hello123的个人主页 - 老虎社区

hello123

hello123

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IP属地：浙江

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1主题

0勋章

11-25

你开心就好

NIO's Onvo unlikely to turn around company's lack of profitability - analyst

11-25

你高兴就好

Goldman Sachs Downgrades NIO to Sell, $3.90 Price Target

11-21

国外公司真挣钱

英伟达Q3业绩全面超预期，但Q4营收预期未能打动华尔街

11-14

但凡财报还不错的中概一律被疯狂做空，看看极氪，看看老虎

哔哩哔哩Q3营收同比增长26%，调整后净利同比扭亏为盈

10-18

$蔚来(NIO)$ 小鹏市值马上超过咯

10-09

扯淡

异动解读 | 蔚来盘前大跌5.45% 连续两月销量下滑或是主因

09-05

这标题是小学生写的吗，人家是说交付2万辆，不是销售好吗。

乐道L60将于9月19日发布，年内销量预计2万台

08-06

$蔚来(NIO)$ 继续你的表演

08-01

$蔚来(NIO)$ 没有一个人可以做空挣到钱，让空头的子弹再飞一会

07-30

$英伟达(NVDA)$ 刚刚开始，好戏还在后头

07-30

有本事自己先买

大摩：特斯拉目标股价锁定310美元、仍有近40%上涨空间

06-26

真能黑

油门踏板被指疑似“劣质塑料”，蔚来汽车：设计强度有行业标准

06-12

$极氪(ZK)$ 这波机构666，洗了多少出去

06-12

现在这种也能成为利空消了，仁者见仁

Turkey’s Tariff on China EVs Is Canary in a Coal Mine. Stocks Fall

06-11

呵呵

高盛：予蔚来-SW(09866)“中性”评级目标价32港元

05-22

优秀

聚焦文博会｜多辆蔚来电动车“开进”13号馆蔚来ET7成为文博会官方指定用车

05-21

$蔚来(NIO)$ 横盘整理，期待下一波的大爆发，销量上来了，子品牌到位了。你问敢做空的还有谁

05-15

$Faraday Future(FFIE)$ 让子弹飞一会吧

05-10

$蔚来(NIO)$ 向上嘎嘎嘎哈哈哈哈哈哈哈

04-25

冷饭反复抄，有意思吗

中东资本接盘亏掉100亿，李斌笑了

去老虎APP查看更多动态

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Unfortunately, the ...</p>\n\n<a href=\"https://seekingalpha.com/news/4329964-nios-onvo-unlikely-turn-around-companys-lack-of-profitability\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1032113280/image_1032113280.jpg?io=getty-c-w750","relate_stocks":{"BK4527":"明星科技股","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4526":"热门中概股","BK4588":"碎股","BK4550":"红杉资本持仓","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","BK4574":"无人驾驶","LU0823411888.USD":"法巴消费创新基金 Cap","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4551":"寇图资本持仓","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4505":"高瓴资本持仓","LU0056508442.USD":"贝莱德世界科技基金A2","09866":"蔚来-SW","NIO":"蔚来","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","BK4581":"高盛持仓","TSLA":"特斯拉","BK4099":"汽车制造商","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","BK4548":"巴美列捷福持仓","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","BK6125":"汽车制造商","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","BK4516":"特朗普概念","SG9999015978.USD":"利安颠覆性创新基金A","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4592":"伊斯兰概念","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","BK4585":"ETF&股票定投概念","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1548497426.USD":"安联环球人工智能AT Acc","NIO.SI":"蔚来","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A"},"source_url":"https://seekingalpha.com/news/4329964-nios-onvo-unlikely-turn-around-companys-lack-of-profitability","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2486087753","content_text":"Drew Angerer/Getty Images News The NIO (NYSE:NIO) Onvo L60 is the company’s answer to the Tesla (TSLA) Model Y with a more affordable sticker price and battery-swapping capability. Unfortunately, the buzz surrounding the new offering from the Chinese carmaker is unlikely to translate into a quicker path to profitability, says Goldman Sachs’ Tina Hou, as increased sales and marketing expenses, elevated research and development costs, and intense competition in Q1 2025 will continue to drag down operating losses.  Hou downgraded NIO (NIO) to Sell from Neutral, as the limited new model pipeline from the company and slow production ramp-up for Onvo positions the company unfavorably in 2025.  “We are Sell-rated, and expect lukewarm order momentum, slow production ramp-up and delivery volume, and intensifying price competition to be downside stock price catalysts,” Hou said in Monday’s research note. The street’s consensus for 2025 non-GAAP loss is underestimating the expanded operating expenses that will be required to open 300-500 Onvo stores, Hou says, and the added personnel to each store will not necessarily translate into increased sales volume. 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NIO (NIO) shares are down 1.2% in Monday’s premarket trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":30,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":374800356520368,"gmtCreate":1732545052816,"gmtModify":1732545054942,"author":{"id":"3541241238708684","authorId":"3541241238708684","name":"hello123","avatar":"https://static.tigerbbs.com/e74b6b4068aac574aa06212fe21721a1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3541241238708684","authorIdStr":"3541241238708684"},"themes":[],"htmlText":"你高兴就好","listText":"你高兴就好","text":"你高兴就好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/374800356520368","repostId":"2486085572","repostType":2,"repost":{"id":"2486085572","kind":"highlight","weMediaInfo":{"introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"media_name":"MT Newswires Live","id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"pubTimestamp":1732538045,"share":"https://www.laohu8.com/m/news/2486085572?lang=&edition=full","pubTime":"2024-11-25 20:34","market":"nz","language":"en","title":"Goldman Sachs Downgrades NIO to Sell, $3.90 Price Target","url":"https://stock-news.laohu8.com/highlight/detail?id=2486085572","media":"MT Newswires Live","summary":"Goldman Sachs Downgrades NIO to Sell, $3.90 Price Target","content":"<html><body><p>Goldman Sachs Downgrades NIO to Sell, $3.90 Price Target</p></body></html>","source":"mtnewswires_news","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>Goldman Sachs Downgrades NIO to Sell, $3.90 Price Target</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{ 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.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\">\nGoldman Sachs Downgrades NIO to Sell, $3.90 Price Target\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2024-11-25 20:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>Goldman Sachs Downgrades NIO to Sell, $3.90 Price Target</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO.SI":"蔚来","NIO":"蔚来"},"source_url":"https://www.mtnewswires.com/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2486085572","content_text":"Goldman Sachs Downgrades NIO to Sell, $3.90 Price Target","news_type":1},"isVote":1,"tweetType":1,"viewCount":49,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":373405653541296,"gmtCreate":1732203282118,"gmtModify":1732203284096,"author":{"id":"3541241238708684","authorId":"3541241238708684","name":"hello123","avatar":"https://static.tigerbbs.com/e74b6b4068aac574aa06212fe21721a1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3541241238708684","authorIdStr":"3541241238708684"},"themes":[],"htmlText":"国外公司真挣钱","listText":"国外公司真挣钱","text":"国外公司真挣钱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/373405653541296","repostId":"1176718852","repostType":2,"repost":{"id":"1176718852","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1732137655,"share":"https://www.laohu8.com/m/news/1176718852?lang=&edition=full","pubTime":"2024-11-21 05:20","market":"us","language":"zh","title":"英伟达Q3业绩全面超预期，但Q4营收预期未能打动华尔街","url":"https://stock-news.laohu8.com/highlight/detail?id=1176718852","media":"老虎资讯综合","summary":"11月21日，$英伟达(NVDA)$Q3营收351亿美元，上年同期为181.2亿美元，市场预期为330亿美元；Q3数据中心业务收入为308亿美元，上一财季为263亿美元，同比增长112%。","content":"<html><head></head><body><p><strong>【直播回放】<a href=\"https://www.laohu8.com/m/live/1815733153422346/?name=RNLive&amp;rndata=%7B%22liveId%22%3A%221815733153422346%22%2C%22type%22%3A1%7D\" title=\"英伟达FY2025Q3业绩电话会议\" target=\"_blank\" class=\"\">英伟达FY2025Q3业绩电话会议</a></strong></p><blockquote><p>AI芯片巨头英伟达Q3业绩全面超市场预期，但本季的指引中值未能达到分析师的高端预期。从股价表现看，投资者似乎觉得这样的指引不够炸裂，盘后英伟达股价一度大跌近5%。</p></blockquote><p>11月21日，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>发布2025财年第三季度业绩。财报显示，第三季度营收350.82亿美元，市场预期332.5亿美元，去年同期181.2亿美元；净利润193.09亿美元，市场预期185.5亿美元，去年同期92.43亿美元；每股收益0.78美元，市场预期0.69美元，去年同期3.71美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/31c7f2278ef9c027b74269443a090d8d\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><h2 id=\"id_3143940233\">主要财务数据</h2><ul style=\"\"><li><p style=\"text-align: justify;\"><strong>营收</strong>：三季度营业收入350.8亿美元，同比增长94%，分析师预期中值为332.5亿美元，英伟达自身指引318.5亿至331.5亿美元，前一季度同比增长122%。</p></li><li><p style=\"text-align: justify;\"><strong>EPS</strong>：三季度非GAAP口径下调整后的每股收益（EPS）为0.81美元，同比增长103%，分析师预期0.74美元，前一季度同比增长152%。</p></li><li><p style=\"text-align: justify;\"><strong>毛利率</strong>：三季度调整后毛利率为75%，持平一年前水平和分析师预期，环比下降0.7个百分点，英伟达指引为74.5%至75.5%，前一季度为75.7%、同比提升4.5个百分点。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ea9c8a4421cc90d0bb2ef72376109843\" title=\"\" tg-width=\"658\" tg-height=\"768\"/></p><h2 id=\"id_3676965321\">分业务来看</h2><ul style=\"\"><li><p><strong>数据中心</strong>：三季度数据中心营收308亿美元，同比增长112%，分析师预期为291.4亿美元，前一季度同比增长154%。</p></li><li><p><strong>游戏和AI PC</strong>：三季度游戏和AI PC业务营收33亿美元，同比增长15%，分析师预期为30.6亿美元，前一季度同比增长16%。</p></li><li><p><strong>专业可视化</strong>：三季度专业可视化营收4.86亿美元，同比增长17%，分析师预期为4.777亿美元，前一季度同比增长20%。</p></li><li><p><strong>汽车和机器人</strong>：三季度汽车和机器人业务营收4.49亿美元，同比增长72%，分析师预期为3.645亿美元，前一季度同比增长37%。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3684eb77f6d821f4dfb68f3d2c5a245c\" title=\"\" tg-width=\"1395\" tg-height=\"688\"/></p><h2 id=\"id_2790492279\">业绩指引</h2><ul style=\"\"><li><p><strong>营收</strong>：四季度营收预计为375亿美元，上下浮动2%，即367.5亿至382.5亿美元，分析师预期中值为371亿美元。</p></li><li><p style=\"text-align: justify;\"><strong>毛利率</strong>：三季度非GAAP口径下毛利率预计为73%至73.5%，上下浮动50个基点，即最低72.5%，最高74%。</p></li></ul><p>财报发布后，英伟达美股盘后大幅波动，一度跌近5%，随后收窄至1%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/156da63406a7ba063ba8e3c1ab2db6ad\" title=\"\" tg-width=\"877\" tg-height=\"829\"/></p><h2 id=\"id_2227559942\">业绩电话会</h2><p><strong>英伟达：AI芯片Blackwell的需求“大得惊人”，将从2025财年的四季度开始发货</strong></p><p>英伟达表示，AI芯片Blackwell产品发货将从2025财年的四季度开始，届时将同时发货Blackwell和Hopper。Blackwell的增产过程将持续至2026财年。Blackwell供不应求状态将（连续）持续好几个季度。Hopper和Blackwell系统存在某些供应限制。人工智能（AI）时代“全速前进”。网络需求是强劲的，正在增长。</p><p>Blackwell的需求“大得惊人”。公司处于Blackwell营收超预期的正轨之上。当增产（完成时），Blackwell利润率将处于70%-80%区间的中部。软件和支持年化收入20亿美元。预计网络（业务）将回归连续季度性的增长。</p><h2 id=\"id_3860415872\">机构点评</h2><p><strong>英伟达四季度营收预期未能打动华尔街</strong></p><p>英伟达周三公布的第四季度营收预测略高于预期，但仍未达到一些投资者的高期望。该公司公布财报后在美股盘后下跌约2%。该公司预计第四季度的营收为375亿美元，上下浮动2%，而根据LSEG编制的数据，分析师的平均预期为370.9亿美元。英伟达CEO黄仁勋表示：“人工智能时代正在全速发展，推动全球向英伟达计算的转变。”他说：“随着基础模型制造商扩大预训练、后训练和推理的规模，对Hopper的需求和对Blackwell的预期是令人难以置信的。”在业绩公布之前，人们的预期很高，英伟达的股价在过去两个月里上涨了20%以上。今年到目前为止，该公司股价几乎翻了两番，在过去两年中上涨了九倍多。</p><p><strong>英伟达四季度营收前景有些模棱两可</strong></p><p style=\"text-align: start;\">分析师Reinicke：如果对营收前景进行“正负2%”的预测——根据快速计算，这意味着英伟达预计第四季度营收在367.5亿美元至382.5亿美元之间。分析师的平均预期为371亿美元。所以我们可以理解为什么人们对这个数字会有下意识的反应（股价在盘后下跌）。如果它出现在“- 2%”的一边，它将低于预期。当然，如果减得少一点，或者是“+2%”，就会达到或超过预期。</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>英伟达Q3业绩全面超预期，但Q4营收预期未能打动华尔街</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英伟达Q3业绩全面超预期，但Q4营收预期未能打动华尔街\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\">2024-11-21 05:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>【直播回放】<a href=\"https://www.laohu8.com/m/live/1815733153422346/?name=RNLive&amp;rndata=%7B%22liveId%22%3A%221815733153422346%22%2C%22type%22%3A1%7D\" title=\"英伟达FY2025Q3业绩电话会议\" target=\"_blank\" class=\"\">英伟达FY2025Q3业绩电话会议</a></strong></p><blockquote><p>AI芯片巨头英伟达Q3业绩全面超市场预期，但本季的指引中值未能达到分析师的高端预期。从股价表现看，投资者似乎觉得这样的指引不够炸裂，盘后英伟达股价一度大跌近5%。</p></blockquote><p>11月21日，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>发布2025财年第三季度业绩。财报显示，第三季度营收350.82亿美元，市场预期332.5亿美元，去年同期181.2亿美元；净利润193.09亿美元，市场预期185.5亿美元，去年同期92.43亿美元；每股收益0.78美元，市场预期0.69美元，去年同期3.71美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/31c7f2278ef9c027b74269443a090d8d\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><h2 id=\"id_3143940233\">主要财务数据</h2><ul style=\"\"><li><p style=\"text-align: justify;\"><strong>营收</strong>：三季度营业收入350.8亿美元，同比增长94%，分析师预期中值为332.5亿美元，英伟达自身指引318.5亿至331.5亿美元，前一季度同比增长122%。</p></li><li><p style=\"text-align: justify;\"><strong>EPS</strong>：三季度非GAAP口径下调整后的每股收益（EPS）为0.81美元，同比增长103%，分析师预期0.74美元，前一季度同比增长152%。</p></li><li><p style=\"text-align: justify;\"><strong>毛利率</strong>：三季度调整后毛利率为75%，持平一年前水平和分析师预期，环比下降0.7个百分点，英伟达指引为74.5%至75.5%，前一季度为75.7%、同比提升4.5个百分点。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ea9c8a4421cc90d0bb2ef72376109843\" title=\"\" tg-width=\"658\" tg-height=\"768\"/></p><h2 id=\"id_3676965321\">分业务来看</h2><ul style=\"\"><li><p><strong>数据中心</strong>：三季度数据中心营收308亿美元，同比增长112%，分析师预期为291.4亿美元，前一季度同比增长154%。</p></li><li><p><strong>游戏和AI PC</strong>：三季度游戏和AI PC业务营收33亿美元，同比增长15%，分析师预期为30.6亿美元，前一季度同比增长16%。</p></li><li><p><strong>专业可视化</strong>：三季度专业可视化营收4.86亿美元，同比增长17%，分析师预期为4.777亿美元，前一季度同比增长20%。</p></li><li><p><strong>汽车和机器人</strong>：三季度汽车和机器人业务营收4.49亿美元，同比增长72%，分析师预期为3.645亿美元，前一季度同比增长37%。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3684eb77f6d821f4dfb68f3d2c5a245c\" title=\"\" tg-width=\"1395\" tg-height=\"688\"/></p><h2 id=\"id_2790492279\">业绩指引</h2><ul style=\"\"><li><p><strong>营收</strong>：四季度营收预计为375亿美元，上下浮动2%，即367.5亿至382.5亿美元，分析师预期中值为371亿美元。