jammyXP的个人主页 - 老虎社区

jammyXP

jammyXP

暂无个人介绍

IP属地：海外

47关注

42粉丝

1主题

0勋章

08-02

我开仓了$UVXY 20240809 45.0 CALL$ ,来看看我最新分享的订单！

08-02

我开仓了5手$UVXY 20240809 50.0 CALL$ ,来看看我最新分享的订单！

06-25

药丸？

美团拟发债融资10亿美元，但与京东、阿里采取不同模式

06-14

啊？

06-01

笑晕了家人们

蔚来：当前流出的5月交付量不属实

04-12

还不是他自己把生产链带过来让人偷的活该

抱歉，原内容已删除

2023-11-13

又要降息了

抱歉，原内容已删除

2023-08-22

“现在往后，继续明显调降5年LPR，当前可谓已经弊大于利。没有做这个，但支持城中村改造，支持地方一揽子化债，都比降LPR厉害得多。”这特么是人话？？？？

半夏投资李蓓：点赞中国央行，加仓中国股票

2023-05-23

美国人说你好话是重大利好美国人说你坏话是rh，结论，不存在任何利空，但是，股价下跌[财迷]

抱歉，原内容已删除

2023-05-09

几星？

抱歉，原内容已删除

2023-01-06

我去年6月提的modely立亏四万[流泪]

