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乐哥哥
05-16
$特斯拉(TSLA)$
本来以为今天吃肉。结果开盘就吃💩。
乐哥哥
05-03
$蔚来(NIO)$
3.8入的。可惜才400股。留10股当眼。我先跑了[开心] [开心]
乐哥哥
04-24
$特斯拉(TSLA)$
坐等开盘,还是前天的话。要么200,要么100。
乐哥哥
04-24
压不住根本压不[笑哭] 老马憋了个大的。 你说我停产model2。 我非要加速。
特斯拉Q1财报不及预期,投行纷纷下调其目标价
乐哥哥
04-23
$特斯拉(TSLA)$
这波看到200,各种坏消息都落地了。而且q1不如预期也是明牌。该跌已经跌了。
乐哥哥
04-18
电车的未来就是suv,轿车基本上百公里油耗5升,suv7起步10不算多。 而电费涨个百分之40甚至100还是便宜,所以油耗越高的车型电车反而更显优势。 suv就是为电车设计的赛道。 真的到了越野。反而又成了油车的版本
@42号车库:2024 年还需要纯电轿车吗?
乐哥哥
04-16
$特斯拉(TSLA)$
本来想等150入手的,算了。162.6先买一点在半山腰
乐哥哥
2023-07-27
所以就是大众用50亿买走了小鹏的未来, 小鹏死亡倒计时。
揭秘大众50亿入股小鹏细节
乐哥哥
2023-07-26
$小鹏汽车(XPEV)$
韭菜割一波,大众15入的。而且大众今年自己都不行[笑哭]
乐哥哥
2023-07-21
$特斯拉(TSLA)$
买在258 坐等回补。
乐哥哥
2023-07-18
看来盈利率超预期了。
特斯拉上海工厂大幅加薪?官方:目前无法回应
乐哥哥
2023-06-27
本来就是笑话,某人140抛了英伟达。
“木头姐”继续减仓特斯拉,买入AMD和台积电
乐哥哥
2023-06-16
$苹果(AAPL)$
有人说mr什么用? 我:“赌球。” 苹果,冲呀!
乐哥哥
2023-06-01
$英特尔(INTC)$
穷则变,英特尔已经在变化的路上了。 唯一的问题就是能不能成功。看好英特尔能在ai市场分一杯羹。
乐哥哥
2023-06-01
不喜欢李斌这种人,光在互联网吹牛逼。 同样不看好蔚来。
蔚来汽车5月交付6155辆,环比下降7.6%
乐哥哥
2023-06-01
另一个方面来说理想是占了混动的便宜,理想的对手应该是比亚迪和特斯拉,和蔚来那种豪车不是一个赛道。
抱歉,原内容已删除
乐哥哥
2023-05-31
回购力度加大了
腾讯控股:5月31日耗资4亿港元回购129万股
乐哥哥
2023-05-31
$金山云(KC)$
冲高诱多,明天还张就空一波[捂脸]
乐哥哥
2023-05-26
$爱奇艺(IQ)$
等到2块多再入[笑哭]
乐哥哥
2023-05-24
$小鹏汽车(XPEV)$
基本上上了慢性死亡的车道上。
去老虎APP查看更多动态
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我非要加速。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/298716969451736","repostId":"1165077672","repostType":4,"repost":{"id":"1165077672","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":1713952975,"share":"https://www.laohu8.com/m/news/1165077672?lang=&edition=full","pubTime":"2024-04-24 18:02","market":"us","language":"zh","title":"特斯拉Q1财报不及预期,投行纷纷下调其目标价","url":"https://stock-news.laohu8.com/highlight/detail?id=1165077672","media":"老虎资讯综合","summary":"瑞穗将特斯拉目标价从195美元下调至180美元。","content":"<html><head></head><body><p>1. 瑞穗将特斯拉目标价从195美元下调至180美元。</p><p>2. 瑞银将特斯拉目标价从160美元下调至147美元。</p><p>3. Truist Securities将特斯拉目标价从176美元下调至162美元。</p><p>4. Canaccord Genuity将特斯拉目标价格从234美元下调至222美元。</p><p>5. 加拿大皇家银行将特斯拉目标价从294美元下调至293美元。</p><p>6. Wedbush将特斯拉目标价从300美元下调至275美元。</p><p>7. 巴克莱将特斯拉股票的目标价格从176美元下调至162美元。</p><p>只有花旗将特斯拉股票目标价格从180美元上调至182美元。</p><p>财报数据显示,特斯拉第一季度实现营收213.01亿美元,同比下滑9%,是2012年以来最大降幅;净利润11.29亿美元,同比下滑55%;调整后利润下降48%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/93de4448db1c5725983686cb66d4ae3f\" title=\"\" tg-width=\"1373\" tg-height=\"695\"/></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>特斯拉Q1财报不及预期,投行纷纷下调其目标价</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特斯拉Q1财报不及预期,投行纷纷下调其目标价\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\">2024-04-24 18:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1. 瑞穗将特斯拉目标价从195美元下调至180美元。</p><p>2. 瑞银将特斯拉目标价从160美元下调至147美元。</p><p>3. Truist Securities将特斯拉目标价从176美元下调至162美元。</p><p>4. Canaccord Genuity将特斯拉目标价格从234美元下调至222美元。</p><p>5. 加拿大皇家银行将特斯拉目标价从294美元下调至293美元。</p><p>6. Wedbush将特斯拉目标价从300美元下调至275美元。</p><p>7. 巴克莱将特斯拉股票的目标价格从176美元下调至162美元。</p><p>只有花旗将特斯拉股票目标价格从180美元上调至182美元。</p><p>财报数据显示,特斯拉第一季度实现营收213.01亿美元,同比下滑9%,是2012年以来最大降幅;净利润11.29亿美元,同比下滑55%;调整后利润下降48%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/93de4448db1c5725983686cb66d4ae3f\" title=\"\" tg-width=\"1373\" tg-height=\"695\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/340d3c04436bbba1df239d6d4a7e3fd2","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165077672","content_text":"1. 瑞穗将特斯拉目标价从195美元下调至180美元。2. 瑞银将特斯拉目标价从160美元下调至147美元。3. Truist Securities将特斯拉目标价从176美元下调至162美元。4. Canaccord Genuity将特斯拉目标价格从234美元下调至222美元。5. 加拿大皇家银行将特斯拉目标价从294美元下调至293美元。6. Wedbush将特斯拉目标价从300美元下调至275美元。7. 巴克莱将特斯拉股票的目标价格从176美元下调至162美元。只有花旗将特斯拉股票目标价格从180美元上调至182美元。财报数据显示,特斯拉第一季度实现营收213.01亿美元,同比下滑9%,是2012年以来最大降幅;净利润11.29亿美元,同比下滑55%;调整后利润下降48%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":40,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298103784149120,"gmtCreate":1713807978707,"gmtModify":1713807980498,"author":{"id":"3478190524784701","authorId":"3478190524784701","name":"乐哥哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v>这波看到200,各种坏消息都落地了。而且q1不如预期也是明牌。该跌已经跌了。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v>这波看到200,各种坏消息都落地了。而且q1不如预期也是明牌。该跌已经跌了。","text":"$特斯拉(TSLA)$ 这波看到200,各种坏消息都落地了。而且q1不如预期也是明牌。该跌已经跌了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/298103784149120","isVote":1,"tweetType":1,"viewCount":1174,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"203105757513414","authorId":"203105757513414","name":"昵称567","avatar":"https://static.tigerbbs.com/87061f98cee6875ec1599d4c24bee99f","crmLevel":6,"crmLevelSwitch":1},"content":"可能该跌已经该跌了,但是也没理由涨到200啊 [冷漠]","text":"可能该跌已经该跌了,但是也没理由涨到200啊 [冷漠]","html":"可能该跌已经该跌了,但是也没理由涨到200啊 [冷漠]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":296560835592432,"gmtCreate":1713440175912,"gmtModify":1713440178285,"author":{"id":"3478190524784701","authorId":"3478190524784701","name":"乐哥哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"电车的未来就是suv,轿车基本上百公里油耗5升,suv7起步10不算多。 而电费涨个百分之40甚至100还是便宜,所以油耗越高的车型电车反而更显优势。 suv就是为电车设计的赛道。 真的到了越野。反而又成了油车的版本","listText":"电车的未来就是suv,轿车基本上百公里油耗5升,suv7起步10不算多。 而电费涨个百分之40甚至100还是便宜,所以油耗越高的车型电车反而更显优势。 suv就是为电车设计的赛道。 真的到了越野。反而又成了油车的版本","text":"电车的未来就是suv,轿车基本上百公里油耗5升,suv7起步10不算多。 而电费涨个百分之40甚至100还是便宜,所以油耗越高的车型电车反而更显优势。 suv就是为电车设计的赛道。 真的到了越野。反而又成了油车的版本","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/296560835592432","repostId":"296320297910552","repostType":1,"repost":{"id":296320297910552,"gmtCreate":1713381515743,"gmtModify":1713392973148,"author":{"id":"3514953218606501","authorId":"3514953218606501","name":"42号车库","avatar":"https://static.tigerbbs.com/dd7d6e395e7fbe1718867f3ff2891c29","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"2024 年还需要纯电轿车吗?","htmlText":" 2024 年的纯电轿车赛道,呈现出一种越来越明显的失衡状态。 一方面,从销售端的情况来看,纯电轿车的整体市场表现处于弱势状态。 特斯拉 Model 3 尽管推出新款,但却显得后劲不足,且表现明显不如 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> Model Y;极氪 007 信心满满,但并没起量;小鹏 P7 光环不再,月销不过三四千左右;比亚迪海豹的价格一降再降,起售价从最早的 20.98 万已经降到了现在 17.98 万,结果销量还是一般。 其他的纯电轿车例如 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 蔚来 ET5 / 5T、比亚迪汉 EV 、吉利银河 E8 等,其销量同样不算理想,还不如宝马 3 系、奔驰 C 级、奥迪 A4、朗逸、轩逸等燃油车的销量来得更高、更稳定。 另一方面,尽管总体市场体量不大,但是纯电轿车的赛道却已经越来越拥挤。除了最近密集上市的极氪 007、银河 E8、小米 SU7、智界 S7 之外,即将上市的纯电轿车还包括智己 L6、极越 07、享界 S9 等重点车型。 这种市场端的消化不良,和供应侧的鱼贯而入,着实让纯电轿车这个赛道在喧闹中隐藏着一丝落寞。