+关注
朕成功
暂无个人介绍
IP属地：四川
37
关注
1
粉丝
0
主题
0
勋章
主贴
热门
朕成功
08-01
$ARM Holdings Ltd(ARM)$
朕成功
07-01
这篇文章不错，转发给大家看看
汽车行业点评报告：特斯拉股价跟踪：乐观者开始左侧买入 关注Q2交付
朕成功
05-23
$美国超微公司(AMD)$
朕成功
01-19
$能链智电(NAAS)$
骗子公司要玩完了！
朕成功
2023-09-25
这篇文章不错，转发给大家看看
抱歉，原内容已删除
朕成功
2020-05-21
，
抱歉，原内容已删除
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3505265196222286","uuid":"3505265196222286","gmtCreate":1542262765648,"gmtModify":1606531334591,"name":"朕成功","pinyin":"zcgzhenchenggong","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/f2e313a3ce46941527c566e2b0ac974f","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":1,"headSize":37,"tweetSize":6,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":13,"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":"2024.05.08","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.22","exceedPercentage":"93.19%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"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":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.08%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":8,"crmLevelSwitch":1,"location":"四川","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":333791484641288,"gmtCreate":1722525001425,"gmtModify":1722525002805,"author":{"id":"3505265196222286","authorId":"3505265196222286","name":"朕成功","avatar":"https://static.tigerbbs.com/f2e313a3ce46941527c566e2b0ac974f","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3505265196222286","authorIdStr":"3505265196222286"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ARM\">$ARM Holdings Ltd(ARM)$ </a> ","listText":"<a href=\"https://laohu8.com/S/ARM\">$ARM Holdings Ltd(ARM)$ </a> ","text":"$ARM Holdings Ltd(ARM)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/333791484641288","isVote":1,"tweetType":1,"viewCount":236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":322826658873432,"gmtCreate":1719824108685,"gmtModify":1719824110044,"author":{"id":"3505265196222286","authorId":"3505265196222286","name":"朕成功","avatar":"https://static.tigerbbs.com/f2e313a3ce46941527c566e2b0ac974f","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3505265196222286","authorIdStr":"3505265196222286"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/322826658873432","repostId":"2448959493","repostType":2,"repost":{"id":"2448959493","kind":"news","pubTimestamp":1719813052,"share":"https://www.laohu8.com/m/news/2448959493?lang=&edition=full","pubTime":"2024-07-01 13:50","market":"us","language":"zh","title":"汽车行业点评报告：特斯拉股价跟踪：乐观者开始左侧买入 关注Q2交付","url":"https://stock-news.laohu8.com/highlight/detail?id=2448959493","media":"招商证券股份有...","summary":"事件：特斯拉股价近日走强，6 月26 日上涨4.8%，6 月28 日盘中突破200 美元，收于197.9 美元，为24 年3 月以来的高点，市值来到6311 亿美元。分析：6 月26 日，媒体报道特斯拉考虑放弃自产4680 电池，转而向外部供应商采购。同时，近日报道称LG 计划于8 月在韩国乌昌工厂开始生产4680，成为全球首家大规模量产4680 的供应商。2）公司预计将于7 月2 日披露Q2 交付数据，预期疲软。风险提示：Q2 交付不及预期；Q2 业绩承压；机器人及FSD 进展不及预期。","content":"<html><body><article><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>近期股价走强，为24 年3 月以来高点，我们更新近况，分享最新思考。</p><p>事件：</p><p>特斯拉股价近日走强，6 月26 日上涨4.8%，6 月28 日盘中突破200 美元，收于197.9 美元，为24 年3 月以来的高点，市值来到6311 亿美元。</p><p>分析：</p><p>6 月26 日，媒体报道特斯拉考虑放弃自产4680 电池，转而向外部供应商采购。