Tastemaker的个人主页 - 老虎社区

Tastemaker

Tastemaker

此乃时也，运也，命也。

IP属地：广东

30关注

6粉丝

2主题

0勋章

02-17

$NVDA 20240216 730.0 PUT$ 折腾了一晚，还赔了一包烟钱

02-17

$NVDA 20240216 730.0 PUT$

02-03

$META 20240202 475.0 PUT$ 我**的

02-03

$Meta Platforms(META)$ 我**的

2023-12-15

荒唐！却符合国情

传京东欲“挖”董宇辉，HR副总裁已赶赴陕西！董宇辉最新回应

2023-06-13

提高做空的机构的盈利概率与回报率

连涨12天，特斯拉发生了什么？

2023-05-31

$京东(JD)$ 正股拿了一年多，全部成本现在每股七十多，本来就是想在权证里面转一圈，顺一台SONY PS5出来的，结果一部DJI Mavic3 Pro掉里面了。偷鸡不成[流泪]

2023-04-19

你这个标题有问题，你知道还有多少人在用苹果前几代的手机吗？

被三星超越，苹果痛失全球手机份额第一

2023-03-23

落地了

美联储如期加息25个基点，决议声明暗示加息周期接近尾声

2023-02-18

$TSLA 20230224 190.0 PUT$ $TSLA 20230224 190.0 PUT$

2023-02-06

$Faraday Future(FFIE)$ 在快跌倒0.25附近时，我把0.251的委托价格改到了0.211。现在无比遗憾

2022-12-23

$智富融资(MEGL)$ 8.68，1100股[流泪]

