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570928fc
2023-11-09
$蔚来(NIO)$
蔚来你是好样的,李斌你超越李超人!啥都不说了,快上车。晚了就来不及了!
570928fc
2023-11-03
$蔚来(NIO)$
快跑路吧
570928fc
2023-11-02
$蔚来(NIO)$
蔚来退市吧
570928fc
2023-11-01
$蔚来(NIO)$
快点割肉,晚了钱全打水漂了。相信谁也不能相信这样的骗子公司!
570928fc
2023-10-31
$蔚来(NIO)$
快点清仓啊,清晚了股票变废纸!
570928fc
2023-10-29
$蔚来(NIO)$
此生一定要把房子卖了买蔚来,不然就是龟孙子!
570928fc
2023-10-29
$蔚来(NIO)$
蔚来马上向$1/股看齐!李斌我知道你感觉非常光荣!不错,加把劲!你是好样的!我以你为傲!我周一开市继续加仓,就算是卖血也要买你公司的股票。我这一生做的唯一一件值得自豪的事就是买了蔚来的股票。
570928fc
2023-10-27
$英伟达(NVDA)$
各位高手,这货还有救吗?
570928fc
2023-10-24
$蔚来(NIO)$
还有这么多人在讨论,人气真好,可惜,都是待🈹的韭菜,还不如去买几个自嗨锅,至少能填饱肚子。
570928fc
2023-09-30
$蔚来(NIO)$
割韭菜的烂公司,坑股民的烂李斌。快回娘胎去吧!丢人现眼!
570928fc
2023-09-25
蔚来和李斌一定活不到那一天。洗洗睡吧。
蔚来手机“狙击”华为?可能并不想“遥遥领先”
570928fc
2023-09-23
$蔚来(NIO)$
还好跑得早
570928fc
2023-09-23
$蔚来(NIO)$
蔚来和恒大,本质上没什么区别。李斌和许家印,有区别吗?我看区别也不大,就是割韭菜的主。看以前的恒大,就像是现在的蔚来。蔚来的明天,看上去和恒大的今天没什么两样。
570928fc
2023-09-19
$蔚来(NIO)$
快跑吧,中概都是🈹️韭菜的主。跑晚了一分钱都不剩了。
570928fc
2023-09-12
$蔚来(NIO)$
割韭菜的烂公司,还好意思在这里嘚瑟,快退市吧。操蛋!
570928fc
2023-09-11
$英伟达(NVDA)$
请问现在可以上车 $英伟达(NVDA)吗?
570928fc
2023-09-06
$英伟达(NVDA)$
弱弱地问一句,为啥那么多人看空?
570928fc
2023-09-04
$蔚来(NIO)$
买蔚来?不如买迅雷。
570928fc
2023-09-04
$英伟达(NVDA)$
为啥那么多人看空?
570928fc
2022-10-27
$蔚来(NIO)$
快跑吧,蔚来完蛋了![流泪] [难过] 我的💰全打水漂了!
去老虎APP查看更多动态
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笑死了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":237160649969952,"gmtCreate":1698933320184,"gmtModify":1698933321262,"author":{"id":"3465852548635054","authorId":"3465852548635054","name":"570928fc","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3465852548635054","idStr":"3465852548635054"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a>蔚来退市吧","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a>蔚来退市吧","text":"$蔚来(NIO)$ 蔚来退市吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/237160649969952","isVote":1,"tweetType":1,"viewCount":1368,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":236822409470240,"gmtCreate":1698850741938,"gmtModify":1698850745270,"author":{"id":"3465852548635054","authorId":"3465852548635054","name":"570928fc","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3465852548635054","idStr":"3465852548635054"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a><v-v data-views=\"0\"></v-v>快点割肉,晚了钱全打水漂了。相信谁也不能相信这样的骗子公司!","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a><v-v data-views=\"0\"></v-v>快点割肉,晚了钱全打水漂了。相信谁也不能相信这样的骗子公司!","text":"$蔚来(NIO)$ 快点割肉,晚了钱全打水漂了。相信谁也不能相信这样的骗子公司!