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邻居二伯
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邻居二伯
10-10
$Faraday Future(FFIE)$
贾老板涨粉很快呀
邻居二伯
06-17
$理想汽车(LI)$
是不是也没啥有价值的负面,这货真的是得罪谁了,负面就没停,问题车没少卖啊,以前都说他占领舆论制高点了,这会儿是得教训了,也差不多了
邻居二伯
06-12
$蔚来(NIO)$
顶你个fei
邻居二伯
06-12
$理想汽车(LI)$
不管估值变成啥逻辑,我愿意相信终端用户用真金白银投的票
邻居二伯
05-23
$理想汽车(LI)$
月交4w的品牌,居然一下被那么多软文踩
邻居二伯
05-22
$理想汽车(LI)$
交付量第一新能源,唯一能盈利股,跌成这样,啥情况
邻居二伯
05-21
$理想汽车(LI)$
截至目前,理想的体量,无论今年上不上纯电产品,交付量都是霸主地位,即便调整到年交付50-60w台,行业里有哪个品牌可以匹敌。
邻居二伯
2022-03-08
$理想汽车(LI)$
无论你承不承认,国内新能源今年都将进入爆发式增长,理想或在追求更高的交付记录,且与其他友商追逐第一的位置
邻居二伯
2022-02-11
这只是冰山一角
抱歉,原内容已删除
邻居二伯
2022-02-08
单看某个月的环比,缺乏参考价价值,需要结合同比更能看出大趋势
跃跃御市:新势力同比齐增,“蔚小理”环比齐降,2022格局或生变
邻居二伯
2022-01-28
$理想汽车(LI)$
赶在公布数据前抄底,我看销售发的交付中心排队提车,数不会低
邻居二伯
2021-11-03
$小鹏汽车(XPEV)$
连续破万,又夺第一,下跌的逻辑是啥
邻居二伯
2021-05-06
$理想汽车(LI)$
那么多做空的单,他们赌的啥,有没有大神能给讲讲背后逻辑
邻居二伯
2021-05-06
$蔚来(NIO)$
我没懂,那么稳定的交付量,以及后续发展的计划,跌的逻辑在哪儿?
邻居二伯
2021-04-20
$小鹏汽车(XPEV)$
三傻为啥连涨跌的线都一毛一样
邻居二伯
2021-04-19
$小鹏汽车(XPEV)$
跌的逻辑是啥,就不能拉爆一次空头吗
邻居二伯
2021-04-15
$理想汽车(LI)$
跌的逻辑是什么?
邻居二伯
2021-04-14
$小鹏汽车(XPEV)$
产品真棒,但是讲的人可能以为这是部门会议吧
邻居二伯
2021-03-23
$理想汽车(LI)$
官方回应了,刚才抄底的恭喜了
邻居二伯
2021-03-23
$理想汽车(LI)$
抄局部底的时候,如果增程不能享受政策,那还没上市的岚图岂不要胎死腹中,理想赶不上国际政策正常,东风难道也能跑偏了么
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不管估值变成啥逻辑,我愿意相信终端用户用真金白银投的票","images":[{"img":"https://static.tigerbbs.com/688fb4fc2fc52d5a9517bd0eeeb00e5c","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/316041800618280","isVote":1,"tweetType":1,"viewCount":1953,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3559257426628744","authorId":"3559257426628744","name":"与世界共赢","avatar":"https://static.tigerbbs.com/13035be41fd94a984383f9f66a855265","crmLevel":5,"crmLevelSwitch":0,"idStr":"3559257426628744","authorIdStr":"3559257426628744"},"content":"市场反应过度了","text":"市场反应过度了","html":"市场反应过度了"}],"imageCount":2,"langContent":"CN","totalScore":0},{"id":309021948526600,"gmtCreate":1716472630067,"gmtModify":1716475237367,"author":{"id":"3516596479014588","authorId":"3516596479014588","name":"邻居二伯","avatar":"https://static.tigerbbs.com/50d0e1bd2e3aa172af35e170d5ea7ef9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3516596479014588","authorIdStr":"3516596479014588"},"themes":[],"htmlText":"<a 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202202080727037a2bc1d9&s=b><strong>中国经济网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>1月,已经公布数据的几家造车新势力,其销量同比均实现正向增长。