郭靖的个人主页 - 老虎社区

郭靖

投资是一场马拉松

IP属地：上海

121关注

37粉丝

5主题

0勋章

2022-08-19

$小米集团-W(01810)$天天织毛衣，醉了

2022-07-22

$蔚来(NIO)$起撞车起火的又不是你，你跌个鸡儿，哎。。。

2022-06-01

50万的et7交付了1707，这个成就绝对不差

蔚来汽车：5月交付量为7,024辆

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

2022-03-01

占了增程式的便宜，确实就是比小蔚卖的多

理想汽车2月交付8414辆，同比增长265.8%

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

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

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

2022-01-24

$蔚来(NIO)$跌哭了

2022-01-05

$小米集团-W(01810)$无底洞啊，哈哈哈哈

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

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

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]

2021-11-24

$小米集团-W(01810)$毁灭吧，赶紧得，累了😔

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

2021-11-01

$蔚来(NIO)$挂个36.67的单以表尊敬[捂脸]

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]

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

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

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

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class=\"title\">\n蔚来汽车：5月交付量为7,024辆\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-06-01 17:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li>2022年5月<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车交付7024辆</li><li>蔚来2022年迄今交付37,866辆汽车，同比增长11.8%</li><li>截至2022年5月31日累计交付车辆204,936辆</li></ul><p>6月1日，蔚来于2022年5月交付了7,024辆汽车。交付包括5,317辆高级<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>电动SUV，包括746辆ES8、2,936辆和1,635辆EC6，以及1,707辆公司旗舰级高级智能电动轿车ET7。截至2022年5月31日，累计交付204,936辆。</p><p>2022年5月，公司的汽车生产已从中国部分地区COVID-19疫情的影响中逐步恢复，但车辆交付仍受到相应预防措施的一定限制。鉴于近期 COVID-19 形势的支持性发展和强劲的订单流入，蔚来汽车计划通过与供应链合作伙伴的密切合作，进一步将产能提升到更高水平，并从 6 月开始加速交付恢复。</p><p>截至2022年5月，蔚来用户累计行驶里程超过50亿公里。NIO Pilot已协助用户行驶超过4.18亿公里，其中Navigate on Pilot（NOP）累计行驶里程超过1.57亿公里，向用户展示了我们先进的ADAS功能的吸引力。</p><p><img src=\"https://static.tigerbbs.com/f27a5fbca0973b9b9cd9710e32e59b58\" tg-width=\"690\" tg-height=\"1494\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1f36b37eb8e9efe8641c7be55a7da26d","relate_stocks":{"BK4099":"汽车制造商","BK4581":"高盛持仓","BK4548":"巴美列捷福持仓","BK6511":"医疗保健服务概念","BNTX":"BioNTech SE","BK4574":"无人驾驶","09866":"蔚来-SW","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","EVS.SI":"MSCI China Electric Vehicles and Future Mobility 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Pilot（NOP）累计行驶里程超过1.57亿公里，向用户展示了我们先进的ADAS功能的吸引力。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1521,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":637832281,"gmtCreate":1648001476559,"gmtModify":1648001476559,"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>一天能涨8个点，对小米来说堪称奇迹","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>一天能涨8个点，对小米来说堪称奇迹","text":"$小米集团-W(01810)$一天能涨8个点，对小米来说堪称奇迹","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/637832281","isVote":1,"tweetType":1,"viewCount":2746,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":632003133,"gmtCreate":1646126038729,"gmtModify":1646126038729,"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":"占了增程式的便宜，确实就是比小蔚卖的多","listText":"占了增程式的便宜，确实就是比小蔚卖的多","text":"占了增程式的便宜，确实就是比小蔚卖的多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/632003133","repostId":"1113568726","repostType":2,"repost":{"id":"1113568726","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":1646123518,"share":"https://www.laohu8.com/m/news/1113568726?lang=&edition=full","pubTime":"2022-03-01 16:31","market":"us","language":"zh","title":"理想汽车2月交付8414辆，同比增长265.8%","url":"https://stock-news.laohu8.com/highlight/detail?id=1113568726","media":"老虎资讯综合","summary":"3月1日，理想汽车公布2022年2月交付数据。