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交易你的计划,计划你的交易
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懂市长
2023-08-09
豪华品牌[笑哭]
理想电话会:四季度可实现月交付4万辆,明年有望成为第一豪车品牌
懂市长
2023-07-31
$Faraday Future(FFIE)$
此时吟诗一首:飞流直下三千尺,
懂市长
2023-07-17
$Faraday Future(FFIE)$
有没有人来空啊,快空啊😀🙏
懂市长
2022-07-26
$老虎证券(TIGR)$
成仙股了,没有交易量了都[捂脸]
懂市长
2022-07-22
新手赔钱指南与对应策略
不知不觉股龄竟然要两周年了!从靠运气赚钱,到赔钱,再到稳定赚钱(哈哈哈,谁知道将来呢)下面分享一下我的故事,对初入股市的你应该有些帮助,对赚钱感兴趣的话可以耐心看一下,相信会有收获的,祝你早日稳定盈利!入场契机以前从来没接触过股票的,都是听新闻说谁谁炒股跳楼了,谁谁欠账几千万自杀了,所以我也是被这种新闻吓得一直谈股色变。根本没有想过自己也会炒股。偶然的一次机会,跟女儿的同学的爸爸妈妈一起吃早餐,大哥经常讲美股股票,昨天涨了多少,今天又涨了多少。起初我也是听听,心理上没啥变化。但是耐不住每天早晨一起吃早餐(一个星级酒店的自助早餐团购还挺便宜的)大哥每天讲,而且大哥还翻倍了…所以有点试试的冲动,就这样,开始了我的股票之旅!我第一个交易的标的是开心汽车,嗯!很开心,我也给大哥大姐炫耀了,印象狠深刻,出生牛犊不怕虎嘛,直接就上,盘前交易了一波,盘中交易了一波,那天总共是赚了接近800美元!不愧是开心汽车!当然,这次的赚钱也是为以后的事故埋下了伏笔…从2020,8月份,我边靠运气交易边学习。我看了好几本书;林园炒股秘籍,日本蜡烛图技术,短线交易大师,威科夫操盘法量价分析,海龟交易法,股票大作手回忆录等等。我学了很多术语;各种指标,k线名称,k线组合,均线,macd,交易量,趋势等等等等我还在youtube关注了各种荐股,分析股票的博主,看了很多视频…毫不夸张的说一天都在学,都在看,吃饭时候也是!真是废寝忘食…奇怪的事情发生了,当我三个多月学成归来,我发现我运用我所学的知识开始买卖股票时,竟然开始亏钱了,以前靠运气赚来的一万多美金慢慢的开始往回还了!加之我刚学来三脚猫功夫还不熟练,很快这一万多美金就让我止损止损止损的就这样快止没了(因为买点不对,反复止损5%左右)赔钱最多的是亿邦国际,当时比特币概念股涨的凶残,我想着发财,心想这次我重仓出击,涨个一两倍我心心念念的特斯拉就买回来了!心理
新手赔钱指南与对应策略
懂市长
2022-06-23
youtube可以订阅加入个人会员节目的
推出“付费内容”,B站愚蠢到“令人窒息”?
懂市长
2022-05-31
$快手-W(01024)$
为啥成交量这么大
懂市长
2022-02-25
$小米集团-W(01810)$
筹码在没有交换以前,别想着有行情
懂市长
2021-12-20
$小米集团-W(01810)$
米哥还是下行通道,建仓后不如预期应果断执行交易计划,不能死扛。价值投资不是每个人都适合
懂市长
2021-11-24
$Faraday Future(FFIE)$
盘前大跌要?______
懂市长
2021-11-24
$Faraday Future(FFIE)$
发生了啥?倒闭了?
