风铃泡泡的个人主页 - 老虎社区

风铃泡泡

风铃泡泡

不赚够一个小目标绝不出金

IP属地：北京

95关注

306粉丝

0主题

0勋章

2022-12-02

$小鹏汽车(XPEV)$ 十一月份交付才五千多辆，就目前这疫情，十二月份也提不上来，目前全年才造成预期目标的44%，车型也不被认可，面对市场大环境，和竞争对手林立

2022-12-01

$小鹏汽车(XPEV)$ 这么好的机会不空？就没有其他机会了！

2022-12-01

这是唯一翻身的可能

抱歉，原内容已删除

2022-12-01

$小鹏汽车(XPEV)$ 此时不空，更待何时？

2022-11-30

$小鹏汽车(XPEV)$ 空吧

2022-11-22

嗯嗯嗯嗯嗯

综述 | “中字头”暴涨，更有盘中飙涨40%！恒生科指跌超3%，美团跌超8%

2022-11-11

$哔哩哔哩-W(09626)$ 一个做视频创作分享的，主要靠会员费，其它的直播带货啥的都是尝试一下，空吧

2022-11-10

$小鹏汽车(XPEV)$ 虚晃一枪而已

2022-11-10

$Amerco(UHAL)$ 一拆十？

2022-11-04

$小鹏汽车-W(09868)$空吧

2022-11-04

$西方石油(OXY)$气死了，不到十块的时候犹豫了没买！

2022-11-03

硬不过三秒

美联储连续第四次加息75个基点，暗示可能放缓加息步伐

2022-10-28

$老虎证券(TIGR)$

2022-10-26

$小鹏汽车(XPEV)$还得跌下去，现在可以空了

2022-10-26

$小鹏汽车(XPEV)$放心吧，还得跌到6以下的，现在可以空了

2022-10-20

小鹏呢

王兴：未来两三年，中国高端市场就看“理蔚华”

