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Nicooo
2021-01-03
你见过
$蔚来(NIO)$
在周末公布交付么??
@小散户炒美股:
$蔚来(NIO)$
预测蔚来交付量5800,肯定不会超过6000,要不然早就拉出来横幅了,求打脸
Nicooo
2020-12-11
非美国税收居民不用报税。券商直接扣除的是红利税,资本利得税只有美国税收居民才需要缴纳。
@Hoshihara:有人知道美股报税是怎么一回事吗?这个报税是给美国报税还是给中国报税?听说是从券商直接扣除的,那我把账户现金清空他怎么扣?另外人不在美国也要扣税吗?
$纳斯达克(.IXIC)$
$标普500ETF(SPY)$
$道琼斯(.DJI)$
$特斯拉(TSLA)$
$蔚来(NIO)$
Nicooo
2020-10-17
这股有回踩20日线的习惯 应该这次不例外
@Kuromi:
$蔚來(NIO)$
RSI 连续3天超过90。高开低走。但今天成交缩半。今天应该是开十字星。资金净流出的厉害。短线可以先撤了。就这样子会横行几天或几周才会再发力。好消息3天消化。已经很不错了
Nicooo
2020-10-16
期权也不是不能投,但一定是长期的期权,短期和赌博无异
@SSally:十倍,感谢蔚来
$蔚来(NIO)$
附上当时的投资分析贴.
Nicooo
2020-10-15
十月大定过万哪听来的?
@相信未来已来:
$蔚来(NIO)$
又破纪录了,2个账户一起单日浮盈9万刀,10月才过一半,大定已经过万,比蔚来自己预想的最好情况还要好,工厂扩建已经启动,下个月底发售100度电也,短腿的老ES8,续航也能上500km了,这就是换电体系的优势,今年NIOday,发布2代平台轿车,L4架构,续航700km,2代换电站也进入最后验证阶段,8-12块电池,无需托举,无需下车,无需等待电池充电,比1代换电站效率更高,1000座换电站持续建设中,让加电比加油更方便,没有家充一样能便利使用纯电车,明年出口欧洲,月销过万,市值千亿不是梦!蔚来加电!
$特斯拉(TSLA)$
$小鹏汽车(XPEV)$
$理想汽车(LI)$
Nicooo
2020-10-13
回复
@卡萨米亚
:看样子像是C+甚至D级了,这级别很难走量啊//
@卡萨米亚
:估计会成为爆款
@jfy007:
$蔚来(NIO)$
看看咱家轿车[开心] [开心] [开心]
Nicooo
2020-09-09
我怎么觉得是黄金买点呢 [开心]
@神之一手灬:
$蔚来(NIO)$
看K线图,出现了教科书📗上的黄金卖点,要不要卖呢?
Nicooo
2020-09-03
怎么变成你猜了,你不是能看系统么?
@brookie:
$蔚来(NIO)$
大家都在密我8月交付情况,我猜是3965。最近进了蔚来价值投资群,群里都是做长线的兄弟,大神乐于分享很nice,老虎几天才上一次。投资跟人生一样面向长远,短期投资无确定性。
Nicooo
2020-08-22
$蔚来(NIO)$
看似横盘了一个月,其实低点在逐渐提高,重心在上升,应该说庄家很厚道了。这点耐心如果都没有的话那还是别做投资了
Nicooo
2020-08-20
看样子没去蔚来啊
@买啥啥涨涨不停:
$蔚来(NIO)$
习大大19日下午安排到了合肥 了解安徽省科技创新和新兴产业发展情况 你们说蔚来会如何
Nicooo
2020-08-19
难得啊 我也是买的2022年的call 非常不理解那些买短期call的怎么想的 和赌博有什么区别??
@灰太狼爱投资:
$蔚来(NIO)$
一辆ES8够了吗?
Nicooo
2020-08-16
下周安徽考察?这样是真的广告效应就吓人了
@蔚来未来车主:
$蔚来(NIO)$
大家好!我是蔚来未来车主~八月是充满希望的一个月,也是NIO2020最具活力的月份,是NIO发展的转折点、新起点~今天8.16,回首过去的半个月,NIO有几个利好,但都迟迟没有爆发,究竟是什么原因?8.3日,NIO七月份成绩单出来了:7月份交付3533台,超同期4倍。其中ES8 923台,同比上涨463%,ES6 2610台,同比上涨288%,环比上涨5%。蔚来总共交付49615台,产能提升稳步进行,7月订单创新高,同时,7.18日第5万台NIO下线,截止7.31交付49615台,可以大致推算一下NIO展车、试驾车、测试车等数目,江淮蔚来工厂日均产能。面对市场对ES8 ES6 EC6的强劲需求,NIO会在8.9月份提高江淮蔚来工厂产能,以满足市场需求。当日涨幅达13.9%,后市可期。8.11日,蔚来发布2020Q2财报,同时举办电话会议。财报指出:NIO二季度营收37.19亿元,汽车销售营收34.86亿元。毛利率大幅转正,汽车销售毛利率9.7%,综合毛利率8.4%。亏损11.6亿元,同比大幅缩窄64%。现金储备丰厚,达111.68亿元。市场预期营收在35亿元左右,斌哥一季度电话会议讲到毛利率会转正,整车毛利率达5%以上,综合毛利率达3%以上,这说明斌哥还是比较谦虚,保守。对三季度交付量11000-11500的目标来说,NIO在产能和交付方面应该问题不大,市场对NIO强劲的需求还是比较明显。所以第三季度财报还是比较看好的,可以期待一下。与此同时,股价好像并不是像预期那么好的表现,当日跌了8.59%,有大V说是年初可转债解禁的影响,也有人说是散户见好就收😂,具体什么原因不得而知。第二周股价表现并不
Nicooo
2020-08-15
$蔚来(NIO)$
9月5号解禁的2.35亿可转债不用太担心。一方面经历过这一周的走势市场有预期,二来这么大的数额不可能一次性卖完。更关键的是9月5号前应该刚好公布八月交付,创新高应该没什么悬念,4000+的话就是惊喜!
Nicooo
2020-08-15
想补充两点 1. 在二月十号和三月五号中间还有一笔1亿的可转债,当时的公告只说了是二月十九号前close, 所以理论上说下周二之前可能还有要解禁的。2. 可转债投资和股权投资有不同的目标和策略,半年4倍多的收益机构很可能是要尽快兑现的。
@哇塞真的好大啊:
$蔚来(NIO)$
如果你手上有2.35亿可转债(~6700W股 稀释率~5.3%)你会什么时候抛? 我们也看到了 上一笔2月10号加起来1亿美金的可转债在李老板配合下完美8/11抛售后股价跳水~8%。 这次3月5号的可转债马上就要到6个月期限了,按照约定时间就是9月5号开盘以后就能转成普通A股,问题来了,这笔巨额单一抛出来肯定10%以上跌幅,如果你拿着这比债 你会怎么做? 下面几种可能 ⬇️1. 9月5到期后直接转股全抛到market。2. 9月5到期后转股,缓抛。3. 9月5到期后转股,持有,短期不抛。
Nicooo
2020-08-14
$蔚来(NIO)$
还有好多人说这都横盘一个月了。。。说实话这耐心真不适合投资!去买彩票吧,每周都开奖。
@Nicooo:
$蔚来(NIO)$
韭菜真的有意思,一跌就骂人,一涨又喊倒车接我!那你现在不买是要等拉上去再买吗??