</p></li><li><p style=\"text-align: justify;\"><strong>毛利率</strong>：三季度非GAAP口径下毛利率预计为73%至73.5%，上下浮动50个基点，即最低72.5%，最高74%。</p></li></ul><p>财报发布后，英伟达美股盘后大幅波动，一度跌近5%，随后收窄至1%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/156da63406a7ba063ba8e3c1ab2db6ad\" title=\"\" tg-width=\"877\" tg-height=\"829\"/></p><h2 id=\"id_2227559942\">业绩电话会</h2><p><strong>英伟达：AI芯片Blackwell的需求“大得惊人”，将从2025财年的四季度开始发货</strong></p><p>英伟达表示，AI芯片Blackwell产品发货将从2025财年的四季度开始，届时将同时发货Blackwell和Hopper。Blackwell的增产过程将持续至2026财年。Blackwell供不应求状态将（连续）持续好几个季度。Hopper和Blackwell系统存在某些供应限制。人工智能（AI）时代“全速前进”。网络需求是强劲的，正在增长。</p><p>Blackwell的需求“大得惊人”。公司处于Blackwell营收超预期的正轨之上。当增产（完成时），Blackwell利润率将处于70%-80%区间的中部。软件和支持年化收入20亿美元。预计网络（业务）将回归连续季度性的增长。</p><h2 id=\"id_3860415872\">机构点评</h2><p><strong>英伟达四季度营收预期未能打动华尔街</strong></p><p>英伟达周三公布的第四季度营收预测略高于预期，但仍未达到一些投资者的高期望。该公司公布财报后在美股盘后下跌约2%。该公司预计第四季度的营收为375亿美元，上下浮动2%，而根据LSEG编制的数据，分析师的平均预期为370.9亿美元。英伟达CEO黄仁勋表示：“人工智能时代正在全速发展，推动全球向英伟达计算的转变。”他说：“随着基础模型制造商扩大预训练、后训练和推理的规模，对Hopper的需求和对Blackwell的预期是令人难以置信的。”在业绩公布之前，人们的预期很高，英伟达的股价在过去两个月里上涨了20%以上。今年到目前为止，该公司股价几乎翻了两番，在过去两年中上涨了九倍多。</p><p><strong>英伟达四季度营收前景有些模棱两可</strong></p><p style=\"text-align: start;\">分析师Reinicke：如果对营收前景进行“正负2%”的预测——根据快速计算，这意味着英伟达预计第四季度营收在367.5亿美元至382.5亿美元之间。分析师的平均预期为371亿美元。所以我们可以理解为什么人们对这个数字会有下意识的反应（股价在盘后下跌）。如果它出现在“- 2%”的一边，它将低于预期。当然，如果减得少一点，或者是“+2%”，就会达到或超过预期。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"NVDA":"英伟达","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","BK4587":"ChatGPT概念","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4579":"人工智能","BK4550":"红杉资本持仓","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4588":"碎股","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","BK4551":"寇图资本持仓","BK4581":"高盛持仓","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176718852","content_text":"【直播回放】英伟达FY2025Q3业绩电话会议AI芯片巨头英伟达Q3业绩全面超市场预期，但本季的指引中值未能达到分析师的高端预期。从股价表现看，投资者似乎觉得这样的指引不够炸裂，盘后英伟达股价一度大跌近5%。11月21日，英伟达发布2025财年第三季度业绩。财报显示，第三季度营收350.82亿美元，市场预期332.5亿美元，去年同期181.2亿美元；净利润193.09亿美元，市场预期185.5亿美元，去年同期92.43亿美元；每股收益0.78美元，市场预期0.69美元，去年同期3.71美元。主要财务数据营收：三季度营业收入350.8亿美元，同比增长94%，分析师预期中值为332.5亿美元，英伟达自身指引318.5亿至331.5亿美元，前一季度同比增长122%。EPS：三季度非GAAP口径下调整后的每股收益（EPS）为0.81美元，同比增长103%，分析师预期0.74美元，前一季度同比增长152%。毛利率：三季度调整后毛利率为75%，持平一年前水平和分析师预期，环比下降0.7个百分点，英伟达指引为74.5%至75.5%，前一季度为75.7%、同比提升4.5个百分点。分业务来看数据中心：三季度数据中心营收308亿美元，同比增长112%，分析师预期为291.4亿美元，前一季度同比增长154%。游戏和AI PC：三季度游戏和AI PC业务营收33亿美元，同比增长15%，分析师预期为30.6亿美元，前一季度同比增长16%。专业可视化：三季度专业可视化营收4.86亿美元，同比增长17%，分析师预期为4.777亿美元，前一季度同比增长20%。汽车和机器人：三季度汽车和机器人业务营收4.49亿美元，同比增长72%，分析师预期为3.645亿美元，前一季度同比增长37%。业绩指引营收：四季度营收预计为375亿美元，上下浮动2%，即367.5亿至382.5亿美元，分析师预期中值为371亿美元。毛利率：三季度非GAAP口径下毛利率预计为73%至73.5%，上下浮动50个基点，即最低72.5%，最高74%。财报发布后，英伟达美股盘后大幅波动，一度跌近5%，随后收窄至1%。业绩电话会英伟达：AI芯片Blackwell的需求“大得惊人”，将从2025财年的四季度开始发货英伟达表示，AI芯片Blackwell产品发货将从2025财年的四季度开始，届时将同时发货Blackwell和Hopper。Blackwell的增产过程将持续至2026财年。Blackwell供不应求状态将（连续）持续好几个季度。Hopper和Blackwell系统存在某些供应限制。人工智能（AI）时代“全速前进”。网络需求是强劲的，正在增长。Blackwell的需求“大得惊人”。公司处于Blackwell营收超预期的正轨之上。当增产（完成时），Blackwell利润率将处于70%-80%区间的中部。软件和支持年化收入20亿美元。预计网络（业务）将回归连续季度性的增长。机构点评英伟达四季度营收预期未能打动华尔街英伟达周三公布的第四季度营收预测略高于预期，但仍未达到一些投资者的高期望。该公司公布财报后在美股盘后下跌约2%。该公司预计第四季度的营收为375亿美元，上下浮动2%，而根据LSEG编制的数据，分析师的平均预期为370.9亿美元。英伟达CEO黄仁勋表示：“人工智能时代正在全速发展，推动全球向英伟达计算的转变。”他说：“随着基础模型制造商扩大预训练、后训练和推理的规模，对Hopper的需求和对Blackwell的预期是令人难以置信的。”在业绩公布之前，人们的预期很高，英伟达的股价在过去两个月里上涨了20%以上。今年到目前为止，该公司股价几乎翻了两番，在过去两年中上涨了九倍多。英伟达四季度营收前景有些模棱两可分析师Reinicke：如果对营收前景进行“正负2%”的预测——根据快速计算，这意味着英伟达预计第四季度营收在367.5亿美元至382.5亿美元之间。分析师的平均预期为371亿美元。所以我们可以理解为什么人们对这个数字会有下意识的反应（股价在盘后下跌）。如果它出现在“- 2%”的一边，它将低于预期。当然，如果减得少一点，或者是“+2%”，就会达到或超过预期。","news_type":1},"isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":371027818012752,"gmtCreate":1731596760290,"gmtModify":1731596762353,"author":{"id":"3541241238708684","authorId":"3541241238708684","name":"hello123","avatar":"https://static.tigerbbs.com/e74b6b4068aac574aa06212fe21721a1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3541241238708684","authorIdStr":"3541241238708684"},"themes":[],"htmlText":"但凡财报还不错的中概 一律被疯狂做空 ，看看极氪，看看老虎","listText":"但凡财报还不错的中概 一律被疯狂做空 ，看看极氪，看看老虎","text":"但凡财报还不错的中概 一律被疯狂做空 ，看看极氪，看看老虎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/371027818012752","repostId":"1143322581","repostType":2,"repost":{"id":"1143322581","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":1731578506,"share":"https://www.laohu8.com/m/news/1143322581?lang=&edition=full","pubTime":"2024-11-14 18:01","market":"us","language":"zh","title":"哔哩哔哩Q3营收同比增长26%，调整后净利同比扭亏为盈","url":"https://stock-news.laohu8.com/highlight/detail?id=1143322581","media":"老虎资讯综合","summary":"11月14日，$哔哩哔哩(BILI)$发布2024年第三季度业绩。财报显示，第三季度营收73.06亿元，上年同期为58.05亿元；净亏损7951.5万元，上年同期为亏损13.51亿元；每股亏损0.19元，上年同期每股亏损3.26元。财报发布后，哔哩哔哩美股盘前拉升，现涨超5%。","content":"<html><head></head><body><p>11月14日，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>发布2024年第三季度业绩。财报显示，第三季度营收73.06亿元，上年同期为58.05亿元；净亏损7951.5万元，上年同期为亏损13.51亿元；经调整净利润为2.36亿元，上年同期为净亏损8.63亿元；每股亏损0.19元，上年同期每股亏损3.26元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8679848806df2c0194d01cebbede23a0\" title=\"\" tg-width=\"631\" tg-height=\"732\"/></p><p>财报发布后，哔哩哔哩美股盘前拉升，现涨超5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc6041c85bd3abd2ed8b240f9ca8178f\" title=\"\" tg-width=\"865\" tg-height=\"832\"/></p><p><strong>2024年第三季度摘要：</strong></p><ul style=\"\"><li><p>净营业额总额达人民币73.06亿元，同比增加26%。</p></li><li><p>移动游戏营业额为人民币18.23亿元，同比增加84%。</p></li><li><p>广告营业额为人民币20.94亿元，同比增加28%。</p></li><li><p>毛利润为人民币25.47亿元，同比增加76%；毛利率达34.9%，较去年同期的25.0%有所增加。</p></li><li><p>净亏损为人民币7980.5万元，同比收窄94%。</p></li><li><p>经调整净利润为人民币2.36亿元，对比去年同期经调整净亏损为人民币8.63亿元。</p></li><li><p>2024年第三季度实现经营现金流为人民币22.26亿元，对比去年同期经营现金流流入为人民币2.77亿元。</p></li><li><p>日均活跃用户（日活用户）达1.073亿，而去年同期为1.028亿。</p></li></ul><p><strong>股份回购计划</strong></p><p>本公司今天宣佈，其董事会已授权一项股份回购计划，根据该计划，本公司可于未来24个月内回购不超过2亿美元的公开交易证券。本公司股东已于2024年6月28日举行的本公司股东周年大会上，根据香港上市规则批准授予董事会年度股份回购授权，该授权将有效至本公司下届股东周年大会为止，除非被撤销或更改。本公司亦计划于下届股东周年大会上取得股东批准股份回购授权。本公司建议的回购可能不时在公开市场以当时市价、私下协商交易、大宗交易及╱或其他法律允许的方式进行，视市况而定，并符合适用法律、规则及法规。本公司计划以现有现金结馀为回购提供资金。</p><p><strong>哔哩哔哩董事长兼CEO陈睿：</strong></p><p>这一季度，我们的社区指标和各项关键业务都保持了强劲的增长势头，我们的日活用户和月活用户分别创下1.07亿和3.48亿的新高。用户的日均使用时长也达到了新高的106分钟，较去年同期增加了6分钟。凭借我们蓬勃发展的社区和高活跃度的用户，我们有能力也有机会可以通过多元的商业化产品挖掘和释放出更大的用户价值。第三季度总营收达到人民币73.06亿元，同比增加了26%。特别是我们的移动游戏和广告业务营收分别同比增长了84%和28%。在我们持续提升商业化效率的不懈努力下，本季度，我们首次实现了非公认会计准则下的淨利润转正。这一里程碑仅仅是一个新的起点。展望未来，我们将继续提升商业化能力，同时强化社区生态，为所有合作伙伴带来长期价值。</p><p><strong>哔哩哔哩首席财务官樊欣：</strong></p><p>第三季度，在我们高毛利率的移动游戏和广告业务强劲增长的推动下，我们总营收实现了加速增长，同时毛利率显著提高。我们的毛利润同比大涨76%，毛利率从去年同期的25.0%大幅上升至34.9%。因此，我们实现了人民币2.72亿元的经调整经营利润，对比去年同期的经调整经营亏损为人民币7.55亿元。财务表现的显著改善，展现了我们商业模式的韧性以及社区所蕴含的巨大商业化潜力。我们将以此里程碑为新的起点，持续推动未来的可持续增长。</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>哔哩哔哩Q3营收同比增长26%，调整后净利同比扭亏为盈</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哔哩哔哩Q3营收同比增长26%，调整后净利同比扭亏为盈\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\">2024-11-14 18:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>11月14日，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>发布2024年第三季度业绩。财报显示，第三季度营收73.06亿元，上年同期为58.05亿元；净亏损7951.5万元，上年同期为亏损13.51亿元；经调整净利润为2.36亿元，上年同期为净亏损8.63亿元；每股亏损0.19元，上年同期每股亏损3.26元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8679848806df2c0194d01cebbede23a0\" title=\"\" tg-width=\"631\" tg-height=\"732\"/></p><p>财报发布后，哔哩哔哩美股盘前拉升，现涨超5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc6041c85bd3abd2ed8b240f9ca8178f\" title=\"\" tg-width=\"865\" tg-height=\"832\"/></p><p><strong>2024年第三季度摘要：</strong></p><ul style=\"\"><li><p>净营业额总额达人民币73.06亿元，同比增加26%。</p></li><li><p>移动游戏营业额为人民币18.23亿元，同比增加84%。</p></li><li><p>广告营业额为人民币20.94亿元，同比增加28%。</p></li><li><p>毛利润为人民币25.47亿元，同比增加76%；毛利率达34.9%，较去年同期的25.0%有所增加。</p></li><li><p>净亏损为人民币7980.5万元，同比收窄94%。</p></li><li><p>经调整净利润为人民币2.36亿元，对比去年同期经调整净亏损为人民币8.63亿元。</p></li><li><p>2024年第三季度实现经营现金流为人民币22.26亿元，对比去年同期经营现金流流入为人民币2.77亿元。</p></li><li><p>日均活跃用户（日活用户）达1.073亿，而去年同期为1.028亿。</p></li></ul><p><strong>股份回购计划</strong></p><p>本公司今天宣佈，其董事会已授权一项股份回购计划，根据该计划，本公司可于未来24个月内回购不超过2亿美元的公开交易证券。本公司股东已于2024年6月28日举行的本公司股东周年大会上，根据香港上市规则批准授予董事会年度股份回购授权，该授权将有效至本公司下届股东周年大会为止，除非被撤销或更改。本公司亦计划于下届股东周年大会上取得股东批准股份回购授权。本公司建议的回购可能不时在公开市场以当时市价、私下协商交易、大宗交易及╱或其他法律允许的方式进行，视市况而定，并符合适用法律、规则及法规。本公司计划以现有现金结馀为回购提供资金。</p><p><strong>哔哩哔哩董事长兼CEO陈睿：</strong></p><p>这一季度，我们的社区指标和各项关键业务都保持了强劲的增长势头，我们的日活用户和月活用户分别创下1.07亿和3.48亿的新高。用户的日均使用时长也达到了新高的106分钟，较去年同期增加了6分钟。凭借我们蓬勃发展的社区和高活跃度的用户，我们有能力也有机会可以通过多元的商业化产品挖掘和释放出更大的用户价值。第三季度总营收达到人民币73.06亿元，同比增加了26%。特别是我们的移动游戏和广告业务营收分别同比增长了84%和28%。在我们持续提升商业化效率的不懈努力下，本季度，我们首次实现了非公认会计准则下的淨利润转正。这一里程碑仅仅是一个新的起点。展望未来，我们将继续提升商业化能力，同时强化社区生态，为所有合作伙伴带来长期价值。</p><p><strong>哔哩哔哩首席财务官樊欣：</strong></p><p>第三季度，在我们高毛利率的移动游戏和广告业务强劲增长的推动下，我们总营收实现了加速增长，同时毛利率显著提高。我们的毛利润同比大涨76%，毛利率从去年同期的25.0%大幅上升至34.9%。因此，我们实现了人民币2.72亿元的经调整经营利润，对比去年同期的经调整经营亏损为人民币7.55亿元。财务表现的显著改善，展现了我们商业模式的韧性以及社区所蕴含的巨大商业化潜力。我们将以此里程碑为新的起点，持续推动未来的可持续增长。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/175fbf5f75752267f2ac52ba7750f15a","relate_stocks":{"LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","BILI":"哔哩哔哩","BK4566":"资本集团","BK1104":"互动家庭娱乐","BK4577":"网络游戏","BK4077":"互动媒体与服务","BK4588":"碎股","BK4526":"热门中概股","BK1587":"次新股","09626":"哔哩哔哩-W","BK4503":"景林资产持仓","BK4505":"高瓴资本持仓","BK4510":"在线教育","BK1095":"互动媒体与服务","BK4504":"桥水持仓","BK4085":"互动家庭娱乐","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","SG9999003461.SGD":"United Asia Pacific Infrastructure SGD","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143322581","content_text":"11月14日，哔哩哔哩发布2024年第三季度业绩。财报显示，第三季度营收73.06亿元，上年同期为58.05亿元；净亏损7951.5万元，上年同期为亏损13.51亿元；经调整净利润为2.36亿元，上年同期为净亏损8.63亿元；每股亏损0.19元，上年同期每股亏损3.26元。财报发布后，哔哩哔哩美股盘前拉升，现涨超5%。2024年第三季度摘要：净营业额总额达人民币73.06亿元，同比增加26%。移动游戏营业额为人民币18.23亿元，同比增加84%。广告营业额为人民币20.94亿元，同比增加28%。毛利润为人民币25.47亿元，同比增加76%；毛利率达34.9%，较去年同期的25.0%有所增加。净亏损为人民币7980.5万元，同比收窄94%。经调整净利润为人民币2.36亿元，对比去年同期经调整净亏损为人民币8.63亿元。2024年第三季度实现经营现金流为人民币22.26亿元，对比去年同期经营现金流流入为人民币2.77亿元。日均活跃用户（日活用户）达1.073亿，而去年同期为1.028亿。股份回购计划本公司今天宣佈，其董事会已授权一项股份回购计划，根据该计划，本公司可于未来24个月内回购不超过2亿美元的公开交易证券。本公司股东已于2024年6月28日举行的本公司股东周年大会上，根据香港上市规则批准授予董事会年度股份回购授权，该授权将有效至本公司下届股东周年大会为止，除非被撤销或更改。本公司亦计划于下届股东周年大会上取得股东批准股份回购授权。本公司建议的回购可能不时在公开市场以当时市价、私下协商交易、大宗交易及╱或其他法律允许的方式进行，视市况而定，并符合适用法律、规则及法规。本公司计划以现有现金结馀为回购提供资金。哔哩哔哩董事长兼CEO陈睿：这一季度，我们的社区指标和各项关键业务都保持了强劲的增长势头，我们的日活用户和月活用户分别创下1.07亿和3.48亿的新高。用户的日均使用时长也达到了新高的106分钟，较去年同期增加了6分钟。凭借我们蓬勃发展的社区和高活跃度的用户，我们有能力也有机会可以通过多元的商业化产品挖掘和释放出更大的用户价值。第三季度总营收达到人民币73.06亿元，同比增加了26%。特别是我们的移动游戏和广告业务营收分别同比增长了84%和28%。在我们持续提升商业化效率的不懈努力下，本季度，我们首次实现了非公认会计准则下的淨利润转正。这一里程碑仅仅是一个新的起点。展望未来，我们将继续提升商业化能力，同时强化社区生态，为所有合作伙伴带来长期价值。哔哩哔哩首席财务官樊欣：第三季度，在我们高毛利率的移动游戏和广告业务强劲增长的推动下，我们总营收实现了加速增长，同时毛利率显著提高。我们的毛利润同比大涨76%，毛利率从去年同期的25.0%大幅上升至34.9%。因此，我们实现了人民币2.72亿元的经调整经营利润，对比去年同期的经调整经营亏损为人民币7.55亿元。财务表现的显著改善，展现了我们商业模式的韧性以及社区所蕴含的巨大商业化潜力。我们将以此里程碑为新的起点，持续推动未来的可持续增长。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1868,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3557304068319584","authorId":"3557304068319584","name":"幸运鑫","avatar":"https://static.tigerbbs.com/c2c167a1d2b281226f576fc525757e95","crmLevel":4,"crmLevelSwitch":0,"idStr":"3557304068319584","authorIdStr":"3557304068319584"},"content":"通过 做空收购有潜力的优质资产？","text":"通过 做空收购有潜力的优质资产？","html":"通过 做空收购有潜力的优质资产？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":361439838847080,"gmtCreate":1729260781192,"gmtModify":1729260782705,"author":{"id":"3541241238708684","authorId":"3541241238708684","name":"hello123","avatar":"https://static.tigerbbs.com/e74b6b4068aac574aa06212fe21721a1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3541241238708684","authorIdStr":"3541241238708684"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a> 小鹏市值马上超过咯","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a> 小鹏市值马上超过咯","text":"$蔚来(NIO)$ 小鹏市值马上超过咯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/361439838847080","isVote":1,"tweetType":1,"viewCount":317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358240427995224,"gmtCreate":1728479839408,"gmtModify":1728480222931,"author":{"id":"3541241238708684","authorId":"3541241238708684","name":"hello123","avatar":"https://static.tigerbbs.com/e74b6b4068aac574aa06212fe21721a1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3541241238708684","authorIdStr":"3541241238708684"},"themes":[],"htmlText":"扯淡","listText":"扯淡","text":"扯淡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358240427995224","repostId":"1153261616","repostType":2,"repost":{"id":"1153261616","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1728475351,"share":"https://www.laohu8.com/m/news/1153261616?lang=&edition=full","pubTime":"2024-10-09 20:02","market":"us","language":"zh","title":"异动解读 | 蔚来盘前大跌5.45% 连续两月销量下滑或是主因","url":"https://stock-news.laohu8.com/highlight/detail?id=1153261616","media":"异动解读","summary":"蔚来汽车今日盘前股价大跌5.45%,引发市场广泛关注。分析人士认为,蔚来近两个月的交付量持续下滑或是导致股价下跌的主要原因。根据新闻报道,尽管蔚来在今年前三季度的整体销量有所增长,但自8月以来,其单月交付量连续下滑。此外,蔚来自主品牌乐道的首款车型L60在产能和交付过程中也遇到一些问题。由于乐道品牌对蔚来的未来发展战略意义重大,如果乐道L60未能达到预期,将进一步影响蔚来的股价表现。","content":"<p>蔚来汽车今日盘前股价大跌5.45%,引发市场广泛关注。