但从环比角度来看,“蔚小理”出现了不同幅度的下滑;此前一直被视作二线梯队的哪吒和零跑,却仍然保持正增长,哪吒也借此再次打破了“蔚小理”的头部格局。这不禁引发业界对于国内造车新势力格局在2022年或将生变的猜想。2022虎年第一天(2月1日),国内几家造车新势力相继公布了上个月的“成绩单。其中,小鹏、理想、哪吒的销量再次突破万辆,分别为...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202202080727037a2bc1d9&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/71e083ef578be0fa6cea421c4a68bb5b","relate_stocks":{"BK4532":"文艺复兴科技持仓","BK1575":"同股不同权","BK4531":"中概回港概念","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK1539":"汽车股","BK4509":"腾讯概念","BK1588":"回港中概股","NIO":"蔚来","BK1119":"汽车制造商","BK4526":"热门中概股","BK1587":"次新股","BK4551":"寇图资本持仓","02015":"理想汽车-W","XPEV":"小鹏汽车","BK4505":"高瓴资本持仓","BK4504":"桥水持仓","BK4099":"汽车制造商","09868":"小鹏汽车-W","BK4548":"巴美列捷福持仓"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202202080727037a2bc1d9&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2209303764","content_text":"1月,已经公布数据的几家造车新势力,其销量同比均实现正向增长。但从环比角度来看,“蔚小理”出现了不同幅度的下滑;此前一直被视作二线梯队的哪吒和零跑,却仍然保持正增长,哪吒也借此再次打破了“蔚小理”的头部格局。这不禁引发业界对于国内造车新势力格局在2022年或将生变的猜想。2022虎年第一天(2月1日),国内几家造车新势力相继公布了上个月的“成绩单。其中,小鹏、理想、哪吒的销量再次突破万辆,分别为12922辆、12268辆、11009辆,同比分别增长114.8%、128.1%、401.5%。蔚来、零跑的销量虽然没能突破万辆,但都实现了同比正增长。数据显示,蔚来、零跑在1月的销量分别为9652辆、8085辆,同比分别增长33.6%、434%。就在造车新势力的销量同比整体实现正向增长的同时,“蔚小理”的销量环比出现了不同幅度的下滑。1月,蔚来、小鹏、理想的销量环比上个月分别下跌8%、19.2%、12.9%。对于新能源汽车市场在1月将整体走弱的态势,乘联会曾给出预判,“受到去年底集中交车的影响,1月新能源市场环比下降”。此外,乘联会方面还分析提出,“今年春节较早,节前几天就会进入购车淡季,因此1月是汽车生产、消费小月;同时,疫情也大概率会影响返乡购车消费”。不过,在国内车市,尤其是新能源车市整体走弱的背景下,此前一直被视作二线梯队的哪吒和零跑,1月的销量环比却仍然保持正增长,幅度分别为8.7%、3.6%;哪吒也借此再次打破了“蔚小理”的头部格局。这不禁引发业界对于国内造车新势力格局在2022年或将生变的猜想。从销量数据来看,小鹏、理想在1月保住了前两位排序,其同比增幅也维持在相对较高的水平,如果能够持续保持当前的势头,还是有望守住头部的座次。蔚来的销量虽然没有出现较大幅度的波动,但在增长势头和潜力上,却出现了较大的压力。哪吒和零跑以更加强劲的追赶势头,又进一步加剧了蔚来难以稳住头部位置的压力。为了破解这一困境,蔚来明显加快了新品的投放力度。去年年底,蔚来旗下的第二款轿车——ET5,正式发布,并计划于今年9月交付;在此之前的3月28日,旗下首款轿车ET7也将正式交付。蔚来汽车体验店内 王跃跃 摄事实上,蔚来的新品确实吸引不少消费者的青睐。中国经济网记者春节期间在走访蔚来汽车某体验店时了解到,“去年ET5发布的当天晚上,系统就给我分配了14个订单,很多消费者都是盲定的”。除了新车型外,此前一直制约蔚来的产能问题在今年也有望获得一定程度的缓解。蔚来汽车董事长李斌在去年曾透露,“位于合肥新桥智能电动汽车产业园区的第二生产基地的建设工作在按计划展开,2022年三季度正式投产。”基于此,蔚来汽车的相关负责人日前在接受媒体采访时表示,“这里面有很大的挑战,但相信公司体系能力的增长可以实现我们的目标。”面对开局即实现对蔚来领先的局面,哪吒汽车无疑希望持续整个2022年。为此,哪吒汽车在坚持“亲民路线”的同时,还将极力扭转低端定位。据悉,2022年,哪吒汽车将正式推出哪吒S,进入20万元级别的细分市场,进而实现品牌向上突围。无独有偶,同为“后来者”的零跑汽车,也在加速缩小与“蔚小理”的差距。据去年7月对外公布的“2.0战略”,零跑汽车将加速在产品研发、渠道布局及品牌推广等方面进行拓展。同时,零跑汽车还在提速赴海外上市的脚步。据证监会网站1月26日公布的信息显示,已收到浙江零跑科技股份有限公司《境外首次公开发行股份(包括普通股、优先股等各类股票及股票的派生形式)》审批材料。 (中国经济网记者 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