同时，近日报道称LG 计划于8 月在韩国乌昌工厂开始生产4680，成为全球首家大规模量产4680 的供应商。（LG 早在今年2 月就透露过这个消息，此后未发布任何更新）</p><p>点评：</p><p>1）从此前媒体报道特斯拉考虑放弃Model Q 底板的一次成型（改为三段式），到传闻放弃自产4680，均反映特斯拉转向更加务实的技术路线，以保障车型量产。此前股东大会披露Cybertruck 周产1300 辆，爬坡缓慢。</p><p>2）公司预计将于7 月2 日披露Q2 交付数据，预期疲软。Marklines 口径显示4-5 月特斯拉全球交付同比-8.9%，其中美国和欧洲均录得较大幅度下滑，中国内销增长。目前分析师预期Q2 交付42 万~43.6 万辆左右，同比-9.9%~-6.5%（23Q2 交付46.6 万辆）。</p><p>3）关注Model 3 & Y 改款进展，或许可以帮助市场跳过今年而展望明年。关注供应链发包情况。</p><p>4）技术面，3 月至今股价走出了类似<span>头肩底</span>的形态，接下来的关键<span>阻力位</span>在205 美元；再往上则被长期下行<a href=\"https://laohu8.com/S/42T.SI\">趋势线</a>压制，阻力位在230 美元附近。资金面，表现出Mag7 的内部轮动和高切低的意味。</p><p>5）我们认为，核心在于市场已经交易出了底部，投资者对今年疲软的基本面日渐包容，逐步展望明年；尤其在马斯克薪酬方案落地后，下行风险可控，有信仰的投资者开始左侧买入，并且不惧怕潜在的Q2 利空。</p><p>6）上行路径仍不清晰。潜在催化剂包括：4680 产量突破（无论自产还是外供）；Model 3 & Y 改款进展；FSD 入华、版本更新、渗透率突破、对外授权；8 月发布Robotaxi；AI Day 其他利好。</p><p>7）当前彭博一致预期，2024-25E Non-GAAP <span>净利润</span>82.7 亿/113.2 亿美元，同比-24%/+36.9%，对应76.3x/55.8x 2024-25E P/E。</p><p>风险提示：Q2 交付不及预期；Q2 业绩承压；<a href=\"https://laohu8.com/S/300024\">机器人</a>及FSD 进展不及预期。</p></article></body></html>","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 name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>汽车行业点评报告：特斯拉股价跟踪：乐观者开始左侧买入 关注Q2交付</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汽车行业点评报告：特斯拉股价跟踪：乐观者开始左侧买入 关注Q2交付\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-01 13:50 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202407011350559eea73f1&s=b><strong>招商证券股份有...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉近期股价走强，为24 年3 月以来高点，我们更新近况，分享最新思考。事件：特斯拉股价近日走强，6 月26 日上涨4.8%，6 月28 日盘中突破200 美元，收于197.9 美元，为24 年3 月以来的高点，市值来到6311 亿美元。分析：6 月26 日，媒体报道特斯拉考虑放弃自产4680 电池，转而向外部供应商采购。同时，近日报道称LG 计划于8 月在韩国乌昌工厂开始生产4680，成为全球...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202407011350559eea73f1&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4527":"明星科技股","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2063271972.USD":"富兰克林创新领域基金","BK4588":"碎股","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0823414478.USD":"法巴经典能源转换基金","BK4574":"无人驾驶","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","SG9999015978.USD":"利安颠覆性创新基金A","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4581":"高盛持仓","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4511":"特斯拉概念","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4548":"巴美列捷福持仓","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4592":"伊斯兰概念","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0823411888.USD":"法巴消费创新基金 Cap","BK4585":"ETF&股票定投概念","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4555":"新能源车","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","TSLA":"特斯拉","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202407011350559eea73f1&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2448959493","content_text":"特斯拉近期股价走强，为24 年3 月以来高点，我们更新近况，分享最新思考。事件：特斯拉股价近日走强，6 月26 日上涨4.8%，6 月28 日盘中突破200 美元，收于197.9 美元，为24 年3 月以来的高点，市值来到6311 亿美元。分析：6 月26 日，媒体报道特斯拉考虑放弃自产4680 电池，转而向外部供应商采购。同时，近日报道称LG 计划于8 月在韩国乌昌工厂开始生产4680，成为全球首家大规模量产4680 的供应商。（LG 早在今年2 月就透露过这个消息，此后未发布任何更新）点评：1）从此前媒体报道特斯拉考虑放弃Model Q 底板的一次成型（改为三段式），到传闻放弃自产4680，均反映特斯拉转向更加务实的技术路线，以保障车型量产。