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jamesliu
2023-03-20
都让沪股通这个大韭菜买走了
摩根大通减持约3.33亿港元哔哩哔哩
jamesliu
2023-01-03
生产资质是需要工信部批的,要么收购,要么跟蔚来一样找主机厂代工,估计大概率是跟新势力一样
高管回应“小米造车遇坎”传闻:消息不实,进展顺利
jamesliu
2022-10-28
好消息,公司一堆人在会议室抽电子烟
上海:电子烟被纳入公共场所禁烟范围,28日起正式施行
jamesliu
2022-10-19
雷总是铁了心在抄底啊,市场环境这么差
抱歉,原内容已删除
jamesliu
2022-10-11
公司想抄底,结果抄在半山腰
小米集团:10月11日回购280万股,耗资约2443.6万港元
jamesliu
2022-09-29
韭菜啊,现阶段不是公司不行,是市场不行了。现在回购抄底在半山腰
小米集团:于9月29日回购1100万股,共耗资约9785.7万港元
jamesliu
2022-09-27
14pro 依旧加价
乔布斯的老本吃了11年:肥了库克,瘦了黄牛
jamesliu
2022-04-27
就是这个卵,把中概股带崩了
“世纪大爆仓”始作俑者Bill Hwang被逮捕
jamesliu
2022-04-14
标题不够劲爆,流量太少了
第一个“爆雷”的造车新势力,为什么是蔚来?
jamesliu
2019-04-25
$小牛电动(NIU)$ 我买涨你狂跌,我买跌你狂涨[开心][开心][开心]
jamesliu
2019-04-17
$优信(UXIN)$ 昨天1.5割肉了
jamesliu
2019-04-11
$趣头条(QTT)$庄家盯着九块这个价格导了几天了
jamesliu
2019-04-04
$蔚来(NIO)$连续4天高开低走,一直这样玩有意思吗
jamesliu
2019-04-03
$趣头条(QTT)$ 狗庄,-105%我就快回本了
jamesliu
2019-04-02
$趣头条(QTT)$ 开始横盘
jamesliu
2019-04-02
$趣头条(QTT)$ 今天20个点
jamesliu
2019-03-29
$趣头条(QTT)$ 又横一天。庄家要在11.55这个价位出完
jamesliu
2019-03-28
$趣头条(QTT)$那些整天喊不能做空的,快做空啊,等拉爆
jamesliu
2019-03-28
$趣头条(QTT)$11.5这个价格估计把货出得差不多了
jamesliu
2019-03-27
$蔚来(NIO)$今天再来7个点?
去老虎APP查看更多动态
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19:36","market":"other","language":"zh","title":"摩根大通减持约3.33亿港元哔哩哔哩","url":"https://stock-news.laohu8.com/highlight/detail?id=1101077229","media":"老虎资讯综合","summary":"据港交所数据,摩根大通于3月15日减持约195万股哔哩哔哩H股,按平均减持股价170.5076港元计,涉资约3.33亿港元;持股比例由此前9.48%降至8.89%。","content":"<html><head></head><body><p>据港交所数据,摩根大通于3月15日减持约195万股哔哩哔哩H股,按平均减持股价170.5076港元计,涉资约3.33亿港元;持股比例由此前9.48%降至8.89%。</p><p><img src=\"https://static.tigerbbs.com/81d2d2e186b20dc3c85d9d4411dcd4ea\" tg-width=\"1365\" tg-height=\"469\" width=\"100%\" height=\"auto\"/></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>摩根大通减持约3.33亿港元哔哩哔哩</title>\n<style 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19:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>据港交所数据,摩根大通于3月15日减持约195万股哔哩哔哩H股,按平均减持股价170.5076港元计,涉资约3.33亿港元;持股比例由此前9.48%降至8.89%。</p><p><img src=\"https://static.tigerbbs.com/81d2d2e186b20dc3c85d9d4411dcd4ea\" tg-width=\"1365\" tg-height=\"469\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/959e12dad805ef7134e41190825f878a","relate_stocks":{"BILI":"哔哩哔哩","09626":"哔哩哔哩-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101077229","content_text":"据港交所数据,摩根大通于3月15日减持约195万股哔哩哔哩H股,按平均减持股价170.5076港元计,涉资约3.33亿港元;持股比例由此前9.48%降至8.89%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1468,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3547499860800538","authorId":"3547499860800538","name":"唤唤霸霸","avatar":"https://static.tigerbbs.com/4842950dc96000bc44fa266137eef860","crmLevel":1,"crmLevelSwitch":0,"idStr":"3547499860800538","authorIdStr":"3547499860800538"},"content":"没见过你这种妄自菲薄的东西","text":"没见过你这种妄自菲薄的东西","html":"没见过你这种妄自菲薄的东西"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":621743194,"gmtCreate":1672723914218,"gmtModify":1672723918031,"author":{"id":"3464658752565617","authorId":"3464658752565617","name":"jamesliu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3464658752565617","authorIdStr":"3464658752565617"},"themes":[],"htmlText":"生产资质是需要工信部批的,要么收购,要么跟蔚来一样找主机厂代工,估计大概率是跟新势力一样","listText":"生产资质是需要工信部批的,要么收购,要么跟蔚来一样找主机厂代工,估计大概率是跟新势力一样","text":"生产资质是需要工信部批的,要么收购,要么跟蔚来一样找主机厂代工,估计大概率是跟新势力一样","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/621743194","repostId":"2300836904","repostType":2,"repost":{"id":"2300836904","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":1672718435,"share":"https://www.laohu8.com/m/news/2300836904?lang=&edition=full","pubTime":"2023-01-03 12:00","market":"hk","language":"zh","title":"高管回应“小米造车遇坎”传闻:消息不实,进展顺利","url":"https://stock-news.laohu8.com/highlight/detail?id=2300836904","media":"老虎资讯综合","summary":"小米集团公关部总经理王化昨日就“小米造车遇坎且小米汽车品牌没批下来”的传闻回应称:该消息不实,不存在所谓品牌需要批准的说法,此外小米汽车进展顺利。","content":"<html><head></head><body><p>小米集团公关部总经理王化昨日就“小米造车遇坎且小米汽车品牌没批下来”的传闻回应称:该消息不实,不存在所谓品牌需要批准的说法,此外小米汽车进展顺利。</p><p><img src=\"https://static.tigerbbs.com/650a3d3472f71ad2ecf4f0e016d5a931\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></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>高管回应“小米造车遇坎”传闻:消息不实,进展顺利</title>\n<style 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12:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>小米集团公关部总经理王化昨日就“小米造车遇坎且小米汽车品牌没批下来”的传闻回应称:该消息不实,不存在所谓品牌需要批准的说法,此外小米汽车进展顺利。</p><p><img src=\"https://static.tigerbbs.com/650a3d3472f71ad2ecf4f0e016d5a931\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/529958ccf70e57b3f5b5c4f7405468e4","relate_stocks":{"01810":"小米集团-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2300836904","content_text":"小米集团公关部总经理王化昨日就“小米造车遇坎且小米汽车品牌没批下来”的传闻回应称:该消息不实,不存在所谓品牌需要批准的说法,此外小米汽车进展顺利。","news_type":1},"isVote":1,"tweetType":1,"viewCount":782,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":665345481,"gmtCreate":1666965823343,"gmtModify":1666965826492,"author":{"id":"3464658752565617","authorId":"3464658752565617","name":"jamesliu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3464658752565617","authorIdStr":"3464658752565617"},"themes":[],"htmlText":"好消息,公司一堆人在会议室抽电子烟","listText":"好消息,公司一堆人在会议室抽电子烟","text":"好消息,公司一堆人在会议室抽电子烟","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/665345481","repostId":"1147589264","repostType":2,"repost":{"id":"1147589264","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":1666965544,"share":"https://www.laohu8.com/m/news/1147589264?lang=&edition=full","pubTime":"2022-10-28 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21:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>上海市健康促进委员会办公室28日披露,上海市人大常委会已通过《上海市公共场所控制吸烟条例》修正案,28日起正式施行。据此,电子烟被纳入公共场所禁烟范围,即全上海室内公共场所、室内工作场所、公共交通工具内及部分公共场所的室外区域禁止吸烟(包括电子烟)。</p><p>截至发稿,电子烟龙头<a href=\"https://laohu8.com/S/RLX\">RLX科技</a>跌近10%。</p><p><img src=\"https://static.tigerbbs.com/eb1f32ac1e95f644e4793f0fffabd865\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9bc4ee269ad9cff7441dc3605e3bc69a","relate_stocks":{"06969":"思摩尔国际","RLX":"雾芯科技"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147589264","content_text":"上海市健康促进委员会办公室28日披露,上海市人大常委会已通过《上海市公共场所控制吸烟条例》修正案,28日起正式施行。据此,电子烟被纳入公共场所禁烟范围,即全上海室内公共场所、室内工作场所、公共交通工具内及部分公共场所的室外区域禁止吸烟(包括电子烟)。