Nicooo
2020-08-14
$蔚来(NIO)$
韭菜真的有意思,一跌就骂人,一涨又喊倒车接我!那你现在不买是要等拉上去再买吗??
Nicooo
2020-08-13
用期权套利最大的敌人是时间 半年以内的散户最好别碰
@越南喜乐多:
$特斯拉(TSLA)$
特斯拉,第一次买特斯拉的期权。6块买的,0.25卖的,昨晚收盘价是5.15,盘中最高价是13.7。玩期权,心态好的话,可以完整经历一边巨亏到爆赚的快感。可是我呢?是没有赚钱的命吗?还是有有什么经验可总结?其实,没什么经验可总结的。只是时也命也。因为经历太过眼睁睁看着自己期权归零的瞬间,像鸵鸟一样,一动不动。所以,这次,我丢掉幻想,一分钱也要捡起来。我也知道,用点小钱广撒鱼🐟,说不定有意外收获,比如,刚兴起时的比特币;比如,……算了,眼光还是放长远吧。不是说成了暴发户蝇头小利不重要了,而是眼界更重要了,是仓位,是心态,然后才能谈运气。
$波音(BA)$
$苹果(AAPL)$
$阿里巴巴(BABA)$
$蔚来(NIO)$
Nicooo
2020-08-13
回复
@再见彩虹
:感恩吧,要是没那3次可转债融资蔚来股价现在可能是零。另外二月那2亿应该还有1亿没解禁。公告里只说不晚于2月19日close, 所以可能接下来几天才出禁售期。//
@再见彩虹
:你手上的股票被稀释了,原来上20元的,将需要30元的新增资金
@再见彩虹:
$蔚来(NIO)$
昨天蔚来为什么大跌今年二月在蔚来最缺钱的时候,李斌与亚洲投资等私募签定2个亿的可转债,按照每股3.05元转股,8月10号可以上市行权,这可能是xx高层将九月底公布二季度业绩时间大幅度提前的原因,也就是说昨天蔚来凭空一下子增加了6000万-7000万股,不仅大幅稀释了我们用血汗钱买的蔚来股票,最重要的是高位套现狠狠割了我们韭菜。请大家注意:九月五号就又有2.35亿可转债可以上市行权,将再次稀释我们手中股票的价值,不排除主力和xx会在9月5号以前再次排演本次大跌的悲剧,请善良的韭菜们不要再次被割,我们都知道在A股庄家离开xx是无法做庄的,作为被伤害的韭菜,可以离开与主力合伙割韭菜的xx,自我保护吧!建议各位上网搜一下:蔚来 可转债
Nicooo
2020-08-12
从一块多走过来的人表示无感,这走势很健康!
@哇塞真的好大啊:
$蔚来(NIO)$
蔚来死不了,只要你拿得住 拿的久。真的不推荐短线操作,我今年1月买入的,逢跌买进,像今天这种跳楼不知道经历多少次了,短则十天半月 长则50天左右也就回来了,没必要悲观。
Nicooo
2020-08-12
$蔚来(NIO)$
我真觉得庄家是看评论操作的。请多头们尽量忍住不要发言,切记:看多做多不唱多,必要的时候还要出来骂两句!
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>看似横盘了一个月,其实低点在逐渐提高,重心在上升,应该说庄家很厚道了。这点耐心如果都没有的话那还是别做投资了","text":"$蔚来(NIO)$看似横盘了一个月,其实低点在逐渐提高,重心在上升,应该说庄家很厚道了。这点耐心如果都没有的话那还是别做投资了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/979886682","isVote":1,"tweetType":1,"viewCount":4403,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":970487585,"gmtCreate":1597860024947,"gmtModify":1704217055900,"author":{"id":"3556243876883252","authorId":"3556243876883252","name":"Nicooo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556243876883252","authorIdStr":"3556243876883252"},"themes":[],"htmlText":"看样子没去蔚来啊","listText":"看样子没去蔚来啊","text":"看样子没去蔚来啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/970487585","repostId":"970488132","repostType":1,"repost":{"id":970488132,"gmtCreate":1597857030826,"gmtModify":1704217051575,"author":{"id":"3547686549308358","authorId":"3547686549308358","name":"买啥啥涨涨不停","avatar":"https://static.tigerbbs.com/4eb9286185a1fd734dcb7f8b565f2f88","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547686549308358","authorIdStr":"3547686549308358"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>习大大19日下午安排到了合肥 了解安徽省科技创新和新兴产业发展情况 你们说蔚来会如何","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>习大大19日下午安排到了合肥 了解安徽省科技创新和新兴产业发展情况 你们说蔚来会如何","text":"$蔚来(NIO)$习大大19日下午安排到了合肥 了解安徽省科技创新和新兴产业发展情况 你们说蔚来会如何","images":[{"img":"https://static.tigerbbs.com/e15599a7c147a7039f8697a0f5133955","width":"1080","height":"2340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/970488132","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1612,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":970222600,"gmtCreate":1597808754300,"gmtModify":1704216814210,"author":{"id":"3556243876883252","authorId":"3556243876883252","name":"Nicooo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556243876883252","authorIdStr":"3556243876883252"},"themes":[],"htmlText":"难得啊 我也是买的2022年的call 非常不理解那些买短期call的怎么想的 和赌博有什么区别??","listText":"难得啊 我也是买的2022年的call 非常不理解那些买短期call的怎么想的 和赌博有什么区别??","text":"难得啊 我也是买的2022年的call 非常不理解那些买短期call的怎么想的 和赌博有什么区别??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/970222600","repostId":"970221494","repostType":1,"repost":{"id":970221494,"gmtCreate":1597807601318,"gmtModify":1704216810231,"author":{"id":"3461141542127487","authorId":"3461141542127487","name":"灰太狼爱投资","avatar":"https://static.tigerbbs.com/c20cc6a70583a3a4bdd1f2b4d4f41807","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3461141542127487","authorIdStr":"3461141542127487"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>一辆ES8够了吗?","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>一辆ES8够了吗?","text":"$蔚来(NIO)$一辆ES8够了吗?","images":[{"img":"https://static.tigerbbs.com/1be9a6a5e375f684156ba16710f61b93","width":"1080","height":"2160"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/970221494","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":947,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":970051887,"gmtCreate":1597552750749,"gmtModify":1704216003432,"author":{"id":"3556243876883252","authorId":"3556243876883252","name":"Nicooo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556243876883252","authorIdStr":"3556243876883252"},"themes":[],"htmlText":"下周安徽考察?这样是真的广告效应就吓人了","listText":"下周安徽考察?这样是真的广告效应就吓人了","text":"下周安徽考察?这样是真的广告效应就吓人了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/970051887","repostId":"970053986","repostType":1,"repost":{"id":970053986,"gmtCreate":1597551604745,"gmtModify":1704216001531,"author":{"id":"3494202507012705","authorId":"3494202507012705","name":"蔚来未来车主","avatar":"https://static.tigerbbs.com/4caa2cb5fdee8fddcddbd8331f956989","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494202507012705","authorIdStr":"3494202507012705"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>大家好!