hello123的个人主页 - 老虎社区

hello123

hello123

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IP属地：浙江

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0勋章

11-14

但凡财报还不错的中概一律被疯狂做空，看看极氪，看看老虎

哔哩哔哩Q3营收同比增长26%，调整后净利同比扭亏为盈

10-18

$蔚来(NIO)$ 小鹏市值马上超过咯

10-09

扯淡

异动解读 | 蔚来盘前大跌5.45% 连续两月销量下滑或是主因

09-05

这标题是小学生写的吗，人家是说交付2万辆，不是销售好吗。

乐道L60将于9月19日发布，年内销量预计2万台

08-06

$蔚来(NIO)$ 继续你的表演

08-01

$蔚来(NIO)$ 没有一个人可以做空挣到钱，让空头的子弹再飞一会

07-30

$英伟达(NVDA)$ 刚刚开始，好戏还在后头

07-30

有本事自己先买

大摩：特斯拉目标股价锁定310美元、仍有近40%上涨空间

06-26

真能黑

油门踏板被指疑似“劣质塑料”，蔚来汽车：设计强度有行业标准

06-12

$极氪(ZK)$ 这波机构666，洗了多少出去

06-12

现在这种也能成为利空消了，仁者见仁

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

06-11

呵呵

高盛：予蔚来-SW(09866)“中性”评级目标价32港元

05-22

优秀

聚焦文博会｜多辆蔚来电动车“开进”13号馆蔚来ET7成为文博会官方指定用车

05-21

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

05-15

$Faraday Future(FFIE)$ 让子弹飞一会吧

05-10

$蔚来(NIO)$ 向上嘎嘎嘎哈哈哈哈哈哈哈

04-25

冷饭反复抄，有意思吗

抱歉，原内容已删除

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

去老虎APP查看更多动态

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一律被疯狂做空 ，看看极氪，看看老虎","listText":"但凡财报还不错的中概 一律被疯狂做空 ，看看极氪，看看老虎","text":"但凡财报还不错的中概 一律被疯狂做空 ，看看极氪，看看老虎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/371027818012752","repostId":"1143322581","repostType":2,"repost":{"id":"1143322581","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1731578506,"share":"https://www.laohu8.com/m/news/1143322581?lang=&edition=full","pubTime":"2024-11-14 18:01","market":"us","language":"zh","title":"哔哩哔哩Q3营收同比增长26%，调整后净利同比扭亏为盈","url":"https://stock-news.laohu8.com/highlight/detail?id=1143322581","media":"老虎资讯综合","summary":"11月14日，$哔哩哔哩(BILI)$发布2024年第三季度业绩。财报显示，第三季度营收73.06亿元，上年同期为58.05亿元；净亏损7951.5万元，上年同期为亏损13.51亿元；每股亏损0.19元，上年同期每股亏损3.26元。财报发布后，哔哩哔哩美股盘前拉升，现涨超5%。","content":"<html><head></head><body><p>11月14日，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>发布2024年第三季度业绩。财报显示，第三季度营收73.06亿元，上年同期为58.05亿元；净亏损7951.5万元，上年同期为亏损13.51亿元；经调整净利润为2.36亿元，上年同期为净亏损8.63亿元；每股亏损0.19元，上年同期每股亏损3.26元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8679848806df2c0194d01cebbede23a0\" title=\"\" tg-width=\"631\" tg-height=\"732\"/></p><p>财报发布后，哔哩哔哩美股盘前拉升，现涨超5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc6041c85bd3abd2ed8b240f9ca8178f\" title=\"\" tg-width=\"865\" tg-height=\"832\"/></p><p><strong>2024年第三季度摘要：</strong></p><ul style=\"\"><li><p>净营业额总额达人民币73.06亿元，同比增加26%。</p></li><li><p>移动游戏营业额为人民币18.23亿元，同比增加84%。</p></li><li><p>广告营业额为人民币20.94亿元，同比增加28%。</p></li><li><p>毛利润为人民币25.47亿元，同比增加76%；毛利率达34.9%，较去年同期的25.0%有所增加。</p></li><li><p>净亏损为人民币7980.5万元，同比收窄94%。</p></li><li><p>经调整净利润为人民币2.36亿元，对比去年同期经调整净亏损为人民币8.63亿元。</p></li><li><p>2024年第三季度实现经营现金流为人民币22.26亿元，对比去年同期经营现金流流入为人民币2.77亿元。</p></li><li><p>日均活跃用户（日活用户）达1.073亿，而去年同期为1.028亿。</p></li></ul><p><strong>股份回购计划</strong></p><p>本公司今天宣佈，其董事会已授权一项股份回购计划，根据该计划，本公司可于未来24个月内回购不超过2亿美元的公开交易证券。本公司股东已于2024年6月28日举行的本公司股东周年大会上，根据香港上市规则批准授予董事会年度股份回购授权，该授权将有效至本公司下届股东周年大会为止，除非被撤销或更改。本公司亦计划于下届股东周年大会上取得股东批准股份回购授权。本公司建议的回购可能不时在公开市场以当时市价、私下协商交易、大宗交易及╱或其他法律允许的方式进行，视市况而定，并符合适用法律、规则及法规。本公司计划以现有现金结馀为回购提供资金。</p><p><strong>哔哩哔哩董事长兼CEO陈睿：</strong></p><p>这一季度，我们的社区指标和各项关键业务都保持了强劲的增长势头，我们的日活用户和月活用户分别创下1.07亿和3.48亿的新高。用户的日均使用时长也达到了新高的106分钟，较去年同期增加了6分钟。凭借我们蓬勃发展的社区和高活跃度的用户，我们有能力也有机会可以通过多元的商业化产品挖掘和释放出更大的用户价值。第三季度总营收达到人民币73.06亿元，同比增加了26%。特别是我们的移动游戏和广告业务营收分别同比增长了84%和28%。在我们持续提升商业化效率的不懈努力下，本季度，我们首次实现了非公认会计准则下的淨利润转正。这一里程碑仅仅是一个新的起点。展望未来，我们将继续提升商业化能力，同时强化社区生态，为所有合作伙伴带来长期价值。</p><p><strong>哔哩哔哩首席财务官樊欣：</strong></p><p>第三季度，在我们高毛利率的移动游戏和广告业务强劲增长的推动下，我们总营收实现了加速增长，同时毛利率显著提高。我们的毛利润同比大涨76%，毛利率从去年同期的25.0%大幅上升至34.9%。因此，我们实现了人民币2.72亿元的经调整经营利润，对比去年同期的经调整经营亏损为人民币7.55亿元。财务表现的显著改善，展现了我们商业模式的韧性以及社区所蕴含的巨大商业化潜力。我们将以此里程碑为新的起点，持续推动未来的可持续增长。</p></body></html>","collect":0,"html":"<!DOCTYPE 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overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n哔哩哔哩Q3营收同比增长26%，调整后净利同比扭亏为盈\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-11-14 18:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>11月14日，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>发布2024年第三季度业绩。财报显示，第三季度营收73.06亿元，上年同期为58.05亿元；净亏损7951.5万元，上年同期为亏损13.51亿元；经调整净利润为2.36亿元，上年同期为净亏损8.63亿元；每股亏损0.19元，上年同期每股亏损3.26元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8679848806df2c0194d01cebbede23a0\" title=\"\" tg-width=\"631\" tg-height=\"732\"/></p><p>财报发布后，哔哩哔哩美股盘前拉升，现涨超5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc6041c85bd3abd2ed8b240f9ca8178f\" title=\"\" tg-width=\"865\" tg-height=\"832\"/></p><p><strong>2024年第三季度摘要：</strong></p><ul style=\"\"><li><p>净营业额总额达人民币73.06亿元，同比增加26%。</p></li><li><p>移动游戏营业额为人民币18.23亿元，同比增加84%。</p></li><li><p>广告营业额为人民币20.94亿元，同比增加28%。</p></li><li><p>毛利润为人民币25.47亿元，同比增加76%；毛利率达34.9%，较去年同期的25.0%有所增加。</p></li><li><p>净亏损为人民币7980.5万元，同比收窄94%。</p></li><li><p>经调整净利润为人民币2.36亿元，对比去年同期经调整净亏损为人民币8.63亿元。</p></li><li><p>2024年第三季度实现经营现金流为人民币22.26亿元，对比去年同期经营现金流流入为人民币2.77亿元。</p></li><li><p>日均活跃用户（日活用户）达1.073亿，而去年同期为1.028亿。</p></li></ul><p><strong>股份回购计划</strong></p><p>本公司今天宣佈，其董事会已授权一项股份回购计划，根据该计划，本公司可于未来24个月内回购不超过2亿美元的公开交易证券。本公司股东已于2024年6月28日举行的本公司股东周年大会上，根据香港上市规则批准授予董事会年度股份回购授权，该授权将有效至本公司下届股东周年大会为止，除非被撤销或更改。本公司亦计划于下届股东周年大会上取得股东批准股份回购授权。本公司建议的回购可能不时在公开市场以当时市价、私下协商交易、大宗交易及╱或其他法律允许的方式进行，视市况而定，并符合适用法律、规则及法规。本公司计划以现有现金结馀为回购提供资金。</p><p><strong>哔哩哔哩董事长兼CEO陈睿：</strong></p><p>这一季度，我们的社区指标和各项关键业务都保持了强劲的增长势头，我们的日活用户和月活用户分别创下1.07亿和3.48亿的新高。用户的日均使用时长也达到了新高的106分钟，较去年同期增加了6分钟。凭借我们蓬勃发展的社区和高活跃度的用户，我们有能力也有机会可以通过多元的商业化产品挖掘和释放出更大的用户价值。第三季度总营收达到人民币73.06亿元，同比增加了26%。特别是我们的移动游戏和广告业务营收分别同比增长了84%和28%。在我们持续提升商业化效率的不懈努力下，本季度，我们首次实现了非公认会计准则下的淨利润转正。这一里程碑仅仅是一个新的起点。展望未来，我们将继续提升商业化能力，同时强化社区生态，为所有合作伙伴带来长期价值。</p><p><strong>哔哩哔哩首席财务官樊欣：</strong></p><p>第三季度，在我们高毛利率的移动游戏和广告业务强劲增长的推动下，我们总营收实现了加速增长，同时毛利率显著提高。我们的毛利润同比大涨76%，毛利率从去年同期的25.0%大幅上升至34.9%。因此，我们实现了人民币2.72亿元的经调整经营利润，对比去年同期的经调整经营亏损为人民币7.55亿元。财务表现的显著改善，展现了我们商业模式的韧性以及社区所蕴含的巨大商业化潜力。我们将以此里程碑为新的起点，持续推动未来的可持续增长。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/175fbf5f75752267f2ac52ba7750f15a","relate_stocks":{"LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","BK4085":"互动家庭娱乐","SG9999003461.SGD":"United Asia Pacific Infrastructure SGD","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","BK1095":"互动媒体与服务","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","BILI":"哔哩哔哩","BK4566":"资本集团","BK4577":"网络游戏","BK1104":"互动家庭娱乐","BK4077":"互动媒体与服务","BK4526":"热门中概股","BK4588":"碎股","BK1587":"次新股","BK4503":"景林资产持仓","BK4505":"高瓴资本持仓","BK4510":"在线教育","09626":"哔哩哔哩-W","BK4504":"桥水持仓"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143322581","content_text":"11月14日，哔哩哔哩发布2024年第三季度业绩。财报显示，第三季度营收73.06亿元，上年同期为58.05亿元；净亏损7951.5万元，上年同期为亏损13.51亿元；经调整净利润为2.36亿元，上年同期为净亏损8.63亿元；每股亏损0.19元，上年同期每股亏损3.26元。财报发布后，哔哩哔哩美股盘前拉升，现涨超5%。2024年第三季度摘要：净营业额总额达人民币73.06亿元，同比增加26%。移动游戏营业额为人民币18.23亿元，同比增加84%。广告营业额为人民币20.94亿元，同比增加28%。毛利润为人民币25.47亿元，同比增加76%；毛利率达34.9%，较去年同期的25.0%有所增加。净亏损为人民币7980.5万元，同比收窄94%。经调整净利润为人民币2.36亿元，对比去年同期经调整净亏损为人民币8.63亿元。2024年第三季度实现经营现金流为人民币22.26亿元，对比去年同期经营现金流流入为人民币2.77亿元。日均活跃用户（日活用户）达1.073亿，而去年同期为1.028亿。股份回购计划本公司今天宣佈，其董事会已授权一项股份回购计划，根据该计划，本公司可于未来24个月内回购不超过2亿美元的公开交易证券。本公司股东已于2024年6月28日举行的本公司股东周年大会上，根据香港上市规则批准授予董事会年度股份回购授权，该授权将有效至本公司下届股东周年大会为止，除非被撤销或更改。本公司亦计划于下届股东周年大会上取得股东批准股份回购授权。本公司建议的回购可能不时在公开市场以当时市价、私下协商交易、大宗交易及╱或其他法律允许的方式进行，视市况而定，并符合适用法律、规则及法规。本公司计划以现有现金结馀为回购提供资金。哔哩哔哩董事长兼CEO陈睿：这一季度，我们的社区指标和各项关键业务都保持了强劲的增长势头，我们的日活用户和月活用户分别创下1.07亿和3.48亿的新高。用户的日均使用时长也达到了新高的106分钟，较去年同期增加了6分钟。凭借我们蓬勃发展的社区和高活跃度的用户，我们有能力也有机会可以通过多元的商业化产品挖掘和释放出更大的用户价值。第三季度总营收达到人民币73.06亿元，同比增加了26%。特别是我们的移动游戏和广告业务营收分别同比增长了84%和28%。在我们持续提升商业化效率的不懈努力下，本季度，我们首次实现了非公认会计准则下的淨利润转正。这一里程碑仅仅是一个新的起点。