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hello123

hello123

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IP属地：浙江

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0勋章

05-15 06:56

$Faraday Future(FFIE)$ 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

04-22

唯一一家，做得多，讲得少的车企。一个品牌的树立需要几十年甚至百年的时间，有技术，做实事，终究消费者认可度会越来越高的

李斌想让蔚来挣点钱｜凤凰V现场

04-15

$蔚来(NIO)$ 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

04-11

$蔚来(NIO)$ 看不懂，有技术，实实在在造车的企业，被疯狂做空

03-27

外资开始慢慢低价买入中概资产

摩根大通增持小鹏汽车(09868)约614.64万股每股作价约37.98港元

03-20

$拼多多(PDD)$ 业绩大超预期，必须突破150美金

03-14

一家有格局的企业

最高降552元！蔚来下调电池月租费，李斌将上抖音直播互动

01-31

对，你说的都对

No, Nvidia Is Not a Bubble

01-03

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

蔚来与隆基绿能签署战略合作协议

2023-12-20

空军真是着急了，别急顶住，好戏还在后头

前三季度累计亏损超150亿！利好频出的蔚来，拐点在哪？

2023-12-18

黑子们，继续喷，你们拿着望远镜总能找到点问题的

俞敏洪：将与董宇辉成立工作室，董宇辉称高价被“挖”

