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ninja_5799

ninja_5799

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07-16

$拼多多(PDD)$ 怎么就你老美成长股是成长股，咱老中成长股就不是成长股？

06-20

$拼多多(PDD)$ 天天这么搞，真不知道天理在哪里

06-15

$理想汽车(LI)$ 把消费者当傻子耍的垃圾

05-10

百度有什么价值观，搜出一堆垃圾，淘都淘不出有用信息的价值观？

百度官方评璩静事件：喧嚣总会过去，请大家相信百度价值观

2023-06-19

$蔚来-SW(09866)$ 你又怎么了？

2023-02-25

$蔚来(NIO)$ 一个字，绝

2023-01-29

华为做不到吗？

蔚来手机最新消息：将于二季度开启内测，预计三季度发售

2023-01-26

$蔚来(NIO)$ 真是拉胯大王

2022-11-03

$蔚来(NIO)$拉胯大王

2022-11-03

$蔚来-SW(09866)$无比拉胯的垃圾

2022-10-29

$蔚来(NIO)$为什么每天盘中都这么差啊，bi了狗了

2022-10-19

$蔚来(NIO)$没谁像你一样盘中也是一波又一波的新低，真有你的

2022-10-07

$蔚来(NIO)$那么多公司，为什么只有你盘中一跌不回头？

2022-09-24

$蔚来(NIO)$太烂了

2022-01-25

$蔚来(NIO)$叫你不赶快升级座舱

2021-12-27

人云亦云，没脑子

掉队的蔚来，不是4年前的特斯拉

2021-11-16

$蔚来(NIO)$我蔚你是怎么了

2021-08-30

$蔚来(NIO)$真是没完没了$拼多多(PDD)$

2021-05-05

穿越了？

抱歉，原内容已删除

2021-05-02

反驳的那些人根本没好好看，有几条写的就是你们

抱歉，原内容已删除

去老虎APP查看更多动态

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把消费者当傻子耍的垃圾","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/316796024844544","isVote":1,"tweetType":1,"viewCount":698,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":304361608786208,"gmtCreate":1715328543896,"gmtModify":1715328945525,"author":{"id":"3522323626613814","authorId":"3522323626613814","name":"ninja_5799","avatar":"https://static.tigerbbs.com/5f24947a1bd5664533948b00ce7db5cf","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"百度有什么价值观，搜出一堆垃圾，淘都淘不出有用信息的价值观？","listText":"百度有什么价值观，搜出一堆垃圾，淘都淘不出有用信息的价值观？","text":"百度有什么价值观，搜出一堆垃圾，淘都淘不出有用信息的价值观？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/304361608786208","repostId":"1183355237","repostType":2,"repost":{"id":"1183355237","pubTimestamp":1715328089,"share":"https://www.laohu8.com/m/news/1183355237?lang=&edition=full","pubTime":"2024-05-10 16:01","market":"us","language":"zh","title":"百度官方评璩静事件：喧嚣总会过去，请大家相信百度价值观","url":"https://stock-news.laohu8.com/highlight/detail?id=1183355237","media":"新浪科技","summary":"崔珊珊重申百度人简单可依赖的三个维度，正直做人、正确做事、做正确的事。","content":"<html><head></head><body><p>　　百度官方公众号发表推文。在昨天于百度内部举办的一场活动中，百度集团资深副总裁、百度文化委员会秘书长崔珊珊发言捍卫百度文化，直言在百度没有什么比简单可依赖的价值观更值得坚守和捍卫，回应了近期公司因璩静短视频风波引发的公司价值观质疑。</p><p style=\"text-align: start;\">　　近日，百度集团副总裁、公关一号位璩静因发布言辞激烈的职场短视频引发广泛争议，这一事件被外界关联到百度企业价值观上。</p><p style=\"text-align: start;\">　　分享中，崔珊珊直言，“估计近期大家多多少少都关注到了一些舆论和争议，可能有的同学多少还会产生困扰甚至片刻的摇摆，但请大家要相信，在百度，没有什么比简单可依赖的价值观更值得坚守和捍卫，舆论的喧嚣总会过去，而我们的自我革新永不止步。”</p><p style=\"text-align: start;\">　　“舆论的喧嚣总会过去，而我们的自我革新永不止步。”崔珊珊点出了多项百度自身存在的大厂病，包括“划地盘、设门槛，各自为战协同难”、“向上哄好、向下唬住，加班彰显工作态度”、“上级沟通全靠下级传话，结果烂尾还说漂亮话”等。在她看来，“这些大厂病问题，百度也都存在，有些还挺严重，不怪员工吐槽，公司管理层也急，并且都在着重关注、着手解决。”</p><p style=\"text-align: start;\">　　崔珊珊重申百度人简单可依赖的三个维度，正直做人、正确做事、做正确的事。并进一步表示，“文化风范们为什么宝贵，就是因为他们在变革时期，能顶住压力、燃起动力、克服阻力，身体力行地告诉我们，什么才是我们该相信的，要鼓励的，会传承的。”</p><p style=\"text-align: start;\">　　附演讲实录：</p><p style=\"text-align: start;\">　　各位同学，大家下午好！</p><p style=\"text-align: start;\">　　首先要祝贺所有的获奖同学，看到大家如此昂扬和有活力，我也非常被打动，我们祝贺这些同学取得的成果，也感谢他们付出的努力！</p><p style=\"text-align: start;\">　　今天非常难得有这样一个机会，我在这里也代表咱们公司，向所有获奖同学的家属表示祝贺和感谢！