韭黄韭黄的个人主页 - 老虎社区

韭黄韭黄

暂无个人介绍

IP属地：山东

25关注

1粉丝

0主题

0勋章

02-23

$腾讯控股(00700)$ 割肉走了！从此不再碰任何跟中国有关的股票

2023-12-22

茅台呢

@不高兴的小欣:$腾讯控股(00700)$ 不过话说回来，游戏公司市值这么高确实不符合国情，打压也没问题

2021-05-13

$高途(GOTU)$割了割了

2021-05-12

$高途(GOTU)$割肉吗？赔了30个点

2021-01-12

$Playtika Holding Corp.(PLTK)$！

2020-10-15

$蔚来(NIO)$电动车疯了，风来了猪都会飞

2020-10-15

$蔚来(NIO)$电动车真的是疯了

2020-10-15

$蔚来(NIO)$真的没有泡沫吗

2020-10-15

这大泡沫

抱歉，原内容已删除

2020-10-12

$蔚来(NIO)$和福特一样的市值了？

2020-09-15

$特斯拉(TSLA)$炒股的钱就是要觉得丢了才行

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3499137340906511","uuid":"3499137340906511","gmtCreate":1536043369167,"gmtModify":1536043369167,"name":"韭黄韭黄","pinyin":"jhjhjiuhuangjiuhuang","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.laohu8.com/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":1,"headSize":25,"tweetSize":11,"questionSize":0,"limitLevel":900,"accountStatus":4,"level":{"id":2,"name":"无畏虎","nameTw":"無畏虎","represent":"初生牛犊","factor":"发布3条非转发主帖,1条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.02.26","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"02aa7f16703b4ce4ace6f1a7665789cc-1","templateUuid":"02aa7f16703b4ce4ace6f1a7665789cc","name":"知识体验官","description":"观看学堂课程满5节","bigImgUrl":"https://static.tigerbbs.com/fb5ae275631fb96a92d475cdc85d2302","smallImgUrl":"https://static.tigerbbs.com/c2660a1935bd2105e97c9915619936c3","grayImgUrl":null,"redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.08.05","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":2006},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"35ec162348d5460f88c959321e554969-1","templateUuid":"35ec162348d5460f88c959321e554969","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"60.93%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":"山东","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":1,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":277033775423800,"gmtCreate":1708664442146,"gmtModify":1708664443122,"author":{"id":"3499137340906511","authorId":"3499137340906511","name":"韭黄韭黄","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499137340906511","authorIdStr":"3499137340906511"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$&nbsp;</a>割肉走了！从此不再碰任何跟中国有关的股票","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$&nbsp;</a>割肉走了！从此不再碰任何跟中国有关的股票","text":"$腾讯控股(00700)$ 割肉走了！从此不再碰任何跟中国有关的股票","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/277033775423800","isVote":1,"tweetType":1,"viewCount":2418,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":254847054160120,"gmtCreate":1703229602379,"gmtModify":1703229603851,"author":{"id":"3499137340906511","authorId":"3499137340906511","name":"韭黄韭黄","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499137340906511","authorIdStr":"3499137340906511"},"themes":[],"htmlText":"茅台呢","listText":"茅台呢","text":"茅台呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/254847054160120","repostId":"254827209179264","repostType":1,"repost":{"id":254827209179264,"gmtCreate":1703224646904,"gmtModify":1703227287904,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3471210355661451","authorIdStr":"3471210355661451"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$&nbsp;</a>不过话说回来，游戏公司市值这么高确实不符合国情，打压也没问题","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$&nbsp;</a>不过话说回来，游戏公司市值这么高确实不符合国情，打压也没问题","text":"$腾讯控股(00700)$ 