2023-12-18

你太保守了

@冬风扫落叶:$蔚来(NIO)$ 2024年前到10有希望没

2023-12-18

黑子们，赶紧出来想点黑料啊，不然来不及了

蔚来：CYVN将进行战略性股权投资，投入现金总额22亿美元

2023-12-15

哈哈，空头坐不住了

Avoid NIO Stock: The Struggling EV Maker Is Grasping at Straws

2023-12-06

Replying to @yadiking:你又知道了//@yadiking:未来这一年，蔚来绝无可能扛过去

@小小宝宝:$蔚来(NIO)$ 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。

2023-10-31

$蔚来(NIO)$ 坚定看好

2023-09-27

$Faraday Future(FFIE)$ 马勒戈壁

2023-09-25

都已经辟谣了，还置顶。为了误导投资者，也是挖空了心思

NIO Is Said to Consider Raising $3 Billion From Investors; NIO Denies

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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":6204,"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":5,"crmLevelSwitch":0},"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","pubTimestamp":1714044762,"share":"https://www.laohu8.com/m/news/2430409780?lang=&edition=full","pubTime":"2024-04-25 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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","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","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","BITA":"易车","NIO.SI":"蔚来","BK4509":"腾讯概念","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4588":"碎股","BK4526":"热门中概股","NIO":"蔚来","BK4574":"无人驾驶","09866":"蔚来-SW","LU0052750758.USD":"富兰克林中国基金A Acc","BK4505":"高瓴资本持仓","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=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 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。”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。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”。","news_type":1},"isVote":1,"tweetType":1,"viewCount":48,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298069563814184,"gmtCreate":1713799763813,"gmtModify":1713799765870,"author":{"id":"3541241238708684","authorId":"3541241238708684","name":"hello123","avatar":"https://static.tigerbbs.com/e74b6b4068aac574aa06212fe21721a1","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"唯一一家，做得多，讲得少的车企。一个品牌的树立需要几十年甚至百年的时间 ，有技术，做实事，终究消费者认可度会越来越高的","listText":"唯一一家，做得多，讲得少的车企。一个品牌的树立需要几十年甚至百年的时间 ，有技术，做实事，终究消费者认可度会越来越高的","text":"唯一一家，做得多，讲得少的车企。一个品牌的树立需要几十年甚至百年的时间 ，有技术，做实事，终究消费者认可度会越来越高的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/298069563814184","repostId":"2429922660","repostType":2,"repost":{"id":"2429922660","pubTimestamp":1713793807,"share":"https://www.laohu8.com/m/news/2429922660?lang=&edition=full","pubTime":"2024-04-22 21:50","market":"hk","language":"zh","title":"李斌想让蔚来挣点钱 ｜凤凰V现场","url":"https://stock-news.laohu8.com/highlight/detail?id=2429922660","media":"V现场","summary":"凤凰网科技《凤凰V现场》综合整理编辑 ｜杨倩在外界看来，李斌创立的蔚来汽车一直不是行业中最突出技术的那家车企。李斌不认同蔚来只有服务。图｜来源于网络李斌在发布会上表示，从各种智驾数据的角度来讲蔚来在很多方面都是第一。“蔚来希望在2025年智驾能够实现10倍于人驾的安全，智能驾驶占到用户使用市场的80%。”","content":"<html><body><p><strong>凤凰网科技《凤凰V现场》综合整理</strong></p><p><strong>编辑 ｜杨倩</strong></p><p>在外界看来，李斌创立的<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车一直不是行业中最突出技术的那家车企。人们对这家公司的印象总是服务。比如在各个城市中间地段耗资不菲建立的NIO House，比如每年都办一次的NIO Day——他们最接近破产的2019年也没有停办。</p><p>今年智驾的比拼上似乎也是如此，在行业中诸多车企争先比拼城市NOA开城数量。甚至已经宣布做到全国都能开时，<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>NOP+的城区领航辅助还处在道路验证阶段——上个月底他们刚刚宣布了2万人规模的用户体验招募计划。</p><p>李斌不认同蔚来只有服务。他说，今天大家传播一件事情的时候非要把它对立起来，比如换电蔚来肯定是全世界做得最好的，但人们却不提蔚来的充电。“（大家都说）蔚来服务做得还不错，好像技术不太行，其实肯定不是这样的。”</p><p>4月20日，蔚来汽车在北京举办了一场名为“全域 全量”的<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>驾驶发布会，宣布4月30日蔚来NOP+的城区功能将向全国NT2车型全量交付并开始提供服务。</p><p><img src=\"https://x0.ifengimg.com/ucms/2024_17/7A73BB05558B94848BADBC0BA19CF646BF510B75_size19_w640_h415.jpg\"/></p><p>图｜来源于网络</p><p>李斌在发布会上表示，从各种智驾数据的角度来讲蔚来在很多方面都是第一。<strong>“蔚来地基搭得比较深，开始口水仗比较吃亏，现在我们用实际做的东西告诉大家，我们毫无疑问是中国智能驾驶的第一梯队。”</strong>有一项确切无疑的第一，去年蔚来花了3亿多美金购买<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的智能驾驶芯片，占到去年英伟达智驾芯片出货量的46%。</p><p>发布会结束后，李斌还和蔚来智能驾驶研发副总裁任少卿在北京晚高峰期间直播蔚来NOP+的城区领航辅助，试图向外界直观地展示蔚来的智驾实力。这已经是他做的第二次路测直播。上一次他驾驶着一辆搭载了150度电池的ET7开了1000多公里，全程直播了14个小时。</p><p>“蔚来希望在2025年智驾能够实现10倍于人驾的安全，智能驾驶占到用户使用市场的80%。”李斌在发布会上说。</p><p>以下是发布会结束后李斌及任少卿接受凤凰网科技等媒体的专访整理：</p><p><img src=\"https://x0.ifengimg.com/ucms/2024_17/6DBFA7D8FCCBF00808EE48E28590AB1C5F1D73AF_size34_w1080_h140.png\"/></p><p><strong>李斌：蔚来智驾的上限非常高</strong></p><p><strong>媒体：我想问的是通用化能力和两个场景，他们主要体现在什么地方？我们什么时候体验到通用化能力？什么时候体验到快速的场景？</strong></p><p><strong>任少卿：</strong>我们分为两个，一个是通用能力，一个是群体智能去做相应的开通和运营。我们一直认为底层是最重要的，或者大家都在做的怎么把通用能力做好。</p><p>通用能力是有同样一套技术栈，同样一个模型，它能适配不同的场景，比如北京、上海能开，城市道路、乡村小道能开，这都是我们的通用能力。它实际上就包括所谓的感知模型、无车道的架构以及相应的规控模型，这也是我们的通用能力。我们跟其他家不太一样的是在通用能力上，我们认为智能驾驶需要进行相应的运营，运营的能力靠着全域智能。因为我们有全域智能的能力，我们有非常大的里程去做，我们整体加起来几个月验证的里程到了3亿公里了。这是某一条路，具体某一个场景都需要进行运营和验证，我们要做的相应的运营基于群体智能。</p><p>最后是通用能力，是做聚力的，比如说针对场景做验证，我们基于群体智能做运营，它会针对每一条路做验证，最终两个合并起来能实现更好的可用性和安全性。</p><p><strong>媒体：蔚来的智能通用里程和市面上其他主流智驾方案相比有何不同？</strong></p><p><strong>李斌：</strong>其实在智能驾驶这个领域有几件常识是一致的，首先算法、训练能力、云端的。做验证这件事情大家都是认可的，但验证有很多方法。有人用仿真，有人用实车测试。因为蔚来车端的群体智能基于它的硬件，我们很早就决定用实车去参与整个能力的进化。我们在车上为什么有4颗芯片，2021年发布的时候就说这里面有群体智能的芯片，这颗芯片它不影响你开车，你就正常开就行了，不管是高速还是城区，验证好了发布正常版本做就好了。</p><p>另外群体智能芯片，包括云端链路打通之后，我们可以在实际真实的场景中，不管是收集非常小范围的场景，你不需要故意制造，全都是真实的场景去提高它的安全性，还是把我们要发布的版本在车端在不影响用户，无感的情况下去做验证，验证完之后再发布，提高它的安全性和可用性，这样一套东西就变成了可能。</p><p>事实上来讲，它取决于几个条件：一是车端的能力足够强，要有足够的预埋。如果没有这个预埋，比如说拿主芯片去做就无法做了，拿主芯片去做就影响你用车了，一定要预埋；二是一定要建立端到云整体数据闭环的能力，不管是对接管的数据分析、事故的数据分析还是对场景的分析。</p><p>刚才少卿说的每个月收集上来几百万个小的案例，在云端再去训练分析它，建立端云闭环的能力；三是要有足够多车辆的覆盖。</p><p>我们今天讲了非常重要的点就是蔚来拥有中国最大的智能驾驶的车队规模，我们销量当然不是最大的，但是我们具备群体智能的智能驾驶的车队规模肯定是最大的。当然<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>也卖了很多车，他在美国FSD在推，在中国他需要一些时间部署和运营。我们是真实的，从去年到现在已经按照这个闭环了。</p><p>从这几个点来讲，车端的算力预埋，车端群体智能的硬件预埋、软件的工作，端云数据闭环的体系，还有就是足够大的车队规模才可能做到累计已经3亿公里的实车验证，你可以理解为这是群体智能带来的意义。</p><p>群体智能和通用能力是不矛盾的，通用能力是基础，群体智能会让智能驾驶不管从安全性还是可用性（可用范围、安心体验）都有机会进化的速度比别人快很多。我们今天讲AI，讲所有的AD，我们重要的东西是进化速度。进化速度代表一切，你的地基是怎么搭的，进化框架怎么搭的，我们在这件事情上也是跟别人不一样的。</p><p>我们确实是围绕着一个非常深的地基去希望建更高的楼，出地面之前大家觉得挺慢，一旦我们出地面就盖上去了，上限天花板是非常高的。这也是蔚来不管在智能化，还是能源服务，还是业务研发、业务布局方面我们自己的思考，你可能觉得速度有点慢，一旦形成闭环体系，它的进化速度非常快，我们3亿公里实际道路的验证说明了这一点，每个月几千万公里，估计马上上亿公里了，用户毫无感知，用户肯定受益，用进化速度说明这一点。包括换电服务、充电服务都说明这一点，这是蔚来系统的思考。</p><p><strong>媒体：特斯拉证明了端到端的优势非常强悍，国内的大版本都是用异构架构去做吗？异构架构做端到端是否有合理性，我们如何做这个技术细节。</strong></p><p><strong>任少卿：</strong>实际上端到端的第一步是模型化，模型化在国内完成的不多，大概去年年终的时候把规划模型和控制模型塞到车。现在感知是纯模型化，规划和控制是纯模型化，今年也会把规划和控制在一些场景和应用上连起来趋势像大家所说的端到端。在这儿之后还没有结束，现在的模型，就大家所说的语言模型的自动驾驶版，世界模型我们也进行了研究，模型有了，我们看怎么把它集成上车，让大家对功能感受有明显的提升。技术方面两件事，端到端，很快；第二世界模型的角度，我们现在做模型和功能的结合。</p><p><strong>媒体：未来相当长一段时间自动驾驶不能完全替代人，我们现在有一种感觉自动驾驶会和人抢方向盘，特别是当它的速度不够快的时候，我们在踩加速的时候会一直提示，其实挺烦的。传统车企在这件事情上会有特别的处理方式，蔚来有没有在人和车切换的体验上进行一些优化。</strong></p><p><strong>李斌：</strong>人车共驾是智能驾驶非常长时间内的状态，人怎么学人车共驾，车怎么学人车共驾还是挺重要的事情，我们有一个用户场也会讲到人车共驾的尝试。人车共驾的模型其实是人加车一起开，如果两边都配合好肯定比单独人开、单独车开安全性要强一些，这个大家可以理解。人是车的冗余，车是人的冗余，这是有好处的，但是它需要有一个互相学习的过程。</p><p>这是比较前沿的一件事情，原来大家做自动驾驶的时候都做的是无人驾驶，假设做的是无人驾驶和有人在那儿开，大家以前在这个事情上没有那么认真的去做，我们会把人车共驾作为非常重要的一个研究领域，因为我们本质上来讲是解放精力，减少事故。本质上来讲，怎么样提高私家车车主用车安全性和降低开车的精力的压力，是我们努力的方向。“怎样能更好的人车共驾”也是我们要解决的，这和智能驾驶是不矛盾的。</p><p><strong>媒体：我问一个争取能上热搜的问题，蔚来在做直播时都非常头铁，冬天测续航，今天晚上在北京最拥堵的晚高峰还要做智能驾驶的直播，为什么要面向普通用户做这些事？</strong></p><p><strong>李斌：</strong>日久见人心，汽车行业不是稍纵即逝的行业，是一个长跑。你到底怎么做事情其实还是挺重要的，你用多长时间去评估这件事情是对的还是错的，每个人的答案不完全一样，因为出的题不一样。像蔚来，2017年我们就说智能驾驶的意义是什么？智能驾驶的意义是“解放时间，减少事故”，我们从2017年到现在就是这么做的，不管是研发的角度还是评估自己工作进展的标准，我们一以贯之这么来的。</p><p>我们有时候也会想，包括做验证这件事情，包括算力、传感器、标配这样一些事情，我们还是回到做事的底层逻辑，还是要从用户长期利益出发，这是我们做事的底层逻辑。如果你只是从怎么样方便介绍怎么来，它其实有时候也会误导自己。</p><p>估计上不了热搜，还是比较四平八稳，我们还是做好自己的事情。</p><p>今天我们为什么要做发布会，因为我们确实马上要做全量用户全国的服务了，我们认为和媒体、用户沟通是很重要的。要跟大家说清楚人车共驾非常重要，人车共驾还是需要注意力在线的，虽然我们能解放一些精力，但还是要注意力在线的。像直播的时候，我开车的时候还是非常老实的，但它确实解放了我们的注意力，让开车变得轻松很多。</p><p>今天大家传播一件事情的时候都非要把它对立起来，比如说换电我们肯定是全世界做得最好的，大家都不愿意说充电也是中国汽车品牌里面最努力的。蔚来服务做得还不错，好像技术不太行，其实肯定不是这样的。蔚来底色是技术，是技术创新，智能驾驶方面从2017年到现在的成绩，如果真正看我们做的事情，我们心里面还是挺笃定的，重要的不是说了什么，重要的是做了什么，这是我对自己的要求。</p><p><img src=\"https://x0.ifengimg.com/ucms/2024_17/CE1D9C9F578A6B2925F02A0F3CC9F25B025D2697_size34_w1080_h140.png\"/></p><p><strong>去年花了3亿美金买英伟达的智驾芯片</strong></p><p><strong>媒体：智驾在蔚来的单车成本占比大概是多少？蔚来在成本盈利之后的比例调整大概是什么样的幅度？</strong></p><p><strong>李斌：</strong>成本还挺高的，四颗芯片就很多钱，激光雷达、传感器还有配套的内存，成本比大家想象的高不少，肯定是行业最贵的。具体的数字就不说那么细了，占车本的比例还是比较高的。我们在云端还投了非常多的训练的算力，还投了非常多的钱，我们一般不太公开的讲我们在云端训练的能力。</p><p>下一步到底如何降本呢？一方面我们发布了自己的芯片，本质上来讲自己的芯片一颗顶四颗成本大大下降，能力更强，成本也下降了，用研发换成本下降。去年我买了3亿美金的英伟达芯片，去年我们买的芯片在英伟达智能驾驶芯片出货量46%，还是挺多钱的，我们一辆车配四颗还是标配，这方面的投资还是挺大的。</p><p><strong>媒体：什么时候做到千人千面的智驾？内部探讨的时候有没有在智驾对于驾驶员心理上有没有考量？</strong></p><p><strong>任少卿：</strong>这是一个很好的问题，本身是我们内部讨论很多，包括您刚才说的场景，有一个典型场景，是每个司机开同样的匝道或者从高速并到另外一个高速，因为有弧度，有的司机可能接受70开过去，有的司机降到50了，是这种场景。我们很早之前就讨论这个事情，从技术栈的底层有相应的预埋，为什么现在还没有推呢？核心是我们希望先把一条主线做好；二是需要把相应的测试能力加强，因为多了千人千面，意味着每个人都要进行测试。在相应的基础都有了，我们会考虑可不可以给大家提供一个不同的设计，跟斌哥也讨论过ES8车上有小孩的时候，我们变道就不要那么激进。</p><p><strong>李斌：</strong>人车共驾下的安全模型，安心感的问题不同的驾驶策略对用户心理影响不太一样，这是ADMS从用户出发，这是长期的方向。</p><p><strong>媒体：蔚来NOP+按月付费，未来有没有计划调整NOP+的费用？</strong></p><p><strong>李斌：</strong>定价，因为我们当时选择了定价的方式没有说买断。我可以把车价加一些，号称免费，我们为什么要用订阅的方式呢？智能驾驶是一个服务，不是简单的功能。如果是功能的话，车交付给你就是好的，服务的话是后面根据使用的情况，根据能力的提升，你去决定你要不要付这个钱。</p><p>我们认为这个逻辑是更对的，你要觉得好使就付费，不好使就不付费也不影响正常用车。车上的传感器和算力还是有价值的，比如说能大大提高主动安全性。因为主动安全和智能驾驶是共基线去开发的，比如说我们在欧洲的评分那么高，很大程度是主动安全能力很强，其实是智能驾驶的水平高，它是一个技术基线。</p><p>所以，并不是说车上装的传感器、算力就没用了，包括车端大模型的部署。回到智能驾驶本身，我们还是会用这个方式，我们认为它更合理，更有意义。我们一个月380是贵还是便宜，对于人车的冗余我们会一直观察这个数据。从人车共驾的智能驾驶到自动驾驶，量变到质变到底在哪？其实还是安全性和可用性的提升。</p><p>如果我做到了99.9%的可用性，各种场景都平摊，做到20倍或者30倍人驾的安全性水平，可能我会提供自动驾驶服务，它其实是从量变到质变。智能驾驶城区点到点的领航辅助，我们放到领航辅助里面，是380，不是680，还好，让我们挣点钱，要不然我们的收入从哪来呢？卖车的毛利只有百分之十几。</p><p>我一直觉得订阅这种方式是智能驾驶一个试金石，真正的试金石，水平高不高基本上就靠它好不好用，用户愿不愿意付费买。如果用户不愿意付费买，它一定不好。</p><p><strong>媒体：会把高速和城区拆开吗？</strong></p><p><strong>李斌：</strong>我们不会拆开，我们叫全域。我们现在是送一年，早期的用户送两年，一个月380也还好。（主持人补充：原来的380不包含城区）后来把城区包进来了。</p><p><img src=\"https://x0.ifengimg.com/ucms/2024_17/E6E35C6F66754465C3A1A1C45790EE489E43ED66_size34_w1080_h140.png\"/></p><p><strong>第二品牌乐道肯定不会用激光雷达</strong></p><p><strong>媒体：蔚来对纯视觉方案的考虑是怎样的？</strong></p><p><strong>李斌：</strong>激光雷达和纯视觉的事情，这又是二元对立的事情，它们又不矛盾。今天有一个误区，纯视觉一定是技术水平高。我们现在肯定都是基于纯视觉做东西，激光雷达是解决中间很少场景的作用，不是说离开激光雷达就不能用了。激光雷达有点像安全气囊，从车被动安全来讲肯定是安全气囊越多越好，成本也会越高。安全气囊解决99.999的问题。</p><p>激光雷达和这个比较像，智能驾驶发展到今天纯视觉是基础，它的成本也会便宜一些。激光雷达发展到今天已经也很便宜了，我们回到2018、2019年，2018年马斯克说不用激光雷达，因为激光雷达太贵，那时候是两三万美金一个，顶半辆车，还没有产能。今天最便宜的激光雷达是一两千块钱，我们的激光雷达是最好的比较贵，因为我们探测距离远，上限高。</p><p>不是激光雷达不用，我要纠正一下，当然用低成本方案包括算力、传感器能做到基础应用的能力是没有问题的，我们从乐道的角度来讲肯定不会用激光雷达。它的技术基线都是一样的，只不过在蔚来的版本中把激光雷达融合进来，如果乐道的话是纯视觉的，这两者之间不要对立起来。在视觉的基础上加传感器的冗余肯定能够应对更复杂的场景，在很少数的场景下能发挥作用，这就是高端车冗余安全必要的东西，不是说离开激光雷达就做不了智能驾驶，肯定不是的。</p><p><strong>媒体：今天我们看到的是NT2车型智驾的全量发布。接下来子品牌乐道的车型也会依然传承全域全量吗？