2022-10-12

$Faraday Future(FFIE)$操**永远没一个底呀

2022-03-18

$滴滴(DIDI)$难到就我一个人爆仓了吗？

2022-03-04

与李想不同频怎么理解的了他？别瞎猜

仅凭一款车，理想就想成为“苹果”？

2021-10-04

$TIGR 20211015 10.0 CALL(TIGR)$操！操！操！

2021-07-08

$小鹏汽车(XPEV)$我在25块等着你

2021-07-07

$小鹏汽车-W(09868)$也许今天就会成为历史最高价，今天还不跑？

2021-07-07

$小鹏汽车-W(09868)$上市当天就破发没面子，守的了一天半会儿，这么大的泡沫又能守多久呢？

2021-07-07

$小鹏汽车-W(09868)$腰斩

去老虎APP查看更多动态

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href=https://finance.sina.com.cn/tech/shenji/2023-12-15/doc-imzyauqy7261144.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>12月15日晚间消息，一张网络流传的截图显示，刘强东的人力副总裁已拿着刘强东的亲笔签名前往陕西“挖”董宇辉，并且谈得很顺利，去京东的可能性很大。针对该传闻，董宇辉表示：“不属实，目前没有接触任何公司”。京东方面对此事件暂无回应。受此消息影响，京东盘前一度涨超5%。</p>\n\n<a href=\"https://finance.sina.com.cn/tech/shenji/2023-12-15/doc-imzyauqy7261144.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4aea395ea922ea9903f8b8689325fa61","relate_stocks":{"01797":"东方甄选","JD":"京东","09618":"京东集团-SW"},"source_url":"https://finance.sina.com.cn/tech/shenji/2023-12-15/doc-imzyauqy7261144.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152475388","content_text":"12月15日晚间消息，一张网络流传的截图显示，刘强东的人力副总裁已拿着刘强东的亲笔签名前往陕西“挖”董宇辉，并且谈得很顺利，去京东的可能性很大。针对该传闻，董宇辉表示：“不属实，目前没有接触任何公司”。京东方面对此事件暂无回应。受此消息影响，京东盘前一度涨超5%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":923,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":186906235617456,"gmtCreate":1686655369050,"gmtModify":1686655370602,"author":{"id":"3567032447067177","authorId":"3567032447067177","name":"Tastemaker","avatar":"https://static.tigerbbs.com/cabde4fed202b2d61e86ef55c4c27b5e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567032447067177","authorIdStr":"3567032447067177"},"themes":[],"htmlText":"提高做空的机构的盈利概率与回报率","listText":"提高做空的机构的盈利概率与回报率","text":"提高做空的机构的盈利概率与回报率","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/186906235617456","repostId":"1105646139","repostType":2,"repost":{"id":"1105646139","kind":"news","weMediaInfo":{"introduction":"坚守初心，不随俗流。用一颗匠子心打造一个具有广度、深度、高度、温度的港股交流圈","home_visible":1,"media_name":"丫丫港股圈","id":"1055767104","head_image":"https://static.tigerbbs.com/e72e80eef358bde27914deb6b2315953"},"pubTimestamp":1686654518,"share":"https://www.laohu8.com/m/news/1105646139?lang=&edition=full","pubTime":"2023-06-13 19:08","market":"us","language":"zh","title":"连涨12天，特斯拉发生了什么？","url":"https://stock-news.laohu8.com/highlight/detail?id=1105646139","media":"丫丫港股圈","summary":"自5月25日起，特斯拉股价连续12天上涨，从186元攀升至250元，涨幅达37%，市值再次突破8000亿美元，年内涨幅超过了100%。从年初的最低点101元算起，至今已经增长了超过126%。年初时，由","content":"<html><head></head><body><p>自5月25日起，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股价连续12天上涨，从186元攀升至250元，涨幅达37%，市值再次突破8000亿美元，年内涨幅超过了100%。从年初的最低点101元算起，至今已经增长了超过126%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b5bd53967bb2080d6faf27c09eddf97f\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">年初时，由于电动汽车需求下滑，加上没有新车型的推出，特斯拉面临着竞争力下滑的问题。库存更是达到了自疫情以来的最高水平。然而，通过全球两轮降价，特斯拉有效解决了库存问题，股价也从底部反弹。</p><p style=\"text-align: justify;\">在今年1月7日，美国知名投资者Bill Miller表示，他近期一直在做空特斯拉，因为电动汽车行业竞争加剧。然而，在Bill Miller加仓做空特斯拉之后，特斯拉的全球降价策略迅速解决了库存问题，并使交付周期恢复正常，特斯拉的股价也从101元反弹至210元。</p><p style=\"text-align: justify;\">在特斯拉连续11天上涨后，一位记者在推特上转发了1月份Bill Miller对特斯拉的看空观点，表示自那次采访以来，特斯拉的涨幅超过了140%。对此，特斯拉CEO马斯克在下方评论了笑哭的表情，老马又一次嘲讽起了空头。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/28c174715efd62412b02bb9533928a8b\" alt=\"\" title=\"\" tg-width=\"595\" tg-height=\"762\"/></p><p style=\"text-align: justify;\">在1月时，市场都觉得特斯拉即将跌破百元关口，特斯拉的高估值故事就此结束。然而，结果是马斯克又一次打脸了空头。</p><p style=\"text-align: justify;\">在过去半年的时间里，三件事令特斯拉王者归来。</p><p style=\"text-align: justify;\">首先，马斯克决定大幅度降价。在宣布全球平均售价降低10%的当日，特斯拉股价已经跌破百元关口，这也是特斯拉这轮下跌的最低点。市场对这个策略的效果深感怀疑，甚至担忧其对毛利率的冲击。</p><p style=\"text-align: justify;\">然而，事实证明，特斯拉成功经受住了市场的考验，销量和股价都成功触底反弹。</p><p style=\"text-align: justify;\">尤其是在今年美国IRA电动汽车补贴政策下，特斯拉降价后还能享受7500美元的税收减免，这让特斯拉在本就竞争压力不大的北美市场，更是无对手的存在。</p><p style=\"text-align: justify;\">而在中国市场，特斯拉降价后已经进入小鹏、问界等品牌的价格区间，迫使这些品牌也跟随降价。但降价并没有为他们带来销量上升，反而导致了营收和毛利的下滑。</p><p style=\"text-align: justify;\">销量提升清库存只是股价反弹的首个原因，但这也离不开特斯拉一直在对的道路上把事情做好。</p><p style=\"text-align: justify;\">在今年AI不断迭代之下，市场越来越相信AI技术的发展。特斯拉的头号粉丝木头姐认为，AI最大的机会在于软件，而特斯拉是最重要的AI概念股。木头姐又一次疯狂的预测，FSD将推动特斯拉股价在2027年升至2000元，约等于7万亿美元。</p><p style=\"text-align: justify;\">在近期特斯拉大涨后，马斯克的发言又活跃了起来。有推特用户问马斯克说，特斯拉会不会有一天超越<a href=\"https://laohu8.com/S/AAPL\">苹果</a>和沙特阿美的市值总和？而马斯克表示，在这之间还有很多工作要做，但这是可能的。目前，苹果和沙特阿美的市值总和近6万亿美元。</p><p style=\"text-align: justify;\">当然，马斯克这些话多了去了。但不可否认的是，当前市场越来越期待特斯拉的FSD故事，因为大家都知道软件端的利润远远高于单车销售利润。</p><p style=\"text-align: justify;\">年初，特斯拉由于没有新车型的推出而被市场诟病，竞争力下滑。然而，自从降价策略成功刺激市场需求后，特斯拉也在积极解决新车型的问题。</p><p style=\"text-align: justify;\">特斯拉计划在今年内投产重大改款的Model 3。而目前，Model 3在北美地区将不再使用<a href=\"https://laohu8.com/S/300750\">宁德时代</a>的电池，以便符合美国政府的IRA税收减免政策，加上美国大部分地区已有的补贴政策，价格更低了。</p><p style=\"text-align: justify;\">例如，在美国加州享受完所有补贴后，Model 3的售价可以降至25000美元，约合18万人民币，相比较在加州买一辆凯美瑞还要便宜一千美元，这对传统燃油车的冲击力是十分之大的。</p><p style=\"text-align: justify;\">而改款后的Model 3将于今年9月在上海工厂和德州工厂投产，预计23Q4可开始预定，预计24Q1可以开始交付。而新款车型的制造成本相比较现款Model 3降低近50%，这意味着定价可下调的空间更大了。</p><p style=\"text-align: justify;\">据Electrek报道称，特斯拉计划每年生产37.5万辆Cybertruck，这一数量远超华尔街预期，分析师此前预计2024年的产量不到10万辆，到2027年约24万辆。</p><p style=\"text-align: justify;\">马斯克在近期也表示，他认为Cybertruck每年大约可以生产25万辆至50万辆之间。特斯拉表示，预计今年三季度末时可以进行交付CyberTruck。</p><p style=\"text-align: justify;\">在6月9日时，白宫表示，提供特斯拉充电接口的电动汽车充电站只要同时也支持CCS接口，就有资格分享规模数十亿美元的美国联邦补贴。白宫的目标是推动数十万充电桩的部署，并认为这是推动电动汽车普及的不可缺少的一部分。