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Jamiehuang
2023-06-15
$理想汽车(LI)$
清仓理想,加仓蔚来!下一场看多蔚来与小鹏,都快完成产品全矩阵的新旧交接了!理想钻空子结束的时间预期会越来越近了!国人爱慕虚荣,要大要电视冰箱来装B,与理想同质化的产品未来会越来越多!
Jamiehuang
03-19
$蔚来(NIO)$
又出啥事了? 涨的时候没份,跌第一名?
Jamiehuang
2023-06-15
$蔚来(NIO)$
清仓理想,加仓蔚来!下一场看多蔚来与小鹏,基本快完成产品全矩阵的新旧交接,马上出弯道入直道开始加速!理想钻空子结束的时间预期会越来越近了!国人爱慕虚荣,要大壳子要电视冰箱来装B,与理想同质化的产品未来会越来越多!
Jamiehuang
2022-06-20
伯克希尔.哈撒腾
套现超7亿港元!腾讯近乎“清仓式减持”新东方在线
Jamiehuang
2023-07-28
$蔚来(NIO)$
14.36 以下全是抛压,被套久了,拿不住
Jamiehuang
04-24
才哪到哪,参考其他股票,1/10-1/5斩才是合理位置,8块钱才合理
Jamiehuang
2023-12-18
7块钱出头已经买了好多,坐等20+
蔚来:CYVN将进行战略性股权投资,投入现金总额22亿美元
Jamiehuang
2023-08-01
股票还这么低,看看小盆友低位上来两倍了!
蔚来:7月交付新车20,462台,同比增长103.6%
Jamiehuang
2023-07-27
长期看,顺序依然是:蔚来,小鹏,理想//
@真心播投研
:作者:曾兴波蔚小理的创始人都有着丰富的互联网背景和人脉,对汽车行业都有着较深的积累和沉淀,也都有着成功的创业历史。三家公司几乎同时起步,同步上市,销量也在伯仲之间,但定位差别较大,值得对比分析。新能源市场空间巨大,我们预测2025年,乘用车市场销量将达到2500万辆,新能源车的市占率将超过60%(含PHEV和EREV),达到1500万辆。 蔚来定位高端豪华市场,最重视用户经营,期望打造从购车、用车到二手车的闭环;小鹏定位中高端市场,以探索未来出行为己任,打造最懂中国的智能车;理想定位高端豪华市场,以创造移动&幸福的家为理念,主打家庭用车。蔚来和小鹏的销售网点更多,理想稍微落后,但是理想的单店销售最为出色。国际化方面,蔚来和小鹏已领先一步进入欧洲市场,理想暂未出海。蔚来的“可充可换可升级”的补能体系最为完善。小鹏以自建超充和免费充电为特色,理想选择增程式路线,可油可电,在充电网络布局稍显落后。三者都在加大高压充电研发。蔚来和小鹏选择纯电动路线,理想是增程式电动和纯电动路线两条腿走路。蔚小理都坚持智能驾驶全栈自研,牢牢掌握智能时代(AI)的钥匙——数据和用户,三者基本处于同一水平,总体小鹏较为出色。生产模式上,蔚来坚持代工模式,但是深度参与并与江淮成立合资公司;小鹏从代工转向自建工厂;理想坚持自建工厂,把控质量和节奏。关键零部件都在加大研发。运营能力上,理想的毛利率最高,蔚来和小鹏次之,理想的费用控制最好,亏损最小,相对最为出色。二手车保值率上,小鹏比蔚来更为出色,理想汽车接近宝马X3,并相对领先蔚来。估值上以2021年收入来看,蔚小理的PS值分别为4.4/6.3/5.6,以未来第三年(2024年)预测
@真心播投研:蔚来小鹏理想——谁能笑到最后笑得最好?