不过话说回来，游戏公司市值这么高确实不符合国情，打压也没问题","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/254827209179264","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":640,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":198035822,"gmtCreate":1620913307066,"gmtModify":1620913307066,"author":{"id":"3499137340906511","authorId":"3499137340906511","name":"韭黄韭黄","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499137340906511","authorIdStr":"3499137340906511"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$</a>割了割了","listText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$</a>割了割了","text":"$高途(GOTU)$割了割了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/198035822","isVote":1,"tweetType":1,"viewCount":1258,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":191980855,"gmtCreate":1620833353477,"gmtModify":1620833353477,"author":{"id":"3499137340906511","authorId":"3499137340906511","name":"韭黄韭黄","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499137340906511","authorIdStr":"3499137340906511"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$</a>割肉吗？赔了30个点","listText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$</a>割肉吗？赔了30个点","text":"$高途(GOTU)$割肉吗？赔了30个点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/191980855","isVote":1,"tweetType":1,"viewCount":5138,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3548762119516417","authorId":"3548762119516417","name":"Qwertyuiop","avatar":"https://static.tigerbbs.com/4560573673e73207d6a3df2ad985ab16","crmLevel":3,"crmLevelSwitch":0,"idStr":"3548762119516417","authorIdStr":"3548762119516417"},"content":"长期持有吧","text":"长期持有吧","html":"长期持有吧"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":332784121,"gmtCreate":1610464067763,"gmtModify":1703744556174,"author":{"id":"3499137340906511","authorId":"3499137340906511","name":"韭黄韭黄","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499137340906511","authorIdStr":"3499137340906511"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTK\">$Playtika Holding Corp.(PLTK)$</a>！","listText":"<a href=\"https://laohu8.com/S/PLTK\">$Playtika Holding Corp.(PLTK)$</a>！","text":"$Playtika Holding Corp.(PLTK)$！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/332784121","isVote":1,"tweetType":1,"viewCount":323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":309738463,"gmtCreate":1602773054152,"gmtModify":1703827909008,"author":{"id":"3499137340906511","authorId":"3499137340906511","name":"韭黄韭黄","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499137340906511","authorIdStr":"3499137340906511"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>电动车疯了，风来了猪都会飞","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>电动车疯了，风来了猪都会飞","text":"$蔚来(NIO)$电动车疯了，风来了猪都会飞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/309738463","isVote":1,"tweetType":1,"viewCount":1511,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":309703697,"gmtCreate":1602771229219,"gmtModify":1703827877435,"author":{"id":"3499137340906511","authorId":"3499137340906511","name":"韭黄韭黄","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499137340906511","authorIdStr":"3499