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特斯拉粉丝1987
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特斯拉粉丝1987
2022-04-18
把卫星打掉
谷歌地图开放俄罗斯所有战略要地的高像素卫星图像
特斯拉粉丝1987
2022-03-15
特斯拉牛逼
一图看懂 | 特斯拉市值≈中国互联网五巨头之和
特斯拉粉丝1987
2022-02-15
分析师赶紧去精神病院报道
分析师:全自动驾驶功能前所未有的重要 不是很看好特斯拉
特斯拉粉丝1987
2023-06-23
是不是不得不all in
张勇All in阿里云,他的故事才刚刚开始
特斯拉粉丝1987
2023-04-02
打嘴炮你第一
蔚来李斌:特斯拉是光板车 我们不会参与他们的价格战
特斯拉粉丝1987
2023-03-31
嘴炮
羡慕!理想汽车CEO评比亚迪:整车成本管理优于特斯拉
特斯拉粉丝1987
2023-02-21
想不通比亚迪有什么好吹的。。。外行热闹,内行看门道!
特斯拉外强中干,比亚迪闷声发财?
特斯拉粉丝1987
2023-02-03
牛逼
开年“狂飙” 特斯拉1月狂销6.6万辆
特斯拉粉丝1987
2022-10-20
必须可以啊,过比亚迪?是对手嘛
特斯拉还想超苹果?先过比亚迪吧
特斯拉粉丝1987
2022-10-12
嘴巴比谁都硬
李斌:跳舞我比马斯克好,蔚来实现盈利的时间会比特斯拉短
特斯拉粉丝1987
2022-07-27
唉
通用:2025年北美电动汽车产能100万辆
特斯拉粉丝1987
2022-07-19
装逼不打草稿
抱歉,原内容已删除
特斯拉粉丝1987
2022-05-12
有担当
抱歉,原内容已删除
特斯拉粉丝1987
2022-05-11
这才是真正的管理者
抱歉,原内容已删除
特斯拉粉丝1987
2022-05-09
别刷存在感了,tesla没把你们当回事
抱歉,原内容已删除
特斯拉粉丝1987
2022-04-18
这个我喜欢
因看好自动驾驶出租车业务 ARK基金将特斯拉2026年目标价上调至4600美元
特斯拉粉丝1987
2022-03-21
3系不行吧
30万油电大战:极氪、福特电马、特斯拉团战3系
特斯拉粉丝1987
2022-03-14
哈哈马总加油
大众CEO再次称赞马斯克:特斯拉是先驱者
特斯拉粉丝1987
2021-12-09
我们都相信
TSLA Stock Price Prediction: Why (and When) One Analyst Sees Tesla Soaring to $1,580
去老虎APP查看更多动态
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15:47","market":"us","language":"zh","title":"通用汽车(GM):本世纪中期在美电动车销量将超过特斯拉(TSLA)","url":"https://stock-news.laohu8.com/highlight/detail?id=2252194822","media":"凤凰网港股","summary":"当地时间周一,通用汽车首席执行官Marry Barra在接受采访时表示,到本世纪中期,通用汽车在美国的电动车销量将超过特斯拉,成为全球电动车销售的领导者。2021年,通用汽车在美国仅售出2.5万辆电动汽车,而特斯拉在美国市场的销量据推测大约在35万辆左右,两者销量比为1:14。至于高端市场,Barra认为,通用汽车可以用价格更高的特种车辆来冲击特斯拉的市场份额,并在高端电动汽车上以价格优势打败特斯拉。","content":"<html><body><p>当地时间周一,<a href=\"https://laohu8.com/S/GM\">通用汽车</a>(GM)首席执行官Marry Barra在接受采访时表示,到本世纪中期,通用汽车在美国的电动车销量将超过<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA),成为全球电动车销售的领导者。2021年,通用汽车在美国仅售出2.5万辆电动汽车,而特斯拉在美国市场的销量据推测大约在35万辆左右,两者销量比为1:14。Barra对此表示,想要真正达到30%、40%、50%的电动车销量占比,必须吸引心理价位在3-3.5万美元之间的汽车消费者,而目前特斯拉的电动车最低价格在4.8万美元左右。这位CEO表示将把产品的核心价格定在3万至3万5千美元,深耕中低价位市场。为了赶超特斯拉的目标尽快实现,通用汽车需要稳定的零部件供应,包括电池,还需要解决潜在买家对充电的担忧。针对前一个问题,Barra表示:“我们也在与一组选定的战略公司合作,我们会有更好的控制和稳定的供应。”至于高端市场,Barra认为,通用汽车可以用价格更高的特种车辆来冲击特斯拉的市场份额,并在高端电动汽车上以价格优势打败特斯拉。</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>通用汽车(GM):本世纪中期在美电动车销量将超过特斯拉(TSLA)</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{ 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{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通用汽车(GM):本世纪中期在美电动车销量将超过特斯拉(TSLA)\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1002821290\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/b6fb647077f1ce46dc341fc35c26e817);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">凤凰网港股 </p>\n<p class=\"h-time\">2022-07-19 15:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>当地时间周一,<a href=\"https://laohu8.com/S/GM\">通用汽车</a>(GM)首席执行官Marry Barra在接受采访时表示,到本世纪中期,通用汽车在美国的电动车销量将超过<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA),成为全球电动车销售的领导者。2021年,通用汽车在美国仅售出2.5万辆电动汽车,而特斯拉在美国市场的销量据推测大约在35万辆左右,两者销量比为1:14。Barra对此表示,想要真正达到30%、40%、50%的电动车销量占比,必须吸引心理价位在3-3.5万美元之间的汽车消费者,而目前特斯拉的电动车最低价格在4.8万美元左右。这位CEO表示将把产品的核心价格定在3万至3万5千美元,深耕中低价位市场。为了赶超特斯拉的目标尽快实现,通用汽车需要稳定的零部件供应,包括电池,还需要解决潜在买家对充电的担忧。针对前一个问题,Barra表示:“我们也在与一组选定的战略公司合作,我们会有更好的控制和稳定的供应。”至于高端市场,Barra认为,通用汽车可以用价格更高的特种车辆来冲击特斯拉的市场份额,并在高端电动汽车上以价格优势打败特斯拉。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4022":"陆运","BK4099":"汽车制造商","BK4559":"巴菲特持仓","BK4561":"索罗斯持仓","BK4534":"瑞士信贷持仓","BK4527":"明星科技股","GM":"通用汽车","BK4548":"巴美列捷福持仓","BK4555":"新能源车","BK4550":"红杉资本持仓","BK4511":"特斯拉概念","BK4581":"高盛持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","HTZ":"赫兹租车","TSLA":"特斯拉","BK4551":"寇图资本持仓","BK4574":"无人驾驶"},"source_url":"http://hknews.szfuit.com/newRssInfo/feed?original_id=5b94567e017c6a9164c0c164d3e2a472","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2252194822","content_text":"当地时间周一,通用汽车(GM)首席执行官Marry Barra在接受采访时表示,到本世纪中期,通用汽车在美国的电动车销量将超过特斯拉(TSLA),成为全球电动车销售的领导者。2021年,通用汽车在美国仅售出2.5万辆电动汽车,而特斯拉在美国市场的销量据推测大约在35万辆左右,两者销量比为1:14。Barra对此表示,想要真正达到30%、40%、50%的电动车销量占比,必须吸引心理价位在3-3.5万美元之间的汽车消费者,而目前特斯拉的电动车最低价格在4.8万美元左右。这位CEO表示将把产品的核心价格定在3万至3万5千美元,深耕中低价位市场。为了赶超特斯拉的目标尽快实现,通用汽车需要稳定的零部件供应,包括电池,还需要解决潜在买家对充电的担忧。针对前一个问题,Barra表示:“我们也在与一组选定的战略公司合作,我们会有更好的控制和稳定的供应。”至于高端市场,Barra认为,通用汽车可以用价格更高的特种车辆来冲击特斯拉的市场份额,并在高端电动汽车上以价格优势打败特斯拉。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":612236394,"gmtCreate":1652349948818,"gmtModify":1652349948818,"author":{"id":"3513812381524731","authorId":"3513812381524731","name":"特斯拉粉丝1987","avatar":"https://static.tigerbbs.com/25ef04119d28cd3b48989e43fdba2107","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3513812381524731","idStr":"3513812381524731"},"themes":[],"htmlText":"有担当","listText":"有担当","text":"有担当","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612236394","repostId":"1127524769","repostType":4,"repost":{"id":"1127524769","kind":"news","pubTimestamp":1652349079,"share":"https://www.laohu8.com/m/news/1127524769?lang=&edition=full","pubTime":"2022-05-12 17:51","market":"us","language":"zh","title":"钉钉被曝裁员30%?相关人士:整体调整比例不到10%","url":"https://stock-news.laohu8.com/highlight/detail?id=1127524769","media":"新浪科技","summary":"可能为阿里集团今年为止裁员比例最高的BU.","content":"<html><head></head><body><p>5月12日下午消息,今日网络上有消息称,钉钉裁员开始,按员工口径比例达到30%。钉钉官方对此未予置评。</p><p>网络上流传的消息称,钉钉裁员开始,按员工口径比例达到30%,可能为阿里集团今年为止裁员比例最高的BU,一些部门内部鼓励离职,主动提离职也有N+1补偿,休息日仍然有员工被约谈。</p><p>针对此消息,钉钉官方未予置评。</p><p>据接近钉钉人士透露,内部确实有组织优化动作,但与社交平台上所曝的比例悬殊很大。此次并非大幅裁员,而是公司例行的财年绩效考核汰换与业务调整赶到一起,整体调整比例不到10%。</p></body></html>","source":"sina_tech","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>钉钉被曝裁员30%?相关人士:整体调整比例不到10%</title>\n<style 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}\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钉钉被曝裁员30%?相关人士:整体调整比例不到10%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-12 17:51 北京时间 <a href=https://finance.sina.com.cn/tech/2022-05-12/doc-imcwiwst7041303.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5月12日下午消息,今日网络上有消息称,钉钉裁员开始,按员工口径比例达到30%。钉钉官方对此未予置评。网络上流传的消息称,钉钉裁员开始,按员工口径比例达到30%,可能为阿里集团今年为止裁员比例最高的BU,一些部门内部鼓励离职,主动提离职也有N+1补偿,休息日仍然有员工被约谈。针对此消息,钉钉官方未予置评。据接近钉钉人士透露,内部确实有组织优化动作,但与社交平台上所曝的比例悬殊很大。此次并非大幅裁员...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/2022-05-12/doc-imcwiwst7041303.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7e0ba93b24351f10bef96ed47ee93e6b","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://finance.sina.com.cn/tech/2022-05-12/doc-imcwiwst7041303.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127524769","content_text":"5月12日下午消息,今日网络上有消息称,钉钉裁员开始,按员工口径比例达到30%。钉钉官方对此未予置评。网络上流传的消息称,钉钉裁员开始,按员工口径比例达到30%,可能为阿里集团今年为止裁员比例最高的BU,一些部门内部鼓励离职,主动提离职也有N+1补偿,休息日仍然有员工被约谈。针对此消息,钉钉官方未予置评。据接近钉钉人士透露,内部确实有组织优化动作,但与社交平台上所曝的比例悬殊很大。此次并非大幅裁员,而是公司例行的财年绩效考核汰换与业务调整赶到一起,整体调整比例不到10%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1740,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":612866081,"gmtCreate":1652271756643,"gmtModify":1652271756643,"author":{"id":"3513812381524731","authorId":"3513812381524731","name":"特斯拉粉丝1987","avatar":"https://static.tigerbbs.com/25ef04119d28cd3b48989e43fdba2107","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3513812381524731","idStr":"3513812381524731"},"themes":[],"htmlText":"这才是真正的管理者","listText":"这才是真正的管理者","text":"这才是真正的管理者","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612866081","repostId":"2234660166","repostType":2,"repost":{"id":"2234660166","kind":"news","pubTimestamp":1652253327,"share":"https://www.laohu8.com/m/news/2234660166?lang=&edition=full","pubTime":"2022-05-11 15:15","market":"hk","language":"zh","title":"特斯拉中国的知情人士:大中华区总裁朱晓彤从3月28日开始一直住在上海超级工厂里","url":"https://stock-news.laohu8.com/highlight/detail?id=2234660166","media":"市场资讯","summary":"一位来自特斯拉中国的知情人士表示,特斯拉(TSLA.O)大中华区总裁朱晓彤从3月28日开始一直住在上海超级工厂里,负责监督和保障工厂的运营。 【来自金十数据】","content":"<html><body><p>一位来自<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>中国的知情人士表示,特斯拉(TSLA.O)大中华区总裁朱晓彤从3月28日开始一直住在上海超级工厂里,负责监督和保障工厂的运营。 【来自金十数据】</p>\n<div>\n<img src=\"http://n.sinaimg.cn/default/2fb77759/20151125/320X320.png\"/>\n</div>\n</body></html>","source":"sina_tech","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>特斯拉中国的知情人士:大中华区总裁朱晓彤从3月28日开始一直住在上海超级工厂里</title>\n<style 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}\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特斯拉中国的知情人士:大中华区总裁朱晓彤从3月28日开始一直住在上海超级工厂里\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-11 15:15 北京时间 <a href=https://tech.sina.cn/it/2022-05-11/detail-imcwiwst6808240.d.html?vt=4><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>一位来自特斯拉中国的知情人士表示,特斯拉(TSLA.O)大中华区总裁朱晓彤从3月28日开始一直住在上海超级工厂里,负责监督和保障工厂的运营。 【来自金十数据】</p>\n\n<a href=\"https://tech.sina.cn/it/2022-05-11/detail-imcwiwst6808240.d.html?vt=4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://k.sinaimg.cn/n/tech/transform/667/w400h267/20220511/21a4-fe7e21d96e8e278ffea1d49478a7a2b1.jpg/w120h90l50t143f.jpg","relate_stocks":{"BK4534":"瑞士信贷持仓","BK4581":"高盛持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","BK4555":"新能源车","BK4511":"特斯拉概念","BK4099":"汽车制造商","TSLA":"特斯拉","BK4574":"无人驾驶","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","BK4527":"明星科技股"},"source_url":"https://tech.sina.cn/it/2022-05-11/detail-imcwiwst6808240.d.html?vt=4","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2234660166","content_text":"一位来自特斯拉中国的知情人士表示,特斯拉(TSLA.O)大中华区总裁朱晓彤从3月28日开始一直住在上海超级工厂里,负责监督和保障工厂的运营。 【来自金十数据】","news_type":1},"isVote":1,"tweetType":1,"viewCount":888,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":612066525,"gmtCreate":1652087199667,"gmtModify":1652087199667,"author":{"id":"3513812381524731","authorId":"3513812381524731","name":"特斯拉粉丝1987","avatar":"https://static.tigerbbs.com/25ef04119d28cd3b48989e43fdba2107","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3513812381524731","idStr":"3513812381524731"},"themes":[],"htmlText":"别刷存在感了,tesla没把你们当回事","listText":"别刷存在感了,tesla没把你们当回事","text":"别刷存在感了,tesla没把你们当回事","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612066525","repostId":"2233348006","repostType":2,"repost":{"id":"2233348006","kind":"news","pubTimestamp":1651894620,"share":"https://www.laohu8.com/m/news/2233348006?lang=&edition=full","pubTime":"2022-05-07 11:37","market":"us","language":"zh","title":"通用CEO称要通过制造更廉价车型全面超越特斯拉","url":"https://stock-news.laohu8.com/highlight/detail?id=2233348006","media":"环球网","summary":"5月7日消息,据外媒报道,通用汽车CEO玛丽·博拉日前在接受媒体采访时表示,通用汽车要通过制造更廉价的电动汽车,取代特斯拉成为世界上最大的电动汽车制造商“通用正全力以赴,到5年后我们在美国的电动车销量...","content":"<html><body><div>\n<p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=106.GM&imageType=k&token=28dfeb41d35cc81d84b4664d7c23c49f&at=1\" width=\"578\"/></p><p> 5月7日消息,据外媒报道,<span><a href=\"https://laohu8.com/S/GM\">通用汽车</a></span><span></span>CEO玛丽·博拉日前在接受媒体采访时表示,<span href=\"http://quote.eastmoney.com/unify/r/106.GM\" target=\"_blank\" web=\"1\">通用汽车</span>要通过制造更廉价的电动汽车,取代<span><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></span><span></span>成为世界上最大的电动汽车制造商</p><p> “通用正全力以赴,到5年后我们在美国的电动车销量将超越其他车企,其中也包括<span href=\"http://quote.eastmoney.com/unify/r/105.TSLA\" target=\"_blank\" web=\"1\">特斯拉</span>。”玛丽·博拉说道。</p><p> 而为了达成这一目标,<span href=\"http://quote.eastmoney.com/unify/r/106.GM\" target=\"_blank\" web=\"1\">通用汽车</span>除了推出高端车型外,还将推出3万美元(约合人民币20万元)以下的电动汽车,通过“高端+廉价”并行战略进一步获得更大的市场份额。