2022年2月，理想汽车交付8414辆理想ONE，同比2021年2月增长265.8%。自交付以来，理想ONE累计交付量已达144770辆。\"春节期间，理想","content":"<html><head></head><body><p>3月1日，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>公布2022年2月交付数据。2022年2月，理想汽车交付8414辆理想ONE，同比2021年2月增长265.8%。自交付以来，理想ONE累计交付量已达144770辆。</p><p><img src=\"https://static.tigerbbs.com/87b80d80006f2d9a8a1cefc142f62a64\" tg-width=\"1080\" tg-height=\"2337\" referrerpolicy=\"no-referrer\"/></p><p>&#34;春节期间，理想ONE增程发电系统‘城市用电，长途发电’的优势，让用户放心、自由地远行，享受家庭团聚的幸福时刻。配合理想ONE标配的全栈自研的导航辅助驾驶系统，让用户享受到更安全、更便捷的驾驶体验。这证明，增程发电系统与导航辅助驾驶系统的搭配，是目前最适合家庭长途出行的<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>驾驶组合。此外，因春节假期和苏州疫情的影响，部分零部件供应短缺导致生产受到影响，我们正在采取更多措施，以确保零部件的供应，尽可能地确保生产，缩短用户提车等待周期。”理想汽车联合创始人兼总裁沈亚楠说。</p><p>截至2022年2月28日，理想汽车在全国已有220家零售中心，覆盖105个城市；售后维修中心及授权钣喷中心279家，覆盖204个城市。</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>理想汽车2月交付8414辆，同比增长265.8%</title>\n<style 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href=\"https://laohu8.com/S/LI\">理想汽车</a>公布2022年2月交付数据。2022年2月，理想汽车交付8414辆理想ONE，同比2021年2月增长265.8%。自交付以来，理想ONE累计交付量已达144770辆。</p><p><img src=\"https://static.tigerbbs.com/87b80d80006f2d9a8a1cefc142f62a64\" tg-width=\"1080\" tg-height=\"2337\" referrerpolicy=\"no-referrer\"/></p><p>&#34;春节期间，理想ONE增程发电系统‘城市用电，长途发电’的优势，让用户放心、自由地远行，享受家庭团聚的幸福时刻。配合理想ONE标配的全栈自研的导航辅助驾驶系统，让用户享受到更安全、更便捷的驾驶体验。这证明，增程发电系统与导航辅助驾驶系统的搭配，是目前最适合家庭长途出行的<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>驾驶组合。此外，因春节假期和苏州疫情的影响，部分零部件供应短缺导致生产受到影响，我们正在采取更多措施，以确保零部件的供应，尽可能地确保生产，缩短用户提车等待周期。”理想汽车联合创始人兼总裁沈亚楠说。</p><p>截至2022年2月28日，理想汽车在全国已有220家零售中心，覆盖105个城市；售后维修中心及授权钣喷中心279家，覆盖204个城市。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2869684faa12daf41c77713de7a0becf","relate_stocks":{"BK1539":"汽车股","BK4204":"教育服务","BK4548":"巴美列捷福持仓","LI":"理想汽车","BK1119":"汽车制造商","BK4506":"内地教育股","BK1575":"同股不同权","02015":"理想汽车-W","BK4503":"景林资产持仓","BK1587":"次新股","EVS.SI":"MSCI China Electric 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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>库存截图。。。这样的价格应该不会有了吧","text":"$蔚来(NIO)$$特斯拉(TSLA)$库存截图。。。这样的价格应该不会有了吧","images":[{"img":"https://static.tigerbbs.com/e5f743cfc10cb06c9d81def4289a1a3f","width":"1080","height":"2400"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":357,"commentSize":49,"repostSize":19,"link":"https://laohu8.com/post/633353261","isVote":1,"tweetType":1,"viewCount":14331,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3503453876825857","authorId":"3503453876825857","name":"源源不绝","avatar":"https://static.tigerbbs.com/a77f42c77c59c4296630b162706ff505","crmLevel":5,"crmLevelSwitch":0,"idStr":"3503453876825857","authorIdStr":"3503453876825857"},"content":"特斯拉是拆股前吧","text":"特斯拉是拆股前吧","html":"特斯拉是拆股前吧"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":633945527,"gmtCreate":1643713398074,"gmtModify":1643713398074,"author":{"id":"3463617863458404","authorId":"3463617863458404","name":"郭靖","avatar":"https://static.tigerbbs.com/7fbe168b9ffe9691ded6224db2612961","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3463617863458404","authorIdStr":"3463617863458404"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/NIO\">$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)$et两款新平台的车，应该大部分有意向的在等改款，或者上et5，这个时间点还能有这个交付不易","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":37,"commentSize":6,"repostSize":1,"link":"https://laohu8.com/post/633945527","isVote":1,"tweetType":1,"viewCount":5923,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3534889702100506","authorId":"3534889702100506","name":"bluesk","avatar":"https://static.tigerbbs.com/325c8e5d45527f2df031bfb352889279","crmLevel":2,"crmLevelSwitch":0,"idStr":"3534889702100506","authorIdStr":"3534889702100506"},"content":"et7三月底就交了啊。