2022-10-20

还36呢，都快破7了

【券商聚焦】瑞信维持小鹏汽车(XPEV)“跑赢大市”评级指其9月交付量符合保守预期

2022-10-19

$小鹏汽车(XPEV)$你们看吧，我说什么来着

2022-10-18

$小鹏汽车(XPEV)$帅不过三秒

2022-10-18

$小鹏汽车(XPEV)$扶不起来，快撤吧

去老虎APP查看更多动态

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16:46","market":"hk","language":"zh","title":"综述 | “中字头”暴涨，更有盘中飙涨40%！恒生科指跌超3%，美团跌超8%","url":"https://stock-news.laohu8.com/highlight/detail?id=1149901763","media":"老虎资讯综合","summary":"摘要：恒生科指跌超3%，哔哩哔哩跌近9%；A股中字头个股全线狂飙，新冠检测板块跌幅居前；美国三大股指期货下跌，欧洲主要指数涨跌不一。港股港股三大指数临近午盘冲高，午后再度走低，恒生科技指数最终收跌3.","content":"<html><head></head><body><blockquote><b>摘要：恒生科指跌超3%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌近9%；A股中字头个股全线狂飙，新冠检测板块跌幅居前；美国三大股指期货下跌，欧洲主要指数涨跌不一。</b></blockquote><p><b>港股</b></p><p>港股三大指数临近午盘冲高，午后再度走低，恒生科技指数最终收跌3.23%，盘中一度跌4%，恒指、国指分别跌1.31%和1.68%。南下资金全日净流出29.54亿港元，大市成交额为1271亿港元。</p><p>板块方面，科网股走低，哔哩哔哩跌近9%，美团跌超8%，快手跌超6%，<a href=\"https://laohu8.com/S/JD\">京东</a>、阿里跌超4%，<a href=\"https://laohu8.com/S/00700\">腾讯</a>跌超2%。</p><p>餐饮股延续跌势，<a href=\"https://laohu8.com/S/09869\">海伦司</a>跌超9%，<a href=\"https://laohu8.com/S/00520\">呷哺呷哺</a>、<a href=\"https://laohu8.com/S/09922\">九毛九</a>、<a href=\"https://laohu8.com/S/06862\">海底捞</a>跌超5%。</p><p>内房股走低，时代中国跌超12%，旭辉控股跌超10%，<a href=\"https://laohu8.com/S/03380\">龙光集团</a>跌超9%，<a href=\"https://laohu8.com/S/03383\">雅居乐集团</a>、<a href=\"https://laohu8.com/S/02777\">富力地产</a>跌超7%。</p><p>汽车股跌幅居前，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌超6%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌近5%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>跌超4%，<a href=\"https://laohu8.com/S/01211\">比亚迪股份</a>跌超3%。</p><p>SaaS概念股下挫，<a href=\"https://laohu8.com/S/06696\">多想云</a>跌近58%，<a href=\"https://laohu8.com/S/08083\">中国有赞</a>跌近14%，<a href=\"https://laohu8.com/S/02158\">医渡科技</a>跌超9%，<a href=\"https://laohu8.com/S/02013\">微盟集团</a>跌超6%，百融云跌超5%。</p><p>除此之外，盘面上，央企板块中基建股等拉升，<a href=\"https://laohu8.com/S/601618\">中国中冶</a>大近13%；电信股走高，<a href=\"https://laohu8.com/S/600050\">中国联通</a>涨近9%；<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>概念股、烟草股、光伏股、博彩股、体育用品股、医药股、教育股等走低；另一方面，航运股、内险股、煤炭股、军工股、钢铁股、黄金股等涨幅居前。</p><p><b>个股方面，</b><a href=\"https://laohu8.com/S/03690\">美团-W</a>跌超8%，公司将于11月25日公布三季度业绩。</p><p><a href=\"https://laohu8.com/S/01024\">快手-W</a>跌超6%，公司将于今日放榜，机构料亏损收窄，广告收入承压。</p><p><a href=\"https://laohu8.com/S/01800\">中国交通建设</a>涨超8%，机构：重点关注基建结构性机会，央国企业绩释放动能增强。</p><p>中铝国际盘中一度拉升超40%，截至收盘，该股涨超25%。机构看好龙头股估值修复机会。</p><p><img src=\"https://static.tigerbbs.com/38e7be474b8eec4fe638b85d6e9dc9bd\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><b>A股</b></p><p>三大指数涨跌不一，沪指在中字头股支撑下涨0.13%报3088点，深成指跌1.18%，创业板指跌1.8%。成交额8840亿，北上资金净流入17亿。</p><p>盘面上，供销社概念全线走低，<a href=\"https://laohu8.com/S/002999\">天禾股份</a>、<a href=\"https://laohu8.com/S/603029\">天鹅股份</a>跌停，<a href=\"https://laohu8.com/S/002556\">辉隆股份</a>跌6.29%，<a href=\"https://laohu8.com/S/600318\">新力金融</a>、<a href=\"https://laohu8.com/S/000722\">湖南发展</a>、<a href=\"https://laohu8.com/S/603970\">中农立华</a>跌超5%。</p><p>新冠检测板块跌幅居前，<a href=\"https://laohu8.com/S/301087\">可孚医疗</a>跌8.11%，<a href=\"https://laohu8.com/S/301060\">兰卫医学</a>跌7.14%，<a href=\"https://laohu8.com/S/002223\">鱼跃医疗</a>、<a href=\"https://laohu8.com/S/688298\">东方生物</a>跌超6%。</p><p>中药板块表现低迷，<a href=\"https://laohu8.com/S/603998\">方盛制药</a>、<a href=\"https://laohu8.com/S/002907\">华森制药</a>跌停，<a href=\"https://laohu8.com/S/002644\">佛慈制药</a>、<a href=\"https://laohu8.com/S/301111\">粤万年青</a>跌超7%，<a href=\"https://laohu8.com/S/603439\">贵州三力</a>、<a href=\"https://laohu8.com/S/002873\">新天药业</a>、<a href=\"https://laohu8.com/S/603963\">大理药业</a>跌超6%。</p><p>HJT电池板块回调，<a href=\"https://laohu8.com/S/603778\">乾景园林</a>领跌，<a href=\"https://laohu8.com/S/603396\">金辰股份</a>跌7.82%，<a href=\"https://laohu8.com/S/300842\">帝科股份</a>、<a href=\"https://laohu8.com/S/300410\">正业科技</a>跌超6%，<a href=\"https://laohu8.com/S/603212\">赛伍技术</a>、三孚新科、<a href=\"https://laohu8.com/S/002459\">晶澳科技</a>跌超4%。</p><p>中字头个股全线狂飙，中铁装配、中国交建等纷纷涨停，中铝国际、中国化学涨超8%，中国中冶、中工国际涨超6%。</p><p>教育板块再度活跃，凯文教育、<a href=\"https://laohu8.com/S/600661\">昂立教育</a>、<a href=\"https://laohu8.com/S/XUE\">学大教育</a>涨停，国新文化、<a href=\"https://laohu8.com/S/300192\">科德教育</a>涨超5%，传智教育、<a href=\"https://laohu8.com/S/002607\">中公教育</a>涨超3%。</p><p>银行板块普涨，<a href=\"https://laohu8.com/S/601998\">中信银行</a>、<a href=\"https://laohu8.com/S/601658\">邮储银行</a>、成都银行涨超3%，宁波银行、<a href=\"https://laohu8.com/S/601166\">兴业银行</a>、<a href=\"https://laohu8.com/S/600015\">华夏银行</a>、<a href=\"https://laohu8.com/S/600919\">江苏银行</a>涨超2%。</p><p>PET铜箔涨幅居前，<a href=\"https://laohu8.com/S/002846\">英联股份</a>涨停，<a href=\"https://laohu8.com/S/002585\">双星新材</a>涨8.57%，沃格光电涨4.05%，光华科技、<a href=\"https://laohu8.com/S/301389\">隆扬电子</a>、<a href=\"https://laohu8.com/S/002992\">宝明科技</a>涨超3%。</p><p><b>美股</b></p><p>美国三大股指期货下跌，截至发稿，道指期货跌0.19%；标普500指数期货跌0.28%；纳斯达克100指数期货跌0.46%。<img src=\"https://static.tigerbbs.com/6e739b153a0139a11b624279c05241c9\" tg-width=\"828\" tg-height=\"250\" referrerpolicy=\"no-referrer\"/><b>欧股</b></p><p>欧洲主要指数涨跌不一，欧洲斯托克50指数跌0.11%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数涨0.65%，德国DAX30指数跌0.10%。