</p><p> 外媒猜测, 玛丽·博拉口中的3万美元纯电动车将会是即将面世的雪佛兰探界者EV以及另一款未公布的神秘电动车。目前,在美国市场通用汽车旗下最便宜的电动汽车为Bolt EV,起售价为3.15万美元(约合人民币21万元),<span href=\"http://quote.eastmoney.com/unify/r/105.TSLA\" target=\"_blank\" web=\"1\">特斯拉</span>入门版Model 3为4.699万美元(约合人民币31万元)。</p><p>(文章来源:环球网)</p>\n</div></body></html>","source":"stock_eastmoney","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>通用CEO称要通过制造更廉价车型全面超越特斯拉</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通用CEO称要通过制造更廉价车型全面超越特斯拉\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-07 11:37 北京时间 <a href=http://finance.eastmoney.com/a/202205072371283336.html><strong>环球网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5月7日消息,据外媒报道,通用汽车CEO玛丽·博拉日前在接受媒体采访时表示,通用汽车要通过制造更廉价的电动汽车,取代特斯拉成为世界上最大的电动汽车制造商 “通用正全力以赴,到5年后我们在美国的电动车销量将超越其他车企,其中也包括特斯拉。”玛丽·博拉说道。 而为了达成这一目标,通用汽车除了推出高端车型外,还将推出3万美元(约合人民币20万元)以下的电动汽车,通过“高端+廉价”并行战略进一步获得...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202205072371283336.html\">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","BK4534":"瑞士信贷持仓","BK4581":"高盛持仓","BK4555":"新能源车","BK4550":"红杉资本持仓","BK4551":"寇图资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","TSLA":"特斯拉","BK4099":"汽车制造商","BK4511":"特斯拉概念","BK4574":"无人驾驶","BK4548":"巴美列捷福持仓"},"source_url":"http://finance.eastmoney.com/a/202205072371283336.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2233348006","content_text":"5月7日消息,据外媒报道,通用汽车CEO玛丽·博拉日前在接受媒体采访时表示,通用汽车要通过制造更廉价的电动汽车,取代特斯拉成为世界上最大的电动汽车制造商 “通用正全力以赴,到5年后我们在美国的电动车销量将超越其他车企,其中也包括特斯拉。”玛丽·博拉说道。 而为了达成这一目标,通用汽车除了推出高端车型外,还将推出3万美元(约合人民币20万元)以下的电动汽车,通过“高端+廉价”并行战略进一步获得更大的市场份额。 外媒猜测, 玛丽·博拉口中的3万美元纯电动车将会是即将面世的雪佛兰探界者EV以及另一款未公布的神秘电动车。目前,在美国市场通用汽车旗下最便宜的电动汽车为Bolt EV,起售价为3.15万美元(约合人民币21万元),特斯拉入门版Model 3为4.699万美元(约合人民币31万元)。(文章来源:环球网)","news_type":1},"isVote":1,"tweetType":1,"viewCount":697,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":611947012,"gmtCreate":1650286139555,"gmtModify":1650286139555,"author":{"id":"3513812381524731","authorId":"3513812381524731","name":"特斯拉粉丝1987","avatar":"https://static.tigerbbs.com/25ef04119d28cd3b48989e43fdba2107","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3513812381524731","idStr":"3513812381524731"},"themes":[],"htmlText":"把卫星打掉","listText":"把卫星打掉","text":"把卫星打掉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/611947012","repostId":"1143337005","repostType":4,"repost":{"id":"1143337005","kind":"news","pubTimestamp":1650281955,"share":"https://www.laohu8.com/m/news/1143337005?lang=&edition=full","pubTime":"2022-04-18 19:39","market":"us","language":"zh","title":"谷歌地图开放俄罗斯所有战略要地的高像素卫星图像","url":"https://stock-news.laohu8.com/highlight/detail?id=1143337005","media":"华尔街见闻","summary":"包括各种洲际弹道导弹发射井、指挥所、秘密试验场等在内。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/GOOG\">谷歌</a>地图服务18日开始以最大分辨率提供俄罗斯所有军事和战略设施的卫星图像。目前,包括各种洲际弹道导弹发射井、指挥所、秘密试验场等在内的俄战略要地均可以每像素约0.5米的分辨率查看。(央视新闻)</p></body></html>","source":"highlight_wallstreetcn","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>谷歌地图开放俄罗斯所有战略要地的高像素卫星图像</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; 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/46029346cc3e64319c2b318fd1af0381","relate_stocks":{"GOOG":"谷歌","GOOGL":"谷歌A"},"source_url":"https://wallstreetcn.com/livenews/2169001","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1143337005","content_text":"谷歌地图服务18日开始以最大分辨率提供俄罗斯所有军事和战略设施的卫星图像。目前,包括各种洲际弹道导弹发射井、指挥所、秘密试验场等在内的俄战略要地均可以每像素约0.5米的分辨率查看。(央视新闻)","news_type":1},"isVote":1,"tweetType":1,"viewCount":935,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":611041845,"gmtCreate":1650243901486,"gmtModify":1650243901486,"author":{"id":"3513812381524731","authorId":"3513812381524731","name":"特斯拉粉丝1987","avatar":"https://static.tigerbbs.com/25ef04119d28cd3b48989e43fdba2107","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3513812381524731","idStr":"3513812381524731"},"themes":[],"htmlText":"这个我喜欢","listText":"这个我喜欢","text":"这个我喜欢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/611041845","repostId":"2228809009","repostType":2,"isVote":1,"tweetType":1,"viewCount":809,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":637058821,"gmtCreate":1647832997178,"gmtModify":1647832997178,"author":{"id":"3513812381524731","authorId":"3513812381524731","name":"特斯拉粉丝1987","avatar":"https://static.tigerbbs.com/25ef04119d28cd3b48989e43fdba2107","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3513812381524731","idStr":"3513812381524731"},"themes":[],"htmlText":"3系不行吧","listText":"3系不行吧","text":"3系不行吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/637058821","repostId":"2221085449","repostType":2,"isVote":1,"tweetType":1,"viewCount":1055,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":634339465,"gmtCreate":1647348278034,"gmtModify":1647348988685,"author":{"id":"3513812381524731","authorId":"3513812381524731","name":"特斯拉粉丝1987","avatar":"https://static.tigerbbs.com/25ef04119d28cd3b48989e43fdba2107","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3513812381524731","idStr":"3513812381524731"},"themes":[],"htmlText":"特斯拉牛逼","listText":"特斯拉牛逼","text":"特斯拉牛逼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/634339465","repostId":"1139653338","repostType":2,"isVote":1,"tweetType":1,"viewCount":736,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":635771549,"gmtCreate":1647265335301,"gmtModify":1647265335301,"author":{"id":"3513812381524731","authorId":"3513812381524731","name":"特斯拉粉丝1987","avatar":"https://static.tigerbbs.com/25ef04119d28cd3b48989e43fdba2107","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3513812381524731","idStr":"3513812381524731"},"themes":[],"htmlText":"哈哈马总加油","listText":"哈哈马总加油","text":"哈哈马总加油","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/635771549","repostId":"2219204592","repostType":2,"isVote":1,"tweetType":1,"viewCount":1030,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":631710287,"gmtCreate":1644926020316,"gmtModify":1644926020316,"author":{"id":"3513812381524731","authorId":"3513812381524731","name":"特斯拉粉丝1987","avatar":"https://static.tigerbbs.com/25ef04119d28cd3b48989e43fdba2107","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3513812381524731","idStr":"3513812381524731"},"themes":[],"htmlText":"分析师赶紧去精神病院报道","listText":"分析师赶紧去精神病院报道","text":"分析师赶紧去精神病院报道","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631710287","repostId":"2211681024","repostType":2,"repost":{"id":"2211681024","kind":"news","pubTimestamp":1644910993,"share":"https://www.laohu8.com/m/news/2211681024?lang=&edition=full","pubTime":"2022-02-15 15:43","market":"us","language":"zh","title":"分析师:全自动驾驶功能前所未有的重要 不是很看好特斯拉","url":"https://stock-news.laohu8.com/highlight/detail?id=2211681024","media":"东方财富","summary":"此外,全自动驾驶面临的监管障碍非常高。据悉,特斯拉汽车第四季度总营收为 177.19 亿美元,与去年同期的 107.44 亿美元相比增长 65%;净利润为 23.43 亿美元,相比之下去年同期为 2.96 亿美元;归属于普通股股东的净利润为 23.21 亿美元,与去年同期的 2.70 亿美元相比增长 760%。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20220215154313689d197m8y6tdblnc7\"/><p>伯恩斯坦分析师Toni Sacconaghi 表示,鉴于<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>目前并未开发 2.5 万美元或更低价格的汽车,自动驾驶 / 全自动驾驶对特斯拉的投资意义“可以说比以往任何时候都更重要”,给予特斯拉(TSLA.O)跑输大市评级,目标价 300 美元。</p><p>该分析师认为,特斯拉“不会是第一家将叫车网络商业化的公司”,且全自动驾驶的交付时间可能会比特斯拉预计的更长。他补充道,行业高管/ 专家认为,在未来几年内,实现 L5 级别全自动驾驶的可能性非常小。此外,全自动驾驶面临的监管障碍非常高。</p><p>马斯克上个月表示正在寻找新的工厂位置,马斯克称,在未来的数年里,预计车辆交付量的年平均增长率将达到 50%。拥有足够的资金来支持公司的产品路线图以及长期的产能扩张计划和其他费用,计划尽快提高生产能力。此外,今年将实现全自动驾驶。</p><p>据悉,特斯拉汽车第四季度总营收为 177.19 亿美元,与去年同期的 107.44 亿美元相比增长 65%;<span>净利润</span>为 23.43 亿美元,相比之下去年同期为 2.96 亿美元;归属于普通股股东的净利润为 23.21 亿美元,与去年同期的 2.70 亿美元相比增长 760%。</p><p>(文章来源:IT之家)</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>分析师:全自动驾驶功能前所未有的重要 不是很看好特斯拉</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; 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class=\"title\">\n分析师:全自动驾驶功能前所未有的重要 不是很看好特斯拉\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-15 15:43 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202202151543407c752e7e&s=b><strong>东方财富</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>伯恩斯坦分析师Toni Sacconaghi 表示,鉴于特斯拉目前并未开发 2.5 万美元或更低价格的汽车,自动驾驶 / 全自动驾驶对特斯拉的投资意义“可以说比以往任何时候都更重要”,给予特斯拉(TSLA.O)跑输大市评级,目标价 300 美元。该分析师认为,特斯拉“不会是第一家将叫车网络商业化的公司”,且全自动驾驶的交付时间可能会比特斯拉预计的更长。他补充道,行业高管/ 专家认为,在未来几年内,...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202202151543407c752e7e&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","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4551":"寇图资本持仓","BK4550":"红杉资本持仓","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","TSLA":"特斯拉"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202202151543407c752e7e&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2211681024","content_text":"伯恩斯坦分析师Toni Sacconaghi 表示,鉴于特斯拉目前并未开发 2.5 万美元或更低价格的汽车,自动驾驶 / 全自动驾驶对特斯拉的投资意义“可以说比以往任何时候都更重要”,给予特斯拉(TSLA.O)跑输大市评级,目标价 300 美元。该分析师认为,特斯拉“不会是第一家将叫车网络商业化的公司”,且全自动驾驶的交付时间可能会比特斯拉预计的更长。他补充道,行业高管/ 专家认为,在未来几年内,实现 L5 级别全自动驾驶的可能性非常小。此外,全自动驾驶面临的监管障碍非常高。马斯克上个月表示正在寻找新的工厂位置,马斯克称,在未来的数年里,预计车辆交付量的年平均增长率将达到 50%。拥有足够的资金来支持公司的产品路线图以及长期的产能扩张计划和其他费用,计划尽快提高生产能力。此外,今年将实现全自动驾驶。据悉,特斯拉汽车第四季度总营收为 177.19 亿美元,与去年同期的 107.44 亿美元相比增长 65%;净利润为 23.43 亿美元,相比之下去年同期为 2.96 亿美元;归属于普通股股东的净利润为 23.21 亿美元,与去年同期的 2.70 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19:39","market":"us","language":"zh","title":"谷歌地图开放俄罗斯所有战略要地的高像素卫星图像","url":"https://stock-news.laohu8.com/highlight/detail?id=1143337005","media":"华尔街见闻","summary":"包括各种洲际弹道导弹发射井、指挥所、秘密试验场等在内。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/GOOG\">谷歌</a>地图服务18日开始以最大分辨率提供俄罗斯所有军事和战略设施的卫星图像。目前,包括各种洲际弹道导弹发射井、指挥所、秘密试验场等在内的俄战略要地均可以每像素约0.5米的分辨率查看。(央视新闻)</p></body></html>","source":"highlight_wallstreetcn","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>谷歌地图开放俄罗斯所有战略要地的高像素卫星图像</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谷歌地图开放俄罗斯所有战略要地的高像素卫星图像\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-18 19:39 北京时间 <a href=https://wallstreetcn.com/livenews/2169001><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>谷歌地图服务18日开始以最大分辨率提供俄罗斯所有军事和战略设施的卫星图像。目前,包括各种洲际弹道导弹发射井、指挥所、秘密试验场等在内的俄战略要地均可以每像素约0.5米的分辨率查看。(央视新闻)</p>\n\n<a href=\"https://wallstreetcn.com/livenews/2169001\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/46029346cc3e64319c2b318fd1af0381","relate_stocks":{"GOOG":"谷歌","GOOGL":"谷歌A"},"source_url":"https://wallstreetcn.com/livenews/2169001","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1143337005","content_text":"谷歌地图服务18日开始以最大分辨率提供俄罗斯所有军事和战略设施的卫星图像。目前,包括各种洲际弹道导弹发射井、指挥所、秘密试验场等在内的俄战略要地均可以每像素约0.5米的分辨率查看。(央视新闻)","news_type":1},"isVote":1,"tweetType":1,"viewCount":935,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":634339465,"gmtCreate":1647348278034,"gmtModify":1647348988685,"author":{"id":"3513812381524731","authorId":"3513812381524731","name":"特斯拉粉丝1987","avatar":"https://static.tigerbbs.com/25ef04119d28cd3b48989e43fdba2107","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3513812381524731","authorIdStr":"3513812381524731"},"themes":[],"htmlText":"特斯拉牛逼","listText":"特斯拉牛逼","text":"特斯拉牛逼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/634339465","repostId":"1139653338","repostType":2,"repost":{"id":"1139653338","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1647325378,"share":"https://www.laohu8.com/m/news/1139653338?lang=&edition=full","pubTime":"2022-03-15 14:22","market":"us","language":"zh","title":"一图看懂 | 特斯拉市值≈中国互联网五巨头之和","url":"https://stock-news.laohu8.com/highlight/detail?id=1139653338","media":"老虎资讯综合","summary":"截至3月14日美股收盘,特斯拉市值约等于腾讯、阿里、美团、京东和网易五家中国互联网公司市值之和。