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a> 又出啥事了? 涨的时候没份,跌第一名?","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a> 又出啥事了? 涨的时候没份,跌第一名?","text":"$蔚来(NIO)$ 又出啥事了? 涨的时候没份,跌第一名?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/286058072527120","isVote":1,"tweetType":1,"viewCount":2272,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3499079576956205","authorId":"3499079576956205","name":"yashekuangre","avatar":"https://static.tigerbbs.com/932113d86da547844e4cf52942f7cddd","crmLevel":1,"crmLevelSwitch":0},"content":"估计是销量都不行吧,理想由于mega不及预期,另外两家销量更加是没什么亮点,所以三家一起跌","text":"估计是销量都不行吧,理想由于mega不及预期,另外两家销量更加是没什么亮点,所以三家一起跌","html":"估计是销量都不行吧,理想由于mega不及预期,另外两家销量更加是没什么亮点,所以三家一起跌"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":253442759622848,"gmtCreate":1702893542783,"gmtModify":1702893544270,"author":{"id":"3568286636444403","authorId":"3568286636444403","name":"Jamiehuang","avatar":"https://static.tigerbbs.com/da231d0c90868931ae579e3bf2a846e9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"7块钱出头已经买了好多,坐等20+","listText":"7块钱出头已经买了好多,坐等20+","text":"7块钱出头已经买了好多,坐等20+","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/253442759622848","repostId":"1168874452","repostType":2,"repost":{"id":"1168874452","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1702892113,"share":"https://www.laohu8.com/m/news/1168874452?lang=&edition=full","pubTime":"2023-12-18 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tg-width=\"272\" tg-height=\"140\"/></p><p></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>蔚来:CYVN将进行战略性股权投资,投入现金总额22亿美元</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; 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8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n蔚来:CYVN将进行战略性股权投资,投入现金总额22亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2023-12-18 17:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>中东土豪再给蔚来“输血”22亿美元!</p><p style=\"text-align: justify;\">12月18日,蔚来在港交所发布公告称,与阿布扎比投资机构CYVN Holdings签订新一轮股份认购协议,CYVN Holdings将通过其附属公司CYVN Investments以现金形式向蔚来进行总计约22亿美元的战略投资。</p><p style=\"text-align: justify;\">根据股份认购协议,CYVN将以每股股份7.50美元的购买价认购2.94亿股公司新发行A类普通股。交易完成后,CYVN将实益持有蔚来已发行及发行在外股份总数的约20.1%。</p><p style=\"text-align: justify;\">据悉,此次投资完成后,蔚来和CYVN将继续在国际市场上开展战略和技术合作。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce474a4d75a9ef0d98cad46ee80c7128\" title=\"\" tg-width=\"837\" tg-height=\"746\"/></p><p>受此消息影响,蔚来美股盘前涨超6%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/770b5540ed6293e064a0c6422e217441\" title=\"\" tg-width=\"272\" tg-height=\"140\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1f36b37eb8e9efe8641c7be55a7da26d","relate_stocks":{"BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0052750758.USD":"富兰克林中国基金A Acc","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","NIO":"蔚来","BK6125":"汽车制造商","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","NIO.SI":"蔚来","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","BK4585":"ETF&股票定投概念","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK1588":"回港中概股","BK4509":"腾讯概念","BK4526":"热门中概股","BK4588":"碎股","09866":"蔚来-SW","BK1119":"汽车制造商","BK4574":"无人驾驶"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168874452","content_text":"中东土豪再给蔚来“输血”22亿美元!12月18日,蔚来在港交所发布公告称,与阿布扎比投资机构CYVN Holdings签订新一轮股份认购协议,CYVN Holdings将通过其附属公司CYVN Investments以现金形式向蔚来进行总计约22亿美元的战略投资。