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大战法拉利利

大战法拉利利

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大战法拉利利

11-19

$英伟达(NVDA)$

大战法拉利利

11-12

$美国超微公司(AMD)$

大战法拉利利

11-06

$美高梅中国(02282)$

大战法拉利利

10-01

$Avalon GloboCare(ALBT)$

大战法拉利利

09-24

‌$英伟达(NVDA)$ ‌好家伙，这波拉升也太猛了

大战法拉利利

09-24

‌$英伟达(NVDA)$ ‌成交资金这算剧烈波动了吧，短时间

大战法拉利利

09-20

‌$英伟达(NVDA)$ ‌资金有点不一样啊，比平时量大

大战法拉利利

06-13

‌$特斯拉(TSLA)$ ‌开盘跑了不少啊。

大战法拉利利

05-25

‌$特斯拉(TSLA)$ ‌最近交易费用涨了，大家注意了吗？

大战法拉利利

05-09

学习了

@期权异动观察:热门股covered call 量化策略【5月9日】

大战法拉利利

05-06

‌$特斯拉(TSLA)$ ‌今天多方后劲不足，空方逐渐占优势了。看来至少今天不容易上去，压力比较大。看178左右收，差不多吧

大战法拉利利

04-29

‌$特斯拉(TSLA)$ ‌做空力量还是不小的，毕竟站稳180意味着整个大趋势就转多了

大战法拉利利

04-29

‌$特斯拉(TSLA)$ ‌‌$特斯拉(TSLA)$ ‌太疯狂，从集体看空到疯狂做多，妈的心脏受的了吗

大战法拉利利

04-27

突破180就确立多头趋势，我认为目前情况看来不是一件容易的事。接近这个位置做空成功率高。

大战法拉利利

04-06

$特斯拉(TSLA)$ 啥情况，又来，来回跳

大战法拉利利

04-05

$特斯拉(TSLA)$ 瞬间拉起来，又咋了？

大战法拉利利

04-05

$特斯拉(TSLA)$ 什么事，又怎么了

大战法拉利利

2023-11-04

车好像还不错，但是一直赔钱的话，这买卖能长久吗

蔚来确认裁员10%，三年内不提升财务表现的项目将被推迟或削减

大战法拉利利

2023-11-01

最近不太顺利，做反的时候多

大战法拉利利

2023-10-03

‌$Avalon GloboCare(ALBT)$ ‌hanhandepy,yangleduo

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‌资金有点不一样啊，比平时量大","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/351439594930264","isVote":1,"tweetType":1,"viewCount":349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316450601726256,"gmtCreate":1718286184834,"gmtModify":1718286186283,"author":{"id":"3522571746138058","authorId":"3522571746138058","name":"大战法拉利利","avatar":"https://static.tigerbbs.com/9bd306931fdec0994ea11b59c00ad509","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3522571746138058","authorIdStr":"3522571746138058"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ &nbsp;</a>‌开盘跑了不少啊。","listText":"‌<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ &nbsp;</a>‌开盘跑了不少啊。","text":"‌$特斯拉(TSLA)$ 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call 量化策略【5月9日】","htmlText":"卖备兑看涨期权（sell covered call），是很多大的基金采用的策略，美股散户也可以借鉴该策略。您可以在持有股票的同时获得收益。 策略执行方法是，持有或买入股票，卖出股票相对应的看涨期权。这个策略适合长期持有某些近期横盘不动或者有利空消息的股票的投资者，通过做备兑，对冲一下风险，可能会获得额外收益。 小涨多赚钱，不涨多赚钱，下跌少亏钱。只有股票暴涨时不推荐做备兑。所以在长期持有一些标的时滚动做备兑，对成熟投资者，可能是一个很好的策略。 收益对比 假设2021年1月1日到12月17日期间投资者持有亚马逊 200股股票 持有期间如果无操作，则最后的总资产为675484美元 持有期间如果进行covered call策略，每周操作一次；如果行权卖出100股股票后，下一个交易日再买入100股。最后的总资产为728898美元。 Covered Call策略：卖出看涨期权池（仅供参考） 期权代码 标的代码 到期日 行权价 权利金 隐含波动率 年化收益率 <a target=\"_blank\" href=\"https://laohu8.com/OPT/TSLA 20240517 200.0 call\">$TSLA 20240517 200.0 call$</a> TSLA 2024/05/17 200.0 0.260000 0.500000 6.04% <a target=\"_blank\" href=\"https://laohu8.com/OPT/NVDA 20240517 1005.0 call\">$NVDA 20240517 1005.0 call$</a> NVDA 2024/05/17 1005.0 3.100000 0.480000 13.91%","listText":"卖备兑看涨期权（sell covered call），是很多大的基金采用的策略，美股散户也可以借鉴该策略。您可以在持有股票的同时获得收益。 策略执行方法是，持有或买入股票，卖出股票相对应的看涨期权。这个策略适合长期持有某些近期横盘不动或者有利空消息的股票的投资者，通过做备兑，对冲一下风险，可能会获得额外收益。 小涨多赚钱，不涨多赚钱，下跌少亏钱。只有股票暴涨时不推荐做备兑。所以在长期持有一些标的时滚动做备兑，对成熟投资者，可能是一个很好的策略。 收益对比 假设2021年1月1日到12月17日期间投资者持有亚马逊 200股股票 持有期间如果无操作，则最后的总资产为675484美元 持有期间如果进行covered call策略，每周操作一次；如果行权卖出100股股票后，下一个交易日再买入100股。