截至发稿,电子烟龙头RLX科技跌近10%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1462,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":662393390,"gmtCreate":1666174784810,"gmtModify":1666174789416,"author":{"id":"3464658752565617","authorId":"3464658752565617","name":"jamesliu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3464658752565617","authorIdStr":"3464658752565617"},"themes":[],"htmlText":"雷总是铁了心在抄底啊,市场环境这么差","listText":"雷总是铁了心在抄底啊,市场环境这么差","text":"雷总是铁了心在抄底啊,市场环境这么差","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/662393390","repostId":"1102633777","repostType":2,"isVote":1,"tweetType":1,"viewCount":1633,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":666184854,"gmtCreate":1665485879179,"gmtModify":1665485880576,"author":{"id":"3464658752565617","authorId":"3464658752565617","name":"jamesliu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3464658752565617","authorIdStr":"3464658752565617"},"themes":[],"htmlText":"公司想抄底,结果抄在半山腰","listText":"公司想抄底,结果抄在半山腰","text":"公司想抄底,结果抄在半山腰","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/666184854","repostId":"1198464109","repostType":4,"repost":{"id":"1198464109","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":1665485128,"share":"https://www.laohu8.com/m/news/1198464109?lang=&edition=full","pubTime":"2022-10-11 18:45","market":"hk","language":"zh","title":"小米集团:10月11日回购280万股,耗资约2443.6万港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1198464109","media":"老虎资讯综合","summary":"回购价格为8.71-8.75港元。","content":"<html><head></head><body><p>小米集团:于10月11日回购280万股,回购价格为8.71-8.75港元,共耗资约2443.6万港元。</p><p><img src=\"https://static.tigerbbs.com/df22dda2013a1c29e4ce431e97db18d9\" tg-width=\"550\" tg-height=\"251\" width=\"100%\" height=\"auto\"/></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>小米集团:10月11日回购280万股,耗资约2443.6万港元</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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18:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>小米集团:于10月11日回购280万股,回购价格为8.71-8.75港元,共耗资约2443.6万港元。</p><p><img src=\"https://static.tigerbbs.com/df22dda2013a1c29e4ce431e97db18d9\" tg-width=\"550\" tg-height=\"251\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/aea2b9ab8a046974039715aed46d9985","relate_stocks":{"01810":"小米集团-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198464109","content_text":"小米集团:于10月11日回购280万股,回购价格为8.71-8.75港元,共耗资约2443.6万港元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1401,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":668109603,"gmtCreate":1664447716602,"gmtModify":1664447717778,"author":{"id":"3464658752565617","authorId":"3464658752565617","name":"jamesliu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3464658752565617","authorIdStr":"3464658752565617"},"themes":[],"htmlText":"韭菜啊,现阶段不是公司不行,是市场不行了。现在回购抄底在半山腰","listText":"韭菜啊,现阶段不是公司不行,是市场不行了。现在回购抄底在半山腰","text":"韭菜啊,现阶段不是公司不行,是市场不行了。现在回购抄底在半山腰","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/668109603","repostId":"1172287191","repostType":2,"repost":{"id":"1172287191","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":1664447641,"share":"https://www.laohu8.com/m/news/1172287191?lang=&edition=full","pubTime":"2022-09-29 18:34","market":"other","language":"zh","title":"小米集团:于9月29日回购1100万股,共耗资约9785.7万港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1172287191","media":"老虎资讯综合","summary":"小米集团:于9月29日回购1100万股,回购价格为8.74-9.17港元,共耗资约9785.7万港元。","content":"<html><head></head><body><p>小米集团:于9月29日回购1100万股,回购价格为8.74-9.17港元,共耗资约9785.7万港元。</p><p><img src=\"https://static.tigerbbs.com/daa101267b4584dca56f18723af034b0\" tg-width=\"1567\" tg-height=\"484\" width=\"100%\" height=\"auto\"/></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>小米集团:于9月29日回购1100万股,共耗资约9785.7万港元</title>\n<style 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18:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>小米集团:于9月29日回购1100万股,回购价格为8.74-9.17港元,共耗资约9785.7万港元。</p><p><img src=\"https://static.tigerbbs.com/daa101267b4584dca56f18723af034b0\" tg-width=\"1567\" tg-height=\"484\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/aea2b9ab8a046974039715aed46d9985","relate_stocks":{"01810":"小米集团-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172287191","content_text":"小米集团:于9月29日回购1100万股,回购价格为8.74-9.17港元,共耗资约9785.7万港元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1407,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":668032691,"gmtCreate":1664289555914,"gmtModify":1664289557398,"author":{"id":"3464658752565617","authorId":"3464658752565617","name":"jamesliu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3464658752565617","authorIdStr":"3464658752565617"},"themes":[],"htmlText":"14pro 依旧加价","listText":"14pro 依旧加价","text":"14pro 依旧加价","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/668032691","repostId":"1140617695","repostType":2,"repost":{"id":"1140617695","pubTimestamp":1664176713,"share":"https://www.laohu8.com/m/news/1140617695?lang=&edition=full","pubTime":"2022-09-26 15:18","market":"us","language":"zh","title":"乔布斯的老本吃了11年:肥了库克,瘦了黄牛","url":"https://stock-news.laohu8.com/highlight/detail?id=1140617695","media":"雪豹财经社","summary":"今年的市场注定赚少赔多,有黄牛已亏了四五十万元。","content":"<html><head></head><body><p>文/闫学功</p><p>一位黄牛今年赚了六位数,只有往年的三分之一,但在黄牛党中已算佼佼者。今年的市场注定赚少赔多,有黄牛已亏了四五十万元。曾靠苹果赚得盆满钵满的黄牛们在iPhone 14推出后栽了跟头。</p><p>乔布斯掌舵下的苹果,曾为黄牛构筑了一夜暴富的黄金时代。转折点发生在iPhone 8推出时,有经销商头一次发现苹果新机遇冷。而去年发布的iPhone 13,成了黄牛生意热潮最后的余温。</p><p>苹果稳坐全球市值最高科技公司宝座,但执掌这艘超级航母取得巨大商业成功的库克,却似乎仍未打消外界的质疑。在一些果粉眼中,苹果正在失去创新的灵魂,逐渐沦为一家平庸的造富公司。</p><p>乔布斯的老本吃了11年,苹果又一次迎来了口碑翻车的尴尬时刻。</p><p>被诟病“毫无创新,失去灵魂”的iPhone 14,被消费者冷落,被大V吐槽,也让在乔布斯时代赚得盆满钵满的“黄牛们”踩到了坑里,有人一天净亏几十万元。曾经的金苹果,成为不少黄牛眼中难以下咽的苦果。</p><p>11年来,凭借耀眼的品牌光环和巨大的商业势能,苹果稳坐全球市值最高科技公司宝座,营收增长了近2.5倍,市值涨了6倍多。但执掌这艘超级航母并取得巨大商业成功的库克,却似乎仍未打消外界的质疑。</p><p>关于“库克揭下苹果创新标签”的话题,在几乎每一次新品发布后都会掀起一波讨论的热潮。乔布斯女儿吐槽iPhone 14毫无新意,经济学家任泽平直言“iPhone 14可能是苹果盛极而衰的标志”。</p><p>iPhone 14的翻车,惊醒了还沉浸在昔日盛宴狂欢中的黄牛们。乔布斯时代的狂热余温尚存,但寒意已至。马不停蹄地奔赴下一个战场,赚取更多利润,才是他们的当务之急。</p><p><b>一场必输的赌局</b></p><p>“做了万全的准备,没想到还是亏了四五万。”做了3年黄牛的叶静跃叹了口气,总结iPhone 14发售3天以来自己的战况。</p><p>为了打好一年一度的苹果新品之战,经验丰富的叶静跃拟定了一份翔实的方案。</p><p>9月16日早上7点,他和他的团队便分别在北京朝阳大悦城、三里屯和合生汇的3家苹果门店蹲守。“我们团队只有3人,算上临时雇的排队外援,有15个。”</p><p>他们以每人100元的价格雇人排队抢售,这些人可能是学生、家庭主妇,不管抢没抢到都会付报酬。叶静跃团队3人则在一旁蹲守,如果雇来的人抢到手机,他们就会现身付款,随后便拿着新机向排队的用户加价售卖。</p><p>做足功课的叶静跃目标十分清晰。苹果发售日前一天晚上,他便给外援们下了任务:“今年只抢iPhone 14 Pro和Pro Max,紫色是最优先款式。”</p><p>第一天,他以原价抢到了两台14 Pro,转手加价1000元卖出,赚了2000元。但随后以1500元的溢价从用户手中收购了20多台后,他便开始亏损。“刚拿到手机时觉得很开心,想着一台加价3000元左右倒卖,每台还有1500元的利润。”他告诉雪豹财经社,“但手机到手后,发现根本卖不出去。”</p><p>苹果新机溢价的跳水,比叶静跃想象中来得快。他到当天中午已经觉察不对,只以1500元溢价的“原价”吆喝,但已无人问津。第一天,叶静跃大部分手机加价600元左右卖出,亏了两万元。此后两天,随着苹果新机溢价在黄牛市场的跳水,亏损逐渐扩大。</p><p>在苹果新品上栽了跟头的黄牛,远不止叶静跃一人。</p><p>“黄牛们赌输了,今年没有赢家。”从iPhone 4时代开始做手机经销商的吕樊告诉雪豹财经社,“今年发售前价格被炒得太高,我在发售前拿到机子后,同行们都将14 Pro Max紫色款的溢价定在3000元左右,超高利润唤起了黄牛们的赌性。”