</strong></p><p><strong>任少卿：</strong>可能要卖关子了，能说的事情是说感知的数据、模型都会跟乐道完全一样，我们现在针对第二代车的改造也已经完成了，关于规控和其他的模型也是一样。所以说可以明确的一件事，乐道是生来就有更高的智驾成熟度，比如说从泊车场景、主动安全的场景和领航的场景都是非常成熟，基于功能的集合后续会很快跟大家沟通。</p><p><strong>李斌：</strong>蔚来肯定比乐道贵，贵也有贵的理由。</p><p><strong>媒体：周鸿祎宣布准备卖掉迈巴赫换国产车之后，许多车企都推荐自家品牌，蔚来的车有没有合适的推荐？</strong></p><p><strong>李斌：</strong>我跟老周前段时间正好在美国碰上了，我还跟他说了一下，他说他要卖他那个车，我们俩在微信上互动了一下，邀请他去我们展台。从我的内心来讲，他应该等等ET9，他这个车卖早了，ET9胜算是100%，毫无疑问，别人一点机会都没有，这是肯定的，也就几个月的事。</p><p><strong>媒体：下一位推荐的大佬有心仪的对象吗？</strong></p><p><strong>李斌：</strong>多了去了，最早EP9是6位互联网行业的大佬，当然现在不少都去造车了。我也怕啊，如果都去造车了也不好弄了，这个行业都这么卷了。</p></body></html>","source":"fenghuang_stock","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>李斌想让蔚来挣点钱 ｜凤凰V现场</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{ 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n李斌想让蔚来挣点钱 ｜凤凰V现场\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-22 21:50 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8YzrFiBuYci><strong>V现场</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>凤凰网科技《凤凰V现场》综合整理编辑 ｜杨倩在外界看来，李斌创立的蔚来汽车一直不是行业中最突出技术的那家车企。人们对这家公司的印象总是服务。比如在各个城市中间地段耗资不菲建立的NIO House，比如每年都办一次的NIO Day——他们最接近破产的2019年也没有停办。今年智驾的比拼上似乎也是如此，在行业中诸多车企争先比拼城市NOA开城数量。甚至已经宣布做到全国都能开时，蔚来NOP+的城区领航辅助...</p>\n\n<a href=\"https://tech.ifeng.com/c/8YzrFiBuYci\">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","LU0052750758.USD":"富兰克林中国基金A Acc","BITA":"易车","NIO":"蔚来","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","NIO.SI":"蔚来","BK4555":"新能源车","09866":"蔚来-SW","BK4509":"腾讯概念","BK1588":"回港中概股","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4588":"碎股","BK1119":"汽车制造商","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4526":"热门中概股","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"},"source_url":"https://tech.ifeng.com/c/8YzrFiBuYci","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2429922660","content_text":"凤凰网科技《凤凰V现场》综合整理编辑 ｜杨倩在外界看来，李斌创立的蔚来汽车一直不是行业中最突出技术的那家车企。人们对这家公司的印象总是服务。比如在各个城市中间地段耗资不菲建立的NIO House，比如每年都办一次的NIO Day——他们最接近破产的2019年也没有停办。今年智驾的比拼上似乎也是如此，在行业中诸多车企争先比拼城市NOA开城数量。甚至已经宣布做到全国都能开时，蔚来NOP+的城区领航辅助还处在道路验证阶段——上个月底他们刚刚宣布了2万人规模的用户体验招募计划。李斌不认同蔚来只有服务。他说，今天大家传播一件事情的时候非要把它对立起来，比如换电蔚来肯定是全世界做得最好的，但人们却不提蔚来的充电。“（大家都说）蔚来服务做得还不错，好像技术不太行，其实肯定不是这样的。”4月20日，蔚来汽车在北京举办了一场名为“全域 全量”的智能驾驶发布会，宣布4月30日蔚来NOP+的城区功能将向全国NT2车型全量交付并开始提供服务。图｜来源于网络李斌在发布会上表示，从各种智驾数据的角度来讲蔚来在很多方面都是第一。“蔚来地基搭得比较深，开始口水仗比较吃亏，现在我们用实际做的东西告诉大家，我们毫无疑问是中国智能驾驶的第一梯队。”有一项确切无疑的第一，去年蔚来花了3亿多美金购买英伟达的智能驾驶芯片，占到去年英伟达智驾芯片出货量的46%。发布会结束后，李斌还和蔚来智能驾驶研发副总裁任少卿在北京晚高峰期间直播蔚来NOP+的城区领航辅助，试图向外界直观地展示蔚来的智驾实力。这已经是他做的第二次路测直播。上一次他驾驶着一辆搭载了150度电池的ET7开了1000多公里，全程直播了14个小时。“蔚来希望在2025年智驾能够实现10倍于人驾的安全，智能驾驶占到用户使用市场的80%。”李斌在发布会上说。以下是发布会结束后李斌及任少卿接受凤凰网科技等媒体的专访整理：李斌：蔚来智驾的上限非常高媒体：我想问的是通用化能力和两个场景，他们主要体现在什么地方？我们什么时候体验到通用化能力？什么时候体验到快速的场景？任少卿：我们分为两个，一个是通用能力，一个是群体智能去做相应的开通和运营。我们一直认为底层是最重要的，或者大家都在做的怎么把通用能力做好。通用能力是有同样一套技术栈，同样一个模型，它能适配不同的场景，比如北京、上海能开，城市道路、乡村小道能开，这都是我们的通用能力。它实际上就包括所谓的感知模型、无车道的架构以及相应的规控模型，这也是我们的通用能力。我们跟其他家不太一样的是在通用能力上，我们认为智能驾驶需要进行相应的运营，运营的能力靠着全域智能。因为我们有全域智能的能力，我们有非常大的里程去做，我们整体加起来几个月验证的里程到了3亿公里了。这是某一条路，具体某一个场景都需要进行运营和验证，我们要做的相应的运营基于群体智能。最后是通用能力，是做聚力的，比如说针对场景做验证，我们基于群体智能做运营，它会针对每一条路做验证，最终两个合并起来能实现更好的可用性和安全性。媒体：蔚来的智能通用里程和市面上其他主流智驾方案相比有何不同？李斌：其实在智能驾驶这个领域有几件常识是一致的，首先算法、训练能力、云端的。做验证这件事情大家都是认可的，但验证有很多方法。有人用仿真，有人用实车测试。因为蔚来车端的群体智能基于它的硬件，我们很早就决定用实车去参与整个能力的进化。我们在车上为什么有4颗芯片，2021年发布的时候就说这里面有群体智能的芯片，这颗芯片它不影响你开车，你就正常开就行了，不管是高速还是城区，验证好了发布正常版本做就好了。另外群体智能芯片，包括云端链路打通之后，我们可以在实际真实的场景中，不管是收集非常小范围的场景，你不需要故意制造，全都是真实的场景去提高它的安全性，还是把我们要发布的版本在车端在不影响用户，无感的情况下去做验证，验证完之后再发布，提高它的安全性和可用性，这样一套东西就变成了可能。事实上来讲，它取决于几个条件：一是车端的能力足够强，要有足够的预埋。如果没有这个预埋，比如说拿主芯片去做就无法做了，拿主芯片去做就影响你用车了，一定要预埋；二是一定要建立端到云整体数据闭环的能力，不管是对接管的数据分析、事故的数据分析还是对场景的分析。刚才少卿说的每个月收集上来几百万个小的案例，在云端再去训练分析它，建立端云闭环的能力；三是要有足够多车辆的覆盖。我们今天讲了非常重要的点就是蔚来拥有中国最大的智能驾驶的车队规模，我们销量当然不是最大的，但是我们具备群体智能的智能驾驶的车队规模肯定是最大的。当然特斯拉也卖了很多车，他在美国FSD在推，在中国他需要一些时间部署和运营。我们是真实的，从去年到现在已经按照这个闭环了。从这几个点来讲，车端的算力预埋，车端群体智能的硬件预埋、软件的工作，端云数据闭环的体系，还有就是足够大的车队规模才可能做到累计已经3亿公里的实车验证，你可以理解为这是群体智能带来的意义。群体智能和通用能力是不矛盾的，通用能力是基础，群体智能会让智能驾驶不管从安全性还是可用性（可用范围、安心体验）都有机会进化的速度比别人快很多。我们今天讲AI，讲所有的AD，我们重要的东西是进化速度。进化速度代表一切，你的地基是怎么搭的，进化框架怎么搭的，我们在这件事情上也是跟别人不一样的。我们确实是围绕着一个非常深的地基去希望建更高的楼，出地面之前大家觉得挺慢，一旦我们出地面就盖上去了，上限天花板是非常高的。这也是蔚来不管在智能化，还是能源服务，还是业务研发、业务布局方面我们自己的思考，你可能觉得速度有点慢，一旦形成闭环体系，它的进化速度非常快，我们3亿公里实际道路的验证说明了这一点，每个月几千万公里，估计马上上亿公里了，用户毫无感知，用户肯定受益，用进化速度说明这一点。包括换电服务、充电服务都说明这一点，这是蔚来系统的思考。媒体：特斯拉证明了端到端的优势非常强悍，国内的大版本都是用异构架构去做吗？异构架构做端到端是否有合理性，我们如何做这个技术细节。任少卿：实际上端到端的第一步是模型化，模型化在国内完成的不多，大概去年年终的时候把规划模型和控制模型塞到车。现在感知是纯模型化，规划和控制是纯模型化，今年也会把规划和控制在一些场景和应用上连起来趋势像大家所说的端到端。在这儿之后还没有结束，现在的模型，就大家所说的语言模型的自动驾驶版，世界模型我们也进行了研究，模型有了，我们看怎么把它集成上车，让大家对功能感受有明显的提升。技术方面两件事，端到端，很快；第二世界模型的角度，我们现在做模型和功能的结合。媒体：未来相当长一段时间自动驾驶不能完全替代人，我们现在有一种感觉自动驾驶会和人抢方向盘，特别是当它的速度不够快的时候，我们在踩加速的时候会一直提示，其实挺烦的。传统车企在这件事情上会有特别的处理方式，蔚来有没有在人和车切换的体验上进行一些优化。李斌：人车共驾是智能驾驶非常长时间内的状态，人怎么学人车共驾，车怎么学人车共驾还是挺重要的事情，我们有一个用户场也会讲到人车共驾的尝试。人车共驾的模型其实是人加车一起开，如果两边都配合好肯定比单独人开、单独车开安全性要强一些，这个大家可以理解。人是车的冗余，车是人的冗余，这是有好处的，但是它需要有一个互相学习的过程。这是比较前沿的一件事情，原来大家做自动驾驶的时候都做的是无人驾驶，假设做的是无人驾驶和有人在那儿开，大家以前在这个事情上没有那么认真的去做，我们会把人车共驾作为非常重要的一个研究领域，因为我们本质上来讲是解放精力，减少事故。本质上来讲，怎么样提高私家车车主用车安全性和降低开车的精力的压力，是我们努力的方向。“怎样能更好的人车共驾”也是我们要解决的，这和智能驾驶是不矛盾的。媒体：我问一个争取能上热搜的问题，蔚来在做直播时都非常头铁，冬天测续航，今天晚上在北京最拥堵的晚高峰还要做智能驾驶的直播，为什么要面向普通用户做这些事？李斌：日久见人心，汽车行业不是稍纵即逝的行业，是一个长跑。你到底怎么做事情其实还是挺重要的，你用多长时间去评估这件事情是对的还是错的，每个人的答案不完全一样，因为出的题不一样。像蔚来，2017年我们就说智能驾驶的意义是什么？智能驾驶的意义是“解放时间，减少事故”，我们从2017年到现在就是这么做的，不管是研发的角度还是评估自己工作进展的标准，我们一以贯之这么来的。我们有时候也会想，包括做验证这件事情，包括算力、传感器、标配这样一些事情，我们还是回到做事的底层逻辑，还是要从用户长期利益出发，这是我们做事的底层逻辑。如果你只是从怎么样方便介绍怎么来，它其实有时候也会误导自己。估计上不了热搜，还是比较四平八稳，我们还是做好自己的事情。今天我们为什么要做发布会，因为我们确实马上要做全量用户全国的服务了，我们认为和媒体、用户沟通是很重要的。要跟大家说清楚人车共驾非常重要，人车共驾还是需要注意力在线的，虽然我们能解放一些精力，但还是要注意力在线的。像直播的时候，我开车的时候还是非常老实的，但它确实解放了我们的注意力，让开车变得轻松很多。今天大家传播一件事情的时候都非要把它对立起来，比如说换电我们肯定是全世界做得最好的，大家都不愿意说充电也是中国汽车品牌里面最努力的。蔚来服务做得还不错，好像技术不太行，其实肯定不是这样的。蔚来底色是技术，是技术创新，智能驾驶方面从2017年到现在的成绩，如果真正看我们做的事情，我们心里面还是挺笃定的，重要的不是说了什么，重要的是做了什么，这是我对自己的要求。去年花了3亿美金买英伟达的智驾芯片媒体：智驾在蔚来的单车成本占比大概是多少？蔚来在成本盈利之后的比例调整大概是什么样的幅度？李斌：成本还挺高的，四颗芯片就很多钱，激光雷达、传感器还有配套的内存，成本比大家想象的高不少，肯定是行业最贵的。具体的数字就不说那么细了，占车本的比例还是比较高的。我们在云端还投了非常多的训练的算力，还投了非常多的钱，我们一般不太公开的讲我们在云端训练的能力。下一步到底如何降本呢？一方面我们发布了自己的芯片，本质上来讲自己的芯片一颗顶四颗成本大大下降，能力更强，成本也下降了，用研发换成本下降。去年我买了3亿美金的英伟达芯片，去年我们买的芯片在英伟达智能驾驶芯片出货量46%，还是挺多钱的，我们一辆车配四颗还是标配，这方面的投资还是挺大的。媒体：什么时候做到千人千面的智驾？内部探讨的时候有没有在智驾对于驾驶员心理上有没有考量？任少卿：这是一个很好的问题，本身是我们内部讨论很多，包括您刚才说的场景，有一个典型场景，是每个司机开同样的匝道或者从高速并到另外一个高速，因为有弧度，有的司机可能接受70开过去，有的司机降到50了，是这种场景。我们很早之前就讨论这个事情，从技术栈的底层有相应的预埋，为什么现在还没有推呢？核心是我们希望先把一条主线做好；二是需要把相应的测试能力加强，因为多了千人千面，意味着每个人都要进行测试。在相应的基础都有了，我们会考虑可不可以给大家提供一个不同的设计，跟斌哥也讨论过ES8车上有小孩的时候，我们变道就不要那么激进。李斌：人车共驾下的安全模型，安心感的问题不同的驾驶策略对用户心理影响不太一样，这是ADMS从用户出发，这是长期的方向。媒体：蔚来NOP+按月付费，未来有没有计划调整NOP+的费用？李斌：定价，因为我们当时选择了定价的方式没有说买断。我可以把车价加一些，号称免费，我们为什么要用订阅的方式呢？智能驾驶是一个服务，不是简单的功能。如果是功能的话，车交付给你就是好的，服务的话是后面根据使用的情况，根据能力的提升，你去决定你要不要付这个钱。我们认为这个逻辑是更对的，你要觉得好使就付费，不好使就不付费也不影响正常用车。车上的传感器和算力还是有价值的，比如说能大大提高主动安全性。因为主动安全和智能驾驶是共基线去开发的，比如说我们在欧洲的评分那么高，很大程度是主动安全能力很强，其实是智能驾驶的水平高，它是一个技术基线。所以，并不是说车上装的传感器、算力就没用了，包括车端大模型的部署。回到智能驾驶本身，我们还是会用这个方式，我们认为它更合理，更有意义。我们一个月380是贵还是便宜，对于人车的冗余我们会一直观察这个数据。从人车共驾的智能驾驶到自动驾驶，量变到质变到底在哪？其实还是安全性和可用性的提升。如果我做到了99.9%的可用性，各种场景都平摊，做到20倍或者30倍人驾的安全性水平，可能我会提供自动驾驶服务，它其实是从量变到质变。智能驾驶城区点到点的领航辅助，我们放到领航辅助里面，是380，不是680，还好，让我们挣点钱，要不然我们的收入从哪来呢？卖车的毛利只有百分之十几。我一直觉得订阅这种方式是智能驾驶一个试金石，真正的试金石，水平高不高基本上就靠它好不好用，用户愿不愿意付费买。如果用户不愿意付费买，它一定不好。媒体：会把高速和城区拆开吗？李斌：我们不会拆开，我们叫全域。我们现在是送一年，早期的用户送两年，一个月380也还好。（主持人补充：原来的380不包含城区）后来把城区包进来了。第二品牌乐道肯定不会用激光雷达媒体：蔚来对纯视觉方案的考虑是怎样的？李斌：激光雷达和纯视觉的事情，这又是二元对立的事情，它们又不矛盾。今天有一个误区，纯视觉一定是技术水平高。我们现在肯定都是基于纯视觉做东西，激光雷达是解决中间很少场景的作用，不是说离开激光雷达就不能用了。激光雷达有点像安全气囊，从车被动安全来讲肯定是安全气囊越多越好，成本也会越高。安全气囊解决99.999的问题。激光雷达和这个比较像，智能驾驶发展到今天纯视觉是基础，它的成本也会便宜一些。激光雷达发展到今天已经也很便宜了，我们回到2018、2019年，2018年马斯克说不用激光雷达，因为激光雷达太贵，那时候是两三万美金一个，顶半辆车，还没有产能。今天最便宜的激光雷达是一两千块钱，我们的激光雷达是最好的比较贵，因为我们探测距离远，上限高。不是激光雷达不用，我要纠正一下，当然用低成本方案包括算力、传感器能做到基础应用的能力是没有问题的，我们从乐道的角度来讲肯定不会用激光雷达。它的技术基线都是一样的，只不过在蔚来的版本中把激光雷达融合进来，如果乐道的话是纯视觉的，这两者之间不要对立起来。在视觉的基础上加传感器的冗余肯定能够应对更复杂的场景，在很少数的场景下能发挥作用，这就是高端车冗余安全必要的东西，不是说离开激光雷达就做不了智能驾驶，肯定不是的。媒体：今天我们看到的是NT2车型智驾的全量发布。接下来子品牌乐道的车型也会依然传承全域全量吗？任少卿：可能要卖关子了，能说的事情是说感知的数据、模型都会跟乐道完全一样，我们现在针对第二代车的改造也已经完成了，关于规控和其他的模型也是一样。所以说可以明确的一件事，乐道是生来就有更高的智驾成熟度，比如说从泊车场景、主动安全的场景和领航的场景都是非常成熟，基于功能的集合后续会很快跟大家沟通。李斌：蔚来肯定比乐道贵，贵也有贵的理由。媒体：周鸿祎宣布准备卖掉迈巴赫换国产车之后，许多车企都推荐自家品牌，蔚来的车有没有合适的推荐？李斌：我跟老周前段时间正好在美国碰上了，我还跟他说了一下，他说他要卖他那个车，我们俩在微信上互动了一下，邀请他去我们展台。从我的内心来讲，他应该等等ET9，他这个车卖早了，ET9胜算是100%，毫无疑问，别人一点机会都没有，这是肯定的，也就几个月的事。媒体：下一位推荐的大佬有心仪的对象吗？李斌：多了去了，最早EP9是6位互联网行业的大佬，当然现在不少都去造车了。我也怕啊，如果都去造车了也不好弄了，这个行业都这么卷了。","news_type":1},"isVote":1,"tweetType":1,"viewCount":45,"authorTweetTopStatus":1,"verified":2,"comments":[],"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":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a 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看不懂，有技术，实实在在造车的企业，被疯狂做空","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/294183806656672","isVote":1,"tweetType":1,"viewCount":2265,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4175389444875490","authorId":"4175389444875490","name":"不起名字","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"现在这种流量社会，认认真真造车不如把研发经费放去搞营销；讲安全、冗余、补能，还不如冰箱彩电大沙发加个大空间来的实际。消费者有时候身体很诚实，又很单纯，喜欢被“骗”的感觉。","text":"现在这种流量社会，认认真真造车不如把研发经费放去搞营销；讲安全、冗余、补能，还不如冰箱彩电大沙发加个大空间来的实际。消费者有时候身体很诚实，又很单纯，喜欢被“骗”的感觉。","html":"现在这种流量社会，认认真真造车不如把研发经费放去搞营销；讲安全、冗余、补能，还不如冰箱彩电大沙发加个大空间来的实际。消费者有时候身体很诚实，又很单纯，喜欢被“骗”的感觉。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":288825994616960,"gmtCreate":1711538726271,"gmtModify":1711538728190,"author":{"id":"3541241238708684","authorId":"3541241238708684","name":"hello123","avatar":"https://static.tigerbbs.com/e74b6b4068aac574aa06212fe21721a1","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"外资开始慢慢低价买入中概资产","listText":"外资开始慢慢低价买入中概资产","text":"外资开始慢慢低价买入中概资产","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/288825994616960","repostId":"2422958551","repostType":2,"repost":{"id":"2422958551","pubTimestamp":1711523496,"share":"https://www.laohu8.com/m/news/2422958551?lang=&edition=full","pubTime":"2024-03-27 15:11","market":"sh","language":"zh","title":"摩根大通增持小鹏汽车(09868)约614.64万股 每股作价约37.98港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2422958551","media":"智通财经","summary":"智通财经APP获悉，香港联交所最新资料显示，3月21日，摩根大通增持小鹏汽车(09868)614.6492万股，每股作价37.9876港元，总金额约为2.33亿港元。增持后最新持股数目约8075.97万股，最新持股比例为5.25%。","content":"<html><body><p>智通财经APP获悉，香港联交所最新资料显示，3月21日，<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>增持<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>(09868)614.6492万股，每股作价37.9876港元，总金额约为2.33亿港元。增持后最新持股数目约8075.97万股，最新持股比例为5.25%。</p><p><img src=\"https://img.zhitongcaijing.com/image/20240327/1711523589364308.png?