新能源支持者的个人主页 - 老虎社区

新能源支持者

新能源支持者

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IP属地：北京

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新能源支持者

06-03

$Faraday Future(FFIE)$ 这么多人做空，万一资本拉一波，做空的岂不是惨了，等收割完做空的人，资本再跑路，咋整？

新能源支持者

03-11

$爱奇艺(IQ)$ 持续盈利的公司，公司人均效益650万我，远超其他互联网大厂，

新能源支持者

2023-11-21

$爱奇艺(IQ)$ 为什么每次一发财报就跌，每次财报都不错啊，无论是收入规模，还是运营利润，奇了怪了

新能源支持者

2023-05-17

$爱奇艺(IQ)$ 为什么财报如此漂亮，股价却如此惨？？？

新能源支持者

2021-11-18

[微笑] [微笑] [微笑] [微笑]

@期权异动观察:11.17期权异动观察，美国电动三傻get了吗

新能源支持者

2021-10-17

[微笑] [微笑] [微笑] [微笑]

@话题虎:马斯克：我迫不及待地想要加入《原神》的世界！

新能源支持者

2021-09-15

[微笑] [微笑] [微笑] [微笑]

蔚小理吃了谁的份额？

新能源支持者

2021-08-28

[微笑] [微笑] [微笑] [微笑]

@DragonView:$达美航空(DAL)$到底在跌势什么？我在美国，就连智障都知道现在疫情对航空不及没有负面影响，甚至有正向推动作用。$美国航空(AAL)$达美是航空之王，估值也相对最低，反而还是最弱势的。所有航空走势一样，完全不在基本面。而大盘的严重溢价股才是真正的泡沫。航空现在是美股最被低估的板块。tsa官网数据显示连续上白天稳定在19年的75%左右。$西南航空(LUV)$

新能源支持者

2021-08-22

😀😀😀😀😀😀

抱歉，原内容已删除

新能源支持者

2021-06-18

教育股波动太大了

@白莲花财经:$掌门教育(ZME)$感谢你们家的投资人以及董秘团队，第一次中签这么多，第一次赚这么多，第一次集合竞价卖了最高点，太开心了，不到5000刀，我决定给孩子买掌门的课，一对一提高分数和成绩，董秘看到不用感谢我😯哈哈哈

新能源支持者

2021-06-04

今晚什么走势[微笑]

新能源支持者

2021-06-03

近一年390%收益率，全靠蔚来

新能源支持者

2021-06-01

$爱奇艺(IQ)$什么时间可以回到30啊。[流泪] [流泪] [流泪] [流泪]

新能源支持者

2021-04-23

新能源起飞吧[流泪] [流泪] [流泪]

新能源支持者

2021-04-08

喋喋不休啊

@英为财情:今日财经5件大事：美联储会议纪要来袭，印度新增确诊人数创纪录

新能源支持者

2021-04-08

跌的太惨了[流泪] [流泪] [流泪] [流泪]

抱歉，原内容已删除

新能源支持者

2021-03-31

$中国铁塔(00788)$中字头的股票，买一次套牢一次。[流泪] [流泪] [流泪] [流泪]

