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我是想说
2019-03-04
个人低见看拼多多-不喜勿喷,紧供讨论
我个人确实看不懂拼多多。拼多多拼着买更便宜,拼多多一般都是2人成团,两个人形不成规模化,两个人成团购买和一个人购买,对商家来说本质上成本不会降低多少,拼购无非也就是一个宣传的手段,一个商品实质上只卖10块,拼购写成两人购买10元,一人购买11元,大家选择两人购买,总感觉自己捡了很大便宜一样。现在有商家现在淘宝卖10元,拼多多卖9.5元,现阶段商家在拼多多获得流量更容易,稍微让价也是一个促销手段,拼多多的拼购个人觉得本质上没有啥创新。拼多多的成长靠的是铺天盖地的广告与低价,拼购模式的创新贡献不是很大。 我们谈谈低价策略,几元钱买一大卷纸巾,几块钱买几双袜子,十多块钱买一条短袖,我承认我也买过,但是买过之后,就没冲动再买了。当很多人在拼多多购物几次,就会明白便宜无好货,好货不便宜也还是真理,靠低价的但质量不令人满意的情况下,会有多少忠实用户留下来。5.5斤40卷纸8.9元还包邮,去除了邮费,算下来这纸也就1块钱每斤了,我想商家就算还有盈利,也应该是微微微利,也不排除平台直接给商家补贴了,为了低价广告效果。一元一双的袜子,5块钱体恤,也是一样,就算商家有利润,也是因为当前阶段拼多多更容易获得成交量,敢微利靠走量。 当前阶段商家都往拼多多开店,因为更容易获得流量,拼多多是一个平台,靠广告盈利,越多的商家入住他们收的钱越多,现阶段10万商家(举个例子,不是真实数据),当成长到100万商家的时候,商家还有现在这么容易获得成交量?微利跑量将不会存在。拼多多需要盈利,当一定阶段也会进入收割期,也会走入直通车,竞价排名的模式,该交的钱都得交。那个时候,商家还会敢这么低的价格来吸引顾客?当规模到达一定的阶段,大家就会发发现,价格和淘宝也没啥差距,吃肉的还是只有那几个大商家。 拼多多拼多多,湖南卫视等各平台广告疯狂轰炸,搞得我两岁女儿随口都是拼多多了。现阶段财报数据会很美观,数据各种漂亮,年前湖
个人低见看拼多多-不喜勿喷,紧供讨论
我是想说
2020-06-16
$拼多多(PDD)$
我做空拼多多已经亏了一万$了。
我是想说
2019-03-19
$小米集团-W(01810)$谁告诉我,明天是涨是跌。6000股手中有点汗。
我是想说
2018-10-25
$赣锋锂业(01772)$打新进来,还持有,什么时候解套啊!
我是想说
2019-02-13
$京东(JD)$ $百度(BIDU)$ $阿里巴巴(BABA)$ 这个是怎么算的呢!近三个月亏损10万,我自己都不知道。 @小虎老师 @小虎数据 @小虎通知 @小虎通知 @老虎股票 @老虎证券
我是想说
2018-09-27
$流利说(LAIX)$妈啊,什么鬼,现在才出来,差点破发了才出结果,早出来,20% 就跑了
我是想说
2020-03-24
$标普500ETF(SPY)$
不懂这个经济,美国疫情现在还在起步阶段,如果大规模隔离,工厂停工,这美股还能涨?
我是想说
2019-01-08
$Roku Inc(ROKU)$什么时候跑
我是想说
2019-11-01
$阿里巴巴(BABA)$
感觉期权是一阵天堂一阵地狱,不会玩,也不敢学习。行情一好,各种几倍的期权晒单,行情不好的时候,就不见了,所以只是奉劝没玩期权的小伙伴,我们只看到了小偷吃肉时候,没看到小偷挨打的时候。总之玩自己玩得起的游戏。
我是想说
2019-11-01
$阿里巴巴(BABA)$
刚一阵期权晒单的现在可好[龇牙] !!
我是想说
2018-11-17
$京东(JD)$此人我笑了,大强子谁叫你乱搞!19个帖子全是!!一天两贴,这像一个买股票???@搜索关键字701计划 今天晚上还差一贴。
我是想说
2020-12-10
$拼多多(PDD)$
反正我就觉得拼多多市值不应该超过京东这么多,虽然我空拼多多已经亏了1w刀。
我是想说
2018-12-14
$360金融(QFIN)$感觉要破发
我是想说
2018-10-02
$京东(JD)$怎么操作,是止损还是加仓。
我是想说
2018-09-27
$流利说(LAIX)$现在分了,100
我是想说
2019-02-13
$小米集团-W(01810)$今天能否上11,杠杆在手有点激动。
我是想说
2018-11-13
$微贷网(WEI)$怎么办
我是想说
2018-10-19
$凌动智行(LKM)$有什么利好还是回光返照
我是想说
2018-09-25
$云米科技(VIOT)$开始了,嗨起来,我没中
我是想说
2019-01-18
$佳源国际控股(02768)$上车了
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to <a href=\"https://laohu8.com/U/4182553731240202\">@吾六三八</a>:哪里能买//<a href=\"https://laohu8.com/U/4182553731240202\">@吾六三八</a>:我感觉川普能赢,川普1赔1.5哈里斯1赔3.2。波菜公司的真金白银已做出选择","listText":"Replying to <a href=\"https://laohu8.com/U/4182553731240202\">@吾六三八</a>:哪里能买//<a href=\"https://laohu8.com/U/4182553731240202\">@吾六三八</a>:我感觉川普能赢,川普1赔1.5哈里斯1赔3.2。波菜公司的真金白银已做出选择","text":"Replying to @吾六三八:哪里能买//@吾六三八:我感觉川普能赢,川普1赔1.5哈里斯1赔3.2。波菜公司的真金白银已做出选择","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/366360844861760","isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365181804355816,"gmtCreate":1730165884529,"gmtModify":1730165887822,"author":{"id":"3474411519869882","authorId":"3474411519869882","name":"我是想说","avatar":"https://static.tigerbbs.com/e1e1556d127c5dd21ab9916a4e490af0","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3474411519869882","idStr":"3474411519869882"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> 又要高开低走?","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> 又要高开低走?","text":"$小米集团-W(01810)$ 又要高开低走?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/365181804355816","isVote":1,"tweetType":1,"viewCount":247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":628637568,"gmtCreate":1673147134855,"gmtModify":1673147137141,"author":{"id":"3474411519869882","authorId":"3474411519869882","name":"我是想说","avatar":"https://static.tigerbbs.com/e1e1556d127c5dd21ab9916a4e490af0","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3474411519869882","idStr":"3474411519869882"},"themes":[],"htmlText":"小米只适合12.99-15.99,高了22的特斯拉不香?说不定封小米车量产出来了,特斯拉3都进20里了。","listText":"小米只适合12.99-15.99,高了22的特斯拉不香?说不定封小米车量产出来了,特斯拉3都进20里了。","text":"小米只适合12.99-15.99,高了22的特斯拉不香?