我是蔚来未来车主~八月是充满希望的一个月,也是NIO2020最具活力的月份,是NIO发展的转折点、新起点~今天8.16,回首过去的半个月,NIO有几个利好,但都迟迟没有爆发,究竟是什么原因?8.3日,NIO七月份成绩单出来了:7月份交付3533台,超同期4倍。其中ES8 923台,同比上涨463%,ES6 2610台,同比上涨288%,环比上涨5%。蔚来总共交付49615台,产能提升稳步进行,7月订单创新高,同时,7.18日第5万台NIO下线,截止7.31交付49615台,可以大致推算一下NIO展车、试驾车、测试车等数目,江淮蔚来工厂日均产能。面对市场对ES8 ES6 EC6的强劲需求,NIO会在8.9月份提高江淮蔚来工厂产能,以满足市场需求。当日涨幅达13.9%,后市可期。8.11日,蔚来发布2020Q2财报,同时举办电话会议。财报指出:NIO二季度营收37.19亿元,汽车销售营收34.86亿元。毛利率大幅转正,汽车销售毛利率9.7%,综合毛利率8.4%。亏损11.6亿元,同比大幅缩窄64%。现金储备丰厚,达111.68亿元。市场预期营收在35亿元左右,斌哥一季度电话会议讲到毛利率会转正,整车毛利率达5%以上,综合毛利率达3%以上,这说明斌哥还是比较谦虚,保守。对三季度交付量11000-11500的目标来说,NIO在产能和交付方面应该问题不大,市场对NIO强劲的需求还是比较明显。所以第三季度财报还是比较看好的,可以期待一下。与此同时,股价好像并不是像预期那么好的表现,当日跌了8.59%,有大V说是年初可转债解禁的影响,也有人说是散户见好就收😂,具体什么原因不得而知。第二周股价表现并不","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>大家好!我是蔚来未来车主~八月是充满希望的一个月,也是NIO2020最具活力的月份,是NIO发展的转折点、新起点~今天8.16,回首过去的半个月,NIO有几个利好,但都迟迟没有爆发,究竟是什么原因?8.3日,NIO七月份成绩单出来了:7月份交付3533台,超同期4倍。其中ES8 923台,同比上涨463%,ES6 2610台,同比上涨288%,环比上涨5%。蔚来总共交付49615台,产能提升稳步进行,7月订单创新高,同时,7.18日第5万台NIO下线,截止7.31交付49615台,可以大致推算一下NIO展车、试驾车、测试车等数目,江淮蔚来工厂日均产能。面对市场对ES8 ES6 EC6的强劲需求,NIO会在8.9月份提高江淮蔚来工厂产能,以满足市场需求。当日涨幅达13.9%,后市可期。8.11日,蔚来发布2020Q2财报,同时举办电话会议。财报指出:NIO二季度营收37.19亿元,汽车销售营收34.86亿元。毛利率大幅转正,汽车销售毛利率9.7%,综合毛利率8.4%。亏损11.6亿元,同比大幅缩窄64%。现金储备丰厚,达111.68亿元。市场预期营收在35亿元左右,斌哥一季度电话会议讲到毛利率会转正,整车毛利率达5%以上,综合毛利率达3%以上,这说明斌哥还是比较谦虚,保守。对三季度交付量11000-11500的目标来说,NIO在产能和交付方面应该问题不大,市场对NIO强劲的需求还是比较明显。所以第三季度财报还是比较看好的,可以期待一下。与此同时,股价好像并不是像预期那么好的表现,当日跌了8.59%,有大V说是年初可转债解禁的影响,也有人说是散户见好就收😂,具体什么原因不得而知。第二周股价表现并不","text":"$蔚来(NIO)$大家好!我是蔚来未来车主~八月是充满希望的一个月,也是NIO2020最具活力的月份,是NIO发展的转折点、新起点~今天8.16,回首过去的半个月,NIO有几个利好,但都迟迟没有爆发,究竟是什么原因?8.3日,NIO七月份成绩单出来了:7月份交付3533台,超同期4倍。其中ES8 923台,同比上涨463%,ES6 2610台,同比上涨288%,环比上涨5%。蔚来总共交付49615台,产能提升稳步进行,7月订单创新高,同时,7.18日第5万台NIO下线,截止7.31交付49615台,可以大致推算一下NIO展车、试驾车、测试车等数目,江淮蔚来工厂日均产能。面对市场对ES8 ES6 EC6的强劲需求,NIO会在8.9月份提高江淮蔚来工厂产能,以满足市场需求。当日涨幅达13.9%,后市可期。8.11日,蔚来发布2020Q2财报,同时举办电话会议。财报指出:NIO二季度营收37.19亿元,汽车销售营收34.86亿元。毛利率大幅转正,汽车销售毛利率9.7%,综合毛利率8.4%。亏损11.6亿元,同比大幅缩窄64%。现金储备丰厚,达111.68亿元。市场预期营收在35亿元左右,斌哥一季度电话会议讲到毛利率会转正,整车毛利率达5%以上,综合毛利率达3%以上,这说明斌哥还是比较谦虚,保守。对三季度交付量11000-11500的目标来说,NIO在产能和交付方面应该问题不大,市场对NIO强劲的需求还是比较明显。所以第三季度财报还是比较看好的,可以期待一下。与此同时,股价好像并不是像预期那么好的表现,当日跌了8.59%,有大V说是年初可转债解禁的影响,也有人说是散户见好就收😂,具体什么原因不得而知。第二周股价表现并不","images":[],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/970053986","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1297,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3557541572429286","authorId":"3557541572429286","name":"正师傅","avatar":"https://static.tigerbbs.com/4a7e7c4a5cd1715b9252dd792f6651b2","crmLevel":1,"crmLevelSwitch":0,"idStr":"3557541572429286","authorIdStr":"3557541572429286"},"content":"有多大广告效应!?","text":"有多大广告效应!?","html":"有多大广告效应!?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":947773986,"gmtCreate":1597438795445,"gmtModify":1704215891921,"author":{"id":"3556243876883252","authorId":"3556243876883252","name":"Nicooo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556243876883252","authorIdStr":"3556243876883252"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>9月5号解禁的2.35亿可转债不用太担心。一方面经历过这一周的走势市场有预期,二来这么大的数额不可能一次性卖完。更关键的是9月5号前应该刚好公布八月交付,创新高应该没什么悬念,4000+的话就是惊喜!","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>9月5号解禁的2.35亿可转债不用太担心。一方面经历过这一周的走势市场有预期,二来这么大的数额不可能一次性卖完。更关键的是9月5号前应该刚好公布八月交付,创新高应该没什么悬念,4000+的话就是惊喜!","text":"$蔚来(NIO)$9月5号解禁的2.35亿可转债不用太担心。一方面经历过这一周的走势市场有预期,二来这么大的数额不可能一次性卖完。更关键的是9月5号前应该刚好公布八月交付,创新高应该没什么悬念,4000+的话就是惊喜!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/947773986","isVote":1,"tweetType":1,"viewCount":5054,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3558693437045094","authorId":"3558693437045094","name":"misakam","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3558693437045094","authorIdStr":"3558693437045094"},"content":"假如毛利率转正且超过8%这种历史性转折结局都是这样的话…我不觉得销量超4000能有啥惊喜…而且指引都给出了","text":"假如毛利率转正且超过8%这种历史性转折结局都是这样的话…我不觉得销量超4000能有啥惊喜…而且指引都给出了","html":"假如毛利率转正且超过8%这种历史性转折结局都是这样的话…我不觉得销量超4000能有啥惊喜…而且指引都给出了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":947749415,"gmtCreate":1597425768637,"gmtModify":1704215878950,"author":{"id":"3556243876883252","authorId":"3556243876883252","name":"Nicooo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556243876883252","authorIdStr":"3556243876883252"},"themes":[],"htmlText":"想补充两点 1. 在二月十号和三月五号中间还有一笔1亿的可转债,当时的公告只说了是二月十九号前close, 所以理论上说下周二之前可能还有要解禁的。2. 可转债投资和股权投资有不同的目标和策略,半年4倍多的收益机构很可能是要尽快兑现的。","listText":"想补充两点 1. 在二月十号和三月五号中间还有一笔1亿的可转债,当时的公告只说了是二月十九号前close, 所以理论上说下周二之前可能还有要解禁的。2. 可转债投资和股权投资有不同的目标和策略,半年4倍多的收益机构很可能是要尽快兑现的。","text":"想补充两点 1. 在二月十号和三月五号中间还有一笔1亿的可转债,当时的公告只说了是二月十九号前close, 所以理论上说下周二之前可能还有要解禁的。2. 