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1711523589364308.png\"/></p></body></html>","source":"stock_zhitongcaijing","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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href=http://www.zhitongcaijing.com/content/detail/1093267.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，香港联交所最新资料显示，3月21日，摩根大通增持小鹏汽车(09868)614.6492万股，每股作价37.9876港元，总金额约为2.33亿港元。增持后最新持股数目约8075.97万股，最新持股比例为5.25%。</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1093267.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1119":"汽车制造商","BK4550":"红杉资本持仓","LU0971096721.USD":"富达环球金融服务 A","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","BK1587":"次新股","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0976567544.SGD":"FTIF - Templeton Global Income A Mdis SGD-H1","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC 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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":548,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":284266050646136,"gmtCreate":1710431666806,"gmtModify":1710431668790,"author":{"id":"3541241238708684","authorId":"3541241238708684","name":"hello123","avatar":"https://static.tigerbbs.com/e74b6b4068aac574aa06212fe21721a1","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"一家有格局的企业","listText":"一家有格局的企业","text":"一家有格局的企业","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/284266050646136","repostId":"2419960327","repostType":2,"repost":{"id":"2419960327","pubTimestamp":1710419067,"share":"https://www.laohu8.com/m/news/2419960327?lang=&edition=full","pubTime":"2024-03-14 20:24","market":"hk","language":"zh","title":"最高降552元！蔚来下调电池月租费，李斌将上抖音直播互动","url":"https://stock-news.laohu8.com/highlight/detail?id=2419960327","media":"南方都市报","summary":"3月14日，蔚来在北京举办线下战略沟通会，蔚来能源高级副总裁沈斐现场发布全新BaaS电池租用服务，宣布即日起大幅下调电池月租费。南都记者在现场获悉，蔚来创始人、董事长、CEO李斌当晚将在抖音进行个人直播，对上述调整积极“吆喝”。此外，即日起至5月31日，用户选择BaaS方案购车，还可享电池租用服务费付4赠1、60张免费换电券赠送的限时礼遇。","content":"<html><body><article><p>3月14日，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>在北京举办线下战略沟通会，<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>能源高级副总裁沈斐现场发布全新BaaS电池租用服务，宣布即日起大幅下调电池月租费。</p><p>南都记者在现场获悉，蔚来创始人、董事长、CEO李斌当晚将在抖音进行个人直播，对上述调整积极“吆喝”。李斌的抖音账号名是“蔚来的李斌”。</p><img src=\"https://inews.gtimg.com/om_bt/OqKVFEvSriAMF0w615Wdf2Z2RYGd7uFaKXg5wXFG99C98AA/0\"/><p>总的来说，全新蔚来BaaS电池租用服务费用全线下调：标准续航电池包租用服务费从980元/月调整至728元/月，长续航电池包租用服务费从1680元/月调整至1128元/月；现有用户和新用户所支付租金可部分抵扣电池买断费用；用户每支付一期账单，即获赠一张100元焕新礼金券，复购时可直接抵扣新车款。</p><p>此外，即日起至5月31日，用户选择BaaS方案购车，还可享电池租用服务费付4赠1、60张免费换电券赠送的限时礼遇。</p><p>除了宣布价格让利，当天，蔚来还与<a href=\"https://laohu8.com/S/300750\">宁德时代</a>，就蔚来长寿命电池研发签署双方合作协议。</p><p>“研发长寿命电池、结合自建的充换电网络进行精细化运营延长存量电池寿命，使得我们能够延长电池的服务周期，让蔚来有进一步调整BaaS电池租用服务的空间，为用户带来更大的利益。”蔚来方面表示。</p><p>据统计，从2016年到现在，全<a href=\"https://laohu8.com/S/600617\">国新能源</a>汽车累计上险量已经将近2000万辆，按照电池质保8年来算，2016年的新能源汽车在今年就要开始面临电池脱保的问题。</p><p>李斌认为，电池质保到期以后，后期更换电池的成本是一笔不小的开支。解决电池寿命刻不容缓，建议业内关注电池寿命。他提出，要利用全生命周期动力电池健康运营及电池技术的自主创新，实现动力电池使用15年，达到85%健康度的技术与运营目标，为用户创造更大价值。</p><img src=\"https://inews.gtimg.com/om_bt/OztOGU6SLfwayVuvatszbSvVA0h0IOfQsom-0LpJNm2o8AA/0\"/><p>采写：南都记者 赵唯佳 发自北京</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>最高降552元！蔚来下调电池月租费，李斌将上抖音直播互动</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最高降552元！蔚来下调电池月租费，李斌将上抖音直播互动\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-14 20:24 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202403142025498781b01f&s=b><strong>南方都市报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>3月14日，蔚来在北京举办线下战略沟通会，蔚来能源高级副总裁沈斐现场发布全新BaaS电池租用服务，宣布即日起大幅下调电池月租费。南都记者在现场获悉，蔚来创始人、董事长、CEO李斌当晚将在抖音进行个人直播，对上述调整积极“吆喝”。李斌的抖音账号名是“蔚来的李斌”。总的来说，全新蔚来BaaS电池租用服务费用全线下调：标准续航电池包租用服务费从980元/月调整至728元/月，长续航电池包租用服务费从...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202403142025498781b01f&s=b\">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","NIO":"蔚来","BK1119":"汽车制造商"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202403142025498781b01f&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2419960327","content_text":"3月14日，蔚来在北京举办线下战略沟通会，蔚来能源高级副总裁沈斐现场发布全新BaaS电池租用服务，宣布即日起大幅下调电池月租费。南都记者在现场获悉，蔚来创始人、董事长、CEO李斌当晚将在抖音进行个人直播，对上述调整积极“吆喝”。李斌的抖音账号名是“蔚来的李斌”。总的来说，全新蔚来BaaS电池租用服务费用全线下调：标准续航电池包租用服务费从980元/月调整至728元/月，长续航电池包租用服务费从1680元/月调整至1128元/月；现有用户和新用户所支付租金可部分抵扣电池买断费用；用户每支付一期账单，即获赠一张100元焕新礼金券，复购时可直接抵扣新车款。此外，即日起至5月31日，用户选择BaaS方案购车，还可享电池租用服务费付4赠1、60张免费换电券赠送的限时礼遇。除了宣布价格让利，当天，蔚来还与宁德时代，就蔚来长寿命电池研发签署双方合作协议。“研发长寿命电池、结合自建的充换电网络进行精细化运营延长存量电池寿命，使得我们能够延长电池的服务周期，让蔚来有进一步调整BaaS电池租用服务的空间，为用户带来更大的利益。”蔚来方面表示。据统计，从2016年到现在，全国新能源汽车累计上险量已经将近2000万辆，按照电池质保8年来算，2016年的新能源汽车在今年就要开始面临电池脱保的问题。李斌认为，电池质保到期以后，后期更换电池的成本是一笔不小的开支。解决电池寿命刻不容缓，建议业内关注电池寿命。他提出，要利用全生命周期动力电池健康运营及电池技术的自主创新，实现动力电池使用15年，达到85%健康度的技术与运营目标，为用户创造更大价值。采写：南都记者 赵唯佳 发自北京","news_type":1},"isVote":1,"tweetType":1,"viewCount":354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":269043831066704,"gmtCreate":1706715465516,"gmtModify":1706715467206,"author":{"id":"3541241238708684","authorId":"3541241238708684","name":"hello123","avatar":"https://static.tigerbbs.com/e74b6b4068aac574aa06212fe21721a1","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"对，你说的都对","listText":"对，你说的都对","text":"对，你说的都对","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/269043831066704","repostId":"2407311049","repostType":2,"repost":{"id":"2407311049","pubTimestamp":1706672030,"share":"https://www.laohu8.com/m/news/2407311049?lang=&edition=full","pubTime":"2024-01-31 11:33","market":"us","language":"en","title":"No, Nvidia Is Not a Bubble","url":"https://stock-news.laohu8.com/highlight/detail?id=2407311049","media":"LiveWire","summary":"Financial markets last year were defined by the rise of Artificial Intelligence , with some analysts describing AI as the “saviour” of the S&P 500. Among those AI stocks, Nvidia was a clear standout, climbing more than 230% in 2023 and becoming the eighth ever company to hit US$1 trillion in valuation. However, with such an explosive rise to stardom, some questions have naturally arisen:. How did Nvidia become so important to AI?What are the risks for Nvidia looking forward?GPUs  are microchips designed to output graphics onto computer screens; and Nvidia, with its origins in the video games industry, has long been the industry leader in that market, maintaining almost 80% market share in 2023.But Nvidia’s GPUs didn’t matter in the AI rally because of their graphics rendering capabilities, instead it was their prowess in data processing that was the focus, a feat largely attributed to Nvidia’s proprietary software CUDA .The market believes revenue growth will overwhelmingly come from d","content":"<div>\n<p>Financial markets last year were defined by the rise of Artificial Intelligence (AI), with some analysts describing AI as the “saviour” of the S&P 500. Among those AI stocks, Nvidia was a clear ...</p>\n\n<a href=\"https://www.livewiremarkets.com/wires/no-nvidia-is-not-a-bubble\">Web Link</a>\n\n</div>\n","source":"livewire_stock","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>No, Nvidia Is Not a Bubble</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\">\nNo, Nvidia Is Not a Bubble\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-31 11:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.livewiremarkets.com/wires/no-nvidia-is-not-a-bubble><strong>LiveWire</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Financial markets last year were defined by the rise of Artificial Intelligence (AI), with some analysts describing AI as the “saviour” of the S&P 500. Among those AI stocks, Nvidia was a clear ...</p>\n\n<a href=\"https://www.livewiremarkets.com/wires/no-nvidia-is-not-a-bubble\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4538":"云计算","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","NVDA":"英伟达","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4514":"搜索引擎","BK4549":"软银资本持仓","BK4548":"巴美列捷福持仓","BK4567":"ESG概念"},"source_url":"https://www.livewiremarkets.com/wires/no-nvidia-is-not-a-bubble","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2407311049","content_text":"Financial markets last year were defined by the rise of Artificial Intelligence (AI), with some analysts describing AI as the “saviour” of the S&P 500. Among those AI stocks, Nvidia was a clear standout, climbing more than 230% in 2023 and becoming the eighth ever company to hit US$1 trillion in valuation.(1)  However, with such an explosive rise to stardom, some questions have naturally arisen:How did Nvidia become so important to AI?Is Nvidia a bubble?What are the risks for Nvidia looking forward?How did Nvidia become so important to AI?GPUs (a.k.a. graphics cards) are microchips designed to output graphics onto computer screens; and Nvidia, with its origins in the video games industry, has long been the industry leader in that market, maintaining almost 80% market share in 2023.(2)But Nvidia’s GPUs didn’t matter in the AI rally because of their graphics rendering capabilities, instead it was their prowess in data processing that was the focus, a feat largely attributed to Nvidia’s proprietary software CUDA (Compute Unified Device Architecture).Introduced in 2006, CUDA transformed Nvidia’s GPUs by enabling developers to harness each processor’s computing power for whatever programs they wished – including AI development, which favoured the fast computational speeds of GPUs over the accuracy of a traditional CPU. Since then, Nvidia has continued to develop and support CUDA, and today the platform is used by over 4 million software developers, representing the world’s most robust AI ecosystem.(3)Following the launch of ChatGPT, Nvidia, with its extensive history in AI development, found itself in the prime position to meet the growing demand for AI GPUs. It benefitted from your classic network effects and switching costs, as programmers worldwide were deeply ingrained in its CUDA software. Furthermore, GPUs fine-tuned for AI workloads already existed within Nvidia’s hardware line-up, meaning extra development was mostly unnecessary. These factors combined entitled Nvidia to unrivalled pricing power (the premium end of the GPU market observes the most pricing power, and Nvidia’s high-end AI chips can cost over US$40,000), allowing for margins of up to 1,000% of production costs on chipsets such as the H100.