毫无疑问,当前纯电轿车的发展面临着重大的挑战;而厂商们在这个领域的纵身入局,也充满了风险。 那么问题来了:纯电轿车市场,为什么会成为今天这个样子?它又将何去何从? SUV 长成大腿记 轿车渐渐失势 在电视剧《繁花》第一集中,宝总走出和平饭店,丰田皇冠、奥迪 100、日产公爵等当时的名贵轿车灿然分列两行。 如同《繁花》这一幕所呈现的,在上个世纪八九十年代,轿车,就是人们心中身份、格调、派头的象征,而以桑塔纳、捷达为代表的轿车更是统治了当时家用、公务以及营运的市场。 然而当时的人或许并不会","listText":" 2024 年的纯电轿车赛道,呈现出一种越来越明显的失衡状态。 一方面,从销售端的情况来看,纯电轿车的整体市场表现处于弱势状态。 特斯拉 Model 3 尽管推出新款,但却显得后劲不足,且表现明显不如 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> Model Y;极氪 007 信心满满,但并没起量;小鹏 P7 光环不再,月销不过三四千左右;比亚迪海豹的价格一降再降,起售价从最早的 20.98 万已经降到了现在 17.98 万,结果销量还是一般。 其他的纯电轿车例如 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 蔚来 ET5 / 5T、比亚迪汉 EV 、吉利银河 E8 等,其销量同样不算理想,还不如宝马 3 系、奔驰 C 级、奥迪 A4、朗逸、轩逸等燃油车的销量来得更高、更稳定。 另一方面,尽管总体市场体量不大,但是纯电轿车的赛道却已经越来越拥挤。除了最近密集上市的极氪 007、银河 E8、小米 SU7、智界 S7 之外,即将上市的纯电轿车还包括智己 L6、极越 07、享界 S9 等重点车型。 这种市场端的消化不良,和供应侧的鱼贯而入,着实让纯电轿车这个赛道在喧闹中隐藏着一丝落寞。毫无疑问,当前纯电轿车的发展面临着重大的挑战;而厂商们在这个领域的纵身入局,也充满了风险。 那么问题来了:纯电轿车市场,为什么会成为今天这个样子?它又将何去何从? SUV 长成大腿记 轿车渐渐失势 在电视剧《繁花》第一集中,宝总走出和平饭店,丰田皇冠、奥迪 100、日产公爵等当时的名贵轿车灿然分列两行。 如同《繁花》这一幕所呈现的,在上个世纪八九十年代,轿车,就是人们心中身份、格调、派头的象征,而以桑塔纳、捷达为代表的轿车更是统治了当时家用、公务以及营运的市场。 然而当时的人或许并不会","text":"2024 年的纯电轿车赛道,呈现出一种越来越明显的失衡状态。 一方面,从销售端的情况来看,纯电轿车的整体市场表现处于弱势状态。 特斯拉 Model 3 尽管推出新款,但却显得后劲不足,且表现明显不如 $特斯拉(TSLA)$ Model Y;极氪 007 信心满满,但并没起量;小鹏 P7 光环不再,月销不过三四千左右;比亚迪海豹的价格一降再降,起售价从最早的 20.98 万已经降到了现在 17.98 万,结果销量还是一般。 其他的纯电轿车例如 $蔚来(NIO)$ 蔚来 ET5 / 5T、比亚迪汉 EV 、吉利银河 E8 等,其销量同样不算理想,还不如宝马 3 系、奔驰 C 级、奥迪 A4、朗逸、轩逸等燃油车的销量来得更高、更稳定。 另一方面,尽管总体市场体量不大,但是纯电轿车的赛道却已经越来越拥挤。除了最近密集上市的极氪 007、银河 E8、小米 SU7、智界 S7 之外,即将上市的纯电轿车还包括智己 L6、极越 07、享界 S9 等重点车型。 这种市场端的消化不良,和供应侧的鱼贯而入,着实让纯电轿车这个赛道在喧闹中隐藏着一丝落寞。毫无疑问,当前纯电轿车的发展面临着重大的挑战;而厂商们在这个领域的纵身入局,也充满了风险。 那么问题来了:纯电轿车市场,为什么会成为今天这个样子?它又将何去何从? SUV 长成大腿记 轿车渐渐失势 在电视剧《繁花》第一集中,宝总走出和平饭店,丰田皇冠、奥迪 100、日产公爵等当时的名贵轿车灿然分列两行。 如同《繁花》这一幕所呈现的,在上个世纪八九十年代,轿车,就是人们心中身份、格调、派头的象征,而以桑塔纳、捷达为代表的轿车更是统治了当时家用、公务以及营运的市场。 然而当时的人或许并不会","images":[{"img":"https://static.tigerbbs.com/74ce14c8307dcf55cccb5d2802f31d66","width":"1074","height":"628"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/296320297910552","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":295717889650768,"gmtCreate":1713205635177,"gmtModify":1713205636657,"author":{"id":"3478190524784701","authorId":"3478190524784701","name":"乐哥哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v>本来想等150入手的,算了。162.6先买一点在半山腰","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v>本来想等150入手的,算了。162.6先买一点在半山腰","text":"$特斯拉(TSLA)$ 本来想等150入手的,算了。162.6先买一点在半山腰","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/295717889650768","isVote":1,"tweetType":1,"viewCount":1290,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3490778479836223","authorId":"3490778479836223","name":"小郑郑","avatar":"https://static.tigerbbs.com/3b1cd2be5a8f865342b5726fd09faf26","crmLevel":3,"crmLevelSwitch":0},"content":"都开始要裁员了,还不跑?","text":"都开始要裁员了,还不跑?","html":"都开始要裁员了,还不跑?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":202438918713408,"gmtCreate":1690451312443,"gmtModify":1690451314046,"author":{"id":"3478190524784701","authorId":"3478190524784701","name":"乐哥哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"所以就是大众用50亿买走了小鹏的未来, 小鹏死亡倒计时。","listText":"所以就是大众用50亿买走了小鹏的未来, 小鹏死亡倒计时。","text":"所以就是大众用50亿买走了小鹏的未来, 小鹏死亡倒计时。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/202438918713408","repostId":"1160079472","repostType":2,"repost":{"id":"1160079472","pubTimestamp":1690447907,"share":"https://www.laohu8.com/m/news/1160079472?lang=&edition=full","pubTime":"2023-07-27 16:51","market":"us","language":"zh","title":"揭秘大众50亿入股小鹏细节","url":"https://stock-news.laohu8.com/highlight/detail?id=1160079472","media":"华尔街见闻","summary":"就在当晚,大众集团和小鹏汽车先后公告,大众将以7亿美元的代价向小鹏汽车增资,获取小鹏汽车约4.99%的股份,成为第三大股东;同时,大众还宣布,奥迪已与上汽集团达成合作。意料之外大众与小鹏合作的消息,震惊市场。以7亿美元的代价,大众入股了小鹏,并且双方签署了长期合作技术框架协议。前述人士认为,大众虽然通过此次入股进入小鹏董事会,但获得的是没有投票权的“观察员”席位,这意味着未来小鹏的发展不会受到大众的影响。","content":"<html><head></head><body><blockquote><strong>小鹏在合作中扮演的是技术平台公司的角色,贡献智能平台和软件。大众则负责车体和车型设计、内外饰部分。换而言之,双方合作的车型,“灵魂”来自小鹏。</strong></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cf927907fce18a6bce3fa446455c54bf\" tg-width=\"640\" tg-height=\"537\"/></p><p style=\"text-align: justify;\">7月26日晚间,何小鹏在社交媒体上少见地发了一张合照。不是和李斌、李想,而是与大众汽车集团(中国)董事长兼CEO贝瑞德。</p><p style=\"text-align: justify;\">两个人都笑得很开心。就在当晚,大众集团和小鹏汽车先后公告,大众将以7亿美元的代价向小鹏汽车增资,获取小鹏汽车约4.99%的股份,成为第三大股东;同时,大众还宣布,奥迪已与上汽集团达成合作。</p><p style=\"text-align: justify;\">资本市场反应热烈,7月26日,小鹏汽车美股开盘持续拉升,一度涨超40%。港股也在7月27日全天上涨,至收盘涨33.88%。</p><p style=\"text-align: justify;\"><strong>对于中国乃至全球汽车工业史来说,这是具有非凡意义的一幕。这是首次有全球汽车巨头,认可了中国新势力的技术,并进行股权合作;也是首次有百年跨国车企,在中国“反向合资”。双方各取所需,在全球汽车市场巨变之时,展开了一次跨时代的合作。</strong></p><p style=\"text-align: justify;\">这也是全球汽车市场大整合的序幕。一个新的时代,已然降临。</p><h2 id=\"id_2142997331\">意料之外</h2><p style=\"text-align: justify;\">大众与小鹏合作的消息,震惊市场。不亚于38年前,第一辆桑塔纳在上海大众安亭一厂下线。</p><p style=\"text-align: justify;\">以7亿美元(约合50亿元人民币)的代价,大众入股了小鹏,并且双方签署了长期合作技术框架协议。</p><p style=\"text-align: justify;\">双方初步合作的核心,是大众要基于小鹏G9的车型平台、智能座舱和智驾软件等技术方面优势,共同开发两款大众品牌的B级纯电车型,计划在 2026 年启动生产。</p><p style=\"text-align: justify;\">对于大众来说,它获得了小鹏的技术,能针对中国市场提供比现有产品更具竞争力的产品;小鹏则得到了大众的背书,借此在供应商乃至海外市场提升影响力。</p><p style=\"text-align: justify;\">这对去年G9上市遭遇滑铁卢、至今未能缓过来的小鹏来说,是比获得资金更有价值的事情。</p><p style=\"text-align: justify;\">谁也没想到,大众在中国寻觅良久,最后合作的会是小鹏。在此之前,小鹏是一家深陷困境的车企,今年销量持续下滑,新推出的G6虽然口碑不错,但尚未被市场证明。</p><p style=\"text-align: justify;\">接近何小鹏的人士透露,去年底大众主动向小鹏汽车抛来橄榄枝,寻求合作;今年初,小鹏汽车内部也有引入战投的说法,只是没想到老板们保密工作做得这么好,最后引入的是大众。</p><p style=\"text-align: justify;\"><strong>大众看中小鹏的核心,是小鹏在智能座舱、智能驾驶等方面的技术优势。华尔街见闻从接近交易人士处了解到,小鹏此次与大众合作的核心,是小鹏技术变现。</strong></p><p style=\"text-align: justify;\">根据协议,小鹏汽车未来两年会从大众汽车获得技术服务费收入,到2026年正式车型量产后,则会根据车型销量获得相应收入。具体收益会根据小鹏在车型平台、智能网联、智驾软件等方面贡献的价值量计算。</p><p style=\"text-align: justify;\">小鹏汽车在合作中扮演的是一个技术平台公司的角色,贡献智能平台和软件,自动驾驶底层技术在小鹏,软件以OTA方式交付。大众则负责上车体和车型设计、内外饰部分。换而言之,双方合作的车型,“灵魂”来自小鹏,大众在软件上烧了数百亿无果后,直接选择牵手中国新势力负责新车型智能化部分。</p><p style=\"text-align: justify;\">花旗银行认为,未来预计小鹏G9的软件和XNGP智能辅助驾驶系统可能会开放给大众,这可能会为小鹏带来相对较高的毛利率。</p><p style=\"text-align: justify;\">接近大众集团的人士则在与华尔街见闻交流时表示,目前合作就是针对中国市场,合作也非常初期。现在要谈进一步的合作,甚至把在中国研发的车型、技术应用到海外,都有些太早了。</p><p style=\"text-align: justify;\">这让大众在大胆变革,牵手小鹏的同时,又多了份谨慎。从其入股比例也可以看到,有香港投行人士表示,4.99%的持股比,让大众对小鹏的持股卡在了5%的公告线上,让其未来对股份处置更加灵活。</p><p style=\"text-align: justify;\">对于小鹏而言,这也是较好的安排,可以更大程度上保持自身的独立性。前述人士认为,大众虽然通过此次入股进入小鹏董事会,但获得的是没有投票权的“观察员”席位,这意味着未来小鹏的发展不会受到大众的影响。双方会在技术合作的同时,保持相对独立性。