展望未来，我们将继续提升商业化能力，同时强化社区生态，为所有合作伙伴带来长期价值。哔哩哔哩首席财务官樊欣：第三季度，在我们高毛利率的移动游戏和广告业务强劲增长的推动下，我们总营收实现了加速增长，同时毛利率显著提高。我们的毛利润同比大涨76%，毛利率从去年同期的25.0%大幅上升至34.9%。因此，我们实现了人民币2.72亿元的经调整经营利润，对比去年同期的经调整经营亏损为人民币7.55亿元。财务表现的显著改善，展现了我们商业模式的韧性以及社区所蕴含的巨大商业化潜力。我们将以此里程碑为新的起点，持续推动未来的可持续增长。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1423,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3557304068319584","authorId":"3557304068319584","name":"幸运鑫","avatar":"https://static.tigerbbs.com/c2c167a1d2b281226f576fc525757e95","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3557304068319584","idStr":"3557304068319584"},"content":"通过 做空收购有潜力的优质资产？","text":"通过 做空收购有潜力的优质资产？","html":"通过 做空收购有潜力的优质资产？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":361439838847080,"gmtCreate":1729260781192,"gmtModify":1729260782705,"author":{"id":"3541241238708684","authorId":"3541241238708684","name":"hello123","avatar":"https://static.tigerbbs.com/e74b6b4068aac574aa06212fe21721a1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3541241238708684","idStr":"3541241238708684"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a> 小鹏市值马上超过咯","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a> 小鹏市值马上超过咯","text":"$蔚来(NIO)$ 小鹏市值马上超过咯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/361439838847080","isVote":1,"tweetType":1,"viewCount":207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358240427995224,"gmtCreate":1728479839408,"gmtModify":1728480222931,"author":{"id":"3541241238708684","authorId":"3541241238708684","name":"hello123","avatar":"https://static.tigerbbs.com/e74b6b4068aac574aa06212fe21721a1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3541241238708684","idStr":"3541241238708684"},"themes":[],"htmlText":"扯淡","listText":"扯淡","text":"扯淡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358240427995224","repostId":"1153261616","repostType":2,"repost":{"id":"1153261616","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1728475351,"share":"https://www.laohu8.com/m/news/1153261616?lang=&edition=full","pubTime":"2024-10-09 20:02","market":"hk","language":"zh","title":"异动解读 | 蔚来盘前大跌5.45% 连续两月销量下滑或是主因","url":"https://stock-news.laohu8.com/highlight/detail?id=1153261616","media":"异动解读","summary":"蔚来汽车今日盘前股价大跌5.45%,引发市场广泛关注。分析人士认为,蔚来近两个月的交付量持续下滑或是导致股价下跌的主要原因。根据新闻报道,尽管蔚来在今年前三季度的整体销量有所增长,但自8月以来,其单月交付量连续下滑。此外,蔚来自主品牌乐道的首款车型L60在产能和交付过程中也遇到一些问题。由于乐道品牌对蔚来的未来发展战略意义重大,如果乐道L60未能达到预期,将进一步影响蔚来的股价表现。","content":"<p>蔚来汽车今日盘前股价大跌5.45%,引发市场广泛关注。分析人士认为,蔚来近两个月的交付量持续下滑或是导致股价下跌的主要原因。</p>\n\n<p>根据新闻报道,尽管蔚来在今年前三季度的整体销量有所增长,但自8月以来,其单月交付量连续下滑。9月份蔚来汽车的交付量与6月份持平,仅为2.12万辆,不仅环比增速放缓,同比增速也开始下滑。与此同时,蔚来的竞争对手小鹏汽车的全新子品牌MONA M03一经推出就拿下了破万的交付量,对蔚来形成一定冲击。</p>\n\n<p>此外,蔚来自主品牌乐道的首款车型L60在产能和交付过程中也遇到一些问题。新闻报道了消费者对乐道L60\"交付车辆顺序混乱\"的质疑,可能会影响到该车型的后续销售表现。由于乐道品牌对蔚来的未来发展战略意义重大,如果乐道L60未能达到预期,将进一步影响蔚来的股价表现。</p>","source":"ai_movement_cn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n异动解读 | 蔚来盘前大跌5.45% 连续两月销量下滑或是主因\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2024-10-09 20:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>蔚来汽车今日盘前股价大跌5.45%,引发市场广泛关注。分析人士认为,蔚来近两个月的交付量持续下滑或是导致股价下跌的主要原因。</p>\n\n<p>根据新闻报道,尽管蔚来在今年前三季度的整体销量有所增长,但自8月以来,其单月交付量连续下滑。9月份蔚来汽车的交付量与6月份持平,仅为2.12万辆,不仅环比增速放缓,同比增速也开始下滑。与此同时,蔚来的竞争对手小鹏汽车的全新子品牌MONA M03一经推出就拿下了破万的交付量,对蔚来形成一定冲击。</p>\n\n<p>此外,蔚来自主品牌乐道的首款车型L60在产能和交付过程中也遇到一些问题。新闻报道了消费者对乐道L60\"交付车辆顺序混乱\"的质疑,可能会影响到该车型的后续销售表现。由于乐道品牌对蔚来的未来发展战略意义重大,如果乐道L60未能达到预期,将进一步影响蔚来的股价表现。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153261616","content_text":"蔚来汽车今日盘前股价大跌5.45%,引发市场广泛关注。分析人士认为,蔚来近两个月的交付量持续下滑或是导致股价下跌的主要原因。\n根据新闻报道,尽管蔚来在今年前三季度的整体销量有所增长,但自8月以来,其单月交付量连续下滑。9月份蔚来汽车的交付量与6月份持平,仅为2.12万辆,不仅环比增速放缓,同比增速也开始下滑。与此同时,蔚来的竞争对手小鹏汽车的全新子品牌MONA M03一经推出就拿下了破万的交付量,对蔚来形成一定冲击。\n此外,蔚来自主品牌乐道的首款车型L60在产能和交付过程中也遇到一些问题。新闻报道了消费者对乐道L60\"交付车辆顺序混乱\"的质疑,可能会影响到该车型的后续销售表现。由于乐道品牌对蔚来的未来发展战略意义重大,如果乐道L60未能达到预期,将进一步影响蔚来的股价表现。","news_type":1},"isVote":1,"tweetType":1,"viewCount":111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":346140608184592,"gmtCreate":1725544259967,"gmtModify":1725545404835,"author":{"id":"3541241238708684","authorId":"3541241238708684","name":"hello123","avatar":"https://static.tigerbbs.com/e74b6b4068aac574aa06212fe21721a1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3541241238708684","idStr":"3541241238708684"},"themes":[],"htmlText":"这标题是小学生写的吗，人家是说交付2万辆，不是销售好吗。","listText":"这标题是小学生写的吗，人家是说交付2万辆，不是销售好吗。","text":"这标题是小学生写的吗，人家是说交付2万辆，不是销售好吗。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/346140608184592","repostId":"2465546020","repostType":2,"repost":{"id":"2465546020","pubTimestamp":1725540340,"share":"https://www.laohu8.com/m/news/2465546020?lang=&edition=full","pubTime":"2024-09-05 20:45","market":"hk","language":"zh","title":"乐道L60将于9月19日发布，年内销量预计2万台","url":"https://stock-news.laohu8.com/highlight/detail?id=2465546020","media":"美港电讯","summary":"【乐道L60将于9月19日发布，年内销量预计2万台】金十数据9月5日讯，蔚来董事长李斌在2024年第二季度业绩电话会议上宣布，面向主流家庭市场的乐道品牌首款车型L60定于9月19日正式上市，并将于9月","content":"<html><body><p>【乐道L60将于9月19日发布，年内销量预计2万台】金十数据9月5日讯，蔚来董事长李斌在2024年第二季度业绩电话会议上宣布，面向主流家庭市场的乐道品牌首款车型L60定于9月19日正式上市，并将于9月底开启交付。李斌预期今年下半年将交付总共2万台L60。</p></body></html>","source":"live_meigang","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>乐道L60将于9月19日发布，年内销量预计2万台</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.ushknews.com/","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2465546020","content_text":"【乐道L60将于9月19日发布，年内销量预计2万台】金十数据9月5日讯，蔚来董事长李斌在2024年第二季度业绩电话会议上宣布，面向主流家庭市场的乐道品牌首款车型L60定于9月19日正式上市，并将于9月底开启交付。李斌预期今年下半年将交付总共2万台L60。","news_type":1},"isVote":1,"tweetType":1,"viewCount":289,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":335547089109440,"gmtCreate":1722958528771,"gmtModify":1722958529988,"author":{"id":"3541241238708684","authorId":"3541241238708684","name":"hello123","avatar":"https://static.tigerbbs.com/e74b6b4068aac574aa06212fe21721a1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3541241238708684","idStr":"3541241238708684"},"themes":[],"htmlText":"<a 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没有一个人可以做空挣到钱，让空头的子弹再飞一会","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/333781757239344","isVote":1,"tweetType":1,"viewCount":2736,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3473997100912926","authorId":"3473997100912926","name":"凌晨12点","avatar":"https://static.tigerbbs.com/6ef7a155d31e9575811bd4bb306c025e","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3473997100912926","idStr":"3473997100912926"},"content":"飞了好几年了[开心]","text":"飞了好几年了[开心]","html":"飞了好几年了[开心]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":333115828244744,"gmtCreate":1722352921698,"gmtModify":1722352923042,"author":{"id":"3541241238708684","authorId":"3541241238708684","name":"hello123","avatar":"https://static.tigerbbs.com/e74b6b4068aac574aa06212fe21721a1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3541241238708684","idStr":"3541241238708684"},"themes":[],"htmlText":"<a 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刚刚开始，好戏还在后头","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/333115828244744","isVote":1,"tweetType":1,"viewCount":429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":333092727132264,"gmtCreate":1722347278769,"gmtModify":1722347280564,"author":{"id":"3541241238708684","authorId":"3541241238708684","name":"hello123","avatar":"https://static.tigerbbs.com/e74b6b4068aac574aa06212fe21721a1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3541241238708684","idStr":"3541241238708684"},"themes":[],"htmlText":"有本事自己先买","listText":"有本事自己先买","text":"有本事自己先买","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/333092727132264","repostId":"2455593689","repostType":2,"repost":{"id":"2455593689","weMediaInfo":{"introduction":"FX168","home_visible":1,"media_name":"FX168","id":"1059947868","head_image":"https://static.tigerbbs.com/7a80f9d4086d7680bdea6ba04addf782"},"pubTimestamp":1722341643,"share":"https://www.laohu8.com/m/news/2455593689?lang=&edition=full","pubTime":"2024-07-30 20:14","market":"other","language":"zh","title":"大摩：特斯拉目标股价锁定310美元、仍有近40%上涨空间","url":"https://stock-news.laohu8.com/highlight/detail?id=2455593689","media":"FX168","summary":"FX168财经报社 讯 周一，摩根士丹利  发布的一份报告显示，由于特斯拉垄断了零排放汽车信贷市场，其股价未来一年将飙升 40% 。