说不定封小米车量产出来了,特斯拉3都进20里了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/628637568","repostId":"2301681752","repostType":2,"isVote":1,"tweetType":1,"viewCount":2095,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3514252249188822","authorId":"3514252249188822","name":"喀秋莎oo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3514252249188822","idStr":"3514252249188822"},"content":"12.99–15.99实在太低了,那只能微型车。我感觉要做轿跑的话20–25万的价格区间比较合适,不然确实竞争不过别的。毕竟他出来的实在是太晚了","text":"12.99–15.99实在太低了,那只能微型车。我感觉要做轿跑的话20–25万的价格区间比较合适,不然确实竞争不过别的。毕竟他出来的实在是太晚了","html":"12.99–15.99实在太低了,那只能微型车。我感觉要做轿跑的话20–25万的价格区间比较合适,不然确实竞争不过别的。毕竟他出来的实在是太晚了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696500111,"gmtCreate":1640712749333,"gmtModify":1640712749333,"author":{"id":"3474411519869882","authorId":"3474411519869882","name":"我是想说","avatar":"https://static.tigerbbs.com/e1e1556d127c5dd21ab9916a4e490af0","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3474411519869882","idStr":"3474411519869882"},"themes":[],"htmlText":"可以不买,但值得尊重。","listText":"可以不买,但值得尊重。","text":"可以不买,但值得尊重。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696500111","repostId":"2194848076","repostType":2,"repost":{"id":"2194848076","pubTimestamp":1640689500,"share":"https://www.laohu8.com/m/news/2194848076?lang=&edition=full","pubTime":"2021-12-28 19:05","market":"sh","language":"zh","title":"能干翻BBA?中国汽车的真实水平究竟什么样","url":"https://stock-news.laohu8.com/highlight/detail?id=2194848076","media":"硬核看板","summary":"自2015年至今,中国新能源汽车产销量连续6年位居全球第一。","content":"<p>作者:板娘</p>\n<p>如果你在街上驻足,不难发现,以往满大街跑的外国汽车似乎变少了,国产汽车反而更常见。</p>\n<p>过去提起汽车,人们张口便是日系、德系数一遍,基本就把常见车讲得七七八八。而如今再提起,谁不得说一句,国产汽车已然雄起。</p>\n<p>随着新能源汽车的蓬勃发展,国产新能源车抢得先手,稳步迈向全球市场。</p>\n<p>自2015年至今,中国新能源汽车产销量连续6年位居全球第一。在全球销量前十名的车企中,除了首位的特斯拉,其余九家都是中国品牌。</p>\n<p>单看今年11月的成绩单,中国新能源乘用车售出37.85万辆,同比增长122.3%,其中销量破万的车企达到12家。作为唯一销量突破9万辆的车企,比亚迪新能源汽车销量为90142,同比增长247.8%。</p>\n<p>这些数据,放在过去很难想象。</p>\n<p>时代真的变了,不少年轻人似乎不愿选择合资车,长久压抑的中国车企终于有了抬头翻盘的机会。</p>\n<p>这不禁让人好奇,为什么年轻人开始偏爱国产车了?中国汽车的真实水平,到底什么样?</p>\n<p><b>01这届年轻人偏爱国产车</b></p>\n<p>清博研究院出品的《2020新能源汽车发展指数报告》指出,中国“新能源汽车发展综合指数”从2019年开始超过美国;即使到2025年,美国电动车市场体量仍然难以超越中国。</p>\n<p><img src=\"https://static.tigerbbs.com/ee5b116f02ae0d888b7f37c1c3bd627c\" tg-width=\"660\" tg-height=\"387\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>图片来源:清博研究院《2020新能源汽车发展指数报告》</p>\n<p>这体现出人们消费偏好的转变。作为当下汽车消费的主力军,90后、00后的消费行为趋于理性,购车时并不会盲从传统品牌,而会进行成本、技术等多维度的考量。</p>\n<p>就外国豪华车品牌而言,“豪华”的定位决定其在定价上的姿态更高。除了品牌溢价,进口关税、运费等成本也会拉高终端价格。而中国的新能源车,在客观上有先进技术支撑,主观上又压缩了不必要的成本,最终呈现的性价比自然更胜一筹。</p>\n<p>与此同时,比亚迪一类的中国自主品牌已经不满足于中低端市场,反而逆势上扬,并且由于价格的提升和技术成正比,国产高端车型也逐步得到消费者的认可。</p>\n<p>根据汽车产业数字化应用服务商威尔森的数据监测显示,今年1-7月,比亚迪平均售价15.18万,高于许多合资车品牌,且差距逐渐拉大。</p>\n<p>这届年轻人,为品牌溢价买单更理性,市场销量就是最好的证明。</p>\n<p>回看今年前三季度,比亚迪在7月、9月、10月都拿下新能源汽车的月销冠军。进入11月,“汉”和“汉EV”的销量均突破1万量,成为首款月销破万的纯电动中大型轿车,也是为数不多的能与“BBA”(奔驰、宝马、奥迪)正面竞争的国产中大型轿车。</p>\n<p>凭借自主创新、掌握核心技术而形成的先手优势,中国车企逐渐成为能源市场的核心。豪华车市场这块蛋糕,终于轮到国产汽车来主刀了。</p>\n<p><b>02国产汽车是如何逆袭的</b></p>\n<p>中国新能源车的发展路径,与燃油车不同。</p>\n<p>上世纪八十年代,中国汽车行业缺乏造车的核心技术和资金,国家为此推出“以市场换技术”的政策,希望通过合资建厂,快速学习欧美日车企的先进技术,来发展中国人自己的汽车工业。</p>\n<p>有人认为,“市场换技术”是一段屈辱史,这是因为中国车企虽学得国外先进技术,但却在传统燃油车的发动机、变速箱等核心技术领域,仍然受制于人。</p>\n<p>尤其在2001年中国加入WTO后,开放的市场环境为中国汽车产业带来了更大压力。中国汽车战略转型迫在眉睫,唯有拥有自研技术,才能在市场掌握话语权。</p>\n<p>如今的中国新能源汽车之所以能抢跑,正是因为经过10多年的发展,在最核心的“电池、电机、电控”三电技术上,中国车企已经接轨国际,甚至呈领先水平。</p>\n<p>这并非诳语,而是有例可证的事实:</p>\n<p>在电池方面,比亚迪、宁德时代、国轩高科、蜂巢能源、孚能科技等企业都进入了海外车企供应商名单;</p>\n<p>在电机方面,我国自主配套驱动电机、电机控制器和电驱动总成比例达到95%以上,基本实现国产替代;在电控方面,部分核心零部件取得国产突破,甚至连IGBT芯片也被比亚迪成功研发。</p>\n<p><img src=\"https://static.tigerbbs.com/2101dff043a39ccfbd18236a40482a86\" tg-width=\"660\" tg-height=\"452\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>图片来源:比亚迪官网</p>\n<p>这就好比长久被打压的主角,坚持默默修炼,终于名扬天下。</p>\n<p>听着像是爽文故事,其实是一种必然趋势。</p>\n<p><b>03中国新能源汽车到底强在哪?</b></p>\n<p>曾经很多人选择合资车的理由是“仰慕品控”,但如今进入新能源赛道,汽车拼的不仅是品控过人,还有电动化、智能化技术。</p>\n<p>从新能源汽车市场第一梯队的比亚迪身上,可窥一斑。</p>\n<p>比亚迪诞生于深圳。