</p><p style=\"text-align: justify;\">福特和<a href=\"https://laohu8.com/S/GM\">通用汽车</a>分别宣布，将采用特斯拉的充电标准，即北美充电标准NACS。这意味着美国政府希望通过补贴，让用CCS充电接口的汽车企业都转向特斯拉的NACS充电接口，因为整个北美的CCS充电桩加起来，都没有特斯拉一家使用的NACS充电桩多，特斯拉占北美快充桩的60%。</p><p style=\"text-align: justify;\">特斯拉能从福特和通用电动汽车车主那里获得额外收入，而充电网络的也将得到更充分的利用。</p><p style=\"text-align: justify;\"><strong>结语</strong></p><p style=\"text-align: justify;\">在过去半年时间里，特斯拉做了四件事助推了股价。</p><p style=\"text-align: justify;\">全球大降价刺激了市场需求，德州工厂的产能稳步上升，成本降低，全新改款的Model 3即将上市，CyberTruck的产能预期提高，还有将充电桩开放给通用和福特。在这些因素的共同作用下，特斯拉的股价在今年已经上涨超过一倍，领跑纳斯达克科技股。</p><p style=\"text-align: justify;\">有意思的是，在加息周期下，北美销售仍然强劲，若结束加息周期后，低价车型推出和FSD的进步，这将为特斯拉带来多大的贡献？</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>连涨12天，特斯拉发生了什么？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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*/\n.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连涨12天，特斯拉发生了什么？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1055767104\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/e72e80eef358bde27914deb6b2315953);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">丫丫港股圈 </p>\n<p class=\"h-time\">2023-06-13 19:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>自5月25日起，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股价连续12天上涨，从186元攀升至250元，涨幅达37%，市值再次突破8000亿美元，年内涨幅超过了100%。从年初的最低点101元算起，至今已经增长了超过126%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b5bd53967bb2080d6faf27c09eddf97f\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">年初时，由于电动汽车需求下滑，加上没有新车型的推出，特斯拉面临着竞争力下滑的问题。库存更是达到了自疫情以来的最高水平。然而，通过全球两轮降价，特斯拉有效解决了库存问题，股价也从底部反弹。</p><p style=\"text-align: justify;\">在今年1月7日，美国知名投资者Bill Miller表示，他近期一直在做空特斯拉，因为电动汽车行业竞争加剧。然而，在Bill Miller加仓做空特斯拉之后，特斯拉的全球降价策略迅速解决了库存问题，并使交付周期恢复正常，特斯拉的股价也从101元反弹至210元。</p><p style=\"text-align: justify;\">在特斯拉连续11天上涨后，一位记者在推特上转发了1月份Bill Miller对特斯拉的看空观点，表示自那次采访以来，特斯拉的涨幅超过了140%。对此，特斯拉CEO马斯克在下方评论了笑哭的表情，老马又一次嘲讽起了空头。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/28c174715efd62412b02bb9533928a8b\" alt=\"\" title=\"\" tg-width=\"595\" tg-height=\"762\"/></p><p style=\"text-align: justify;\">在1月时，市场都觉得特斯拉即将跌破百元关口，特斯拉的高估值故事就此结束。然而，结果是马斯克又一次打脸了空头。</p><p style=\"text-align: justify;\">在过去半年的时间里，三件事令特斯拉王者归来。</p><p style=\"text-align: justify;\">首先，马斯克决定大幅度降价。在宣布全球平均售价降低10%的当日，特斯拉股价已经跌破百元关口，这也是特斯拉这轮下跌的最低点。市场对这个策略的效果深感怀疑，甚至担忧其对毛利率的冲击。</p><p style=\"text-align: justify;\">然而，事实证明，特斯拉成功经受住了市场的考验，销量和股价都成功触底反弹。</p><p style=\"text-align: justify;\">尤其是在今年美国IRA电动汽车补贴政策下，特斯拉降价后还能享受7500美元的税收减免，这让特斯拉在本就竞争压力不大的北美市场，更是无对手的存在。</p><p style=\"text-align: justify;\">而在中国市场，特斯拉降价后已经进入小鹏、问界等品牌的价格区间，迫使这些品牌也跟随降价。但降价并没有为他们带来销量上升，反而导致了营收和毛利的下滑。</p><p style=\"text-align: justify;\">销量提升清库存只是股价反弹的首个原因，但这也离不开特斯拉一直在对的道路上把事情做好。</p><p style=\"text-align: justify;\">在今年AI不断迭代之下，市场越来越相信AI技术的发展。特斯拉的头号粉丝木头姐认为，AI最大的机会在于软件，而特斯拉是最重要的AI概念股。木头姐又一次疯狂的预测，FSD将推动特斯拉股价在2027年升至2000元，约等于7万亿美元。</p><p style=\"text-align: justify;\">在近期特斯拉大涨后，马斯克的发言又活跃了起来。有推特用户问马斯克说，特斯拉会不会有一天超越<a href=\"https://laohu8.com/S/AAPL\">苹果</a>和沙特阿美的市值总和？而马斯克表示，在这之间还有很多工作要做，但这是可能的。目前，苹果和沙特阿美的市值总和近6万亿美元。</p><p style=\"text-align: justify;\">当然，马斯克这些话多了去了。但不可否认的是，当前市场越来越期待特斯拉的FSD故事，因为大家都知道软件端的利润远远高于单车销售利润。</p><p style=\"text-align: justify;\">年初，特斯拉由于没有新车型的推出而被市场诟病，竞争力下滑。然而，自从降价策略成功刺激市场需求后，特斯拉也在积极解决新车型的问题。</p><p style=\"text-align: justify;\">特斯拉计划在今年内投产重大改款的Model 3。而目前，Model 3在北美地区将不再使用<a href=\"https://laohu8.com/S/300750\">宁德时代</a>的电池，以便符合美国政府的IRA税收减免政策，加上美国大部分地区已有的补贴政策，价格更低了。</p><p style=\"text-align: justify;\">例如，在美国加州享受完所有补贴后，Model 3的售价可以降至25000美元，约合18万人民币，相比较在加州买一辆凯美瑞还要便宜一千美元，这对传统燃油车的冲击力是十分之大的。</p><p style=\"text-align: justify;\">而改款后的Model 3将于今年9月在上海工厂和德州工厂投产，预计23Q4可开始预定，预计24Q1可以开始交付。而新款车型的制造成本相比较现款Model 3降低近50%，这意味着定价可下调的空间更大了。</p><p style=\"text-align: justify;\">据Electrek报道称，特斯拉计划每年生产37.5万辆Cybertruck，这一数量远超华尔街预期，分析师此前预计2024年的产量不到10万辆，到2027年约24万辆。</p><p style=\"text-align: justify;\">马斯克在近期也表示，他认为Cybertruck每年大约可以生产25万辆至50万辆之间。特斯拉表示，预计今年三季度末时可以进行交付CyberTruck。</p><p style=\"text-align: justify;\">在6月9日时，白宫表示，提供特斯拉充电接口的电动汽车充电站只要同时也支持CCS接口，就有资格分享规模数十亿美元的美国联邦补贴。白宫的目标是推动数十万充电桩的部署，并认为这是推动电动汽车普及的不可缺少的一部分。</p><p style=\"text-align: justify;\">福特和<a href=\"https://laohu8.com/S/GM\">通用汽车</a>分别宣布，将采用特斯拉的充电标准，即北美充电标准NACS。这意味着美国政府希望通过补贴，让用CCS充电接口的汽车企业都转向特斯拉的NACS充电接口，因为整个北美的CCS充电桩加起来，都没有特斯拉一家使用的NACS充电桩多，特斯拉占北美快充桩的60%。</p><p style=\"text-align: justify;\">特斯拉能从福特和通用电动汽车车主那里获得额外收入，而充电网络的也将得到更充分的利用。</p><p style=\"text-align: justify;\"><strong>结语</strong></p><p style=\"text-align: justify;\">在过去半年时间里，特斯拉做了四件事助推了股价。</p><p style=\"text-align: justify;\">全球大降价刺激了市场需求，德州工厂的产能稳步上升，成本降低，全新改款的Model 3即将上市，CyberTruck的产能预期提高，还有将充电桩开放给通用和福特。在这些因素的共同作用下，特斯拉的股价在今年已经上涨超过一倍，领跑纳斯达克科技股。</p><p style=\"text-align: justify;\">有意思的是，在加息周期下，北美销售仍然强劲，若结束加息周期后，低价车型推出和FSD的进步，这将为特斯拉带来多大的贡献？</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8541380317eba7ef07da7c529e879c07","relate_stocks":{"LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4585":"ETF&股票定投概念","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","TSLA":"特斯拉","BK4574":"无人驾驶","BK4551":"寇图资本持仓","LU0823414478.USD":"法巴经典能源转换基金","BK4581":"高盛持仓","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4099":"汽车制造商","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4511":"特斯拉概念","BK4548":"巴美列捷福持仓","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105646139","content_text":"自5月25日起，特斯拉股价连续12天上涨，从186元攀升至250元，涨幅达37%，市值再次突破8000亿美元，年内涨幅超过了100%。从年初的最低点101元算起，至今已经增长了超过126%。年初时，由于电动汽车需求下滑，加上没有新车型的推出，特斯拉面临着竞争力下滑的问题。库存更是达到了自疫情以来的最高水平。然而，通过全球两轮降价，特斯拉有效解决了库存问题，股价也从底部反弹。