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zkuwoo

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IP属地：浙江

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11-05

$蔚来(NIO)$ 乐道有没有销量都没变化，难道乐道的竞对是蔚来？

10-30

$蔚来-SW(09866)$ 出海没希望了，加剧国内内卷啊

09-27

$蔚来(NIO)$ 目标20！

09-19

$哔哩哔哩(BILI)$ 三谋流水数据非常好呀，iOS冲前三了

09-05

苦尽甘来

蔚来Q2营收174.5亿元，同比增长98.9%，给出强劲交付指引

08-28

$农夫山泉(09633)$ 目标价：15

06-12

$哔哩哔哩(BILI)$ 三国明天发，期待！能不能上二十就看它了

06-04

【投票贴】$蔚来-SW(09866)$ 😌

05-29

$Faraday Future(FFIE)$ 3.6清仓了，去年买了之后跌了99%，后面涨了一百倍回本还小赚，现在看来很明智，美股不是A股，这已经是奇迹，不会再有第二次

05-28

$蔚来-SW(09866)$ 继续加仓，销量的飞轮起来了

05-20

$Faraday Future(FFIE)$ 赌场不到一小时又要开门啦

05-17

$哔哩哔哩(BILI)$ 打爆空头！业绩好，游戏有亮点！

05-17

蔚来黑子真多啊，各种角度，未来有换电，有能源这条主线，他人能不多嘛？没脑子

抱歉，原内容已删除

05-17

什么②b标题啊，小米首发就卖这个价有媒体用这种阴间滤镜标题吗？打着质疑名义摸黑

抱歉，原内容已删除

05-16

$茶百道(02555)$ 无量下跌，没啥核心竞争力，本质就是品牌和加盟商管理，但胖猫事件反应了这俩都做的很烂，一个靠流量生存的公司却因为内部草台班子导致被流量反噬，即使没有这个事件，自身壁垒也很低

05-15

这分析师真丢人啊

JPMorgan Upgrades NIO to Neutral from Underweight, Raises Price Target to $5.4 from $4.8