谢谢你们！也请各位同学今天回家，务必向爱你的、你爱的、支持你的家人们说一句——“感谢你们对我的支持！”</p><p style=\"text-align: start;\">　　颁奖前播放了一个文化主题的MV，不知道大家看了是什么感受——是不是有点熟悉又有点“扎心”？这些都是埋伏在我们身边的、大家吐槽的、早就“看不惯”的问题和毛病，但在大屏幕上放出来，就有点“奇怪”，怎么一个表彰活动不说好的，先哐哐列出一堆问题，啥意思呢？</p><p style=\"text-align: start;\">　　其实，颁奖礼早就开始筹办了，所有的节目和视频都要提前开始策划和制作。1个月前团队给我报创意的时候，我就提出，别的节目都好说，团队奖、协同奖、特别奖……同学们辛苦一年才取得的荣耀，应该其乐融融，应该欢乐祥和。唯独文化风范奖这个节目，不能只唱赞歌不说问题，而应该像个“小品”，带点辛辣和讽刺，但又充满正气和力量。于是，大家就看到了这个作品，咱们同学的出镜演出确实不错，包装啊特效啊什么是我们筹备组水平有限，如果大家喜欢当然最好，不喜欢我们就继续改进。</p><p style=\"text-align: start;\">　　我觉得，公司已经快25年了，出现问题不奇怪，无法清醒和理智地看待才是不对的。片子里点到的一些问题，“划地盘，设门槛，各自为战协同难”；“向上哄好，向下唬住，加班彰显工作态度”；“上级沟通全靠下属传话，结果烂尾还说漂亮话”……这些大厂病问题，百度也都存在，有些还挺严重，不怪员工吐槽，公司管理层也急，并且都在着重关注、着手解决。</p><p style=\"text-align: start;\">　　去年的颁奖礼上，我讲过简单可依赖的三个维度，正直做人、正确做事、做正确的事。我相信，大部分同学都理解并践行了，而且还涌现出了很多大家公认的楷模，特别是在座的文化风范们。文化风范们为什么宝贵，就是因为他们在变革时期，能顶住压力、燃起动力、克服阻力，身体力行地告诉我们，什么才是我们该相信的，要鼓励的，会传承的。估计近期大家多多少少都关注到了一些舆论和争议，可能有的同学多少还会产生困扰甚至片刻的摇摆，但请大家要相信，在百度，没有什么比简单可依赖的价值观更值得坚守和捍卫，舆论的喧嚣总会过去，而我们的自我革新永不止步。</p><p style=\"text-align: start;\">　　刚才来 K6的时候，我看到科技园的春光特别美好，虽然我们面对的挑战和困难真是不少，但就像我们相信五月阳光终将灿烂、鲜花一定会开一样。当每个人都往让百度越来越好的方向努力的时候，我们一定可以突破现状，创造出一个新时代的百度。今天是个颁奖的场合，在座的各位都是公司选出来的先进榜样，公司也对大家寄予厚望，希望我们一起努力，简单可依赖是“做人很简单，做事很厉害”，这不仅是企业的精神追求，对个人来说也是非常好的修身之道，这里我和大家共勉。就像歌词里的，“捍卫度厂文化，百度越来越好”！再次祝贺各位获奖的同学，希望大家度过一个美好的下午。</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>百度官方评璩静事件：喧嚣总会过去，请大家相信百度价值观</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百度官方评璩静事件：喧嚣总会过去，请大家相信百度价值观\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-10 16:01 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tech/2024-05-10/doc-inautsif8508710.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>百度官方公众号发表推文。在昨天于百度内部举办的一场活动中，百度集团资深副总裁、百度文化委员会秘书长崔珊珊发言捍卫百度文化，直言在百度没有什么比简单可依赖的价值观更值得坚守和捍卫，回应了近期公司因璩静短视频风波引发的公司价值观质疑。　　近日，百度集团副总裁、公关一号位璩静因发布言辞激烈的职场短视频引发广泛争议，这一事件被外界关联到百度企业价值观上。　　分享中，崔珊珊直言，“估计近期大家多多少少都关注...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/2024-05-10/doc-inautsif8508710.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/0cb3c6c3c55603d00a14ee3389850b7f","relate_stocks":{"09888":"百度集团-SW","BIDU":"百度"},"source_url":"https://finance.sina.com.cn/tech/2024-05-10/doc-inautsif8508710.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183355237","content_text":"百度官方公众号发表推文。在昨天于百度内部举办的一场活动中，百度集团资深副总裁、百度文化委员会秘书长崔珊珊发言捍卫百度文化，直言在百度没有什么比简单可依赖的价值观更值得坚守和捍卫，回应了近期公司因璩静短视频风波引发的公司价值观质疑。　　近日，百度集团副总裁、公关一号位璩静因发布言辞激烈的职场短视频引发广泛争议，这一事件被外界关联到百度企业价值观上。　　分享中，崔珊珊直言，“估计近期大家多多少少都关注到了一些舆论和争议，可能有的同学多少还会产生困扰甚至片刻的摇摆，但请大家要相信，在百度，没有什么比简单可依赖的价值观更值得坚守和捍卫，舆论的喧嚣总会过去，而我们的自我革新永不止步。”　　“舆论的喧嚣总会过去，而我们的自我革新永不止步。”崔珊珊点出了多项百度自身存在的大厂病，包括“划地盘、设门槛，各自为战协同难”、“向上哄好、向下唬住，加班彰显工作态度”、“上级沟通全靠下级传话，结果烂尾还说漂亮话”等。在她看来，“这些大厂病问题，百度也都存在，有些还挺严重，不怪员工吐槽，公司管理层也急，并且都在着重关注、着手解决。”　　崔珊珊重申百度人简单可依赖的三个维度，正直做人、正确做事、做正确的事。并进一步表示，“文化风范们为什么宝贵，就是因为他们在变革时期，能顶住压力、燃起动力、克服阻力，身体力行地告诉我们，什么才是我们该相信的，要鼓励的，会传承的。”　　附演讲实录：　　各位同学，大家下午好！　　首先要祝贺所有的获奖同学，看到大家如此昂扬和有活力，我也非常被打动，我们祝贺这些同学取得的成果，也感谢他们付出的努力！　　今天非常难得有这样一个机会，我在这里也代表咱们公司，向所有获奖同学的家属表示祝贺和感谢！谢谢你们！