+关注
规来
暂无个人介绍
IP属地：江苏
22
关注
0
粉丝
2
主题
0
勋章
主贴
热门
规来
09-20
你牛逼！
规来
2023-09-21
说销量最小是眼睛长在屁股上吧
蔚来一年烧钱超200亿，还发布手机 被批糟蹋投资人的钱不心疼
规来
2023-07-28
财报超预期无脑冲就完了！
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3554315683454397","uuid":"3554315683454397","gmtCreate":1591222946426,"gmtModify":1706579322039,"name":"规来","pinyin":"glguilai","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/d01f5acaeb50f17d84e6df94d10f3bb9","hat":"https://static.tigerbbs.com/50a4c8d97279fa9f8f1fa9749a6bdff4","hatId":"ca_profile_frame_feCEcj","hatName":"","vip":1,"status":2,"fanSize":0,"headSize":22,"tweetSize":3,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":2,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":2,"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":"2024.07.14","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.03.23","exceedPercentage":"93.12%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"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":"2023.08.30","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"93.46%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"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":{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.03.23","exceedPercentage":"93.79%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},"individualDisplayBadges":null,"crmLevel":8,"crmLevelSwitch":1,"location":"江苏","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":3,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":351425163264120,"gmtCreate":1726827661403,"gmtModify":1726827964879,"author":{"id":"3554315683454397","authorId":"3554315683454397","name":"规来","avatar":"https://static.tigerbbs.com/d01f5acaeb50f17d84e6df94d10f3bb9","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3554315683454397","authorIdStr":"3554315683454397"},"themes":[],"htmlText":"你牛逼！","listText":"你牛逼！","text":"你牛逼！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/351425163264120","isVote":1,"tweetType":1,"viewCount":492,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":222332002676824,"gmtCreate":1695296747468,"gmtModify":1695301922018,"author":{"id":"3554315683454397","authorId":"3554315683454397","name":"规来","avatar":"https://static.tigerbbs.com/d01f5acaeb50f17d84e6df94d10f3bb9","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3554315683454397","authorIdStr":"3554315683454397"},"themes":[],"htmlText":"说销量最小是眼睛长在屁股上吧","listText":"说销量最小是眼睛长在屁股上吧","text":"说销量最小是眼睛长在屁股上吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/222332002676824","repostId":"2369717001","repostType":2,"isVote":1,"tweetType":1,"viewCount":1115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":202588437451008,"gmtCreate":1690498650696,"gmtModify":1690505921256,"author":{"id":"3554315683454397","authorId":"3554315683454397","name":"规来","avatar":"https://static.tigerbbs.com/d01f5acaeb50f17d84e6df94d10f3bb9","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3554315683454397","authorIdStr":"3554315683454397"},"themes":[],"htmlText":"财报超预期无脑冲就完了！","listText":"财报超预期无脑冲就完了！","text":"财报超预期无脑冲就完了！