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新能源支持者
2020-06-19
$爱奇艺(IQ)$
起飞吗?
新能源支持者
2020-08-17
$爱奇艺(IQ)$
相信爱奇艺,不会作假的,顶多一些指标说不符合规则而已。这段时间是上车的好机会,亏损大幅下降,随着影视剧开拍复工,片酬下降,会员提价,广告收入稳住,前景可期。
新能源支持者
2020-10-02
$蔚来(NIO)$
一切向好[微笑] [微笑] [微笑] [微笑] [微笑]
新能源支持者
2019-04-10
$爱奇艺(IQ)$ 成本30以下都没有问题。
新能源支持者
2021-02-11
$爱奇艺(IQ)$
等待财报后大涨
新能源支持者
2018-10-30
$爱奇艺(IQ)$ $爱奇艺(IQ)$ 今晚要大涨
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
2020-08-05
$爱奇艺(IQ)$
今天继续涨啊,赶紧上31。不能辜负交银的信任
新能源支持者
2020-11-16
$爱奇艺(IQ)$
起飞吧,爱奇艺。30见
新能源支持者
2020-08-28
$爱奇艺(IQ)$
今天为啥涨?莫非调查结果出来了
新能源支持者
2020-08-11
$爱奇艺(IQ)$
爱奇艺要去香港上市了
新能源支持者
2021-03-03
$爱奇艺(IQ)$
终于上26了,今天能到27不[开心] [开心] [开心] [开心]
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
2021-06-03
近一年390%收益率,全靠蔚来
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
2021-02-22
$爱奇艺(IQ)$
像百度一样,开始向上起飞吧,本周能到27不?
新能源支持者
2019-02-14
$爱奇艺(IQ)$马上发财报了,到底能不能涨上去啊。可预知的是继续亏损,是不是又该大跌了?
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
2020-09-25
$爱奇艺(IQ)$
为什么跌呢?
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,"idStr":"3527667583497005","authorIdStr":"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> 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> 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,"idStr":"3484775447389718","authorIdStr":"3484775447389718"},"themes":[],"htmlText":"[微笑] [微笑] [微笑] [微笑] ","listText":"[微笑] [微笑] [微笑] [微笑] ","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,"idStr":"3502767768442965","authorIdStr":"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,"idStr":"3484775447389718","authorIdStr":"3484775447389718"},"themes":[],"htmlText":"[微笑] [微笑] [微笑] [微笑] ","listText":"[微笑] [微笑] [微笑] [微笑] ","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&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 <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":{"XPEV":"小鹏汽车","09868":"小鹏汽车-W","02015":"理想汽车-W","LI":"理想汽车","NIO":"蔚来"},"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,"idStr":"3484775447389718","authorIdStr":"3484775447389718"},"themes":[],"htmlText":"[微笑] [微笑] [微笑] [微笑] ","listText":"[微笑] [微笑] [微笑] [微笑] ","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/813308505","repostId":"831118847","repostType":1,"repost":{"id":831118847,"gmtCreate":1629294643189,"gmtModify":1629295979060,"author":{"id":"3550536160337988","authorId":"3550536160337988","name":"DragonView","avatar":"https://static.tigerbbs.com/45e24eff0700304d353060f8dfa84e45","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550536160337988","authorIdStr":"3550536160337988"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DAL\">$达美航空(DAL)$</a>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。<a href=\"https://laohu8.com/S/AAL\">$美国航空(AAL)$</a>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。<a href=\"https://laohu8.com/S/LUV\">$西南航空(LUV)$</a>","listText":"<a href=\"https://laohu8.com/S/DAL\">$达美航空(DAL)$</a>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。<a href=\"https://laohu8.com/S/AAL\">$美国航空(AAL)$</a>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。