特斯拉股价周一一度上涨 7%，远远超过纳斯达克 100 指数和标准普尔 500 指数大致持平的表现。虽然特斯拉的成本削减措施应该有助于保护股价免受潜在下跌的影响，但其对零排放汽车市场的“垄断”将有助于推动股价进一步上涨。","content":"<html><body><div>\n<p>FX168财经报社(北美)讯 周一（7月29日），<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a> (Morgan Stanley) 发布的一份报告显示，由于<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>垄断了零排放汽车信贷市场，其股价未来一年将飙升 40% 。</p>\n<p>该银行将这家电动汽车公司列为<a href=\"https://laohu8.com/S/CRMT\">美国汽车行</a>业的“首选”，取代福特进入榜单。分析师亚当·乔纳斯 (Adam Jonas) 在其 310 美元的目标价中指出，“对汽车的预期更加可控，而且新兴的强大驱动因素推动公司价值增长。”</p>\n<p>特斯拉股价周一一度上涨 7%，远远超过纳斯达克 100 指数和标准普尔 500 指数大致持平的表现。</p>\n<p>乔纳斯对特斯拉股票的乐观看法，部分归功于该公司过去几个月为应对电动汽车销售放缓而实施的大幅削减成本措施，并削减了员工人数。</p>\n<p>乔纳斯表示：“特斯拉本季度确认的超过 6 亿美元的重组费用，加上其他举措，已帮助将盈亏平衡点降低到特斯拉仍能在企业层面产生正现金流的水平，即使上季度电动汽车产能利用率达到 69%。”</p>\n<p>虽然特斯拉的成本削减措施应该有助于保护股价免受潜在下跌的影响，但其对零排放汽车市场的“垄断”将有助于推动股价进一步上涨。</p>\n<p>ZEV 市场是指针对未按政府要求生产足够电动汽车的公司购买和出售监管合规积分。摩根士丹利指出，由于特斯拉只生产电动汽车，他们有足够的积分可以卖给其他汽车制造商。</p>\n<p>“特斯拉本季度确认的零排放汽车积分收入相当于每辆约 2000 美元，是近期运行率的两倍多。我们相信，随着更多传统 OEM 放弃其电动汽车计划，再加上 EPA 标准越来越严格，特斯拉可能会在未来利润丰厚的零排放汽车积分市场上占据更加主导的地位，”乔纳斯说。</p>\n<p>该报告称，<a href=\"https://laohu8.com/S/F\">福特汽车</a>在最近的季度收益报告中表示，它已达成协议，将在北美和欧洲购买价值 38 亿美元的监管合规信贷，<a href=\"https://laohu8.com/S/GM\">通用汽车</a>和 Stellantis 也可能会效仿。</p>\n<p>“我们预计，通用汽车和 STLA 等其他汽车公司可能会在未来几个季度以买家的身份更深入地涉足 ZEV 市场。我们估计特斯拉可能占该市场信贷销售的一半，为特斯拉提供 100% 的利润业务，而投资界目前可能还没有预料到这一点，”乔纳斯说。</p>\n<p>最后，乔纳斯强调，特斯拉的能源业务是一个亮点，随着人工智能数据中心导致整体能源需求增加，以及严重风暴导致电网可靠性降低，该业务可能实现显著增长。</p>\n<p>“最近气候变化的迹象让人们更加关注特斯拉在能源存储领域的主导地位。严重的风暴和异常的全球天气现象（包括热浪）可能会让投资者的注意力集中在那些可能有能力解决气候和能源相关问题的公司上，”乔纳斯说。</p>\n<p>乔纳斯表示：“我们认为特斯拉能源业务的价值潜力比汽车业务更大。”</p>\n</div></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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>大摩：特斯拉目标股价锁定310美元、仍有近40%上涨空间</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n大摩：特斯拉目标股价锁定310美元、仍有近40%上涨空间\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1059947868\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/7a80f9d4086d7680bdea6ba04addf782);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">FX168 </p>\n<p class=\"h-time\">2024-07-30 20:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><div>\n<p>FX168财经报社(北美)讯 周一（7月29日），<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a> (Morgan Stanley) 发布的一份报告显示，由于<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>垄断了零排放汽车信贷市场，其股价未来一年将飙升 40% 。</p>\n<p>该银行将这家电动汽车公司列为<a href=\"https://laohu8.com/S/CRMT\">美国汽车行</a>业的“首选”，取代福特进入榜单。分析师亚当·乔纳斯 (Adam Jonas) 在其 310 美元的目标价中指出，“对汽车的预期更加可控，而且新兴的强大驱动因素推动公司价值增长。”</p>\n<p>特斯拉股价周一一度上涨 7%，远远超过纳斯达克 100 指数和标准普尔 500 指数大致持平的表现。</p>\n<p>乔纳斯对特斯拉股票的乐观看法，部分归功于该公司过去几个月为应对电动汽车销售放缓而实施的大幅削减成本措施，并削减了员工人数。</p>\n<p>乔纳斯表示：“特斯拉本季度确认的超过 6 亿美元的重组费用，加上其他举措，已帮助将盈亏平衡点降低到特斯拉仍能在企业层面产生正现金流的水平，即使上季度电动汽车产能利用率达到 69%。”</p>\n<p>虽然特斯拉的成本削减措施应该有助于保护股价免受潜在下跌的影响，但其对零排放汽车市场的“垄断”将有助于推动股价进一步上涨。</p>\n<p>ZEV 市场是指针对未按政府要求生产足够电动汽车的公司购买和出售监管合规积分。摩根士丹利指出，由于特斯拉只生产电动汽车，他们有足够的积分可以卖给其他汽车制造商。</p>\n<p>“特斯拉本季度确认的零排放汽车积分收入相当于每辆约 2000 美元，是近期运行率的两倍多。我们相信，随着更多传统 OEM 放弃其电动汽车计划，再加上 EPA 标准越来越严格，特斯拉可能会在未来利润丰厚的零排放汽车积分市场上占据更加主导的地位，”乔纳斯说。</p>\n<p>该报告称，<a href=\"https://laohu8.com/S/F\">福特汽车</a>在最近的季度收益报告中表示，它已达成协议，将在北美和欧洲购买价值 38 亿美元的监管合规信贷，<a href=\"https://laohu8.com/S/GM\">通用汽车</a>和 Stellantis 也可能会效仿。</p>\n<p>“我们预计，通用汽车和 STLA 等其他汽车公司可能会在未来几个季度以买家的身份更深入地涉足 ZEV 市场。我们估计特斯拉可能占该市场信贷销售的一半，为特斯拉提供 100% 的利润业务，而投资界目前可能还没有预料到这一点，”乔纳斯说。</p>\n<p>最后，乔纳斯强调，特斯拉的能源业务是一个亮点，随着人工智能数据中心导致整体能源需求增加，以及严重风暴导致电网可靠性降低，该业务可能实现显著增长。</p>\n<p>“最近气候变化的迹象让人们更加关注特斯拉在能源存储领域的主导地位。严重的风暴和异常的全球天气现象（包括热浪）可能会让投资者的注意力集中在那些可能有能力解决气候和能源相关问题的公司上，”乔纳斯说。</p>\n<p>乔纳斯表示：“我们认为特斯拉能源业务的价值潜力比汽车业务更大。”</p>\n</div></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.fx168news.com/article/特斯拉-756010","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2455593689","content_text":"FX168财经报社(北美)讯 周一（7月29日），摩根士丹利 (Morgan Stanley) 发布的一份报告显示，由于特斯拉垄断了零排放汽车信贷市场，其股价未来一年将飙升 40% 。\n该银行将这家电动汽车公司列为美国汽车行业的“首选”，取代福特进入榜单。分析师亚当·乔纳斯 (Adam Jonas) 在其 310 美元的目标价中指出，“对汽车的预期更加可控，而且新兴的强大驱动因素推动公司价值增长。”\n特斯拉股价周一一度上涨 7%，远远超过纳斯达克 100 指数和标准普尔 500 指数大致持平的表现。\n乔纳斯对特斯拉股票的乐观看法，部分归功于该公司过去几个月为应对电动汽车销售放缓而实施的大幅削减成本措施，并削减了员工人数。\n乔纳斯表示：“特斯拉本季度确认的超过 6 亿美元的重组费用，加上其他举措，已帮助将盈亏平衡点降低到特斯拉仍能在企业层面产生正现金流的水平，即使上季度电动汽车产能利用率达到 69%。”\n虽然特斯拉的成本削减措施应该有助于保护股价免受潜在下跌的影响，但其对零排放汽车市场的“垄断”将有助于推动股价进一步上涨。\nZEV 市场是指针对未按政府要求生产足够电动汽车的公司购买和出售监管合规积分。摩根士丹利指出，由于特斯拉只生产电动汽车，他们有足够的积分可以卖给其他汽车制造商。\n“特斯拉本季度确认的零排放汽车积分收入相当于每辆约 2000 美元，是近期运行率的两倍多。我们相信，随着更多传统 OEM 放弃其电动汽车计划，再加上 EPA 标准越来越严格，特斯拉可能会在未来利润丰厚的零排放汽车积分市场上占据更加主导的地位，”乔纳斯说。\n该报告称，福特汽车在最近的季度收益报告中表示，它已达成协议，将在北美和欧洲购买价值 38 亿美元的监管合规信贷，通用汽车和 Stellantis 也可能会效仿。\n“我们预计，通用汽车和 STLA 等其他汽车公司可能会在未来几个季度以买家的身份更深入地涉足 ZEV 市场。我们估计特斯拉可能占该市场信贷销售的一半，为特斯拉提供 100% 的利润业务，而投资界目前可能还没有预料到这一点，”乔纳斯说。\n最后，乔纳斯强调，特斯拉的能源业务是一个亮点，随着人工智能数据中心导致整体能源需求增加，以及严重风暴导致电网可靠性降低，该业务可能实现显著增长。\n“最近气候变化的迹象让人们更加关注特斯拉在能源存储领域的主导地位。严重的风暴和异常的全球天气现象（包括热浪）可能会让投资者的注意力集中在那些可能有能力解决气候和能源相关问题的公司上，”乔纳斯说。\n乔纳斯表示：“我们认为特斯拉能源业务的价值潜力比汽车业务更大。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":320986302869560,"gmtCreate":1719394572332,"gmtModify":1719394574071,"author":{"id":"3541241238708684","authorId":"3541241238708684","name":"hello123","avatar":"https://static.tigerbbs.com/e74b6b4068aac574aa06212fe21721a1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3541241238708684","idStr":"3541241238708684"},"themes":[],"htmlText":"真能黑","listText":"真能黑","text":"真能黑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/320986302869560","repostId":"2446359441","repostType":2,"repost":{"id":"2446359441","pubTimestamp":1719391440,"share":"https://www.laohu8.com/m/news/2446359441?lang=&edition=full","pubTime":"2024-06-26 16:44","market":"hk","language":"zh","title":"油门踏板被指疑似“劣质塑料”，蔚来汽车：设计强度有行业标准","url":"https://stock-news.laohu8.com/highlight/detail?id=2446359441","media":"新浪科技","summary":"新浪科技讯 6月26日下午消息，针对近期网络流传的油门踏板断裂事件，蔚来今日回应表示，出现油门踏板断裂的ES6是车主通过第三方购买的二手车，此前该车曾发生过严重事故，被保险公司定为全损；目前汽车的悬浮式加速踏板大多采用工程塑料材质，其设计强度有行业标准。为保护驾驶员安全，在特定受力情况下，可能会发生断裂。\n　　今年6月24日，河南省郑州市一位蔚来车主在驾驶蔚来汽车时油门踏板断裂，车主强烈质疑车辆质量，并指出油门踏板材质疑似为“劣质塑料”，认为这直接关系到行车安全。此前，蔚来也曾在2021年出现过类似的油门踏板断裂事件。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：何俊熹","content":"<html><body><div>\n<p>　　新浪科技讯 6月26日下午消息，针对近期网络流传的油门踏板断裂事件，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>今日回应表示，出现油门踏板断裂的ES6是车主通过第三方购买的二手车，此前该车曾发生过严重事故，被保险公司定为全损；目前汽车的悬浮式加速踏板大多采用工程塑料材质，其设计强度有行业标准。为保护驾驶员安全，在特定受力情况下，可能会发生断裂。</p>\n<p>　　今年6月24日，河南省郑州市一位<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>车主在驾驶蔚来汽车时油门踏板断裂，车主强烈质疑车辆质量，并指出油门踏板材质疑似为“劣质塑料”，认为这直接关系到行车安全。此前，蔚来也曾在2021年出现过类似的油门踏板断裂事件。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：何俊熹 </p>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>油门踏板被指疑似“劣质塑料”，蔚来汽车：设计强度有行业标准</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; 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油门踏板被指疑似“劣质塑料”，蔚来汽车：设计强度有行业标准\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-26 16:44 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tech/2024-06-26/doc-incaaath0669333.