(4)Is Nvidia a bubble?At the time of writing, Nvidia has just hit a new all-time high of US$603.31, marking a 12-month return of 210% and a total market cap of more than US$1.3 trillion.(5)  With such immense growth, questions have naturally arisen over valuation. It is our view that, despite Nvidia’s dizzying rally over the past year, there is no clear evidence of a bubble. And evidence suggests the rally has been driven by the market pricing-in consensus future earnings rather than by hype. This is reflected in the table and graph below.Breaking down Nvidia’s growth for the next few years, we can see the following:The market believes revenue growth will overwhelmingly come from datacentres and AI. Forecasts suggest the segment is set to make up ~90% of the company’s total revenue by 2025-26 – marking a major strategic pivot away from video games and bitcoin mining.(6)Nvidia currently has ~90% market share in the AI accelerator/datacentre industry. And thanks to its CUDA ecosystem and technology moat, discussed above, the market thinks this market share is robust in the face of this stellar growth.(7)Given the previous two points, Nvidia’s AI and datacentre revenue is likely to grow at the forecasted 35-40% CAGR of the AI accelerator industry until the early 2030s.(8)    These forecasts derive from the public commitments from tech giants Facebook, Amazon, Apple, Bloomberg, and others—all of which have stated their intention to launch large language models—which, to be competitive, must be based on Nvidia’s GPUs as things stand today.While promising, Nvidia’s growth trajectory will likely be front-loaded as the tech giants invest heavily into AI infrastructure in the near term, before normalising to a semiconductor industry average in the latter half of the decade as infrastructure demand saturates.(9)Nvidia’s decision to shift from a 2-year to 1-year product launch cadence will improve its ability to run interference on its competitors and stop technology decay.(10)  As an example: AMD recently announced its MI300 series GPUs which could successfully rival Nvidia’s flagship H100 in performance. However, the threat of Nvidia’s upcoming B100 chipset (which is set to supersede the H100), slated for release in late-2024, significantly dulled market demand for the AMD release.What are the risks for Nvidia looking forward?While we view Nvidia as an ongoing opportunity, we also see two possible risks for its growth assumptions. Crucially, as with any hardware company, Nvidia’s success relies on future demand. Should Google, Facebook, Amazon pull back from developing large language models or AI capabilities, future chip demand could slow.Furthermore, Amazon, Google, and Microsoft are all developing custom silicon as an attempt to detach from Nvidia’s datacentre GPU monopoly.(11)  We see this as a low-risk development in the near term as Nvidia maintains a significant technological moat over competitors, but meaningful in the mid to long term as custom hardware will eventually form tangible economic and performance advantages.Not cheap, but no evidence of a bubbleWhile Nvidia has certainly had an impressive run over the past 12-months, we believe valuation for the stock remains realistic and is rooted in fundamentals. Strong earnings outlook, high market demand, an extensive technological moat, and growing AI adoption are all factors which we see driving Nvidia forward in the coming years. As such, it is our view that Nvidia continues to be one of the best companies to capitalise on the growth of artificial intelligence and should not be considered to be ‘in a bubble’.","news_type":1},"isVote":1,"tweetType":1,"viewCount":617,"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":5,"crmLevelSwitch":0},"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","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 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。\n\n\n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>>\n\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","news_type":1},"isVote":1,"tweetType":1,"viewCount":1286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":253992846602552,"gmtCreate":1703046409518,"gmtModify":1703050643461,"author":{"id":"3541241238708684","authorId":"3541241238708684","name":"hello123","avatar":"https://static.tigerbbs.com/e74b6b4068aac574aa06212fe21721a1","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"空军真是着急了，别急顶住，好戏还在后头","listText":"空军真是着急了，别急顶住，好戏还在后头","text":"空军真是着急了，别急顶住，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/253992846602552","repostId":"2392329311","repostType":2,"repost":{"id":"2392329311","pubTimestamp":1703037413,"share":"https://www.laohu8.com/m/news/2392329311?lang=&edition=full","pubTime":"2023-12-20 09:56","market":"us","language":"zh","title":"前三季度累计亏损超150亿！利好频出的蔚来，拐点在哪？","url":"https://stock-news.laohu8.com/highlight/detail?id=2392329311","media":"侃见财经","summary":"对于蔚来汽车而言，能够拿到新一轮融资和获得到独立生产资质绝对算重大利好。但当下的蔚来汽车依旧在亏损泥潭之中挣扎，根据其披露的三季报显示，三季度蔚来汽车亏损了46.29亿，而今年前三季度蔚来则累计亏损超过了150亿，很显然，蔚来汽车必须尽快达到盈亏平衡，这样蔚来才能够继续保持竞争优势。三季度，蔚来的营收和交付量都创出了历史新高，其中三季度营收入达190.7亿元，同比增长46.6%；同期交付量55432辆，同比增长75.4%。","content":"<html><body><article><p>最近一段时间，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车等来了不少的好消息。</p><p>12月18日，<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>宣布与阿布扎比投资机构CYVN Holdings签订新一轮股份认购协议，获得了22亿美元战的略投资；而在更早之前，蔚来汽车更是是拿到了独立生产汽车的资质，不需要再依赖 <a href=\"https://laohu8.com/S/600418\">江淮汽车</a> 来进行代工了。</p><p>对于蔚来汽车而言，能够拿到新一轮融资和获得到独立生产资质绝对算重大利好。毕竟这可以缓解蔚来的资金压力，并且降低自身的生产成本。</p><p>根据李斌此前的测算，在独立生产后成本将会下降10%。</p><p>但当下的蔚来汽车依旧在亏损泥潭之中挣扎，根据其披露的三季报显示，三季度蔚来汽车亏损了46.29亿，而今年前三季度蔚来则累计亏损超过了150亿，很显然，蔚来汽车必须尽快达到盈亏平衡，这样蔚来才能够继续保持竞争优势。“迟来”的生产资质</p><p>在三大造车新势力中，蔚来汽车其实是最迟拿到生产资质的一家。</p><p>早在2018年，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>便出资6.5亿元收购了力帆汽车100%股权，成功拿下生产资质；接着便是<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>——其在2020年以12.5亿元的价格买下广东福迪汽车100%股权，也顺利拿到了生产资质，而蔚来则在今年才顺利拿到生产资质。</p><p>实际上，对于代工生产，李斌此前一直都是持支持的态度。蔚来与江淮汽车的合作最早开始于2016年4月，当时的蔚来还处于起步阶段，资金、资源都比较有限，采用代工生产的模式可以最大限度地利用资金，而且跟其他的代工车企不同，江淮汽车曾经是汽车行业的龙头之一，不但拥有成熟的生产制造经验，此前也有过为其他车企代工生产的经验。</p><p>在采用代工生产之后，蔚来成为一众新势力中最快“起量”的车企。</p><p>根据媒体统计，2018年，蔚来全年累计交付量突破了1万辆大关；同一时间，小鹏汽车还处于“卖概念”的状态，一直到12月才开始交付，更别提2019年12月才开始交付的理想汽车了。从这一点来看，跟江淮汽车的代工生产合作，确实让蔚来抢到了先机。</p><p>不过，2022年新政的出台，让代工生产变得不再可行。2022年初，工信部发布《关于开展 新能源 汽车委托生产试点工作的通知》，要求 新能源车 生产的委托方与受托方均需要生产资质，只有工厂有资质的“代工”不再可行，车企必须拥有“双资质”。随着政策的转变，纵使代工生产有再多的优势，蔚来也不得不往独立生产的方向转型。</p><p>如今，蔚来总算是拿到了生产资质。但是，为了这张资格证，蔚来也同样需要付出不小的代价。在拿到生产资质的同时，蔚来也发布了<span>资产</span>收购的相关公告——其与江淮汽车就收购某些生产设备和资产签订了确定性协议。根据确定性协议，蔚来将从江淮汽车收购第一 先进制造 基地和第二先进制造基地的生产设备和资产，不含税总价约为人民币31.6亿元</p><p>当下的蔚来其实资金并不充裕，在不久前蔚来为了节约开支还进行了裁员，但是，为了能够独立生产，蔚来也不得不拿出这笔超过30亿的费用了，而且在独立生产后，蔚来能否有效利用好产能仍是一个未知数。蔚来仍未“脱困”</p><p>对于蔚来而言，拿到生产资质固然是一个利好，但其实蔚来现在还没有走出困境。</p><p>就在拿到生产资质的同时，蔚来也披露了三季报。三季度，蔚来的营收和交付量都创出了历史新高，其中三季度营收入达190.7亿元，同比增长46.6%；同期交付量55432辆，同比增长75.4%。不过，在营收和销量增长的另一面，蔚来的<span>净利润</span>却依旧在亏损——其三季度亏损45.67亿元，今年前三季度累计亏损则超过了150亿。</p><p>实际上，现在的蔚来早已经失去了领先的位置，甚至还有掉队的迹象。仅以“蔚小理”三家车企来对比，三季度理想汽车的净利润达到了28.1亿元；营收也达到346.8亿元；毛利率甚至达到22%，汽车毛利率也超过21%。而小鹏汽车的营收为85.3亿元，净利润则亏损了38.9亿。很显然，现在理想汽车已经突围，但蔚来和小鹏却仍未实现盈利。</p><p>从销量来看，在11月各家车企都在降价促销的大背景下，蔚来却仅交付了1.59万辆，环比10月份小幅下跌。但横向对比来看，理想交付量依旧保持在4万辆以上，小鹏都刚好过2万辆，蔚来再次来到了“垫底”的位置，甚至比不过问界的销量。拉长周期来看，今年以来，蔚来却只有7月交付数据超过2万辆，其余月份的销量都不太好看。</p><p>当然，蔚来其实也非常清楚自己的状况，否则也不会将财报拖到现在才发出来。而且，为了缓解经营上的困境，蔚来也开始降低身段，将最重要的护城河——换电站进行开源。11月中旬以来，蔚来先后与 <a href=\"https://laohu8.com/S/000625\">长安汽车</a> 、吉利控股达成换电合作。未来，双方将联合推动建立换电电池标准，在统一的电池包标准基础上，联合研发可换电车型。</p><p>对于蔚来而言，可以拿到生产资质固然是好事，但在竞争激烈的市场环境下，如何活下去才是关键。从股价表现来看，投资者对于蔚来拿到生产资质这件事也并没有太激烈的反应。截至12月19日收盘，蔚来的港股股价报收64.95港元/股，依旧在低位震荡横盘，很显然，在拿到生产资质之后，蔚来要走的路还很长。</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>前三季度累计亏损超150亿！利好频出的蔚来，拐点在哪？</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前三季度累计亏损超150亿！利好频出的蔚来，拐点在哪？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-20 09:56 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023122010070582636ef5&s=b><strong>侃见财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>最近一段时间，蔚来汽车等来了不少的好消息。12月18日，蔚来宣布与阿布扎比投资机构CYVN Holdings签订新一轮股份认购协议，获得了22亿美元战的略投资；而在更早之前，蔚来汽车更是是拿到了独立生产汽车的资质，不需要再依赖 江淮汽车 来进行代工了。对于蔚来汽车而言，能够拿到新一轮融资和获得到独立生产资质绝对算重大利好。毕竟这可以缓解蔚来的资金压力，并且降低自身的生产成本。根据李斌此前的测算，在...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023122010070582636ef5&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4505":"高瓴资本持仓","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4581":"高盛持仓","BK4504":"桥水持仓","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0052750758.USD":"富兰克林中国基金A Acc","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","NIO.SI":"蔚来","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","BK4585":"ETF&股票定投概念","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4534":"瑞士信贷持仓","09866":"蔚来-SW","BK4555":"新能源车","BK4509":"腾讯概念","NIO":"蔚来","BK4588":"碎股","BK4526":"热门中概股","BK4574":"无人驾驶"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023122010070582636ef5&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2392329311","content_text":"最近一段时间，蔚来汽车等来了不少的好消息。12月18日，蔚来宣布与阿布扎比投资机构CYVN Holdings签订新一轮股份认购协议，获得了22亿美元战的略投资；而在更早之前，蔚来汽车更是是拿到了独立生产汽车的资质，不需要再依赖 江淮汽车 来进行代工了。对于蔚来汽车而言，能够拿到新一轮融资和获得到独立生产资质绝对算重大利好。毕竟这可以缓解蔚来的资金压力，并且降低自身的生产成本。根据李斌此前的测算，在独立生产后成本将会下降10%。但当下的蔚来汽车依旧在亏损泥潭之中挣扎，根据其披露的三季报显示，三季度蔚来汽车亏损了46.29亿，而今年前三季度蔚来则累计亏损超过了150亿，很显然，蔚来汽车必须尽快达到盈亏平衡，这样蔚来才能够继续保持竞争优势。“迟来”的生产资质在三大造车新势力中，蔚来汽车其实是最迟拿到生产资质的一家。早在2018年，理想汽车便出资6.5亿元收购了力帆汽车100%股权，成功拿下生产资质；接着便是小鹏汽车——其在2020年以12.5亿元的价格买下广东福迪汽车100%股权，也顺利拿到了生产资质，而蔚来则在今年才顺利拿到生产资质。实际上，对于代工生产，李斌此前一直都是持支持的态度。蔚来与江淮汽车的合作最早开始于2016年4月，当时的蔚来还处于起步阶段，资金、资源都比较有限，采用代工生产的模式可以最大限度地利用资金，而且跟其他的代工车企不同，江淮汽车曾经是汽车行业的龙头之一，不但拥有成熟的生产制造经验，此前也有过为其他车企代工生产的经验。在采用代工生产之后，蔚来成为一众新势力中最快“起量”的车企。根据媒体统计，2018年，蔚来全年累计交付量突破了1万辆大关；同一时间，小鹏汽车还处于“卖概念”的状态，一直到12月才开始交付，更别提2019年12月才开始交付的理想汽车了。从这一点来看，跟江淮汽车的代工生产合作，确实让蔚来抢到了先机。不过，2022年新政的出台，让代工生产变得不再可行。2022年初，工信部发布《关于开展 新能源 汽车委托生产试点工作的通知》，要求 新能源车 生产的委托方与受托方均需要生产资质，只有工厂有资质的“代工”不再可行，车企必须拥有“双资质”。随着政策的转变，纵使代工生产有再多的优势，蔚来也不得不往独立生产的方向转型。如今，蔚来总算是拿到了生产资质。但是，为了这张资格证，蔚来也同样需要付出不小的代价。在拿到生产资质的同时，蔚来也发布了资产收购的相关公告——其与江淮汽车就收购某些生产设备和资产签订了确定性协议。根据确定性协议，蔚来将从江淮汽车收购第一 先进制造 基地和第二先进制造基地的生产设备和资产，不含税总价约为人民币31.6亿元当下的蔚来其实资金并不充裕，在不久前蔚来为了节约开支还进行了裁员，但是，为了能够独立生产，蔚来也不得不拿出这笔超过30亿的费用了，而且在独立生产后，蔚来能否有效利用好产能仍是一个未知数。蔚来仍未“脱困”对于蔚来而言，拿到生产资质固然是一个利好，但其实蔚来现在还没有走出困境。就在拿到生产资质的同时，蔚来也披露了三季报。三季度，蔚来的营收和交付量都创出了历史新高，其中三季度营收入达190.7亿元，同比增长46.6%；同期交付量55432辆，同比增长75.4%。