137340906511"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>电动车真的是疯了","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>电动车真的是疯了","text":"$蔚来(NIO)$电动车真的是疯了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/309703697","isVote":1,"tweetType":1,"viewCount":2586,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":309472409,"gmtCreate":1602770875401,"gmtModify":1703827869018,"author":{"id":"3499137340906511","authorId":"3499137340906511","name":"韭黄韭黄","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499137340906511","authorIdStr":"3499137340906511"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>真的没有泡沫吗","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>真的没有泡沫吗","text":"$蔚来(NIO)$真的没有泡沫吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/309472409","isVote":1,"tweetType":1,"viewCount":1009,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":309471730,"gmtCreate":1602770692120,"gmtModify":1703827864558,"author":{"id":"3499137340906511","authorId":"3499137340906511","name":"韭黄韭黄","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499137340906511","authorIdStr":"3499137340906511"},"themes":[],"htmlText":"这大泡沫","listText":"这大泡沫","text":"这大泡沫","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/309471730","repostId":"2075904643","repostType":4,"isVote":1,"tweetType":1,"viewCount":952,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":309045603,"gmtCreate":1602509977902,"gmtModify":1703826776188,"author":{"id":"3499137340906511","authorId":"3499137340906511","name":"韭黄韭黄","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499137340906511","authorIdStr":"3499137340906511"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>和福特一样的市值了？","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>和福特一样的市值了？","text":"$蔚来(NIO)$和福特一样的市值了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/309045603","isVote":1,"tweetType":1,"viewCount":1799,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":972151877,"gmtCreate":1600160953099,"gmtModify":1703820522906,"author":{"id":"3499137340906511","authorId":"3499137340906511","name":"韭黄韭黄","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499137340906511","authorIdStr":"3499137340906511"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>炒股的钱就是要觉得丢了才行","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>炒股的钱就是要觉得丢了才行","text":"$特斯拉(TSLA)$炒股的钱就是要觉得丢了才行","images":[{"img":"https://static.tigerbbs.com/eef97043e9e8bbe0d7903ca090a907f5","width":"828","height":"1792"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/972151877","isVote":1,"tweetType":1,"viewCount":1919,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":191980855,"gmtCreate":1620833353477,"gmtModify":1620833353477,"author":{"id":"3499137340906511","authorId":"3499137340906511","name":"韭黄韭黄","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3499137340906511","idStr":"3499137340906511"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$</a>割肉吗？赔了30个点","listText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$</a>割肉吗？赔了30个点","text":"$高途(GOTU)$割肉吗？