也请各位同学今天回家，务必向爱你的、你爱的、支持你的家人们说一句——“感谢你们对我的支持！”　　颁奖前播放了一个文化主题的MV，不知道大家看了是什么感受——是不是有点熟悉又有点“扎心”？这些都是埋伏在我们身边的、大家吐槽的、早就“看不惯”的问题和毛病，但在大屏幕上放出来，就有点“奇怪”，怎么一个表彰活动不说好的，先哐哐列出一堆问题，啥意思呢？　　其实，颁奖礼早就开始筹办了，所有的节目和视频都要提前开始策划和制作。1个月前团队给我报创意的时候，我就提出，别的节目都好说，团队奖、协同奖、特别奖……同学们辛苦一年才取得的荣耀，应该其乐融融，应该欢乐祥和。唯独文化风范奖这个节目，不能只唱赞歌不说问题，而应该像个“小品”，带点辛辣和讽刺，但又充满正气和力量。于是，大家就看到了这个作品，咱们同学的出镜演出确实不错，包装啊特效啊什么是我们筹备组水平有限，如果大家喜欢当然最好，不喜欢我们就继续改进。　　我觉得，公司已经快25年了，出现问题不奇怪，无法清醒和理智地看待才是不对的。片子里点到的一些问题，“划地盘，设门槛，各自为战协同难”；“向上哄好，向下唬住，加班彰显工作态度”；“上级沟通全靠下属传话，结果烂尾还说漂亮话”……这些大厂病问题，百度也都存在，有些还挺严重，不怪员工吐槽，公司管理层也急，并且都在着重关注、着手解决。　　去年的颁奖礼上，我讲过简单可依赖的三个维度，正直做人、正确做事、做正确的事。我相信，大部分同学都理解并践行了，而且还涌现出了很多大家公认的楷模，特别是在座的文化风范们。文化风范们为什么宝贵，就是因为他们在变革时期，能顶住压力、燃起动力、克服阻力，身体力行地告诉我们，什么才是我们该相信的，要鼓励的，会传承的。估计近期大家多多少少都关注到了一些舆论和争议，可能有的同学多少还会产生困扰甚至片刻的摇摆，但请大家要相信，在百度，没有什么比简单可依赖的价值观更值得坚守和捍卫，舆论的喧嚣总会过去，而我们的自我革新永不止步。　　刚才来 K6的时候，我看到科技园的春光特别美好，虽然我们面对的挑战和困难真是不少，但就像我们相信五月阳光终将灿烂、鲜花一定会开一样。当每个人都往让百度越来越好的方向努力的时候，我们一定可以突破现状，创造出一个新时代的百度。今天是个颁奖的场合，在座的各位都是公司选出来的先进榜样，公司也对大家寄予厚望，希望我们一起努力，简单可依赖是“做人很简单，做事很厉害”，这不仅是企业的精神追求，对个人来说也是非常好的修身之道，这里我和大家共勉。就像歌词里的，“捍卫度厂文化，百度越来越好”！再次祝贺各位获奖的同学，希望大家度过一个美好的下午。","news_type":1},"isVote":1,"tweetType":1,"viewCount":319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":188907490045968,"gmtCreate":1687145465901,"gmtModify":1687145467016,"author":{"id":"3522323626613814","authorId":"3522323626613814","name":"ninja_5799","avatar":"https://static.tigerbbs.com/5f24947a1bd5664533948b00ce7db5cf","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$&nbsp;</a>你又怎么了？","listText":"<a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$&nbsp;</a>你又怎么了？","text":"$蔚来-SW(09866)$ 你又怎么了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/188907490045968","isVote":1,"tweetType":1,"viewCount":657,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":624844729,"gmtCreate":1677256438461,"gmtModify":1677256439538,"author":{"id":"3522323626613814","authorId":"3522323626613814","name":"ninja_5799","avatar":"https://static.tigerbbs.com/5f24947a1bd5664533948b00ce7db5cf","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>一个字，绝","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>一个字，绝","text":"$蔚来(NIO)$ 一个字，绝","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/624844729","isVote":1,"tweetType":1,"viewCount":735,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":622032745,"gmtCreate":1675005608587,"gmtModify":1675005610831,"author":{"id":"3522323626613814","authorId":"3522323626613814","name":"ninja_5799","avatar":"https://static.tigerbbs.com/5f24947a1bd5664533948b00ce7db5cf","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"华为做不到吗？","listText":"华为做不到吗？","text":"华为做不到吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/622032745","repostId":"2307264681","repostType":4,"repost":{"id":"2307264681","pubTimestamp":1674956693,"share":"https://www.laohu8.com/m/news/2307264681?lang=&edition=full","pubTime":"2023-01-29 09:44","market":"us","language":"zh","title":"蔚来手机最新消息：将于二季度开启内测，预计三季度发售","url":"https://stock-news.laohu8.com/highlight/detail?id=2307264681","media":"Tech星球","summary":"如果蔚来手机内测顺利，将在国庆前面向消费者正式发售。","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/97e04fe11b84c036d6eeae0856cefd8e\" tg-width=\"630\" tg-height=\"378\" referrerpolicy=\"no-referrer\"/></p><p>据报道，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车联合创始人、总裁秦力洪在参加某活动时对<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>手机的研发进度进行了透露。