还有es7七月会交付","text":"et7三月底就交了啊。还有es7七月会交付","html":"et7三月底就交了啊。还有es7七月会交付"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630739073,"gmtCreate":1643037188309,"gmtModify":1643037188309,"author":{"id":"3463617863458404","authorId":"3463617863458404","name":"郭靖","avatar":"https://static.tigerbbs.com/7fbe168b9ffe9691ded6224db2612961","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3463617863458404","authorIdStr":"3463617863458404"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>跌哭了","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>跌哭了","text":"$蔚来(NIO)$跌哭了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630739073","isVote":1,"tweetType":1,"viewCount":1619,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":695326232,"gmtCreate":1641347977154,"gmtModify":1641347977154,"author":{"id":"3463617863458404","authorId":"3463617863458404","name":"郭靖","avatar":"https://static.tigerbbs.com/7fbe168b9ffe9691ded6224db2612961","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3463617863458404","authorIdStr":"3463617863458404"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>无底洞啊，哈哈哈哈","listText":"<a href=\"https://laohu8.com/S/01810\">$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)$但凡遇到下跌在这无脑骂的，别说整体行情不好，就是行情好，您也赚不到钱。瞎折腾啥","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693696263","isVote":1,"tweetType":1,"viewCount":1966,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606182747,"gmtCreate":1638843194842,"gmtModify":1638843194842,"author":{"id":"3463617863458404","authorId":"3463617863458404","name":"郭靖","avatar":"https://static.tigerbbs.com/7fbe168b9ffe9691ded6224db2612961","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3463617863458404","authorIdStr":"3463617863458404"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$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)$雷总得罪了谁，这持续新低的，越回购越低","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/606182747","isVote":1,"tweetType":1,"viewCount":1827,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606051890,"gmtCreate":1638802684920,"gmtModify":1638802684920,"author":{"id":"3463617863458404","authorId":"3463617863458404","name":"郭靖","avatar":"https://static.tigerbbs.com/7fbe168b9ffe9691ded6224db2612961","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3463617863458404","authorIdStr":"3463617863458404"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>太惊悚了，我不要折扣价，赶紧给我回到40以上[流泪]&nbsp;","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>太惊悚了，我不要折扣价，赶紧给我回到40以上[流泪]&nbsp;","text":"$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)$毁灭吧，赶紧得，累了😔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/874952099","isVote":1,"tweetType":1,"viewCount":1882,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":847763961,"gmtCreate":1636554831306,"gmtModify":1636554831306,"author":{"id":"3463617863458404","authorId":"3463617863458404","name":"郭靖","avatar":"https://static.tigerbbs.com/7fbe168b9ffe9691ded6224db2612961","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3463617863458404","authorIdStr":"3463617863458404"},"themes":[],"htmlText":"很多人希望蔚来一口吃个胖子，德智体美劳全面占优，期望是好的，但是在座的各位觉得自己能比现在的高管做得更好的，请去蔚来面试。