杀疯了！特斯拉降到历史最低价，意欲何为？

2022-10-18

先看自己的股价

李斌：特斯拉如果不改进产品和服务，很快会被市场淘汰

2022-06-09

骗一个是一个

抱歉，原内容已删除

2022-04-01

看来卖车是不赚钱了

抱歉，原内容已删除

2021-12-31

哈哈哈

抱歉，原内容已删除

2021-12-21

好文

抱歉，原内容已删除

2021-12-20

特斯拉有什么坏消息吗？

抱歉，原内容已删除

2021-12-17

？这个号怎么拉黑

抱歉，原内容已删除

2021-12-09

互联网高歌猛进的时代结束了。☝️好事

抱歉，原内容已删除

2021-12-06

$蔚来(NIO)$为何沦落到三家里最弱？

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":3545213619877372,"uuid":"3545213619877372","gmtCreate":1582119630396,"gmtModify":1583551426796,"name":"jammyXP","pinyin":"jammyxp","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/e0c704fef7ac2a8deec2325a443b74e0","hat":"https://static.tigerbbs.com/acebb9722806729a38c10fe7cde46b94","hatId":"nio_head_frame","hatName":"蔚来头像框","vip":1,"status":2,"fanSize":42,"headSize":47,"tweetSize":231,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":1,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.03.30","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"35ec162348d5460f88c959321e554969-2","templateUuid":"35ec162348d5460f88c959321e554969","name":"宗师交易员","description":"证券或期货账户累计交易次数达到100次","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.01.23","exceedPercentage":"80.17%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"228c86a078844d74991fff2b7ab2428d-2","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资总监虎","description":"证券账户累计交易金额达到30万美元","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"80.59%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":7,"crmLevelSwitch":0,"location":"海外","starInvestorFollowerNum":13,"starInvestorFlag":true,"starInvestorOrderShareNum":2,"subscribeStarInvestorNum":15,"ror":-49.39,"winRationPercentage":65.454545,"showRor":true,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":333829847007272,"gmtCreate":1722534403073,"gmtModify":1722609926978,"author":{"id":"3545213619877372","authorId":"3545213619877372","authorIdStr":"3545213619877372","name":"jammyXP","avatar":"https://static.tigerbbs.com/e0c704fef7ac2a8deec2325a443b74e0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/OPT/UVXY 20240809 45.0 CALL\">$UVXY 20240809 45.0 CALL$&nbsp;</a>,来看看我最新分享的订单！","listText":"我开仓了<a href=\"https://laohu8.com/OPT/UVXY 20240809 45.0 CALL\">$UVXY 20240809 45.0 CALL$&nbsp;</a>,来看看我最新分享的订单！","text":"我开仓了$UVXY 20240809 45.0 CALL$ ,来看看我最新分享的订单！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/333829847007272","isVote":1,"tweetType":1,"viewCount":617,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":333827348406416,"gmtCreate":1722533760053,"gmtModify":1722609026395,"author":{"id":"3545213619877372","authorId":"3545213619877372","authorIdStr":"3545213619877372","name":"jammyXP","avatar":"https://static.tigerbbs.com/e0c704fef7ac2a8deec2325a443b74e0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"我开仓了5手<a href=\"https://laohu8.com/OPT/UVXY 20240809 50.0 CALL\">$UVXY 20240809 50.0 CALL$&nbsp;</a>,来看看我最新分享的订单！","listText":"我开仓了5手<a href=\"https://laohu8.com/OPT/UVXY 20240809 50.0 CALL\">$UVXY 20240809 50.0 CALL$&nbsp;</a>,来看看我最新分享的订单！","text":"我开仓了5手$UVXY 20240809 50.0 CALL$ ,来看看我最新分享的订单！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/333827348406416","isVote":1,"tweetType":1,"viewCount":262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":320674840764600,"gmtCreate":1719312964717,"gmtModify":1719312966448,"author":{"id":"3545213619877372","authorId":"3545213619877372","authorIdStr":"3545213619877372","name":"jammyXP","avatar":"https://static.tigerbbs.com/e0c704fef7ac2a8deec2325a443b74e0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"药丸？","listText":"药丸？","text":"药丸？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/320674840764600","repostId":"2446131958","repostType":2,"repost":{"id":"2446131958","pubTimestamp":1719310374,"share":"https://www.laohu8.com/m/news/2446131958?lang=&edition=full","pubTime":"2024-06-25 18:12","market":"hk","language":"zh","title":"美团拟发债融资10亿美元，但与京东、阿里采取不同模式","url":"https://stock-news.laohu8.com/highlight/detail?id=2446131958","media":"凤凰网科技","summary":"该公司正寻求偿还部分现有债务，并为其扩张提供资金。","content":"<html><head></head><body><p>凤凰网科技讯 北京时间6月25日，知情人士称，美团正考虑在今年通过发行债券筹集资金。眼下，该公司正寻求偿还部分现有债务，并为其扩张提供资金。</p><p><strong>据知情人士透露，美团正与投资银行合作，为发行债券做准备，规模可能超过10亿美元。</strong>虽然<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>集团、<a href=\"https://laohu8.com/S/JD\">京东</a>等其他科技巨头最近都选择了发行可转换债券，但美团更倾向于进行常规债券发行。</p><p>美团此次债券发行所得资金可能用于补充营运资金，偿还明年到期的部分债券，并为发展提供资金。知情人士称，有关债券发行的考虑仍处于初期阶段，包括债券规模和期限在内的条款正在讨论中，可能会有变化。<strong>彭博社编制的数据显示，美团目前拥有一笔2025年10月到期、票面利率为2.125%的7.5亿美元债券。</strong></p><p>截至发稿，美团尚未就此置评。(作者/箫雨)</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a5b933ae15124cce83f7d62b9a8201a1\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","source":"ifeng_tech","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美团拟发债融资10亿美元，但与京东、阿里采取不同模式</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美团拟发债融资10亿美元，但与京东、阿里采取不同模式\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-25 18:12 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8ahs2PGPRPj><strong>凤凰网科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>凤凰网科技讯 北京时间6月25日，知情人士称，美团正考虑在今年通过发行债券筹集资金。眼下，该公司正寻求偿还部分现有债务，并为其扩张提供资金。据知情人士透露，美团正与投资银行合作，为发行债券做准备，规模可能超过10亿美元。虽然阿里巴巴集团、京东等其他科技巨头最近都选择了发行可转换债券，但美团更倾向于进行常规债券发行。美团此次债券发行所得资金可能用于补充营运资金，偿还明年到期的部分债券，并为发展提供...</p>\n\n<a href=\"https://tech.ifeng.com/c/8ahs2PGPRPj\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e1238455e09ac8d1135014cb37eb0f4d","relate_stocks":{"03690":"美团-W"},"source_url":"https://tech.ifeng.com/c/8ahs2PGPRPj","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2446131958","content_text":"凤凰网科技讯 北京时间6月25日，知情人士称，美团正考虑在今年通过发行债券筹集资金。眼下，该公司正寻求偿还部分现有债务，并为其扩张提供资金。据知情人士透露，美团正与投资银行合作，为发行债券做准备，规模可能超过10亿美元。虽然阿里巴巴集团、京东等其他科技巨头最近都选择了发行可转换债券，但美团更倾向于进行常规债券发行。美团此次债券发行所得资金可能用于补充营运资金，偿还明年到期的部分债券，并为发展提供资金。知情人士称，有关债券发行的考虑仍处于初期阶段，包括债券规模和期限在内的条款正在讨论中，可能会有变化。彭博社编制的数据显示，美团目前拥有一笔2025年10月到期、票面利率为2.125%的7.5亿美元债券。截至发稿，美团尚未就此置评。(作者/箫雨)","news_type":1},"isVote":1,"tweetType":1,"viewCount":332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316786584252728,"gmtCreate":1718358876777,"gmtModify":1718358878537,"author":{"id":"3545213619877372","authorId":"3545213619877372","authorIdStr":"3545213619877372","name":"jammyXP","avatar":"https://static.tigerbbs.com/e0c704fef7ac2a8deec2325a443b74e0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"啊？","listText":"啊？","text":"啊？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316786584252728","isVote":1,"tweetType":1,"viewCount":956,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":312111279444280,"gmtCreate":1717233179555,"gmtModify":1717233181276,"author":{"id":"3545213619877372","authorId":"3545213619877372","authorIdStr":"3545213619877372","name":"jammyXP","avatar":"https://static.tigerbbs.com/e0c704fef7ac2a8deec2325a443b74e0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"笑晕了家人们","listText":"笑晕了家人们","text":"笑晕了家人们","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/312111279444280","repostId":"1142566528","repostType":2,"repost":{"id":"1142566528","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":1717233125,"share":"https://www.laohu8.com/m/news/1142566528?lang=&edition=full","pubTime":"2024-06-01 17:12","market":"us","language":"zh","title":"蔚来：当前流出的5月交付量不属实","url":"https://stock-news.laohu8.com/highlight/detail?id=1142566528","media":"老虎资讯综合","summary":"6月1日讯，蔚来透露当前流出的5月交付量不属实，系行业人士杜撰。蔚来将随后发布真实交付量的具体数据。此前有媒体报道， 蔚来汽车在2024年的5月创造了新的里程碑：该月交付了20760辆汽车，刷新了公司","content":"<p>6月1日讯，蔚来透露当前流出的5月交付量不属实，系行业人士杜撰。蔚来将随后发布真实交付量的具体数据。</p><p>此前有媒体报道， 蔚来汽车在2024年的5月创造了新的里程碑：该月交付了20760辆汽车，刷新了公司的月度交付记录。其中，ES6车型以7995辆的交付量领先，ET5T车型也表现出色，交付了4898辆，而EC6和ET5分别交付了2841辆和2633辆。此外，ES8、ET7以及EC7和ES7的交付量分别为976辆、970辆和467辆。</p>","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：当前流出的5月交付量不属实</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n蔚来：当前流出的5月交付量不属实\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\">2024-06-01 17:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>6月1日讯，蔚来透露当前流出的5月交付量不属实，系行业人士杜撰。蔚来将随后发布真实交付量的具体数据。</p><p>此前有媒体报道， 蔚来汽车在2024年的5月创造了新的里程碑：该月交付了20760辆汽车，刷新了公司的月度交付记录。其中，ES6车型以7995辆的交付量领先，ET5T车型也表现出色，交付了4898辆，而EC6和ET5分别交付了2841辆和2633辆。此外，ES8、ET7以及EC7和ES7的交付量分别为976辆、970辆和467辆。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a3b92523152bd36c422721756606e549","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142566528","content_text":"6月1日讯，蔚来透露当前流出的5月交付量不属实，系行业人士杜撰。蔚来将随后发布真实交付量的具体数据。此前有媒体报道， 蔚来汽车在2024年的5月创造了新的里程碑：该月交付了20760辆汽车，刷新了公司的月度交付记录。其中，ES6车型以7995辆的交付量领先，ET5T车型也表现出色，交付了4898辆，而EC6和ET5分别交付了2841辆和2633辆。此外，ES8、ET7以及EC7和ES7的交付量分别为976辆、970辆和467辆。","news_type":1},"isVote":1,"tweetType":1,"viewCount":340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":294365059928256,"gmtCreate":1712889601891,"gmtModify":1712889603656,"author":{"id":"3545213619877372","authorId":"3545213619877372","authorIdStr":"3545213619877372","name":"jammyXP","avatar":"https://static.tigerbbs.com/e0c704fef7ac2a8deec2325a443b74e0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"还不是他自己把生产链带过来让人偷的 活该","listText":"还不是他自己把生产链带过来让人偷的 活该","text":"还不是他自己把生产链带过来让人偷的 活该","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/294365059928256","repostId":"1158970001","repostType":2,"isVote":1,"tweetType":1,"viewCount":687,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":241047281885376,"gmtCreate":1699870158454,"gmtModify":1699870160526,"author":{"id":"3545213619877372","authorId":"3545213619877372","authorIdStr":"3545213619877372","name":"jammyXP","avatar":"https://static.tigerbbs.com/e0c704fef7ac2a8deec2325a443b74e0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"又要降息了","listText":"又要降息了","text":"又要降息了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/241047281885376","repostId":"1128566123","repostType":2,"isVote":1,"tweetType":1,"viewCount":708,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":211554683437264,"gmtCreate":1692680052044,"gmtModify":1692681405562,"author":{"id":"3545213619877372","authorId":"3545213619877372","authorIdStr":"3545213619877372","name":"jammyXP","avatar":"https://static.tigerbbs.com/e0c704fef7ac2a8deec2325a443b74e0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"“现在往后，继续明显调降5年LPR，当前可谓已经弊大于利。