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许大马帮

许大马帮

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07-06

说说你对这篇新闻的看法...

美银：巨型股带动指数上涨是市场特性，不是“故障”

2023-09-23

大部分人是看不懂的。

一边大额亏损，一边大力投入，蔚来到底咋想的

2022-11-17

2022-04-04

$蔚来(NIO)$蔚来这一家公司是认真做事的公司，这家公司的服务非常好。相信股票也会很好，长期持有。

2020-11-02

$蔚来(NIO)$请问群里大神，在美用留学生的帐户买的蔚来股票，争了点钱，不知道如何交税，那位大神懂得美税，求解，谢谢🙏

2020-08-05

l

@Kamie:$蔚来(NIO)$今天5个点以上。我说的[微笑]

2020-07-29

$蔚来(NIO)$ 看了好久好久，终于定下来了，终于成了蔚来汽车的车主。[微笑]

2020-04-30

上上个星期天去试驾了一下，蔚来汽车感觉的车子是个好车子。我也去试驾了一下，特斯拉，客观地说蔚来的车比特斯拉要好很多。做工内饰服务。都没得说。我要换车肯定换蔚汽车。我比较理性，不在乎什么面子。$蔚来(NIO)$

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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\">2024-07-06 14:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>美银发布2024年下半年股市展望报告指出：许多投资者抱怨当下美国市场反弹仅限于少数股票。其实我们更倾向于根据方向而非幅度来判断市场广度的质量。如广度更高的市场都朝着正确的方向发展，那么固执于收益分配不均就没有意义了。<strong>指数回报在很大程度上受巨型股表现的影响，但顾名思义，在市值加权指数中，最大的股票会有不成比例的贡献，对于市场观点而言，方向更重要，贡献则不那么重要。</strong></p><p>从更宽泛的定义来看，目前市场的广度并不差，全球有63%的股票、88%的行业类别和72%的市场都在200天移动均线上方运行。</p><p>不过，也有一个呈现出分歧的指标需要注意。在MSCI AC世界指数也创下了历史新高的同时，全球股市中创下52周新高的股票比例从5月中旬的9.4%降到3.8%。虽然长期出现这种背离可能是不祥之兆，但就目前阶段而言，还不足以转为防御投资模式，只需密切关注。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9e0a9b221074699a0ffbbe85be8dc773\" alt=\"快讯图片\" title=\"快讯图片\" tg-width=\"1006\" tg-height=\"470\"/><span>快讯图片</span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2578fef036607345dce47cc401e172a3","relate_stocks":{".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104940122","content_text":"美银发布2024年下半年股市展望报告指出：许多投资者抱怨当下美国市场反弹仅限于少数股票。其实我们更倾向于根据方向而非幅度来判断市场广度的质量。如广度更高的市场都朝着正确的方向发展，那么固执于收益分配不均就没有意义了。指数回报在很大程度上受巨型股表现的影响，但顾名思义，在市值加权指数中，最大的股票会有不成比例的贡献，对于市场观点而言，方向更重要，贡献则不那么重要。从更宽泛的定义来看，目前市场的广度并不差，全球有63%的股票、88%的行业类别和72%的市场都在200天移动均线上方运行。不过，也有一个呈现出分歧的指标需要注意。在MSCI AC世界指数也创下了历史新高的同时，全球股市中创下52周新高的股票比例从5月中旬的9.4%降到3.8%。虽然长期出现这种背离可能是不祥之兆，但就目前阶段而言，还不足以转为防御投资模式，只需密切关注。快讯图片","news_type":1},"isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":223048387059816,"gmtCreate":1695424336522,"gmtModify":1695424337970,"author":{"id":"3487902687200396","authorId":"3487902687200396","name":"许大马帮","avatar":"https://static.tigerbbs.com/6664948d082af318956a0ae671e863a0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3487902687200396","authorIdStr":"3487902687200396"},"themes":[],"htmlText":"大部分人是看不懂的。","listText":"大部分人是看不懂的。","text":"大部分人是看不懂的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/223048387059816","repostId":"2369495549","repostType":2,"repost":{"id":"2369495549","pubTimestamp":1695382669,"share":"https://www.laohu8.com/m/news/2369495549?lang=&edition=full","pubTime":"2023-09-22 19:37","market":"us","language":"zh","title":"一边大额亏损，一边大力投入，蔚来到底咋想的","url":"https://stock-news.laohu8.com/highlight/detail?id=2369495549","media":"财经十一人","summary":"一边是日渐趋紧的现金流，一边是持续不断的巨额投入，蔚来为何要在如此困难的情况下坚持大力投入？