懂市长
2021-11-22
$Rivian Automotive, Inc.(RIVN)$
哈哈哈哈
懂市长
2021-11-16
$Rivian Automotive, Inc.(RIVN)$
多空交战激烈,今天放弃了,睡觉😴
懂市长
2021-11-16
$Rivian Automotive, Inc.(RIVN)$
这主力很伟大[龇牙]
懂市长
2021-11-16
$Rivian Automotive, Inc.(RIVN)$
树倒猢狲散
懂市长
2021-11-16
$Rivian Automotive, Inc.(RIVN)$
继续观望,还没开空单,还挺强
懂市长
2021-11-16
$Rivian Automotive, Inc.(RIVN)$
开盘看情况空[贱笑]
懂市长
2021-11-16
$Rivian Automotive, Inc.(RIVN)$
使劲涨,盘多涨点,我好开空
懂市长
2021-11-16
$Roundhill Ball Metaverse ETF(META)$
换手率好高,是向上呢还是向下呢,目前没信号
懂市长
2021-11-11
$小米集团-W(01810)$
米哥几乎止跌,要涨可能还得横一下,要得足够的耐心,米哥散户多,主力最不喜欢这种票
去老虎APP查看更多动态
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","listText":"豪华品牌[笑哭] ","text":"豪华品牌[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/207123973644392","repostId":"2358229453","repostType":2,"repost":{"id":"2358229453","pubTimestamp":1691521192,"share":"https://www.laohu8.com/m/news/2358229453?lang=&edition=full","pubTime":"2023-08-09 02:59","market":"us","language":"zh","title":"理想电话会:四季度可实现月交付4万辆,明年有望成为第一豪车品牌","url":"https://stock-news.laohu8.com/highlight/detail?id=2358229453","media":"华尔街见闻","summary":"在财报电话会上,理想CEO李想表示,三季度的销量指引,已经是目前产能的极限,预计四季度产能提升后月交付突破4万“没有任何问题”。此外,他还称,理想有信心挑战BBA在中国市场的销量,明年有望成为中国销量第一的豪华品牌。","content":"<html><head></head><body><blockquote>在财报电话会上,理想CEO李想表示,三季度的销量指引已经是目前产能的极限,预计四季度产能提升后月交付突破4万“没有任何问题”。此外,他还称,理想有信心挑战BBA在中国市场的销量,明年有望成为中国销量第一的<a href=\"https://laohu8.com/S/DLX\">豪华</a>品牌。</blockquote><p style=\"text-align: justify;\">北京时间8月8日下午,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>发布截至2023年6月30日的第二季度财报。</p><p style=\"text-align: justify;\">财报显示,本季理想实现营收286.5亿元,超出市场预期的272.1亿元,较上年同期的87.3亿元增长228.1%,较23Q1的187.9亿元增长52.5%。Q2实现净利润23.1亿元,为史上最佳盈利水平,上年同期为亏损6.41亿元。本季累计交付汽车86533辆,创下历史新高。</p><p style=\"text-align: justify;\">展望第三季度,理想预计,交付量将达到10-10.3万辆。</p><p style=\"text-align: justify;\">财报发布后,理想董事长兼CEO李想等高管出席了随后召开的电话会议,对财报进行了解读,并回答了分析师提问。李想表示,三季度的销量指引,已经是目前产能的极限,预计四季度产能提升后月交付突破4万“没有任何问题”。此外,他还称,理想有信心挑战BBA在中国市场的销量,明年有望成为中国销量第一的豪华品牌。</p><p style=\"text-align: justify;\"><strong>Q1:三季度交付指引为何无法突破瓶颈,仅在10万辆-10.3万辆(月均 3.33 万—3.43 万辆)</strong></p><p style=\"text-align: justify;\">A:目前常州有两条产线生产L7、L8和L9等车型,最大月产能为5万台,主要的瓶颈在于零部件供应。