没有做这个，但支持城中村改造，支持地方一揽子化债，都比降LPR厉害得多。”这特么是人话？？？？","listText":"“现在往后，继续明显调降5年LPR，当前可谓已经弊大于利。没有做这个，但支持城中村改造，支持地方一揽子化债，都比降LPR厉害得多。”这特么是人话？？？？","text":"“现在往后，继续明显调降5年LPR，当前可谓已经弊大于利。没有做这个，但支持城中村改造，支持地方一揽子化债，都比降LPR厉害得多。”这特么是人话？？？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/211554683437264","repostId":"1163499399","repostType":2,"repost":{"id":"1163499399","weMediaInfo":{"introduction":"中国大陆领先的金融数据、信息和软件服务企业，总部位于上海陆家嘴金融中心。","home_visible":1,"media_name":"Wind万得","id":"99","head_image":"https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68"},"pubTimestamp":1692632269,"share":"https://www.laohu8.com/m/news/1163499399?lang=&edition=full","pubTime":"2023-08-21 23:37","market":"sh","language":"zh","title":"半夏投资李蓓：点赞中国央行，加仓中国股票","url":"https://stock-news.laohu8.com/highlight/detail?id=1163499399","media":"Wind万得","summary":"中国，利率已经新低，盈利已然企稳，股票资产的性价比格外凸显。","content":"<html><head></head><body><p>2023年8月21日晚间，人称“私募魔女”的半夏投资李蓓发文表示，今天早上，央行公布了新的一期LPR利率。1年的LPR下调10bp，五年的LPR没有下调，对此，市场大多是对央行的批评和失望，股票市场的反应也是消极的。</p><p style=\"text-align: justify;\">客观地说，思考之后，<strong>我觉得央行最近的政策组合是非常巧妙的。比我之前能想到的组合方案要好不少。</strong></p><p style=\"text-align: justify;\">因为，最近几天还有另外几件事情。</p><p style=\"text-align: justify;\">第一，根据财新报道，央行会参予一揽子的地方政府化债方案。</p><p style=\"text-align: justify;\">“化债的流动性增量仍有赖于央⾏。据多⽅了解，央⾏或将设⽴应急流动性⾦融⼯具（SPV），由主要银⾏参与，通过这⼀⼯具给地⽅城投提供流动性，利率较低，期限较⻓。”</p><p style=\"text-align: justify;\">这不就是市场最想要的“QE”吗？</p><p style=\"text-align: justify;\">对此，信用债市场已经有了很大的反应，一直被担心的天津城投，利率近期大幅下降。</p><p style=\"text-align: justify;\">第二，据中国人民银行官方微信，中国人民银行、金融监管总局、中国证监会联合召开支持实体经济和防范化解金融风险电视会议。</p><p style=\"text-align: justify;\">会议强调：</p><p style=\"text-align: justify;\">“要注意挖掘新的信贷增长点，积极推动城中村改造。”</p><p style=\"text-align: justify;\">根据目前多个城市已经出炉的方案，新的这轮城中村改造有2个特点：</p><p style=\"text-align: justify;\">1，几乎都是大拆大建，成片拆除，净地出让。</p><p style=\"text-align: justify;\">2，大部分都是货币化安置。</p><p style=\"text-align: justify;\">加上央行推动和支撑，这不就是市场最想要的“棚改2.0”吗？</p><p style=\"text-align: justify;\">参考曾经的棚改，可以想见这轮城中村改造的效果。</p><p style=\"text-align: justify;\">但即便什么政策都没有，地产自己也会企稳的。最新的7月，季调后年化的住宅销售，只有8亿多平米，相对长期可持续的10亿平米水平，已经超调，本身中期就有回归正常的动力。</p><p style=\"text-align: justify;\">其实，一片悲观中，地产自己已经开始悄然企稳。最领先的指标，<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>的经纪人预期指数，已经连续5周回升，并且回到了荣枯线50。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/904461ac74a53281446921e3aaec4d14\" title=\"\" tg-width=\"796\" tg-height=\"260\"/></p><p style=\"text-align: justify;\">回到央行的政策，5年lpr降10个bp，对地产的景气度来说，没有本质性的效果。除非降100个bp，但降100个bp，考虑到国内银行体系已经历史最低的息差，是银行系统不可承受的。</p><p style=\"text-align: justify;\">在当前水平，央行需要维持银行的利润相对稳定。因为银行体系的稳定健康是经济正常运转的根本，是经济正常衰退不至于滑落到金融危机的底线。</p><p style=\"text-align: justify;\">现在往后，继续明显调降5年LPR，当前可谓已经弊大于利。没有做这个，但支持城中村改造，支持地方一揽子化债，都比降LPR厉害得多。</p><p style=\"text-align: justify;\">中国央行没有简单的动或者不动政策利率，而是政策利率做陡峭化，降低存款利率，MLF利率，1年LPR利率，维持5年LPR利率稳定。既降低了地方政府的融资成本，降低了银行的负债成本，又维持了银行的息差和利润相对稳定。</p><p style=\"text-align: justify;\">对于地产，推动城中村改造；</p><p style=\"text-align: justify;\">对于地方债务，设立SPV提供流动性。</p><p style=\"text-align: justify;\">这样的政策组合，其实是很巧妙很全面的，很是需要费一番心思，并需要很高的智慧。</p><p style=\"text-align: justify;\">中国的央行，是世界上面临最多目标与约束的央行。既要维护物价稳定，汇率稳定，又要维护金融体系的健康稳定；要对经济增长负责，还需要结构性的支持薄弱环节和新兴产业。</p><p style=\"text-align: justify;\">中国央行的官员，领着世界主要国家央行官员里面最低的薪酬，干着最困难的事情，而且一直以来勤勉敬业，干得好于绝大部分其它国家的同行。</p><p style=\"text-align: justify;\">美国监管放任银行资产负债错配多年，以至于硅谷银行倒闭这种事情，在中国是不可能发生的。美国央行持续误判通胀形势两年，后知后觉下猛药这种事情，在中国也是不可能发生的。</p><p style=\"text-align: justify;\">最近外资被中融信托等爆雷吓得不轻，一些人说这是中国影子银行的雷曼时刻。其实早在2013年，中国央行和金融监管就关注到风险开始压缩影子银行，控制和隔离风险，此类信托产品的规模早已持续收缩若干年。中植系的爆雷，根本不是风险的开始，而是这轮影子银行体系调整的收尾。</p><p style=\"text-align: justify;\">至于股票市场，最近几周ETF大幅净申购，大小非减持减少，IPO和融资减量，融资融券平稳，外资是最主要的卖出力量，是市场近期下跌的主要原因。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1fe9553e3522d4cc107424f3407bad87\" title=\"\" tg-width=\"796\" tg-height=\"672\"/></p><p style=\"text-align: justify;\">外资，近两年他们的表现已经充分说明了：合起来看，就是一群无头苍蝇，对中国股票市场，主要起到了搅屎棍的效果。</p><p style=\"text-align: justify;\">过去三次外资集中卖出的高潮，一次是在俄乌战争期间，一次是在二十大前后，还有一次就是现在。之前2次，都是市场的阶段性大底部。而他们买的最踊跃的是今年年初，今年指数的最高点，外资远比国内的资金狂热。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/081087abc9fcc5b8e58ad75be8660238\" title=\"\" tg-width=\"796\" tg-height=\"706\"/></p><p style=\"text-align: justify;\">由此可见，首先，他们根本就没有节操，去年十一月份还在说，中国是大号俄罗斯，仅仅过了两个月，就变成了中国引领2023年全球经济复苏。再过了半年，又变成中国迎来雷曼时刻。</p><p style=\"text-align: justify;\">再然后，他们也没有判断力，大的节奏基本都是错的。除了加剧市场的波动，并没有起到什么积极的效果。</p><p style=\"text-align: justify;\">但是合起来看，虽然外资总体非常看空，中国现在做空中国股票是仅次于做多美国科技公司的第二大拥挤交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f31429dd44bfd35f123b6d2a5d616607\" title=\"\" tg-width=\"632\" tg-height=\"403\"/></p><p style=\"text-align: left;\">但北向流入的余额今年以来并没有下降，只是走平。这背后是全球流动性的增加，全球资产管理大盘子的增长，即便持续加码低配中国，配置的资金绝对水平中期也难以明显下降。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3dc60ada88ce7f5c306479d1bdfc1890\" title=\"\" tg-width=\"796\" tg-height=\"686\"/></p><p style=\"text-align: justify;\">回到国内，我们的货币增速，至今保持了10%的增长。综合的广谱利率已经创出了历史最低。尤其是曾经的影子银行体系可以提供的高息固定收益产品，随着中植系的暴雷，基本上已经完全消灭掉。</p><p style=\"text-align: justify;\">这就使得本轮市场底部，出现了一个往轮市场底部不一样的特征，我们看到，即便市场总体的风险偏好非常低，即便股票基金的赚钱效应同样非常差甚至更差，股票基金的份额依然维持了增长。而前几轮都是大幅负增长。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/74f6d3dc31058162fe3440da777f3d0d\" title=\"\" tg-width=\"796\" tg-height=\"688\"/></p><p style=\"text-align: justify;\">这其实，就体现了广义流动性对股票市场的支撑作用，低利率对股票市场的支撑作用。</p><p style=\"text-align: justify;\">中国有自己的问题，但每个国家都有他的问题。</p><p style=\"text-align: justify;\">印度的低效率和腐败没有阻止它的股票长期上涨，欧洲的人口问题和产业竞争力下滑也没有阻止它的股票长期上涨。因为1970年以后，就进入了全球信用货币的大时代，货币的超发就是长期不可避免的，地域上此起彼伏，时间上周期波动，但长期的结果就是超发。</p><p style=\"text-align: justify;\">我们的央行如此希望洁身自好，非常努力的希望保持正常的利率曲线，一直不希望跟着欧美央行做QE。现在也免不了要参与地方政府的一揽子化债，免不了要推动城中村改造，也就是，免不了要出来多发货币。</p><p style=\"text-align: justify;\">因为困难到一定程度，发货币总会是最小阻力的方向，央行总是不可不免被赋予重任。于是，现金的长期贬值是不可避免的。股票，是不多的能够长期战胜通胀，保值财富的资产之一。</p><p style=\"text-align: justify;\">我在此前的2篇文章，曾经反复分析过中国企业本轮竞争力的提升，盈利能力中长期改善的前景。尤其中国制造业企业全球份额的提升，成本的下行，驱动沪深300的利润今年以来已经企稳实现正增长。</p><p style=\"text-align: justify;\">站在此刻，站在中国，利率已经新低，盈利已然企稳，股票资产的性价比格外凸显。</p><p style=\"text-align: justify;\">并且，以央行最近的一揽子政策来看，以外资最近2周恐慌失望的程度来看，很可能就是又送给大家一个好的买点。</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>半夏投资李蓓：点赞中国央行，加仓中国股票</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半夏投资李蓓：点赞中国央行，加仓中国股票\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/99\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time\">2023-08-21 23:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2023年8月21日晚间，人称“私募魔女”的半夏投资李蓓发文表示，今天早上，央行公布了新的一期LPR利率。1年的LPR下调10bp，五年的LPR没有下调，对此，市场大多是对央行的批评和失望，股票市场的反应也是消极的。</p><p style=\"text-align: justify;\">客观地说，思考之后，<strong>我觉得央行最近的政策组合是非常巧妙的。比我之前能想到的组合方案要好不少。</strong></p><p style=\"text-align: justify;\">因为，最近几天还有另外几件事情。</p><p style=\"text-align: justify;\">第一，根据财新报道，央行会参予一揽子的地方政府化债方案。</p><p style=\"text-align: justify;\">“化债的流动性增量仍有赖于央⾏。据多⽅了解，央⾏或将设⽴应急流动性⾦融⼯具（SPV），由主要银⾏参与，通过这⼀⼯具给地⽅城投提供流动性，利率较低，期限较⻓。”</p><p style=\"text-align: justify;\">这不就是市场最想要的“QE”吗？</p><p style=\"text-align: justify;\">对此，信用债市场已经有了很大的反应，一直被担心的天津城投，利率近期大幅下降。</p><p style=\"text-align: justify;\">第二，据中国人民银行官方微信，中国人民银行、金融监管总局、中国证监会联合召开支持实体经济和防范化解金融风险电视会议。</p><p style=\"text-align: justify;\">会议强调：</p><p style=\"text-align: justify;\">“要注意挖掘新的信贷增长点，积极推动城中村改造。”</p><p style=\"text-align: justify;\">根据目前多个城市已经出炉的方案，新的这轮城中村改造有2个特点：</p><p style=\"text-align: justify;\">1，几乎都是大拆大建，成片拆除，净地出让。</p><p style=\"text-align: justify;\">2，大部分都是货币化安置。</p><p style=\"text-align: justify;\">加上央行推动和支撑，这不就是市场最想要的“棚改2.0”吗？</p><p style=\"text-align: justify;\">参考曾经的棚改，可以想见这轮城中村改造的效果。</p><p style=\"text-align: justify;\">但即便什么政策都没有，地产自己也会企稳的。最新的7月，季调后年化的住宅销售，只有8亿多平米，相对长期可持续的10亿平米水平，已经超调，本身中期就有回归正常的动力。</p><p style=\"text-align: justify;\">其实，一片悲观中，地产自己已经开始悄然企稳。最领先的指标，<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>的经纪人预期指数，已经连续5周回升，并且回到了荣枯线50。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/904461ac74a53281446921e3aaec4d14\" title=\"\" tg-width=\"796\" tg-height=\"260\"/></p><p style=\"text-align: justify;\">回到央行的政策，5年lpr降10个bp，对地产的景气度来说，没有本质性的效果。除非降100个bp，但降100个bp，考虑到国内银行体系已经历史最低的息差，是银行系统不可承受的。</p><p style=\"text-align: justify;\">在当前水平，央行需要维持银行的利润相对稳定。因为银行体系的稳定健康是经济正常运转的根本，是经济正常衰退不至于滑落到金融危机的底线。</p><p style=\"text-align: justify;\">现在往后，继续明显调降5年LPR，当前可谓已经弊大于利。没有做这个，但支持城中村改造，支持地方一揽子化债，都比降LPR厉害得多。</p><p style=\"text-align: justify;\">中国央行没有简单的动或者不动政策利率，而是政策利率做陡峭化，降低存款利率，MLF利率，1年LPR利率，维持5年LPR利率稳定。既降低了地方政府的融资成本，降低了银行的负债成本，又维持了银行的息差和利润相对稳定。</p><p style=\"text-align: justify;\">对于地产，推动城中村改造；</p><p style=\"text-align: justify;\">对于地方债务，设立SPV提供流动性。</p><p style=\"text-align: justify;\">这样的政策组合，其实是很巧妙很全面的，很是需要费一番心思，并需要很高的智慧。</p><p style=\"text-align: justify;\">中国的央行，是世界上面临最多目标与约束的央行。既要维护物价稳定，汇率稳定，又要维护金融体系的健康稳定；要对经济增长负责，还需要结构性的支持薄弱环节和新兴产业。