分析人士认为,蔚来近两个月的交付量持续下滑或是导致股价下跌的主要原因。</p>\n\n<p>根据新闻报道,尽管蔚来在今年前三季度的整体销量有所增长,但自8月以来,其单月交付量连续下滑。9月份蔚来汽车的交付量与6月份持平,仅为2.12万辆,不仅环比增速放缓,同比增速也开始下滑。与此同时,蔚来的竞争对手小鹏汽车的全新子品牌MONA M03一经推出就拿下了破万的交付量,对蔚来形成一定冲击。</p>\n\n<p>此外,蔚来自主品牌乐道的首款车型L60在产能和交付过程中也遇到一些问题。新闻报道了消费者对乐道L60\"交付车辆顺序混乱\"的质疑,可能会影响到该车型的后续销售表现。由于乐道品牌对蔚来的未来发展战略意义重大,如果乐道L60未能达到预期,将进一步影响蔚来的股价表现。</p>","source":"ai_movement_cn","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>异动解读 | 蔚来盘前大跌5.45% 连续两月销量下滑或是主因</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; 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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异动解读 | 蔚来盘前大跌5.45% 连续两月销量下滑或是主因\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2024-10-09 20:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>蔚来汽车今日盘前股价大跌5.45%,引发市场广泛关注。分析人士认为,蔚来近两个月的交付量持续下滑或是导致股价下跌的主要原因。</p>\n\n<p>根据新闻报道,尽管蔚来在今年前三季度的整体销量有所增长,但自8月以来,其单月交付量连续下滑。9月份蔚来汽车的交付量与6月份持平,仅为2.12万辆,不仅环比增速放缓,同比增速也开始下滑。与此同时,蔚来的竞争对手小鹏汽车的全新子品牌MONA M03一经推出就拿下了破万的交付量,对蔚来形成一定冲击。</p>\n\n<p>此外,蔚来自主品牌乐道的首款车型L60在产能和交付过程中也遇到一些问题。新闻报道了消费者对乐道L60\"交付车辆顺序混乱\"的质疑,可能会影响到该车型的后续销售表现。由于乐道品牌对蔚来的未来发展战略意义重大,如果乐道L60未能达到预期,将进一步影响蔚来的股价表现。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153261616","content_text":"蔚来汽车今日盘前股价大跌5.45%,引发市场广泛关注。分析人士认为,蔚来近两个月的交付量持续下滑或是导致股价下跌的主要原因。\n根据新闻报道,尽管蔚来在今年前三季度的整体销量有所增长,但自8月以来,其单月交付量连续下滑。9月份蔚来汽车的交付量与6月份持平,仅为2.12万辆,不仅环比增速放缓,同比增速也开始下滑。与此同时,蔚来的竞争对手小鹏汽车的全新子品牌MONA M03一经推出就拿下了破万的交付量,对蔚来形成一定冲击。\n此外,蔚来自主品牌乐道的首款车型L60在产能和交付过程中也遇到一些问题。新闻报道了消费者对乐道L60\"交付车辆顺序混乱\"的质疑,可能会影响到该车型的后续销售表现。由于乐道品牌对蔚来的未来发展战略意义重大,如果乐道L60未能达到预期,将进一步影响蔚来的股价表现。","news_type":1},"isVote":1,"tweetType":1,"viewCount":169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":346140608184592,"gmtCreate":1725544259967,"gmtModify":1725545404835,"author":{"id":"3541241238708684","authorId":"3541241238708684","name":"hello123","avatar":"https://static.tigerbbs.com/e74b6b4068aac574aa06212fe21721a1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3541241238708684","authorIdStr":"3541241238708684"},"themes":[],"htmlText":"这标题是小学生写的吗，人家是说交付2万辆，不是销售好吗。","listText":"这标题是小学生写的吗，人家是说交付2万辆，不是销售好吗。","text":"这标题是小学生写的吗，人家是说交付2万辆，不是销售好吗。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/346140608184592","repostId":"2465546020","repostType":2,"repost":{"id":"2465546020","kind":"live","pubTimestamp":1725540340,"share":"https://www.laohu8.com/m/news/2465546020?lang=&edition=full","pubTime":"2024-09-05 20:45","market":"us","language":"zh","title":"乐道L60将于9月19日发布，年内销量预计2万台","url":"https://stock-news.laohu8.com/highlight/detail?id=2465546020","media":"美港电讯","summary":"【乐道L60将于9月19日发布，年内销量预计2万台】金十数据9月5日讯，蔚来董事长李斌在2024年第二季度业绩电话会议上宣布，面向主流家庭市场的乐道品牌首款车型L60定于9月19日正式上市，并将于9月","content":"<html><body><p>【乐道L60将于9月19日发布，年内销量预计2万台】金十数据9月5日讯，蔚来董事长李斌在2024年第二季度业绩电话会议上宣布，面向主流家庭市场的乐道品牌首款车型L60定于9月19日正式上市，并将于9月底开启交付。李斌预期今年下半年将交付总共2万台L60。</p></body></html>","source":"live_meigang","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>乐道L60将于9月19日发布，年内销量预计2万台</title>\n<style 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没有一个人可以做空挣到钱，让空头的子弹再飞一会","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/333781757239344","isVote":1,"tweetType":1,"viewCount":2901,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3473997100912926","authorId":"3473997100912926","name":"凌晨12点","avatar":"https://static.tigerbbs.com/6ef7a155d31e9575811bd4bb306c025e","crmLevel":4,"crmLevelSwitch":0,"idStr":"3473997100912926","authorIdStr":"3473997100912926"},"content":"飞了好几年了[开心]","text":"飞了好几年了[开心]","html":"飞了好几年了[开心]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":333115828244744,"gmtCreate":1722352921698,"gmtModify":1722352923042,"author":{"id":"3541241238708684","authorId":"3541241238708684","name":"hello123","avatar":"https://static.tigerbbs.com/e74b6b4068aac574aa06212fe21721a1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3541241238708684","authorIdStr":"3541241238708684"},"themes":[],"htmlText":"<a 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刚刚开始，好戏还在后头","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/333115828244744","isVote":1,"tweetType":1,"viewCount":473,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":333092727132264,"gmtCreate":1722347278769,"gmtModify":1722347280564,"author":{"id":"3541241238708684","authorId":"3541241238708684","name":"hello123","avatar":"https://static.tigerbbs.com/e74b6b4068aac574aa06212fe21721a1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3541241238708684","authorIdStr":"3541241238708684"},"themes":[],"htmlText":"有本事自己先买","listText":"有本事自己先买","text":"有本事自己先买","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/333092727132264","repostId":"2455593689","repostType":2,"repost":{"id":"2455593689","kind":"highlight","weMediaInfo":{"introduction":"FX168","home_visible":1,"media_name":"FX168","id":"1059947868","head_image":"https://static.tigerbbs.com/7a80f9d4086d7680bdea6ba04addf782"},"pubTimestamp":1722341643,"share":"https://www.laohu8.com/m/news/2455593689?lang=&edition=full","pubTime":"2024-07-30 20:14","market":"sg","language":"zh","title":"大摩：特斯拉目标股价锁定310美元、仍有近40%上涨空间","url":"https://stock-news.laohu8.com/highlight/detail?id=2455593689","media":"FX168","summary":"FX168财经报社 讯 周一，摩根士丹利  发布的一份报告显示，由于特斯拉垄断了零排放汽车信贷市场，其股价未来一年将飙升 40% 。特斯拉股价周一一度上涨 7%，远远超过纳斯达克 100 指数和标准普尔 500 指数大致持平的表现。虽然特斯拉的成本削减措施应该有助于保护股价免受潜在下跌的影响，但其对零排放汽车市场的“垄断”将有助于推动股价进一步上涨。","content":"<html><body><div>\n<p>FX168财经报社(北美)讯 周一（7月29日），<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a> (Morgan Stanley) 发布的一份报告显示，由于<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>垄断了零排放汽车信贷市场，其股价未来一年将飙升 40% 。</p>\n<p>该银行将这家电动汽车公司列为<a href=\"https://laohu8.com/S/CRMT\">美国汽车行</a>业的“首选”，取代福特进入榜单。分析师亚当·乔纳斯 (Adam Jonas) 在其 310 美元的目标价中指出，“对汽车的预期更加可控，而且新兴的强大驱动因素推动公司价值增长。”</p>\n<p>特斯拉股价周一一度上涨 7%，远远超过纳斯达克 100 指数和标准普尔 500 指数大致持平的表现。</p>\n<p>乔纳斯对特斯拉股票的乐观看法，部分归功于该公司过去几个月为应对电动汽车销售放缓而实施的大幅削减成本措施，并削减了员工人数。</p>\n<p>乔纳斯表示：“特斯拉本季度确认的超过 6 亿美元的重组费用，加上其他举措，已帮助将盈亏平衡点降低到特斯拉仍能在企业层面产生正现金流的水平，即使上季度电动汽车产能利用率达到 69%。”</p>\n<p>虽然特斯拉的成本削减措施应该有助于保护股价免受潜在下跌的影响，但其对零排放汽车市场的“垄断”将有助于推动股价进一步上涨。</p>\n<p>ZEV 市场是指针对未按政府要求生产足够电动汽车的公司购买和出售监管合规积分。摩根士丹利指出，由于特斯拉只生产电动汽车，他们有足够的积分可以卖给其他汽车制造商。</p>\n<p>“特斯拉本季度确认的零排放汽车积分收入相当于每辆约 2000 美元，是近期运行率的两倍多。我们相信，随着更多传统 OEM 放弃其电动汽车计划，再加上 EPA 标准越来越严格，特斯拉可能会在未来利润丰厚的零排放汽车积分市场上占据更加主导的地位，”乔纳斯说。</p>\n<p>该报告称，<a href=\"https://laohu8.com/S/F\">福特汽车</a>在最近的季度收益报告中表示，它已达成协议，将在北美和欧洲购买价值 38 亿美元的监管合规信贷，<a href=\"https://laohu8.com/S/GM\">通用汽车</a>和 Stellantis 也可能会效仿。</p>\n<p>“我们预计，通用汽车和 STLA 等其他汽车公司可能会在未来几个季度以买家的身份更深入地涉足 ZEV 市场。我们估计特斯拉可能占该市场信贷销售的一半，为特斯拉提供 100% 的利润业务，而投资界目前可能还没有预料到这一点，”乔纳斯说。</p>\n<p>最后，乔纳斯强调，特斯拉的能源业务是一个亮点，随着人工智能数据中心导致整体能源需求增加，以及严重风暴导致电网可靠性降低，该业务可能实现显著增长。</p>\n<p>“最近气候变化的迹象让人们更加关注特斯拉在能源存储领域的主导地位。严重的风暴和异常的全球天气现象（包括热浪）可能会让投资者的注意力集中在那些可能有能力解决气候和能源相关问题的公司上，”乔纳斯说。</p>\n<p>乔纳斯表示：“我们认为特斯拉能源业务的价值潜力比汽车业务更大。”</p>\n</div></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\" 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style=\"background-image:url(https://static.tigerbbs.com/7a80f9d4086d7680bdea6ba04addf782);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">FX168 </p>\n<p class=\"h-time\">2024-07-30 20:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><div>\n<p>FX168财经报社(北美)讯 周一（7月29日），<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a> (Morgan Stanley) 发布的一份报告显示，由于<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>垄断了零排放汽车信贷市场，其股价未来一年将飙升 40% 。</p>\n<p>该银行将这家电动汽车公司列为<a href=\"https://laohu8.com/S/CRMT\">美国汽车行</a>业的“首选”，取代福特进入榜单。分析师亚当·乔纳斯 (Adam Jonas) 在其 310 美元的目标价中指出，“对汽车的预期更加可控，而且新兴的强大驱动因素推动公司价值增长。”</p>\n<p>特斯拉股价周一一度上涨 7%，远远超过纳斯达克 100 指数和标准普尔 500 指数大致持平的表现。</p>\n<p>乔纳斯对特斯拉股票的乐观看法，部分归功于该公司过去几个月为应对电动汽车销售放缓而实施的大幅削减成本措施，并削减了员工人数。</p>\n<p>乔纳斯表示：“特斯拉本季度确认的超过 6 亿美元的重组费用，加上其他举措，已帮助将盈亏平衡点降低到特斯拉仍能在企业层面产生正现金流的水平，即使上季度电动汽车产能利用率达到 69%。”</p>\n<p>虽然特斯拉的成本削减措施应该有助于保护股价免受潜在下跌的影响，但其对零排放汽车市场的“垄断”将有助于推动股价进一步上涨。</p>\n<p>ZEV 市场是指针对未按政府要求生产足够电动汽车的公司购买和出售监管合规积分。摩根士丹利指出，由于特斯拉只生产电动汽车，他们有足够的积分可以卖给其他汽车制造商。</p>\n<p>“特斯拉本季度确认的零排放汽车积分收入相当于每辆约 2000 美元，是近期运行率的两倍多。我们相信，随着更多传统 OEM 放弃其电动汽车计划，再加上 EPA 标准越来越严格，特斯拉可能会在未来利润丰厚的零排放汽车积分市场上占据更加主导的地位，”乔纳斯说。</p>\n<p>该报告称，<a href=\"https://laohu8.com/S/F\">福特汽车</a>在最近的季度收益报告中表示，它已达成协议，将在北美和欧洲购买价值 38 亿美元的监管合规信贷，<a href=\"https://laohu8.com/S/GM\">通用汽车</a>和 Stellantis 也可能会效仿。</p>\n<p>“我们预计，通用汽车和 STLA 等其他汽车公司可能会在未来几个季度以买家的身份更深入地涉足 ZEV 市场。我们估计特斯拉可能占该市场信贷销售的一半，为特斯拉提供 100% 的利润业务，而投资界目前可能还没有预料到这一点，”乔纳斯说。</p>\n<p>最后，乔纳斯强调，特斯拉的能源业务是一个亮点，随着人工智能数据中心导致整体能源需求增加，以及严重风暴导致电网可靠性降低，该业务可能实现显著增长。</p>\n<p>“最近气候变化的迹象让人们更加关注特斯拉在能源存储领域的主导地位。严重的风暴和异常的全球天气现象（包括热浪）可能会让投资者的注意力集中在那些可能有能力解决气候和能源相关问题的公司上，”乔纳斯说。</p>\n<p>乔纳斯表示：“我们认为特斯拉能源业务的价值潜力比汽车业务更大。”</p>\n</div></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLL":"Direxion Daily TSLA Bull 2X Shares","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET 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Franklin Income A MDIS SGD-H1","LU2063271972.USD":"富兰克林创新领域基金","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU0106831901.USD":"贝莱德世界金融基金A2","BK4588":"碎股","BK4550":"红杉资本持仓","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","SG9999015978.USD":"利安颠覆性创新基金A","BK4574":"无人驾驶","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4551":"寇图资本持仓","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0971096721.USD":"富达环球金融服务 A","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","BK4511":"特斯拉概念","BK4099":"汽车制造商","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H"},"source_url":"https://www.fx168news.com/article/特斯拉-756010","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2455593689","content_text":"FX168财经报社(北美)讯 周一（7月29日），摩根士丹利 (Morgan Stanley) 发布的一份报告显示，由于特斯拉垄断了零排放汽车信贷市场，其股价未来一年将飙升 40% 。\n该银行将这家电动汽车公司列为美国汽车行业的“首选”，取代福特进入榜单。分析师亚当·乔纳斯 (Adam Jonas) 在其 310 美元的目标价中指出，“对汽车的预期更加可控，而且新兴的强大驱动因素推动公司价值增长。”\n特斯拉股价周一一度上涨 7%，远远超过纳斯达克 100 指数和标准普尔 500 指数大致持平的表现。\n乔纳斯对特斯拉股票的乐观看法，部分归功于该公司过去几个月为应对电动汽车销售放缓而实施的大幅削减成本措施，并削减了员工人数。\n乔纳斯表示：“特斯拉本季度确认的超过 6 亿美元的重组费用，加上其他举措，已帮助将盈亏平衡点降低到特斯拉仍能在企业层面产生正现金流的水平，即使上季度电动汽车产能利用率达到 69%。”\n虽然特斯拉的成本削减措施应该有助于保护股价免受潜在下跌的影响，但其对零排放汽车市场的“垄断”将有助于推动股价进一步上涨。\nZEV 市场是指针对未按政府要求生产足够电动汽车的公司购买和出售监管合规积分。摩根士丹利指出，由于特斯拉只生产电动汽车，他们有足够的积分可以卖给其他汽车制造商。\n“特斯拉本季度确认的零排放汽车积分收入相当于每辆约 2000 美元，是近期运行率的两倍多。我们相信，随着更多传统 OEM 放弃其电动汽车计划，再加上 EPA 标准越来越严格，特斯拉可能会在未来利润丰厚的零排放汽车积分市场上占据更加主导的地位，”乔纳斯说。\n该报告称，福特汽车在最近的季度收益报告中表示，它已达成协议，将在北美和欧洲购买价值 38 亿美元的监管合规信贷，通用汽车和 Stellantis 也可能会效仿。\n“我们预计，通用汽车和 STLA 等其他汽车公司可能会在未来几个季度以买家的身份更深入地涉足 ZEV 市场。我们估计特斯拉可能占该市场信贷销售的一半，为特斯拉提供 100% 的利润业务，而投资界目前可能还没有预料到这一点，”乔纳斯说。\n最后，乔纳斯强调，特斯拉的能源业务是一个亮点，随着人工智能数据中心导致整体能源需求增加，以及严重风暴导致电网可靠性降低，该业务可能实现显著增长。\n“最近气候变化的迹象让人们更加关注特斯拉在能源存储领域的主导地位。严重的风暴和异常的全球天气现象（包括热浪）可能会让投资者的注意力集中在那些可能有能力解决气候和能源相关问题的公司上，”乔纳斯说。\n乔纳斯表示：“我们认为特斯拉能源业务的价值潜力比汽车业务更大。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":320986302869560,"gmtCreate":1719394572332,"gmtModify":1719394574071,"author":{"id":"3541241238708684","authorId":"3541241238708684","name":"hello123","avatar":"https://static.tigerbbs.com/e74b6b4068aac574aa06212fe21721a1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3541241238708684","authorIdStr":"3541241238708684"},"themes":[],"htmlText":"真能黑","listText":"真能黑","text":"真能黑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/320986302869560","repostId":"2446359441","repostType":2,"repost":{"id":"2446359441","kind":"news","pubTimestamp":1719391440,"share":"https://www.laohu8.com/m/news/2446359441?lang=&edition=full","pubTime":"2024-06-26 16:44","market":"sh","language":"zh","title":"油门踏板被指疑似“劣质塑料”，蔚来汽车：设计强度有行业标准","url":"https://stock-news.laohu8.com/highlight/detail?id=2446359441","media":"新浪科技","summary":"新浪科技讯 6月26日下午消息，针对近期网络流传的油门踏板断裂事件，蔚来今日回应表示，出现油门踏板断裂的ES6是车主通过第三方购买的二手车，此前该车曾发生过严重事故，被保险公司定为全损；目前汽车的悬浮式加速踏板大多采用工程塑料材质，其设计强度有行业标准。为保护驾驶员安全，在特定受力情况下，可能会发生断裂。\n　　今年6月24日，河南省郑州市一位蔚来车主在驾驶蔚来汽车时油门踏板断裂，车主强烈质疑车辆质量，并指出油门踏板材质疑似为“劣质塑料”，认为这直接关系到行车安全。此前，蔚来也曾在2021年出现过类似的油门踏板断裂事件。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：何俊熹","content":"<html><body><div>\n<p>　　新浪科技讯 6月26日下午消息，针对近期网络流传的油门踏板断裂事件，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>今日回应表示，出现油门踏板断裂的ES6是车主通过第三方购买的二手车，此前该车曾发生过严重事故，被保险公司定为全损；目前汽车的悬浮式加速踏板大多采用工程塑料材质，其设计强度有行业标准。为保护驾驶员安全，在特定受力情况下，可能会发生断裂。</p>\n<p>　　今年6月24日，河南省郑州市一位<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>车主在驾驶蔚来汽车时油门踏板断裂，车主强烈质疑车辆质量，并指出油门踏板材质疑似为“劣质塑料”，认为这直接关系到行车安全。此前，蔚来也曾在2021年出现过类似的油门踏板断裂事件。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：何俊熹 </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>油门踏板被指疑似“劣质塑料”，蔚来汽车：设计强度有行业标准</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; 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class=\"title\">\n油门踏板被指疑似“劣质塑料”，蔚来汽车：设计强度有行业标准\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-26 16:44 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tech/2024-06-26/doc-incaaath0669333.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>新浪科技讯 6月26日下午消息，针对近期网络流传的油门踏板断裂事件，蔚来今日回应表示，出现油门踏板断裂的ES6是车主通过第三方购买的二手车，此前该车曾发生过严重事故，被保险公司定为全损；目前汽车的悬浮式加速踏板大多采用工程塑料材质，其设计强度有行业标准。为保护驾驶员安全，在特定受力情况下，可能会发生断裂。