具体来看,特斯拉的市值为7920亿美元,而后五家的市值分别为3821亿美元、2089亿美元、830亿美元","content":"<html><head></head><body><p>截至3月14日美股收盘,特斯拉市值约等于腾讯、阿里、美团、京东和网易五家中国互联网公司市值之和。具体来看,特斯拉的市值为7920亿美元,而后五家的市值分别为3821亿美元、2089亿美元、830亿美元、667亿美元和465亿美元。<img src=\"https://static.tigerbbs.com/8e355c094f75bbc77ca44bfdb358d647\" tg-width=\"1500\" tg-height=\"1700\" referrerpolicy=\"no-referrer\"/></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>一图看懂 | 特斯拉市值≈中国互联网五巨头之和</title>\n<style 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}\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一图看懂 | 特斯拉市值≈中国互联网五巨头之和\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-03-15 14:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>截至3月14日美股收盘,特斯拉市值约等于腾讯、阿里、美团、京东和网易五家中国互联网公司市值之和。具体来看,特斯拉的市值为7920亿美元,而后五家的市值分别为3821亿美元、2089亿美元、830亿美元、667亿美元和465亿美元。<img src=\"https://static.tigerbbs.com/8e355c094f75bbc77ca44bfdb358d647\" tg-width=\"1500\" tg-height=\"1700\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8e355c094f75bbc77ca44bfdb358d647","relate_stocks":{"09618":"京东集团-SW","03690":"美团-W","JD":"京东","TCEHY":"腾讯控股ADR","09988":"阿里巴巴-W","TSLA":"特斯拉","NTES":"网易","MPNGY":"美团ADR","BABA":"阿里巴巴","00700":"腾讯控股","09999":"网易-S"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139653338","content_text":"截至3月14日美股收盘,特斯拉市值约等于腾讯、阿里、美团、京东和网易五家中国互联网公司市值之和。具体来看,特斯拉的市值为7920亿美元,而后五家的市值分别为3821亿美元、2089亿美元、830亿美元、667亿美元和465亿美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":736,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":631710287,"gmtCreate":1644926020316,"gmtModify":1644926020316,"author":{"id":"3513812381524731","authorId":"3513812381524731","name":"特斯拉粉丝1987","avatar":"https://static.tigerbbs.com/25ef04119d28cd3b48989e43fdba2107","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3513812381524731","authorIdStr":"3513812381524731"},"themes":[],"htmlText":"分析师赶紧去精神病院报道","listText":"分析师赶紧去精神病院报道","text":"分析师赶紧去精神病院报道","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631710287","repostId":"2211681024","repostType":2,"repost":{"id":"2211681024","kind":"news","pubTimestamp":1644910993,"share":"https://www.laohu8.com/m/news/2211681024?lang=&edition=full","pubTime":"2022-02-15 15:43","market":"us","language":"zh","title":"分析师:全自动驾驶功能前所未有的重要 不是很看好特斯拉","url":"https://stock-news.laohu8.com/highlight/detail?id=2211681024","media":"东方财富","summary":"此外,全自动驾驶面临的监管障碍非常高。据悉,特斯拉汽车第四季度总营收为 177.19 亿美元,与去年同期的 107.44 亿美元相比增长 65%;净利润为 23.43 亿美元,相比之下去年同期为 2.96 亿美元;归属于普通股股东的净利润为 23.21 亿美元,与去年同期的 2.70 亿美元相比增长 760%。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20220215154313689d197m8y6tdblnc7\"/><p>伯恩斯坦分析师Toni Sacconaghi 表示,鉴于<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>目前并未开发 2.5 万美元或更低价格的汽车,自动驾驶 / 全自动驾驶对特斯拉的投资意义“可以说比以往任何时候都更重要”,给予特斯拉(TSLA.O)跑输大市评级,目标价 300 美元。</p><p>该分析师认为,特斯拉“不会是第一家将叫车网络商业化的公司”,且全自动驾驶的交付时间可能会比特斯拉预计的更长。他补充道,行业高管/ 专家认为,在未来几年内,实现 L5 级别全自动驾驶的可能性非常小。此外,全自动驾驶面临的监管障碍非常高。</p><p>马斯克上个月表示正在寻找新的工厂位置,马斯克称,在未来的数年里,预计车辆交付量的年平均增长率将达到 50%。拥有足够的资金来支持公司的产品路线图以及长期的产能扩张计划和其他费用,计划尽快提高生产能力。此外,今年将实现全自动驾驶。</p><p>据悉,特斯拉汽车第四季度总营收为 177.19 亿美元,与去年同期的 107.44 亿美元相比增长 65%;<span>净利润</span>为 23.43 亿美元,相比之下去年同期为 2.96 亿美元;归属于普通股股东的净利润为 23.21 亿美元,与去年同期的 2.70 亿美元相比增长 760%。</p><p>(文章来源:IT之家)</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>分析师:全自动驾驶功能前所未有的重要 不是很看好特斯拉</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; 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class=\"title\">\n分析师:全自动驾驶功能前所未有的重要 不是很看好特斯拉\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-15 15:43 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202202151543407c752e7e&s=b><strong>东方财富</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>伯恩斯坦分析师Toni Sacconaghi 表示,鉴于特斯拉目前并未开发 2.5 万美元或更低价格的汽车,自动驾驶 / 全自动驾驶对特斯拉的投资意义“可以说比以往任何时候都更重要”,给予特斯拉(TSLA.O)跑输大市评级,目标价 300 美元。该分析师认为,特斯拉“不会是第一家将叫车网络商业化的公司”,且全自动驾驶的交付时间可能会比特斯拉预计的更长。他补充道,行业高管/ 专家认为,在未来几年内,...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202202151543407c752e7e&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","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4551":"寇图资本持仓","BK4550":"红杉资本持仓","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","TSLA":"特斯拉"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202202151543407c752e7e&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2211681024","content_text":"伯恩斯坦分析师Toni Sacconaghi 表示,鉴于特斯拉目前并未开发 2.5 万美元或更低价格的汽车,自动驾驶 / 全自动驾驶对特斯拉的投资意义“可以说比以往任何时候都更重要”,给予特斯拉(TSLA.O)跑输大市评级,目标价 300 美元。该分析师认为,特斯拉“不会是第一家将叫车网络商业化的公司”,且全自动驾驶的交付时间可能会比特斯拉预计的更长。他补充道,行业高管/ 专家认为,在未来几年内,实现 L5 级别全自动驾驶的可能性非常小。此外,全自动驾驶面临的监管障碍非常高。马斯克上个月表示正在寻找新的工厂位置,马斯克称,在未来的数年里,预计车辆交付量的年平均增长率将达到 50%。拥有足够的资金来支持公司的产品路线图以及长期的产能扩张计划和其他费用,计划尽快提高生产能力。此外,今年将实现全自动驾驶。据悉,特斯拉汽车第四季度总营收为 177.19 亿美元,与去年同期的 107.44 亿美元相比增长 65%;净利润为 23.43 亿美元,相比之下去年同期为 2.96 亿美元;归属于普通股股东的净利润为 23.21 亿美元,与去年同期的 2.70 亿美元相比增长 760%。(文章来源:IT之家)","news_type":1},"isVote":1,"tweetType":1,"viewCount":1333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":762361722733008,"gmtCreate":1687534203779,"gmtModify":1687534205116,"author":{"id":"3513812381524731","authorId":"3513812381524731","name":"特斯拉粉丝1987","avatar":"https://static.tigerbbs.com/25ef04119d28cd3b48989e43fdba2107","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3513812381524731","authorIdStr":"3513812381524731"},"themes":[],"htmlText":"是不是不得不all in","listText":"是不是不得不all in","text":"是不是不得不all in","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/762361722733008","repostId":"1167648216","repostType":2,"repost":{"id":"1167648216","kind":"news","pubTimestamp":1687479372,"share":"https://www.laohu8.com/m/news/1167648216?lang=&edition=full","pubTime":"2023-06-23 08:16","market":"us","language":"zh","title":"张勇All in阿里云,他的故事才刚刚开始","url":"https://stock-news.laohu8.com/highlight/detail?id=1167648216","media":"砺石商业评论","summary":"All in阿里云,张勇在中国科技界和商业界的故事还远未结束。近日,阿里巴巴集团又发布全员信,做出重大人事调整。区别于之前的调整都是涉及具体的业务层,此次调整则关乎阿里巴巴集团最顶层的领导团队。全员信","content":"<html><head></head><body><blockquote>All in阿里云,张勇在中国科技界和商业界的故事还远未结束。</blockquote><p style=\"text-align: justify;\">近日,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>集团又发布全员信,做出重大人事调整。</p><p style=\"text-align: justify;\">区别于之前的调整都是涉及具体的业务层,此次调整则关乎阿里巴巴集团最顶层的领导团队。全员信显示,张勇将于今年9月10日卸任阿里巴巴控股集团董事会主席兼CEO职务,此后专职担任阿里云<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>集团董事长兼CEO,专注阿里云的发展。集团执行副主席蔡崇信将接任阿里巴巴控股集团董事会主席;吴泳铭出任阿里巴巴控股集团CEO,同时继续兼任淘天集团董事长。</p><p style=\"text-align: justify;\">再有洞见的观察者此前都很难预测到阿里巴巴这样的人事变化。但仔细分析阿里巴巴集团与阿里云当下所处的背景环境,我们发现此次调整不仅顺理成章,还是一步激活两个组织最大效能的“妙棋”。</p><p style=\"text-align: justify;\">当前,阿里巴巴集团的最大变化是战略定位的调整,其正从过去的强业务管控模式,转变为弱业务参与的控股模式,旗下各个具体业务的战略与运营管理分别授权给各自的董事会与管理层行使,集团不再直接干涉业务。</p><p style=\"text-align: justify;\">阿里巴巴集团董事会主席兼CEO张勇是一位性格果敢,兼备精细化管理与业务破局能力的领导者,其较被公众熟知的一个重要贡献,就是曾带领B2C模式的天猫,从阿里巴巴的一个初创业务成长为与C2C模式的淘宝并列的两大旗舰电商平台之一,展现出了杰出的业务领导力。在此过程中,张勇还创造性地推出了一年一度的双11大促,也被行业称为“双11之父”。</p><p style=\"text-align: justify;\">除了带领天猫崛起的出众成绩,张勇于2013年还主导了阿里巴巴集团从PC端向移动端的战略转型,成功度过了公司发展史上至关重要的一次技术周期转换。凭借上述赫赫战功,张勇也获得集团董事会的信任,于2015年从阿里巴巴一众优秀高管中脱颖而出,升任集团CEO。</p><p style=\"text-align: justify;\">在该职务上,张勇也发挥出色,将集团的多个业务条线打理得井井有条,把时任董事长马云解放出来,让其可以投入更多精力到公司的顶层战略上。在这个阶段,张勇的运营才华与马云的战略才华相得益彰,共同缔造了阿里巴巴集团发展史上最辉煌的一个周期。张勇也获得了专业人士的高度认可,2020年8月,其荣获福布斯评选的中国最佳CEO第一名。</p><p style=\"text-align: justify;\">在2019年接任马云出任阿里巴巴集团董事会主席以后,张勇依然不负重望,以其卓越的领导力与业务洞察力,带领阿里巴巴这个超级舰队稳健前进,例如,阿里云、菜鸟与盒马等多个业务都在这个阶段获得了很好增长。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/584adc1098122765f27b441201dda8c1\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"719\"/></p><p style=\"text-align: justify;\">尤其在最近几年时间,阿里巴巴遭遇了新冠疫情、平台经济监管、反垄断等多起黑天鹅事件,这让其长期处于重压之下。而在这个期间,张勇充分展现出了一个杰出领导者在应对复杂局面时的冷静与智慧,不仅带领阿里成功稳住业务基本盘,还在多个维度实现全新突破,发挥了重要的定盘星作用。</p><p style=\"text-align: justify;\">1971年出生的张勇今年52周岁,这对于一个企业家来说正是创造成绩的时候。随着阿里巴巴集团层面定位发生变化,阿里云智能未来一年要从阿里完全拆分、独立上市,阿里巴巴和阿里云智能一肩挑的张勇,无论是从个人精力的角度考虑,还是满足未来合规性的要求,他都必须在两者之间做出抉择。</p><p style=\"text-align: justify;\">云计算与人工智能正成为当下这个时代的最大红利。尤其今年兴起的大模型技术,被公认为人工智能领域的“iphone时刻”,其为阿里云带来两个全新的历史机会。第一,人工智能大模型和各类行业、专属模型的出现和广泛应用,对算力提出了全新要求。第二,在IaaS和PaaS服务基础上,阿里云正在形成全新的“模型即服务”(MaaS)。</p><p style=\"text-align: justify;\">在这种向上发展的最关键时期,阿里云急需一个强有力的领导者,来带领公司把握住这次难得的机遇。张勇很早就把云计算列为阿里巴巴集团的三大战略之一,这一次他又做出了个人的选择:All in阿里云。</p><p style=\"text-align: justify;\">接任张勇的蔡崇信与吴泳铭,都是阿里巴巴创业“十八罗汉”的成员,在阿里巴巴发展史上做出过巨大贡献、拥有巨大声望,是阿里文化的标志性人物,二者还都有多年投资及企业孵化经验,成功培育了大量具有独特竞争力的科技创新产品和企业,这与阿里巴巴控股集团创新孵化器的定位是高度匹配的。</p><p style=\"text-align: justify;\">阿里巴巴此次对控股集团领导团队的调整,是一次多方面兼顾的决定,对团队价值的最大化发挥是有利的。</p><p style=\"text-align: justify;\">All in阿里云,彰显了张勇的胸怀与格局,让笔者刮目相看。普通人往往都习惯关注表象,而忽视本质,这导致他们非常在乎虚荣与名声等表面的东西。而真正杰出的人物只关注本质,从不在乎表面,张勇便是这样的。</p><p style=\"text-align: justify;\">作为一直致力于推动阿里巴巴向技术公司转变的掌舵者,张勇比任何人都清楚阿里云的重要性,他多次表示,“云在战略上太重要了,云的时间窗口太宝贵了,无论国际国内,数字化的时间窗口都处于高速井喷期,数字化智能化是所有人都认的,而且是跨国界的,如何抓住时代机遇非常重要”。在清醒地意识到阿里云更需要自己、也更能发挥自己价值的时候,他毅然选择下沉到业务一线,全情投入到阿里云的二次创业当中。</p><p style=\"text-align: justify;\">从2022年12月29日算起,张勇兼任阿里云董事长、CEO已经170余天。在这170多天里,张勇从发起阿里云最大规模降价,到发布大模型“通义千问”,一系列雷厉风行的行动让阿里云也呈现出了前所未有的新局面。蔡崇信对此评价:“没有人比张勇更适合带领阿里云智能集团进入下一个篇章,实现未来增长。”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0737472b44df3a8dba49cf097d5e9a9f\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"486\"/></p><p style=\"text-align: justify;\">目前从存量业绩来看,阿里云在全球云计算IaaS市场排名第三,亚太市场排名第一。尤其在潜力巨大的中国云计算市场,阿里云更是长期保持市场份额的绝对领先,也是商业化最成功的云计算厂商。公开数据显示,阿里云在2023财年总收入高达772.03亿元,经调整EBITA利润为14.22亿元,同比增长24%,是国内唯一实现连续盈利的云服务厂商。</p><p style=\"text-align: justify;\">对于未来增量,张勇也有着清晰的路径规划,一方面利用规模效应带来的算力降价,向下扩大云服务的基本盘;另一方面将云计算与大模型深度融合,向上利用AI大模型寻找新的增长点。对于大模型的未来,张勇颇为乐观,他认为,“所有行业、所有应用、所有软件、所有服务,都值得基于大模型的能力重做一遍”。</p><p style=\"text-align: justify;\">另外不能不提的是,阿里云在全栈自研重构IT硬件体系、释放算力成本以及变革软件研发范式上的技术能力,在全行业都是绝对领先的。大模型领域,阿里云也是行业中在战略远见、战略定力与战略清晰度上做得较好的一个。</p><p style=\"text-align: justify;\"><strong>山高水长,卸任阿里巴巴集团董事会主席与CEO的职务后All in阿里云,张勇在中国科技界和商业界的故事才刚刚开始,还远未结束。</strong>他在5月18日给阿里云的全员信中写道,“(通过)进一步强化业务战略,优化组织和运营……我们有机会共同打造一家世界级的科技公司”。</p><p style=\"text-align: justify;\">在这个十年一遇的重要机会窗口,阿里云能有张勇这样一位杰出领导者绝对是一件幸事。如果阿里云最终成为一家世界级的科技公司,届时不仅是张勇的二次成功,也是中国科技产业的一个传奇,我们对此抱有期待。</p></body></html>","source":"lsy1571105524917","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\" 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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张勇All in阿里云,他的故事才刚刚开始\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-23 08:16 北京时间 <a href=https://mp.weixin.qq.com/s/1Tb11XXBiidUDvn1gUwXBg><strong>砺石商业评论</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>All in阿里云,张勇在中国科技界和商业界的故事还远未结束。近日,阿里巴巴集团又发布全员信,做出重大人事调整。区别于之前的调整都是涉及具体的业务层,此次调整则关乎阿里巴巴集团最顶层的领导团队。全员信显示,张勇将于今年9月10日卸任阿里巴巴控股集团董事会主席兼CEO职务,此后专职担任阿里云智能集团董事长兼CEO,专注阿里云的发展。集团执行副主席蔡崇信将接任阿里巴巴控股集团董事会主席;吴泳铭出任...