可转债投资和股权投资有不同的目标和策略,半年4倍多的收益机构很可能是要尽快兑现的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/947749415","repostId":"947754313","repostType":1,"repost":{"id":947754313,"gmtCreate":1597424513232,"gmtModify":1704215874623,"author":{"id":"3559217637776810","authorId":"3559217637776810","name":"哇塞真的好大啊","avatar":"https://static.tigerbbs.com/800a0c5b9d3a17d29c26073af50894bf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559217637776810","authorIdStr":"3559217637776810"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>如果你手上有2.35亿可转债(~6700W股 稀释率~5.3%)你会什么时候抛? 我们也看到了 上一笔2月10号加起来1亿美金的可转债在李老板配合下完美8/11抛售后股价跳水~8%。 这次3月5号的可转债马上就要到6个月期限了,按照约定时间就是9月5号开盘以后就能转成普通A股,问题来了,这笔巨额单一抛出来肯定10%以上跌幅,如果你拿着这比债 你会怎么做? 下面几种可能 ⬇️1. 9月5到期后直接转股全抛到market。2. 9月5到期后转股,缓抛。3. 9月5到期后转股,持有,短期不抛。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>如果你手上有2.35亿可转债(~6700W股 稀释率~5.3%)你会什么时候抛? 我们也看到了 上一笔2月10号加起来1亿美金的可转债在李老板配合下完美8/11抛售后股价跳水~8%。 这次3月5号的可转债马上就要到6个月期限了,按照约定时间就是9月5号开盘以后就能转成普通A股,问题来了,这笔巨额单一抛出来肯定10%以上跌幅,如果你拿着这比债 你会怎么做? 下面几种可能 ⬇️1. 9月5到期后直接转股全抛到market。2. 9月5到期后转股,缓抛。3. 9月5到期后转股,持有,短期不抛。","text":"$蔚来(NIO)$如果你手上有2.35亿可转债(~6700W股 稀释率~5.3%)你会什么时候抛? 我们也看到了 上一笔2月10号加起来1亿美金的可转债在李老板配合下完美8/11抛售后股价跳水~8%。 这次3月5号的可转债马上就要到6个月期限了,按照约定时间就是9月5号开盘以后就能转成普通A股,问题来了,这笔巨额单一抛出来肯定10%以上跌幅,如果你拿着这比债 你会怎么做? 下面几种可能 ⬇️1. 9月5到期后直接转股全抛到market。2. 9月5到期后转股,缓抛。3. 9月5到期后转股,持有,短期不抛。","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/947754313","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":837,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":947765047,"gmtCreate":1597417764089,"gmtModify":1704215846802,"author":{"id":"3556243876883252","authorId":"3556243876883252","name":"Nicooo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556243876883252","authorIdStr":"3556243876883252"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>还有好多人说这都横盘一个月了。。。说实话这耐心真不适合投资!去买彩票吧,每周都开奖。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>还有好多人说这都横盘一个月了。。。说实话这耐心真不适合投资!去买彩票吧,每周都开奖。","text":"$蔚来(NIO)$还有好多人说这都横盘一个月了。。。说实话这耐心真不适合投资!去买彩票吧,每周都开奖。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/947765047","repostId":"947785568","repostType":1,"repost":{"id":947785568,"gmtCreate":1597416363454,"gmtModify":1704215835017,"author":{"id":"3556243876883252","authorId":"3556243876883252","name":"Nicooo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556243876883252","authorIdStr":"3556243876883252"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>韭菜真的有意思,一跌就骂人,一涨又喊倒车接我!那你现在不买是要等拉上去再买吗??","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>韭菜真的有意思,一跌就骂人,一涨又喊倒车接我!那你现在不买是要等拉上去再买吗??","text":"$蔚来(NIO)$韭菜真的有意思,一跌就骂人,一涨又喊倒车接我!那你现在不买是要等拉上去再买吗??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/947785568","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1459,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":947785568,"gmtCreate":1597416363454,"gmtModify":1704215835017,"author":{"id":"3556243876883252","authorId":"3556243876883252","name":"Nicooo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556243876883252","authorIdStr":"3556243876883252"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>韭菜真的有意思,一跌就骂人,一涨又喊倒车接我!那你现在不买是要等拉上去再买吗??","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>韭菜真的有意思,一跌就骂人,一涨又喊倒车接我!那你现在不买是要等拉上去再买吗??","text":"$蔚来(NIO)$韭菜真的有意思,一跌就骂人,一涨又喊倒车接我!那你现在不买是要等拉上去再买吗??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":6,"repostSize":1,"link":"https://laohu8.com/post/947785568","isVote":1,"tweetType":1,"viewCount":3056,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3516095948973168","authorId":"3516095948973168","name":"冰凉","avatar":"https://static.tigerbbs.com/fa4fbdbfe0a4ea70f35249a1399d0836","crmLevel":5,"crmLevelSwitch":0,"idStr":"3516095948973168","authorIdStr":"3516095948973168"},"content":"太多人恨不得一夜暴富,一周都嫌慢","text":"太多人恨不得一夜暴富,一周都嫌慢","html":"太多人恨不得一夜暴富,一周都嫌慢"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":947877392,"gmtCreate":1597294457316,"gmtModify":1704215231805,"author":{"id":"3556243876883252","authorId":"3556243876883252","name":"Nicooo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556243876883252","authorIdStr":"3556243876883252"},"themes":[],"htmlText":"用期权套利最大的敌人是时间 半年以内的散户最好别碰","listText":"用期权套利最大的敌人是时间 半年以内的散户最好别碰","text":"用期权套利最大的敌人是时间 半年以内的散户最好别碰","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/947877392","repostId":"947872656","repostType":1,"repost":{"id":947872656,"gmtCreate":1597293422775,"gmtModify":1704215228706,"author":{"id":"3452976737730383","authorId":"3452976737730383","name":"越南喜乐多","avatar":"https://static.tigerbbs.com/5bc3211a68ba5ae52069dda95134ec37","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3452976737730383","authorIdStr":"3452976737730383"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>特斯拉,第一次买特斯拉的期权。6块买的,0.25卖的,昨晚收盘价是5.15,盘中最高价是13.7。玩期权,心态好的话,可以完整经历一边巨亏到爆赚的快感。可是我呢?是没有赚钱的命吗?还是有有什么经验可总结?其实,没什么经验可总结的。只是时也命也。因为经历太过眼睁睁看着自己期权归零的瞬间,像鸵鸟一样,一动不动。所以,这次,我丢掉幻想,一分钱也要捡起来。我也知道,用点小钱广撒鱼🐟,说不定有意外收获,比如,刚兴起时的比特币;比如,……算了,眼光还是放长远吧。不是说成了暴发户蝇头小利不重要了,而是眼界更重要了,是仓位,是心态,然后才能谈运气。