赔了30个点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/191980855","isVote":1,"tweetType":1,"viewCount":5138,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3548762119516417","authorId":"3548762119516417","name":"Qwertyuiop","avatar":"https://static.tigerbbs.com/4560573673e73207d6a3df2ad985ab16","crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3548762119516417","idStr":"3548762119516417"},"content":"长期持有吧","text":"长期持有吧","html":"长期持有吧"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":972151877,"gmtCreate":1600160953099,"gmtModify":1703820522906,"author":{"id":"3499137340906511","authorId":"3499137340906511","name":"韭黄韭黄","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3499137340906511","idStr":"3499137340906511"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>炒股的钱就是要觉得丢了才行","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>炒股的钱就是要觉得丢了才行","text":"$特斯拉(TSLA)$炒股的钱就是要觉得丢了才行","images":[{"img":"https://static.tigerbbs.com/eef97043e9e8bbe0d7903ca090a907f5","width":"828","height":"1792"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/972151877","isVote":1,"tweetType":1,"viewCount":1919,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3527667803686145","idStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":309738463,"gmtCreate":1602773054152,"gmtModify":1703827909008,"author":{"id":"3499137340906511","authorId":"3499137340906511","name":"韭黄韭黄","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3499137340906511","idStr":"3499137340906511"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>电动车疯了，风来了猪都会飞","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>电动车疯了，风来了猪都会飞","text":"$蔚来(NIO)$电动车疯了，风来了猪都会飞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/309738463","isVote":1,"tweetType":1,"viewCount":1511,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":277033775423800,"gmtCreate":1708664442146,"gmtModify":1708664443122,"author":{"id":"3499137340906511","authorId":"3499137340906511","name":"韭黄韭黄","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3499137340906511","idStr":"3499137340906511"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$&nbsp;</a>割肉走了！从此不再碰任何跟中国有关的股票","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$&nbsp;</a>割肉走了！从此不再碰任何跟中国有关的股票","text":"$腾讯控股(00700)$ 割肉走了！从此不再碰任何跟中国有关的股票","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/277033775423800","isVote":1,"tweetType":1,"viewCount":2418,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":309472409,"gmtCreate":1602770875401,"gmtModify":1703827869018,"author":{"id":"3499137340906511","authorId":"3499137340906511","name":"韭黄韭黄","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3499137340906511","idStr":"3499137340906511"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>真的没有泡沫吗","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>真的没有泡沫吗","text":"$蔚来(NIO)$真的没有泡沫吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/309472409","isVote":1,"tweetType":1,"viewCount":1009,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":309703697,"gmtCreate":1602771229219,"gmtModify":1703827877435,"author":{"id":"3499137340906511","authorId":"3499137340906511","name":"韭黄韭黄","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3499137340906511","idStr":"3499137340906511"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>电动车真的是疯了","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>电动车真的是疯了","text":"$蔚来(NIO)$电动车真的是