</p><p style=\"text-align: justify;\">对此,理想已于二季度制定了相关零部件的提升策略和规划,不过零件的产线和工装调试、验证还需要一段时间。此外,理想针对明后年的产能,也提前进行了规划与筹备。</p><p style=\"text-align: justify;\"><strong>Q2:自动驾驶技术进展如何?到什么时候消费者可以在买车的时候直接体验到自动驾驶?</strong></p><p style=\"text-align: justify;\">A:我们还会按照之前既定的计划分批进行开放,开放逻辑跟顺序很大程度上还是取决于当地理想汽车的保有量。量越多,行驶里程数越多,和自动驾驶相关的测试数据就会多,这个城市就有可能更早的开放出来。</p><p style=\"text-align: justify;\">另外,也会取决于在这个城市当中复杂路况的完成情况。我们现在已经开放了一些招募用户,随着这些招募用户的加入,我们开放的城市会逐渐增加,目前总体来开发和测试的进展顺利。</p><p style=\"text-align: justify;\">基于大模型全面落地<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>驾驶,我们有信心在明年能够把城市和高速NOA全部进行打通,全程开放。</p><p style=\"text-align: justify;\">目前研发和测试还是在进行。</p><p style=\"text-align: justify;\"><strong>Q3: 理想目前在大型家用30万以上的区间领先的,如果明年潜在的产品要投放在20-30万元的价格区间,会面临非常激烈的竞争,到时候会怎么去做产品的差异化、保持竞争力?</strong></p><p style=\"text-align: justify;\">A:我们对理想L6的产品力非常有信心的,相信L6会成为理想L系列里边单月销量最高的车型。最关键的一点其实还是坚持我们的竞争力,所以它一定是同价位家庭用户绝对首选的产品。</p><p style=\"text-align: justify;\"><strong>Q4:关于人工智能Mind GPT最新进展</strong></p><p style=\"text-align: justify;\">A: 关于我们在6月家庭科技日发布的自然认知大模型Mind GPT,从研发上来说,我们已经具备了全栈研发的资源和能力,从研发整个结构上来说是分为四个部分:数据、大模型训练、算法评估和安全,以及应用交付。</p><p style=\"text-align: justify;\">在大模型训练算法流程方面,我们和行业主流是一致的,包含模型训练等。为了确保Mind GPT知识的准确性和个性化的能力,我们还增加了搜索和推荐的资源与能力。</p><p style=\"text-align: justify;\">目前第一个版本我们采用了160亿个参数,基于自研模型,可以更好贴合我们的用户,提升对话式交互的效果。最终会形成一系列产品,可以让理想同学成为用户的家庭成员,也可以成为车辆的专家或者是因材施教的老师。</p><p style=\"text-align: justify;\">我们在9月会分享更加详细的Mind GPT的进展,目前已经启动了公司内部测试,测试通过之后会通过进行更大范围的测试。</p><p style=\"text-align: justify;\"><strong>Q5: MEGA车型的未来展望如何?目前可比的车型是极氪009,大约每月2000台,不知道MEGA是否也会有类似的销量?</strong></p><p style=\"text-align: justify;\">A:然后关于MEGA的销量目标,我们有信心MEGA成为价格50万以上销量第一的产品,不分能源形式,也不分车身形式。就跟我们今天看到L7和L8车型也已经在同等车型中取得了巨大的市场份额一样。</p><p style=\"text-align: justify;\">明年我们会发布四款新车,其中包括一款增程的SUV和三款纯电车型,这还不包含MEGA。具体的产品信息我们会通过发布会和大家沟通。</p><p style=\"text-align: justify;\"><strong>Q6: 关于毛利率,全年的指引还是在20%,那么对毛利率的负面影响有哪些?</strong></p><p style=\"text-align: justify;\">A:我们将持续不断地努力提高我们的毛利率到25%的水平。</p><p style=\"text-align: justify;\"><strong>Q7:理想汽车的城市NOA计划落地100座城市,有什么挑战?</strong></p><p style=\"text-align: justify;\">A:我们会分批来开放,并不在今年年底全部一下子开放,但是我们在100座城市落地NOA的计划没变。