<a href=\"https://laohu8.com/S/BA\">$波音(BA)$</a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a><a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a><a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>特斯拉,第一次买特斯拉的期权。6块买的,0.25卖的,昨晚收盘价是5.15,盘中最高价是13.7。玩期权,心态好的话,可以完整经历一边巨亏到爆赚的快感。可是我呢?是没有赚钱的命吗?还是有有什么经验可总结?其实,没什么经验可总结的。只是时也命也。因为经历太过眼睁睁看着自己期权归零的瞬间,像鸵鸟一样,一动不动。所以,这次,我丢掉幻想,一分钱也要捡起来。我也知道,用点小钱广撒鱼🐟,说不定有意外收获,比如,刚兴起时的比特币;比如,……算了,眼光还是放长远吧。不是说成了暴发户蝇头小利不重要了,而是眼界更重要了,是仓位,是心态,然后才能谈运气。<a href=\"https://laohu8.com/S/BA\">$波音(BA)$</a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a><a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a><a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>","text":"$特斯拉(TSLA)$特斯拉,第一次买特斯拉的期权。6块买的,0.25卖的,昨晚收盘价是5.15,盘中最高价是13.7。玩期权,心态好的话,可以完整经历一边巨亏到爆赚的快感。可是我呢?是没有赚钱的命吗?还是有有什么经验可总结?其实,没什么经验可总结的。只是时也命也。因为经历太过眼睁睁看着自己期权归零的瞬间,像鸵鸟一样,一动不动。所以,这次,我丢掉幻想,一分钱也要捡起来。我也知道,用点小钱广撒鱼🐟,说不定有意外收获,比如,刚兴起时的比特币;比如,……算了,眼光还是放长远吧。不是说成了暴发户蝇头小利不重要了,而是眼界更重要了,是仓位,是心态,然后才能谈运气。$波音(BA)$$苹果(AAPL)$$阿里巴巴(BABA)$$蔚来(NIO)$","images":[{"img":"https://static.tigerbbs.com/39d1c9acd5b4827049051e8d6cf3da45","width":"1080","height":"2248"},{"img":"https://static.tigerbbs.com/3179361ac7fe2d957f1681e17c84529e","width":"1080","height":"365"},{"img":"https://static.tigerbbs.com/1c7d1faf5ea2b06e2c4f0ec6b8bd21c7","width":"1080","height":"2248"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/947872656","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":947866490,"gmtCreate":1597277070410,"gmtModify":1704215170705,"author":{"id":"3556243876883252","authorId":"3556243876883252","name":"Nicooo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556243876883252","authorIdStr":"3556243876883252"},"themes":[],"htmlText":"回复 <a href=\"https://laohu8.com/U/3471371279701378\">@再见彩虹</a>:感恩吧,要是没那3次可转债融资蔚来股价现在可能是零。另外二月那2亿应该还有1亿没解禁。公告里只说不晚于2月19日close, 所以可能接下来几天才出禁售期。//<a href=\"https://laohu8.com/U/3471371279701378\">@再见彩虹</a>:你手上的股票被稀释了,原来上20元的,将需要30元的新增资金","listText":"回复 <a href=\"https://laohu8.com/U/3471371279701378\">@再见彩虹</a>:感恩吧,要是没那3次可转债融资蔚来股价现在可能是零。另外二月那2亿应该还有1亿没解禁。公告里只说不晚于2月19日close, 所以可能接下来几天才出禁售期。//<a href=\"https://laohu8.com/U/3471371279701378\">@再见彩虹</a>:你手上的股票被稀释了,原来上20元的,将需要30元的新增资金","text":"回复 @再见彩虹:感恩吧,要是没那3次可转债融资蔚来股价现在可能是零。另外二月那2亿应该还有1亿没解禁。公告里只说不晚于2月19日close, 所以可能接下来几天才出禁售期。//@再见彩虹:你手上的股票被稀释了,原来上20元的,将需要30元的新增资金","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/947866490","repostId":"947869151","repostType":1,"repost":{"id":947869151,"gmtCreate":1597275373473,"gmtModify":1704215164691,"author":{"id":"3471371279701378","authorId":"3471371279701378","name":"再见彩虹","avatar":"https://static.tigerbbs.com/8f8e2baf88dd73982e872493db77120d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3471371279701378","authorIdStr":"3471371279701378"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>昨天蔚来为什么大跌今年二月在蔚来最缺钱的时候,李斌与亚洲投资等私募签定2个亿的可转债,按照每股3.05元转股,8月10号可以上市行权,这可能是xx高层将九月底公布二季度业绩时间大幅度提前的原因,也就是说昨天蔚来凭空一下子增加了6000万-7000万股,不仅大幅稀释了我们用血汗钱买的蔚来股票,最重要的是高位套现狠狠割了我们韭菜。请大家注意:九月五号就又有2.35亿可转债可以上市行权,将再次稀释我们手中股票的价值,不排除主力和xx会在9月5号以前再次排演本次大跌的悲剧,请善良的韭菜们不要再次被割,我们都知道在A股庄家离开xx是无法做庄的,作为被伤害的韭菜,可以离开与主力合伙割韭菜的xx,自我保护吧!建议各位上网搜一下:蔚来 可转债","listText":"<a 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可转债","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/947869151","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1093,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":947384866,"gmtCreate":1597207490255,"gmtModify":1704214895215,"author":{"id":"3556243876883252","authorId":"3556243876883252","name":"Nicooo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556243876883252","authorIdStr":"3556243876883252"},"themes":[],"htmlText":"从一块多走过来的人表示无感,这走势很健康!","listText":"从一块多走过来的人表示无感,这走势很健康!","text":"从一块多走过来的人表示无感,这走势很健康!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/947384866","repostId":"947383688","repostType":1,"repost":{"id":947383688,"gmtCreate":1597204359044,"gmtModify":1704214886819,"author":{"id":"3559217637776810","authorId":"3559217637776810","name":"哇塞真的好大啊","avatar":"https://static.tigerbbs.com/800a0c5b9d3a17d29c26073af50894bf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559217637776810","authorIdStr":"3559217637776810"},"themes":[],"htmlText":"<a 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长则50天左右也就回来了,没必要悲观。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/947383688","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":689,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":947333251,"gmtCreate":1597197711573,"gmtModify":1704214856806,"author":{"id":"3556243876883252","authorId":"3556243876883252","name":"Nicooo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556243876883252","authorIdStr":"3556243876883252"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>我真觉得庄家是看评论操作的。