</p><p style=\"text-align: justify;\">中国央行的官员，领着世界主要国家央行官员里面最低的薪酬，干着最困难的事情，而且一直以来勤勉敬业，干得好于绝大部分其它国家的同行。</p><p style=\"text-align: justify;\">美国监管放任银行资产负债错配多年，以至于硅谷银行倒闭这种事情，在中国是不可能发生的。美国央行持续误判通胀形势两年，后知后觉下猛药这种事情，在中国也是不可能发生的。</p><p style=\"text-align: justify;\">最近外资被中融信托等爆雷吓得不轻，一些人说这是中国影子银行的雷曼时刻。其实早在2013年，中国央行和金融监管就关注到风险开始压缩影子银行，控制和隔离风险，此类信托产品的规模早已持续收缩若干年。中植系的爆雷，根本不是风险的开始，而是这轮影子银行体系调整的收尾。</p><p style=\"text-align: justify;\">至于股票市场，最近几周ETF大幅净申购，大小非减持减少，IPO和融资减量，融资融券平稳，外资是最主要的卖出力量，是市场近期下跌的主要原因。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1fe9553e3522d4cc107424f3407bad87\" title=\"\" tg-width=\"796\" tg-height=\"672\"/></p><p style=\"text-align: justify;\">外资，近两年他们的表现已经充分说明了：合起来看，就是一群无头苍蝇，对中国股票市场，主要起到了搅屎棍的效果。</p><p style=\"text-align: justify;\">过去三次外资集中卖出的高潮，一次是在俄乌战争期间，一次是在二十大前后，还有一次就是现在。之前2次，都是市场的阶段性大底部。而他们买的最踊跃的是今年年初，今年指数的最高点，外资远比国内的资金狂热。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/081087abc9fcc5b8e58ad75be8660238\" title=\"\" tg-width=\"796\" tg-height=\"706\"/></p><p style=\"text-align: justify;\">由此可见，首先，他们根本就没有节操，去年十一月份还在说，中国是大号俄罗斯，仅仅过了两个月，就变成了中国引领2023年全球经济复苏。再过了半年，又变成中国迎来雷曼时刻。</p><p style=\"text-align: justify;\">再然后，他们也没有判断力，大的节奏基本都是错的。除了加剧市场的波动，并没有起到什么积极的效果。</p><p style=\"text-align: justify;\">但是合起来看，虽然外资总体非常看空，中国现在做空中国股票是仅次于做多美国科技公司的第二大拥挤交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f31429dd44bfd35f123b6d2a5d616607\" title=\"\" tg-width=\"632\" tg-height=\"403\"/></p><p style=\"text-align: left;\">但北向流入的余额今年以来并没有下降，只是走平。这背后是全球流动性的增加，全球资产管理大盘子的增长，即便持续加码低配中国，配置的资金绝对水平中期也难以明显下降。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3dc60ada88ce7f5c306479d1bdfc1890\" title=\"\" tg-width=\"796\" tg-height=\"686\"/></p><p style=\"text-align: justify;\">回到国内，我们的货币增速，至今保持了10%的增长。综合的广谱利率已经创出了历史最低。尤其是曾经的影子银行体系可以提供的高息固定收益产品，随着中植系的暴雷，基本上已经完全消灭掉。</p><p style=\"text-align: justify;\">这就使得本轮市场底部，出现了一个往轮市场底部不一样的特征，我们看到，即便市场总体的风险偏好非常低，即便股票基金的赚钱效应同样非常差甚至更差，股票基金的份额依然维持了增长。而前几轮都是大幅负增长。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/74f6d3dc31058162fe3440da777f3d0d\" title=\"\" tg-width=\"796\" tg-height=\"688\"/></p><p style=\"text-align: justify;\">这其实，就体现了广义流动性对股票市场的支撑作用，低利率对股票市场的支撑作用。</p><p style=\"text-align: justify;\">中国有自己的问题，但每个国家都有他的问题。</p><p style=\"text-align: justify;\">印度的低效率和腐败没有阻止它的股票长期上涨，欧洲的人口问题和产业竞争力下滑也没有阻止它的股票长期上涨。因为1970年以后，就进入了全球信用货币的大时代，货币的超发就是长期不可避免的，地域上此起彼伏，时间上周期波动，但长期的结果就是超发。</p><p style=\"text-align: justify;\">我们的央行如此希望洁身自好，非常努力的希望保持正常的利率曲线，一直不希望跟着欧美央行做QE。现在也免不了要参与地方政府的一揽子化债，免不了要推动城中村改造，也就是，免不了要出来多发货币。</p><p style=\"text-align: justify;\">因为困难到一定程度，发货币总会是最小阻力的方向，央行总是不可不免被赋予重任。于是，现金的长期贬值是不可避免的。股票，是不多的能够长期战胜通胀，保值财富的资产之一。</p><p style=\"text-align: justify;\">我在此前的2篇文章，曾经反复分析过中国企业本轮竞争力的提升，盈利能力中长期改善的前景。尤其中国制造业企业全球份额的提升，成本的下行，驱动沪深300的利润今年以来已经企稳实现正增长。</p><p style=\"text-align: justify;\">站在此刻，站在中国，利率已经新低，盈利已然企稳，股票资产的性价比格外凸显。</p><p style=\"text-align: justify;\">并且，以央行最近的一揽子政策来看，以外资最近2周恐慌失望的程度来看，很可能就是又送给大家一个好的买点。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c9635eb271432f5c92670ddd7726225b","relate_stocks":{"000001.SH":"上证指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163499399","content_text":"2023年8月21日晚间，人称“私募魔女”的半夏投资李蓓发文表示，今天早上，央行公布了新的一期LPR利率。1年的LPR下调10bp，五年的LPR没有下调，对此，市场大多是对央行的批评和失望，股票市场的反应也是消极的。客观地说，思考之后，我觉得央行最近的政策组合是非常巧妙的。比我之前能想到的组合方案要好不少。因为，最近几天还有另外几件事情。第一，根据财新报道，央行会参予一揽子的地方政府化债方案。“化债的流动性增量仍有赖于央⾏。据多⽅了解，央⾏或将设⽴应急流动性⾦融⼯具（SPV），由主要银⾏参与，通过这⼀⼯具给地⽅城投提供流动性，利率较低，期限较⻓。”这不就是市场最想要的“QE”吗？对此，信用债市场已经有了很大的反应，一直被担心的天津城投，利率近期大幅下降。第二，据中国人民银行官方微信，中国人民银行、金融监管总局、中国证监会联合召开支持实体经济和防范化解金融风险电视会议。会议强调：“要注意挖掘新的信贷增长点，积极推动城中村改造。”根据目前多个城市已经出炉的方案，新的这轮城中村改造有2个特点：1，几乎都是大拆大建，成片拆除，净地出让。2，大部分都是货币化安置。加上央行推动和支撑，这不就是市场最想要的“棚改2.0”吗？参考曾经的棚改，可以想见这轮城中村改造的效果。但即便什么政策都没有，地产自己也会企稳的。最新的7月，季调后年化的住宅销售，只有8亿多平米，相对长期可持续的10亿平米水平，已经超调，本身中期就有回归正常的动力。其实，一片悲观中，地产自己已经开始悄然企稳。最领先的指标，贝壳的经纪人预期指数，已经连续5周回升，并且回到了荣枯线50。回到央行的政策，5年lpr降10个bp，对地产的景气度来说，没有本质性的效果。除非降100个bp，但降100个bp，考虑到国内银行体系已经历史最低的息差，是银行系统不可承受的。在当前水平，央行需要维持银行的利润相对稳定。因为银行体系的稳定健康是经济正常运转的根本，是经济正常衰退不至于滑落到金融危机的底线。现在往后，继续明显调降5年LPR，当前可谓已经弊大于利。没有做这个，但支持城中村改造，支持地方一揽子化债，都比降LPR厉害得多。中国央行没有简单的动或者不动政策利率，而是政策利率做陡峭化，降低存款利率，MLF利率，1年LPR利率，维持5年LPR利率稳定。既降低了地方政府的融资成本，降低了银行的负债成本，又维持了银行的息差和利润相对稳定。对于地产，推动城中村改造；对于地方债务，设立SPV提供流动性。这样的政策组合，其实是很巧妙很全面的，很是需要费一番心思，并需要很高的智慧。中国的央行，是世界上面临最多目标与约束的央行。既要维护物价稳定，汇率稳定，又要维护金融体系的健康稳定；要对经济增长负责，还需要结构性的支持薄弱环节和新兴产业。中国央行的官员，领着世界主要国家央行官员里面最低的薪酬，干着最困难的事情，而且一直以来勤勉敬业，干得好于绝大部分其它国家的同行。美国监管放任银行资产负债错配多年，以至于硅谷银行倒闭这种事情，在中国是不可能发生的。美国央行持续误判通胀形势两年，后知后觉下猛药这种事情，在中国也是不可能发生的。最近外资被中融信托等爆雷吓得不轻，一些人说这是中国影子银行的雷曼时刻。其实早在2013年，中国央行和金融监管就关注到风险开始压缩影子银行，控制和隔离风险，此类信托产品的规模早已持续收缩若干年。中植系的爆雷，根本不是风险的开始，而是这轮影子银行体系调整的收尾。至于股票市场，最近几周ETF大幅净申购，大小非减持减少，IPO和融资减量，融资融券平稳，外资是最主要的卖出力量，是市场近期下跌的主要原因。外资，近两年他们的表现已经充分说明了：合起来看，就是一群无头苍蝇，对中国股票市场，主要起到了搅屎棍的效果。过去三次外资集中卖出的高潮，一次是在俄乌战争期间，一次是在二十大前后，还有一次就是现在。之前2次，都是市场的阶段性大底部。而他们买的最踊跃的是今年年初，今年指数的最高点，外资远比国内的资金狂热。由此可见，首先，他们根本就没有节操，去年十一月份还在说，中国是大号俄罗斯，仅仅过了两个月，就变成了中国引领2023年全球经济复苏。再过了半年，又变成中国迎来雷曼时刻。再然后，他们也没有判断力，大的节奏基本都是错的。除了加剧市场的波动，并没有起到什么积极的效果。但是合起来看，虽然外资总体非常看空，中国现在做空中国股票是仅次于做多美国科技公司的第二大拥挤交易。但北向流入的余额今年以来并没有下降，只是走平。这背后是全球流动性的增加，全球资产管理大盘子的增长，即便持续加码低配中国，配置的资金绝对水平中期也难以明显下降。回到国内，我们的货币增速，至今保持了10%的增长。综合的广谱利率已经创出了历史最低。尤其是曾经的影子银行体系可以提供的高息固定收益产品，随着中植系的暴雷，基本上已经完全消灭掉。这就使得本轮市场底部，出现了一个往轮市场底部不一样的特征，我们看到，即便市场总体的风险偏好非常低，即便股票基金的赚钱效应同样非常差甚至更差，股票基金的份额依然维持了增长。而前几轮都是大幅负增长。这其实，就体现了广义流动性对股票市场的支撑作用，低利率对股票市场的支撑作用。中国有自己的问题，但每个国家都有他的问题。印度的低效率和腐败没有阻止它的股票长期上涨，欧洲的人口问题和产业竞争力下滑也没有阻止它的股票长期上涨。因为1970年以后，就进入了全球信用货币的大时代，货币的超发就是长期不可避免的，地域上此起彼伏，时间上周期波动，但长期的结果就是超发。我们的央行如此希望洁身自好，非常努力的希望保持正常的利率曲线，一直不希望跟着欧美央行做QE。现在也免不了要参与地方政府的一揽子化债，免不了要推动城中村改造，也就是，免不了要出来多发货币。因为困难到一定程度，发货币总会是最小阻力的方向，央行总是不可不免被赋予重任。于是，现金的长期贬值是不可避免的。股票，是不多的能够长期战胜通胀，保值财富的资产之一。我在此前的2篇文章，曾经反复分析过中国企业本轮竞争力的提升，盈利能力中长期改善的前景。尤其中国制造业企业全球份额的提升，成本的下行，驱动沪深300的利润今年以来已经企稳实现正增长。站在此刻，站在中国，利率已经新低，盈利已然企稳，股票资产的性价比格外凸显。并且，以央行最近的一揽子政策来看，以外资最近2周恐慌失望的程度来看，很可能就是又送给大家一个好的买点。","news_type":1},"isVote":1,"tweetType":1,"viewCount":968,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":652422461,"gmtCreate":1684842968354,"gmtModify":1684842970580,"author":{"id":"3545213619877372","authorId":"3545213619877372","authorIdStr":"3545213619877372","name":"jammyXP","avatar":"https://static.tigerbbs.com/e0c704fef7ac2a8deec2325a443b74e0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"美国人说你好话是重大利好美国人说你坏话是rh，结论，不存在任何利空，但是，股价下跌[财迷]&nbsp;","listText":"美国人说你好话是重大利好美国人说你坏话是rh，结论，不存在任何利空，但是，股价下跌[财迷]&nbsp;","text":"美国人说你好话是重大利好美国人说你坏话是rh，结论，不存在任何利空，但是，股价下跌[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/652422461","repostId":"1121710553","repostType":2,"isVote":1,"tweetType":1,"viewCount":1132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":656632242,"gmtCreate":1683639710086,"gmtModify":1683639711880,"author":{"id":"3545213619877372","authorId":"3545213619877372","authorIdStr":"3545213619877372","name":"jammyXP","avatar":"https://static.tigerbbs.com/e0c704fef7ac2a8deec2325a443b74e0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"几星？","listText":"几星？","text":"几星？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/656632242","repostId":"1173234184","repostType":2,"isVote":1,"tweetType":1,"viewCount":998,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":628152289,"gmtCreate":1672984905041,"gmtModify":1672984906950,"author":{"id":"3545213619877372","authorId":"3545213619877372","authorIdStr":"3545213619877372","name":"jammyXP","avatar":"https://static.tigerbbs.com/e0c704fef7ac2a8deec2325a443b74e0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"我去年6月提的modely立亏四万[流泪]&nbsp;","listText":"我去年6月提的modely立亏四万[流泪]&nbsp;","text":"我去年6月提的modely立亏四万[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/628152289","repostId":"1100427707","repostType":4,"repost":{"id":"1100427707","pubTimestamp":1672978037,"share":"https://www.laohu8.com/m/news/1100427707?lang=&edition=full","pubTime":"2023-01-06 12:07","market":"us","language":"zh","title":"杀疯了！特斯拉降到历史最低价，意欲何为？","url":"https://stock-news.laohu8.com/highlight/detail?id=1100427707","media":"华尔街见闻","summary":"特斯拉被“逼到墙角”了吗？特斯拉又双叒叕降价了。1月6日，特斯拉官网显示，特斯拉国产车型大幅降价，Model 3起售价22.99万元，Model Y起售价25.99万元。特斯拉同时宣布Model S、","content":"<html><head></head><body><blockquote><b><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>被“逼到墙角”了吗？</b></blockquote><p>特斯拉又双叒叕降价了。</p><p>1月6日，特斯拉官网显示，特斯拉国产车型大幅降价，Model 3起售价22.99万元，Model Y起售价25.99万元。特斯拉同时宣布Model S、Model X定价，分别为78.99万元起售、87.99万元起售。</p><p><img src=\"https://static.tigerbbs.com/eef4666a1e07d0708a83f2b710e0b1fd\" tg-width=\"640\" tg-height=\"1429\" referrerpolicy=\"no-referrer\"/></p><p>这是特斯拉2023年的第一次降价，<b>也是半年以来除促销优惠活动外的第二次直接降价。</b>值得注意的是，<b>本次降价幅度也是特斯拉历次降价之最，已跌破历史最低价</b>，其中Model Y长续航版降价最多，达到了48000元。</p><p><img src=\"https://static.tigerbbs.com/100bc52b4f8cc7dad8e3253ceed06932\" tg-width=\"640\" tg-height=\"368\" referrerpolicy=\"no-referrer\"/></p><p><b>如此大刀阔斧的降价促销，或许表明特斯拉为了提高销量已经“杀红了眼”，也可能暗示了当下特斯拉的处境确实不妙。</b></p><p>在上海工厂的推动下，特斯拉曾近进入过一段产能暴增期，<b>规模效应为特斯来带来了远高于其他车企的毛利率，也成为了特斯拉降价促销、马斯克喊出年销量150万辆的底气所在。</b></p><p><img src=\"https://static.tigerbbs.com/fd05732dac876f8d9d0bb297f7167c2e\" tg-width=\"640\" tg-height=\"426\" referrerpolicy=\"no-referrer\"/></p><p>然而，本周四乘联会发布的数据显示，<b>特斯拉上海超级工厂12月交付量55796辆，较11月份下降44%，同比下降21%，为五个月以来的最低水平。</b>去年12月24日到今年1月2日，上海超级工厂放假停产，预计还将在本月晚些时候春节期间继续停产，也引发了市场对于“特斯拉卖不动”了的担忧。</p><p>稍早时候，<b>特斯拉发布了令人失望的2022年第四季度生产和交付报告，连续第三个季度交付量不及预期，且特斯拉2022年全年的总交付量达到131万，并未达到150万辆的目标。</b></p><p>凡此种种，华尔街机构认为特斯拉已出现供应过剩，下调了特斯拉的评级与目标价：Cowen公司对特斯拉的目标价从205美元大砍至122美元，<a href=\"https://laohu8.com/S/C\">花旗</a>表示，在特斯拉正在大量增加产能之际，交付数据不及预期，可能会加剧人们对其未来需求的担忧，对特斯拉的评级为中性。</p><p>特斯拉也“迎来”了2023年的第一个交易日的开门黑，股价盘中一度暴跌15%，创两年多来最大盘中跌幅，刷新2020年8月份以来的最低位。