在每10个市民中就有1.5个是科技工作者的深圳,研发团队超过3.5万人的比亚迪仿佛热闹车市中的“技术宅”。</p>\n<p>在企查查大数据研究院的《新能源汽车专利20强企业榜单》中,比亚迪位居榜首,当时手握9426项专利,是其他19强平均专利数的7倍。</p>\n<p><img src=\"https://static.tigerbbs.com/ba783b06c3c184c17c6737d061b335ff\" tg-width=\"660\" tg-height=\"778\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>图片来源:企查查大数据研究院《新能源汽车专利20强企业榜单》</p>\n<p>这几乎让人忘记比亚迪其实是做电池起家的。</p>\n<p><b>| 刀片电池消灭电池自燃</b></p>\n<p>在上世纪九十年代,比亚迪做电池的时候,就已实现销售额破亿。靠着雄厚技术,比亚迪在新领域大展身手,而后推出拳头产品刀片电池。</p>\n<p><img src=\"https://static.tigerbbs.com/613469a49d99791d736e2e28c159c0cf\" tg-width=\"660\" tg-height=\"356\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>图片来源:比亚迪官网</p>\n<p>众所周知,“电池自燃”是新能源车主最担忧的问题之一。尤其是搭载有三元锂电池、磷酸铁锂块状电池的新能源车,自燃事故更相对常见。</p>\n<p>在安全性方面,比亚迪自研的刀片电池,与三元锂电池、磷酸铁锂块状电池一同挑战针刺测试,在被异物刺穿电池内部后,是唯一一个不起火、不爆燃的动力电池。</p>\n<p><img src=\"https://static.tigerbbs.com/aa3e0f24c636c0b4a6a9dbc6df03b61b\" tg-width=\"640\" tg-height=\"348\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>图片来源:比亚迪发布会</p>\n<p>这个特点,将“电池自燃”从新能源汽车的字典中彻底抹去。</p>\n<p><b>| DM技术终结合资霸权</b></p>\n<p>关键技术是常胜的秘诀,更是自主品牌换道超车的基石。</p>\n<p>早在2004年,比亚迪就开始研发插电式混动技术。四年之后,比亚迪对外发布全球首款量产的插电式混动汽车F3DM,在特斯拉还没找准新能源车赛道时,比亚迪就已经率先抢跑。</p>\n<p>今年1月,比亚迪正式发布DM-i超级混动,搭载以电为主的超级电混系统,亏电油耗低至3.8L/百公里,可油可电综合续航里程突破1200公里,几乎足以降维打击同级别燃油车。</p>\n<p>如今,很多自主品牌都有资本与合资品牌一较高下,但在A级轿车(紧凑型家用轿车)市场,第一梯队仍难见到自主品牌的身影。</p>\n<p>当比亚迪携秦PLUS DM-i进入市场,犹如在平静的湖面扔下一枚“炸弹”,销量逐月猛增,让人替合资车捏一把冷汗。</p>\n<p>今年11月,秦系车型售出30049辆,杀入中国A级轿车销量榜前三,合资品牌对A级车市场的垄断由此被打破。</p>\n<p>随着DM技术不断迭代升级,比亚迪顺利坐上新能源领域领头羊的位置。在其位谋其职,在推动新能源车普及方面,比亚迪也起到表率作用。</p>\n<p>根据我国汽车工程协会发布的《节能与新能源技术路线图2.0》,到2025年,混动新车占新能源汽车的50%以上;到2035年,混动新车完全取代传统燃油车。</p>\n<p>在加速汽车产业电动化转型的过程中,混动技术的发展至关重要。DM-i超级混动具有油耗低、动力足的特点,有效打破燃油车与新能源车市场的平衡,使天平向新能源车倾斜,助攻自主品牌逆风翻盘。</p>\n<p><img src=\"https://static.tigerbbs.com/fa082cc1b7e0ec58c0109c4755cb5de4\" tg-width=\"660\" tg-height=\"224\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">、</p>\n<p>图片来源:比亚迪官网</p>\n<p><b>| e平台让新能源国产车走向崛起</b></p>\n<p>比亚迪值得一提的新技术还有e平台。</p>\n<p>这个融合了刀片电池,具备“八合一”电驱动系统和域控制等全球领先黑科技的技术平台,被定位为“全球开放共享的下一代智能电动车解决方案”,是一个能够充分发挥电动优势的纯电动车专属技术平台,也映射出比亚迪26年如一日的钻研精神。</p>\n<p>更新至3.0的e平台,充分释放“电动”带来的智能优势、高效优势、安全优势、美学优势,包括新功能的迭代速度可以从两个月缩短至两周;百公里加速最快至2.9S;百公里电耗比同级别车型降低10%;续航里程最大可突破1000公里。</p>\n<p><img src=\"https://static.tigerbbs.com/ab8f3f398cfb0d6e25d05602cfa6ecb9\" tg-width=\"660\" tg-height=\"371\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>图片来源:比亚迪官网</p>\n<p>e平台不仅对比亚迪具有里程碑意义,其向行业开放共享,对整个行业更是有重要影响。</p>\n<p>曾经在“市场换技术”的余温下,中国汽车市场养成一种“衣来伸手饭来张口”的习惯。一款车只要配置高大上,外观内饰过得去,再加上营销包装,总有希望大卖,但究其内核,经不起推敲。</p>\n<p>而以e平台为代表的纯电汽车平台,则是我国车企在技术和研发实力上的突破。从制定战略到投入研发、检验工艺,再到投入市场,每个环节少说也要花掉上亿,整个过程至少需要4、5年时间,不是一个只会讲PPT的、卖弄情怀的造车新势力轻易就能做到的。</p>\n<p>从e平台1.0升级到3.0,比亚迪从产品内在做起,就是为了在市场上更稳的立足,为国产汽车的崛起做铺垫。</p>\n<p>在未来,以e平台为代表的造车平台,或许能加速传统燃油车向新能源汽车的转变,推动新能源汽车的产业化和中国汽车的整体发展。</p>\n<p><b>| 芯片没有卡住比亚迪</b></p>\n<p>新能源汽车的命脉是IGBT芯片,重要性仅排在最关键的动力电池之后。作为“电动汽车的CPU”,IGBT芯片是电动的核心,负责控制电能传输、电动车扭矩、最大输出功率等指标,甚至连空调、智能系统也受其掌控,可谓牵一发而动全身。</p>\n<p>如此重要的芯片,却由于制造难度大、投入高等原因,其核心技术一直掌握在外国厂商手里,制约中国汽车发展。中国每年需要花费百亿成本从国外进口,采购成本高出2-3倍。</p>\n<p>而率先打破芯片垄断的,还是比亚迪。</p>\n<p>从2005年开始,比亚迪就组建了IGBT研发团队。2008年,比亚迪收购宁波中纬半导体晶圆厂,开始自主研发车规级IGBT芯片。至2018年,比亚迪IGBT4.0技术上线,新能源汽车终于有了中国芯。</p>\n<p>与市场主流产品相比,比亚迪的IGBT 4.0产品的综合损耗降低了约20%,温度循环寿命可以做到当前市场主流产品的10倍以上。</p>\n<p>这是属于中国汽车的共同荣誉,也是逆袭市场的底气。</p>\n<p><b>| 全球化的多元式发展</b></p>\n<p>此外,比亚迪还将业务拓展到海外,是典型的产业不只有汽车,业务不只在中国的科技型集团企业。</p>\n<p>如今的比亚迪新能源大巴、储能站已经遍布全球六大洲,成为中国新能源汽车对外的一张名片,还有驰名中外的出海光伏业务、储能业务、轨道产品(已落户巴西)等等。</p>\n<p>依靠自主创新,比亚迪已经构建出一个强大的技术帝国,并凭借此,在2020年售出17.92万辆汽车,进入全球新能源汽车企业销量的前三甲;</p>\n<p>于2021年成为行业首个进入新能源车“百万辆俱乐部”的中国品牌,其国内销量甚至曾一度打败特斯拉,位居第一。</p>\n<p><b>04中国汽车未来看新能源</b></p>\n<p>在全球“碳达峰、碳中和”的大背景下,新能源汽车已经进入爆发式增长的黄金阶段。</p>\n<p>据中国汽车工业协会预测,中国新能源汽车全年销量有望达到340万辆,同比增长1.6倍。</p>\n<p>而与传统燃油车不同,新能源汽车这条赛道涉及固态电池、氢燃料电池、自动驾驶、AI人工智能、芯片、大数据等多个技术交叉,技术演变的速度超过以往任何时代。即便是特斯拉,也无法独享中国新能源市场的红利。</p>\n<p>三十年前,中国曾苦于技术,不得不让出市场。