不过，在营收和销量增长的另一面，蔚来的净利润却依旧在亏损——其三季度亏损45.67亿元，今年前三季度累计亏损则超过了150亿。实际上，现在的蔚来早已经失去了领先的位置，甚至还有掉队的迹象。仅以“蔚小理”三家车企来对比，三季度理想汽车的净利润达到了28.1亿元；营收也达到346.8亿元；毛利率甚至达到22%，汽车毛利率也超过21%。而小鹏汽车的营收为85.3亿元，净利润则亏损了38.9亿。很显然，现在理想汽车已经突围，但蔚来和小鹏却仍未实现盈利。从销量来看，在11月各家车企都在降价促销的大背景下，蔚来却仅交付了1.59万辆，环比10月份小幅下跌。但横向对比来看，理想交付量依旧保持在4万辆以上，小鹏都刚好过2万辆，蔚来再次来到了“垫底”的位置，甚至比不过问界的销量。拉长周期来看，今年以来，蔚来却只有7月交付数据超过2万辆，其余月份的销量都不太好看。当然，蔚来其实也非常清楚自己的状况，否则也不会将财报拖到现在才发出来。而且，为了缓解经营上的困境，蔚来也开始降低身段，将最重要的护城河——换电站进行开源。11月中旬以来，蔚来先后与 长安汽车 、吉利控股达成换电合作。未来，双方将联合推动建立换电电池标准，在统一的电池包标准基础上，联合研发可换电车型。对于蔚来而言，可以拿到生产资质固然是好事，但在竞争激烈的市场环境下，如何活下去才是关键。从股价表现来看，投资者对于蔚来拿到生产资质这件事也并没有太激烈的反应。截至12月19日收盘，蔚来的港股股价报收64.95港元/股，依旧在低位震荡横盘，很显然，在拿到生产资质之后，蔚来要走的路还很长。","news_type":1},"isVote":1,"tweetType":1,"viewCount":590,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":253492795678984,"gmtCreate":1702905833568,"gmtModify":1702905835151,"author":{"id":"3541241238708684","authorId":"3541241238708684","name":"hello123","avatar":"https://static.tigerbbs.com/e74b6b4068aac574aa06212fe21721a1","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"黑子们，继续喷，你们拿着望远镜总能找到点问题的","listText":"黑子们，继续喷，你们拿着望远镜总能找到点问题的","text":"黑子们，继续喷，你们拿着望远镜总能找到点问题的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/253492795678984","repostId":"1153186099","repostType":2,"repost":{"id":"1153186099","pubTimestamp":1702902077,"share":"https://www.laohu8.com/m/news/1153186099?lang=&edition=full","pubTime":"2023-12-18 20:21","market":"hk","language":"zh","title":"俞敏洪：将与董宇辉成立工作室，董宇辉称高价被“挖”","url":"https://stock-news.laohu8.com/highlight/detail?id=1153186099","media":"新浪科技","summary":"这次事件反映出公司管理的低级。","content":"<html><head></head><body><p>在今晚的东方甄选直播中，俞敏洪指出，对于在评论区发布内容的小编，“我们正在内部处理”。他指出，“小作文的事情就不应该发生，但是发生了，反映出我们管理的低级。小作文有的是董宇辉单独写的，有的是团队创作，但这件事的发生是超级低级错误。错的是低级员工参与了这件事情，管理严重的不合适”。</p><p>俞敏洪表示，东方甄选的高级合伙人，并不是大家说的“高级打工仔”的概念，高级合伙人是对公司有话语权的，相当于VP（副总裁）地位，带有股东身份色彩的一个概念。俞敏洪另外表示：<strong>“常常也有人在问为什么看不到董宇辉在股东名单，现在在网上传的那些什么股东、股份之类的，基本上没有一条是真实的。而且在上市以后的股东名单是不需要公布的，作为对于个人隐私的保护，我们也是不会公布的。”</strong></p><p>在谈到俞敏洪许诺的股票时，董宇辉说：<strong>俞老师现在给的真的是一个很公允、甚至很高的，如果从收益最大化来说，确实离开东方甄选是最好的选择，因为有人给了极其夸张的价格。但是那不是我的追求，因为我清楚地知道，如果我要拿的多，就要创造的多，我就要让人消费的多，我要让人消费的多，我就变成了一个作恶的人，因为消费主义不会让人生活幸福快乐。</strong></p><p><strong>为董宇辉单独开辟直播间</strong></p><p>俞敏洪透露，<strong>将与董宇辉成立工作室，单独开辟账号和直播间，收入都会计入东方甄选。</strong></p><p style=\"text-align: start;\">俞敏洪称，东方甄选直播间定位是农产品，新直播间的定位是书籍推荐、文旅推广等。董宇辉称，以后将更多出现在新直播间中，“当然东方甄选直播间也会来”。</p><p style=\"text-align: start;\">他直言，如果有一天董宇辉要走，“新直播间将给宇辉，不会让他一无所有，这件事在我这里大概率不会发生”。</p><p><strong>天权会回来</strong></p><p>俞敏洪表示：面对直播带货我们都还是新兵，遇到艰难险阻，经历这次事件后，会更上一层楼，东方小孙承担了主要责任。天权认识到错误后一定会回来的，会尽力让一切主播回归直播团队。东方甄选给主播的回报不够，要形成更好的回报机制。每篇文字是团队还是主播写的都会表明，承认团队的努力。</p></body></html>","source":"sina_tech","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>俞敏洪：将与董宇辉成立工作室，董宇辉称高价被“挖”</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俞敏洪：将与董宇辉成立工作室，董宇辉称高价被“挖”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-18 20:21 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tech/shenji/2023-12-18/doc-imzymwiu0501600.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在今晚的东方甄选直播中，俞敏洪指出，对于在评论区发布内容的小编，“我们正在内部处理”。他指出，“小作文的事情就不应该发生，但是发生了，反映出我们管理的低级。小作文有的是董宇辉单独写的，有的是团队创作，但这件事的发生是超级低级错误。错的是低级员工参与了这件事情，管理严重的不合适”。俞敏洪表示，东方甄选的高级合伙人，并不是大家说的“高级打工仔”的概念，高级合伙人是对公司有话语权的，相当于VP（副总裁）...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/shenji/2023-12-18/doc-imzymwiu0501600.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7224e972d432e4fe21d0dcaf80d3310a","relate_stocks":{"01797":"东方甄选","EDU":"新东方","09901":"新东方-S"},"source_url":"https://finance.sina.com.cn/tech/shenji/2023-12-18/doc-imzymwiu0501600.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153186099","content_text":"在今晚的东方甄选直播中，俞敏洪指出，对于在评论区发布内容的小编，“我们正在内部处理”。他指出，“小作文的事情就不应该发生，但是发生了，反映出我们管理的低级。小作文有的是董宇辉单独写的，有的是团队创作，但这件事的发生是超级低级错误。错的是低级员工参与了这件事情，管理严重的不合适”。俞敏洪表示，东方甄选的高级合伙人，并不是大家说的“高级打工仔”的概念，高级合伙人是对公司有话语权的，相当于VP（副总裁）地位，带有股东身份色彩的一个概念。俞敏洪另外表示：“常常也有人在问为什么看不到董宇辉在股东名单，现在在网上传的那些什么股东、股份之类的，基本上没有一条是真实的。而且在上市以后的股东名单是不需要公布的，作为对于个人隐私的保护，我们也是不会公布的。”在谈到俞敏洪许诺的股票时，董宇辉说：俞老师现在给的真的是一个很公允、甚至很高的，如果从收益最大化来说，确实离开东方甄选是最好的选择，因为有人给了极其夸张的价格。但是那不是我的追求，因为我清楚地知道，如果我要拿的多，就要创造的多，我就要让人消费的多，我要让人消费的多，我就变成了一个作恶的人，因为消费主义不会让人生活幸福快乐。为董宇辉单独开辟直播间俞敏洪透露，将与董宇辉成立工作室，单独开辟账号和直播间，收入都会计入东方甄选。俞敏洪称，东方甄选直播间定位是农产品，新直播间的定位是书籍推荐、文旅推广等。董宇辉称，以后将更多出现在新直播间中，“当然东方甄选直播间也会来”。他直言，如果有一天董宇辉要走，“新直播间将给宇辉，不会让他一无所有，这件事在我这里大概率不会发生”。天权会回来俞敏洪表示：面对直播带货我们都还是新兵，遇到艰难险阻，经历这次事件后，会更上一层楼，东方小孙承担了主要责任。天权认识到错误后一定会回来的，会尽力让一切主播回归直播团队。东方甄选给主播的回报不够，要形成更好的回报机制。每篇文字是团队还是主播写的都会表明，承认团队的努力。","news_type":1},"isVote":1,"tweetType":1,"viewCount":307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":253463630262544,"gmtCreate":1702898735438,"gmtModify":1702898736781,"author":{"id":"3541241238708684","authorId":"3541241238708684","name":"hello123","avatar":"https://static.tigerbbs.com/e74b6b4068aac574aa06212fe21721a1","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"你太保守了","listText":"你太保守了","text":"你太保守了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/253463630262544","repostId":"253452847481048","repostType":1,"repost":{"id":253452847481048,"gmtCreate":1702896006434,"gmtModify":1702896007715,"author":{"id":"3499756167942283","authorId":"3499756167942283","name":"冬风扫落叶","avatar":"https://static.tigerbbs.com/953c376e8ca2c8c2afb560853fce315f","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>2024年前到10有希望没","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>2024年前到10有希望没","text":"$蔚来(NIO)$ 2024年前到10有希望没","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/253452847481048","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":254,"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":5,"crmLevelSwitch":0},"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","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":{"BK4099":"汽车制造商","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4548":"巴美列捷福持仓","BK6125":"汽车制造商","09866":"蔚来-SW","BK4532":"文艺复兴科技持仓","NIO":"蔚来","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","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4526":"热门中概股","BK1119":"汽车制造商","BK4588":"碎股","NIO.SI":"蔚来","BK4574":"无人驾驶","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓"},"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":335,"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":5,"crmLevelSwitch":0},"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","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; 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\">\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","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","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","BK4526":"热门中概股","BK4588":"碎股","NIO.SI":"蔚来","BK4574":"无人驾驶","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0052750758.USD":"富兰克林中国基金A Acc","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","09866":"蔚来-SW"},"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":213,"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":5,"crmLevelSwitch":0},"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":"小小宝宝","avatar":"https://static.tigerbbs.com/2d3d440be6e9266de1186b8100c56ead","crmLevel":5,"crmLevelSwitch":0},"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":791,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"253405562081531","authorId":"253405562081531","name":"yadiking","avatar":"https://static.tigerbbs.com/b1ab93fbb1ba1ec1aa67b441bfac5ac7","crmLevel":4,"crmLevelSwitch":0},"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":5,"crmLevelSwitch":0},"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":251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":224533438845096,"gmtCreate":1695825781332,"gmtModify":1695826706401,"author":{"id":"3541241238708684","authorId":"3541241238708684","name":"hello123","avatar":"https://static.tigerbbs.com/e74b6b4068aac574aa06212fe21721a1","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a>马勒戈壁","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a>马勒戈壁","text":"$Faraday Future(FFIE)$ 马勒戈壁","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/224533438845096","isVote":1,"tweetType":1,"viewCount":406,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":223705310343416,"gmtCreate":1695652713261,"gmtModify":1695652714877,"author":{"id":"3541241238708684","authorId":"3541241238708684","name":"hello123","avatar":"https://static.tigerbbs.com/e74b6b4068aac574aa06212fe21721a1","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"都已经辟谣了，还置顶。为了误导投资者，也是挖空了心思","listText":"都已经辟谣了，还置顶。为了误导投资者，也是挖空了心思","text":"都已经辟谣了，还置顶。为了误导投资者，也是挖空了心思","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/223705310343416","repostId":"1161468712","repostType":2,"repost":{"id":"1161468712","pubTimestamp":1695651241,"share":"https://www.laohu8.com/m/news/1161468712?lang=&edition=full","pubTime":"2023-09-25 22:14","market":"us","language":"en","title":"NIO Is Said to Consider Raising $3 Billion From Investors; NIO Denies","url":"https://stock-news.laohu8.com/highlight/detail?id=1161468712","media":"Bloomberg","summary":"China EV maker NIO is said to consider raising $3b from investors. The shares tumbled 7% in premarket trading.","content":"<html><head></head><body><ul style=\"\"><li><p>Unprofitable EV maker has approached investors in Middle East</p></li><li><p>Company says it ‘has no reportable capital-raising activity’</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b4065bd6d7a62a32e256f15dbc8dc3f\" title=\"A Nio Inc. ES7 electric SUV at a showroom in Shanghai.\" tg-width=\"2000\" tg-height=\"1334\"/><span>A Nio Inc. ES7 electric SUV at a showroom in Shanghai.</span></p><p style=\"text-align: start;\">Nio Inc. is considering raising around $3 billion from investors, according to people familiar with the matter, as questions swirl around the Chinese electric-car maker’s health amid mounting losses.</p><p style=\"text-align: start;\">Shanghai-based Nio has approached investors from the Middle East, the people said, asking not to be identified discussing matters that are private. The fundraising could happen as soon as next year, one of the people said.</p><p style=\"text-align: start;\">Nio said in a statement that it “currently has no reportable capital raising activity,” aside from the $1 billion convertible notes offering the company announced completing earlier Monday. In June, Nio raised around $738 million from a share sale to Abu Dhabi’s CYVN Holdings LLC.