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sala001
11-07
Replying to
@闲人马斯克
:今晚该抛了//
@闲人马斯克
:
$特斯拉(TSLA)$
坚信特斯拉是最伟大的科技公司之一是持有特斯拉股票的根本原因
sala001
04-07
这文章犹如大喊“散户们快来接盘啊”
突发!暴涨800%,罕见信号来袭!
sala001
04-02
$小米集团-W(01810)$
财报是什么时候?
sala001
03-27
$英伟达(NVDA)$
sala001
03-27
$英伟达(NVDA)$
赌鬼一无所有
sala001
03-25
$英伟达(NVDA)$
981
sala001
03-20
$英伟达(NVDA)$
今天的盘前挺刚强啊,不戏耍散户了?量吸够了?
sala001
03-20
$英伟达(NVDA)$
梦见跌到了500
sala001
03-20
$英伟达(NVDA)$
机构就喜欢这种热门股,每天上下两头割,爽歪歪
sala001
03-20
$英伟达(NVDA)$
真榨空了呀666
sala001
03-15
$特斯拉(TSLA)$
什么时候公布model 2什么时候再说涨的事
sala001
03-15
$英伟达(NVDA)$
800
sala001
03-15
$超微电脑(SMCI)$
1000
sala001
03-13
$英伟达(NVDA)$
收盘均值918左右,散会[傲娇]
sala001
03-13
不就是今天嘛
特斯拉德国工厂将于周三恢复生产
sala001
03-13
$英伟达(NVDA)$
这周是没跑了,心疼空头一秒钟
sala001
03-13
$英伟达(NVDA)$
这是护食啊?
sala001
03-12
$BOSS直聘(BZ)$
玛德现在找工作难造就了它
sala001
03-12
$英伟达(NVDA)$
真精彩啊,盘前861有人故意砸盘,眼看着价格在861和876+之间跳跃,哈哈哈哈,真有钱啊,可惜没激起一点浪花
sala001
03-12
$小米集团-W(01810)$
刚上市会涨一波,机构借势套一波韭菜
去老虎APP查看更多动态
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to <a href=\"https://laohu8.com/U/4093596070918460\">@闲人马斯克</a>:今晚该抛了//<a href=\"https://laohu8.com/U/4093596070918460\">@闲人马斯克</a>:<a href=\"https://laohu8.com/S/TSLA\"> $特斯拉(TSLA)$ </a>坚信特斯拉是最伟大的科技公司之一是持有特斯拉股票的根本原因","listText":"Replying to <a href=\"https://laohu8.com/U/4093596070918460\">@闲人马斯克</a>:今晚该抛了//<a href=\"https://laohu8.com/U/4093596070918460\">@闲人马斯克</a>:<a href=\"https://laohu8.com/S/TSLA\"> $特斯拉(TSLA)$ </a>坚信特斯拉是最伟大的科技公司之一是持有特斯拉股票的根本原因","text":"Replying to @闲人马斯克:今晚该抛了//@闲人马斯克: $特斯拉(TSLA)$ 坚信特斯拉是最伟大的科技公司之一是持有特斯拉股票的根本原因","images":[{"img":"https://static.tigerbbs.com/d7c7f89d7f550f45f0e3f043354685aa"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368202966712424","isVote":1,"tweetType":1,"viewCount":346,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":292604542685360,"gmtCreate":1712462675001,"gmtModify":1712462677187,"author":{"id":"3494370642687637","authorId":"3494370642687637","name":"sala001","avatar":"https://static.tigerbbs.com/39f4f51705fcf3a337ac5be0fecf9986","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3494370642687637","authorIdStr":"3494370642687637"},"themes":[],"htmlText":"这文章犹如大喊“散户们快来接盘啊”","listText":"这文章犹如大喊“散户们快来接盘啊”","text":"这文章犹如大喊“散户们快来接盘啊”","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/292604542685360","repostId":"2425252253","repostType":2,"repost":{"id":"2425252253","kind":"news","weMediaInfo":{"introduction":"致力于提供最及时的财经资讯,最专业的解读分析,覆盖宏观经济、金融机构、A股市场、上市公司、投资理财等财经领域。","home_visible":1,"media_name":"券商中国","id":"9","head_image":"https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f"},"pubTimestamp":1712448677,"share":"https://www.laohu8.com/m/news/2425252253?lang=&edition=full","pubTime":"2024-04-07 08:11","market":"sh","language":"zh","title":"突发!暴涨800%,罕见信号来袭!","url":"https://stock-news.laohu8.com/highlight/detail?id=2425252253","media":"券商中国","summary":"罕见暴涨昨晚,美股市场一家类似于从事封闭式基金的资产管理公司股价突然暴涨,最大涨幅将近126%,收盘涨幅依然超过76%。该公司上市8个交易日,股价最大涨幅近800%。3月份全球制造业采购经理指数为50.3%,较上月上升1.2个百分点,结束了连续17个月在50%以下运行的走势,重回扩张区间。","content":"<html><head></head><body><p>一个全新的炒作思路出现了!