根据股份认购协议,CYVN将以每股股份7.50美元的购买价认购2.94亿股公司新发行A类普通股。交易完成后,CYVN将实益持有蔚来已发行及发行在外股份总数的约20.1%。据悉,此次投资完成后,蔚来和CYVN将继续在国际市场上开展战略和技术合作。受此消息影响,蔚来美股盘前涨超6%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":788,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":204227352707112,"gmtCreate":1690882502203,"gmtModify":1690882503845,"author":{"id":"3568286636444403","authorId":"3568286636444403","name":"Jamiehuang","avatar":"https://static.tigerbbs.com/da231d0c90868931ae579e3bf2a846e9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"股票还这么低,看看小盆友低位上来两倍了!","listText":"股票还这么低,看看小盆友低位上来两倍了!","text":"股票还这么低,看看小盆友低位上来两倍了!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/204227352707112","repostId":"1196554039","repostType":2,"repost":{"id":"1196554039","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1690881901,"share":"https://www.laohu8.com/m/news/1196554039?lang=&edition=full","pubTime":"2023-08-01 17:25","market":"hk","language":"zh","title":"蔚来:7月交付新车20,462台,同比增长103.6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1196554039","media":"老虎资讯综合","summary":"8月1日,$蔚来(NIO)$:7月交付新车20,462台,同比增长103.6%,环比增长91.1%,交付量创历史新高。","content":"<html><head></head><body><p>8月1日,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>:7月交付新车20,462台,同比增长103.6%,环比增长91.1%,交付量创历史新高。</p><p>7月,全新ES6交付超10,000台,蔚来首次单车型月交付破万;2023年1-7月,蔚来共交付新车75,023台。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac82a1838f2cb4a6a1ff74a16fa31e0e\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"2338\"/></p><p>蔚来美股盘前跌幅收窄,现跌1%,此前一度跌超3%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3d90eeb451bfbc591c5e2d1539d40b2f\" title=\"\" tg-width=\"858\" tg-height=\"833\"/></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>蔚来:7月交付新车20,462台,同比增长103.6%</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; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n蔚来:7月交付新车20,462台,同比增长103.6%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2023-08-01 17:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>8月1日,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>:7月交付新车20,462台,同比增长103.6%,环比增长91.1%,交付量创历史新高。</p><p>7月,全新ES6交付超10,000台,蔚来首次单车型月交付破万;2023年1-7月,蔚来共交付新车75,023台。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac82a1838f2cb4a6a1ff74a16fa31e0e\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"2338\"/></p><p>蔚来美股盘前跌幅收窄,现跌1%,此前一度跌超3%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3d90eeb451bfbc591c5e2d1539d40b2f\" title=\"\" tg-width=\"858\" tg-height=\"833\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3380231cb191ca9bea37a0c70765537d","relate_stocks":{"LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","BK4555":"新能源车","BK4509":"腾讯概念","BK1588":"回港中概股","BK4526":"热门中概股","BK1119":"汽车制造商","09866":"蔚来-SW","BK4588":"碎股","BK4574":"无人驾驶","NIO":"蔚来","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196554039","content_text":"8月1日,蔚来:7月交付新车20,462台,同比增长103.6%,环比增长91.1%,交付量创历史新高。7月,全新ES6交付超10,000台,蔚来首次单车型月交付破万;2023年1-7月,蔚来共交付新车75,023台。