05-01

$蔚来(NIO)$ 蔚来放量了，上周周销量破5000！抓紧上车！

04-24

$哔哩哔哩(BILI)$ 打爆空头

04-12

$农业银行(01288)$ 银行股见顶，立贴为证！人均薪酬已经见顶，房地产还远没见底！

04-12

$龙湖集团(00960)$ 房子卖不动，二手房天量，开发商的苦日子还远没结束呢，五块钱见

去老虎APP查看更多动态

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目标20！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/354060139114624","isVote":1,"tweetType":1,"viewCount":582,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":351077320704088,"gmtCreate":1726734613035,"gmtModify":1726734614561,"author":{"id":"3469508720988911","authorId":"3469508720988911","name":"zkuwoo","avatar":"https://static.tigerbbs.com/e491f9d312b3aeb60a4bf9f6d973f6db","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3469508720988911","authorIdStr":"3469508720988911"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$&nbsp;</a>三谋流水数据非常好呀，iOS冲前三了","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$&nbsp;</a>三谋流水数据非常好呀，iOS冲前三了","text":"$哔哩哔哩(BILI)$ 三谋流水数据非常好呀，iOS冲前三了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/351077320704088","isVote":1,"tweetType":1,"viewCount":6505,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":346118229057752,"gmtCreate":1725531503211,"gmtModify":1725531505143,"author":{"id":"3469508720988911","authorId":"3469508720988911","name":"zkuwoo","avatar":"https://static.tigerbbs.com/e491f9d312b3aeb60a4bf9f6d973f6db","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3469508720988911","authorIdStr":"3469508720988911"},"themes":[],"htmlText":"苦尽甘来","listText":"苦尽甘来","text":"苦尽甘来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/346118229057752","repostId":"1149491014","repostType":2,"repost":{"id":"1149491014","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":1725528700,"share":"https://www.laohu8.com/m/news/1149491014?lang=&edition=full","pubTime":"2024-09-05 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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Q2营收174.5亿元，同比增长98.9%，给出强劲交付指引\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-09-05 17:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>9月5日，蔚来发布 2024 年二季度财报，营收和交付量双创新高：</p><p>二季度营收 174.5 亿元，同比增长 98.9%，环比增长 76.1%。</p><p>二季度调整后净亏损 45.35 亿元，上年同期净亏损 54.46 亿元。</p><p style=\"text-align: justify;\">二季度交付量 5.74 万台，同比增长 143.9%，环比增长 90.9%；整车毛利率 12.2%，同比提升 6 个百分点，环比提升 3 个百分点；研发支出 32.2 亿元，现金储备 416 亿元，亏损同比大幅收窄 16.7%。</p><p style=\"text-align: justify;\">蔚来同时给出史上最强单季交付和营收指引：</p><p style=\"text-align: justify;\">三季度交付指引为 6.1 万台至 6.3 万台；三季度营收指引为 191.1 亿元至 196.7 亿元，两项指引均创历史新高。</p><p>蔚来盘前股价直线拉升，截至发稿涨幅超5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e66ca0c27514ab75d42fcc6f383dc0cc\" title=\"\" tg-width=\"450\" tg-height=\"130\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e4562ce23dc6d3d1bc2c28bb107ff05e\" tg-width=\"905\" tg-height=\"15954\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1f36b37eb8e9efe8641c7be55a7da26d","relate_stocks":{"NIO":"蔚来"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149491014","content_text":"9月5日，蔚来发布 2024 年二季度财报，营收和交付量双创新高：二季度营收 174.5 亿元，同比增长 98.9%，环比增长 76.1%。二季度调整后净亏损 45.35 亿元，上年同期净亏损 54.46 亿元。二季度交付量 5.74 万台，同比增长 143.9%，环比增长 90.9%；整车毛利率 12.2%，同比提升 6 个百分点，环比提升 3 个百分点；研发支出 32.2 亿元，现金储备 416 亿元，亏损同比大幅收窄 16.7%。蔚来同时给出史上最强单季交付和营收指引：三季度交付指引为 6.1 万台至 6.3 万台；三季度营收指引为 191.1 亿元至 196.7 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stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1715777100,"share":"https://www.laohu8.com/m/news/1141011112?lang=&edition=full","pubTime":"2024-05-15 20:45","market":"us","language":"en","title":"JPMorgan Upgrades NIO to Neutral from Underweight, Raises Price Target to $5.4 from $4.8","url":"https://stock-news.laohu8.com/highlight/detail?id=1141011112","media":"Tiger Newspress","summary":"The outlook for Nio is improving, but it’s still murky, according to JPMorgan.Analyst Nick Lai upgraded the Chinese electric vehicle maker to neutral from underweight. He also raised his price target on U.S.