n04\n蔚来,离特斯拉还差多少比亚迪\n蔚来的人设,也曾是\"特斯拉中国分拉\"(平替)。\n\n本应更懂中国市场的蔚来,不像特斯拉出身“显贵”,经历了自燃、濒临破产、投资人撤出等事件,一直被霉运笼罩的李斌实属不易,终于走出了中国智能电动汽车的特色道路。\n再看看“任性调价、把用户当韭菜”的特斯拉,市值不仅于近日突破万亿美金,其在销售场景中也是一车难求。\n订单充足产能不足,某种程度上来说羡煞旁人,一时无法望其项背,究其本质恐怕是特斯拉强大的产品力。\n建厂、量产、交付一以贯之,产品性能领先同级且不断通过OTA迭代更新,特斯拉将科技创新的技能值一再拉满。\n蛰伏多年的比亚迪在市值与销量上均得到了市场的正向反馈,被视为中国新能源汽车的头号代表,取代了蔚来曾经中国车企市值第一的位置。\n如今看来,蔚来与特斯拉之间,还差了不止一个比亚迪。\n蔚来要想在接下来的“新能源短道速滑”中追上特斯拉,还应在技术创新与产品力提升上下功夫。\n\n05\n蔚来的危机\n有车主表示,100多位产品经理负责一个日活10万的APP实属浪费,蔚来的服务,也越发没有新鲜感。\n如果蔚来无法再带来更多惊喜,那么车主还会只为其优质的服务买单吗?\n蔚来面临的风险是,一旦现在蔚来的“信徒”失去了备受宠溺的用户服务,失去了引以为傲的价值标签,将会绝情地离去。\n在用户日益严苛的要求下,蔚来的挑战越来越大,如何在更好服务的基础上,给用户更好的产品,是蔚来的当务之急。\n蔚来想影响并促成转化的,仍是“沉默的大多数”。\n这样的困境,会造成蔚来无法做到下沉,难以做到科技普惠,成为一家伟大的科技公司。\n现在的蔚来成不了比亚迪,更成不了特斯拉。与其被动等待靴子落地,不如励精图治,聆听用户和市场的声音,继续成为“最好的中国智能电动车企”。\n造车势力已进入“战国时代”,亿欧汽车认为,车企需一同抵达未来出行蓝海,缔造智能电动汽车的”白银时代“,才能走得更长远。\n正如蔚来车主所说,价格下探的新车型、不断上升的交付量,才是王道。\n正如车主所言:“蔚来可不要掉队咯!”","news_type":1},"isVote":1,"tweetType":1,"viewCount":2593,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":849553894,"gmtCreate":1635768851364,"gmtModify":1635768851364,"author":{"id":"3463617863458404","authorId":"3463617863458404","name":"郭靖","avatar":"https://static.tigerbbs.com/7fbe168b9ffe9691ded6224db2612961","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3463617863458404","authorIdStr":"3463617863458404"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>挂个36.67的单以表尊敬[捂脸] ","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>挂个36.67的单以表尊敬[捂脸] ","text":"$蔚来(NIO)$挂个36.67的单以表尊敬[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/849553894","isVote":1,"tweetType":1,"viewCount":2910,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3551825779448005","authorId":"3551825779448005","name":"我想赚钱555","avatar":"https://static.tigerbbs.com/cbb16292bd45aacf653722b77a24a229","crmLevel":2,"crmLevelSwitch":0,"idStr":"3551825779448005","authorIdStr":"3551825779448005"},"content":"小鹏特斯拉不香吗,理想都比这货好","text":"小鹏特斯拉不香吗,理想都比这货好","html":"小鹏特斯拉不香吗,理想都比这货好"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":864171536,"gmtCreate":1633080165265,"gmtModify":1633080165265,"author":{"id":"3463617863458404","authorId":"3463617863458404","name":"郭靖","avatar":"https://static.tigerbbs.com/7fbe168b9ffe9691ded6224db2612961","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3463617863458404","authorIdStr":"3463617863458404"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>就目前来说微笑里的平均交付量是差不多的,大可不必某一个月大家排名有变化就开始谁谁掉队,完全是自己吓唬自己,三家其实旗鼓相当,当然我蔚因为平均售价高,还是更胜一筹,[开心] ","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>就目前来说微笑里的平均交付量是差不多的,大可不必某一个月大家排名有变化就开始谁谁掉队,完全是自己吓唬自己,三家其实旗鼓相当,当然我蔚因为平均售价高,还是更胜一筹,[开心] ","text":"$蔚来(NIO)$就目前来说微笑里的平均交付量是差不多的,大可不必某一个月大家排名有变化就开始谁谁掉队,完全是自己吓唬自己,三家其实旗鼓相当,当然我蔚因为平均售价高,还是更胜一筹,[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/864171536","isVote":1,"tweetType":1,"viewCount":2082,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":805405692,"gmtCreate":1627895956216,"gmtModify":1627907664955,"author":{"id":"3463617863458404","authorId":"3463617863458404","name":"郭靖","avatar":"https://static.tigerbbs.com/7fbe168b9ffe9691ded6224db2612961","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3463617863458404","authorIdStr":"3463617863458404"},"themes":[],"htmlText":"虽然唱衰蔚来的很多,无冤无仇的,也不知道这些人对蔚来为何就如此大敌意,但是发展不以键盘侠的意志为转移,虽然成功很难,但是键盘侠想靠键盘打败蔚来是痴心妄想","listText":"虽然唱衰蔚来的很多,无冤无仇的,也不知道这些人对蔚来为何就如此大敌意,但是发展不以键盘侠的意志为转移,虽然成功很难,但是键盘侠想靠键盘打败蔚来是痴心妄想","text":"虽然唱衰蔚来的很多,无冤无仇的,也不知道这些人对蔚来为何就如此大敌意,但是发展不以键盘侠的意志为转移,虽然成功很难,但是键盘侠想靠键盘打败蔚来是痴心妄想","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":2,"commentSize":19,"repostSize":0,"link":"https://laohu8.com/post/805405692","repostId":"1146989516","repostType":2,"repost":{"id":"1146989516","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":1627891699,"share":"https://www.laohu8.com/m/news/1146989516?lang=&edition=full","pubTime":"2021-08-02 16:08","market":"us","language":"zh","title":"蔚来盘前股价“跳水”,7月交付量在新势力中落后","url":"https://stock-news.laohu8.com/highlight/detail?id=1146989516","media":"老虎资讯综合","summary":"蔚来:7月交付7,931辆汽车,同比增124.5%。截至2021年7月31日,ES8、ES6和EC6的累计交付量达125,528辆。\n造车新势力7月交付量对比\n\n蔚来7月交付7931辆汽车,同比增12","content":"<p><a href=\"https://laohu8.com/S/NIO\">蔚来</a>:7月交付7,931辆汽车,同比增124.5%。截至2021年7月31日,ES8、ES6和EC6的累计交付量达125,528辆。</p>\n<p><b>造车新势力7月交付量对比</b></p>\n<ul>\n <li>蔚来7月交付7931辆汽车,同比增124.5%。</li>\n <li>小鹏汽车7月交付8040辆智能车,同比增长228%,环比增长22%,创下公司最高月度交付纪录。</li>\n <li>理想汽车7月交付8589辆理想ONE,单月交付量首次超过八千辆,同比增长251.3%,环比2021年6月增长11.4%。</li>\n</ul>\n<p>截至发稿,蔚来盘前股价出现“跳水”走势,快速由涨转跌。</p>\n<p><img src=\"https://static.tigerbbs.com/d7b63bcfc5a4d5e14f1d8cb8fede3020\" tg-width=\"1393\" tg-height=\"924\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>蔚来盘前股价“跳水”,7月交付量在新势力中落后</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; 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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蔚来盘前股价“跳水”,7月交付量在新势力中落后\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-08-02 16:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/NIO\">蔚来</a>:7月交付7,931辆汽车,同比增124.5%。截至2021年7月31日,ES8、ES6和EC6的累计交付量达125,528辆。</p>\n<p><b>造车新势力7月交付量对比</b></p>\n<ul>\n <li>蔚来7月交付7931辆汽车,同比增124.5%。</li>\n <li>小鹏汽车7月交付8040辆智能车,同比增长228%,环比增长22%,创下公司最高月度交付纪录。</li>\n <li>理想汽车7月交付8589辆理想ONE,单月交付量首次超过八千辆,同比增长251.3%,环比2021年6月增长11.4%。</li>\n</ul>\n<p>截至发稿,蔚来盘前股价出现“跳水”走势,快速由涨转跌。</p>\n<p><img src=\"https://static.tigerbbs.com/d7b63bcfc5a4d5e14f1d8cb8fede3020\" tg-width=\"1393\" tg-height=\"924\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a3b92523152bd36c422721756606e549","relate_stocks":{"NIO":"蔚来"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146989516","content_text":"蔚来:7月交付7,931辆汽车,同比增124.5%。