所以理性看待，胖子不是你想吃想吃就能吃滴。","listText":"很多人希望蔚来一口吃个胖子，德智体美劳全面占优，期望是好的，但是在座的各位觉得自己能比现在的高管做得更好的，请去蔚来面试。所以理性看待，胖子不是你想吃想吃就能吃滴。","text":"很多人希望蔚来一口吃个胖子，德智体美劳全面占优，期望是好的，但是在座的各位觉得自己能比现在的高管做得更好的，请去蔚来面试。所以理性看待，胖子不是你想吃想吃就能吃滴。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/847763961","repostId":"1189094403","repostType":2,"repost":{"id":"1189094403","pubTimestamp":1636528002,"share":"https://www.laohu8.com/m/news/1189094403?lang=&edition=full","pubTime":"2021-11-10 15:06","market":"us","language":"zh","title":"“优等生”蔚来，没有上进心","url":"https://stock-news.laohu8.com/highlight/detail?id=1189094403","media":"亿欧汽车","summary":"看了$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; }\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“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&nbsp;&nbsp;&nbsp;<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":2606,"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)$</a>挂个36.67的单以表尊敬[捂脸]&nbsp;","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>挂个36.67的单以表尊敬[捂脸]&nbsp;","text":"$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)$</a>就目前来说微笑里的平均交付量是差不多的，大可不必某一个月大家排名有变化就开始谁谁掉队，完全是自己吓唬自己，三家其实旗鼓相当，当然我蔚因为平均售价高，还是更胜一筹，[开心]&nbsp;","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>就目前来说微笑里的平均交付量是差不多的，大可不必某一个月大家排名有变化就开始谁谁掉队，完全是自己吓唬自己，三家其实旗鼓相当，当然我蔚因为平均售价高，还是更胜一筹，[开心]&nbsp;","text":"$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; }\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":3366,"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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这个世界有时候真搞不懂，小米破发，跌成这样。拼多多开盘34个点，难道我生活在虚幻世界中吗，难道一家立志伟大的公司比不过一家专卖低劣产品便宜假货横行的公司？拼多多更被看好？毁三观，国民生活水平是往越来越低水平走？大家越来越喜欢低劣的便宜货？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":18,"repostSize":0,"link":"https://laohu8.com/post/228171","isVote":1,"tweetType":1,"viewCount":3182,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494190166086601","authorId":"3494190166086601","name":"小米集团CEO雷军","avatar":"https://static.tigerbbs.com/6239f9c2241a507210199d8c73033991","crmLevel":1,"crmLevelSwitch":0,"idStr":"3494190166086601","authorIdStr":"3494190166086601"},"content":"小米适合长期持有","text":"小米适合长期持有","html":"小米适合长期持有"}],"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 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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":3366,"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":332235608,"gmtCreate":1610407061804,"gmtModify":1703744095226,"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/NIO\">$蔚来(NIO)$</a>搞不懂一些人的想法，蔚来通过股市融资，用在公司发展上，有什么问题？股市存在本来就是这个作用，建议去读下历史，看下百科。动不动说什么割韭菜，当韭菜当习惯了，建议这些人还是去炒币吧，连股票是什么都不知道","text":"$蔚来(NIO)$搞不懂一些人的想法，蔚来通过股市融资，用在公司发展上，有什么问题？股市存在本来就是这个作用，建议去读下历史，看下百科。动不动说什么割韭菜，当韭菜当习惯了，建议这些人还是去炒币吧，连股票是什么都不知道","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":11,"commentSize":15,"repostSize":0,"link":"https://laohu8.com/post/332235608","isVote":1,"tweetType":1,"viewCount":4200,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3557524781946327","authorId":"3557524781946327","name":"再饥饿也得忍着稳住","avatar":"https://static.tigerbbs.com/7ab10e3ab6f588acfbd6e59d7018330d","crmLevel":1,"crmLevelSwitch":0,"idStr":"3557524781946327","authorIdStr":"3557524781946327"},"content":"潜力还是有的，我敢说1/20拜登上去之前就能回到80。