此次发行可转债的高利率，折射了蔚来资金需求的迫切程度。2022年以来，受市场竞争加剧、蔚来车型换代、产品线重叠影响，蔚来的销量走弱。车型销量走弱，一方面导致收入降低，蔚来2023年上半年总收入同比下降3.7%；另一方面，导致毛利断崖式下跌。","content":"<div>\n<p>完整的全栈技术布局证明蔚来的大额研发投入没有白花，经历过2019年的生存危机也让蔚来对自己的风险管理能力有充分自信，但自信和自负有些时候只是一线之差文｜刘丁尹路过去一周，蔚来身上（NYSE：NIO）发生了两个重要新闻：第一，9月19日，蔚来股价大跌17%，引发广泛关注。第二，9月21日，蔚来在上海举行创新科技日活动，首次对外全面公开蔚来的全栈技术布局，同时发布蔚来手机。前者反映了投资者对蔚来当前...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202309221950478261761b&s=b\">Web Link</a>\n\n</div>\n","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta 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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一边大额亏损，一边大力投入，蔚来到底咋想的\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-22 19:37 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202309221950478261761b&s=b><strong>财经十一人</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>完整的全栈技术布局证明蔚来的大额研发投入没有白花，经历过2019年的生存危机也让蔚来对自己的风险管理能力有充分自信，但自信和自负有些时候只是一线之差文｜刘丁尹路过去一周，蔚来身上（NYSE：NIO）发生了两个重要新闻：第一，9月19日，蔚来股价大跌17%，引发广泛关注。第二，9月21日，蔚来在上海举行创新科技日活动，首次对外全面公开蔚来的全栈技术布局，同时发布蔚来手机。前者反映了投资者对蔚来当前...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202309221950478261761b&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4555":"新能源车","BK4509":"腾讯概念","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4526":"热门中概股","NIO":"蔚来","BK4588":"碎股","BK4574":"无人驾驶","09866":"蔚来-SW","LU0052750758.USD":"富兰克林中国基金A Acc","BK4505":"高瓴资本持仓","LU0320764599.SGD":"FTIF - Templeton China A Acc 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ACC","NIO.SI":"蔚来","BK4531":"中概回港概念","BK4534":"瑞士信贷持仓"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202309221950478261761b&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2369495549","content_text":"完整的全栈技术布局证明蔚来的大额研发投入没有白花，经历过2019年的生存危机也让蔚来对自己的风险管理能力有充分自信，但自信和自负有些时候只是一线之差文｜刘丁尹路过去一周，蔚来身上（NYSE：NIO）发生了两个重要新闻：第一，9月19日，蔚来股价大跌17%，引发广泛关注。第二，9月21日，蔚来在上海举行创新科技日活动，首次对外全面公开蔚来的全栈技术布局，同时发布蔚来手机。前者反映了投资者对蔚来当前经营状况的担忧，后者是蔚来对外展示自己拥有雄厚的技术积累，表明过去这么多年的钱没白花。一边是日渐趋紧的现金流，一边是持续不断的巨额投入，蔚来为何要在如此困难的情况下坚持大力投入？9月21日，蔚来创新科技日活动之后的采访中，蔚来董事长李斌和总裁秦力洪给出了一些答案，但这些答案还不足以打消市场的担忧。所以9月21日晚美股开盘后，蔚来股价继续下跌，以8.45美元价格收盘，下跌4.2%。股价大跌，事出有因对于股价大跌，市场分析直接原因主要有二：第一，高利率可转债引发投资者对蔚来资金平衡的担忧。9月19日当天，蔚来宣布发售两笔可转债，募集总计10亿美元，用以偿还此前的其他债务，并补充流动资金。根据蔚来官网信息，两笔可转债的本金均为5亿美元，年化票面利率分别为3.9%和4.6%，蔚来需要在此后每年的4月15日和10月15日支付债券利息，直至到期。