</p><p style=\"text-align: justify;\">相对于竞争对手,我们在算法方面是有优势的,一方面我们是通过创新的网络时时去感知复杂的道路的结构,然后通过网络识别。和竞争对手相比,我们最大的优势就在于我们拥有最大规模的智能驾驶车队,以及国内最多的训练的数据,这样一来,我们可以实现数据和算法的不断迭代,这是我们的绝对优势。</p><p style=\"text-align: justify;\"><strong>Q8: 门店已经开了超过300家,覆盖全国120个城市。未来在门店方面,有什么计划?门店为什么能快速扩张?未来的豪车,会下沉到什么程度?</strong></p><p style=\"text-align: justify;\">A:好的产品和好的自营销售渠道,是相辅相成的,缺一不可。在我们内部,我们对自己有比较高的要求,营业6个月以上的店面要实现每个店每个月平均完成100辆以上的订单量,所以我们既注意门店的效率,也不会过于关注短期的表现而忽视了长期对整个门店的建设和投资。</p><p style=\"text-align: justify;\">在明年和后年,我们会有多款车型推向市场。因此,我们还会开更多门店。目前开店的方式、逻辑,还有用户群其实没有什么特别的奥秘。因为像奔驰、宝马、奥迪这样的品牌,已经把应该到什么样级别的城市应该开多少家店,验证得非常清楚了。所以在这方面我们不需要另起炉灶,其实我们基本上就是遵循奔驰、宝马、奥迪的开店数量和开店逻辑,来实现我们销量的支撑。</p><p style=\"text-align: justify;\"><strong>Q9:现在5C的充电站已经有超过30个,有没有一个短期的目标,另外相关的资本开支有多少?</strong></p><p style=\"text-align: justify;\">A:2023年我们将完成超过300个,主要覆盖长三角、大湾区、京津冀和成渝四大经济带。在2025年将超过3000座,覆盖超过90%高速路里程和城市,我觉得我们会在保证健康运营和自由现金流的前提下,完成充电充电桩的布局,因为对我们的财务压力还是完全可以承受的。</p><p style=\"text-align: justify;\">我们的整个经营策略主要就是在高速上,这些都是自建自营的。在城市里我们会选择和代理商合作的模式来加速城市内部的布局。</p><p style=\"text-align: justify;\"><strong>Q10:研发投入占比大,未来由于自动驾驶等技术,是否会投入更多研发费用?</strong></p><p style=\"text-align: justify;\">A:我们会继续在这方面投入,只要我们认为有必要投入。</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\" content=\"telephone=no,email=no,address=no\" />\n<title>理想电话会:四季度可实现月交付4万辆,明年有望成为第一豪车品牌</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; 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n理想电话会:四季度可实现月交付4万辆,明年有望成为第一豪车品牌\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-09 02:59 北京时间 <a href=https://wallstreetcn.com/articles/3695082><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在财报电话会上,理想CEO李想表示,三季度的销量指引已经是目前产能的极限,预计四季度产能提升后月交付突破4万“没有任何问题”。此外,他还称,理想有信心挑战BBA在中国市场的销量,明年有望成为中国销量第一的豪华品牌。北京时间8月8日下午,理想汽车发布截至2023年6月30日的第二季度财报。财报显示,本季理想实现营收286.5亿元,超出市场预期的272.1亿元,较上年同期的87.3亿元增长228.1%...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3695082\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8cb1670f81de1673f33b389553ed42ed","relate_stocks":{"BK4087":"商业印刷","BK1539":"汽车股","LI":"理想汽车","BK1575":"同股不同权","02015":"理想汽车-W","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","LU1720050803.USD":"安联全方位中国股票基金","BK1119":"汽车制造商","BK1587":"次新股","DLX":"豪华","BK1588":"回港中概股"},"source_url":"https://wallstreetcn.com/articles/3695082","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2358229453","content_text":"在财报电话会上,理想CEO李想表示,三季度的销量指引已经是目前产能的极限,预计四季度产能提升后月交付突破4万“没有任何问题”。