蔚来美股盘前跌幅收窄,现跌1%,此前一度跌超3%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":832,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":202866467180808,"gmtCreate":1690558103499,"gmtModify":1690558104629,"author":{"id":"3568286636444403","authorId":"3568286636444403","name":"Jamiehuang","avatar":"https://static.tigerbbs.com/da231d0c90868931ae579e3bf2a846e9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a>14.36 以下全是抛压,被套久了,拿不住","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a>14.36 以下全是抛压,被套久了,拿不住","text":"$蔚来(NIO)$ 14.36 以下全是抛压,被套久了,拿不住","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/202866467180808","isVote":1,"tweetType":1,"viewCount":1043,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":202483171545168,"gmtCreate":1690472817914,"gmtModify":1690473573010,"author":{"id":"3568286636444403","authorId":"3568286636444403","name":"Jamiehuang","avatar":"https://static.tigerbbs.com/da231d0c90868931ae579e3bf2a846e9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"长期看,顺序依然是:蔚来,小鹏,理想//<a href=\"https://laohu8.com/U/10000000000010653\">@真心播投研</a>:作者:曾兴波蔚小理的创始人都有着丰富的互联网背景和人脉,对汽车行业都有着较深的积累和沉淀,也都有着成功的创业历史。三家公司几乎同时起步,同步上市,销量也在伯仲之间,但定位差别较大,值得对比分析。新能源市场空间巨大,我们预测2025年,乘用车市场销量将达到2500万辆,新能源车的市占率将超过60%(含PHEV和EREV),达到1500万辆。 蔚来定位高端豪华市场,最重视用户经营,期望打造从购车、用车到二手车的闭环;小鹏定位中高端市场,以探索未来出行为己任,打造最懂中国的智能车;理想定位高端豪华市场,以创造移动&幸福的家为理念,主打家庭用车。蔚来和小鹏的销售网点更多,理想稍微落后,但是理想的单店销售最为出色。国际化方面,蔚来和小鹏已领先一步进入欧洲市场,理想暂未出海。蔚来的“可充可换可升级”的补能体系最为完善。小鹏以自建超充和免费充电为特色,理想选择增程式路线,可油可电,在充电网络布局稍显落后。三者都在加大高压充电研发。蔚来和小鹏选择纯电动路线,理想是增程式电动和纯电动路线两条腿走路。蔚小理都坚持智能驾驶全栈自研,牢牢掌握智能时代(AI)的钥匙——数据和用户,三者基本处于同一水平,总体小鹏较为出色。生产模式上,蔚来坚持代工模式,但是深度参与并与江淮成立合资公司;小鹏从代工转向自建工厂;理想坚持自建工厂,把控质量和节奏。关键零部件都在加大研发。运营能力上,理想的毛利率最高,蔚来和小鹏次之,理想的费用控制最好,亏损最小,相对最为出色。二手车保值率上,小鹏比蔚来更为出色,理想汽车接近宝马X3,并相对领先蔚来。估值上以2021年收入来看,蔚小理的PS值分别为4.4/6.3/5.6,以未来第三年(2024年)预测","listText":"长期看,顺序依然是:蔚来,小鹏,理想//<a href=\"https://laohu8.com/U/10000000000010653\">@真心播投研</a>:作者:曾兴波蔚小理的创始人都有着丰富的互联网背景和人脉,对汽车行业都有着较深的积累和沉淀,也都有着成功的创业历史。三家公司几乎同时起步,同步上市,销量也在伯仲之间,但定位差别较大,值得对比分析。新能源市场空间巨大,我们预测2025年,乘用车市场销量将达到2500万辆,新能源车的市占率将超过60%(含PHEV和EREV),达到1500万辆。 蔚来定位高端豪华市场,最重视用户经营,期望打造从购车、用车到二手车的闭环;小鹏定位中高端市场,以探索未来出行为己任,打造最懂中国的智能车;理想定位高端豪华市场,以创造移动&幸福的家为理念,主打家庭用车。蔚来和小鹏的销售网点更多,理想稍微落后,但是理想的单店销售最为出色。国际化方面,蔚来和小鹏已领先一步进入欧洲市场,理想暂未出海。蔚来的“可充可换可升级”的补能体系最为完善。小鹏以自建超充和免费充电为特色,理想选择增程式路线,可油可电,在充电网络布局稍显落后。三者都在加大高压充电研发。蔚来和小鹏选择纯电动路线,理想是增程式电动和纯电动路线两条腿走路。蔚小理都坚持智能驾驶全栈自研,牢牢掌握智能时代(AI)的钥匙——数据和用户,三者基本处于同一水平,总体小鹏较为出色。生产模式上,蔚来坚持代工模式,但是深度参与并与江淮成立合资公司;小鹏从代工转向自建工厂;理想坚持自建工厂,把控质量和节奏。关键零部件都在加大研发。运营能力上,理想的毛利率最高,蔚来和小鹏次之,理想的费用控制最好,亏损最小,相对最为出色。二手车保值率上,小鹏比蔚来更为出色,理想汽车接近宝马X3,并相对领先蔚来。估值上以2021年收入来看,蔚小理的PS值分别为4.4/6.3/5.6,以未来第三年(2024年)预测","text":"长期看,顺序依然是:蔚来,小鹏,理想//@真心播投研:作者:曾兴波蔚小理的创始人都有着丰富的互联网背景和人脉,对汽车行业都有着较深的积累和沉淀,也都有着成功的创业历史。三家公司几乎同时起步,同步上市,销量也在伯仲之间,但定位差别较大,值得对比分析。新能源市场空间巨大,我们预测2025年,乘用车市场销量将达到2500万辆,新能源车的市占率将超过60%(含PHEV和EREV),达到1500万辆。 蔚来定位高端豪华市场,最重视用户经营,期望打造从购车、用车到二手车的闭环;小鹏定位中高端市场,以探索未来出行为己任,打造最懂中国的智能车;理想定位高端豪华市场,以创造移动&幸福的家为理念,主打家庭用车。蔚来和小鹏的销售网点更多,理想稍微落后,但是理想的单店销售最为出色。国际化方面,蔚来和小鹏已领先一步进入欧洲市场,理想暂未出海。蔚来的“可充可换可升级”的补能体系最为完善。小鹏以自建超充和免费充电为特色,理想选择增程式路线,可油可电,在充电网络布局稍显落后。三者都在加大高压充电研发。蔚来和小鹏选择纯电动路线,理想是增程式电动和纯电动路线两条腿走路。蔚小理都坚持智能驾驶全栈自研,牢牢掌握智能时代(AI)的钥匙——数据和用户,三者基本处于同一水平,总体小鹏较为出色。生产模式上,蔚来坚持代工模式,但是深度参与并与江淮成立合资公司;小鹏从代工转向自建工厂;理想坚持自建工厂,把控质量和节奏。关键零部件都在加大研发。运营能力上,理想的毛利率最高,蔚来和小鹏次之,理想的费用控制最好,亏损最小,相对最为出色。