机遇与风险之下,换来的技术却甚少接触到核心。而今踏足新能源领域,市场已经变了,新的赛道是新的光景,自主品牌大有可为。</p>\n<p>正如比亚迪坚持的,技术为战略服务。正是这些技术让比亚迪成为外国车企最有力的竞争者之一,让自主品牌站上了一个新的高度。</p>\n<p>在全球汽车强国中,中国是最有希望构建出全球新能源产业集群高地的国家之一。这里有最多的人才储备,更优的新能源核心产业链的制造能力,以及更强大的政策支撑。</p>\n<p>比亚迪只是中国新能源汽车行业集群的一个缩影。正是有无数这样坚持的中国车企共同努力,攻坚掌握核心技术,提前布局,中国汽车才得以实现对海外车企的换道超车,在新能源汽车领域完成逆袭,加入第一阵营,再一次跑出中国速度。</p>","source":"lsy1640692692601","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>能干翻BBA?中国汽车的真实水平究竟什么样</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n能干翻BBA?中国汽车的真实水平究竟什么样\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-28 19:05 北京时间 <a href=https://www.163.com/news/article/GS06U3UA00019HUL.html><strong>硬核看板</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者:板娘\n如果你在街上驻足,不难发现,以往满大街跑的外国汽车似乎变少了,国产汽车反而更常见。\n过去提起汽车,人们张口便是日系、德系数一遍,基本就把常见车讲得七七八八。而如今再提起,谁不得说一句,国产汽车已然雄起。\n随着新能源汽车的蓬勃发展,国产新能源车抢得先手,稳步迈向全球市场。\n自2015年至今,中国新能源汽车产销量连续6年位居全球第一。在全球销量前十名的车企中,除了首位的特斯拉,其余九家都是...</p>\n\n<a href=\"https://www.163.com/news/article/GS06U3UA00019HUL.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/22054da428e540d29a6ef6d1fd1800ee","relate_stocks":{"161028":"新能源车"},"source_url":"https://www.163.com/news/article/GS06U3UA00019HUL.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2194848076","content_text":"作者:板娘\n如果你在街上驻足,不难发现,以往满大街跑的外国汽车似乎变少了,国产汽车反而更常见。\n过去提起汽车,人们张口便是日系、德系数一遍,基本就把常见车讲得七七八八。而如今再提起,谁不得说一句,国产汽车已然雄起。\n随着新能源汽车的蓬勃发展,国产新能源车抢得先手,稳步迈向全球市场。\n自2015年至今,中国新能源汽车产销量连续6年位居全球第一。在全球销量前十名的车企中,除了首位的特斯拉,其余九家都是中国品牌。\n单看今年11月的成绩单,中国新能源乘用车售出37.85万辆,同比增长122.3%,其中销量破万的车企达到12家。作为唯一销量突破9万辆的车企,比亚迪新能源汽车销量为90142,同比增长247.8%。\n这些数据,放在过去很难想象。\n时代真的变了,不少年轻人似乎不愿选择合资车,长久压抑的中国车企终于有了抬头翻盘的机会。\n这不禁让人好奇,为什么年轻人开始偏爱国产车了?中国汽车的真实水平,到底什么样?\n01这届年轻人偏爱国产车\n清博研究院出品的《2020新能源汽车发展指数报告》指出,中国“新能源汽车发展综合指数”从2019年开始超过美国;即使到2025年,美国电动车市场体量仍然难以超越中国。\n\n图片来源:清博研究院《2020新能源汽车发展指数报告》\n这体现出人们消费偏好的转变。作为当下汽车消费的主力军,90后、00后的消费行为趋于理性,购车时并不会盲从传统品牌,而会进行成本、技术等多维度的考量。\n就外国豪华车品牌而言,“豪华”的定位决定其在定价上的姿态更高。除了品牌溢价,进口关税、运费等成本也会拉高终端价格。而中国的新能源车,在客观上有先进技术支撑,主观上又压缩了不必要的成本,最终呈现的性价比自然更胜一筹。\n与此同时,比亚迪一类的中国自主品牌已经不满足于中低端市场,反而逆势上扬,并且由于价格的提升和技术成正比,国产高端车型也逐步得到消费者的认可。\n根据汽车产业数字化应用服务商威尔森的数据监测显示,今年1-7月,比亚迪平均售价15.18万,高于许多合资车品牌,且差距逐渐拉大。\n这届年轻人,为品牌溢价买单更理性,市场销量就是最好的证明。\n回看今年前三季度,比亚迪在7月、9月、10月都拿下新能源汽车的月销冠军。进入11月,“汉”和“汉EV”的销量均突破1万量,成为首款月销破万的纯电动中大型轿车,也是为数不多的能与“BBA”(奔驰、宝马、奥迪)正面竞争的国产中大型轿车。\n凭借自主创新、掌握核心技术而形成的先手优势,中国车企逐渐成为能源市场的核心。豪华车市场这块蛋糕,终于轮到国产汽车来主刀了。\n02国产汽车是如何逆袭的\n中国新能源车的发展路径,与燃油车不同。\n上世纪八十年代,中国汽车行业缺乏造车的核心技术和资金,国家为此推出“以市场换技术”的政策,希望通过合资建厂,快速学习欧美日车企的先进技术,来发展中国人自己的汽车工业。\n有人认为,“市场换技术”是一段屈辱史,这是因为中国车企虽学得国外先进技术,但却在传统燃油车的发动机、变速箱等核心技术领域,仍然受制于人。\n尤其在2001年中国加入WTO后,开放的市场环境为中国汽车产业带来了更大压力。中国汽车战略转型迫在眉睫,唯有拥有自研技术,才能在市场掌握话语权。\n如今的中国新能源汽车之所以能抢跑,正是因为经过10多年的发展,在最核心的“电池、电机、电控”三电技术上,中国车企已经接轨国际,甚至呈领先水平。\n这并非诳语,而是有例可证的事实:\n在电池方面,比亚迪、宁德时代、国轩高科、蜂巢能源、孚能科技等企业都进入了海外车企供应商名单;\n在电机方面,我国自主配套驱动电机、电机控制器和电驱动总成比例达到95%以上,基本实现国产替代;在电控方面,部分核心零部件取得国产突破,甚至连IGBT芯片也被比亚迪成功研发。\n\n图片来源:比亚迪官网\n这就好比长久被打压的主角,坚持默默修炼,终于名扬天下。\n听着像是爽文故事,其实是一种必然趋势。\n03中国新能源汽车到底强在哪?\n曾经很多人选择合资车的理由是“仰慕品控”,但如今进入新能源赛道,汽车拼的不仅是品控过人,还有电动化、智能化技术。\n从新能源汽车市场第一梯队的比亚迪身上,可窥一斑。\n比亚迪诞生于深圳。在每10个市民中就有1.5个是科技工作者的深圳,研发团队超过3.5万人的比亚迪仿佛热闹车市中的“技术宅”。\n在企查查大数据研究院的《新能源汽车专利20强企业榜单》中,比亚迪位居榜首,当时手握9426项专利,是其他19强平均专利数的7倍。\n\n图片来源:企查查大数据研究院《新能源汽车专利20强企业榜单》\n这几乎让人忘记比亚迪其实是做电池起家的。\n| 刀片电池消灭电池自燃\n在上世纪九十年代,比亚迪做电池的时候,就已实现销售额破亿。靠着雄厚技术,比亚迪在新领域大展身手,而后推出拳头产品刀片电池。\n\n图片来源:比亚迪官网\n众所周知,“电池自燃”是新能源车主最担忧的问题之一。尤其是搭载有三元锂电池、磷酸铁锂块状电池的新能源车,自燃事故更相对常见。\n在安全性方面,比亚迪自研的刀片电池,与三元锂电池、磷酸铁锂块状电池一同挑战针刺测试,在被异物刺穿电池内部后,是唯一一个不起火、不爆燃的动力电池。\n\n图片来源:比亚迪发布会\n这个特点,将“电池自燃”从新能源汽车的字典中彻底抹去。\n| DM技术终结合资霸权\n关键技术是常胜的秘诀,更是自主品牌换道超车的基石。\n早在2004年,比亚迪就开始研发插电式混动技术。四年之后,比亚迪对外发布全球首款量产的插电式混动汽车F3DM,在特斯拉还没找准新能源车赛道时,比亚迪就已经率先抢跑。\n今年1月,比亚迪正式发布DM-i超级混动,搭载以电为主的超级电混系统,亏电油耗低至3.8L/百公里,可油可电综合续航里程突破1200公里,几乎足以降维打击同级别燃油车。\n如今,很多自主品牌都有资本与合资品牌一较高下,但在A级轿车(紧凑型家用轿车)市场,第一梯队仍难见到自主品牌的身影。\n当比亚迪携秦PLUS DM-i进入市场,犹如在平静的湖面扔下一枚“炸弹”,销量逐月猛增,让人替合资车捏一把冷汗。