</p><p>就在昨天晚上,美国一家封闭式基金管理公司——The Destiny Tech100的股价一度暴涨近126%,收盘依然大涨76.51%,成交超3亿美元。该基金于3月26日上市,最低价为8.25美元,昨晚涨至最高75.79美元,短短数个交易日,最大涨幅近800%。这是比较罕见的,特别是对一家类似于从事封闭式基金管理的公司而言。</p><p>Destiny Tech100官网显示,这是一家根据1940年法案注册的封闭式管理投资公司。他们投资由100家顶级风险投资支持的私营科技公司组成的组合,让日常投资者首次有机会接触这些私募市场的领先者。从其目前的持仓来看,最大的仓位在马斯克的SpaceX,占总仓位的34.6%,知名的人工智能公司OpenAI持仓占比则为3.8%。</p><p>那么,这家公司的股价表现究竟意味着什么?分析人士认为,一个全新的炒作思路可能已经出现了。一级市场定价的波动,正在影响二级持有者的市值。完美的故事不但要讲给一级的投资者听,更要通过实实在在的形式传播到二级市场。</p><p>罕见暴涨</p><p>昨晚,美股市场一家类似于从事封闭式基金的资产管理公司股价突然暴涨,最大涨幅将近126%,收盘涨幅依然超过76%。该公司上市8个交易日,股价最大涨幅近800%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/42bf0e68804ac88d7a3307f33c9211a5\" title=\"\" tg-width=\"830\" tg-height=\"301\"/></p><p>那么,这究竟是一家怎么样的公司呢?据该公司官网显示,Destiny Tech100是一家根据 1940年法案注册的封闭式管理投资公司。他们投资由100家顶级风险投资支持的私营科技公司组成的投资组合,让日常投资者首次有机会接触这些私募市场的领先者。为了有资格入选Destiny Tech100,公司必须经过美国顶级机构投资者的审查并满足关键的健康指标。此外,投资组合中的公司通常已达到后期风险投资支持公司预期的成熟度和稳定性水平。</p><p>Destiny Tech100采用与结构无关的方法来构建投资组合,参与公司推动的主要轮次以及现有股东的二次购买,寻求投资组合的最佳执行,以有吸引力的价格和结构接触顶级公司。截至2023年12月31日,该基金约占初始资本的90%,用于一级和二级投资,包括太空探索(SpaceX、Axiom)、娱乐(Epic Games、Discord)、金融科技(Brex、Stripe)领域的知名企业和人工智能 公司(OpenAI)。从其目前的持仓来看,最大的仓位在马斯克的SpaceX,占总仓位的34.6%,OpenAI持仓占比则为3.8%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bac028ee3cf03f0e74e91f1bf4b15bf6\" title=\"\" tg-width=\"831\" tg-height=\"574\"/></p><p>重磅信号</p><p>虽然这家公司的市值并不大,但其涨幅确实也在释放强烈信号。</p><p>分析人士认为,该公司股价的表现至少释放了三大信号:</p><p>一是市场对于未来科技的认可度依然很高,而且逻辑清晰,相当一段时间无法证伪,诚如其名一样,代表着人类的命运;</p><p>二是市场流动性依然十分充沛,只有当资金充沛的时候,这种成长类型的题材才会获得肆无忌惮的拉升;</p><p>三是A股市场可能会迎来新的映射,那些投资了大量科技股的公司(创投概念)可能会受到追捧。此前,市场炒作Kimi概念股时,<a href=\"https://laohu8.com/S/002432\">九安医疗</a>等就有较强表现。后续,市场可能也会挖掘类似的题材进行炒作。</p><p>其实,这背后可能还有两个深层次原因:</p><p>一是人类的前途在于经济发展,而经济的发展依靠的是技术创新提供的分工细化和交易效率提升。而恰恰在这个时候,全球经济回到了一个向好的趋势当中。据中国物流与采购联合会今天(6日)公布的3月份全球制造业采购经理指数,3月份全球制造业采购经理指数重回50%以上的扩张区间,全球经济稳中有升。3月份全球制造业采购经理指数为50.3%,较上月上升1.2个百分点,结束了连续17个月在50%以下运行的走势,重回扩张区间。一季度,全球制造业采购经理指数均值为49.6%,高于去年四季度47.9%的平均水平,整体恢复态势要好于去年四季度。</p><p>二是全球股票的供应量在减少。在股票减少的背景之下,Destiny Tech100这种有题材,且迎合着股票的另类供应才会受到大肆追捧。据英国金融时报的数据,全球上市股票的供应正以至少25年来最快的速度萎缩,因经济形势和地缘政治的不确定性给新股发行造成压力,而企业继续大量买回自己的股票。<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>分析师表示,该现象显示企业高管仍然缺乏信心。理论上,不断上涨的股市和相对强劲的经济应该能鼓励企业以高价发行新股来筹集资金,而非花费现金买库藏股;但数据显示,全球上市股票今年已净缩水1,200亿美元,超过去年的400亿美元,意味净值连续第三年下降,这是自1999年编制该数据以来未出现过的事。根据<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>的数据,今年买库藏股(库藏股又称“回收股”,是指股份公司购回并持有的自己发行的股票,这些股票尚未被注销,可能在未来重新出售或用于其他目的)的速度与过去三年大致相同,到12月将达到约1.2万亿美元,然而,IPO和其他股票发行未达预期。</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>突发!暴涨800%,罕见信号来袭!</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n突发!暴涨800%,罕见信号来袭!\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time\">2024-04-07 08:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>一个全新的炒作思路出现了!</p><p>就在昨天晚上,美国一家封闭式基金管理公司——The Destiny Tech100的股价一度暴涨近126%,收盘依然大涨76.51%,成交超3亿美元。该基金于3月26日上市,最低价为8.25美元,昨晚涨至最高75.79美元,短短数个交易日,最大涨幅近800%。这是比较罕见的,特别是对一家类似于从事封闭式基金管理的公司而言。</p><p>Destiny Tech100官网显示,这是一家根据1940年法案注册的封闭式管理投资公司。他们投资由100家顶级风险投资支持的私营科技公司组成的组合,让日常投资者首次有机会接触这些私募市场的领先者。从其目前的持仓来看,最大的仓位在马斯克的SpaceX,占总仓位的34.6%,知名的人工智能公司OpenAI持仓占比则为3.8%。</p><p>那么,这家公司的股价表现究竟意味着什么?