-listed shares to $5.40 per share from $4.80, though the new forecast calls for a 6% decline over the next year.The stock has been on a tear recently, surging 48% over the past month. However, it’s down more than 36% year to date, as the global EV market faces waning demand.Lai had downgraded","content":"<html><head></head><body><p>The outlook for Nio is improving, but it’s still murky, according to JPMorgan.</p><p>Analyst Nick Lai upgraded the Chinese electric vehicle maker to neutral from underweight. He also raised his price target on U.S.-listed shares to $5.40 per share from $4.80, though the new forecast calls for a 6% decline over the next year.</p><p>The stock has been on a tear recently, surging 48% over the past month. However, it’s down more than 36% year to date, as the global EV market faces waning demand.</p><p>Lai had downgraded Nio to underweight in February due to slowing sales momentum. Now, the analysts sees two catalysts that could continue the stock’s recent surge: “1) Chinese government stimulus<br/>policy to boost auto demand including NEV which NIO should also benefit from; and 2) NIO’s latest battery as a service (BaaS) strategy by lowering buyers’ monthly rental fee (by ~25%) has not only successfully boosted store traffic and BaaS take rate ... but also driven its sales momentum.”</p><p style=\"text-align: start;\">Shares rose more than 2% in the premarket following the rating change.</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>JPMorgan Upgrades NIO to Neutral from Underweight, Raises Price Target to $5.4 from $4.8</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\">\nJPMorgan Upgrades NIO to Neutral from Underweight, Raises Price Target to $5.4 from $4.8\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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\">Tiger Newspress </p>\n<p class=\"h-time\">2024-05-15 20:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The outlook for Nio is improving, but it’s still murky, according to JPMorgan.</p><p>Analyst Nick Lai upgraded the Chinese electric vehicle maker to neutral from underweight. He also raised his price target on U.S.-listed shares to $5.40 per share from $4.80, though the new forecast calls for a 6% decline over the next year.</p><p>The stock has been on a tear recently, surging 48% over the past month. However, it’s down more than 36% year to date, as the global EV market faces waning demand.</p><p>Lai had downgraded Nio to underweight in February due to slowing sales momentum. Now, the analysts sees two catalysts that could continue the stock’s recent surge: “1) Chinese government stimulus<br/>policy to boost auto demand including NEV which NIO should also benefit from; and 2) NIO’s latest battery as a service (BaaS) strategy by lowering buyers’ monthly rental fee (by ~25%) has not only successfully boosted store traffic and BaaS take rate ... but also driven its sales momentum.”</p><p style=\"text-align: start;\">Shares rose more than 2% in the premarket following the rating change.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141011112","content_text":"The outlook for Nio is improving, but it’s still murky, according to JPMorgan.Analyst Nick Lai upgraded the Chinese electric vehicle maker to neutral from underweight. He also raised his price target on U.S.