在今年1月7日，美国知名投资者Bill Miller表示，他近期一直在做空特斯拉，因为电动汽车行业竞争加剧。然而，在Bill Miller加仓做空特斯拉之后，特斯拉的全球降价策略迅速解决了库存问题，并使交付周期恢复正常，特斯拉的股价也从101元反弹至210元。在特斯拉连续11天上涨后，一位记者在推特上转发了1月份Bill Miller对特斯拉的看空观点，表示自那次采访以来，特斯拉的涨幅超过了140%。对此，特斯拉CEO马斯克在下方评论了笑哭的表情，老马又一次嘲讽起了空头。在1月时，市场都觉得特斯拉即将跌破百元关口，特斯拉的高估值故事就此结束。然而，结果是马斯克又一次打脸了空头。在过去半年的时间里，三件事令特斯拉王者归来。首先，马斯克决定大幅度降价。在宣布全球平均售价降低10%的当日，特斯拉股价已经跌破百元关口，这也是特斯拉这轮下跌的最低点。市场对这个策略的效果深感怀疑，甚至担忧其对毛利率的冲击。然而，事实证明，特斯拉成功经受住了市场的考验，销量和股价都成功触底反弹。尤其是在今年美国IRA电动汽车补贴政策下，特斯拉降价后还能享受7500美元的税收减免，这让特斯拉在本就竞争压力不大的北美市场，更是无对手的存在。而在中国市场，特斯拉降价后已经进入小鹏、问界等品牌的价格区间，迫使这些品牌也跟随降价。但降价并没有为他们带来销量上升，反而导致了营收和毛利的下滑。销量提升清库存只是股价反弹的首个原因，但这也离不开特斯拉一直在对的道路上把事情做好。在今年AI不断迭代之下，市场越来越相信AI技术的发展。特斯拉的头号粉丝木头姐认为，AI最大的机会在于软件，而特斯拉是最重要的AI概念股。木头姐又一次疯狂的预测，FSD将推动特斯拉股价在2027年升至2000元，约等于7万亿美元。在近期特斯拉大涨后，马斯克的发言又活跃了起来。有推特用户问马斯克说，特斯拉会不会有一天超越苹果和沙特阿美的市值总和？而马斯克表示，在这之间还有很多工作要做，但这是可能的。目前，苹果和沙特阿美的市值总和近6万亿美元。当然，马斯克这些话多了去了。但不可否认的是，当前市场越来越期待特斯拉的FSD故事，因为大家都知道软件端的利润远远高于单车销售利润。年初，特斯拉由于没有新车型的推出而被市场诟病，竞争力下滑。然而，自从降价策略成功刺激市场需求后，特斯拉也在积极解决新车型的问题。特斯拉计划在今年内投产重大改款的Model 3。而目前，Model 3在北美地区将不再使用宁德时代的电池，以便符合美国政府的IRA税收减免政策，加上美国大部分地区已有的补贴政策，价格更低了。例如，在美国加州享受完所有补贴后，Model 3的售价可以降至25000美元，约合18万人民币，相比较在加州买一辆凯美瑞还要便宜一千美元，这对传统燃油车的冲击力是十分之大的。而改款后的Model 3将于今年9月在上海工厂和德州工厂投产，预计23Q4可开始预定，预计24Q1可以开始交付。而新款车型的制造成本相比较现款Model 3降低近50%，这意味着定价可下调的空间更大了。据Electrek报道称，特斯拉计划每年生产37.5万辆Cybertruck，这一数量远超华尔街预期，分析师此前预计2024年的产量不到10万辆，到2027年约24万辆。马斯克在近期也表示，他认为Cybertruck每年大约可以生产25万辆至50万辆之间。特斯拉表示，预计今年三季度末时可以进行交付CyberTruck。在6月9日时，白宫表示，提供特斯拉充电接口的电动汽车充电站只要同时也支持CCS接口，就有资格分享规模数十亿美元的美国联邦补贴。白宫的目标是推动数十万充电桩的部署，并认为这是推动电动汽车普及的不可缺少的一部分。福特和通用汽车分别宣布，将采用特斯拉的充电标准，即北美充电标准NACS。这意味着美国政府希望通过补贴，让用CCS充电接口的汽车企业都转向特斯拉的NACS充电接口，因为整个北美的CCS充电桩加起来，都没有特斯拉一家使用的NACS充电桩多，特斯拉占北美快充桩的60%。特斯拉能从福特和通用电动汽车车主那里获得额外收入，而充电网络的也将得到更充分的利用。结语在过去半年时间里，特斯拉做了四件事助推了股价。全球大降价刺激了市场需求，德州工厂的产能稳步上升，成本降低，全新改款的Model 3即将上市，CyberTruck的产能预期提高，还有将充电桩开放给通用和福特。在这些因素的共同作用下，特斯拉的股价在今年已经上涨超过一倍，领跑纳斯达克科技股。有意思的是，在加息周期下，北美销售仍然强劲，若结束加息周期后，低价车型推出和FSD的进步，这将为特斯拉带来多大的贡献？","news_type":1},"isVote":1,"tweetType":1,"viewCount":1164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":182381114871896,"gmtCreate":1685535167877,"gmtModify":1685535294775,"author":{"id":"3567032447067177","authorId":"3567032447067177","name":"Tastemaker","avatar":"https://static.tigerbbs.com/cabde4fed202b2d61e86ef55c4c27b5e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567032447067177","authorIdStr":"3567032447067177"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$&nbsp;</a><v-v data-views=\"1\"></v-v> 正股拿了一年多，全部成本现在每股七十多，本来就是想在权证里面转一圈，顺一台SONY PS5出来的，结果一部DJI Mavic3 Pro掉里面了。偷鸡不成[流泪]&nbsp;","listText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$&nbsp;</a><v-v data-views=\"1\"></v-v> 正股拿了一年多，全部成本现在每股七十多，本来就是想在权证里面转一圈，顺一台SONY PS5出来的，结果一部DJI Mavic3 Pro掉里面了。偷鸡不成[流泪]&nbsp;","text":"$京东(JD)$ 正股拿了一年多，全部成本现在每股七十多，本来就是想在权证里面转一圈，顺一台SONY PS5出来的，结果一部DJI Mavic3 Pro掉里面了。偷鸡不成[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/182381114871896","isVote":1,"tweetType":1,"viewCount":3056,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":651506351,"gmtCreate":1681916958373,"gmtModify":1681916960341,"author":{"id":"3567032447067177","authorId":"3567032447067177","name":"Tastemaker","avatar":"https://static.tigerbbs.com/cabde4fed202b2d61e86ef55c4c27b5e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567032447067177","authorIdStr":"3567032447067177"},"themes":[],"htmlText":"你这个标题有问题，你知道还有多少人在用苹果前几代的手机吗？","listText":"你这个标题有问题，你知道还有多少人在用苹果前几代的手机吗？","text":"你这个标题有问题，你知道还有多少人在用苹果前几代的手机吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/651506351","repostId":"2328784770","repostType":2,"repost":{"id":"2328784770","kind":"highlight","pubTimestamp":1681914071,"share":"https://www.laohu8.com/m/news/2328784770?lang=&edition=full","pubTime":"2023-04-19 22:21","market":"us","language":"zh","title":"被三星超越，苹果痛失全球手机份额第一","url":"https://stock-news.laohu8.com/highlight/detail?id=2328784770","media":"华尔街见闻","summary":"全球智能手机出货量连续第五个季度收窄，仅有三星实现环比增长。受困于全球智能手机需求减弱，苹果一季度份额尽管实现了同比增长，但被三星反超。根据科技市场调查机构Canalys的最新报告，全球智能手机销量上","content":"<html><head></head><body><blockquote><strong>全球智能手机出货量连续第五个季度收窄，仅有三星实现环比增长。</strong></blockquote><p>受困于全球智能手机需求减弱，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>一季度份额尽管实现了同比增长，但被<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>反超。</p><p>根据科技市场调查机构Canalys的最新报告，全球智能手机销量上季度萎缩12%，为连续第五个季度收窄，只有三星实现了环比增长，以22%份额重回全球份额第一，苹果以21%居于第二。</p><p>具体而言，在2023年第一季度对其iPhone 14 Pro系列的强劲需求推动下，苹果占据21%的市场份额，高于去年同期的18%。小米以11%的市场份额保持第三位，OPPO和Vivo则分别占据了10%和8%的市场份额。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/366c14280c914e25686fb1d56b0b33cb\" title=\"\" tg-width=\"900\" tg-height=\"506\"/></p><p>三星领先的原因很可能是今年第一季度发布了新的旗舰Galaxy S23系列，但这一优势相比去年同期几乎“微不足道”。</p><p>去年一季度，三星发布Galaxy S22系列之后，份额领先苹果6个百分点。</p><p>该机构分析师Sanyam Chaurasia表示，<strong>今年一季度智能手机市场的下滑在整个行业的预期之内：</strong></p><blockquote><strong>宏观经济状况继续阻碍了供应商在几个市场的投资和运营。尽管供应商降价和大力促销，但消费者需求仍然低迷，特别是在低端市场，因为高通胀影响了消费者信心和支出。</strong> 此外，<strong>持续低迷的终端用户需求引发了整个供应链的大面积去库存化浪潮，渠道减少库存水平以保证运营。</strong>为了维持低水平的销售量，供应商继续使用谨慎的生产技术，这对零部件供应链的运营表现产生了长期的负面影响。</blockquote><p>不过，Canalys分析师Toby Zhu也指出，行业持续下降中也出现了一些缓和迹象：</p><blockquote><strong>对某些智能手机产品和价格段的需求有了改善。</strong>此外，一些智能手机供应商在生产计划和订购部件方面变得更加积极。</blockquote><p>Canalys预测，<strong>到2023年第二季度末，智能手机行业的库存，不论是渠道还是厂商，都能达到一个相对健康的水平。</strong>现在预测整体消费需求的恢复还为时尚早。然而，由于未来几个季度库存的减少，全球智能手机市场的销售量预计会有所改善。</p><p>此外，供应商在经过一轮波动后，更加注重创新，提高生产和渠道效率，从为数量和份额增长转向为质量增长。5G的普及和折叠屏手机也正在成为行业的新驱动力。</p></body></html>","source":"wallstreetcn_api","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\" 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.