此前股东大会披露Cybertruck 周产1300 辆，爬坡缓慢。2）公司预计将于7 月2 日披露Q2 交付数据，预期疲软。Marklines 口径显示4-5 月特斯拉全球交付同比-8.9%，其中美国和欧洲均录得较大幅度下滑，中国内销增长。目前分析师预期Q2 交付42 万~43.6 万辆左右，同比-9.9%~-6.5%（23Q2 交付46.6 万辆）。3）关注Model 3 & Y 改款进展，或许可以帮助市场跳过今年而展望明年。关注供应链发包情况。4）技术面，3 月至今股价走出了类似头肩底的形态，接下来的关键阻力位在205 美元；再往上则被长期下行趋势线压制，阻力位在230 美元附近。资金面，表现出Mag7 的内部轮动和高切低的意味。5）我们认为，核心在于市场已经交易出了底部，投资者对今年疲软的基本面日渐包容，逐步展望明年；尤其在马斯克薪酬方案落地后，下行风险可控，有信仰的投资者开始左侧买入，并且不惧怕潜在的Q2 利空。6）上行路径仍不清晰。潜在催化剂包括：4680 产量突破（无论自产还是外供）；Model 3 & Y 改款进展；FSD 入华、版本更新、渗透率突破、对外授权；8 月发布Robotaxi；AI Day 其他利好。7）当前彭博一致预期，2024-25E Non-GAAP 净利润82.7 亿/113.2 亿美元，同比-24%/+36.9%，对应76.3x/55.8x 2024-25E P/E。风险提示：Q2 交付不及预期；Q2 业绩承压；机器人及FSD 进展不及预期。","news_type":1},"isVote":1,"tweetType":1,"viewCount":444,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":309051915776000,"gmtCreate":1716479971928,"gmtModify":1716480001231,"author":{"id":"3505265196222286","authorId":"3505265196222286","name":"朕成功","avatar":"https://static.tigerbbs.com/f2e313a3ce46941527c566e2b0ac974f","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3505265196222286","authorIdStr":"3505265196222286"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a><v-v data-views=\"0\"></v-v>","text":"$美国超微公司(AMD)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/309051915776000","isVote":1,"tweetType":1,"viewCount":181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":264827165061424,"gmtCreate":1705677464607,"gmtModify":1705677492501,"author":{"id":"3505265196222286","authorId":"3505265196222286","name":"朕成功","avatar":"https://static.tigerbbs.com/f2e313a3ce46941527c566e2b0ac974f","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3505265196222286","authorIdStr":"3505265196222286"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NAAS\">$能链智电(NAAS)$ </a>骗子公司要玩完了！","listText":"<a href=\"https://laohu8.com/S/NAAS\">$能链智电(NAAS)$ </a>骗子公司要玩完了！","text":"$能链智电(NAAS)$ 骗子公司要玩完了！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/264827165061424","isVote":1,"tweetType":1,"viewCount":1723,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":223913934106760,"gmtCreate":1695641715051,"gmtModify":1695645813647,"author":{"id":"3505265196222286","authorId":"3505265196222286","name":"朕成功","avatar":"https://static.tigerbbs.com/f2e313a3ce46941527c566e2b0ac974f","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3505265196222286","authorIdStr":"3505265196222286"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/223913934106760","repostId":"2370266137","repostType":2,"isVote":1,"tweetType":1,"viewCount":558,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":953081126,"gmtCreate":1590061347165,"gmtModify":1704191668951,"author":{"id":"3505265196222286","authorId":"3505265196222286","name":"朕成功","avatar":"https://static.tigerbbs.com/f2e313a3ce46941527c566e2b0ac974f","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3505265196222286","authorIdStr":"3505265196222286"},"themes":[],"htmlText":"，","listText":"，","text":"，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/953081126","repostId":"2037106586","repostType":2,"isVote":1,"tweetType":1,"viewCount":1256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":333791484641288,"gmtCreate":1722525001425,"gmtModify":1722525002805,"author":{"id":"3505265196222286","authorId":"3505265196222286","name":"朕成功","avatar":"https://static.tigerbbs.com/f2e313a3ce46941527c566e2b0ac974f","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3505265196222286","idStr":"3505265196222286"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ARM\">$ARM