-listed shares to $5.40 per share from $4.80, though the new forecast calls for a 6% decline over the next year.The stock has been on a tear recently, surging 48% over the past month. However, it’s down more than 36% year to date, as the global EV market faces waning demand.Lai had downgraded Nio to underweight in February due to slowing sales momentum. Now, the analysts sees two catalysts that could continue the stock’s recent surge: “1) Chinese government stimuluspolicy to boost auto demand including NEV which NIO should also benefit from; and 2) NIO’s latest battery as a service (BaaS) strategy by lowering buyers’ monthly rental fee (by ~25%) has not only successfully boosted store traffic and BaaS take rate ... but also driven its sales momentum.”Shares rose more than 2% in the premarket following the rating change.","news_type":1},"isVote":1,"tweetType":1,"viewCount":368,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":301152667394112,"gmtCreate":1714529681850,"gmtModify":1714529683451,"author":{"id":"3469508720988911","authorId":"3469508720988911","name":"zkuwoo","avatar":"https://static.tigerbbs.com/e491f9d312b3aeb60a4bf9f6d973f6db","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3469508720988911","authorIdStr":"3469508720988911"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>蔚来放量了，上周周销量破5000！抓紧上车！","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>蔚来放量了，上周周销量破5000！抓紧上车！","text":"$蔚来(NIO)$ 蔚来放量了，上周周销量破5000！抓紧上车！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/301152667394112","isVote":1,"tweetType":1,"viewCount":5650,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3501750755383732","authorId":"3501750755383732","name":"KOBE8","avatar":"https://static.tigerbbs.com/4434505d24c9583563152bf8f766b086","crmLevel":2,"crmLevelSwitch":0,"idStr":"3501750755383732","authorIdStr":"3501750755383732"},"content":"销量可以作假的，把上个月少一点，挪到下个月","text":"销量可以作假的，把上个月少一点，挪到下个月","html":"销量可以作假的，把上个月少一点，挪到下个月"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298718152995040,"gmtCreate":1713958591512,"gmtModify":1713958592756,"author":{"id":"3469508720988911","authorId":"3469508720988911","name":"zkuwoo","avatar":"https://static.tigerbbs.com/e491f9d312b3aeb60a4bf9f6d973f6db","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3469508720988911","authorIdStr":"3469508720988911"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$&nbsp;</a>打爆空头","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$&nbsp;</a>打爆空头","text":"$哔哩哔哩(BILI)$ 打爆空头","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/298718152995040","isVote":1,"tweetType":1,"viewCount":843,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":294361098928224,"gmtCreate":1712888526300,"gmtModify":1712888528001,"author":{"id":"3469508720988911","authorId":"3469508720988911","name":"zkuwoo","avatar":"https://static.tigerbbs.com/e491f9d312b3aeb60a4bf9f6d973f6db","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3469508720988911","authorIdStr":"3469508720988911"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01288\">$农业银行(01288)$ &nbsp;</a>银行股见顶，立贴为证！人均薪酬已经见顶，房地产还远没见底！","listText":"<a href=\"https://laohu8.com/S/01288\">$农业银行(01288)$ &nbsp;</a>银行股见顶，立贴为证！人均薪酬已经见顶，房地产还远没见底！","text":"$农业银行(01288)$ 银行股见顶，立贴为证！人均薪酬已经见顶，房地产还远没见底！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/294361098928224","isVote":1,"tweetType":1,"viewCount":495,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":294360120266944,"gmtCreate":1712888395919,"gmtModify":1712888498618,"author":{"id":"3469508720988911","authorId":"3469508720988911","name":"zkuwoo","avatar":"https://static.tigerbbs.com/e491f9d312b3aeb60a4bf9f6d973f6db","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3469508720988911","authorIdStr":"3469508720988911"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00960\">$龙湖集团(00960)$ &nbsp;</a>房子卖不动，二手房天量，开发商的苦日子还远没结束呢，五块钱见","listText":"<a href=\"https://laohu8.com/S/00960\">$龙湖集团(00960)$ &nbsp;</a>房子卖不动，二手房天量，开发商的苦日子还远没结束呢，五块钱见","text":"$龙湖集团(00960)$ 房子卖不动，二手房天量，开发商的苦日子还远没结束呢，五块钱见","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/294360120266944","isVote":1,"tweetType":1,"viewCount":1328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":301152667394112,"gmtCreate":1714529681850,"gmtModify":1714529683451,"author":{"id":"3469508720988911","authorId":"3469508720988911","name":"zkuwoo","avatar":"https://static.tigerbbs.com/e491f9d312b3aeb60a4bf9f6d973f6db","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3469508720988911","authorIdStr":"3469508720988911"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>蔚来放量了，上周周销量破5000！