</p><p style=\"text-align: justify;\">至于大众和小鹏合作的前景,坊间也有很多疑虑。此前,奔驰和比亚迪、吉利都曾有过“强强合作”的联手,但是从最后的结果看,如果合作双方未能开诚布公,打着各自的算盘,最终并非是“1+1>2”。</p><p style=\"text-align: justify;\">能否合作双赢,还待双方继续推进合作,在2026年推动新车型上市,并得到市场认可。这会是个漫长的过程。</p><h2 id=\"id_944499372\">全球变局</h2><p style=\"text-align: justify;\">在很多业内人士看来,大众与小鹏的合作的意义在于,在以欧美日车企为绝对主导的燃油时代,中国只能以合资方式发展汽车工业,自主品牌长期处于弱势;如今,大众这样的全球巨头,也躬身向中国的新势力学习、合作了。</p><p style=\"text-align: justify;\">过去几年,传统车企还想着可以利用自己在燃油车时代积累的体系能力优势,在平衡产业链、供应链以及燃油车与新能源汽车资源占比的同时,逐渐摸索出在中国汽车市场里的生存之法。</p><p style=\"text-align: justify;\">残酷的现实却是,新能源汽车市场里,传统汽车巨头沦为了“杂牌电动车”。与新势力相比,BBA和大众等纯电车型的销量尚不能打,更别提与比亚迪、特斯拉竞争了。</p><p style=\"text-align: justify;\">大众可能会在今年失去“中国第一汽车制造商”的宝座。上半年,“南北大众”的汽车销量与比亚迪之间仅有20余万辆的差距,对于下半年市场,传统车企的态度也相对保守,在销量预期上并不乐观。</p><p style=\"text-align: justify;\">智能化是传统汽车巨头与中国新势力之间最大的差距,也会是接下来彻底分化车企格局的关键。</p><p style=\"text-align: justify;\">在这场行业变局的上半场里,消费者对电动汽车的观念发生变化,也用脚投票,选择了他们心中在电动化层面领先的产品。</p><p style=\"text-align: justify;\">有汽车行业人士对华尔街见闻表示,像特斯拉的电子电气架构(EEA)相对领先传统车企五年,迭代速度也很快;特斯拉、小鹏、华为问界等车企在自动驾驶技术研发和商用上,也都快于传统车企。</p><p style=\"text-align: justify;\">尤其是在软件的开发上,车企只能根据自家需求,正向迭代开发,没法像在硬件上一样逆向研发。而这也一直是大众等传统车企的弱项,一直在追赶,却又无法给出让消费者满意的产品。</p><p style=\"text-align: justify;\">无论是近期工信部表态,支持L3及以上高级别自动驾驶,或是相关部委发文,要在2025年前,形成能够支撑组合驾驶辅助和自动驾驶通用功能的智能网联汽车标准体系,都表明自动驾驶在中国来到了一个奇点。</p><p style=\"text-align: justify;\">在电动化引领世界汽车工业风潮后,中国在智能化方面也会继续引领全球浪潮。未来的新世界,仍然会有巨头出现,但不见得是大众、BBA。</p><p style=\"text-align: justify;\">传统车企自然不想错过这个时代的机遇。宝马不断加码中国,在中国拥有德国之外最大的研发和创新网络;奔驰董事会主席康林松表态,要从2025年起把中国作为下一代电动汽车计划的中心。</p><p style=\"text-align: justify;\">此次大众牵手小鹏,奥迪深化与上汽集团合作,则把车企巨头对中国市场的重视程度推向了一个全新的高度。</p><p style=\"text-align: justify;\">曾经,中国车企靠合资奠定现代汽车工业的基础;如今,大众要靠与小鹏合作,利用中国汽车新势力的技术,来抢占中国新能源汽车市场。</p><p style=\"text-align: justify;\">在这场前所未有的变局之下,市场不再论资排辈。这也是中国车企换道超车,竞逐未来全球巨头、改写百年汽车工业史的机遇所在。</p></body></html>","source":"wallstreetcn_api","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>揭秘大众50亿入股小鹏细节</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n揭秘大众50亿入股小鹏细节\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-27 16:51 北京时间 <a href=https://wallstreetcn.com/articles/3694219><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>小鹏在合作中扮演的是技术平台公司的角色,贡献智能平台和软件。大众则负责车体和车型设计、内外饰部分。换而言之,双方合作的车型,“灵魂”来自小鹏。7月26日晚间,何小鹏在社交媒体上少见地发了一张合照。不是和李斌、李想,而是与大众汽车集团(中国)董事长兼CEO贝瑞德。两个人都笑得很开心。就在当晚,大众集团和小鹏汽车先后公告,大众将以7亿美元的代价向小鹏汽车增资,获取小鹏汽车约4.99%的股份,成为第三大...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3694219\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cf927907fce18a6bce3fa446455c54bf","relate_stocks":{"09868":"小鹏汽车-W","XPEV":"小鹏汽车"},"source_url":"https://wallstreetcn.com/articles/3694219","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160079472","content_text":"小鹏在合作中扮演的是技术平台公司的角色,贡献智能平台和软件。大众则负责车体和车型设计、内外饰部分。换而言之,双方合作的车型,“灵魂”来自小鹏。7月26日晚间,何小鹏在社交媒体上少见地发了一张合照。不是和李斌、李想,而是与大众汽车集团(中国)董事长兼CEO贝瑞德。两个人都笑得很开心。就在当晚,大众集团和小鹏汽车先后公告,大众将以7亿美元的代价向小鹏汽车增资,获取小鹏汽车约4.99%的股份,成为第三大股东;同时,大众还宣布,奥迪已与上汽集团达成合作。资本市场反应热烈,7月26日,小鹏汽车美股开盘持续拉升,一度涨超40%。港股也在7月27日全天上涨,至收盘涨33.88%。对于中国乃至全球汽车工业史来说,这是具有非凡意义的一幕。这是首次有全球汽车巨头,认可了中国新势力的技术,并进行股权合作;也是首次有百年跨国车企,在中国“反向合资”。双方各取所需,在全球汽车市场巨变之时,展开了一次跨时代的合作。这也是全球汽车市场大整合的序幕。一个新的时代,已然降临。意料之外大众与小鹏合作的消息,震惊市场。不亚于38年前,第一辆桑塔纳在上海大众安亭一厂下线。以7亿美元(约合50亿元人民币)的代价,大众入股了小鹏,并且双方签署了长期合作技术框架协议。双方初步合作的核心,是大众要基于小鹏G9的车型平台、智能座舱和智驾软件等技术方面优势,共同开发两款大众品牌的B级纯电车型,计划在 2026 年启动生产。对于大众来说,它获得了小鹏的技术,能针对中国市场提供比现有产品更具竞争力的产品;小鹏则得到了大众的背书,借此在供应商乃至海外市场提升影响力。这对去年G9上市遭遇滑铁卢、至今未能缓过来的小鹏来说,是比获得资金更有价值的事情。谁也没想到,大众在中国寻觅良久,最后合作的会是小鹏。在此之前,小鹏是一家深陷困境的车企,今年销量持续下滑,新推出的G6虽然口碑不错,但尚未被市场证明。接近何小鹏的人士透露,去年底大众主动向小鹏汽车抛来橄榄枝,寻求合作;今年初,小鹏汽车内部也有引入战投的说法,只是没想到老板们保密工作做得这么好,最后引入的是大众。大众看中小鹏的核心,是小鹏在智能座舱、智能驾驶等方面的技术优势。华尔街见闻从接近交易人士处了解到,小鹏此次与大众合作的核心,是小鹏技术变现。根据协议,小鹏汽车未来两年会从大众汽车获得技术服务费收入,到2026年正式车型量产后,则会根据车型销量获得相应收入。具体收益会根据小鹏在车型平台、智能网联、智驾软件等方面贡献的价值量计算。小鹏汽车在合作中扮演的是一个技术平台公司的角色,贡献智能平台和软件,自动驾驶底层技术在小鹏,软件以OTA方式交付。大众则负责上车体和车型设计、内外饰部分。换而言之,双方合作的车型,“灵魂”来自小鹏,大众在软件上烧了数百亿无果后,直接选择牵手中国新势力负责新车型智能化部分。花旗银行认为,未来预计小鹏G9的软件和XNGP智能辅助驾驶系统可能会开放给大众,这可能会为小鹏带来相对较高的毛利率。接近大众集团的人士则在与华尔街见闻交流时表示,目前合作就是针对中国市场,合作也非常初期。现在要谈进一步的合作,甚至把在中国研发的车型、技术应用到海外,都有些太早了。这让大众在大胆变革,牵手小鹏的同时,又多了份谨慎。从其入股比例也可以看到,有香港投行人士表示,4.99%的持股比,让大众对小鹏的持股卡在了5%的公告线上,让其未来对股份处置更加灵活。对于小鹏而言,这也是较好的安排,可以更大程度上保持自身的独立性。前述人士认为,大众虽然通过此次入股进入小鹏董事会,但获得的是没有投票权的“观察员”席位,这意味着未来小鹏的发展不会受到大众的影响。双方会在技术合作的同时,保持相对独立性。至于大众和小鹏合作的前景,坊间也有很多疑虑。此前,奔驰和比亚迪、吉利都曾有过“强强合作”的联手,但是从最后的结果看,如果合作双方未能开诚布公,打着各自的算盘,最终并非是“1+1>2”。能否合作双赢,还待双方继续推进合作,在2026年推动新车型上市,并得到市场认可。这会是个漫长的过程。全球变局在很多业内人士看来,大众与小鹏的合作的意义在于,在以欧美日车企为绝对主导的燃油时代,中国只能以合资方式发展汽车工业,自主品牌长期处于弱势;如今,大众这样的全球巨头,也躬身向中国的新势力学习、合作了。过去几年,传统车企还想着可以利用自己在燃油车时代积累的体系能力优势,在平衡产业链、供应链以及燃油车与新能源汽车资源占比的同时,逐渐摸索出在中国汽车市场里的生存之法。残酷的现实却是,新能源汽车市场里,传统汽车巨头沦为了“杂牌电动车”。与新势力相比,BBA和大众等纯电车型的销量尚不能打,更别提与比亚迪、特斯拉竞争了。大众可能会在今年失去“中国第一汽车制造商”的宝座。上半年,“南北大众”的汽车销量与比亚迪之间仅有20余万辆的差距,对于下半年市场,传统车企的态度也相对保守,在销量预期上并不乐观。智能化是传统汽车巨头与中国新势力之间最大的差距,也会是接下来彻底分化车企格局的关键。在这场行业变局的上半场里,消费者对电动汽车的观念发生变化,也用脚投票,选择了他们心中在电动化层面领先的产品。有汽车行业人士对华尔街见闻表示,像特斯拉的电子电气架构(EEA)相对领先传统车企五年,迭代速度也很快;特斯拉、小鹏、华为问界等车企在自动驾驶技术研发和商用上,也都快于传统车企。尤其是在软件的开发上,车企只能根据自家需求,正向迭代开发,没法像在硬件上一样逆向研发。而这也一直是大众等传统车企的弱项,一直在追赶,却又无法给出让消费者满意的产品。无论是近期工信部表态,支持L3及以上高级别自动驾驶,或是相关部委发文,要在2025年前,形成能够支撑组合驾驶辅助和自动驾驶通用功能的智能网联汽车标准体系,都表明自动驾驶在中国来到了一个奇点。在电动化引领世界汽车工业风潮后,中国在智能化方面也会继续引领全球浪潮。未来的新世界,仍然会有巨头出现,但不见得是大众、BBA。传统车企自然不想错过这个时代的机遇。宝马不断加码中国,在中国拥有德国之外最大的研发和创新网络;奔驰董事会主席康林松表态,要从2025年起把中国作为下一代电动汽车计划的中心。此次大众牵手小鹏,奥迪深化与上汽集团合作,则把车企巨头对中国市场的重视程度推向了一个全新的高度。曾经,中国车企靠合资奠定现代汽车工业的基础;如今,大众要靠与小鹏合作,利用中国汽车新势力的技术,来抢占中国新能源汽车市场。在这场前所未有的变局之下,市场不再论资排辈。这也是中国车企换道超车,竞逐未来全球巨头、改写百年汽车工业史的机遇所在。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1055,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":202102769107120,"gmtCreate":1690379474998,"gmtModify":1690379476093,"author":{"id":"3478190524784701","authorId":"3478190524784701","name":"乐哥哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$ </a><v-v data-views=\"0\"></v-v>韭菜割一波,大众15入的。而且大众今年自己都不行[笑哭] ","listText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$ </a><v-v data-views=\"0\"></v-v>韭菜割一波,大众15入的。而且大众今年自己都不行[笑哭] ","text":"$小鹏汽车(XPEV)$ 韭菜割一波,大众15入的。而且大众今年自己都不行[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/202102769107120","isVote":1,"tweetType":1,"viewCount":1698,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3478190524784701","authorId":"3478190524784701","name":"乐哥哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"看了call和put…这价格站不住","text":"看了call和put…这价格站不住","html":"看了call和put…这价格站不住"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":200406070231192,"gmtCreate":1689952094623,"gmtModify":1689952095600,"author":{"id":"3478190524784701","authorId":"3478190524784701","name":"乐哥哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v>买在258 坐等回补。