新能源支持者

2021-03-31

为什么总觉得小米长期看没有前途呢。

新能源支持者

2021-03-31

$小米集团-W(01810)$小米造的车，真心不敢买啊。估计最后还得做成低端车。

新能源支持者

2021-03-03

今年的低点了

德意志银行：建议逢低买入，重申蔚来目标价70美元

去老虎APP查看更多动态

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[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/878546699","repostId":"878097884","repostType":1,"repost":{"id":878097884,"gmtCreate":1637120776745,"gmtModify":1637129470845,"author":{"id":"3527667583497005","authorId":"3527667583497005","name":"期权异动观察","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667583497005","idStr":"3527667583497005"},"themes":[],"title":"11.17期权异动观察，美国电动三傻get了吗","htmlText":"<a href=\"https://laohu8.com/S/LCID\">$Lucid Group Inc(LCID)$</a> 经常说国产电动三傻，现在美股也有电动三傻了<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$</a> <a href=\"https://laohu8.com/S/LCID\">$Lucid Group Inc(LCID)$</a> 最近的走势真的是精彩不断，昨晚除了特斯拉的两个都是20%的涨幅，严重怀疑很多资金从特斯拉出来去炒两个好兄弟了。 格隆汇11月17日丨美东时间周二(16日)，美国电动车企Lucid Group(LCID.US)首席执行官Peter Rawlinson表示，该公司计划在美国以外建立工厂，其中包括全球最大的汽车市场——中国。担任过特斯拉高管的Rawlinson认为，Lucid的股票和市值也会像行业领导者特斯拉一样，最终将超越传统车企。 Lucid昨日股价暴涨23.7%报55.52美元，市值达888.3亿美元，超过福特的790亿美元，紧追通用汽车的909亿美元，成全球汽车行业第八大市值公司。 <a href=\"https://laohu8.com/S/CVX\">$雪佛龙(CVX)$</a> &nbsp;&nbsp;昨日再次上涨创新高，目前依然处于强势上涨区间。股神巴菲特再次增持雪佛龙。股神三季度第一大增持股为雪佛龙，增持幅度达24%，持仓市值升至达29亿美元。 <a href=\"https://laohu8.com/S/MRK\">$默沙东(MRK)$</a>目前走势依然沿着20日线拉升。11月15日，默沙东在美国心脏协会2021年科学会议上展示了","listText":"<a href=\"https://laohu8.com/S/LCID\">$Lucid Group Inc(LCID)$</a> 经常说国产电动三傻，现在美股也有电动三傻了<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$</a> <a href=\"https://laohu8.com/S/LCID\">$Lucid Group Inc(LCID)$</a> 最近的走势真的是精彩不断，昨晚除了特斯拉的两个都是20%的涨幅，严重怀疑很多资金从特斯拉出来去炒两个好兄弟了。 格隆汇11月17日丨美东时间周二(16日)，美国电动车企Lucid Group(LCID.US)首席执行官Peter Rawlinson表示，该公司计划在美国以外建立工厂，其中包括全球最大的汽车市场——中国。担任过特斯拉高管的Rawlinson认为，Lucid的股票和市值也会像行业领导者特斯拉一样，最终将超越传统车企。 Lucid昨日股价暴涨23.7%报55.52美元，市值达888.3亿美元，超过福特的790亿美元，紧追通用汽车的909亿美元，成全球汽车行业第八大市值公司。 <a href=\"https://laohu8.com/S/CVX\">$雪佛龙(CVX)$</a> &nbsp;&nbsp;昨日再次上涨创新高，目前依然处于强势上涨区间。股神巴菲特再次增持雪佛龙。股神三季度第一大增持股为雪佛龙，增持幅度达24%，持仓市值升至达29亿美元。 <a href=\"https://laohu8.com/S/MRK\">$默沙东(MRK)$</a>目前走势依然沿着20日线拉升。11月15日，默沙东在美国心脏协会2021年科学会议上展示了","text":"$Lucid Group Inc(LCID)$ 经常说国产电动三傻，现在美股也有电动三傻了$特斯拉(TSLA)$ $Rivian Automotive, Inc.(RIVN)$ $Lucid Group Inc(LCID)$ 最近的走势真的是精彩不断，昨晚除了特斯拉的两个都是20%的涨幅，严重怀疑很多资金从特斯拉出来去炒两个好兄弟了。 格隆汇11月17日丨美东时间周二(16日)，美国电动车企Lucid Group(LCID.US)首席执行官Peter Rawlinson表示，该公司计划在美国以外建立工厂，其中包括全球最大的汽车市场——中国。担任过特斯拉高管的Rawlinson认为，Lucid的股票和市值也会像行业领导者特斯拉一样，最终将超越传统车企。 Lucid昨日股价暴涨23.7%报55.52美元，市值达888.3亿美元，超过福特的790亿美元，紧追通用汽车的909亿美元，成全球汽车行业第八大市值公司。 $雪佛龙(CVX)$ 昨日再次上涨创新高，目前依然处于强势上涨区间。股神巴菲特再次增持雪佛龙。股神三季度第一大增持股为雪佛龙，增持幅度达24%，持仓市值升至达29亿美元。 $默沙东(MRK)$目前走势依然沿着20日线拉升。