疯了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/309703697","isVote":1,"tweetType":1,"viewCount":2586,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":309471730,"gmtCreate":1602770692120,"gmtModify":1703827864558,"author":{"id":"3499137340906511","authorId":"3499137340906511","name":"韭黄韭黄","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3499137340906511","idStr":"3499137340906511"},"themes":[],"htmlText":"这大泡沫","listText":"这大泡沫","text":"这大泡沫","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/309471730","repostId":"2075904643","repostType":4,"repost":{"id":"2075904643","weMediaInfo":{"introduction":"中国最具影响力的财经新闻媒体《财经》携手道琼斯媒体集团，引入百年历史的《巴伦》（Barron's）独家内容，打造涵盖全球金融信息、市场动态、行业分析、公司研究及理财顾问评估的全球投资平台。","home_visible":1,"media_name":"巴伦周刊","id":"1063202233","head_image":"https://static.tigerbbs.com/dd0fd02e1b0644cdbe57505e702dacab"},"pubTimestamp":1602755366,"share":"https://www.laohu8.com/m/news/2075904643?lang=&edition=full","pubTime":"2020-10-15 17:49","market":"us","language":"zh","title":"是什么在推动中国电动车股逆市飙涨？","url":"https://stock-news.laohu8.com/highlight/detail?id=2075904643","media":"巴伦周刊","summary":"10月14日，在美上市的中国电动车制造商蔚来汽车飙涨22.57%，收于26.50美元。值得一提的是，蔚来在2019年10月份时，股价一度跌至1.19美元历史最低，该股在短短一年多时间里，股价已经飙涨超","content":"<p>10月14日，在美上市的中国电动车制造商<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车飙涨22.57%，收于26.50美元。值得一提的是，蔚来在2019年10月份时，股价一度跌至1.19美元历史最低，该股在短短一年多时间里，股价已经飙涨超过21倍，而且在分析师们看来还有上涨空间。</p>\n<p>当天<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>分析师赖以哲(Nick Lai)把该公司股票评级从“持有”上调至“买入”、同时把目标价从14美元大幅上调至40美元。40美元的目标价是蔚来过去一个月平均股价的两倍，也是该股在9月底获得德银“买入”评级之前股价的近两倍。</p>\n<p>目前蔚来的市值已经达到了361亿美元，超过<a href=\"https://laohu8.com/S/F\">福特汽车</a>、<a href=\"https://laohu8.com/S/RACE\">法拉利</a>等传统汽车制造商，同时也超过<a href=\"https://laohu8.com/S/600104\">上汽集团</a>市值，仅次于近日创下股价历史新高的<a href=\"https://laohu8.com/S/002594\">比亚迪</a>，成为中国第二大市值汽车股。</p>\n<p>另外两家在美上市的中国电动车公司<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>和<a href=\"https://laohu8.com/S/LI\">理想汽车</a>走势也不错，股价分别收于22.05美元和20.78美元，涨幅分别为12.27%和6.95%，市值分别为162亿美元和174亿美元。</p>\n<p>摩根大通的赖以哲对小鹏的评级也为“买入”，目标价为27美元。此前一天，<a href=\"https://laohu8.com/S/00665\">海通国际</a>分析师Ji Shi给予小鹏“买入”评级，目标价为25美元。中银国际证券分析师Lou Jia给予理想“买入”评级，目标价也是25美元。</p>\n<p>虽然三家中国电动车公司的估值都非常高，但显然没有令分析师们望而却步。17名跟踪分析蔚来的分析师里有9名的评级是“买入”，3名跟踪分析小鹏的分析师给出的评级都是“买入”，9名跟踪分析理想汽车的分析师里有7名的评级为“买入”。</p>\n<p>赖以哲在上调蔚来股票评级时表示，到2025年，中国电动车的普及率将是现在的四倍，这意味着在中国销售的所有新车中，大约20%会是电动车。这对所有电动车公司来说都是一个利好消息。</p>\n<p>押注中国电动车市场的未来</p>\n<p>《巴伦周刊》在此前的报道中曾指出，中国是全球最大的新车市场，也是最大的电动车市场。</p>\n<p>在中国经济从新冠疫情中逐步复苏之际，汽车市场、特别是新能源汽车市场也出现了回升势头。</p>\n<p>中国汽车工业协会的数据显示，9月份中国汽车总体产销分别为252.4万辆和256.5万辆，环比增长19.1%和17.4%，同比增长14.1%和12.8%。截至9月份，中国汽车产销已经连续6个月增长。9月份新能源汽车产销分别完成13.6万辆和13.8万辆，同比增长48%和67.7%，刷新9月新能源汽车产销量的历史纪录。</p>\n<p>在9月份召开的北京国际车展上，一些参展外国汽车制造商认为在中<a href=\"https://laohu8.com/S/600617\">国新能源</a>车市场正在逐渐从小众市场变成主流市场。</p>\n<p>蔚来、小鹏和理想目前都只在中国市场销售车辆。</p>\n<p>数据显示，9月份蔚来的交付量为4708辆，同比增长133.2%，并创下单月交付量新高；今年前三季度，该公司累计交付量为26375辆，超过去年全年水平。理想9月份的交付量为3504辆，第三季度交付8660辆，前三季度总计交付18160辆。小鹏9月份的交付量为3478辆，同比增长145%，第三季度交付量为8578辆，同比增长266%，创下季度交付量新高，前三季度共计交付14077辆，同比增长9.7%。</p>\n<p>《巴伦周刊》认为，中国这三大造车新势力获得美股投资者青睐的一个重要原因就是交付量。在中国电动车销量回升之际，投资中国电动车公司的人押注的是一个充满光明前景的未来。</p>\n<p>消费者接受度提升和政策支持</p>\n<p>全球领先消费者洞察与市场研究机构J.D. Power 9月份发布的2020中国新能源汽车体验研究显示，蔚来获得纯电动车市场新车质量第一名，美国电动车巨头<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>排名第二。