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01-29

$腾讯控股(00700)$ 跑啊朋友们快跑

2020-10-14

这篇文章不错，转发给大家看看

@nomi:参加蔚来线下聚会，我发现了这几个重点

2020-03-27

$希伯伦科技(HEBT)$冲啊！

2019-03-20

$老虎证券(TIGR)$ 不要紧张！慢慢等待开盘[得意]

去老虎APP查看更多动态

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target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>昨天在武汉nio house参加斌哥面对面，大家信不信看自己。 简要概括今天斌哥面对面讲得要点 1.九月份蔚来把产能提高到了5000，但是还是供不应求 2.提升工厂产能很容易，但是供应链还达不到要求 3.现在销售和需求都很强 4.国庆节打破了多项记录 5.目前的订单情况比他们今年预测的最乐观的情况还要好 6.现在蔚来用的电池是宁德时代的第一大客户，占了20%的产能。 7.现在在供应商那里有了议价权。供应商愿意给账期，第二第三季度现金流健康毛利和现金流都转正了，现在亏得是前期投入的分摊成本 8.今年股价上涨也帮助蔚来在美元市场融到了二十几亿美元。 9.合肥政府的投资给予了市场信心，其实合肥政府的资金到账是六月份，那时候蔚来已经不缺现金了。现在现金储备丰富。 10.蔚来是世界上唯二三电全部自主研发的车企，另一个是特斯拉。 11.今年nio day推出第二代平台的第一个产品。第二代平台会明显优于特斯拉这一代平台。 12.在海南的新能源汽车大会上，很多车企都在讨论换电模式，并且表示了高度的认可。 13.蔚来最困难的时间是去年的第四季度，在腾讯的那比2亿美元的投资之后找不到别的投资了。但是那个季度良好的销售获得了二十几亿的现金流渡过难关 现在面对的主要压力 1. 服务压力。今年九月份保有量增加4700辆车，保有量增加了9%但是今年疫情之后员工减少，很难维持高质量服务 2. 研发压力。现在的车趋近于终极产品。现在的电动车行业仿佛进入了03年到08年之间智能手机行业的阶段。几年之后才能知道像苹果手机一样的终极产品长什么样子。今年的重心在研发。 （转）","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>昨天在武汉nio house参加斌哥面对面，大家信不信看自己。 简要概括今天斌哥面对面讲得要点 1.九月份蔚来把产能提高到了5000，但是还是供不应求 2.提升工厂产能很容易，但是供应链还达不到要求 3.现在销售和需求都很强 4.国庆节打破了多项记录 5.目前的订单情况比他们今年预测的最乐观的情况还要好 6.现在蔚来用的电池是宁德时代的第一大客户，占了20%的产能。 7.现在在供应商那里有了议价权。供应商愿意给账期，第二第三季度现金流健康毛利和现金流都转正了，现在亏得是前期投入的分摊成本 8.今年股价上涨也帮助蔚来在美元市场融到了二十几亿美元。 9.合肥政府的投资给予了市场信心，其实合肥政府的资金到账是六月份，那时候蔚来已经不缺现金了。现在现金储备丰富。 10.蔚来是世界上唯二三电全部自主研发的车企，另一个是特斯拉。 11.今年nio day推出第二代平台的第一个产品。第二代平台会明显优于特斯拉这一代平台。 12.在海南的新能源汽车大会上，很多车企都在讨论换电模式，并且表示了高度的认可。 13.蔚来最困难的时间是去年的第四季度，在腾讯的那比2亿美元的投资之后找不到别的投资了。但是那个季度良好的销售获得了二十几亿的现金流渡过难关 现在面对的主要压力 1. 服务压力。今年九月份保有量增加4700辆车，保有量增加了9%但是今年疫情之后员工减少，很难维持高质量服务 2. 研发压力。现在的车趋近于终极产品。现在的电动车行业仿佛进入了03年到08年之间智能手机行业的阶段。几年之后才能知道像苹果手机一样的终极产品长什么样子。今年的重心在研发。 （转）","text":"$蔚来(NIO)$昨天在武汉nio house参加斌哥面对面，大家信不信看自己。 简要概括今天斌哥面对面讲得要点 1.九月份蔚来把产能提高到了5000，但是还是供不应求 2.提升工厂产能很容易，但是供应链还达不到要求 3.现在销售和需求都很强 4.国庆节打破了多项记录 5.目前的订单情况比他们今年预测的最乐观的情况还要好 6.现在蔚来用的电池是宁德时代的第一大客户，占了20%的产能。 7.现在在供应商那里有了议价权。供应商愿意给账期，第二第三季度现金流健康毛利和现金流都转正了，现在亏得是前期投入的分摊成本 8.今年股价上涨也帮助蔚来在美元市场融到了二十几亿美元。 9.合肥政府的投资给予了市场信心，其实合肥政府的资金到账是六月份，那时候蔚来已经不缺现金了。现在现金储备丰富。 10.蔚来是世界上唯二三电全部自主研发的车企，另一个是特斯拉。 11.今年nio day推出第二代平台的第一个产品。第二代平台会明显优于特斯拉这一代平台。 12.在海南的新能源汽车大会上，很多车企都在讨论换电模式，并且表示了高度的认可。 13.蔚来最困难的时间是去年的第四季度，在腾讯的那比2亿美元的投资之后找不到别的投资了。但是那个季度良好的销售获得了二十几亿的现金流渡过难关 现在面对的主要压力 1. 服务压力。今年九月份保有量增加4700辆车，保有量增加了9%但是今年疫情之后员工减少，很难维持高质量服务 2. 研发压力。现在的车趋近于终极产品。现在的电动车行业仿佛进入了03年到08年之间智能手机行业的阶段。几年之后才能知道像苹果手机一样的终极产品长什么样子。今年的重心在研发。 （转）","images":[{"img":"https://static.tigerbbs.com/ac97b114db52200126d217c9e944efd1","width":"2048","height":"1536"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/309359614","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}