最后的总资产为728898美元。 Covered Call策略：卖出看涨期权池（仅供参考） 期权代码 标的代码 到期日 行权价 权利金 隐含波动率 年化收益率 <a target=\"_blank\" href=\"https://laohu8.com/OPT/TSLA 20240517 200.0 call\">$TSLA 20240517 200.0 call$</a> TSLA 2024/05/17 200.0 0.260000 0.500000 6.04% <a target=\"_blank\" href=\"https://laohu8.com/OPT/NVDA 20240517 1005.0 call\">$NVDA 20240517 1005.0 call$</a> NVDA 2024/05/17 1005.0 3.100000 0.480000 13.91%","text":"卖备兑看涨期权（sell covered call），是很多大的基金采用的策略，美股散户也可以借鉴该策略。您可以在持有股票的同时获得收益。 策略执行方法是，持有或买入股票，卖出股票相对应的看涨期权。这个策略适合长期持有某些近期横盘不动或者有利空消息的股票的投资者，通过做备兑，对冲一下风险，可能会获得额外收益。 小涨多赚钱，不涨多赚钱，下跌少亏钱。只有股票暴涨时不推荐做备兑。所以在长期持有一些标的时滚动做备兑，对成熟投资者，可能是一个很好的策略。 收益对比 假设2021年1月1日到12月17日期间投资者持有亚马逊 200股股票 持有期间如果无操作，则最后的总资产为675484美元 持有期间如果进行covered call策略，每周操作一次；如果行权卖出100股股票后，下一个交易日再买入100股。最后的总资产为728898美元。 Covered Call策略：卖出看涨期权池（仅供参考） 期权代码 标的代码 到期日 行权价 权利金 隐含波动率 年化收益率 $TSLA 20240517 200.0 call$ TSLA 2024/05/17 200.0 0.260000 0.500000 6.04% $NVDA 20240517 1005.0 call$ NVDA 2024/05/17 1005.0 3.100000 0.480000 13.91%","images":[{"img":"https://static.tigerbbs.com/156e8483f0c3a134a64b4bef3013c761"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/304096632955024","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":952,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303003687837968,"gmtCreate":1715010792999,"gmtModify":1715010794512,"author":{"id":"3522571746138058","authorId":"3522571746138058","name":"大战法拉利利","avatar":"https://static.tigerbbs.com/9bd306931fdec0994ea11b59c00ad509","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3522571746138058","authorIdStr":"3522571746138058"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ 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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ &nbsp;</a>‌做空力量还是不小的，毕竟站稳180意味着整个大趋势就转多了","listText":"‌<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ &nbsp;</a>‌做空力量还是不小的，毕竟站稳180意味着整个大趋势就转多了","text":"‌$特斯拉(TSLA)$ ‌做空力量还是不小的，毕竟站稳180意味着整个大趋势就转多了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/300565064478976","isVote":1,"tweetType":1,"viewCount":1536,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":300551889482016,"gmtCreate":1714396438041,"gmtModify":1714396439345,"author":{"id":"3522571746138058","authorId":"3522571746138058","name":"大战法拉利利","avatar":"https://static.tigerbbs.com/9bd306931fdec0994ea11b59c00ad509","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3522571746138058","authorIdStr":"3522571746138058"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ &nbsp;</a>‌‌<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ &nbsp;</a>‌太疯狂，从集体看空到疯狂做多，妈的心脏受的了吗","listText":"‌<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ &nbsp;</a>‌‌<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ &nbsp;</a>‌太疯狂，从集体看空到疯狂做多，妈的心脏受的了吗","text":"‌$特斯拉(TSLA)$ ‌‌$特斯拉(TSLA)$ ‌太疯狂，从集体看空到疯狂做多，妈的心脏受的了吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/300551889482016","isVote":1,"tweetType":1,"viewCount":1173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":299692073349416,"gmtCreate":1714186528295,"gmtModify":1714275363655,"author":{"id":"3522571746138058","authorId":"3522571746138058","name":"大战法拉利利","avatar":"https://static.tigerbbs.com/9bd306931fdec0994ea11b59c00ad509","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3522571746138058","authorIdStr":"3522571746138058"},"themes":[],"htmlText":"突破180就确立多头趋势，我认为目前情况看来不是一件容易的事。接近这个位置做空成功率高。","listText":"突破180就确立多头趋势，我认为目前情况看来不是一件容易的事。接近这个位置做空成功率高。","text":"突破180就确立多头趋势，我认为目前情况看来不是一件容易的事。接近这个位置做空成功率高。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/299692073349416","isVote":1,"tweetType":1,"viewCount":1159,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3550390468130901","authorId":"3550390468130901","name":"最稳美股赢家","avatar":"https://static.tigerbbs.com/c5b121d035572f9dfbfe2e7b3b4adbfa","crmLevel":1,"crmLevelSwitch":0,"idStr":"3550390468130901","authorIdStr":"3550390468130901"},"content":"你空了吗？你还好吗？不会被轧空了吧？","text":"你空了吗？你还好吗？不会被轧空了吧？","html":"你空了吗？你还好吗？不会被轧空了吧？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":292098208395496,"gmtCreate":1712339007346,"gmtModify":1712339009624,"author":{"id":"3522571746138058","authorId":"3522571746138058","name":"大战法拉利利","avatar":"https://static.tigerbbs.com/9bd306931fdec0994ea11b59c00ad509","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3522571746138058","authorIdStr":"3522571746138058"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>瞬间拉起来，又咋了？","text":"$特斯拉(TSLA)$ 瞬间拉起来，又咋了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/292068479291712","isVote":1,"tweetType":1,"viewCount":2176,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3442974577839237","authorId":"3442974577839237","name":"我想我是爱琴海","avatar":"https://static.tigerbbs.com/6b0659c9c2b0dffdf184edfdfc348277","crmLevel":9,"crmLevelSwitch":1,"idStr":"3442974577839237","authorIdStr":"3442974577839237"},"content":"老马辟谣了","text":"老马辟谣了","html":"老马辟谣了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":292065220354112,"gmtCreate":1712330929853,"gmtModify":1712330931059,"author":{"id":"3522571746138058","authorId":"3522571746138058","name":"大战法拉利利","avatar":"https://static.tigerbbs.com/9bd306931fdec0994ea11b59c00ad509","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3522571746138058","authorIdStr":"3522571746138058"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>什么事，又怎么了","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>什么事，又怎么了","text":"$特斯拉(TSLA)$ 什么事，又怎么了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/292065220354112","isVote":1,"tweetType":1,"viewCount":2216,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"203105757513414","authorId":"203105757513414","name":"昵称567","avatar":"https://static.tigerbbs.com/87061f98cee6875ec1599d4c24bee99f","crmLevel":6,"crmLevelSwitch":1,"idStr":"203105757513414","authorIdStr":"203105757513414"},"content":"不研究model2了","text":"不研究model2了","html":"不研究model2了