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/1Tb11XXBiidUDvn1gUwXBg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3c2ddd3916c039289258c2d93732b059","relate_stocks":{"LU0128522157.USD":"TEMPLETON ASIAN GROWTH \"A\" ACC","BK4534":"瑞士信贷持仓","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","LU0084288322.USD":"Natixis Asia Equity RD USD","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","IE00B5MMRT66.SGD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (SGDHDG) ACC","BK4558":"双十一","BK4535":"淡马锡持仓","LU0417516571.SGD":"Allianz Oriental Income Cl AT Acc SGD","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" INC","BABA":"阿里巴巴","LU0029874905.USD":"TEMPLETON EMERGING MARKETS \"A\" INC","BK4538":"云计算","09988":"阿里巴巴-W","LU1046422090.SGD":"Fidelity Pacific A-SGD","LU0214875030.USD":"HSBC GIF BRIC EQUITY \"M2C\" (USD) ACC","LU0048580855.USD":"富达大中华区A","LU0320764755.SGD":"FTIF - Templeton Asian Growth A Acc SGD","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC"},"source_url":"https://mp.weixin.qq.com/s/1Tb11XXBiidUDvn1gUwXBg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167648216","content_text":"All in阿里云,张勇在中国科技界和商业界的故事还远未结束。近日,阿里巴巴集团又发布全员信,做出重大人事调整。区别于之前的调整都是涉及具体的业务层,此次调整则关乎阿里巴巴集团最顶层的领导团队。全员信显示,张勇将于今年9月10日卸任阿里巴巴控股集团董事会主席兼CEO职务,此后专职担任阿里云智能集团董事长兼CEO,专注阿里云的发展。集团执行副主席蔡崇信将接任阿里巴巴控股集团董事会主席;吴泳铭出任阿里巴巴控股集团CEO,同时继续兼任淘天集团董事长。再有洞见的观察者此前都很难预测到阿里巴巴这样的人事变化。但仔细分析阿里巴巴集团与阿里云当下所处的背景环境,我们发现此次调整不仅顺理成章,还是一步激活两个组织最大效能的“妙棋”。当前,阿里巴巴集团的最大变化是战略定位的调整,其正从过去的强业务管控模式,转变为弱业务参与的控股模式,旗下各个具体业务的战略与运营管理分别授权给各自的董事会与管理层行使,集团不再直接干涉业务。阿里巴巴集团董事会主席兼CEO张勇是一位性格果敢,兼备精细化管理与业务破局能力的领导者,其较被公众熟知的一个重要贡献,就是曾带领B2C模式的天猫,从阿里巴巴的一个初创业务成长为与C2C模式的淘宝并列的两大旗舰电商平台之一,展现出了杰出的业务领导力。在此过程中,张勇还创造性地推出了一年一度的双11大促,也被行业称为“双11之父”。除了带领天猫崛起的出众成绩,张勇于2013年还主导了阿里巴巴集团从PC端向移动端的战略转型,成功度过了公司发展史上至关重要的一次技术周期转换。凭借上述赫赫战功,张勇也获得集团董事会的信任,于2015年从阿里巴巴一众优秀高管中脱颖而出,升任集团CEO。在该职务上,张勇也发挥出色,将集团的多个业务条线打理得井井有条,把时任董事长马云解放出来,让其可以投入更多精力到公司的顶层战略上。在这个阶段,张勇的运营才华与马云的战略才华相得益彰,共同缔造了阿里巴巴集团发展史上最辉煌的一个周期。张勇也获得了专业人士的高度认可,2020年8月,其荣获福布斯评选的中国最佳CEO第一名。在2019年接任马云出任阿里巴巴集团董事会主席以后,张勇依然不负重望,以其卓越的领导力与业务洞察力,带领阿里巴巴这个超级舰队稳健前进,例如,阿里云、菜鸟与盒马等多个业务都在这个阶段获得了很好增长。尤其在最近几年时间,阿里巴巴遭遇了新冠疫情、平台经济监管、反垄断等多起黑天鹅事件,这让其长期处于重压之下。而在这个期间,张勇充分展现出了一个杰出领导者在应对复杂局面时的冷静与智慧,不仅带领阿里成功稳住业务基本盘,还在多个维度实现全新突破,发挥了重要的定盘星作用。1971年出生的张勇今年52周岁,这对于一个企业家来说正是创造成绩的时候。随着阿里巴巴集团层面定位发生变化,阿里云智能未来一年要从阿里完全拆分、独立上市,阿里巴巴和阿里云智能一肩挑的张勇,无论是从个人精力的角度考虑,还是满足未来合规性的要求,他都必须在两者之间做出抉择。云计算与人工智能正成为当下这个时代的最大红利。尤其今年兴起的大模型技术,被公认为人工智能领域的“iphone时刻”,其为阿里云带来两个全新的历史机会。第一,人工智能大模型和各类行业、专属模型的出现和广泛应用,对算力提出了全新要求。第二,在IaaS和PaaS服务基础上,阿里云正在形成全新的“模型即服务”(MaaS)。在这种向上发展的最关键时期,阿里云急需一个强有力的领导者,来带领公司把握住这次难得的机遇。张勇很早就把云计算列为阿里巴巴集团的三大战略之一,这一次他又做出了个人的选择:All in阿里云。接任张勇的蔡崇信与吴泳铭,都是阿里巴巴创业“十八罗汉”的成员,在阿里巴巴发展史上做出过巨大贡献、拥有巨大声望,是阿里文化的标志性人物,二者还都有多年投资及企业孵化经验,成功培育了大量具有独特竞争力的科技创新产品和企业,这与阿里巴巴控股集团创新孵化器的定位是高度匹配的。阿里巴巴此次对控股集团领导团队的调整,是一次多方面兼顾的决定,对团队价值的最大化发挥是有利的。All in阿里云,彰显了张勇的胸怀与格局,让笔者刮目相看。普通人往往都习惯关注表象,而忽视本质,这导致他们非常在乎虚荣与名声等表面的东西。而真正杰出的人物只关注本质,从不在乎表面,张勇便是这样的。作为一直致力于推动阿里巴巴向技术公司转变的掌舵者,张勇比任何人都清楚阿里云的重要性,他多次表示,“云在战略上太重要了,云的时间窗口太宝贵了,无论国际国内,数字化的时间窗口都处于高速井喷期,数字化智能化是所有人都认的,而且是跨国界的,如何抓住时代机遇非常重要”。在清醒地意识到阿里云更需要自己、也更能发挥自己价值的时候,他毅然选择下沉到业务一线,全情投入到阿里云的二次创业当中。从2022年12月29日算起,张勇兼任阿里云董事长、CEO已经170余天。在这170多天里,张勇从发起阿里云最大规模降价,到发布大模型“通义千问”,一系列雷厉风行的行动让阿里云也呈现出了前所未有的新局面。蔡崇信对此评价:“没有人比张勇更适合带领阿里云智能集团进入下一个篇章,实现未来增长。”目前从存量业绩来看,阿里云在全球云计算IaaS市场排名第三,亚太市场排名第一。尤其在潜力巨大的中国云计算市场,阿里云更是长期保持市场份额的绝对领先,也是商业化最成功的云计算厂商。公开数据显示,阿里云在2023财年总收入高达772.03亿元,经调整EBITA利润为14.22亿元,同比增长24%,是国内唯一实现连续盈利的云服务厂商。对于未来增量,张勇也有着清晰的路径规划,一方面利用规模效应带来的算力降价,向下扩大云服务的基本盘;另一方面将云计算与大模型深度融合,向上利用AI大模型寻找新的增长点。对于大模型的未来,张勇颇为乐观,他认为,“所有行业、所有应用、所有软件、所有服务,都值得基于大模型的能力重做一遍”。另外不能不提的是,阿里云在全栈自研重构IT硬件体系、释放算力成本以及变革软件研发范式上的技术能力,在全行业都是绝对领先的。大模型领域,阿里云也是行业中在战略远见、战略定力与战略清晰度上做得较好的一个。山高水长,卸任阿里巴巴集团董事会主席与CEO的职务后All in阿里云,张勇在中国科技界和商业界的故事才刚刚开始,还远未结束。他在5月18日给阿里云的全员信中写道,“(通过)进一步强化业务战略,优化组织和运营……我们有机会共同打造一家世界级的科技公司”。在这个十年一遇的重要机会窗口,阿里云能有张勇这样一位杰出领导者绝对是一件幸事。如果阿里云最终成为一家世界级的科技公司,届时不仅是张勇的二次成功,也是中国科技产业的一个传奇,我们对此抱有期待。","news_type":1},"isVote":1,"tweetType":1,"viewCount":962,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":653075720,"gmtCreate":1680441833661,"gmtModify":1680441835115,"author":{"id":"3513812381524731","authorId":"3513812381524731","name":"特斯拉粉丝1987","avatar":"https://static.tigerbbs.com/25ef04119d28cd3b48989e43fdba2107","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3513812381524731","authorIdStr":"3513812381524731"},"themes":[],"htmlText":"打嘴炮你第一","listText":"打嘴炮你第一","text":"打嘴炮你第一","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/653075720","repostId":"2324402550","repostType":2,"repost":{"id":"2324402550","kind":"news","pubTimestamp":1680402759,"share":"https://www.laohu8.com/m/news/2324402550?lang=&edition=full","pubTime":"2023-04-02 10:32","market":"us","language":"zh","title":"蔚来李斌:特斯拉是光板车 我们不会参与他们的价格战","url":"https://stock-news.laohu8.com/highlight/detail?id=2324402550","media":"快科技","summary":"蔚来汽车CEO李斌表示,蔚来毛利已经很低了,参加不了价格战。特斯拉Model3这些车看上去就像是光板车,与比亚迪这些车相比,一坐进去肯定是感觉比亚迪更好。更直白一些,李斌此前还曾表示过,他认为“特斯拉的低成本,是以牺牲用户体验为代价的。”此外,早在两年前李斌接受采访时,就被问及特斯拉频繁降价,为何蔚来价格相对稳定时。李斌表示,价格稳定是对用户负责。","content":"<html><body><article><p>4月1日,中国电动汽车百人会论坛。<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车CEO李斌表示,<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a><span>毛利</span>已经很低了,参加不了价格战。</p><p>对于<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>降价,李斌指出:“(特斯拉的)Model S、Model X其实它也打不了什么价格战,因为它的成本就在那。Model3、Model Y大家现在经常讲它的成本怎么样,其实还是要辩证去看。”</p><p>特斯拉Model3这些车看上去就像是光板车,与<a href=\"https://laohu8.com/S/002594\">比亚迪</a>这些车相比,一坐进去肯定是感觉比亚迪更好。而讲到特斯拉降价时,要去理解特斯拉Model3、Y本身就是成本很低的车型。</p><p>更直白一些,李斌此前还曾表示过,他认为“特斯拉的低成本,是以牺牲用户体验为代价的。”同时,他也认为,特斯拉的量上来后,成本就降下来,它降到十几万都不奇怪,这都在我们预期中。</p><p>此外,早在两年前李斌接受采访时,就被问及特斯拉频繁降价,为何蔚来价格相对稳定时。李斌表示,价格稳定是对用户负责。从企业战略层面讲,特斯拉做法可以理解,但从消费者角度来说,值得商榷。</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>蔚来李斌:特斯拉是光板车 我们不会参与他们的价格战</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蔚来李斌:特斯拉是光板车 我们不会参与他们的价格战\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-02 10:32 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202304021035018274bca4&s=b><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>4月1日,中国电动汽车百人会论坛。蔚来汽车CEO李斌表示,蔚来毛利已经很低了,参加不了价格战。对于特斯拉降价,李斌指出:“(特斯拉的)Model S、Model X其实它也打不了什么价格战,因为它的成本就在那。Model3、Model Y大家现在经常讲它的成本怎么样,其实还是要辩证去看。”特斯拉Model3这些车看上去就像是光板车,与比亚迪这些车相比,一坐进去肯定是感觉比亚迪更好。而讲到特斯拉降价...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202304021035018274bca4&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4099":"汽车制造商","BK4511":"特斯拉概念","BK4548":"巴美列捷福持仓","TSLA":"特斯拉","BK4581":"高盛持仓","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","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","NIO":"蔚来","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS 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Y大家现在经常讲它的成本怎么样,其实还是要辩证去看。”特斯拉Model3这些车看上去就像是光板车,与比亚迪这些车相比,一坐进去肯定是感觉比亚迪更好。而讲到特斯拉降价时,要去理解特斯拉Model3、Y本身就是成本很低的车型。更直白一些,李斌此前还曾表示过,他认为“特斯拉的低成本,是以牺牲用户体验为代价的。”同时,他也认为,特斯拉的量上来后,成本就降下来,它降到十几万都不奇怪,这都在我们预期中。此外,早在两年前李斌接受采访时,就被问及特斯拉频繁降价,为何蔚来价格相对稳定时。李斌表示,价格稳定是对用户负责。从企业战略层面讲,特斯拉做法可以理解,但从消费者角度来说,值得商榷。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":659740256,"gmtCreate":1680265481075,"gmtModify":1680265482639,"author":{"id":"3513812381524731","authorId":"3513812381524731","name":"特斯拉粉丝1987","avatar":"https://static.tigerbbs.com/25ef04119d28cd3b48989e43fdba2107","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3513812381524731","authorIdStr":"3513812381524731"},"themes":[],"htmlText":"嘴炮","listText":"嘴炮","text":"嘴炮","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659740256","repostId":"2323723091","repostType":2,"repost":{"id":"2323723091","kind":"news","pubTimestamp":1680206507,"share":"https://www.laohu8.com/m/news/2323723091?lang=&edition=full","pubTime":"2023-03-31 04:01","market":"us","language":"zh","title":"羡慕!理想汽车CEO评比亚迪:整车成本管理优于特斯拉","url":"https://stock-news.laohu8.com/highlight/detail?id=2323723091","media":"盖世汽车","summary":"3月29日,理想汽车创始人、董事长兼CEO李想发文表示:“第四季度的汽车毛利率22.8%,假设并入经销商体系的费用,比亚迪第四季度毛利率和特斯拉第四季度25.9%的毛利率不相上下,甚至表现更好。”在李想看来,考虑到平均售价更低等因素,比亚迪整车成本管理显著的优于特斯拉。在新能源车企价格战水深火热,且大多尚未实现盈利,并在生死关头徘徊的当下,比亚迪的这份财报,让众多车企艳羡不已。","content":"<html><body><article><p>3月29日,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>创始人、董事长兼CEO李想发文表示:“第四季度的汽车毛利率22.8%(经销商体系),假设并入经销商体系的费用,<a href=\"https://laohu8.com/S/002594\">比亚迪</a>第四季度毛利率和<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>第四季度25.9%的毛利率(直营体系)不相上下,甚至表现更好。”</p><p>在李想看来,考虑到平均售价更低等因素,比亚迪整车成本管理显著的优于特斯拉。“财务是最理性的考试题,这个答卷非常优秀!”</p><p>根据比亚迪刚刚披露的2022年年报,比亚迪2022年实现<span>营业收入</span>4240.61亿元,同比增长96.2%;<span>净利润</span>166.22亿元,同比增长445.86%。</p><p>在新能源车企价格战水深火热,且大多尚未实现盈利,并在生死关头徘徊的当下,比亚迪的这份财报,让众多车企艳羡不已。</p><p>值得一提的是,根据盖世汽车报道,2022年第四季度,比亚迪创下最佳单季度净利润(73.11亿元),而这一单季度利润水平已超过其2021年全年的利润水平(30.45亿元)。</p><p>具体来看,比亚迪2022年四个季度净利润分别为8.08亿元、27.87亿元、57.16亿元、73.11亿元,这也直接让其年度净利润规模首次突破百亿元,并超过过去五年的总和(2017-2021年,比亚迪利润总和约为157亿元)。</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>羡慕!理想汽车CEO评比亚迪:整车成本管理优于特斯拉</title>\n<style 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202303310401488273bb8f&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4534":"瑞士信贷持仓","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","BK4585":"ETF&股票定投概念","BK4555":"新能源车","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","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A(dist)","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) 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H2-SGD"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202303310401488273bb8f&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2323723091","content_text":"3月29日,理想汽车创始人、董事长兼CEO李想发文表示:“第四季度的汽车毛利率22.8%(经销商体系),假设并入经销商体系的费用,比亚迪第四季度毛利率和特斯拉第四季度25.9%的毛利率(直营体系)不相上下,甚至表现更好。”在李想看来,考虑到平均售价更低等因素,比亚迪整车成本管理显著的优于特斯拉。“财务是最理性的考试题,这个答卷非常优秀!”根据比亚迪刚刚披露的2022年年报,比亚迪2022年实现营业收入4240.61亿元,同比增长96.2%;净利润166.22亿元,同比增长445.86%。在新能源车企价格战水深火热,且大多尚未实现盈利,并在生死关头徘徊的当下,比亚迪的这份财报,让众多车企艳羡不已。值得一提的是,根据盖世汽车报道,2022年第四季度,比亚迪创下最佳单季度净利润(73.11亿元),而这一单季度利润水平已超过其2021年全年的利润水平(30.45亿元)。具体来看,比亚迪2022年四个季度净利润分别为8.08亿元、27.87亿元、57.16亿元、73.11亿元,这也直接让其年度净利润规模首次突破百亿元,并超过过去五年的总和(2017-2021年,比亚迪利润总和约为157亿元)。","news_type":1},"isVote":1,"tweetType":1,"viewCount":854,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":624047738,"gmtCreate":1676971664324,"gmtModify":1676971666223,"author":{"id":"3513812381524731","authorId":"3513812381524731","name":"特斯拉粉丝1987","avatar":"https://static.tigerbbs.com/25ef04119d28cd3b48989e43fdba2107","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3513812381524731","authorIdStr":"3513812381524731"},"themes":[],"htmlText":"想不通比亚迪有什么好吹的。。。外行热闹,内行看门道!","listText":"想不通比亚迪有什么好吹的。。。外行热闹,内行看门道!","text":"想不通比亚迪有什么好吹的。。。外行热闹,内行看门道!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/624047738","repostId":"2313227057","repostType":2,"repost":{"id":"2313227057","kind":"news","pubTimestamp":1676950685,"share":"https://www.laohu8.com/m/news/2313227057?lang=&edition=full","pubTime":"2023-02-21 11:38","market":"us","language":"zh","title":"特斯拉外强中干,比亚迪闷声发财?","url":"https://stock-news.laohu8.com/highlight/detail?id=2313227057","media":"钛媒体","summary":"现在的纯电汽车市场,两极分化严重,主要市场基本成为特斯拉、比亚迪两家巨头的“风云雄霸”天下。首先是销量,如果说特斯拉销量增速差强人意,那么比亚迪的销量增速则让人叹为观止。根据比亚迪官方消息,2022年比亚迪新能源乘用车销售186万辆,同比增幅超212%。相反,和特斯拉不及预期的增速对比明显,比亚迪的爆发表现颇受投资者赞赏。在中国车企长期饱受诟病的自主技术方面,比亚迪已经扭转了局势。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20230221113915941v197hna78kw4soy\"/><p>图片来源@<a href=\"https://laohu8.com/S/000681\">视觉中国</a></p><p>文|天天财经116,作者|大端</p><p>近几年,如果说哪个行业的市场竞争最为轰轰烈烈,那么非电动汽车市场莫属了。</p><p>从2010年中国官方发出第一笔购置补贴开始,全国电动车市场就开启风起云涌模式,各地网红企业如雨后春笋般崛起。彼时如果哪个城市没有自己的电动车品牌,一定会被人笑话产业陈旧、跟不上潮流。</p><p>但短短13年后,随着补贴的盛极而衰,直到完全消失,潮水退去,“裸泳”的人不得不仓皇逃跑。截至2022年10月,国内已有至少27家新能源汽车产业链公司破产或破产重整。曾经红极一时的博郡、陆地方舟、知豆等网红车企已被历史碾进尘埃。</p><p>现在的纯电汽车市场,两极分化严重,主要市场基本成为<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、<a href=\"https://laohu8.com/S/002594\">比亚迪</a>两家巨头的“风云雄霸”天下。</p><p>想象中的商战刀光剑影、运筹帷幄,现实中的商战却免不了拉横幅、在线对骂等接地气操作。