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/202588437451008","isVote":1,"tweetType":1,"viewCount":1146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":351425163264120,"gmtCreate":1726827661403,"gmtModify":1726827964879,"author":{"id":"3554315683454397","authorId":"3554315683454397","name":"规来","avatar":"https://static.tigerbbs.com/d01f5acaeb50f17d84e6df94d10f3bb9","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3554315683454397","authorIdStr":"3554315683454397"},"themes":[],"htmlText":"你牛逼！","listText":"你牛逼！","text":"你牛逼！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/351425163264120","isVote":1,"tweetType":1,"viewCount":492,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":222332002676824,"gmtCreate":1695296747468,"gmtModify":1695301922018,"author":{"id":"3554315683454397","authorId":"3554315683454397","name":"规来","avatar":"https://static.tigerbbs.com/d01f5acaeb50f17d84e6df94d10f3bb9","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3554315683454397","authorIdStr":"3554315683454397"},"themes":[],"htmlText":"说销量最小是眼睛长在屁股上吧","listText":"说销量最小是眼睛长在屁股上吧","text":"说销量最小是眼睛长在屁股上吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/222332002676824","repostId":"2369717001","repostType":2,"repost":{"id":"2369717001","kind":"highlight","pubTimestamp":1695293493,"share":"https://www.laohu8.com/m/news/2369717001?lang=&edition=full","pubTime":"2023-09-21 18:51","market":"hk","language":"zh","title":"蔚来一年烧钱超200亿，还发布手机 被批糟蹋投资人的钱不心疼","url":"https://stock-news.laohu8.com/highlight/detail?id=2369717001","media":"雷递网","summary":"蔚来今日举办发布会，蔚来手机NIOPhone正式亮相。蔚来汽车创始人、CEO李斌在现场表示，蔚来手机业务团队目前600人左右。","content":"<html><body><p><img image_type=\"1\" img_=\"\" mime_type=\"image/jpeg\" src=\"https://static.tigerbbs.com/fdef8f62d3100bde26714a67c008e5af\" web_uri=\"tos-cn-i-6w9my0ksvp/2c6afa617504456da5871a76378c7793\"/></p><p><span><span><span>雷递网 雷建平 9月21日</span></span></span></p><p><span><span><a href=\"https://laohu8.com/S/NIO\">蔚来</a>今日举办发布会，<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>手机NIOPhone正式亮相。蔚来汽车创始人、CEO李斌在现场表示，蔚来手机业务团队目前600人左右。</span></span></p><p><img image_type=\"1\" img_=\"\" mime_type=\"image/jpeg\" src=\"https://static.tigerbbs.com/84d5298b1100b541f829be4394ef0ec7\" web_uri=\"tos-cn-i-6w9my0ksvp/b69693b6b0184b89b7130a236a31ee19\"/></p><p><span><span>据介绍，NIOPhone有三个版本，其中12GB+512GB价格为6499元，旗舰版价格为6899万元，EPedition价格为16GB+1TB，价格为7499万元。</span></span></p><p><img image_type=\"1\" img_=\"\" mime_type=\"image/jpeg\" src=\"https://static.tigerbbs.com/7147702de32277ffc60d911cb97b20e8\" web_uri=\"tos-cn-i-6w9my0ksvp/1526f96317f242d0a0a2afc5e48b0e1f\"/></p><p><span><span>李斌说，这个定价是很合适的，目前的销售情况也超过预期。</span></span></p><p><span><span><span>切入手机市场，并非明智之举</span></span></span></p><p><img image_type=\"1\" img_=\"\" mime_type=\"image/jpeg\" src=\"https://static.tigerbbs.com/0d395caa66c74bffb255fc2550c1f599\" web_uri=\"tos-cn-i-6w9my0ksvp/5502f6e88d0f43eb938602740651b03b\"/></p><p><span><span>今日发布会上，蔚来还发布了首款自研芯片激光雷达主控芯片“杨戬”10月量产。