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":237703156080648,"gmtCreate":1699065827131,"gmtModify":1699065829124,"author":{"id":"3522571746138058","authorId":"3522571746138058","name":"大战法拉利利","avatar":"https://static.tigerbbs.com/9bd306931fdec0994ea11b59c00ad509","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3522571746138058","authorIdStr":"3522571746138058"},"themes":[],"htmlText":"车好像还不错，但是一直赔钱的话，这买卖能长久吗","listText":"车好像还不错，但是一直赔钱的话，这买卖能长久吗","text":"车好像还不错，但是一直赔钱的话，这买卖能长久吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/237703156080648","repostId":"2380875221","repostType":2,"repost":{"id":"2380875221","pubTimestamp":1699061009,"share":"https://www.laohu8.com/m/news/2380875221?lang=&edition=full","pubTime":"2023-11-04 09:23","market":"hk","language":"zh","title":"蔚来确认裁员10%，三年内不提升财务表现的项目将被推迟或削减","url":"https://stock-news.laohu8.com/highlight/detail?id=2380875221","media":"财经涂鸦","summary":"“蔚来截至去年底有2.68万员工，10%意味着裁2000-3000人。”今后，蔚来对于三年内不提升财务表现的项目，将被推迟和削减，以确保公司的长期竞争力。对于此次调整，蔚来相关工作人员表示，这是公司采取的一种降本增效的措施，有利于企业长远发展。上述蔚来工作人员强调称。而2022年累计交付约12.25万辆汽车，今年前10个月，蔚来交付新车达126067台，勉强超过去年全年总数，无法实现今年的目标。","content":"<html><body><article><p>（原标题：<a href=\"https://laohu8.com/S/NIO\">蔚来</a>确认裁员10%，三年内不提升财务表现的项目将被推迟或削减）</p><p><strong>“</strong><strong><a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>截至去年底有2.68万员工，</strong><strong>10%</strong><strong>意味着裁2</strong><strong>000-3000</strong><strong>人</strong><strong>。</strong><strong>”</strong></p><p>作者：杨雪 编辑：tuya 出品：财经涂鸦</p><p>11月3日，蔚来汽车（NIO.US）创始人、董事长兼CEO李斌发布《组织优化与两年优先事项》的内部全员信（以下简称“全员信”），提及蔚来将要开展涉及组织和资源投入方向的调整。公司将减少10%左右的岗位，具体调整会在11月完成。</p><p>据李斌透露，过去两个月，蔚来进行了三十多场两年经营计划的分析讨论会，以确定每个业务未来两年的目标、关键成功要素与优先事项、行动计划、需要的资源，识别组织优化、降本提效的机会。</p><p>李斌提及蔚来将要开展涉及组织和资源投入方向的调整。他提到，蔚来会开展“三个确保”和“两个提效”。“三个确保”包括确保核心关键技术的投入，保持技术与产品的领先优势；确保销售服务能力足够应对激烈市场竞争；确保3个品牌9款核心产品如期上市。“两个提效”包括提升人效10%和加速资源提效。</p><p>今后，<strong>蔚来对于三年内不提升财务表现的项目，将被推迟和削减，以确保公司的长期竞争力。</strong></p><p>对于此次调整，蔚来相关工作人员表示，这是公司采取的一种降本增效的措施，有利于企业长远发展。“公司核心研发不会受到影响。”上述蔚来工作人员强调称。</p><p>尽管比此前市场传言的10%-20%的裁员比例要低一些，但蔚来截至去年底共有2.68万名员工，在“蔚小理”三家品牌中员工数最高，<strong>10%</strong><strong>的比例也有近</strong><strong>3000人</strong>。在造车新势力中，蔚来的研发、市场与销售员工比例较多，用户体验部门员工数量接近1.20万名，占总数的44.8%。</p><p>与此同时，目前蔚来的一些部门仍在开启招聘，第三方招聘平台上仍有自动驾驶研发工程师招募信息，华为等公司的工程师曾接到蔚来猎头的电话。</p><p>事实上早在今年1月，李斌发布的全员信中就提到要精简团队。他当时指出，2022年团队持续扩张，但职责不清晰、目标不一致、流程不完善、重复建设的情况比比皆是，效率还有非常大的提升空间。</p><p>李斌还在年初定下了2023年的销量目标，是在2022年基础上实现翻倍，进一步提高公司毛利率。而2022年累计交付约12.25万辆汽车，今年前10个月，蔚来交付新车达126067台，勉强超过去年全年总数，无法实现今年的目标。</p><p>从财务状况来看，蔚来也确实面临降本增效的巨大压力。今年上半年，蔚来营收为194.5亿元，同比下降3.74%，<strong>净亏损高达109.26亿元，</strong>同比扩大139.1%。与之对比的，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>财务业绩颇为亮眼，今年上半年<span>净利润</span>达32.4亿元。</p><p>李斌在信中坦言，蔚来在成交价30万以上纯电市场获得了40%以上的市场份额，但综合表现离预期目标仍有差距。要想赢得参与决赛的资格，必须进一步提高执行效率，并确保关键业务有足够的资源投入。