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被三星超越，苹果痛失全球手机份额第一\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-19 22:21 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3686938><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球智能手机出货量连续第五个季度收窄，仅有三星实现环比增长。受困于全球智能手机需求减弱，苹果一季度份额尽管实现了同比增长，但被三星反超。根据科技市场调查机构Canalys的最新报告，全球智能手机销量上季度萎缩12%，为连续第五个季度收窄，只有三星实现了环比增长，以22%份额重回全球份额第一，苹果以21%居于第二。具体而言，在2023年第一季度对其iPhone 14 Pro系列的强劲需求推动下，苹果...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3686938\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c79d9ba94a347164a5cd3ec1bac06488","relate_stocks":{"LU0238689110.USD":"贝莱德环球动力股票基金","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4566":"资本集团","BK4575":"芯片概念","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0080751232.USD":"富达环球多元动力基金A","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4559":"巴菲特持仓","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) 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Acc","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"https://wallstreetcn.com/articles/3686938","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2328784770","content_text":"全球智能手机出货量连续第五个季度收窄，仅有三星实现环比增长。受困于全球智能手机需求减弱，苹果一季度份额尽管实现了同比增长，但被三星反超。根据科技市场调查机构Canalys的最新报告，全球智能手机销量上季度萎缩12%，为连续第五个季度收窄，只有三星实现了环比增长，以22%份额重回全球份额第一，苹果以21%居于第二。具体而言，在2023年第一季度对其iPhone 14 Pro系列的强劲需求推动下，苹果占据21%的市场份额，高于去年同期的18%。小米以11%的市场份额保持第三位，OPPO和Vivo则分别占据了10%和8%的市场份额。三星领先的原因很可能是今年第一季度发布了新的旗舰Galaxy S23系列，但这一优势相比去年同期几乎“微不足道”。去年一季度，三星发布Galaxy S22系列之后，份额领先苹果6个百分点。该机构分析师Sanyam Chaurasia表示，今年一季度智能手机市场的下滑在整个行业的预期之内：宏观经济状况继续阻碍了供应商在几个市场的投资和运营。尽管供应商降价和大力促销，但消费者需求仍然低迷，特别是在低端市场，因为高通胀影响了消费者信心和支出。 此外，持续低迷的终端用户需求引发了整个供应链的大面积去库存化浪潮，渠道减少库存水平以保证运营。为了维持低水平的销售量，供应商继续使用谨慎的生产技术，这对零部件供应链的运营表现产生了长期的负面影响。不过，Canalys分析师Toby Zhu也指出，行业持续下降中也出现了一些缓和迹象：对某些智能手机产品和价格段的需求有了改善。此外，一些智能手机供应商在生产计划和订购部件方面变得更加积极。Canalys预测，到2023年第二季度末，智能手机行业的库存，不论是渠道还是厂商，都能达到一个相对健康的水平。现在预测整体消费需求的恢复还为时尚早。然而，由于未来几个季度库存的减少，全球智能手机市场的销售量预计会有所改善。此外，供应商在经过一轮波动后，更加注重创新，提高生产和渠道效率，从为数量和份额增长转向为质量增长。5G的普及和折叠屏手机也正在成为行业的新驱动力。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2141,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3520311914319676","authorId":"3520311914319676","name":"带老鼠","avatar":"https://static.tigerbbs.com/5efff083d92123a9144dd4ce6f0a5537","crmLevel":1,"crmLevelSwitch":0,"idStr":"3520311914319676","authorIdStr":"3520311914319676"},"content":"但是利润是计算现在的、以前卖的多跟现在有什么关系、这种思维告别股市吧.","text":"但是利润是计算现在的、以前卖的多跟现在有什么关系、这种思维告别股市吧.","html":"但是利润是计算现在的、以前卖的多跟现在有什么关系、这种思维告别股市吧."}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":650768896,"gmtCreate":1679508123015,"gmtModify":1679508126092,"author":{"id":"3567032447067177","authorId":"3567032447067177","name":"Tastemaker","avatar":"https://static.tigerbbs.com/cabde4fed202b2d61e86ef55c4c27b5e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567032447067177","authorIdStr":"3567032447067177"},"themes":[],"htmlText":"落地了","listText":"落地了","text":"落地了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/650768896","repostId":"1143226275","repostType":2,"repost":{"id":"1143226275","kind":"news","pubTimestamp":1679508028,"share":"https://www.laohu8.com/m/news/1143226275?lang=&edition=full","pubTime":"2023-03-23 02:00","market":"us","language":"zh","title":"美联储如期加息25个基点，决议声明暗示加息周期接近尾声","url":"https://stock-news.laohu8.com/highlight/detail?id=1143226275","media":"华尔街见闻","summary":"决议声明删除了“持续加息是适宜的”措辞，改为“一些额外的政策紧缩可能是适当的”，被市场解读为鸽派论调。“点阵图”仍维持今年底利率预期在5.1%不变，今年或只能再加息一次。声明称美国银行业健康、有韧性，","content":"<html><head></head><body><blockquote><b>决议声明删除了“持续加息是适宜的”措辞，改为“一些额外的政策紧缩可能是适当的”，被市场解读为鸽派论调。“点阵图”仍维持今年底利率预期在5.1%不变，今年或只能再加息一次。声明称美国银行业健康、有韧性，但诸多倒闭事件将拖累经济增长。</b></blockquote><p>3月22日周三，美联储如期加息25个基点，令基准的联邦基金利率升至4.75%-5%目标区间，为2007年底、即金融危机爆发前夕以来的最高水平。</p><p>这是美联储自去年3月以来连续第九次加息，也是连续第二次加息幅度放慢至25个基点。市场预计美国加息周期接近尾声，今年底之前或开启降息令利率降至4.25%-4.5%，以应对经济放缓。</p><p>备受关注的决议声明称，美国银行业健康、有韧性，但诸多倒闭事件将拖累经济增长。<b>有分析称，这份决议声明暗示加息周期接近尾声，</b>声明写到：</p><blockquote>“委员会将密切关注未来的信息并评估对货币政策的影响。委员会预计，一些额外的政策紧缩（some additional policy firming）可能是适当的，以便获得对足够限制经济增长的货币政策立场，使通胀随着时间的推移回到2%。”</blockquote><p>该措辞与之前的声明不同，之前的声明表明“持续加息（ongoing increases）是适宜的”。</p><p>在回应近期银行业危机时，声明提到：</p><blockquote>“美国银行体系健全且富有弹性，最近的事态发展可能导致家庭和企业的信贷条件收紧，并对经济活动、就业招聘和通胀造成压力。这些影响的程度是不确定的。委员会仍然高度关注通胀风险。 ”</blockquote><p>一同发布的美联储官员利率意见“点阵图”显示，其中位数预期是显示，2023年末的利率仍为5.1%，维持去年底的预期不变，2024年底料为4.3%：</p><blockquote>预计2023年年底的联邦基金利率为5.1%，12月份料为5.1%。</blockquote><blockquote>预计2024年年底的联邦基金利率为4.3%，12月份料为4.1%。</blockquote><blockquote>预计2025年年底的联邦基金利率为3.1%，12月份料3.1%。</blockquote><blockquote>预计长期联邦基金利率预期为2.5%，12月份料为2.5%。</blockquote><blockquote><b>有分析指出，这说明今年美联储仅有空间再加息一次。</b></blockquote><blockquote><img src=\"https://static.tigerbbs.com/111fab0d5436ee43c3c7b28950d9fe85\" tg-width=\"640\" tg-height=\"658\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></blockquote><p>在每季度发布的经济预测方面，美联储下调未来两年美国GDP预期：</p><blockquote>美联储下调美国2023年GDP增长预期至0.4%，去年12月料增0.5%。</blockquote><blockquote>下调美国2024年GDP增长预期至1.2%，去年12月料增1.6%。</blockquote><blockquote>上调美国2025年GDP增长预期1.9%，去年12月料增1.8%。</blockquote><blockquote>维持更长周期的美国GDP增幅预期在1.8%。</blockquote><p>同时，美联储进一步上调美国今年通胀率预期：</p><blockquote>美联储上调2023年PCE通胀预期至3.3%，12月份料为3.1%。</blockquote><blockquote>2024年PCE通胀预期2.5%，与12月份持平。</blockquote><blockquote>2025年PCE通胀预期2.1%，与12月份持平</blockquote><blockquote>维持更长周期的PCE通胀预期在2.0%不变。</blockquote><p>数据公布后，美股三大股指走高。