\n　　今年6月24日，河南省郑州市一位蔚来车主在驾驶蔚来汽车时油门踏板断裂，车主强烈质疑车辆...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/2024-06-26/doc-incaaath0669333.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4504":"桥水持仓","BK4581":"高盛持仓","BK4534":"瑞士信贷持仓","BK4099":"汽车制造商","BK4509":"腾讯概念","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4574":"无人驾驶","BK4505":"高瓴资本持仓","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","BK1588":"回港中概股","BK4555":"新能源车","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4526":"热门中概股","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","NIO":"蔚来","BK4588":"碎股","BK4548":"巴美列捷福持仓","BK1119":"汽车制造商","BK4585":"ETF&股票定投概念","09866":"蔚来-SW"},"source_url":"https://finance.sina.com.cn/tech/2024-06-26/doc-incaaath0669333.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2446359441","content_text":"新浪科技讯 6月26日下午消息，针对近期网络流传的油门踏板断裂事件，蔚来今日回应表示，出现油门踏板断裂的ES6是车主通过第三方购买的二手车，此前该车曾发生过严重事故，被保险公司定为全损；目前汽车的悬浮式加速踏板大多采用工程塑料材质，其设计强度有行业标准。为保护驾驶员安全，在特定受力情况下，可能会发生断裂。\n　　今年6月24日，河南省郑州市一位蔚来车主在驾驶蔚来汽车时油门踏板断裂，车主强烈质疑车辆质量，并指出油门踏板材质疑似为“劣质塑料”，认为这直接关系到行车安全。此前，蔚来也曾在2021年出现过类似的油门踏板断裂事件。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：何俊熹","news_type":1},"isVote":1,"tweetType":1,"viewCount":523,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316107577241696,"gmtCreate":1718201467738,"gmtModify":1718201469015,"author":{"id":"3541241238708684","authorId":"3541241238708684","name":"hello123","avatar":"https://static.tigerbbs.com/e74b6b4068aac574aa06212fe21721a1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3541241238708684","authorIdStr":"3541241238708684"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ZK\">$极氪(ZK)$ &nbsp;</a>这波机构666，洗了多少出去","listText":"<a href=\"https://laohu8.com/S/ZK\">$极氪(ZK)$ &nbsp;</a>这波机构666，洗了多少出去","text":"$极氪(ZK)$ 这波机构666，洗了多少出去","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316107577241696","isVote":1,"tweetType":1,"viewCount":1434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":315766533124344,"gmtCreate":1718122273235,"gmtModify":1718122275232,"author":{"id":"3541241238708684","authorId":"3541241238708684","name":"hello123","avatar":"https://static.tigerbbs.com/e74b6b4068aac574aa06212fe21721a1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3541241238708684","authorIdStr":"3541241238708684"},"themes":[],"htmlText":"现在这种也能成为利空消了，仁者见仁","listText":"现在这种也能成为利空消了，仁者见仁","text":"现在这种也能成为利空消了，仁者见仁","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/315766533124344","repostId":"1131428970","repostType":2,"repost":{"id":"1131428970","kind":"news","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1718120051,"share":"https://www.laohu8.com/m/news/1131428970?lang=&edition=full","pubTime":"2024-06-11 23:34","market":"us","language":"en","title":"Turkey’s Tariff on China EVs Is Canary in a Coal Mine. Stocks Fall","url":"https://stock-news.laohu8.com/highlight/detail?id=1131428970","media":"Dow Jones","summary":"Turkey isn’t an automotive powerhouse, but a decision it made on tariffs is rippling through the industry.Shares of Chinese electric-vehicle makers fell early Tuesday after Turkey imposed new tariffs ","content":"<html><head></head><body><p>Turkey isn’t an automotive powerhouse, but a decision it made on tariffs is rippling through the industry.</p><p style=\"text-align: start;\">Shares of Chinese electric-vehicle makers fell early Tuesday after Turkey imposed new tariffs on imports, raising concern that the European Union will follow suit as soon as this week.</p><p>American depositary receipts for Li Auto fell about  2% in Tuesday trading, NIO and XPeng down about 6% and 4%, respectively.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b497a13af291626da221cffa06d7a0e6\" tg-width=\"307\" tg-height=\"256\"/></p><p></p><p>The European Commission, the executive arm of the EU, is expected to announce soon whether it will lift taxes on Chinese-made EVs. Turkey said Saturday it will impose a 40% tariff. U.S. President Joe Biden increased import levies on Chinese EVs to about 100% from 25% last month.</p><p>The worry for governments in the U.S. and Europe is that cheap China’s EV exports will undercut other car makers in a way that undermines domestic development of EVs and distorts the market. China is the biggest market for EVs at the moment and some of its more successful brands are looking to expand abroad. BYD briefly overtook Tesla as the biggest EV maker last year.</p><p>Through May, BYD exported about 176,000 vehicles from China this year, up about 177% year over year. Those cars ended up in Asia, South America, Eastern Europe, and Western Europe. No Chinese-branded cars are sold in the U.S. yet.</p><p style=\"text-align: start;\">China is now the largest new car market in the world and has a labor- cost advantage versus the West. Lower labor costs also mean parts bought from local vendors are cheaper than parts made in the U.S. and Europe.</p><p style=\"text-align: start;\">“They have 53 million units of [car making] capacity and they have a local market of about 29 million units…that [unused] capacity difference is bigger than the entire U.S. market,” Ford Motor CEO Jim Farley recently told <em>Barron’s</em>. “We have to be serious about [an] even playing field.” Chinese companies have also enjoyed lower taxes and government subsidies, he says.</p><p>China’s brands have about 10% of the EV market in Europe. That amounts to about 200,000 vehicles a year. About 13 million new vehicles were sold in Europe in 2023. About two million were all electric.</p><p style=\"text-align: start;\">About 1.2 million new cars were sold in Turkey in 2023. About 66,000 were all electric. BYD entered the Turkish market in November. Turkey has a domestic EV maker called Togg. The Togg T10X EV starts at about $44,000.</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>Turkey’s Tariff on China EVs Is Canary in a Coal Mine. Stocks Fall</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\">\nTurkey’s Tariff on China EVs Is Canary in a Coal Mine. Stocks Fall\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-06-11 23:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Turkey isn’t an automotive powerhouse, but a decision it made on tariffs is rippling through the industry.</p><p style=\"text-align: start;\">Shares of Chinese electric-vehicle makers fell early Tuesday after Turkey imposed new tariffs on imports, raising concern that the European Union will follow suit as soon as this week.</p><p>American depositary receipts for Li Auto fell about  2% in Tuesday trading, NIO and XPeng down about 6% and 4%, respectively.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b497a13af291626da221cffa06d7a0e6\" tg-width=\"307\" tg-height=\"256\"/></p><p></p><p>The European Commission, the executive arm of the EU, is expected to announce soon whether it will lift taxes on Chinese-made EVs. Turkey said Saturday it will impose a 40% tariff. U.S. President Joe Biden increased import levies on Chinese EVs to about 100% from 25% last month.</p><p>The worry for governments in the U.S. and Europe is that cheap China’s EV exports will undercut other car makers in a way that undermines domestic development of EVs and distorts the market. China is the biggest market for EVs at the moment and some of its more successful brands are looking to expand abroad. BYD briefly overtook Tesla as the biggest EV maker last year.</p><p>Through May, BYD exported about 176,000 vehicles from China this year, up about 177% year over year. Those cars ended up in Asia, South America, Eastern Europe, and Western Europe. No Chinese-branded cars are sold in the U.S. yet.</p><p style=\"text-align: start;\">China is now the largest new car market in the world and has a labor- cost advantage versus the West. Lower labor costs also mean parts bought from local vendors are cheaper than parts made in the U.S. and Europe.</p><p style=\"text-align: start;\">“They have 53 million units of [car making] capacity and they have a local market of about 29 million units…that [unused] capacity difference is bigger than the entire U.S. market,” Ford Motor CEO Jim Farley recently told <em>Barron’s</em>. “We have to be serious about [an] even playing field.” Chinese companies have also enjoyed lower taxes and government subsidies, he says.</p><p>China’s brands have about 10% of the EV market in Europe. That amounts to about 200,000 vehicles a year. About 13 million new vehicles were sold in Europe in 2023. About two million were all electric.</p><p style=\"text-align: start;\">About 1.2 million new cars were sold in Turkey in 2023. About 66,000 were all electric. BYD entered the Turkish market in November. Turkey has a domestic EV maker called Togg. The Togg T10X EV starts at about $44,000.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LI":"理想汽车","NIO":"蔚来","XPEV":"小鹏汽车"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131428970","content_text":"Turkey isn’t an automotive powerhouse, but a decision it made on tariffs is rippling through the industry.Shares of Chinese electric-vehicle makers fell early Tuesday after Turkey imposed new tariffs on imports, raising concern that the European Union will follow suit as soon as this week.American depositary receipts for Li Auto fell about  2% in Tuesday trading, NIO and XPeng down about 6% and 4%, respectively.The European Commission, the executive arm of the EU, is expected to announce soon whether it will lift taxes on Chinese-made EVs. Turkey said Saturday it will impose a 40% tariff. U.S. President Joe Biden increased import levies on Chinese EVs to about 100% from 25% last month.The worry for governments in the U.S. and Europe is that cheap China’s EV exports will undercut other car makers in a way that undermines domestic development of EVs and distorts the market. China is the biggest market for EVs at the moment and some of its more successful brands are looking to expand abroad. BYD briefly overtook Tesla as the biggest EV maker last year.Through May, BYD exported about 176,000 vehicles from China this year, up about 177% year over year. Those cars ended up in Asia, South America, Eastern Europe, and Western Europe. No Chinese-branded cars are sold in the U.S. yet.China is now the largest new car market in the world and has a labor- cost advantage versus the West. Lower labor costs also mean parts bought from local vendors are cheaper than parts made in the U.S. and Europe.“They have 53 million units of [car making] capacity and they have a local market of about 29 million units…that [unused] capacity difference is bigger than the entire U.S. market,” Ford Motor CEO Jim Farley recently told Barron’s. “We have to be serious about [an] even playing field.” Chinese companies have also enjoyed lower taxes and government subsidies, he says.China’s brands have about 10% of the EV market in Europe. That amounts to about 200,000 vehicles a year. About 13 million new vehicles were sold in Europe in 2023. About two million were all electric.About 1.2 million new cars were sold in Turkey in 2023. About 66,000 were all electric. BYD entered the Turkish market in November. Turkey has a domestic EV maker called Togg. The Togg T10X EV starts at about $44,000.","news_type":1},"isVote":1,"tweetType":1,"viewCount":521,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":315680598372560,"gmtCreate":1718101292070,"gmtModify":1718101293581,"author":{"id":"3541241238708684","authorId":"3541241238708684","name":"hello123","avatar":"https://static.tigerbbs.com/e74b6b4068aac574aa06212fe21721a1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3541241238708684","authorIdStr":"3541241238708684"},"themes":[],"htmlText":"呵呵","listText":"呵呵","text":"呵呵","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/315680598372560","repostId":"2442024332","repostType":2,"repost":{"id":"2442024332","kind":"highlight","pubTimestamp":1718089357,"share":"https://www.laohu8.com/m/news/2442024332?lang=&edition=full","pubTime":"2024-06-11 15:02","market":"hk","language":"zh","title":"高盛：予蔚来-SW(09866)“中性”评级 目标价32港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2442024332","media":"智通财经网","summary":"高盛预计，蔚来会专注于下半年的销量，因此提高2024至26年的收入预测7%至13%。","content":"<html><body><div> <p>智通财经APP获悉，<a href=\"https://laohu8.com/S/GS\">高盛</a>发布研究报告称，予<a href=\"https://laohu8.com/S/09866\">蔚来-SW</a>(09866)“中性”评级，目标价32港元。公司首季净利润逊预期，但管理层指引次季将有强劲表现，目标往后每月的销量稳步增加，在销售策略上都会更灵活，以确保市场地位，与较早前倾向更具韧性的价格策略立场有所不同。</p><p>该行预计，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>会专注于下半年的销量，因此提高2024至26年的收入预测7%至13%，但该行亦预期今年全年的销售及推广费用将同比增20%至150亿元(人民币.下同)，因集团扩大<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>及乐道(ONVO)品牌的销售团体及门店网络，以进一步推动销量增长，故该行将2024/25/26年的非通用会计准则净亏损预测分别上调至150亿元、150亿元及120亿元。