</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>蔚来确认裁员10%，三年内不提升财务表现的项目将被推迟或削减</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蔚来确认裁员10%，三年内不提升财务表现的项目将被推迟或削减\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-04 09:23 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023110410054483e74530&s=b><strong>财经涂鸦</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>（原标题：蔚来确认裁员10%，三年内不提升财务表现的项目将被推迟或削减）“蔚来截至去年底有2.68万员工，10%意味着裁2000-3000人。”作者：杨雪 编辑：tuya 出品：财经涂鸦11月3日，蔚来汽车（NIO.US）创始人、董事长兼CEO李斌发布《组织优化与两年优先事项》的内部全员信（以下简称“全员信”），提及蔚来将要开展涉及组织和资源投入方向的调整。公司将减少10%左右的岗位，具体调整会在...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023110410054483e74530&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","09866":"蔚来-SW","BK1119":"汽车制造商","BK1588":"回港中概股"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023110410054483e74530&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2380875221","content_text":"（原标题：蔚来确认裁员10%，三年内不提升财务表现的项目将被推迟或削减）“蔚来截至去年底有2.68万员工，10%意味着裁2000-3000人。”作者：杨雪 编辑：tuya 出品：财经涂鸦11月3日，蔚来汽车（NIO.US）创始人、董事长兼CEO李斌发布《组织优化与两年优先事项》的内部全员信（以下简称“全员信”），提及蔚来将要开展涉及组织和资源投入方向的调整。公司将减少10%左右的岗位，具体调整会在11月完成。据李斌透露，过去两个月，蔚来进行了三十多场两年经营计划的分析讨论会，以确定每个业务未来两年的目标、关键成功要素与优先事项、行动计划、需要的资源，识别组织优化、降本提效的机会。李斌提及蔚来将要开展涉及组织和资源投入方向的调整。他提到，蔚来会开展“三个确保”和“两个提效”。“三个确保”包括确保核心关键技术的投入，保持技术与产品的领先优势；确保销售服务能力足够应对激烈市场竞争；确保3个品牌9款核心产品如期上市。“两个提效”包括提升人效10%和加速资源提效。今后，蔚来对于三年内不提升财务表现的项目，将被推迟和削减，以确保公司的长期竞争力。对于此次调整，蔚来相关工作人员表示，这是公司采取的一种降本增效的措施，有利于企业长远发展。“公司核心研发不会受到影响。”上述蔚来工作人员强调称。尽管比此前市场传言的10%-20%的裁员比例要低一些，但蔚来截至去年底共有2.68万名员工，在“蔚小理”三家品牌中员工数最高，10%的比例也有近3000人。在造车新势力中，蔚来的研发、市场与销售员工比例较多，用户体验部门员工数量接近1.20万名，占总数的44.8%。与此同时，目前蔚来的一些部门仍在开启招聘，第三方招聘平台上仍有自动驾驶研发工程师招募信息，华为等公司的工程师曾接到蔚来猎头的电话。事实上早在今年1月，李斌发布的全员信中就提到要精简团队。他当时指出，2022年团队持续扩张，但职责不清晰、目标不一致、流程不完善、重复建设的情况比比皆是，效率还有非常大的提升空间。李斌还在年初定下了2023年的销量目标，是在2022年基础上实现翻倍，进一步提高公司毛利率。而2022年累计交付约12.25万辆汽车，今年前10个月，蔚来交付新车达126067台，勉强超过去年全年总数，无法实现今年的目标。从财务状况来看，蔚来也确实面临降本增效的巨大压力。今年上半年，蔚来营收为194.5亿元，同比下降3.74%，净亏损高达109.26亿元，同比扩大139.1%。与之对比的，理想汽车财务业绩颇为亮眼，今年上半年净利润达32.4亿元。李斌在信中坦言，蔚来在成交价30万以上纯电市场获得了40%以上的市场份额，但综合表现离预期目标仍有差距。要想赢得参与决赛的资格，必须进一步提高执行效率，并确保关键业务有足够的资源投入。","news_type":1},"isVote":1,"tweetType":1,"viewCount":909,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":236808340897960,"gmtCreate":1698847381538,"gmtModify":1698847383129,"author":{"id":"3522571746138058","authorId":"3522571746138058","name":"大战法拉利利","avatar":"https://static.tigerbbs.com/9bd306931fdec0994ea11b59c00ad509","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3522571746138058","authorIdStr":"3522571746138058"},"themes":[],"htmlText":"最近不太顺利，做反的时候多","listText":"最近不太顺利，做反的时候多","text":"最近不太顺利，做反的时候多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/236808340897960","isVote":1,"tweetType":1,"viewCount":675,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":226659914911992,"gmtCreate":1696344962094,"gmtModify":1696344962961,"author":{"id":"3522571746138058","authorId":"3522571746138058","name":"大战法拉利利","avatar":"https://static.tigerbbs.com/9bd306931fdec0994ea11b59c00ad509","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3522571746138058","authorIdStr":"3522571746138058"},"themes":[],"htmlText":"‌<a 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