此外,他还称,理想有信心挑战BBA在中国市场的销量,明年有望成为中国销量第一的豪华品牌。北京时间8月8日下午,理想汽车发布截至2023年6月30日的第二季度财报。财报显示,本季理想实现营收286.5亿元,超出市场预期的272.1亿元,较上年同期的87.3亿元增长228.1%,较23Q1的187.9亿元增长52.5%。Q2实现净利润23.1亿元,为史上最佳盈利水平,上年同期为亏损6.41亿元。本季累计交付汽车86533辆,创下历史新高。展望第三季度,理想预计,交付量将达到10-10.3万辆。财报发布后,理想董事长兼CEO李想等高管出席了随后召开的电话会议,对财报进行了解读,并回答了分析师提问。李想表示,三季度的销量指引,已经是目前产能的极限,预计四季度产能提升后月交付突破4万“没有任何问题”。此外,他还称,理想有信心挑战BBA在中国市场的销量,明年有望成为中国销量第一的豪华品牌。Q1:三季度交付指引为何无法突破瓶颈,仅在10万辆-10.3万辆(月均 3.33 万—3.43 万辆)A:目前常州有两条产线生产L7、L8和L9等车型,最大月产能为5万台,主要的瓶颈在于零部件供应。对此,理想已于二季度制定了相关零部件的提升策略和规划,不过零件的产线和工装调试、验证还需要一段时间。此外,理想针对明后年的产能,也提前进行了规划与筹备。Q2:自动驾驶技术进展如何?到什么时候消费者可以在买车的时候直接体验到自动驾驶?A:我们还会按照之前既定的计划分批进行开放,开放逻辑跟顺序很大程度上还是取决于当地理想汽车的保有量。量越多,行驶里程数越多,和自动驾驶相关的测试数据就会多,这个城市就有可能更早的开放出来。另外,也会取决于在这个城市当中复杂路况的完成情况。我们现在已经开放了一些招募用户,随着这些招募用户的加入,我们开放的城市会逐渐增加,目前总体来开发和测试的进展顺利。基于大模型全面落地智能驾驶,我们有信心在明年能够把城市和高速NOA全部进行打通,全程开放。目前研发和测试还是在进行。Q3: 理想目前在大型家用30万以上的区间领先的,如果明年潜在的产品要投放在20-30万元的价格区间,会面临非常激烈的竞争,到时候会怎么去做产品的差异化、保持竞争力?A:我们对理想L6的产品力非常有信心的,相信L6会成为理想L系列里边单月销量最高的车型。最关键的一点其实还是坚持我们的竞争力,所以它一定是同价位家庭用户绝对首选的产品。Q4:关于人工智能Mind GPT最新进展A: 关于我们在6月家庭科技日发布的自然认知大模型Mind GPT,从研发上来说,我们已经具备了全栈研发的资源和能力,从研发整个结构上来说是分为四个部分:数据、大模型训练、算法评估和安全,以及应用交付。在大模型训练算法流程方面,我们和行业主流是一致的,包含模型训练等。为了确保Mind GPT知识的准确性和个性化的能力,我们还增加了搜索和推荐的资源与能力。目前第一个版本我们采用了160亿个参数,基于自研模型,可以更好贴合我们的用户,提升对话式交互的效果。最终会形成一系列产品,可以让理想同学成为用户的家庭成员,也可以成为车辆的专家或者是因材施教的老师。我们在9月会分享更加详细的Mind GPT的进展,目前已经启动了公司内部测试,测试通过之后会通过进行更大范围的测试。Q5: MEGA车型的未来展望如何?目前可比的车型是极氪009,大约每月2000台,不知道MEGA是否也会有类似的销量?A:然后关于MEGA的销量目标,我们有信心MEGA成为价格50万以上销量第一的产品,不分能源形式,也不分车身形式。就跟我们今天看到L7和L8车型也已经在同等车型中取得了巨大的市场份额一样。明年我们会发布四款新车,其中包括一款增程的SUV和三款纯电车型,这还不包含MEGA。具体的产品信息我们会通过发布会和大家沟通。Q6: 关于毛利率,全年的指引还是在20%,那么对毛利率的负面影响有哪些?A:我们将持续不断地努力提高我们的毛利率到25%的水平。Q7:理想汽车的城市NOA计划落地100座城市,有什么挑战?A:我们会分批来开放,并不在今年年底全部一下子开放,但是我们在100座城市落地NOA的计划没变。相对于竞争对手,我们在算法方面是有优势的,一方面我们是通过创新的网络时时去感知复杂的道路的结构,然后通过网络识别。和竞争对手相比,我们最大的优势就在于我们拥有最大规模的智能驾驶车队,以及国内最多的训练的数据,这样一来,我们可以实现数据和算法的不断迭代,这是我们的绝对优势。