</p><p><img src=\"https://static.tigerbbs.com/5d5130d6c351d551e93ce341d5fbe314\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><b>特斯拉被“逼到墙角”？</b></p><p>不少分析师已经纷纷发出警告：不要低估了特斯拉所面临危机的严重性。</p><p>本周，Bernstein下调了对特斯拉的评级和目标股价，并认为2023年度的（交付）数据可能会“出现重大调整”：</p><blockquote>我们还担心，在利率上升以及消费者支出放缓之际，市场可能面临更大压力，继续对特斯拉等估值较高的股票造成更为严重的影响。</blockquote><p>华尔街见闻在VIP文章《特斯拉的“最终幻想”又来到了梦碎的关口》中指出，从8月拜登签署的抗通胀法案，到特斯拉供应链问题，再到电动车市场的激烈竞争，种种原因造成了特斯拉库存的膨胀，也许已将特斯拉再次拖入了“产能地狱”——而这次是过剩的2.0版本。</p><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>在报告中指出，由于产量超过交付量近56000辆，特斯拉的渠道库存在一年内翻了两番。</p><p><img src=\"https://static.tigerbbs.com/49068af9bf3b08b571d779d3e2b8a8e4\" tg-width=\"640\" tg-height=\"364\" referrerpolicy=\"no-referrer\"/></p><p>为了迅速清理库存，特斯拉在2022下半年才开启了“史无前例”的降价促销活动，这也必然对其利润率造成了侵蚀。马斯克此前就警告称，2023年特斯拉的利润率将降低，他说：</p><blockquote>2023年将会是一场相当严重的经济衰退，严重程度将与2009年相当。在经济衰退期间，利润率将很低，甚至是负的。<b>特斯拉的毛利率高于其他任何公司，这给了其更多的空间，来降低毛利率以维持或增加需求。</b></blockquote><p>同时，特斯拉在二手车市场上也遇到了难题，根据Edmunds的数据显示，特斯拉二手车的价格正以快于其他汽车制造商的速度下降。</p><p>11月，特斯拉二手车的平均成交价格较7月份的峰值下降17%，整个二手车市场的平均价格在此期间下降了4%。11月，二手特斯拉在经销商库存中的平均库存时间为50天，而所有品牌二手车的平均库存时间为38天。媒体分析称，如果特斯拉二手车价格继续加速下跌，或将蚕食新车销量。</p><p><img src=\"https://static.tigerbbs.com/8dc386167bc30d79f8965094b3772eef\" tg-width=\"640\" tg-height=\"619\" referrerpolicy=\"no-referrer\"/></p><p>此外，特斯拉的供应过剩与汽车业的整体需求减退有关。在美联储造成的高利率环境下，越来越多的分析师警告汽车行业需求的萎缩。投行Wedbush分析师Dan Ives在给媒体的一封电子邮件中写道：</p><blockquote>特斯拉的需求明显出现裂缝，(第四季度)数据并不乐观。</blockquote><p>由于消费者通常通过分期付款购买或租赁汽车，因此更高的利率会直接影响消费者的购买决策，甚至减少购买。美国汽车经销商Cox Automotive的首席经济学家Jonathan Smoke警告：</p><blockquote>汽车行业正从供应问题转变为需求问题，这对未来一年的收入和利润来说不是好兆头。</blockquote><p>Great Hill Capital董事长Thomas Hayes则表示，特斯拉的股票正面临着高利率、税损抛售以及重仓基金抛售的“完美风暴”。</p><p>特斯拉还能降价？</p><p>正如上文马斯克所言，特斯拉的毛利率高于其他任何公司，这给予了更多的降价空间。</p><p>锂猫实验室此前曾测算，<b>从毛利率水平来看，特斯拉与毛利率最高的理想相比，尚有8.59%的降价空间</b>——以Model 3为例，现价25万的低配版将降价至22.8万左右——<b>这已接近本次降价后的22.9万元。</b></p><p>与毛利率最低的小鹏作比较，特斯拉则有近20%的降价空间——以Model 3为例，现价25万的低配版将降价至20万左右。</p><p><img src=\"https://static.tigerbbs.com/37d397ccf12a4625728cff27c45bc267\" tg-width=\"640\" tg-height=\"74\" referrerpolicy=\"no-referrer\"/>来源：各公司财报，锂猫实验室制图</p><p>从净利率水平看，如果特斯拉保持和<a href=\"https://laohu8.com/S/002594\">比亚迪</a>类似的净利润率，特斯拉也还有10%左右的降价空间——Model 3低配版22.5万。</p><p><img src=\"https://static.tigerbbs.com/3db180578922b43c782f3f58b9894585\" tg-width=\"640\" tg-height=\"109\" referrerpolicy=\"no-referrer\"/>来源：各公司财报，锂猫实验室制图</p><p>而如果考虑到特斯拉技术进步带来的单车成本与规模成本的下降，三年后，假设维持30%左右的毛利率，则最终国内定价可能为17.51万元；若愿意降低毛利率至20%（考虑到特斯拉的费用率，仍可以保证盈利，且和国内其他车企维持类似水平），则国内定价可以低至15.13万元。</p><p><img src=\"https://static.tigerbbs.com/70b214e7f2a0e0f834249ab7b94f5b4d\" tg-width=\"640\" tg-height=\"422\" referrerpolicy=\"no-referrer\"/>来源：锂猫实验室计算并制图</p><p>不过，以上预测建立在特斯拉以每年产能仍然以35%的速度增长的假设下，<b>对于如今可能身陷“产能地狱2.0”的特斯拉而言，本次的降价如果不是底线，可能也已经接近。</b></p></body></html>","source":"wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>杀疯了！特斯拉降到历史最低价，意欲何为？</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杀疯了！特斯拉降到历史最低价，意欲何为？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-06 12:07 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3679192><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉被“逼到墙角”了吗？特斯拉又双叒叕降价了。1月6日，特斯拉官网显示，特斯拉国产车型大幅降价，Model 3起售价22.99万元，Model Y起售价25.99万元。特斯拉同时宣布Model S、Model X定价，分别为78.99万元起售、87.99万元起售。这是特斯拉2023年的第一次降价，也是半年以来除促销优惠活动外的第二次直接降价。值得注意的是，本次降价幅度也是特斯拉历次降价之最，已...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3679192\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/968c7f56416ea450ba452ed25e324d2e","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://wallstreetcn.com/articles/3679192","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100427707","content_text":"特斯拉被“逼到墙角”了吗？特斯拉又双叒叕降价了。1月6日，特斯拉官网显示，特斯拉国产车型大幅降价，Model 3起售价22.99万元，Model Y起售价25.99万元。特斯拉同时宣布Model S、Model X定价，分别为78.99万元起售、87.99万元起售。这是特斯拉2023年的第一次降价，也是半年以来除促销优惠活动外的第二次直接降价。值得注意的是，本次降价幅度也是特斯拉历次降价之最，已跌破历史最低价，其中Model Y长续航版降价最多，达到了48000元。如此大刀阔斧的降价促销，或许表明特斯拉为了提高销量已经“杀红了眼”，也可能暗示了当下特斯拉的处境确实不妙。在上海工厂的推动下，特斯拉曾近进入过一段产能暴增期，规模效应为特斯来带来了远高于其他车企的毛利率，也成为了特斯拉降价促销、马斯克喊出年销量150万辆的底气所在。然而，本周四乘联会发布的数据显示，特斯拉上海超级工厂12月交付量55796辆，较11月份下降44%，同比下降21%，为五个月以来的最低水平。去年12月24日到今年1月2日，上海超级工厂放假停产，预计还将在本月晚些时候春节期间继续停产，也引发了市场对于“特斯拉卖不动”了的担忧。稍早时候，特斯拉发布了令人失望的2022年第四季度生产和交付报告，连续第三个季度交付量不及预期，且特斯拉2022年全年的总交付量达到131万，并未达到150万辆的目标。凡此种种，华尔街机构认为特斯拉已出现供应过剩，下调了特斯拉的评级与目标价：Cowen公司对特斯拉的目标价从205美元大砍至122美元，花旗表示，在特斯拉正在大量增加产能之际，交付数据不及预期，可能会加剧人们对其未来需求的担忧，对特斯拉的评级为中性。特斯拉也“迎来”了2023年的第一个交易日的开门黑，股价盘中一度暴跌15%，创两年多来最大盘中跌幅，刷新2020年8月份以来的最低位。特斯拉被“逼到墙角”？不少分析师已经纷纷发出警告：不要低估了特斯拉所面临危机的严重性。本周，Bernstein下调了对特斯拉的评级和目标股价，并认为2023年度的（交付）数据可能会“出现重大调整”：我们还担心，在利率上升以及消费者支出放缓之际，市场可能面临更大压力，继续对特斯拉等估值较高的股票造成更为严重的影响。华尔街见闻在VIP文章《特斯拉的“最终幻想”又来到了梦碎的关口》中指出，从8月拜登签署的抗通胀法案，到特斯拉供应链问题，再到电动车市场的激烈竞争，种种原因造成了特斯拉库存的膨胀，也许已将特斯拉再次拖入了“产能地狱”——而这次是过剩的2.0版本。摩根士丹利在报告中指出，由于产量超过交付量近56000辆，特斯拉的渠道库存在一年内翻了两番。为了迅速清理库存，特斯拉在2022下半年才开启了“史无前例”的降价促销活动，这也必然对其利润率造成了侵蚀。马斯克此前就警告称，2023年特斯拉的利润率将降低，他说：2023年将会是一场相当严重的经济衰退，严重程度将与2009年相当。在经济衰退期间，利润率将很低，甚至是负的。特斯拉的毛利率高于其他任何公司，这给了其更多的空间，来降低毛利率以维持或增加需求。同时，特斯拉在二手车市场上也遇到了难题，根据Edmunds的数据显示，特斯拉二手车的价格正以快于其他汽车制造商的速度下降。11月，特斯拉二手车的平均成交价格较7月份的峰值下降17%，整个二手车市场的平均价格在此期间下降了4%。11月，二手特斯拉在经销商库存中的平均库存时间为50天，而所有品牌二手车的平均库存时间为38天。媒体分析称，如果特斯拉二手车价格继续加速下跌，或将蚕食新车销量。此外，特斯拉的供应过剩与汽车业的整体需求减退有关。在美联储造成的高利率环境下，越来越多的分析师警告汽车行业需求的萎缩。投行Wedbush分析师Dan Ives在给媒体的一封电子邮件中写道：特斯拉的需求明显出现裂缝，(第四季度)数据并不乐观。由于消费者通常通过分期付款购买或租赁汽车，因此更高的利率会直接影响消费者的购买决策，甚至减少购买。美国汽车经销商Cox Automotive的首席经济学家Jonathan Smoke警告：汽车行业正从供应问题转变为需求问题，这对未来一年的收入和利润来说不是好兆头。Great Hill Capital董事长Thomas Hayes则表示，特斯拉的股票正面临着高利率、税损抛售以及重仓基金抛售的“完美风暴”。特斯拉还能降价？正如上文马斯克所言，特斯拉的毛利率高于其他任何公司，这给予了更多的降价空间。锂猫实验室此前曾测算，从毛利率水平来看，特斯拉与毛利率最高的理想相比，尚有8.59%的降价空间——以Model 3为例，现价25万的低配版将降价至22.8万左右——这已接近本次降价后的22.9万元。与毛利率最低的小鹏作比较，特斯拉则有近20%的降价空间——以Model 3为例，现价25万的低配版将降价至20万左右。来源：各公司财报，锂猫实验室制图从净利率水平看，如果特斯拉保持和比亚迪类似的净利润率，特斯拉也还有10%左右的降价空间——Model 3低配版22.5万。来源：各公司财报，锂猫实验室制图而如果考虑到特斯拉技术进步带来的单车成本与规模成本的下降，三年后，假设维持30%左右的毛利率，则最终国内定价可能为17.51万元；若愿意降低毛利率至20%（考虑到特斯拉的费用率，仍可以保证盈利，且和国内其他车企维持类似水平），则国内定价可以低至15.13万元。来源：锂猫实验室计算并制图不过，以上预测建立在特斯拉以每年产能仍然以35%的速度增长的假设下，对于如今可能身陷“产能地狱2.0”的特斯拉而言，本次的降价如果不是底线，可能也已经接近。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2054,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3563357612600728","authorId":"3563357612600728","authorIdStr":"3563357612600728","name":"Johnsonk","avatar":"https://static.tigerbbs.com/8d6ab73351a61f0c3e887a3cffcf2aa2","crmLevel":1,"crmLevelSwitch":0},"content":"再买一辆，摊薄成本","text":"再买一辆，摊薄成本","html":"再买一辆，摊薄成本"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":662086109,"gmtCreate":1666071458301,"gmtModify":1666071460901,"author":{"id":"3545213619877372","authorId":"3545213619877372","authorIdStr":"3545213619877372","name":"jammyXP","avatar":"https://static.tigerbbs.com/e0c704fef7ac2a8deec2325a443b74e0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"先看自己的股价","listText":"先看自己的股价","text":"先看自己的股价","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/662086109","repostId":"1173533160","repostType":2,"repost":{"id":"1173533160","pubTimestamp":1666070803,"share":"https://www.laohu8.com/m/news/1173533160?lang=&edition=full","pubTime":"2022-10-18 13:26","market":"us","language":"zh","title":"李斌：特斯拉如果不改进产品和服务，很快会被市场淘汰","url":"https://stock-news.laohu8.com/highlight/detail?id=1173533160","media":"智能车参考","summary":"斌哥又high了。","content":"<html><head></head><body><p>文/曹原</p><p>好嘛，斌哥又high了。</p><p>这不<a href=\"https://laohu8.com/S/NIO\">蔚来</a>刚在柏林开了一场进军德国的发布会，用租赁的方式开启德国落地，在车企巨头之乡秀肌肉。</p><p>斌言斌语自然也不能少，果然被老外摆了一道，随口就要李斌评价一下汽车友商们。</p><p><img src=\"https://static.tigerbbs.com/0a293e85617ab7285eebfb21440538b7\" tg-width=\"550\" tg-height=\"284\" referrerpolicy=\"no-referrer\"/></p><p>对德国车企，斌哥完全respect，认为奔驰和大众等老牌车厂是他学习的榜样，是这些车企塑造了汽车制造产业链。</p><p>但对电动车友商<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>，斌哥的respect就不是100%的了，一方面坦承特斯拉在技术和制造研发上的地位，另一方面也把不服之意表达在言语之间——</p><p><b>如果特斯拉不在产品和服务上提升，很快就会被市场淘汰。</b></p><blockquote><b>Tesla is under pressure. If they don’t improve their products fast enough or don’t provide good services, they will quickly be pushed out of the market.</b></blockquote><p><b>进军德国是为啥？</b></p><p>李斌开门见山，就是要成为一个全球性的品牌。</p><p><a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>创始人称，已经做好了技术准备和战略规划，就是要为“成为全球品牌”而前进，蔚来会在当地建立蔚来中心，为用户提供合适的产品。</p><p>但目前在德国，蔚来提供的产品还不是直接销售汽车，而是通过租赁的方式。</p><p>更早之前，李斌在发布会上说，在调研后发现德国企业用车市场存在机会，蔚来以只租不卖的方式，最合适。</p><p>德国是全球汽车的发明之地，更是传统豪强的故乡，李斌对德国车企有100%的敬意。</p><p>他说德国车企的销量目前是蔚来的20倍，自己从这些巨头身上学到了很多。</p><p><img src=\"https://static.tigerbbs.com/fc4fa0f56e1ee29ca48e71b67053eb2a\" tg-width=\"550\" tg-height=\"294\" referrerpolicy=\"no-referrer\"/></p><p>但蔚来并非没有优势。</p><p>蔚来的优势是年轻（笑），以及产品面向未来打造。比如最新的旗舰车型ET7，配备了激光雷达和高清摄像头等多传感器，让驾驶和座舱都有了不一样的体验。</p><p>另外，蔚来还是用户导向型体验，从用户需求出发去提供产品和服务，比如换电方案，还有<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>驾驶的订阅服务等等。</p><p>李斌强调，蔚来不仅仅是一家造车公司，蔚来已经在中国建立起了一个车主社区，打算在德国也建一个。</p><p><img src=\"https://static.tigerbbs.com/fac7ae364de234c74b096be6fc6095b6\" tg-width=\"550\" tg-height=\"339\" referrerpolicy=\"no-referrer\"/></p><p><b>斌言斌语评价特斯拉</b></p><p>那如何评价电动车友商特斯拉？因为李斌说也有进军美国的计划。</p><p>相比对德国燃油车企表现出的敬意，李斌对特斯拉的认可并非100%。</p><p>一方面，李斌认为特斯拉值得尊敬，特别是在技术研发、生产制造效率和成本控制等方面。</p><p>但更重要的一方面，李斌认为蔚来与特斯拉有很大的不同。</p><p>“特斯拉重视技术，在汽车工业从燃油向电动转换进程中功不可没，但现在依然面临很大压力，如果不改进产品和服务，会很快被市场淘汰。”</p><p>李斌强调，蔚来是用户导向型企业，技术对蔚来很重要，但会更关注用户。</p><p><img src=\"https://static.tigerbbs.com/0509bfcbd5db9b248afe138f4cb1dade\" tg-width=\"550\" tg-height=\"547\" referrerpolicy=\"no-referrer\"/></p><p>蔚来CEO还被问及如何评价特斯拉CEO马斯克，他打了个比方：</p><p>我会直接跟用户交流，而不是发个推弄个公告通知。</p><p>“显然我是做得更好的那一个。”</p><blockquote>Besides, I’m the better dancer…</blockquote><p>李斌还表示，虽然现如今蔚来还不是一家盈利公司，原因是在基础平台建设上花费投入资源，但相比特斯拉用时16年才盈利，蔚来会好得多。