官方称，“杨戬”芯片是蔚来智能硬件团队发布的第一颗自研芯片，8核64位处理器，配备了8个9bit的AD模数采样，每通道采样频率高达1GHz，可高效捕获激光回波信号。</span></span></p><p><img image_type=\"1\" img_=\"\" mime_type=\"image/jpeg\" src=\"https://static.tigerbbs.com/18f41633b484010b5aa5ddb58d61bede\" web_uri=\"tos-cn-i-6w9my0ksvp/5289dcb2a66c42a69585ce1f8f323815\"/></p><p><span><span>虽然蔚来发布了一系列的技术和产品，不过，很多人对蔚来这一做法并不看好，原因是，蔚来并未把全部身心投入到造车中，而是在自身亏损严重的情况下，还投入到了手机这样竞争早已饱和的行业。</span></span></p><p><span><span>国际数据公司（IDC）报告显示，2023年上半年，中国智能手机市场出货量约1.3亿台，同比下降7.4%；整个市场被<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、OPP、vivo、荣耀、小米等公司所占据，现在华为手机也横空出世，这种背景下，蔚来切入手机这一块红海市场，并非明智之举。</span></span></p><p><span><span>李斌说，“今天安卓系统的生态，因为各种原因，互联网收入都是非常重要的一个收入来源。但这件事情肯定要占用更多手机资源、系统资源，我们没有这样的包袱，我们团队没有用广告挣钱的念想。”</span></span></p><p><span><span>对于蔚来做手机不务正业的说法，李斌也不介意，称“长久以来，外界一直在质疑蔚来做手机的事情，有善意的也有恶意的，对此我想表达的是，不是因为手机公司都在造车，也不是蔚来造车不赚钱要用手机盈利，而是蔚来用户需要一款能够让蔚来汽车更好用的产品。”</span></span></p><p><span><span>不过，市场上也并不需要蔚来手机这样一个新品牌，实际上，苹果等手机也可以通过手机软件等方式，实现不用车钥匙，就能开车。</span></span></p><p><span><span><span>一年烧钱超200亿 对资金很“饥渴”</span></span></span></p><p><span><span>最关键的问题是，蔚来自身业务做得并不好。财报显示，蔚来2023年第二季度总营收87.717亿元（约12.097亿美元），较上年同期下降14.8%。</span></span></p><p><span><span>蔚来第二季度净亏损60.558亿元（约8.351亿美元），调整后的净亏损为54.457亿元（约7.510亿美元）。</span></span></p><p><span><span>而蔚来2023年上半年净亏损为107.953亿元（14.887亿美元），而过去一年的时间，蔚来烧钱超过200亿元。</span></span></p><p><img image_type=\"1\" img_=\"\" mime_type=\"image/jpeg\" src=\"https://static.tigerbbs.com/2f94129057013b4001f6999f6eddeb2d\" web_uri=\"tos-cn-i-6w9my0ksvp/b85f17d9e95445ca9df8ffb26e8647aa\"/></p><p><span><span>截至2023年6月30日，蔚来录得现金及现金等价物、受限制现金（包括非流动受限制现金）及短期投资合计为296亿元（41亿美元）。</span></span></p><p><span><span>如果蔚来保持这样的烧钱势头，仅仅一年后，公司的现金及现金等价物就会明显不够用。这个时候，蔚来完全应该砍掉烧钱的业务，去做大现金流，而不是在烧钱的业务上持续加大投入。</span></span></p><p><span><span>当前的蔚来对资金很“饥渴”。2023年6月，蔚来刚与中东资本达成合作，投资者投入现金总额7.385亿美元，以按每股股份购买价8.72美元认购84,695,543股公司新发行A类普通股。</span></span></p><p><span><span>近期，蔚来又宣布拟发行本金总额5亿美元于2029年到期的可转换优先债券（2029年债券）及本金总额5亿美元于2030年到期的可转换优先债券（2030年债券，连同2029年债券，统称为债券）。</span></span></p><p><span><span>受发售可转债消息的影响，蔚来昨日美股大跌17%；收盘价8.55美元，市值152.07亿美元。蔚来港股大跌11.86%。</span></span></p><p><span><span>一位投资行业人士指出，蔚来真是在作死的路上越走越远。造车新势力里面亏损最多，销量最小，还不专注做好车买好车，一意孤行换电站，还要做手机，真是糟蹋投资人的钱不心疼。</span></span></p><p><span><span>———————————————</span></span></p><p><span><span>雷递由媒体人雷建平创办，若转载请写明来源。</span></span></p></body></html>","source":"leinews_highlight","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>蔚来一年烧钱超200亿，还发布手机 被批糟蹋投资人的钱不心疼</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蔚来一年烧钱超200亿，还发布手机 被批糟蹋投资人的钱不心疼\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-21 18:51 北京时间 <a href=https://www.leinews.com/n24636/detail.html><strong>雷递网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>雷递网 雷建平 9月21日蔚来今日举办发布会，蔚来手机NIOPhone正式亮相。蔚来汽车创始人、CEO李斌在现场表示，蔚来手机业务团队目前600人左右。据介绍，NIOPhone有三个版本，其中12GB+512GB价格为6499元，旗舰版价格为6899万元，EPedition价格为16GB+1TB，价格为7499万元。李斌说，这个定价是很合适的，目前的销售情况也超过预期。