请多头们尽量忍住不要发言,切记:看多做多不唱多,必要的时候还要出来骂两句!","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>我真觉得庄家是看评论操作的。请多头们尽量忍住不要发言,切记:看多做多不唱多,必要的时候还要出来骂两句!","text":"$蔚来(NIO)$我真觉得庄家是看评论操作的。请多头们尽量忍住不要发言,切记:看多做多不唱多,必要的时候还要出来骂两句!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/947333251","isVote":1,"tweetType":1,"viewCount":2936,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3499756167942283","authorId":"3499756167942283","name":"阿尔卑斯山之秋","avatar":"https://static.tigerbbs.com/a4790a8c6d1928caca998008226cb7c3","crmLevel":2,"crmLevelSwitch":0,"idStr":"3499756167942283","authorIdStr":"3499756167942283"},"content":"知道你东哥真正的用意了吧","text":"知道你东哥真正的用意了吧","html":"知道你东哥真正的用意了吧"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":942363941,"gmtCreate":1596084905383,"gmtModify":1704210902667,"author":{"id":"3556243876883252","authorId":"3556243876883252","name":"Nicooo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556243876883252","authorIdStr":"3556243876883252"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>感觉不太对啊,蔚来卖了将近五万辆车,还有合肥,工信部,腾讯,六大银行撑腰,再加上BAAS预期,估值也才140多亿,理想就110亿了? 别光说财务好看,这种阶段和概念财务有多重要大家都清楚。<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>感觉不太对啊,蔚来卖了将近五万辆车,还有合肥,工信部,腾讯,六大银行撑腰,再加上BAAS预期,估值也才140多亿,理想就110亿了? 别光说财务好看,这种阶段和概念财务有多重要大家都清楚。<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>","text":"$理想汽车(LI)$感觉不太对啊,蔚来卖了将近五万辆车,还有合肥,工信部,腾讯,六大银行撑腰,再加上BAAS预期,估值也才140多亿,理想就110亿了? 别光说财务好看,这种阶段和概念财务有多重要大家都清楚。$蔚来(NIO)$","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":10,"commentSize":12,"repostSize":1,"link":"https://laohu8.com/post/942363941","isVote":1,"tweetType":1,"viewCount":7046,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3447795841339162","authorId":"3447795841339162","name":"我本平静","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"idStr":"3447795841339162","authorIdStr":"3447795841339162"},"content":"所以,要么蔚来涨,要么理想跌,情况就是这么个情况 $蔚来(NIO)$","text":"所以,要么蔚来涨,要么理想跌,情况就是这么个情况 $蔚来(NIO)$","html":"所以,要么蔚来涨,要么理想跌,情况就是这么个情况 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href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>这次财报提前这么久可能不止是因为数据好看,因为财务上的提升已经有预期了。会不会是有什么重大事项要公布,或者又要增发?个人猜测~","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>这次财报提前这么久可能不止是因为数据好看,因为财务上的提升已经有预期了。会不会是有什么重大事项要公布,或者又要增发?个人猜测~","text":"$蔚来(NIO)$这次财报提前这么久可能不止是因为数据好看,因为财务上的提升已经有预期了。会不会是有什么重大事项要公布,或者又要增发?个人猜测~","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/944793893","isVote":1,"tweetType":1,"viewCount":3581,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3557269796318359","authorId":"3557269796318359","name":"胖虎0706","avatar":"https://static.tigerbbs.com/af6b26fc2a094342550f4ba575bd3934","crmLevel":2,"crmLevelSwitch":0,"idStr":"3557269796318359","authorIdStr":"3557269796318359"},"content":"卧槽 别乌鸦嘴啊 增发可就完蛋了","text":"卧槽 别乌鸦嘴啊 增发可就完蛋了","html":"卧槽 别乌鸦嘴啊 增发可就完蛋了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":946801914,"gmtCreate":1595688663038,"gmtModify":1704209789233,"author":{"id":"3556243876883252","authorId":"3556243876883252","name":"Nicooo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556243876883252","authorIdStr":"3556243876883252"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>好吧,这么说合肥市政府,六大银行,腾讯,工信部这些人全是傻子,拼命扶持一个骗子公司!","listText":"<a 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现在电池车行业的泡沫有多大? 蔚来市值1200亿人民币,一共才卖出去几万量车,吉利2019年卖出200多万辆车,市值才1500亿。 就这么魔幻, 蔚来是怎么被定义为骗子公司的, 蔚来花了4年的时候烧掉了400亿,这个烧钱速度是特斯拉15年烧钱的总额,是全世界有史以来最烧钱的创业公司,而且蔚来创造了一个奇迹,一辆车卖50W,大不了一分钱不赚,但蔚来卖出去不仅一分钱不赚还要倒亏100W,卖一辆亏两辆,这简直违反经济学的基本常识。 更有意思的是,蔚来每卖出去一辆车,这辆车都会成为公司的长期负债,因为承诺终身保修终身换电,蔚来卖的越多就会亏的越多,卖的越多就会倒闭的越快,人类历史上都没出现过这样的公司。 这么明显的不可持续的传销商业模式,消费者都是傻子吗? 所以 蔚来把大量融资来的钱花在了既有用户的营销上,天天搞各种车友会忽悠既有用户,给他们洗脑,让他们在外面吹牛逼蔚来有多好。 这种公司连乐视都不如,乐视卖出去的电视起码不会成为公司的负债,而且还可以为公司带来持续的广告收入。 这么炫丽的泡沫,最后一定会很精彩。","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/946172446","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1676,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3533084678796733","authorId":"3533084678796733","name":"給你壹个韭菜包","avatar":"https://static.tigerbbs.com/7f738c869c9e22180516f2e2b4baffd5","crmLevel":2,"crmLevelSwitch":0,"idStr":"3533084678796733","authorIdStr":"3533084678796733"},"content":"蔚来的确是违反了经济学常识、但是只要融资款是被花掉了而不是被贪掉了!就表示李斌的目的不是骗钱而是要造车。","text":"蔚来的确是违反了经济学常识、但是只要融资款是被花掉了而不是被贪掉了!就表示李斌的目的不是骗钱而是要造车。","html":"蔚来的确是违反了经济学常识、但是只要融资款是被花掉了而不是被贪掉了!就表示李斌的目的不是骗钱而是要造车。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":945978727,"gmtCreate":1596444844869,"gmtModify":1704212176179,"author":{"id":"3556243876883252","authorId":"3556243876883252","name":"Nicooo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556243876883252","authorIdStr":"3556243876883252"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>在周末公布交付么??","text":"你见过$蔚来(NIO)$在周末公布交付么??