</p> <div></div> </div></body></html>","source":"highlight_zhitongcaijin","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>高盛：予蔚来-SW(09866)“中性”评级 目标价32港元</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; 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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高盛：予蔚来-SW(09866)“中性”评级 目标价32港元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-11 15:02 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1133417.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，高盛发布研究报告称，予蔚来-SW(09866)“中性”评级，目标价32港元。公司首季净利润逊预期，但管理层指引次季将有强劲表现，目标往后每月的销量稳步增加，在销售策略上都会更灵活，以确保市场地位，与较早前倾向更具韧性的价格策略立场有所不同。该行预计，蔚来会专注于下半年的销量，因此提高2024至26年的收入预测7%至13%，但该行亦预期今年全年的销售及推广费用将同比增20%至...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1133417.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img.zhitongcaijing.com/image/20240611/20240611150252_35598.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250","relate_stocks":{"NIO.SI":"蔚来","NIO":"蔚来","09866":"蔚来-SW"},"source_url":"http://www.zhitongcaijing.com/content/detail/1133417.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2442024332","content_text":"智通财经APP获悉，高盛发布研究报告称，予蔚来-SW(09866)“中性”评级，目标价32港元。公司首季净利润逊预期，但管理层指引次季将有强劲表现，目标往后每月的销量稳步增加，在销售策略上都会更灵活，以确保市场地位，与较早前倾向更具韧性的价格策略立场有所不同。该行预计，蔚来会专注于下半年的销量，因此提高2024至26年的收入预测7%至13%，但该行亦预期今年全年的销售及推广费用将同比增20%至150亿元(人民币.下同)，因集团扩大蔚来及乐道(ONVO)品牌的销售团体及门店网络，以进一步推动销量增长，故该行将2024/25/26年的非通用会计准则净亏损预测分别上调至150亿元、150亿元及120亿元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":643,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308660584001832,"gmtCreate":1716384388891,"gmtModify":1716384390522,"author":{"id":"3541241238708684","authorId":"3541241238708684","name":"hello123","avatar":"https://static.tigerbbs.com/e74b6b4068aac574aa06212fe21721a1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3541241238708684","authorIdStr":"3541241238708684"},"themes":[],"htmlText":"优秀","listText":"优秀","text":"优秀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308660584001832","repostId":"2437264601","repostType":2,"repost":{"id":"2437264601","kind":"news","pubTimestamp":1716377061,"share":"https://www.laohu8.com/m/news/2437264601?lang=&edition=full","pubTime":"2024-05-22 19:24","market":"hk","language":"zh","title":"聚焦文博会｜多辆蔚来电动车“开进”13号馆 蔚来ET7成为文博会官方指定用车","url":"https://stock-news.laohu8.com/highlight/detail?id=2437264601","media":"读创","summary":"记者注意到，在文博会13号展馆里，已有几辆蔚来的车辆已悄然停至其中。据悉，蔚来携智能电动行政轿车蔚来ET7助力第二十届文博会，ET7成为官方指定用车，为与会嘉宾带来全新行政体验。本次13号馆展出的分别是智能电动行政轿车蔚来ET7、智能电动旗舰SUV蔚来ES8。","content":"<html><body><div>\n<p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=106.NIO&amp;imageType=k&amp;token=28dfeb41d35cc81d84b4664d7c23c49f&amp;at=1\" width=\"578\"/></p><p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=116.09866&amp;imageType=k&amp;token=28dfeb41d35cc81d84b4664d7c23c49f&amp;at=1\" width=\"578\"/></p><p>　　记者注意到，在文博会13号展馆里，已有几辆<span><a href=\"https://laohu8.com/S/NIO\">蔚来</a></span><span></span>的车辆已悄然停至其中。据悉，<span href=\"http://quote.eastmoney.com/unify/r/106.NIO\" target=\"_blank\" web=\"1\"><a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a></span>携<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>电动行政轿车<span href=\"http://quote.eastmoney.com/unify/r/106.NIO\" target=\"_blank\" web=\"1\">蔚来</span>ET7助力第二十届文博会，ET7成为官方指定用车，为与会嘉宾带来全新行政体验。本次13号馆展出的分别是智能电动行政轿车蔚来ET7、智能电动旗舰SUV蔚来ES8。</p> <p>　　其中，据介绍，ET7是蔚来最新发布的2024款ET7行政版，这是一款针对高端行政市场进行重大升级的车型，也是本次展出的亮点。智能电动旗舰轿车ET7，是蔚来首款自动驾驶车型，最长NEDC续航超1000公里，超算平台算力超1000TOPS，标配超过100项舒适、安全、智能化配置，从外观、空间、数字座舱、性能、自动驾驶等方面提供了极致的体验，制定了量产自动驾驶系统和高端智能电动汽车的新标准，让辅助驾驶到自动驾驶成为可能。2024款蔚来ET7全面升级，无论在硬件层面还是软件层面，均有大幅度提升，覆盖外观、座舱、驾乘、智驾、安全、续航等多维度，总共6大类、180项升级。</p> <p>　　此外，蔚来还设立了创新文旅场景，在现场展台呈现<span>户外露营</span><span></span>场景，还原<span>新能源</span><span></span>户外全新生活方式体验，为参展观众提供全新生活方式体验。</p> <p>　　据悉，蔚来还将在文博会多个分会场现场匹配不同主题，结合车型打造不同场景，联动分会场媒体打造专属文旅场景。“今年是蔚来首次参展文博会，作为一家全球化的智能电动汽车公司，蔚来不仅仅是一家汽车公司，也是一个以车为起点的社区，一个分享欢乐，共同成长的社区。蔚来的使命是为用户创造愉悦的生活方式，在极致的电动智能汽车产品基础之上，重新定义服务用户的所有过程，为用户提供超越期待的全程愉悦体验。”相关工作人员表示。据透露，在文博会里，蔚来还将带来原创的设计生活方式品牌NIO Life，让观众体验到“创造愉悦的生活方式”的品牌理念，通过有态度、有故事、有设计的精品，为用户创造愉悦的生活方式。</p> <p>　　“蔚来作为一个注重创新和用户体验的公司，参加此次文博会，希望可以探索文化与科技的融合，为产品赋予更多的文化价值，并吸引更多用户来了解蔚来，一同感受愉悦的生活方式。”</p><p>（文章来源：读创）</p> </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>聚焦文博会｜多辆蔚来电动车“开进”13号馆 蔚来ET7成为文博会官方指定用车</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{ 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}\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聚焦文博会｜多辆蔚来电动车“开进”13号馆 蔚来ET7成为文博会官方指定用车\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-22 19:24 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.eastmoney.com/a/202405223084423786.html><strong>读创</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>记者注意到，在文博会13号展馆里，已有几辆蔚来的车辆已悄然停至其中。据悉，蔚来携智能电动行政轿车蔚来ET7助力第二十届文博会，ET7成为官方指定用车，为与会嘉宾带来全新行政体验。本次13号馆展出的分别是智能电动行政轿车蔚来ET7、智能电动旗舰SUV蔚来ES8。 　　其中，据介绍，ET7是蔚来最新发布的2024款ET7行政版，这是一款针对高端行政市场进行重大升级的车型，也是本次展出的亮点。智能电动...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202405223084423786.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","BK4504":"桥水持仓","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","NIO":"蔚来","09866":"蔚来-SW","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4555":"新能源车","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","NIO.SI":"蔚来","BK1588":"回港中概股","BK4509":"腾讯概念","BK4588":"碎股","BK4526":"热门中概股","BK1119":"汽车制造商","BK4574":"无人驾驶","BK4505":"高瓴资本持仓"},"source_url":"http://finance.eastmoney.com/a/202405223084423786.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2437264601","content_text":"记者注意到，在文博会13号展馆里，已有几辆蔚来的车辆已悄然停至其中。据悉，蔚来携智能电动行政轿车蔚来ET7助力第二十届文博会，ET7成为官方指定用车，为与会嘉宾带来全新行政体验。本次13号馆展出的分别是智能电动行政轿车蔚来ET7、智能电动旗舰SUV蔚来ES8。 　　其中，据介绍，ET7是蔚来最新发布的2024款ET7行政版，这是一款针对高端行政市场进行重大升级的车型，也是本次展出的亮点。智能电动旗舰轿车ET7，是蔚来首款自动驾驶车型，最长NEDC续航超1000公里，超算平台算力超1000TOPS，标配超过100项舒适、安全、智能化配置，从外观、空间、数字座舱、性能、自动驾驶等方面提供了极致的体验，制定了量产自动驾驶系统和高端智能电动汽车的新标准，让辅助驾驶到自动驾驶成为可能。2024款蔚来ET7全面升级，无论在硬件层面还是软件层面，均有大幅度提升，覆盖外观、座舱、驾乘、智驾、安全、续航等多维度，总共6大类、180项升级。 　　此外，蔚来还设立了创新文旅场景，在现场展台呈现户外露营场景，还原新能源户外全新生活方式体验，为参展观众提供全新生活方式体验。 　　据悉，蔚来还将在文博会多个分会场现场匹配不同主题，结合车型打造不同场景，联动分会场媒体打造专属文旅场景。“今年是蔚来首次参展文博会，作为一家全球化的智能电动汽车公司，蔚来不仅仅是一家汽车公司，也是一个以车为起点的社区，一个分享欢乐，共同成长的社区。蔚来的使命是为用户创造愉悦的生活方式，在极致的电动智能汽车产品基础之上，重新定义服务用户的所有过程，为用户提供超越期待的全程愉悦体验。”相关工作人员表示。据透露，在文博会里，蔚来还将带来原创的设计生活方式品牌NIO Life，让观众体验到“创造愉悦的生活方式”的品牌理念，通过有态度、有故事、有设计的精品，为用户创造愉悦的生活方式。 　　“蔚来作为一个注重创新和用户体验的公司，参加此次文博会，希望可以探索文化与科技的融合，为产品赋予更多的文化价值，并吸引更多用户来了解蔚来，一同感受愉悦的生活方式。”（文章来源：读创）","news_type":1},"isVote":1,"tweetType":1,"viewCount":521,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308361922240704,"gmtCreate":1716305609830,"gmtModify":1716305611592,"author":{"id":"3541241238708684","authorId":"3541241238708684","name":"hello123","avatar":"https://static.tigerbbs.com/e74b6b4068aac574aa06212fe21721a1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3541241238708684","authorIdStr":"3541241238708684"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a><v-v 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向上嘎嘎嘎哈哈哈哈哈哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/304401273614520","isVote":1,"tweetType":1,"viewCount":6730,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":299111526383688,"gmtCreate":1714050479240,"gmtModify":1714050481159,"author":{"id":"3541241238708684","authorId":"3541241238708684","name":"hello123","avatar":"https://static.tigerbbs.com/e74b6b4068aac574aa06212fe21721a1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3541241238708684","authorIdStr":"3541241238708684"},"themes":[],"htmlText":"冷饭反复抄，有意思吗","listText":"冷饭反复抄，有意思吗","text":"冷饭反复抄，有意思吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/299111526383688","repostId":"2430409780","repostType":2,"repost":{"id":"2430409780","kind":"news","pubTimestamp":1714044762,"share":"https://www.laohu8.com/m/news/2430409780?lang=&edition=full","pubTime":"2024-04-25 19:32","market":"us","language":"zh","title":"中东资本接盘亏掉100亿，李斌笑了","url":"https://stock-news.laohu8.com/highlight/detail?id=2430409780","media":"投资家","summary":"同时，李斌高度赞扬了“拓荒者”特斯拉对中国新能源市场的贡献与作用。去年12月，蔚来汽车迎来了两个大消息。第一个是，拿到中东阿布扎比投资基金CYVN的22亿美元战略投资。反观OFO创始人戴威，至今仍拖欠1600万用户押金未归还，负债15亿元，人也跑了。蔚来汽车最新股权结构显示，李斌持股8.5%，拥有高达38.5%的投票权。实际上，这家中东资本今年亏得很惨了。目前，蔚来汽车股价4美元左右，市值约81亿美元，这导致CYVN浮亏15亿美元，","content":"<html><body><article><p>随着小米SU7、智界S7大卖，国内 新能源 进入白热化阶段。</p><p>“后浪”持续加入，则让市场缺乏 竞争优势 的玩家火烧眉毛。近日，有消息称，<a href=\"https://laohu8.com/S/NIO\">蔚来</a> 汽车 创始人李斌又开始忙碌了。他去了趟贾跃亭“为造车窒息”的美国，在“哈佛大学第二十七届哈佛中国论坛”上发表激情演讲。李斌说，“中 <a href=\"https://laohu8.com/S/600617\">国新能源</a> 汽车渗透率超41%，开放是中国<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>电动汽车渗透率迅速提升的重要原因之一，全世界的优秀汽车产品都可以在中国销售。”</p><p>同时，李斌高度赞扬了“拓荒者”<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>对中国新能源市场的贡献与作用。“上海超级工厂对特斯拉的商业成功毫无疑问意义巨大，影响了 消费者 心智，激发了新能源产业活力。”</p><p>在一位分析人士看来，“李斌赴美，此行目的不光是去当个演讲嘉宾，他大概率要给<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>汽车寻找下一轮续命钱。”分析人士并非空穴来风，当下蔚来汽车已举步维艰，不仅交付量不及预期，2023年净亏207.2亿元，还让战略投资22亿美元“续命钱”的中东资本亏惨了。</p><p>一</p><p>今年以来，国内新能源风起云涌，年初，头部车企 <a href=\"https://laohu8.com/S/002594\">比亚迪</a> 、特斯拉搞起价格战，逼得其它车企错位竞争参与“内卷”。一时间，贴有“ 智能驾驶 ”、“冰箱 彩电 ”的新车脱颖而出，理想MEGA、小鹏X9、问界M9、小米SU7、智几L6、智界S7入场，新能源大战一触即发。</p><p>不管传统旧势力或是造车新势力，大家都在想尽办法制造热度“抢钱”。然而，有一个人的举止“反常”，他便是李斌。追忆起来，蔚来汽车上一款交付的新车，还是去年6月发布的ET5T。当时，号称“全球首款智能纯电旅行车”的ET5T一出现，就给市场带来惊艳。</p><p>“它解决了搭载天幕玻璃车的痛点，高达99%的紫外线隔绝率，可隔绝80%以上热量；支持座椅4/2/4比例放倒，后备厢最大容积达到1300L，满足家庭储物需求；整车风阻系数0.25Cd，百公里加速仅需4秒，拥有9种开车模式，带来极致驾驶体验；车身采用高强度钢 铝 混合材质，后地板采用一体铸造先进工艺，保证强度和安全的同时，节能省电；新增曙光金外观色，并提供10款外观及6款内饰可选；整车价格29.8万—35.6万区间，6月16日开启交付。”</p><p>“自由的空间体验、丰富的舒适配置、户外拓展功能、智能驾驶感受，可装下生活的精彩，轻松穿梭都市；也可装下对远方的热爱，奔赴山川湖海。带上家人一起出发，一往无前。”</p><p>李斌去年对ET5T的定义，像极了今年各家车企追求颜值、智能驾驶、居家生活、户外旅行、高端科技、整车品质的“结合体”。只不过与其它热门新车不同，ET5T发布后，始终不温不火。<a href=\"https://laohu8.com/S/ATHM\">汽车之家</a>新能源纯电销量榜显示，ET5T近半年销量16077台车，排在榜单第43名。</p><p>但发布新车这件事，却让李斌总能找到与资本博弈的机会。去年12月，蔚来汽车迎来了两个大消息。第一个是，拿到中东阿布扎比投资基金CYVN的22亿美元战略投资。</p><p>依据双方协议，CYVN会按每股7.5美元价格，认购蔚来汽车新发行的2.94亿股A类普通股。此外，CYVN早前曾掏出3.5亿美元买下<a href=\"https://laohu8.com/S/00700\">腾讯</a>关联公司手中蔚来汽车的部分A类普通股，几番交易之下，凭借约20%的公司总发行和流通股，CYVN跃升蔚来汽车第一大股东。</p><p>第二个是，在蔚来汽车举行的“NIO Day”上，发布行政旗舰轿车ET9。按着李斌“2023 NIO Day”介绍，ET9直接对标全球顶级豪车迈巴赫S级、宝马7系、保时捷Panamera，李斌还把蔚来汽车的格局与段位拉满，“这个市场一直是中国汽车品牌进入不了的，我们认为在智能电动汽车时代，行政旗舰从来都是科技旗舰。我想，我们中国企业有机会参与其中。”</p><p>除了拥有行政车辆的“过去、现在、未来”，李斌再次喊出了“续航1000公里”。他说自己做了一个“挑战1000公里”测试。“如果车速保持在110km/h，续航确实会短一些，最终会在900公里上下。”纯电续航900公里，已经是个令资本欣喜若狂的炸裂数字了。靠着“贾跃亭般，发新车，讲未来，要融资”的花式操作，李斌再次扭转了蔚来汽车的困局。</p><p>二</p><p>每次拿到融资前，李斌总是媒体眼中“最惨的男人。”</p><p>蔚来汽车去年的惨状，堪比今年工厂停工、员工直播带货的高合汽车。整整一年，它们给外界印象完全是在“不务正业”——蔚来汽车想摆脱 电池 巨头掣肘，决定自研电池，结果不了了之，紧接着，李斌玩起贾跃亭最擅长的“生态化反”进军手机，搅局华为、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、小米。</p><p>“科技圈乱套了，卖手机的造车，造车的卖手机。”一位网友发出了来自灵魂深处的调侃。</p><p>一边搞电池无下文，另一边“NIO Phone”问世仅两个月，李斌就全盘否定了一切。他用一封裁员10%的内部信，砍掉了前面看重的电池、手机等新业务。正是这封内部信，外界感受到了李斌的焦虑，公司没钱了，急需融资“续命”，蔚来汽车仿佛掉入了“某种轮回”。</p><p>记得2019年，李斌就是媒体眼中“最惨的男人。”那个阶段，蔚来汽车几乎烧光了所有融资，资金链断裂，高管离职，陷入绝境，是合肥拿出百亿元投资“续命”帮其度过难关。</p><p>到了2021年，缓过来的李斌又是“最惨的男人。”造车新势力“蔚小理”就蔚来汽车的销量遭遇了滑铁卢，它们10月交付3667台车，同比下降27%；而同期，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>交付10138台，同比暴涨233%；<a href=\"https://laohu8.com/S/LI\">理想汽车</a>交付7649台，同比暴涨107.2%；就连“还没死”的威马汽车都交付了5025台。李斌没钱了，随后，市场传来它们<span>增发</span>ADS募资20亿美元的消息。</p><p>大洋彼岸，贾跃亭是，“一说造车就融资，一融资就跳票，一跳票就开发布会说造车。”李斌显然比贾跃亭“高明”太多了，“只要公司严重亏损，没钱续命，总有融资来相助？”</p><p>当然，李斌与贾跃亭有本质区别。蔚来汽车最多是销量差、亏损、缺钱；FF纯粹就是忽悠人，“它们去年卖了11台FF91 2.0，今年全部召回，又传言这11台车，是假数据。”</p><p>但二人“对资本的理解、风口的把握、给股东画饼的能力”却有不少相似之处。比如李斌是共享经济风口发起人，他幕后指导胡玮炜搞摩拜单车曾风靡全国。李斌对资本的理解同样独一无二，风口渐渐落下时，他果断拉来美团接盘摩拜单车，泡沐破灭前狠狠赚了一笔。</p><p>反观OFO创始人戴威，至今仍拖欠1600万用户押金未归还，<span>负债</span>15亿元，人也跑了。李斌就不同了，“他在风口兴起时起舞，风口消失前获利。”贾跃亭也是擅长捕捉风口的人，他是最早发现新能源造车前景的 互联网 人士，“唯一，未造一车，就把公司干到IPO的人。”</p><p>若要问“对资本的理解、风口的把握、给股东画饼的能力”谁更强？答案是李斌。贾跃亭在美国很难忽悠了，他拖欠房租、水电费面临多起诉讼，愁眉紧锁。李斌，依旧笑口常开。</p><p>三</p><p>大股东CYVN不计成本给蔚来汽车“续命”就是最好“注脚”。</p><p>说李斌对资本的理解很深在于，哪怕他把公司大股东位置拱手给了“接盘侠”，公司也要由他说了算。蔚来汽车最新<span>股权结构</span>显示，李斌持股8.5%，拥有高达38.5%的投票权。</p><p>别看大股东CYVN持股约20%，却只有13.4%的投票权，这意味着什么呢？意味着，CYVN赶来给蔚来汽车“续命”结局：蔚来汽车赚钱或股票大涨，CYVN跟着李斌一起赚钱；要是蔚来汽车亏钱或股票大跌，亏得最惨的是CYVN。实际上，这家中东资本今年亏得很惨了。</p><p>前文提到，CYVN是按每股7.5美元价格认购蔚来汽车A类普通股。目前（4月16日），蔚来汽车股价4美元左右，市值约81亿美元，这导致CYVN浮亏15亿美元（超100亿元人民币），投资蔚来汽车不到半年，CYVN成了“大冤种”，解释了“接盘侠”三个字的由来。</p><p>李斌坑了大股东，谁给蔚来汽车“续命”？今年，一些媒体人看了蔚来汽车2023年财报，看到净亏207.2亿元，惊呼，“蔚来汽车是怎么做到，越卖越亏的？”有媒体人甚至给蔚来汽车算过一笔经济账，“卖一台车，亏20万元，李斌你还是别造车了，有意思吗？”</p><p>李斌没生气，还挺开心，保持好心情。去年底，拿到融资及发布ET9的他，拉着蔚来车主在长沙搞了场边吃边喝的面对面交流会。会上，李斌满脸笑容，他拿着葡萄酒与各路车主捧杯，大谈梦想，拥抱未来，一点不像公司缺“续命钱”的样子，感觉他才是新能源最大赢家。</p><p>今年，李斌的心情更好了，他时常面露喜悦的出现在理想MEGA、小鹏X9、小米SU7等造车新势力创造的热门话题里。有网友说，“还是李斌有格局，车卖不动，给别人站台。”</p><p>正当外界思考，公司亏损、坑了大股东的李斌是否在谋划破局之术时，一位网友突然拍摄到李斌现身美国，他背着书包，面带笑容，逛着哈佛大学，与学生亲切交流，介绍着蔚来汽车。媒体也没闲着，报道称，李斌是受邀去参加“哈佛大学第二十七届哈佛中国论坛”。</p><p>李斌说，“中国新能源汽车渗透率超41%，开放是中国智能电动汽车渗透率迅速提升的重要原因之一，全世界的优秀汽车产品都可以在中国销售。”同时，他高度赞扬了特斯拉对中国新能源市场的贡献与作用。“上海超级工厂对特斯拉的商业成功毫无疑问意义巨大，影响了消费者心智，激发了新能源产业活力。”在一位分析人士看来，此次赴美，李斌大概率要寻找下一轮“续命钱”。恰逢，贾跃亭在美国麻烦不断，美元资本可能需要新标的。</p><p>那么，李斌拿什么故事吸引资本“续命”？车的故事肯定不好讲，卖车亦是蔚来汽车“短板”。</p><p>美元资本看未来趋势。一家美国商业杂志曾指出，“美国的 新能源车 市场停滞不前，在于本土消费者对充电速度及续航里程要求很高，这导致本土消费者不愿意去购买新能源汽车。”</p><p>美国商业杂志表示，解决充电效率最好的方式是换电。这一说法，得到部分美国业内人士的肯定。来自乔治·华盛顿大学的赫尔维斯顿教授认为，“换电是新能源车主解决充电焦虑的手段。”