截至2021年7月31日,ES8、ES6和EC6的累计交付量达125,528辆。\n造车新势力7月交付量对比\n\n蔚来7月交付7931辆汽车,同比增124.5%。\n小鹏汽车7月交付8040辆智能车,同比增长228%,环比增长22%,创下公司最高月度交付纪录。\n理想汽车7月交付8589辆理想ONE,单月交付量首次超过八千辆,同比增长251.3%,环比2021年6月增长11.4%。\n\n截至发稿,蔚来盘前股价出现“跳水”走势,快速由涨转跌。","news_type":1},"isVote":1,"tweetType":1,"viewCount":3359,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3459824790338770","authorId":"3459824790338770","name":"海森森","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3459824790338770","authorIdStr":"3459824790338770"},"content":"如果哪天你买蔚来出现了焚烧事件,我也会为你向蔚来喊一声","text":"如果哪天你买蔚来出现了焚烧事件,我也会为你向蔚来喊一声","html":"如果哪天你买蔚来出现了焚烧事件,我也会为你向蔚来喊一声"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":158663575,"gmtCreate":1625148012697,"gmtModify":1625148012697,"author":{"id":"3463617863458404","authorId":"3463617863458404","name":"郭靖","avatar":"https://static.tigerbbs.com/7fbe168b9ffe9691ded6224db2612961","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3463617863458404","authorIdStr":"3463617863458404"},"themes":[],"htmlText":"<a 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SoC芯片的智能手机。</b></p><p>荣耀诞生于2013年,定位于中低端智能机市场(与小米直接竞争),七年间逐渐发展成年出货量超7000万部的手机品牌。去年11月荣耀正式从华为剥离。</p><p>在荣耀正式剥离后,高通等美国手机芯片大厂也表现积极。</p><p>高通总裁安蒙去年12月在接受媒体采访时表示,高通非常期待和荣耀在相关方面开展合作,已经开始和荣耀开展一些对话,公司对未来机会也表示期待。</p><p>荣耀对未来发展也是雄心勃勃。据腾讯《深网》报道,在一场员工沟通会上,荣耀CEO赵明提出,荣耀的目标是成为国内手机市场第一。</p><p><b>券商观点:分歧不一</b></p><p>对于小米后续发展,券商目前尚不存在较为统一的看法。</p><p>瑞银此前发布报告,将小米集团目标价由23港元下调至22港元;评级由“中性”下调至“沽售”。</p><p>瑞银表示,小米股价去年升208%,跑赢MSCI中国IT指数132个百分点,公司2021/22年预测市盈率达42倍及33倍,<b>已反映受惠互联网服务复苏带来的盈利上行。</b></p><p><img src=\"https://static.tigerbbs.com/85f4794b8dc7978c116c7a3a3083a312\" tg-width=\"1155\" tg-height=\"477\"></p><p>瑞银认为,由于5G零件成本高,加上需要在内地线下渠道及海外扩张,今年小米硬件净利润率难有显著改善。该行同时对小米的互联网服务收入预测持悲观态度,因此下调公司评级及目标价格。</p><p>也有内资券商对小米前景持乐观态度。</p><p>信达证券认为,随着小米手机ASP的持续提高,用户消费能力的提升,手机高端化将成为互联网业务ARPU提升的强劲推力。</p><p>信达证券认为考虑到小米在国内手机和物联网(IoT)行业的龙头地位,未来业绩的高成长性和业务扩张性,公司有望在行业格局的变化中进一步成长,参考可比公司,给予小米2021年8428.5亿元(约10000亿港元)的市值目标。</p>","source":"highlight_wallstreetcn","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>股价一度大跌7%,半日蒸发541亿港元!小米为何重挫?</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{ 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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股价一度大跌7%,半日蒸发541亿港元!小米为何重挫?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-01-06 15:02 北京时间 <a href=https://wallstreetcn.com/articles/3616083><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摘要:小米劲敌荣耀据称已与高通合作,推进5G手机研发。瑞银今早也宣布下调小米评级,建议“卖出”。本周三小米股价重挫,一度跌7%。截至午间收盘,小米集团股价跌幅达6.09%,半个交易日蒸发541亿港元。受手机销售改善刺激,小米去年累计涨幅达208%。新年伊始继续上涨,公司股价此前创历史新高。荣耀重回5G手机市场市场分析认为,来自小米主要竞争对手荣耀的最新进展是周三下跌的主要原因。周二晚间,据第一...