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/331295882","repostId":"331205193","repostType":1,"repost":{"id":331205193,"gmtCreate":1609634920512,"gmtModify":1703739860850,"author":{"id":"3561473267689718","authorId":"3561473267689718","name":"小散户炒美股","avatar":"https://static.tigerbbs.com/084b0db05ad1a81e5694ab1517c85efa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561473267689718","authorIdStr":"3561473267689718"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>预测蔚来交付量5800,肯定不会超过6000,要不然早就拉出来横幅了,求打脸","listText":"<a 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href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>韭菜真的有意思,一跌就骂人,一涨又喊倒车接我!那你现在不买是要等拉上去再买吗??","text":"$蔚来(NIO)$韭菜真的有意思,一跌就骂人,一涨又喊倒车接我!那你现在不买是要等拉上去再买吗??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/947785568","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1459,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":947333251,"gmtCreate":1597197711573,"gmtModify":1704214856806,"author":{"id":"3556243876883252","authorId":"3556243876883252","name":"Nicooo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556243876883252","authorIdStr":"3556243876883252"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>我真觉得庄家是看评论操作的。请多头们尽量忍住不要发言,切记:看多做多不唱多,必要的时候还要出来骂两句!","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>我真觉得庄家是看评论操作的。请多头们尽量忍住不要发言,切记:看多做多不唱多,必要的时候还要出来骂两句!","text":"$蔚来(NIO)$我真觉得庄家是看评论操作的。请多头们尽量忍住不要发言,切记:看多做多不唱多,必要的时候还要出来骂两句!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/947333251","isVote":1,"tweetType":1,"viewCount":2936,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3499756167942283","authorId":"3499756167942283","name":"阿尔卑斯山之秋","avatar":"https://static.tigerbbs.com/a4790a8c6d1928caca998008226cb7c3","crmLevel":2,"crmLevelSwitch":0,"idStr":"3499756167942283","authorIdStr":"3499756167942283"},"content":"知道你东哥真正的用意了吧","text":"知道你东哥真正的用意了吧","html":"知道你东哥真正的用意了吧"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":944722471,"gmtCreate":1597134426193,"gmtModify":1704214511363,"author":{"id":"3556243876883252","authorId":"3556243876883252","name":"Nicooo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556243876883252","authorIdStr":"3556243876883252"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>除了毛利,eps和现金流都转正了,这个是没有被市场预料到的吧~","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>除了毛利,eps和现金流都转正了,这个是没有被市场预料到的吧~","text":"$蔚来(NIO)$除了毛利,eps和现金流都转正了,这个是没有被市场预料到的吧~","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/944722471","isVote":1,"tweetType":1,"viewCount":398,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":946536669,"gmtCreate":1595907344951,"gmtModify":1704210216178,"author":{"id":"3556243876883252","authorId":"3556243876883252","name":"Nicooo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556243876883252","authorIdStr":"3556243876883252"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>其实大家可以上微博搜索蔚来,正面的内容都点个赞,也算帮忙增加曝光度,间接广告了","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>其实大家可以上微博搜索蔚来,正面的内容都点个赞,也算帮忙增加曝光度,间接广告了","text":"$蔚来(NIO)$其实大家可以上微博搜索蔚来,正面的内容都点个赞,也算帮忙增加曝光度,间接广告了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/946536669","isVote":1,"tweetType":1,"viewCount":937,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":970051887,"gmtCreate":1597552750749,"gmtModify":1704216003432,"author":{"id":"3556243876883252","authorId":"3556243876883252","name":"Nicooo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556243876883252","authorIdStr":"3556243876883252"},"themes":[],"htmlText":"下周安徽考察?这样是真的广告效应就吓人了","listText":"下周安徽考察?这样是真的广告效应就吓人了","text":"下周安徽考察?这样是真的广告效应就吓人了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/970051887","repostId":"970053986","repostType":1,"repost":{"id":970053986,"gmtCreate":1597551604745,"gmtModify":1704216001531,"author":{"id":"3494202507012705","authorId":"3494202507012705","name":"蔚来未来车主","avatar":"https://static.tigerbbs.com/4caa2cb5fdee8fddcddbd8331f956989","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494202507012705","authorIdStr":"3494202507012705"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>大家好!我是蔚来未来车主~八月是充满希望的一个月,也是NIO2020最具活力的月份,是NIO发展的转折点、新起点~今天8.16,回首过去的半个月,NIO有几个利好,但都迟迟没有爆发,究竟是什么原因?8.3日,NIO七月份成绩单出来了:7月份交付3533台,超同期4倍。其中ES8 923台,同比上涨463%,ES6 2610台,同比上涨288%,环比上涨5%。蔚来总共交付49615台,产能提升稳步进行,7月订单创新高,同时,7.18日第5万台NIO下线,截止7.31交付49615台,可以大致推算一下NIO展车、试驾车、测试车等数目,江淮蔚来工厂日均产能。面对市场对ES8 ES6 EC6的强劲需求,NIO会在8.9月份提高江淮蔚来工厂产能,以满足市场需求。当日涨幅达13.9%,后市可期。8.11日,蔚来发布2020Q2财报,同时举办电话会议。财报指出:NIO二季度营收37.19亿元,汽车销售营收34.86亿元。毛利率大幅转正,汽车销售毛利率9.7%,综合毛利率8.4%。亏损11.6亿元,同比大幅缩窄64%。现金储备丰厚,达111.68亿元。市场预期营收在35亿元左右,斌哥一季度电话会议讲到毛利率会转正,整车毛利率达5%以上,综合毛利率达3%以上,这说明斌哥还是比较谦虚,保守。对三季度交付量11000-11500的目标来说,NIO在产能和交付方面应该问题不大,市场对NIO强劲的需求还是比较明显。所以第三季度财报还是比较看好的,可以期待一下。与此同时,股价好像并不是像预期那么好的表现,当日跌了8.59%,有大V说是年初可转债解禁的影响,也有人说是散户见好就收😂,具体什么原因不得而知。第二周股价表现并不","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>大家好!我是蔚来未来车主~八月是充满希望的一个月,也是NIO2020最具活力的月份,是NIO发展的转折点、新起点~今天8.16,回首过去的半个月,NIO有几个利好,但都迟迟没有爆发,究竟是什么原因?8.3日,NIO七月份成绩单出来了:7月份交付3533台,超同期4倍。