Q8: 门店已经开了超过300家,覆盖全国120个城市。未来在门店方面,有什么计划?门店为什么能快速扩张?未来的豪车,会下沉到什么程度?A:好的产品和好的自营销售渠道,是相辅相成的,缺一不可。在我们内部,我们对自己有比较高的要求,营业6个月以上的店面要实现每个店每个月平均完成100辆以上的订单量,所以我们既注意门店的效率,也不会过于关注短期的表现而忽视了长期对整个门店的建设和投资。在明年和后年,我们会有多款车型推向市场。因此,我们还会开更多门店。目前开店的方式、逻辑,还有用户群其实没有什么特别的奥秘。因为像奔驰、宝马、奥迪这样的品牌,已经把应该到什么样级别的城市应该开多少家店,验证得非常清楚了。所以在这方面我们不需要另起炉灶,其实我们基本上就是遵循奔驰、宝马、奥迪的开店数量和开店逻辑,来实现我们销量的支撑。Q9:现在5C的充电站已经有超过30个,有没有一个短期的目标,另外相关的资本开支有多少?A:2023年我们将完成超过300个,主要覆盖长三角、大湾区、京津冀和成渝四大经济带。在2025年将超过3000座,覆盖超过90%高速路里程和城市,我觉得我们会在保证健康运营和自由现金流的前提下,完成充电充电桩的布局,因为对我们的财务压力还是完全可以承受的。我们的整个经营策略主要就是在高速上,这些都是自建自营的。在城市里我们会选择和代理商合作的模式来加速城市内部的布局。Q10:研发投入占比大,未来由于自动驾驶等技术,是否会投入更多研发费用?A:我们会继续在这方面投入,只要我们认为有必要投入。","news_type":1},"isVote":1,"tweetType":1,"viewCount":4944,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":203866041241680,"gmtCreate":1690810155517,"gmtModify":1690810156780,"author":{"id":"3567718689854453","authorId":"3567718689854453","name":"懂市长","avatar":"https://static.tigerbbs.com/067fcc5195e4252fa7c2e906d36ad09b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567718689854453","authorIdStr":"3567718689854453"},"themes":[],"htmlText":"<a 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10:27","market":"hk","language":"zh","title":"推出“付费内容”,B站愚蠢到“令人窒息”?","url":"https://stock-news.laohu8.com/highlight/detail?id=1139837512","media":"互联网怪盗团","summary":"“单项内容付费”与“大会员订阅”显然是矛盾的。","content":"<html><head></head><body><p>作者:怪盗团团长裴培</p><p>B站刚刚推出的“付费内容”功能再次遭到了广大用户的一致咒骂,B站也因此相当罕见地重返了多个社交媒体的热搜。在我看来,这是一个愚蠢到令人窒息的选择。无论从商业层面、道义层面还是法务层面,这个模式都是完全站不住脚的。理由很简单:</p><p>在商业层面,迄今为止,全球没有任何一个视频平台能够成功地在PUGC上实现“单项付费”——YouTube做不到,TikTok做不到,爱优腾也做不到。请注意,B站的“付费内容”不是针对番剧、电影、纪录片这样的OGC(专业内容),而是针对UP主发布的自制内容。只有脑子进了水,或者进了浆糊的人,才会妄想用户会为了这种内容单独付费。或许B站管理层认为自己的平台比YouTube之流更强,可是包括我在内的绝大部分人恐怕不会这么认为。</p><p>在道义层面,“单项内容付费”与“大会员订阅”显然是矛盾的。附带说一句,作为B站多年老用户,我的大会员一直买到了2024年,所以我可以想象,数以千万计的大会员跟我一样,感觉受到了愚弄——为什么已经交了年费,却还要额外付费?爱优腾的“超前点播”已经让人诟病了,B站倒好,直接来了一个“订阅制与单项付费并存”。我从来没有见过如此无耻的设定,相信你也没有见过。</p><p>在法务层面,我们都知道,B站的许多PUGC是存在法律风险的:热门内容要么抄了YouTube,要么援引了热门影视剧,而且基本没有付费。如果这些PUGC是免费的,那么至少在法律上站得住脚;如果收费了,那就是另一个问题了。爱优腾已经对B站剪切版权影视内容感到不满了,如果B站居然要对这些剪切的内容收费,结果一定会导致在法律上的极端被动。那画面太美我不忍看。