换电？这恰恰是蔚来汽车的“长处”，它们成功建设了2400座换电站。</p><p>不过，李斌的换电站能否打动美元资本，顺利拿到“救命钱”还需拭目以待，至于亏惨了的大股东中东资本？那是上一轮的故事了，笑口常开的李斌，更关注“下一轮融资”。</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>中东资本接盘亏掉100亿，李斌笑了</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中东资本接盘亏掉100亿，李斌笑了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-25 19:32 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024042519403287af12a6&s=b><strong>投资家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>随着小米SU7、智界S7大卖，国内 新能源 进入白热化阶段。“后浪”持续加入，则让市场缺乏 竞争优势 的玩家火烧眉毛。近日，有消息称，蔚来 汽车 创始人李斌又开始忙碌了。他去了趟贾跃亭“为造车窒息”的美国，在“哈佛大学第二十七届哈佛中国论坛”上发表激情演讲。李斌说，“中 国新能源 汽车渗透率超41%，开放是中国智能电动汽车渗透率迅速提升的重要原因之一，全世界的优秀汽车产品都可以在中国销售。”同时，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024042519403287af12a6&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4555":"新能源车","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4509":"腾讯概念","BK4588":"碎股","BITA":"易车","BK4526":"热门中概股","NIO":"蔚来","BK4574":"无人驾驶","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","NIO.SI":"蔚来","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0052750758.USD":"富兰克林中国基金A Acc","09866":"蔚来-SW","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024042519403287af12a6&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2430409780","content_text":"随着小米SU7、智界S7大卖，国内 新能源 进入白热化阶段。“后浪”持续加入，则让市场缺乏 竞争优势 的玩家火烧眉毛。近日，有消息称，蔚来 汽车 创始人李斌又开始忙碌了。他去了趟贾跃亭“为造车窒息”的美国，在“哈佛大学第二十七届哈佛中国论坛”上发表激情演讲。李斌说，“中 国新能源 汽车渗透率超41%，开放是中国智能电动汽车渗透率迅速提升的重要原因之一，全世界的优秀汽车产品都可以在中国销售。”同时，李斌高度赞扬了“拓荒者”特斯拉对中国新能源市场的贡献与作用。“上海超级工厂对特斯拉的商业成功毫无疑问意义巨大，影响了 消费者 心智，激发了新能源产业活力。”在一位分析人士看来，“李斌赴美，此行目的不光是去当个演讲嘉宾，他大概率要给蔚来汽车寻找下一轮续命钱。”分析人士并非空穴来风，当下蔚来汽车已举步维艰，不仅交付量不及预期，2023年净亏207.2亿元，还让战略投资22亿美元“续命钱”的中东资本亏惨了。一今年以来，国内新能源风起云涌，年初，头部车企 比亚迪 、特斯拉搞起价格战，逼得其它车企错位竞争参与“内卷”。一时间，贴有“ 智能驾驶 ”、“冰箱 彩电 ”的新车脱颖而出，理想MEGA、小鹏X9、问界M9、小米SU7、智几L6、智界S7入场，新能源大战一触即发。不管传统旧势力或是造车新势力，大家都在想尽办法制造热度“抢钱”。然而，有一个人的举止“反常”，他便是李斌。追忆起来，蔚来汽车上一款交付的新车，还是去年6月发布的ET5T。当时，号称“全球首款智能纯电旅行车”的ET5T一出现，就给市场带来惊艳。“它解决了搭载天幕玻璃车的痛点，高达99%的紫外线隔绝率，可隔绝80%以上热量；支持座椅4/2/4比例放倒，后备厢最大容积达到1300L，满足家庭储物需求；整车风阻系数0.25Cd，百公里加速仅需4秒，拥有9种开车模式，带来极致驾驶体验；车身采用高强度钢 铝 混合材质，后地板采用一体铸造先进工艺，保证强度和安全的同时，节能省电；新增曙光金外观色，并提供10款外观及6款内饰可选；整车价格29.8万—35.6万区间，6月16日开启交付。”“自由的空间体验、丰富的舒适配置、户外拓展功能、智能驾驶感受，可装下生活的精彩，轻松穿梭都市；也可装下对远方的热爱，奔赴山川湖海。带上家人一起出发，一往无前。”李斌去年对ET5T的定义，像极了今年各家车企追求颜值、智能驾驶、居家生活、户外旅行、高端科技、整车品质的“结合体”。只不过与其它热门新车不同，ET5T发布后，始终不温不火。汽车之家新能源纯电销量榜显示，ET5T近半年销量16077台车，排在榜单第43名。但发布新车这件事，却让李斌总能找到与资本博弈的机会。去年12月，蔚来汽车迎来了两个大消息。第一个是，拿到中东阿布扎比投资基金CYVN的22亿美元战略投资。依据双方协议，CYVN会按每股7.5美元价格，认购蔚来汽车新发行的2.94亿股A类普通股。此外，CYVN早前曾掏出3.5亿美元买下腾讯关联公司手中蔚来汽车的部分A类普通股，几番交易之下，凭借约20%的公司总发行和流通股，CYVN跃升蔚来汽车第一大股东。第二个是，在蔚来汽车举行的“NIO Day”上，发布行政旗舰轿车ET9。按着李斌“2023 NIO Day”介绍，ET9直接对标全球顶级豪车迈巴赫S级、宝马7系、保时捷Panamera，李斌还把蔚来汽车的格局与段位拉满，“这个市场一直是中国汽车品牌进入不了的，我们认为在智能电动汽车时代，行政旗舰从来都是科技旗舰。我想，我们中国企业有机会参与其中。”除了拥有行政车辆的“过去、现在、未来”，李斌再次喊出了“续航1000公里”。他说自己做了一个“挑战1000公里”测试。“如果车速保持在110km/h，续航确实会短一些，最终会在900公里上下。”纯电续航900公里，已经是个令资本欣喜若狂的炸裂数字了。靠着“贾跃亭般，发新车，讲未来，要融资”的花式操作，李斌再次扭转了蔚来汽车的困局。二每次拿到融资前，李斌总是媒体眼中“最惨的男人。”蔚来汽车去年的惨状，堪比今年工厂停工、员工直播带货的高合汽车。整整一年，它们给外界印象完全是在“不务正业”——蔚来汽车想摆脱 电池 巨头掣肘，决定自研电池，结果不了了之，紧接着，李斌玩起贾跃亭最擅长的“生态化反”进军手机，搅局华为、苹果、小米。“科技圈乱套了，卖手机的造车，造车的卖手机。”一位网友发出了来自灵魂深处的调侃。一边搞电池无下文，另一边“NIO Phone”问世仅两个月，李斌就全盘否定了一切。他用一封裁员10%的内部信，砍掉了前面看重的电池、手机等新业务。正是这封内部信，外界感受到了李斌的焦虑，公司没钱了，急需融资“续命”，蔚来汽车仿佛掉入了“某种轮回”。记得2019年，李斌就是媒体眼中“最惨的男人。”那个阶段，蔚来汽车几乎烧光了所有融资，资金链断裂，高管离职，陷入绝境，是合肥拿出百亿元投资“续命”帮其度过难关。到了2021年，缓过来的李斌又是“最惨的男人。”造车新势力“蔚小理”就蔚来汽车的销量遭遇了滑铁卢，它们10月交付3667台车，同比下降27%；而同期，小鹏汽车交付10138台，同比暴涨233%；理想汽车交付7649台，同比暴涨107.2%；就连“还没死”的威马汽车都交付了5025台。李斌没钱了，随后，市场传来它们增发ADS募资20亿美元的消息。大洋彼岸，贾跃亭是，“一说造车就融资，一融资就跳票，一跳票就开发布会说造车。”李斌显然比贾跃亭“高明”太多了，“只要公司严重亏损，没钱续命，总有融资来相助？”当然，李斌与贾跃亭有本质区别。蔚来汽车最多是销量差、亏损、缺钱；FF纯粹就是忽悠人，“它们去年卖了11台FF91 2.0，今年全部召回，又传言这11台车，是假数据。”但二人“对资本的理解、风口的把握、给股东画饼的能力”却有不少相似之处。比如李斌是共享经济风口发起人，他幕后指导胡玮炜搞摩拜单车曾风靡全国。李斌对资本的理解同样独一无二，风口渐渐落下时，他果断拉来美团接盘摩拜单车，泡沐破灭前狠狠赚了一笔。反观OFO创始人戴威，至今仍拖欠1600万用户押金未归还，负债15亿元，人也跑了。李斌就不同了，“他在风口兴起时起舞，风口消失前获利。”贾跃亭也是擅长捕捉风口的人，他是最早发现新能源造车前景的 互联网 人士，“唯一，未造一车，就把公司干到IPO的人。”若要问“对资本的理解、风口的把握、给股东画饼的能力”谁更强？答案是李斌。贾跃亭在美国很难忽悠了，他拖欠房租、水电费面临多起诉讼，愁眉紧锁。李斌，依旧笑口常开。三大股东CYVN不计成本给蔚来汽车“续命”就是最好“注脚”。说李斌对资本的理解很深在于，哪怕他把公司大股东位置拱手给了“接盘侠”，公司也要由他说了算。蔚来汽车最新股权结构显示，李斌持股8.5%，拥有高达38.5%的投票权。别看大股东CYVN持股约20%，却只有13.4%的投票权，这意味着什么呢？意味着，CYVN赶来给蔚来汽车“续命”结局：蔚来汽车赚钱或股票大涨，CYVN跟着李斌一起赚钱；要是蔚来汽车亏钱或股票大跌，亏得最惨的是CYVN。实际上，这家中东资本今年亏得很惨了。前文提到，CYVN是按每股7.5美元价格认购蔚来汽车A类普通股。目前（4月16日），蔚来汽车股价4美元左右，市值约81亿美元，这导致CYVN浮亏15亿美元（超100亿元人民币），投资蔚来汽车不到半年，CYVN成了“大冤种”，解释了“接盘侠”三个字的由来。李斌坑了大股东，谁给蔚来汽车“续命”？今年，一些媒体人看了蔚来汽车2023年财报，看到净亏207.2亿元，惊呼，“蔚来汽车是怎么做到，越卖越亏的？”有媒体人甚至给蔚来汽车算过一笔经济账，“卖一台车，亏20万元，李斌你还是别造车了，有意思吗？”李斌没生气，还挺开心，保持好心情。去年底，拿到融资及发布ET9的他，拉着蔚来车主在长沙搞了场边吃边喝的面对面交流会。会上，李斌满脸笑容，他拿着葡萄酒与各路车主捧杯，大谈梦想，拥抱未来，一点不像公司缺“续命钱”的样子，感觉他才是新能源最大赢家。今年，李斌的心情更好了，他时常面露喜悦的出现在理想MEGA、小鹏X9、小米SU7等造车新势力创造的热门话题里。有网友说，“还是李斌有格局，车卖不动，给别人站台。”正当外界思考，公司亏损、坑了大股东的李斌是否在谋划破局之术时，一位网友突然拍摄到李斌现身美国，他背着书包，面带笑容，逛着哈佛大学，与学生亲切交流，介绍着蔚来汽车。媒体也没闲着，报道称，李斌是受邀去参加“哈佛大学第二十七届哈佛中国论坛”。李斌说，“中国新能源汽车渗透率超41%，开放是中国智能电动汽车渗透率迅速提升的重要原因之一，全世界的优秀汽车产品都可以在中国销售。”同时，他高度赞扬了特斯拉对中国新能源市场的贡献与作用。“上海超级工厂对特斯拉的商业成功毫无疑问意义巨大，影响了消费者心智，激发了新能源产业活力。”在一位分析人士看来，此次赴美，李斌大概率要寻找下一轮“续命钱”。恰逢，贾跃亭在美国麻烦不断，美元资本可能需要新标的。那么，李斌拿什么故事吸引资本“续命”？车的故事肯定不好讲，卖车亦是蔚来汽车“短板”。美元资本看未来趋势。一家美国商业杂志曾指出，“美国的 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href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>明明有7款车，硬生生搞成像一款车（ET5）打天下，运营效率去年一年以来确实低了，不过等ES6等一代车都上二代平台，新款陆续开始卖之后，三兄弟还是蔚来最有深度与打法了，后期看好。理想后劲估计没有蔚来强","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>明明有7款车，硬生生搞成像一款车（ET5）打天下，运营效率去年一年以来确实低了，不过等ES6等一代车都上二代平台，新款陆续开始卖之后，三兄弟还是蔚来最有深度与打法了，后期看好。理想后劲估计没有蔚来强","text":"$蔚来(NIO)$ 明明有7款车，硬生生搞成像一款车（ET5）打天下，运营效率去年一年以来确实低了，不过等ES6等一代车都上二代平台，新款陆续开始卖之后，三兄弟还是蔚来最有深度与打法了，后期看好。理想后劲估计没有蔚来强","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/625583921","isVote":1,"tweetType":1,"viewCount":5965,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":371027818012752,"gmtCreate":1731596760290,"gmtModify":1731596762353,"author":{"id":"3541241238708684","authorId":"3541241238708684","name":"hello123","avatar":"https://static.tigerbbs.com/e74b6b4068aac574aa06212fe21721a1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3541241238708684","authorIdStr":"3541241238708684"},"themes":[],"htmlText":"但凡财报还不错的中概 一律被疯狂做空 ，看看极氪，看看老虎","listText":"但凡财报还不错的中概 一律被疯狂做空 ，看看极氪，看看老虎","text":"但凡财报还不错的中概 一律被疯狂做空 ，看看极氪，看看老虎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/371027818012752","repostId":"1143322581","repostType":2,"repost":{"id":"1143322581","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":1731578506,"share":"https://www.laohu8.com/m/news/1143322581?lang=&edition=full","pubTime":"2024-11-14 18:01","market":"us","language":"zh","title":"哔哩哔哩Q3营收同比增长26%，调整后净利同比扭亏为盈","url":"https://stock-news.laohu8.com/highlight/detail?id=1143322581","media":"老虎资讯综合","summary":"11月14日，$哔哩哔哩(BILI)$发布2024年第三季度业绩。财报显示，第三季度营收73.06亿元，上年同期为58.05亿元；净亏损7951.5万元，上年同期为亏损13.51亿元；每股亏损0.19元，上年同期每股亏损3.26元。财报发布后，哔哩哔哩美股盘前拉升，现涨超5%。","content":"<html><head></head><body><p>11月14日，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>发布2024年第三季度业绩。财报显示，第三季度营收73.06亿元，上年同期为58.05亿元；净亏损7951.5万元，上年同期为亏损13.51亿元；经调整净利润为2.36亿元，上年同期为净亏损8.63亿元；每股亏损0.19元，上年同期每股亏损3.26元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8679848806df2c0194d01cebbede23a0\" title=\"\" tg-width=\"631\" tg-height=\"732\"/></p><p>财报发布后，哔哩哔哩美股盘前拉升，现涨超5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc6041c85bd3abd2ed8b240f9ca8178f\" title=\"\" tg-width=\"865\" tg-height=\"832\"/></p><p><strong>2024年第三季度摘要：</strong></p><ul style=\"\"><li><p>净营业额总额达人民币73.06亿元，同比增加26%。</p></li><li><p>移动游戏营业额为人民币18.23亿元，同比增加84%。</p></li><li><p>广告营业额为人民币20.94亿元，同比增加28%。</p></li><li><p>毛利润为人民币25.47亿元，同比增加76%；毛利率达34.9%，较去年同期的25.0%有所增加。</p></li><li><p>净亏损为人民币7980.5万元，同比收窄94%。</p></li><li><p>经调整净利润为人民币2.36亿元，对比去年同期经调整净亏损为人民币8.63亿元。</p></li><li><p>2024年第三季度实现经营现金流为人民币22.26亿元，对比去年同期经营现金流流入为人民币2.77亿元。</p></li><li><p>日均活跃用户（日活用户）达1.073亿，而去年同期为1.028亿。</p></li></ul><p><strong>股份回购计划</strong></p><p>本公司今天宣佈，其董事会已授权一项股份回购计划，根据该计划，本公司可于未来24个月内回购不超过2亿美元的公开交易证券。本公司股东已于2024年6月28日举行的本公司股东周年大会上，根据香港上市规则批准授予董事会年度股份回购授权，该授权将有效至本公司下届股东周年大会为止，除非被撤销或更改。本公司亦计划于下届股东周年大会上取得股东批准股份回购授权。本公司建议的回购可能不时在公开市场以当时市价、私下协商交易、大宗交易及╱或其他法律允许的方式进行，视市况而定，并符合适用法律、规则及法规。本公司计划以现有现金结馀为回购提供资金。</p><p><strong>哔哩哔哩董事长兼CEO陈睿：</strong></p><p>这一季度，我们的社区指标和各项关键业务都保持了强劲的增长势头，我们的日活用户和月活用户分别创下1.07亿和3.48亿的新高。用户的日均使用时长也达到了新高的106分钟，较去年同期增加了6分钟。凭借我们蓬勃发展的社区和高活跃度的用户，我们有能力也有机会可以通过多元的商业化产品挖掘和释放出更大的用户价值。第三季度总营收达到人民币73.06亿元，同比增加了26%。特别是我们的移动游戏和广告业务营收分别同比增长了84%和28%。在我们持续提升商业化效率的不懈努力下，本季度，我们首次实现了非公认会计准则下的淨利润转正。这一里程碑仅仅是一个新的起点。展望未来，我们将继续提升商业化能力，同时强化社区生态，为所有合作伙伴带来长期价值。</p><p><strong>哔哩哔哩首席财务官樊欣：</strong></p><p>第三季度，在我们高毛利率的移动游戏和广告业务强劲增长的推动下，我们总营收实现了加速增长，同时毛利率显著提高。我们的毛利润同比大涨76%，毛利率从去年同期的25.0%大幅上升至34.9%。因此，我们实现了人民币2.72亿元的经调整经营利润，对比去年同期的经调整经营亏损为人民币7.55亿元。财务表现的显著改善，展现了我们商业模式的韧性以及社区所蕴含的巨大商业化潜力。我们将以此里程碑为新的起点，持续推动未来的可持续增长。</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>哔哩哔哩Q3营收同比增长26%，调整后净利同比扭亏为盈</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哔哩哔哩Q3营收同比增长26%，调整后净利同比扭亏为盈\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\">2024-11-14 18:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>11月14日，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>发布2024年第三季度业绩。财报显示，第三季度营收73.06亿元，上年同期为58.05亿元；净亏损7951.5万元，上年同期为亏损13.51亿元；经调整净利润为2.36亿元，上年同期为净亏损8.63亿元；每股亏损0.19元，上年同期每股亏损3.26元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8679848806df2c0194d01cebbede23a0\" title=\"\" tg-width=\"631\" tg-height=\"732\"/></p><p>财报发布后，哔哩哔哩美股盘前拉升，现涨超5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc6041c85bd3abd2ed8b240f9ca8178f\" title=\"\" tg-width=\"865\" tg-height=\"832\"/></p><p><strong>2024年第三季度摘要：</strong></p><ul style=\"\"><li><p>净营业额总额达人民币73.06亿元，同比增加26%。</p></li><li><p>移动游戏营业额为人民币18.23亿元，同比增加84%。</p></li><li><p>广告营业额为人民币20.94亿元，同比增加28%。</p></li><li><p>毛利润为人民币25.47亿元，同比增加76%；毛利率达34.9%，较去年同期的25.0%有所增加。</p></li><li><p>净亏损为人民币7980.5万元，同比收窄94%。</p></li><li><p>经调整净利润为人民币2.36亿元，对比去年同期经调整净亏损为人民币8.63亿元。</p></li><li><p>2024年第三季度实现经营现金流为人民币22.26亿元，对比去年同期经营现金流流入为人民币2.77亿元。</p></li><li><p>日均活跃用户（日活用户）达1.073亿，而去年同期为1.028亿。</p></li></ul><p><strong>股份回购计划</strong></p><p>本公司今天宣佈，其董事会已授权一项股份回购计划，根据该计划，本公司可于未来24个月内回购不超过2亿美元的公开交易证券。本公司股东已于2024年6月28日举行的本公司股东周年大会上，根据香港上市规则批准授予董事会年度股份回购授权，该授权将有效至本公司下届股东周年大会为止，除非被撤销或更改。本公司亦计划于下届股东周年大会上取得股东批准股份回购授权。本公司建议的回购可能不时在公开市场以当时市价、私下协商交易、大宗交易及╱或其他法律允许的方式进行，视市况而定，并符合适用法律、规则及法规。本公司计划以现有现金结馀为回购提供资金。</p><p><strong>哔哩哔哩董事长兼CEO陈睿：</strong></p><p>这一季度，我们的社区指标和各项关键业务都保持了强劲的增长势头，我们的日活用户和月活用户分别创下1.07亿和3.48亿的新高。用户的日均使用时长也达到了新高的106分钟，较去年同期增加了6分钟。凭借我们蓬勃发展的社区和高活跃度的用户，我们有能力也有机会可以通过多元的商业化产品挖掘和释放出更大的用户价值。第三季度总营收达到人民币73.06亿元，同比增加了26%。特别是我们的移动游戏和广告业务营收分别同比增长了84%和28%。在我们持续提升商业化效率的不懈努力下，本季度，我们首次实现了非公认会计准则下的淨利润转正。这一里程碑仅仅是一个新的起点。展望未来，我们将继续提升商业化能力，同时强化社区生态，为所有合作伙伴带来长期价值。</p><p><strong>哔哩哔哩首席财务官樊欣：</strong></p><p>第三季度，在我们高毛利率的移动游戏和广告业务强劲增长的推动下，我们总营收实现了加速增长，同时毛利率显著提高。我们的毛利润同比大涨76%，毛利率从去年同期的25.0%大幅上升至34.9%。因此，我们实现了人民币2.72亿元的经调整经营利润，对比去年同期的经调整经营亏损为人民币7.55亿元。财务表现的显著改善，展现了我们商业模式的韧性以及社区所蕴含的巨大商业化潜力。我们将以此里程碑为新的起点，持续推动未来的可持续增长。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/175fbf5f75752267f2ac52ba7750f15a","relate_stocks":{"LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","BILI":"哔哩哔哩","BK4566":"资本集团","BK1104":"互动家庭娱乐","BK4577":"网络游戏","BK4077":"互动媒体与服务","BK4588":"碎股","BK4526":"热门中概股","BK1587":"次新股","09626":"哔哩哔哩-W","BK4503":"景林资产持仓","BK4505":"高瓴资本持仓","BK4510":"在线教育","BK1095":"互动媒体与服务","BK4504":"桥水持仓","BK4085":"互动家庭娱乐","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","SG9999003461.SGD":"United Asia Pacific Infrastructure SGD","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143322581","content_text":"11月14日，哔哩哔哩发布2024年第三季度业绩。财报显示，第三季度营收73.06亿元，上年同期为58.05亿元；净亏损7951.5万元，上年同期为亏损13.51亿元；经调整净利润为2.36亿元，上年同期为净亏损8.63亿元；每股亏损0.19元，上年同期每股亏损3.26元。财报发布后，哔哩哔哩美股盘前拉升，现涨超5%。2024年第三季度摘要：净营业额总额达人民币73.06亿元，同比增加26%。移动游戏营业额为人民币18.23亿元，同比增加84%。广告营业额为人民币20.94亿元，同比增加28%。毛利润为人民币25.47亿元，同比增加76%；毛利率达34.9%，较去年同期的25.0%有所增加。净亏损为人民币7980.5万元，同比收窄94%。经调整净利润为人民币2.36亿元，对比去年同期经调整净亏损为人民币8.63亿元。2024年第三季度实现经营现金流为人民币22.26亿元，对比去年同期经营现金流流入为人民币2.77亿元。日均活跃用户（日活用户）达1.073亿，而去年同期为1.028亿。股份回购计划本公司今天宣佈，其董事会已授权一项股份回购计划，根据该计划，本公司可于未来24个月内回购不超过2亿美元的公开交易证券。本公司股东已于2024年6月28日举行的本公司股东周年大会上，根据香港上市规则批准授予董事会年度股份回购授权，该授权将有效至本公司下届股东周年大会为止，除非被撤销或更改。本公司亦计划于下届股东周年大会上取得股东批准股份回购授权。本公司建议的回购可能不时在公开市场以当时市价、私下协商交易、大宗交易及╱或其他法律允许的方式进行，视市况而定，并符合适用法律、规则及法规。本公司计划以现有现金结馀为回购提供资金。哔哩哔哩董事长兼CEO陈睿：这一季度，我们的社区指标和各项关键业务都保持了强劲的增长势头，我们的日活用户和月活用户分别创下1.07亿和3.48亿的新高。用户的日均使用时长也达到了新高的106分钟，较去年同期增加了6分钟。凭借我们蓬勃发展的社区和高活跃度的用户，我们有能力也有机会可以通过多元的商业化产品挖掘和释放出更大的用户价值。第三季度总营收达到人民币73.06亿元，同比增加了26%。特别是我们的移动游戏和广告业务营收分别同比增长了84%和28%。在我们持续提升商业化效率的不懈努力下，本季度，我们首次实现了非公认会计准则下的淨利润转正。这一里程碑仅仅是一个新的起点。展望未来，我们将继续提升商业化能力，同时强化社区生态，为所有合作伙伴带来长期价值。哔哩哔哩首席财务官樊欣：第三季度，在我们高毛利率的移动游戏和广告业务强劲增长的推动下，我们总营收实现了加速增长，同时毛利率显著提高。我们的毛利润同比大涨76%，毛利率从去年同期的25.0%大幅上升至34.9%。因此，我们实现了人民币2.72亿元的经调整经营利润，对比去年同期的经调整经营亏损为人民币7.55亿元。财务表现的显著改善，展现了我们商业模式的韧性以及社区所蕴含的巨大商业化潜力。我们将以此里程碑为新的起点，持续推动未来的可持续增长。