分析人士认为,一个全新的炒作思路可能已经出现了。一级市场定价的波动,正在影响二级持有者的市值。完美的故事不但要讲给一级的投资者听,更要通过实实在在的形式传播到二级市场。</p><p>罕见暴涨</p><p>昨晚,美股市场一家类似于从事封闭式基金的资产管理公司股价突然暴涨,最大涨幅将近126%,收盘涨幅依然超过76%。该公司上市8个交易日,股价最大涨幅近800%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/42bf0e68804ac88d7a3307f33c9211a5\" title=\"\" tg-width=\"830\" tg-height=\"301\"/></p><p>那么,这究竟是一家怎么样的公司呢?据该公司官网显示,Destiny Tech100是一家根据 1940年法案注册的封闭式管理投资公司。他们投资由100家顶级风险投资支持的私营科技公司组成的投资组合,让日常投资者首次有机会接触这些私募市场的领先者。为了有资格入选Destiny Tech100,公司必须经过美国顶级机构投资者的审查并满足关键的健康指标。此外,投资组合中的公司通常已达到后期风险投资支持公司预期的成熟度和稳定性水平。</p><p>Destiny Tech100采用与结构无关的方法来构建投资组合,参与公司推动的主要轮次以及现有股东的二次购买,寻求投资组合的最佳执行,以有吸引力的价格和结构接触顶级公司。截至2023年12月31日,该基金约占初始资本的90%,用于一级和二级投资,包括太空探索(SpaceX、Axiom)、娱乐(Epic Games、Discord)、金融科技(Brex、Stripe)领域的知名企业和人工智能 公司(OpenAI)。从其目前的持仓来看,最大的仓位在马斯克的SpaceX,占总仓位的34.6%,OpenAI持仓占比则为3.8%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bac028ee3cf03f0e74e91f1bf4b15bf6\" title=\"\" tg-width=\"831\" tg-height=\"574\"/></p><p>重磅信号</p><p>虽然这家公司的市值并不大,但其涨幅确实也在释放强烈信号。</p><p>分析人士认为,该公司股价的表现至少释放了三大信号:</p><p>一是市场对于未来科技的认可度依然很高,而且逻辑清晰,相当一段时间无法证伪,诚如其名一样,代表着人类的命运;</p><p>二是市场流动性依然十分充沛,只有当资金充沛的时候,这种成长类型的题材才会获得肆无忌惮的拉升;</p><p>三是A股市场可能会迎来新的映射,那些投资了大量科技股的公司(创投概念)可能会受到追捧。此前,市场炒作Kimi概念股时,<a href=\"https://laohu8.com/S/002432\">九安医疗</a>等就有较强表现。后续,市场可能也会挖掘类似的题材进行炒作。</p><p>其实,这背后可能还有两个深层次原因:</p><p>一是人类的前途在于经济发展,而经济的发展依靠的是技术创新提供的分工细化和交易效率提升。而恰恰在这个时候,全球经济回到了一个向好的趋势当中。据中国物流与采购联合会今天(6日)公布的3月份全球制造业采购经理指数,3月份全球制造业采购经理指数重回50%以上的扩张区间,全球经济稳中有升。3月份全球制造业采购经理指数为50.3%,较上月上升1.2个百分点,结束了连续17个月在50%以下运行的走势,重回扩张区间。一季度,全球制造业采购经理指数均值为49.6%,高于去年四季度47.9%的平均水平,整体恢复态势要好于去年四季度。</p><p>二是全球股票的供应量在减少。在股票减少的背景之下,Destiny Tech100这种有题材,且迎合着股票的另类供应才会受到大肆追捧。据英国金融时报的数据,全球上市股票的供应正以至少25年来最快的速度萎缩,因经济形势和地缘政治的不确定性给新股发行造成压力,而企业继续大量买回自己的股票。<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>分析师表示,该现象显示企业高管仍然缺乏信心。理论上,不断上涨的股市和相对强劲的经济应该能鼓励企业以高价发行新股来筹集资金,而非花费现金买库藏股;但数据显示,全球上市股票今年已净缩水1,200亿美元,超过去年的400亿美元,意味净值连续第三年下降,这是自1999年编制该数据以来未出现过的事。根据<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>的数据,今年买库藏股(库藏股又称“回收股”,是指股份公司购回并持有的自己发行的股票,这些股票尚未被注销,可能在未来重新出售或用于其他目的)的速度与过去三年大致相同,到12月将达到约1.2万亿美元,然而,IPO和其他股票发行未达预期。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/edc98c04cdc47dd0d16e08274ce9a364","relate_stocks":{"DXYZ":"Destiny Tech100 Inc"},"source_url":"https://finance.sina.com.cn/wm/2024-04-06/doc-inaqwiys2726291.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2425252253","content_text":"一个全新的炒作思路出现了!就在昨天晚上,美国一家封闭式基金管理公司——The Destiny Tech100的股价一度暴涨近126%,收盘依然大涨76.51%,成交超3亿美元。该基金于3月26日上市,最低价为8.25美元,昨晚涨至最高75.79美元,短短数个交易日,最大涨幅近800%。这是比较罕见的,特别是对一家类似于从事封闭式基金管理的公司而言。Destiny Tech100官网显示,这是一家根据1940年法案注册的封闭式管理投资公司。他们投资由100家顶级风险投资支持的私营科技公司组成的组合,让日常投资者首次有机会接触这些私募市场的领先者。从其目前的持仓来看,最大的仓位在马斯克的SpaceX,占总仓位的34.6%,知名的人工智能公司OpenAI持仓占比则为3.8%。那么,这家公司的股价表现究竟意味着什么?分析人士认为,一个全新的炒作思路可能已经出现了。一级市场定价的波动,正在影响二级持有者的市值。完美的故事不但要讲给一级的投资者听,更要通过实实在在的形式传播到二级市场。罕见暴涨昨晚,美股市场一家类似于从事封闭式基金的资产管理公司股价突然暴涨,最大涨幅将近126%,收盘涨幅依然超过76%。该公司上市8个交易日,股价最大涨幅近800%。那么,这究竟是一家怎么样的公司呢?据该公司官网显示,Destiny Tech100是一家根据 1940年法案注册的封闭式管理投资公司。他们投资由100家顶级风险投资支持的私营科技公司组成的投资组合,让日常投资者首次有机会接触这些私募市场的领先者。为了有资格入选Destiny Tech100,公司必须经过美国顶级机构投资者的审查并满足关键的健康指标。