<img src=\"https://static.tigerbbs.com/b56dcdea5cc16f5202295e49b8e18198\" tg-width=\"825\" tg-height=\"353\" referrerpolicy=\"no-referrer\"/><b>原油</b></p><p>国际油价上涨，美油报80.72美元/桶，日内涨幅0.89%；布油现报88.38美元/桶，日内涨幅1.04%。</p><p>国际油价走高，延续隔夜反弹走势，OPEC+对增产持谨慎态度，且美元回落抵消了全球经济衰退前景引发的需求担忧带来的利空。但对亚洲疫情可能会拖累需求前景的担忧下，油价仍偏向弱势。</p><p><b>黄金</b></p><p>现货黄金日内涨0.30%，报1744.95美元/盎司。</p><p>国际金价上涨，因美元指数走低。围绕美联储政策前景可能的调整，投资者焦点转向即将公布的美联储11月会议纪要，以寻找未来加息线索。实物需求向好，根据世界黄金协会11月份的报告，各国央行在7月至9月期间净购买黄金399.3吨，是去年同期的四倍多。</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>综述 | “中字头”暴涨，更有盘中飙涨40%！恒生科指跌超3%，美团跌超8%</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综述 | “中字头”暴涨，更有盘中飙涨40%！恒生科指跌超3%，美团跌超8%\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\">2022-11-22 16:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><b>摘要：恒生科指跌超3%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌近9%；A股中字头个股全线狂飙，新冠检测板块跌幅居前；美国三大股指期货下跌，欧洲主要指数涨跌不一。</b></blockquote><p><b>港股</b></p><p>港股三大指数临近午盘冲高，午后再度走低，恒生科技指数最终收跌3.23%，盘中一度跌4%，恒指、国指分别跌1.31%和1.68%。南下资金全日净流出29.54亿港元，大市成交额为1271亿港元。</p><p>板块方面，科网股走低，哔哩哔哩跌近9%，美团跌超8%，快手跌超6%，<a href=\"https://laohu8.com/S/JD\">京东</a>、阿里跌超4%，<a href=\"https://laohu8.com/S/00700\">腾讯</a>跌超2%。</p><p>餐饮股延续跌势，<a href=\"https://laohu8.com/S/09869\">海伦司</a>跌超9%，<a href=\"https://laohu8.com/S/00520\">呷哺呷哺</a>、<a href=\"https://laohu8.com/S/09922\">九毛九</a>、<a href=\"https://laohu8.com/S/06862\">海底捞</a>跌超5%。</p><p>内房股走低，时代中国跌超12%，旭辉控股跌超10%，<a href=\"https://laohu8.com/S/03380\">龙光集团</a>跌超9%，<a href=\"https://laohu8.com/S/03383\">雅居乐集团</a>、<a href=\"https://laohu8.com/S/02777\">富力地产</a>跌超7%。</p><p>汽车股跌幅居前，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌超6%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌近5%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>跌超4%，<a href=\"https://laohu8.com/S/01211\">比亚迪股份</a>跌超3%。</p><p>SaaS概念股下挫，<a href=\"https://laohu8.com/S/06696\">多想云</a>跌近58%，<a href=\"https://laohu8.com/S/08083\">中国有赞</a>跌近14%，<a href=\"https://laohu8.com/S/02158\">医渡科技</a>跌超9%，<a href=\"https://laohu8.com/S/02013\">微盟集团</a>跌超6%，百融云跌超5%。</p><p>除此之外，盘面上，央企板块中基建股等拉升，<a href=\"https://laohu8.com/S/601618\">中国中冶</a>大近13%；电信股走高，<a href=\"https://laohu8.com/S/600050\">中国联通</a>涨近9%；<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>概念股、烟草股、光伏股、博彩股、体育用品股、医药股、教育股等走低；另一方面，航运股、内险股、煤炭股、军工股、钢铁股、黄金股等涨幅居前。</p><p><b>个股方面，</b><a href=\"https://laohu8.com/S/03690\">美团-W</a>跌超8%，公司将于11月25日公布三季度业绩。</p><p><a href=\"https://laohu8.com/S/01024\">快手-W</a>跌超6%，公司将于今日放榜，机构料亏损收窄，广告收入承压。</p><p><a href=\"https://laohu8.com/S/01800\">中国交通建设</a>涨超8%，机构：重点关注基建结构性机会，央国企业绩释放动能增强。</p><p>中铝国际盘中一度拉升超40%，截至收盘，该股涨超25%。机构看好龙头股估值修复机会。</p><p><img src=\"https://static.tigerbbs.com/38e7be474b8eec4fe638b85d6e9dc9bd\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><b>A股</b></p><p>三大指数涨跌不一，沪指在中字头股支撑下涨0.13%报3088点，深成指跌1.18%，创业板指跌1.8%。成交额8840亿，北上资金净流入17亿。</p><p>盘面上，供销社概念全线走低，<a href=\"https://laohu8.com/S/002999\">天禾股份</a>、<a href=\"https://laohu8.com/S/603029\">天鹅股份</a>跌停，<a href=\"https://laohu8.com/S/002556\">辉隆股份</a>跌6.29%，<a href=\"https://laohu8.com/S/600318\">新力金融</a>、<a href=\"https://laohu8.com/S/000722\">湖南发展</a>、<a href=\"https://laohu8.com/S/603970\">中农立华</a>跌超5%。</p><p>新冠检测板块跌幅居前，<a href=\"https://laohu8.com/S/301087\">可孚医疗</a>跌8.11%，<a href=\"https://laohu8.com/S/301060\">兰卫医学</a>跌7.14%，<a href=\"https://laohu8.com/S/002223\">鱼跃医疗</a>、<a href=\"https://laohu8.com/S/688298\">东方生物</a>跌超6%。</p><p>中药板块表现低迷，<a href=\"https://laohu8.com/S/603998\">方盛制药</a>、<a href=\"https://laohu8.com/S/002907\">华森制药</a>跌停，<a href=\"https://laohu8.com/S/002644\">佛慈制药</a>、<a href=\"https://laohu8.com/S/301111\">粤万年青</a>跌超7%，<a href=\"https://laohu8.com/S/603439\">贵州三力</a>、<a href=\"https://laohu8.com/S/002873\">新天药业</a>、<a href=\"https://laohu8.com/S/603963\">大理药业</a>跌超6%。</p><p>HJT电池板块回调，<a href=\"https://laohu8.com/S/603778\">乾景园林</a>领跌，<a href=\"https://laohu8.com/S/603396\">金辰股份</a>跌7.82%，<a href=\"https://laohu8.com/S/300842\">帝科股份</a>、<a href=\"https://laohu8.com/S/300410\">正业科技</a>跌超6%，<a href=\"https://laohu8.com/S/603212\">赛伍技术</a>、三孚新科、<a href=\"https://laohu8.com/S/002459\">晶澳科技</a>跌超4%。</p><p>中字头个股全线狂飙，中铁装配、中国交建等纷纷涨停，中铝国际、中国化学涨超8%，中国中冶、中工国际涨超6%。</p><p>教育板块再度活跃，凯文教育、<a href=\"https://laohu8.com/S/600661\">昂立教育</a>、<a href=\"https://laohu8.com/S/XUE\">学大教育</a>涨停，国新文化、<a href=\"https://laohu8.com/S/300192\">科德教育</a>涨超5%，传智教育、<a href=\"https://laohu8.com/S/002607\">中公教育</a>涨超3%。</p><p>银行板块普涨，<a href=\"https://laohu8.com/S/601998\">中信银行</a>、<a href=\"https://laohu8.com/S/601658\">邮储银行</a>、成都银行涨超3%，宁波银行、<a href=\"https://laohu8.com/S/601166\">兴业银行</a>、<a href=\"https://laohu8.com/S/600015\">华夏银行</a>、<a href=\"https://laohu8.com/S/600919\">江苏银行</a>涨超2%。</p><p>PET铜箔涨幅居前，<a href=\"https://laohu8.com/S/002846\">英联股份</a>涨停，<a href=\"https://laohu8.com/S/002585\">双星新材</a>涨8.57%，沃格光电涨4.05%，光华科技、<a href=\"https://laohu8.com/S/301389\">隆扬电子</a>、<a href=\"https://laohu8.com/S/002992\">宝明科技</a>涨超3%。</p><p><b>美股</b></p><p>美国三大股指期货下跌，截至发稿，道指期货跌0.19%；标普500指数期货跌0.28%；纳斯达克100指数期货跌0.46%。<img src=\"https://static.tigerbbs.com/6e739b153a0139a11b624279c05241c9\" tg-width=\"828\" tg-height=\"250\" referrerpolicy=\"no-referrer\"/><b>欧股</b></p><p>欧洲主要指数涨跌不一，欧洲斯托克50指数跌0.11%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数涨0.65%，德国DAX30指数跌0.10%。