Holdings Ltd(ARM)$ </a> ","listText":"<a href=\"https://laohu8.com/S/ARM\">$ARM Holdings Ltd(ARM)$ </a> ","text":"$ARM Holdings Ltd(ARM)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/333791484641288","isVote":1,"tweetType":1,"viewCount":236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":322826658873432,"gmtCreate":1719824108685,"gmtModify":1719824110044,"author":{"id":"3505265196222286","authorId":"3505265196222286","name":"朕成功","avatar":"https://static.tigerbbs.com/f2e313a3ce46941527c566e2b0ac974f","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3505265196222286","idStr":"3505265196222286"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/322826658873432","repostId":"2448959493","repostType":2,"repost":{"id":"2448959493","kind":"news","pubTimestamp":1719813052,"share":"https://www.laohu8.com/m/news/2448959493?lang=&edition=full","pubTime":"2024-07-01 13:50","market":"us","language":"zh","title":"汽车行业点评报告：特斯拉股价跟踪：乐观者开始左侧买入 关注Q2交付","url":"https://stock-news.laohu8.com/highlight/detail?id=2448959493","media":"招商证券股份有...","summary":"事件：特斯拉股价近日走强，6 月26 日上涨4.8%，6 月28 日盘中突破200 美元，收于197.9 美元，为24 年3 月以来的高点，市值来到6311 亿美元。分析：6 月26 日，媒体报道特斯拉考虑放弃自产4680 电池，转而向外部供应商采购。同时，近日报道称LG 计划于8 月在韩国乌昌工厂开始生产4680，成为全球首家大规模量产4680 的供应商。2）公司预计将于7 月2 日披露Q2 交付数据，预期疲软。风险提示：Q2 交付不及预期；Q2 业绩承压；机器人及FSD 进展不及预期。","content":"<html><body><article><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>近期股价走强，为24 年3 月以来高点，我们更新近况，分享最新思考。</p><p>事件：</p><p>特斯拉股价近日走强，6 月26 日上涨4.8%，6 月28 日盘中突破200 美元，收于197.9 美元，为24 年3 月以来的高点，市值来到6311 亿美元。</p><p>分析：</p><p>6 月26 日，媒体报道特斯拉考虑放弃自产4680 电池，转而向外部供应商采购。同时，近日报道称LG 计划于8 月在韩国乌昌工厂开始生产4680，成为全球首家大规模量产4680 的供应商。（LG 早在今年2 月就透露过这个消息，此后未发布任何更新）</p><p>点评：</p><p>1）从此前媒体报道特斯拉考虑放弃Model Q 底板的一次成型（改为三段式），到传闻放弃自产4680，均反映特斯拉转向更加务实的技术路线，以保障车型量产。此前股东大会披露Cybertruck 周产1300 辆，爬坡缓慢。</p><p>2）公司预计将于7 月2 日披露Q2 交付数据，预期疲软。Marklines 口径显示4-5 月特斯拉全球交付同比-8.9%，其中美国和欧洲均录得较大幅度下滑，中国内销增长。目前分析师预期Q2 交付42 万~43.6 万辆左右，同比-9.9%~-6.5%（23Q2 交付46.6 万辆）。</p><p>3）关注Model 3 & Y 改款进展，或许可以帮助市场跳过今年而展望明年。关注供应链发包情况。</p><p>4）技术面，3 月至今股价走出了类似<span>头肩底</span>的形态，接下来的关键<span>阻力位</span>在205 美元；再往上则被长期下行<a href=\"https://laohu8.com/S/42T.SI\">趋势线</a>压制，阻力位在230 美元附近。资金面，表现出Mag7 的内部轮动和高切低的意味。</p><p>5）我们认为，核心在于市场已经交易出了底部，投资者对今年疲软的基本面日渐包容，逐步展望明年；尤其在马斯克薪酬方案落地后，下行风险可控，有信仰的投资者开始左侧买入，并且不惧怕潜在的Q2 利空。</p><p>6）上行路径仍不清晰。潜在催化剂包括：4680 产量突破（无论自产还是外供）；Model 3 & Y 改款进展；FSD 入华、版本更新、渗透率突破、对外授权；8 月发布Robotaxi；AI Day 其他利好。</p><p>7）当前彭博一致预期，2024-25E Non-GAAP <span>净利润</span>82.7 亿/113.2 亿美元，同比-24%/+36.9%，对应76.3x/55.8x 2024-25E P/E。</p><p>风险提示：Q2 交付不及预期；Q2 业绩承压；<a href=\"https://laohu8.com/S/300024\">机器人</a>及FSD 进展不及预期。