抓紧上车！","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>蔚来放量了，上周周销量破5000！抓紧上车！","text":"$蔚来(NIO)$ 蔚来放量了，上周周销量破5000！抓紧上车！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/301152667394112","isVote":1,"tweetType":1,"viewCount":5650,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3501750755383732","authorId":"3501750755383732","name":"KOBE8","avatar":"https://static.tigerbbs.com/4434505d24c9583563152bf8f766b086","crmLevel":2,"crmLevelSwitch":0,"idStr":"3501750755383732","authorIdStr":"3501750755383732"},"content":"销量可以作假的，把上个月少一点，挪到下个月","text":"销量可以作假的，把上个月少一点，挪到下个月","html":"销量可以作假的，把上个月少一点，挪到下个月"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":261549817336048,"gmtCreate":1704881592846,"gmtModify":1704885799649,"author":{"id":"3469508720988911","authorId":"3469508720988911","name":"zkuwoo","avatar":"https://static.tigerbbs.com/e491f9d312b3aeb60a4bf9f6d973f6db","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3469508720988911","authorIdStr":"3469508720988911"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>个人认为蔚来近期大跌原因有这几个： 1，大环境不好，美股A股近期都跌 2，未来一年汽车行业竞争更加激烈，各项经营指标会更加惨淡 3，蔚来新一年的卖车目标定的比较低，比2023年还低，市场一方面不认可另一方面也担心这个目标是不是也不能完成 蔚来目前欠缺硬的车辆销量来讲通整个故事，包括换电故事，研发投入，自身科技科技含量与成色，甚至起家的服务、社区。一切都是为了卖车，销量是1，如果销量上不去，这些都是0。 还有一点，蔚来存量车只有约四十万辆，但是建的充电站、换电站、充电桩相对巨多，导致友商的车都来充电，占比8成，就像打仗前把有限的资源大头投入副业，主业没有跟副业协同发展，反而副业去反哺友商主业，这是不是有些本末倒置？最起码友商用这些设施，是不是应该按对不同友商的定位划分，额外支付更多对价才行呢，要不然这补能在现有这么大体量下，还是大肥羊一头，没有对主业形成壁垒优势。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>个人认为蔚来近期大跌原因有这几个： 1，大环境不好，美股A股近期都跌 2，未来一年汽车行业竞争更加激烈，各项经营指标会更加惨淡 3，蔚来新一年的卖车目标定的比较低，比2023年还低，市场一方面不认可另一方面也担心这个目标是不是也不能完成 蔚来目前欠缺硬的车辆销量来讲通整个故事，包括换电故事，研发投入，自身科技科技含量与成色，甚至起家的服务、社区。一切都是为了卖车，销量是1，如果销量上不去，这些都是0。 还有一点，蔚来存量车只有约四十万辆，但是建的充电站、换电站、充电桩相对巨多，导致友商的车都来充电，占比8成，就像打仗前把有限的资源大头投入副业，主业没有跟副业协同发展，反而副业去反哺友商主业，这是不是有些本末倒置？最起码友商用这些设施，是不是应该按对不同友商的定位划分，额外支付更多对价才行呢，要不然这补能在现有这么大体量下，还是大肥羊一头，没有对主业形成壁垒优势。","text":"$蔚来(NIO)$ 个人认为蔚来近期大跌原因有这几个： 1，大环境不好，美股A股近期都跌 2，未来一年汽车行业竞争更加激烈，各项经营指标会更加惨淡 3，蔚来新一年的卖车目标定的比较低，比2023年还低，市场一方面不认可另一方面也担心这个目标是不是也不能完成 蔚来目前欠缺硬的车辆销量来讲通整个故事，包括换电故事，研发投入，自身科技科技含量与成色，甚至起家的服务、社区。一切都是为了卖车，销量是1，如果销量上不去，这些都是0。 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17:31","market":"us","language":"zh","title":"蔚来Q2营收174.5亿元，同比增长98.9%，给出强劲交付指引","url":"https://stock-news.laohu8.com/highlight/detail?id=1149491014","media":"老虎资讯综合","summary":"Q2每ADS亏损2.5元。","content":"<html><head></head><body><p>9月5日，蔚来发布 2024 年二季度财报，营收和交付量双创新高：</p><p>二季度营收 174.5 亿元，同比增长 98.9%，环比增长 76.1%。</p><p>二季度调整后净亏损 45.35 亿元，上年同期净亏损 54.46 亿元。</p><p style=\"text-align: justify;\">二季度交付量 5.74 万台，同比增长 143.9%，环比增长 90.9%；整车毛利率 12.2%，同比提升 6 个百分点，环比提升 3 个百分点；研发支出 32.2 亿元，现金储备 416 亿元，亏损同比大幅收窄 16.7%。</p><p style=\"text-align: justify;\">蔚来同时给出史上最强单季交付和营收指引：</p><p style=\"text-align: justify;\">三季度交付指引为 6.1 万台至 6.3 万台；三季度营收指引为 191.1 亿元至 196.7 亿元，两项指引均创历史新高。</p><p>蔚来盘前股价直线拉升，截至发稿涨幅超5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e66ca0c27514ab75d42fcc6f383dc0cc\" title=\"\" tg-width=\"450\" tg-height=\"130\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e4562ce23dc6d3d1bc2c28bb107ff05e\" tg-width=\"905\" 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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Q2营收174.5亿元，同比增长98.9%，给出强劲交付指引\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-09-05 17:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>9月5日，蔚来发布 2024 年二季度财报，营收和交付量双创新高：</p><p>二季度营收 174.5 亿元，同比增长 98.9%，环比增长 76.1%。</p><p>二季度调整后净亏损 45.35 亿元，上年同期净亏损 54.46 亿元。</p><p style=\"text-align: justify;\">二季度交付量 5.74 万台，同比增长 143.9%，环比增长 90.9%；整车毛利率 12.2%，同比提升 6 个百分点，环比提升 3 个百分点；研发支出 32.2 亿元，现金储备 416 亿元，亏损同比大幅收窄 16.7%。</p><p style=\"text-align: justify;\">蔚来同时给出史上最强单季交付和营收指引：</p><p style=\"text-align: justify;\">三季度交付指引为 6.1 万台至 6.3 万台；三季度营收指引为 191.1 亿元至 196.7 亿元，两项指引均创历史新高。