<a href=\"https://laohu8.com/S/LUV\">$西南航空(LUV)$</a>","text":"$达美航空(DAL)$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。$西南航空(LUV)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/831118847","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3026,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":832679656,"gmtCreate":1629629280875,"gmtModify":1629629280875,"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":"😀😀😀😀😀😀","listText":"😀😀😀😀😀😀","text":"😀😀😀😀😀😀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/832679656","repostId":"2161744714","repostType":2,"repost":{"id":"2161744714","pubTimestamp":1629561600,"share":"https://www.laohu8.com/m/news/2161744714?lang=&edition=full","pubTime":"2021-08-22 00:00","market":"us","language":"zh","title":"褪去“高级、自动”!理想和小鹏汽车驾驶系统均为“辅助”","url":"https://stock-news.laohu8.com/highlight/detail?id=2161744714","media":"资本邦","summary":"理想汽车和小鹏汽车在官网上均修改了驾驶系统的名称,去掉了“高级”、“自动”等词汇。","content":"<html><body><div>\n<p>\r\n\t8月22日,资本邦了解到,近期,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>(LI.US,02015.HK)和<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>(XPEV.US,09868.HK)均修改了驾驶系统的名称,去掉了“高级”、“自动”等词汇。\r\n</p>\n<p>\r\n\t理想汽车的官方网站上,辅助驾驶系统名称由“理想AD高级辅助驾驶系统”变为了“理想AD辅助驾驶系统”。\r\n</p>\n<p>\r\n\t小鹏汽车的官方网站显示,辅助驾驶系统被称为“XPILOT 3.0 <a href=\"https://laohu8.com/S/5RE.SI\">智能</a>辅助驾驶系统”。在此前的官方宣传资料中,辅助驾驶系统名称为“XPILOT \r\n3.5自动驾驶辅助系统”。\r\n</p>\n<p>\r\n\t此前,发生了多起自动驾驶相关的案例与事件,引发了社会上对自动驾驶功能宣传、解析、使用等问题的讨论。\r\n</p>\n<p>\r\n\t理想汽车创始人李想、360董事长周鸿祎、威马汽车创始人沈晖等接连发声,建议修改自动驾驶命名方式,以免误导用户。\r\n</p>\n<p>\r\n\t李想曾在朋友圈发文,称“呼吁媒体和行业机构统一自动驾驶中文名词的标准,L2和L3什么的用户听不懂,都是专业话术。建议统一名称:L2=辅助驾驶,L3=自动辅助驾驶,L4=自动驾驶,L5=无人驾驶。一个多余的中文字也不要有,避免夸张的宣传造成用户使用的误解。在推广上克制,在技术上投入,对用户、行业、企业都长期有利。”\r\n</p>\n<p>\r\n\t周鸿祎对李想的建议表示认同,并称:“人工智能不是营销话术,没有那么神奇,自动驾驶无人驾驶还有很多路要走,很多坑要填,不能为了营销误导用户。L2到L5都是行业黑话自娱自乐。”\r\n</p>\n<p>\r\n\t沈晖表示,“使用L2级别辅助驾驶功能,驾驶员是功能操作主体,也是责任主体;使用L4以上级别自动驾驶功能,车内无人状态下,操作主体是车辆本身,责任主体当归属主机厂。”\r\n</p>\n<p>\r\n\t乘联会秘书长崔东树称:“目前最大的问题是,消费者对自动驾驶出现风险的意识不足,在自动驾驶尚未完全成熟下,过度信赖自动驾驶是有风险的。企业有责任告知消费者,自动驾驶尚未替代人工驾驶,驾驶员必须随时接管车辆控制权。”\r\n</p><p><strong>头图来源</strong>:图虫</p><p><strong>转载声明</strong>:本文为<strong>资本邦</strong>原创稿件,转载请注明出处及作者,否则为侵权。</p> <p>\n<span><strong>风险提示</strong></span>\n<span><strong>:</strong>\r\n 资本邦呈现的所有信息仅作为参考,不构成投资建议,一切投资操作信息不能作为投资依据。投资有风险,入市需谨慎!\r\n </span>\n</p>\n<div>\n\t\t\t\t关键词: \n\t\t\t\t理想汽车小鹏汽车自动驾驶 </div>\n</div></body></html>","source":"chinaipo_stock","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>褪去“高级、自动”!理想和小鹏汽车驾驶系统均为“辅助”</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; 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8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n褪去“高级、自动”!理想和小鹏汽车驾驶系统均为“辅助”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-22 00:00 北京时间 <a href=https://www.chinaipo.com/news/186725.html><strong>资本邦</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月22日,资本邦了解到,近期,理想汽车(LI.US,02015.HK)和小鹏汽车(XPEV.US,09868.HK)均修改了驾驶系统的名称,去掉了“高级”、“自动”等词汇。\r\n\n\r\n\t理想汽车的官方网站上,辅助驾驶系统名称由“理想AD高级辅助驾驶系统”变为了“理想AD辅助驾驶系统”。\r\n\n\r\n\t小鹏汽车的官方网站显示,辅助驾驶系统被称为“XPILOT 3.0 智能辅助驾驶系统”。在此前的官方宣传...</p>\n\n<a href=\"https://www.chinaipo.com/news/186725.