</p></article></body></html>","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 name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>汽车行业点评报告：特斯拉股价跟踪：乐观者开始左侧买入 关注Q2交付</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汽车行业点评报告：特斯拉股价跟踪：乐观者开始左侧买入 关注Q2交付\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-01 13:50 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202407011350559eea73f1&s=b><strong>招商证券股份有...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉近期股价走强，为24 年3 月以来高点，我们更新近况，分享最新思考。事件：特斯拉股价近日走强，6 月26 日上涨4.8%，6 月28 日盘中突破200 美元，收于197.9 美元，为24 年3 月以来的高点，市值来到6311 亿美元。分析：6 月26 日，媒体报道特斯拉考虑放弃自产4680 电池，转而向外部供应商采购。同时，近日报道称LG 计划于8 月在韩国乌昌工厂开始生产4680，成为全球...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202407011350559eea73f1&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4527":"明星科技股","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2063271972.USD":"富兰克林创新领域基金","BK4588":"碎股","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0823414478.USD":"法巴经典能源转换基金","BK4574":"无人驾驶","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","SG9999015978.USD":"利安颠覆性创新基金A","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4581":"高盛持仓","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4511":"特斯拉概念","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4548":"巴美列捷福持仓","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4592":"伊斯兰概念","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0823411888.USD":"法巴消费创新基金 Cap","BK4585":"ETF&股票定投概念","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4555":"新能源车","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","TSLA":"特斯拉","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202407011350559eea73f1&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2448959493","content_text":"特斯拉近期股价走强，为24 年3 月以来高点，我们更新近况，分享最新思考。事件：特斯拉股价近日走强，6 月26 日上涨4.8%，6 月28 日盘中突破200 美元，收于197.9 美元，为24 年3 月以来的高点，市值来到6311 亿美元。分析：6 月26 日，媒体报道特斯拉考虑放弃自产4680 电池，转而向外部供应商采购。同时，近日报道称LG 计划于8 月在韩国乌昌工厂开始生产4680，成为全球首家大规模量产4680 的供应商。（LG 早在今年2 月就透露过这个消息，此后未发布任何更新）点评：1）从此前媒体报道特斯拉考虑放弃Model Q 底板的一次成型（改为三段式），到传闻放弃自产4680，均反映特斯拉转向更加务实的技术路线，以保障车型量产。此前股东大会披露Cybertruck 周产1300 辆，爬坡缓慢。2）公司预计将于7 月2 日披露Q2 交付数据，预期疲软。Marklines 口径显示4-5 月特斯拉全球交付同比-8.9%，其中美国和欧洲均录得较大幅度下滑，中国内销增长。目前分析师预期Q2 交付42 万~43.6 万辆左右，同比-9.9%~-6.5%（23Q2 交付46.6 万辆）。3）关注Model 3 & Y 改款进展，或许可以帮助市场跳过今年而展望明年。关注供应链发包情况。4）技术面，3 月至今股价走出了类似头肩底的形态，接下来的关键阻力位在205 美元；再往上则被长期下行趋势线压制，阻力位在230 美元附近。资金面，表现出Mag7 的内部轮动和高切低的意味。5）我们认为，核心在于市场已经交易出了底部，投资者对今年疲软的基本面日渐包容，逐步展望明年；尤其在马斯克薪酬方案落地后，下行风险可控，有信仰的投资者开始左侧买入，并且不惧怕潜在的Q2 利空。6）上行路径仍不清晰。潜在催化剂包括：4680 产量突破（无论自产还是外供）；Model 3 & Y 改款进展；FSD 入华、版本更新、渗透率突破、对外授权；8 月发布Robotaxi；AI Day 其他利好。7）当前彭博一致预期，2024-25E Non-GAAP 净利润82.7 亿/113.2 亿美元，同比-24%/+36.9%，对应76.3x/55.8x 2024-25E P/E。风险提示：Q2 交付不及预期；Q2 业绩承压；机器人及FSD 进展不及预期。","news_type":1},"isVote":1,"tweetType":1,"viewCount":444,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":309051915776000,"gmtCreate":1716479971928,"gmtModify":1716480001231,"author":{"id":"3505265196222286","authorId":"3505265196222286","name":"朕成功","avatar":"https://static.tigerbbs.com/f2e313a3ce46941527c566e2b0ac974f","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3505265196222286","idStr":"3505265196222286"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a><v-v