</p><p>吕樊拿到的第一批14 Pro,绝大部分被加价1500元以上的黄牛们“抢”走了,“没办法,他们给的太多了”。</p><p><img src=\"https://static.tigerbbs.com/c574cba0d5ceaa884d5e2767fe3b96b7\" tg-width=\"550\" tg-height=\"227\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/8a3bed490702142b38c2567108d3af6f\" tg-width=\"550\" tg-height=\"255\" referrerpolicy=\"no-referrer\"/>首日与发售3日后价格对比 图源:吕樊提供</p><p>吕樊长年跟黄牛打交道,他将黄牛党分为高中低三个层级。</p><p>最低层级的是跟风的新手,这些人今年赔得最惨。中级的自己有团队,能以原价抢购到手机。高级黄牛则能够先人一步,在发售前便已从销商手中订到货。按照今年的行情,只有高级黄牛才有机会小赚一笔。</p><p>从经销商手中直接预订了一批新机的李楠,是小赚一笔的幸运儿之一。但在他看来,“对于苹果这种产品来说,小赚就是亏。”</p><p>李楠告诉雪豹财经社,他每次订货前,都会在客户群和个人好友那里收到预订单,以此来确定进货数量。但今年预订的客户明显减少,“起码少了一大半”。</p><p>曾不惜加价购买苹果新机的忠实客户今年冷静了许多,他们不再热忱的理由大多指向对iPhone 14缺乏创新的诟病。有客户告诉李楠,“我不觉得率先拿到一款与我手中iPhone 13极其相似的手机,有什么炫耀的价值。”</p><p>果粉冷静,黄牛的钱包必然缩水。</p><p>李楠今年赚了六位数,只有往年的1/3,但在黄牛党中已经算是佼佼者。他告诉雪豹财经社,今年的市场注定赚少赔多,有的同行已经亏了四五十万元。</p><p><b>散户背刺黄牛</b></p><p>“谢谢你,黄牛君。”苹果新机开售首日晚上,刘威发表了这样一条朋友圈。</p><p>当天,他买到两台iPhone 14 Pro后,便被门口的黄牛拦下,每台加价1800元把手机卖给对方,赚了3600元差价。</p><p>嗅到商机的刘威当晚便召集了几个同学,一起去抢购iPhone 14 Pro。在他看来,这是一桩稳赚不赔的生意。能卖给黄牛最好,卖不出去还可以14天无条件退款。他笑称,“总会有黄牛们接盘。”</p><p>像刘威这样反向收割黄牛的个人散户,在网上被称为“黄牛猎手”。黄牛团队的外援中,也有人摸清了门道,开始“背刺”黄牛。</p><p>叶静跃雇来排队的外援中,有两个人抢购到新机后当场“反水”,拒绝叶静跃团队代为付钱,而是自己买下手机,出门就高价转手卖给了另一波黄牛。在叶静跃看来,“我简直是在给他们打工。”</p><p>吕樊眼中更高级的黄牛猎手,是苹果经销商。</p><p>为了炒热市场,大经销商们在拿到手机后就对外放出消息,联合将新品价格炒到很高,并瞄定紫色iPhone 14 Pro Max为今年的“溢价王”。第一批溢价手机没有多少流到普通用户手中,而是大部分高价卖给了黄牛。</p><p>以往的苹果黄牛市场就像一个漏斗。最上游的经销商拥有一部分稳定的利润和一定的溢价权。中游的黄牛通过倒买倒卖赚取差价,最下游的是急于抢先拿到新机的用户,他们是最终为高溢价买单的人。</p><p>但iPhone 14的口碑翻车,让这个水面下的隐秘交易市场,变成了一个输多赢少的牌局。经销商的利润仍然相对稳定,但果粉的热情骤然降温,压力便被传导到了黄牛们身上。</p><p>依旧沉浸在“一机暴利”的苹果盛宴梦中不愿醒来的黄牛,突然成了被猎手们反向收割的对象。</p><p><b>告别黄金时代</b></p><p>敢砸钱赌暴利的黄牛们,曾见证过苹果手机造就的巨大财富梦幻。</p><p>12年前,身穿黑色毛衣、牛仔裤的乔布斯手拿iPhone 4亮相,成为智能手机历史上的里程碑,也开启了黄牛的黄金时代。</p><p>“iPhone 4算是划时代的产品,市场热情的不得了,一台5000元的手机,不管任何渠道拿到,转手就是15000元卖出去。”985高校毕业的吕樊嗅到商机,做起了倒卖苹果手机的生意。当时,为了抢购苹果手机,黄牛们带着帐篷,在北京三里屯和大悦城提前48小时蹲守。</p><p>作为苹果的一代神机,首批iPhone 4上市3天就售出了170万部,而且供不应求。当时,国内市场的首售时间晚了4个月左右,利用这段时间差,黄牛们赚得盆满钵满。</p><p>吕樊告诉雪豹财经社,他当时发现香港的苹果店每人限购5台,于是组织了一行人坐飞机去香港排队,最大的一单赚了几十万元。“那时候稍微勤快点的黄牛团队,3个月下来赚百万都算少的。”甚至一年后iPhone 4S推出时,找黄牛买iPhone 4仍需要加价1000元。</p><p>转折点发生在iPhone 8推出时,那是吕樊头一次发现苹果新机遇冷。</p><p>当时已经是苹果经销商的吕樊回忆道,iPhone 8卖得不是很好,苹果门店和中关村排队的现象大幅减少,不少高价囤货的黄牛党亏了钱。</p><p>也正是在这个时候,外界对苹果缺乏创新的批判甚嚣尘上。从iPhone 5到iPhone 8,苹果几代产品被吐槽外形过于相似,好比“四世同堂”,功能也没有实质性革新。</p><p>被寄予厚望的iPhone X,以更冷淡的市场反应给了黄牛们一记耳光。用户对这款号称“从未有过的智能手机”并不买账,iPhone X 最得意的两个创新——全面屏和人脸识别,被认为早已不是首创。</p><p>黄牛们亏钱,苹果损失更惨。iPhone X销量不佳后苹果屡次减产,股价一度暴跌7%以上,超600亿美元市值蒸发。</p><p>iPhone X遇冷,苹果的创新能力被拉下神坛,黄牛们赚差价的空间日渐缩小。一台新机通常加价小几百元,与iPhone 6S之前的一机难求、动辄价格翻倍相差甚远。</p><p>去年发布的iPhone 13,成了黄牛生意热潮最后的余温。</p><p>彼时正值全球缺芯,苹果遭遇供应链危机。特殊时期的供需关系,让黄牛们找到了可乘之机。叶静跃事后总结道,“并不是iPhone 13多受欢迎,而是苹果在第一时间没有那么多备货,那个时间点就成了赚钱的好机会。”</p><p>但iPhone 14没有这样的幸运。一方面,新机被吐槽与上一代产品几乎毫无区别,“灵动岛不灵动”,多项bug曝光,新功能屡屡翻车。另一方面,库克吸取教训,更注重iPhone 14的供应链管理,新机供货十分充足。有网友表示,Pro版本新机等半个月左右便可到货。</p><p>这意味着,黄牛赚钱的土壤越来越贫瘠。</p><p><b>盛极而衰的拐点?</b></p><p>熬夜看完今年的新品发布会后,苹果发烧友胡艺文下定决心,今年不再找黄牛加钱抢购新机。</p><p>她买过iPhone 14以外的所有iPhone机型,而且不止一次加价购买首发新机。在她看来,抢先一步晒出最新款iPhone并非炫富,而是体现一种对顶级新科技消费产品的追求,“这很极客”。但iPhone 14让她觉得,“抢这种过度相似的机型一点也不极客”。</p><p>对被公认守成有余、进取不足的库克而言,这当然不是件好事。</p><p>从1997年将“不同凡响”定为slogan开始,创新便被视为苹果的灵魂。在乔布斯时代,苹果曾推出不止一款开创性的产品,并凭此坐稳了科技公司的头把交椅。</p><p>但自2011年库克担任CEO以来,苹果便鲜有令人眼前一亮的创新,甚至从引领者的角色逐渐沦为追随者。在销量上取得成功的iPhone 6,是苹果首次推出大屏手机,被认为步了三星等品牌的后尘。iPhone 14的灵动岛等功能,也被质疑抄袭安卓厂商。</p><p>经济学家任泽平在社交平台上直言,“苹果是在吃乔布斯的老本”,甚至认为2022年是苹果盛极而衰的转折点。</p><p>不可否认,从销量和公司市值来看,库克掌舵下的苹果取得了巨大的成功。部分原因在于,昔日价格高高在上的苹果手机,在定价上开始“低头”。</p><p>胡艺文注意到,从iPhone 11开始,苹果手机变得“便宜起来”。</p><p>一方面,iPhone 11的起售价从上一代产品iPhone XR的6499元降至5499元。另一方面,安卓阵营的旗舰机价格持续上涨,OPPO Find X2 Pro版本5999元起,小米10至尊版也要5299元起,与iPhone持平甚至更高。此后,苹果一直延续新机不涨价的策略。</p><p>如今,乔布斯留下的老本仍然够苹果吃上一阵子。据Counterpoint Research数据,2022年Q2,苹果在高端智能手机市场仍占据着过半江山,以57%的市场份额创下iPhone自2007年以来的历史纪录,并将全球手机六成多的利润收入囊中。</p><p>胡艺文这样的果粉也不会轻易抛弃苹果。虽然创新不足,但一年一度的硬件(主要是芯片)稳定更新、软件系统稳定,仍对他们有巨大的吸引力。</p><p>换句话说,乔布斯时代创造的巨大势能,足以让在创新方面略显平庸的苹果帝国靠惯性继续向前滑行。但随着苹果光环褪色,知秋的寒蝉已经隐隐嗅到寒意,感知到创新乏力的后果。</p><p>对于靠苹果吃饭的手机经销商吕樊而言,苹果仍然是他营收的大头,“黄牛的失败与否,不影响这一切,太阳照常升起”。</p><p>靠稀缺性和时间差赚钱的黄牛们则无暇为此悲春伤秋。马不停蹄地奔赴下一个战场,赚取更多利润,才是他们的当务之急。</p><p>叶静跃已全力转战华为Mate 50。他告诉雪豹财经社,华为新机溢价水平一直比较稳定,目前最低配都要加价1000元,最稀有的保时捷款已被炒到了2.5万元以上,较原价(12999元)翻了近一倍。</p><p>对于仍站在金字塔尖的全球顶级软硬件一体的苹果公司而言,iPhone 14不可能成为绝唱。但黄牛们暴富梦的终章,或许将为苹果躺赢的终结,奏响一段前奏。</p><p>(本文人物均为化名)</p></body></html>","source":"lsy1634697401643","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>乔布斯的老本吃了11年:肥了库克,瘦了黄牛</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{ 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class=\"title\">\n乔布斯的老本吃了11年:肥了库克,瘦了黄牛\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-26 15:18 北京时间 <a href=http://finance.sina.com.cn/tech/csj/2022-09-26/doc-imqqsmrp0494572.shtml><strong>雪豹财经社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文/闫学功一位黄牛今年赚了六位数,只有往年的三分之一,但在黄牛党中已算佼佼者。今年的市场注定赚少赔多,有黄牛已亏了四五十万元。曾靠苹果赚得盆满钵满的黄牛们在iPhone 14推出后栽了跟头。乔布斯掌舵下的苹果,曾为黄牛构筑了一夜暴富的黄金时代。转折点发生在iPhone 8推出时,有经销商头一次发现苹果新机遇冷。而去年发布的iPhone 13,成了黄牛生意热潮最后的余温。苹果稳坐全球市值最高科技公司...</p>\n\n<a href=\"http://finance.sina.com.cn/tech/csj/2022-09-26/doc-imqqsmrp0494572.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e5f2cbfd4e34e8ec82c7adfe60fe60a9","relate_stocks":{"AAPL":"苹果"},"source_url":"http://finance.sina.com.cn/tech/csj/2022-09-26/doc-imqqsmrp0494572.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140617695","content_text":"文/闫学功一位黄牛今年赚了六位数,只有往年的三分之一,但在黄牛党中已算佼佼者。今年的市场注定赚少赔多,有黄牛已亏了四五十万元。曾靠苹果赚得盆满钵满的黄牛们在iPhone 14推出后栽了跟头。乔布斯掌舵下的苹果,曾为黄牛构筑了一夜暴富的黄金时代。转折点发生在iPhone 8推出时,有经销商头一次发现苹果新机遇冷。而去年发布的iPhone 13,成了黄牛生意热潮最后的余温。苹果稳坐全球市值最高科技公司宝座,但执掌这艘超级航母取得巨大商业成功的库克,却似乎仍未打消外界的质疑。在一些果粉眼中,苹果正在失去创新的灵魂,逐渐沦为一家平庸的造富公司。乔布斯的老本吃了11年,苹果又一次迎来了口碑翻车的尴尬时刻。被诟病“毫无创新,失去灵魂”的iPhone 14,被消费者冷落,被大V吐槽,也让在乔布斯时代赚得盆满钵满的“黄牛们”踩到了坑里,有人一天净亏几十万元。曾经的金苹果,成为不少黄牛眼中难以下咽的苦果。11年来,凭借耀眼的品牌光环和巨大的商业势能,苹果稳坐全球市值最高科技公司宝座,营收增长了近2.5倍,市值涨了6倍多。但执掌这艘超级航母并取得巨大商业成功的库克,却似乎仍未打消外界的质疑。关于“库克揭下苹果创新标签”的话题,在几乎每一次新品发布后都会掀起一波讨论的热潮。乔布斯女儿吐槽iPhone 14毫无新意,经济学家任泽平直言“iPhone 14可能是苹果盛极而衰的标志”。iPhone 14的翻车,惊醒了还沉浸在昔日盛宴狂欢中的黄牛们。乔布斯时代的狂热余温尚存,但寒意已至。马不停蹄地奔赴下一个战场,赚取更多利润,才是他们的当务之急。一场必输的赌局“做了万全的准备,没想到还是亏了四五万。”做了3年黄牛的叶静跃叹了口气,总结iPhone 14发售3天以来自己的战况。为了打好一年一度的苹果新品之战,经验丰富的叶静跃拟定了一份翔实的方案。9月16日早上7点,他和他的团队便分别在北京朝阳大悦城、三里屯和合生汇的3家苹果门店蹲守。“我们团队只有3人,算上临时雇的排队外援,有15个。”他们以每人100元的价格雇人排队抢售,这些人可能是学生、家庭主妇,不管抢没抢到都会付报酬。叶静跃团队3人则在一旁蹲守,如果雇来的人抢到手机,他们就会现身付款,随后便拿着新机向排队的用户加价售卖。做足功课的叶静跃目标十分清晰。苹果发售日前一天晚上,他便给外援们下了任务:“今年只抢iPhone 14 Pro和Pro Max,紫色是最优先款式。”第一天,他以原价抢到了两台14 Pro,转手加价1000元卖出,赚了2000元。但随后以1500元的溢价从用户手中收购了20多台后,他便开始亏损。“刚拿到手机时觉得很开心,想着一台加价3000元左右倒卖,每台还有1500元的利润。”他告诉雪豹财经社,“但手机到手后,发现根本卖不出去。”苹果新机溢价的跳水,比叶静跃想象中来得快。他到当天中午已经觉察不对,只以1500元溢价的“原价”吆喝,但已无人问津。第一天,叶静跃大部分手机加价600元左右卖出,亏了两万元。