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>新浪科技讯 6月26日下午消息，针对近期网络流传的油门踏板断裂事件，蔚来今日回应表示，出现油门踏板断裂的ES6是车主通过第三方购买的二手车，此前该车曾发生过严重事故，被保险公司定为全损；目前汽车的悬浮式加速踏板大多采用工程塑料材质，其设计强度有行业标准。为保护驾驶员安全，在特定受力情况下，可能会发生断裂。\n　　今年6月24日，河南省郑州市一位蔚来车主在驾驶蔚来汽车时油门踏板断裂，车主强烈质疑车辆...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/2024-06-26/doc-incaaath0669333.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4505":"高瓴资本持仓","BK4581":"高盛持仓","09866":"蔚来-SW","BK4504":"桥水持仓","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4555":"新能源车","BK1588":"回港中概股","BK4509":"腾讯概念","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4526":"热门中概股","BK1119":"汽车制造商","BK4588":"碎股","NIO":"蔚来","BK4574":"无人驾驶"},"source_url":"https://finance.sina.com.cn/tech/2024-06-26/doc-incaaath0669333.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2446359441","content_text":"新浪科技讯 6月26日下午消息，针对近期网络流传的油门踏板断裂事件，蔚来今日回应表示，出现油门踏板断裂的ES6是车主通过第三方购买的二手车，此前该车曾发生过严重事故，被保险公司定为全损；目前汽车的悬浮式加速踏板大多采用工程塑料材质，其设计强度有行业标准。为保护驾驶员安全，在特定受力情况下，可能会发生断裂。\n　　今年6月24日，河南省郑州市一位蔚来车主在驾驶蔚来汽车时油门踏板断裂，车主强烈质疑车辆质量，并指出油门踏板材质疑似为“劣质塑料”，认为这直接关系到行车安全。此前，蔚来也曾在2021年出现过类似的油门踏板断裂事件。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：何俊熹","news_type":1},"isVote":1,"tweetType":1,"viewCount":443,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316107577241696,"gmtCreate":1718201467738,"gmtModify":1718201469015,"author":{"id":"3541241238708684","authorId":"3541241238708684","name":"hello123","avatar":"https://static.tigerbbs.com/e74b6b4068aac574aa06212fe21721a1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3541241238708684","idStr":"3541241238708684"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ZK\">$极氪(ZK)$ &nbsp;</a>这波机构666，洗了多少出去","listText":"<a href=\"https://laohu8.com/S/ZK\">$极氪(ZK)$ &nbsp;</a>这波机构666，洗了多少出去","text":"$极氪(ZK)$ 这波机构666，洗了多少出去","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316107577241696","isVote":1,"tweetType":1,"viewCount":1379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":315766533124344,"gmtCreate":1718122273235,"gmtModify":1718122275232,"author":{"id":"3541241238708684","authorId":"3541241238708684","name":"hello123","avatar":"https://static.tigerbbs.com/e74b6b4068aac574aa06212fe21721a1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3541241238708684","idStr":"3541241238708684"},"themes":[],"htmlText":"现在这种也能成为利空消了，仁者见仁","listText":"现在这种也能成为利空消了，仁者见仁","text":"现在这种也能成为利空消了，仁者见仁","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/315766533124344","repostId":"1131428970","repostType":2,"repost":{"id":"1131428970","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1718120051,"share":"https://www.laohu8.com/m/news/1131428970?lang=&edition=full","pubTime":"2024-06-11 23:34","market":"us","language":"en","title":"Turkey’s Tariff on China EVs Is Canary in a Coal Mine. Stocks Fall","url":"https://stock-news.laohu8.com/highlight/detail?id=1131428970","media":"Dow Jones","summary":"Turkey isn’t an automotive powerhouse, but a decision it made on tariffs is rippling through the industry.Shares of Chinese electric-vehicle makers fell early Tuesday after Turkey imposed new tariffs ","content":"<html><head></head><body><p>Turkey isn’t an automotive powerhouse, but a decision it made on tariffs is rippling through the industry.</p><p style=\"text-align: start;\">Shares of Chinese electric-vehicle makers fell early Tuesday after Turkey imposed new tariffs on imports, raising concern that the European Union will follow suit as soon as this week.</p><p>American depositary receipts for Li Auto fell about  2% in Tuesday trading, NIO and XPeng down about 6% and 4%, respectively.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b497a13af291626da221cffa06d7a0e6\" tg-width=\"307\" tg-height=\"256\"/></p><p></p><p>The European Commission, the executive arm of the EU, is expected to announce soon whether it will lift taxes on Chinese-made EVs. Turkey said Saturday it will impose a 40% tariff. U.S. President Joe Biden increased import levies on Chinese EVs to about 100% from 25% last month.</p><p>The worry for governments in the U.S. and Europe is that cheap China’s EV exports will undercut other car makers in a way that undermines domestic development of EVs and distorts the market. China is the biggest market for EVs at the moment and some of its more successful brands are looking to expand abroad. BYD briefly overtook Tesla as the biggest EV maker last year.</p><p>Through May, BYD exported about 176,000 vehicles from China this year, up about 177% year over year. Those cars ended up in Asia, South America, Eastern Europe, and Western Europe. No Chinese-branded cars are sold in the U.S. yet.</p><p style=\"text-align: start;\">China is now the largest new car market in the world and has a labor- cost advantage versus the West. Lower labor costs also mean parts bought from local vendors are cheaper than parts made in the U.S. and Europe.</p><p style=\"text-align: start;\">“They have 53 million units of [car making] capacity and they have a local market of about 29 million units…that [unused] capacity difference is bigger than the entire U.S. market,” Ford Motor CEO Jim Farley recently told <em>Barron’s</em>. “We have to be serious about [an] even playing field.” Chinese companies have also enjoyed lower taxes and government subsidies, he says.</p><p>China’s brands have about 10% of the EV market in Europe. That amounts to about 200,000 vehicles a year. About 13 million new vehicles were sold in Europe in 2023. About two million were all electric.</p><p style=\"text-align: start;\">About 1.2 million new cars were sold in Turkey in 2023. About 66,000 were all electric. BYD entered the Turkish market in November. Turkey has a domestic EV maker called Togg. The Togg T10X EV starts at about $44,000.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Turkey’s Tariff on China EVs Is Canary in a Coal Mine. Stocks Fall</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTurkey’s Tariff on China EVs Is Canary in a Coal Mine. Stocks Fall\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-06-11 23:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Turkey isn’t an automotive powerhouse, but a decision it made on tariffs is rippling through the industry.</p><p style=\"text-align: start;\">Shares of Chinese electric-vehicle makers fell early Tuesday after Turkey imposed new tariffs on imports, raising concern that the European Union will follow suit as soon as this week.</p><p>American depositary receipts for Li Auto fell about  2% in Tuesday trading, NIO and XPeng down about 6% and 4%, respectively.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b497a13af291626da221cffa06d7a0e6\" tg-width=\"307\" tg-height=\"256\"/></p><p></p><p>The European Commission, the executive arm of the EU, is expected to announce soon whether it will lift taxes on Chinese-made EVs. Turkey said Saturday it will impose a 40% tariff. U.S. President Joe Biden increased import levies on Chinese EVs to about 100% from 25% last month.</p><p>The worry for governments in the U.S. and Europe is that cheap China’s EV exports will undercut other car makers in a way that undermines domestic development of EVs and distorts the market. China is the biggest market for EVs at the moment and some of its more successful brands are looking to expand abroad. BYD briefly overtook Tesla as the biggest EV maker last year.</p><p>Through May, BYD exported about 176,000 vehicles from China this year, up about 177% year over year. Those cars ended up in Asia, South America, Eastern Europe, and Western Europe. No Chinese-branded cars are sold in the U.S. yet.