data-views=\"0\"></v-v>","text":"$美国超微公司(AMD)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/309051915776000","isVote":1,"tweetType":1,"viewCount":181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":264827165061424,"gmtCreate":1705677464607,"gmtModify":1705677492501,"author":{"id":"3505265196222286","authorId":"3505265196222286","name":"朕成功","avatar":"https://static.tigerbbs.com/f2e313a3ce46941527c566e2b0ac974f","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3505265196222286","idStr":"3505265196222286"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NAAS\">$能链智电(NAAS)$ </a>骗子公司要玩完了！","listText":"<a href=\"https://laohu8.com/S/NAAS\">$能链智电(NAAS)$ </a>骗子公司要玩完了！","text":"$能链智电(NAAS)$ 骗子公司要玩完了！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/264827165061424","isVote":1,"tweetType":1,"viewCount":1723,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":223913934106760,"gmtCreate":1695641715051,"gmtModify":1695645813647,"author":{"id":"3505265196222286","authorId":"3505265196222286","name":"朕成功","avatar":"https://static.tigerbbs.com/f2e313a3ce46941527c566e2b0ac974f","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3505265196222286","idStr":"3505265196222286"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/223913934106760","repostId":"2370266137","repostType":2,"repost":{"id":"2370266137","kind":"news","pubTimestamp":1695640200,"share":"https://www.laohu8.com/m/news/2370266137?lang=&edition=full","pubTime":"2023-09-25 19:10","market":"sh","language":"zh","title":"蔚来汽车考虑通过投资者筹资30亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2370266137","media":"环球市场播报","summary":"查看最新行情\n\n\n\n 北京时间9月25日晚间消息，知情人士透露，蔚来在考虑通过投资者筹集约30亿美元资金。\n 知情人士称，蔚来接洽了中东投资者，最早可能在明年进行融资。目前仍在谈判中，细节可能会有变动。知情人士还表示，蔚来不一定会推进融资。\n\n现在送您60元福利红包，直接提现不套路~~~快来参与活动吧！\n\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：刘明亮","content":"<html><body><div>\n<div>\n<div>\n<div>\n<img src=\"http://image.sinajs.cn/n/us/min/640x360xxfhd/NIO.png\"/>\n</div>\n<div>\n查看最新行情\n</div>\n</div>\n</div>\n<p> 北京时间9月25日晚间消息，知情人士透露，<span><a href=\"https://laohu8.com/S/NIO\">蔚来</a></span><span></span>在考虑通过投资者筹集约30亿美元资金。</p>\n<p> 知情人士称，<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>接洽了中东投资者，最早可能在明年进行融资。目前仍在谈判中，细节可能会有变动。知情人士还表示，蔚来不一定会推进融资。</p>\n<div>\n<span>现在送您60元福利红包，直接提现不套路~~~快来参与活动吧！</span>\n<img src=\"\"/>\n</div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：刘明亮 </p>\n</div></body></html>","source":"sina","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>蔚来汽车考虑通过投资者筹资30亿美元</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蔚来汽车考虑通过投资者筹资30亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-25 19:10 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2023-09-25/doc-imznxqta8839618.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>查看最新行情\n\n\n\n 北京时间9月25日晚间消息，知情人士透露，蔚来在考虑通过投资者筹集约30亿美元资金。\n 知情人士称，蔚来接洽了中东投资者，最早可能在明年进行融资。目前仍在谈判中，细节可能会有变动。知情人士还表示，蔚来不一定会推进融资。\n\n现在送您60元福利红包，直接提现不套路~~~快来参与活动吧！\n\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：刘明亮</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2023-09-25/doc-imznxqta8839618.