其中ES8 923台,同比上涨463%,ES6 2610台,同比上涨288%,环比上涨5%。蔚来总共交付49615台,产能提升稳步进行,7月订单创新高,同时,7.18日第5万台NIO下线,截止7.31交付49615台,可以大致推算一下NIO展车、试驾车、测试车等数目,江淮蔚来工厂日均产能。面对市场对ES8 ES6 EC6的强劲需求,NIO会在8.9月份提高江淮蔚来工厂产能,以满足市场需求。当日涨幅达13.9%,后市可期。8.11日,蔚来发布2020Q2财报,同时举办电话会议。财报指出:NIO二季度营收37.19亿元,汽车销售营收34.86亿元。毛利率大幅转正,汽车销售毛利率9.7%,综合毛利率8.4%。亏损11.6亿元,同比大幅缩窄64%。现金储备丰厚,达111.68亿元。市场预期营收在35亿元左右,斌哥一季度电话会议讲到毛利率会转正,整车毛利率达5%以上,综合毛利率达3%以上,这说明斌哥还是比较谦虚,保守。对三季度交付量11000-11500的目标来说,NIO在产能和交付方面应该问题不大,市场对NIO强劲的需求还是比较明显。所以第三季度财报还是比较看好的,可以期待一下。与此同时,股价好像并不是像预期那么好的表现,当日跌了8.59%,有大V说是年初可转债解禁的影响,也有人说是散户见好就收😂,具体什么原因不得而知。第二周股价表现并不","text":"$蔚来(NIO)$大家好!我是蔚来未来车主~八月是充满希望的一个月,也是NIO2020最具活力的月份,是NIO发展的转折点、新起点~今天8.16,回首过去的半个月,NIO有几个利好,但都迟迟没有爆发,究竟是什么原因?8.3日,NIO七月份成绩单出来了:7月份交付3533台,超同期4倍。其中ES8 923台,同比上涨463%,ES6 2610台,同比上涨288%,环比上涨5%。蔚来总共交付49615台,产能提升稳步进行,7月订单创新高,同时,7.18日第5万台NIO下线,截止7.31交付49615台,可以大致推算一下NIO展车、试驾车、测试车等数目,江淮蔚来工厂日均产能。面对市场对ES8 ES6 EC6的强劲需求,NIO会在8.9月份提高江淮蔚来工厂产能,以满足市场需求。当日涨幅达13.9%,后市可期。8.11日,蔚来发布2020Q2财报,同时举办电话会议。财报指出:NIO二季度营收37.19亿元,汽车销售营收34.86亿元。毛利率大幅转正,汽车销售毛利率9.7%,综合毛利率8.4%。亏损11.6亿元,同比大幅缩窄64%。现金储备丰厚,达111.68亿元。市场预期营收在35亿元左右,斌哥一季度电话会议讲到毛利率会转正,整车毛利率达5%以上,综合毛利率达3%以上,这说明斌哥还是比较谦虚,保守。对三季度交付量11000-11500的目标来说,NIO在产能和交付方面应该问题不大,市场对NIO强劲的需求还是比较明显。所以第三季度财报还是比较看好的,可以期待一下。与此同时,股价好像并不是像预期那么好的表现,当日跌了8.59%,有大V说是年初可转债解禁的影响,也有人说是散户见好就收😂,具体什么原因不得而知。第二周股价表现并不","images":[],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/970053986","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1297,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3557541572429286","authorId":"3557541572429286","name":"正师傅","avatar":"https://static.tigerbbs.com/4a7e7c4a5cd1715b9252dd792f6651b2","crmLevel":1,"crmLevelSwitch":0,"idStr":"3557541572429286","authorIdStr":"3557541572429286"},"content":"有多大广告效应!?","text":"有多大广告效应!?","html":"有多大广告效应!?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":944688361,"gmtCreate":1596918320053,"gmtModify":1704213945500,"author":{"id":"3556243876883252","authorId":"3556243876883252","name":"Nicooo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556243876883252","authorIdStr":"3556243876883252"},"themes":[],"htmlText":"多数写得很好 但李斌说了baas会有单独的发布会 和这次财报没关系<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>","listText":"多数写得很好 但李斌说了baas会有单独的发布会 和这次财报没关系<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>","text":"多数写得很好 但李斌说了baas会有单独的发布会 和这次财报没关系$蔚来(NIO)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/944688361","repostId":"945770892","repostType":1,"repost":{"id":945770892,"gmtCreate":1596696808109,"gmtModify":1704213220761,"author":{"id":"58341441844653","authorId":"58341441844653","name":"孟浩","avatar":"https://static.tigerbbs.com/d3af5b59c3e4676ee72cb6e0fea0279b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"58341441844653","authorIdStr":"58341441844653"},"themes":[],"title":"【财报前瞻】蔚来Q2能否给出逆天答卷?关键还得看...","htmlText":"蔚来将于8月11日盘前发布2020年第二季度财报,老规矩,这篇文章就跟大家探讨一下蔚来本次财报的亮点。 先来简单回顾一下 Q1财报 蔚来在1季度交付了3838辆汽车,其中包括3643辆ES6以及195辆ES8。营收为人民币13.7亿元,环比下滑51.8%,同比下滑15.9%,超过分析师预期的12.87亿元。 蔚来1季度净亏损为16.91亿元,同比环比减亏,分析师预期亏损达20.24亿,好于分析师预期。公司的现金等价物,限制现金和短期投资为23.974亿元人民币。 此外,蔚来还大幅上调了2季度交车量及收入预期,蔚来预计第2季度车辆交付量将达到9500和10000辆之间, 预计总收入在33.68亿元至35.34亿元之间,大幅高于分析师预期。关于2020年Q2财报,有以下几个看点 Q2交付超预期,Q3怎么样? 根据市场已知数据,蔚来汽车在截至2020年6月的三个月中交付了10,331辆汽车,超出此前蔚来给予的2季度车辆交付量指引(9500和10000辆)。虽然这个数蛮好的,但其实也是意料之中吧,毕竟从今年3月开始,国家为了带动新能源汽车产业的发展,就已经颁布了多条政策,比如将年底到期的新能源汽车购置补贴和免征车辆购置税政策延长2年,这些政策有利于促进新能源汽车的销售。其实不仅是蔚来,整个新能源汽车销量在3月都有一个较大幅度的回升,蔚来在4-6月销量回升基本上属于意料之中的事情。而在公布6月交车报告之后,蔚来股票已经来了一波大涨,市场已经price in了,因此这季度财报的重点之一是蔚来对于Q3交付量的指引,从目前的形势来看,政策端的利好具有持续性,此外EC6已于7月24日正式开始预定,可以预计到蔚来大定数量应该不差,目前制约蔚来的主要还是产能问题。 目前蔚来合作的工厂当时是按照单班5万,双班10万去设立的,现在蔚来是开单班,开单班年产5万,就意味着每个月4000到顶了。在EC6上","listText":"蔚来将于8月11日盘前发布2020年第二季度财报,老规矩,这篇文章就跟大家探讨一下蔚来本次财报的亮点。 先来简单回顾一下 Q1财报 蔚来在1季度交付了3838辆汽车,其中包括3643辆ES6以及195辆ES8。营收为人民币13.7亿元,环比下滑51.8%,同比下滑15.9%,超过分析师预期的12.87亿元。 蔚来1季度净亏损为16.91亿元,同比环比减亏,分析师预期亏损达20.24亿,好于分析师预期。公司的现金等价物,限制现金和短期投资为23.974亿元人民币。 此外,蔚来还大幅上调了2季度交车量及收入预期,蔚来预计第2季度车辆交付量将达到9500和10000辆之间, 预计总收入在33.68亿元至35.34亿元之间,大幅高于分析师预期。关于2020年Q2财报,有以下几个看点 Q2交付超预期,Q3怎么样? 根据市场已知数据,蔚来汽车在截至2020年6月的三个月中交付了10,331辆汽车,超出此前蔚来给予的2季度车辆交付量指引(9500和10000辆)。虽然这个数蛮好的,但其实也是意料之中吧,毕竟从今年3月开始,国家为了带动新能源汽车产业的发展,就已经颁布了多条政策,比如将年底到期的新能源汽车购置补贴和免征车辆购置税政策延长2年,这些政策有利于促进新能源汽车的销售。其实不仅是蔚来,整个新能源汽车销量在3月都有一个较大幅度的回升,蔚来在4-6月销量回升基本上属于意料之中的事情。而在公布6月交车报告之后,蔚来股票已经来了一波大涨,市场已经price in了,因此这季度财报的重点之一是蔚来对于Q3交付量的指引,从目前的形势来看,政策端的利好具有持续性,此外EC6已于7月24日正式开始预定,可以预计到蔚来大定数量应该不差,目前制约蔚来的主要还是产能问题。 目前蔚来合作的工厂当时是按照单班5万,双班10万去设立的,现在蔚来是开单班,开单班年产5万,就意味着每个月4000到顶了。在EC6上","text":"蔚来将于8月11日盘前发布2020年第二季度财报,老规矩,这篇文章就跟大家探讨一下蔚来本次财报的亮点。 先来简单回顾一下 Q1财报 蔚来在1季度交付了3838辆汽车,其中包括3643辆ES6以及195辆ES8。营收为人民币13.7亿元,环比下滑51.8%,同比下滑15.9%,超过分析师预期的12.87亿元。 蔚来1季度净亏损为16.91亿元,同比环比减亏,分析师预期亏损达20.24亿,好于分析师预期。公司的现金等价物,限制现金和短期投资为23.974亿元人民币。 此外,蔚来还大幅上调了2季度交车量及收入预期,蔚来预计第2季度车辆交付量将达到9500和10000辆之间, 预计总收入在33.68亿元至35.34亿元之间,大幅高于分析师预期。关于2020年Q2财报,有以下几个看点 Q2交付超预期,Q3怎么样? 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