</p><p>特斯拉和比亚迪之争尤其如此,随便打开一款社交媒体,搜索双方关键词都能看到不少对喷记录,在各自的车友群里,讽刺对方的段子更是不计可数。然而,铁粉的口水战并不能决定双方的真实实力,归根结底,一切还要用事实说话。</p><p><strong>销量增、股价跌,</strong><strong>一脚油门一脚刹车的特斯拉</strong></p><p>作为电动汽车行业内当之无愧的全球明星企业,特斯拉的销量始终占据全球电动汽车销量榜首。但这种明星光环给企业带来的也并非全是好处,过多的关注导致特斯拉的销售表现一旦趋弱,资本市场就立即给予敏感回应。</p><p>即使特斯拉始终维持增长态势,即使特斯拉始终占据榜首,也很难完全填饱资本的胃口。</p><p>特斯拉现在面临的主要问题就在于此,不是不好,而是不够好。</p><p>纵观特斯拉2022年销售记录,特斯拉全球总交付量131万辆,相比2021年增长40%;产能137万辆,同比增长约47%,其中第四季度生产了439701辆,交付405278辆,再次创下新的交付记录。这也印证了特斯拉铁粉们一直谐谑的那句梗:确实刹不住,销量刹不住了。</p><p>但投资者们看问题的角度和铁粉们大相径庭,虽然销量在增长,但增长速度明显不及预期。40%的增速可能值得铁粉们吹嘘一番,但对于投资者来说,这个增速不仅低于已经调整后的市场预期,也低于特斯拉自身曾夸下的“每年交付增速50%”的海口。</p><p>尤其在1月2日特斯拉公布第四季度销量情况以后,特斯拉连续3个季度增速低于市场预期,资本市场终于无法忍受特斯拉的“龟速”增长,股市应声大跌,盘中一度暴跌15%,创两年多来最大跌幅,回首整个2022年,特斯拉股价综合暴跌达60%,堪称股价“滑铁卢”。</p><p>当然,股票市场总是跌宕起伏,跌得越快、回调越快,随着年底巴菲特<span>抄底</span>入手特斯拉,进入2023年以来,特斯拉股票已经回涨到200点上下,然而距离曾经300多点的高位仍有不小的距离。</p><p>这一跌,马斯克世界首富的位置不保倒在其次,真正的危机在于掩埋于繁荣之下的问题都会在繁荣退潮时露出水面。特斯拉面临的问题并不算小。</p><p>首先是高企的库存,随着德州超级工厂、柏林超级工厂的投产,特斯拉的产量稳步增长,但销量的增长却难以消化高企的产能。曾经为产能挠头的特斯拉,现在也终于沦落到为销售发愁。</p><p>根据<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>的报告,由于产量超过交付量近56000辆,特斯拉的渠道库存在一年内翻了两番,对于大多数汽车厂商来说,还有经销商缓解库存压力,但特斯拉的直销模式注定库存只能全部自己抗,因此股票市场对特斯拉库存上升的反应尤其强烈。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20230221113916768v197vo5pqh9mvly\"/><p>库存高企的基本面依然在中国市场,上海超级工厂的单日产能几乎是海外工厂的30倍,依然支撑着特斯拉的大部分产能,以2022年10月的数据为例,上海超级工厂产量为87706辆,交付量为71704辆,二者之差约1.6万辆。仅上海工厂一个月的库存新增就高达1.6万辆,特斯拉的库存压力可想而知。</p><p>增速下降,库存高企。一般企业的逻辑就是裁员,削弱产能、节省支出,但特斯拉偏偏难以做得如此直白。作为被资本紧盯的明星企业,特斯拉只要放出裁员消息,资本市场就会立刻对公司经营情况做出悲观判读,股价随之下跌。</p><p>2022年6月,马斯克在一封内部邮件中透露将裁员10%,消息一出,股价应声跌去近10%,特斯拉市值减少超过730亿美元。这让洒脱的马斯克也不得不回到现实,在推特上回应将保持员工总数。但这样的硬挺也只是权宜之计,这波裁员计划并未彻底搁置,2022年12月,伴随着暴跌大势,特斯拉谨慎地再次放出裁员消息,在一系列利空消息的掩护下,最大限度减少了因裁员带来的市值跌损。</p><p>另外,特斯拉前景堪忧的深层压力还来自传统汽车巨头的挤压。面临来势汹汹的特斯拉,传统汽车巨头们并没有像当年的<a href=\"https://laohu8.com/S/NOK\">诺基亚</a>、<a href=\"https://laohu8.com/S/KODK\">柯达</a>一样坐以待毙,而是积极向新能源转型。</p><p>在特斯拉的老家,同时也是第一大消费市场美国,传统汽车厂商们纷纷开始投资电动汽车,根据《华尔街日报》报道,近年来美国掀起了汽车建厂热潮,仅2021年承诺的新汽车工厂投资额便达370亿美元,而在2017年,这个数字仅为90亿美元。</p><p>2022年的前11个月,在美国承诺用于投资新汽车工厂的资金已达330亿美元左右,与前一年不相上下。新建的汽车工厂主要便是与特斯拉竞争的电动车。在通用、雪佛兰等传统巨头的挤压下,特斯拉想在美国电动汽车市场保持71%的超高占有率几乎是不可能的。</p><p>库存、股票、竞争等因素的共同作用下,特斯拉的2022年过得极其艰难。更可怕的是,这种艰难似乎刚刚开始。如果特斯拉的表现持续不及预期,不排除愤怒的投资人联手将马斯克拉下领导层的可能。</p><p>所以肉眼可见马斯克的压力也在逐渐凸显,他再也不像以前那么任性。至少在买下推特以后,为了向投资人明确自己将主要精力放在特斯拉的经营上,他不得不多次澄清不会长期担任推特CEO职务,会将更多精力用于关注特斯拉的经营。</p><p><strong>暴涨的销量、无尽的质疑,</strong><strong>比亚迪需要破除偏见</strong></p><p>在对比特斯拉与比亚迪的时候,铁粉们经常从具体产品性能的角度分析二者的优劣。但残酷的商场竞争有时候并不公平,好产品固然重要,但仅靠好产品并不一定能带领公司走向辉煌,判断一家公司的未来还要从更多的商业维度分析。</p><p>比亚迪便是如此,背负国产车“低劣”的刻板印象,一些人总是对比亚迪的产品力充满怀疑。</p><p>但不得不承认的是,时代变了。尤其在新能源汽车领域,国产车的地位已经不能再和十几年前对比了。</p><p>首先是销量,如果说特斯拉销量增速差强人意,那么比亚迪的销量增速则让人叹为观止。根据比亚迪官方消息,2022年比亚迪新能源乘用车销售186万辆,同比增幅超212%。需要注意的是,这里的新能源汽车包括大量油电混动车,如果仅看电动车,比亚迪的销量为91万辆,与特斯拉依然存在一定的差距。</p><p>比亚迪虽然也面临库存压力,但由于比亚迪采用的是传统汽车销售路径,库存还有大量经销商缓冲,加上其暴增的增速,所以二级市场并未对比亚迪的库存做出敏感反应。</p><p>相反,和特斯拉不及预期的增速对比明显,比亚迪的爆发表现颇受投资者赞赏。以至于前不久,著名的股票投资人、巴菲特的老搭档查理•芒格(Charlie Munger)都毫不避讳地表示:在中国市场,特斯拉与比亚迪相比相形见绌,这家中国电动汽车制造商是我迄今为止最喜欢的股票。</p><p>再看技术方面。无论车友、网友们意见如何,比亚迪在技术上对特斯拉造成的压力都是实打实的。在中国车企长期饱受诟病的自主技术方面,比亚迪已经扭转了局势。</p><p>在电池、电机、电控三大核心技术上,比亚迪已经当之无愧地夺得了全球领先位置。其研发的刀片电池充电循环寿命超4500次,即电池充电4500次后衰减低于20%,寿命是三元锂电池的3倍以上。以至于特斯拉都开始使用竞争对手比亚迪的刀片电池。截止目前,比亚迪拥有的专利已达3.8万件,超过全国电动汽车标准的80%都有比亚迪参与。如果现在还说比亚迪技术上没优势,简直有点睁眼撒谎了。</p><p>客观地说,在产品策略上,比亚迪比特斯拉更具优势。长期以来,特斯拉面对销量下滑都是采用简单粗暴的降价策略,这一策略饱受争议。虽然降价确实给新用户带来了利好,但事实上,降价几乎是特斯拉能采用的唯一促销策略。由于其过于简单的产品结构,特斯拉能够运用的营销手段非常有限,这一情况下,降价就成为了特斯拉促进销售的“救命稻草”。</p><p>比亚迪则不同,比亚迪的产品结构非常丰富,目前已发布车型超过20款,其在10万元以下、10-20万、20-30万、30万以上的价格带均有代表性车型,比亚迪可以利用很丰富的错位营销手段进行营销,给比亚迪未来的销售带来很大的想象空间。</p><p>如果说比亚迪的未来真的存在变数,那么最大的变数可能就来自消费者对国产车的质疑态度。国产车自身的信誉和形象已经成为国产优质品牌的最大负资产,但对国产车的不信任不能怪消费者。要知道,“欧拉芯片门”的丑闻还只是两年前的事,倒退三五年前,骗补、过度营销、减配等等丑闻更是屡见不鲜。</p><p>国内汽车的品牌成长依然不够成熟,实事求是地讲,国产汽车品牌都没有树立起足够独立的形象。国产车这个词在消费者眼中就是铁板一块,只要一家出事,几乎所有国产车企都要背负负面影响。这就造成比亚迪看似是一家独立车企,但在品牌形象树立方面,他几乎需要扭转全部国产车的信誉形象,才能完全和外资车企平起平坐。</p><p>国产车的形象问题并非凭空想象,国家层面都已经开始重视。2022年初,工业和信息化部印发了《关于做好2022年工业质量提升和品牌建设工作的通知》,通知中明确指出,要提出持续提升“中国制造”品牌形象,加强装备制造等重点行业品牌宣传,提升国产汽车品牌竞争力。当然,宣传是一方面,全体国产车“洁身自好”,自觉维护形象才是长久之计。</p><p>特斯拉、比亚迪的明争暗斗,短时间内还无法分出胜负。微观上说,这是两个品牌对行业霸主地位的争夺,宏观上看,这其实就是中美大国博弈的局部映射。</p><p>新能源汽车已经是科技大国们默许的必争之地,在传统能源向新能源转换的关键节点,谁夺取了先机,谁就夺取了未来百年的发展权利。特斯拉和比亚迪客观上确实代表了所在国电动汽车的最高水准,鹿死谁手,不仅关系到两家企业的存亡,也关系到国家间的命运之争。而我们每个消费者,都是这场争斗的亲身见证者、参与者。</p><p>数据参考:1.特斯拉2022年交付达131万辆 蝉联全球纯电动车销量冠军https://news.cnstock.com/news,bwkx-202301-5000417.htm2.特斯拉怎么了?https://wallstreetcn.com/articles/36790943.国产特斯拉库存破纪录 造车新势力也难逃传统4S店库存压力https://www.dongchedi.com/article/71645780345306649944.美媒:汽车电动化转型催生美国大规模建厂热潮http://www.cankaoxiaoxi.com/finance/20230103/2500609.shtml5.特斯拉销售不及预期,利润率成为焦点https://cn.wsj.com/articles/%E7%89%B9%E6%96%AF%E6%8B%89%E9%94%80%E5%94%AE%E4%B8%8D%E5%8F%8A%E9%A2%84%E6%9C%9F-%E5%88%A9%E6%B6%A6%E7%8E%87%E6%88%90%E4%B8%BA%E7%84%A6%E7%82%B9-116728039156.比亚迪:2022年新能源乘用车销售186万辆 同比增幅超212%https://news.bjx.com.cn/html/20230217/1289322.shtml7.比亚迪11月又爆产能了,销量和库存同升https://www.dongchedi.com/article/7172855852075565575</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\" 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.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特斯拉外强中干,比亚迪闷声发财?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-21 11:38 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023022111392084110ec3&s=b><strong>钛媒体</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>图片来源@视觉中国文|天天财经116,作者|大端近几年,如果说哪个行业的市场竞争最为轰轰烈烈,那么非电动汽车市场莫属了。从2010年中国官方发出第一笔购置补贴开始,全国电动车市场就开启风起云涌模式,各地网红企业如雨后春笋般崛起。彼时如果哪个城市没有自己的电动车品牌,一定会被人笑话产业陈旧、跟不上潮流。但短短13年后,随着补贴的盛极而衰,直到完全消失,潮水退去,“裸泳”的人不得不仓皇逃跑。截至...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023022111392084110ec3&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0823411888.USD":"法巴消费创新基金 Cap","LU0234572021.USD":"高盛美国核心股票组合Acc","LU2063271972.USD":"富兰克林创新领域基金","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH 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ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023022111392084110ec3&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2313227057","content_text":"图片来源@视觉中国文|天天财经116,作者|大端近几年,如果说哪个行业的市场竞争最为轰轰烈烈,那么非电动汽车市场莫属了。从2010年中国官方发出第一笔购置补贴开始,全国电动车市场就开启风起云涌模式,各地网红企业如雨后春笋般崛起。彼时如果哪个城市没有自己的电动车品牌,一定会被人笑话产业陈旧、跟不上潮流。但短短13年后,随着补贴的盛极而衰,直到完全消失,潮水退去,“裸泳”的人不得不仓皇逃跑。截至2022年10月,国内已有至少27家新能源汽车产业链公司破产或破产重整。曾经红极一时的博郡、陆地方舟、知豆等网红车企已被历史碾进尘埃。现在的纯电汽车市场,两极分化严重,主要市场基本成为特斯拉、比亚迪两家巨头的“风云雄霸”天下。想象中的商战刀光剑影、运筹帷幄,现实中的商战却免不了拉横幅、在线对骂等接地气操作。特斯拉和比亚迪之争尤其如此,随便打开一款社交媒体,搜索双方关键词都能看到不少对喷记录,在各自的车友群里,讽刺对方的段子更是不计可数。然而,铁粉的口水战并不能决定双方的真实实力,归根结底,一切还要用事实说话。销量增、股价跌,一脚油门一脚刹车的特斯拉作为电动汽车行业内当之无愧的全球明星企业,特斯拉的销量始终占据全球电动汽车销量榜首。但这种明星光环给企业带来的也并非全是好处,过多的关注导致特斯拉的销售表现一旦趋弱,资本市场就立即给予敏感回应。即使特斯拉始终维持增长态势,即使特斯拉始终占据榜首,也很难完全填饱资本的胃口。特斯拉现在面临的主要问题就在于此,不是不好,而是不够好。纵观特斯拉2022年销售记录,特斯拉全球总交付量131万辆,相比2021年增长40%;产能137万辆,同比增长约47%,其中第四季度生产了439701辆,交付405278辆,再次创下新的交付记录。这也印证了特斯拉铁粉们一直谐谑的那句梗:确实刹不住,销量刹不住了。但投资者们看问题的角度和铁粉们大相径庭,虽然销量在增长,但增长速度明显不及预期。40%的增速可能值得铁粉们吹嘘一番,但对于投资者来说,这个增速不仅低于已经调整后的市场预期,也低于特斯拉自身曾夸下的“每年交付增速50%”的海口。尤其在1月2日特斯拉公布第四季度销量情况以后,特斯拉连续3个季度增速低于市场预期,资本市场终于无法忍受特斯拉的“龟速”增长,股市应声大跌,盘中一度暴跌15%,创两年多来最大跌幅,回首整个2022年,特斯拉股价综合暴跌达60%,堪称股价“滑铁卢”。当然,股票市场总是跌宕起伏,跌得越快、回调越快,随着年底巴菲特抄底入手特斯拉,进入2023年以来,特斯拉股票已经回涨到200点上下,然而距离曾经300多点的高位仍有不小的距离。这一跌,马斯克世界首富的位置不保倒在其次,真正的危机在于掩埋于繁荣之下的问题都会在繁荣退潮时露出水面。特斯拉面临的问题并不算小。首先是高企的库存,随着德州超级工厂、柏林超级工厂的投产,特斯拉的产量稳步增长,但销量的增长却难以消化高企的产能。曾经为产能挠头的特斯拉,现在也终于沦落到为销售发愁。根据摩根士丹利的报告,由于产量超过交付量近56000辆,特斯拉的渠道库存在一年内翻了两番,对于大多数汽车厂商来说,还有经销商缓解库存压力,但特斯拉的直销模式注定库存只能全部自己抗,因此股票市场对特斯拉库存上升的反应尤其强烈。库存高企的基本面依然在中国市场,上海超级工厂的单日产能几乎是海外工厂的30倍,依然支撑着特斯拉的大部分产能,以2022年10月的数据为例,上海超级工厂产量为87706辆,交付量为71704辆,二者之差约1.6万辆。仅上海工厂一个月的库存新增就高达1.6万辆,特斯拉的库存压力可想而知。增速下降,库存高企。一般企业的逻辑就是裁员,削弱产能、节省支出,但特斯拉偏偏难以做得如此直白。作为被资本紧盯的明星企业,特斯拉只要放出裁员消息,资本市场就会立刻对公司经营情况做出悲观判读,股价随之下跌。2022年6月,马斯克在一封内部邮件中透露将裁员10%,消息一出,股价应声跌去近10%,特斯拉市值减少超过730亿美元。这让洒脱的马斯克也不得不回到现实,在推特上回应将保持员工总数。但这样的硬挺也只是权宜之计,这波裁员计划并未彻底搁置,2022年12月,伴随着暴跌大势,特斯拉谨慎地再次放出裁员消息,在一系列利空消息的掩护下,最大限度减少了因裁员带来的市值跌损。另外,特斯拉前景堪忧的深层压力还来自传统汽车巨头的挤压。面临来势汹汹的特斯拉,传统汽车巨头们并没有像当年的诺基亚、柯达一样坐以待毙,而是积极向新能源转型。在特斯拉的老家,同时也是第一大消费市场美国,传统汽车厂商们纷纷开始投资电动汽车,根据《华尔街日报》报道,近年来美国掀起了汽车建厂热潮,仅2021年承诺的新汽车工厂投资额便达370亿美元,而在2017年,这个数字仅为90亿美元。2022年的前11个月,在美国承诺用于投资新汽车工厂的资金已达330亿美元左右,与前一年不相上下。新建的汽车工厂主要便是与特斯拉竞争的电动车。在通用、雪佛兰等传统巨头的挤压下,特斯拉想在美国电动汽车市场保持71%的超高占有率几乎是不可能的。库存、股票、竞争等因素的共同作用下,特斯拉的2022年过得极其艰难。更可怕的是,这种艰难似乎刚刚开始。如果特斯拉的表现持续不及预期,不排除愤怒的投资人联手将马斯克拉下领导层的可能。所以肉眼可见马斯克的压力也在逐渐凸显,他再也不像以前那么任性。至少在买下推特以后,为了向投资人明确自己将主要精力放在特斯拉的经营上,他不得不多次澄清不会长期担任推特CEO职务,会将更多精力用于关注特斯拉的经营。暴涨的销量、无尽的质疑,比亚迪需要破除偏见在对比特斯拉与比亚迪的时候,铁粉们经常从具体产品性能的角度分析二者的优劣。但残酷的商场竞争有时候并不公平,好产品固然重要,但仅靠好产品并不一定能带领公司走向辉煌,判断一家公司的未来还要从更多的商业维度分析。比亚迪便是如此,背负国产车“低劣”的刻板印象,一些人总是对比亚迪的产品力充满怀疑。但不得不承认的是,时代变了。尤其在新能源汽车领域,国产车的地位已经不能再和十几年前对比了。首先是销量,如果说特斯拉销量增速差强人意,那么比亚迪的销量增速则让人叹为观止。根据比亚迪官方消息,2022年比亚迪新能源乘用车销售186万辆,同比增幅超212%。需要注意的是,这里的新能源汽车包括大量油电混动车,如果仅看电动车,比亚迪的销量为91万辆,与特斯拉依然存在一定的差距。比亚迪虽然也面临库存压力,但由于比亚迪采用的是传统汽车销售路径,库存还有大量经销商缓冲,加上其暴增的增速,所以二级市场并未对比亚迪的库存做出敏感反应。相反,和特斯拉不及预期的增速对比明显,比亚迪的爆发表现颇受投资者赞赏。以至于前不久,著名的股票投资人、巴菲特的老搭档查理•芒格(Charlie Munger)都毫不避讳地表示:在中国市场,特斯拉与比亚迪相比相形见绌,这家中国电动汽车制造商是我迄今为止最喜欢的股票。再看技术方面。无论车友、网友们意见如何,比亚迪在技术上对特斯拉造成的压力都是实打实的。在中国车企长期饱受诟病的自主技术方面,比亚迪已经扭转了局势。在电池、电机、电控三大核心技术上,比亚迪已经当之无愧地夺得了全球领先位置。其研发的刀片电池充电循环寿命超4500次,即电池充电4500次后衰减低于20%,寿命是三元锂电池的3倍以上。以至于特斯拉都开始使用竞争对手比亚迪的刀片电池。截止目前,比亚迪拥有的专利已达3.8万件,超过全国电动汽车标准的80%都有比亚迪参与。如果现在还说比亚迪技术上没优势,简直有点睁眼撒谎了。客观地说,在产品策略上,比亚迪比特斯拉更具优势。长期以来,特斯拉面对销量下滑都是采用简单粗暴的降价策略,这一策略饱受争议。虽然降价确实给新用户带来了利好,但事实上,降价几乎是特斯拉能采用的唯一促销策略。由于其过于简单的产品结构,特斯拉能够运用的营销手段非常有限,这一情况下,降价就成为了特斯拉促进销售的“救命稻草”。比亚迪则不同,比亚迪的产品结构非常丰富,目前已发布车型超过20款,其在10万元以下、10-20万、20-30万、30万以上的价格带均有代表性车型,比亚迪可以利用很丰富的错位营销手段进行营销,给比亚迪未来的销售带来很大的想象空间。如果说比亚迪的未来真的存在变数,那么最大的变数可能就来自消费者对国产车的质疑态度。国产车自身的信誉和形象已经成为国产优质品牌的最大负资产,但对国产车的不信任不能怪消费者。要知道,“欧拉芯片门”的丑闻还只是两年前的事,倒退三五年前,骗补、过度营销、减配等等丑闻更是屡见不鲜。国内汽车的品牌成长依然不够成熟,实事求是地讲,国产汽车品牌都没有树立起足够独立的形象。国产车这个词在消费者眼中就是铁板一块,只要一家出事,几乎所有国产车企都要背负负面影响。这就造成比亚迪看似是一家独立车企,但在品牌形象树立方面,他几乎需要扭转全部国产车的信誉形象,才能完全和外资车企平起平坐。国产车的形象问题并非凭空想象,国家层面都已经开始重视。2022年初,工业和信息化部印发了《关于做好2022年工业质量提升和品牌建设工作的通知》,通知中明确指出,要提出持续提升“中国制造”品牌形象,加强装备制造等重点行业品牌宣传,提升国产汽车品牌竞争力。当然,宣传是一方面,全体国产车“洁身自好”,自觉维护形象才是长久之计。特斯拉、比亚迪的明争暗斗,短时间内还无法分出胜负。微观上说,这是两个品牌对行业霸主地位的争夺,宏观上看,这其实就是中美大国博弈的局部映射。新能源汽车已经是科技大国们默许的必争之地,在传统能源向新能源转换的关键节点,谁夺取了先机,谁就夺取了未来百年的发展权利。特斯拉和比亚迪客观上确实代表了所在国电动汽车的最高水准,鹿死谁手,不仅关系到两家企业的存亡,也关系到国家间的命运之争。而我们每个消费者,都是这场争斗的亲身见证者、参与者。数据参考:1.特斯拉2022年交付达131万辆 蝉联全球纯电动车销量冠军https://news.cnstock.com/news,bwkx-202301-5000417.htm2.特斯拉怎么了?https://wallstreetcn.com/articles/36790943.国产特斯拉库存破纪录 造车新势力也难逃传统4S店库存压力https://www.dongchedi.com/article/71645780345306649944.美媒:汽车电动化转型催生美国大规模建厂热潮http://www.cankaoxiaoxi.com/finance/20230103/2500609.shtml5.特斯拉销售不及预期,利润率成为焦点https://cn.wsj.com/articles/%E7%89%B9%E6%96%AF%E6%8B%89%E9%94%80%E5%94%AE%E4%B8%8D%E5%8F%8A%E9%A2%84%E6%9C%9F-%E5%88%A9%E6%B6%A6%E7%8E%87%E6%88%90%E4%B8%BA%E7%84%A6%E7%82%B9-116728039156.比亚迪:2022年新能源乘用车销售186万辆 同比增幅超212%https://news.bjx.com.cn/html/20230217/1289322.shtml7.比亚迪11月又爆产能了,销量和库存同升https://www.dongchedi.com/article/7172855852075565575","news_type":1},"isVote":1,"tweetType":1,"viewCount":2177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":622696983,"gmtCreate":1675420563142,"gmtModify":1675420709626,"author":{"id":"3513812381524731","authorId":"3513812381524731","name":"特斯拉粉丝1987","avatar":"https://static.tigerbbs.com/25ef04119d28cd3b48989e43fdba2107","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3513812381524731","authorIdStr":"3513812381524731"},"themes":[],"htmlText":"牛逼","listText":"牛逼","text":"牛逼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/622696983","repostId":"2308853563","repostType":2,"repost":{"id":"2308853563","kind":"news","pubTimestamp":1675417876,"share":"https://www.laohu8.com/m/news/2308853563?lang=&edition=full","pubTime":"2023-02-03 17:51","market":"us","language":"zh","title":"开年“狂飙” 特斯拉1月狂销6.6万辆","url":"https://stock-news.laohu8.com/highlight/detail?id=2308853563","media":"上海证券报·中国证券网","summary":"上证报中国证券网讯(记者 宋薇萍)据乘联会刚刚发布的销量数据显示,特斯拉1月销量预估6.6万辆,同比环比双增长,不但创造了自身历史最好成绩,也进一步激发纯电出行的消费热情,让新能源汽车取代传统燃油车更显示出强劲的市场潜力。