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1119":"汽车制造商","BK4526":"热门中概股","BK4588":"碎股","NIO":"蔚来","BK4574":"无人驾驶","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","09866":"蔚来-SW","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4555":"新能源车","BK4509":"腾讯概念","BK1588":"回港中概股","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","NIO.SI":"蔚来"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2023-09-25/doc-imznxqta8839618.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2370266137","content_text":"查看最新行情\n\n\n\n 北京时间9月25日晚间消息，知情人士透露，蔚来在考虑通过投资者筹集约30亿美元资金。\n 知情人士称，蔚来接洽了中东投资者，最早可能在明年进行融资。目前仍在谈判中，细节可能会有变动。知情人士还表示，蔚来不一定会推进融资。\n\n现在送您60元福利红包，直接提现不套路~~~快来参与活动吧！\n\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：刘明亮","news_type":1},"isVote":1,"tweetType":1,"viewCount":558,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":953081126,"gmtCreate":1590061347165,"gmtModify":1704191668951,"author":{"id":"3505265196222286","authorId":"3505265196222286","name":"朕成功","avatar":"https://static.tigerbbs.com/f2e313a3ce46941527c566e2b0ac974f","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3505265196222286","idStr":"3505265196222286"},"themes":[],"htmlText":"，","listText":"，","text":"，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/953081126","repostId":"2037106586","repostType":2,"repost":{"id":"2037106586","kind":"highlight","pubTimestamp":1590050322,"share":"https://www.laohu8.com/m/news/2037106586?lang=&edition=full","pubTime":"2020-05-21 16:38","market":"us","language":"zh","title":"外汇欧盘：避险情绪提振美元走强 经济数据未见复苏迹象","url":"https://stock-news.laohu8.com/highlight/detail?id=2037106586","media":"英为财情","summary":"英为财情Investing.com - 周四欧市早盘，因美联储悲观言论打击了投资者情绪，以及亚洲公布的数据显示复苏仍未到来，美元走强。\n日韩出口未见复苏迹象，今日关注美国初请失业金人数\n周四早些时候，","content":"<html><body><p>英为财情Investing.com - 周四欧市早盘，因美联储悲观言论打击了投资者情绪，以及亚洲公布的数据显示复苏仍未到来，美元走强。</p>\n\n<h2><strong>日韩出口未见复苏迹象，今日关注美国初请失业金人数</strong></h2>\n\n<p>周四早些时候，全球贸易风向标韩国公布的数据显示，韩国5月出口可能连续第二个月下降超20%。与此同时，日本4月商品出口也下降了超20%，该国采购经理人指数(PMI)也显示，5月制造业活动进一步收缩。</p>\n\n<p>此外，根据美联储周三公布的会议纪要，决策者表示，短期内公共卫生危机将“严重打击经济增长，并对中期前景构成重大下行风险。”</p>\n\n<p>虽然多国开始重启经济，市场情绪重燃，但美联储的悲观言论叠加令人失望的经济数据抑制了风险偏好，导致买家再度购买美元，作为避险资产。</p>\n\n<p>日内，投资者焦点将转向北京时间20:30(美国东部时间上午8:30)公布的美国初请失业金人数。分析师预计人数将比上周的约300万小幅下降至240万，但企业仍在被迫裁员。</p>\n\n<p>截至撰稿时，衡量美元兑六种贸易加权主要货币走势的美元指数期货涨0.18%，报99.312。欧元/美元跌0.07%，报1.0969；美元/日元涨0.19%，报107.72。</p>\n\n<h2><strong>英镑走弱，</strong><strong>CPI</strong><strong>创</strong><strong>4</strong><strong>年新低</strong></h2>\n\n<p>英国方面，由于英国与欧盟的脱欧谈判进展不顺，叠加受卫生危机影响，未来英国经济增速将会放缓，以及英国可能实施负利率，英镑走弱。</p>\n\n<p>英国财政大臣苏纳克(Rishi Sunak)本周早些时候警告，英国面临“前所未有的严重经济衰退。”</p>\n\n<p>周三公布的数据显示，英国4月CPI降至0.8%，为2016年8月以来的最低水平。</p>\n\n<p>法国<a href=\"https://laohu8.com/S/601166\">兴业银行</a>宏观策略师基特•朱克斯(Kit Juckes)表示：“(这些数据)再度点燃了负利率的传言。”</p>\n\n<p>截至撰稿时，英镑/美元跌0.19%，报1.2216。</p>\n\n<h2><strong>土耳其和南非央行将公布利率决议</strong></h2>\n\n<p>新兴市场方面，土耳其和南非的央行都将周四晚些时候举行货币政策会议，外界预计两国央行将再次降息。</p>\n\n<p>分析人士预计，南非将把利率从4.25%的再下调50个基点，土耳其央行将把8.75%的回购利率再下调50至100个基点。</p>\n\n<p>截至撰稿时， 美元/土耳其里拉涨0.02%，报6.7889；美元/南非兰特跌0.02%，报17.9156 。</p>\n\n<p>与此同时，在岸人民币兑美元汇率跌0.09%，报7.0993；离岸人民币兑美元汇率跌0.11%，报7.1092。