<img src=\"https://static.tigerbbs.com/b56dcdea5cc16f5202295e49b8e18198\" tg-width=\"825\" tg-height=\"353\" referrerpolicy=\"no-referrer\"/><b>原油</b></p><p>国际油价上涨，美油报80.72美元/桶，日内涨幅0.89%；布油现报88.38美元/桶，日内涨幅1.04%。</p><p>国际油价走高，延续隔夜反弹走势，OPEC+对增产持谨慎态度，且美元回落抵消了全球经济衰退前景引发的需求担忧带来的利空。但对亚洲疫情可能会拖累需求前景的担忧下，油价仍偏向弱势。</p><p><b>黄金</b></p><p>现货黄金日内涨0.30%，报1744.95美元/盎司。</p><p>国际金价上涨，因美元指数走低。围绕美联储政策前景可能的调整，投资者焦点转向即将公布的美联储11月会议纪要，以寻找未来加息线索。实物需求向好，根据世界黄金协会11月份的报告，各国央行在7月至9月期间净购买黄金399.3吨，是去年同期的四倍多。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a5d11890cd6ccd454a56d86737fd3353","relate_stocks":{"BK1591":"就地过年概念","BK1142":"互联网与直销零售","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU0672654166.SGD":"FTIF - Templeton Asian Growth A (acc) SGD-H1","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","03690":"美团-W","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU0543330483.HKD":"TEMPLETON ASIAN GROWTH \"A\" (HKD) ACC","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) 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02:00","market":"other","language":"zh","title":"美联储连续第四次加息75个基点，暗示可能放缓加息步伐","url":"https://stock-news.laohu8.com/highlight/detail?id=1150358650","media":"老虎资讯综合","summary":"美联储宣布加息75个基点，将联邦基金利率目标区间上调到3.75%至4.00%之间，符合市场预期。这是美联储今年以来的第六次加息，也是连续第四次加息75个基点，今年已累计加息375个基点。当地时间周三（","content":"<html><head></head><body><blockquote><b>美联储宣布加息75个基点，将联邦基金利率目标区间上调到3.75%至4.00%之间，符合市场预期。这是美联储今年以来的第六次加息，也是连续第四次加息75个基点，今年已累计加息375个基点。</b></blockquote><p>当地时间周三（11月2日），美联储联邦公开市场委员会（FOMC）公布了最新利率决议，与市场预期一致，继续加息75个基点，将联邦基金利率目标区间上调至3.75%-4%。</p><p>这是美联储年内第六次加息，也是其首次连续在四次会议上加息75个基点，今年已累计加息375个基点。</p><p>FOMC所有票委一致通过了本次会议加息75个基点的决定。</p><p>FOMC在声明中称，最近的指标显示，支出和生产都出现了温和增长，近几个月来，就业增长势头强劲，失业率保持在较低水平。通胀居高不下，反映出与新冠疫情有关的供需失衡、食品和能源价格上涨以及更广泛的价格压力，<b>需要继续加息，直到利率达到足够限制性的水平。</b></p><p>声明指出，俄乌冲突及相关事件给通胀带来了额外的上行压力，并给全球经济活动带来了压力。</p><p>FOMC还表示，将监测经济和金融发展，准备适当调整货币政策。</p><p>在11月利率会议召开之前，市场对于本次加息幅度的预测出奇的一致，加息75个基点可以说是几乎没有悬念。但这并不代表本次议息会议没有看点，相反，投资者密切关注决策者释放的关于12月利率决议的相关线索。</p><p>需要说明的是，美联储公布11月利率决议时，并未发布新的经济和利率预测。</p><p><span style=\"color:rgba(241,40,25,1);\"><b>美联储掉期交易显示，12月美联储加息75个基点的概率降至30%的水平。</b></span></p><blockquote><b>市场分析：“美联储暗示未来将放缓加息”的解读从何而来？</b></blockquote><p>美联储再次加息75个基点，暗示未来将放缓加息步伐，美国股市随即飙升。<b>FOMC声明表示，在决定未来目标区间的加息步伐时，委员会将考虑货币政策的累积收紧程度、货币政策对经济活动和通胀的影响滞后程度，以及经济和金融发展。</b><span style=\"color:rgba(234,35,20,1);\">市场对这句话的解读就是美联储暗示未来将放缓加息。</span></p><blockquote><b>美国白宫：美联储最新加息行动将有助于驯服通胀</b></blockquote><p>白宫发言人：相信美联储第四次75个基点的加息将有助于压低通胀，随着按揭贷款利率上涨，住房市场的需求应当继续降温，库存应当增加。</p><blockquote><b>市场动态一览</b></blockquote><p>2年美债收益率下跌10余个基点至4.44%；</p><p>美元指数在美联储决议发布后加速下跌，触及日低110.60，日内跌0.8%。</p><p>美股三大指数悉数转涨；</p><p><img src=\"https://static.tigerbbs.com/2f1a987a50bfd1dc073f6d9c91104ede\" tg-width=\"828\" tg-height=\"277\" referrerpolicy=\"no-referrer\"/><b>机构评美联储利率决议：</b>值得注意的是，这次加息75个基点仍获得12个票委的一致通过。让我们面对现实吧，任何赞成放缓激进加息步伐的人，可能都要求把关注政策的滞后效应作为他们的代价。</p><p><b>分析师评美联储利率决议：</b>美联储在明年2月之前回到仅加息25个基点的水平是有意义的，无论终端利率最终会上升到什么水平。联邦基金期货市场认为该声明非常温和。然而，联邦基金利率期货对终端利率的定价表明市场认为本次的FOMC声明非常鸽派。</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>美联储连续第四次加息75个基点，暗示可能放缓加息步伐</title>\n<style 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}\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美联储连续第四次加息75个基点，暗示可能放缓加息步伐\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\">2022-11-03 02:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><b>美联储宣布加息75个基点，将联邦基金利率目标区间上调到3.75%至4.00%之间，符合市场预期。这是美联储今年以来的第六次加息，也是连续第四次加息75个基点，今年已累计加息375个基点。</b></blockquote><p>当地时间周三（11月2日），美联储联邦公开市场委员会（FOMC）公布了最新利率决议，与市场预期一致，继续加息75个基点，将联邦基金利率目标区间上调至3.75%-4%。</p><p>这是美联储年内第六次加息，也是其首次连续在四次会议上加息75个基点，今年已累计加息375个基点。</p><p>FOMC所有票委一致通过了本次会议加息75个基点的决定。</p><p>FOMC在声明中称，最近的指标显示，支出和生产都出现了温和增长，近几个月来，就业增长势头强劲，失业率保持在较低水平。通胀居高不下，反映出与新冠疫情有关的供需失衡、食品和能源价格上涨以及更广泛的价格压力，<b>需要继续加息，直到利率达到足够限制性的水平。</b></p><p>声明指出，俄乌冲突及相关事件给通胀带来了额外的上行压力，并给全球经济活动带来了压力。</p><p>FOMC还表示，将监测经济和金融发展，准备适当调整货币政策。</p><p>在11月利率会议召开之前，市场对于本次加息幅度的预测出奇的一致，加息75个基点可以说是几乎没有悬念。但这并不代表本次议息会议没有看点，相反，投资者密切关注决策者释放的关于12月利率决议的相关线索。</p><p>需要说明的是，美联储公布11月利率决议时，并未发布新的经济和利率预测。</p><p><span style=\"color:rgba(241,40,25,1);\"><b>美联储掉期交易显示，12月美联储加息75个基点的概率降至30%的水平。</b></span></p><blockquote><b>市场分析：“美联储暗示未来将放缓加息”的解读从何而来？</b></blockquote><p>美联储再次加息75个基点，暗示未来将放缓加息步伐，美国股市随即飙升。<b>FOMC声明表示，在决定未来目标区间的加息步伐时，委员会将考虑货币政策的累积收紧程度、货币政策对经济活动和通胀的影响滞后程度，以及经济和金融发展。</b><span style=\"color:rgba(234,35,20,1);\">市场对这句话的解读就是美联储暗示未来将放缓加息。</span></p><blockquote><b>美国白宫：美联储最新加息行动将有助于驯服通胀</b></blockquote><p>白宫发言人：相信美联储第四次75个基点的加息将有助于压低通胀，随着按揭贷款利率上涨，住房市场的需求应当继续降温，库存应当增加。</p><blockquote><b>市场动态一览</b></blockquote><p>2年美债收益率下跌10余个基点至4.44%；</p><p>美元指数在美联储决议发布后加速下跌，触及日低110.60，日内跌0.8%。</p><p>美股三大指数悉数转涨；</p><p><img src=\"https://static.tigerbbs.com/2f1a987a50bfd1dc073f6d9c91104ede\" tg-width=\"828\" tg-height=\"277\" referrerpolicy=\"no-referrer\"/><b>机构评美联储利率决议：</b>值得注意的是，这次加息75个基点仍获得12个票委的一致通过。让我们面对现实吧，任何赞成放缓激进加息步伐的人，可能都要求把关注政策的滞后效应作为他们的代价。</p><p><b>分析师评美联储利率决议：</b>美联储在明年2月之前回到仅加息25个基点的水平是有意义的，无论终端利率最终会上升到什么水平。联邦基金期货市场认为该声明非常温和。然而，联邦基金利率期货对终端利率的定价表明市场认为本次的FOMC声明非常鸽派。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/627bc890436e46f74a0fe8143398a725","relate_stocks":{".