有人信吗？只是这次是融债而已。公司要做大需要规模。特斯拉也是一步一步来的，他拆股也是看股价，总资产规模来的，蔚来这次融资可以说也是一个资的脱变 。说不定一下子就涨到160都可能。规模上去了，懂吗","text":"潜力还是有的，我敢说1/20拜登上去之前就能回到80。有人信吗？只是这次是融债而已。公司要做大需要规模。特斯拉也是一步一步来的，他拆股也是看股价，总资产规模来的，蔚来这次融资可以说也是一个资的脱变 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。良苦用心啊，哈哈哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/916194756","isVote":1,"tweetType":1,"viewCount":2078,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3496012889155517","authorId":"3496012889155517","name":"如歌浅谈","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3496012889155517","authorIdStr":"3496012889155517"},"content":"融资成功是板上钉钉的事，只是看什么规模，什么形式了，蔚来现在其实已经也有现金流了，只是需要资金着手二代平台了","text":"融资成功是板上钉钉的事，只是看什么规模，什么形式了，蔚来现在其实已经也有现金流了，只是需要资金着手二代平台了","html":"融资成功是板上钉钉的事，只是看什么规模，什么形式了，蔚来现在其实已经也有现金流了，只是需要资金着手二代平台了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":338776528,"gmtCreate":1609985729664,"gmtModify":1703741789207,"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":"简直可笑，小米会怕一个没有了华为撑腰的荣耀？滑稽","listText":"简直可笑，小米会怕一个没有了华为撑腰的荣耀？滑稽","text":"简直可笑，小米会怕一个没有了华为撑腰的荣耀？滑稽","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":21,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/338776528","repostId":"1105844478","repostType":2,"repost":{"id":"1105844478","pubTimestamp":1609916550,"share":"https://www.laohu8.com/m/news/1105844478?lang=&edition=full","pubTime":"2021-01-06 15:02","market":"hk","language":"zh","title":"股价一度大跌7%，半日蒸发541亿港元！小米为何重挫？","url":"https://stock-news.laohu8.com/highlight/detail?id=1105844478","media":"华尔街见闻","summary":"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。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。","content":"<blockquote>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”。</blockquote><p>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。<img src=\"https://static.tigerbbs.com/36df84bc676f16675965af2dc03e20e3\" tg-width=\"1153\" tg-height=\"477\"></p><p>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。</p><p><b>荣耀重回5G手机市场</b></p><p>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。</p><p>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。</p><p>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，<b>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。</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 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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&nbsp;&nbsp;&nbsp;<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)$港真，20块以下无脑买就是了，不需要什么分析，猜测。只要有余粮，可以无脑进货","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":11,"repostSize":0,"link":"https://laohu8.com/post/217603","isVote":1,"tweetType":1,"viewCount":299,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494366075697136","authorId":"3494366075697136","name":"紫剑丶","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3494366075697136","authorIdStr":"3494366075697136"},"content":"😞感觉小米创新不足！营收纯利低！低开高走只能看未来！科技公司要异军突起没那么容易！","text":"😞感觉小米创新不足！营收纯利低！低开高走只能看未来！科技公司要异军突起没那么容易！","html":"😞感觉小米创新不足！营收纯利低！低开高走只能看未来！科技公司要异军突起没那么容易！