据中国汽车流通协会刚刚出具的《2022年度中国汽车品牌保值率报告》显示:特斯拉Model Y以87.29%的成绩夺得纯电动车保值率冠军,Model 3则夺得中型电动车头名,而Model X位列纯电动中大型SUV第一名,特斯拉也由此成为榜单中拥有高保值率车型最多的纯电动车品牌。据乘联会预测,2023年中国新能源乘用车销量将达到850万辆,渗透率将达36%。","content":"<div>\n<p>上证报中国证券网讯(记者 宋薇萍)据乘联会刚刚发布的销量数据显示,特斯拉1月销量预估6.6万辆,同比环比双增长,不但创造了自身历史最好成绩,也进一步激发纯电出行的消费热情,让新能源汽车取代传统燃油车更显示出强劲的市场潜力。据中国汽车流通协会刚刚出具的《2022年度中国汽车品牌保值率报告》显示:特斯拉Model Y以87.29%的成绩夺得纯电动车保值率冠军,Model 3则夺得中型电动车头名,而...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023020317521282b428f6&s=b\">Web Link</a>\n\n</div>\n","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>开年“狂飙” 特斯拉1月狂销6.6万辆</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{ 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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开年“狂飙” 特斯拉1月狂销6.6万辆\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-03 17:51 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023020317521282b428f6&s=b><strong>上海证券报·中国证券网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>上证报中国证券网讯(记者 宋薇萍)据乘联会刚刚发布的销量数据显示,特斯拉1月销量预估6.6万辆,同比环比双增长,不但创造了自身历史最好成绩,也进一步激发纯电出行的消费热情,让新能源汽车取代传统燃油车更显示出强劲的市场潜力。据中国汽车流通协会刚刚出具的《2022年度中国汽车品牌保值率报告》显示:特斯拉Model Y以87.29%的成绩夺得纯电动车保值率冠军,Model 3则夺得中型电动车头名,而...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023020317521282b428f6&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4555":"新能源车","LU2063271972.USD":"富兰克林创新领域基金","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","TSLA":"特斯拉","BK4527":"明星科技股","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU1852331112.SGD":"Blackrock World 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宋薇萍)据乘联会刚刚发布的销量数据显示,特斯拉1月销量预估6.6万辆,同比环比双增长,不但创造了自身历史最好成绩,也进一步激发纯电出行的消费热情,让新能源汽车取代传统燃油车更显示出强劲的市场潜力。据中国汽车流通协会刚刚出具的《2022年度中国汽车品牌保值率报告》显示:特斯拉Model Y以87.29%的成绩夺得纯电动车保值率冠军,Model 3则夺得中型电动车头名,而Model X位列纯电动中大型SUV第一名,特斯拉也由此成为榜单中拥有高保值率车型最多的纯电动车品牌。据乘联会预测,2023年中国新能源乘用车销量将达到850万辆,渗透率将达36%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":936,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":662134530,"gmtCreate":1666249990720,"gmtModify":1666249994846,"author":{"id":"3513812381524731","authorId":"3513812381524731","name":"特斯拉粉丝1987","avatar":"https://static.tigerbbs.com/25ef04119d28cd3b48989e43fdba2107","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3513812381524731","authorIdStr":"3513812381524731"},"themes":[],"htmlText":"必须可以啊,过比亚迪?是对手嘛","listText":"必须可以啊,过比亚迪?是对手嘛","text":"必须可以啊,过比亚迪?是对手嘛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/662134530","repostId":"1113963005","repostType":2,"repost":{"id":"1113963005","kind":"news","pubTimestamp":1666243542,"share":"https://www.laohu8.com/m/news/1113963005?lang=&edition=full","pubTime":"2022-10-20 13:25","market":"us","language":"zh","title":"特斯拉还想超苹果?先过比亚迪吧","url":"https://stock-news.laohu8.com/highlight/detail?id=1113963005","media":"字母榜","summary":"让华尔街担忧的是特斯拉在中国市场面临的激烈竞争。","content":"<html><head></head><body><p>文/刘星志</p><p>尽管<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>新一季财报数据不及预期,但依然挡不住CEO马斯克继续放卫星,“我认为特斯拉处于市值超过<a href=\"https://laohu8.com/S/AAPL\">苹果</a>和沙特阿美之和的正轨之上。我预计特斯拉市值将达到沙特阿美的两倍!”</p><p>北京时间10月20日凌晨,特斯拉发布了其2022年三季度财报。数据显示,三季度特斯拉营业收入214.54亿美元,同比增长56%,创下单季营收新高,但仍低于分析师预期的220.9亿美元。这是自2021年第三季度以来,特斯拉营收首次低于华尔街预期。</p><p>三季度特斯拉调整后净利润32.92亿美元,同比增长75%,略低于一季度的33.18亿美元,但高于分析师预期的32亿美元;汽车业务毛利率27.9%,低于外界预期的28.4%。值得注意的是,特斯拉汽车业务毛利率已经连续两个季度低于30%。</p><p>受上述消息影响,特斯拉盘后跌幅达到6.28%。</p><p>虽然三季度交出的答卷不达预期,但特斯拉CEO马斯克保持了一贯的乐观态度。展望第四季度,马斯克表示:“似乎我们将拥有史诗般的年尾(epic end of year)。”</p><p><img src=\"https://static.tigerbbs.com/7b411c65c2d0079fafe213ea3345c24c\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\"/></p><p>此外,马斯克也对外界最为关注的需求疲软问题做出回应,“预计汽车交付量将在四季度创新纪录,公司预计四季度车辆需求将‘相当不错’。”</p><p>早在业绩公布半个月前,10月3日,特斯拉公布的第三季度新车产销数据,就给投资者打了“预防针”。</p><p>数据显示,今年三季度,特斯拉生产了365,923辆汽车,包括19935辆Model S / X和345988辆Model 3 / Y;同期交付了343,830辆汽车,包括18672辆Model S / X和325158辆Model 3 / Y,同比增长42.4%、环比增长34.9%,并创下单季交付纪录。</p><p>但这一数据并未达到外界预期。数据发布后,此前长期看涨特斯拉的<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析师Adam Jonas也调整了预期,他将特斯拉的全年交付量预测从之前的137万辆下调至131万辆,而2023全年的预测从200万辆降至180万辆。</p><p>产量与销量之间相差的2.2万辆缺口也引起了外界担忧。财报中,特斯拉将其归咎于运输和物流问题,但这一说法并不能让外界信服,分析师担忧,如果这一状况不能得到改善,可能意味着特斯拉面临需求疲软问题,这将严重影响公司未来的业绩增长。</p><p>中国市场的需求状况最令分析师担忧。<a href=\"https://laohu8.com/S/RY\">加拿大皇家银行</a>资本市场(RBC Capital Markets)表示:“目前最令人担忧的是中国的需求,因为交付周期似乎在缩短。”特斯拉官网显示,后驱版Model Y交付周期在1-4周;而Model Y其他版本和Model 3的交付周期均为4-8周。</p><p>交付周期缩短,固然与上海工厂产能提升有关,但让华尔街担忧的是特斯拉在中国市场面临的激烈竞争。</p><p>10月3日,<a href=\"https://laohu8.com/S/002594\">比亚迪</a>紧随特斯拉,公布了车辆销售数据。数据显示,今年三季度,比亚迪新能源乘用车累计销量为537,164辆,同比增长187.01%,其中九月单月销量更是突破20万,达到201,259辆,同比增长151.2%。</p><p>这已经是比亚迪挤掉特斯拉、连续三个月位居全球新能源汽车销量第一。尽管中国市场的表现仍旧是特斯拉最为亮眼的部分,但在越发激烈的中国车企竞争之下,外界不免担忧:特斯拉的高增长神话还能维持多久?</p><p><b>A</b></p><p>尽管业绩不达预期,财报电话会上的马斯克仍旧是那个“乐观男孩”。针对外界最关心的问题,马斯克的一系列回应也给投资者吃下了一颗“定心丸”。</p><p>首先是外界最为关注的需求问题。高通胀、欧洲能源问题,以及中国市场走弱的迹象,无不让外界担忧特斯拉将迎来需求疲软,进而增速放缓。先于业绩公布的三季度产销状况不达预期,则进一步放大了外界对特斯拉需求问题的担忧。产销数据公布到财报发布前,特斯拉股价承压,下跌近10%。</p><p>从今年三季度的产量与交付量之间存在2.2万辆缺口来看,一些分析师认为特斯拉的产量超出了销量,出现需求疲软的迹象。中国市场交付周期的缩短则加重了外界的这一质疑。</p><p>但特斯拉在一份声明中表示,公司第三季度生产的所有汽车都已被客户订购,但该公司在确保足够的运输来交付这些车辆方面面临挑战。</p><p><img src=\"https://static.tigerbbs.com/675312c731944d4810dc87b996713388\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\"/></p><p>财报电话会上,马斯克则进一步解释了这个问题。马斯克称,新车交付受阻的主要原因是“没有足够多的船只,没有足够多的火车,没有足够多的货车”。</p><p>按照这一说法,产量与交付量的缺口并非库存,而是“堵”在了路上。特斯拉高管也警告称,交付问题将继续存在,这或将导致第四季度特斯拉交付量增长低于50%,而产量增长高于50%;换句话说,缺口仍会存在,且可能扩大。</p><p>除此之外,马斯克还放出一系列利好消息,以进一步打消外界的疑虑。虽然交付的车可能会堵在公路、铁路,甚至海上,但财报电话会上马斯克仍表示,四季度的交付将创纪录,特斯拉将拥有“史诗般的年尾”。</p><p>此外,马斯克透露,特斯拉正在研究造价更低的下一代车辆平台,并将介入原材料生产。马斯克在会上确认特斯拉正在美国德州修建锂冶炼厂。</p><p>马斯克和高管认为,尽管大多数大宗商品价格正在下滑,但电池级锂的价格仍在上涨,且运费高得离谱。而上述一系列举措将有助于特斯拉长期控制成本。“如果我们不得不通过挖矿来获取电动汽车原材料,那我们就会去挖矿。”马斯克表示。</p><p>此外,马斯克还透露了一些业务的新进展,比如重申FSD(全自动驾驶)将在四季度发布,12月将向百事“亲手交付”Semi卡车,多次跳票的Cybertruck有望在2023年前期投产等。</p><p>为了提振股价,财报电话会上,特斯拉高管还透露了可能会回购50-100亿美元股票的消息,但并未说明实施细节。</p><p><b>B</b></p><p>除了这些短期目标,对于特斯拉股价的远景,马斯克放起了卫星。马斯克称:“我认为特斯拉处于市值超过苹果和沙特阿美之和的正轨之上。我预计特斯拉市值将达到沙特阿美的两倍!”</p><p>从打消投资者疑虑,到大放卫星,在马斯克眼中,如果抛去业绩数据不谈的话,特斯拉表现极佳,前景广阔。</p><p>分析师担忧的需求疲软问题,被马斯克和高管用运输问题解释——车不是卖不出去,而是堵在了路上;四季度的需求十分强劲,产量和交付量将再创新高。据teslarati报道,分析师Trip Chowdhry预测,特斯拉2022年第四季度全球交付量将达到51.1万辆。</p><p>这一预测并不出乎意料,一大原因在于特斯拉的交付有很强的季节性因素。以2021年为例,特斯拉交付量达到了93万辆,但上半年仅交付38万辆新车交付,下半年交付量却暴增到接近60万辆。</p><p>但即使达成分析师预测的51.1万辆交付数据,特斯拉也无法完成其之前定下的目标。特斯拉曾表示未来几年汽车交付量将实现50%的平均年增长。这意味着特斯拉需要在2022年生产150万辆汽车。</p><p>前三个季度,特斯拉共交付91万辆汽车,距离150万辆的目标还差59万辆,这无疑是一个巨大的挑战。值得注意的是,特斯拉全年目标的难以实现,与上海工厂产量二季度受到疫情影响有很大关系。</p><p><img src=\"https://static.tigerbbs.com/4d8887ef1cd800568147b1f7aae76736\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\"/></p><p>除去产销量数据以外,特斯拉还面临盈利能力下滑的问题。据财报数据,今年三季度特斯拉非美国通用会计准则(GAAP)口径下调整后每股收益(EPS)为1.05美元,同比增长69%,略低于一季度所创的EPS最高纪录1.07美元,高于分析师预期的1.01美元;GAAP口径下毛利率25.1%,低于分析师预期的26.6%,与去年三季度持平。</p><p>而三季度特斯拉汽车业务毛利率27.9%,低于分析师预期的28.4%,且连续第二个季度低于30%。去年下半年到今年一季度,该项数据均高于30%。这还是在特斯拉多次提价,单季营收创纪录的情况下。</p><p><b>C</b></p><p>与特斯拉相比,比亚迪今年的表现则相当亮眼。10月3日,比亚迪公布了业绩预期,其三季度销量超过了特斯拉,同比增长超过150%。借由三季度的强劲增长,比亚迪前九个月销量约118万辆,同比增长249.56%。</p><p>实际上,今年7月,车企公布上半年成绩单时,比亚迪就以64万辆的成绩超越特斯拉的56万辆,成为2022年上半年全球新能源汽车销冠。</p><p>但此前外界认为,比亚迪增长最快的是混动车型,而特斯拉销售的是纯电车型,比亚迪的价位也和特斯拉有一定差距,二者属于错位竞争。此外,正是由于价格等因素上的差别,比亚迪利润率远低于特斯拉,赚钱能力弱是比亚迪的“硬伤”。</p><p>但在销量大涨的情况下,规模效应逐渐显现,比亚迪的盈利也节节攀升。</p><p>从季度数据来看,今年一、二季度,比亚迪实现营业收入668.25亿元、837.82亿元,同比增长63.02%、67.92%,对应的净利润为8.08亿元、27.87亿元,同比增长240.59%、197.67%;扣非净利润为5.14亿元、25.15亿元,同比增长729.44%、458.60%。</p><p>而到了三季度,比亚迪盈利能力进一步增长,预计实现净利润55.05-59.05亿元,较去年同期的12.70亿元增长333.60%-365.11%;预计扣非净利润为50.71-57.71亿元,较去年同期的5.18亿元增长879.37%-1014.57%,利润同比涨幅最高达到十倍。</p><p>毫无疑问,在营收和利润上,比亚迪与特斯拉仍有不小的差距,但在特斯拉增长放缓,毛利率下降,而比亚迪快速增长的情况下,二者的差距正在缩小。</p><p><img src=\"https://static.tigerbbs.com/4cc3f848175109411126d432964d5b1f\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\"/></p><p>此外,特斯拉在国内不止面对比亚迪一个对手,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、理想、<a href=\"https://laohu8.com/S/601127\">赛力斯</a>等品牌虽不能对特斯拉造成正面冲击,但也在一定程度上瓜分着特斯拉的潜在市场份额。</p><p>而且,国内品牌的影响力已经不只局限于国内市场,激烈的竞争之下,不少品牌将目光投向海外。在对新能源大力支持的挪威打前站,再向欧洲其他地区辐射,已经成为造车新势力的惯常操作。</p><p>但新势力在出海上更追求品牌声量,公开数据显示,2022年1~8月,<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>在挪威的交付量仅600辆左右,不及特斯拉的零头。</p><p>相比之下,比亚迪出海则更看重销量,相对务实。而在出海策略上,比亚迪选择了与特斯拉相似的逻辑——建厂。9月8日,比亚迪签约泰国WHA工业园,正式签署土地认购、建厂相关协议。这标志着比亚迪全资投建的首个海外乘用车工厂正式在泰国落地,出海布局再落一子。</p><p>对于这种形势,<a href=\"https://laohu8.com/S/SPGI\">标普全球</a>评级在最近的一份报告中直言,特斯拉需要在2025年之前扩大产品范围,来增强竞争力对抗一系列新老对手。</p></body></html>","source":"ZMB","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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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特斯拉还想超苹果?先过比亚迪吧\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-20 13:25 北京时间 <a href=https://finance.sina.com.cn/tech/csj/2022-10-20/doc-imqmmthc1514779.shtml><strong>字母榜</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文/刘星志尽管特斯拉新一季财报数据不及预期,但依然挡不住CEO马斯克继续放卫星,“我认为特斯拉处于市值超过苹果和沙特阿美之和的正轨之上。我预计特斯拉市值将达到沙特阿美的两倍!”北京时间10月20日凌晨,特斯拉发布了其2022年三季度财报。数据显示,三季度特斯拉营业收入214.54亿美元,同比增长56%,创下单季营收新高,但仍低于分析师预期的220.9亿美元。这是自2021年第三季度以来,特斯拉营收...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/csj/2022-10-20/doc-imqmmthc1514779.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4d8887ef1cd800568147b1f7aae76736","relate_stocks":{"002594":"比亚迪","01211":"比亚迪股份","TSLA":"特斯拉"},"source_url":"https://finance.sina.com.cn/tech/csj/2022-10-20/doc-imqmmthc1514779.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113963005","content_text":"文/刘星志尽管特斯拉新一季财报数据不及预期,但依然挡不住CEO马斯克继续放卫星,“我认为特斯拉处于市值超过苹果和沙特阿美之和的正轨之上。我预计特斯拉市值将达到沙特阿美的两倍!”北京时间10月20日凌晨,特斯拉发布了其2022年三季度财报。数据显示,三季度特斯拉营业收入214.54亿美元,同比增长56%,创下单季营收新高,但仍低于分析师预期的220.9亿美元。这是自2021年第三季度以来,特斯拉营收首次低于华尔街预期。三季度特斯拉调整后净利润32.92亿美元,同比增长75%,略低于一季度的33.18亿美元,但高于分析师预期的32亿美元;汽车业务毛利率27.9%,低于外界预期的28.4%。值得注意的是,特斯拉汽车业务毛利率已经连续两个季度低于30%。受上述消息影响,特斯拉盘后跌幅达到6.28%。虽然三季度交出的答卷不达预期,但特斯拉CEO马斯克保持了一贯的乐观态度。展望第四季度,马斯克表示:“似乎我们将拥有史诗般的年尾(epic end of year)。”此外,马斯克也对外界最为关注的需求疲软问题做出回应,“预计汽车交付量将在四季度创新纪录,公司预计四季度车辆需求将‘相当不错’。”早在业绩公布半个月前,10月3日,特斯拉公布的第三季度新车产销数据,就给投资者打了“预防针”。数据显示,今年三季度,特斯拉生产了365,923辆汽车,包括19935辆Model S / X和345988辆Model 3 / Y;同期交付了343,830辆汽车,包括18672辆Model S / X和325158辆Model 3 / Y,同比增长42.4%、环比增长34.9%,并创下单季交付纪录。但这一数据并未达到外界预期。数据发布后,此前长期看涨特斯拉的摩根士丹利分析师Adam Jonas也调整了预期,他将特斯拉的全年交付量预测从之前的137万辆下调至131万辆,而2023全年的预测从200万辆降至180万辆。产量与销量之间相差的2.2万辆缺口也引起了外界担忧。财报中,特斯拉将其归咎于运输和物流问题,但这一说法并不能让外界信服,分析师担忧,如果这一状况不能得到改善,可能意味着特斯拉面临需求疲软问题,这将严重影响公司未来的业绩增长。中国市场的需求状况最令分析师担忧。加拿大皇家银行资本市场(RBC Capital Markets)表示:“目前最令人担忧的是中国的需求,因为交付周期似乎在缩短。”特斯拉官网显示,后驱版Model Y交付周期在1-4周;而Model Y其他版本和Model 3的交付周期均为4-8周。交付周期缩短,固然与上海工厂产能提升有关,但让华尔街担忧的是特斯拉在中国市场面临的激烈竞争。10月3日,比亚迪紧随特斯拉,公布了车辆销售数据。数据显示,今年三季度,比亚迪新能源乘用车累计销量为537,164辆,同比增长187.01%,其中九月单月销量更是突破20万,达到201,259辆,同比增长151.2%。这已经是比亚迪挤掉特斯拉、连续三个月位居全球新能源汽车销量第一。尽管中国市场的表现仍旧是特斯拉最为亮眼的部分,但在越发激烈的中国车企竞争之下,外界不免担忧:特斯拉的高增长神话还能维持多久?A尽管业绩不达预期,财报电话会上的马斯克仍旧是那个“乐观男孩”。针对外界最关心的问题,马斯克的一系列回应也给投资者吃下了一颗“定心丸”。首先是外界最为关注的需求问题。高通胀、欧洲能源问题,以及中国市场走弱的迹象,无不让外界担忧特斯拉将迎来需求疲软,进而增速放缓。