11月15日，默沙东在美国心脏协会2021年科学会议上展示了","images":[{"img":"https://static.tigerbbs.com/5b8583f3df0e72d64392b08a8af95390","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/878097884","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1690,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":827196454,"gmtCreate":1634430815714,"gmtModify":1634430815714,"author":{"id":"3484775447389718","authorId":"3484775447389718","name":"新能源支持者","avatar":"https://static.tigerbbs.com/7008e91c4d82ad91a7b3be08d087e1f1","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3484775447389718","idStr":"3484775447389718"},"themes":[],"htmlText":"[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;","listText":"[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;","text":"[微笑] [微笑] [微笑] [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/827196454","repostId":"824966036","repostType":1,"repost":{"id":824966036,"gmtCreate":1634270729822,"gmtModify":1634272612280,"author":{"id":"3502767768442965","authorId":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3502767768442965","idStr":"3502767768442965"},"themes":[],"title":"马斯克：我迫不及待地想要加入《原神》的世界！","htmlText":"昨天，原神火了，火遍世界了。。。 10月14日，埃隆·马斯克表示，自己已经“迫不及待要加入《原神》世界了”。原神，是中国游戏公司米哈游旗下的游戏产品，为何会引起世界首富的马斯克的关注？ 原来，为庆祝粉丝超过200万人，《原神》设计了一个挑战赛，让粉丝关注一个叫“Ella Musk”的游戏人物，因为这个人物的名字和埃隆·马斯克（Elon Musk）很想，最后设定一个大奖，若粉丝数量达到500万，米哈游CEO大伟将邀请马斯克参观米哈游总部。 于是，就有了马斯克回应原神这么一档子事。 Ella Musk 在游戏中是一个语言学家 马斯克的这条推特引起了不少关注，已经获得几十万人的点赞，十足的又给原神刷了一波存在感。 据了解，《原神》在游戏圈中地位非常高，米哈游仅凭这一款游戏，在去年的营收超过了100亿，成为继<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NTES\">$网易(NTES)$</a> 后的中国游戏三巨头之一。 有数据显示，数据显示，《原神》有31.6%的收入来自中国地区，北美地区占比也高达21.7%。面对原神的强势，腾讯和网易在今年也推出强力之作，分别上线了【英雄联盟】和【哈利波特】手游。 有网友称： 悄然间，中国游戏公司水准已经走向了世界前列，当我们苦于制造业被卡脖子、互联网突围困难时，游戏企业已经逐步占领外国市场了。 …… 最后，大家聊一聊： 你如何看中国的游戏行业？现在是否值得投资，投资哪些？ 精彩留言用户可获得888社区积分噢！ <a target=\"_blank\" href=\"https://laohu8.com/S/00799\">$IGG(00799)$</a>","listText":"昨天，原神火了，火遍世界了。。。 10月14日，埃隆·马斯克表示，自己已经“迫不及待要加入《原神》世界了”。原神，是中国游戏公司米哈游旗下的游戏产品，为何会引起世界首富的马斯克的关注？ 原来，为庆祝粉丝超过200万人，《原神》设计了一个挑战赛，让粉丝关注一个叫“Ella Musk”的游戏人物，因为这个人物的名字和埃隆·马斯克（Elon Musk）很想，最后设定一个大奖，若粉丝数量达到500万，米哈游CEO大伟将邀请马斯克参观米哈游总部。 于是，就有了马斯克回应原神这么一档子事。 Ella Musk 在游戏中是一个语言学家 马斯克的这条推特引起了不少关注，已经获得几十万人的点赞，十足的又给原神刷了一波存在感。 据了解，《原神》在游戏圈中地位非常高，米哈游仅凭这一款游戏，在去年的营收超过了100亿，成为继<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NTES\">$网易(NTES)$</a> 后的中国游戏三巨头之一。 有数据显示，数据显示，《原神》有31.6%的收入来自中国地区，北美地区占比也高达21.7%。面对原神的强势，腾讯和网易在今年也推出强力之作，分别上线了【英雄联盟】和【哈利波特】手游。 有网友称： 悄然间，中国游戏公司水准已经走向了世界前列，当我们苦于制造业被卡脖子、互联网突围困难时，游戏企业已经逐步占领外国市场了。 …… 最后，大家聊一聊： 你如何看中国的游戏行业？现在是否值得投资，投资哪些？ 精彩留言用户可获得888社区积分噢！ <a target=\"_blank\" href=\"https://laohu8.com/S/00799\">$IGG(00799)$</a>","text":"昨天，原神火了，火遍世界了。。。 10月14日，埃隆·马斯克表示，自己已经“迫不及待要加入《原神》世界了”。原神，是中国游戏公司米哈游旗下的游戏产品，为何会引起世界首富的马斯克的关注？ 原来，为庆祝粉丝超过200万人，《原神》设计了一个挑战赛，让粉丝关注一个叫“Ella Musk”的游戏人物，因为这个人物的名字和埃隆·马斯克（Elon Musk）很想，最后设定一个大奖，若粉丝数量达到500万，米哈游CEO大伟将邀请马斯克参观米哈游总部。 于是，就有了马斯克回应原神这么一档子事。 Ella Musk 在游戏中是一个语言学家 马斯克的这条推特引起了不少关注，已经获得几十万人的点赞，十足的又给原神刷了一波存在感。 据了解，《原神》在游戏圈中地位非常高，米哈游仅凭这一款游戏，在去年的营收超过了100亿，成为继$腾讯控股(00700)$ $网易(NTES)$ 后的中国游戏三巨头之一。 有数据显示，数据显示，《原神》有31.6%的收入来自中国地区，北美地区占比也高达21.7%。面对原神的强势，腾讯和网易在今年也推出强力之作，分别上线了【英雄联盟】和【哈利波特】手游。 有网友称： 悄然间，中国游戏公司水准已经走向了世界前列，当我们苦于制造业被卡脖子、互联网突围困难时，游戏企业已经逐步占领外国市场了。 …… 最后，大家聊一聊： 你如何看中国的游戏行业？现在是否值得投资，投资哪些？ 精彩留言用户可获得888社区积分噢！ $IGG(00799)$","images":[{"img":"https://static.tigerbbs.com/542af4fc19767d2a0164c3bd60b914d4","width":"617","height":"113"},{"img":"https://static.tigerbbs.com/0ef9a5f9cc0daff6ddfc2c9efab20625","width":"720","height":"405"},{"img":"https://static.tigerbbs.com/6b6ad00784bbcbe62af328f640e262cc","width":"1080","height":"633"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/824966036","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3459,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":882637097,"gmtCreate":1631682651420,"gmtModify":1631682651420,"author":{"id":"3484775447389718","authorId":"3484775447389718","name":"新能源支持者","avatar":"https://static.tigerbbs.com/7008e91c4d82ad91a7b3be08d087e1f1","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3484775447389718","idStr":"3484775447389718"},"themes":[],"htmlText":"[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;","listText":"[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;","text":"[微笑] [微笑] [微笑] [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/882637097","repostId":"1185544628","repostType":2,"repost":{"id":"1185544628","pubTimestamp":1631675130,"share":"https://www.laohu8.com/m/news/1185544628?lang=&edition=full","pubTime":"2021-09-15 11:05","market":"hk","language":"zh","title":"蔚小理吃了谁的份额？","url":"https://stock-news.laohu8.com/highlight/detail?id=1185544628","media":"电动汽车观察家","summary":"8月，理想、小鹏、蔚来的销量分别为9433辆、7214辆、5880辆，同比分别增长248%、172%、48%。换算成具体数字的话，三家相比去年同期总计大概有1万左右的增量。如果从无到有的角度来看，蔚小","content":"<p>8月，理想、小鹏、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>的销量分别为9433辆、7214辆、5880辆，同比分别增长248%、172%、48%。换算成具体数字的话，<b>三家相比去年同期总计大概有1万左右的增量。如果从无到有的角度来看，蔚小理3家今年至今已经拿到了2万+的销量。</b></p>\n<p>本土车市2017年到巅峰，之后的三年多时间里，市场再没回到巅峰水平。与此同时，新能源补贴也在滑坡。而蔚小理的车子都在这3年多时间里开始交付。</p>\n<p><b>换句话说，蔚小理这2万+的月销量，不是从市场增量里拿到的，而是在市场下滑以及补贴下降的状态下，从燃油车那里生生夺走的。</b></p>\n<p>有必要找出它们究竟吃掉了谁的份额。搞清楚这个问题，会意识到<b>新造车带来的影响不仅仅停留在产品层面，它很可能会改变市场的价格结构，乃至轿车的命运。</b></p>\n<p>蔚小理的SUV</p>\n<p>这3家总计有5款SUV：ONE、ES8、ES6、EC6、G3。</p>\n<p>这5款车型里，存在感最弱的是小鹏G3，月销1千级别；存在感最高的当然是理想ONE，月销逼近1万；蔚来三款SUV销量较为平均，大差不差算一下，ES8月均1千+，ES6月均3千+、EC6月均2千+。（ES8售价40万+，比G3高很多，因此相近的销量下，前者分量更重）各自的销量里，价格效应非常明显。</p>\n<p>G3明明是价格最低的，15-20万级别，偏偏最没有存在感。<b>原因也很简单，它直接去了合资紧凑型SUV的市场，面对的是荣放、昂科威、CR-V这些动不动价格能冲上2万的魔王车。</b>那个级别的市场也早就熟透了，不算CR-V一家独大的前几年，从合资SUV一哄而上算起，到现在已经有了近10年的时间，车型换代都已经完成了两轮，市场已经被深刻教育：那个价格的SUV，选日德美的品牌就对了。</p>\n<p>存在感最强的ONE，上市价格32万级别，更新后33万级别，现在差不多坐稳中大型SUV月销第一。它吃了谁的份额？眼见的第一候选是汉兰达，虽然它是中型SUV，级别稍低，但价格区间有重合，而且是之前是市场上7座SUV的首选，舆论也普遍这样认为。</p>\n<p><b>不过仔细观察一下汉兰达的销量趋势，抛开近两个月换代以及丰田因芯片短缺减产的因素，其销量走势基本没什么变化。</b>把范围放大，看看那些ONE的直接竞争对手，途昂、昂科旗、探险者……，近两年的销量趋势计入上市周期、芯片短缺等因素的影响，也都符合规律。而且说两句丑话，<b>ONE这几款直接和间接竞品，除了汉兰达和途昂，月均销量能稳定在5000以上的基本没有，吃它们的份额，ONE到不了月销迫近1万的水平。</b></p>\n<p><img src=\"https://static.tigerbbs.com/7d591b7e57df7cd98073b17da9d5b331\" tg-width=\"626\" tg-height=\"288\" referrerpolicy=\"no-referrer\"></p>\n<p>抛开近期可能的芯片影响，汉兰达近两年销量并不明显变化（资料来源：<a href=\"https://laohu8.com/S/SOHU\">搜狐</a>汽车产销数据库）</p>\n<p>就是说，<b>没有哪款直接竞品是被ONE吃掉了大块销量的。理想ONE这近万的月销，就是自己创造出来的。</b>所有33万上下预算的购车者，所有6座或7座车型的购车者，都有一部分被ONE吸引过去买它了。</p>\n<p><b>33万上下的价格是ONE成为现象级的关键。</b>这是合资中大型SUV的市场，但合资中大型SUV普遍没什么说服力，市场认可度很弱，新产品进入时遇不到像样的阻力。而那些强势产品如X3、GLC、Q5L这些<a href=\"https://laohu8.com/S/DLX\">豪华</a>中型SUV，其势力范围是从35万以上起步的，7座SUV的硬骨头汉兰达，33万级别已经是接近顶配、次顶配的车型，不是主力。