此后两天,随着苹果新机溢价在黄牛市场的跳水,亏损逐渐扩大。在苹果新品上栽了跟头的黄牛,远不止叶静跃一人。“黄牛们赌输了,今年没有赢家。”从iPhone 4时代开始做手机经销商的吕樊告诉雪豹财经社,“今年发售前价格被炒得太高,我在发售前拿到机子后,同行们都将14 Pro Max紫色款的溢价定在3000元左右,超高利润唤起了黄牛们的赌性。”吕樊拿到的第一批14 Pro,绝大部分被加价1500元以上的黄牛们“抢”走了,“没办法,他们给的太多了”。首日与发售3日后价格对比 图源:吕樊提供吕樊长年跟黄牛打交道,他将黄牛党分为高中低三个层级。最低层级的是跟风的新手,这些人今年赔得最惨。中级的自己有团队,能以原价抢购到手机。高级黄牛则能够先人一步,在发售前便已从销商手中订到货。按照今年的行情,只有高级黄牛才有机会小赚一笔。从经销商手中直接预订了一批新机的李楠,是小赚一笔的幸运儿之一。但在他看来,“对于苹果这种产品来说,小赚就是亏。”李楠告诉雪豹财经社,他每次订货前,都会在客户群和个人好友那里收到预订单,以此来确定进货数量。但今年预订的客户明显减少,“起码少了一大半”。曾不惜加价购买苹果新机的忠实客户今年冷静了许多,他们不再热忱的理由大多指向对iPhone 14缺乏创新的诟病。有客户告诉李楠,“我不觉得率先拿到一款与我手中iPhone 13极其相似的手机,有什么炫耀的价值。”果粉冷静,黄牛的钱包必然缩水。李楠今年赚了六位数,只有往年的1/3,但在黄牛党中已经算是佼佼者。他告诉雪豹财经社,今年的市场注定赚少赔多,有的同行已经亏了四五十万元。散户背刺黄牛“谢谢你,黄牛君。”苹果新机开售首日晚上,刘威发表了这样一条朋友圈。当天,他买到两台iPhone 14 Pro后,便被门口的黄牛拦下,每台加价1800元把手机卖给对方,赚了3600元差价。嗅到商机的刘威当晚便召集了几个同学,一起去抢购iPhone 14 Pro。在他看来,这是一桩稳赚不赔的生意。能卖给黄牛最好,卖不出去还可以14天无条件退款。他笑称,“总会有黄牛们接盘。”像刘威这样反向收割黄牛的个人散户,在网上被称为“黄牛猎手”。黄牛团队的外援中,也有人摸清了门道,开始“背刺”黄牛。叶静跃雇来排队的外援中,有两个人抢购到新机后当场“反水”,拒绝叶静跃团队代为付钱,而是自己买下手机,出门就高价转手卖给了另一波黄牛。在叶静跃看来,“我简直是在给他们打工。”吕樊眼中更高级的黄牛猎手,是苹果经销商。为了炒热市场,大经销商们在拿到手机后就对外放出消息,联合将新品价格炒到很高,并瞄定紫色iPhone 14 Pro Max为今年的“溢价王”。第一批溢价手机没有多少流到普通用户手中,而是大部分高价卖给了黄牛。以往的苹果黄牛市场就像一个漏斗。最上游的经销商拥有一部分稳定的利润和一定的溢价权。中游的黄牛通过倒买倒卖赚取差价,最下游的是急于抢先拿到新机的用户,他们是最终为高溢价买单的人。但iPhone 14的口碑翻车,让这个水面下的隐秘交易市场,变成了一个输多赢少的牌局。经销商的利润仍然相对稳定,但果粉的热情骤然降温,压力便被传导到了黄牛们身上。依旧沉浸在“一机暴利”的苹果盛宴梦中不愿醒来的黄牛,突然成了被猎手们反向收割的对象。告别黄金时代敢砸钱赌暴利的黄牛们,曾见证过苹果手机造就的巨大财富梦幻。12年前,身穿黑色毛衣、牛仔裤的乔布斯手拿iPhone 4亮相,成为智能手机历史上的里程碑,也开启了黄牛的黄金时代。“iPhone 4算是划时代的产品,市场热情的不得了,一台5000元的手机,不管任何渠道拿到,转手就是15000元卖出去。”985高校毕业的吕樊嗅到商机,做起了倒卖苹果手机的生意。当时,为了抢购苹果手机,黄牛们带着帐篷,在北京三里屯和大悦城提前48小时蹲守。作为苹果的一代神机,首批iPhone 4上市3天就售出了170万部,而且供不应求。当时,国内市场的首售时间晚了4个月左右,利用这段时间差,黄牛们赚得盆满钵满。吕樊告诉雪豹财经社,他当时发现香港的苹果店每人限购5台,于是组织了一行人坐飞机去香港排队,最大的一单赚了几十万元。“那时候稍微勤快点的黄牛团队,3个月下来赚百万都算少的。”甚至一年后iPhone 4S推出时,找黄牛买iPhone 4仍需要加价1000元。转折点发生在iPhone 8推出时,那是吕樊头一次发现苹果新机遇冷。当时已经是苹果经销商的吕樊回忆道,iPhone 8卖得不是很好,苹果门店和中关村排队的现象大幅减少,不少高价囤货的黄牛党亏了钱。也正是在这个时候,外界对苹果缺乏创新的批判甚嚣尘上。从iPhone 5到iPhone 8,苹果几代产品被吐槽外形过于相似,好比“四世同堂”,功能也没有实质性革新。被寄予厚望的iPhone X,以更冷淡的市场反应给了黄牛们一记耳光。用户对这款号称“从未有过的智能手机”并不买账,iPhone X 最得意的两个创新——全面屏和人脸识别,被认为早已不是首创。黄牛们亏钱,苹果损失更惨。iPhone X销量不佳后苹果屡次减产,股价一度暴跌7%以上,超600亿美元市值蒸发。iPhone X遇冷,苹果的创新能力被拉下神坛,黄牛们赚差价的空间日渐缩小。一台新机通常加价小几百元,与iPhone 6S之前的一机难求、动辄价格翻倍相差甚远。去年发布的iPhone 13,成了黄牛生意热潮最后的余温。彼时正值全球缺芯,苹果遭遇供应链危机。特殊时期的供需关系,让黄牛们找到了可乘之机。叶静跃事后总结道,“并不是iPhone 13多受欢迎,而是苹果在第一时间没有那么多备货,那个时间点就成了赚钱的好机会。”但iPhone 14没有这样的幸运。一方面,新机被吐槽与上一代产品几乎毫无区别,“灵动岛不灵动”,多项bug曝光,新功能屡屡翻车。另一方面,库克吸取教训,更注重iPhone 14的供应链管理,新机供货十分充足。有网友表示,Pro版本新机等半个月左右便可到货。这意味着,黄牛赚钱的土壤越来越贫瘠。盛极而衰的拐点?熬夜看完今年的新品发布会后,苹果发烧友胡艺文下定决心,今年不再找黄牛加钱抢购新机。她买过iPhone 14以外的所有iPhone机型,而且不止一次加价购买首发新机。在她看来,抢先一步晒出最新款iPhone并非炫富,而是体现一种对顶级新科技消费产品的追求,“这很极客”。但iPhone 14让她觉得,“抢这种过度相似的机型一点也不极客”。对被公认守成有余、进取不足的库克而言,这当然不是件好事。从1997年将“不同凡响”定为slogan开始,创新便被视为苹果的灵魂。在乔布斯时代,苹果曾推出不止一款开创性的产品,并凭此坐稳了科技公司的头把交椅。但自2011年库克担任CEO以来,苹果便鲜有令人眼前一亮的创新,甚至从引领者的角色逐渐沦为追随者。在销量上取得成功的iPhone 6,是苹果首次推出大屏手机,被认为步了三星等品牌的后尘。iPhone 14的灵动岛等功能,也被质疑抄袭安卓厂商。经济学家任泽平在社交平台上直言,“苹果是在吃乔布斯的老本”,甚至认为2022年是苹果盛极而衰的转折点。不可否认,从销量和公司市值来看,库克掌舵下的苹果取得了巨大的成功。部分原因在于,昔日价格高高在上的苹果手机,在定价上开始“低头”。胡艺文注意到,从iPhone 11开始,苹果手机变得“便宜起来”。一方面,iPhone 11的起售价从上一代产品iPhone XR的6499元降至5499元。另一方面,安卓阵营的旗舰机价格持续上涨,OPPO Find X2 Pro版本5999元起,小米10至尊版也要5299元起,与iPhone持平甚至更高。此后,苹果一直延续新机不涨价的策略。如今,乔布斯留下的老本仍然够苹果吃上一阵子。据Counterpoint Research数据,2022年Q2,苹果在高端智能手机市场仍占据着过半江山,以57%的市场份额创下iPhone自2007年以来的历史纪录,并将全球手机六成多的利润收入囊中。胡艺文这样的果粉也不会轻易抛弃苹果。虽然创新不足,但一年一度的硬件(主要是芯片)稳定更新、软件系统稳定,仍对他们有巨大的吸引力。换句话说,乔布斯时代创造的巨大势能,足以让在创新方面略显平庸的苹果帝国靠惯性继续向前滑行。但随着苹果光环褪色,知秋的寒蝉已经隐隐嗅到寒意,感知到创新乏力的后果。对于靠苹果吃饭的手机经销商吕樊而言,苹果仍然是他营收的大头,“黄牛的失败与否,不影响这一切,太阳照常升起”。靠稀缺性和时间差赚钱的黄牛们则无暇为此悲春伤秋。马不停蹄地奔赴下一个战场,赚取更多利润,才是他们的当务之急。叶静跃已全力转战华为Mate 50。他告诉雪豹财经社,华为新机溢价水平一直比较稳定,目前最低配都要加价1000元,最稀有的保时捷款已被炒到了2.5万元以上,较原价(12999元)翻了近一倍。对于仍站在金字塔尖的全球顶级软硬件一体的苹果公司而言,iPhone 14不可能成为绝唱。但黄牛们暴富梦的终章,或许将为苹果躺赢的终结,奏响一段前奏。(本文人物均为化名)","news_type":1},"isVote":1,"tweetType":1,"viewCount":2519,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":618224294,"gmtCreate":1651060592631,"gmtModify":1651060592631,"author":{"id":"3464658752565617","authorId":"3464658752565617","name":"jamesliu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3464658752565617","authorIdStr":"3464658752565617"},"themes":[],"htmlText":"就是这个卵,把中概股带崩了","listText":"就是这个卵,把中概股带崩了","text":"就是这个卵,把中概股带崩了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/618224294","repostId":"1100144011","repostType":2,"repost":{"id":"1100144011","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":1651060163,"share":"https://www.laohu8.com/m/news/1100144011?lang=&edition=full","pubTime":"2022-04-27 19:49","market":"fut","language":"zh","title":"“世纪大爆仓”始作俑者Bill Hwang被逮捕","url":"https://stock-news.laohu8.com/highlight/detail?id=1100144011","media":"老虎资讯综合","summary":"4月27日消息,Archegos Capital Management创始人Bill Hwang和他的首席财务官Patrick Halligan于周三上午被捕,预计将于周三晚些时候在曼哈顿联邦法院出庭","content":"<html><head></head><body><p>4月27日消息,Archegos Capital Management创始人Bill Hwang和他的首席财务官Patrick Halligan于周三上午被捕,预计将于周三晚些时候在曼哈顿联邦法院出庭。他们被指控犯有证券欺诈、电信欺诈和合谋诈骗等11项刑事罪名。美国证券交易委员会(SEC)和商品期货交易委员会(CFTC)也提出了民事诉讼。</p><p><img src=\"https://static.tigerbbs.com/1d325cc74aecab3fb39122b52a2b1a6b\" tg-width=\"827\" tg-height=\"500\" referrerpolicy=\"no-referrer\"/></p><p>联邦检察官称,Bill Hwang利用“Archegos”作为“操纵市场和欺诈的工具”,给银行、金融市场投资者和该公司员工造成了巨大的损失。</p><p>在一份59页的起诉书中,联邦检察官指控Bill Hwang利用个人财富操纵市场,并在一项具有深远影响的计划中实施了欺诈。文件称,在大约一年的时间里,Bill Hwang的财富从约15亿美元增加到350多亿美元。</p><p><img src=\"https://static.tigerbbs.com/87182d622fbdb8168225941f91a4b89b\" tg-width=\"883\" tg-height=\"674\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>指控文件称,这两名男子采取了一种欺骗性的交易策略,利用杠杆扩大了他们的市场头寸,其规模膨胀到了1600亿美元之巨。Bill Hwang涉嫌使用了未公开的衍生品证券掩藏了Archegos在市场上的头寸规模。因此,投资者并不知道,Archegos主导着少数公司的交易。</p><p>Bill Hwang涉嫌操纵的证券包括ViacomCBS、Discovery Communications Inc.、腾讯音乐、Texas Capital Bancshares和Rocket Companies.。</p><p>Archegos在2021年3月倒闭,它的崩盘给整个华尔街带来了巨大的冲击。包括瑞士信贷、摩根士丹利和野村控股在内的交易对手蒙受了逾百亿美元的损失。瑞士信贷遭受的损失最大,总计约50亿美元。</p><p>美国证券交易委员会主席Gary Gensler在一份新闻稿中表示:“去年春天Archegos的倒闭表明,一家公司的活动可以对投资者和市场参与者产生深远影响。”</p><p>不过Bill Hwang的律师劳伦斯·拉斯特伯格声明称:“Bill Hwang没有任何不当行为,没有任何证据表明他犯下了任何罪行,更不用说起诉书中铺天盖地的指控了。”</p><p><b>事件回顾:</b></p><p>去年3月25日,<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>、<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>等中概股盘中一度下跌近20%,这对重仓的Bill Hwang造成严重打击,最终无力追加保证金的他,只得清算了自己全部的资产。</p><p>此次抛售的总金额达到190亿美元,导致相关股票市值蒸发330亿美元,约合2159亿人民币,成为“人类史上最大单日亏损”。</p><p>如此大的亏损,跟Bill Hwang的惊人的高杠杆离不开关系。</p><p>Bill Hwang在离开老虎基金后,以2亿美元的自有资金创立家族办公室Archegos Capital,在短短8年时间里将资产规模扩大到150亿美元,但他通过杠杆交易持有的仓位超过500亿美元。</p><p>高杠杆带来的高收益不仅让Bill Hwang不知收敛,也吸引了投行为了高额佣金不顾风险而向其出借股票。