此外,投资组合中的公司通常已达到后期风险投资支持公司预期的成熟度和稳定性水平。Destiny Tech100采用与结构无关的方法来构建投资组合,参与公司推动的主要轮次以及现有股东的二次购买,寻求投资组合的最佳执行,以有吸引力的价格和结构接触顶级公司。截至2023年12月31日,该基金约占初始资本的90%,用于一级和二级投资,包括太空探索(SpaceX、Axiom)、娱乐(Epic Games、Discord)、金融科技(Brex、Stripe)领域的知名企业和人工智能 公司(OpenAI)。从其目前的持仓来看,最大的仓位在马斯克的SpaceX,占总仓位的34.6%,OpenAI持仓占比则为3.8%。重磅信号虽然这家公司的市值并不大,但其涨幅确实也在释放强烈信号。分析人士认为,该公司股价的表现至少释放了三大信号:一是市场对于未来科技的认可度依然很高,而且逻辑清晰,相当一段时间无法证伪,诚如其名一样,代表着人类的命运;二是市场流动性依然十分充沛,只有当资金充沛的时候,这种成长类型的题材才会获得肆无忌惮的拉升;三是A股市场可能会迎来新的映射,那些投资了大量科技股的公司(创投概念)可能会受到追捧。此前,市场炒作Kimi概念股时,九安医疗等就有较强表现。后续,市场可能也会挖掘类似的题材进行炒作。其实,这背后可能还有两个深层次原因:一是人类的前途在于经济发展,而经济的发展依靠的是技术创新提供的分工细化和交易效率提升。而恰恰在这个时候,全球经济回到了一个向好的趋势当中。据中国物流与采购联合会今天(6日)公布的3月份全球制造业采购经理指数,3月份全球制造业采购经理指数重回50%以上的扩张区间,全球经济稳中有升。3月份全球制造业采购经理指数为50.3%,较上月上升1.2个百分点,结束了连续17个月在50%以下运行的走势,重回扩张区间。一季度,全球制造业采购经理指数均值为49.6%,高于去年四季度47.9%的平均水平,整体恢复态势要好于去年四季度。二是全球股票的供应量在减少。在股票减少的背景之下,Destiny Tech100这种有题材,且迎合着股票的另类供应才会受到大肆追捧。据英国金融时报的数据,全球上市股票的供应正以至少25年来最快的速度萎缩,因经济形势和地缘政治的不确定性给新股发行造成压力,而企业继续大量买回自己的股票。摩根大通分析师表示,该现象显示企业高管仍然缺乏信心。理论上,不断上涨的股市和相对强劲的经济应该能鼓励企业以高价发行新股来筹集资金,而非花费现金买库藏股;但数据显示,全球上市股票今年已净缩水1,200亿美元,超过去年的400亿美元,意味净值连续第三年下降,这是自1999年编制该数据以来未出现过的事。根据摩根大通的数据,今年买库藏股(库藏股又称“回收股”,是指股份公司购回并持有的自己发行的股票,这些股票尚未被注销,可能在未来重新出售或用于其他目的)的速度与过去三年大致相同,到12月将达到约1.2万亿美元,然而,IPO和其他股票发行未达预期。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1268,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3491812622453185","authorId":"3491812622453185","name":"带泡沫的苹果","avatar":"https://static.tigerbbs.com/a9250937a0cdbddaf9a218f28567ee36","crmLevel":3,"crmLevelSwitch":1,"idStr":"3491812622453185","authorIdStr":"3491812622453185"},"content":"这到不是,我看到了机会及未来的投资方向","text":"这到不是,我看到了机会及未来的投资方向","html":"这到不是,我看到了机会及未来的投资方向"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":290813071413552,"gmtCreate":1712025173531,"gmtModify":1712025174680,"author":{"id":"3494370642687637","authorId":"3494370642687637","name":"sala001","avatar":"https://static.tigerbbs.com/39f4f51705fcf3a337ac5be0fecf9986","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3494370642687637","authorIdStr":"3494370642687637"},"themes":[],"htmlText":"<a 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游戏都跟它有关~"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":254532086788256,"gmtCreate":1703178055834,"gmtModify":1703178462168,"author":{"id":"3494370642687637","authorId":"3494370642687637","name":"sala001","avatar":"https://static.tigerbbs.com/39f4f51705fcf3a337ac5be0fecf9986","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3494370642687637","authorIdStr":"3494370642687637"},"themes":[],"htmlText":"魅族算屁啊?小米也还没开始呢,智能驾驶方面现在是小鹏,集度,华为三个势力","listText":"魅族算屁啊?小米也还没开始呢,智能驾驶方面现在是小鹏,集度,华为三个势力","text":"魅族算屁啊?小米也还没开始呢,智能驾驶方面现在是小鹏,集度,华为三个势力","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/254532086788256","repostId":"1197580643","repostType":2,"repost":{"id":"1197580643","kind":"news","pubTimestamp":1703120711,"share":"https://www.laohu8.com/m/news/1197580643?lang=&edition=full","pubTime":"2023-12-21 09:05","market":"us","language":"zh","title":"造车新势力迭代之年:“华小魅”抢了“蔚小理”风头","url":"https://stock-news.laohu8.com/highlight/detail?id=1197580643","media":"锌刻度","summary":"躺着卖车”的时代已经过去。","content":"<html><head></head><body><blockquote><p><strong>躺着卖车”的时代已经过去</strong></p></blockquote><p>2023年年初,在汽车行业有了一席之地的<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、小鹏、理想三家头部造车新势力都曾对2023年充满期待。