</p><p>蔚来盘前股价直线拉升，截至发稿涨幅超5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e66ca0c27514ab75d42fcc6f383dc0cc\" title=\"\" tg-width=\"450\" tg-height=\"130\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e4562ce23dc6d3d1bc2c28bb107ff05e\" tg-width=\"905\" tg-height=\"15954\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1f36b37eb8e9efe8641c7be55a7da26d","relate_stocks":{"NIO":"蔚来"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149491014","content_text":"9月5日，蔚来发布 2024 年二季度财报，营收和交付量双创新高：二季度营收 174.5 亿元，同比增长 98.9%，环比增长 76.1%。二季度调整后净亏损 45.35 亿元，上年同期净亏损 54.46 亿元。二季度交付量 5.74 万台，同比增长 143.9%，环比增长 90.9%；整车毛利率 12.2%，同比提升 6 个百分点，环比提升 3 个百分点；研发支出 32.2 亿元，现金储备 416 亿元，亏损同比大幅收窄 16.7%。蔚来同时给出史上最强单季交付和营收指引：三季度交付指引为 6.1 万台至 6.3 万台；三季度营收指引为 191.1 亿元至 196.7 亿元，两项指引均创历史新高。蔚来盘前股价直线拉升，截至发稿涨幅超5%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":346,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":310690774818824,"gmtCreate":1716879871825,"gmtModify":1716879873686,"author":{"id":"3469508720988911","authorId":"3469508720988911","name":"zkuwoo","avatar":"https://static.tigerbbs.com/e491f9d312b3aeb60a4bf9f6d973f6db","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3469508720988911","authorIdStr":"3469508720988911"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$&nbsp;</a>继续加仓，销量的飞轮起来了","listText":"<a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$&nbsp;</a>继续加仓，销量的飞轮起来了","text":"$蔚来-SW(09866)$ 继续加仓，销量的飞轮起来了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/310690774818824","isVote":1,"tweetType":1,"viewCount":858,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306792637477064,"gmtCreate":1715935117323,"gmtModify":1715935489348,"author":{"id":"3469508720988911","authorId":"3469508720988911","name":"zkuwoo","avatar":"https://static.tigerbbs.com/e491f9d312b3aeb60a4bf9f6d973f6db","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3469508720988911","authorIdStr":"3469508720988911"},"themes":[],"htmlText":"蔚来黑子真多啊，各种角度，未来有换电，有能源这条主线，他人能不多嘛？没脑子","listText":"蔚来黑子真多啊，各种角度，未来有换电，有能源这条主线，他人能不多嘛？没脑子","text":"蔚来黑子真多啊，各种角度，未来有换电，有能源这条主线，他人能不多嘛？没脑子","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306792637477064","repostId":"2436951409","repostType":2,"repost":{"id":"2436951409","pubTimestamp":1715916991,"share":"https://www.laohu8.com/m/news/2436951409?lang=&edition=full","pubTime":"2024-05-17 11:36","market":"us","language":"zh","title":"四大新势力品牌人效对比：极氪直逼理想 蔚来最低","url":"https://stock-news.laohu8.com/highlight/detail?id=2436951409","media":"网易新闻","summary":"有媒体统计了理想、极氪、蔚来和小鹏四大新势力品牌的人效数据，结果显示，理想高居第一，蔚来则排在末尾。而在员工人数上，蔚来最多，理想与之相差不大，小鹏是最少的。简单计算人均营收可知，理想实现了最高的人效，但极氪作为后起之秀也做到了直逼理想的成绩，蔚来的人效则一言难尽，小鹏表现平平。同期，蔚来、小鹏、极氪员工的同比增幅分别是23%、17%、28%。","content":"<html><body><article><p>【智车派新闻】近日，理想裁员的消息在汽车圈传得沸沸扬扬。但不可否认的是，不管是交付数据还是盈利情况，理想都是新势力中的榜样，甚至说“表现最好”也不为过。有媒体统计了理想、<a href=\"https://laohu8.com/S/ZK\">极氪</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>和小鹏四大新势力品牌的人效数据，结果显示，理想高居第一，<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>则排在末尾。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20240517113632084v152lq36fq6aab0\"/><p><a href=\"https://laohu8.com/S/LI\">理想汽车</a></p><p>如图，从营收情况来看，从高到低依次是理想、蔚来、极氪和小鹏，理想甚至达到了小鹏的四倍，也是另外两家的两倍还多。而在员工人数上，蔚来最多，理想与之相差不大，小鹏是最少的。简单计算人均营收可知，理想实现了最高的人效，但极氪作为后起之秀也做到了直逼理想的成绩，蔚来的人效则一言难尽，小鹏表现平平。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20240517113633315v152p3s81z7vo3e\"/><p>数据显示，2023年，理想共交付37.6万台车，<span>净利润</span>超过118亿元，成为<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、<a href=\"https://laohu8.com/S/002594\">比亚迪</a>之后第三家盈利的新能源车企。媒体分析称，良好的财务表现是理想汽车扩张的底气，全公司的人员此前是按照80万台的销量预期进行配置的。因此，理想也成为扩张最快的新势力。和2022年相比，理想汽车员工人数同比增长了63%。同期，蔚来、小鹏、极氪员工的同比增幅分别是23%、17%、28%。</p><p>然而，在企业经营状况不及预期之时，一般迎来的是简单有效的人员优化。去年11月，蔚来CEO李斌在内部信中指出，公司将减少10%左右的岗位。理想这边，据报道，其正在进行新一轮的人员优化，整体优化比例超过18%。按照2023年财报中的3.16万人计算，这轮优化涉及超过5600人。