</p><p>Nio’s American depositary receipts fell as much as 7% shortly after the start of US trading and closed lower by 2.1% in New York.</p><p>The current talks are ongoing and details are subject to change, the people said. There’s no certainty Nio will proceed with the fundraising, they added.</p><p style=\"text-align: start;\">Founded in 2014, Nio has yet to turn a profit and is burning through cash. The company posted a larger-than-estimated loss of more than $800 million last quarter, and its market capitalization has slumped over 50% from a year ago to about $14 billion.</p><p style=\"text-align: start;\">Targeting middle-class consumers and early EV adopters in the world’s largest market, Nio has invested heavily in splashy showrooms, battery and charging infrastructure and research and development.</p><p>Nio’s gross margin dropped to as low as 1% in the second quarter as it cut prices to endure an intense price war in China ignited by rival Tesla Inc.</p><p style=\"text-align: start;\">Even with a recent rebound in monthly deliveries, Nio shipped just 94,352 vehicles in the first eight months of 2023 — less than half its annual target of 250,000.</p><p style=\"text-align: start;\">Founder and Chief Executive Officer William Li admitted in June that Nio had been forced to delay some investment and be more cautious on its overseas expansion. Even so, the company last week launched a smartphone that can sync with its cars.</p><p style=\"text-align: start;\">Nio is betting that short-term investments in R&amp;D will result in a gross margin longer term of around 20%, Li said at a recent media event. He added that he expects gross margin to bounce back to double digits in the third quarter, helped by a decrease in the price of lithium, a key raw material in EV batteries.</p></body></html>","source":"lsy1584095487587","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>NIO Is Said to Consider Raising $3 Billion From Investors; NIO Denies</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\">\nNIO Is Said to Consider Raising $3 Billion From Investors; NIO Denies\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-25 22:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-09-25/china-ev-maker-nio-considering-raising-3-billion-from-investors><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Unprofitable EV maker has approached investors in Middle EastCompany says it ‘has no reportable capital-raising activity’A Nio Inc. ES7 electric SUV at a showroom in Shanghai.Nio Inc. is considering ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-09-25/china-ev-maker-nio-considering-raising-3-billion-from-investors\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","09866":"蔚来-SW","NIO.SI":"蔚来"},"source_url":"https://www.bloomberg.com/news/articles/2023-09-25/china-ev-maker-nio-considering-raising-3-billion-from-investors","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161468712","content_text":"Unprofitable EV maker has approached investors in Middle EastCompany says it ‘has no reportable capital-raising activity’A Nio Inc. ES7 electric SUV at a showroom in Shanghai.Nio Inc. is considering raising around $3 billion from investors, according to people familiar with the matter, as questions swirl around the Chinese electric-car maker’s health amid mounting losses.Shanghai-based Nio has approached investors from the Middle East, the people said, asking not to be identified discussing matters that are private. The fundraising could happen as soon as next year, one of the people said.Nio said in a statement that it “currently has no reportable capital raising activity,” aside from the $1 billion convertible notes offering the company announced completing earlier Monday. In June, Nio raised around $738 million from a share sale to Abu Dhabi’s CYVN Holdings LLC.Nio’s American depositary receipts fell as much as 7% shortly after the start of US trading and closed lower by 2.1% in New York.The current talks are ongoing and details are subject to change, the people said. There’s no certainty Nio will proceed with the fundraising, they added.Founded in 2014, Nio has yet to turn a profit and is burning through cash. The company posted a larger-than-estimated loss of more than $800 million last quarter, and its market capitalization has slumped over 50% from a year ago to about $14 billion.Targeting middle-class consumers and early EV adopters in the world’s largest market, Nio has invested heavily in splashy showrooms, battery and charging infrastructure and research and development.Nio’s gross margin dropped to as low as 1% in the second quarter as it cut prices to endure an intense price war in China ignited by rival Tesla Inc.Even with a recent rebound in monthly deliveries, Nio shipped just 94,352 vehicles in the first eight months of 2023 — less than half its annual target of 250,000.Founder and Chief Executive Officer William Li admitted in June that Nio had been forced to delay some investment and be more cautious on its overseas expansion. Even so, the company last week launched a smartphone that can sync with its cars.Nio is betting that short-term investments in R&D will result in a gross margin longer term of around 20%, Li said at a recent media event. He added that he expects gross margin to bounce back to double digits in the third quarter, helped by a decrease in the price of lithium, a key raw material in EV batteries.","news_type":1},"isVote":1,"tweetType":1,"viewCount":332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":294183806656672,"gmtCreate":1712845376259,"gmtModify":1712845377591,"author":{"id":"3541241238708684","authorId":"3541241238708684","name":"hello123","avatar":"https://static.tigerbbs.com/e74b6b4068aac574aa06212fe21721a1","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>看不懂，有技术，实实在在造车的企业，被疯狂做空","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>看不懂，有技术，实实在在造车的企业，被疯狂做空","text":"$蔚来(NIO)$ 看不懂，有技术，实实在在造车的企业，被疯狂做空","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/294183806656672","isVote":1,"tweetType":1,"viewCount":2265,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4175389444875490","authorId":"4175389444875490","name":"不起名字","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"现在这种流量社会，认认真真造车不如把研发经费放去搞营销；讲安全、冗余、补能，还不如冰箱彩电大沙发加个大空间来的实际。消费者有时候身体很诚实，又很单纯，喜欢被“骗”的感觉。","text":"现在这种流量社会，认认真真造车不如把研发经费放去搞营销；讲安全、冗余、补能，还不如冰箱彩电大沙发加个大空间来的实际。消费者有时候身体很诚实，又很单纯，喜欢被“骗”的感觉。","html":"现在这种流量社会，认认真真造车不如把研发经费放去搞营销；讲安全、冗余、补能，还不如冰箱彩电大沙发加个大空间来的实际。消费者有时候身体很诚实，又很单纯，喜欢被“骗”的感觉。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":625583921,"gmtCreate":1676559676063,"gmtModify":1676559677511,"author":{"id":"3541241238708684","authorId":"3541241238708684","name":"hello123","avatar":"https://static.tigerbbs.com/e74b6b4068aac574aa06212fe21721a1","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<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","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":5637,"authorTweetTopStatus":1,"verified":2,"comments":[],"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":5,"crmLevelSwitch":0},"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":1624,"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":5,"crmLevelSwitch":0},"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","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; 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":{"BK4099":"汽车制造商","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4548":"巴美列捷福持仓","BK6125":"汽车制造商","09866":"蔚来-SW","BK4532":"文艺复兴科技持仓","NIO":"蔚来","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","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4526":"热门中概股","BK1119":"汽车制造商","BK4588":"碎股","NIO.SI":"蔚来","BK4574":"无人驾驶","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓"},"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":335,"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":5,"crmLevelSwitch":0},"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":"小小宝宝","avatar":"https://static.tigerbbs.com/2d3d440be6e9266de1186b8100c56ead","crmLevel":5,"crmLevelSwitch":0},"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":791,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"253405562081531","authorId":"253405562081531","name":"yadiking","avatar":"https://static.tigerbbs.com/b1ab93fbb1ba1ec1aa67b441bfac5ac7","crmLevel":4,"crmLevelSwitch":0},"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":5,"crmLevelSwitch":0},"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":251,"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":5,"crmLevelSwitch":0},"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,"isVote":1,"tweetType":1,"viewCount":1286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":224533438845096,"gmtCreate":1695825781332,"gmtModify":1695826706401,"author":{"id":"3541241238708684","authorId":"3541241238708684","name":"hello123","avatar":"https://static.tigerbbs.com/e74b6b4068aac574aa06212fe21721a1","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a>马勒戈壁","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a>马勒戈壁","text":"$Faraday Future(FFIE)$ 马勒戈壁","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/224533438845096","isVote":1,"tweetType":1,"viewCount":406,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":625817763,"gmtCreate":1676359530852,"gmtModify":1676359533420,"author":{"id":"3541241238708684","authorId":"3541241238708684","name":"hello123","avatar":"https://static.tigerbbs.com/e74b6b4068aac574aa06212fe21721a1","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$ &nbsp;</a>真是搞笑了，这么拉胯","listText":"<a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$ &nbsp;</a>真是搞笑了，这么拉胯","text":"$蔚来-SW(09866)$ 真是搞笑了，这么拉胯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/625817763","isVote":1,"tweetType":1,"viewCount":802,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":667948816,"gmtCreate":1668523915735,"gmtModify":1668523916653,"author":{"id":"3541241238708684","authorId":"3541241238708684","name":"hello123","avatar":"https://static.tigerbbs.com/e74b6b4068aac574aa06212fe21721a1","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$&nbsp;</a><v-v