在车型方面，蔚来ES6还获得中型纯电动细分市场的第一名。</p>\n<p>该机构研究发现，随着新能源汽车市场发展步入快车道，新能源汽车品牌间的质量差距也在逐渐拉大，国际品牌新能源汽车新车质量处于领先地位，自主新势力品牌和传统自主品牌新能源汽车新车质量有待提高。</p>\n<p>研究还发现，90后新能源汽车车主占比从2019年的24%上升至今年的37%。品牌接受度方面，新能源汽车消费者表示能接受任何新能源汽车品牌的比例为78%，高出传统能源汽车消费者6个百分点。</p>\n<p>10月9日中国召开的国务院常务会议通过了《新能源汽车产业发展规划》，明确了未来十五年（2021年-2035年）新能源汽车发展的方向。</p>\n<p>按照规划，到2025年，新能源汽车市场竞争力将明显提高，动力电池、驱动电力、车载操作系统等关键技术取得重大突破，新能源汽车新车销量占比达到25%左右，智能网联汽车新车销量占比达到30%，高度自动驾驶智能网联汽车实现限定区域和特定场景应用。</p>\n<p>电动车股今年整体表现火爆</p>\n<p>和传统汽车公司相比，蔚来、理想和小鹏的估值都很高。这三家公司目前还没有盈利，按2022年预期销售额计算的市销率分别为4.8倍、3.8倍和3.7倍。相比之下，传统汽车公司的市销率还不到1倍。</p>\n<p>已经实现盈利的特斯拉按2022年预期销售额计算的市销率超过7倍。而37名跟踪分析特斯拉的分析师里只有大约20%的分析师给予该股“买入”评级，《巴伦周刊》认为，这可能主要是因为一些分析师认为特斯拉的估值过高。</p>\n<p>但这一点并没有影响特斯拉的股价表现。截至周三，今年迄今为止该股已经累计上涨436%，远高于标普500指数和传统汽车公司的同期涨幅。</p>\n<p>蔚来今年的累计涨幅甚至超过了特斯拉，达到612%。截至周三，今年早些时候上市的理想和小鹏分别较各自的IPO价格上涨了81%和47%。</p>\n<p>整体而言，今年电动车股表现火爆，《巴伦周刊》跟踪研究的电动车股今年迄今整体涨幅超过了370%。</p>","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>是什么在推动中国电动车股逆市飙涨？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n是什么在推动中国电动车股逆市飙涨？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1063202233\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/dd0fd02e1b0644cdbe57505e702dacab);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">巴伦周刊 </p>\n<p class=\"h-time\">2020-10-15 17:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>10月14日，在美上市的中国电动车制造商<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车飙涨22.57%，收于26.50美元。值得一提的是，蔚来在2019年10月份时，股价一度跌至1.19美元历史最低，该股在短短一年多时间里，股价已经飙涨超过21倍，而且在分析师们看来还有上涨空间。</p>\n<p>当天<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>分析师赖以哲(Nick Lai)把该公司股票评级从“持有”上调至“买入”、同时把目标价从14美元大幅上调至40美元。40美元的目标价是蔚来过去一个月平均股价的两倍，也是该股在9月底获得德银“买入”评级之前股价的近两倍。</p>\n<p>目前蔚来的市值已经达到了361亿美元，超过<a href=\"https://laohu8.com/S/F\">福特汽车</a>、<a href=\"https://laohu8.com/S/RACE\">法拉利</a>等传统汽车制造商，同时也超过<a href=\"https://laohu8.com/S/600104\">上汽集团</a>市值，仅次于近日创下股价历史新高的<a href=\"https://laohu8.com/S/002594\">比亚迪</a>，成为中国第二大市值汽车股。</p>\n<p>另外两家在美上市的中国电动车公司<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>和<a href=\"https://laohu8.com/S/LI\">理想汽车</a>走势也不错，股价分别收于22.05美元和20.78美元，涨幅分别为12.27%和6.95%，市值分别为162亿美元和174亿美元。</p>\n<p>摩根大通的赖以哲对小鹏的评级也为“买入”，目标价为27美元。此前一天，<a href=\"https://laohu8.com/S/00665\">海通国际</a>分析师Ji Shi给予小鹏“买入”评级，目标价为25美元。中银国际证券分析师Lou Jia给予理想“买入”评级，目标价也是25美元。</p>\n<p>虽然三家中国电动车公司的估值都非常高，但显然没有令分析师们望而却步。17名跟踪分析蔚来的分析师里有9名的评级是“买入”，3名跟踪分析小鹏的分析师给出的评级都是“买入”，9名跟踪分析理想汽车的分析师里有7名的评级为“买入”。</p>\n<p>赖以哲在上调蔚来股票评级时表示，到2025年，中国电动车的普及率将是现在的四倍，这意味着在中国销售的所有新车中，大约20%会是电动车。这对所有电动车公司来说都是一个利好消息。</p>\n<p>押注中国电动车市场的未来</p>\n<p>《巴伦周刊》在此前的报道中曾指出，中国是全球最大的新车市场，也是最大的电动车市场。</p>\n<p>在中国经济从新冠疫情中逐步复苏之际，汽车市场、特别是新能源汽车市场也出现了回升势头。</p>\n<p>中国汽车工业协会的数据显示，9月份中国汽车总体产销分别为252.4万辆和256.5万辆，环比增长19.1%和17.4%，同比增长14.1%和12.8%。截至9月份，中国汽车产销已经连续6个月增长。9月份新能源汽车产销分别完成13.6万辆和13.8万辆，同比增长48%和67.7%，刷新9月新能源汽车产销量的历史纪录。</p>\n<p>在9月份召开的北京国际车展上，一些参展外国汽车制造商认为在中<a href=\"https://laohu8.com/S/600617\">国新能源</a>车市场正在逐渐从小众市场变成主流市场。</p>\n<p>蔚来、小鹏和理想目前都只在中国市场销售车辆。</p>\n<p>数据显示，9月份蔚来的交付量为4708辆，同比增长133.2%，并创下单月交付量新高；今年前三季度，该公司累计交付量为26375辆，超过去年全年水平。理想9月份的交付量为3504辆，第三季度交付8660辆，前三季度总计交付18160辆。小鹏9月份的交付量为3478辆，同比增长145%，第三季度交付量为8578辆，同比增长266%，创下季度交付量新高，前三季度共计交付14077辆，同比增长9.7%。