</p><p>在每年高达千万美元的佣金面前,<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>、<a href=\"https://laohu8.com/S/GS\">高盛</a>、瑞信、野村等投行都为Bill Hwang提供了数以十亿美元计的信贷服务。</p><p>这次爆仓中,野村证券、<a href=\"https://laohu8.com/S/UBS\">瑞银</a>、高盛都遭受了巨额损失。因为Archegos已经被清算,剩下的只能由各家投行自己承担。</p><p>事后,在瑞银复盘的报告中提到,这家投行曾给Archegos数周时间用来筹借钱款并追加保证金,而Archegos应付瑞信的话术也很简单:太忙,应付不过来。</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>“世纪大爆仓”始作俑者Bill Hwang被逮捕</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n“世纪大爆仓”始作俑者Bill Hwang被逮捕\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\">2022-04-27 19:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月27日消息,Archegos Capital Management创始人Bill Hwang和他的首席财务官Patrick Halligan于周三上午被捕,预计将于周三晚些时候在曼哈顿联邦法院出庭。他们被指控犯有证券欺诈、电信欺诈和合谋诈骗等11项刑事罪名。美国证券交易委员会(SEC)和商品期货交易委员会(CFTC)也提出了民事诉讼。</p><p><img src=\"https://static.tigerbbs.com/1d325cc74aecab3fb39122b52a2b1a6b\" tg-width=\"827\" tg-height=\"500\" referrerpolicy=\"no-referrer\"/></p><p>联邦检察官称,Bill Hwang利用“Archegos”作为“操纵市场和欺诈的工具”,给银行、金融市场投资者和该公司员工造成了巨大的损失。</p><p>在一份59页的起诉书中,联邦检察官指控Bill Hwang利用个人财富操纵市场,并在一项具有深远影响的计划中实施了欺诈。文件称,在大约一年的时间里,Bill Hwang的财富从约15亿美元增加到350多亿美元。</p><p><img src=\"https://static.tigerbbs.com/87182d622fbdb8168225941f91a4b89b\" tg-width=\"883\" tg-height=\"674\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>指控文件称,这两名男子采取了一种欺骗性的交易策略,利用杠杆扩大了他们的市场头寸,其规模膨胀到了1600亿美元之巨。Bill Hwang涉嫌使用了未公开的衍生品证券掩藏了Archegos在市场上的头寸规模。因此,投资者并不知道,Archegos主导着少数公司的交易。</p><p>Bill Hwang涉嫌操纵的证券包括ViacomCBS、Discovery Communications Inc.、腾讯音乐、Texas Capital Bancshares和Rocket Companies.。</p><p>Archegos在2021年3月倒闭,它的崩盘给整个华尔街带来了巨大的冲击。包括瑞士信贷、摩根士丹利和野村控股在内的交易对手蒙受了逾百亿美元的损失。瑞士信贷遭受的损失最大,总计约50亿美元。</p><p>美国证券交易委员会主席Gary Gensler在一份新闻稿中表示:“去年春天Archegos的倒闭表明,一家公司的活动可以对投资者和市场参与者产生深远影响。”</p><p>不过Bill Hwang的律师劳伦斯·拉斯特伯格声明称:“Bill Hwang没有任何不当行为,没有任何证据表明他犯下了任何罪行,更不用说起诉书中铺天盖地的指控了。”</p><p><b>事件回顾:</b></p><p>去年3月25日,<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>、<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>等中概股盘中一度下跌近20%,这对重仓的Bill Hwang造成严重打击,最终无力追加保证金的他,只得清算了自己全部的资产。</p><p>此次抛售的总金额达到190亿美元,导致相关股票市值蒸发330亿美元,约合2159亿人民币,成为“人类史上最大单日亏损”。</p><p>如此大的亏损,跟Bill Hwang的惊人的高杠杆离不开关系。</p><p>Bill Hwang在离开老虎基金后,以2亿美元的自有资金创立家族办公室Archegos Capital,在短短8年时间里将资产规模扩大到150亿美元,但他通过杠杆交易持有的仓位超过500亿美元。</p><p>高杠杆带来的高收益不仅让Bill Hwang不知收敛,也吸引了投行为了高额佣金不顾风险而向其出借股票。</p><p>在每年高达千万美元的佣金面前,<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>、<a href=\"https://laohu8.com/S/GS\">高盛</a>、瑞信、野村等投行都为Bill Hwang提供了数以十亿美元计的信贷服务。</p><p>这次爆仓中,野村证券、<a href=\"https://laohu8.com/S/UBS\">瑞银</a>、高盛都遭受了巨额损失。因为Archegos已经被清算,剩下的只能由各家投行自己承担。</p><p>事后,在瑞银复盘的报告中提到,这家投行曾给Archegos数周时间用来筹借钱款并追加保证金,而Archegos应付瑞信的话术也很简单:太忙,应付不过来。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ba2b5628dbfe9be044a8611c57df3b48","relate_stocks":{"TME":"腾讯音乐","BK4563":"昨日强势股","BK4111":"出版","BK4127":"投资银行业与经纪业","BK4565":"NFT概念","NYT":"纽约时报","BK4532":"文艺复兴科技持仓","BK4571":"数字音乐概念","GS":"高盛","UBS":"瑞银","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4535":"淡马锡持仓","MS":"摩根士丹利","BK4526":"热门中概股","BK4552":"Archegos爆仓风波概念","BK4118":"综合性资本市场","BK4505":"高瓴资本持仓","IQ":"爱奇艺","BK4581":"高盛持仓","BK4504":"桥水持仓"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100144011","content_text":"4月27日消息,Archegos Capital Management创始人Bill Hwang和他的首席财务官Patrick Halligan于周三上午被捕,预计将于周三晚些时候在曼哈顿联邦法院出庭。他们被指控犯有证券欺诈、电信欺诈和合谋诈骗等11项刑事罪名。美国证券交易委员会(SEC)和商品期货交易委员会(CFTC)也提出了民事诉讼。联邦检察官称,Bill Hwang利用“Archegos”作为“操纵市场和欺诈的工具”,给银行、金融市场投资者和该公司员工造成了巨大的损失。在一份59页的起诉书中,联邦检察官指控Bill Hwang利用个人财富操纵市场,并在一项具有深远影响的计划中实施了欺诈。文件称,在大约一年的时间里,Bill Hwang的财富从约15亿美元增加到350多亿美元。指控文件称,这两名男子采取了一种欺骗性的交易策略,利用杠杆扩大了他们的市场头寸,其规模膨胀到了1600亿美元之巨。Bill Hwang涉嫌使用了未公开的衍生品证券掩藏了Archegos在市场上的头寸规模。因此,投资者并不知道,Archegos主导着少数公司的交易。Bill Hwang涉嫌操纵的证券包括ViacomCBS、Discovery Communications Inc.、腾讯音乐、Texas Capital Bancshares和Rocket Companies.。Archegos在2021年3月倒闭,它的崩盘给整个华尔街带来了巨大的冲击。包括瑞士信贷、摩根士丹利和野村控股在内的交易对手蒙受了逾百亿美元的损失。瑞士信贷遭受的损失最大,总计约50亿美元。美国证券交易委员会主席Gary Gensler在一份新闻稿中表示:“去年春天Archegos的倒闭表明,一家公司的活动可以对投资者和市场参与者产生深远影响。”不过Bill Hwang的律师劳伦斯·拉斯特伯格声明称:“Bill Hwang没有任何不当行为,没有任何证据表明他犯下了任何罪行,更不用说起诉书中铺天盖地的指控了。”事件回顾:去年3月25日,腾讯音乐、爱奇艺等中概股盘中一度下跌近20%,这对重仓的Bill Hwang造成严重打击,最终无力追加保证金的他,只得清算了自己全部的资产。此次抛售的总金额达到190亿美元,导致相关股票市值蒸发330亿美元,约合2159亿人民币,成为“人类史上最大单日亏损”。如此大的亏损,跟Bill Hwang的惊人的高杠杆离不开关系。Bill Hwang在离开老虎基金后,以2亿美元的自有资金创立家族办公室Archegos Capital,在短短8年时间里将资产规模扩大到150亿美元,但他通过杠杆交易持有的仓位超过500亿美元。高杠杆带来的高收益不仅让Bill Hwang不知收敛,也吸引了投行为了高额佣金不顾风险而向其出借股票。在每年高达千万美元的佣金面前,摩根士丹利、高盛、瑞信、野村等投行都为Bill Hwang提供了数以十亿美元计的信贷服务。这次爆仓中,野村证券、瑞银、高盛都遭受了巨额损失。因为Archegos已经被清算,剩下的只能由各家投行自己承担。事后,在瑞银复盘的报告中提到,这家投行曾给Archegos数周时间用来筹借钱款并追加保证金,而Archegos应付瑞信的话术也很简单:太忙,应付不过来。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":613503838,"gmtCreate":1649927398125,"gmtModify":1649927398125,"author":{"id":"3464658752565617","authorId":"3464658752565617","name":"jamesliu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3464658752565617","authorIdStr":"3464658752565617"},"themes":[],"htmlText":"标题不够劲爆,流量太少了","listText":"标题不够劲爆,流量太少了","text":"标题不够劲爆,流量太少了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/613503838","repostId":"2227645651","repostType":4,"repost":{"id":"2227645651","weMediaInfo":{"introduction":"民间投资共享平台——汇集投资高手,发现投资好点子。","home_visible":1,"media_name":"阿尔法工场研究院","id":"55","head_image":"https://static.tigerbbs.com/4df70e92a2d64be896797ea06b5e676a"},"pubTimestamp":1649896732,"share":"https://www.laohu8.com/m/news/2227645651?lang=&edition=full","pubTime":"2022-04-14 08:38","market":"sh","language":"zh","title":"第一个“爆雷”的造车新势力,为什么是蔚来?","url":"https://stock-news.laohu8.com/highlight/detail?id=2227645651","media":"阿尔法工场研究院","summary":"造车新势力蔚来,造不出车了。","content":"<html><head></head><body><p>作者:王佳元</p><p>造车新势力<a href=\"https://laohu8.com/S/NIO\">蔚来</a>,造不出车了。</p><p>三国时期,北方霸主袁绍,割据一方,被火烧乌巢后,粮草不继,军心涣散,败走官渡,失去了乱世争雄、入主中原的资格。</p><p>历史总是惊人的相似,这一次“粮草短缺”轮到造车“新势力”曾经的霸主<a href=\"https://laohu8.com/S/NIO\">蔚来</a>了。</p><p>上个周末,对于蔚来而言,并不平静。</p><p>4月10日周日,蔚来继续在其APP内发布产品价格调整的说明,旗下ES8、ES6、EC6各版本车型起售价上调10000元,蔚来ET7、ET5的起售价格不变。</p><p><img src=\"https://static.tigerbbs.com/a10801b669fa4ea2a87cbae90a2eb075\" tg-width=\"504\" tg-height=\"454\" referrerpolicy=\"no-referrer\"/></p><p>来源:蔚来官方<a href=\"https://laohu8.com/S/WB\">微博</a></p><p>在新能源车最近一个月的涨价潮中,迟迟不见蔚来的身影。</p><p>3月25日,蔚来创始人、董事长兼CEO李斌在财报发布会上更是表示,蔚来当前并没有提价的想法。</p><p>这一波操作给蔚来赢得了“业界良心”的美誉,李斌被消费者封为“最美逆行者”。然而,时隔半个月,蔚来就改弦更张,加入到了涨价的队列里。</p><p>本次涨价的原因,依旧是全球原材料上涨的影响。</p><p>李斌在置顶的精选评论里面,也表示原材料、特别是电池原材料涨得太多,本想咬咬牙扛过去,没成想疫情又成了压倒蔚来的最后一根稻草,最终还是扛不过去了。</p><p><img src=\"https://static.tigerbbs.com/dea642fafe0d4931b662b16823e63ee8\" tg-width=\"323\" tg-height=\"569\" referrerpolicy=\"no-referrer\"/></p><p>来源:蔚来手机APP</p><p>自今年以来,全球原材料价格确实在持续大幅上涨。