<b>他表示蔚来手机今年二季度开启内测，预计会在今年三季度正式向社会发售。而这也就意味着，如果蔚来手机内测顺利，将在国庆前面向消费者正式发售。</b>值得一提的是，秦力洪表示绝对不会在蔚来手机里面挂广告，坚决不靠广告挣钱。</p><p>值得一提的是，此前在蔚来NIO DAY 2022媒体面对面上，对于蔚来造手机一事，蔚来汽车CEO李斌表示，是给车主做好用的手机，不会当做主业，蔚来还是以车为起点的社区。</p><p>李斌在中国企业家杂志的采访中称，<b>蔚来做手机不是为了和华为、小米竞争，还是为了用户的需求。</b>手机和车的协同越来越重要，对于自己来说蔚来的手机能卖个几十万台，用户有一半买就很开心了，觉得达到自己的目标了。车的用户换同品牌手机决策压力小，而手机用户换同品牌的车，李斌觉得只有<a href=\"https://laohu8.com/S/AAPL\">苹果</a>能做到。</p></body></html>","source":"techxq","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>蔚来手机最新消息：将于二季度开启内测，预计三季度发售</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蔚来手机最新消息：将于二季度开启内测，预计三季度发售\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-29 09:44 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8MxoSLik4nS><strong>Tech星球</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据报道，蔚来汽车联合创始人、总裁秦力洪在参加某活动时对蔚来手机的研发进度进行了透露。他表示蔚来手机今年二季度开启内测，预计会在今年三季度正式向社会发售。而这也就意味着，如果蔚来手机内测顺利，将在国庆前面向消费者正式发售。值得一提的是，秦力洪表示绝对不会在蔚来手机里面挂广告，坚决不靠广告挣钱。值得一提的是，此前在蔚来NIO DAY 2022媒体面对面上，对于蔚来造手机一事，蔚来汽车CEO李斌表示，是...</p>\n\n<a href=\"https://tech.ifeng.com/c/8MxoSLik4nS\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d16ffd3a0c31fe3eee69ad494bac4412","relate_stocks":{"09866":"蔚来-SW","NIO.SI":"蔚来","NIO":"蔚来"},"source_url":"https://tech.ifeng.com/c/8MxoSLik4nS","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2307264681","content_text":"据报道，蔚来汽车联合创始人、总裁秦力洪在参加某活动时对蔚来手机的研发进度进行了透露。他表示蔚来手机今年二季度开启内测，预计会在今年三季度正式向社会发售。而这也就意味着，如果蔚来手机内测顺利，将在国庆前面向消费者正式发售。值得一提的是，秦力洪表示绝对不会在蔚来手机里面挂广告，坚决不靠广告挣钱。值得一提的是，此前在蔚来NIO DAY 2022媒体面对面上，对于蔚来造手机一事，蔚来汽车CEO李斌表示，是给车主做好用的手机，不会当做主业，蔚来还是以车为起点的社区。李斌在中国企业家杂志的采访中称，蔚来做手机不是为了和华为、小米竞争，还是为了用户的需求。手机和车的协同越来越重要，对于自己来说蔚来的手机能卖个几十万台，用户有一半买就很开心了，觉得达到自己的目标了。车的用户换同品牌手机决策压力小，而手机用户换同品牌的车，李斌觉得只有苹果能做到。","news_type":1},"isVote":1,"tweetType":1,"viewCount":792,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":626451175,"gmtCreate":1674744999397,"gmtModify":1674745000380,"author":{"id":"3522323626613814","authorId":"3522323626613814","name":"ninja_5799","avatar":"https://static.tigerbbs.com/5f24947a1bd5664533948b00ce7db5cf","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>真是拉胯大王","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>真是拉胯大王","text":"$蔚来(NIO)$ 