</p><p style=\"text-align: start;\">China is now the largest new car market in the world and has a labor- cost advantage versus the West. Lower labor costs also mean parts bought from local vendors are cheaper than parts made in the U.S. and Europe.</p><p style=\"text-align: start;\">“They have 53 million units of [car making] capacity and they have a local market of about 29 million units…that [unused] capacity difference is bigger than the entire U.S. market,” Ford Motor CEO Jim Farley recently told <em>Barron’s</em>. “We have to be serious about [an] even playing field.” Chinese companies have also enjoyed lower taxes and government subsidies, he says.</p><p>China’s brands have about 10% of the EV market in Europe. That amounts to about 200,000 vehicles a year. About 13 million new vehicles were sold in Europe in 2023. About two million were all electric.</p><p style=\"text-align: start;\">About 1.2 million new cars were sold in Turkey in 2023. About 66,000 were all electric. BYD entered the Turkish market in November. Turkey has a domestic EV maker called Togg. The Togg T10X EV starts at about $44,000.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","XPEV":"小鹏汽车","LI":"理想汽车"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131428970","content_text":"Turkey isn’t an automotive powerhouse, but a decision it made on tariffs is rippling through the industry.Shares of Chinese electric-vehicle makers fell early Tuesday after Turkey imposed new tariffs on imports, raising concern that the European Union will follow suit as soon as this week.American depositary receipts for Li Auto fell about  2% in Tuesday trading, NIO and XPeng down about 6% and 4%, respectively.The European Commission, the executive arm of the EU, is expected to announce soon whether it will lift taxes on Chinese-made EVs. Turkey said Saturday it will impose a 40% tariff. U.S. President Joe Biden increased import levies on Chinese EVs to about 100% from 25% last month.The worry for governments in the U.S. and Europe is that cheap China’s EV exports will undercut other car makers in a way that undermines domestic development of EVs and distorts the market. China is the biggest market for EVs at the moment and some of its more successful brands are looking to expand abroad. BYD briefly overtook Tesla as the biggest EV maker last year.Through May, BYD exported about 176,000 vehicles from China this year, up about 177% year over year. Those cars ended up in Asia, South America, Eastern Europe, and Western Europe. No Chinese-branded cars are sold in the U.S. yet.China is now the largest new car market in the world and has a labor- cost advantage versus the West. Lower labor costs also mean parts bought from local vendors are cheaper than parts made in the U.S. and Europe.“They have 53 million units of [car making] capacity and they have a local market of about 29 million units…that [unused] capacity difference is bigger than the entire U.S. market,” Ford Motor CEO Jim Farley recently told Barron’s. “We have to be serious about [an] even playing field.” Chinese companies have also enjoyed lower taxes and government subsidies, he says.China’s brands have about 10% of the EV market in Europe. That amounts to about 200,000 vehicles a year. About 13 million new vehicles were sold in Europe in 2023. About two million were all electric.About 1.2 million new cars were sold in Turkey in 2023. About 66,000 were all electric. BYD entered the Turkish market in November. Turkey has a domestic EV maker called Togg. The Togg T10X EV starts at about $44,000.","news_type":1},"isVote":1,"tweetType":1,"viewCount":493,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":315680598372560,"gmtCreate":1718101292070,"gmtModify":1718101293581,"author":{"id":"3541241238708684","authorId":"3541241238708684","name":"hello123","avatar":"https://static.tigerbbs.com/e74b6b4068aac574aa06212fe21721a1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3541241238708684","idStr":"3541241238708684"},"themes":[],"htmlText":"呵呵","listText":"呵呵","text":"呵呵","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/315680598372560","repostId":"2442024332","repostType":2,"repost":{"id":"2442024332","pubTimestamp":1718089357,"share":"https://www.laohu8.com/m/news/2442024332?lang=&edition=full","pubTime":"2024-06-11 15:02","market":"us","language":"zh","title":"高盛：予蔚来-SW(09866)“中性”评级 目标价32港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2442024332","media":"智通财经网","summary":"高盛预计，蔚来会专注于下半年的销量，因此提高2024至26年的收入预测7%至13%。","content":"<html><body><div> <p>智通财经APP获悉，<a href=\"https://laohu8.com/S/GS\">高盛</a>发布研究报告称，予<a href=\"https://laohu8.com/S/09866\">蔚来-SW</a>(09866)“中性”评级，目标价32港元。公司首季净利润逊预期，但管理层指引次季将有强劲表现，目标往后每月的销量稳步增加，在销售策略上都会更灵活，以确保市场地位，与较早前倾向更具韧性的价格策略立场有所不同。</p><p>该行预计，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>会专注于下半年的销量，因此提高2024至26年的收入预测7%至13%，但该行亦预期今年全年的销售及推广费用将同比增20%至150亿元(人民币.下同)，因集团扩大<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>及乐道(ONVO)品牌的销售团体及门店网络，以进一步推动销量增长，故该行将2024/25/26年的非通用会计准则净亏损预测分别上调至150亿元、150亿元及120亿元。</p> <div></div> </div></body></html>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>高盛：予蔚来-SW(09866)“中性”评级 目标价32港元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n高盛：予蔚来-SW(09866)“中性”评级 目标价32港元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-11 15:02 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1133417.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，高盛发布研究报告称，予蔚来-SW(09866)“中性”评级，目标价32港元。公司首季净利润逊预期，但管理层指引次季将有强劲表现，目标往后每月的销量稳步增加，在销售策略上都会更灵活，以确保市场地位，与较早前倾向更具韧性的价格策略立场有所不同。该行预计，蔚来会专注于下半年的销量，因此提高2024至26年的收入预测7%至13%，但该行亦预期今年全年的销售及推广费用将同比增20%至...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1133417.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img.zhitongcaijing.com/image/20240611/20240611150252_35598.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250","relate_stocks":{"NIO.SI":"蔚来","NIO":"蔚来","09866":"蔚来-SW"},"source_url":"http://www.zhitongcaijing.com/content/detail/1133417.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2442024332","content_text":"智通财经APP获悉，高盛发布研究报告称，予蔚来-SW(09866)“中性”评级，目标价32港元。公司首季净利润逊预期，但管理层指引次季将有强劲表现，目标往后每月的销量稳步增加，在销售策略上都会更灵活，以确保市场地位，与较早前倾向更具韧性的价格策略立场有所不同。该行预计，蔚来会专注于下半年的销量，因此提高2024至26年的收入预测7%至13%，但该行亦预期今年全年的销售及推广费用将同比增20%至150亿元(人民币.下同)，因集团扩大蔚来及乐道(ONVO)品牌的销售团体及门店网络，以进一步推动销量增长，故该行将2024/25/26年的非通用会计准则净亏损预测分别上调至150亿元、150亿元及120亿元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":551,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308660584001832,"gmtCreate":1716384388891,"gmtModify":1716384390522,"author":{"id":"3541241238708684","authorId":"3541241238708684","name":"hello123","avatar":"https://static.tigerbbs.com/e74b6b4068aac574aa06212fe21721a1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3541241238708684","idStr":"3541241238708684"},"themes":[],"htmlText":"优秀","listText":"优秀","text":"优秀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308660584001832","repostId":"2437264601","repostType":2,"repost":{"id":"2437264601","pubTimestamp":1716377061,"share":"https://www.laohu8.com/m/news/2437264601?lang=&edition=full","pubTime":"2024-05-22 19:24","market":"us","language":"zh","title":"聚焦文博会｜多辆蔚来电动车“开进”13号馆 蔚来ET7成为文博会官方指定用车","url":"https://stock-news.laohu8.com/highlight/detail?id=2437264601","media":"读创","summary":"记者注意到，在文博会13号展馆里，已有几辆蔚来的车辆已悄然停至其中。据悉，蔚来携智能电动行政轿车蔚来ET7助力第二十届文博会，ET7成为官方指定用车，为与会嘉宾带来全新行政体验。