在此影响下,据不完全统计,几乎所有新能源车企,都对旗下产品进行了不同程度的价格上调,涨幅从数千元至几万元不等。</p><p><img src=\"https://static.tigerbbs.com/f26a17ea82954341964611fed6dfcc18\" tg-width=\"711\" tg-height=\"641\" referrerpolicy=\"no-referrer\"/></p><p>来源:各公司公告,阿尔法工场研究院整理</p><p>涨价,是近期业内应对成本上涨的“通行”对策,蔚来只是顺应了潮流。并且对于售价三四十万的EC6,ES6和ES8来说,涨价一万,对应的提升幅度只有3%左右,影响不大。</p><p>更具有市场杀伤力的,其实是前一天的公告。</p><p>4月9日周五下午,蔚来在其APP内发布了近期生产与交付情况的说明:由于疫情的原因,蔚来整车生产已经暂停。</p><p>李斌在置顶评论中表示,3月中旬有些零部件就已经断供,蔚来能撑到最近实属不易。紧接着,他更是投放了“原子弹”级别的信息:面临暂停生产困境的并不止蔚来一家,很多厂商都有相似的情况。</p><p><img src=\"https://static.tigerbbs.com/b16e2b46a05d46f38098b41a5c91114f\" tg-width=\"604\" tg-height=\"445\" referrerpolicy=\"no-referrer\"/></p><p>来源:蔚来手机APP</p><p>这一信息直接引爆了周一的资本市场。</p><p>4月11日周一,刚宣布停产+涨价的蔚来股价开盘就急速下挫,截至收盘报收144.8港元,大跌11.44%。</p><p>不仅蔚来一家,受到李斌影射全行业困境的影响,当天新能源板块大跌,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>(09868.HK)和<a href=\"https://laohu8.com/S/LI\">理想汽车</a>(02015.HK)的股价亦分别下跌9.89%和8.11%。</p><p><img src=\"https://static.tigerbbs.com/3d2f6dd104aa48dca58ced57ee67522d\" tg-width=\"865\" tg-height=\"199\" referrerpolicy=\"no-referrer\"/></p><p>4月11日“蔚小理”股价,来源:<a href=\"https://laohu8.com/S/300033\">同花顺</a>iFind</p><p>昔日的霸主蔚来,遇到麻烦了。</p><p><b>“新势力”格局恐生变</b></p><p>过去的一年内,占据绝对优势的“蔚小理”,一直霸占着新能源造车“新势力”的前三名。它们在去年克服了芯片短缺、原材料涨价以及疫情等不利因素,在“新势力”中出类拔萃,为国产电动化转型做出了杰出贡献。</p><p>2021年,蔚来的交付量为91429辆,同比增109.1%;<a href=\"https://laohu8.com/S/LI\">理想汽车</a>的交付量为90491辆,同比增177.4%;<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>的交付量为98155辆,同比增263%。</p><p>合计近十万年交付量,“蔚小理”三雄鼎立的格局本已成型。</p><p>然而,随着蔚来停产的消息一出,格局或恐生变。其实3月份的销售数据已隐现草蛇灰线。</p><p>根据4月11日乘联会的最新数据,2022年3月,国内乘用车市场零售达到157.9万辆,同比下降10.5%,环比增长25.6%;1-3月累计零售491.5万辆,同比下降4.5%,总体走势低于预期。</p><p>在乘用车整体较为低迷的前提下,新能源乘用车3月的零售销量继续高歌猛进,达到44.5万辆,同比增长137.6%,环比增长63.1%。</p><p>3月份,新能源乘用车单月渗透率已经达到28.2%,创下历史新高,新能源的趋势再一次得到确认。</p><p>新能源造车“新势力”方面,小鹏凭借15414辆的交付量拿下头把交椅,紧随其后的是哪吒12026辆,理想11034辆和零跑10059辆,蔚来只有9985辆排名第五。</p><p>前五名中也只有蔚来月交付量没有过万,并且前四家同比增长都是翻番起步,零跑更是同比增长9倍,而蔚来的增长只有区区37.6%。很显然,蔚来单月已经被哪吒和零跑两个新晋玩家超越。<img src=\"https://static.tigerbbs.com/ac2d68ec91e64d62b8e0aee57542b3a1\" tg-width=\"730\" tg-height=\"412\" referrerpolicy=\"no-referrer\"/>来源:各公司公告,阿尔法工场研究院整理</p><p>“蔚小理”三雄鼎立的格局,遭遇了重新洗牌,演变成了“小哪理零蔚”五霸纷争。</p><p>之所以有耳熟能详的“蔚小理”的称呼,就是因为这是按照最初的销量排名而取。现如今,蔚来已经从榜首跌落到第五名,在“新势力”们跑马圈地的关键时刻,对于蔚来的发展无疑是一个极大的打击。</p><p><b>列强环伺</b></p><p>为什么要单列出新能源造车“新势力”这一细分类别呢?因为它们起步晚、成长快,互相参照,可以看出相对发展的快慢与好坏。不过,新能源车企可不止国内这些“新势力”,横亘前面的还有三座大山。</p><p>第一座大山就是<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>,作为电动车的国际化领头羊,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在全球都有比较强的影响力。</p><p>4月2日,特斯拉披露,公司第一季度交付超过31万辆汽车,其中Model S/X交付量为14724辆,Model 3/Y交付量为29.53万辆。</p><p>也就是说,特斯拉今年一季度的交付量已经超过了“蔚小理”去年的年交付量总和。</p><p>第二座大山是<a href=\"https://laohu8.com/S/002594\">比亚迪</a>,根据<a href=\"https://laohu8.com/S/002594\">比亚迪</a>公布的产销快报显示,3月比亚迪新能源汽车销量为104878辆,同比增长333.06%;一季度累计销量286329辆,增长422.97%。<img src=\"https://static.tigerbbs.com/e3e03fb79c1c4c2187bbef5d1e4d934c\" tg-width=\"692\" tg-height=\"285\" referrerpolicy=\"no-referrer\"/></p><p>来源:比亚迪公告</p><p>第三座大山是各传统车企孵化或扶持的电动车新品牌,它们的力量也不可轻视。背靠传统车企的技术、经验、供应链以及工厂的优势,这些子品牌也都有各自主要的客户群体,占有一定市场份额。</p><p>一个国际品牌龙头,一个国内品牌龙头,再加上众多新兴子品牌,新能源汽车可谓是百花齐放,在竞争中扩大自身的市场份额。</p><p>按照乘联会的统计口径,3月新能源乘用车厂商批发销量突破万辆的企业有13家(较去年同期增2家),其中:比亚迪104338辆、特斯拉中国65814辆、上汽通用五菱51157辆、奇瑞汽车21817辆,广汽埃安20317辆,<a href=\"https://laohu8.com/S/000625\">长安汽车</a>15624辆,小鹏汽车15414辆,<a href=\"https://laohu8.com/S/601633\">长城汽车</a>15057辆,<a href=\"https://laohu8.com/S/00175\">吉利汽车</a>14166辆、哪吒汽车12026辆、理想汽车11034辆、上汽乘用车10880辆,零跑汽车10059辆。</p><p>位居“新势力”月销量第五位的蔚来,放到全域来对比,只能排在13名之后。</p><p>不同厂商的技术路径不同,主要的客户群体也不同,但是现阶段这些都是“敲门砖”,当客户群体足够大的时候,赢者通吃的现象大概率会发生。</p><p>所以,前期储备“量”的阶段尤为重要,谁掌握了前期,就能在后期拥有巨大的先发优势。</p><p>诚然,造车“新势力”与面前的三座大山还是有一定的差距,这是客观事实,那么在“新势力”内部,蔚来与小鹏和理想的竞争中也尽显疲态。</p><p>理想主打增程式电动车方案,暂时唯一的车型就是大型SUV理想ONE,主要聚焦家庭用车,可油可电,彻底解决里程焦虑,单月交付量11034辆,已然成为“新势力”第一畅销车。</p><p>理想期待再下一城,将在4月16日发布第二款车型理想L9,继续完善自己的产品矩阵。</p><p><img src=\"https://static.tigerbbs.com/da615aaa775d4e39967eedb57810e936\" tg-width=\"757\" tg-height=\"366\" referrerpolicy=\"no-referrer\"/></p><p>来源:理想官网</p><p>小鹏主要有三款产品在售,面对城市道路的紧凑型SUV小鹏G3i以及家庭轿车小鹏P5和P7,尤其是上市两年的主打轿跑P7,单月交付量达到了9183辆,成为“新势力”纯电驱动第一畅销车。</p><p><img src=\"https://static.tigerbbs.com/443a191917b84176a533ad4658864b12\" tg-width=\"801\" tg-height=\"290\" referrerpolicy=\"no-referrer\"/></p><p>来源:小鹏官网</p><p>理想和小鹏分别在大型SUV和家庭轿车崭露头角,按照自身的剧本推进。蔚来也是看中了这两条路径。</p><p>先聚焦大型SUV,接连推出EC6,ES6和ES8三款车型;打开市场之后,准备继续推出轿车。谁知本次停产,让这个如意算盘落空。</p><p>原来的SUV市场有可能被理想替代,尚未交付的轿车市场可能被小鹏P7和P5替代,蔚来本来两全其美的计划,变成了“满盘皆输”的尴尬境地。</p><p>可谓:前有埋伏,后有追兵。</p><p>新能源车企们都不敢停歇,跑步前行,生怕掉队。然而如今的蔚来已经开始原地踏步了,逆水行舟,不进则退。在新能源汽车大爆发的关键节点,一步跟不上,可能就真的步步跟不上了。</p><p>若想突出重围,近身肉搏看起来不可避免,但关键时刻掉链子,蔚来手里的“神兵”找不到了。捉襟见肘的蔚来,如何面对未来刺刀见红的竞争?</p><p><b>蔚来还有未来吗?</b></p><p>蔚来曾称霸一时,还是有很多优势。</p><p>例如它的换电,相比于其他电动车,只能有充电这一条路,蔚来打造出自己的品牌特色,电池可充可换,消费者可以根据自身需要,自由选择补电方案。</p><p>尤其是在基础设施较为发达的一线城市,蔚来的换电站网络织得很密集,3-5分钟的换电,几乎完美地解决了市内通勤的里程焦虑。</p><p>从可拆卸电池,又延伸出BaaS(Battery as a Service,电池即服务)金融租电方案,更是降低了消费者的购车首付门槛。给消费者提供一个备选的方案,灵活度可谓是首屈一指。</p><p>在消费者心中,蔚来就是这些创新的先行者。</p><p>单次“月考“”只是一次小测验,一次失利并不能否定它的全部。并且,新贵哪吒和零跑销量中,微型/小型电动车占比很大,无论从品牌影响力还是从科技含量,都还不能与“蔚小理”同台竞争。</p><p>但是,见微知著,蔚来的短板,已经在此次“黑天鹅”事件中得到了放大。</p><p>首先,过高的定价吓退了不少感兴趣的消费者,动辄三四十万的售价,就注定它的目标群体就是高净值客户。</p><p>那么,高净值客户,尤其是对喜好变化的年轻消费者来说,已经上市3、4年的老产品的吸引力正在加速下降,对新产品的期待热度,在蔚来论坛里一直居高不下。</p><p><img src=\"https://static.tigerbbs.com/c7ece00731534d1795caece20d6ea262\" tg-width=\"413\" tg-height=\"474\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/ee9a14661ee3465c8493d0ae26ef94a6\" tg-width=\"413\" tg-height=\"313\" referrerpolicy=\"no-referrer\"/></p><p>来源:蔚来手机APP</p><p>其次,蔚来一直缺席的轿车,ET7和ET5本是蔚来继续攻城略地的新式重武器,然而它们的迟到,再次打破了计划。</p><p>尽管ET7已发布一年多,有关ET7的消息也在持续发酵,但是市面上能看到现车的仍然是少数。</p><p>一位蔚来销售上周兴奋地通知笔者,ET7终于在北京颐堤港蔚来体验店展览,欢迎潜在消费者前去观看。当笔者进一步咨询是否可以试驾,却被告知因为车太少,只能展出不能试驾。</p><p><img src=\"https://static.tigerbbs.com/ba2e039953504cd8878e58b25318382d\" tg-width=\"767\" tg-height=\"380\" referrerpolicy=\"no-referrer\"/></p><p>来源:蔚来官网</p><p>ET7和ET5的准车主为频频迟到的新车而愤愤不平,慕名而来的潜在车主也因为长时间不能试驾体验而逐渐失去耐心,继而转投其它新能源阵营。</p><p>产能不足不仅影响老车型,更是失去了新车型重新圈定市场的机会。未来的蔚来,将举步维艰。</p><p><b>造车不是一件简单的事</b></p><p>前有<a href=\"https://laohu8.com/S/AAPL\">苹果</a>计划造车,今有小米高调进军造车,众多造车“新势力”如雨后春笋一般冒出来,大街上的汽车品牌逐渐丰富。</p><p>这就给人一种错觉,造车是一件很容易的事。更有人戏称,电动车就是车壳子+大规模电池组,配上内饰就成了。</p><p>不过,无论是燃油车还是新能源车,造车都是一个非常复杂流程。整车各个零部件或者工作区域之间都有很紧密的联系,各层级供应商组织井然有序,牵一发而动全身,并非夸张。</p><p>换句话说,造一辆车易,持续稳定造车难。这其中,供应链的安全与稳定尤为重要。</p><p>纵然有郭嘉、荀彧的运筹帷幄以及许褚、典韦的勇猛无敌,粮草依旧是最重要的,俗话说“巧妇难为无米之炊”,供应链是一个车企最重要的参考指标。</p><p>尽管蔚来有诸多理由,供应商“恰好”都位于疫情严重的地区,然而全局化的统筹,亦是考验车企长久发展的“试金石”。