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href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>叫你不赶快升级座舱","text":"$蔚来(NIO)$叫你不赶快升级座舱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639079453","isVote":1,"tweetType":1,"viewCount":933,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696041211,"gmtCreate":1640583954670,"gmtModify":1640585247454,"author":{"id":"3522323626613814","authorId":"3522323626613814","name":"ninja_5799","avatar":"https://static.tigerbbs.com/5f24947a1bd5664533948b00ce7db5cf","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"人云亦云，没脑子","listText":"人云亦云，没脑子","text":"人云亦云，没脑子","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696041211","repostId":"2194170492","repostType":4,"repost":{"id":"2194170492","pubTimestamp":1640571320,"share":"https://www.laohu8.com/m/news/2194170492?lang=&edition=full","pubTime":"2021-12-27 10:15","market":"us","language":"zh","title":"掉队的蔚来，不是4年前的特斯拉","url":"https://stock-news.laohu8.com/highlight/detail?id=2194170492","media":"砺石商业评论","summary":"2021年12月18日，在2021蔚来日（NIO Day 2021）上，蔚来正式发布中型智能电动轿跑ET5，起售价为32.8万元，顶配版为38.6万元。如果采用蔚来的租赁电池方案，ET5起售价可以降低","content":"<p>2021年12月18日，在2021蔚来日（NIO Day 2021）上，蔚来正式发布中型<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>电动轿跑ET5，起售价为32.8万元，顶配版为38.6万元。如果采用蔚来的租赁电池方案，ET5起售价可以降低到25.8万元，电池月费为980元/月、1480元/月。ET5预计将于2022年9月开启交付。</p>\n<p>成立7年之后，蔚来迎来了第五款量产车型，这也是蔚来旗下第二款轿车。</p>\n<p>很多人或许还记得，不到一年之前的2021年1月9日，蔚来在成都正式发布了其首款智能纯电动轿车ET7。由于号称使用“固态电池”，续航超过“1000公里”，搭载激光雷达，ET7一时声名大噪。按照蔚来的计划，2022年3月，ET7量产车型将正式上市。</p>\n<p>与备受瞩目的ET7相比，蔚来ET5车型、软硬件配置都较为相近，最大的优势在于价格。不过，尽管相较ET7便宜了12万元，ET5与Model 3、<a href=\"https://laohu8.com/S/002594\">比亚迪</a>汉、小鹏P7、极氪001等同类竞品相比，起售价却是最高的。</p>\n<p>但据创始人李斌表示，ET5仍是蔚来有史以来订单最多的一次。蔚来联合创始人秦力洪也表示，“涌进来的订单太多，一度把我们的App给搞趴下十几分钟。”</p>\n<p>李斌在当日媒体沟通会上还表示，无法理解现在还有人买油车，“除了能闻到一点汽油味，实在想不到有什么好的”。</p>\n<p>李斌的言论一出，立马引起了不小的争议，被不少网友视为现代版的“何不食肉糜”。显然，李斌不仅需要“想明白怎么还有人买油车”，也需要再好好考虑下蔚来ET5的定价问题。</p>\n<p><b>5大于3，ET5就能吊打宝马、特斯拉？</b></p>\n<p>今年7月，蔚来新车交付量首次被小鹏、理想超越，痛失冠军宝座，自此以后，蔚来掉队已经成为“新常态”。10月份，蔚来新车交付量仅为3667辆，同比下滑27.5%，排名跌至新势力第五。</p>\n<p>从“蔚小理”阵营掉队的蔚来，太需要一款“国民车型”来走量。但从起售价仍然高达32.8万元的ET5来看，蔚来似乎对此问题仍没有清醒的认识。</p>\n<p>ET5发布之前，蔚来汽车企业传播高级总监马麟在朋友圈发文称，“蔚来第五款量产车发布后，XX市场就要变天了”，同时强调“5大于3”。</p>\n<p><img src=\"https://static.tigerbbs.com/c2e2856901127506df2d40acf3eb219a\" tg-width=\"550\" tg-height=\"439\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<h2></h2>\n<p>这里的3是两款名字中带“3”的车型，业内人士都清楚，指的是高端中型轿车里卖得最好的宝马3系和电动车市场销量冠军<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>Model 3。</p>\n<p>按照蔚来的说法，ET5之所以“大于”Model 3，在于整车尺寸、双电机和19项辅助驾驶标配等指标。我们暂且认为在这些指标上，ET5胜过Model 3，但蔚来似乎忘记了双方品牌的差距。引领电动汽车行业潮流的特斯拉，无疑是当前汽车品牌中最潮、最酷、最具科技感的那一个，其品牌在市场中的号召力要远胜过蔚来。</p>\n<p>对标宝马3系，ET5就更加自信，用李斌的话说就是“完全不理解还有人买油车”。利用ET5对标宝马3系，强调自身豪车品牌定位，蔚来此举有着明显“强蹭”宝马之嫌。毕竟拥有百年辉煌的BMW，在品牌、技术、规模、供应链等方面的实力，蔚来难以望其项背。正如同iphone经常在各种手机发布会上被“吊打”一样，众多国产手机品牌堆料十足，却依然无法抗衡<a href=\"https://laohu8.com/S/AAPL\">苹果</a>。所以单单靠尺寸、百米加速等性能指标来证明ET5超越宝马3系，蔚来明显是自说自话。</p>\n<p>而且ET5的发布还可能带来“左右手互搏”的问题。相比车型、配置都较为相近的ET7，ET5便宜了将近12万元，这很难不引起部分ET7预定车主的倒戈。</p>\n<p>针对ET5有可能会“杀敌一千，自损八百”的担忧，蔚来总裁秦力洪坦陈部分预定ET7的用户犹豫很正常，“ET5绝大多数订单还是来自没买过任何蔚来产品的新用户。”李斌则直接表示“家里两个孩子，谁有出息都行”。</p>\n<p>但即便牺牲ET7，ET5恐怕也难成为爆款。与Model 3、比亚迪汉、小鹏P7、极氪001等同类竞品相比，ET5起售价最高。而面对已经量产交付且售价更便宜的Model 3、小鹏P7，有多少用户愿意用近一年的时间去等待ET5？</p>\n<p><img src=\"https://static.tigerbbs.com/6a370cbe64cd60460298f37b4e39d027\" tg-width=\"550\" tg-height=\"302\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<h2></h2>\n<p><b>用户买油车，并不难理解</b></p>\n<p>自2014年11月创立至今，刚满7岁的蔚来一直争议不断、话题不断。