</p><p>而当年关将至,重看这一年,“蔚小理”似乎来到了不同的关卡。从第三季度财报来看,当<a href=\"https://laohu8.com/S/LI\">理想汽车</a>向千亿营收规模企业的目标逼近,<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>和小鹏却仍然困于亏损压力。而当初被蔚来赋予厚望的“阿尔卑斯”,也在入冬之前被曝不再是独立项目,部分岗位相应被裁减。</p><p>相较于“蔚小理”,下场造车的手机厂商却在今年屡抢风头,从华为智选车扩容,到小米汽车明年上市,再到魅族启动 DreamCar 共创计划,以“华小魅”为代表的新玩家们逐渐开始找到自己的位置。</p><p>汽车3.0时代已经拉开序幕,2024年会上演什么好戏,或许我们能从过去这一年里窥得一二。</p><p><strong>“蔚小理”渐行渐远</strong></p><p>在回首新能源汽车赛道的2023年时,要从“蔚小理”在站稳脚跟后立下的“flag”说起。</p><p>2023年1月,理想汽车CEO李想在全员信中表示,理想的愿景是在2030年成为全球领先的人工<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>企业。他写道,2023年软件2.0的技术产品落地将在中国正式开启,在最重要的智能电动车领域,城市NOA导航辅助驾驶(不依赖高精地图)会在2023年底开始落地,“这将是软件2.0对于物理世界改造的重要起点”。</p><p><a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>董事长兼CEO何小鹏则表示,小鹏汽车将在2023年之后的五年持续进行高强度的研发投入。此外,何小鹏在广东省高质量发展大会上强调,“以2023年为起点,小鹏汽车会真正从中国走向全球。在未来五年,小鹏汽车将会推出5款面向全球的智能汽车。”</p><p>蔚来也不甘示弱,声称要推出代号为“阿尔卑斯”的子品牌,并声称蔚来手机将与蔚来汽车实现深度绑定。当时,蔚来被不少媒体认为,或许在2023年将是大动作最多的一家新势力。</p><p>彼时,市场普遍的共识是,互联网造车的新势力已经在2022年下半年实现了“从0到1”的突破,并将在2023年开启“从1到10”的新阶段。平安证券认为,在“从1到10”的时期内,必须在保持相对优势的前提下尽快弥补短板业务。</p><p>一年快要结束,第三季度财报是最直接的答卷,而“蔚小理”拿到的成绩单却是有人欢喜有人愁。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d6e35336ae01b4b8faf29dfeb80039ba\" alt=\"图片来源:蔚来财报\" title=\"图片来源:蔚来财报\" tg-width=\"660\" tg-height=\"308\"/><span>图片来源:蔚来财报</span></p><p>利润方面,蔚来汽车第三季度净亏损为45.57亿元,同比增长10.8%,环比下降24.8%;小鹏汽车净亏损为38.9亿元,同比扩大63.6%,环比增加38.6%;理想汽车实现净利润28.1亿元,环比增加21.8%,四个季度连续盈利。</p><p>毛利率方面,蔚来汽车的毛利率为11.0%,环比提升4.8%,同比下降5.4%;小鹏汽车的毛利率跌至-6.1%,同比下滑17.7%;理想汽车的毛利率为21.1%,较去年同期提升超过9%,高于<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的17.9%,与<a href=\"https://laohu8.com/S/002594\">比亚迪</a>的22.1%接近。</p><p>财报数据的背后,是从战略规划、组织架构到管理团队等多个方面的差异和困境。最明显的便是蔚来被理想弯道超车,原本是三大造车新势力中最先进入新能源汽车赛道,且销量最高的蔚来,从2022年开始便初显颓势,到了2023年更是在销量和市值上屡被理想反超。</p><p>造车十年的蔚来,似乎迎来了中年危机,尤其是在2023年秋末初冬之时传出的裁员消息,更是让外界对蔚来的未来不免担忧。而在年初被赋予厚望的“阿尔卑斯”也同样被曝不再是独立项目。</p><p>至于小鹏,从年初开始便变动诸多,比如在1月就正式宣布,原<a href=\"https://laohu8.com/S/601633\">长城汽车</a>总经理王凤英出任总裁,将全面负责该公司的产品规划、产品矩阵以及销售体系。而小鹏汽车的变革调整也初见成效,截至11月末小鹏汽车2023年累计交付量达121486辆,虽然没有达到年初20万辆的目标,但前11个月已经超2022年全年累计交付量。不过,和蔚来一样,亏损仍然是两兄弟的老大难问题。</p><p>如果说曾经的“蔚小理”是在一轮轮淘汰赛中你追我赶,齐头并进,那2023年的赛局显然有所不同,当理想率先盈利,掉队的小鹏和蔚来,又要如何自寻出路?</p><p><strong>“华小魅”各藏野心</strong></p><p>当“蔚小理”渐行渐远,“华小魅”却在2023年频频亮相。手机厂商对汽车赛道的热情在近两年不断增加,而华为、魅族、小米、VIVO等都通过各类形式将业务延伸到汽车领域。其中,用星纪魅族集团董事长兼CEO沈子瑜在接受中国新闻周刊采访时的话来说,“目前华为、星纪魅族、小米打造的三个OS体系,代表了汽车3.0时代的玩家。”</p><p>要说风头无两的,自然还是华为。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac5e5712fd609328094f6c62cfd58cae\" alt=\"图片来源:华为官网\" title=\"图片来源:华为官网\" tg-width=\"1080\" tg-height=\"516\"/><span>图片来源:华为官网</span></p><p>尽管并没有“亲自造车”,但华为通过零部件Tier 1模式、HI模式、鸿蒙智行模式与车企合作,在新能源汽车赛道上可以说是存在感无处不在,今年不少爆款的“含华量”极高。</p><p>根据余承东在发布会上公布的数据,自9月12日上市,华为与<a href=\"https://laohu8.com/S/601127\">赛力斯</a>合作的问界新M7大定已突破10万单;奇瑞合作的智界系列也交出不错的成绩,其中智界S7在11月底时预订量就已突破2万。