二手车保值率上,小鹏比蔚来更为出色,理想汽车接近宝马X3,并相对领先蔚来。估值上以2021年收入来看,蔚小理的PS值分别为4.4/6.3/5.6,以未来第三年(2024年)预测","images":[{"img":"https://static.tigerbbs.com/75f03cd39b4a4b55a8b61ed2bb25aa22"},{"img":"https://static.tigerbbs.com/e95bdc98f8c3406d84cdf780f070743d"},{"img":"https://static.tigerbbs.com/ae7357b445944fbbb3f247b5f7d174aa"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/202483171545168","repostId":"202450278977744","repostType":1,"repost":{"id":202450278977744,"gmtCreate":1690442764459,"gmtModify":1690444050546,"author":{"id":"10000000000010653","authorId":"10000000000010653","name":"真心播投研","avatar":"https://static.tigerbbs.com/8ce9c558203b3e70bf51797695e440c5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"蔚来小鹏理想——谁能笑到最后笑得最好?","htmlText":"作者:曾兴波蔚小理的创始人都有着丰富的互联网背景和人脉,对汽车行业都有着较深的积累和沉淀,也都有着成功的创业历史。三家公司几乎同时起步,同步上市,销量也在伯仲之间,但定位差别较大,值得对比分析。新能源市场空间巨大,我们预测2025年,乘用车市场销量将达到2500万辆,新能源车的市占率将超过60%(含PHEV和EREV),达到1500万辆。 蔚来定位高端豪华市场,最重视用户经营,期望打造从购车、用车到二手车的闭环;小鹏定位中高端市场,以探索未来出行为己任,打造最懂中国的智能车;理想定位高端豪华市场,以创造移动&幸福的家为理念,主打家庭用车。蔚来和小鹏的销售网点更多,理想稍微落后,但是理想的单店销售最为出色。国际化方面,蔚来和小鹏已领先一步进入欧洲市场,理想暂未出海。蔚来的“可充可换可升级”的补能体系最为完善。小鹏以自建超充和免费充电为特色,理想选择增程式路线,可油可电,在充电网络布局稍显落后。三者都在加大高压充电研发。蔚来和小鹏选择纯电动路线,理想是增程式电动和纯电动路线两条腿走路。蔚小理都坚持智能驾驶全栈自研,牢牢掌握智能时代(AI)的钥匙——数据和用户,三者基本处于同一水平,总体小鹏较为出色。生产模式上,蔚来坚持代工模式,但是深度参与并与江淮成立合资公司;小鹏从代工转向自建工厂;理想坚持自建工厂,把控质量和节奏。关键零部件都在加大研发。运营能力上,理想的毛利率最高,蔚来和小鹏次之,理想的费用控制最好,亏损最小,相对最为出色。二手车保值率上,小鹏比蔚来更为出色,理想汽车接近宝马X3,并相对领先蔚来。估值上以2021年收入来看,蔚小理的PS值分别为4.4/6.3/5.6,以未来第三年(2024年)预测收入的PS值来看,蔚小理分别为0.85/1.01/0.75,三者基本处于同一水平。如果对照特斯拉未来第三年PS估值范围(1-2.6),蔚小理目前处于底部区域,股","listText":"作者:曾兴波蔚小理的创始人都有着丰富的互联网背景和人脉,对汽车行业都有着较深的积累和沉淀,也都有着成功的创业历史。三家公司几乎同时起步,同步上市,销量也在伯仲之间,但定位差别较大,值得对比分析。新能源市场空间巨大,我们预测2025年,乘用车市场销量将达到2500万辆,新能源车的市占率将超过60%(含PHEV和EREV),达到1500万辆。 蔚来定位高端豪华市场,最重视用户经营,期望打造从购车、用车到二手车的闭环;小鹏定位中高端市场,以探索未来出行为己任,打造最懂中国的智能车;理想定位高端豪华市场,以创造移动&幸福的家为理念,主打家庭用车。蔚来和小鹏的销售网点更多,理想稍微落后,但是理想的单店销售最为出色。国际化方面,蔚来和小鹏已领先一步进入欧洲市场,理想暂未出海。蔚来的“可充可换可升级”的补能体系最为完善。小鹏以自建超充和免费充电为特色,理想选择增程式路线,可油可电,在充电网络布局稍显落后。三者都在加大高压充电研发。蔚来和小鹏选择纯电动路线,理想是增程式电动和纯电动路线两条腿走路。蔚小理都坚持智能驾驶全栈自研,牢牢掌握智能时代(AI)的钥匙——数据和用户,三者基本处于同一水平,总体小鹏较为出色。生产模式上,蔚来坚持代工模式,但是深度参与并与江淮成立合资公司;小鹏从代工转向自建工厂;理想坚持自建工厂,把控质量和节奏。关键零部件都在加大研发。运营能力上,理想的毛利率最高,蔚来和小鹏次之,理想的费用控制最好,亏损最小,相对最为出色。二手车保值率上,小鹏比蔚来更为出色,理想汽车接近宝马X3,并相对领先蔚来。估值上以2021年收入来看,蔚小理的PS值分别为4.4/6.3/5.6,以未来第三年(2024年)预测收入的PS值来看,蔚小理分别为0.85/1.01/0.75,三者基本处于同一水平。如果对照特斯拉未来第三年PS估值范围(1-2.6),蔚小理目前处于底部区域,股","text":"作者:曾兴波蔚小理的创始人都有着丰富的互联网背景和人脉,对汽车行业都有着较深的积累和沉淀,也都有着成功的创业历史。三家公司几乎同时起步,同步上市,销量也在伯仲之间,但定位差别较大,值得对比分析。新能源市场空间巨大,我们预测2025年,乘用车市场销量将达到2500万辆,新能源车的市占率将超过60%(含PHEV和EREV),达到1500万辆。 蔚来定位高端豪华市场,最重视用户经营,期望打造从购车、用车到二手车的闭环;小鹏定位中高端市场,以探索未来出行为己任,打造最懂中国的智能车;理想定位高端豪华市场,以创造移动&幸福的家为理念,主打家庭用车。蔚来和小鹏的销售网点更多,理想稍微落后,但是理想的单店销售最为出色。国际化方面,蔚来和小鹏已领先一步进入欧洲市场,理想暂未出海。蔚来的“可充可换可升级”的补能体系最为完善。小鹏以自建超充和免费充电为特色,理想选择增程式路线,可油可电,在充电网络布局稍显落后。三者都在加大高压充电研发。蔚来和小鹏选择纯电动路线,理想是增程式电动和纯电动路线两条腿走路。蔚小理都坚持智能驾驶全栈自研,牢牢掌握智能时代(AI)的钥匙——数据和用户,三者基本处于同一水平,总体小鹏较为出色。生产模式上,蔚来坚持代工模式,但是深度参与并与江淮成立合资公司;小鹏从代工转向自建工厂;理想坚持自建工厂,把控质量和节奏。关键零部件都在加大研发。运营能力上,理想的毛利率最高,蔚来和小鹏次之,理想的费用控制最好,亏损最小,相对最为出色。二手车保值率上,小鹏比蔚来更为出色,理想汽车接近宝马X3,并相对领先蔚来。估值上以2021年收入来看,蔚小理的PS值分别为4.4/6.3/5.6,以未来第三年(2024年)预测收入的PS值来看,蔚小理分别为0.85/1.01/0.75,三者基本处于同一水平。