</p><p><img src=\"https://static.tigerbbs.com/aceed36c874ae58db7152ad88da2d12c\" tg-width=\"550\" tg-height=\"292\" referrerpolicy=\"no-referrer\"/></p><p>至于何时进军特斯拉大本营美国，李斌给出的时间表是2025年年底。</p><p>但目前美国已经颁发了《降低通胀法案》，不利于外国汽车制造商生产和进入，蔚来或许会进一步观望一番。</p><p>李斌还谈到了更多的目标，比如到2030年，能够跻身全球车企TOP5.</p><p>但这种计划还需要借助子品牌，蔚来前不久已经释放了代号ALPS（阿尔卑斯）的进展，这是一个传说中的子品牌：产品价格更低，两年内上市。</p><p>蔚来要以更低的价格，更大规模的量产销售，赢取更多市场。</p><p><img src=\"https://static.tigerbbs.com/2ddb0d659263553f4055045a4ef04bfa\" tg-width=\"550\" tg-height=\"560\" referrerpolicy=\"no-referrer\"/></p><p>目前蔚来月交付徘徊在万台左右。最近的9月，蔚来新车交付量为10878台，第三季度新车交付量为31607台，同比增长29.3%，创下季度交付量历史新高。截止目前，蔚来新车已累计交付249504台。</p><p>而作为对比，特斯拉同样在9月，仅中国市场就完成了8.3万台的月度交付。同样是2022年第三季度，特斯拉全球生产了超过36.5万辆车，交付了超过34.3万辆车。</p></body></html>","source":"lsy1611665793971","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：特斯拉如果不改进产品和服务，很快会被市场淘汰</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李斌：特斯拉如果不改进产品和服务，很快会被市场淘汰\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-18 13:26 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tech/csj/2022-10-18/doc-imqmmthc1278379.shtml><strong>智能车参考</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文/曹原好嘛，斌哥又high了。这不蔚来刚在柏林开了一场进军德国的发布会，用租赁的方式开启德国落地，在车企巨头之乡秀肌肉。斌言斌语自然也不能少，果然被老外摆了一道，随口就要李斌评价一下汽车友商们。对德国车企，斌哥完全respect，认为奔驰和大众等老牌车厂是他学习的榜样，是这些车企塑造了汽车制造产业链。但对电动车友商特斯拉，斌哥的respect就不是100%的了，一方面坦承特斯拉在技术和制造研发上...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/csj/2022-10-18/doc-imqmmthc1278379.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/feebf0ff4401232c3ecc332f566f18e0","relate_stocks":{"TSLA":"特斯拉","NIO":"蔚来"},"source_url":"https://finance.sina.com.cn/tech/csj/2022-10-18/doc-imqmmthc1278379.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173533160","content_text":"文/曹原好嘛，斌哥又high了。这不蔚来刚在柏林开了一场进军德国的发布会，用租赁的方式开启德国落地，在车企巨头之乡秀肌肉。斌言斌语自然也不能少，果然被老外摆了一道，随口就要李斌评价一下汽车友商们。对德国车企，斌哥完全respect，认为奔驰和大众等老牌车厂是他学习的榜样，是这些车企塑造了汽车制造产业链。但对电动车友商特斯拉，斌哥的respect就不是100%的了，一方面坦承特斯拉在技术和制造研发上的地位，另一方面也把不服之意表达在言语之间——如果特斯拉不在产品和服务上提升，很快就会被市场淘汰。Tesla is under pressure. If they don’t improve their products fast enough or don’t provide good services, they will quickly be pushed out of the market.进军德国是为啥？李斌开门见山，就是要成为一个全球性的品牌。蔚来创始人称，已经做好了技术准备和战略规划，就是要为“成为全球品牌”而前进，蔚来会在当地建立蔚来中心，为用户提供合适的产品。但目前在德国，蔚来提供的产品还不是直接销售汽车，而是通过租赁的方式。更早之前，李斌在发布会上说，在调研后发现德国企业用车市场存在机会，蔚来以只租不卖的方式，最合适。德国是全球汽车的发明之地，更是传统豪强的故乡，李斌对德国车企有100%的敬意。他说德国车企的销量目前是蔚来的20倍，自己从这些巨头身上学到了很多。但蔚来并非没有优势。蔚来的优势是年轻（笑），以及产品面向未来打造。比如最新的旗舰车型ET7，配备了激光雷达和高清摄像头等多传感器，让驾驶和座舱都有了不一样的体验。另外，蔚来还是用户导向型体验，从用户需求出发去提供产品和服务，比如换电方案，还有智能驾驶的订阅服务等等。李斌强调，蔚来不仅仅是一家造车公司，蔚来已经在中国建立起了一个车主社区，打算在德国也建一个。斌言斌语评价特斯拉那如何评价电动车友商特斯拉？因为李斌说也有进军美国的计划。相比对德国燃油车企表现出的敬意，李斌对特斯拉的认可并非100%。一方面，李斌认为特斯拉值得尊敬，特别是在技术研发、生产制造效率和成本控制等方面。但更重要的一方面，李斌认为蔚来与特斯拉有很大的不同。“特斯拉重视技术，在汽车工业从燃油向电动转换进程中功不可没，但现在依然面临很大压力，如果不改进产品和服务，会很快被市场淘汰。”李斌强调，蔚来是用户导向型企业，技术对蔚来很重要，但会更关注用户。蔚来CEO还被问及如何评价特斯拉CEO马斯克，他打了个比方：我会直接跟用户交流，而不是发个推弄个公告通知。“显然我是做得更好的那一个。”Besides, I’m the better dancer…李斌还表示，虽然现如今蔚来还不是一家盈利公司，原因是在基础平台建设上花费投入资源，但相比特斯拉用时16年才盈利，蔚来会好得多。至于何时进军特斯拉大本营美国，李斌给出的时间表是2025年年底。但目前美国已经颁发了《降低通胀法案》，不利于外国汽车制造商生产和进入，蔚来或许会进一步观望一番。李斌还谈到了更多的目标，比如到2030年，能够跻身全球车企TOP5.但这种计划还需要借助子品牌，蔚来前不久已经释放了代号ALPS（阿尔卑斯）的进展，这是一个传说中的子品牌：产品价格更低，两年内上市。蔚来要以更低的价格，更大规模的量产销售，赢取更多市场。目前蔚来月交付徘徊在万台左右。最近的9月，蔚来新车交付量为10878台，第三季度新车交付量为31607台，同比增长29.3%，创下季度交付量历史新高。截止目前，蔚来新车已累计交付249504台。而作为对比，特斯拉同样在9月，仅中国市场就完成了8.3万台的月度交付。同样是2022年第三季度，特斯拉全球生产了超过36.5万辆车，交付了超过34.3万辆车。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":680922484,"gmtCreate":1654747405051,"gmtModify":1704860285493,"author":{"id":"3545213619877372","authorId":"3545213619877372","authorIdStr":"3545213619877372","name":"jammyXP","avatar":"https://static.tigerbbs.com/e0c704fef7ac2a8deec2325a443b74e0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"骗一个是一个","listText":"骗一个是一个","text":"骗一个是一个","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/680922484","repostId":"1186508659","repostType":2,"isVote":1,"tweetType":1,"viewCount":1755,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":610752709,"gmtCreate":1648797197209,"gmtModify":1648797197209,"author":{"id":"3545213619877372","authorId":"3545213619877372","authorIdStr":"3545213619877372","name":"jammyXP","avatar":"https://static.tigerbbs.com/e0c704fef7ac2a8deec2325a443b74e0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"看来卖车是不赚钱了","listText":"看来卖车是不赚钱了","text":"看来卖车是不赚钱了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/610752709","repostId":"1182636963","repostType":2,"isVote":1,"tweetType":1,"viewCount":1383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":692630477,"gmtCreate":1640934658548,"gmtModify":1640934658548,"author":{"id":"3545213619877372","authorId":"3545213619877372","authorIdStr":"3545213619877372","name":"jammyXP","avatar":"https://static.tigerbbs.com/e0c704fef7ac2a8deec2325a443b74e0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"哈哈哈","listText":"哈哈哈","text":"哈哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/692630477","repostId":"1125071715","repostType":2,"isVote":1,"tweetType":1,"viewCount":1355,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691001617,"gmtCreate":1640092919707,"gmtModify":1640092919707,"author":{"id":"3545213619877372","authorId":"3545213619877372","authorIdStr":"3545213619877372","name":"jammyXP","avatar":"https://static.tigerbbs.com/e0c704fef7ac2a8deec2325a443b74e0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"好文","listText":"好文","text":"好文","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691001617","repostId":"1188032535","repostType":2,"isVote":1,"tweetType":1,"viewCount":2562,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693110831,"gmtCreate":1639983892996,"gmtModify":1639983892996,"author":{"id":"3545213619877372","authorId":"3545213619877372","authorIdStr":"3545213619877372","name":"jammyXP","avatar":"https://static.tigerbbs.com/e0c704fef7ac2a8deec2325a443b74e0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"特斯拉有什么坏消息吗？","listText":"特斯拉有什么坏消息吗？","text":"特斯拉有什么坏消息吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693110831","repostId":"1166135597","repostType":2,"isVote":1,"tweetType":1,"viewCount":2253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699003647,"gmtCreate":1639716301229,"gmtModify":1639716301229,"author":{"id":"3545213619877372","authorId":"3545213619877372","authorIdStr":"3545213619877372","name":"jammyXP","avatar":"https://static.tigerbbs.com/e0c704fef7ac2a8deec2325a443b74e0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"？这个号怎么拉黑","listText":"？这个号怎么拉黑","text":"？这个号怎么拉黑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699003647","repostId":"1137745918","repostType":2,"isVote":1,"tweetType":1,"viewCount":1737,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602478508,"gmtCreate":1639062229939,"gmtModify":1639062229939,"author":{"id":"3545213619877372","authorId":"3545213619877372","authorIdStr":"3545213619877372","name":"jammyXP","avatar":"https://static.tigerbbs.com/e0c704fef7ac2a8deec2325a443b74e0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"互联网高歌猛进的时代结束了。☝️好事","listText":"互联网高歌猛进的时代结束了。☝️好事","text":"互联网高歌猛进的时代结束了。☝️好事","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602478508","repostId":"1109864640","repostType":2,"isVote":1,"tweetType":1,"viewCount":1125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608445459,"gmtCreate":1638783702668,"gmtModify":1638783702668,"author":{"id":"3545213619877372","authorId":"3545213619877372","authorIdStr":"3545213619877372","name":"jammyXP","avatar":"https://static.tigerbbs.com/e0c704fef7ac2a8deec2325a443b74e0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>为何沦落到三家里最弱？","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>为何沦落到三家里最弱？","text":"$蔚来(NIO)$为何沦落到三家里最弱？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/608445459","isVote":1,"tweetType":1,"viewCount":3035,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":308403488,"gmtCreate":1604036403444,"gmtModify":1703831769386,"author":{"id":"3545213619877372","authorId":"3545213619877372","authorIdStr":"3545213619877372","name":"jammyXP","avatar":"https://static.tigerbbs.com/e0c704fef7ac2a8deec2325a443b74e0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>我希望nio能出一款比五菱宏光mini ev大一点的微型车，好调头好停车，续航只要超过三百，做工精致一点，25万到30万我都愿意买现有车型的对我的用车需求来说实在太大了，我一个人使用，只需要可以一把调头、轻松倒车入库的车现有国产品牌的微型电动车外观都太丑了，而且我也不可能买长城比亚迪这些品牌，我想要电动的smart还没开始生产电动的mini还没听说要生产蔚来要是能有一辆我就不考虑奔驰宝马了","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>我希望nio能出一款比五菱宏光mini ev大一点的微型车，好调头好停车，续航只要超过三百，做工精致一点，25万到30万我都愿意买现有车型的对我的用车需求来说实在太大了，我一个人使用，只需要可以一把调头、轻松倒车入库的车现有国产品牌的微型电动车外观都太丑了，而且我也不可能买长城比亚迪这些品牌，我想要电动的smart还没开始生产电动的mini还没听说要生产蔚来要是能有一辆我就不考虑奔驰宝马了","text":"$蔚来(NIO)$我希望nio能出一款比五菱宏光mini ev大一点的微型车，好调头好停车，续航只要超过三百，做工精致一点，25万到30万我都愿意买现有车型的对我的用车需求来说实在太大了，我一个人使用，只需要可以一把调头、轻松倒车入库的车现有国产品牌的微型电动车外观都太丑了，而且我也不可能买长城比亚迪这些品牌，我想要电动的smart还没开始生产电动的mini还没听说要生产蔚来要是能有一辆我就不考虑奔驰宝马了","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":76,"commentSize":59,"repostSize":3,"link":"https://laohu8.com/post/308403488","isVote":1,"tweetType":1,"viewCount":17597,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"49717969817099","authorId":"49717969817099","authorIdStr":"49717969817099","name":"墨菲A定律","avatar":"https://static.laohu8.com/2734ed6444c70dd7e5280b79e9583622","crmLevel":1,"crmLevelSwitch":0},"content":"难道没听说过长城的好猫么？顶配不到15万，续航500公里","text":"难道没听说过长城的好猫么？顶配不到15万，续航500公里","html":"难道没听说过长城的好猫么？