除此之外,华为智能汽车解决方案BU董事长余承东表示,华为已向赛力斯、奇瑞、江淮、北汽发出股权开放邀请,并希望中国一汽集团加入。</p><p>而魅族多少有点想抄华为这一“课代表”作业的意思。在11月的最后一天,星纪魅族董事长、CEO沈子瑜站在台前借用史蒂夫·乔布斯“One more thing”名言,宣布为魅友们打造一款专属的DreamCar MX时,高喊的口号是:“魅族造车不会输给华为。”</p><p>一个背景是,据投资界,今年3月,星纪魅族集团成立时,便已确立手机+XR+智能汽车业务路线。今年6月,<a href=\"https://laohu8.com/S/PSNY\">极星汽车</a>总部宣布极星与星纪魅族成立合资公司时,吉利控股集团董事长李书福拍着沈子瑜的肩膀,说:”现在你可以造车了。”</p><p>于是,魅族与星纪时代合并后推出了专门适配车机系统的Flyme Auto,并搭载于领克08——上市54天销量超1.2万台。据称最新发布的FlymeLink还将搭载于领克06EM-P和领克09。</p><p>不过,相较于华为而言,魅族在造车赛道上的话语权还是明显弱了一筹,这一点,从销量上也可看得出。</p><p>值得一提的是,“华小魅”中真正下场造车的还是小米。 </p><p>小米创始人雷军在公开演讲中表示,汽车战略的重要性不言而喻,他亲自负责造车业务,并称要“押上人生全部的声誉”。据媒体报道,小米首款汽车已于在亦庄工厂进入生产线验证的第五个阶段(PT5)。而小米目前已规划好了三款汽车,将陆续在未来三年内发布。</p><p>而最近的消息是,继10月将“手机×AloT”升级为“人车家全生态”并发布全新操作系统“小米澎湃OS”后,11月15日,小米汽车在工信部公布的第377批《道路机动车辆生产企业及产品公告》新产品公示文件中亮相。按照小米的官方说法,小米汽车将于明年上半年量产,将搭载澎湃OS系统,与小米手机等其他智能产品形成一个生态。</p><p>可以说,相较于“蔚小理”,目前“华小魅”仍属于新能源汽车赛道的初生牛犊,各有各的野心。</p><p><strong>铁打的战场,流水的新势力</strong></p><p>不可否认的是,新能源汽车的市场前景不容小觑。</p><p>根据乘联会的预测,今年我<a href=\"https://laohu8.com/S/600617\">国新能源</a>乘用车的销量将达到850万辆,而狭义乘用车销量预计为2350万辆,年度新能源车渗透率有望达到36%。观察近期的市场运行状态,乘联会认为我国全年新能源汽车销量将超过去年。</p><p>而根据中国汽车工业协会数据,1-11月,我国新能源汽车产销分别完成842.6万辆和830.4万辆,同比分别增长34.5%和36.7%,市场占有率达到30.8%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55931501db9f4d27267d7c3f3254f3e0\" alt=\"中汽协会数据\" title=\"中汽协会数据\" tg-width=\"903\" tg-height=\"496\"/><span>中汽协会数据</span></p><p>尤其是根据历年趋势,12月的汽车销量通常高于11月,今年12月的汽车市场有望持续走强,甚至可能超过去年,创下新高。中国汽车流通协会预测,2023年全年国内乘用车零售量有望接近2200万辆,保守估计为2170万辆,同比有望实现5%的增长。在这一过程中,新能源汽车市场将成为年末市场增长的主要支撑力量。</p><p>这一赛道形势向好,但铁打的战场,流水的新势力。</p><p>12月刚开始,各家新能源车企便纷纷秀出了销量。新势力的头部依旧是“蔚小理”,理想再次破4万辆目标线;小鹏破2万辆,已连续两月超过蔚来排第二;蔚来1.59万辆,销量相比10月略有下滑。</p><p>但正如上文所述,不容忽视的是,以“华小魅”为代表的新一代新势力正崭露头角,“蔚小理”显然也并非高枕无忧。举例来看,理想ONE曾是唯一一款6座中大型SUV,但现在华为和赛力斯加持的问界M7都是理想汽车的头号对手。</p><p>可以预想的是,“躺着卖车”的时代已经过去,2024年两代新势力的竞争将更为明显,大浪淘沙后谁能率先上岸?让我们拭目以待。</p></body></html>","source":"lsy1568158634801","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>造车新势力迭代之年:“华小魅”抢了“蔚小理”风头</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造车新势力迭代之年:“华小魅”抢了“蔚小理”风头\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-21 09:05 北京时间 <a href=https://mp.weixin.qq.com/s/GjG-rpe-CE4rkZuoOccfxw><strong>锌刻度</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>躺着卖车”的时代已经过去2023年年初,在汽车行业有了一席之地的蔚来、小鹏、理想三家头部造车新势力都曾对2023年充满期待。而当年关将至,重看这一年,“蔚小理”似乎来到了不同的关卡。从第三季度财报来看,当理想汽车向千亿营收规模企业的目标逼近,蔚来和小鹏却仍然困于亏损压力。而当初被蔚来赋予厚望的“阿尔卑斯”,也在入冬之前被曝不再是独立项目,部分岗位相应被裁减。相较于“蔚小理”,下场造车的手机厂商却在...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/GjG-rpe-CE4rkZuoOccfxw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e6df47bce63f8364110f28f34f8997bf","relate_stocks":{"LI":"理想汽车","NIO":"蔚来","XPEV":"小鹏汽车"},"source_url":"https://mp.weixin.qq.com/s/GjG-rpe-CE4rkZuoOccfxw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197580643","content_text":"躺着卖车”的时代已经过去2023年年初,在汽车行业有了一席之地的蔚来、小鹏、理想三家头部造车新势力都曾对2023年充满期待。而当年关将至,重看这一年,“蔚小理”似乎来到了不同的关卡。从第三季度财报来看,当理想汽车向千亿营收规模企业的目标逼近,蔚来和小鹏却仍然困于亏损压力。而当初被蔚来赋予厚望的“阿尔卑斯”,也在入冬之前被曝不再是独立项目,部分岗位相应被裁减。相较于“蔚小理”,下场造车的手机厂商却在今年屡抢风头,从华为智选车扩容,到小米汽车明年上市,再到魅族启动 DreamCar 共创计划,以“华小魅”为代表的新玩家们逐渐开始找到自己的位置。汽车3.0时代已经拉开序幕,2024年会上演什么好戏,或许我们能从过去这一年里窥得一二。