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v>买在258 坐等回补。","text":"$特斯拉(TSLA)$ 买在258 坐等回补。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/200406070231192","isVote":1,"tweetType":1,"viewCount":781,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":199133324742792,"gmtCreate":1689667937244,"gmtModify":1689667938517,"author":{"id":"3478190524784701","authorId":"3478190524784701","name":"乐哥哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"看来盈利率超预期了。","listText":"看来盈利率超预期了。","text":"看来盈利率超预期了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/199133324742792","repostId":"1179296911","repostType":2,"repost":{"id":"1179296911","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":1689667320,"share":"https://www.laohu8.com/m/news/1179296911?lang=&edition=full","pubTime":"2023-07-18 16:02","market":"us","language":"zh","title":"特斯拉上海工厂大幅加薪?官方:目前无法回应","url":"https://stock-news.laohu8.com/highlight/detail?id=1179296911","media":"老虎资讯综合","summary":"有上海工厂工人曾向特斯拉创始人、CEO埃隆·马斯克投诉对奖金的不满。","content":"<html><head></head><body><p>日前,特斯拉上海超级工厂有多位员工表示,他们最近获得的2023年第二季度绩效奖金大幅增加,达到月度基本工资的1.5倍。而在今年早些时候,有上海工厂工人曾向特斯拉创始人、CEO埃隆·马斯克投诉对奖金的不满。</p><p>特斯拉中国有关人士7月18日回应记者称,特斯拉上海超级工厂员工人数众多,目前还无法对加薪的相关情况予以回应。(上证报)</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>特斯拉上海工厂大幅加薪?官方:目前无法回应</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特斯拉上海工厂大幅加薪?官方:目前无法回应\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\">2023-07-18 16:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>日前,特斯拉上海超级工厂有多位员工表示,他们最近获得的2023年第二季度绩效奖金大幅增加,达到月度基本工资的1.5倍。而在今年早些时候,有上海工厂工人曾向特斯拉创始人、CEO埃隆·马斯克投诉对奖金的不满。</p><p>特斯拉中国有关人士7月18日回应记者称,特斯拉上海超级工厂员工人数众多,目前还无法对加薪的相关情况予以回应。(上证报)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d695ec0cc530efc680a696604e078f14","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179296911","content_text":"日前,特斯拉上海超级工厂有多位员工表示,他们最近获得的2023年第二季度绩效奖金大幅增加,达到月度基本工资的1.5倍。而在今年早些时候,有上海工厂工人曾向特斯拉创始人、CEO埃隆·马斯克投诉对奖金的不满。特斯拉中国有关人士7月18日回应记者称,特斯拉上海超级工厂员工人数众多,目前还无法对加薪的相关情况予以回应。(上证报)","news_type":1},"isVote":1,"tweetType":1,"viewCount":962,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":191856231629000,"gmtCreate":1687848956918,"gmtModify":1687848988894,"author":{"id":"3478190524784701","authorId":"3478190524784701","name":"乐哥哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"本来就是笑话,某人140抛了英伟达。","listText":"本来就是笑话,某人140抛了英伟达。","text":"本来就是笑话,某人140抛了英伟达。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/191856231629000","repostId":"1180370320","repostType":4,"repost":{"id":"1180370320","pubTimestamp":1687833668,"share":"https://www.laohu8.com/m/news/1180370320?lang=&edition=full","pubTime":"2023-06-27 10:41","market":"us","language":"zh","title":"“木头姐”继续减仓特斯拉,买入AMD和台积电","url":"https://stock-news.laohu8.com/highlight/detail?id=1180370320","media":"新浪财经","summary":"6月12日,在特斯拉股价连续12个交易日上涨后,伍德的公司开始了本轮减持,当天出售了39.3万股特斯拉股票,套现约9800万美元。在卖出特斯拉股票的同时,伍德的基金周一买入了价值超过380万美元的芯片股,包括逾18500股AMD股票,价值近200万美元;以及逾18000股$台积电$股票,价值180多万美元。与此同时,台积电股价在过去五个交易日中仅下跌了3.91%,今年年初以来涨幅超过35%。","content":"<html><head></head><body><p>6月27日,凯茜·伍德的方舟投资管理公司周一继续减仓<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>,卖出超过8200股,按收盘价计算价值近200万美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f574ce3695acd9f9ced00422b815cdec\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: start;\">这是伍德的公司本月第五次减持特斯拉,总计套现了约1.35亿美元。</p><p style=\"text-align: start;\">伍德的基金自去年年底以来一直在大举买入特斯拉,当时特斯拉股价低迷,最低跌至110美元。</p><p style=\"text-align: start;\">6月12日,在特斯拉股价连续12个交易日上涨后,伍德的公司开始了本轮减持,当天出售了39.3万股特斯拉股票,套现约9800万美元。本月迄今,伍德的公司累计已抛售逾53.3万股特斯拉股票。</p><p style=\"text-align: start;\">在卖出特斯拉股票的同时,伍德的基金周一买入了价值超过380万美元的芯片股,包括逾18500股AMD股票,价值近200万美元;以及逾18000股<a href=\"https://laohu8.com/S/TSM\">台积电</a>股票,价值180多万美元。</p><p style=\"text-align: start;\">自6月中旬美联储宣布暂停加息以来,芯片股和其他市场板块都经历了回调。AMD股价在过去五个交易日下跌超过9%,周一收盘下跌2.27%。自今年年初以来,该股仍上涨了67%以上。</p><p style=\"text-align: start;\">与此同时,台积电股价在过去五个交易日中仅下跌了3.91%,今年年初以来涨幅超过35%。</p></body></html>","source":"XLCJ","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>“木头姐”继续减仓特斯拉,买入AMD和台积电</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n“木头姐”继续减仓特斯拉,买入AMD和台积电\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-27 10:41 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2023-06-27/doc-imyysxhx0416444.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>6月27日,凯茜·伍德的方舟投资管理公司周一继续减仓特斯拉,卖出超过8200股,按收盘价计算价值近200万美元。这是伍德的公司本月第五次减持特斯拉,总计套现了约1.35亿美元。伍德的基金自去年年底以来一直在大举买入特斯拉,当时特斯拉股价低迷,最低跌至110美元。6月12日,在特斯拉股价连续12个交易日上涨后,伍德的公司开始了本轮减持,当天出售了39.3万股特斯拉股票,套现约9800万美元。本月迄今...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2023-06-27/doc-imyysxhx0416444.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"LU0082616367.USD":"摩根大通美国科技A(dist)","EWT":"台湾ETF-iShares MSCI","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","TSM":"台积电","BK4550":"红杉资本持仓","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","BK4551":"寇图资本持仓","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","AMD":"美国超微公司","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","TSLA":"特斯拉","03145":"华夏亚洲高息股","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","BK4534":"瑞士信贷持仓","GFS":"GLOBALFOUNDRIES 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href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a><v-v data-views=\"1\"></v-v>有人说mr什么用? 我:“赌球。” 苹果,冲呀!","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a><v-v data-views=\"1\"></v-v>有人说mr什么用? 我:“赌球。” 苹果,冲呀!","text":"$苹果(AAPL)$ 有人说mr什么用? 我:“赌球。” 苹果,冲呀!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/187755052318720","isVote":1,"tweetType":1,"viewCount":1462,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":182631163916528,"gmtCreate":1685617703024,"gmtModify":1685617704868,"author":{"id":"3478190524784701","authorId":"3478190524784701","name":"乐哥哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a><v-v data-views=\"1\"></v-v>穷则变,英特尔已经在变化的路上了。 唯一的问题就是能不能成功。看好英特尔能在ai市场分一杯羹。","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a><v-v data-views=\"1\"></v-v>穷则变,英特尔已经在变化的路上了。 