\n今年11月,秦系车型售出30049辆,杀入中国A级轿车销量榜前三,合资品牌对A级车市场的垄断由此被打破。\n随着DM技术不断迭代升级,比亚迪顺利坐上新能源领域领头羊的位置。在其位谋其职,在推动新能源车普及方面,比亚迪也起到表率作用。\n根据我国汽车工程协会发布的《节能与新能源技术路线图2.0》,到2025年,混动新车占新能源汽车的50%以上;到2035年,混动新车完全取代传统燃油车。\n在加速汽车产业电动化转型的过程中,混动技术的发展至关重要。DM-i超级混动具有油耗低、动力足的特点,有效打破燃油车与新能源车市场的平衡,使天平向新能源车倾斜,助攻自主品牌逆风翻盘。\n、\n图片来源:比亚迪官网\n| e平台让新能源国产车走向崛起\n比亚迪值得一提的新技术还有e平台。\n这个融合了刀片电池,具备“八合一”电驱动系统和域控制等全球领先黑科技的技术平台,被定位为“全球开放共享的下一代智能电动车解决方案”,是一个能够充分发挥电动优势的纯电动车专属技术平台,也映射出比亚迪26年如一日的钻研精神。\n更新至3.0的e平台,充分释放“电动”带来的智能优势、高效优势、安全优势、美学优势,包括新功能的迭代速度可以从两个月缩短至两周;百公里加速最快至2.9S;百公里电耗比同级别车型降低10%;续航里程最大可突破1000公里。\n\n图片来源:比亚迪官网\ne平台不仅对比亚迪具有里程碑意义,其向行业开放共享,对整个行业更是有重要影响。\n曾经在“市场换技术”的余温下,中国汽车市场养成一种“衣来伸手饭来张口”的习惯。一款车只要配置高大上,外观内饰过得去,再加上营销包装,总有希望大卖,但究其内核,经不起推敲。\n而以e平台为代表的纯电汽车平台,则是我国车企在技术和研发实力上的突破。从制定战略到投入研发、检验工艺,再到投入市场,每个环节少说也要花掉上亿,整个过程至少需要4、5年时间,不是一个只会讲PPT的、卖弄情怀的造车新势力轻易就能做到的。\n从e平台1.0升级到3.0,比亚迪从产品内在做起,就是为了在市场上更稳的立足,为国产汽车的崛起做铺垫。\n在未来,以e平台为代表的造车平台,或许能加速传统燃油车向新能源汽车的转变,推动新能源汽车的产业化和中国汽车的整体发展。\n| 芯片没有卡住比亚迪\n新能源汽车的命脉是IGBT芯片,重要性仅排在最关键的动力电池之后。作为“电动汽车的CPU”,IGBT芯片是电动的核心,负责控制电能传输、电动车扭矩、最大输出功率等指标,甚至连空调、智能系统也受其掌控,可谓牵一发而动全身。\n如此重要的芯片,却由于制造难度大、投入高等原因,其核心技术一直掌握在外国厂商手里,制约中国汽车发展。中国每年需要花费百亿成本从国外进口,采购成本高出2-3倍。\n而率先打破芯片垄断的,还是比亚迪。\n从2005年开始,比亚迪就组建了IGBT研发团队。2008年,比亚迪收购宁波中纬半导体晶圆厂,开始自主研发车规级IGBT芯片。至2018年,比亚迪IGBT4.0技术上线,新能源汽车终于有了中国芯。\n与市场主流产品相比,比亚迪的IGBT 4.0产品的综合损耗降低了约20%,温度循环寿命可以做到当前市场主流产品的10倍以上。\n这是属于中国汽车的共同荣誉,也是逆袭市场的底气。\n| 全球化的多元式发展\n此外,比亚迪还将业务拓展到海外,是典型的产业不只有汽车,业务不只在中国的科技型集团企业。\n如今的比亚迪新能源大巴、储能站已经遍布全球六大洲,成为中国新能源汽车对外的一张名片,还有驰名中外的出海光伏业务、储能业务、轨道产品(已落户巴西)等等。\n依靠自主创新,比亚迪已经构建出一个强大的技术帝国,并凭借此,在2020年售出17.92万辆汽车,进入全球新能源汽车企业销量的前三甲;\n于2021年成为行业首个进入新能源车“百万辆俱乐部”的中国品牌,其国内销量甚至曾一度打败特斯拉,位居第一。\n04中国汽车未来看新能源\n在全球“碳达峰、碳中和”的大背景下,新能源汽车已经进入爆发式增长的黄金阶段。\n据中国汽车工业协会预测,中国新能源汽车全年销量有望达到340万辆,同比增长1.6倍。\n而与传统燃油车不同,新能源汽车这条赛道涉及固态电池、氢燃料电池、自动驾驶、AI人工智能、芯片、大数据等多个技术交叉,技术演变的速度超过以往任何时代。即便是特斯拉,也无法独享中国新能源市场的红利。\n三十年前,中国曾苦于技术,不得不让出市场。机遇与风险之下,换来的技术却甚少接触到核心。而今踏足新能源领域,市场已经变了,新的赛道是新的光景,自主品牌大有可为。\n正如比亚迪坚持的,技术为战略服务。正是这些技术让比亚迪成为外国车企最有力的竞争者之一,让自主品牌站上了一个新的高度。\n在全球汽车强国中,中国是最有希望构建出全球新能源产业集群高地的国家之一。这里有最多的人才储备,更优的新能源核心产业链的制造能力,以及更强大的政策支撑。\n比亚迪只是中国新能源汽车行业集群的一个缩影。正是有无数这样坚持的中国车企共同努力,攻坚掌握核心技术,提前布局,中国汽车才得以实现对海外车企的换道超车,在新能源汽车领域完成逆袭,加入第一阵营,再一次跑出中国速度。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1482,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":330475950,"gmtCreate":1608687836470,"gmtModify":1703736172916,"author":{"id":"3474411519869882","authorId":"3474411519869882","name":"我是想说","avatar":"https://static.tigerbbs.com/e1e1556d127c5dd21ab9916a4e490af0","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3474411519869882","idStr":"3474411519869882"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XNET\">$迅雷(XNET)$</a>迅雷几个月没用过,都卸载了。反正我空他了。","listText":"<a href=\"https://laohu8.com/S/XNET\">$迅雷(XNET)$</a>迅雷几个月没用过,都卸载了。反正我空他了。","text":"$迅雷(XNET)$迅雷几个月没用过,都卸载了。反正我空他了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/330475950","isVote":1,"tweetType":1,"viewCount":1152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":394892241,"gmtCreate":1607991334083,"gmtModify":1703850464767,"author":{"id":"3474411519869882","authorId":"3474411519869882","name":"我是想说","avatar":"https://static.tigerbbs.com/e1e1556d127c5dd21ab9916a4e490af0","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3474411519869882","idStr":"3474411519869882"},"themes":[],"htmlText":"拼多多很多用户都是被薅羊毛党和砍一刀拉来的,客户价值不高。","listText":"拼多多很多用户都是被薅羊毛党和砍一刀拉来的,客户价值不高。","text":"拼多多很多用户都是被薅羊毛党和砍一刀拉来的,客户价值不高。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/394892241","repostId":"2090077613","repostType":2,"isVote":1,"tweetType":1,"viewCount":2088,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":395119898,"gmtCreate":1607604071014,"gmtModify":1703848975691,"author":{"id":"3474411519869882","authorId":"3474411519869882","name":"我是想说","avatar":"https://static.tigerbbs.com/e1e1556d127c5dd21ab9916a4e490af0","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3474411519869882","idStr":"3474411519869882"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>反正我就觉得拼多多市值不应该超过京东这么多,虽然我空拼多多已经亏了1w刀。","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>反正我就觉得拼多多市值不应该超过京东这么多,虽然我空拼多多已经亏了1w刀。","text":"$拼多多(PDD)$反正我就觉得拼多多市值不应该超过京东这么多,虽然我空拼多多已经亏了1w刀。