所有车企都面临同样的全国性的不利因素,但蔚来是第一个“爆雷”的。</p><p>若是蔚来整不明白,未来难有出路。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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.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第一个“爆雷”的造车新势力,为什么是蔚来?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/55\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/4df70e92a2d64be896797ea06b5e676a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">阿尔法工场研究院 </p>\n<p class=\"h-time\">2022-04-14 08:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>作者:王佳元</p><p>造车新势力<a href=\"https://laohu8.com/S/NIO\">蔚来</a>,造不出车了。</p><p>三国时期,北方霸主袁绍,割据一方,被火烧乌巢后,粮草不继,军心涣散,败走官渡,失去了乱世争雄、入主中原的资格。</p><p>历史总是惊人的相似,这一次“粮草短缺”轮到造车“新势力”曾经的霸主<a href=\"https://laohu8.com/S/NIO\">蔚来</a>了。</p><p>上个周末,对于蔚来而言,并不平静。</p><p>4月10日周日,蔚来继续在其APP内发布产品价格调整的说明,旗下ES8、ES6、EC6各版本车型起售价上调10000元,蔚来ET7、ET5的起售价格不变。</p><p><img src=\"https://static.tigerbbs.com/a10801b669fa4ea2a87cbae90a2eb075\" tg-width=\"504\" tg-height=\"454\" referrerpolicy=\"no-referrer\"/></p><p>来源:蔚来官方<a href=\"https://laohu8.com/S/WB\">微博</a></p><p>在新能源车最近一个月的涨价潮中,迟迟不见蔚来的身影。</p><p>3月25日,蔚来创始人、董事长兼CEO李斌在财报发布会上更是表示,蔚来当前并没有提价的想法。</p><p>这一波操作给蔚来赢得了“业界良心”的美誉,李斌被消费者封为“最美逆行者”。然而,时隔半个月,蔚来就改弦更张,加入到了涨价的队列里。</p><p>本次涨价的原因,依旧是全球原材料上涨的影响。</p><p>李斌在置顶的精选评论里面,也表示原材料、特别是电池原材料涨得太多,本想咬咬牙扛过去,没成想疫情又成了压倒蔚来的最后一根稻草,最终还是扛不过去了。</p><p><img src=\"https://static.tigerbbs.com/dea642fafe0d4931b662b16823e63ee8\" tg-width=\"323\" tg-height=\"569\" referrerpolicy=\"no-referrer\"/></p><p>来源:蔚来手机APP</p><p>自今年以来,全球原材料价格确实在持续大幅上涨。在此影响下,据不完全统计,几乎所有新能源车企,都对旗下产品进行了不同程度的价格上调,涨幅从数千元至几万元不等。</p><p><img src=\"https://static.tigerbbs.com/f26a17ea82954341964611fed6dfcc18\" tg-width=\"711\" tg-height=\"641\" referrerpolicy=\"no-referrer\"/></p><p>来源:各公司公告,阿尔法工场研究院整理</p><p>涨价,是近期业内应对成本上涨的“通行”对策,蔚来只是顺应了潮流。并且对于售价三四十万的EC6,ES6和ES8来说,涨价一万,对应的提升幅度只有3%左右,影响不大。</p><p>更具有市场杀伤力的,其实是前一天的公告。</p><p>4月9日周五下午,蔚来在其APP内发布了近期生产与交付情况的说明:由于疫情的原因,蔚来整车生产已经暂停。</p><p>李斌在置顶评论中表示,3月中旬有些零部件就已经断供,蔚来能撑到最近实属不易。紧接着,他更是投放了“原子弹”级别的信息:面临暂停生产困境的并不止蔚来一家,很多厂商都有相似的情况。</p><p><img src=\"https://static.tigerbbs.com/b16e2b46a05d46f38098b41a5c91114f\" tg-width=\"604\" tg-height=\"445\" referrerpolicy=\"no-referrer\"/></p><p>来源:蔚来手机APP</p><p>这一信息直接引爆了周一的资本市场。</p><p>4月11日周一,刚宣布停产+涨价的蔚来股价开盘就急速下挫,截至收盘报收144.8港元,大跌11.44%。</p><p>不仅蔚来一家,受到李斌影射全行业困境的影响,当天新能源板块大跌,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>(09868.HK)和<a href=\"https://laohu8.com/S/LI\">理想汽车</a>(02015.HK)的股价亦分别下跌9.89%和8.11%。</p><p><img src=\"https://static.tigerbbs.com/3d2f6dd104aa48dca58ced57ee67522d\" tg-width=\"865\" tg-height=\"199\" referrerpolicy=\"no-referrer\"/></p><p>4月11日“蔚小理”股价,来源:<a href=\"https://laohu8.com/S/300033\">同花顺</a>iFind</p><p>昔日的霸主蔚来,遇到麻烦了。</p><p><b>“新势力”格局恐生变</b></p><p>过去的一年内,占据绝对优势的“蔚小理”,一直霸占着新能源造车“新势力”的前三名。它们在去年克服了芯片短缺、原材料涨价以及疫情等不利因素,在“新势力”中出类拔萃,为国产电动化转型做出了杰出贡献。</p><p>2021年,蔚来的交付量为91429辆,同比增109.1%;<a href=\"https://laohu8.com/S/LI\">理想汽车</a>的交付量为90491辆,同比增177.4%;<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>的交付量为98155辆,同比增263%。</p><p>合计近十万年交付量,“蔚小理”三雄鼎立的格局本已成型。</p><p>然而,随着蔚来停产的消息一出,格局或恐生变。其实3月份的销售数据已隐现草蛇灰线。</p><p>根据4月11日乘联会的最新数据,2022年3月,国内乘用车市场零售达到157.9万辆,同比下降10.5%,环比增长25.6%;1-3月累计零售491.5万辆,同比下降4.5%,总体走势低于预期。</p><p>在乘用车整体较为低迷的前提下,新能源乘用车3月的零售销量继续高歌猛进,达到44.5万辆,同比增长137.6%,环比增长63.1%。</p><p>3月份,新能源乘用车单月渗透率已经达到28.2%,创下历史新高,新能源的趋势再一次得到确认。</p><p>新能源造车“新势力”方面,小鹏凭借15414辆的交付量拿下头把交椅,紧随其后的是哪吒12026辆,理想11034辆和零跑10059辆,蔚来只有9985辆排名第五。</p><p>前五名中也只有蔚来月交付量没有过万,并且前四家同比增长都是翻番起步,零跑更是同比增长9倍,而蔚来的增长只有区区37.6%。很显然,蔚来单月已经被哪吒和零跑两个新晋玩家超越。<img src=\"https://static.tigerbbs.com/ac2d68ec91e64d62b8e0aee57542b3a1\" tg-width=\"730\" tg-height=\"412\" referrerpolicy=\"no-referrer\"/>来源:各公司公告,阿尔法工场研究院整理</p><p>“蔚小理”三雄鼎立的格局,遭遇了重新洗牌,演变成了“小哪理零蔚”五霸纷争。</p><p>之所以有耳熟能详的“蔚小理”的称呼,就是因为这是按照最初的销量排名而取。现如今,蔚来已经从榜首跌落到第五名,在“新势力”们跑马圈地的关键时刻,对于蔚来的发展无疑是一个极大的打击。</p><p><b>列强环伺</b></p><p>为什么要单列出新能源造车“新势力”这一细分类别呢?因为它们起步晚、成长快,互相参照,可以看出相对发展的快慢与好坏。不过,新能源车企可不止国内这些“新势力”,横亘前面的还有三座大山。</p><p>第一座大山就是<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>,作为电动车的国际化领头羊,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在全球都有比较强的影响力。</p><p>4月2日,特斯拉披露,公司第一季度交付超过31万辆汽车,其中Model S/X交付量为14724辆,Model 3/Y交付量为29.53万辆。</p><p>也就是说,特斯拉今年一季度的交付量已经超过了“蔚小理”去年的年交付量总和。</p><p>第二座大山是<a href=\"https://laohu8.com/S/002594\">比亚迪</a>,根据<a href=\"https://laohu8.com/S/002594\">比亚迪</a>公布的产销快报显示,3月比亚迪新能源汽车销量为104878辆,同比增长333.06%;一季度累计销量286329辆,增长422.97%。<img src=\"https://static.tigerbbs.com/e3e03fb79c1c4c2187bbef5d1e4d934c\" tg-width=\"692\" tg-height=\"285\" referrerpolicy=\"no-referrer\"/></p><p>来源:比亚迪公告</p><p>第三座大山是各传统车企孵化或扶持的电动车新品牌,它们的力量也不可轻视。背靠传统车企的技术、经验、供应链以及工厂的优势,这些子品牌也都有各自主要的客户群体,占有一定市场份额。</p><p>一个国际品牌龙头,一个国内品牌龙头,再加上众多新兴子品牌,新能源汽车可谓是百花齐放,在竞争中扩大自身的市场份额。</p><p>按照乘联会的统计口径,3月新能源乘用车厂商批发销量突破万辆的企业有13家(较去年同期增2家),其中:比亚迪104338辆、特斯拉中国65814辆、上汽通用五菱51157辆、奇瑞汽车21817辆,广汽埃安20317辆,<a href=\"https://laohu8.com/S/000625\">长安汽车</a>15624辆,小鹏汽车15414辆,<a href=\"https://laohu8.com/S/601633\">长城汽车</a>15057辆,<a href=\"https://laohu8.com/S/00175\">吉利汽车</a>14166辆、哪吒汽车12026辆、理想汽车11034辆、上汽乘用车10880辆,零跑汽车10059辆。</p><p>位居“新势力”月销量第五位的蔚来,放到全域来对比,只能排在13名之后。</p><p>不同厂商的技术路径不同,主要的客户群体也不同,但是现阶段这些都是“敲门砖”,当客户群体足够大的时候,赢者通吃的现象大概率会发生。</p><p>所以,前期储备“量”的阶段尤为重要,谁掌握了前期,就能在后期拥有巨大的先发优势。</p><p>诚然,造车“新势力”与面前的三座大山还是有一定的差距,这是客观事实,那么在“新势力”内部,蔚来与小鹏和理想的竞争中也尽显疲态。</p><p>理想主打增程式电动车方案,暂时唯一的车型就是大型SUV理想ONE,主要聚焦家庭用车,可油可电,彻底解决里程焦虑,单月交付量11034辆,已然成为“新势力”第一畅销车。</p><p>理想期待再下一城,将在4月16日发布第二款车型理想L9,继续完善自己的产品矩阵。</p><p><img src=\"https://static.tigerbbs.com/da615aaa775d4e39967eedb57810e936\" tg-width=\"757\" tg-height=\"366\" referrerpolicy=\"no-referrer\"/></p><p>来源:理想官网</p><p>小鹏主要有三款产品在售,面对城市道路的紧凑型SUV小鹏G3i以及家庭轿车小鹏P5和P7,尤其是上市两年的主打轿跑P7,单月交付量达到了9183辆,成为“新势力”纯电驱动第一畅销车。</p><p><img src=\"https://static.tigerbbs.com/443a191917b84176a533ad4658864b12\" tg-width=\"801\" tg-height=\"290\" referrerpolicy=\"no-referrer\"/></p><p>来源:小鹏官网</p><p>理想和小鹏分别在大型SUV和家庭轿车崭露头角,按照自身的剧本推进。蔚来也是看中了这两条路径。</p><p>先聚焦大型SUV,接连推出EC6,ES6和ES8三款车型;打开市场之后,准备继续推出轿车。谁知本次停产,让这个如意算盘落空。</p><p>原来的SUV市场有可能被理想替代,尚未交付的轿车市场可能被小鹏P7和P5替代,蔚来本来两全其美的计划,变成了“满盘皆输”的尴尬境地。</p><p>可谓:前有埋伏,后有追兵。</p><p>新能源车企们都不敢停歇,跑步前行,生怕掉队。然而如今的蔚来已经开始原地踏步了,逆水行舟,不进则退。在新能源汽车大爆发的关键节点,一步跟不上,可能就真的步步跟不上了。</p><p>若想突出重围,近身肉搏看起来不可避免,但关键时刻掉链子,蔚来手里的“神兵”找不到了。捉襟见肘的蔚来,如何面对未来刺刀见红的竞争?</p><p><b>蔚来还有未来吗?</b></p><p>蔚来曾称霸一时,还是有很多优势。</p><p>例如它的换电,相比于其他电动车,只能有充电这一条路,蔚来打造出自己的品牌特色,电池可充可换,消费者可以根据自身需要,自由选择补电方案。</p><p>尤其是在基础设施较为发达的一线城市,蔚来的换电站网络织得很密集,3-5分钟的换电,几乎完美地解决了市内通勤的里程焦虑。</p><p>从可拆卸电池,又延伸出BaaS(Battery as a Service,电池即服务)金融租电方案,更是降低了消费者的购车首付门槛。给消费者提供一个备选的方案,灵活度可谓是首屈一指。</p><p>在消费者心中,蔚来就是这些创新的先行者。