</p></article></body></html>","source":"tencent","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>四大新势力品牌人效对比：极氪直逼理想 蔚来最低</title>\n<style 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}\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四大新势力品牌人效对比：极氪直逼理想 蔚来最低\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-17 11:36 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202405171136368772cdf8&s=b><strong>网易新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【智车派新闻】近日，理想裁员的消息在汽车圈传得沸沸扬扬。但不可否认的是，不管是交付数据还是盈利情况，理想都是新势力中的榜样，甚至说“表现最好”也不为过。有媒体统计了理想、极氪、蔚来和小鹏四大新势力品牌的人效数据，结果显示，理想高居第一，蔚来则排在末尾。理想汽车如图，从营收情况来看，从高到低依次是理想、蔚来、极氪和小鹏，理想甚至达到了小鹏的四倍，也是另外两家的两倍还多。而在员工人数上，蔚来最多，理想...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202405171136368772cdf8&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4548":"巴美列捷福持仓","ZK":"极氪","XPEV":"小鹏汽车","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4532":"文艺复兴科技持仓","NIO.SI":"蔚来","BK4531":"中概回港概念","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","BK4555":"新能源车","BK4509":"腾讯概念","NIO":"蔚来","09866":"蔚来-SW","LI":"理想汽车","BK4526":"热门中概股","BK4588":"碎股","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4574":"无人驾驶","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0052750758.USD":"富兰克林中国基金A Acc","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4099":"汽车制造商"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202405171136368772cdf8&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2436951409","content_text":"【智车派新闻】近日，理想裁员的消息在汽车圈传得沸沸扬扬。但不可否认的是，不管是交付数据还是盈利情况，理想都是新势力中的榜样，甚至说“表现最好”也不为过。有媒体统计了理想、极氪、蔚来和小鹏四大新势力品牌的人效数据，结果显示，理想高居第一，蔚来则排在末尾。理想汽车如图，从营收情况来看，从高到低依次是理想、蔚来、极氪和小鹏，理想甚至达到了小鹏的四倍，也是另外两家的两倍还多。而在员工人数上，蔚来最多，理想与之相差不大，小鹏是最少的。简单计算人均营收可知，理想实现了最高的人效，但极氪作为后起之秀也做到了直逼理想的成绩，蔚来的人效则一言难尽，小鹏表现平平。数据显示，2023年，理想共交付37.6万台车，净利润超过118亿元，成为特斯拉、比亚迪之后第三家盈利的新能源车企。媒体分析称，良好的财务表现是理想汽车扩张的底气，全公司的人员此前是按照80万台的销量预期进行配置的。因此，理想也成为扩张最快的新势力。和2022年相比，理想汽车员工人数同比增长了63%。同期，蔚来、小鹏、极氪员工的同比增幅分别是23%、17%、28%。然而，在企业经营状况不及预期之时，一般迎来的是简单有效的人员优化。去年11月，蔚来CEO李斌在内部信中指出，公司将减少10%左右的岗位。理想这边，据报道，其正在进行新一轮的人员优化，整体优化比例超过18%。按照2023年财报中的3.16万人计算，这轮优化涉及超过5600人。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306791585546328,"gmtCreate":1715934965809,"gmtModify":1715935486447,"author":{"id":"3469508720988911","authorId":"3469508720988911","name":"zkuwoo","avatar":"https://static.tigerbbs.com/e491f9d312b3aeb60a4bf9f6d973f6db","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3469508720988911","authorIdStr":"3469508720988911"},"themes":[],"htmlText":"什么②b标题啊，小米首发就卖这个价有媒体用这种阴间滤镜标题吗？打着质疑名义摸黑","listText":"什么②b标题啊，小米首发就卖这个价有媒体用这种阴间滤镜标题吗？打着质疑名义摸黑","text":"什么②b标题啊，小米首发就卖这个价有媒体用这种阴间滤镜标题吗？打着质疑名义摸黑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306791585546328","repostId":"2436765961","repostType":2,"repost":{"id":"2436765961","pubTimestamp":1715930220,"share":"https://www.laohu8.com/m/news/2436765961?lang=&edition=full","pubTime":"2024-05-17 15:17","market":"hk","language":"zh","title":"新车21.99万，李斌急了？","url":"https://stock-news.laohu8.com/highlight/detail?id=2436765961","media":"澎湃新闻","summary":"堆料十足，诚意满满，21.99万元预售价的新品乐道L60，多少有些超出意料，此次定价比原先市场传闻的25万元起售价，足足少了3万多元。显然，20多万元价格区间的市场竞争，已经到了让李斌不得不出手的时刻。3月27日晚间，蔚来汽车下调了2024年一季度交付展望。2023年，蔚来总营收为556.2亿元，同比增长12.9%，创历史新高。","content":"<div>\n<p>原创 朱晓宇 豹变“核心提示”雷军，把“蔚来”价格打下来了。不过乐道能担起重任吗？作者 | 朱晓宇编辑 | 邢昀这一次，李斌真的急了。堆料十足，诚意满满，21.99万元预售价的新品乐道L60，多少有些超出意料，此次定价比原先市场传闻的25万元起售价，足足少了3万多元。为了卖车，李斌几乎是贴着中高端市场的最低价格来定价，而且使出了“共享蔚来1000+换电站”的大招。从发布会的主题定位“乐道铁成”，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202405171517388b119b01&s=b\">Web Link</a>\n\n</div>\n","source":"tencent","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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邢昀这一次，李斌真的急了。堆料十足，诚意满满，21.99万元预售价的新品乐道L60，多少有些超出意料，此次定价比原先市场传闻的25万元起售价，足足少了3万多元。为了卖车，李斌几乎是贴着中高端市场的最低价格来定价，而且使出了“共享蔚来1000+换电站”的大招。