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/395119898","isVote":1,"tweetType":1,"viewCount":2956,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308023057,"gmtCreate":1603803593979,"gmtModify":1703830783635,"author":{"id":"3474411519869882","authorId":"3474411519869882","name":"我是想说","avatar":"https://static.tigerbbs.com/e1e1556d127c5dd21ab9916a4e490af0","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3474411519869882","idStr":"3474411519869882"},"themes":[],"htmlText":"我咋感觉不安逸呢,感觉回到了iPhone4","listText":"我咋感觉不安逸呢,感觉回到了iPhone4","text":"我咋感觉不安逸呢,感觉回到了iPhone4","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308023057","repostId":"1118163982","repostType":4,"repost":{"id":"1118163982","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":1603802151,"share":"https://www.laohu8.com/m/news/1118163982?lang=&edition=full","pubTime":"2020-10-27 20:35","market":"us","language":"zh","title":"销售火爆,iPhone 12加单200万部","url":"https://stock-news.laohu8.com/highlight/detail?id=1118163982","media":"老虎资讯综合","summary":"从iPhone产业链传出消息,由于销售火爆,iPhone12加单了。对此,记者从业内人士处证实,目前iPhone 12加单了200万部。信达证券预计,苹果今年第四季度供应链订单在8000万至8500万","content":"<p>从iPhone产业链传出消息,由于销售火爆,iPhone12加单了。对此,记者从业内人士处证实,目前iPhone 12加单了200万部。</p><p>信达证券预计,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>今年第四季度供应链订单在8000万至8500万部,2021年销量有望达2.3亿-2.4亿部。</p><p><img src=\"https://static.tigerbbs.com/b14d5dde55d2fbbaef5d4356a2ba8485\" tg-width=\"840\" tg-height=\"470\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>销售火爆,iPhone 12加单200万部</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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12加单了200万部。</p><p>信达证券预计,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>今年第四季度供应链订单在8000万至8500万部,2021年销量有望达2.3亿-2.4亿部。</p><p><img src=\"https://static.tigerbbs.com/b14d5dde55d2fbbaef5d4356a2ba8485\" tg-width=\"840\" tg-height=\"470\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6ce59c554981973c5e5d84a91b308bba","relate_stocks":{"AAPL":"苹果"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118163982","content_text":"从iPhone产业链传出消息,由于销售火爆,iPhone12加单了。对此,记者从业内人士处证实,目前iPhone 12加单了200万部。信达证券预计,苹果今年第四季度供应链订单在8000万至8500万部,2021年销量有望达2.3亿-2.4亿部。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1483,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":977229955,"gmtCreate":1601615070877,"gmtModify":1703824895510,"author":{"id":"3474411519869882","authorId":"3474411519869882","name":"我是想说","avatar":"https://static.tigerbbs.com/e1e1556d127c5dd21ab9916a4e490af0","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3474411519869882","idStr":"3474411519869882"},"themes":[],"htmlText":"恭喜恭喜","listText":"恭喜恭喜","text":"恭喜恭喜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/977229955","repostId":"1105932044","repostType":4,"repost":{"id":"1105932044","pubTimestamp":1601614835,"share":"https://www.laohu8.com/m/news/1105932044?lang=&edition=full","pubTime":"2020-10-02 13:00","market":"hk","language":"zh","title":"特朗普确诊新冠,美股期货、原油期货暴跌","url":"https://stock-news.laohu8.com/highlight/detail?id=1105932044","media":"中国日报网","summary":"刚刚,美国总统特朗普发推特称,他和妻子新冠病毒检测呈阳性。 \n\n美股指期货闻讯短线下挫,三大股指期货均跌超1%。 标普500指数期货下跌1.22%,纳斯达克100指数期货下跌1.27%,道琼斯工业平均指数期货下跌1.29% 。\n\n\n\n布伦特和WTI原油期货下跌。美、布原油期货跌幅一度扩大至2%。\n\n\n\n富时中国A50指数期货跌超2%。\n\n\n\n另外,现货黄金迅速回升至1900美元/盎司上方,现货白银转涨,此前一度跌近1%。","content":"<div>\n<p>刚刚,美国总统特朗普发推特称,他和妻子新冠病毒检测呈阳性。 美股指期货闻讯短线下挫,三大股指期货均跌超1%。 标普500指数期货下跌1.22%,纳斯达克100指数期货下跌1.27%,道琼斯工业平均指数期货下跌1.29% 。