如果对照特斯拉未来第三年PS估值范围(1-2.6),蔚小理目前处于底部区域,股","images":[{"img":"https://static.tigerbbs.com/29222ceafacd41ab9d0d64579cb0d077"},{"img":"https://static.tigerbbs.com/318fcb26fd6f4f39ae44dbf31edc0ad8"},{"img":"https://static.tigerbbs.com/ebc03cf3bd634aefadb5772d8fdce2ce"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/202450278977744","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":47,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":9440,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":47,"langContent":"CN","totalScore":0},{"id":187662378237976,"gmtCreate":1686842092838,"gmtModify":1686844300031,"author":{"id":"3568286636444403","authorId":"3568286636444403","name":"Jamiehuang","avatar":"https://static.tigerbbs.com/da231d0c90868931ae579e3bf2a846e9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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清仓理想,加仓蔚来!下一场看多蔚来与小鹏,基本快完成产品全矩阵的新旧交接,马上出弯道入直道开始加速!理想钻空子结束的时间预期会越来越近了!国人爱慕虚荣,要大壳子要电视冰箱来装B,与理想同质化的产品未来会越来越多!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/187662378237976","isVote":1,"tweetType":1,"viewCount":1048,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":187660086403120,"gmtCreate":1686841537706,"gmtModify":1686841664112,"author":{"id":"3568286636444403","authorId":"3568286636444403","name":"Jamiehuang","avatar":"https://static.tigerbbs.com/da231d0c90868931ae579e3bf2a846e9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$ </a>清仓理想,加仓蔚来!下一场看多蔚来与小鹏,都快完成产品全矩阵的新旧交接了!理想钻空子结束的时间预期会越来越近了!国人爱慕虚荣,要大要电视冰箱来装B,与理想同质化的产品未来会越来越多!","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$ </a>清仓理想,加仓蔚来!下一场看多蔚来与小鹏,都快完成产品全矩阵的新旧交接了!理想钻空子结束的时间预期会越来越近了!国人爱慕虚荣,要大要电视冰箱来装B,与理想同质化的产品未来会越来越多!","text":"$理想汽车(LI)$ 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清仓理想,加仓蔚来!下一场看多蔚来与小鹏,都快完成产品全矩阵的新旧交接了!理想钻空子结束的时间预期会越来越近了!国人爱慕虚荣,要大要电视冰箱来装B,与理想同质化的产品未来会越来越多!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":2,"link":"https://laohu8.com/post/187660086403120","isVote":1,"tweetType":1,"viewCount":1493,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3568267181990915","authorId":"3568267181990915","name":"moya","avatar":"https://static.tigerbbs.com/0f0b0b995244b05f398e75bdca8b0df8","crmLevel":2,"crmLevelSwitch":0},"content":"//@senorz:把钱花在刀背上厉害👍","text":"//@senorz:把钱花在刀背上厉害👍","html":"//@senorz:把钱花在刀背上厉害👍"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":286058072527120,"gmtCreate":1710856838585,"gmtModify":1710856840125,"author":{"id":"3568286636444403","authorId":"3568286636444403","name":"Jamiehuang","avatar":"https://static.tigerbbs.com/da231d0c90868931ae579e3bf2a846e9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a> 又出啥事了? 涨的时候没份,跌第一名?","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a> 又出啥事了? 涨的时候没份,跌第一名?","text":"$蔚来(NIO)$ 又出啥事了? 涨的时候没份,跌第一名?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/286058072527120","isVote":1,"tweetType":1,"viewCount":2272,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3499079576956205","authorId":"3499079576956205","name":"yashekuangre","avatar":"https://static.tigerbbs.com/932113d86da547844e4cf52942f7cddd","crmLevel":1,"crmLevelSwitch":0},"content":"估计是销量都不行吧,理想由于mega不及预期,另外两家销量更加是没什么亮点,所以三家一起跌","text":"估计是销量都不行吧,理想由于mega不及预期,另外两家销量更加是没什么亮点,所以三家一起跌","html":"估计是销量都不行吧,理想由于mega不及预期,另外两家销量更加是没什么亮点,所以三家一起跌"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":187662378237976,"gmtCreate":1686842092838,"gmtModify":1686844300031,"author":{"id":"3568286636444403","authorId":"3568286636444403","name":"Jamiehuang","avatar":"https://static.tigerbbs.com/da231d0c90868931ae579e3bf2a846e9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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清仓理想,加仓蔚来!