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1868,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3557304068319584","authorId":"3557304068319584","name":"幸运鑫","avatar":"https://static.tigerbbs.com/c2c167a1d2b281226f576fc525757e95","crmLevel":4,"crmLevelSwitch":0,"idStr":"3557304068319584","authorIdStr":"3557304068319584"},"content":"通过 做空收购有潜力的优质资产？","text":"通过 做空收购有潜力的优质资产？","html":"通过 做空收购有潜力的优质资产？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":333781757239344,"gmtCreate":1722522730798,"gmtModify":1722522732373,"author":{"id":"3541241238708684","authorId":"3541241238708684","name":"hello123","avatar":"https://static.tigerbbs.com/e74b6b4068aac574aa06212fe21721a1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3541241238708684","authorIdStr":"3541241238708684"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v> 没有一个人可以做空挣到钱，让空头的子弹再飞一会","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v> 没有一个人可以做空挣到钱，让空头的子弹再飞一会","text":"$蔚来(NIO)$ 没有一个人可以做空挣到钱，让空头的子弹再飞一会","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/333781757239344","isVote":1,"tweetType":1,"viewCount":2901,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3473997100912926","authorId":"3473997100912926","name":"凌晨12点","avatar":"https://static.tigerbbs.com/6ef7a155d31e9575811bd4bb306c025e","crmLevel":4,"crmLevelSwitch":0,"idStr":"3473997100912926","authorIdStr":"3473997100912926"},"content":"飞了好几年了[开心]","text":"飞了好几年了[开心]","html":"飞了好几年了[开心]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":295655666458712,"gmtCreate":1713190560639,"gmtModify":1713190562018,"author":{"id":"3541241238708684","authorId":"3541241238708684","name":"hello123","avatar":"https://static.tigerbbs.com/e74b6b4068aac574aa06212fe21721a1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3541241238708684","authorIdStr":"3541241238708684"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v>专门做空中国有技术的汽车公司，就看大伙能否坚持住了，进行绝地反攻","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v>专门做空中国有技术的汽车公司，就看大伙能否坚持住了，进行绝地反攻","text":"$蔚来(NIO)$ 专门做空中国有技术的汽车公司，就看大伙能否坚持住了，进行绝地反攻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/295655666458712","isVote":1,"tweetType":1,"viewCount":2100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":253463473107008,"gmtCreate":1702898598328,"gmtModify":1702898600020,"author":{"id":"3541241238708684","authorId":"3541241238708684","name":"hello123","avatar":"https://static.tigerbbs.com/e74b6b4068aac574aa06212fe21721a1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3541241238708684","authorIdStr":"3541241238708684"},"themes":[],"htmlText":"黑子们，赶紧出来想点黑料啊，不然来不及了&nbsp;","listText":"黑子们，赶紧出来想点黑料啊，不然来不及了&nbsp;","text":"黑子们，赶紧出来想点黑料啊，不然来不及了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/253463473107008","repostId":"1168874452","repostType":2,"repost":{"id":"1168874452","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":1702892113,"share":"https://www.laohu8.com/m/news/1168874452?lang=&edition=full","pubTime":"2023-12-18 17:35","market":"us","language":"zh","title":"蔚来：CYVN将进行战略性股权投资，投入现金总额22亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1168874452","media":"老虎资讯综合","summary":"12月18日电，蔚来港交所公告，已与CYVN Holdings通过其联属公司CYVN 订立股份认购协议。根据股份认购协议，CYVN将投入现金总额22亿美元，以每股股份7.50美元的购买价认购2.94亿股公司新发行A类普通股。","content":"<html><head></head><body><p>中东土豪再给蔚来“输血”22亿美元！</p><p style=\"text-align: justify;\">12月18日，蔚来在港交所发布公告称，与阿布扎比投资机构CYVN Holdings签订新一轮股份认购协议，CYVN Holdings将通过其附属公司CYVN Investments以现金形式向蔚来进行总计约22亿美元的战略投资。</p><p style=\"text-align: justify;\">根据股份认购协议，CYVN将以每股股份7.50美元的购买价认购2.94亿股公司新发行A类普通股。交易完成后，CYVN将实益持有蔚来已发行及发行在外股份总数的约20.1%。</p><p style=\"text-align: justify;\">据悉，此次投资完成后，蔚来和CYVN将继续在国际市场上开展战略和技术合作。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce474a4d75a9ef0d98cad46ee80c7128\" title=\"\" tg-width=\"837\" tg-height=\"746\"/></p><p>受此消息影响，蔚来美股盘前涨超6%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/770b5540ed6293e064a0c6422e217441\" title=\"\" tg-width=\"272\" tg-height=\"140\"/></p><p></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>蔚来：CYVN将进行战略性股权投资，投入现金总额22亿美元</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; 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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蔚来：CYVN将进行战略性股权投资，投入现金总额22亿美元\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\">2023-12-18 17:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>中东土豪再给蔚来“输血”22亿美元！</p><p style=\"text-align: justify;\">12月18日，蔚来在港交所发布公告称，与阿布扎比投资机构CYVN Holdings签订新一轮股份认购协议，CYVN Holdings将通过其附属公司CYVN Investments以现金形式向蔚来进行总计约22亿美元的战略投资。</p><p style=\"text-align: justify;\">根据股份认购协议，CYVN将以每股股份7.50美元的购买价认购2.94亿股公司新发行A类普通股。交易完成后，CYVN将实益持有蔚来已发行及发行在外股份总数的约20.1%。</p><p style=\"text-align: justify;\">据悉，此次投资完成后，蔚来和CYVN将继续在国际市场上开展战略和技术合作。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce474a4d75a9ef0d98cad46ee80c7128\" title=\"\" tg-width=\"837\" tg-height=\"746\"/></p><p>受此消息影响，蔚来美股盘前涨超6%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/770b5540ed6293e064a0c6422e217441\" title=\"\" tg-width=\"272\" tg-height=\"140\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1f36b37eb8e9efe8641c7be55a7da26d","relate_stocks":{"BK4588":"碎股","BK4574":"无人驾驶","NIO":"蔚来","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","09866":"蔚来-SW","BK4504":"桥水持仓","NIO.SI":"蔚来","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","BK1119":"汽车制造商","BK6125":"汽车制造商","BK4532":"文艺复兴科技持仓","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4531":"中概回港概念","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4509":"腾讯概念","BK1588":"回港中概股","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4526":"热门中概股"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168874452","content_text":"中东土豪再给蔚来“输血”22亿美元！12月18日，蔚来在港交所发布公告称，与阿布扎比投资机构CYVN Holdings签订新一轮股份认购协议，CYVN Holdings将通过其附属公司CYVN Investments以现金形式向蔚来进行总计约22亿美元的战略投资。根据股份认购协议，CYVN将以每股股份7.50美元的购买价认购2.94亿股公司新发行A类普通股。交易完成后，CYVN将实益持有蔚来已发行及发行在外股份总数的约20.1%。据悉，此次投资完成后，蔚来和CYVN将继续在国际市场上开展战略和技术合作。受此消息影响，蔚来美股盘前涨超6%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":751,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":249184294396032,"gmtCreate":1701875705067,"gmtModify":1701875707280,"author":{"id":"3541241238708684","authorId":"3541241238708684","name":"hello123","avatar":"https://static.tigerbbs.com/e74b6b4068aac574aa06212fe21721a1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3541241238708684","authorIdStr":"3541241238708684"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/253405562081531\">@yadiking</a>:你又知道了//<a href=\"https://laohu8.com/U/253405562081531\">@yadiking</a>:未来这一年，蔚来绝无可能扛过去","listText":"Replying to <a href=\"https://laohu8.com/U/253405562081531\">@yadiking</a>:你又知道了//<a href=\"https://laohu8.com/U/253405562081531\">@yadiking</a>:未来这一年，蔚来绝无可能扛过去","text":"Replying to @yadiking:你又知道了//@yadiking:未来这一年，蔚来绝无可能扛过去","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/249184294396032","repostId":"249145263661280","repostType":1,"repost":{"id":249145263661280,"gmtCreate":1701866179259,"gmtModify":1701866181204,"author":{"id":"3513050245441211","authorId":"3513050245441211","name":"倾听秋语","avatar":"https://static.tigerbbs.com/52120d71b0f8b83456b56f3491a6261c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3513050245441211","authorIdStr":"3513050245441211"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a><v-v data-views=\"0\"></v-v>我相信蔚来是一家有伟大梦想的公司，有情怀的公司。长远来看，如果能挺过这波新能源的大浪淘沙，未来会成为中国车企的新秀。但是这一年，估计是很低迷的。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a><v-v data-views=\"0\"></v-v>我相信蔚来是一家有伟大梦想的公司，有情怀的公司。长远来看，如果能挺过这波新能源的大浪淘沙，未来会成为中国车企的新秀。但是这一年，估计是很低迷的。","text":"$蔚来(NIO)$ 我相信蔚来是一家有伟大梦想的公司，有情怀的公司。长远来看，如果能挺过这波新能源的大浪淘沙，未来会成为中国车企的新秀。但是这一年，估计是很低迷的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/249145263661280","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1279,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"253405562081531","authorId":"253405562081531","name":"yadiking","avatar":"https://static.tigerbbs.com/db24e03da104ffc0ee19c4e35f5c065c","crmLevel":5,"crmLevelSwitch":1,"idStr":"253405562081531","authorIdStr":"253405562081531"},"content":"那明年让我们拭目以待吧","text":"那明年让我们拭目以待吧","html":"那明年让我们拭目以待吧"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":236478365859864,"gmtCreate":1698766857709,"gmtModify":1698766858680,"author":{"id":"3541241238708684","authorId":"3541241238708684","name":"hello123","avatar":"https://static.tigerbbs.com/e74b6b4068aac574aa06212fe21721a1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3541241238708684","authorIdStr":"3541241238708684"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v>坚定看好","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v>坚定看好","text":"$蔚来(NIO)$ 坚定看好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/236478365859864","isVote":1,"tweetType":1,"viewCount":455,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":258951488880720,"gmtCreate":1704250677922,"gmtModify":1704250679761,"author":{"id":"3541241238708684","authorId":"3541241238708684","name":"hello123","avatar":"https://static.tigerbbs.com/e74b6b4068aac574aa06212fe21721a1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3541241238708684","authorIdStr":"3541241238708684"},"themes":[],"htmlText":"确实是一家务实，以清洁能源+汽车研发技术为驱动的公司，持续看好，“蔚来”可期","listText":"确实是一家务实，以清洁能源+汽车研发技术为驱动的公司，持续看好，“蔚来”可期","text":"确实是一家务实，以清洁能源+汽车研发技术为驱动的公司，持续看好，“蔚来”可期","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/258951488880720","repostId":"2400816390","repostType":2,"repost":{"id":"2400816390","kind":"highlight","pubTimestamp":1704247670,"share":"https://www.laohu8.com/m/news/2400816390?lang=&edition=full","pubTime":"2024-01-03 10:07","market":"hk","language":"zh","title":"蔚来与隆基绿能签署战略合作协议","url":"https://stock-news.laohu8.com/highlight/detail?id=2400816390","media":"市场资讯","summary":"　　2024年1月3日，蔚来与隆基绿能联合宣布签署战略合作协议。双方将紧密合作并共同推动充换电站使用光伏发电绿色清洁能源，打造行业领先的光储充换一体站，在推进分布式光伏配合V2G车网互动、建立“出行碳中和”相关行业标准等方面展开合作，助力交通领域“碳达峰、碳中和”目标的实现。　　蔚来高级副总裁沈斐与隆基绿能产品与解决方案中心总裁吕远代表双方签约，蔚来创始人、董事长、CEO李斌与隆基绿能董事长钟宝申共同见证。","content":"<html><body><div>\n<p cms-style=\"font-L\">　　<span>来源：<a href=\"https://laohu8.com/S/NIO\">蔚来</a>公众号</span></p>\n<p cms-style=\"font-L\">　　2024年1月3日，<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>与<a href=\"https://laohu8.com/S/601012\">隆基绿能</a>联合宣布签署战略合作协议。双方将紧密合作并共同推动充换电站使用光伏发电绿色清洁能源，打造行业领先的光储充换一体站，在推进分布式光伏配合V2G车网互动、建立“出行碳中和”相关行业标准等方面展开合作，助力交通领域“碳达峰、碳中和”目标的实现。</p>\n<p cms-style=\"font-L\">　　蔚来高级副总裁沈斐与隆基绿能产品与解决方案中心总裁吕远代表双方签约，蔚来创始人、董事长、CEO李斌与隆基绿能董事长钟宝申共同见证。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/117/w550h367/20240103/f73e-6aed64869606f3c66dbec2b59447b54e.jpg\"/><span></span></div>\n<p cms-style=\"font-L\">　　蔚来是领先的<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>电动车公司，也是全球最大的智能电动汽车换电网络运营商，在全球市场建设和运营超过2300座换电站。同时，蔚来也是中国市场建设充电桩数量最多的汽车品牌。</p>\n<p cms-style=\"font-L\">　　作为全球领先的<a href=\"https://laohu8.com/S/000591\">太阳能</a>科技公司，隆基绿能基于技术创新，致力于通过提供“绿电”+“绿氢”产品和解决方案，为赋能千行百业的绿色可持续发展、助力全球能源转型贡献力量。</p>\n<p cms-style=\"font-L\">　　隆基绿能董事长钟宝申表示：“从‘碳中和’的角度看，双方的合作将成为发电侧与用电侧围绕‘出行碳中和’打造‘全球碳中和’的典范。期待双方在光伏与充换电基础设施、V2G系统解决方案以及‘出行碳中和’相关行业标准方面碰撞出更多火花，全面助力交通出行系统的能源基础设施底座朝着更加清洁、更加绿色、更加低碳的方向发展，也让广大的新能源汽车车主畅享绿色、零碳新生活。”</p>\n<p cms-style=\"font-L\">　　蔚来创始人、董事长、CEO李斌表示：“蔚来与隆基绿能的此次战略合作，将推动光伏发电在汽车行业的进一步普及，让更多的新能源车使用光伏绿电作为主要的能源来源，为智能电动汽车产业的高质量发展贡献力量。”</p>\n<p cms-style=\"font-L\">　　蔚来<font cms-style=\"font-L\">与</font><font cms-style=\"font-L\">隆基绿能</font>合作的首座HPBC（Hybrid Passivated Back Contact，复合钝化背接触）光伏换电站也在西安奥体中心投入运营。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/59/w550h309/20240103/23df-2fb8bbd1f5054f20f5031b66b52074d8.png\"/><span></span></div>\n<div>\n<span>股市回暖，抄底炒股先开户！智能定投、条件单、个股雷达……送给你&gt;&gt;</span>\n<img src=\"\"/>\n</div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n</div></body></html>","source":"highlight_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>蔚来与隆基绿能签署战略合作协议</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蔚来与隆基绿能签署战略合作协议\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-03 10:07 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/hkstock/2024-01-03/doc-inaafhzx8048920.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>来源：蔚来公众号\n　　2024年1月3日，蔚来与隆基绿能联合宣布签署战略合作协议。双方将紧密合作并共同推动充换电站使用光伏发电绿色清洁能源，打造行业领先的光储充换一体站，在推进分布式光伏配合V2G车网互动、建立“出行碳中和”相关行业标准等方面展开合作，助力交通领域“碳达峰、碳中和”目标的实现。\n　　蔚来高级副总裁沈斐与隆基绿能产品与解决方案中心总裁吕远代表双方签约，蔚来创始人、董事长、CEO李斌与...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/hkstock/2024-01-03/doc-inaafhzx8048920.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1588":"回港中概股","09866":"蔚来-SW","BK1119":"汽车制造商"},"source_url":"https://finance.sina.com.cn/stock/hkstock/2024-01-03/doc-inaafhzx8048920.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2400816390","content_text":"来源：蔚来公众号\n　　2024年1月3日，蔚来与隆基绿能联合宣布签署战略合作协议。双方将紧密合作并共同推动充换电站使用光伏发电绿色清洁能源，打造行业领先的光储充换一体站，在推进分布式光伏配合V2G车网互动、建立“出行碳中和”相关行业标准等方面展开合作，助力交通领域“碳达峰、碳中和”目标的实现。\n　　蔚来高级副总裁沈斐与隆基绿能产品与解决方案中心总裁吕远代表双方签约，蔚来创始人、董事长、CEO李斌与隆基绿能董事长钟宝申共同见证。\n\n　　蔚来是领先的智能电动车公司，也是全球最大的智能电动汽车换电网络运营商，在全球市场建设和运营超过2300座换电站。同时，蔚来也是中国市场建设充电桩数量最多的汽车品牌。\n　　作为全球领先的太阳能科技公司，隆基绿能基于技术创新，致力于通过提供“绿电”+“绿氢”产品和解决方案，为赋能千行百业的绿色可持续发展、助力全球能源转型贡献力量。