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150358650","content_text":"美联储宣布加息75个基点，将联邦基金利率目标区间上调到3.75%至4.00%之间，符合市场预期。这是美联储今年以来的第六次加息，也是连续第四次加息75个基点，今年已累计加息375个基点。当地时间周三（11月2日），美联储联邦公开市场委员会（FOMC）公布了最新利率决议，与市场预期一致，继续加息75个基点，将联邦基金利率目标区间上调至3.75%-4%。这是美联储年内第六次加息，也是其首次连续在四次会议上加息75个基点，今年已累计加息375个基点。FOMC所有票委一致通过了本次会议加息75个基点的决定。FOMC在声明中称，最近的指标显示，支出和生产都出现了温和增长，近几个月来，就业增长势头强劲，失业率保持在较低水平。通胀居高不下，反映出与新冠疫情有关的供需失衡、食品和能源价格上涨以及更广泛的价格压力，需要继续加息，直到利率达到足够限制性的水平。声明指出，俄乌冲突及相关事件给通胀带来了额外的上行压力，并给全球经济活动带来了压力。FOMC还表示，将监测经济和金融发展，准备适当调整货币政策。在11月利率会议召开之前，市场对于本次加息幅度的预测出奇的一致，加息75个基点可以说是几乎没有悬念。但这并不代表本次议息会议没有看点，相反，投资者密切关注决策者释放的关于12月利率决议的相关线索。需要说明的是，美联储公布11月利率决议时，并未发布新的经济和利率预测。美联储掉期交易显示，12月美联储加息75个基点的概率降至30%的水平。市场分析：“美联储暗示未来将放缓加息”的解读从何而来？美联储再次加息75个基点，暗示未来将放缓加息步伐，美国股市随即飙升。FOMC声明表示，在决定未来目标区间的加息步伐时，委员会将考虑货币政策的累积收紧程度、货币政策对经济活动和通胀的影响滞后程度，以及经济和金融发展。市场对这句话的解读就是美联储暗示未来将放缓加息。美国白宫：美联储最新加息行动将有助于驯服通胀白宫发言人：相信美联储第四次75个基点的加息将有助于压低通胀，随着按揭贷款利率上涨，住房市场的需求应当继续降温，库存应当增加。市场动态一览2年美债收益率下跌10余个基点至4.44%；美元指数在美联储决议发布后加速下跌，触及日低110.60，日内跌0.8%。美股三大指数悉数转涨；机构评美联储利率决议：值得注意的是，这次加息75个基点仍获得12个票委的一致通过。让我们面对现实吧，任何赞成放缓激进加息步伐的人，可能都要求把关注政策的滞后效应作为他们的代价。分析师评美联储利率决议：美联储在明年2月之前回到仅加息25个基点的水平是有意义的，无论终端利率最终会上升到什么水平。联邦基金期货市场认为该声明非常温和。然而，联邦基金利率期货对终端利率的定价表明市场认为本次的FOMC声明非常鸽派。","news_type":1},"isVote":1,"tweetType":1,"viewCount":769,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":665354201,"gmtCreate":1666962346405,"gmtModify":1666964110685,"author":{"id":"3553424400895911","authorId":"3553424400895911","name":"风铃泡泡","avatar":"https://static.tigerbbs.com/7cea9b8a2671ca7e510e77d94b3dd8ff","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3553424400895911","authorIdStr":"3553424400895911"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a><v-v data-views=\"1\"></v-v>","text":"$老虎证券(TIGR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/665354201","isVote":1,"tweetType":1,"viewCount":152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":662452408,"gmtCreate":1666715042504,"gmtModify":1666715046582,"author":{"id":"3553424400895911","authorId":"3553424400895911","name":"风铃泡泡","avatar":"https://static.tigerbbs.com/7cea9b8a2671ca7e510e77d94b3dd8ff","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3553424400895911","authorIdStr":"3553424400895911"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a><v-v data-views=\"0\"></v-v>还得跌下去，现在可以空了","listText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a><v-v data-views=\"0\"></v-v>还得跌下去，现在可以空了","text":"$小鹏汽车(XPEV)$还得跌下去，现在可以空了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/662452408","isVote":1,"tweetType":1,"viewCount":1134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":662452260,"gmtCreate":1666715022550,"gmtModify":1666715023754,"author":{"id":"3553424400895911","authorId":"3553424400895911","name":"风铃泡泡","avatar":"https://static.tigerbbs.com/7cea9b8a2671ca7e510e77d94b3dd8ff","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3553424400895911","authorIdStr":"3553424400895911"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>放心吧，还得跌到6以下的，现在可以空了","listText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>放心吧，还得跌到6以下的，现在可以空了","text":"$小鹏汽车(XPEV)$放心吧，还得跌到6以下的，现在可以空了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/662452260","isVote":1,"tweetType":1,"viewCount":901,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":662320133,"gmtCreate":1666208169222,"gmtModify":1666208174871,"author":{"id":"3553424400895911","authorId":"3553424400895911","name":"风铃泡泡","avatar":"https://static.tigerbbs.com/7cea9b8a2671ca7e510e77d94b3dd8ff","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3553424400895911","authorIdStr":"3553424400895911"},"themes":[],"htmlText":"小鹏呢","listText":"小鹏呢","text":"小鹏呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/662320133","repostId":"2276196178","repostType":2,"repost":{"id":"2276196178","kind":"news","pubTimestamp":1666146002,"share":"https://www.laohu8.com/m/news/2276196178?lang=&edition=full","pubTime":"2022-10-19 10:20","market":"hk","language":"zh","title":"王兴：未来两三年，中国高端市场就看“理蔚华”","url":"https://stock-news.laohu8.com/highlight/detail?id=2276196178","media":"市场资讯","summary":"理想停产，蔚来掉队，王兴为何还力挺“理蔚华”？“过去二三十年，中国高端车市场的领导者一直是德系BBA，接下来两三年就要看‘理蔚华’  了。不管哪家赢，中国都会赢”。截至2022年2月28日，王兴直接和间接持有理想汽车19.2%的股份，并拥有7.5%的投票权。理想汽车也给王兴带来了一笔可观的收益，今年第一季度，王兴连续三次减持理想汽车股票，套现约1.87亿元。二十年后，中国则通过新能源车在全球汽车市场跑出了加速度。","content":"<p></p><p><img src=\"http://n.sinaimg.cn/finance/crawl/113/w550h363/20221019/ec20-ccf65505026fbebebe3da73ea85d7d12.png\" tg-width=\"550\" tg-height=\"363\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><h2>理想停产，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>掉队，王兴为何还力挺“理蔚华”？</h2><p></p><p>作者 |&nbsp;笑 笑</p><p>出品&nbsp;|&nbsp;投资人说（touzirenshuo）</p><p>2016年，当<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>推出Model 3时，国内新能源汽车只是刚刚起步，但仅仅用了六年时间，新能源车国内零售渗透率已经上升到了31.8%。</p><p>除了理想、小鹏、<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>在内的最早一批新能源造车新势力之外，哪吒、零跑、威马等后来者也是毫不示弱。</p><p>此外，汽车巨头的“亲儿子”<a href=\"https://laohu8.com/S/002594\">比亚迪</a>新能源车、吉利、埃安争相崛起；大厂华为、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、小米携生态王牌下场入局……</p><p>目前，国内新能源车赛道依旧如火如荼，就连美团CEO王兴也评论起新能源车局势。