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/236822409470240","isVote":1,"tweetType":1,"viewCount":1235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":236330004181016,"gmtCreate":1698719748710,"gmtModify":1698719749853,"author":{"id":"3465852548635054","authorId":"3465852548635054","name":"570928fc","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3465852548635054","idStr":"3465852548635054"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a><v-v data-views=\"0\"></v-v>快点清仓啊,清晚了股票变废纸!","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a><v-v data-views=\"0\"></v-v>快点清仓啊,清晚了股票变废纸!","text":"$蔚来(NIO)$ 快点清仓啊,清晚了股票变废纸!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/236330004181016","isVote":1,"tweetType":1,"viewCount":1396,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":235680525119528,"gmtCreate":1698561115226,"gmtModify":1698567859922,"author":{"id":"3465852548635054","authorId":"3465852548635054","name":"570928fc","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3465852548635054","idStr":"3465852548635054"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a>此生一定要把房子卖了买蔚来,不然就是龟孙子!","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a>此生一定要把房子卖了买蔚来,不然就是龟孙子!","text":"$蔚来(NIO)$ 此生一定要把房子卖了买蔚来,不然就是龟孙子!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/235680525119528","isVote":1,"tweetType":1,"viewCount":1802,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3518983480179242","authorId":"3518983480179242","name":"fincc","avatar":"https://static.tigerbbs.com/752def79475c77ddbeaceabf192b8c5d","crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3518983480179242","idStr":"3518983480179242"},"content":"不看你以前的帖子可能会以为你说的是真的","text":"不看你以前的帖子可能会以为你说的是真的","html":"不看你以前的帖子可能会以为你说的是真的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":235666917437456,"gmtCreate":1698557870692,"gmtModify":1698557987673,"author":{"id":"3465852548635054","authorId":"3465852548635054","name":"570928fc","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3465852548635054","idStr":"3465852548635054"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a>蔚来马上向$1/股看齐!李斌我知道你感觉非常光荣!不错,加把劲!你是好样的!我以你为傲!我周一开市继续加仓,就算是卖血也要买你公司的股票。我这一生做的唯一一件值得自豪的事就是买了蔚来的股票。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a>蔚来马上向$1/股看齐!李斌我知道你感觉非常光荣!不错,加把劲!你是好样的!我以你为傲!我周一开市继续加仓,就算是卖血也要买你公司的股票。我这一生做的唯一一件值得自豪的事就是买了蔚来的股票。","text":"$蔚来(NIO)$ 蔚来马上向$1/股看齐!李斌我知道你感觉非常光荣!不错,加把劲!你是好样的!我以你为傲!我周一开市继续加仓,就算是卖血也要买你公司的股票。我这一生做的唯一一件值得自豪的事就是买了蔚来的股票。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/235666917437456","isVote":1,"tweetType":1,"viewCount":2804,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000221","authorId":"9000000000000221","name":"小时候可帅了00","avatar":"https://static.tigerbbs.com/82edc4968feb7c0c481f5ad38d9a498b","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000221","idStr":"9000000000000221"},"content":"这个位置做价值