</p><p>如果B站管理层稍微研究过竞争对手,就会注意到:2020年初,微信公众号也推出了“付费图文”功能,在初期也确实产生过一批流水过百万的文章;可惜,在短短几个月内,这个功能就沦为鸡肋。根据我的了解,目前只有极少数公众号会以付费图文为一个重要的收入来源。用户厌恶付费图文远胜过厌恶广告或带货。B站的PUGC视频会是例外吗?凭什么?</p><p>尽管大量用户明确地表达了不满,尽管会伴随无穷无尽的法律风险,但B站还是坚持推出了“付费内容”功能。我认为,这意味着B站管理层已经对游戏、广告这两大商业化模式绝望。稍微熟悉游戏行业的人就应该知道,B站游戏自研已经彻底失败,而游戏发行能力每况愈下,今后只能作为一个次要的游戏联运平台而存在。至于广告业务,今年一季度B站的广告收入甚至低于去年三季度的水平,与去年二季度基本持平;在这个618档期,B站接到的品牌投放也没有什么增长。现在的B站就像一个晚期癌症患者,病急乱投医,明明知道江湖郎中开的方子靠不住,偏偏还得吃下去。</p><p>这就是所谓“求仁得仁又何怨”——B站曾经拥有一个发展游戏业务的绝佳窗口期,但是为了迎合资本市场的“去游戏化”诉求,白白错过了;B站的广告业务不是没有希望,但是为了迎合资本市场的用户增长诉求,它的社区氛围不断劣化,对广告主的吸引力日益降低。坦白说,我不相信一个充斥着"ZBJ, GLD"之类弹幕的平台,能够把广告业务做好。毕竟,广告主都没有受虐倾向,没有人愿意被视为ZBJ,在一个充斥着PXJ的环境里被GLD。</p><p>B站的付费内容功能是注定要失败的。资本市场注意到了这一点,因此B站股价应声而跌。我看不出来B站还有什么扭转乾坤的办法,因为一切办法它都尝试过了,不管用。除非经济有一个强劲的V型复苏,否则B站的商业化就是一局死棋。多年以后,当陈睿叔叔努力收拾一地鸡毛的时候,会想起2018年,他做出错误的“出圈”决定的那个夏天。在那一刻,命运早已注定,他输了。</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>推出“付费内容”,B站愚蠢到“令人窒息”?</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n推出“付费内容”,B站愚蠢到“令人窒息”?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1093891755\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/7a468bceacf4427aa893bbe927a9eb89);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">互联网怪盗团 </p>\n<p class=\"h-time\">2022-06-23 10:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>作者:怪盗团团长裴培</p><p>B站刚刚推出的“付费内容”功能再次遭到了广大用户的一致咒骂,B站也因此相当罕见地重返了多个社交媒体的热搜。在我看来,这是一个愚蠢到令人窒息的选择。无论从商业层面、道义层面还是法务层面,这个模式都是完全站不住脚的。理由很简单:</p><p>在商业层面,迄今为止,全球没有任何一个视频平台能够成功地在PUGC上实现“单项付费”——YouTube做不到,TikTok做不到,爱优腾也做不到。请注意,B站的“付费内容”不是针对番剧、电影、纪录片这样的OGC(专业内容),而是针对UP主发布的自制内容。只有脑子进了水,或者进了浆糊的人,才会妄想用户会为了这种内容单独付费。或许B站管理层认为自己的平台比YouTube之流更强,可是包括我在内的绝大部分人恐怕不会这么认为。</p><p>在道义层面,“单项内容付费”与“大会员订阅”显然是矛盾的。附带说一句,作为B站多年老用户,我的大会员一直买到了2024年,所以我可以想象,数以千万计的大会员跟我一样,感觉受到了愚弄——为什么已经交了年费,却还要额外付费?爱优腾的“超前点播”已经让人诟病了,B站倒好,直接来了一个“订阅制与单项付费并存”。我从来没有见过如此无耻的设定,相信你也没有见过。</p><p>在法务层面,我们都知道,B站的许多PUGC是存在法律风险的:热门内容要么抄了YouTube,要么援引了热门影视剧,而且基本没有付费。如果这些PUGC是免费的,那么至少在法律上站得住脚;如果收费了,那就是另一个问题了。爱优腾已经对B站剪切版权影视内容感到不满了,如果B站居然要对这些剪切的内容收费,结果一定会导致在法律上的极端被动。那画面太美我不忍看。</p><p>如果B站管理层稍微研究过竞争对手,就会注意到:2020年初,微信公众号也推出了“付费图文”功能,在初期也确实产生过一批流水过百万的文章;可惜,在短短几个月内,这个功能就沦为鸡肋。根据我的了解,目前只有极少数公众号会以付费图文为一个重要的收入来源。用户厌恶付费图文远胜过厌恶广告或带货。B站的PUGC视频会是例外吗?凭什么?