邻居二伯的个人主页 - 老虎社区

邻居二伯

邻居二伯

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IP属地：天津

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0勋章

10-10

$Faraday Future(FFIE)$ 贾老板涨粉很快呀

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

06-12

$蔚来(NIO)$ 顶你个fei

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

05-23

$理想汽车(LI)$ 月交4w的品牌，居然一下被那么多软文踩

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

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。

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

2022-02-11

这只是冰山一角

抱歉，原内容已删除

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

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

2021-11-03

$小鹏汽车(XPEV)$连续破万，又夺第一，下跌的逻辑是啥

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

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？

2021-04-20

$小鹏汽车(XPEV)$三傻为啥连涨跌的线都一毛一样

2021-04-19

$小鹏汽车(XPEV)$跌的逻辑是啥，就不能拉爆一次空头吗

2021-04-15

$理想汽车(LI)$跌的逻辑是什么？

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

2021-03-23

$理想汽车(LI)$官方回应了，刚才抄底的恭喜了

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":2020,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3559257426628744","authorId":"3559257426628744","name":"与世界共赢","avatar":"https://static.tigerbbs.com/13035be41fd94a984383f9f66a855265","crmLevel":6,"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 href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$&nbsp;</a> 月交4w的品牌，居然一下被那么多软文踩","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$&nbsp;</a> 月交4w的品牌，居然一下被那么多软文踩","text":"$理想汽车(LI)$ 月交4w的品牌，居然一下被那么多软文踩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":1,"link":"https://laohu8.com/post/309021948526600","isVote":1,"tweetType":1,"viewCount":2109,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3571170572255262","authorId":"3571170572255262","name":"三泉路上的摩西","avatar":"https://static.tigerbbs.com/254bf342e54828d1826a741f31edd49e","crmLevel":1,"crmLevelSwitch":0,"idStr":"3571170572255262","authorIdStr":"3571170572255262"},"content":"兄弟我都不敢告诉你 5 月开工我们休息了多少天，只做了多少套总成！算了不刺激你了，股海都是苦命人。","text":"兄弟我都不敢告诉你 5 月开工我们休息了多少天，只做了多少套总成！算了不刺激你了，股海都是苦命人。","html":"兄弟我都不敢告诉你 5 月开工我们休息了多少天，只做了多少套总成！算了不刺激你了，股海都是苦命人。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308378472853800,"gmtCreate":1716309554510,"gmtModify":1716309555967,"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 href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$&nbsp;</a>&nbsp; 交付量第一新能源，唯一能盈利股，跌成这样，啥情况","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$&nbsp;</a>&nbsp; 交付量第一新能源，唯一能盈利股，跌成这样，啥情况","text":"$理想汽车(LI)$ 交付量第一新能源，唯一能盈利股，跌成这样，啥情况","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308378472853800","isVote":1,"tweetType":1,"viewCount":1022,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308164354150464,"gmtCreate":1716257409846,"gmtModify":1716257411376,"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 href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$&nbsp;</a> 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。","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$&nbsp;</a> 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。","text":"$理想汽车(LI)$ 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。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/308164354150464","isVote":1,"tweetType":1,"viewCount":1629,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3559257426628744","authorId":"3559257426628744","name":"与世界共赢","avatar":"https://static.tigerbbs.com/13035be41fd94a984383f9f66a855265","crmLevel":6,"crmLevelSwitch":0,"idStr":"3559257426628744","authorIdStr":"3559257426628744"},"content":"是的，成绩好被人黑，偶尔没考好也是被黑，隔壁三瓜两枣亏成渣了还天天嘚瑟","text":"是的，成绩好被人黑，偶尔没考好也是被黑，隔壁三瓜两枣亏成渣了还天天嘚瑟","html":"是的，成绩好被人黑，偶尔没考好也是被黑，隔壁三瓜两枣亏成渣了还天天嘚瑟"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":635027967,"gmtCreate":1646751691074,"gmtModify":1646751691074,"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=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>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","text":"$理想汽车(LI)$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","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/635027967","isVote":1,"tweetType":1,"viewCount":2501,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":631144207,"gmtCreate":1644557520006,"gmtModify":1644557520006,"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":"这只是冰山一角","listText":"这只是冰山一角","text":"这只是冰山一角","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631144207","repostId":"1125980501","repostType":2,"isVote":1,"tweetType":1,"viewCount":766,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":633420850,"gmtCreate":1644290153918,"gmtModify":1644290153918,"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":"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","listText":"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","text":"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","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633420850","repostId":"2209303764","repostType":2,"repost":{"id":"2209303764","pubTimestamp":1644276366,"share":"https://www.laohu8.com/m/news/2209303764?lang=&edition=full","pubTime":"2022-02-08 07:26","market":"us","language":"zh","title":"跃跃御市：新势力同比齐增，“蔚小理”环比齐降，2022格局或生变","url":"https://stock-news.laohu8.com/highlight/detail?id=2209303764","media":"中国经济网","summary":"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。","content":"<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","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\" 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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","02015":"理想汽车-W","BK4534":"瑞士信贷持仓","NIO":"蔚来","BK4555":"新能源车","XPEV":"小鹏汽车","BK1539":"汽车股","BK4509":"腾讯概念","BK1588":"回港中概股","BK4526":"热门中概股","BK1119":"汽车制造商","BK1587":"次新股","BK4551":"寇图资本持仓","BK4505":"高瓴资本持仓","09868":"小鹏汽车-W","BK4504":"桥水持仓","BK4099":"汽车制造商","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 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