\n　　隆基绿能董事长钟宝申表示：“从‘碳中和’的角度看，双方的合作将成为发电侧与用电侧围绕‘出行碳中和’打造‘全球碳中和’的典范。期待双方在光伏与充换电基础设施、V2G系统解决方案以及‘出行碳中和’相关行业标准方面碰撞出更多火花，全面助力交通出行系统的能源基础设施底座朝着更加清洁、更加绿色、更加低碳的方向发展，也让广大的新能源汽车车主畅享绿色、零碳新生活。”\n　　蔚来创始人、董事长、CEO李斌表示：“蔚来与隆基绿能的此次战略合作，将推动光伏发电在汽车行业的进一步普及，让更多的新能源车使用光伏绿电作为主要的能源来源，为智能电动汽车产业的高质量发展贡献力量。”\n　　蔚来与隆基绿能合作的首座HPBC（Hybrid 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业绩大超预期，必须突破150美金","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/286392363327544","isVote":1,"tweetType":1,"viewCount":901,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":252489749848072,"gmtCreate":1702651150313,"gmtModify":1702651151984,"author":{"id":"3541241238708684","authorId":"3541241238708684","name":"hello123","avatar":"https://static.tigerbbs.com/e74b6b4068aac574aa06212fe21721a1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3541241238708684","authorIdStr":"3541241238708684"},"themes":[],"htmlText":"哈哈，空头坐不住了","listText":"哈哈，空头坐不住了","text":"哈哈，空头坐不住了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/252489749848072","repostId":"2391671306","repostType":2,"repost":{"id":"2391671306","kind":"highlight","pubTimestamp":1702646792,"share":"https://www.laohu8.com/m/news/2391671306?lang=&edition=full","pubTime":"2023-12-15 21:26","market":"us","language":"en","title":"Avoid NIO Stock: The Struggling EV Maker Is Grasping at Straws","url":"https://stock-news.laohu8.com/highlight/detail?id=2391671306","media":"InvestorPlace","summary":"It's understandable why the company is pulling out all the stops, but don't count on these efforts saving the day for NIO stock.","content":"<html><head></head><body><ul style=\"\"><li><p>As unprofitability persists, and its shares keep sliding, <strong>Nio</strong> (<strong>NIO</strong>) is pulling out all the stops to reverse these disheartening trends.</p></li><li><p>Making efforts may not be enough to save the day for struggling EV makers.</p></li><li><p>Investor patience is wearing thin, best to avoid NIO stock.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1d5b942712d1a526d427723721ee12f0\" tg-width=\"768\" tg-height=\"432\"/></p><p>Source: Piotr Swat / Shutterstock.com</p><p>The management at China-based EV maker <strong>Nio</strong> (NYSE:<strong>NIO</strong>) faces a twofold challenge. First, persistent unprofitability and sales growth challenges needs to be solved. Second, and related to the first challenge, Nio’s management needs to win back the market’s past high enthusiasm for NIO stock.</p><p>Shares have experienced more modest price declines this year compared to 2022. However, much like with profitability and growth, investor sentiment is trending in the wrong direction. This needs to be corrected, and fast.</p><p>Taking this into account, it’s not a mystery as to why the company seems to be pulling all the stops lately to fast-track a turnaround (more below). Yet while Nio’s top brass may be giving 110% to fix the issues hurting both the company and the stock, should you count on a big payoff for these efforts?</p><p>Not so fast, as I’ll explain below.</p><h2 id=\"id_2477021023\">NIO Stock, its Big Problems, and its Planned Big Solutions</h2><p>In its latest monthly deliveries report, Nio talked up a big game, touting 12.6% year-over-year deliveries growth for November, as well as stating that year-to-date sales were up 33.1% compared to January-November 2022. At first glance, these numbers seem reliable.</p><p>However, as <em>MarketWatch</em> reported that same day, these figures represented an underperformance compared to the company’s main China-based peers. The same “sounds good only on the surface” dynamic can also be said to apply with Nio’s latest quarterly results, which came out on Dec. 5.</p><p>Although results came in ahead of expectations, and NIO stock briefly surged following the release, the market quickly wised up. Adjusted net losses for the quarter ($542 million) were less than expected, but only slightly (forecasts called for adjusted net losses of $600 million).</p><p>Vehicle margins for Q3 2023 (11%) were much better than margins reported in Q2 (6.2%). They were still down on a year-over-year basis.</p><p>In short, the big same problems that have kept knocking NIO lower (underwhelming growth, heavy losses) have not gone away. Again, the company has big solutions in the works, yet these hardly guarantee a massive comeback lies ahead.</p><h2 id=\"id_3019235619\">Why Layoffs and a Spinoff May Not Save the Day</h2><p>Alongside the release of the latest deliveries and financial data, there’s been quite a bit of news lately with NIO stock regarding the company’s turnaround plans. First, after announcing last month plans to lay off 10% of its workforce, there are rumors that Nio is considering another round of layoffs.</p><p>Second, as <em>Reuters</em> reported in a Dec. 6 exclusive, the company may be pursuing another actions in its efforts to become profitable: spin off its battery segment. Nio refused to address the spin-off rumors, but this plan, along with past and potential layoffs, may reduce cash burn. Or will it?</p><p>Although cost cutting may enable Nio to report “less bad” results in subsequent quarters, don’t assume that these cuts mean a quick trip to profitability. Nio has previously noted that its cost reduction efforts could save it around 2 billion yuan next year. That’s around $280.4 million.</p><p>While nothing to sneeze at, such cost savings are well below the aforementioned big losses from last quarter alone. If that’s not bad enough, these aggressive cost-cutting measures may also worsen its competitive disadvantage.</p><h2 id=\"id_641445388\">The Verdict: Investor Patience Wears Thin</h2><p>Failing to plan is planning to fail, the saying goes, but just because Nio has formulated a turnaround plan doesn’t mean success will be a cinch. High competition in the Chinese EV space could continue to make it difficult for Nio to re-accelerate growth, as I have argued previously.</p><p>In fact, Nio’s possible pivot from free-spending to penny-pinching could make matters worse. While perhaps intending to cut the fat out of its operating expenses, it may be cutting bone and vital organs instead. Larger, better capitalized rivals could gain a greater edge.</p><p>At the same time Nio’s turnaround appears very questionable, the patience of investors keeps wearing thin. Sentiment for EV stocks across the board keeps turning bearish, as headwinds for the industry intensify globally.</p><p>With this, the verdict remains clear: continue to avoid NIO stock.</p><p>NIO stock earns a D rating in <em>Portfolio Grader</em>.</p></body></html>","source":"investorplace_stock_picks","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>Avoid NIO Stock: The Struggling EV Maker Is Grasping at Straws</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.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\">\nAvoid NIO Stock: The Struggling EV Maker Is Grasping at Straws\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-15 21:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/market360/2023/12/avoid-nio-stock-the-struggling-ev-maker-is-grasping-at-straws/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As unprofitability persists, and its shares keep sliding, Nio (NIO) is pulling out all the stops to reverse these disheartening trends.Making efforts may not be enough to save the day for struggling ...</p>\n\n<a href=\"https://investorplace.com/market360/2023/12/avoid-nio-stock-the-struggling-ev-maker-is-grasping-at-straws/\">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","BK4532":"文艺复兴科技持仓","09866":"蔚来-SW","BK4531":"中概回港概念","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4509":"腾讯概念","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0052750758.USD":"富兰克林中国基金A Acc","BK4588":"碎股","BK4526":"热门中概股","BK4574":"无人驾驶","BK4505":"高瓴资本持仓","BK4504":"桥水持仓","BK4581":"高盛持仓","NIO.SI":"蔚来","BK4099":"汽车制造商","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4548":"巴美列捷福持仓"},"source_url":"https://investorplace.com/market360/2023/12/avoid-nio-stock-the-struggling-ev-maker-is-grasping-at-straws/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2391671306","content_text":"As unprofitability persists, and its shares keep sliding, Nio (NIO) is pulling out all the stops to reverse these disheartening trends.Making efforts may not be enough to save the day for struggling EV makers.Investor patience is wearing thin, best to avoid NIO stock.Source: Piotr Swat / Shutterstock.comThe management at China-based EV maker Nio (NYSE:NIO) faces a twofold challenge. First, persistent unprofitability and sales growth challenges needs to be solved. Second, and related to the first challenge, Nio’s management needs to win back the market’s past high enthusiasm for NIO stock.Shares have experienced more modest price declines this year compared to 2022. However, much like with profitability and growth, investor sentiment is trending in the wrong direction. This needs to be corrected, and fast.Taking this into account, it’s not a mystery as to why the company seems to be pulling all the stops lately to fast-track a turnaround (more below). Yet while Nio’s top brass may be giving 110% to fix the issues hurting both the company and the stock, should you count on a big payoff for these efforts?Not so fast, as I’ll explain below.NIO Stock, its Big Problems, and its Planned Big SolutionsIn its latest monthly deliveries report, Nio talked up a big game, touting 12.6% year-over-year deliveries growth for November, as well as stating that year-to-date sales were up 33.1% compared to January-November 2022. At first glance, these numbers seem reliable.However, as MarketWatch reported that same day, these figures represented an underperformance compared to the company’s main China-based peers. The same “sounds good only on the surface” dynamic can also be said to apply with Nio’s latest quarterly results, which came out on Dec. 5.Although results came in ahead of expectations, and NIO stock briefly surged following the release, the market quickly wised up. Adjusted net losses for the quarter ($542 million) were less than expected, but only slightly (forecasts called for adjusted net losses of $600 million).Vehicle margins for Q3 2023 (11%) were much better than margins reported in Q2 (6.2%). They were still down on a year-over-year basis.In short, the big same problems that have kept knocking NIO lower (underwhelming growth, heavy losses) have not gone away. Again, the company has big solutions in the works, yet these hardly guarantee a massive comeback lies ahead.Why Layoffs and a Spinoff May Not Save the DayAlongside the release of the latest deliveries and financial data, there’s been quite a bit of news lately with NIO stock regarding the company’s turnaround plans. First, after announcing last month plans to lay off 10% of its workforce, there are rumors that Nio is considering another round of layoffs.Second, as Reuters reported in a Dec. 6 exclusive, the company may be pursuing another actions in its efforts to become profitable: spin off its battery segment. Nio refused to address the spin-off rumors, but this plan, along with past and potential layoffs, may reduce cash burn. Or will it?Although cost cutting may enable Nio to report “less bad” results in subsequent quarters, don’t assume that these cuts mean a quick trip to profitability. Nio has previously noted that its cost reduction efforts could save it around 2 billion yuan next year. That’s around $280.4 million.While nothing to sneeze at, such cost savings are well below the aforementioned big losses from last quarter alone. If that’s not bad enough, these aggressive cost-cutting measures may also worsen its competitive disadvantage.The Verdict: Investor Patience Wears ThinFailing to plan is planning to fail, the saying goes, but just because Nio has formulated a turnaround plan doesn’t mean success will be a cinch. High competition in the Chinese EV space could continue to make it difficult for Nio to re-accelerate growth, as I have argued previously.In fact, Nio’s possible pivot from free-spending to penny-pinching could make matters worse. While perhaps intending to cut the fat out of its operating expenses, it may be cutting bone and vital organs instead. Larger, better capitalized rivals could gain a greater edge.At the same time Nio’s turnaround appears very questionable, the patience of investors keeps wearing thin. Sentiment for EV stocks across the board keeps turning bearish, as headwinds for the industry intensify globally.With this, the verdict remains clear: continue to avoid NIO stock.NIO stock earns a D rating in Portfolio Grader.","news_type":1},"isVote":1,"tweetType":1,"viewCount":458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}