本次13号馆展出的分别是智能电动行政轿车蔚来ET7、智能电动旗舰SUV蔚来ES8。","content":"<html><body><div>\n<p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=106.NIO&amp;imageType=k&amp;token=28dfeb41d35cc81d84b4664d7c23c49f&amp;at=1\" width=\"578\"/></p><p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=116.09866&amp;imageType=k&amp;token=28dfeb41d35cc81d84b4664d7c23c49f&amp;at=1\" width=\"578\"/></p><p>　　记者注意到，在文博会13号展馆里，已有几辆<span><a href=\"https://laohu8.com/S/NIO\">蔚来</a></span><span></span>的车辆已悄然停至其中。据悉，<span href=\"http://quote.eastmoney.com/unify/r/106.NIO\" target=\"_blank\" web=\"1\"><a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a></span>携<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>电动行政轿车<span href=\"http://quote.eastmoney.com/unify/r/106.NIO\" target=\"_blank\" web=\"1\">蔚来</span>ET7助力第二十届文博会，ET7成为官方指定用车，为与会嘉宾带来全新行政体验。本次13号馆展出的分别是智能电动行政轿车蔚来ET7、智能电动旗舰SUV蔚来ES8。</p> <p>　　其中，据介绍，ET7是蔚来最新发布的2024款ET7行政版，这是一款针对高端行政市场进行重大升级的车型，也是本次展出的亮点。智能电动旗舰轿车ET7，是蔚来首款自动驾驶车型，最长NEDC续航超1000公里，超算平台算力超1000TOPS，标配超过100项舒适、安全、智能化配置，从外观、空间、数字座舱、性能、自动驾驶等方面提供了极致的体验，制定了量产自动驾驶系统和高端智能电动汽车的新标准，让辅助驾驶到自动驾驶成为可能。2024款蔚来ET7全面升级，无论在硬件层面还是软件层面，均有大幅度提升，覆盖外观、座舱、驾乘、智驾、安全、续航等多维度，总共6大类、180项升级。</p> <p>　　此外，蔚来还设立了创新文旅场景，在现场展台呈现<span>户外露营</span><span></span>场景，还原<span>新能源</span><span></span>户外全新生活方式体验，为参展观众提供全新生活方式体验。</p> <p>　　据悉，蔚来还将在文博会多个分会场现场匹配不同主题，结合车型打造不同场景，联动分会场媒体打造专属文旅场景。“今年是蔚来首次参展文博会，作为一家全球化的智能电动汽车公司，蔚来不仅仅是一家汽车公司，也是一个以车为起点的社区，一个分享欢乐，共同成长的社区。蔚来的使命是为用户创造愉悦的生活方式，在极致的电动智能汽车产品基础之上，重新定义服务用户的所有过程，为用户提供超越期待的全程愉悦体验。”相关工作人员表示。据透露，在文博会里，蔚来还将带来原创的设计生活方式品牌NIO Life，让观众体验到“创造愉悦的生活方式”的品牌理念，通过有态度、有故事、有设计的精品，为用户创造愉悦的生活方式。</p> <p>　　“蔚来作为一个注重创新和用户体验的公司，参加此次文博会，希望可以探索文化与科技的融合，为产品赋予更多的文化价值，并吸引更多用户来了解蔚来，一同感受愉悦的生活方式。”</p><p>（文章来源：读创）</p> </div></body></html>","source":"stock_eastmoney","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>聚焦文博会｜多辆蔚来电动车“开进”13号馆 蔚来ET7成为文博会官方指定用车</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n聚焦文博会｜多辆蔚来电动车“开进”13号馆 蔚来ET7成为文博会官方指定用车\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-22 19:24 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.eastmoney.com/a/202405223084423786.html><strong>读创</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>记者注意到，在文博会13号展馆里，已有几辆蔚来的车辆已悄然停至其中。据悉，蔚来携智能电动行政轿车蔚来ET7助力第二十届文博会，ET7成为官方指定用车，为与会嘉宾带来全新行政体验。本次13号馆展出的分别是智能电动行政轿车蔚来ET7、智能电动旗舰SUV蔚来ES8。 　　其中，据介绍，ET7是蔚来最新发布的2024款ET7行政版，这是一款针对高端行政市场进行重大升级的车型，也是本次展出的亮点。智能电动...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202405223084423786.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"http://finance.eastmoney.com/a/202405223084423786.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2437264601","content_text":"记者注意到，在文博会13号展馆里，已有几辆蔚来的车辆已悄然停至其中。据悉，蔚来携智能电动行政轿车蔚来ET7助力第二十届文博会，ET7成为官方指定用车，为与会嘉宾带来全新行政体验。本次13号馆展出的分别是智能电动行政轿车蔚来ET7、智能电动旗舰SUV蔚来ES8。 　　其中，据介绍，ET7是蔚来最新发布的2024款ET7行政版，这是一款针对高端行政市场进行重大升级的车型，也是本次展出的亮点。智能电动旗舰轿车ET7，是蔚来首款自动驾驶车型，最长NEDC续航超1000公里，超算平台算力超1000TOPS，标配超过100项舒适、安全、智能化配置，从外观、空间、数字座舱、性能、自动驾驶等方面提供了极致的体验，制定了量产自动驾驶系统和高端智能电动汽车的新标准，让辅助驾驶到自动驾驶成为可能。2024款蔚来ET7全面升级，无论在硬件层面还是软件层面，均有大幅度提升，覆盖外观、座舱、驾乘、智驾、安全、续航等多维度，总共6大类、180项升级。 　　此外，蔚来还设立了创新文旅场景，在现场展台呈现户外露营场景，还原新能源户外全新生活方式体验，为参展观众提供全新生活方式体验。 　　据悉，蔚来还将在文博会多个分会场现场匹配不同主题，结合车型打造不同场景，联动分会场媒体打造专属文旅场景。“今年是蔚来首次参展文博会，作为一家全球化的智能电动汽车公司，蔚来不仅仅是一家汽车公司，也是一个以车为起点的社区，一个分享欢乐，共同成长的社区。蔚来的使命是为用户创造愉悦的生活方式，在极致的电动智能汽车产品基础之上，重新定义服务用户的所有过程，为用户提供超越期待的全程愉悦体验。”相关工作人员表示。据透露，在文博会里，蔚来还将带来原创的设计生活方式品牌NIO Life，让观众体验到“创造愉悦的生活方式”的品牌理念，通过有态度、有故事、有设计的精品，为用户创造愉悦的生活方式。 　　“蔚来作为一个注重创新和用户体验的公司，参加此次文博会，希望可以探索文化与科技的融合，为产品赋予更多的文化价值，并吸引更多用户来了解蔚来，一同感受愉悦的生活方式。”（文章来源：读创）","news_type":1},"isVote":1,"tweetType":1,"viewCount":466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308361922240704,"gmtCreate":1716305609830,"gmtModify":1716305611592,"author":{"id":"3541241238708684","authorId":"3541241238708684","name":"hello123","avatar":"https://static.tigerbbs.com/e74b6b4068aac574aa06212fe21721a1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3541241238708684","idStr":"3541241238708684"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a><v-v 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data-views=\"1\"></v-v>让子弹飞一会吧","listText":"<a href=\"https://laohu8.com/S/FFIE\">$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":765,"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":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3541241238708684","idStr":"3541241238708684"},"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 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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":6599,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":299111526383688,"gmtCreate":1714050479240,"gmtModify":1714050481159,"author":{"id":"3541241238708684","authorId":"3541241238708684","name":"hello123","avatar":"https://static.tigerbbs.com/e74b6b4068aac574aa06212fe21721a1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3541241238708684","idStr":"3541241238708684"},"themes":[],"htmlText":"冷饭反复抄，有意思吗","listText":"冷饭反复抄，有意思吗","text":"冷饭反复抄，有意思吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/299111526383688","repostId":"2430409780","repostType":2,"isVote":1,"tweetType":1,"viewCount":444,"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":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3541241238708684","idStr":"3541241238708684"},"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":"us","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":{},"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":761,"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":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3541241238708684","idStr":"3541241238708684"},"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":2976,"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,"authorIdStr":"4175389444875490","idStr":"4175389444875490"},"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}],"hots":[{"id":294183806656672,"gmtCreate":1712845376259,"gmtModify":1712845377591,"author":{"id":"3541241238708684","authorId":"3541241238708684","name":"hello123","avatar":"https://static.tigerbbs.com/e74b6b4068aac574aa06212fe21721a1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3541241238708684","idStr":"3541241238708684"},"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":2976,"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,"authorIdStr":"4175389444875490","idStr":"4175389444875490"},"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":371027818012752,"gmtCreate":1731596760290,"gmtModify":1731596762353,"author":{"id":"3541241238708684","authorId":"3541241238708684","name":"hello123","avatar":"https://static.tigerbbs.com/e74b6b4068aac574aa06212fe21721a1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3541241238708684","idStr":"3541241238708684"},"themes":[],"htmlText":"但凡财报还不错的中概 一律被疯狂做空 ，看看极氪，看看老虎","listText":"但凡财报还不错的中概 一律被疯狂做空 ，看看极氪，看看老虎","text":"但凡财报还不错的中概 一律被疯狂做空 ，看看极氪，看看老虎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/371027818012752","repostId":"1143322581","repostType":2,"repost":{"id":"1143322581","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1731578506,"share":"https://www.laohu8.com/m/news/1143322581?lang=&edition=full","pubTime":"2024-11-14 18:01","market":"us","language":"zh","title":"哔哩哔哩Q3营收同比增长26%，调整后净利同比扭亏为盈","url":"https://stock-news.laohu8.com/highlight/detail?id=1143322581","media":"老虎资讯综合","summary":"11月14日，$哔哩哔哩(BILI)$发布2024年第三季度业绩。财报显示，第三季度营收73.06亿元，上年同期为58.05亿元；净亏损7951.5万元，上年同期为亏损13.51亿元；每股亏损0.19元，上年同期每股亏损3.26元。