</p><p>单次“月考“”只是一次小测验,一次失利并不能否定它的全部。并且,新贵哪吒和零跑销量中,微型/小型电动车占比很大,无论从品牌影响力还是从科技含量,都还不能与“蔚小理”同台竞争。</p><p>但是,见微知著,蔚来的短板,已经在此次“黑天鹅”事件中得到了放大。</p><p>首先,过高的定价吓退了不少感兴趣的消费者,动辄三四十万的售价,就注定它的目标群体就是高净值客户。</p><p>那么,高净值客户,尤其是对喜好变化的年轻消费者来说,已经上市3、4年的老产品的吸引力正在加速下降,对新产品的期待热度,在蔚来论坛里一直居高不下。</p><p><img src=\"https://static.tigerbbs.com/c7ece00731534d1795caece20d6ea262\" tg-width=\"413\" tg-height=\"474\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/ee9a14661ee3465c8493d0ae26ef94a6\" tg-width=\"413\" tg-height=\"313\" referrerpolicy=\"no-referrer\"/></p><p>来源:蔚来手机APP</p><p>其次,蔚来一直缺席的轿车,ET7和ET5本是蔚来继续攻城略地的新式重武器,然而它们的迟到,再次打破了计划。</p><p>尽管ET7已发布一年多,有关ET7的消息也在持续发酵,但是市面上能看到现车的仍然是少数。</p><p>一位蔚来销售上周兴奋地通知笔者,ET7终于在北京颐堤港蔚来体验店展览,欢迎潜在消费者前去观看。当笔者进一步咨询是否可以试驾,却被告知因为车太少,只能展出不能试驾。</p><p><img src=\"https://static.tigerbbs.com/ba2e039953504cd8878e58b25318382d\" tg-width=\"767\" tg-height=\"380\" referrerpolicy=\"no-referrer\"/></p><p>来源:蔚来官网</p><p>ET7和ET5的准车主为频频迟到的新车而愤愤不平,慕名而来的潜在车主也因为长时间不能试驾体验而逐渐失去耐心,继而转投其它新能源阵营。</p><p>产能不足不仅影响老车型,更是失去了新车型重新圈定市场的机会。未来的蔚来,将举步维艰。</p><p><b>造车不是一件简单的事</b></p><p>前有<a href=\"https://laohu8.com/S/AAPL\">苹果</a>计划造车,今有小米高调进军造车,众多造车“新势力”如雨后春笋一般冒出来,大街上的汽车品牌逐渐丰富。</p><p>这就给人一种错觉,造车是一件很容易的事。更有人戏称,电动车就是车壳子+大规模电池组,配上内饰就成了。</p><p>不过,无论是燃油车还是新能源车,造车都是一个非常复杂流程。整车各个零部件或者工作区域之间都有很紧密的联系,各层级供应商组织井然有序,牵一发而动全身,并非夸张。</p><p>换句话说,造一辆车易,持续稳定造车难。这其中,供应链的安全与稳定尤为重要。</p><p>纵然有郭嘉、荀彧的运筹帷幄以及许褚、典韦的勇猛无敌,粮草依旧是最重要的,俗话说“巧妇难为无米之炊”,供应链是一个车企最重要的参考指标。</p><p>尽管蔚来有诸多理由,供应商“恰好”都位于疫情严重的地区,然而全局化的统筹,亦是考验车企长久发展的“试金石”。所有车企都面临同样的全国性的不利因素,但蔚来是第一个“爆雷”的。</p><p>若是蔚来整不明白,未来难有出路。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd41b160700b45228fe7b7e30e8d95be","relate_stocks":{"EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","NIO.SI":"蔚来","NIO":"蔚来","09866":"蔚来-SW"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2227645651","content_text":"作者:王佳元造车新势力蔚来,造不出车了。三国时期,北方霸主袁绍,割据一方,被火烧乌巢后,粮草不继,军心涣散,败走官渡,失去了乱世争雄、入主中原的资格。历史总是惊人的相似,这一次“粮草短缺”轮到造车“新势力”曾经的霸主蔚来了。上个周末,对于蔚来而言,并不平静。4月10日周日,蔚来继续在其APP内发布产品价格调整的说明,旗下ES8、ES6、EC6各版本车型起售价上调10000元,蔚来ET7、ET5的起售价格不变。来源:蔚来官方微博在新能源车最近一个月的涨价潮中,迟迟不见蔚来的身影。3月25日,蔚来创始人、董事长兼CEO李斌在财报发布会上更是表示,蔚来当前并没有提价的想法。这一波操作给蔚来赢得了“业界良心”的美誉,李斌被消费者封为“最美逆行者”。然而,时隔半个月,蔚来就改弦更张,加入到了涨价的队列里。本次涨价的原因,依旧是全球原材料上涨的影响。李斌在置顶的精选评论里面,也表示原材料、特别是电池原材料涨得太多,本想咬咬牙扛过去,没成想疫情又成了压倒蔚来的最后一根稻草,最终还是扛不过去了。来源:蔚来手机APP自今年以来,全球原材料价格确实在持续大幅上涨。在此影响下,据不完全统计,几乎所有新能源车企,都对旗下产品进行了不同程度的价格上调,涨幅从数千元至几万元不等。来源:各公司公告,阿尔法工场研究院整理涨价,是近期业内应对成本上涨的“通行”对策,蔚来只是顺应了潮流。并且对于售价三四十万的EC6,ES6和ES8来说,涨价一万,对应的提升幅度只有3%左右,影响不大。更具有市场杀伤力的,其实是前一天的公告。4月9日周五下午,蔚来在其APP内发布了近期生产与交付情况的说明:由于疫情的原因,蔚来整车生产已经暂停。李斌在置顶评论中表示,3月中旬有些零部件就已经断供,蔚来能撑到最近实属不易。紧接着,他更是投放了“原子弹”级别的信息:面临暂停生产困境的并不止蔚来一家,很多厂商都有相似的情况。来源:蔚来手机APP这一信息直接引爆了周一的资本市场。4月11日周一,刚宣布停产+涨价的蔚来股价开盘就急速下挫,截至收盘报收144.8港元,大跌11.44%。不仅蔚来一家,受到李斌影射全行业困境的影响,当天新能源板块大跌,小鹏汽车(09868.HK)和理想汽车(02015.HK)的股价亦分别下跌9.89%和8.11%。4月11日“蔚小理”股价,来源:同花顺iFind昔日的霸主蔚来,遇到麻烦了。“新势力”格局恐生变过去的一年内,占据绝对优势的“蔚小理”,一直霸占着新能源造车“新势力”的前三名。它们在去年克服了芯片短缺、原材料涨价以及疫情等不利因素,在“新势力”中出类拔萃,为国产电动化转型做出了杰出贡献。2021年,蔚来的交付量为91429辆,同比增109.1%;理想汽车的交付量为90491辆,同比增177.4%;小鹏汽车的交付量为98155辆,同比增263%。合计近十万年交付量,“蔚小理”三雄鼎立的格局本已成型。然而,随着蔚来停产的消息一出,格局或恐生变。其实3月份的销售数据已隐现草蛇灰线。根据4月11日乘联会的最新数据,2022年3月,国内乘用车市场零售达到157.9万辆,同比下降10.5%,环比增长25.6%;1-3月累计零售491.5万辆,同比下降4.5%,总体走势低于预期。在乘用车整体较为低迷的前提下,新能源乘用车3月的零售销量继续高歌猛进,达到44.5万辆,同比增长137.6%,环比增长63.1%。3月份,新能源乘用车单月渗透率已经达到28.2%,创下历史新高,新能源的趋势再一次得到确认。新能源造车“新势力”方面,小鹏凭借15414辆的交付量拿下头把交椅,紧随其后的是哪吒12026辆,理想11034辆和零跑10059辆,蔚来只有9985辆排名第五。前五名中也只有蔚来月交付量没有过万,并且前四家同比增长都是翻番起步,零跑更是同比增长9倍,而蔚来的增长只有区区37.6%。很显然,蔚来单月已经被哪吒和零跑两个新晋玩家超越。来源:各公司公告,阿尔法工场研究院整理“蔚小理”三雄鼎立的格局,遭遇了重新洗牌,演变成了“小哪理零蔚”五霸纷争。之所以有耳熟能详的“蔚小理”的称呼,就是因为这是按照最初的销量排名而取。现如今,蔚来已经从榜首跌落到第五名,在“新势力”们跑马圈地的关键时刻,对于蔚来的发展无疑是一个极大的打击。列强环伺为什么要单列出新能源造车“新势力”这一细分类别呢?因为它们起步晚、成长快,互相参照,可以看出相对发展的快慢与好坏。不过,新能源车企可不止国内这些“新势力”,横亘前面的还有三座大山。第一座大山就是特斯拉,作为电动车的国际化领头羊,特斯拉在全球都有比较强的影响力。4月2日,特斯拉披露,公司第一季度交付超过31万辆汽车,其中Model S/X交付量为14724辆,Model 3/Y交付量为29.53万辆。也就是说,特斯拉今年一季度的交付量已经超过了“蔚小理”去年的年交付量总和。第二座大山是比亚迪,根据比亚迪公布的产销快报显示,3月比亚迪新能源汽车销量为104878辆,同比增长333.06%;一季度累计销量286329辆,增长422.97%。来源:比亚迪公告第三座大山是各传统车企孵化或扶持的电动车新品牌,它们的力量也不可轻视。背靠传统车企的技术、经验、供应链以及工厂的优势,这些子品牌也都有各自主要的客户群体,占有一定市场份额。一个国际品牌龙头,一个国内品牌龙头,再加上众多新兴子品牌,新能源汽车可谓是百花齐放,在竞争中扩大自身的市场份额。按照乘联会的统计口径,3月新能源乘用车厂商批发销量突破万辆的企业有13家(较去年同期增2家),其中:比亚迪104338辆、特斯拉中国65814辆、上汽通用五菱51157辆、奇瑞汽车21817辆,广汽埃安20317辆,长安汽车15624辆,小鹏汽车15414辆,长城汽车15057辆,吉利汽车14166辆、哪吒汽车12026辆、理想汽车11034辆、上汽乘用车10880辆,零跑汽车10059辆。位居“新势力”月销量第五位的蔚来,放到全域来对比,只能排在13名之后。不同厂商的技术路径不同,主要的客户群体也不同,但是现阶段这些都是“敲门砖”,当客户群体足够大的时候,赢者通吃的现象大概率会发生。所以,前期储备“量”的阶段尤为重要,谁掌握了前期,就能在后期拥有巨大的先发优势。诚然,造车“新势力”与面前的三座大山还是有一定的差距,这是客观事实,那么在“新势力”内部,蔚来与小鹏和理想的竞争中也尽显疲态。理想主打增程式电动车方案,暂时唯一的车型就是大型SUV理想ONE,主要聚焦家庭用车,可油可电,彻底解决里程焦虑,单月交付量11034辆,已然成为“新势力”第一畅销车。理想期待再下一城,将在4月16日发布第二款车型理想L9,继续完善自己的产品矩阵。来源:理想官网小鹏主要有三款产品在售,面对城市道路的紧凑型SUV小鹏G3i以及家庭轿车小鹏P5和P7,尤其是上市两年的主打轿跑P7,单月交付量达到了9183辆,成为“新势力”纯电驱动第一畅销车。来源:小鹏官网理想和小鹏分别在大型SUV和家庭轿车崭露头角,按照自身的剧本推进。蔚来也是看中了这两条路径。先聚焦大型SUV,接连推出EC6,ES6和ES8三款车型;打开市场之后,准备继续推出轿车。谁知本次停产,让这个如意算盘落空。原来的SUV市场有可能被理想替代,尚未交付的轿车市场可能被小鹏P7和P5替代,蔚来本来两全其美的计划,变成了“满盘皆输”的尴尬境地。可谓:前有埋伏,后有追兵。新能源车企们都不敢停歇,跑步前行,生怕掉队。然而如今的蔚来已经开始原地踏步了,逆水行舟,不进则退。在新能源汽车大爆发的关键节点,一步跟不上,可能就真的步步跟不上了。若想突出重围,近身肉搏看起来不可避免,但关键时刻掉链子,蔚来手里的“神兵”找不到了。捉襟见肘的蔚来,如何面对未来刺刀见红的竞争?蔚来还有未来吗?蔚来曾称霸一时,还是有很多优势。例如它的换电,相比于其他电动车,只能有充电这一条路,蔚来打造出自己的品牌特色,电池可充可换,消费者可以根据自身需要,自由选择补电方案。尤其是在基础设施较为发达的一线城市,蔚来的换电站网络织得很密集,3-5分钟的换电,几乎完美地解决了市内通勤的里程焦虑。从可拆卸电池,又延伸出BaaS(Battery 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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小米集团10月19日回购280万股,共耗资约2512万港元\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\">2022-10-19 18:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/01810\">小米集团-W</a>:于2022年10月19日回购280万股,回购价格为8.94-9港元,共耗资约2512万港元。</p><p><img src=\"https://static.tigerbbs.com/50798862cf2f9f8d8b8a1fb2109b0982\" tg-width=\"1571\" tg-height=\"477\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/99b330c7a5fe2b62c4d008bd67f85ddd","relate_stocks":{"BK1193":"电脑硬件、储存设备及电脑周边","BK1523":"武汉本地概念股","BK1502":"双十一","BK1575":"同股不同权","BK1506":"5G概念","BK1607":"新IT概念","BK1589":"北水核心资产","01810":"小米集团-W","BK1521":"挪威政府全球养老基金持仓"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102633777","content_text":"小米集团-W:于2022年10月19日回购280万股,回购价格为8.94-9港元,共耗资约2512万港元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1633,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":454555,"gmtCreate":1554298372796,"gmtModify":1704796340884,"author":{"id":"3464658752565617","authorId":"3464658752565617","name":"jamesliu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3464658752565617","authorIdStr":"3464658752565617"},"themes":[],"htmlText":"$趣头条(QTT)$ 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