</p>\n<p>蔚来的三款SUV没能成为ONE这样的水平，原因同样简单。ES8事实上有ONE同样的价格考量，其价格钻进了豪华中型SUV和豪华中大型SUV中间，也是价格中空地带，无奈47万级别的起售价实在太高，市场空间小。<b>中型SUV蔚来ES6和EC6则在价格上和豪华中型SUV直接对垒。</b>首先要面对小鹏G3同样的问题，对手已经把市场培育成熟了，而且这两款车之间还会相互竞争、分散销量。在双重不利因素的作用下，合计销量能够做到6千上下的水平已经很厉害了。</p>\n<p>蔚小理吃掉了谁的份额？这是个没有具体答案的问题。<b>新造车，造出来的自然是全然新的产品，全然新的产品当然是通吃——“我不是针对你，我是说在座的各位……”——这是很简单的道理，如果一款车只针对某款竞品吃掉了大量份额的话，那这款车肯定不够新，而只是针对特定车型的仿制品罢了。</b></p>\n<p>关键是市场空间。一个全然不同的新产品，当然很忌讳去到一个规矩森严的市场区域里，理想ONE找到了那个空间够大的缝隙。小鹏G3和蔚来3款车没有。</p>\n<p><img src=\"https://static.tigerbbs.com/152ee241b378d6cf3d2ba64c8896c783\" tg-width=\"617\" tg-height=\"475\" referrerpolicy=\"no-referrer\"></p>\n<p>理想2021及2020前8个月交付量（资料来源：<a href=\"https://laohu8.com/S/LI\">理想汽车</a>）</p>\n<p>P7与汉</p>\n<p>蔚小理3家，在售轿车只有一款，小鹏P7。唯一的这一款就是现象级（虽然不到ONE那么强势）。单一产品是孤例，不足以说明问题，好在还有另外一款产品和P7相似度极高，并且同样是现象级，也就是<a href=\"https://laohu8.com/S/002594\">比亚迪</a>汉。两款现象级，就能说明问题了。</p>\n<p>虽然汉不是新造车，但它很显然是比亚迪第一款呈现了全然新思路的产品，也是艾格领衔的世界级设计团队主导设计的第一款产品。当然这些不是最重要的。最重要的是，这两款都是轿车，都是20万出头价格起步。</p>\n<p>轿车+20万起步价格，这两个特征相加约等于合资中型车，也就是迈腾、凯美瑞、天籁们的市场。</p>\n<p>那么有哪款车型的份额被P7和汉吃掉了吗？</p>\n<p>同样，并没有。</p>\n<p>迈腾的销量趋势变化不大，帕萨特近期同比不佳，更可能是芯片短缺的问题，凯美瑞、天籁甚至反而有上扬。同样在这个价格区间里的豪华品牌入门轿车，1系、A级、A3的销量趋势同样没有明显变化。</p>\n<p><img src=\"https://static.tigerbbs.com/b7b26ad20fecaa36472798ebfff76eed\" tg-width=\"622\" tg-height=\"305\" referrerpolicy=\"no-referrer\"></p>\n<p>凯美瑞近四年销量持续走高（资料来源：搜狐汽车产销数据库）</p>\n<p><b>P7和汉能成为现象级，同样是通吃，同样是那个关键词：空间。20万+级别市场，是无主之地。</b></p>\n<p>首先，即便这一级市场里表现最好的合资中型车，月销1万+就碰天花板，部分车型还有幅度不低的终端优惠；其次，它们主销车型主要集中在售价20万左右的豪华版上，而不是更高。直白来讲，20万以上的市场，合资品牌说不上什么话。</p>\n<p>至于豪华品牌，下探到20万级别市场的产品，只有A级月销能过5千，1系和A3存在感更弱，中型车如3系、C级、A4L，起售价在30万上下，入门版车款又排产稀少，算上终端优惠都不太够得到20万+的市场。</p>\n<p><b>P7和汉在这个级别市场里，还有更为显著的EV优势，也就是加速。</b>蔚小理的SUV都是家用车，消费者对速度需求较弱，而20万+是不那么家用的市场，年轻消费者更多一些，后者对速度有更清晰的感知和需求。</p>\n<p>合资中型车的零百加速没必要提，豪华入门车竞争力稍强一些，1系2.0T顶配版本也要7.5秒。而P7和汉，常规版本零百加速分别是6.7秒和7.9秒，性能版则分别是3.9秒和4.3秒。并且不能忽略的是，EV的油门响应要快得多，而且比起涡轮增压也更线性。</p>\n<p>轿车&amp;20万：未来的关键市场</p>\n<p>顺延着P7与汉的现象级表现来讲。新造车的榜样<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>，其第一款屠榜车型是Model 3，轿车；第一款现象级车型Model S，轿车；第一款车型Roadster，还是轿车。（姑且将跑车也算作轿车）</p>\n<p>近年来中美汽车市场集体由轿车转向SUV的趋势——福特甚至砍掉了北美轿车业务——是否会因为新造车的出现被打断？</p>\n<p>聚焦在国内本土市场来说吧。首先不能忘记本土EV销量榜上的真正大魔王，五菱宏光MINIEV，它成为现象级的路径与ONE和P7、汉一样，进入空间充分的无主市场，微型车自从早些年的夏利、QQ、F0之后差不多就消失了，铃木甚至退出了中国市场。MINIEV的出现，让大家重新看到了微型车市场的希望。</p>\n<p>电观团队内部曾就微型车市场进行过探讨，有人认为会有机会，有人认为没有。本人当时觉得没机会，不过事后想想，机会是创造出来的，事在人为。如果像夏利、QQ、F0和铃木那么糊弄着搞，当然没机会，如果像MINIEV那样去设计生产有竞争力的产品，当然就有机会。</p>\n<p><img src=\"https://static.tigerbbs.com/91a86e4acc307f7b91c425d35e6e870d\" tg-width=\"606\" tg-height=\"310\" referrerpolicy=\"no-referrer\"></p>\n<p>资料来源：<a href=\"https://laohu8.com/S/ATHM\">汽车之家</a></p>\n<p>这就是在产品结构和价格结构上，新造车可能带来改变的根本原因。</p>\n<p>近些年车厂都把精力投入到了份额和潜力都更大的SUV，造成轿车的存在感越来越弱。<b>新造车（包括特斯拉）出现后，其瞄准市场缝隙的特性注定了轿车是值得关注的领域，并且EV车型更快的加速，对轿车而言更为有利。</b>轿车重心更低、抓地更好，开起来注定要比SUV容错率更高，更能发挥速度的优势。轿车被SUV逼迫、节节败退的颓势，或许会有所缓解。</p>\n<p>同理，如今的市场，15-20万的容量最大，20万+市场混乱无序。而理想规划聚焦的20-50万市场、小鹏规划聚焦的15-40万市场，20万+细分市场显然都是分量很重的核心区域。这个市场里现在有P7、汉以及Model 3，后续必然降价的Model Y不出意外也会是其中一员，加上后续更多有竞争力的车型到来，这一级市场是否会超越15-20万市场？