<img src=\"https://static.tigerbbs.com/a947c5009c6cfab63e04a0e2564db35e\" tg-width=\"958\" tg-height=\"154\" referrerpolicy=\"no-referrer\"/></p></body></html>","source":"wallstreetcn_api","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 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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美联储如期加息25个基点，决议声明暗示加息周期接近尾声\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-23 02:00 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3684674><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>决议声明删除了“持续加息是适宜的”措辞，改为“一些额外的政策紧缩可能是适当的”，被市场解读为鸽派论调。“点阵图”仍维持今年底利率预期在5.1%不变，今年或只能再加息一次。声明称美国银行业健康、有韧性，但诸多倒闭事件将拖累经济增长。3月22日周三，美联储如期加息25个基点，令基准的联邦基金利率升至4.75%-5%目标区间，为2007年底、即金融危机爆发前夕以来的最高水平。这是美联储自去年3月以来连续...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3684674\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f09c44f289c2f0d40610768fe6661fab","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3684674","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143226275","content_text":"决议声明删除了“持续加息是适宜的”措辞，改为“一些额外的政策紧缩可能是适当的”，被市场解读为鸽派论调。“点阵图”仍维持今年底利率预期在5.1%不变，今年或只能再加息一次。声明称美国银行业健康、有韧性，但诸多倒闭事件将拖累经济增长。3月22日周三，美联储如期加息25个基点，令基准的联邦基金利率升至4.75%-5%目标区间，为2007年底、即金融危机爆发前夕以来的最高水平。这是美联储自去年3月以来连续第九次加息，也是连续第二次加息幅度放慢至25个基点。市场预计美国加息周期接近尾声，今年底之前或开启降息令利率降至4.25%-4.5%，以应对经济放缓。备受关注的决议声明称，美国银行业健康、有韧性，但诸多倒闭事件将拖累经济增长。有分析称，这份决议声明暗示加息周期接近尾声，声明写到：“委员会将密切关注未来的信息并评估对货币政策的影响。委员会预计，一些额外的政策紧缩（some additional policy firming）可能是适当的，以便获得对足够限制经济增长的货币政策立场，使通胀随着时间的推移回到2%。”该措辞与之前的声明不同，之前的声明表明“持续加息（ongoing increases）是适宜的”。在回应近期银行业危机时，声明提到：“美国银行体系健全且富有弹性，最近的事态发展可能导致家庭和企业的信贷条件收紧，并对经济活动、就业招聘和通胀造成压力。这些影响的程度是不确定的。委员会仍然高度关注通胀风险。 ”一同发布的美联储官员利率意见“点阵图”显示，其中位数预期是显示，2023年末的利率仍为5.1%，维持去年底的预期不变，2024年底料为4.3%：预计2023年年底的联邦基金利率为5.1%，12月份料为5.1%。预计2024年年底的联邦基金利率为4.3%，12月份料为4.1%。预计2025年年底的联邦基金利率为3.1%，12月份料3.1%。预计长期联邦基金利率预期为2.5%，12月份料为2.5%。有分析指出，这说明今年美联储仅有空间再加息一次。在每季度发布的经济预测方面，美联储下调未来两年美国GDP预期：美联储下调美国2023年GDP增长预期至0.4%，去年12月料增0.5%。下调美国2024年GDP增长预期至1.2%，去年12月料增1.6%。上调美国2025年GDP增长预期1.9%，去年12月料增1.8%。维持更长周期的美国GDP增幅预期在1.8%。同时，美联储进一步上调美国今年通胀率预期：美联储上调2023年PCE通胀预期至3.3%，12月份料为3.1%。2024年PCE通胀预期2.5%，与12月份持平。2025年PCE通胀预期2.1%，与12月份持平维持更长周期的PCE通胀预期在2.0%不变。数据公布后，美股三大股指走高。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":625451595,"gmtCreate":1676666253218,"gmtModify":1676666255341,"author":{"id":"3567032447067177","authorId":"3567032447067177","name":"Tastemaker","avatar":"https://static.tigerbbs.com/cabde4fed202b2d61e86ef55c4c27b5e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567032447067177","authorIdStr":"3567032447067177"},"themes":[],"htmlText":"<a 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PUT$","images":[{"img":"https://static.tigerbbs.com/c0e7fa54f08c39edda38a182ee8f74ed","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/625451595","isVote":1,"tweetType":1,"viewCount":604,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":622246407,"gmtCreate":1675686384209,"gmtModify":1675686385460,"author":{"id":"3567032447067177","authorId":"3567032447067177","name":"Tastemaker","avatar":"https://static.tigerbbs.com/cabde4fed202b2d61e86ef55c4c27b5e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567032447067177","authorIdStr":"3567032447067177"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a>在快跌倒0.25附近时，我把0.251的委托价格改到了0.211。现在无比遗憾","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a>在快跌倒0.25附近时，我把0.251的委托价格改到了0.211。现在无比遗憾","text":"$Faraday Future(FFIE)$ 在快跌倒0.25附近时，我把0.251的委托价格改到了0.211。现在无比遗憾","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/622246407","isVote":1,"tweetType":1,"viewCount":9179,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"49121301366644","authorId":"49121301366644","name":"波段小王子","avatar":"https://static.tigerbbs.com/7f62b752ca9790528e60fcba27f8e190","crmLevel":2,"crmLevelSwitch":0,"idStr":"49121301366644","authorIdStr":"49121301366644"},"content":"哈哈哈哈 放心快到0.21的时候你会改成0.18","text":"哈哈哈哈 放心快到0.21的时候你会改成0.18","html":"哈哈哈哈 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14:25","market":"us","language":"zh","title":"仅凭一款车，理想就想成为“苹果”？","url":"https://stock-news.laohu8.com/highlight/detail?id=1106461942","media":"华尔街见闻","summary":"理想ONE，一把双刃剑。","content":"<html><head></head><body><p>作者：柴旭晨</p><p>揣着一个苹果梦的理想汽车，冲进了造车新势力前列，2021年末排在第三。</p><p>2月26日，理想抢先发布了2021年财报，全年交付和营收再创新高。仅凭一款增程式电车理想ONE，这家公司就卖出了9万多辆，营收了270.1亿。</p><p>这是在汽车发展史上少见的情形。相较而言，别家都是有至少有三四款车，才能实现相近的销量。</p><p>理想CEO李想说，理想汽车的战略特点是专注，目前已完成了从 0 到 1 的验证。</p><p>但他并不能因此歇一口气。随着蔚来汽车赴港上市，国内造车新势力的资本布局已趋完善，进入白热化竞争，更何况还有许多二线公司虎视眈眈。</p><p><b>而仅有一款车的理想，手握一把双刃剑，成也是它，败也将是它。如果不能在这款车的基础上突破自己、扩展边界，理想不会有未来。</b></p><p>掉队对于任何新能源车企的掌舵人来说都是令人恐惧的，从猛增的研发支出看得出李想应对挑战的决心，他的目标是，争取在家庭用户市场份额达到20%以上。</p><p>苹果是李想的终极愿景，但现在，他离得还很远。</p><p><b>单“车”匹马</b></p><p>出身于汽车之家的李想，一直标榜自己是产品经理。在创业之初没有随大流，而是选择推出一款折衷的增程式电动车，在缓解续航焦虑的同时，还能享受部分新能源政策的福利。</p><p>细分定位的成功，是理想ONE大受欢迎的关键因素之一。<b>正是这款“台柱子”，撑起了理想造车新势力三强的地位，更是在2021年延续单车“Carry全场”的辉煌。</b></p><p>理想Q4财报展示了当季多个增长纪录。当季交付量为 35221 辆，在30万级别的SUV中，超越了汉兰达等老牌传统车企，成为6座SUV车型的标杆。</p><p>更引人注目的是，季度内增收又增利。当季车辆销售收入为 103.8 亿元，同比增加 155.7%，净利润录得 2.955 亿元，是理想上市以来第二次单季盈利。</p><p>2021全年，理想汽车共交付 90491 辆车，同期蔚来销量达到了91429辆，小鹏为98155辆；不过，蔚来在售车型有5 款，其中卖得最好的ES6销量41474台，小鹏在售车型有 3 款，销量最好的是P7，60569台。理想基本上是1款车单挑别家3、5款车型。</p><p>同时，理想实现营收270.1 亿元，其中车辆销售收入 261.3 亿元，占总营收97%。理想ONE的地位不言而喻。</p><p>就毛利率来看，理想属于第一梯队，仅次于特斯拉。以Q3季报来看，理想当季度的车辆毛利率为21.1%，蔚来为18%，小鹏为13.6%，特斯拉30.5%，其他大多数国内自主品牌的毛利甚至没有超过 10%。</p><p>这款车的成功，给公司带来了正现金流。财报显示，截至 2021 年 12 月 31 日，理想汽车现金总额达到了501.6 亿元。2021 年第四季度经营现金流量为 38.4 亿元，同比增长 110.7%；自由现金流为 16.2 亿元，同比增长 1.3%。