唯一的问题就是能不能成功。看好英特尔能在ai市场分一杯羹。","text":"$英特尔(INTC)$ 穷则变,英特尔已经在变化的路上了。 唯一的问题就是能不能成功。看好英特尔能在ai市场分一杯羹。","images":[{"img":"https://static.tigerbbs.com/a97d95f8b9e31864ac1092be6b4feb6b","width":"861","height":"1305"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/182631163916528","isVote":1,"tweetType":1,"viewCount":1991,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":182629492260888,"gmtCreate":1685617336401,"gmtModify":1685617560208,"author":{"id":"3478190524784701","authorId":"3478190524784701","name":"乐哥哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"不喜欢李斌这种人,光在互联网吹牛逼。 同样不看好蔚来。","listText":"不喜欢李斌这种人,光在互联网吹牛逼。 同样不看好蔚来。","text":"不喜欢李斌这种人,光在互联网吹牛逼。 同样不看好蔚来。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/182629492260888","repostId":"1104812006","repostType":2,"repost":{"id":"1104812006","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":1685612361,"share":"https://www.laohu8.com/m/news/1104812006?lang=&edition=full","pubTime":"2023-06-01 17:39","market":"us","language":"zh","title":"蔚来汽车5月交付6155辆,环比下降7.6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1104812006","media":"老虎资讯综合","summary":"6月1日,蔚来汽车公布交付数据,5月交付6155辆,环比下降7.6%,包括2396辆智能电动SUV和3759辆智能电动轿车;2023年至今,蔚来汽车交付量为43854辆,同比增长15.8%;截至202","content":"<html><head></head><body><p>6月1日,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车公布交付数据,5月交付6155辆,环比下降7.6%,包括2396辆智能电动SUV和3759辆智能电动轿车;2023年至今,蔚来汽车交付量为43854辆,同比增长15.8%;截至2023年5月31日,蔚来汽车累计交付量达333410辆。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/27264a27aa21673fe02ec4b15e7dcc15\" tg-width=\"1280\" tg-height=\"2771\"/></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>蔚来汽车5月交付6155辆,环比下降7.6%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n蔚来汽车5月交付6155辆,环比下降7.6%\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\">2023-06-01 17:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>6月1日,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车公布交付数据,5月交付6155辆,环比下降7.6%,包括2396辆智能电动SUV和3759辆智能电动轿车;2023年至今,蔚来汽车交付量为43854辆,同比增长15.8%;截至2023年5月31日,蔚来汽车累计交付量达333410辆。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/27264a27aa21673fe02ec4b15e7dcc15\" tg-width=\"1280\" tg-height=\"2771\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a3b92523152bd36c422721756606e549","relate_stocks":{"NIO":"蔚来","BK4574":"无人驾驶","LU0052750758.USD":"富兰克林中国基金A Acc","09866":"蔚来-SW","NIO.SI":"蔚来","BK4505":"高瓴资本持仓","BK4504":"桥水持仓","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","BK1119":"汽车制造商","BK6125":"汽车制造商","5RE.SI":"智能","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","EVS.SI":"MSCI China Electric Vehicles and Future Mobility 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还是理想定位更准","text":"开蔚来的人都自我感觉在开保时捷,可是别人车标认不出来啊。。。 还是理想定位更准","html":"开蔚来的人都自我感觉在开保时捷,可是别人车标认不出来啊。。。 还是理想定位更准"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":182359051214904,"gmtCreate":1685529925019,"gmtModify":1685529926665,"author":{"id":"3478190524784701","authorId":"3478190524784701","name":"乐哥哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"回购力度加大了","listText":"回购力度加大了","text":"回购力度加大了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/182359051214904","repostId":"1129563340","repostType":4,"repost":{"id":"1129563340","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":1685528347,"share":"https://www.laohu8.com/m/news/1129563340?lang=&edition=full","pubTime":"2023-05-31 18:19","market":"hk","language":"zh","title":"腾讯控股:5月31日耗资4亿港元回购129万股","url":"https://stock-news.laohu8.com/highlight/detail?id=1129563340","media":"老虎资讯综合","summary":"腾讯控股:5月31日耗资4亿港元回购129万股。","content":"<html><head></head><body><p>腾讯控股:5月31日耗资4亿港元回购129万股。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4dd06915b6c5401e628aab2e0474180d\" tg-width=\"560\" tg-height=\"240\"/></p><p></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>腾讯控股:5月31日耗资4亿港元回购129万股</title>\n<style 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冲高诱多,明天还张就空一波[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/182191975436432","isVote":1,"tweetType":1,"viewCount":619,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":655306138,"gmtCreate":1685111464524,"gmtModify":1685111465584,"author":{"id":"3478190524784701","authorId":"3478190524784701","name":"乐哥哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/IQ\">$爱奇艺(IQ)$ </a>等到2块多再入[笑哭] ","listText":"<a href=\"https://laohu8.com/S/IQ\">$爱奇艺(IQ)$ </a>等到2块多再入[笑哭] ","text":"$爱奇艺(IQ)$ 等到2块多再入[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/655306138","isVote":1,"tweetType":1,"viewCount":5223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":655004088,"gmtCreate":1684940032245,"gmtModify":1684940033355,"author":{"id":"3478190524784701","authorId":"3478190524784701","name":"乐哥哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$ </a><v-v data-views=\"0\"></v-v>基本上上了慢性死亡的车道上。","listText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$ </a><v-v data-views=\"0\"></v-v>基本上上了慢性死亡的车道上。","text":"$小鹏汽车(XPEV)$ 基本上上了慢性死亡的车道上。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/655004088","isVote":1,"tweetType":1,"viewCount":359,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":653555004,"gmtCreate":1681141015009,"gmtModify":1681141016427,"author":{"id":"3478190524784701","authorId":"3478190524784701","name":"乐哥哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v>看好下周财报,在大家都比烂的时候不烂的就是胜利。而且特斯拉今年开局也很不错。 坐标比利时,路上的特斯拉越来越多了。 就希望4680款y能降价到4w欧。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v>看好下周财报,在大家都比烂的时候不烂的就是胜利。而且特斯拉今年开局也很不错。 坐标比利时,路上的特斯拉越来越多了。 就希望4680款y能降价到4w欧。","text":"$特斯拉(TSLA)$ 看好下周财报,在大家都比烂的时候不烂的就是胜利。而且特斯拉今年开局也很不错。 坐标比利时,路上的特斯拉越来越多了。 就希望4680款y能降价到4w欧。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/653555004","isVote":1,"tweetType":1,"viewCount":974,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3455594241811723","authorId":"3455594241811723","name":"老头子","avatar":"https://static.laohu8.com/c6e6f95504e42097fe8d4b40c062183b","crmLevel":3,"crmLevelSwitch":1},"content":"特斯拉股价要看比亚迪,坐标北京,路上的比亚迪越来越多了","text":"特斯拉股价要看比亚迪,坐标北京,路上的比亚迪越来越多了","html":"特斯拉股价要看比亚迪,坐标北京,路上的比亚迪越来越多了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306239895535704,"gmtCreate":1715800275866,"gmtModify":1715806780058,"author":{"id":"3478190524784701","authorId":"3478190524784701","name":"乐哥哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>本来以为今天吃肉。