财报发布后，哔哩哔哩美股盘前拉升，现涨超5%。","content":"<html><head></head><body><p>11月14日，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>发布2024年第三季度业绩。财报显示，第三季度营收73.06亿元，上年同期为58.05亿元；净亏损7951.5万元，上年同期为亏损13.51亿元；经调整净利润为2.36亿元，上年同期为净亏损8.63亿元；每股亏损0.19元，上年同期每股亏损3.26元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8679848806df2c0194d01cebbede23a0\" title=\"\" tg-width=\"631\" tg-height=\"732\"/></p><p>财报发布后，哔哩哔哩美股盘前拉升，现涨超5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc6041c85bd3abd2ed8b240f9ca8178f\" title=\"\" tg-width=\"865\" tg-height=\"832\"/></p><p><strong>2024年第三季度摘要：</strong></p><ul style=\"\"><li><p>净营业额总额达人民币73.06亿元，同比增加26%。</p></li><li><p>移动游戏营业额为人民币18.23亿元，同比增加84%。</p></li><li><p>广告营业额为人民币20.94亿元，同比增加28%。</p></li><li><p>毛利润为人民币25.47亿元，同比增加76%；毛利率达34.9%，较去年同期的25.0%有所增加。</p></li><li><p>净亏损为人民币7980.5万元，同比收窄94%。</p></li><li><p>经调整净利润为人民币2.36亿元，对比去年同期经调整净亏损为人民币8.63亿元。</p></li><li><p>2024年第三季度实现经营现金流为人民币22.26亿元，对比去年同期经营现金流流入为人民币2.77亿元。</p></li><li><p>日均活跃用户（日活用户）达1.073亿，而去年同期为1.028亿。</p></li></ul><p><strong>股份回购计划</strong></p><p>本公司今天宣佈，其董事会已授权一项股份回购计划，根据该计划，本公司可于未来24个月内回购不超过2亿美元的公开交易证券。本公司股东已于2024年6月28日举行的本公司股东周年大会上，根据香港上市规则批准授予董事会年度股份回购授权，该授权将有效至本公司下届股东周年大会为止，除非被撤销或更改。本公司亦计划于下届股东周年大会上取得股东批准股份回购授权。本公司建议的回购可能不时在公开市场以当时市价、私下协商交易、大宗交易及╱或其他法律允许的方式进行，视市况而定，并符合适用法律、规则及法规。本公司计划以现有现金结馀为回购提供资金。</p><p><strong>哔哩哔哩董事长兼CEO陈睿：</strong></p><p>这一季度，我们的社区指标和各项关键业务都保持了强劲的增长势头，我们的日活用户和月活用户分别创下1.07亿和3.48亿的新高。用户的日均使用时长也达到了新高的106分钟，较去年同期增加了6分钟。凭借我们蓬勃发展的社区和高活跃度的用户，我们有能力也有机会可以通过多元的商业化产品挖掘和释放出更大的用户价值。第三季度总营收达到人民币73.06亿元，同比增加了26%。特别是我们的移动游戏和广告业务营收分别同比增长了84%和28%。在我们持续提升商业化效率的不懈努力下，本季度，我们首次实现了非公认会计准则下的淨利润转正。这一里程碑仅仅是一个新的起点。展望未来，我们将继续提升商业化能力，同时强化社区生态，为所有合作伙伴带来长期价值。</p><p><strong>哔哩哔哩首席财务官樊欣：</strong></p><p>第三季度，在我们高毛利率的移动游戏和广告业务强劲增长的推动下，我们总营收实现了加速增长，同时毛利率显著提高。我们的毛利润同比大涨76%，毛利率从去年同期的25.0%大幅上升至34.9%。因此，我们实现了人民币2.72亿元的经调整经营利润，对比去年同期的经调整经营亏损为人民币7.55亿元。财务表现的显著改善，展现了我们商业模式的韧性以及社区所蕴含的巨大商业化潜力。我们将以此里程碑为新的起点，持续推动未来的可持续增长。</p></body></html>","collect":0,"html":"<!DOCTYPE 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{color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n哔哩哔哩Q3营收同比增长26%，调整后净利同比扭亏为盈\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-11-14 18:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>11月14日，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>发布2024年第三季度业绩。财报显示，第三季度营收73.06亿元，上年同期为58.05亿元；净亏损7951.5万元，上年同期为亏损13.51亿元；经调整净利润为2.36亿元，上年同期为净亏损8.63亿元；每股亏损0.19元，上年同期每股亏损3.26元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8679848806df2c0194d01cebbede23a0\" title=\"\" tg-width=\"631\" tg-height=\"732\"/></p><p>财报发布后，哔哩哔哩美股盘前拉升，现涨超5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc6041c85bd3abd2ed8b240f9ca8178f\" title=\"\" tg-width=\"865\" tg-height=\"832\"/></p><p><strong>2024年第三季度摘要：</strong></p><ul style=\"\"><li><p>净营业额总额达人民币73.06亿元，同比增加26%。</p></li><li><p>移动游戏营业额为人民币18.23亿元，同比增加84%。</p></li><li><p>广告营业额为人民币20.94亿元，同比增加28%。</p></li><li><p>毛利润为人民币25.47亿元，同比增加76%；毛利率达34.9%，较去年同期的25.0%有所增加。</p></li><li><p>净亏损为人民币7980.5万元，同比收窄94%。</p></li><li><p>经调整净利润为人民币2.36亿元，对比去年同期经调整净亏损为人民币8.63亿元。</p></li><li><p>2024年第三季度实现经营现金流为人民币22.26亿元，对比去年同期经营现金流流入为人民币2.77亿元。</p></li><li><p>日均活跃用户（日活用户）达1.073亿，而去年同期为1.028亿。</p></li></ul><p><strong>股份回购计划</strong></p><p>本公司今天宣佈，其董事会已授权一项股份回购计划，根据该计划，本公司可于未来24个月内回购不超过2亿美元的公开交易证券。本公司股东已于2024年6月28日举行的本公司股东周年大会上，根据香港上市规则批准授予董事会年度股份回购授权，该授权将有效至本公司下届股东周年大会为止，除非被撤销或更改。本公司亦计划于下届股东周年大会上取得股东批准股份回购授权。本公司建议的回购可能不时在公开市场以当时市价、私下协商交易、大宗交易及╱或其他法律允许的方式进行，视市况而定，并符合适用法律、规则及法规。本公司计划以现有现金结馀为回购提供资金。</p><p><strong>哔哩哔哩董事长兼CEO陈睿：</strong></p><p>这一季度，我们的社区指标和各项关键业务都保持了强劲的增长势头，我们的日活用户和月活用户分别创下1.07亿和3.48亿的新高。用户的日均使用时长也达到了新高的106分钟，较去年同期增加了6分钟。凭借我们蓬勃发展的社区和高活跃度的用户，我们有能力也有机会可以通过多元的商业化产品挖掘和释放出更大的用户价值。第三季度总营收达到人民币73.06亿元，同比增加了26%。特别是我们的移动游戏和广告业务营收分别同比增长了84%和28%。在我们持续提升商业化效率的不懈努力下，本季度，我们首次实现了非公认会计准则下的淨利润转正。这一里程碑仅仅是一个新的起点。展望未来，我们将继续提升商业化能力，同时强化社区生态，为所有合作伙伴带来长期价值。</p><p><strong>哔哩哔哩首席财务官樊欣：</strong></p><p>第三季度，在我们高毛利率的移动游戏和广告业务强劲增长的推动下，我们总营收实现了加速增长，同时毛利率显著提高。我们的毛利润同比大涨76%，毛利率从去年同期的25.0%大幅上升至34.9%。因此，我们实现了人民币2.72亿元的经调整经营利润，对比去年同期的经调整经营亏损为人民币7.55亿元。财务表现的显著改善，展现了我们商业模式的韧性以及社区所蕴含的巨大商业化潜力。我们将以此里程碑为新的起点，持续推动未来的可持续增长。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/175fbf5f75752267f2ac52ba7750f15a","relate_stocks":{"LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","BK4085":"互动家庭娱乐","SG9999003461.SGD":"United Asia Pacific Infrastructure SGD","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","BK1095":"互动媒体与服务","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","BILI":"哔哩哔哩","BK4566":"资本集团","BK4577":"网络游戏","BK1104":"互动家庭娱乐","BK4077":"互动媒体与服务","BK4526":"热门中概股","BK4588":"碎股","BK1587":"次新股","BK4503":"景林资产持仓","BK4505":"高瓴资本持仓","BK4510":"在线教育","09626":"哔哩哔哩-W","BK4504":"桥水持仓"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143322581","content_text":"11月14日，哔哩哔哩发布2024年第三季度业绩。财报显示，第三季度营收73.06亿元，上年同期为58.05亿元；净亏损7951.5万元，上年同期为亏损13.51亿元；经调整净利润为2.36亿元，上年同期为净亏损8.63亿元；每股亏损0.19元，上年同期每股亏损3.26元。财报发布后，哔哩哔哩美股盘前拉升，现涨超5%。2024年第三季度摘要：净营业额总额达人民币73.06亿元，同比增加26%。移动游戏营业额为人民币18.23亿元，同比增加84%。广告营业额为人民币20.94亿元，同比增加28%。毛利润为人民币25.47亿元，同比增加76%；毛利率达34.9%，较去年同期的25.0%有所增加。净亏损为人民币7980.5万元，同比收窄94%。经调整净利润为人民币2.36亿元，对比去年同期经调整净亏损为人民币8.63亿元。2024年第三季度实现经营现金流为人民币22.26亿元，对比去年同期经营现金流流入为人民币2.77亿元。日均活跃用户（日活用户）达1.073亿，而去年同期为1.028亿。股份回购计划本公司今天宣佈，其董事会已授权一项股份回购计划，根据该计划，本公司可于未来24个月内回购不超过2亿美元的公开交易证券。本公司股东已于2024年6月28日举行的本公司股东周年大会上，根据香港上市规则批准授予董事会年度股份回购授权，该授权将有效至本公司下届股东周年大会为止，除非被撤销或更改。本公司亦计划于下届股东周年大会上取得股东批准股份回购授权。本公司建议的回购可能不时在公开市场以当时市价、私下协商交易、大宗交易及╱或其他法律允许的方式进行，视市况而定，并符合适用法律、规则及法规。本公司计划以现有现金结馀为回购提供资金。哔哩哔哩董事长兼CEO陈睿：这一季度，我们的社区指标和各项关键业务都保持了强劲的增长势头，我们的日活用户和月活用户分别创下1.07亿和3.48亿的新高。用户的日均使用时长也达到了新高的106分钟，较去年同期增加了6分钟。凭借我们蓬勃发展的社区和高活跃度的用户，我们有能力也有机会可以通过多元的商业化产品挖掘和释放出更大的用户价值。第三季度总营收达到人民币73.06亿元，同比增加了26%。特别是我们的移动游戏和广告业务营收分别同比增长了84%和28%。在我们持续提升商业化效率的不懈努力下，本季度，我们首次实现了非公认会计准则下的淨利润转正。这一里程碑仅仅是一个新的起点。展望未来，我们将继续提升商业化能力，同时强化社区生态，为所有合作伙伴带来长期价值。哔哩哔哩首席财务官樊欣：第三季度，在我们高毛利率的移动游戏和广告业务强劲增长的推动下，我们总营收实现了加速增长，同时毛利率显著提高。我们的毛利润同比大涨76%，毛利率从去年同期的25.0%大幅上升至34.9%。因此，我们实现了人民币2.72亿元的经调整经营利润，对比去年同期的经调整经营亏损为人民币7.55亿元。财务表现的显著改善，展现了我们商业模式的韧性以及社区所蕴含的巨大商业化潜力。我们将以此里程碑为新的起点，持续推动未来的可持续增长。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1423,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3557304068319584","authorId":"3557304068319584","name":"幸运鑫","avatar":"https://static.tigerbbs.com/c2c167a1d2b281226f576fc525757e95","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3557304068319584","idStr":"3557304068319584"},"content":"通过 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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":5935,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":333781757239344,"gmtCreate":1722522730798,"gmtModify":1722522732373,"author":{"id":"3541241238708684","authorId":"3541241238708684","name":"hello123","avatar":"https://static.tigerbbs.com/e74b6b4068aac574aa06212fe21721a1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3541241238708684","idStr":"3541241238708684"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v> 没有一个人可以做空挣到钱，让空头的子弹再飞一会","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v> 没有一个人可以做空挣到钱，让空头的子弹再飞一会","text":"$蔚来(NIO)$ 