下一场看多蔚来与小鹏,基本快完成产品全矩阵的新旧交接,马上出弯道入直道开始加速!理想钻空子结束的时间预期会越来越近了!国人爱慕虚荣,要大壳子要电视冰箱来装B,与理想同质化的产品未来会越来越多!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/187662378237976","isVote":1,"tweetType":1,"viewCount":1048,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":689518816,"gmtCreate":1655718331039,"gmtModify":1704862984360,"author":{"id":"3568286636444403","authorId":"3568286636444403","name":"Jamiehuang","avatar":"https://static.tigerbbs.com/da231d0c90868931ae579e3bf2a846e9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"伯克希尔.哈撒腾","listText":"伯克希尔.哈撒腾","text":"伯克希尔.哈撒腾","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/689518816","repostId":"1170989799","repostType":2,"repost":{"id":"1170989799","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1655716511,"share":"https://www.laohu8.com/m/news/1170989799?lang=&edition=full","pubTime":"2022-06-20 17:15","market":"other","language":"zh","title":"套现超7亿港元!腾讯近乎“清仓式减持”新东方在线","url":"https://stock-news.laohu8.com/highlight/detail?id=1170989799","media":"老虎资讯综合","summary":"6月20日,据港交所披露文件:腾讯控股在6月15-16日出售了新东方在线7460万股,减持后持股比例从9.04%降至1.58%。持股6年后腾讯清仓式减持,套现新东方在线7亿港元港交所最新股权披露文件显","content":"<html><head></head><body><p>6月20日,据港交所披露文件:<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>在6月15-16日出售了<a href=\"https://laohu8.com/S/01797\">新东方在线</a>7460万股,减持后持股比例从9.04%降至1.58%。<img src=\"https://static.tigerbbs.com/d6f1ebc851fa402542069fdcff2dae3e\" tg-width=\"1678\" tg-height=\"485\" referrerpolicy=\"no-referrer\"/></p><p><b>持股6年后腾讯清仓式减持,套现新东方在线7亿港元</b></p><p>港交所最新股权披露文件显示,腾讯控股(Tencent Holdings Limited)在6月15日出售新东方在线3561.25万股,平均价为9.6168港元/股,套现金额大概是3.42亿港元;其持股数量下降到5480.37万股,持股比例降至5.48%。</p><p>此后在6月16日,腾讯继续卖出了新东方在线3899.14万股,平均价为9.6755港元/股,套现大约3.77亿港元;由此其持股数量也降到了1581.22万股,持股比例降至1.58%。按照最新的股价来说,腾讯最新的持股市值为2.68亿港元。</p><p>两天合计算下来,腾讯总共减持了7460万股,套现了7.19亿港元,几乎是清仓式的减持,减持后持股比例从9.04%降至1.58%。</p><p><b>在本次减持之前,腾讯是新东方在线的第二大股东。</b>腾讯从2016年就战略入股了新东方在线,此后新东方在线于2019年3月登陆港交所。腾讯已经坚定持有该股6年多时间,即便是在新东方最困难的时候,股价一度跌至2.84港元/股的低位的时候,腾讯也一股都没有卖。</p><p>据了解,腾讯投资新东方在线的投资总金额大约是5087.72万美元,折合4亿港元,投资成本0.5627美元/股,大约4.42港元/股。<img src=\"https://static.tigerbbs.com/84247529a5b8313151b02cdacf5876f2\" tg-width=\"739\" tg-height=\"185\" referrerpolicy=\"no-referrer\"/>新东方在线在上市之后,一度也经历了风光时刻,股价在2020年7月一度涨至43.45港元/股的阶段高点,彼时作为股东的腾讯并没有卖掉持股,没有选择高位套现。</p><p><img src=\"https://static.tigerbbs.com/801f410ab5d6666298443842b1c557fe\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>而此后新东方在线震荡下跌,到今年5月股价曾经跌至2.84港元/股的阶段低位,也可以看出来腾讯一度浮亏到了36%,但也并没有任何动作。</p><p>今年6月新东方直播带货受到市场关注,股价开始飙涨,长期持股的腾讯终于开始减持了,如果按4亿港元的成本价算,此次腾讯减持套现7.19亿港元,收益大概翻了一倍左右。</p><p>业内人士认为,由此可见腾讯的投资和现在的减持,并不是投机的考虑。如今新东方有序退出教培行业,转型直播带货、知识带货,未来发展前景还是比较值得看好的。</p><p>在腾讯减持的同时,多家机构同样启动了减持新东方在线的动作。摩根士丹利、汇丰银行、摩根大通、花旗银行均在股价飙升期间进行大幅减持。</p><p>中信证券研报认为,新东方在线短期因业务出现拐点股价自底部上涨较多,存在回落风险;公司业务拐点初显,需要时间以证明稳定性。</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>套现超7亿港元!