</p>\n<p>这种可能性的确很小。但<b>这一级市场能否大幅提升份额，不再徘徊于主流视线之外，成为和15-20万、30万+级市场并列的焦点市场呢？</b>这个可能性足够大。</p>\n<p>回过头说，这些年来整个消费市场的价格都在变高。一款体面的手机大几千块很正常，一杯暖饮的价格也早就要二三十块起卖，如果说这些东西价格太低的话，那再看看房价的走势吧。事实上，我们的薪水也同样在涨，虽然相比之下涨幅低了很多。</p>\n<p>汽车的价格变得更高没理由会让人意外，即便没有人会期待那种结果。</p>","source":"lsy1617773359739","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>蔚小理吃了谁的份额？</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蔚小理吃了谁的份额？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-15 11:05 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s?__biz=MzU5OTcxNjM5Mg==&mid=2247511242&idx=1&sn=157273978963a99da712b9c3a91e36f4&chksm=feb24b8dc9c5c29b3b8766edcaa31373d1d4588200516da1f9da532a9fc54938db559d40bdf7&mpshare=1&scene=23&srcid=09158bL2h9mUGW8STgQN4ZjM&sharer_sharetime=1631664121489&sharer_shareid=fbf3e6a28882bb91c07a361d6d431142#rd><strong>电动汽车观察家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月，理想、小鹏、蔚来的销量分别为9433辆、7214辆、5880辆，同比分别增长248%、172%、48%。换算成具体数字的话，三家相比去年同期总计大概有1万左右的增量。如果从无到有的角度来看，蔚小理3家今年至今已经拿到了2万+的销量。\n本土车市2017年到巅峰，之后的三年多时间里，市场再没回到巅峰水平。与此同时，新能源补贴也在滑坡。而蔚小理的车子都在这3年多时间里开始交付。\n换句话说，蔚小理这...</p>\n\n<a href=\"https://mp.weixin.qq.com/s?__biz=MzU5OTcxNjM5Mg==&mid=2247511242&idx=1&sn=157273978963a99da712b9c3a91e36f4&chksm=feb24b8dc9c5c29b3b8766edcaa31373d1d4588200516da1f9da532a9fc54938db559d40bdf7&mpshare=1&scene=23&srcid=09158bL2h9mUGW8STgQN4ZjM&sharer_sharetime=1631664121489&sharer_shareid=fbf3e6a28882bb91c07a361d6d431142#rd\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/608c0ca7f544a93854339353ff5e9ae1","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s?__biz=MzU5OTcxNjM5Mg==&mid=2247511242&idx=1&sn=157273978963a99da712b9c3a91e36f4&chksm=feb24b8dc9c5c29b3b8766edcaa31373d1d4588200516da1f9da532a9fc54938db559d40bdf7&mpshare=1&scene=23&srcid=09158bL2h9mUGW8STgQN4ZjM&sharer_sharetime=1631664121489&sharer_shareid=fbf3e6a28882bb91c07a361d6d431142#rd","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185544628","content_text":"8月，理想、小鹏、蔚来的销量分别为9433辆、7214辆、5880辆，同比分别增长248%、172%、48%。换算成具体数字的话，三家相比去年同期总计大概有1万左右的增量。如果从无到有的角度来看，蔚小理3家今年至今已经拿到了2万+的销量。\n本土车市2017年到巅峰，之后的三年多时间里，市场再没回到巅峰水平。与此同时，新能源补贴也在滑坡。而蔚小理的车子都在这3年多时间里开始交付。\n换句话说，蔚小理这2万+的月销量，不是从市场增量里拿到的，而是在市场下滑以及补贴下降的状态下，从燃油车那里生生夺走的。\n有必要找出它们究竟吃掉了谁的份额。搞清楚这个问题，会意识到新造车带来的影响不仅仅停留在产品层面，它很可能会改变市场的价格结构，乃至轿车的命运。\n蔚小理的SUV\n这3家总计有5款SUV：ONE、ES8、ES6、EC6、G3。\n这5款车型里，存在感最弱的是小鹏G3，月销1千级别；存在感最高的当然是理想ONE，月销逼近1万；蔚来三款SUV销量较为平均，大差不差算一下，ES8月均1千+，ES6月均3千+、EC6月均2千+。（ES8售价40万+，比G3高很多，因此相近的销量下，前者分量更重）各自的销量里，价格效应非常明显。\nG3明明是价格最低的，15-20万级别，偏偏最没有存在感。原因也很简单，它直接去了合资紧凑型SUV的市场，面对的是荣放、昂科威、CR-V这些动不动价格能冲上2万的魔王车。那个级别的市场也早就熟透了，不算CR-V一家独大的前几年，从合资SUV一哄而上算起，到现在已经有了近10年的时间，车型换代都已经完成了两轮，市场已经被深刻教育：那个价格的SUV，选日德美的品牌就对了。\n存在感最强的ONE，上市价格32万级别，更新后33万级别，现在差不多坐稳中大型SUV月销第一。它吃了谁的份额？眼见的第一候选是汉兰达，虽然它是中型SUV，级别稍低，但价格区间有重合，而且是之前是市场上7座SUV的首选，舆论也普遍这样认为。\n不过仔细观察一下汉兰达的销量趋势，抛开近两个月换代以及丰田因芯片短缺减产的因素，其销量走势基本没什么变化。把范围放大，看看那些ONE的直接竞争对手，途昂、昂科旗、探险者……，近两年的销量趋势计入上市周期、芯片短缺等因素的影响，也都符合规律。而且说两句丑话，ONE这几款直接和间接竞品，除了汉兰达和途昂，月均销量能稳定在5000以上的基本没有，吃它们的份额，ONE到不了月销迫近1万的水平。\n\n抛开近期可能的芯片影响，汉兰达近两年销量并不明显变化（资料来源：搜狐汽车产销数据库）\n就是说，没有哪款直接竞品是被ONE吃掉了大块销量的。