尤其是其创始人李斌一次次的“雷人”语录，更是给蔚来品牌带来了话题。</p>\n<p>比如2018年10月，一段李斌接受央视采访的小视频冲上热搜，视频中李斌声称“保时捷工厂比不上江淮的工厂”引来群嘲和热议。</p>\n<p>这次ET5的发布，李斌心情明显不错，接受采访时又开始“放飞自我”。从公开的完整视频来看，李斌是在回答某位提问者有关“ET5和油车比较”这样的问题时，一时兴起发感慨的。</p>\n<p>视频中，面带招牌微笑的李斌表示“完全想不出油车除了能闻点汽油味还有什么好”，随后李斌还用机械表和电子表做了个类比，认为买油车就像买机械表一样，更多是一种情怀，然后又反击了外界对充电焦虑的质疑，认为充电焦虑的基本都是汽油车用户操电动车的心。</p>\n<p><img src=\"https://static.tigerbbs.com/afc7dadaf98d9f1c51a215f311f70a37\" tg-width=\"550\" tg-height=\"460\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<h2></h2>\n<p>李斌还表示，不只是买蔚来的用户，买其他品牌电车的人都是明智的。蔚来有信心去和BBA的油车打，还建议消费者宁可去买宝马的电动车，也不要买宝马的油车。李斌的话里话外都流露着“油车已是老古董”的味道。</p>\n<p>但刚刚过去的11月，我国狭义乘用车销量达到了181.6万辆，新能源汽车只占到了37.8万辆，其中还有相当一部分是油电混合汽车，并不是纯电动汽车。如此看来，“不明智”的消费者大有人在。</p>\n<p>有人认为，号称“出行教父”的李斌很可能是故意为之，以此来增加蔚来ET5的曝光度，毕竟现在更多的消费者愿意买油车，实际上并不难理解。</p>\n<p>随着电池技术的提升，电动汽车的续航能力近年来有了显著提高，但电动车的冬季续航里程焦虑以及传统节假日排队充电问题依旧无解，这是当下所有的油车用户必须要操的心。</p>\n<p>而李斌之所以强调充电焦虑这一问题，或许也与蔚来汽车引以为傲的换电技术有关。</p>\n<p>自成立以来，蔚来坚持发展换电业务，可充、可换、可升级的电池管理方案已经成为蔚来的一块独特招牌。据蔚来官方介绍，截至目前蔚来已经拥有了733座换电站。预计到2022年底，蔚来要建成1300+座换电站、6000+座超充桩，以及超过1万个目的地充电桩。</p>\n<p>不过，据不少蔚来车主表示，蔚来换电站的便利性似乎不敢恭维：一是蔚来换电站太少，与全国近12万座的加油站相比，700多座换电站几乎是少得可怜；二是换电站只有4个标准车位、13块电池，电池本身还需要充电，“哪怕附近有换电站，有电池也跟中奖一样艰难”！</p>\n<p>另外，对绝大多数用户来说，蔚来汽车的换电成本非常高昂。就拿刚刚发布的ET5来说，租电池方案购车价格为25.8万（不含电池），这已是豪车的门槛，并高于尺寸相近、续航相近的小鹏P7（补贴后起售价为21.99万元）和特斯拉Model 3（补贴后起售价为25.5652万元）。而且ET5租电池方案下的电池月费分别为980元、1480元，远高于目前的燃油车加油费用。</p>\n<p><img src=\"https://static.tigerbbs.com/b22ecd1df70738c7a9b6098a0cd42c10\" tg-width=\"550\" tg-height=\"221\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<h2></h2>\n<p>综上种种，如果李斌真正了解这些用户体验，或许就能够理解为什么那么多人买油车了。</p>\n<p><b>掉队的蔚来，不是4年前的特斯拉</b></p>\n<p>乘联会最新数据显示，2021年1-11月，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>累计新车交付量为82155辆，正式超越蔚来（80940辆）成为造车新势力第一名。而且从小鹏汽车最近的上升势头来看，蔚来新势力“大哥”之位或将永远成为过去式。</p>\n<p>小鹏汽车之所以超越蔚来，一个原因就在于小鹏汽车价格更加亲民，符合大众市场。但蔚来汽车平均价格在40万元左右，价格过高、脱离正在爆发的中端大众市场成为蔚来继续发展的阻碍。</p>\n<p><img src=\"https://static.tigerbbs.com/2f24b77fbcff87d352528cc19de3635d\" tg-width=\"422\" tg-height=\"458\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<h2></h2>\n<p>实际上，在蔚来ET5价格公布之后，有关ET5价格为何不在Model 3区间的问题被问的最多。李斌对此的回应是，搞到25万以下也不是没可能，“如果不搞这么多用户权益的话。”</p>\n<p>显然，为了让蔚来车主享受到更多服务与权益，ET5只能牺牲掉价格上的优势。但如此一来，蔚来就完全放弃了30万元以下的整车市场。</p>\n<p>与主流新能源车企所采用的高压充电模式不同，蔚来汽车一直在豪赌换电技术，但除了用户使用实际便利性等问题之外，蔚来换电站目前还面临对内无法收费（蔚来首任车主可终身享受每月6次的免费换电服务）、对外无法创收的尴尬。</p>\n<p>由于动力电池的规格参数尚未统一，蔚来换电站无法向非蔚来车型提供换电服务，而即便是年销售千万级别的大众、丰田也无法承担单独自建加油站的成本，规模十倍以上的特斯拉也需要将自家充电桩对外提供服务。蔚来的自建换电站，还能持续多久、扩大多少规模，令人担忧。</p>\n<p>显然，高企的换电成本，也是蔚来汽车迟迟无法降价的一个重要原因。</p>\n<p>此外，李斌此前之所以高调为江淮工厂站台，是因为蔚来ES8量产后由<a href=\"https://laohu8.com/S/600418\">江淮汽车</a>代工。但由于早期亏损严重，蔚来取消了位于上海嘉定的工厂建设计划。自此，蔚来在自建产能布局方面开始落后，如今面临到产能和供应链的双重压力。</p>\n<p>作为“蔚小理”阵营中的昔日“老大”，蔚来在2021年下半年掉队已经成为常态化。针对这一问题，秦力洪在媒体会上似乎无法给予正面回应，只是表示三者定位不同，不存在可比性。执着于高端定位、用户服务，成本高企的蔚来，实则是无法正视这一问题。</p>\n<p>“把BBA搞成NBA是我们的目标，这是短兵相接的竞争”，相比于新势力同行竞争，蔚来似乎对PK传统的BBA更有信心。</p>\n<p>短兵相接并不假。就在ET5发布之前，BBA们的电动化转型已经按下加速键，除了iX3之外，宝马i4、iNEXT等一批I系列电动车型将陆续上市，奔驰EQS也在国内正式上市。