投资是没问题的","text":"这个位置做价值投资是没问题的","html":"这个位置做价值投资是没问题的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":234900066017552,"gmtCreate":1698376424633,"gmtModify":1698376425771,"author":{"id":"3465852548635054","authorId":"3465852548635054","name":"570928fc","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3465852548635054","idStr":"3465852548635054"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>各位高手,这货还有救吗?","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>各位高手,这货还有救吗?","text":"$英伟达(NVDA)$ 各位高手,这货还有救吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/234900066017552","isVote":1,"tweetType":1,"viewCount":1099,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":233924797362368,"gmtCreate":1698119300481,"gmtModify":1698119302024,"author":{"id":"3465852548635054","authorId":"3465852548635054","name":"570928fc","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3465852548635054","idStr":"3465852548635054"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a>还有这么多人在讨论,人气真好,可惜,都是待🈹的韭菜,还不如去买几个自嗨锅,至少能填饱肚子。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a>还有这么多人在讨论,人气真好,可惜,都是待🈹的韭菜,还不如去买几个自嗨锅,至少能填饱肚子。","text":"$蔚来(NIO)$ 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href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a><v-v data-views=\"0\"></v-v>割韭菜的烂公司,坑股民的烂李斌。快回娘胎去吧!丢人现眼!","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a><v-v data-views=\"0\"></v-v>割韭菜的烂公司,坑股民的烂李斌。快回娘胎去吧!丢人现眼!","text":"$蔚来(NIO)$ 割韭菜的烂公司,坑股民的烂李斌。快回娘胎去吧!丢人现眼!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/225455821222056","isVote":1,"tweetType":1,"viewCount":1095,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":223767680770112,"gmtCreate":1695617850238,"gmtModify":1695617851715,"author":{"id":"3465852548635054","authorId":"3465852548635054","name":"570928fc","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3465852548635054","idStr":"3465852548635054"},"themes":[],"htmlText":"蔚来和李斌一定活不到那一天。洗洗睡吧。","listText":"蔚来和李斌一定活不到那一天。洗洗睡吧。","text":"蔚来和李斌一定活不到那一天。洗洗睡吧。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/223767680770112","repostId":"1136601698","repostType":2,"repost":{"id":"1136601698","kind":"news","pubTimestamp":1695398900,"share":"https://www.laohu8.com/m/news/1136601698?lang=&edition=full","pubTime":"2023-09-23 00:08","market":"hk","language":"zh","title":"蔚来手机“狙击”华为?可能并不想“遥遥领先”","url":"https://stock-news.laohu8.com/highlight/detail?id=1136601698","media":"华尔街见闻","summary":"mate 60大卖之际,蔚来也推出自己的手机了。","content":"<html><head></head><body><p>作者 | 柴旭晨</p><p style=\"text-align: justify;\">就在华为手机回归,mate 60大卖之际,蔚来也推出自己的手机了。<br/><br/>“我们的保密工作做得还可以,以前网上传的那些谍照都不是真的”。