布伦特和WTI原油期货下跌。美、布原油期货跌幅一度扩大至2%。富时中国A50指数期货跌超2%。另外,现货黄金迅速回升至1900美元/盎司上方,现货白银转涨,此前一度跌近...</p>\n\n<a href=\"https://www.weibo.com/2127460165/Jnjtrx6Qu?from=page_1002062127460165_profile&wvr=6&mod=weibotime&type=comment\">Web Link</a>\n\n</div>\n","source":"highlight_chinadaily","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>特朗普确诊新冠,美股期货、原油期货暴跌</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{ 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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特朗普确诊新冠,美股期货、原油期货暴跌\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-10-02 13:00 北京时间 <a href=https://www.weibo.com/2127460165/Jnjtrx6Qu?from=page_1002062127460165_profile&wvr=6&mod=weibotime&type=comment><strong>中国日报网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>刚刚,美国总统特朗普发推特称,他和妻子新冠病毒检测呈阳性。 美股指期货闻讯短线下挫,三大股指期货均跌超1%。 标普500指数期货下跌1.22%,纳斯达克100指数期货下跌1.27%,道琼斯工业平均指数期货下跌1.29% 。布伦特和WTI原油期货下跌。美、布原油期货跌幅一度扩大至2%。富时中国A50指数期货跌超2%。另外,现货黄金迅速回升至1900美元/盎司上方,现货白银转涨,此前一度跌近...</p>\n\n<a href=\"https://www.weibo.com/2127460165/Jnjtrx6Qu?from=page_1002062127460165_profile&wvr=6&mod=weibotime&type=comment\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c21335c9fbf67353f7991d911935c983","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 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16:03","market":"us","language":"zh","title":"盘前异动:美股指期货强势拉升,邮轮股集体反弹","url":"https://stock-news.laohu8.com/highlight/detail?id=1100202549","media":"老虎资讯综合","summary":"4月9日,美国股指期货持续拉升,截止发稿,道指期货涨1.38%;纳指期货涨超0.81%;标普500指数期货涨1.11%。邮轮股延续涨势,皇家加勒比邮轮盘前涨6.52%,嘉年华邮轮盘前涨7.92%,挪威","content":"<p>4月9日,美国股指期货持续拉升,截止发稿,道指期货涨1.38%;纳指期货涨超0.81%;标普500指数期货涨1.11%。</p><p><img src=\"https://static.tigerbbs.com/d89972f214d4ee8ad633141d85f8f10c\" /></p><p><span>邮轮股延续涨势,<a href=\"https://laohu8.com/S/RCL\">皇家加勒比邮轮</a>盘前涨6.52%,<a href=\"https://laohu8.com/S/CCL\">嘉年华邮轮</a>盘前涨7.92%,<a href=\"https://laohu8.com/S/NCLH\">挪威邮轮</a>盘前涨8.19%。</span></p><p><span>航空板块走高,<a href=\"https://laohu8.com/S/AAL\">美国航空</a>集团涨7.24%,<a href=\"https://laohu8.com/S/DAL\">达美航空</a>涨5.38%,<a href=\"https://laohu8.com/S/BA\">波音</a>涨3.30%。</span></p><p><b>其他市场</b></p><p>欧股全线走高,截止发稿,<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数涨3.02%,德国DAX指数涨2.16%,欧洲斯托克50指数涨1.61%。</p><p><img src=\"https://static.tigerbbs.com/1ba9cac3db2f7a137bba8f98a3bc7c8a\" /></p><p>美、布两油大幅走高,截止发稿,WTI原油期货现报26.43美元/桶,布伦特原油期货33.90美元/桶。</p><p>现货黄金日内涨幅扩大至0.82%,现报1659美元/盎司。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>盘前异动:美股指期货强势拉升,邮轮股集体反弹</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{ 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}\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盘前异动:美股指期货强势拉升,邮轮股集体反弹\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\">2020-04-09 16:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>4月9日,美国股指期货持续拉升,截止发稿,道指期货涨1.38%;纳指期货涨超0.81%;标普500指数期货涨1.11%。</p><p><img src=\"https://static.tigerbbs.com/d89972f214d4ee8ad633141d85f8f10c\" /></p><p><span>邮轮股延续涨势,<a href=\"https://laohu8.com/S/RCL\">皇家加勒比邮轮</a>盘前涨6.52%,<a href=\"https://laohu8.com/S/CCL\">嘉年华邮轮</a>盘前涨7.92%,<a href=\"https://laohu8.com/S/NCLH\">挪威邮轮</a>盘前涨8.19%。</span></p><p><span>航空板块走高,<a href=\"https://laohu8.com/S/AAL\">美国航空</a>集团涨7.24%,<a href=\"https://laohu8.com/S/DAL\">达美航空</a>涨5.38%,<a href=\"https://laohu8.com/S/BA\">波音</a>涨3.30%。</span></p><p><b>其他市场</b></p><p>欧股全线走高,截止发稿,<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数涨3.02%,德国DAX指数涨2.16%,欧洲斯托克50指数涨1.61%。</p><p><img src=\"https://static.tigerbbs.com/1ba9cac3db2f7a137bba8f98a3bc7c8a\" /></p><p>美、布两油大幅走高,截止发稿,WTI原油期货现报26.43美元/桶,布伦特原油期货33.90美元/桶。</p><p>现货黄金日内涨幅扩大至0.82%,现报1659美元/盎司。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite","SPY":"标普500ETF"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100202549","content_text":"4月9日,美国股指期货持续拉升,截止发稿,道指期货涨1.38%;纳指期货涨超0.81%;标普500指数期货涨1.11%。