</p><p><b>不过，理想2021年仍是亏损，年度净亏损 3.215 亿元，同比暴增111.9%。除了伴随销售水涨船高的营销等费用，公司表示，亏损另一个很大的原因是加大了研发投入。</b></p><p>根据财报，理想第四季度研发费用为 12.3 亿元，环比增加 38.4%；全年的研发费用更是达到了 32.9 亿，同比2020年增近 2 倍，占到全年营收的 12.18%，总毛利的 57.11%。</p><p><b>冰冷的数字背后是理想团队急切突破的心。</b></p><p>与蔚来的高端定位、小鹏强调自动驾驶不同，理想的定位是家庭用户。经济实惠又有所创新，吃透了用户痛点同时，靠着30万元的价位撬开了“奶爸车”这一市场，撑起了理想的千亿市值。</p><p>但李想深知，只靠理想ONE难以维持市场份额的长久提升。一成多营收、近六成毛利都投入研发，这是一向精打细算的李想，在“台柱子”的增长达到顶峰前的未雨绸缪，就连暂时的亏损都不在话下了。</p><p><b>成败之间</b></p><p>目前仅有一款车的理想，目标是苹果。</p><p>李想在本次Q4财报电话会上表示，十年后希望能做成苹果公司一样的水准。这是理想汽车的战略定力和核心。</p><p>但当下的理想，离目标还很远。已厮杀成红海的新能源汽车行业，理想ONE这个爆款的销量越是抢眼，李想就会越害怕这一优势的消逝。</p><p><b>这是一把双刃剑。理想ONE成就了当下的理想，却也是它最大的风险点，相当于“把鸡蛋放在了一个篮子里”。一旦这款车不再受欢迎，理想将卖无可卖。</b></p><p>理想的焦虑来自于，一方面公司的千亿市值，都是“台柱子”理想ONE扛；另一方面作为还要烧油的过渡性产品，增程式电动车还能卖多久？如果分心去做别的车型，会不会削弱理想ONE的存在感？</p><p>并且这款车的销量已经在下滑了。2月份的交付量从之前1月份的12268万台掉到8414台，打破了连续了3个月的销售破万记录。按照理想此前的预计，第一季度30,000至32,000台的交付量，意味着 3 月交付量必须在9000-11000台区间，压力不小。</p><p>苹果在库克继任后，靠近用户倾听需求，推出多种型号的iPhone，建立并完善了自己的生态，这也是苹果能成为万亿独角兽公司的原因。</p><p>理想也要扩展边界了。李想表示，在下一个从 1 到 10 的阶段，将会是增程式+纯电车两条腿走路。公司计划 2022Q2 发布第二款车型 X01，搭载下一代增程式技术。同时理想还在研究高压纯电动汽车技术，尽快切入纯电领域，2023年还会推出另外两款SUV。</p><p>另外，在不足的自动驾驶等方面，理想也开始加大投入。公司计划从 2022 年起，将所有新车型标配上自主研发的 L4 级自动驾驶兼容的必要硬件。</p><p>目前在 20 万以上的家庭用户市场里，理想仅占 2.5% 的市场份额。李想认为，当这一数字达到20%时，才算完成了从 1 到 10 的成长。</p><p>在研发、供应链方面的大手笔投入，让李想对于2022年抱以很大的期望。他今年定下的销量目标是 20 万辆，这是比去年翻一倍多的增长。<b>而理想ONE能否延续辉煌、x10能否顺利补位成为关键。</b></p><p>公司透露，常州基地和北京基地分别在扩建和建设，并有望在2023年以双班倒工作机制达到75万台产能。此外，在2022年底计划开设400家零售中心。</p><p>不过正在理想迈向下一台阶的关键时刻，公司CTO王凯却提出辞职。曾在一级供应商供职多年的他，是理想负责智能化的灵魂人物。</p><p>李想自己曾坦言，造车最难的问题不是钱，而是“人”。而王凯的出走，无疑是对理想人才梯队化的打击。</p><p>过去的几年里，理想靠着专注，做好一辆车理想ONE，实现了惊人的成绩，殊为不易。但它显然根基尚浅。</p><p>2022年将是颇具挑战性的一年。资本和资源仍在大量涌入新能源产业，更多重量级的选手正在出现，如华为、百度、小米、苹果等互联网产业资本，以及传统车企如大众、福特等也在深度布局电动车。</p><p>竞争对手的策略均是多点布局，全线出击，在各种细分市场卡位，比如蔚来已经推出下沉市场的ET5、对标宝马X5L的ES7，以及大众分拆保时捷上市等。仅有一款车的理想，也必须考虑更多了。</p><p><b>新车型能否顺利推出，产能和销量能否快速爬坡，决定了理想能否在造车新势力中站稳脚跟。在这个行业格局未定的当下，没有谁已经占据了绝对优势，蔚来、小鹏是如此，理想也不例外。</b></p><p>在公司IPO之前，李想曾说过：“我已操盘过百亿美元级公司，我希望再操盘一家千亿美元级公司。”他的目标是，到2025年，实现160万年销量，拿到20%以上的市场份额。</p><p>理想和李想，才刚刚开始。</p></body></html>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n仅凭一款车，理想就想成为“苹果”？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-03 14:25 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3653294><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：柴旭晨揣着一个苹果梦的理想汽车，冲进了造车新势力前列，2021年末排在第三。2月26日，理想抢先发布了2021年财报，全年交付和营收再创新高。仅凭一款增程式电车理想ONE，这家公司就卖出了9万多辆，营收了270.1亿。这是在汽车发展史上少见的情形。相较而言，别家都是有至少有三四款车，才能实现相近的销量。理想CEO李想说，理想汽车的战略特点是专注，目前已完成了从 0 到 1 的验证。但他并不能...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3653294\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2c0ab7d3f5d89bb403311ca0a8e68f8e","relate_stocks":{"LI":"理想汽车","02015":"理想汽车-W"},"source_url":"https://wallstreetcn.com/articles/3653294","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1106461942","content_text":"作者：柴旭晨揣着一个苹果梦的理想汽车，冲进了造车新势力前列，2021年末排在第三。2月26日，理想抢先发布了2021年财报，全年交付和营收再创新高。仅凭一款增程式电车理想ONE，这家公司就卖出了9万多辆，营收了270.1亿。这是在汽车发展史上少见的情形。相较而言，别家都是有至少有三四款车，才能实现相近的销量。理想CEO李想说，理想汽车的战略特点是专注，目前已完成了从 0 到 1 的验证。但他并不能因此歇一口气。随着蔚来汽车赴港上市，国内造车新势力的资本布局已趋完善，进入白热化竞争，更何况还有许多二线公司虎视眈眈。而仅有一款车的理想，手握一把双刃剑，成也是它，败也将是它。如果不能在这款车的基础上突破自己、扩展边界，理想不会有未来。掉队对于任何新能源车企的掌舵人来说都是令人恐惧的，从猛增的研发支出看得出李想应对挑战的决心，他的目标是，争取在家庭用户市场份额达到20%以上。苹果是李想的终极愿景，但现在，他离得还很远。单“车”匹马出身于汽车之家的李想，一直标榜自己是产品经理。在创业之初没有随大流，而是选择推出一款折衷的增程式电动车，在缓解续航焦虑的同时，还能享受部分新能源政策的福利。细分定位的成功，是理想ONE大受欢迎的关键因素之一。正是这款“台柱子”，撑起了理想造车新势力三强的地位，更是在2021年延续单车“Carry全场”的辉煌。理想Q4财报展示了当季多个增长纪录。当季交付量为 35221 辆，在30万级别的SUV中，超越了汉兰达等老牌传统车企，成为6座SUV车型的标杆。更引人注目的是，季度内增收又增利。当季车辆销售收入为 103.8 亿元，同比增加 155.7%，净利润录得 2.955 亿元，是理想上市以来第二次单季盈利。2021全年，理想汽车共交付 90491 辆车，同期蔚来销量达到了91429辆，小鹏为98155辆；不过，蔚来在售车型有5 款，其中卖得最好的ES6销量41474台，小鹏在售车型有 3 款，销量最好的是P7，60569台。理想基本上是1款车单挑别家3、5款车型。同时，理想实现营收270.1 亿元，其中车辆销售收入 261.3 亿元，占总营收97%。理想ONE的地位不言而喻。就毛利率来看，理想属于第一梯队，仅次于特斯拉。以Q3季报来看，理想当季度的车辆毛利率为21.1%，蔚来为18%，小鹏为13.6%，特斯拉30.5%，其他大多数国内自主品牌的毛利甚至没有超过 10%。这款车的成功，给公司带来了正现金流。财报显示，截至 2021 年 12 月 31 日，理想汽车现金总额达到了501.6 亿元。2021 年第四季度经营现金流量为 38.4 亿元，同比增长 110.7%；自由现金流为 16.2 亿元，同比增长 1.3%。不过，理想2021年仍是亏损，年度净亏损 3.215 亿元，同比暴增111.9%。除了伴随销售水涨船高的营销等费用，公司表示，亏损另一个很大的原因是加大了研发投入。根据财报，理想第四季度研发费用为 12.3 亿元，环比增加 38.4%；全年的研发费用更是达到了 32.9 亿，同比2020年增近 2 倍，占到全年营收的 12.18%，总毛利的 57.11%。冰冷的数字背后是理想团队急切突破的心。与蔚来的高端定位、小鹏强调自动驾驶不同，理想的定位是家庭用户。经济实惠又有所创新，吃透了用户痛点同时，靠着30万元的价位撬开了“奶爸车”这一市场，撑起了理想的千亿市值。但李想深知，只靠理想ONE难以维持市场份额的长久提升。一成多营收、近六成毛利都投入研发，这是一向精打细算的李想，在“台柱子”的增长达到顶峰前的未雨绸缪，就连暂时的亏损都不在话下了。成败之间目前仅有一款车的理想，目标是苹果。李想在本次Q4财报电话会上表示，十年后希望能做成苹果公司一样的水准。这是理想汽车的战略定力和核心。但当下的理想，离目标还很远。已厮杀成红海的新能源汽车行业，理想ONE这个爆款的销量越是抢眼，李想就会越害怕这一优势的消逝。这是一把双刃剑。理想ONE成就了当下的理想，却也是它最大的风险点，相当于“把鸡蛋放在了一个篮子里”。一旦这款车不再受欢迎，理想将卖无可卖。理想的焦虑来自于，一方面公司的千亿市值，都是“台柱子”理想ONE扛；另一方面作为还要烧油的过渡性产品，增程式电动车还能卖多久？如果分心去做别的车型，会不会削弱理想ONE的存在感？并且这款车的销量已经在下滑了。2月份的交付量从之前1月份的12268万台掉到8414台，打破了连续了3个月的销售破万记录。按照理想此前的预计，第一季度30,000至32,000台的交付量，意味着 3 月交付量必须在9000-11000台区间，压力不小。苹果在库克继任后，靠近用户倾听需求，推出多种型号的iPhone，建立并完善了自己的生态，这也是苹果能成为万亿独角兽公司的原因。理想也要扩展边界了。李想表示，在下一个从 1 到 10 的阶段，将会是增程式+纯电车两条腿走路。公司计划 2022Q2 发布第二款车型 X01，搭载下一代增程式技术。同时理想还在研究高压纯电动汽车技术，尽快切入纯电领域，2023年还会推出另外两款SUV。另外，在不足的自动驾驶等方面，理想也开始加大投入。公司计划从 2022 年起，将所有新车型标配上自主研发的 L4 级自动驾驶兼容的必要硬件。目前在 20 万以上的家庭用户市场里，理想仅占 2.5% 的市场份额。李想认为，当这一数字达到20%时，才算完成了从 1 到 10 的成长。在研发、供应链方面的大手笔投入，让李想对于2022年抱以很大的期望。他今年定下的销量目标是 20 万辆，这是比去年翻一倍多的增长。而理想ONE能否延续辉煌、x10能否顺利补位成为关键。公司透露，常州基地和北京基地分别在扩建和建设，并有望在2023年以双班倒工作机制达到75万台产能。此外，在2022年底计划开设400家零售中心。不过正在理想迈向下一台阶的关键时刻，公司CTO王凯却提出辞职。曾在一级供应商供职多年的他，是理想负责智能化的灵魂人物。李想自己曾坦言，造车最难的问题不是钱，而是“人”。而王凯的出走，无疑是对理想人才梯队化的打击。过去的几年里，理想靠着专注，做好一辆车理想ONE，实现了惊人的成绩，殊为不易。但它显然根基尚浅。2022年将是颇具挑战性的一年。资本和资源仍在大量涌入新能源产业，更多重量级的选手正在出现，如华为、百度、小米、苹果等互联网产业资本，以及传统车企如大众、福特等也在深度布局电动车。