</p><p>国庆期间，王兴不仅转发了<a href=\"https://laohu8.com/S/LI\">理想汽车</a>9月份交付过万的成绩单，而且直接为老朋友打call：</p><p>“过去二三十年，中国高端车市场的领导者一直是德系BBA（奔驰、宝马、奥迪），接下来两三年就要看‘理蔚华’ （理想、蔚来、华为） 了。不管哪家赢，中国都会赢”。</p><p><img src=\"http://n.sinaimg.cn/finance/crawl/2/w1h1/20221019/c3cc-55ce8400f08cb1bc0be6c32cf1da2a84.jpg\" tg-width=\"1\" tg-height=\"1\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><img src=\"http://n.sinaimg.cn/finance/crawl/183/w550h433/20221019/e865-bf8c5031dcaac885a58a08a1b692e966.png\" tg-width=\"550\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>对于王兴的这条评论，有人嗤之以鼻，认为只是外行人在看热闹。</p><p>实则不然，王兴虽然没有亲自下场造车，但其实早就通过投资的方式在新能源车领域进行了布局。</p><p>王兴此次力挺理想汽车的一个重要原因在于王兴曾是理想汽车第二大股东。</p><p>截至2022年2月28日，王兴直接和间接持有理想汽车19.2%的股份，并拥有7.5%的投票权。</p><p>因此，在多个公开场合，王兴都对李想赞赏有加。</p><p>理想汽车也给王兴带来了一笔可观的收益，今年第一季度，王兴连续三次减持理想汽车股票，套现约1.87亿元。</p><p>除了理想汽车外，王兴通过美团以及龙珠资本重押自动驾驶，并在今年投资了电动汽车电池企业欣旺达EVB。</p><p><img src=\"http://n.sinaimg.cn/finance/crawl/177/w550h427/20221019/2a2e-0e45ef18365cb7b09c2eaa09848f3282.png\" tg-width=\"550\" tg-height=\"427\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>数据来源：烯牛数据</p><p><b>01</b></p><p><b>理想停产，蔚来掉队，</b></p><p><b>王兴为何还力挺“理蔚华”？</b></p><p>这并非王兴第一次点评国内新能源市场。</p><p>2019年的时候，王兴曾在社交媒体上发表预测：</p><p>“中国车企格局基本是‘3+3+3+3’角逐下两轮，除了3家央企、3家地方国企和3家民企，3家新势力是理想、蔚来和小鹏”。</p><p>2019年，理想、蔚来和小鹏挺过至暗时刻，在一众传统车企中杀出重围，并在2020年相继上市，应验了王兴的预言。</p><p>然而造车三剑客的高光时刻却略显短暂，随着全球零部件供应紧张、原材料价格暴涨，原本盈利困难的造车新势力在不同程度上变得越来越捉襟见肘。</p><p>王兴最看好的理想汽车，近来备受舆论煎熬。</p><p>9月初理想ONE宣布终端降价2万元，并且即将停产，由全新车型L8代替理想ONE，消息一出引来不少车主维权。</p><p>随后没几日，理想汽车总裁沈亚楠先后两次减持理想汽车股份，累计套现9，113万元的新闻再次将理想汽车送上了风口浪尖。</p><p>在销量上，今年9月理想汽车惨遭腰斩，仅交付4571辆。</p><p>财报显示，上市以来，理想汽车仅在2021年四季度实现盈利，其他时间均处在亏损状态。</p><p>今年第二季度，理想汽车汽车营收87.3亿元，经营亏损为9.8亿元，亏损比去年同期扩大了82.6%。</p><p>对于蔚来汽车来说，2022年同样是“水逆”不断的一年。</p><p>整个上半年，蔚来有5个月交付量在1万以下，1-5月销量从前三掉到第五，远低于后来者居上的哪吒汽车，直接掉出造车“第一梯队”。</p><p>目前蔚来虽然成功完成了营收及上市三款车型的要求，但由于发展路径逐渐缩小，能否如期完成与合肥政府签订的任务还是未知数。</p><p>最耐人寻味的是，王兴&nbsp;将“理蔚鹏”换成了“理蔚华”。</p><p>近年来，华为不仅可以提供标准化零部件或Hi模式、智选模式三种合作造车模式，而且与<a href=\"https://laohu8.com/S/601127\">赛力斯</a>合作的“问界”，已经连续两个月交付量破万，基本坐稳了高端新能源SUV市场。</p><p>华为虽然一直对外声称“不造车”但实际上已经逐渐拥有造车能力，因此引起不少车企的警惕。</p><p>极狐项目合作时，虽然极狐宣称不怕华为跟其他车企合作，但还是进行了很多保留，导致华为很多优势无法发挥。</p><p>停产、套现、做空、掉队。。。。。。理想汽车和蔚来汽车状况频出，并且三家公司各有需要面临的难题，因此很多人看不懂王兴所说的看好“理蔚华”的理由究竟是什么。</p><p><b>02</b></p><p><b>新势力上市高峰期，</b></p><p><b>“理蔚华”的生存空间有多少？</b></p><p>10月1日，多家新能源车企陆续发布9月交付数据。</p><p>根据统计榜单来看，造车新势力中，哪吒、理想、零跑、蔚来交付量均超过万辆，哪吒汽车以18，005辆的数量位居榜首。</p><p>蔚来汽车交付量再次回归万辆以上，理想汽车也在8月后迅触底反弹至万辆以上。</p><p>零跑和小鹏则不增反降，交付量均环比下滑。</p><p>特别是小鹏，连续三月交付量环比负增长，并首次垫底交付量排行榜。</p><p><img src=\"http://n.sinaimg.cn/finance/crawl/49/w550h299/20221019/82c4-89be0d142d84f6659b4232262ec8c934.png\" tg-width=\"550\" tg-height=\"299\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>国内新能源车企 “同门操戈”，激烈竞争的同时，特斯拉也没有闲着。</p><p>9月16日，特斯拉（TSLA.US）中国内部邮件显示，自9月16日起至9月30日之间交付的所有全新、展车及非全新国产Model 3和Model Y（未上过正式牌照）的车主，若选择购买特斯拉店内保险，且投保险种包含了交强险、车损险，将予以保险补贴8000元。有些地区还给予2000元-4000元的电费补贴，最高可省1.2万元。</p><p>特斯拉此轮“变相降价”的操作，无疑进一步挤压了理想、蔚来等造车新势力的生存空间。</p><p>除了在销量上你争我夺之外，新能源车后起之秀也纷纷启动了自己的上市之路。</p><p>今年3月，零跑向港交所提交上市申请书。</p><p>9月29日成立8年的零跑正式登陆港股，成为继蔚来汽车、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、理想汽车之后第四家登陆港股的造车新势力。</p><p><a href=\"https://laohu8.com/S/09863\">零跑汽车</a>在香港首次公开募股中以每股48港元（合6.12美元）的发行价筹集8亿美元。</p><p>这个数字远远低于监管文件中10.3亿美元的目标，但此次IPO仍是香港今年规模最大的IPO。</p><p>零跑发行定价是48港元/股（约合人民币43.5元/股，是其48港元-62港元下限定价），盘前市值约合人民币575亿元，已经超过蔚来。</p><p>零跑之后，威马也迅速跟上了步伐，在今年6月提交了港股IPO申请。</p><p>这不是威马第一次冲击IPO。</p><p>2020年，威马曾申请科创板上市，但由于A股审核趋严不得不放弃，最终还是选择奔赴港交所。</p><p>目前，威马已经融资超过350亿元，这个数字也远超此前上市的“蔚小理”。</p><p>今年2月有媒体报道，哪吒汽车母公司合众新能源完成一轮超过20亿元人民币的融资。这是哪吒汽车D轮第三轮融资。</p><p>目前合众估值超过250亿美元，已然瞄准IPO意图上市。</p><p>与此同时，今年多个传统新品牌也启动了对外融资计划。</p><p>8月，广汽埃安发起A轮引战增资，融资后估值预计超1000亿元，是新势力品牌的数倍。</p><p>之后智己、阿维塔、岚图也纷纷开始融资：</p><p>智己宣布融资完成后的估值约为300亿元；阿维塔则接近百亿元；<a href=\"https://laohu8.com/S/600006\">东风汽车</a>集团也正考虑为岚图筹集约50亿资金。</p><p>传统汽车巨头“亲儿子” 正在崛起，新势力们在冲击IPO的路上狂奔，“老大哥”特斯拉降价动作频现，“理蔚华”所面临的竞争压力呈数倍增长，未来市场地位和生存空间所面临的挑战不言而喻。</p><p><b>03</b></p><p><b>新能源汽车成中国出口新增长点？</b></p><p>2022上半年，全球新能源汽车总销量超过422万辆，同比增长 66.38%，其中国内新能源汽车销量达到 260 万辆，占全球总量的六成以上。</p><p>去年，中国汽车销量占全球总量三成左右，其中60%出口的是新能源车。</p><p>二十年前，2002年的时候，我国汽车整车出口量仅有4.31万辆，比起德国、日本，连零头都比不上。</p><p>二十年后，中国则通过新能源车在全球汽车市场跑出了加速度。</p><p>中汽协数据显示，2022年8月中国汽车出口量达30.8万辆，同比增长65%，前八个月总数仅次于日本汽车出口量。</p><p>其中，新能源汽车1~8月出口量同比增长超九成，贡献了重要的增量。</p><p>与之前国内汽车主要销往发展中国家不同，今年国内汽车很多销往了欧美等发达国家和地区。</p><p>中汽协整理的海关数据显示，2022年1~8月，我国汽车出口金额排名前十的国家分别是美国、墨西哥、日本、比利时、英国、俄罗斯、德国、韩国、澳大利亚和沙特阿拉伯。</p><p>欧美日一直是汽车工业强国，然而今年上半年，所有欧美国家新能源汽车销量加在一起也比不上中国。</p><p>究竟是什么原因让中<a href=\"https://laohu8.com/S/600617\">国新能源</a>汽车成为“一枝独秀”？</p><p>英国《金融时报》9月20日的报道将原因归结为欧洲在电动汽车供应链竞争中落后于中国。</p><p>以电动汽车最大需求的产业链条环节之一的锂电池来说，据基准矿业情报公司预计，今年中国生产的锂电池将占到全球的76%，而欧盟将仅占7%。</p><p>同时在电动汽车最昂贵的组件——电机的供应链方面，中国也有着天然优势。</p><p>电机组装需要的高度专业化的永磁体，而这种永磁体要用到的极难提取和加工的稀土，正是中国主导生产和加工的。</p><p>此外，庞大的市场和国内政策的支持也是新能源汽车占领国际市场的重要助力。</p><p>以今年超过特斯拉成为全球第一大新能源汽车厂商的比亚迪为例。</p><p>比亚迪之所以能够成为全球第一大新能源汽车厂商，主要在于三个方面的优势：</p><p>第一是核心技术。</p><p>比亚迪在电池技术领域遥遥领先，实现了“上游锂矿资源—锂电原材料—动力电池—新能源整车—电池回收”的全产业链闭环。</p><p>第二是量产优势。</p><p>作为成立27年的电动车资深玩家，比蔚来等造车新势力几乎早了十年。</p><p>在2003年成为全球第二大电池厂商后，于2004年通过收购陕西秦川汽车开始造车，到2006年自主研发成功首款搭载磷酸铁锂电池的F3E电车。</p><p>三是新能源补贴红利。</p><p>公开资料显示，2017年比亚迪拿到的政策补贴金额为34.6亿元，约占当年公司利润40.66亿元的75.4%。