</p>\n<p>《巴伦周刊》认为，中国这三大造车新势力获得美股投资者青睐的一个重要原因就是交付量。在中国电动车销量回升之际，投资中国电动车公司的人押注的是一个充满光明前景的未来。</p>\n<p>消费者接受度提升和政策支持</p>\n<p>全球领先消费者洞察与市场研究机构J.D. Power 9月份发布的2020中国新能源汽车体验研究显示，蔚来获得纯电动车市场新车质量第一名，美国电动车巨头<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>排名第二。在车型方面，蔚来ES6还获得中型纯电动细分市场的第一名。</p>\n<p>该机构研究发现，随着新能源汽车市场发展步入快车道，新能源汽车品牌间的质量差距也在逐渐拉大，国际品牌新能源汽车新车质量处于领先地位，自主新势力品牌和传统自主品牌新能源汽车新车质量有待提高。</p>\n<p>研究还发现，90后新能源汽车车主占比从2019年的24%上升至今年的37%。品牌接受度方面，新能源汽车消费者表示能接受任何新能源汽车品牌的比例为78%，高出传统能源汽车消费者6个百分点。</p>\n<p>10月9日中国召开的国务院常务会议通过了《新能源汽车产业发展规划》，明确了未来十五年（2021年-2035年）新能源汽车发展的方向。</p>\n<p>按照规划，到2025年，新能源汽车市场竞争力将明显提高，动力电池、驱动电力、车载操作系统等关键技术取得重大突破，新能源汽车新车销量占比达到25%左右，智能网联汽车新车销量占比达到30%，高度自动驾驶智能网联汽车实现限定区域和特定场景应用。</p>\n<p>电动车股今年整体表现火爆</p>\n<p>和传统汽车公司相比，蔚来、理想和小鹏的估值都很高。这三家公司目前还没有盈利，按2022年预期销售额计算的市销率分别为4.8倍、3.8倍和3.7倍。相比之下，传统汽车公司的市销率还不到1倍。</p>\n<p>已经实现盈利的特斯拉按2022年预期销售额计算的市销率超过7倍。而37名跟踪分析特斯拉的分析师里只有大约20%的分析师给予该股“买入”评级，《巴伦周刊》认为，这可能主要是因为一些分析师认为特斯拉的估值过高。</p>\n<p>但这一点并没有影响特斯拉的股价表现。截至周三，今年迄今为止该股已经累计上涨436%，远高于标普500指数和传统汽车公司的同期涨幅。</p>\n<p>蔚来今年的累计涨幅甚至超过了特斯拉，达到612%。截至周三，今年早些时候上市的理想和小鹏分别较各自的IPO价格上涨了81%和47%。</p>\n<p>整体而言，今年电动车股表现火爆，《巴伦周刊》跟踪研究的电动车股今年迄今整体涨幅超过了370%。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3380231cb191ca9bea37a0c70765537d","relate_stocks":{"NIO":"蔚来","XPEV":"小鹏汽车"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2075904643","content_text":"10月14日，在美上市的中国电动车制造商蔚来汽车飙涨22.57%，收于26.50美元。值得一提的是，蔚来在2019年10月份时，股价一度跌至1.19美元历史最低，该股在短短一年多时间里，股价已经飙涨超过21倍，而且在分析师们看来还有上涨空间。\n当天摩根大通分析师赖以哲(Nick Lai)把该公司股票评级从“持有”上调至“买入”、同时把目标价从14美元大幅上调至40美元。40美元的目标价是蔚来过去一个月平均股价的两倍，也是该股在9月底获得德银“买入”评级之前股价的近两倍。\n目前蔚来的市值已经达到了361亿美元，超过福特汽车、法拉利等传统汽车制造商，同时也超过上汽集团市值，仅次于近日创下股价历史新高的比亚迪，成为中国第二大市值汽车股。\n另外两家在美上市的中国电动车公司小鹏汽车和理想汽车走势也不错，股价分别收于22.05美元和20.78美元，涨幅分别为12.27%和6.95%，市值分别为162亿美元和174亿美元。\n摩根大通的赖以哲对小鹏的评级也为“买入”，目标价为27美元。此前一天，海通国际分析师Ji Shi给予小鹏“买入”评级，目标价为25美元。中银国际证券分析师Lou Jia给予理想“买入”评级，目标价也是25美元。\n虽然三家中国电动车公司的估值都非常高，但显然没有令分析师们望而却步。17名跟踪分析蔚来的分析师里有9名的评级是“买入”，3名跟踪分析小鹏的分析师给出的评级都是“买入”，9名跟踪分析理想汽车的分析师里有7名的评级为“买入”。\n赖以哲在上调蔚来股票评级时表示，到2025年，中国电动车的普及率将是现在的四倍，这意味着在中国销售的所有新车中，大约20%会是电动车。这对所有电动车公司来说都是一个利好消息。\n押注中国电动车市场的未来\n《巴伦周刊》在此前的报道中曾指出，中国是全球最大的新车市场，也是最大的电动车市场。\n在中国经济从新冠疫情中逐步复苏之际，汽车市场、特别是新能源汽车市场也出现了回升势头。\n中国汽车工业协会的数据显示，9月份中国汽车总体产销分别为252.4万辆和256.5万辆，环比增长19.1%和17.4%，同比增长14.1%和12.8%。截至9月份，中国汽车产销已经连续6个月增长。9月份新能源汽车产销分别完成13.6万辆和13.8万辆，同比增长48%和67.7%，刷新9月新能源汽车产销量的历史纪录。\n在9月份召开的北京国际车展上，一些参展外国汽车制造商认为在中国新能源车市场正在逐渐从小众市场变成主流市场。\n蔚来、小鹏和理想目前都只在中国市场销售车辆。\n数据显示，9月份蔚来的交付量为4708辆，同比增长133.2%，并创下单月交付量新高；今年前三季度，该公司累计交付量为26375辆，超过去年全年水平。理想9月份的交付量为3504辆，第三季度交付8660辆，前三季度总计交付18160辆。小鹏9月份的交付量为3478辆，同比增长145%，第三季度交付量为8578辆，同比增长266%，创下季度交付量新高，前三季度共计交付14077辆，同比增长9.7%。\n《巴伦周刊》认为，中国这三大造车新势力获得美股投资者青睐的一个重要原因就是交付量。在中国电动车销量回升之际，投资中国电动车公司的人押注的是一个充满光明前景的未来。\n消费者接受度提升和政策支持\n全球领先消费者洞察与市场研究机构J.D. Power 9月份发布的2020中国新能源汽车体验研究显示，蔚来获得纯电动车市场新车质量第一名，美国电动车巨头特斯拉排名第二。在车型方面，蔚来ES6还获得中型纯电动细分市场的第一名。\n该机构研究发现，随着新能源汽车市场发展步入快车道，新能源汽车品牌间的质量差距也在逐渐拉大，国际品牌新能源汽车新车质量处于领先地位，自主新势力品牌和传统自主品牌新能源汽车新车质量有待提高。\n研究还发现，90后新能源汽车车主占比从2019年的24%上升至今年的37%。品牌接受度方面，新能源汽车消费者表示能接受任何新能源汽车品牌的比例为78%，高出传统能源汽车消费者6个百分点。\n10月9日中国召开的国务院常务会议通过了《新能源汽车产业发展规划》，明确了未来十五年（2021年-2035年）新能源汽车发展的方向。\n按照规划，到2025年，新能源汽车市场竞争力将明显提高，动力电池、驱动电力、车载操作系统等关键技术取得重大突破，新能源汽车新车销量占比达到25%左右，智能网联汽车新车销量占比达到30%，高度自动驾驶智能网联汽车实现限定区域和特定场景应用。\n电动车股今年整体表现火爆\n和传统汽车公司相比，蔚来、理想和小鹏的估值都很高。