竞争对手的策略均是多点布局，全线出击，在各种细分市场卡位，比如蔚来已经推出下沉市场的ET5、对标宝马X5L的ES7，以及大众分拆保时捷上市等。仅有一款车的理想，也必须考虑更多了。新车型能否顺利推出，产能和销量能否快速爬坡，决定了理想能否在造车新势力中站稳脚跟。在这个行业格局未定的当下，没有谁已经占据了绝对优势，蔚来、小鹏是如此，理想也不例外。在公司IPO之前，李想曾说过：“我已操盘过百亿美元级公司，我希望再操盘一家千亿美元级公司。”他的目标是，到2025年，实现160万年销量，拿到20%以上的市场份额。理想和李想，才刚刚开始。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1713,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":820124264,"gmtCreate":1633360297490,"gmtModify":1633397968077,"author":{"id":"3567032447067177","authorId":"3567032447067177","name":"Tastemaker","avatar":"https://static.tigerbbs.com/cabde4fed202b2d61e86ef55c4c27b5e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567032447067177","authorIdStr":"3567032447067177"},"themes":[],"htmlText":"<a 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22:21","market":"us","language":"zh","title":"被三星超越，苹果痛失全球手机份额第一","url":"https://stock-news.laohu8.com/highlight/detail?id=2328784770","media":"华尔街见闻","summary":"全球智能手机出货量连续第五个季度收窄，仅有三星实现环比增长。受困于全球智能手机需求减弱，苹果一季度份额尽管实现了同比增长，但被三星反超。根据科技市场调查机构Canalys的最新报告，全球智能手机销量上","content":"<html><head></head><body><blockquote><strong>全球智能手机出货量连续第五个季度收窄，仅有三星实现环比增长。</strong></blockquote><p>受困于全球智能手机需求减弱，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>一季度份额尽管实现了同比增长，但被<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>反超。</p><p>根据科技市场调查机构Canalys的最新报告，全球智能手机销量上季度萎缩12%，为连续第五个季度收窄，只有三星实现了环比增长，以22%份额重回全球份额第一，苹果以21%居于第二。</p><p>具体而言，在2023年第一季度对其iPhone 14 Pro系列的强劲需求推动下，苹果占据21%的市场份额，高于去年同期的18%。小米以11%的市场份额保持第三位，OPPO和Vivo则分别占据了10%和8%的市场份额。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/366c14280c914e25686fb1d56b0b33cb\" title=\"\" tg-width=\"900\" tg-height=\"506\"/></p><p>三星领先的原因很可能是今年第一季度发布了新的旗舰Galaxy S23系列，但这一优势相比去年同期几乎“微不足道”。</p><p>去年一季度，三星发布Galaxy S22系列之后，份额领先苹果6个百分点。</p><p>该机构分析师Sanyam Chaurasia表示，<strong>今年一季度智能手机市场的下滑在整个行业的预期之内：</strong></p><blockquote><strong>宏观经济状况继续阻碍了供应商在几个市场的投资和运营。尽管供应商降价和大力促销，但消费者需求仍然低迷，特别是在低端市场，因为高通胀影响了消费者信心和支出。</strong> 此外，<strong>持续低迷的终端用户需求引发了整个供应链的大面积去库存化浪潮，渠道减少库存水平以保证运营。</strong>为了维持低水平的销售量，供应商继续使用谨慎的生产技术，这对零部件供应链的运营表现产生了长期的负面影响。</blockquote><p>不过，Canalys分析师Toby Zhu也指出，行业持续下降中也出现了一些缓和迹象：</p><blockquote><strong>对某些智能手机产品和价格段的需求有了改善。</strong>此外，一些智能手机供应商在生产计划和订购部件方面变得更加积极。</blockquote><p>Canalys预测，<strong>到2023年第二季度末，智能手机行业的库存，不论是渠道还是厂商，都能达到一个相对健康的水平。</strong>现在预测整体消费需求的恢复还为时尚早。然而，由于未来几个季度库存的减少，全球智能手机市场的销售量预计会有所改善。</p><p>此外，供应商在经过一轮波动后，更加注重创新，提高生产和渠道效率，从为数量和份额增长转向为质量增长。5G的普及和折叠屏手机也正在成为行业的新驱动力。</p></body></html>","source":"wallstreetcn_api","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\" 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href=https://wallstreetcn.com/articles/3686938><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球智能手机出货量连续第五个季度收窄，仅有三星实现环比增长。受困于全球智能手机需求减弱，苹果一季度份额尽管实现了同比增长，但被三星反超。根据科技市场调查机构Canalys的最新报告，全球智能手机销量上季度萎缩12%，为连续第五个季度收窄，只有三星实现了环比增长，以22%份额重回全球份额第一，苹果以21%居于第二。具体而言，在2023年第一季度对其iPhone 14 Pro系列的强劲需求推动下，苹果...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3686938\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c79d9ba94a347164a5cd3ec1bac06488","relate_stocks":{"LU0238689110.USD":"贝莱德环球动力股票基金","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4566":"资本集团","BK4575":"芯片概念","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0080751232.USD":"富达环球多元动力基金A","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4559":"巴菲特持仓","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) 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Acc","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"https://wallstreetcn.com/articles/3686938","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2328784770","content_text":"全球智能手机出货量连续第五个季度收窄，仅有三星实现环比增长。受困于全球智能手机需求减弱，苹果一季度份额尽管实现了同比增长，但被三星反超。根据科技市场调查机构Canalys的最新报告，全球智能手机销量上季度萎缩12%，为连续第五个季度收窄，只有三星实现了环比增长，以22%份额重回全球份额第一，苹果以21%居于第二。具体而言，在2023年第一季度对其iPhone 14 Pro系列的强劲需求推动下，苹果占据21%的市场份额，高于去年同期的18%。小米以11%的市场份额保持第三位，OPPO和Vivo则分别占据了10%和8%的市场份额。三星领先的原因很可能是今年第一季度发布了新的旗舰Galaxy S23系列，但这一优势相比去年同期几乎“微不足道”。去年一季度，三星发布Galaxy S22系列之后，份额领先苹果6个百分点。该机构分析师Sanyam Chaurasia表示，今年一季度智能手机市场的下滑在整个行业的预期之内：宏观经济状况继续阻碍了供应商在几个市场的投资和运营。尽管供应商降价和大力促销，但消费者需求仍然低迷，特别是在低端市场，因为高通胀影响了消费者信心和支出。 此外，持续低迷的终端用户需求引发了整个供应链的大面积去库存化浪潮，渠道减少库存水平以保证运营。为了维持低水平的销售量，供应商继续使用谨慎的生产技术，这对零部件供应链的运营表现产生了长期的负面影响。不过，Canalys分析师Toby Zhu也指出，行业持续下降中也出现了一些缓和迹象：对某些智能手机产品和价格段的需求有了改善。此外，一些智能手机供应商在生产计划和订购部件方面变得更加积极。Canalys预测，到2023年第二季度末，智能手机行业的库存，不论是渠道还是厂商，都能达到一个相对健康的水平。现在预测整体消费需求的恢复还为时尚早。然而，由于未来几个季度库存的减少，全球智能手机市场的销售量预计会有所改善。此外，供应商在经过一轮波动后，更加注重创新，提高生产和渠道效率，从为数量和份额增长转向为质量增长。5G的普及和折叠屏手机也正在成为行业的新驱动力。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2141,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3520311914319676","authorId":"3520311914319676","name":"带老鼠","avatar":"https://static.tigerbbs.com/5efff083d92123a9144dd4ce6f0a5537","crmLevel":1,"crmLevelSwitch":0,"idStr":"3520311914319676","authorIdStr":"3520311914319676"},"content":"但是利润是计算现在的、以前卖的多跟现在有什么关系、这种思维告别股市吧.","text":"但是利润是计算现在的、以前卖的多跟现在有什么关系、这种思维告别股市吧.","html":"但是利润是计算现在的、以前卖的多跟现在有什么关系、这种思维告别股市吧."}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":621998951,"gmtCreate":1671793634273,"gmtModify":1671793636649,"author":{"id":"3567032447067177","authorId":"3567032447067177","name":"Tastemaker","avatar":"https://static.tigerbbs.com/cabde4fed202b2d61e86ef55c4c27b5e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567032447067177","authorIdStr":"3567032447067177"},"themes":[],"htmlText":"<a 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