</p><p>若以其公示补贴车辆31，183辆来折算，则相当于平均每辆车的补贴金额高达11万元。</p><p>比亚迪相关负责人接受采访时介绍，2022年公司新增了向日本、德国、瑞典、澳大利亚、新加坡、马来西亚和拉美许多国家和地区的汽车出口。</p><p>比亚迪的海外热销，可以说是中国汽车走出国门的缩影。</p><p>对此，长城国瑞证券相关研报指出：</p><p>“一个可能改变全球制造业结构的趋势已经开始，这一趋势就是中国作为汽车出口大国的崛起。国内市场攀升的市占率必将带来海外市场的布局，加之疫情带来的供给不足，中国的出口上升空间依然很大”。</p><p>正如王兴说的：“不管哪家赢，中国都会赢”。</p><p><img src=\"http://n.sinaimg.cn/default/2fb77759/20151125/320X320.png\" tg-width=\"320\" tg-height=\"320\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>","source":"sina_tech","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>王兴：未来两三年，中国高端市场就看“理蔚华”</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王兴：未来两三年，中国高端市场就看“理蔚华”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-19 10:20 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.sina.cn/i/gn/2022-10-19/detail-imqmmthc1381191.d.html?vt=4><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>理想停产，蔚来掉队，王兴为何还力挺“理蔚华”？作者 | 笑 笑出品 | 投资人说（touzirenshuo）2016年，当特斯拉推出Model 3时，国内新能源汽车只是刚刚起步，但仅仅用了六年时间，新能源车国内零售渗透率已经上升到了31.8%。除了理想、小鹏、蔚来在内的最早一批新能源造车新势力之外，哪吒、零跑、威马等后来者也是毫不示弱。此外，汽车巨头的“亲儿子”比亚迪新能源车、吉利、埃安争相崛起；...</p>\n\n<a href=\"https://tech.sina.cn/i/gn/2022-10-19/detail-imqmmthc1381191.d.html?vt=4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://k.sinaimg.cn/n/finance/transform/667/w400h267/20221019/0f48-36b9ca98f9490995d8af521641b97077.png/w120h90l50t13bc.jpg","relate_stocks":{"LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","LU2257852520.SGD":"JPMorgan Funds - Asia Growth A (acc) SGD","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU0128522157.USD":"TEMPLETON ASIAN GROWTH \"A\" ACC","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","LU0878005551.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) 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3时，国内新能源汽车只是刚刚起步，但仅仅用了六年时间，新能源车国内零售渗透率已经上升到了31.8%。除了理想、小鹏、蔚来在内的最早一批新能源造车新势力之外，哪吒、零跑、威马等后来者也是毫不示弱。此外，汽车巨头的“亲儿子”比亚迪新能源车、吉利、埃安争相崛起；大厂华为、苹果、小米携生态王牌下场入局……目前，国内新能源车赛道依旧如火如荼，就连美团CEO王兴也评论起新能源车局势。国庆期间，王兴不仅转发了理想汽车9月份交付过万的成绩单，而且直接为老朋友打call：“过去二三十年，中国高端车市场的领导者一直是德系BBA（奔驰、宝马、奥迪），接下来两三年就要看‘理蔚华’ （理想、蔚来、华为） 了。不管哪家赢，中国都会赢”。对于王兴的这条评论，有人嗤之以鼻，认为只是外行人在看热闹。实则不然，王兴虽然没有亲自下场造车，但其实早就通过投资的方式在新能源车领域进行了布局。王兴此次力挺理想汽车的一个重要原因在于王兴曾是理想汽车第二大股东。截至2022年2月28日，王兴直接和间接持有理想汽车19.2%的股份，并拥有7.5%的投票权。因此，在多个公开场合，王兴都对李想赞赏有加。理想汽车也给王兴带来了一笔可观的收益，今年第一季度，王兴连续三次减持理想汽车股票，套现约1.87亿元。除了理想汽车外，王兴通过美团以及龙珠资本重押自动驾驶，并在今年投资了电动汽车电池企业欣旺达EVB。数据来源：烯牛数据01理想停产，蔚来掉队，王兴为何还力挺“理蔚华”？这并非王兴第一次点评国内新能源市场。2019年的时候，王兴曾在社交媒体上发表预测：“中国车企格局基本是‘3+3+3+3’角逐下两轮，除了3家央企、3家地方国企和3家民企，3家新势力是理想、蔚来和小鹏”。2019年，理想、蔚来和小鹏挺过至暗时刻，在一众传统车企中杀出重围，并在2020年相继上市，应验了王兴的预言。然而造车三剑客的高光时刻却略显短暂，随着全球零部件供应紧张、原材料价格暴涨，原本盈利困难的造车新势力在不同程度上变得越来越捉襟见肘。王兴最看好的理想汽车，近来备受舆论煎熬。9月初理想ONE宣布终端降价2万元，并且即将停产，由全新车型L8代替理想ONE，消息一出引来不少车主维权。随后没几日，理想汽车总裁沈亚楠先后两次减持理想汽车股份，累计套现9，113万元的新闻再次将理想汽车送上了风口浪尖。在销量上，今年9月理想汽车惨遭腰斩，仅交付4571辆。财报显示，上市以来，理想汽车仅在2021年四季度实现盈利，其他时间均处在亏损状态。今年第二季度，理想汽车汽车营收87.3亿元，经营亏损为9.8亿元，亏损比去年同期扩大了82.6%。对于蔚来汽车来说，2022年同样是“水逆”不断的一年。整个上半年，蔚来有5个月交付量在1万以下，1-5月销量从前三掉到第五，远低于后来者居上的哪吒汽车，直接掉出造车“第一梯队”。目前蔚来虽然成功完成了营收及上市三款车型的要求，但由于发展路径逐渐缩小，能否如期完成与合肥政府签订的任务还是未知数。最耐人寻味的是，王兴 将“理蔚鹏”换成了“理蔚华”。近年来，华为不仅可以提供标准化零部件或Hi模式、智选模式三种合作造车模式，而且与赛力斯合作的“问界”，已经连续两个月交付量破万，基本坐稳了高端新能源SUV市场。华为虽然一直对外声称“不造车”但实际上已经逐渐拥有造车能力，因此引起不少车企的警惕。极狐项目合作时，虽然极狐宣称不怕华为跟其他车企合作，但还是进行了很多保留，导致华为很多优势无法发挥。停产、套现、做空、掉队。。。。。。理想汽车和蔚来汽车状况频出，并且三家公司各有需要面临的难题，因此很多人看不懂王兴所说的看好“理蔚华”的理由究竟是什么。02新势力上市高峰期，“理蔚华”的生存空间有多少？10月1日，多家新能源车企陆续发布9月交付数据。根据统计榜单来看，造车新势力中，哪吒、理想、零跑、蔚来交付量均超过万辆，哪吒汽车以18，005辆的数量位居榜首。蔚来汽车交付量再次回归万辆以上，理想汽车也在8月后迅触底反弹至万辆以上。零跑和小鹏则不增反降，交付量均环比下滑。特别是小鹏，连续三月交付量环比负增长，并首次垫底交付量排行榜。国内新能源车企 “同门操戈”，激烈竞争的同时，特斯拉也没有闲着。9月16日，特斯拉（TSLA.US）中国内部邮件显示，自9月16日起至9月30日之间交付的所有全新、展车及非全新国产Model 3和Model Y（未上过正式牌照）的车主，若选择购买特斯拉店内保险，且投保险种包含了交强险、车损险，将予以保险补贴8000元。有些地区还给予2000元-4000元的电费补贴，最高可省1.2万元。特斯拉此轮“变相降价”的操作，无疑进一步挤压了理想、蔚来等造车新势力的生存空间。除了在销量上你争我夺之外，新能源车后起之秀也纷纷启动了自己的上市之路。今年3月，零跑向港交所提交上市申请书。9月29日成立8年的零跑正式登陆港股，成为继蔚来汽车、小鹏汽车、理想汽车之后第四家登陆港股的造车新势力。零跑汽车在香港首次公开募股中以每股48港元（合6.12美元）的发行价筹集8亿美元。这个数字远远低于监管文件中10.3亿美元的目标，但此次IPO仍是香港今年规模最大的IPO。零跑发行定价是48港元/股（约合人民币43.5元/股，是其48港元-62港元下限定价），盘前市值约合人民币575亿元，已经超过蔚来。零跑之后，威马也迅速跟上了步伐，在今年6月提交了港股IPO申请。这不是威马第一次冲击IPO。2020年，威马曾申请科创板上市，但由于A股审核趋严不得不放弃，最终还是选择奔赴港交所。目前，威马已经融资超过350亿元，这个数字也远超此前上市的“蔚小理”。今年2月有媒体报道，哪吒汽车母公司合众新能源完成一轮超过20亿元人民币的融资。这是哪吒汽车D轮第三轮融资。目前合众估值超过250亿美元，已然瞄准IPO意图上市。与此同时，今年多个传统新品牌也启动了对外融资计划。8月，广汽埃安发起A轮引战增资，融资后估值预计超1000亿元，是新势力品牌的数倍。之后智己、阿维塔、岚图也纷纷开始融资：智己宣布融资完成后的估值约为300亿元；阿维塔则接近百亿元；东风汽车集团也正考虑为岚图筹集约50亿资金。传统汽车巨头“亲儿子” 正在崛起，新势力们在冲击IPO的路上狂奔，“老大哥”特斯拉降价动作频现，“理蔚华”所面临的竞争压力呈数倍增长，未来市场地位和生存空间所面临的挑战不言而喻。03新能源汽车成中国出口新增长点？2022上半年，全球新能源汽车总销量超过422万辆，同比增长 66.38%，其中国内新能源汽车销量达到 260 万辆，占全球总量的六成以上。去年，中国汽车销量占全球总量三成左右，其中60%出口的是新能源车。二十年前，2002年的时候，我国汽车整车出口量仅有4.31万辆，比起德国、日本，连零头都比不上。二十年后，中国则通过新能源车在全球汽车市场跑出了加速度。中汽协数据显示，2022年8月中国汽车出口量达30.8万辆，同比增长65%，前八个月总数仅次于日本汽车出口量。其中，新能源汽车1~8月出口量同比增长超九成，贡献了重要的增量。与之前国内汽车主要销往发展中国家不同，今年国内汽车很多销往了欧美等发达国家和地区。中汽协整理的海关数据显示，2022年1~8月，我国汽车出口金额排名前十的国家分别是美国、墨西哥、日本、比利时、英国、俄罗斯、德国、韩国、澳大利亚和沙特阿拉伯。欧美日一直是汽车工业强国，然而今年上半年，所有欧美国家新能源汽车销量加在一起也比不上中国。究竟是什么原因让中国新能源汽车成为“一枝独秀”？英国《金融时报》9月20日的报道将原因归结为欧洲在电动汽车供应链竞争中落后于中国。以电动汽车最大需求的产业链条环节之一的锂电池来说，据基准矿业情报公司预计，今年中国生产的锂电池将占到全球的76%，而欧盟将仅占7%。同时在电动汽车最昂贵的组件——电机的供应链方面，中国也有着天然优势。电机组装需要的高度专业化的永磁体，而这种永磁体要用到的极难提取和加工的稀土，正是中国主导生产和加工的。此外，庞大的市场和国内政策的支持也是新能源汽车占领国际市场的重要助力。以今年超过特斯拉成为全球第一大新能源汽车厂商的比亚迪为例。