英镑兑人民币汇率跌0.15%，报8.6682。</p>\n\n<p>【本文来自英为财情Investing.com，阅读更多请登录cn.investing.com或下载英为财情 App】</p>\n<p><strong>推荐阅读</strong></p>\n<p>脱欧过渡期已将近过半，三轮谈判后仍缺乏进展</p>\n<p>港股收盘：恒指跌约0.5%，生物科技股跳水，康希诺生物一度大跌近20%</p>\n<p>英国廉航<a href=\"https://laohu8.com/S/EZJ.UK\">易捷航空</a>将于6月15日恢复航班</p>\n<p>周三暴跌36%后，瑞幸早期大空头仍未停止做空该股</p>\n<p>剑桥大学：最极端情形下，全球经济可能损失82万亿美元</p>\n<p>编译：刘川</p></body></html>","source":"investing_news","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>外汇欧盘：避险情绪提振美元走强 经济数据未见复苏迹象</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外汇欧盘：避险情绪提振美元走强 经济数据未见复苏迹象\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-05-21 16:38 北京时间 <a href=https://cn.investing.com/news/forex-news/article-1942812><strong>英为财情</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英为财情Investing.com - 周四欧市早盘，因美联储悲观言论打击了投资者情绪，以及亚洲公布的数据显示复苏仍未到来，美元走强。\n日韩出口未见复苏迹象，今日关注美国初请失业金人数\n周四早些时候，全球贸易风向标韩国公布的数据显示，韩国5月出口可能连续第二个月下降超20%。与此同时，日本4月商品出口也下降了超20%，该国采购经理人指数(PMI)也显示，5月制造业活动进一步收缩。\n此外，根据美联储...</p>\n\n<a href=\"https://cn.investing.com/news/forex-news/article-1942812\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3cfac405d9968bb68cea6d74e9f4c711","relate_stocks":{"161125":"标普500","513500":"标普500ETF","DXD":"道指两倍做空ETF","DDM":"道指两倍做多ETF","SH":"标普500反向ETF","IVV":"标普500指数ETF","PSQ":"纳指反向ETF","QLD":"纳指两倍做多ETF","DOG":"道指反向ETF","TQQQ":"纳指三倍做多ETF","SSO":"两倍做多标普500ETF","SPXU":"三倍做空标普500ETF","UDOW":"道指三倍做多ETF-ProShares","FXB":"英镑ETF-CurrencyShares",".DJI":"道琼斯","QQQ":"纳指100ETF",".IXIC":"NASDAQ Composite","CYB":"人民币ETF-WisdomTree Dreyfus","SQQQ":"纳指三倍做空ETF","SDOW":"道指三倍做空ETF-ProShares","SPY":"标普500ETF","SDS":"两倍做空标普500ETF","QID":"纳指两倍做空ETF"},"source_url":"https://cn.investing.com/news/forex-news/article-1942812","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2037106586","content_text":"英为财情Investing.com - 周四欧市早盘，因美联储悲观言论打击了投资者情绪，以及亚洲公布的数据显示复苏仍未到来，美元走强。\n日韩出口未见复苏迹象，今日关注美国初请失业金人数\n周四早些时候，全球贸易风向标韩国公布的数据显示，韩国5月出口可能连续第二个月下降超20%。与此同时，日本4月商品出口也下降了超20%，该国采购经理人指数(PMI)也显示，5月制造业活动进一步收缩。\n此外，根据美联储周三公布的会议纪要，决策者表示，短期内公共卫生危机将“严重打击经济增长，并对中期前景构成重大下行风险。”\n虽然多国开始重启经济，市场情绪重燃，但美联储的悲观言论叠加令人失望的经济数据抑制了风险偏好，导致买家再度购买美元，作为避险资产。\n日内，投资者焦点将转向北京时间20:30(美国东部时间上午8:30)公布的美国初请失业金人数。分析师预计人数将比上周的约300万小幅下降至240万，但企业仍在被迫裁员。\n截至撰稿时，衡量美元兑六种贸易加权主要货币走势的美元指数期货涨0.18%，报99.312。欧元/美元跌0.07%，报1.0969；美元/日元涨0.19%，报107.72。\n英镑走弱，CPI创4年新低\n英国方面，由于英国与欧盟的脱欧谈判进展不顺，叠加受卫生危机影响，未来英国经济增速将会放缓，以及英国可能实施负利率，英镑走弱。\n英国财政大臣苏纳克(Rishi Sunak)本周早些时候警告，英国面临“前所未有的严重经济衰退。”\n周三公布的数据显示，英国4月CPI降至0.8%，为2016年8月以来的最低水平。\n法国兴业银行宏观策略师基特•朱克斯(Kit Juckes)表示：“(这些数据)再度点燃了负利率的传言。”\n截至撰稿时，英镑/美元跌0.19%，报1.2216。\n土耳其和南非央行将公布利率决议\n新兴市场方面，土耳其和南非的央行都将周四晚些时候举行货币政策会议，外界预计两国央行将再次降息。\n分析人士预计，南非将把利率从4.25%的再下调50个基点，土耳其央行将把8.75%的回购利率再下调50至100个基点。\n截至撰稿时， 美元/土耳其里拉涨0.02%，报6.7889；美元/南非兰特跌0.02%，报17.9156 。\n与此同时，在岸人民币兑美元汇率跌0.09%，报7.0993；离岸人民币兑美元汇率跌0.11%，报7.1092。英镑兑人民币汇率跌0.15%，报8.6682。\n【本文来自英为财情Investing.com，阅读更多请登录cn.investing.com或下载英为财情 App】\n推荐阅读\n脱欧过渡期已将近过半，三轮谈判后仍缺乏进展\n港股收盘：恒指跌约0.5%，生物科技股跳水，康希诺生物一度大跌近20%\n英国廉航易捷航空将于6月15日恢复航班\n周三暴跌36%后，瑞幸早期大空头仍未停止做空该股\n剑桥大学：最极端情形下，全球经济可能损失82万亿美元\n编译：刘川","news_type":1},"isVote":1,"tweetType":1,"viewCount":1256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