这三家公司目前还没有盈利，按2022年预期销售额计算的市销率分别为4.8倍、3.8倍和3.7倍。相比之下，传统汽车公司的市销率还不到1倍。\n已经实现盈利的特斯拉按2022年预期销售额计算的市销率超过7倍。而37名跟踪分析特斯拉的分析师里只有大约20%的分析师给予该股“买入”评级，《巴伦周刊》认为，这可能主要是因为一些分析师认为特斯拉的估值过高。\n但这一点并没有影响特斯拉的股价表现。截至周三，今年迄今为止该股已经累计上涨436%，远高于标普500指数和传统汽车公司的同期涨幅。\n蔚来今年的累计涨幅甚至超过了特斯拉，达到612%。截至周三，今年早些时候上市的理想和小鹏分别较各自的IPO价格上涨了81%和47%。\n整体而言，今年电动车股表现火爆，《巴伦周刊》跟踪研究的电动车股今年迄今整体涨幅超过了370%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":952,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":309045603,"gmtCreate":1602509977902,"gmtModify":1703826776188,"author":{"id":"3499137340906511","authorId":"3499137340906511","name":"韭黄韭黄","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3499137340906511","idStr":"3499137340906511"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>和福特一样的市值了？","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>和福特一样的市值了？","text":"$蔚来(NIO)$和福特一样的市值了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/309045603","isVote":1,"tweetType":1,"viewCount":1799,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":198035822,"gmtCreate":1620913307066,"gmtModify":1620913307066,"author":{"id":"3499137340906511","authorId":"3499137340906511","name":"韭黄韭黄","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3499137340906511","idStr":"3499137340906511"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$</a>割了割了","listText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$</a>割了割了","text":"$高途(GOTU)$割了割了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/198035822","isVote":1,"tweetType":1,"viewCount":1258,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":254847054160120,"gmtCreate":1703229602379,"gmtModify":1703229603851,"author":{"id":"3499137340906511","authorId":"3499137340906511","name":"韭黄韭黄","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3499137340906511","idStr":"3499137340906511"},"themes":[],"htmlText":"茅台呢","listText":"茅台呢","text":"茅台呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/254847054160120","repostId":"254827209179264","repostType":1,"repost":{"id":254827209179264,"gmtCreate":1703224646904,"gmtModify":1703227287904,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3471210355661451","idStr":"3471210355661451"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$&nbsp;</a>不过话说回来，游戏公司市值这么高确实不符合国情，打压也没问题","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$&nbsp;</a>不过话说回来，游戏公司市值这么高确实不符合国情，打压也没问题","text":"$腾讯控股(00700)$ 不过话说回来，游戏公司市值这么高确实不符合国情，打压也没问题","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/254827209179264","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":640,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":332784121,"gmtCreate":1610464067763,"gmtModify":1703744556174,"author":{"id":"3499137340906511","authorId":"3499137340906511","name":"韭黄韭黄","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3499137340906511","idStr":"3499137340906511"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTK\">$Playtika Holding Corp.(PLTK)$</a>！","listText":"<a href=\"https://laohu8.com/S/PLTK\">$Playtika Holding Corp.(PLTK)$</a>！","text":"$Playtika Holding Corp.(PLTK)$！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/332784121","isVote":1,"tweetType":1,"viewCount":323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}