比亚迪之所以能够成为全球第一大新能源汽车厂商，主要在于三个方面的优势：第一是核心技术。比亚迪在电池技术领域遥遥领先，实现了“上游锂矿资源—锂电原材料—动力电池—新能源整车—电池回收”的全产业链闭环。第二是量产优势。作为成立27年的电动车资深玩家，比蔚来等造车新势力几乎早了十年。在2003年成为全球第二大电池厂商后，于2004年通过收购陕西秦川汽车开始造车，到2006年自主研发成功首款搭载磷酸铁锂电池的F3E电车。三是新能源补贴红利。公开资料显示，2017年比亚迪拿到的政策补贴金额为34.6亿元，约占当年公司利润40.66亿元的75.4%。若以其公示补贴车辆31，183辆来折算，则相当于平均每辆车的补贴金额高达11万元。比亚迪相关负责人接受采访时介绍，2022年公司新增了向日本、德国、瑞典、澳大利亚、新加坡、马来西亚和拉美许多国家和地区的汽车出口。比亚迪的海外热销，可以说是中国汽车走出国门的缩影。对此，长城国瑞证券相关研报指出：“一个可能改变全球制造业结构的趋势已经开始，这一趋势就是中国作为汽车出口大国的崛起。国内市场攀升的市占率必将带来海外市场的布局，加之疫情带来的供给不足，中国的出口上升空间依然很大”。正如王兴说的：“不管哪家赢，中国都会赢”。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1865,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":662364251,"gmtCreate":1666204064673,"gmtModify":1666204070670,"author":{"id":"3553424400895911","authorId":"3553424400895911","name":"风铃泡泡","avatar":"https://static.tigerbbs.com/7cea9b8a2671ca7e510e77d94b3dd8ff","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3553424400895911","authorIdStr":"3553424400895911"},"themes":[],"htmlText":"还36呢，都快破7了","listText":"还36呢，都快破7了","text":"还36呢，都快破7了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/662364251","repostId":"2272020361","repostType":2,"repost":{"id":"2272020361","kind":"highlight","weMediaInfo":{"introduction":"凤凰网港股","home_visible":1,"media_name":"凤凰网港股","id":"1002821290","head_image":"https://static.tigerbbs.com/b6fb647077f1ce46dc341fc35c26e817"},"pubTimestamp":1664788767,"share":"https://www.laohu8.com/m/news/2272020361?lang=&edition=full","pubTime":"2022-10-03 17:19","market":"hk","language":"zh","title":"【券商聚焦】瑞信维持小鹏汽车(XPEV)“跑赢大市”评级 指其9月交付量符合保守预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2272020361","media":"凤凰网港股","summary":"瑞信发研报指，根据其29,000-31,000辆的指引，小鹏汽车今年三季度交付量环比下降14%至29,570辆。因此，P7和P5均面临订单损失困境。该行维持小鹏汽车“跑赢大市”评级，维持目标价36美元。该行续指，近日，小鹏推出了五座旗舰大型SUV——“G9”，产品对标特斯拉Model Y、奔驰GLC、奥迪Q5、宝马X3。小鹏G9的销量指引为超过奥迪Q5 SUV，即2023年月销量超过1万辆。G9从9月开始交付184辆，并于10月下旬开始量产。","content":"<html><body><p>瑞信发研报指，根据其29,000-31,000辆的指引，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>(XPEV)今年三季度交付量环比下降14%至29,570辆。对应9月交付量为8,468辆（同比下降19%，环比下降12%），其中G3为1,233辆；4,634台P7；和2,417个P5单位。该行认为，销量下降主因竞争厂商激进的定价策略，其轿车尺寸与P7相似，但价格较P7便宜约20%（或与P5相近的价格水平）。因此，P7和P5均面临订单损失困境。据悉，<a href=\"https://laohu8.com/S/09863\">零跑汽车</a>的C01轿车（售价19.4-28.7万元）获得10万辆的预售订单，而哪吒S（售价20.0-33.8万元）获得超15000辆的新订单。该行维持小鹏汽车“跑赢大市”评级，维持目标价36美元。</p><p>该行续指，近日，小鹏推出了五座旗舰大型SUV——“G9”，产品对标<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>Model Y、奔驰GLC、奥迪Q5、宝马X3。小鹏G9的销量指引为超过奥迪Q5 SUV，即2023年月销量超过1万辆。G9从9月开始交付184辆，并于10月下旬开始量产。同时，小鹏汽车于9月在广州试点项目中推出了中国最先进的城市场景高等级<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>辅助驾驶（NGP），实现了专有技术的一个重要里程碑。</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>【券商聚焦】瑞信维持小鹏汽车(XPEV)“跑赢大市”评级 指其9月交付量符合保守预期</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【券商聚焦】瑞信维持小鹏汽车(XPEV)“跑赢大市”评级 指其9月交付量符合保守预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1002821290\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/b6fb647077f1ce46dc341fc35c26e817);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">凤凰网港股 </p>\n<p class=\"h-time\">2022-10-03 17:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>瑞信发研报指，根据其29,000-31,000辆的指引，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>(XPEV)今年三季度交付量环比下降14%至29,570辆。对应9月交付量为8,468辆（同比下降19%，环比下降12%），其中G3为1,233辆；4,634台P7；和2,417个P5单位。该行认为，销量下降主因竞争厂商激进的定价策略，其轿车尺寸与P7相似，但价格较P7便宜约20%（或与P5相近的价格水平）。因此，P7和P5均面临订单损失困境。据悉，<a href=\"https://laohu8.com/S/09863\">零跑汽车</a>的C01轿车（售价19.4-28.7万元）获得10万辆的预售订单，而哪吒S（售价20.0-33.8万元）获得超15000辆的新订单。该行维持小鹏汽车“跑赢大市”评级，维持目标价36美元。</p><p>该行续指，近日，小鹏推出了五座旗舰大型SUV——“G9”，产品对标<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>Model Y、奔驰GLC、奥迪Q5、宝马X3。小鹏G9的销量指引为超过奥迪Q5 SUV，即2023年月销量超过1万辆。G9从9月开始交付184辆，并于10月下旬开始量产。同时，小鹏汽车于9月在广州试点项目中推出了中国最先进的城市场景高等级<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>辅助驾驶（NGP），实现了专有技术的一个重要里程碑。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","09868":"小鹏汽车-W"},"source_url":"http://hknews.szfuit.com/newRssInfo/feed?original_id=9dbd320f6675d62672c67c819a1010f5","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2272020361","content_text":"瑞信发研报指，根据其29,000-31,000辆的指引，小鹏汽车(XPEV)今年三季度交付量环比下降14%至29,570辆。对应9月交付量为8,468辆（同比下降19%，环比下降12%），其中G3为1,233辆；4,634台P7；和2,417个P5单位。该行认为，销量下降主因竞争厂商激进的定价策略，其轿车尺寸与P7相似，但价格较P7便宜约20%（或与P5相近的价格水平）。因此，P7和P5均面临订单损失困境。据悉，零跑汽车的C01轿车（售价19.4-28.7万元）获得10万辆的预售订单，而哪吒S（售价20.0-33.8万元）获得超15000辆的新订单。该行维持小鹏汽车“跑赢大市”评级，维持目标价36美元。该行续指，近日，小鹏推出了五座旗舰大型SUV——“G9”，产品对标特斯拉Model Y、奔驰GLC、奥迪Q5、宝马X3。小鹏G9的销量指引为超过奥迪Q5 SUV，即2023年月销量超过1万辆。G9从9月开始交付184辆，并于10月下旬开始量产。同时，小鹏汽车于9月在广州试点项目中推出了中国最先进的城市场景高等级智能辅助驾驶（NGP），实现了专有技术的一个重要里程碑。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1284,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":662311512,"gmtCreate":1666187414236,"gmtModify":1666187415499,"author":{"id":"3553424400895911","authorId":"3553424400895911","name":"风铃泡泡","avatar":"https://static.tigerbbs.com/7cea9b8a2671ca7e510e77d94b3dd8ff","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3553424400895911","authorIdStr":"3553424400895911"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>你们看吧，我说什么来着","listText":"<a 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