data-views=\"1\"></v-v>看看","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$&nbsp;</a><v-v data-views=\"1\"></v-v>看看","text":"$老虎证券(TIGR)$ 看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/667948816","isVote":1,"tweetType":1,"viewCount":305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":660889484,"gmtCreate":1661524144952,"gmtModify":1661524144952,"author":{"id":"3541241238708684","authorId":"3541241238708684","name":"hello123","avatar":"https://static.tigerbbs.com/e74b6b4068aac574aa06212fe21721a1","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>太没节操了","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>太没节操了","text":"$老虎证券(TIGR)$太没节操了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/660889484","isVote":1,"tweetType":1,"viewCount":351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":354079314,"gmtCreate":1617114873638,"gmtModify":1617114873638,"author":{"id":"3541241238708684","authorId":"3541241238708684","name":"hello123","avatar":"https://static.tigerbbs.com/e74b6b4068aac574aa06212fe21721a1","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>我能说什么呢，虎妞雄起吧","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>我能说什么呢，虎妞雄起吧","text":"$老虎证券(TIGR)$我能说什么呢，虎妞雄起吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/354079314","isVote":1,"tweetType":1,"viewCount":140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":286392363327544,"gmtCreate":1710947564928,"gmtModify":1710947566298,"author":{"id":"3541241238708684","authorId":"3541241238708684","name":"hello123","avatar":"https://static.tigerbbs.com/e74b6b4068aac574aa06212fe21721a1","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a><v-v data-views=\"1\"></v-v>业绩大超预期，必须突破150美金","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a><v-v data-views=\"1\"></v-v>业绩大超预期，必须突破150美金","text":"$拼多多(PDD)$ 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":548,"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":5,"crmLevelSwitch":0},"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","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","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","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","BK4526":"热门中概股","BK4588":"碎股","NIO.SI":"蔚来","BK4574":"无人驾驶","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0052750758.USD":"富兰克林中国基金A Acc","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","09866":"蔚来-SW"},"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":213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":223663159951432,"gmtCreate":1695642526381,"gmtModify":1695645813623,"author":{"id":"3541241238708684","authorId":"3541241238708684","name":"hello123","avatar":"https://static.tigerbbs.com/e74b6b4068aac574aa06212fe21721a1","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"都辟谣了，现在的无良媒体，真是无底线不嫌瓜大，违规成本太低","listText":"都辟谣了，现在的无良媒体，真是无底线不嫌瓜大，违规成本太低","text":"都辟谣了，现在的无良媒体，真是无底线不嫌瓜大，违规成本太低","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/223663159951432","repostId":"1118657861","repostType":2,"repost":{"id":"1118657861","pubTimestamp":1695638573,"share":"https://www.laohu8.com/m/news/1118657861?lang=&edition=full","pubTime":"2023-09-25 18:42","market":"us","language":"zh","title":"传蔚来计划向投资者融资30亿美元！公司发公告澄清传闻","url":"https://stock-news.laohu8.com/highlight/detail?id=1118657861","media":"华尔街见闻","summary":"2016年至今年上半年，蔚来的累计净亏损达到630.82亿元。","content":"<html><head></head><body><p>周一，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>盘前直线下挫，截至发稿跌幅超7%。媒体援引知情人士消息称：<strong>因亏损不断扩大，<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>计划向投资者融资30亿美元。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/37dbfda38442f06035ae840da8d2a348\" title=\"\" tg-width=\"450\" tg-height=\"130\"/></p><p>蔚来公告，公司已注意到部分媒体的猜测，声称公司正在考虑向投资者筹集部分资金。鉴于今日公司美国存托股份的异常市场活动，公司希望澄清，除于2023年9月25日完成的可转换优先债券发行外，公司目前没有任何应报告的融资活动。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3308598008c418fa779deb6931c53b23\" tg-width=\"1104\" tg-height=\"395\"/></p><p>就在6月20日，蔚来与阿布扎比投资机构CYVN Holdings签订股份认购协议。根据协议，CYVN Holdings将通过定向增发新股和老股转让的方式向蔚来进行总计约11亿美元的战略投资。</p><p style=\"text-align: justify;\">今年二季度，蔚来实现了营业收入87.7亿元，同比下降14.8%，环比下降17.8%，低于市场预期的91.5亿元；净亏损仍处于扩大趋势中，达到60.56亿元，同比增长119.6%，环比增长27.8%；毛利率尚未转负，但是仍处于下滑态势，同比降低12个百分点。据统计，2016年至今年上半年，蔚来的累计净亏损达到630.82亿元。</p><p style=\"text-align: justify;\">作为蔚小理中唯一一家，在二季度销量出现同环比下滑的造车新势力，直接影响了二季度业绩。不仅整体营收重回下行区间，低于市场预期，净亏损更是进一步扩大。</p><p style=\"text-align: justify;\">有分析指出，备受市场关注的蔚来手机有望在9月下旬就进行交付，和蔚来汽车产品进行车机互联，有利于增加车的竞争力。</p><p style=\"text-align: justify;\">9月21日举行的NIO IN 2023 蔚来<a href=\"https://laohu8.com/S/C76.SI\">创新科技</a>日上，蔚来手机终于揭开了神秘面纱。除了常规的处理器、屏幕、影像等内容，备受外界期待的NIO Phone最大的亮点莫过于其与蔚来汽车的互联技术。</p><p style=\"text-align: justify;\">不过，即便NIO Phone被誉为“为蔚来车主而生的手机”，但其定价并不算亲民，6499元的起售价甚至比华为Mate 60 12GB+512GB的售价还高出500元，因此对于花6499元买一个“车钥匙”手机，不少网友仍持观望态度。</p><p style=\"text-align: justify;\">在多位市场人士看来，手机市场有<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、华为、小米这样的巨头，蔚来想要靠卖手机“补血”，可能性并不大。</p></body></html>","source":"live_wallstreetcn","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>传蔚来计划向投资者融资30亿美元！公司发公告澄清传闻</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; 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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传蔚来计划向投资者融资30亿美元！公司发公告澄清传闻\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-25 18:42 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3698606><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周一，蔚来盘前直线下挫，截至发稿跌幅超7%。媒体援引知情人士消息称：因亏损不断扩大，蔚来计划向投资者融资30亿美元。蔚来公告，公司已注意到部分媒体的猜测，声称公司正在考虑向投资者筹集部分资金。鉴于今日公司美国存托股份的异常市场活动，公司希望澄清，除于2023年9月25日完成的可转换优先债券发行外，公司目前没有任何应报告的融资活动。就在6月20日，蔚来与阿布扎比投资机构CYVN Holdings签订...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3698606\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/608c0ca7f544a93854339353ff5e9ae1","relate_stocks":{"BK4548":"巴美列捷福持仓","09866":"蔚来-SW","BK4532":"文艺复兴科技持仓","NIO.SI":"蔚来","NIO":"蔚来","BK4585":"ETF&股票定投概念","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4099":"汽车制造商","BK4555":"新能源车","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4509":"腾讯概念","BK1588":"回港中概股","LU0052750758.USD":"富兰克林中国基金A Acc","BK4588":"碎股","BK1119":"汽车制造商","BK4526":"热门中概股","BK4574":"无人驾驶","BK4505":"高瓴资本持仓","BK4504":"桥水持仓","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD"},"source_url":"https://wallstreetcn.com/articles/3698606","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1118657861","content_text":"周一，蔚来盘前直线下挫，截至发稿跌幅超7%。媒体援引知情人士消息称：因亏损不断扩大，蔚来计划向投资者融资30亿美元。蔚来公告，公司已注意到部分媒体的猜测，声称公司正在考虑向投资者筹集部分资金。鉴于今日公司美国存托股份的异常市场活动，公司希望澄清，除于2023年9月25日完成的可转换优先债券发行外，公司目前没有任何应报告的融资活动。就在6月20日，蔚来与阿布扎比投资机构CYVN Holdings签订股份认购协议。根据协议，CYVN Holdings将通过定向增发新股和老股转让的方式向蔚来进行总计约11亿美元的战略投资。今年二季度，蔚来实现了营业收入87.7亿元，同比下降14.8%，环比下降17.8%，低于市场预期的91.5亿元；净亏损仍处于扩大趋势中，达到60.56亿元，同比增长119.6%，环比增长27.8%；毛利率尚未转负，但是仍处于下滑态势，同比降低12个百分点。据统计，2016年至今年上半年，蔚来的累计净亏损达到630.82亿元。作为蔚小理中唯一一家，在二季度销量出现同环比下滑的造车新势力，直接影响了二季度业绩。不仅整体营收重回下行区间，低于市场预期，净亏损更是进一步扩大。有分析指出，备受市场关注的蔚来手机有望在9月下旬就进行交付，和蔚来汽车产品进行车机互联，有利于增加车的竞争力。9月21日举行的NIO IN 2023 蔚来创新科技日上，蔚来手机终于揭开了神秘面纱。除了常规的处理器、屏幕、影像等内容，备受外界期待的NIO Phone最大的亮点莫过于其与蔚来汽车的互联技术。不过，即便NIO Phone被誉为“为蔚来车主而生的手机”，但其定价并不算亲民，6499元的起售价甚至比华为Mate 60 12GB+512GB的售价还高出500元，因此对于花6499元买一个“车钥匙”手机，不少网友仍持观望态度。在多位市场人士看来，手机市场有苹果、华为、小米这样的巨头，蔚来想要靠卖手机“补血”，可能性并不大。","news_type":1},"isVote":1,"tweetType":1,"viewCount":599,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":624794822,"gmtCreate":1677681304767,"gmtModify":1677681305983,"author":{"id":"3541241238708684","authorId":"3541241238708684","name":"hello123","avatar":"https://static.tigerbbs.com/e74b6b4068aac574aa06212fe21721a1","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v>绝地反击","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v>绝地反击","text":"$蔚来(NIO)$ 绝地反击","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/624794822","isVote":1,"tweetType":1,"viewCount":519,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":305941338333360,"gmtCreate":1715727370918,"gmtModify":1715743091207,"author":{"id":"3541241238708684","authorId":"3541241238708684","name":"hello123","avatar":"https://static.tigerbbs.com/e74b6b4068aac574aa06212fe21721a1","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a><v-v data-views=\"1\"></v-v>让子弹飞一会吧","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a><v-v data-views=\"1\"></v-v>让子弹飞一会吧","text":"$Faraday Future(FFIE)$ 让子弹飞一会吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/305941338333360","isVote":1,"tweetType":1,"viewCount":221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":304401273614520,"gmtCreate":1715351229911,"gmtModify":1715351231443,"author":{"id":"3541241238708684","authorId":"3541241238708684","name":"hello123","avatar":"https://static.tigerbbs.com/e74b6b4068aac574aa06212fe21721a1","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>向上嘎嘎嘎哈哈哈哈哈哈哈","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>向上嘎嘎嘎哈哈哈哈哈哈哈","text":"$蔚来(NIO)$ 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":6204,"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":5,"crmLevelSwitch":0},"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","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","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","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","BITA":"易车","NIO.SI":"蔚来","BK4509":"腾讯概念","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4588":"碎股","BK4526":"热门中概股","NIO":"蔚来","BK4574":"无人驾驶","09866":"蔚来-SW","LU0052750758.USD":"富兰克林中国基金A Acc","BK4505":"高瓴资本持仓","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=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 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。”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。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”。","news_type":1},"isVote":1,"tweetType":1,"viewCount":48,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298069563814184,"gmtCreate":1713799763813,"gmtModify":1713799765870,"author":{"id":"3541241238708684","authorId":"3541241238708684","name":"hello123","avatar":"https://static.tigerbbs.com/e74b6b4068aac574aa06212fe21721a1","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"唯一一家，做得多，讲得少的车企。一个品牌的树立需要几十年甚至百年的时间 ，有技术，做实事，终究消费者认可度会越来越高的","listText":"唯一一家，做得多，讲得少的车企。一个品牌的树立需要几十年甚至百年的时间 ，有技术，做实事，终究消费者认可度会越来越高的","text":"唯一一家，做得多，讲得少的车企。一个品牌的树立需要几十年甚至百年的时间 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