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://www.chinaipo.com/data/upload/2021/0822/16/612208cebfd5c_300_200.jpeg","relate_stocks":{},"source_url":"https://www.chinaipo.com/news/186725.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2161744714","content_text":"8月22日,资本邦了解到,近期,理想汽车(LI.US,02015.HK)和小鹏汽车(XPEV.US,09868.HK)均修改了驾驶系统的名称,去掉了“高级”、“自动”等词汇。\r\n\n\r\n\t理想汽车的官方网站上,辅助驾驶系统名称由“理想AD高级辅助驾驶系统”变为了“理想AD辅助驾驶系统”。\r\n\n\r\n\t小鹏汽车的官方网站显示,辅助驾驶系统被称为“XPILOT 3.0 智能辅助驾驶系统”。在此前的官方宣传资料中,辅助驾驶系统名称为“XPILOT \r\n3.5自动驾驶辅助系统”。\r\n\n\r\n\t此前,发生了多起自动驾驶相关的案例与事件,引发了社会上对自动驾驶功能宣传、解析、使用等问题的讨论。\r\n\n\r\n\t理想汽车创始人李想、360董事长周鸿祎、威马汽车创始人沈晖等接连发声,建议修改自动驾驶命名方式,以免误导用户。\r\n\n\r\n\t李想曾在朋友圈发文,称“呼吁媒体和行业机构统一自动驾驶中文名词的标准,L2和L3什么的用户听不懂,都是专业话术。建议统一名称:L2=辅助驾驶,L3=自动辅助驾驶,L4=自动驾驶,L5=无人驾驶。一个多余的中文字也不要有,避免夸张的宣传造成用户使用的误解。在推广上克制,在技术上投入,对用户、行业、企业都长期有利。”\r\n\n\r\n\t周鸿祎对李想的建议表示认同,并称:“人工智能不是营销话术,没有那么神奇,自动驾驶无人驾驶还有很多路要走,很多坑要填,不能为了营销误导用户。L2到L5都是行业黑话自娱自乐。”\r\n\n\r\n\t沈晖表示,“使用L2级别辅助驾驶功能,驾驶员是功能操作主体,也是责任主体;使用L4以上级别自动驾驶功能,车内无人状态下,操作主体是车辆本身,责任主体当归属主机厂。”\r\n\n\r\n\t乘联会秘书长崔东树称:“目前最大的问题是,消费者对自动驾驶出现风险的意识不足,在自动驾驶尚未完全成熟下,过度信赖自动驾驶是有风险的。企业有责任告知消费者,自动驾驶尚未替代人工驾驶,驾驶员必须随时接管车辆控制权。”\r\n头图来源:图虫转载声明:本文为资本邦原创稿件,转载请注明出处及作者,否则为侵权。 \n风险提示\n:\r\n 资本邦呈现的所有信息仅作为参考,不构成投资建议,一切投资操作信息不能作为投资依据。投资有风险,入市需谨慎!\r\n \n\n\n\t\t\t\t关键词: \n\t\t\t\t理想汽车小鹏汽车自动驾驶","news_type":1},"isVote":1,"tweetType":1,"viewCount":1140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":168440811,"gmtCreate":1623981905433,"gmtModify":1623981905433,"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":"教育股波动太大了","listText":"教育股波动太大了","text":"教育股波动太大了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/168440811","repostId":"180936200","repostType":1,"repost":{"id":180936200,"gmtCreate":1623167857400,"gmtModify":1623233439778,"author":{"id":"3559997607349496","authorId":"3559997607349496","name":"白莲花财经","avatar":"https://static.tigerbbs.com/b474ae5f8ceed91c11363849243188b2","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559997607349496","authorIdStr":"3559997607349496"},"themes":[],"htmlText":"<a 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[流泪] [流泪] [流泪] ","listText":"跌的太惨了[流泪] [流泪] [流泪] [流泪] ","text":"跌的太惨了[流泪] [流泪] [流泪] [流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/341244916","repostId":"2125729560","repostType":2,"isVote":1,"tweetType":1,"viewCount":916,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":354667153,"gmtCreate":1617168282172,"gmtModify":1617168282172,"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 href=\"https://laohu8.com/S/00788\">$中国铁塔(00788)$</a>中字头的股票,买一次套牢一次。[流泪] [流泪] [流泪] [流泪] ","listText":"<a href=\"https://laohu8.com/S/00788\">$中国铁塔(00788)$</a>中字头的股票,买一次套牢一次。[流泪] [流泪] [流泪] [流泪] 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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 <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":{"DB":"德意志银行","NIO":"蔚来"},"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,"authorIdStr":"3484775447389718","idStr":"3484775447389718"},"themes":[],"htmlText":"<a 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