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3616083\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e6182bcfc4ac2ffb4c38f48068ce9d1c","relate_stocks":{"01810":"小米集团-W"},"source_url":"https://wallstreetcn.com/articles/3616083","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1105844478","content_text":"摘要:小米劲敌荣耀据称已与高通合作,推进5G手机研发。瑞银今早也宣布下调小米评级,建议“卖出”。本周三小米股价重挫,一度跌7%。截至午间收盘,小米集团股价跌幅达6.09%,半个交易日蒸发541亿港元。受手机销售改善刺激,小米去年累计涨幅达208%。新年伊始继续上涨,公司股价此前创历史新高。荣耀重回5G手机市场市场分析认为,来自小米主要竞争对手荣耀的最新进展是周三下跌的主要原因。周二晚间,据第一财经报道,荣耀公司已推进采用高通芯片的5G手机研发。荣耀内部人士透露,由于荣耀终端公司不在美国实体清单内,所以与美国供应链企业的合作不需要审批,公司与高通的合作正在进行中。报道同时援引供应链方面信息,称高通已开始对荣耀搭载骁龙5G芯片研发立项,预计2021年三季度左右荣耀将推出搭载高通骁龙5G SoC芯片的智能手机。荣耀诞生于2013年,定位于中低端智能机市场(与小米直接竞争),七年间逐渐发展成年出货量超7000万部的手机品牌。去年11月荣耀正式从华为剥离。在荣耀正式剥离后,高通等美国手机芯片大厂也表现积极。高通总裁安蒙去年12月在接受媒体采访时表示,高通非常期待和荣耀在相关方面开展合作,已经开始和荣耀开展一些对话,公司对未来机会也表示期待。荣耀对未来发展也是雄心勃勃。据腾讯《深网》报道,在一场员工沟通会上,荣耀CEO赵明提出,荣耀的目标是成为国内手机市场第一。券商观点:分歧不一对于小米后续发展,券商目前尚不存在较为统一的看法。瑞银此前发布报告,将小米集团目标价由23港元下调至22港元;评级由“中性”下调至“沽售”。瑞银表示,小米股价去年升208%,跑赢MSCI中国IT指数132个百分点,公司2021/22年预测市盈率达42倍及33倍,已反映受惠互联网服务复苏带来的盈利上行。瑞银认为,由于5G零件成本高,加上需要在内地线下渠道及海外扩张,今年小米硬件净利润率难有显著改善。该行同时对小米的互联网服务收入预测持悲观态度,因此下调公司评级及目标价格。也有内资券商对小米前景持乐观态度。信达证券认为,随着小米手机ASP的持续提高,用户消费能力的提升,手机高端化将成为互联网业务ARPU提升的强劲推力。信达证券认为考虑到小米在国内手机和物联网(IoT)行业的龙头地位,未来业绩的高成长性和业务扩张性,公司有望在行业格局的变化中进一步成长,参考可比公司,给予小米2021年8428.5亿元(约10000亿港元)的市值目标。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":217603,"gmtCreate":1531377449702,"gmtModify":1704896622118,"author":{"id":"3463617863458404","authorId":"3463617863458404","name":"郭靖","avatar":"https://static.tigerbbs.com/7fbe168b9ffe9691ded6224db2612961","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3463617863458404","authorIdStr":"3463617863458404"},"themes":[],"htmlText":"$小米集团-W(01810)$港真,20块以下无脑买就是了,不需要什么分析,猜测。只要有余粮,可以无脑进货","listText":"$小米集团-W(01810)$港真,20块以下无脑买就是了,不需要什么分析,猜测。只要有余粮,可以无脑进货","text":"$小米集团-W(01810)$港真,20块以下无脑买就是了,不需要什么分析,猜测。只要有余粮,可以无脑进货","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":11,"repostSize":0,"link":"https://laohu8.com/post/217603","isVote":1,"tweetType":1,"viewCount":299,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494366075697136","authorId":"3494366075697136","name":"紫剑丶","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3494366075697136","authorIdStr":"3494366075697136"},"content":"😞感觉小米创新不足!营收纯利低!低开高走只能看未来!科技公司要异军突起没那么容易!","text":"😞感觉小米创新不足!营收纯利低!低开高走只能看未来!科技公司要异军突起没那么容易!","html":"😞感觉小米创新不足!营收纯利低!低开高走只能看未来!科技公司要异军突起没那么容易!"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":331782060,"gmtCreate":1609767276950,"gmtModify":1703740327281,"author":{"id":"3463617863458404","authorId":"3463617863458404","name":"郭靖","avatar":"https://static.tigerbbs.com/7fbe168b9ffe9691ded6224db2612961","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3463617863458404","authorIdStr":"3463617863458404"},"themes":[],"htmlText":"<a 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