顶配不到15万，续航500公里"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":390938448,"gmtCreate":1605692004984,"gmtModify":1703839009222,"author":{"id":"3545213619877372","authorId":"3545213619877372","authorIdStr":"3545213619877372","name":"jammyXP","avatar":"https://static.tigerbbs.com/e0c704fef7ac2a8deec2325a443b74e0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>瑞信给了buy和pt60美元","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>瑞信给了buy和pt60美元","text":"$蔚来(NIO)$瑞信给了buy和pt60美元","images":[{"img":"https://static.tigerbbs.com/e858e581c5512055ba60734b99b57c12","width":"953","height":"628"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":9,"repostSize":2,"link":"https://laohu8.com/post/390938448","isVote":1,"tweetType":1,"viewCount":4244,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"275819275022896","authorId":"275819275022896","authorIdStr":"275819275022896","name":"约翰","avatar":"https://static.tigerbbs.com/ad1bbc78ee49142cbe14dec72f0436a6","crmLevel":1,"crmLevelSwitch":0},"content":"60绝对是低估，砸锅卖铁快上车","text":"60绝对是低估，砸锅卖铁快上车","html":"60绝对是低估，砸锅卖铁快上车"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":946039994,"gmtCreate":1595514586018,"gmtModify":1704209290864,"author":{"id":"3545213619877372","authorId":"3545213619877372","authorIdStr":"3545213619877372","name":"jammyXP","avatar":"https://static.tigerbbs.com/e0c704fef7ac2a8deec2325a443b74e0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SAVE\">$Spirit Airlines(SAVE)$</a>请教各位，我成本太高了，这下下来会有一阵子，我应该到几块补仓拉低成本比较好，现在16还不敢买","listText":"<a href=\"https://laohu8.com/S/SAVE\">$Spirit Airlines(SAVE)$</a>请教各位，我成本太高了，这下下来会有一阵子，我应该到几块补仓拉低成本比较好，现在16还不敢买","text":"$Spirit Airlines(SAVE)$请教各位，我成本太高了，这下下来会有一阵子，我应该到几块补仓拉低成本比较好，现在16还不敢买","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":18,"repostSize":0,"link":"https://laohu8.com/post/946039994","isVote":1,"tweetType":1,"viewCount":2660,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3549166051995989","authorId":"3549166051995989","authorIdStr":"3549166051995989","name":"路人皆识我不识","avatar":"https://static.tigerbbs.com/40da0d01df5348a6468764f0b1087d86","crmLevel":1,"crmLevelSwitch":0},"content":"明天发公司财报你可以再赌一把' 现在增持800万股其实是变相回购 我觉得是利好","text":"明天发公司财报你可以再赌一把' 现在增持800万股其实是变相回购 我觉得是利好","html":"明天发公司财报你可以再赌一把' 现在增持800万股其实是变相回购 我觉得是利好"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303593179,"gmtCreate":1603189488391,"gmtModify":1703828987626,"author":{"id":"3545213619877372","authorId":"3545213619877372","authorIdStr":"3545213619877372","name":"jammyXP","avatar":"https://static.tigerbbs.com/e0c704fef7ac2a8deec2325a443b74e0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>nio day原来是明年！","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>nio day原来是明年！","text":"$蔚来(NIO)$nio day原来是明年！","images":[{"img":"https://static.tigerbbs.com/324c95aabd5b44a776e3815c7c66c16d","width":"1440","height":"3120"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":6,"commentSize":12,"repostSize":0,"link":"https://laohu8.com/post/303593179","isVote":1,"tweetType":1,"viewCount":2202,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3499974081446708","authorId":"3499974081446708","authorIdStr":"3499974081446708","name":"大卫的蔚来市值万亿","avatar":"https://static.tigerbbs.com/d8e7668d951c59b2b317a87a3564080c","crmLevel":4,"crmLevelSwitch":0},"content":"这个效果图是假的 相信我","text":"这个效果图是假的 相信我","html":"这个效果图是假的 相信我"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":947429578,"gmtCreate":1597396895894,"gmtModify":1704215722405,"author":{"id":"3545213619877372","authorId":"3545213619877372","authorIdStr":"3545213619877372","name":"jammyXP","avatar":"https://static.tigerbbs.com/e0c704fef7ac2a8deec2325a443b74e0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INO\">$Inovio Pharmaceuticals Inc(INO)$</a>这里的各位大大，请教一个再次进入的价格，ino上输掉的钱必须从ino赚回来[愤怒]&nbsp;","listText":"<a href=\"https://laohu8.com/S/INO\">$Inovio Pharmaceuticals Inc(INO)$</a>这里的各位大大，请教一个再次进入的价格，ino上输掉的钱必须从ino赚回来[愤怒]&nbsp;","text":"$Inovio Pharmaceuticals Inc(INO)$这里的各位大大，请教一个再次进入的价格，ino上输掉的钱必须从ino赚回来[愤怒]","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":15,"repostSize":0,"link":"https://laohu8.com/post/947429578","isVote":1,"tweetType":1,"viewCount":3519,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3493426794200465","authorId":"3493426794200465","authorIdStr":"3493426794200465","name":"鱼子酱吃鱼","avatar":"https://static.tigerbbs.com/1a127632617c148437c5447d9880bc19","crmLevel":1,"crmLevelSwitch":0},"content":"这位兄台，我不是说ino有问题，但请一定一定不要抱着这种心态炒股，血泪教训。应该是哪个赚钱去哪个，哪个赚钱概率大去哪个。","text":"这位兄台，我不是说ino有问题，但请一定一定不要抱着这种心态炒股，血泪教训。应该是哪个赚钱去哪个，哪个赚钱概率大去哪个。","html":"这位兄台，我不是说ino有问题，但请一定一定不要抱着这种心态炒股，血泪教训。应该是哪个赚钱去哪个，哪个赚钱概率大去哪个。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":978024499,"gmtCreate":1599067070411,"gmtModify":1704221410384,"author":{"id":"3545213619877372","authorId":"3545213619877372","authorIdStr":"3545213619877372","name":"jammyXP","avatar":"https://static.tigerbbs.com/e0c704fef7ac2a8deec2325a443b74e0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>没见过这么忠诚的跟屁虫","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>没见过这么忠诚的跟屁虫","text":"$蔚来(NIO)$没见过这么忠诚的跟屁虫","images":[{"img":"https://static.tigerbbs.com/26806b4c7ec5ace0c80967bd3e0a8d3f","width":"1242","height":"2208"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/978024499","isVote":1,"tweetType":1,"viewCount":2960,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":981521337,"gmtCreate":1583766661029,"gmtModify":1704350864047,"author":{"id":"3545213619877372","authorId":"3545213619877372","authorIdStr":"3545213619877372","name":"jammyXP","avatar":"https://static.tigerbbs.com/e0c704fef7ac2a8deec2325a443b74e0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INO\">$Inovio Pharmaceuticals Inc(INO)$</a>可以抄底了吗","listText":"<a href=\"https://laohu8.com/S/INO\">$Inovio Pharmaceuticals Inc(INO)$</a>可以抄底了吗","text":"$Inovio Pharmaceuticals Inc(INO)$可以抄底了吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/981521337","isVote":1,"tweetType":1,"viewCount":2427,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3537221715755603","authorId":"3537221715755603","authorIdStr":"3537221715755603","name":"疯狂的维克多","avatar":"https://static.tigerbbs.com/75b388967118bb57d87f12ebc4f8cc55","crmLevel":1,"crmLevelSwitch":0},"content":"个人建议不要","text":"个人建议不要","html":"个人建议不要"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":957293262,"gmtCreate":1593440672356,"gmtModify":1704201969552,"author":{"id":"3545213619877372","authorId":"3545213619877372","authorIdStr":"3545213619877372","name":"jammyXP","avatar":"https://static.tigerbbs.com/e0c704fef7ac2a8deec2325a443b74e0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INO\">$Inovio Pharmaceuticals Inc(INO)$</a><a href=\"https://laohu8.com/U/275819275022896\">@约翰</a>fyi","listText":"<a href=\"https://laohu8.com/S/INO\">$Inovio Pharmaceuticals Inc(INO)$</a><a href=\"https://laohu8.com/U/275819275022896\">@约翰</a>fyi","text":"$Inovio Pharmaceuticals Inc(INO)$@约翰fyi","images":[{"img":"https://static.tigerbbs.com/f10f3f4ace5481639aeb3c0d6d2c2cee","width":"1440","height":"3120"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/957293262","isVote":1,"tweetType":1,"viewCount":2865,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3544081144219846","authorId":"3544081144219846","authorIdStr":"3544081144219846","name":"strong1985","avatar":"https://static.tigerbbs.com/27cf9dc84078c75146f1debd1e42427b","crmLevel":2,"crmLevelSwitch":0},"content":"Who is Bussen?by the way [疑问]","text":"Who is Bussen?by the way [疑问]","html":"Who is Bussen?by the way [疑问]"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":952859251,"gmtCreate":1591943160073,"gmtModify":1704197675200,"author":{"id":"3545213619877372","authorId":"3545213619877372","authorIdStr":"3545213619877372","name":"jammyXP","avatar":"https://static.tigerbbs.com/e0c704fef7ac2a8deec2325a443b74e0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/YMmain\">$道琼斯指数主连(YMmain)$&nbsp;</a>有没有大佬预测一下今天是调头跌下去还是一根大阳线拉上去谢谢🙏","listText":"<a href=\"https://laohu8.com/FUT/YMmain\">$道琼斯指数主连(YMmain)$&nbsp;</a>有没有大佬预测一下今天是调头跌下去还是一根大阳线拉上去谢谢🙏","text":"$道琼斯指数主连(YMmain)$ 有没有大佬预测一下今天是调头跌下去还是一根大阳线拉上去谢谢🙏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/952859251","isVote":1,"tweetType":1,"viewCount":2801,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3463569649703865","authorId":"3463569649703865","authorIdStr":"3463569649703865","name":"原谅色","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"你要记住看多不做多，看空不做空。","text":"你要记住看多不做多，看空不做空。","html":"你要记住看多不做多，看空不做空。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":318589758,"gmtCreate":1611870663274,"gmtModify":1703755464287,"author":{"id":"3545213619877372","authorId":"3545213619877372","authorIdStr":"3545213619877372","name":"jammyXP","avatar":"https://static.tigerbbs.com/e0c704fef7ac2a8deec2325a443b74e0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a>还是买不了，可是推上美国人说能买了","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a>还是买不了，可是推上美国人说能买了","text":"$AMC院线(AMC)$还是买不了，可是推上美国人说能买了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/318589758","isVote":1,"tweetType":1,"viewCount":2164,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3465961923471589","authorId":"3465961923471589","authorIdStr":"3465961923471589","name":"丕去泰来","avatar":"https://static.tigerbbs.com/01b3bd4321a4af175afaf05c0a032f51","crmLevel":2,"crmLevelSwitch":0},"content":"我也可以买呀！","text":"我也可以买呀！","html":"我也可以买呀！