<br/><br/>9月21日,蔚来科技日上,当董事长李斌二度登台,掏出传闻已久的“NIO Phone”真机后,台下欢呼一片。</p><p style=\"text-align: justify;\">作为手机新人,NIO Phone 6499元-7499元的售价并不“谦虚”,甚至与华为旗舰Mate60、iPhone15看齐。</p><p style=\"text-align: justify;\">一个新能源汽车厂商也玩手机了(也是国内首家自研制造手机的车企,先一步做到了马斯克想做的事),而且定价如此之高,蔚来这个思路很特别。但从李斌的表态可以看出,蔚来NIO Phone并非要与华为,苹果手机争锋,而更多是作为蔚来汽车的一种辅助工具,更好地实现汽车和手机的连接。<br/><br/>在李斌看来,做手机的动机很单纯,就是想为车主造一款和汽车无缝链接的产品,而不是要靠手机盈利,甚至承诺“汽车我们会造很多款,但手机只会做一款”。<br/><br/>据他介绍,NIO Phone 配备了 UWB 超宽带技术,可完全取代车钥匙,支持30项功能通过“车控键”一键直达,并且可以和蔚来车机实现全景互联,无缝流转。<br/><br/>并且,蔚来的这部手机是奔着旗舰机定位去的,高通骁龙 8 Gen 2 领先版的处理器、最高 16G+1T 组合的内存组合、后置包括潜望式的三摄、120赫兹可变高刷屏...,配置上基本与主流品牌的高端机接轨。李斌笑称,“不是遥遥领先,但很好用”。<br/><br/>在当下科技生态蔚然成风的环境中,李斌心里盘算的,还是巩固自家用户体验的护城河。他表示,车和手机都有移动属性,二者的结合就能定义一个全新的移动互联体验。李斌直言,这也是为什么手机厂造车,蔚来造手机跟他们看中的是一样的机遇,“殊途同归”。</p><p style=\"text-align: justify;\">这从另一方面也反映出,在科技企业向高端汽车市场加速进军的环境下,李斌的焦虑感似乎在放大。<br/><br/>这其中,苹果的 CarPlay 无疑属于信仰级别的,马斯克也强调过车机互联的重要性。虽然苹果的泰坦计划常常云里雾里,不过可以肯定的是,若未来Apple Car落地,iPhone 肯定是苹果造车的一个重要组成部分。<br/><br/>无独有偶,在9月初的新款问界M7发布会上,余承东就花了大篇幅介绍华为鸿蒙生态里,汽车车机与手机、平板等设备“丝滑”的互动体验,俨然成为华为造车的一张王牌。接下来或许还要复用到奇瑞、江淮等新伙伴的合作中扩大优势。<br/><br/>不仅如此,手机厂商在汽车圈的渗透还在加速,雷布斯的小米汽车量产时间也定在了明年,OPPO也明确要在“车-机跨端融合”方面拓展。<br/><br/>蔚来要做的,就是更卖力地搭建自己的生态、加深自己的护城河,用生态绑定车主换取忠诚度。<br/><br/>蔚来手机部负责人尹水军就表示,NIO Phone在车手互联这个领域,能做到行业体验或者创新第一梯队。<br/><br/>此外,李斌还提到,NIO Phone后续也会兼容阿尔卑斯等子品牌。甚至还会有做耳机、智能手表的打算。<br/><br/>不过,车主们是否会花大价钱购买一个“高级版的车钥匙”仍然是一个大疑问。<br/><br/>有业内人士认为,蔚来这是“以己之短攻人之长”,似乎并不明智。虽然生态故事的潜力逐渐涌现,但市场觉得,这不是仍处于亏损状态下的蔚来,优先该做的事。</p><p style=\"text-align: justify;\">实际上,研发一部手机的花费惊人。<br/><br/>2019 年,小米花费了九个月时间,投入40 亿,研发出了当年的旗舰小米 9;2020 年,华为手机产品线副总裁李小龙曾表示,华为 Mate40 的研发大概花了约 37.5 亿元人民币。<br/><br/>有业内人士表示,即便蔚来会使用手机公模,专心于手机系统和车机交互的体验,预计也还是会付出数亿元的研发资金。<br/><br/>做高端手机、研发150度大电池、狂铺换电站、加速出海、芯片开发量产,无不是蔚来当下的重点任务,每一个都是提升用户服务体验的重要环节,也都是巨大的成本负担。<br/><br/>由此,融资也成为蔚来的必选项。就在9月19日,蔚来宣布拟发行合计 10 亿美元的两笔可转债融资。<br/><br/>“每个季度的研发投入会占收入的 20% 以上,以后也会保持这个研发投入的强度”,李斌称,这是花在刀刃上的钱,是蔚来参与下一阶段激烈竞争的基本保障;经历过2019年的黑暗后,他也会守好公司的边界。</p><p style=\"text-align: justify;\">手机究竟能在蔚来的生态中起多大作用,还需要市场的检验。不过,随着蔚来二代车型集结完后月销量“保二冲三”的突破,市场初步看到了蔚来投资效率的提升。</p><p style=\"text-align: justify;\">未来,或许手机、汽车的相互耦合、销量上的相互带动有可能成为现实。在这个维度,蔚来确实要与华为、苹果等同场竞争,投资者和车主都希望,李斌和蔚来赌对了并能活到那一天。</p></body></html>","source":"live_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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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蔚来手机“狙击”华为?可能并不想“遥遥领先”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-23 00:08 北京时间 <a href=https://wallstreetcn.com/articles/3698486><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者 | 柴旭晨就在华为手机回归,mate 60大卖之际,蔚来也推出自己的手机了。“我们的保密工作做得还可以,以前网上传的那些谍照都不是真的”。9月21日,蔚来科技日上,当董事长李斌二度登台,掏出传闻已久的“NIO Phone”真机后,台下欢呼一片。