结果开盘就吃💩。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>本来以为今天吃肉。结果开盘就吃💩。","text":"$特斯拉(TSLA)$ 本来以为今天吃肉。结果开盘就吃💩。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/306239895535704","isVote":1,"tweetType":1,"viewCount":526,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298103784149120,"gmtCreate":1713807978707,"gmtModify":1713807980498,"author":{"id":"3478190524784701","authorId":"3478190524784701","name":"乐哥哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v>这波看到200,各种坏消息都落地了。而且q1不如预期也是明牌。该跌已经跌了。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v>这波看到200,各种坏消息都落地了。而且q1不如预期也是明牌。该跌已经跌了。","text":"$特斯拉(TSLA)$ 这波看到200,各种坏消息都落地了。而且q1不如预期也是明牌。该跌已经跌了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/298103784149120","isVote":1,"tweetType":1,"viewCount":1174,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"203105757513414","authorId":"203105757513414","name":"昵称567","avatar":"https://static.tigerbbs.com/87061f98cee6875ec1599d4c24bee99f","crmLevel":6,"crmLevelSwitch":1},"content":"可能该跌已经该跌了,但是也没理由涨到200啊 [冷漠]","text":"可能该跌已经该跌了,但是也没理由涨到200啊 [冷漠]","html":"可能该跌已经该跌了,但是也没理由涨到200啊 [冷漠]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":650996402,"gmtCreate":1678802896207,"gmtModify":1678803126530,"author":{"id":"3478190524784701","authorId":"3478190524784701","name":"乐哥哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LU\">$陆金所(LU)$ </a>等分红后我再看看情况","listText":"<a href=\"https://laohu8.com/S/LU\">$陆金所(LU)$ </a>等分红后我再看看情况","text":"$陆金所(LU)$ 等分红后我再看看情况","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/650996402","isVote":1,"tweetType":1,"viewCount":726,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3478190524784701","authorId":"3478190524784701","name":"乐哥哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"此前,公司CEO赵容奭把业绩下滑的原因推到疫情以及宏观因素上,并预计这一趋势的持续势头,前述影响波及了收放款和分支机构的运营,以及消费者信心低迷所导致的整体疲软。","text":"此前,公司CEO赵容奭把业绩下滑的原因推到疫情以及宏观因素上,并预计这一趋势的持续势头,前述影响波及了收放款和分支机构的运营,以及消费者信心低迷所导致的整体疲软。","html":"此前,公司CEO赵容奭把业绩下滑的原因推到疫情以及宏观因素上,并预计这一趋势的持续势头,前述影响波及了收放款和分支机构的运营,以及消费者信心低迷所导致的整体疲软。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":182629521535160,"gmtCreate":1685617237692,"gmtModify":1685617560314,"author":{"id":"3478190524784701","authorId":"3478190524784701","name":"乐哥哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"另一个方面来说理想是占了混动的便宜,理想的对手应该是比亚迪和特斯拉,和蔚来那种豪车不是一个赛道。","listText":"另一个方面来说理想是占了混动的便宜,理想的对手应该是比亚迪和特斯拉,和蔚来那种豪车不是一个赛道。","text":"另一个方面来说理想是占了混动的便宜,理想的对手应该是比亚迪和特斯拉,和蔚来那种豪车不是一个赛道。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/182629521535160","repostId":"1151815019","repostType":2,"repost":{"id":"1151815019","pubTimestamp":1685616607,"share":"https://www.laohu8.com/m/news/1151815019?lang=&edition=full","pubTime":"2023-06-01 18:50","market":"us","language":"zh","title":"曾经蔚小理销量同台竞技,如今理想=2个蔚来+2个小鹏","url":"https://stock-news.laohu8.com/highlight/detail?id=1151815019","media":"见智研究","summary":"作为曾经的一线新势力御三家蔚来、理想和小鹏,从销量数据来看,如今理想似乎已经不带蔚来和小鹏玩了。5月理想销量达到2.83万辆,连续三个月销量破2万,同比增长146%,环比增长10.1%,而蔚来销量仅为","content":"<html><head></head><body><p>作为曾经的一线新势力御三家蔚来、理想和小鹏,从销量数据来看,如今理想似乎已经不带蔚来和小鹏玩了。</p><p>5月理想销量达到2.83万辆,连续三个月销量破2万,同比增长146%,环比增长10.1%,而蔚来销量仅为6155辆,同比降低12.4%,环比降低7.6%;小鹏销量也只有7506辆,同比降低25.8%,环比增长只有6%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/814339d3319bc2e13fc58d99a5f0cbbd\" tg-width=\"640\" tg-height=\"75\"/></p><p>今年上半年,三家销量分化极为严重,理想顺风顺水的进行了环比持续增长,从一月的1.5万辆增长至5月的万辆;蔚来稍显波折,虽然销量一度跌至0.66万辆,但是数月还是勉强维持住了万辆水平;而在去年四季度就已经显示颓势的小鹏(去年10月和11月销量跌至0.5万辆水平),今年未在有机会重返万辆水平,持续磨底0.5-0.7万辆销量水平。</p><p style=\"text-align: justify;\">华尔街见闻·见智研究认为,以理想做对比,小鹏和蔚来面临的困境不尽相同,小鹏面临的是主力车型的价格区间的竞争对手和竞争强度远超理想,同时想向高价位突破的G9却发行不顺,改款P7i有所增长但是由于老版本P7清理库存较慢,新版本交付周期又太长,显然还不够撑起整个大局。</p><p style=\"text-align: justify;\">而蔚来则是需要全力解决由于新旧平台更新、供应链等一系列原因所导致的蔚来新旧车型交替下的销量不佳问题,无论是何种原因导致月销量屡屡在万辆水平以下,留给蔚来的时间不多了,在惨烈的竞争中,竞争对手也不会给蔚来足够的时间,蔚来需要尽快提速完成新车型转化为新销量的效率。</p><h2 style=\"text-align: start;\">1、G9发行不顺,P7i交付慢,小鹏面临的竞争对手和强度高</h2><p style=\"text-align: justify;\">随着国内新能源汽车渗透率持续维持在30%以上水平,新能源车企的竞争对手早已不是新能源开荒时期的燃油车企,而是存量的新能源车企。</p><p style=\"text-align: justify;\">换而言之,目前市场中,无论消费者购买新能源汽车的理由是出于限车牌城市的便利,新能源汽车的高智能化,还是补能的成本优势,只要选择了新能源汽车,其作为对比的车型也将是新能源汽车车型。</p><p style=\"text-align: justify;\">而目前来看,新能源汽车市场中,小鹏面临的所处价格区间的纯电动市场的竞争格局,从竞争对手和竞争强度来看,要远高过于理想所面对的插电混动(包括增程式)市场。</p><p style=\"text-align: justify;\">其中,小鹏的主力车型的价格区间集中在15万元-30万元左右(包括小鹏的P7,P5和G3,高价位的G9暂时还未被市场完全接纳),不仅新能源汽车巨头特斯拉和比亚迪的爆款车型如Model3和比亚迪汉均位于这个价格区间,而且从低端市场向中端市场进发的二线新势力如哪吒的车型S,亦或是转型迅速后来居上的广汽埃安的V和LX等都在这个价格区间。</p><p style=\"text-align: justify;\">总的来看,小鹏所处的这个中端市场的产品同质化偏高,又面临高端市场车企的下沉和低端市场车企的向上开拓的压力。</p><p style=\"text-align: justify;\">而小鹏想进行高价位突破的G9发行不顺,改款P7i有所增长但是由于老版本P7清理库存较慢(新老版本配置差距大,但是价格相差也就4万元左右,老P7性价比已经不在,而P7i交付过慢,虽然订单过万,但是交付期高达8周),显然还不够撑起整个大局,所以小鹏肩上的担子较为沉重,想要从中杀出重围面临的压力还很大。</p><p style=\"text-align: justify;\">这也导致小鹏的销量持续5个季度下滑,从2022年一季度的3.5万辆降至今年一季度的1.8万辆,销量不佳叠加价格战也导致小鹏一季度的汽车毛利率直接跌至负数-2.5%,这是小鹏近三年以来首次出现负的汽车毛利率,小鹏今年后续的几个老车型如P5和G3的改款车型能否助力小鹏销量迅速回暖,从而重新拉回市场和消费者的关注,是小鹏接下来重回巅峰的重中之重。</p><p style=\"text-align: justify;\">反观理想,考虑到其增程式车型、30万以上的价格因素和超大6座和7座SUV细分市场以后,理想的直接竞争对手基本上缩减了一大半,而且很多还未完全上市,比如问界的M9和长城蓝山等,对标理想的车型在这些车型上市后才迎来真正的竞争,目前来看理想和小鹏两者的竞争压力和强度基本上是两个维度。</p><h2 style=\"text-align: start;\">2、蔚来的新车型转化新销量的效率太低</h2><p style=\"text-align: justify;\">而坚持做高端的蔚来的主力车型此前维持在40万元以上,随着ET5的上市,也进入了30万元的区间,总的来说处于32万元-55万元区间,价格区间的竞争压力不是蔚来的主要矛盾,蔚来持续不断的新车型推出,包括新旧平台升级换代,和后续新车型转化为新销量的效率实在太低。</p><p style=\"text-align: justify;\">新车型的推陈出新的确是好事,表现出了车企的活力和创新力,但是由于平台更新、供应链等问题导致蔚来的新旧车型交替迟迟难以解决,使得销量也屡屡不佳,今年一季度只能说勉强站住月销万辆的临界值,且在二季度又跌破,总的来看,留给蔚来的时间不多了,关键是在惨烈的竞争中,竞争对手也不会给蔚来足够的时间。</p><p style=\"text-align: justify;\">此外,从另一个角度来看,过快的新车型的推出和较低的销量转化效率,也侧面表现本身的产品力的不足,例如特斯拉的主力车型Model 3和Model Y都经历了6年和4年的长时间的考验,依旧是市场上的爆款车型,直到今年特斯拉才准备对Model 3进行第一次改款升级。蔚来的确有必要提提速,为消费者和市场增添对自家品牌的信心。</p><p style=\"text-align: justify;\">反观理想,被诟病单核车型许久的理想,当时的销量就在月销万辆左右,在成功转型三核阵容L9、L8和L7以后, 今年一季度理想基本上站稳了2万辆的水平。</p><p style=\"text-align: justify;\">而且根据理想对于2023年二季度的销量指引来看,公司预计二季度汽车交付量为7.6万辆至8.1万辆,月销量平均水平已经来到2.5万辆以上,甚至有望冲一冲3万辆大关。理想的确做到了车型的增加从而带动了销量的提升,而不是车型内部的相互消耗。</p><p style=\"text-align: justify;\">理想产品架构和车型的完善,也使得今年一季度理想的利润不仅由负数转正,还创下了历史新高,达到了9.3亿元。随着明年首款纯电车型上市,理想接下来需要着重考虑的是,在自身车型得到丰富的同时,能否与旗下作为基石的增程式车型形成良好的化学反应,这将是理想能否维持乃至扩大自己优势的重中之重。