蔚来2021年初发行的总额14亿美元的一笔可转债和一笔企业债，票面利率仅有0.5%和0%，远低于此次的利率。2019年初蔚来也发行过一笔可转债，总额6.5亿美元，票面年化利率与此次的可转债相近，为4.5%。此次发行可转债的高利率，折射了蔚来资金需求的迫切程度。第二，对蔚来销量前景的担忧。2022年以来，受市场竞争加剧、蔚来车型换代、产品线重叠影响，蔚来的销量走弱。车型销量走弱，一方面导致收入降低，蔚来2023年上半年总收入同比下降3.7%；另一方面，导致毛利断崖式下跌。在销量、营收、毛利都受挫的时候，蔚来的营销费用、研发费用增速不减，自2022年以来，费用增速大幅超过营收增速。费用的增长带来的直接影响是蔚来的经营活动现金流在加速流出，2022年流出39亿元，2023年上半年流出116亿元。截至2023年6月30日，蔚来现金及现金等价物余额为137亿元，加上限制性现金及存款、短期投资的资金储备总额为296亿元，而前三个季度，资金储备总额分别是611亿元、423亿元、356亿元，资金储备以每季度近百亿元的规模快速减少。越来越紧张的资金，却要应对动辄百亿元的亏损，这对蔚来的融资和造血能力提出了苛刻的要求。2023年6月蔚来获得阿布扎比投资机构 CYVN Holdings 7.4亿美元的股权投资，此次发行可转债又获得10亿美元入账。两笔资金总计折合人民币127亿元，但并不是所有融资都能用来补充流动资金，比如此次可转债募集的资金还要用来还旧债。2023年第三季度开始，蔚来销量明显回升，其月销量规模从上半年的月均8600辆左右，上升到7月和8月的1.8万辆、1.9万辆，主要是新款ES6车型销量增长带来。李斌在财报沟通会上也表示，2023年第三季度，蔚来的目标是毛利率回归两位数。随着新款EC6的发布，蔚来全系车型已经更新为NT2.0平台，产品力大幅提升，但面对现在 新能源车 市场的竞争强度，即便产品力提升明显，毛利是否能如蔚来所愿，还是未知数。针对外界对蔚来资金平衡的担忧和规劝蔚来降低投入强度的声音，在9月21日的创新科技日活动上，蔚来用全栈技术布局进行了回应，总结而言，就是钱没白花，风险可控。钱没白花，风险可控9月21日，蔚来在上海召开NIO IN 2023蔚来创新科技日，首次全面对外介绍了蔚来的全栈技术布局，详细介绍了蔚来自动驾驶的研发进展，另外用李斌的话说，顺便发了台手机。这场发布中，最吸引眼球的是蔚来手机，但对企业最重要的其实是全栈技术布局，覆盖12项核心能力的全栈技术，是蔚来巨额研发投入没白花的证明。覆盖12项关键能力的蔚来技术全栈。之前蔚来谈论更多的是这些关键技术能力给蔚来产品带来的竞争力：蔚来一直坚持双电机四驱，让蔚来产品在性能上一直是第一梯队；自研的ICC底盘域控制器让蔚来成为国内首批可以用OTA升级车辆驾控体验的车企；蔚来的可充、可换、可升级的理念也是基于其自研电池包才得以实现；特别是蔚来的自动驾驶研发团队，使用算力只有2.5Tops的Mobileye Q4芯片就实现了高速公路自动领航功能，属于业界领先水平，而且蔚来并未停止对这颗上一代芯片的升级维护，上个月给老款车型推送的最新软件，辅助驾驶能力又有提升，这种维护能力是需要足额研发投入来维持的。这次蔚来第一次介绍了研发投入可以为其带来的毛利回报，科技日活动上，蔚来发布了第一颗自研芯片，“杨戬”激光雷达主控芯片，据李斌在接受采访中透露，每颗“杨戬”芯片比之前的主控芯片便宜数百元，随着“杨戬”的大规模装车，蔚来预计一年内其带来的毛利增长就可以覆盖研发投入。李斌表示，这颗芯片只是用来跑通整个芯片团队工作流程的一颗较简单的芯片，回报率已经令人惊喜，后面在芯片和车载智能硬件方面的投入将带来持续不断的回报。如果说蔚来全栈技术布局回答了钱都花到哪去了，以及这些钱花得到底值不值这两个疑问，那么在会后采访中，李斌则回答了蔚来到底为什么还敢这么花钱的疑问。根据李斌在采访中的表述，蔚来之所以现在这种情况还敢大力投入，主要原因有二：第一，蔚来对自己的能力边界很清楚。李斌表示，“我们非常清楚自己的业务边界，非常清楚自己的资源边界，我们会专注地把精力放在研发、基础设施建设和服务用户上，我们肯定不会进入到跟智能电动汽车没有什么关系，跟我们的用户没有什么关系的领域里面去。”第二，曾经经历过2019年的极限生存危机，李斌对蔚来管控风险的能力有充分自信。“总的来说还是心里有底的，经历过2019年我们就非常清楚公司的边界可以守好，我们有信心各个方面都有上扬的轨道，挑战虽然巨大，但信心我们从来不会低。”另外降低投资力度有可能给蔚来带来更持久性的伤害。研发费用方面，全栈技术布局是蔚来竞争力的根本，研发投入力度一旦降低，就意味着在技术上一步落后，步步落后，其带来的品牌价值和产品竞争力的损失是难以估量的。销售费用方面，根据蔚来工作人员介绍，蔚来的销售费用高，并不是花在公关和广告上，而是用在蔚来中心。蔚来在各地建设的蔚来中心，区别于传统汽车品牌4S店，提供展厅、办公、阅读、休闲、聚会等多种功能，是蔚来提供给用户的重要体验增量，也是其品牌形象的重要载体，随着蔚来用户数量的增长，这部分刚性投入的增长是不可逆的。另外，据李斌和秦力洪介绍，蔚来的充电业务已经扭亏为盈，是为数不多开始盈利的子业务，且蔚来的充电网络中，80%的电量是被非蔚来用户使用的，这项业务可以带来持续不断的稳定现金流，是一块财务压舱石。据秦力洪介绍，蔚来换电站也有20%开始盈利，随着蔚来调整权益，不再赠送免费换电权益，换电站的运营现金流也会有所改善。其实不论是减低投入会带来的伤害，还是部分业务现金流改善带来的财务纵深，都不是蔚来还敢大力投入的关键，最关键的还是李斌所说的明确了解自己业务和资源的边界，以及有信心守好这个边界。用一位蔚来老员工的话来翻译李斌的话就是，我们2019年的时候见过地狱是什么样，所以我们非常清楚人间和地狱的边界在哪里。