显然，蔚来不仅要面对BBA油车竞争，还要面对它们纯电车型的正面反攻。</p>\n<p>“我们今天差不多相当于2017年时候的特斯拉，也就是Model 3交付之前。”李斌如此表示。</p>\n<p>但4年前的Model 3，在电动车领域毫无敌手，而4年后的ET5，却是强敌环伺。如今的蔚来汽车，显然不是4年前的特斯拉，李斌也需要想明白这个问题。</p>","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\" />\n<title>掉队的蔚来，不是4年前的特斯拉</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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*/\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掉队的蔚来，不是4年前的特斯拉\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-27 10:15 北京时间&nbsp;&nbsp;&nbsp;<a href=http://tech.sina.cn/csj/2021-12-27/doc-ikyamrmz1426048.d.html?vt=4><strong>砺石商业评论</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2021年12月18日，在2021蔚来日（NIO Day 2021）上，蔚来正式发布中型智能电动轿跑ET5，起售价为32.8万元，顶配版为38.6万元。如果采用蔚来的租赁电池方案，ET5起售价可以降低到25.8万元，电池月费为980元/月、1480元/月。ET5预计将于2022年9月开启交付。\n成立7年之后，蔚来迎来了第五款量产车型，这也是蔚来旗下第二款轿车。\n很多人或许还记得，不到一年之前的...</p>\n\n<a href=\"http://tech.sina.cn/csj/2021-12-27/doc-ikyamrmz1426048.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://static.tigerbbs.com/afc7dadaf98d9f1c51a215f311f70a37","relate_stocks":{"BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4531":"中概回港概念","BK4532":"文艺复兴科技持仓","BK4505":"高瓴资本持仓","BK4099":"汽车制造商","BK4504":"桥水持仓","BK4555":"新能源车","BK4550":"红杉资本持仓","BK4551":"寇图资本持仓","BK4526":"热门中概股","BK4509":"腾讯概念","NIO":"蔚来","TSLA":"特斯拉","BK4548":"巴美列捷福持仓","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"http://tech.sina.cn/csj/2021-12-27/doc-ikyamrmz1426048.d.html?vt=4","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2194170492","content_text":"2021年12月18日，在2021蔚来日（NIO Day 2021）上，蔚来正式发布中型智能电动轿跑ET5，起售价为32.8万元，顶配版为38.6万元。如果采用蔚来的租赁电池方案，ET5起售价可以降低到25.8万元，电池月费为980元/月、1480元/月。ET5预计将于2022年9月开启交付。\n成立7年之后，蔚来迎来了第五款量产车型，这也是蔚来旗下第二款轿车。\n很多人或许还记得，不到一年之前的2021年1月9日，蔚来在成都正式发布了其首款智能纯电动轿车ET7。由于号称使用“固态电池”，续航超过“1000公里”，搭载激光雷达，ET7一时声名大噪。按照蔚来的计划，2022年3月，ET7量产车型将正式上市。\n与备受瞩目的ET7相比，蔚来ET5车型、软硬件配置都较为相近，最大的优势在于价格。不过，尽管相较ET7便宜了12万元，ET5与Model 3、比亚迪汉、小鹏P7、极氪001等同类竞品相比，起售价却是最高的。\n但据创始人李斌表示，ET5仍是蔚来有史以来订单最多的一次。蔚来联合创始人秦力洪也表示，“涌进来的订单太多，一度把我们的App给搞趴下十几分钟。”\n李斌在当日媒体沟通会上还表示，无法理解现在还有人买油车，“除了能闻到一点汽油味，实在想不到有什么好的”。\n李斌的言论一出，立马引起了不小的争议，被不少网友视为现代版的“何不食肉糜”。显然，李斌不仅需要“想明白怎么还有人买油车”，也需要再好好考虑下蔚来ET5的定价问题。\n5大于3，ET5就能吊打宝马、特斯拉？\n今年7月，蔚来新车交付量首次被小鹏、理想超越，痛失冠军宝座，自此以后，蔚来掉队已经成为“新常态”。10月份，蔚来新车交付量仅为3667辆，同比下滑27.5%，排名跌至新势力第五。\n从“蔚小理”阵营掉队的蔚来，太需要一款“国民车型”来走量。但从起售价仍然高达32.8万元的ET5来看，蔚来似乎对此问题仍没有清醒的认识。\nET5发布之前，蔚来汽车企业传播高级总监马麟在朋友圈发文称，“蔚来第五款量产车发布后，XX市场就要变天了”，同时强调“5大于3”。\n\n\n这里的3是两款名字中带“3”的车型，业内人士都清楚，指的是高端中型轿车里卖得最好的宝马3系和电动车市场销量冠军特斯拉Model 3。\n按照蔚来的说法，ET5之所以“大于”Model 3，在于整车尺寸、双电机和19项辅助驾驶标配等指标。我们暂且认为在这些指标上，ET5胜过Model 3，但蔚来似乎忘记了双方品牌的差距。引领电动汽车行业潮流的特斯拉，无疑是当前汽车品牌中最潮、最酷、最具科技感的那一个，其品牌在市场中的号召力要远胜过蔚来。\n对标宝马3系，ET5就更加自信，用李斌的话说就是“完全不理解还有人买油车”。利用ET5对标宝马3系，强调自身豪车品牌定位，蔚来此举有着明显“强蹭”宝马之嫌。毕竟拥有百年辉煌的BMW，在品牌、技术、规模、供应链等方面的实力，蔚来难以望其项背。正如同iphone经常在各种手机发布会上被“吊打”一样，众多国产手机品牌堆料十足，却依然无法抗衡苹果。所以单单靠尺寸、百米加速等性能指标来证明ET5超越宝马3系，蔚来明显是自说自话。\n而且ET5的发布还可能带来“左右手互搏”的问题。相比车型、配置都较为相近的ET7，ET5便宜了将近12万元，这很难不引起部分ET7预定车主的倒戈。\n针对ET5有可能会“杀敌一千，自损八百”的担忧，蔚来总裁秦力洪坦陈部分预定ET7的用户犹豫很正常，“ET5绝大多数订单还是来自没买过任何蔚来产品的新用户。”