</p></body></html>","source":"lsy1574316446112","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>曾经蔚小理销量同台竞技,如今理想=2个蔚来+2个小鹏</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 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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曾经蔚小理销量同台竞技,如今理想=2个蔚来+2个小鹏\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-01 18:50 北京时间 <a href=https://wallstreetcn.com/articles/3690143><strong>见智研究</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作为曾经的一线新势力御三家蔚来、理想和小鹏,从销量数据来看,如今理想似乎已经不带蔚来和小鹏玩了。5月理想销量达到2.83万辆,连续三个月销量破2万,同比增长146%,环比增长10.1%,而蔚来销量仅为6155辆,同比降低12.4%,环比降低7.6%;小鹏销量也只有7506辆,同比降低25.8%,环比增长只有6%。今年上半年,三家销量分化极为严重,理想顺风顺水的进行了环比持续增长,从一月的1.5万辆...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3690143\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/80a575212be573b9eb3028203e1e40af","relate_stocks":{"NIO":"蔚来","02015":"理想汽车-W","LI":"理想汽车","09866":"蔚来-SW","XPEV":"小鹏汽车"},"source_url":"https://wallstreetcn.com/articles/3690143","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151815019","content_text":"作为曾经的一线新势力御三家蔚来、理想和小鹏,从销量数据来看,如今理想似乎已经不带蔚来和小鹏玩了。5月理想销量达到2.83万辆,连续三个月销量破2万,同比增长146%,环比增长10.1%,而蔚来销量仅为6155辆,同比降低12.4%,环比降低7.6%;小鹏销量也只有7506辆,同比降低25.8%,环比增长只有6%。今年上半年,三家销量分化极为严重,理想顺风顺水的进行了环比持续增长,从一月的1.5万辆增长至5月的万辆;蔚来稍显波折,虽然销量一度跌至0.66万辆,但是数月还是勉强维持住了万辆水平;而在去年四季度就已经显示颓势的小鹏(去年10月和11月销量跌至0.5万辆水平),今年未在有机会重返万辆水平,持续磨底0.5-0.7万辆销量水平。华尔街见闻·见智研究认为,以理想做对比,小鹏和蔚来面临的困境不尽相同,小鹏面临的是主力车型的价格区间的竞争对手和竞争强度远超理想,同时想向高价位突破的G9却发行不顺,改款P7i有所增长但是由于老版本P7清理库存较慢,新版本交付周期又太长,显然还不够撑起整个大局。而蔚来则是需要全力解决由于新旧平台更新、供应链等一系列原因所导致的蔚来新旧车型交替下的销量不佳问题,无论是何种原因导致月销量屡屡在万辆水平以下,留给蔚来的时间不多了,在惨烈的竞争中,竞争对手也不会给蔚来足够的时间,蔚来需要尽快提速完成新车型转化为新销量的效率。1、G9发行不顺,P7i交付慢,小鹏面临的竞争对手和强度高随着国内新能源汽车渗透率持续维持在30%以上水平,新能源车企的竞争对手早已不是新能源开荒时期的燃油车企,而是存量的新能源车企。换而言之,目前市场中,无论消费者购买新能源汽车的理由是出于限车牌城市的便利,新能源汽车的高智能化,还是补能的成本优势,只要选择了新能源汽车,其作为对比的车型也将是新能源汽车车型。而目前来看,新能源汽车市场中,小鹏面临的所处价格区间的纯电动市场的竞争格局,从竞争对手和竞争强度来看,要远高过于理想所面对的插电混动(包括增程式)市场。其中,小鹏的主力车型的价格区间集中在15万元-30万元左右(包括小鹏的P7,P5和G3,高价位的G9暂时还未被市场完全接纳),不仅新能源汽车巨头特斯拉和比亚迪的爆款车型如Model3和比亚迪汉均位于这个价格区间,而且从低端市场向中端市场进发的二线新势力如哪吒的车型S,亦或是转型迅速后来居上的广汽埃安的V和LX等都在这个价格区间。总的来看,小鹏所处的这个中端市场的产品同质化偏高,又面临高端市场车企的下沉和低端市场车企的向上开拓的压力。而小鹏想进行高价位突破的G9发行不顺,改款P7i有所增长但是由于老版本P7清理库存较慢(新老版本配置差距大,但是价格相差也就4万元左右,老P7性价比已经不在,而P7i交付过慢,虽然订单过万,但是交付期高达8周),显然还不够撑起整个大局,所以小鹏肩上的担子较为沉重,想要从中杀出重围面临的压力还很大。这也导致小鹏的销量持续5个季度下滑,从2022年一季度的3.5万辆降至今年一季度的1.8万辆,销量不佳叠加价格战也导致小鹏一季度的汽车毛利率直接跌至负数-2.5%,这是小鹏近三年以来首次出现负的汽车毛利率,小鹏今年后续的几个老车型如P5和G3的改款车型能否助力小鹏销量迅速回暖,从而重新拉回市场和消费者的关注,是小鹏接下来重回巅峰的重中之重。反观理想,考虑到其增程式车型、30万以上的价格因素和超大6座和7座SUV细分市场以后,理想的直接竞争对手基本上缩减了一大半,而且很多还未完全上市,比如问界的M9和长城蓝山等,对标理想的车型在这些车型上市后才迎来真正的竞争,目前来看理想和小鹏两者的竞争压力和强度基本上是两个维度。2、蔚来的新车型转化新销量的效率太低而坚持做高端的蔚来的主力车型此前维持在40万元以上,随着ET5的上市,也进入了30万元的区间,总的来说处于32万元-55万元区间,价格区间的竞争压力不是蔚来的主要矛盾,蔚来持续不断的新车型推出,包括新旧平台升级换代,和后续新车型转化为新销量的效率实在太低。新车型的推陈出新的确是好事,表现出了车企的活力和创新力,但是由于平台更新、供应链等问题导致蔚来的新旧车型交替迟迟难以解决,使得销量也屡屡不佳,今年一季度只能说勉强站住月销万辆的临界值,且在二季度又跌破,总的来看,留给蔚来的时间不多了,关键是在惨烈的竞争中,竞争对手也不会给蔚来足够的时间。此外,从另一个角度来看,过快的新车型的推出和较低的销量转化效率,也侧面表现本身的产品力的不足,例如特斯拉的主力车型Model 3和Model Y都经历了6年和4年的长时间的考验,依旧是市场上的爆款车型,直到今年特斯拉才准备对Model 3进行第一次改款升级。蔚来的确有必要提提速,为消费者和市场增添对自家品牌的信心。反观理想,被诟病单核车型许久的理想,当时的销量就在月销万辆左右,在成功转型三核阵容L9、L8和L7以后, 今年一季度理想基本上站稳了2万辆的水平。而且根据理想对于2023年二季度的销量指引来看,公司预计二季度汽车交付量为7.6万辆至8.1万辆,月销量平均水平已经来到2.5万辆以上,甚至有望冲一冲3万辆大关。理想的确做到了车型的增加从而带动了销量的提升,而不是车型内部的相互消耗。理想产品架构和车型的完善,也使得今年一季度理想的利润不仅由负数转正,还创下了历史新高,达到了9.3亿元。随着明年首款纯电车型上市,理想接下来需要着重考虑的是,在自身车型得到丰富的同时,能否与旗下作为基石的增程式车型形成良好的化学反应,这将是理想能否维持乃至扩大自己优势的重中之重。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1427,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3544701737580379","authorId":"3544701737580379","name":"JavenD","avatar":"https://static.tigerbbs.com/9b51c28d99110027d69a15a388f4312d","crmLevel":2,"crmLevelSwitch":0},"content":"开蔚来的人都自我感觉在开保时捷,可是别人车标认不出来啊。。。 还是理想定位更准","text":"开蔚来的人都自我感觉在开保时捷,可是别人车标认不出来啊。。。 还是理想定位更准","html":"开蔚来的人都自我感觉在开保时捷,可是别人车标认不出来啊。。。 还是理想定位更准"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":658720920,"gmtCreate":1683139351461,"gmtModify":1683139353178,"author":{"id":"3478190524784701","authorId":"3478190524784701","name":"乐哥哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"拨云见日,加息终于可能结束了! 美股牛市的可能性已经远大于熊市了。","listText":"拨云见日,加息终于可能结束了! 美股牛市的可能性已经远大于熊市了。","text":"拨云见日,加息终于可能结束了! 美股牛市的可能性已经远大于熊市了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/658720920","repostId":"1194639490","repostType":4,"repost":{"id":"1194639490","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":1683139032,"share":"https://www.laohu8.com/m/news/1194639490?lang=&edition=full","pubTime":"2023-05-04 02:37","market":"other","language":"zh","title":"美联储主席鲍威尔:如果通胀居高不下,美联储不会降息","url":"https://stock-news.laohu8.com/highlight/detail?id=1194639490","media":"老虎资讯综合","summary":"鲍威尔在记者会上称:如果通胀居高不下,美联储不会降息。鉴于FOMC认为通胀需要一段时间才能下降,因此降息不合适。5月4日,在美联储FOMC会议后,美联储主席鲍威尔举行记者会。鲍威尔就美国银行业状况、美","content":"<html><head></head><body><blockquote><strong><span style=\"color:#000000;\" class=\"color-mark\">鲍威尔在记者会上称:如果通胀居高不下,美联储不会降息。鉴于FOMC认为通胀需要一段时间才能下降,因此降息不合适。</span></strong></blockquote><p>5月4日,在美联储FOMC会议后,美联储主席鲍威尔举行记者会。鲍威尔就美国银行业状况、美国通胀、宏观经济等议题发表看法。</p><p><strong>鲍威尔表示:</strong></p><p>美国银行体系健全且富有韧性,银行业状况已普遍改善。</p><p><strong>焦点仍然在双目标上,坚决致力于将通胀拉回到2%。</strong></p><p>将采用依赖数据的方法来确定进一步加息的程度。</p><p>劳动力市场仍然“非常紧张”,一些迹象显示劳动力市场的供需正在恢复平衡,名义工资增长已显示出缓和迹象,职位空缺已经减少。</p><p><strong>通胀远高于目标,但已有所缓和,通胀压力继续高企,要降低通胀还有很长的路要走。</strong></p><p>正在看到政策紧缩的影响,尤其是对住房和投资,需要时间才能实现限制性货币政策的全部效果。经济可能面临信贷状况的不利影响,影响的程度尚不确定。</p><p>将通过逐次会议确定利率行动,如果有必要,美联储准备采取更多行动。</p><p><strong>鲍威尔表示,他的预测是经济温和增长,而不是衰退。</strong></p><p><strong>不再说预计会进一步收紧政策,这是一个有意义的变化。</strong></p><p>及时提高债务上限至关重要;如果没有达成债务协议,经济后果“高度不确定”;最新利率决定中未考虑债务上限僵局。</p><p>不希望最大的银行进行大规模收购,没有进一步整合银行的议程。</p><p><strong><span style=\"color:#562727;\" class=\"color-mark\">原则上不需要把利率提高到那么高。信贷紧缩使评估复杂化,增加了不确定性,很难预测信贷紧缩将在多大程度上取代进一步加息的需要。评估需要采取更紧缩政策的程度将持续,并将逐次会议进行。</span></strong></p><p><strong>美联储政策是否已达到足够的限制性,将有一个持续的评估。美联储正在努力达到并在较长时间内保持充分的限制性立场,以降低通胀。现在利率距离足够限制性水平不太远,可能已经到了。</strong></p><p>美国可能会面临温和的经济衰退。</p><p><strong><span style=\"color:#562727;\" class=\"color-mark\">如果通胀居高不下,美联储不会降息。鉴于FOMC认为通胀需要一段时间才能下降,因此降息不合适。</span></strong></p><p><strong><span style=\"color:#562727;\" class=\"color-mark\">FOMC的确讨论过暂停加息的可能性,但没有决定在5月份就这样做。感觉我们正不断接近这样的节点,可能会暂停一段时间。</span></strong></p><p>美联储主席鲍威尔5月份例行新闻发布会结束。