先于业绩公布的三季度产销状况不达预期,则进一步放大了外界对特斯拉需求问题的担忧。产销数据公布到财报发布前,特斯拉股价承压,下跌近10%。从今年三季度的产量与交付量之间存在2.2万辆缺口来看,一些分析师认为特斯拉的产量超出了销量,出现需求疲软的迹象。中国市场交付周期的缩短则加重了外界的这一质疑。但特斯拉在一份声明中表示,公司第三季度生产的所有汽车都已被客户订购,但该公司在确保足够的运输来交付这些车辆方面面临挑战。财报电话会上,马斯克则进一步解释了这个问题。马斯克称,新车交付受阻的主要原因是“没有足够多的船只,没有足够多的火车,没有足够多的货车”。按照这一说法,产量与交付量的缺口并非库存,而是“堵”在了路上。特斯拉高管也警告称,交付问题将继续存在,这或将导致第四季度特斯拉交付量增长低于50%,而产量增长高于50%;换句话说,缺口仍会存在,且可能扩大。除此之外,马斯克还放出一系列利好消息,以进一步打消外界的疑虑。虽然交付的车可能会堵在公路、铁路,甚至海上,但财报电话会上马斯克仍表示,四季度的交付将创纪录,特斯拉将拥有“史诗般的年尾”。此外,马斯克透露,特斯拉正在研究造价更低的下一代车辆平台,并将介入原材料生产。马斯克在会上确认特斯拉正在美国德州修建锂冶炼厂。马斯克和高管认为,尽管大多数大宗商品价格正在下滑,但电池级锂的价格仍在上涨,且运费高得离谱。而上述一系列举措将有助于特斯拉长期控制成本。“如果我们不得不通过挖矿来获取电动汽车原材料,那我们就会去挖矿。”马斯克表示。此外,马斯克还透露了一些业务的新进展,比如重申FSD(全自动驾驶)将在四季度发布,12月将向百事“亲手交付”Semi卡车,多次跳票的Cybertruck有望在2023年前期投产等。为了提振股价,财报电话会上,特斯拉高管还透露了可能会回购50-100亿美元股票的消息,但并未说明实施细节。B除了这些短期目标,对于特斯拉股价的远景,马斯克放起了卫星。马斯克称:“我认为特斯拉处于市值超过苹果和沙特阿美之和的正轨之上。我预计特斯拉市值将达到沙特阿美的两倍!”从打消投资者疑虑,到大放卫星,在马斯克眼中,如果抛去业绩数据不谈的话,特斯拉表现极佳,前景广阔。分析师担忧的需求疲软问题,被马斯克和高管用运输问题解释——车不是卖不出去,而是堵在了路上;四季度的需求十分强劲,产量和交付量将再创新高。据teslarati报道,分析师Trip Chowdhry预测,特斯拉2022年第四季度全球交付量将达到51.1万辆。这一预测并不出乎意料,一大原因在于特斯拉的交付有很强的季节性因素。以2021年为例,特斯拉交付量达到了93万辆,但上半年仅交付38万辆新车交付,下半年交付量却暴增到接近60万辆。但即使达成分析师预测的51.1万辆交付数据,特斯拉也无法完成其之前定下的目标。特斯拉曾表示未来几年汽车交付量将实现50%的平均年增长。这意味着特斯拉需要在2022年生产150万辆汽车。前三个季度,特斯拉共交付91万辆汽车,距离150万辆的目标还差59万辆,这无疑是一个巨大的挑战。值得注意的是,特斯拉全年目标的难以实现,与上海工厂产量二季度受到疫情影响有很大关系。除去产销量数据以外,特斯拉还面临盈利能力下滑的问题。据财报数据,今年三季度特斯拉非美国通用会计准则(GAAP)口径下调整后每股收益(EPS)为1.05美元,同比增长69%,略低于一季度所创的EPS最高纪录1.07美元,高于分析师预期的1.01美元;GAAP口径下毛利率25.1%,低于分析师预期的26.6%,与去年三季度持平。而三季度特斯拉汽车业务毛利率27.9%,低于分析师预期的28.4%,且连续第二个季度低于30%。去年下半年到今年一季度,该项数据均高于30%。这还是在特斯拉多次提价,单季营收创纪录的情况下。C与特斯拉相比,比亚迪今年的表现则相当亮眼。10月3日,比亚迪公布了业绩预期,其三季度销量超过了特斯拉,同比增长超过150%。借由三季度的强劲增长,比亚迪前九个月销量约118万辆,同比增长249.56%。实际上,今年7月,车企公布上半年成绩单时,比亚迪就以64万辆的成绩超越特斯拉的56万辆,成为2022年上半年全球新能源汽车销冠。但此前外界认为,比亚迪增长最快的是混动车型,而特斯拉销售的是纯电车型,比亚迪的价位也和特斯拉有一定差距,二者属于错位竞争。此外,正是由于价格等因素上的差别,比亚迪利润率远低于特斯拉,赚钱能力弱是比亚迪的“硬伤”。但在销量大涨的情况下,规模效应逐渐显现,比亚迪的盈利也节节攀升。从季度数据来看,今年一、二季度,比亚迪实现营业收入668.25亿元、837.82亿元,同比增长63.02%、67.92%,对应的净利润为8.08亿元、27.87亿元,同比增长240.59%、197.67%;扣非净利润为5.14亿元、25.15亿元,同比增长729.44%、458.60%。而到了三季度,比亚迪盈利能力进一步增长,预计实现净利润55.05-59.05亿元,较去年同期的12.70亿元增长333.60%-365.11%;预计扣非净利润为50.71-57.71亿元,较去年同期的5.18亿元增长879.37%-1014.57%,利润同比涨幅最高达到十倍。毫无疑问,在营收和利润上,比亚迪与特斯拉仍有不小的差距,但在特斯拉增长放缓,毛利率下降,而比亚迪快速增长的情况下,二者的差距正在缩小。此外,特斯拉在国内不止面对比亚迪一个对手,蔚来、理想、赛力斯等品牌虽不能对特斯拉造成正面冲击,但也在一定程度上瓜分着特斯拉的潜在市场份额。而且,国内品牌的影响力已经不只局限于国内市场,激烈的竞争之下,不少品牌将目光投向海外。在对新能源大力支持的挪威打前站,再向欧洲其他地区辐射,已经成为造车新势力的惯常操作。但新势力在出海上更追求品牌声量,公开数据显示,2022年1~8月,蔚来在挪威的交付量仅600辆左右,不及特斯拉的零头。相比之下,比亚迪出海则更看重销量,相对务实。而在出海策略上,比亚迪选择了与特斯拉相似的逻辑——建厂。9月8日,比亚迪签约泰国WHA工业园,正式签署土地认购、建厂相关协议。这标志着比亚迪全资投建的首个海外乘用车工厂正式在泰国落地,出海布局再落一子。对于这种形势,标普全球评级在最近的一份报告中直言,特斯拉需要在2025年之前扩大产品范围,来增强竞争力对抗一系列新老对手。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1462,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":666606086,"gmtCreate":1665581764645,"gmtModify":1665581968134,"author":{"id":"3513812381524731","authorId":"3513812381524731","name":"特斯拉粉丝1987","avatar":"https://static.tigerbbs.com/25ef04119d28cd3b48989e43fdba2107","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3513812381524731","authorIdStr":"3513812381524731"},"themes":[],"htmlText":"嘴巴比谁都硬","listText":"嘴巴比谁都硬","text":"嘴巴比谁都硬","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/666606086","repostId":"2274653758","repostType":2,"repost":{"id":"2274653758","kind":"news","pubTimestamp":1665574500,"share":"https://www.laohu8.com/m/news/2274653758?lang=&edition=full","pubTime":"2022-10-12 19:35","market":"sh","language":"zh","title":"李斌:跳舞我比马斯克好,蔚来实现盈利的时间会比特斯拉短","url":"https://stock-news.laohu8.com/highlight/detail?id=2274653758","media":"澎湃新闻","summary":"蔚来汽车CEO李斌在接受德国媒体heise专访时表示,相较于特斯拉,蔚来将花更短的时间来实现盈利。 日前,蔚来在德国柏林举办NIO Berlin 2022活动,宣布进军德国等欧洲市场,一举进入奔驰、宝马等老牌车企的腹地。蔚来的高调进入,也引起了当地媒体的关注,在heise的采访中,李斌不仅透露了更多关于第二品牌、进军美国市场的计划,还谈了对于特斯拉的看法。 作为一个中国的造车新势力品牌,蔚来不免被拿出来与特斯拉相比。","content":"<div>\n<p>蔚来汽车CEO李斌在接受德国媒体heise专访时表示,相较于特斯拉,蔚来将花更短的时间来实现盈利。\n 日前,蔚来在德国柏林举办NIO Berlin 2022活动,宣布进军德国等欧洲市场,一举进入奔驰、宝马等老牌车企的腹地。蔚来的高调进入,也引起了当地媒体的关注,在heise的采访中,李斌不仅透露了更多关于第二品牌、进军美国市场的计划,还谈了对于特斯拉的看法。\n 尊重特斯拉,但胜负还未定\n ...</p>\n\n<a href=\"https://finance.sina.com.cn/jjxw/2022-10-12/doc-imqmmthc0658927.shtml\">Web Link</a>\n\n</div>\n","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 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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李斌:跳舞我比马斯克好,蔚来实现盈利的时间会比特斯拉短\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-12 19:35 北京时间 <a href=https://finance.sina.com.cn/jjxw/2022-10-12/doc-imqmmthc0658927.shtml><strong>澎湃新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>蔚来汽车CEO李斌在接受德国媒体heise专访时表示,相较于特斯拉,蔚来将花更短的时间来实现盈利。\n 日前,蔚来在德国柏林举办NIO Berlin 2022活动,宣布进军德国等欧洲市场,一举进入奔驰、宝马等老牌车企的腹地。蔚来的高调进入,也引起了当地媒体的关注,在heise的采访中,李斌不仅透露了更多关于第二品牌、进军美国市场的计划,还谈了对于特斯拉的看法。\n 尊重特斯拉,但胜负还未定\n ...</p>\n\n<a href=\"https://finance.sina.com.cn/jjxw/2022-10-12/doc-imqmmthc0658927.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4574":"无人驾驶","NIO.SI":"蔚来","BK4505":"高瓴资本持仓","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4581":"高盛持仓","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4504":"桥水持仓","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4099":"汽车制造商","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BITA":"易车","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS 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H2-SGD","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4526":"热门中概股","BK1119":"汽车制造商","BK4550":"红杉资本持仓","LU2063271972.USD":"富兰克林创新领域基金"},"source_url":"https://finance.sina.com.cn/jjxw/2022-10-12/doc-imqmmthc0658927.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2274653758","content_text":"蔚来汽车CEO李斌在接受德国媒体heise专访时表示,相较于特斯拉,蔚来将花更短的时间来实现盈利。\n 日前,蔚来在德国柏林举办NIO Berlin 2022活动,宣布进军德国等欧洲市场,一举进入奔驰、宝马等老牌车企的腹地。蔚来的高调进入,也引起了当地媒体的关注,在heise的采访中,李斌不仅透露了更多关于第二品牌、进军美国市场的计划,还谈了对于特斯拉的看法。\n 尊重特斯拉,但胜负还未定\n 作为一个中国的造车新势力品牌,蔚来不免被拿出来与特斯拉相比。\n 在采访中,李斌表示,特斯拉是一家受人尊敬的车企,“我们可以从他们身上学到很多东西,例如直营模式、简化生产以提升效率。但蔚来和特斯拉是两家不同的公司,特斯拉专注于技术和效率,技术对我们而言也十分重要,但同时我们也关注用户。”\n 在被问及特斯拉是蔚来的推动者还是阻碍时,李斌评价说,特斯拉在汽车行业的电气化转型中发挥了重要作用,但汽车行业就像一场马拉松,最初的几公里并不能决定胜负,特斯拉依旧面临压力。\n 除了公司之间的比较,李斌也被问到自己与特斯拉CEO埃隆·马斯克的区别。对此他表示,“我自己写的脸书是为了直接和我们的用户交流,而不是仅仅在推特上发布声明。”他还打趣说,自己跳舞跳得更好。\n 目标2030年成为全球前五名的车企之一\n 就为何现在进入德国市场,李斌解释道,蔚来在技术和战略上都做好了准备。蔚来要成为一个全球品牌,为客户提供合适的产品,而基于新平台的ET7就是合适的产品。\n 蔚来成立8年、正式开启交付4年。进入老牌车企的集中地后,李斌也表现出了十分的谦逊,他提到,相比德国的老牌车企,蔚来还是一家年轻的小公司,“如果你看看全球销量,他们的汽车销量是我们的20倍。德国车企在研发、供应链和经销商网络方面拥有丰富的经验。简而言之:你们知道汽车制造是如何运作的,我们仍然可以从你们身上学到很多东西。”\n 对于下一步规划,李斌提到,蔚来已经看到市场对小型汽车的需求,针对此,蔚来即将推出大众化子品牌,针对全球大众市场设计且价格低廉。他预计大众品牌产品将在两年内上市,届时,蔚来的销量将会迅速增加,“我们希望到2030年成为全球前五名的车企之一。”\n 此外,李斌还提到,蔚来计划在2025年底之前进入美国市场。这一时间点恰在其大众化子品牌上市之后,届时,蔚来或将在美国市场上与特斯拉的Model 3、Model Y形成正面竞争。\n 在谈及蔚来的盈利情况时,李斌表示,作为一家初创公司,盈利需要一定周期。蔚来在研发和基础设施上投入了大量资金,不过对于盈利,蔚来有着自己的预期,“特斯拉花了16年时间由亏转盈,就蔚来而言,将会快很多。”此前李斌曾在电话会议上表示,预期蔚来将在2024年实现盈利。\n 最新财报数据显示,蔚来第二季度实现营收102.9亿元,同比增长21.8%,创下单季度新高;净亏损27.57亿元,同比扩大369.6%。从毛利来看,第二季度受原材料价格上涨等因素影响,蔚来整车毛利率为16.7%,较上一季度下降1.4个百分点。预计第三季度营收为128.45亿-135.98亿元。\n 就交付数据来看,蔚来今年9月共交付新车1.09万辆;第三季度交付新车3.16万辆,创历史季度新高;今年1-9月,蔚来共计交付8.24万辆。\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:王翔","news_type":1},"isVote":1,"tweetType":1,"viewCount":1540,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":682875531,"gmtCreate":1658927610726,"gmtModify":1658927610726,"author":{"id":"3513812381524731","authorId":"3513812381524731","name":"特斯拉粉丝1987","avatar":"https://static.tigerbbs.com/25ef04119d28cd3b48989e43fdba2107","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3513812381524731","authorIdStr":"3513812381524731"},"themes":[],"htmlText":"唉","listText":"唉","text":"唉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/682875531","repostId":"2254383811","repostType":2,"repost":{"id":"2254383811","kind":"news","pubTimestamp":1658886420,"share":"https://www.laohu8.com/m/news/2254383811?lang=&edition=full","pubTime":"2022-07-27 09:47","market":"us","language":"zh","title":"通用:2025年北美电动汽车产能100万辆","url":"https://stock-news.laohu8.com/highlight/detail?id=2254383811","media":"汽车之家资讯","summary":"[汽车之家 资讯]日前,通用汽车表示,已经同LG化学和锂技术公司Livent签署多年协议,确保未来用于制造电动汽车的电池关键原材料的供应充足。通用汽车称,按照协议,LG化学将从今年下半年开始向通用汽车提供96.8万吨阴极材料,直至2030年,可满足约500万辆电动汽车的需求,通用还将从2025年开始的6年内从Livent获得电池级氢氧化锂。通过这项协议,以及此前的锂、镍、钴和正极活性材料储备,通用已为实现到2025年底在北美每年生产100万辆电动汽车的目标,做好电池原材料的充足供应。(消息来源:界面新闻;编译/汽车之家 秦超)","content":"<html><body><article><p>[<a href=\"https://laohu8.com/S/ATHM\">汽车之家</a> 资讯]日前,<a href=\"https://laohu8.com/S/GM\">通用汽车</a>表示,已经同LG化学和锂技术公司Livent签署多年协议,确保未来用于制造电动汽车的电池关键原材料的供应充足。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20220727095130349d154ixy5q0jirsn\"/><p>通用汽车称,按照协议,LG化学将从今年下半年开始向通用汽车提供96.8万吨阴极材料,直至2030年,可满足约500万辆电动汽车的需求,通用还将从2025年开始的6年内从Livent获得电池级氢氧化锂。</p><p>通过这项协议,以及此前的锂、镍、钴和正极活性材料储备,通用已为实现到2025年底在北美每年生产100万辆电动汽车的目标,做好电池原材料的充足供应。(消息来源:界面新闻;编译/汽车之家 秦超)</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>通用:2025年北美电动汽车产能100万辆</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; 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}\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通用:2025年北美电动汽车产能100万辆\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-27 09:47 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2022072709513383d2b77b&s=b><strong>汽车之家资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>[汽车之家 资讯]日前,通用汽车表示,已经同LG化学和锂技术公司Livent签署多年协议,确保未来用于制造电动汽车的电池关键原材料的供应充足。通用汽车称,按照协议,LG化学将从今年下半年开始向通用汽车提供96.8万吨阴极材料,直至2030年,可满足约500万辆电动汽车的需求,通用还将从2025年开始的6年内从Livent获得电池级氢氧化锂。通过这项协议,以及此前的锂、镍、钴和正极活性材料储备,通用...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2022072709513383d2b77b&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4099":"汽车制造商","BK4574":"无人驾驶","BK4561":"索罗斯持仓","GM":"通用汽车","BK4559":"巴菲特持仓","BK4555":"新能源车","BK4566":"资本集团"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2022072709513383d2b77b&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2254383811","content_text":"[汽车之家 资讯]日前,通用汽车表示,已经同LG化学和锂技术公司Livent签署多年协议,确保未来用于制造电动汽车的电池关键原材料的供应充足。通用汽车称,按照协议,LG化学将从今年下半年开始向通用汽车提供96.8万吨阴极材料,直至2030年,可满足约500万辆电动汽车的需求,通用还将从2025年开始的6年内从Livent获得电池级氢氧化锂。通过这项协议,以及此前的锂、镍、钴和正极活性材料储备,通用已为实现到2025年底在北美每年生产100万辆电动汽车的目标,做好电池原材料的充足供应。(消息来源:界面新闻;编译/汽车之家 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href=\"https://tech.sina.cn/it/2022-04-18/detail-imcwiwst2461362.d.html?vt=4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://k.sinaimg.cn/n/tech/transform/667/w400h267/20220418/0a30-9a67ba0d6b92db0785d57cabc282039d.jpg/w120h90l50t18b4.jpg","relate_stocks":{"ARKK":"ARK Innovation ETF","TSLA":"特斯拉"},"source_url":"https://tech.sina.cn/it/2022-04-18/detail-imcwiwst2461362.d.html?vt=4","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2228809009","content_text":"ARK基金因看好特斯拉自动驾驶出租车业务,将特斯拉2026年目标价上调至4600美元,此前ARK基金给予特斯拉2025年目标价为3000美元。ARK分析师Tasha Keeney预测,未来自动驾驶出租车业务将为特斯拉贡献一半以上的净利润。(钛媒体)","news_type":1},"isVote":1,"tweetType":1,"viewCount":809,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":637058821,"gmtCreate":1647832997178,"gmtModify":1647832997178,"author":{"id":"3513812381524731","authorId":"3513812381524731","name":"特斯拉粉丝1987","avatar":"https://static.tigerbbs.com/25ef04119d28cd3b48989e43fdba2107","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3513812381524731","authorIdStr":"3513812381524731"},"themes":[],"htmlText":"3系不行吧","listText":"3系不行吧","text":"3系不行吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/637058821","repostId":"2221085449","repostType":2,"repost":{"id":"2221085449","kind":"highlight","pubTimestamp":1647829502,"share":"https://www.laohu8.com/m/news/2221085449?lang=&edition=full","pubTime":"2022-03-21 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}\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\">\n30万油电大战:极氪、福特电马、特斯拉团战3系\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-21 10:25 北京时间 <a href=https://www.huxiu.com/article/511488.html><strong>虎嗅</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在油价破9的当下,燃油车迎来了前所未有的挑战。