李斌则直接表示“家里两个孩子，谁有出息都行”。\n但即便牺牲ET7，ET5恐怕也难成为爆款。与Model 3、比亚迪汉、小鹏P7、极氪001等同类竞品相比，ET5起售价最高。而面对已经量产交付且售价更便宜的Model 3、小鹏P7，有多少用户愿意用近一年的时间去等待ET5？\n\n\n用户买油车，并不难理解\n自2014年11月创立至今，刚满7岁的蔚来一直争议不断、话题不断。尤其是其创始人李斌一次次的“雷人”语录，更是给蔚来品牌带来了话题。\n比如2018年10月，一段李斌接受央视采访的小视频冲上热搜，视频中李斌声称“保时捷工厂比不上江淮的工厂”引来群嘲和热议。\n这次ET5的发布，李斌心情明显不错，接受采访时又开始“放飞自我”。从公开的完整视频来看，李斌是在回答某位提问者有关“ET5和油车比较”这样的问题时，一时兴起发感慨的。\n视频中，面带招牌微笑的李斌表示“完全想不出油车除了能闻点汽油味还有什么好”，随后李斌还用机械表和电子表做了个类比，认为买油车就像买机械表一样，更多是一种情怀，然后又反击了外界对充电焦虑的质疑，认为充电焦虑的基本都是汽油车用户操电动车的心。\n\n\n李斌还表示，不只是买蔚来的用户，买其他品牌电车的人都是明智的。蔚来有信心去和BBA的油车打，还建议消费者宁可去买宝马的电动车，也不要买宝马的油车。李斌的话里话外都流露着“油车已是老古董”的味道。\n但刚刚过去的11月，我国狭义乘用车销量达到了181.6万辆，新能源汽车只占到了37.8万辆，其中还有相当一部分是油电混合汽车，并不是纯电动汽车。如此看来，“不明智”的消费者大有人在。\n有人认为，号称“出行教父”的李斌很可能是故意为之，以此来增加蔚来ET5的曝光度，毕竟现在更多的消费者愿意买油车，实际上并不难理解。\n随着电池技术的提升，电动汽车的续航能力近年来有了显著提高，但电动车的冬季续航里程焦虑以及传统节假日排队充电问题依旧无解，这是当下所有的油车用户必须要操的心。\n而李斌之所以强调充电焦虑这一问题，或许也与蔚来汽车引以为傲的换电技术有关。\n自成立以来，蔚来坚持发展换电业务，可充、可换、可升级的电池管理方案已经成为蔚来的一块独特招牌。据蔚来官方介绍，截至目前蔚来已经拥有了733座换电站。预计到2022年底，蔚来要建成1300+座换电站、6000+座超充桩，以及超过1万个目的地充电桩。\n不过，据不少蔚来车主表示，蔚来换电站的便利性似乎不敢恭维：一是蔚来换电站太少，与全国近12万座的加油站相比，700多座换电站几乎是少得可怜；二是换电站只有4个标准车位、13块电池，电池本身还需要充电，“哪怕附近有换电站，有电池也跟中奖一样艰难”！\n另外，对绝大多数用户来说，蔚来汽车的换电成本非常高昂。就拿刚刚发布的ET5来说，租电池方案购车价格为25.8万（不含电池），这已是豪车的门槛，并高于尺寸相近、续航相近的小鹏P7（补贴后起售价为21.99万元）和特斯拉Model 3（补贴后起售价为25.5652万元）。而且ET5租电池方案下的电池月费分别为980元、1480元，远高于目前的燃油车加油费用。\n\n\n综上种种，如果李斌真正了解这些用户体验，或许就能够理解为什么那么多人买油车了。\n掉队的蔚来，不是4年前的特斯拉\n乘联会最新数据显示，2021年1-11月，小鹏汽车累计新车交付量为82155辆，正式超越蔚来（80940辆）成为造车新势力第一名。而且从小鹏汽车最近的上升势头来看，蔚来新势力“大哥”之位或将永远成为过去式。\n小鹏汽车之所以超越蔚来，一个原因就在于小鹏汽车价格更加亲民，符合大众市场。但蔚来汽车平均价格在40万元左右，价格过高、脱离正在爆发的中端大众市场成为蔚来继续发展的阻碍。\n\n\n实际上，在蔚来ET5价格公布之后，有关ET5价格为何不在Model 3区间的问题被问的最多。李斌对此的回应是，搞到25万以下也不是没可能，“如果不搞这么多用户权益的话。”\n显然，为了让蔚来车主享受到更多服务与权益，ET5只能牺牲掉价格上的优势。但如此一来，蔚来就完全放弃了30万元以下的整车市场。\n与主流新能源车企所采用的高压充电模式不同，蔚来汽车一直在豪赌换电技术，但除了用户使用实际便利性等问题之外，蔚来换电站目前还面临对内无法收费（蔚来首任车主可终身享受每月6次的免费换电服务）、对外无法创收的尴尬。\n由于动力电池的规格参数尚未统一，蔚来换电站无法向非蔚来车型提供换电服务，而即便是年销售千万级别的大众、丰田也无法承担单独自建加油站的成本，规模十倍以上的特斯拉也需要将自家充电桩对外提供服务。蔚来的自建换电站，还能持续多久、扩大多少规模，令人担忧。\n显然，高企的换电成本，也是蔚来汽车迟迟无法降价的一个重要原因。\n此外，李斌此前之所以高调为江淮工厂站台，是因为蔚来ES8量产后由江淮汽车代工。但由于早期亏损严重，蔚来取消了位于上海嘉定的工厂建设计划。自此，蔚来在自建产能布局方面开始落后，如今面临到产能和供应链的双重压力。\n作为“蔚小理”阵营中的昔日“老大”，蔚来在2021年下半年掉队已经成为常态化。针对这一问题，秦力洪在媒体会上似乎无法给予正面回应，只是表示三者定位不同，不存在可比性。执着于高端定位、用户服务，成本高企的蔚来，实则是无法正视这一问题。\n“把BBA搞成NBA是我们的目标，这是短兵相接的竞争”，相比于新势力同行竞争，蔚来似乎对PK传统的BBA更有信心。\n短兵相接并不假。就在ET5发布之前，BBA们的电动化转型已经按下加速键，除了iX3之外，宝马i4、iNEXT等一批I系列电动车型将陆续上市，奔驰EQS也在国内正式上市。显然，蔚来不仅要面对BBA油车竞争，还要面对它们纯电车型的正面反攻。\n“我们今天差不多相当于2017年时候的特斯拉，也就是Model 3交付之前。”李斌如此表示。\n但4年前的Model 3，在电动车领域毫无敌手，而4年后的ET5，却是强敌环伺。如今的蔚来汽车，显然不是4年前的特斯拉，李斌也需要想明白这个问题。","news_type":1},"isVote":1,"tweetType":1,"viewCount":671,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871215006,"gmtCreate":1637073785531,"gmtModify":1637073785531,"author":{"id":"3522323626613814","authorId":"3522323626613814","name":"ninja_5799","avatar":"https://static.tigerbbs.com/5f24947a1bd5664533948b00ce7db5cf","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>我蔚你是怎么了","listText":"<a 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