</p><p>尽管大量用户明确地表达了不满,尽管会伴随无穷无尽的法律风险,但B站还是坚持推出了“付费内容”功能。我认为,这意味着B站管理层已经对游戏、广告这两大商业化模式绝望。稍微熟悉游戏行业的人就应该知道,B站游戏自研已经彻底失败,而游戏发行能力每况愈下,今后只能作为一个次要的游戏联运平台而存在。至于广告业务,今年一季度B站的广告收入甚至低于去年三季度的水平,与去年二季度基本持平;在这个618档期,B站接到的品牌投放也没有什么增长。现在的B站就像一个晚期癌症患者,病急乱投医,明明知道江湖郎中开的方子靠不住,偏偏还得吃下去。</p><p>这就是所谓“求仁得仁又何怨”——B站曾经拥有一个发展游戏业务的绝佳窗口期,但是为了迎合资本市场的“去游戏化”诉求,白白错过了;B站的广告业务不是没有希望,但是为了迎合资本市场的用户增长诉求,它的社区氛围不断劣化,对广告主的吸引力日益降低。坦白说,我不相信一个充斥着"ZBJ, GLD"之类弹幕的平台,能够把广告业务做好。毕竟,广告主都没有受虐倾向,没有人愿意被视为ZBJ,在一个充斥着PXJ的环境里被GLD。</p><p>B站的付费内容功能是注定要失败的。资本市场注意到了这一点,因此B站股价应声而跌。我看不出来B站还有什么扭转乾坤的办法,因为一切办法它都尝试过了,不管用。除非经济有一个强劲的V型复苏,否则B站的商业化就是一局死棋。多年以后,当陈睿叔叔努力收拾一地鸡毛的时候,会想起2018年,他做出错误的“出圈”决定的那个夏天。在那一刻,命运早已注定,他输了。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/175fbf5f75752267f2ac52ba7750f15a","relate_stocks":{"BILI":"哔哩哔哩","09626":"哔哩哔哩-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139837512","content_text":"作者:怪盗团团长裴培B站刚刚推出的“付费内容”功能再次遭到了广大用户的一致咒骂,B站也因此相当罕见地重返了多个社交媒体的热搜。在我看来,这是一个愚蠢到令人窒息的选择。无论从商业层面、道义层面还是法务层面,这个模式都是完全站不住脚的。理由很简单:在商业层面,迄今为止,全球没有任何一个视频平台能够成功地在PUGC上实现“单项付费”——YouTube做不到,TikTok做不到,爱优腾也做不到。请注意,B站的“付费内容”不是针对番剧、电影、纪录片这样的OGC(专业内容),而是针对UP主发布的自制内容。只有脑子进了水,或者进了浆糊的人,才会妄想用户会为了这种内容单独付费。或许B站管理层认为自己的平台比YouTube之流更强,可是包括我在内的绝大部分人恐怕不会这么认为。在道义层面,“单项内容付费”与“大会员订阅”显然是矛盾的。附带说一句,作为B站多年老用户,我的大会员一直买到了2024年,所以我可以想象,数以千万计的大会员跟我一样,感觉受到了愚弄——为什么已经交了年费,却还要额外付费?爱优腾的“超前点播”已经让人诟病了,B站倒好,直接来了一个“订阅制与单项付费并存”。我从来没有见过如此无耻的设定,相信你也没有见过。在法务层面,我们都知道,B站的许多PUGC是存在法律风险的:热门内容要么抄了YouTube,要么援引了热门影视剧,而且基本没有付费。如果这些PUGC是免费的,那么至少在法律上站得住脚;如果收费了,那就是另一个问题了。爱优腾已经对B站剪切版权影视内容感到不满了,如果B站居然要对这些剪切的内容收费,结果一定会导致在法律上的极端被动。那画面太美我不忍看。如果B站管理层稍微研究过竞争对手,就会注意到:2020年初,微信公众号也推出了“付费图文”功能,在初期也确实产生过一批流水过百万的文章;可惜,在短短几个月内,这个功能就沦为鸡肋。根据我的了解,目前只有极少数公众号会以付费图文为一个重要的收入来源。用户厌恶付费图文远胜过厌恶广告或带货。B站的PUGC视频会是例外吗?凭什么?尽管大量用户明确地表达了不满,尽管会伴随无穷无尽的法律风险,但B站还是坚持推出了“付费内容”功能。我认为,这意味着B站管理层已经对游戏、广告这两大商业化模式绝望。稍微熟悉游戏行业的人就应该知道,B站游戏自研已经彻底失败,而游戏发行能力每况愈下,今后只能作为一个次要的游戏联运平台而存在。至于广告业务,今年一季度B站的广告收入甚至低于去年三季度的水平,与去年二季度基本持平;在这个618档期,B站接到的品牌投放也没有什么增长。现在的B站就像一个晚期癌症患者,病急乱投医,明明知道江湖郎中开的方子靠不住,偏偏还得吃下去。这就是所谓“求仁得仁又何怨”——B站曾经拥有一个发展游戏业务的绝佳窗口期,但是为了迎合资本市场的“去游戏化”诉求,白白错过了;B站的广告业务不是没有希望,但是为了迎合资本市场的用户增长诉求,它的社区氛围不断劣化,对广告主的吸引力日益降低。坦白说,我不相信一个充斥着\"ZBJ, 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