理想ONE这近万的月销，就是自己创造出来的。所有33万上下预算的购车者，所有6座或7座车型的购车者，都有一部分被ONE吸引过去买它了。\n33万上下的价格是ONE成为现象级的关键。这是合资中大型SUV的市场，但合资中大型SUV普遍没什么说服力，市场认可度很弱，新产品进入时遇不到像样的阻力。而那些强势产品如X3、GLC、Q5L这些豪华中型SUV，其势力范围是从35万以上起步的，7座SUV的硬骨头汉兰达，33万级别已经是接近顶配、次顶配的车型，不是主力。\n蔚来的三款SUV没能成为ONE这样的水平，原因同样简单。ES8事实上有ONE同样的价格考量，其价格钻进了豪华中型SUV和豪华中大型SUV中间，也是价格中空地带，无奈47万级别的起售价实在太高，市场空间小。中型SUV蔚来ES6和EC6则在价格上和豪华中型SUV直接对垒。首先要面对小鹏G3同样的问题，对手已经把市场培育成熟了，而且这两款车之间还会相互竞争、分散销量。在双重不利因素的作用下，合计销量能够做到6千上下的水平已经很厉害了。\n蔚小理吃掉了谁的份额？这是个没有具体答案的问题。新造车，造出来的自然是全然新的产品，全然新的产品当然是通吃——“我不是针对你，我是说在座的各位……”——这是很简单的道理，如果一款车只针对某款竞品吃掉了大量份额的话，那这款车肯定不够新，而只是针对特定车型的仿制品罢了。\n关键是市场空间。一个全然不同的新产品，当然很忌讳去到一个规矩森严的市场区域里，理想ONE找到了那个空间够大的缝隙。小鹏G3和蔚来3款车没有。\n\n理想2021及2020前8个月交付量（资料来源：理想汽车）\nP7与汉\n蔚小理3家，在售轿车只有一款，小鹏P7。唯一的这一款就是现象级（虽然不到ONE那么强势）。单一产品是孤例，不足以说明问题，好在还有另外一款产品和P7相似度极高，并且同样是现象级，也就是比亚迪汉。两款现象级，就能说明问题了。\n虽然汉不是新造车，但它很显然是比亚迪第一款呈现了全然新思路的产品，也是艾格领衔的世界级设计团队主导设计的第一款产品。当然这些不是最重要的。最重要的是，这两款都是轿车，都是20万出头价格起步。\n轿车+20万起步价格，这两个特征相加约等于合资中型车，也就是迈腾、凯美瑞、天籁们的市场。\n那么有哪款车型的份额被P7和汉吃掉了吗？\n同样，并没有。\n迈腾的销量趋势变化不大，帕萨特近期同比不佳，更可能是芯片短缺的问题，凯美瑞、天籁甚至反而有上扬。同样在这个价格区间里的豪华品牌入门轿车，1系、A级、A3的销量趋势同样没有明显变化。\n\n凯美瑞近四年销量持续走高（资料来源：搜狐汽车产销数据库）\nP7和汉能成为现象级，同样是通吃，同样是那个关键词：空间。20万+级别市场，是无主之地。\n首先，即便这一级市场里表现最好的合资中型车，月销1万+就碰天花板，部分车型还有幅度不低的终端优惠；其次，它们主销车型主要集中在售价20万左右的豪华版上，而不是更高。直白来讲，20万以上的市场，合资品牌说不上什么话。\n至于豪华品牌，下探到20万级别市场的产品，只有A级月销能过5千，1系和A3存在感更弱，中型车如3系、C级、A4L，起售价在30万上下，入门版车款又排产稀少，算上终端优惠都不太够得到20万+的市场。\nP7和汉在这个级别市场里，还有更为显著的EV优势，也就是加速。蔚小理的SUV都是家用车，消费者对速度需求较弱，而20万+是不那么家用的市场，年轻消费者更多一些，后者对速度有更清晰的感知和需求。\n合资中型车的零百加速没必要提，豪华入门车竞争力稍强一些，1系2.0T顶配版本也要7.5秒。而P7和汉，常规版本零百加速分别是6.7秒和7.9秒，性能版则分别是3.9秒和4.3秒。并且不能忽略的是，EV的油门响应要快得多，而且比起涡轮增压也更线性。\n轿车&20万：未来的关键市场\n顺延着P7与汉的现象级表现来讲。新造车的榜样特斯拉，其第一款屠榜车型是Model 3，轿车；第一款现象级车型Model S，轿车；第一款车型Roadster，还是轿车。（姑且将跑车也算作轿车）\n近年来中美汽车市场集体由轿车转向SUV的趋势——福特甚至砍掉了北美轿车业务——是否会因为新造车的出现被打断？\n聚焦在国内本土市场来说吧。首先不能忘记本土EV销量榜上的真正大魔王，五菱宏光MINIEV，它成为现象级的路径与ONE和P7、汉一样，进入空间充分的无主市场，微型车自从早些年的夏利、QQ、F0之后差不多就消失了，铃木甚至退出了中国市场。MINIEV的出现，让大家重新看到了微型车市场的希望。\n电观团队内部曾就微型车市场进行过探讨，有人认为会有机会，有人认为没有。本人当时觉得没机会，不过事后想想，机会是创造出来的，事在人为。如果像夏利、QQ、F0和铃木那么糊弄着搞，当然没机会，如果像MINIEV那样去设计生产有竞争力的产品，当然就有机会。\n\n资料来源：汽车之家\n这就是在产品结构和价格结构上，新造车可能带来改变的根本原因。\n近些年车厂都把精力投入到了份额和潜力都更大的SUV，造成轿车的存在感越来越弱。新造车（包括特斯拉）出现后，其瞄准市场缝隙的特性注定了轿车是值得关注的领域，并且EV车型更快的加速，对轿车而言更为有利。轿车重心更低、抓地更好，开起来注定要比SUV容错率更高，更能发挥速度的优势。轿车被SUV逼迫、节节败退的颓势，或许会有所缓解。\n同理，如今的市场，15-20万的容量最大，20万+市场混乱无序。而理想规划聚焦的20-50万市场、小鹏规划聚焦的15-40万市场，20万+细分市场显然都是分量很重的核心区域。这个市场里现在有P7、汉以及Model 3，后续必然降价的Model Y不出意外也会是其中一员，加上后续更多有竞争力的车型到来，这一级市场是否会超越15-20万市场？\n这种可能性的确很小。但这一级市场能否大幅提升份额，不再徘徊于主流视线之外，成为和15-20万、30万+级市场并列的焦点市场呢？这个可能性足够大。\n回过头说，这些年来整个消费市场的价格都在变高。一款体面的手机大几千块很正常，一杯暖饮的价格也早就要二三十块起卖，如果说这些东西价格太低的话，那再看看房价的走势吧。事实上，我们的薪水也同样在涨，虽然相比之下涨幅低了很多。\n汽车的价格变得更高没理由会让人意外，即便没有人会期待那种结果。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":813308505,"gmtCreate":1630127377007,"gmtModify":1704956363209,"author":{"id":"3484775447389718","authorId":"3484775447389718","name":"新能源支持者","avatar":"https://static.tigerbbs.com/7008e91c4d82ad91a7b3be08d087e1f1","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3484775447389718","idStr":"3484775447389718"},"themes":[],"htmlText":"[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;","listText":"[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;","text":"[微笑] [微笑] [微笑] 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17:05","market":"us","language":"zh","title":"德意志银行：建议逢低买入，重申蔚来目标价70美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2116780548","media":"智通财经","summary":"在蔚来公布了喜忧参半的第四季度业绩后，德意志银行分析师Edison Yu重申对该公司的 “买入”评级，目标价70美元。