切入手机市场，并非明智之举...</p>\n\n<a href=\"https://www.leinews.com/n24636/detail.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://leidinews-1256465536.cos.ap-chengdu.myqcloud.com/u_News/20230921/6383091908941046299653262.jpg","relate_stocks":{"BK4531":"中概回港概念","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4555":"新能源车","NIO.SI":"蔚来","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4509":"腾讯概念","BK1588":"回港中概股","09866":"蔚来-SW","BK4588":"碎股","BK4526":"热门中概股","BK1119":"汽车制造商","BK4574":"无人驾驶","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4099":"汽车制造商","NIO":"蔚来","BK4548":"巴美列捷福持仓","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","LU0052750758.USD":"富兰克林中国基金A Acc","BK4532":"文艺复兴科技持仓"},"source_url":"https://www.leinews.com/n24636/detail.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2369717001","content_text":"雷递网 雷建平 9月21日蔚来今日举办发布会，蔚来手机NIOPhone正式亮相。蔚来汽车创始人、CEO李斌在现场表示，蔚来手机业务团队目前600人左右。据介绍，NIOPhone有三个版本，其中12GB+512GB价格为6499元，旗舰版价格为6899万元，EPedition价格为16GB+1TB，价格为7499万元。李斌说，这个定价是很合适的，目前的销售情况也超过预期。切入手机市场，并非明智之举今日发布会上，蔚来还发布了首款自研芯片激光雷达主控芯片“杨戬”10月量产。官方称，“杨戬”芯片是蔚来智能硬件团队发布的第一颗自研芯片，8核64位处理器，配备了8个9bit的AD模数采样，每通道采样频率高达1GHz，可高效捕获激光回波信号。虽然蔚来发布了一系列的技术和产品，不过，很多人对蔚来这一做法并不看好，原因是，蔚来并未把全部身心投入到造车中，而是在自身亏损严重的情况下，还投入到了手机这样竞争早已饱和的行业。国际数据公司（IDC）报告显示，2023年上半年，中国智能手机市场出货量约1.3亿台，同比下降7.4%；整个市场被苹果、OPP、vivo、荣耀、小米等公司所占据，现在华为手机也横空出世，这种背景下，蔚来切入手机这一块红海市场，并非明智之举。李斌说，“今天安卓系统的生态，因为各种原因，互联网收入都是非常重要的一个收入来源。但这件事情肯定要占用更多手机资源、系统资源，我们没有这样的包袱，我们团队没有用广告挣钱的念想。”对于蔚来做手机不务正业的说法，李斌也不介意，称“长久以来，外界一直在质疑蔚来做手机的事情，有善意的也有恶意的，对此我想表达的是，不是因为手机公司都在造车，也不是蔚来造车不赚钱要用手机盈利，而是蔚来用户需要一款能够让蔚来汽车更好用的产品。”不过，市场上也并不需要蔚来手机这样一个新品牌，实际上，苹果等手机也可以通过手机软件等方式，实现不用车钥匙，就能开车。一年烧钱超200亿 对资金很“饥渴”最关键的问题是，蔚来自身业务做得并不好。财报显示，蔚来2023年第二季度总营收87.717亿元（约12.097亿美元），较上年同期下降14.8%。蔚来第二季度净亏损60.558亿元（约8.351亿美元），调整后的净亏损为54.457亿元（约7.510亿美元）。而蔚来2023年上半年净亏损为107.953亿元（14.887亿美元），而过去一年的时间，蔚来烧钱超过200亿元。截至2023年6月30日，蔚来录得现金及现金等价物、受限制现金（包括非流动受限制现金）及短期投资合计为296亿元（41亿美元）。如果蔚来保持这样的烧钱势头，仅仅一年后，公司的现金及现金等价物就会明显不够用。这个时候，蔚来完全应该砍掉烧钱的业务，去做大现金流，而不是在烧钱的业务上持续加大投入。当前的蔚来对资金很“饥渴”。2023年6月，蔚来刚与中东资本达成合作，投资者投入现金总额7.385亿美元，以按每股股份购买价8.72美元认购84,695,543股公司新发行A类普通股。近期，蔚来又宣布拟发行本金总额5亿美元于2029年到期的可转换优先债券（2029年债券）及本金总额5亿美元于2030年到期的可转换优先债券（2030年债券，连同2029年债券，统称为债券）。受发售可转债消息的影响，蔚来昨日美股大跌17%；收盘价8.55美元，市值152.07亿美元。蔚来港股大跌11.86%。一位投资行业人士指出，蔚来真是在作死的路上越走越远。造车新势力里面亏损最多，销量最小，还不专注做好车买好车，一意孤行换电站，还要做手机，真是糟蹋投资人的钱不心疼。———————————————雷递由媒体人雷建平创办，若转载请写明来源。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":202588437451008,"gmtCreate":1690498650696,"gmtModify":1690505921256,"author":{"id":"3554315683454397","authorId":"3554315683454397","name":"规来","avatar":"https://static.tigerbbs.com/d01f5acaeb50f17d84e6df94d10f3bb9","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3554315683454397","authorIdStr":"3554315683454397"},"themes":[],"htmlText":"财报超预期无脑冲就完了！","listText":"财报超预期无脑冲就完了！","text":"财报超预期无脑冲就完了！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/202588437451008","isVote":1,"tweetType":1,"viewCount":1146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