邮轮股延续涨势,皇家加勒比邮轮盘前涨6.52%,嘉年华邮轮盘前涨7.92%,挪威邮轮盘前涨8.19%。航空板块走高,美国航空集团涨7.24%,达美航空涨5.38%,波音涨3.30%。其他市场欧股全线走高,截止发稿,英国富时100指数涨3.02%,德国DAX指数涨2.16%,欧洲斯托克50指数涨1.61%。美、布两油大幅走高,截止发稿,WTI原油期货现报26.43美元/桶,布伦特原油期货33.90美元/桶。现货黄金日内涨幅扩大至0.82%,现报1659美元/盎司。","news_type":1},"isVote":1,"tweetType":1,"viewCount":574,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":921322456,"gmtCreate":1586177501975,"gmtModify":1704360226496,"author":{"id":"3474411519869882","authorId":"3474411519869882","name":"我是想说","avatar":"https://static.tigerbbs.com/e1e1556d127c5dd21ab9916a4e490af0","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3474411519869882","idStr":"3474411519869882"},"themes":[],"htmlText":"<a 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00:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>美股指数持续下跌,道指下跌逾1500点,跌幅超过7%,标普500指数下跌7%,再度触发熔断,暂停交易15分钟,为近两周来第四次熔断,纳指下跌超过6%。</p><p>道指<span>较历史最高跌下跌超过32%,抹去特朗普自2017年1月20日正式就职以来的全部涨幅。</span></p><p><a href=\"https://laohu8.com/S/TVIX\">二倍做多VIX波动率指数短期期权ETN</a> 一度触及1000美元大关。<img src=\"https://static.tigerbbs.com/b0925f3d5af913420b8cadc2b527779a\" /></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117917077","content_text":"美股指数持续下跌,道指下跌逾1500点,跌幅超过7%,标普500指数下跌7%,再度触发熔断,暂停交易15分钟,为近两周来第四次熔断,纳指下跌超过6%。道指较历史最高跌下跌超过32%,抹去特朗普自2017年1月20日正式就职以来的全部涨幅。二倍做多VIX波动率指数短期期权ETN 一度触及1000美元大关。","news_type":1},"isVote":1,"tweetType":1,"viewCount":842,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":967164947,"gmtCreate":1584547308289,"gmtModify":1704354900687,"author":{"id":"3474411519869882","authorId":"3474411519869882","name":"我是想说","avatar":"https://static.tigerbbs.com/e1e1556d127c5dd21ab9916a4e490af0","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3474411519869882","idStr":"3474411519869882"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>买点埋伏起","listText":"<a 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23:27","market":"us","language":"zh","title":"内部资料透露:美财政部将推1万亿美元“救灾”计划","url":"https://stock-news.laohu8.com/highlight/detail?id=1111770061","media":"老虎资讯综合","summary":"美国总统特朗普正与国会进行合作以便为民众提供帮助。","content":"<p>3月18日晚间消息,<span>据《华盛顿邮报》获得的一份财政部备忘录显示,财政部的新冠肺炎疫情刺激计划的目标是1万亿美元。</span></p><p><span>该计划可能包括的内容有:向美国人派发2000美元的支票、拨出3000亿美元帮助小企业避免大规模裁员、向航空公司提供500亿美元的贷款。</span></p><p>美国财长努钦表示:<span>如果计划获批,支票将在4月6日和5月18日派发给美国人。努钦还称,美国总统特朗普正与国会进行合作以便为民众提供帮助。</span>财政部计划向外汇平准基金注入资金。一旦战胜了新冠病毒,美国经济将迅速复苏。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>内部资料透露:美财政部将推1万亿美元“救灾”计划</title>\n<style 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23:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>3月18日晚间消息,<span>据《华盛顿邮报》获得的一份财政部备忘录显示,财政部的新冠肺炎疫情刺激计划的目标是1万亿美元。</span></p><p><span>该计划可能包括的内容有:向美国人派发2000美元的支票、拨出3000亿美元帮助小企业避免大规模裁员、向航空公司提供500亿美元的贷款。</span></p><p>美国财长努钦表示:<span>如果计划获批,支票将在4月6日和5月18日派发给美国人。努钦还称,美国总统特朗普正与国会进行合作以便为民众提供帮助。</span>财政部计划向外汇平准基金注入资金。一旦战胜了新冠病毒,美国经济将迅速复苏。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3219c1e34771d4a607fc67aee82f7281","relate_stocks":{".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111770061","content_text":"3月18日晚间消息,据《华盛顿邮报》获得的一份财政部备忘录显示,财政部的新冠肺炎疫情刺激计划的目标是1万亿美元。该计划可能包括的内容有:向美国人派发2000美元的支票、拨出3000亿美元帮助小企业避免大规模裁员、向航空公司提供500亿美元的贷款。美国财长努钦表示:如果计划获批,支票将在4月6日和5月18日派发给美国人。努钦还称,美国总统特朗普正与国会进行合作以便为民众提供帮助。财政部计划向外汇平准基金注入资金。一旦战胜了新冠病毒,美国经济将迅速复苏。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1016,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494309368962257","authorId":"3494309368962257","name":"MrDeng","avatar":"https://static.tigerbbs.com/b3ddcd645e2600e934e2568b5a758b22","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3494309368962257","idStr":"3494309368962257"},"content":"勇士是你吗? [得意]","text":"勇士是你吗? [得意]","html":"勇士是你吗? 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