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":331782060,"gmtCreate":1609767276950,"gmtModify":1703740327281,"author":{"id":"3463617863458404","authorId":"3463617863458404","name":"郭靖","avatar":"https://static.tigerbbs.com/7fbe168b9ffe9691ded6224db2612961","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3463617863458404","authorIdStr":"3463617863458404"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>蹦哒一天，又还原了，哎呦喂","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>蹦哒一天，又还原了，哎呦喂","text":"$小米集团-W(01810)$蹦哒一天，又还原了，哎呦喂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308413150","isVote":1,"tweetType":1,"viewCount":721,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693696263,"gmtCreate":1640011132715,"gmtModify":1640012084560,"author":{"id":"3463617863458404","authorId":"3463617863458404","name":"郭靖","avatar":"https://static.tigerbbs.com/7fbe168b9ffe9691ded6224db2612961","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3463617863458404","authorIdStr":"3463617863458404"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>但凡遇到下跌在这无脑骂的，别说整体行情不好，就是行情好，您也赚不到钱。瞎折腾啥","listText":"<a 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href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>折腾了两三年，股价居然还能回到发行当天的最高价，再这么下去，怕是真回到解放前了，17块的发行价。小米太惨了，小米公司啥都好，就是股价不行","text":"$小米集团-W(01810)$折腾了两三年，股价居然还能回到发行当天的最高价，再这么下去，怕是真回到解放前了，17块的发行价。小米太惨了，小米公司啥都好，就是股价不行","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/329020795","isVote":1,"tweetType":1,"viewCount":4938,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3461816986229908","authorId":"3461816986229908","name":"农民伯伯","avatar":"https://static.tigerbbs.com/8134eac1e612afa24b3101548ef89558","crmLevel":7,"crmLevelSwitch":0,"idStr":"3461816986229908","authorIdStr":"3461816986229908"},"content":"小米公司最好的就是股价了，产品渣，管理层更渣","text":"小米公司最好的就是股价了，产品渣，管理层更渣","html":"小米公司最好的就是股价了，产品渣，管理层更渣"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":378178,"gmtCreate":1547466085280,"gmtModify":1704786719568,"author":{"id":"3463617863458404","authorId":"3463617863458404","name":"郭靖","avatar":"https://static.tigerbbs.com/7fbe168b9ffe9691ded6224db2612961","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3463617863458404","authorIdStr":"3463617863458404"},"themes":[],"htmlText":"$Netflix, Inc.(NFLX)$今天还能涨，我就跪着叫爹","listText":"$Netflix, Inc.(NFLX)$今天还能涨，我就跪着叫爹","text":"$Netflix, Inc.(NFLX)$今天还能涨，我就跪着叫爹","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/378178","isVote":1,"tweetType":1,"viewCount":1705,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":847763961,"gmtCreate":1636554831306,"gmtModify":1636554831306,"author":{"id":"3463617863458404","authorId":"3463617863458404","name":"郭靖","avatar":"https://static.tigerbbs.com/7fbe168b9ffe9691ded6224db2612961","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3463617863458404","authorIdStr":"3463617863458404"},"themes":[],"htmlText":"很多人希望蔚来一口吃个胖子，德智体美劳全面占优，期望是好的，但是在座的各位觉得自己能比现在的高管做得更好的，请去蔚来面试。所以理性看待，胖子不是你想吃想吃就能吃滴。","listText":"很多人希望蔚来一口吃个胖子，德智体美劳全面占优，期望是好的，但是在座的各位觉得自己能比现在的高管做得更好的，请去蔚来面试。所以理性看待，胖子不是你想吃想吃就能吃滴。","text":"很多人希望蔚来一口吃个胖子，德智体美劳全面占优，期望是好的，但是在座的各位觉得自己能比现在的高管做得更好的，请去蔚来面试。所以理性看待，胖子不是你想吃想吃就能吃滴。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/847763961","repostId":"1189094403","repostType":2,"repost":{"id":"1189094403","pubTimestamp":1636528002,"share":"https://www.laohu8.com/m/news/1189094403?lang=&edition=full","pubTime":"2021-11-10 15:06","market":"us","language":"zh","title":"“优等生”蔚来，没有上进心","url":"https://stock-news.laohu8.com/highlight/detail?id=1189094403","media":"亿欧汽车","summary":"看了$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&nbsp;&nbsp;&nbsp;<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":2606,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}