全新一期《易车横评》带来了这场油电大对决,当你手握30万元的购车预算,究竟应该继续选择燃油车阵营中的翘楚宝马3系呢?还是弃油从电更明智呢?毕竟同价位你可以选择到特斯拉Model 3后轮驱动版、极氪001超长续航单电机版、Mustang Mach-E无疆后驱长续航版、小鹏P7 670系列和比亚迪汉EV超长续航版。这场油电大战我们策划了直线加速赛、赛道...</p>\n\n<a href=\"https://www.huxiu.com/article/511488.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img.huxiucdn.com/article/cover/202203/19/095628337039.jpg?imageView2/1/w/720/h/405/|imageMogr2/strip/interlace/1/quality/85/format/jpg","relate_stocks":{"F":"福特汽车","BK4099":"汽车制造商","BK4511":"特斯拉概念","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","BK4574":"无人驾驶","TSLA":"特斯拉","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4550":"红杉资本持仓","BK4581":"高盛持仓","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"https://www.huxiu.com/article/511488.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2221085449","content_text":"在油价破9的当下,燃油车迎来了前所未有的挑战。全新一期《易车横评》带来了这场油电大对决,当你手握30万元的购车预算,究竟应该继续选择燃油车阵营中的翘楚宝马3系呢?还是弃油从电更明智呢?毕竟同价位你可以选择到特斯拉Model 3后轮驱动版、极氪001超长续航单电机版、Mustang Mach-E无疆后驱长续航版、小鹏P7 670系列和比亚迪汉EV超长续航版。这场油电大战我们策划了直线加速赛、赛道圈速赛、低温续航和使用成本对决、AEB主动刹车测试等诸多硬核项目考验6位选手,预算30万究竟应该选油还是选电呢?","news_type":1},"isVote":1,"tweetType":1,"viewCount":1055,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":635771549,"gmtCreate":1647265335301,"gmtModify":1647265335301,"author":{"id":"3513812381524731","authorId":"3513812381524731","name":"特斯拉粉丝1987","avatar":"https://static.tigerbbs.com/25ef04119d28cd3b48989e43fdba2107","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3513812381524731","authorIdStr":"3513812381524731"},"themes":[],"htmlText":"哈哈马总加油","listText":"哈哈马总加油","text":"哈哈马总加油","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/635771549","repostId":"2219204592","repostType":2,"repost":{"id":"2219204592","kind":"news","pubTimestamp":1647244020,"share":"https://www.laohu8.com/m/news/2219204592?lang=&edition=full","pubTime":"2022-03-14 15:47","market":"us","language":"zh","title":"大众CEO再次称赞马斯克:特斯拉是先驱者","url":"https://stock-news.laohu8.com/highlight/detail?id=2219204592","media":"市场资讯","summary":"大众集团CEO赫伯特-迪斯近日再次盛赞特斯拉CEO埃隆-马斯克和他领导的公司,并且表示,大众和特斯拉在电动汽车市场可以成为互补的力量。 在与科技频道Fortt Knox的在线对话中,迪斯分享了他对特斯拉的看法,并称他对马斯克的办事速度、行事方式以及两家公司可以如何互相学习感到“印象深刻”。 去年10月,迪斯请马斯克向大众汽车高管发表在线讲话,并称赞特斯拉迅速解决全球半导体短缺的能力令人印象深刻。","content":"<html><body><div>\n<div><img src=\"http://n.sinaimg.cn/finance/transform/38/w550h288/20220314/42dd-74027fd20d33d82810157f4bddac3c2b.jpg\"/><span></span></div>\n<p> <a href=\"https://laohu8.com/S/0P6N.UK\">大众集团</a>CEO赫伯特-迪斯近日再次盛赞<span><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></span><span></span>CEO埃隆-马斯克和他领导的公司,并且表示,大众和特斯拉在电动汽车市场可以成为互补的力量。</p>\n<p> 在上周五美国德州奥斯汀举办的西南偏南(South by South<span>we</span><span></span>st)大会上,迪斯介绍了<span>大众汽车</span><span></span>的ID. Buzz,这是其上世纪50年代标志性的微型巴士(Microbus)的电动变体。该车型将首先在欧洲市场推出。</p>\n<p> 在与科技频道Fortt Knox的在线对话中,迪斯分享了他对特斯拉的看法,并称他对马斯克的办事速度、行事方式以及两家公司可以如何互相学习感到“印象深刻”。</p>\n<p> 迪斯说:“我总是对他所提出的想法感到好奇。”</p>\n<p> 迪斯解释了在从化石燃料转向气候友好型电动汽车的世界汽车产业中,两家公司如何扮演着不同的角色。</p>\n<p> 他说:“特斯拉是一个先驱……”并补充说,大众有一些标志性产品可以为电动汽车市场重新设计。</p>\n<p> 迪斯说:“我认为我们是互补的。这就好像是特斯拉在铺平道路。”</p>\n<p> 现年63岁的迪斯曾多次公开称赞马斯克和他的电动汽车公司,这在汽车行业是罕见的。曾经有传言称,2015年马斯克曾邀请迪斯担任特斯拉的CEO。</p>\n<p> 去年10月,迪斯请马斯克向大众汽车高管发表在线讲话,并称赞特斯拉迅速解决全球半导体短缺的能力令人印象深刻。</p>\n<div>\n<span>投资避险工具看这里,低风险理财、7%+收益、0手续费>></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<a href=\"https://laohu8.com/S/SINA\">新浪</a>财经APP</div>\n</div>\n<p>责任编辑:于健 SF069</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>大众CEO再次称赞马斯克:特斯拉是先驱者</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大众CEO再次称赞马斯克:特斯拉是先驱者\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-14 15:47 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2022-03-14/doc-imcwipih8424201.shtml?finpagefr=p_115><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>大众集团CEO赫伯特-迪斯近日再次盛赞特斯拉CEO埃隆-马斯克和他领导的公司,并且表示,大众和特斯拉在电动汽车市场可以成为互补的力量。\n 在上周五美国德州奥斯汀举办的西南偏南(South by Southwest)大会上,迪斯介绍了大众汽车的ID. Buzz,这是其上世纪50年代标志性的微型巴士(Microbus)的电动变体。该车型将首先在欧洲市场推出。\n 在与科技频道Fortt Knox的...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2022-03-14/doc-imcwipih8424201.shtml?finpagefr=p_115\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4511":"特斯拉概念","BK4099":"汽车制造商","TSLA":"特斯拉","BK4574":"无人驾驶","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4581":"高盛持仓","BK4550":"红杉资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2022-03-14/doc-imcwipih8424201.shtml?finpagefr=p_115","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2219204592","content_text":"大众集团CEO赫伯特-迪斯近日再次盛赞特斯拉CEO埃隆-马斯克和他领导的公司,并且表示,大众和特斯拉在电动汽车市场可以成为互补的力量。\n 在上周五美国德州奥斯汀举办的西南偏南(South by Southwest)大会上,迪斯介绍了大众汽车的ID. Buzz,这是其上世纪50年代标志性的微型巴士(Microbus)的电动变体。该车型将首先在欧洲市场推出。\n 在与科技频道Fortt Knox的在线对话中,迪斯分享了他对特斯拉的看法,并称他对马斯克的办事速度、行事方式以及两家公司可以如何互相学习感到“印象深刻”。\n 迪斯说:“我总是对他所提出的想法感到好奇。”\n 迪斯解释了在从化石燃料转向气候友好型电动汽车的世界汽车产业中,两家公司如何扮演着不同的角色。\n 他说:“特斯拉是一个先驱……”并补充说,大众有一些标志性产品可以为电动汽车市场重新设计。\n 迪斯说:“我认为我们是互补的。这就好像是特斯拉在铺平道路。”\n 现年63岁的迪斯曾多次公开称赞马斯克和他的电动汽车公司,这在汽车行业是罕见的。曾经有传言称,2015年马斯克曾邀请迪斯担任特斯拉的CEO。\n 去年10月,迪斯请马斯克向大众汽车高管发表在线讲话,并称赞特斯拉迅速解决全球半导体短缺的能力令人印象深刻。\n\n投资避险工具看这里,低风险理财、7%+收益、0手续费>>\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:于健 SF069","news_type":1},"isVote":1,"tweetType":1,"viewCount":1030,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602558459,"gmtCreate":1639045829678,"gmtModify":1639045829678,"author":{"id":"3513812381524731","authorId":"3513812381524731","name":"特斯拉粉丝1987","avatar":"https://static.tigerbbs.com/25ef04119d28cd3b48989e43fdba2107","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3513812381524731","authorIdStr":"3513812381524731"},"themes":[],"htmlText":"我们都相信","listText":"我们都相信","text":"我们都相信","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602558459","repostId":"1110875204","repostType":2,"repost":{"id":"1110875204","kind":"news","pubTimestamp":1639017474,"share":"https://www.laohu8.com/m/news/1110875204?lang=&edition=full","pubTime":"2021-12-09 10:37","market":"us","language":"en","title":"TSLA Stock Price Prediction: Why (and When) One Analyst Sees Tesla Soaring to $1,580","url":"https://stock-news.laohu8.com/highlight/detail?id=1110875204","media":"InvestorPlace","summary":"A new price prediction is in for Tesla stock today and it has one analyst expecting major gains in not much time.New Street analyst Pierre Ferragu is the analyst behind the new price prediction for TSLA stock today. He increased the firm’s price target for the shares from $1,298 to $1,580. Ferragu’s price target is incredibly bullish compared to his peers. The consensus price target for TLSA is sitting at$798.24.Of course, today’s news isn’t just that the New Street analyst is expecting major ga","content":"<p>A new price prediction is in for <b>Tesla</b>(NASDAQ:<b><u>TSLA</u></b>) stock today and it has one analyst expecting major gains in not much time.</p>\n<p>New Street analyst Pierre Ferragu is the analyst behind the new price prediction for TSLA stock today. He increased the firm’s price target for the shares from $1,298 to $1,580. Ferragu’s price target is incredibly bullish compared to his peers. The consensus price target for TLSA is sitting at$798.24.</p>\n<p>Of course, today’s news isn’t just that the New Street analyst is expecting major gains from Telsa, it’s also how quickly he expects them. Ferragu is estimating that TSLA stock will be trading at his price prediction by the end of the year.</p>\n<p>It’s also worth pointing out that the new price target has Ferragu keeping a buy rating for TSLA. For comparison, the analyst consensus rating is hold. That comes from 14 buys, 10, holds, and 10 sells.</p>\n<p>So why is this analyst taking such a bullish stance on TSLA stock? First off, the New Street analyst thinks that Tesla will surpass delivery estimates of 266,000 units in Q4. This has him predicting between 280,000 and 285,000 deliveries during the period.</p>\n<p>Another reason for the bull position from Ferragu is high expectations for the company’s Shanghai plant. The analyst believes that this plan as an annual turnout of over 700,000 vehicles. That’s much higher than the initial 450,000 unit target.</p>\n<p>TSLA stock rose 1.64% on Wednesday.</p>","source":"lsy1606302653667","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>TSLA Stock Price Prediction: Why (and When) One Analyst Sees Tesla Soaring to $1,580</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\">\nTSLA Stock Price Prediction: Why (and When) One Analyst Sees Tesla Soaring to $1,580\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-09 10:37 GMT+8 <a href=https://investorplace.com/2021/12/tsla-stock-price-prediction-why-and-when-one-analyst-sees-tesla-soaring-to-1580/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A new price prediction is in for Tesla(NASDAQ:TSLA) stock today and it has one analyst expecting major gains in not much time.\nNew Street analyst Pierre Ferragu is the analyst behind the new price ...</p>\n\n<a href=\"https://investorplace.com/2021/12/tsla-stock-price-prediction-why-and-when-one-analyst-sees-tesla-soaring-to-1580/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://investorplace.com/2021/12/tsla-stock-price-prediction-why-and-when-one-analyst-sees-tesla-soaring-to-1580/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110875204","content_text":"A new price prediction is in for Tesla(NASDAQ:TSLA) stock today and it has one analyst expecting major gains in not much time.\nNew Street analyst Pierre Ferragu is the analyst behind the new price prediction for TSLA stock today. He increased the firm’s price target for the shares from $1,298 to $1,580. Ferragu’s price target is incredibly bullish compared to his peers. The consensus price target for TLSA is sitting at$798.24.\nOf course, today’s news isn’t just that the New Street analyst is expecting major gains from Telsa, it’s also how quickly he expects them. Ferragu is estimating that TSLA stock will be trading at his price prediction by the end of the year.\nIt’s also worth pointing out that the new price target has Ferragu keeping a buy rating for TSLA. For comparison, the analyst consensus rating is hold. That comes from 14 buys, 10, holds, and 10 sells.\nSo why is this analyst taking such a bullish stance on TSLA stock? First off, the New Street analyst thinks that Tesla will surpass delivery estimates of 266,000 units in Q4. This has him predicting between 280,000 and 285,000 deliveries during the period.\nAnother reason for the bull position from Ferragu is high expectations for the company’s Shanghai plant. The analyst believes that this plan as an annual turnout of over 700,000 vehicles. That’s much higher than the initial 450,000 unit target.\nTSLA stock rose 1.64% on Wednesday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":652,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}