从发布会的主题定位“乐道铁成”，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202405171517388b119b01&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","BK1119":"汽车制造商","BK1193":"电脑硬件、储存设备及电脑周边","BK1523":"武汉本地概念股","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","BK1521":"挪威政府全球养老基金持仓","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","NIO":"蔚来","XIACY":"小米集团ADR","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC 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Y，价格却比特斯拉Model Y便宜3万元。这也比刚发布没多久、主打家庭大五座的理想L6起售价便宜了2.99万元。如果再叠加目前预订金2000抵扣6000的政策，乐道L60起售价与小米SU7价格齐平。这也让人不禁想起，在小米SU7发布会现场，雷军公布最后价格时，李斌一瞬间的苦涩表情，大概从那时候起，乐道L60就重新勾勒了价格坐标。全程对标特斯拉Model Y的乐道L60，在智能驾驶方面采用了与特斯拉相同的纯视觉方案，全车配备7个800MP高清摄像头和4个星光360度摄像头，也能达到类似水平的智驾效果，同时降低乐道的造价成本。在智能座舱方面，乐道L60采用与蔚来ET9类似的横向中控屏造型，内置高通骁龙8295芯片。动力方面，乐道L60采用了900V高压电气架构，是蔚来下一代NT3.0车型关键技术，最长续航1000公里。此次发布会中，乐道强调L60的电耗水平超越了特斯拉，有意思的是小米SU7发布会上雷军曾称，“特斯拉能耗全球第一，遥遥领先，除了特斯拉，小米是国内最领先的公司”。回顾此次发布会，乐道L60的有些产品功能，甚至还超越了蔚来的一些主力车型，被蔚来汽车的老用户大呼“反向对老车主割韭菜”。最为关键的是，乐道L60不仅可以实现快速充电，还可以完成3分钟极速换电。据官方发布，购买乐道L60的车主，可以直接使用的第三代换电站已经超过一千座，自有充电桩2.5万根。而乐道L60全系配备换电服务，直接享受与蔚来主力车型同等的换电权益，引发了老车主的质疑。一直以来，以高端服务闻名的蔚来，与其他车型最能体现差异化的表现就是换电。而蔚来汽车能在高端定价中站住脚，其中有相当一部分是靠换电权益所带来的。乐道似乎已经提前意识到老用户的不满，在发布会上给了老用户足够多的权益，比如蔚来品牌用户购买乐道L60，提车后获赠3万积分，ES8创始版用户，提车后获赠5万积分。乐道能不能铁成，需要时间来揭晓答案，但从二级市场的反馈来看，蔚来汽车的第二品牌乐道发布后，美股蔚来汽车收盘跌了7.94%，港股蔚来汽车也微跌，市场的反馈似乎并不积极。迷信“铁成”，李斌的卖车焦虑一番诚意背后，是李斌对乐道汽车能否打开市场的销量焦虑。显然，20多万元价格区间的市场竞争，已经到了让李斌不得不出手的时刻。发布会上，艾铁成毫不避讳地表示自己没有造车经验，而李斌认为艾铁成能力突出，蔚来汽车背后有11000多名会造车的同学辅助做成这款车，艾铁成的任务就是要做对这件事。李斌对艾铁成的看好，除了与其能力息息相关，可能也对“艾铁成”这个名字情有独钟。在发布会中，李斌多次强调“这个名字特别好，铁成，一定成”，并认为“艾铁成”这个名字对于乐道品牌来说，具有非常好的寓意。即便是公开场合的玩笑话，这背后也透露出李斌对乐道的期望，以及对蔚来汽车整体销量难以攀升的焦虑。3月27日晚间，蔚来汽车下调了2024年一季度交付展望。公告显示，根据最近的业务进展，蔚来预期2024年第一季度交付约3万辆汽车。在此之前，蔚来的交付展望为3.1万辆至3.3万辆。今年前四个月，蔚来分别交付10055辆、8132辆、11866辆以及15620辆，虽然销量环比有所提升，但跟同一赛道的理想比，差距已然明显。在3月遇到Mega销量滑铁卢的最低潮期，理想的交付量依然达到了28984辆。在市场触及增量天花板的过程中，竞争对手也越来越卷，小米SU7占据流量优势，问界新M7入门版、极氪007等进行了价格下调。如此环境下，蔚来也如逆水行舟，不进则退。在3月5日的蔚来业绩会上，蔚来CEO李斌表示，有信心重回月交付2万辆的水平。为了进一步卖车，在3月14日蔚来长寿命电池战略沟通会上，官方发布了全新BaaS电池租用服务方案。消费者购买蔚来标准续航电池包且采用BaaS方式，车价立减7万元，被视为蔚来汽车应对价格战的举措。然而这种直接降价的方式，引起了老用户们的强烈不满，蔚来急需推出一个全新的品牌，来实现销量的提升。官宣的交付日期，乐道的车主需要提前4个月预定，也就是等到9月份才能提车，背后也透露出蔚来需要提前锁定潜在用户的焦虑。业内人士向《豹变》分析，也正因为时间长度问题，期间如果竞争对手抛出一些优惠政策，对于急于提车的用户来说更容易放弃乐道L60。“乐道的作用在于，吸引那些想买蔚来但因价格问题而退步的用户，作为子品牌，乐道没有像小米那样的自带流量，更没有像赛力斯那样自带光环，它在很多人眼里就是阉割版的蔚来，想卖爆并不容易，这点可以从蔚来没发布预订量也能窥探出来。”据了解，蔚来汽车改造的是ET5的部分生产线，并非为乐道专门设立了新的生产线。从成本的角度来看，ET5本身销量在蔚来体系里并不算佳，乐道占用其部分产能对于蔚来工厂来说，使得这部分生产线的设备变得更加高效。不过从信心的角度来看，一个全新的子品牌并没有独立的工厂和全新的生产线，也透露出蔚来高层对乐道品牌的观望。乐道的战争刚刚开始过去一年蔚来汽车的亏损加大，每卖出去一辆车相当于要亏近13万。这五年蔚来累计亏损了630亿元，2023年末从中东土豪融来的近160亿，也只是缓解了燃眉之急，自身造血能力充足才是关键，因此后续卖车成了李斌的首要任务。2023年，蔚来总营收为556.2亿元，同比增长12.9%，创历史新高。全年净亏损207.2亿元，也创下历年之最。对于业绩亏损，李斌在3月回应称，蔚来的钱花在了三个方面：一是研发投入；二是基础设施建设方面；三是创新业务，包括海外业务。持续的研发投入，以及换电设施等方面的投入，严重拖累了蔚来的资金流。直至今年，蔚来都没有实现通过销量的增长，来缓解营收连续亏损的尴尬。尤其是换电这样的基础设施建设，按照计划，今年，蔚来还将继续新建1000座换电站。但是巨大的投入支出下，蔚来品牌相对较小的保有量，很难摊薄成本，这制约了换电站的盈利能力。虽然蔚来开启了换电联盟，目前有吉利、长安、广汽等6家加入，不过优先提高自己品牌的用户量对于蔚来的发展意义更大。在现有的竞争格局中，新能源车企亏损是普遍现象，就连一骑绝尘的理想汽车，今年在遇到Mega滑铁卢之后，新发布的理想L6（乐道L60的竞品）上市12天，虽然累计订单突破2万台，但并没有达到预期。据21报道，理想也于近期开启一轮人员调整，优化率达到18%。与此同时，乐道L6同价位的竞品，包括理想L6、Model Y、问界M7、小鹏G9、比亚迪唐等，在20万至30万的价格区间打得火热。以唐荣耀版为例，其价格已经降到20万元以下；4月末，特斯拉又推出了“0首付超低息”。新一届营销王小米SU7，在同等价位区间圈出了将近10万台大定辆（官方说法是24小时内的大定数量是8.8万）。尽管如此，蔚来进军主流汽车消费市场的目标极为坚定。早在2020年，李斌在财报会议上就表示：“进入大众市场是蔚来的长期战略”，定价更低的乐道，更容易打动对价格敏感的用户受众。今年开年，李斌罕见地搞了一场直播。在直播中，李斌为自己曾经的“油车梗”频频致歉。此后，李斌频繁更新自己的社交平台，实时与用户分享自己的所见所闻及感受，拉近了与用户之间的距离。或许对于李斌来说，走进用户，也是进入大众市场的长期策略之一。只是这场长期策略需要一套组合拳，李斌只走了两步，未来的结果还需要时间来考验。你觉得乐道L60有吸引力吗？原标题：《新车21.99万，李斌急了》阅读原文","news_type":1},"isVote":1,"tweetType":1,"viewCount":510,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298718152995040,"gmtCreate":1713958591512,"gmtModify":1713958592756,"author":{"id":"3469508720988911","authorId":"3469508720988911","name":"zkuwoo","avatar":"https://static.tigerbbs.com/e491f9d312b3aeb60a4bf9f6d973f6db","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3469508720988911","authorIdStr":"3469508720988911"},"themes":[],"htmlText":"<a 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