“蔚小理”渐行渐远在回首新能源汽车赛道的2023年时,要从“蔚小理”在站稳脚跟后立下的“flag”说起。2023年1月,理想汽车CEO李想在全员信中表示,理想的愿景是在2030年成为全球领先的人工智能企业。他写道,2023年软件2.0的技术产品落地将在中国正式开启,在最重要的智能电动车领域,城市NOA导航辅助驾驶(不依赖高精地图)会在2023年底开始落地,“这将是软件2.0对于物理世界改造的重要起点”。小鹏汽车董事长兼CEO何小鹏则表示,小鹏汽车将在2023年之后的五年持续进行高强度的研发投入。此外,何小鹏在广东省高质量发展大会上强调,“以2023年为起点,小鹏汽车会真正从中国走向全球。在未来五年,小鹏汽车将会推出5款面向全球的智能汽车。”蔚来也不甘示弱,声称要推出代号为“阿尔卑斯”的子品牌,并声称蔚来手机将与蔚来汽车实现深度绑定。当时,蔚来被不少媒体认为,或许在2023年将是大动作最多的一家新势力。彼时,市场普遍的共识是,互联网造车的新势力已经在2022年下半年实现了“从0到1”的突破,并将在2023年开启“从1到10”的新阶段。平安证券认为,在“从1到10”的时期内,必须在保持相对优势的前提下尽快弥补短板业务。一年快要结束,第三季度财报是最直接的答卷,而“蔚小理”拿到的成绩单却是有人欢喜有人愁。图片来源:蔚来财报利润方面,蔚来汽车第三季度净亏损为45.57亿元,同比增长10.8%,环比下降24.8%;小鹏汽车净亏损为38.9亿元,同比扩大63.6%,环比增加38.6%;理想汽车实现净利润28.1亿元,环比增加21.8%,四个季度连续盈利。毛利率方面,蔚来汽车的毛利率为11.0%,环比提升4.8%,同比下降5.4%;小鹏汽车的毛利率跌至-6.1%,同比下滑17.7%;理想汽车的毛利率为21.1%,较去年同期提升超过9%,高于特斯拉的17.9%,与比亚迪的22.1%接近。财报数据的背后,是从战略规划、组织架构到管理团队等多个方面的差异和困境。最明显的便是蔚来被理想弯道超车,原本是三大造车新势力中最先进入新能源汽车赛道,且销量最高的蔚来,从2022年开始便初显颓势,到了2023年更是在销量和市值上屡被理想反超。造车十年的蔚来,似乎迎来了中年危机,尤其是在2023年秋末初冬之时传出的裁员消息,更是让外界对蔚来的未来不免担忧。而在年初被赋予厚望的“阿尔卑斯”也同样被曝不再是独立项目。至于小鹏,从年初开始便变动诸多,比如在1月就正式宣布,原长城汽车总经理王凤英出任总裁,将全面负责该公司的产品规划、产品矩阵以及销售体系。而小鹏汽车的变革调整也初见成效,截至11月末小鹏汽车2023年累计交付量达121486辆,虽然没有达到年初20万辆的目标,但前11个月已经超2022年全年累计交付量。不过,和蔚来一样,亏损仍然是两兄弟的老大难问题。如果说曾经的“蔚小理”是在一轮轮淘汰赛中你追我赶,齐头并进,那2023年的赛局显然有所不同,当理想率先盈利,掉队的小鹏和蔚来,又要如何自寻出路?“华小魅”各藏野心当“蔚小理”渐行渐远,“华小魅”却在2023年频频亮相。手机厂商对汽车赛道的热情在近两年不断增加,而华为、魅族、小米、VIVO等都通过各类形式将业务延伸到汽车领域。其中,用星纪魅族集团董事长兼CEO沈子瑜在接受中国新闻周刊采访时的话来说,“目前华为、星纪魅族、小米打造的三个OS体系,代表了汽车3.0时代的玩家。”要说风头无两的,自然还是华为。图片来源:华为官网尽管并没有“亲自造车”,但华为通过零部件Tier 1模式、HI模式、鸿蒙智行模式与车企合作,在新能源汽车赛道上可以说是存在感无处不在,今年不少爆款的“含华量”极高。根据余承东在发布会上公布的数据,自9月12日上市,华为与赛力斯合作的问界新M7大定已突破10万单;奇瑞合作的智界系列也交出不错的成绩,其中智界S7在11月底时预订量就已突破2万。除此之外,华为智能汽车解决方案BU董事长余承东表示,华为已向赛力斯、奇瑞、江淮、北汽发出股权开放邀请,并希望中国一汽集团加入。而魅族多少有点想抄华为这一“课代表”作业的意思。在11月的最后一天,星纪魅族董事长、CEO沈子瑜站在台前借用史蒂夫·乔布斯“One more thing”名言,宣布为魅友们打造一款专属的DreamCar MX时,高喊的口号是:“魅族造车不会输给华为。”一个背景是,据投资界,今年3月,星纪魅族集团成立时,便已确立手机+XR+智能汽车业务路线。今年6月,极星汽车总部宣布极星与星纪魅族成立合资公司时,吉利控股集团董事长李书福拍着沈子瑜的肩膀,说:”现在你可以造车了。”于是,魅族与星纪时代合并后推出了专门适配车机系统的Flyme Auto,并搭载于领克08——上市54天销量超1.2万台。据称最新发布的FlymeLink还将搭载于领克06EM-P和领克09。不过,相较于华为而言,魅族在造车赛道上的话语权还是明显弱了一筹,这一点,从销量上也可看得出。值得一提的是,“华小魅”中真正下场造车的还是小米。 小米创始人雷军在公开演讲中表示,汽车战略的重要性不言而喻,他亲自负责造车业务,并称要“押上人生全部的声誉”。据媒体报道,小米首款汽车已于在亦庄工厂进入生产线验证的第五个阶段(PT5)。而小米目前已规划好了三款汽车,将陆续在未来三年内发布。而最近的消息是,继10月将“手机×AloT”升级为“人车家全生态”并发布全新操作系统“小米澎湃OS”后,11月15日,小米汽车在工信部公布的第377批《道路机动车辆生产企业及产品公告》新产品公示文件中亮相。按照小米的官方说法,小米汽车将于明年上半年量产,将搭载澎湃OS系统,与小米手机等其他智能产品形成一个生态。可以说,相较于“蔚小理”,目前“华小魅”仍属于新能源汽车赛道的初生牛犊,各有各的野心。铁打的战场,流水的新势力不可否认的是,新能源汽车的市场前景不容小觑。根据乘联会的预测,今年我国新能源乘用车的销量将达到850万辆,而狭义乘用车销量预计为2350万辆,年度新能源车渗透率有望达到36%。观察近期的市场运行状态,乘联会认为我国全年新能源汽车销量将超过去年。而根据中国汽车工业协会数据,1-11月,我国新能源汽车产销分别完成842.6万辆和830.4万辆,同比分别增长34.5%和36.7%,市场占有率达到30.8%。中汽协会数据尤其是根据历年趋势,12月的汽车销量通常高于11月,今年12月的汽车市场有望持续走强,甚至可能超过去年,创下新高。中国汽车流通协会预测,2023年全年国内乘用车零售量有望接近2200万辆,保守估计为2170万辆,同比有望实现5%的增长。在这一过程中,新能源汽车市场将成为年末市场增长的主要支撑力量。这一赛道形势向好,但铁打的战场,流水的新势力。12月刚开始,各家新能源车企便纷纷秀出了销量。新势力的头部依旧是“蔚小理”,理想再次破4万辆目标线;小鹏破2万辆,已连续两月超过蔚来排第二;蔚来1.59万辆,销量相比10月略有下滑。但正如上文所述,不容忽视的是,以“华小魅”为代表的新一代新势力正崭露头角,“蔚小理”显然也并非高枕无忧。举例来看,理想ONE曾是唯一一款6座中大型SUV,但现在华为和赛力斯加持的问界M7都是理想汽车的头号对手。可以预想的是,“躺着卖车”的时代已经过去,2024年两代新势力的竞争将更为明显,大浪淘沙后谁能率先上岸?让我们拭目以待。