Yu表示，蔚来2021年的交付量可能达到10万辆，不过他保守预计交付量将为9.6万","content":"<p>在<a href=\"https://laohu8.com/S/NIO\">蔚来</a>公布了喜忧参半的第四季度业绩后，<a href=\"https://laohu8.com/S/DB\">德意志银行</a>分析师Edison Yu重申对该公司的 “买入”评级，目标价70美元。Yu表示，蔚来2021年的交付量可能达到10万辆，不过他保守预计交付量将为9.6万辆，较此前的预测多出6000辆。</p>\n<p>第四季度财报显示，公司营收为10.2亿美元，同比增长超130%，与预期大致相符。非公认会计准则下，每股亏损0.14美元，超出分析师预期的每股亏损7美分。</p>\n<p>展望今年第一季度，未来预计交付量将在2万至2.05万辆之间，同比增长400%以上，环比增长15%-18%。2月，公司交付了5578辆汽车，使第一季度首两个月的交付量达12803辆。公司曾表示，目前的月均产量是1万辆，但受全球芯片短缺和电池供应限制的影响，产量缩减至7500辆。不过，公司认为这一负面影响将在7月后有所减弱，将使公司最终能实现目标。</p>\n<p>Yu认为，随着蔚来品牌知名度的上升，公司将有望成为中国高端汽车市场的领导者。此外，他表示，还有几个尚未开发的领域存在增长机会。蔚来可能通过建立合作关系来开发不同的品牌，以迎合中端/大众市场。公司的自动驾驶系统NAD的订阅模式也将为其带来机遇。</p>\n<p>Yu指出，公司将在今年下半年进军欧洲市场，而投资者可能低估了其产品在欧洲的潜在销量。</p>\n<p>总体而言，Yu认为，蔚来有能力进行积极的投资，扩大其服务网络，并提高自动驾驶软件/工程能力。近日该股股价走势疲软可能是买入良机。</p>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n德意志银行：建议逢低买入，重申蔚来目标价70美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-03 17:05 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/420830.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在蔚来公布了喜忧参半的第四季度业绩后，德意志银行分析师Edison Yu重申对该公司的 “买入”评级，目标价70美元。Yu表示，蔚来2021年的交付量可能达到10万辆，不过他保守预计交付量将为9.6万辆，较此前的预测多出6000辆。\n第四季度财报显示，公司营收为10.2亿美元，同比增长超130%，与预期大致相符。非公认会计准则下，每股亏损0.14美元，超出分析师预期的每股亏损7美分。\n展望今年...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/420830.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/0090cc485ea4ba6d267489389e83608b","relate_stocks":{},"source_url":"http://www.zhitongcaijing.com/content/detail/420830.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2116780548","content_text":"在蔚来公布了喜忧参半的第四季度业绩后，德意志银行分析师Edison Yu重申对该公司的 “买入”评级，目标价70美元。Yu表示，蔚来2021年的交付量可能达到10万辆，不过他保守预计交付量将为9.6万辆，较此前的预测多出6000辆。\n第四季度财报显示，公司营收为10.2亿美元，同比增长超130%，与预期大致相符。非公认会计准则下，每股亏损0.14美元，超出分析师预期的每股亏损7美分。\n展望今年第一季度，未来预计交付量将在2万至2.05万辆之间，同比增长400%以上，环比增长15%-18%。2月，公司交付了5578辆汽车，使第一季度首两个月的交付量达12803辆。公司曾表示，目前的月均产量是1万辆，但受全球芯片短缺和电池供应限制的影响，产量缩减至7500辆。不过，公司认为这一负面影响将在7月后有所减弱，将使公司最终能实现目标。\nYu认为，随着蔚来品牌知名度的上升，公司将有望成为中国高端汽车市场的领导者。此外，他表示，还有几个尚未开发的领域存在增长机会。蔚来可能通过建立合作关系来开发不同的品牌，以迎合中端/大众市场。公司的自动驾驶系统NAD的订阅模式也将为其带来机遇。\nYu指出，公司将在今年下半年进军欧洲市场，而投资者可能低估了其产品在欧洲的潜在销量。\n总体而言，Yu认为，蔚来有能力进行积极的投资，扩大其服务网络，并提高自动驾驶软件/工程能力。近日该股股价走势疲软可能是买入良机。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1663,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":955780690,"gmtCreate":1592553724510,"gmtModify":1704199702491,"author":{"id":"3484775447389718","authorId":"3484775447389718","name":"新能源支持者","avatar":"https://static.tigerbbs.com/7008e91c4d82ad91a7b3be08d087e1f1","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484775447389718","authorIdStr":"3484775447389718"},"themes":[],"htmlText":"<a 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