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1001,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":667831697,"gmtCreate":1668681163320,"gmtModify":1668681163992,"author":{"id":"3487902687200396","authorId":"3487902687200396","name":"许大马帮","avatar":"https://static.tigerbbs.com/6664948d082af318956a0ae671e863a0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3487902687200396","authorIdStr":"3487902687200396"},"themes":[],"htmlText":"<a 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14:38","market":"us","language":"zh","title":"美银：巨型股带动指数上涨是市场特性，不是“故障”","url":"https://stock-news.laohu8.com/highlight/detail?id=1104940122","media":"老虎资讯综合","summary":"在市值加权指数中，最大的股票会有不成比例的贡献。","content":"<html><head></head><body><p>美银发布2024年下半年股市展望报告指出：许多投资者抱怨当下美国市场反弹仅限于少数股票。其实我们更倾向于根据方向而非幅度来判断市场广度的质量。如广度更高的市场都朝着正确的方向发展，那么固执于收益分配不均就没有意义了。<strong>指数回报在很大程度上受巨型股表现的影响，但顾名思义，在市值加权指数中，最大的股票会有不成比例的贡献，对于市场观点而言，方向更重要，贡献则不那么重要。</strong></p><p>从更宽泛的定义来看，目前市场的广度并不差，全球有63%的股票、88%的行业类别和72%的市场都在200天移动均线上方运行。</p><p>不过，也有一个呈现出分歧的指标需要注意。在MSCI AC世界指数也创下了历史新高的同时，全球股市中创下52周新高的股票比例从5月中旬的9.4%降到3.8%。虽然长期出现这种背离可能是不祥之兆，但就目前阶段而言，还不足以转为防御投资模式，只需密切关注。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9e0a9b221074699a0ffbbe85be8dc773\" alt=\"快讯图片\" title=\"快讯图片\" tg-width=\"1006\" tg-height=\"470\"/><span>快讯图片</span></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\" 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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\">2024-07-06 14:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>美银发布2024年下半年股市展望报告指出：许多投资者抱怨当下美国市场反弹仅限于少数股票。其实我们更倾向于根据方向而非幅度来判断市场广度的质量。如广度更高的市场都朝着正确的方向发展，那么固执于收益分配不均就没有意义了。<strong>指数回报在很大程度上受巨型股表现的影响，但顾名思义，在市值加权指数中，最大的股票会有不成比例的贡献，对于市场观点而言，方向更重要，贡献则不那么重要。</strong></p><p>从更宽泛的定义来看，目前市场的广度并不差，全球有63%的股票、88%的行业类别和72%的市场都在200天移动均线上方运行。</p><p>不过，也有一个呈现出分歧的指标需要注意。在MSCI AC世界指数也创下了历史新高的同时，全球股市中创下52周新高的股票比例从5月中旬的9.4%降到3.8%。虽然长期出现这种背离可能是不祥之兆，但就目前阶段而言，还不足以转为防御投资模式，只需密切关注。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9e0a9b221074699a0ffbbe85be8dc773\" alt=\"快讯图片\" title=\"快讯图片\" tg-width=\"1006\" tg-height=\"470\"/><span>快讯图片</span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2578fef036607345dce47cc401e172a3","relate_stocks":{".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104940122","content_text":"美银发布2024年下半年股市展望报告指出：许多投资者抱怨当下美国市场反弹仅限于少数股票。其实我们更倾向于根据方向而非幅度来判断市场广度的质量。如广度更高的市场都朝着正确的方向发展，那么固执于收益分配不均就没有意义了。指数回报在很大程度上受巨型股表现的影响，但顾名思义，在市值加权指数中，最大的股票会有不成比例的贡献，对于市场观点而言，方向更重要，贡献则不那么重要。从更宽泛的定义来看，目前市场的广度并不差，全球有63%的股票、88%的行业类别和72%的市场都在200天移动均线上方运行。不过，也有一个呈现出分歧的指标需要注意。在MSCI 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