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2641,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3501104289505333","authorId":"3501104289505333","name":"股神小挠虎","avatar":"https://static.tigerbbs.com/d0829d4874f6c31d075ddf111ba172fb","crmLevel":5,"crmLevelSwitch":0,"idStr":"3501104289505333","authorIdStr":"3501104289505333"},"content":"极度?算个鸟","text":"极度?算个鸟","html":"极度?算个鸟"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":204625229934864,"gmtCreate":1690988736687,"gmtModify":1690990310255,"author":{"id":"3494370642687637","authorId":"3494370642687637","name":"sala001","avatar":"https://static.tigerbbs.com/39f4f51705fcf3a337ac5be0fecf9986","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3494370642687637","authorIdStr":"3494370642687637"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TLRY\">$Tilray Inc.(TLRY)$ </a>真TM奇葩,别人都跌你开始涨了","listText":"<a href=\"https://laohu8.com/S/TLRY\">$Tilray Inc.(TLRY)$ </a>真TM奇葩,别人都跌你开始涨了","text":"$Tilray Inc.(TLRY)$ 真TM奇葩,别人都跌你开始涨了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/204625229934864","isVote":1,"tweetType":1,"viewCount":1894,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3444732750101190","authorId":"3444732750101190","name":"行天下639800","avatar":"https://static.laohu8.com/7a9872d82227fdf805e09770cb2961a8","crmLevel":5,"crmLevelSwitch":1,"idStr":"3444732750101190","authorIdStr":"3444732750101190"},"content":"Tilray兼并了HEXO后开始大涨,少了个敌人","text":"Tilray兼并了HEXO后开始大涨,少了个敌人","html":"Tilray兼并了HEXO后开始大涨,少了个敌人"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":235123027632152,"gmtCreate":1698425076701,"gmtModify":1698425077724,"author":{"id":"3494370642687637","authorId":"3494370642687637","name":"sala001","avatar":"https://static.tigerbbs.com/39f4f51705fcf3a337ac5be0fecf9986","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3494370642687637","authorIdStr":"3494370642687637"},"themes":[],"htmlText":"<a 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放心大胆的做多,不要拿那些骗韭菜的几美金的妖股来比较,只能拿几年前特斯拉当时冲1000冲2000来比较,公司的的确确现在是超值的,所以即使回调也不会像妖股一样一泻千里","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/282065536487512","isVote":1,"tweetType":1,"viewCount":2580,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494370642687637","authorId":"3494370642687637","name":"sala001","avatar":"https://static.tigerbbs.com/39f4f51705fcf3a337ac5be0fecf9986","crmLevel":2,"crmLevelSwitch":1,"idStr":"3494370642687637","authorIdStr":"3494370642687637"},"content":"补充:回想一下,当时特斯拉冲击到2000后回调横盘在多少,有一泻千里吗,没有的!1800横盘了很久","text":"补充:回想一下,当时特斯拉冲击到2000后回调横盘在多少,有一泻千里吗,没有的!1800横盘了很久","html":"补充:回想一下,当时特斯拉冲击到2000后回调横盘在多少,有一泻千里吗,没有的!1800横盘了很久"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":916355069,"gmtCreate":1579246704851,"gmtModify":1704339414894,"author":{"id":"3494370642687637","authorId":"3494370642687637","name":"sala001","avatar":"https://static.tigerbbs.com/39f4f51705fcf3a337ac5be0fecf9986","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3494370642687637","authorIdStr":"3494370642687637"},"themes":[],"htmlText":"<a 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