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":944111994,"gmtCreate":1596802342418,"gmtModify":1704213678199,"author":{"id":"3545213619877372","authorId":"3545213619877372","authorIdStr":"3545213619877372","name":"jammyXP","avatar":"https://static.tigerbbs.com/e0c704fef7ac2a8deec2325a443b74e0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>大队长是不是在老虎有人[笑哭]&nbsp;","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>大队长是不是在老虎有人[笑哭]&nbsp;","text":"$蔚来(NIO)$大队长是不是在老虎有人[笑哭]","images":[{"img":"https://static.tigerbbs.com/cdbde6ad4791648c38469a03a36f6f32","width":"1440","height":"3120"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/944111994","isVote":1,"tweetType":1,"viewCount":2137,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3481320377411996","authorId":"3481320377411996","authorIdStr":"3481320377411996","name":"Deeluxe","avatar":"https://static.tigerbbs.com/3b7effa1f60ae1de29ec8aa351bd8e2f","crmLevel":3,"crmLevelSwitch":0},"content":"老虎过几天要成立“队长指数”了","text":"老虎过几天要成立“队长指数”了","html":"老虎过几天要成立“队长指数”了"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":390177990,"gmtCreate":1605751563510,"gmtModify":1703839381911,"author":{"id":"3545213619877372","authorId":"3545213619877372","authorIdStr":"3545213619877372","name":"jammyXP","avatar":"https://static.tigerbbs.com/e0c704fef7ac2a8deec2325a443b74e0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>不要叫我翻译，反正意思是机构只买不卖","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>不要叫我翻译，反正意思是机构只买不卖","text":"$蔚来(NIO)$不要叫我翻译，反正意思是机构只买不卖","images":[{"img":"https://static.tigerbbs.com/30c0f999072bfde65f58a511865ef62c","width":"1146","height":"764"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/390177990","isVote":1,"tweetType":1,"viewCount":2766,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3545227867848012","authorId":"3545227867848012","authorIdStr":"3545227867848012","name":"芜湖机长","avatar":"https://static.tigerbbs.com/9a3833edd93f904b3905c9925fb85463","crmLevel":1,"crmLevelSwitch":0},"content":"这图里就几个词啊谁需要翻译哈哈","text":"这图里就几个词啊谁需要翻译哈哈","html":"这图里就几个词啊谁需要翻译哈哈"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":981335388,"gmtCreate":1583506600144,"gmtModify":1704350125246,"author":{"id":"3545213619877372","authorId":"3545213619877372","authorIdStr":"3545213619877372","name":"jammyXP","avatar":"https://static.tigerbbs.com/e0c704fef7ac2a8deec2325a443b74e0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/APT\">$Alpha Pro Tech Ltd(APT)$</a>请问认为apt还能起飞的朋友，原因是什么","listText":"<a href=\"https://laohu8.com/S/APT\">$Alpha Pro Tech Ltd(APT)$</a>请问认为apt还能起飞的朋友，原因是什么","text":"$Alpha Pro Tech Ltd(APT)$请问认为apt还能起飞的朋友，原因是什么","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/981335388","isVote":1,"tweetType":1,"viewCount":4770,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3471042106727375","authorId":"3471042106727375","authorIdStr":"3471042106727375","name":"蜀漆","avatar":"https://static.laohu8.com/fefdf352dae7bf719d09e560dd127e68","crmLevel":1,"crmLevelSwitch":0},"content":"你空了吗？","text":"你空了吗？","html":"你空了吗？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":941418555,"gmtCreate":1594990752377,"gmtModify":1704207694739,"author":{"id":"3545213619877372","authorId":"3545213619877372","authorIdStr":"3545213619877372","name":"jammyXP","avatar":"https://static.tigerbbs.com/e0c704fef7ac2a8deec2325a443b74e0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>我的目标是9块加仓，昨天没到今天能到吗","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>我的目标是9块加仓，昨天没到今天能到吗","text":"$蔚来(NIO)$我的目标是9块加仓，昨天没到今天能到吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/941418555","isVote":1,"tweetType":1,"viewCount":2403,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3517987380674101","authorId":"3517987380674101","authorIdStr":"3517987380674101","name":"grootxxx","avatar":"https://static.tigerbbs.com/218208ffba46f1c37d1d76d885958052","crmLevel":1,"crmLevelSwitch":0},"content":"9块到了你敢加吗","text":"9块到了你敢加吗","html":"9块到了你敢加吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":949302595,"gmtCreate":1594136373017,"gmtModify":1704204113067,"author":{"id":"3545213619877372","authorId":"3545213619877372","authorIdStr":"3545213619877372","name":"jammyXP","avatar":"https://static.tigerbbs.com/e0c704fef7ac2a8deec2325a443b74e0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>10.8的时候我犹豫了一下没补仓，如果上天再给我一次，我一定无脑全仓[流泪]&nbsp;","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>10.8的时候我犹豫了一下没补仓，如果上天再给我一次，我一定无脑全仓[流泪]&nbsp;","text":"$蔚来(NIO)$10.8的时候我犹豫了一下没补仓，如果上天再给我一次，我一定无脑全仓[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":1,"link":"https://laohu8.com/post/949302595","isVote":1,"tweetType":1,"viewCount":2167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":398439950,"gmtCreate":1606926826870,"gmtModify":1703845507355,"author":{"id":"3545213619877372","authorId":"3545213619877372","authorIdStr":"3545213619877372","name":"jammyXP","avatar":"https://static.tigerbbs.com/e0c704fef7ac2a8deec2325a443b74e0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>今晚我不得不承认大队长就是最Dior的[笑哭]&nbsp;","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>今晚我不得不承认大队长就是最Dior的[笑哭]&nbsp;","text":"$蔚来(NIO)$今晚我不得不承认大队长就是最Dior的[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/398439950","isVote":1,"tweetType":1,"viewCount":3420,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3544536831128761","authorId":"3544536831128761","authorIdStr":"3544536831128761","name":"特特特拉风","avatar":"https://static.tigerbbs.com/d3239bbd74fc4093a77929fcd9b148b1","crmLevel":1,"crmLevelSwitch":0},"content":"我也佩服大队长，反的六六六","text":"我也佩服大队长，反的六六六","html":"我也佩服大队长，反的六六六"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306755438,"gmtCreate":1604480675624,"gmtModify":1703833349528,"author":{"id":"3545213619877372","authorId":"3545213619877372","authorIdStr":"3545213619877372","name":"jammyXP","avatar":"https://static.tigerbbs.com/e0c704fef7ac2a8deec2325a443b74e0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>大家是不是已经对价格无感了","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>大家是不是已经对价格无感了","text":"$蔚来(NIO)$大家是不是已经对价格无感了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/306755438","isVote":1,"tweetType":1,"viewCount":3155,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3557731551353801","authorId":"3557731551353801","authorIdStr":"3557731551353801","name":"财神旺来","avatar":"https://static.tigerbbs.com/1a999e507c8dd1dc68821d1b5cece1cb","crmLevel":1,"crmLevelSwitch":0},"content":"不管谁当选总统，美股都会飞起来。蔚来有广阔的中国市场，发展潜力巨大，牛气冲天就是它的趋势。","text":"不管谁当选总统，美股都会飞起来。蔚来有广阔的中国市场，发展潜力巨大，牛气冲天就是它的趋势。","html":"不管谁当选总统，美股都会飞起来。蔚来有广阔的中国市场，发展潜力巨大，牛气冲天就是它的趋势。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":309655535,"gmtCreate":1602683216527,"gmtModify":1703827434448,"author":{"id":"3545213619877372","authorId":"3545213619877372","authorIdStr":"3545213619877372","name":"jammyXP","avatar":"https://static.tigerbbs.com/e0c704fef7ac2a8deec2325a443b74e0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>盘前23.5开了好多空单的兄弟还好吗？","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>盘前23.5开了好多空单的兄弟还好吗？","text":"$蔚来(NIO)$盘前23.5开了好多空单的兄弟还好吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/309655535","isVote":1,"tweetType":1,"viewCount":799,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3513055671840343","authorId":"3513055671840343","authorIdStr":"3513055671840343","name":"波兄","avatar":"https://static.tigerbbs.com/984a830251fd6bbca1924358c5717a77","crmLevel":1,"crmLevelSwitch":0},"content":"我没开空单，我给卖了，我不好，非常不好[流泪] [流泪]","text":"我没开空单，我给卖了，我不好，非常不好[流泪] [流泪]","html":"我没开空单，我给卖了，我不好，非常不好[流泪] [流泪]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":949431583,"gmtCreate":1594291617442,"gmtModify":1704204960744,"author":{"id":"3545213619877372","authorId":"3545213619877372","authorIdStr":"3545213619877372","name":"jammyXP","avatar":"https://static.tigerbbs.com/e0c704fef7ac2a8deec2325a443b74e0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>CNN昨天给nio的next 12 month forecast是最高88最低7块图忘了截。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>CNN昨天给nio的next 12 month forecast是最高88最低7块图忘了截。","text":"$蔚来(NIO)$CNN昨天给nio的next 12 month forecast是最高88最低7块图忘了截。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/949431583","isVote":1,"tweetType":1,"viewCount":2314,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3535637642267576","authorId":"3535637642267576","authorIdStr":"3535637642267576","name":"特斯拉头号大空头","avatar":"https://static.tigerbbs.com/878727417dd6fbc7a9e67ca92e7a6e3a","crmLevel":2,"crmLevelSwitch":0},"content":"88？你疯了","text":"88？你疯了","html":"88？你疯了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":923936574,"gmtCreate":1585674913998,"gmtModify":1704358656645,"author":{"id":"3545213619877372","authorId":"3545213619877372","authorIdStr":"3545213619877372","name":"jammyXP","avatar":"https://static.tigerbbs.com/e0c704fef7ac2a8deec2325a443b74e0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/OXY\">$西方石油(OXY)$</a>11.15，可抄底吗？","listText":"<a href=\"https://laohu8.com/S/OXY\">$西方石油(OXY)$</a>11.15，可抄底吗？","text":"$西方石油(OXY)$11.15，可抄底吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/923936574","isVote":1,"tweetType":1,"viewCount":4356,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3534407196057804","authorId":"3534407196057804","authorIdStr":"3534407196057804","name":"赚美元开大G","avatar":"https://static.tigerbbs.com/0c298a8cad5d702deaa30e24c1e90ff5","crmLevel":9,"crmLevelSwitch":1},"content":"反正这股9块已经跌不动了","text":"反正这股9块已经跌不动了","html":"反正这股9块已经跌不动了"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}