没有一个人可以做空挣到钱，让空头的子弹再飞一会","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/333781757239344","isVote":1,"tweetType":1,"viewCount":2736,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3473997100912926","authorId":"3473997100912926","name":"凌晨12点","avatar":"https://static.tigerbbs.com/6ef7a155d31e9575811bd4bb306c025e","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3473997100912926","idStr":"3473997100912926"},"content":"飞了好几年了[开心]","text":"飞了好几年了[开心]","html":"飞了好几年了[开心]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":295655666458712,"gmtCreate":1713190560639,"gmtModify":1713190562018,"author":{"id":"3541241238708684","authorId":"3541241238708684","name":"hello123","avatar":"https://static.tigerbbs.com/e74b6b4068aac574aa06212fe21721a1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3541241238708684","idStr":"3541241238708684"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v>专门做空中国有技术的汽车公司，就看大伙能否坚持住了，进行绝地反攻","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v>专门做空中国有技术的汽车公司，就看大伙能否坚持住了，进行绝地反攻","text":"$蔚来(NIO)$ 专门做空中国有技术的汽车公司，就看大伙能否坚持住了，进行绝地反攻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/295655666458712","isVote":1,"tweetType":1,"viewCount":2039,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":253463473107008,"gmtCreate":1702898598328,"gmtModify":1702898600020,"author":{"id":"3541241238708684","authorId":"3541241238708684","name":"hello123","avatar":"https://static.tigerbbs.com/e74b6b4068aac574aa06212fe21721a1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3541241238708684","idStr":"3541241238708684"},"themes":[],"htmlText":"黑子们，赶紧出来想点黑料啊，不然来不及了&nbsp;","listText":"黑子们，赶紧出来想点黑料啊，不然来不及了&nbsp;","text":"黑子们，赶紧出来想点黑料啊，不然来不及了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/253463473107008","repostId":"1168874452","repostType":2,"repost":{"id":"1168874452","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":{},"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":640,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":249184294396032,"gmtCreate":1701875705067,"gmtModify":1701875707280,"author":{"id":"3541241238708684","authorId":"3541241238708684","name":"hello123","avatar":"https://static.tigerbbs.com/e74b6b4068aac574aa06212fe21721a1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3541241238708684","idStr":"3541241238708684"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/253405562081531\">@yadiking</a>:你又知道了//<a href=\"https://laohu8.com/U/253405562081531\">@yadiking</a>:未来这一年，蔚来绝无可能扛过去","listText":"Replying to <a href=\"https://laohu8.com/U/253405562081531\">@yadiking</a>:你又知道了//<a href=\"https://laohu8.com/U/253405562081531\">@yadiking</a>:未来这一年，蔚来绝无可能扛过去","text":"Replying to @yadiking:你又知道了//@yadiking:未来这一年，蔚来绝无可能扛过去","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/249184294396032","repostId":"249145263661280","repostType":1,"repost":{"id":249145263661280,"gmtCreate":1701866179259,"gmtModify":1701866181204,"author":{"id":"3513050245441211","authorId":"3513050245441211","name":"倾听秋语","avatar":"https://static.tigerbbs.com/52120d71b0f8b83456b56f3491a6261c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3513050245441211","idStr":"3513050245441211"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a><v-v data-views=\"0\"></v-v>我相信蔚来是一家有伟大梦想的公司，有情怀的公司。长远来看，如果能挺过这波新能源的大浪淘沙，未来会成为中国车企的新秀。但是这一年，估计是很低迷的。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a><v-v 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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":1241,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"253405562081531","authorId":"253405562081531","name":"yadiking","avatar":"https://static.tigerbbs.com/db24e03da104ffc0ee19c4e35f5c065c","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"253405562081531","idStr":"253405562081531"},"content":"那明年让我们拭目以待吧","text":"那明年让我们拭目以待吧","html":"那明年让我们拭目以待吧"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":236478365859864,"gmtCreate":1698766857709,"gmtModify":1698766858680,"author":{"id":"3541241238708684","authorId":"3541241238708684","name":"hello123","avatar":"https://static.tigerbbs.com/e74b6b4068aac574aa06212fe21721a1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3541241238708684","idStr":"3541241238708684"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v>坚定看好","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v>坚定看好","text":"$蔚来(NIO)$ 坚定看好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/236478365859864","isVote":1,"tweetType":1,"viewCount":326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":258951488880720,"gmtCreate":1704250677922,"gmtModify":1704250679761,"author":{"id":"3541241238708684","authorId":"3541241238708684","name":"hello123","avatar":"https://static.tigerbbs.com/e74b6b4068aac574aa06212fe21721a1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3541241238708684","idStr":"3541241238708684"},"themes":[],"htmlText":"确实是一家务实，以清洁能源+汽车研发技术为驱动的公司，持续看好，“蔚来”可期","listText":"确实是一家务实，以清洁能源+汽车研发技术为驱动的公司，持续看好，“蔚来”可期","text":"确实是一家务实，以清洁能源+汽车研发技术为驱动的公司，持续看好，“蔚来”可期","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/258951488880720","repostId":"2400816390","repostType":2,"repost":{"id":"2400816390","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":{},"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":1648,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":361439838847080,"gmtCreate":1729260781192,"gmtModify":1729260782705,"author":{"id":"3541241238708684","authorId":"3541241238708684","name":"hello123","avatar":"https://static.tigerbbs.com/e74b6b4068aac574aa06212fe21721a1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3541241238708684","idStr":"3541241238708684"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a> 小鹏市值马上超过咯","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a> 小鹏市值马上超过咯","text":"$蔚来(NIO)$ 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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":288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316107577241696,"gmtCreate":1718201467738,"gmtModify":1718201469015,"author":{"id":"3541241238708684","authorId":"3541241238708684","name":"hello123","avatar":"https://static.tigerbbs.com/e74b6b4068aac574aa06212fe21721a1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3541241238708684","idStr":"3541241238708684"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ZK\">$极氪(ZK)$ &nbsp;</a>这波机构666，洗了多少出去","listText":"<a href=\"https://laohu8.com/S/ZK\">$极氪(ZK)$ &nbsp;</a>这波机构666，洗了多少出去","text":"$极氪(ZK)$ 这波机构666，洗了多少出去","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316107577241696","isVote":1,"tweetType":1,"viewCount":1379,"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":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3541241238708684","idStr":"3541241238708684"},"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":884,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":252489749848072,"gmtCreate":1702651150313,"gmtModify":1702651151984,"author":{"id":"3541241238708684","authorId":"3541241238708684","name":"hello123","avatar":"https://static.tigerbbs.com/e74b6b4068aac574aa06212fe21721a1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3541241238708684","idStr":"3541241238708684"},"themes":[],"htmlText":"哈哈，空头坐不住了","listText":"哈哈，空头坐不住了","text":"哈哈，空头坐不住了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/252489749848072","repostId":"2391671306","repostType":2,"repost":{"id":"2391671306","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":{"LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4526":"热门中概股","BK4588":"碎股","BK4574":"无人驾驶","09866":"蔚来-SW","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","BK4532":"文艺复兴科技持仓","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4531":"中概回港概念","NIO.SI":"蔚来","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","BK4555":"新能源车","BK4509":"腾讯概念","NIO":"蔚来"},"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":420,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}