作为手机新人,NIO Phone 6499元-7499元的售价并不“谦虚”,甚至与华为旗舰Mate60、iPhone15看齐。一个新能源汽车厂商也玩...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3698486\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f38793d38cbe82165b875d4de851e3e","relate_stocks":{"09866":"蔚来-SW","NIO.SI":"蔚来","NIO":"蔚来"},"source_url":"https://wallstreetcn.com/articles/3698486","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1136601698","content_text":"作者 | 柴旭晨就在华为手机回归,mate 60大卖之际,蔚来也推出自己的手机了。“我们的保密工作做得还可以,以前网上传的那些谍照都不是真的”。9月21日,蔚来科技日上,当董事长李斌二度登台,掏出传闻已久的“NIO Phone”真机后,台下欢呼一片。作为手机新人,NIO Phone 6499元-7499元的售价并不“谦虚”,甚至与华为旗舰Mate60、iPhone15看齐。一个新能源汽车厂商也玩手机了(也是国内首家自研制造手机的车企,先一步做到了马斯克想做的事),而且定价如此之高,蔚来这个思路很特别。但从李斌的表态可以看出,蔚来NIO Phone并非要与华为,苹果手机争锋,而更多是作为蔚来汽车的一种辅助工具,更好地实现汽车和手机的连接。在李斌看来,做手机的动机很单纯,就是想为车主造一款和汽车无缝链接的产品,而不是要靠手机盈利,甚至承诺“汽车我们会造很多款,但手机只会做一款”。据他介绍,NIO Phone 配备了 UWB 超宽带技术,可完全取代车钥匙,支持30项功能通过“车控键”一键直达,并且可以和蔚来车机实现全景互联,无缝流转。并且,蔚来的这部手机是奔着旗舰机定位去的,高通骁龙 8 Gen 2 领先版的处理器、最高 16G+1T 组合的内存组合、后置包括潜望式的三摄、120赫兹可变高刷屏...,配置上基本与主流品牌的高端机接轨。李斌笑称,“不是遥遥领先,但很好用”。在当下科技生态蔚然成风的环境中,李斌心里盘算的,还是巩固自家用户体验的护城河。他表示,车和手机都有移动属性,二者的结合就能定义一个全新的移动互联体验。李斌直言,这也是为什么手机厂造车,蔚来造手机跟他们看中的是一样的机遇,“殊途同归”。这从另一方面也反映出,在科技企业向高端汽车市场加速进军的环境下,李斌的焦虑感似乎在放大。这其中,苹果的 CarPlay 无疑属于信仰级别的,马斯克也强调过车机互联的重要性。虽然苹果的泰坦计划常常云里雾里,不过可以肯定的是,若未来Apple Car落地,iPhone 肯定是苹果造车的一个重要组成部分。无独有偶,在9月初的新款问界M7发布会上,余承东就花了大篇幅介绍华为鸿蒙生态里,汽车车机与手机、平板等设备“丝滑”的互动体验,俨然成为华为造车的一张王牌。接下来或许还要复用到奇瑞、江淮等新伙伴的合作中扩大优势。不仅如此,手机厂商在汽车圈的渗透还在加速,雷布斯的小米汽车量产时间也定在了明年,OPPO也明确要在“车-机跨端融合”方面拓展。蔚来要做的,就是更卖力地搭建自己的生态、加深自己的护城河,用生态绑定车主换取忠诚度。蔚来手机部负责人尹水军就表示,NIO Phone在车手互联这个领域,能做到行业体验或者创新第一梯队。此外,李斌还提到,NIO Phone后续也会兼容阿尔卑斯等子品牌。甚至还会有做耳机、智能手表的打算。不过,车主们是否会花大价钱购买一个“高级版的车钥匙”仍然是一个大疑问。有业内人士认为,蔚来这是“以己之短攻人之长”,似乎并不明智。虽然生态故事的潜力逐渐涌现,但市场觉得,这不是仍处于亏损状态下的蔚来,优先该做的事。实际上,研发一部手机的花费惊人。2019 年,小米花费了九个月时间,投入40 亿,研发出了当年的旗舰小米 9;2020 年,华为手机产品线副总裁李小龙曾表示,华为 Mate40 的研发大概花了约 37.5 亿元人民币。有业内人士表示,即便蔚来会使用手机公模,专心于手机系统和车机交互的体验,预计也还是会付出数亿元的研发资金。做高端手机、研发150度大电池、狂铺换电站、加速出海、芯片开发量产,无不是蔚来当下的重点任务,每一个都是提升用户服务体验的重要环节,也都是巨大的成本负担。由此,融资也成为蔚来的必选项。就在9月19日,蔚来宣布拟发行合计 10 亿美元的两笔可转债融资。“每个季度的研发投入会占收入的 20% 以上,以后也会保持这个研发投入的强度”,李斌称,这是花在刀刃上的钱,是蔚来参与下一阶段激烈竞争的基本保障;经历过2019年的黑暗后,他也会守好公司的边界。手机究竟能在蔚来的生态中起多大作用,还需要市场的检验。不过,随着蔚来二代车型集结完后月销量“保二冲三”的突破,市场初步看到了蔚来投资效率的提升。未来,或许手机、汽车的相互耦合、销量上的相互带动有可能成为现实。在这个维度,蔚来确实要与华为、苹果等同场竞争,投资者和车主都希望,李斌和蔚来赌对了并能活到那一天。","news_type":1},"isVote":1,"tweetType":1,"viewCount":715,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":223148902449152,"gmtCreate":1695447722240,"gmtModify":1695447724027,"author":{"id":"3465852548635054","authorId":"3465852548635054","name":"570928fc","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3465852548635054","idStr":"3465852548635054"},"themes":[],"htmlText":"<a 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