</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>美联储主席鲍威尔:如果通胀居高不下,美联储不会降息</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美联储主席鲍威尔:如果通胀居高不下,美联储不会降息\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\">2023-05-04 02:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><strong><span style=\"color:#000000;\" class=\"color-mark\">鲍威尔在记者会上称:如果通胀居高不下,美联储不会降息。鉴于FOMC认为通胀需要一段时间才能下降,因此降息不合适。</span></strong></blockquote><p>5月4日,在美联储FOMC会议后,美联储主席鲍威尔举行记者会。鲍威尔就美国银行业状况、美国通胀、宏观经济等议题发表看法。</p><p><strong>鲍威尔表示:</strong></p><p>美国银行体系健全且富有韧性,银行业状况已普遍改善。</p><p><strong>焦点仍然在双目标上,坚决致力于将通胀拉回到2%。</strong></p><p>将采用依赖数据的方法来确定进一步加息的程度。</p><p>劳动力市场仍然“非常紧张”,一些迹象显示劳动力市场的供需正在恢复平衡,名义工资增长已显示出缓和迹象,职位空缺已经减少。</p><p><strong>通胀远高于目标,但已有所缓和,通胀压力继续高企,要降低通胀还有很长的路要走。</strong></p><p>正在看到政策紧缩的影响,尤其是对住房和投资,需要时间才能实现限制性货币政策的全部效果。经济可能面临信贷状况的不利影响,影响的程度尚不确定。</p><p>将通过逐次会议确定利率行动,如果有必要,美联储准备采取更多行动。</p><p><strong>鲍威尔表示,他的预测是经济温和增长,而不是衰退。</strong></p><p><strong>不再说预计会进一步收紧政策,这是一个有意义的变化。</strong></p><p>及时提高债务上限至关重要;如果没有达成债务协议,经济后果“高度不确定”;最新利率决定中未考虑债务上限僵局。</p><p>不希望最大的银行进行大规模收购,没有进一步整合银行的议程。</p><p><strong><span style=\"color:#562727;\" class=\"color-mark\">原则上不需要把利率提高到那么高。信贷紧缩使评估复杂化,增加了不确定性,很难预测信贷紧缩将在多大程度上取代进一步加息的需要。评估需要采取更紧缩政策的程度将持续,并将逐次会议进行。</span></strong></p><p><strong>美联储政策是否已达到足够的限制性,将有一个持续的评估。美联储正在努力达到并在较长时间内保持充分的限制性立场,以降低通胀。现在利率距离足够限制性水平不太远,可能已经到了。</strong></p><p>美国可能会面临温和的经济衰退。</p><p><strong><span style=\"color:#562727;\" class=\"color-mark\">如果通胀居高不下,美联储不会降息。鉴于FOMC认为通胀需要一段时间才能下降,因此降息不合适。</span></strong></p><p><strong><span style=\"color:#562727;\" class=\"color-mark\">FOMC的确讨论过暂停加息的可能性,但没有决定在5月份就这样做。感觉我们正不断接近这样的节点,可能会暂停一段时间。</span></strong></p><p>美联储主席鲍威尔5月份例行新闻发布会结束。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/909f0c076f3fff78497a5c9be00e5429","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194639490","content_text":"鲍威尔在记者会上称:如果通胀居高不下,美联储不会降息。鉴于FOMC认为通胀需要一段时间才能下降,因此降息不合适。5月4日,在美联储FOMC会议后,美联储主席鲍威尔举行记者会。鲍威尔就美国银行业状况、美国通胀、宏观经济等议题发表看法。鲍威尔表示:美国银行体系健全且富有韧性,银行业状况已普遍改善。焦点仍然在双目标上,坚决致力于将通胀拉回到2%。将采用依赖数据的方法来确定进一步加息的程度。劳动力市场仍然“非常紧张”,一些迹象显示劳动力市场的供需正在恢复平衡,名义工资增长已显示出缓和迹象,职位空缺已经减少。通胀远高于目标,但已有所缓和,通胀压力继续高企,要降低通胀还有很长的路要走。正在看到政策紧缩的影响,尤其是对住房和投资,需要时间才能实现限制性货币政策的全部效果。经济可能面临信贷状况的不利影响,影响的程度尚不确定。将通过逐次会议确定利率行动,如果有必要,美联储准备采取更多行动。鲍威尔表示,他的预测是经济温和增长,而不是衰退。不再说预计会进一步收紧政策,这是一个有意义的变化。及时提高债务上限至关重要;如果没有达成债务协议,经济后果“高度不确定”;最新利率决定中未考虑债务上限僵局。不希望最大的银行进行大规模收购,没有进一步整合银行的议程。原则上不需要把利率提高到那么高。信贷紧缩使评估复杂化,增加了不确定性,很难预测信贷紧缩将在多大程度上取代进一步加息的需要。评估需要采取更紧缩政策的程度将持续,并将逐次会议进行。美联储政策是否已达到足够的限制性,将有一个持续的评估。美联储正在努力达到并在较长时间内保持充分的限制性立场,以降低通胀。现在利率距离足够限制性水平不太远,可能已经到了。美国可能会面临温和的经济衰退。如果通胀居高不下,美联储不会降息。鉴于FOMC认为通胀需要一段时间才能下降,因此降息不合适。FOMC的确讨论过暂停加息的可能性,但没有决定在5月份就这样做。感觉我们正不断接近这样的节点,可能会暂停一段时间。美联储主席鲍威尔5月份例行新闻发布会结束。","news_type":1},"isVote":1,"tweetType":1,"viewCount":399,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3535756328865788","authorId":"3535756328865788","name":"姜丝可乐","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"想啥呢,你觉得通胀会下去吗","text":"想啥呢,你觉得通胀会下去吗","html":"想啥呢,你觉得通胀会下去吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":301743164235888,"gmtCreate":1714673846565,"gmtModify":1714673847968,"author":{"id":"3478190524784701","authorId":"3478190524784701","name":"乐哥哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a 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data-views=\"0\"></v-v>韭菜割一波,大众15入的。而且大众今年自己都不行[笑哭] ","listText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$ </a><v-v data-views=\"0\"></v-v>韭菜割一波,大众15入的。而且大众今年自己都不行[笑哭] ","text":"$小鹏汽车(XPEV)$ 韭菜割一波,大众15入的。而且大众今年自己都不行[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/202102769107120","isVote":1,"tweetType":1,"viewCount":1698,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3478190524784701","authorId":"3478190524784701","name":"乐哥哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"看了call和put…这价格站不住","text":"看了call和put…这价格站不住","html":"看了call和put…这价格站不住"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":658590821,"gmtCreate":1682693500663,"gmtModify":1682693502633,"author":{"id":"3478190524784701","authorId":"3478190524784701","name":"乐哥哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v>末日期权真的是心跳...","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ 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等到2块多再入[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/655306138","isVote":1,"tweetType":1,"viewCount":5223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":650393542,"gmtCreate":1678877019086,"gmtModify":1678877665615,"author":{"id":"3478190524784701","authorId":"3478190524784701","name":"乐哥哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v>怕是要等到22号美联储宣布降息或者不加息了。 ","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v>怕是要等到22号美联储宣布降息或者不加息了。 ","text":"$特斯拉(TSLA)$ 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特斯拉真的是拉了。交易量比前几个月少太多了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/650931626","isVote":1,"tweetType":1,"viewCount":4818,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":650907364,"gmtCreate":1678800046458,"gmtModify":1678800552210,"author":{"id":"3478190524784701","authorId":"3478190524784701","name":"乐哥哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LU\">$陆金所(LU)$ </a>第四季度亏损6亿。","listText":"<a href=\"https://laohu8.com/S/LU\">$陆金所(LU)$ </a>第四季度亏损6亿。","text":"$陆金所(LU)$ 第四季度亏损6亿。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/650907364","isVote":1,"tweetType":1,"viewCount":10760,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3485338764701133","authorId":"3485338764701133","name":"maru","avatar":"https://static.tigerbbs.com/a8b25dfd4c2a7c5659cfaa6651da15d2","crmLevel":2,"crmLevelSwitch":0},"content":"就这还是修饰过的,还隐藏了大雷","text":"就这还是修饰过的,还隐藏了大雷","html":"就这还是修饰过的,还隐藏了大雷"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":627575578,"gmtCreate":1678459503295,"gmtModify":1678460795533,"author":{"id":"3478190524784701","authorId":"3478190524784701","name":"乐哥哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LU\">$陆金所(LU)$ </a>这几天的走势 是财报爆雷了吧","listText":"<a href=\"https://laohu8.com/S/LU\">$陆金所(LU)$ </a>这几天的走势 是财报爆雷了吧","text":"$陆金所(LU)$ 这几天的走势 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同样不看好蔚来。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/182629492260888","repostId":"1104812006","repostType":2,"isVote":1,"tweetType":1,"viewCount":1173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}