腾讯近乎“清仓式减持”新东方在线</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套现超7亿港元!腾讯近乎“清仓式减持”新东方在线\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-06-20 17:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>6月20日,据港交所披露文件:<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>在6月15-16日出售了<a href=\"https://laohu8.com/S/01797\">新东方在线</a>7460万股,减持后持股比例从9.04%降至1.58%。<img src=\"https://static.tigerbbs.com/d6f1ebc851fa402542069fdcff2dae3e\" tg-width=\"1678\" tg-height=\"485\" referrerpolicy=\"no-referrer\"/></p><p><b>持股6年后腾讯清仓式减持,套现新东方在线7亿港元</b></p><p>港交所最新股权披露文件显示,腾讯控股(Tencent Holdings Limited)在6月15日出售新东方在线3561.25万股,平均价为9.6168港元/股,套现金额大概是3.42亿港元;其持股数量下降到5480.37万股,持股比例降至5.48%。</p><p>此后在6月16日,腾讯继续卖出了新东方在线3899.14万股,平均价为9.6755港元/股,套现大约3.77亿港元;由此其持股数量也降到了1581.22万股,持股比例降至1.58%。按照最新的股价来说,腾讯最新的持股市值为2.68亿港元。</p><p>两天合计算下来,腾讯总共减持了7460万股,套现了7.19亿港元,几乎是清仓式的减持,减持后持股比例从9.04%降至1.58%。</p><p><b>在本次减持之前,腾讯是新东方在线的第二大股东。</b>腾讯从2016年就战略入股了新东方在线,此后新东方在线于2019年3月登陆港交所。腾讯已经坚定持有该股6年多时间,即便是在新东方最困难的时候,股价一度跌至2.84港元/股的低位的时候,腾讯也一股都没有卖。</p><p>据了解,腾讯投资新东方在线的投资总金额大约是5087.72万美元,折合4亿港元,投资成本0.5627美元/股,大约4.42港元/股。<img src=\"https://static.tigerbbs.com/84247529a5b8313151b02cdacf5876f2\" tg-width=\"739\" tg-height=\"185\" referrerpolicy=\"no-referrer\"/>新东方在线在上市之后,一度也经历了风光时刻,股价在2020年7月一度涨至43.45港元/股的阶段高点,彼时作为股东的腾讯并没有卖掉持股,没有选择高位套现。</p><p><img src=\"https://static.tigerbbs.com/801f410ab5d6666298443842b1c557fe\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>而此后新东方在线震荡下跌,到今年5月股价曾经跌至2.84港元/股的阶段低位,也可以看出来腾讯一度浮亏到了36%,但也并没有任何动作。</p><p>今年6月新东方直播带货受到市场关注,股价开始飙涨,长期持股的腾讯终于开始减持了,如果按4亿港元的成本价算,此次腾讯减持套现7.19亿港元,收益大概翻了一倍左右。</p><p>业内人士认为,由此可见腾讯的投资和现在的减持,并不是投机的考虑。如今新东方有序退出教培行业,转型直播带货、知识带货,未来发展前景还是比较值得看好的。</p><p>在腾讯减持的同时,多家机构同样启动了减持新东方在线的动作。摩根士丹利、汇丰银行、摩根大通、花旗银行均在股价飙升期间进行大幅减持。</p><p>中信证券研报认为,新东方在线短期因业务出现拐点股价自底部上涨较多,存在回落风险;公司业务拐点初显,需要时间以证明稳定性。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0449833ee4bd3e2db783cdd1924d9ddc","relate_stocks":{"BK4077":"互动媒体与服务","BK1556":"内地教育股","09901":"新东方-S","BK1521":"挪威政府全球养老基金持仓","BK1095":"互动媒体与服务","BK1228":"教育服务","BK1596":"K12教育","BK1591":"就地过年概念","00700":"腾讯控股","BK1519":"在线教育","BK1517":"云办公","BK1502":"双十一","BK1608":"元宇宙概念","TCEHY":"腾讯控股ADR","BK1531":"手游股","BK1516":"腾讯概念","BK1589":"北水核心资产","BK1588":"回港中概股","BK1526":"科网股","01797":"东方甄选"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170989799","content_text":"6月20日,据港交所披露文件:腾讯控股在6月15-16日出售了新东方在线7460万股,减持后持股比例从9.04%降至1.58%。持股6年后腾讯清仓式减持,套现新东方在线7亿港元港交所最新股权披露文件显示,腾讯控股(Tencent Holdings Limited)在6月15日出售新东方在线3561.25万股,平均价为9.6168港元/股,套现金额大概是3.42亿港元;其持股数量下降到5480.37万股,持股比例降至5.48%。此后在6月16日,腾讯继续卖出了新东方在线3899.14万股,平均价为9.6755港元/股,套现大约3.77亿港元;由此其持股数量也降到了1581.22万股,持股比例降至1.58%。按照最新的股价来说,腾讯最新的持股市值为2.68亿港元。两天合计算下来,腾讯总共减持了7460万股,套现了7.19亿港元,几乎是清仓式的减持,减持后持股比例从9.04%降至1.58%。在本次减持之前,腾讯是新东方在线的第二大股东。腾讯从2016年就战略入股了新东方在线,此后新东方在线于2019年3月登陆港交所。腾讯已经坚定持有该股6年多时间,即便是在新东方最困难的时候,股价一度跌至2.84港元/股的低位的时候,腾讯也一股都没有卖。据了解,腾讯投资新东方在线的投资总金额大约是5087.72万美元,折合4亿港元,投资成本0.5627美元/股,大约4.42港元/股。新东方在线在上市之后,一度也经历了风光时刻,股价在2020年7月一度涨至43.45港元/股的阶段高点,彼时作为股东的腾讯并没有卖掉持股,没有选择高位套现。而此后新东方在线震荡下跌,到今年5月股价曾经跌至2.84港元/股的阶段低位,也可以看出来腾讯一度浮亏到了36%,但也并没有任何动作。今年6月新东方直播带货受到市场关注,股价开始飙涨,长期持股的腾讯终于开始减持了,如果按4亿港元的成本价算,此次腾讯减持套现7.19亿港元,收益大概翻了一倍左右。业内人士认为,由此可见腾讯的投资和现在的减持,并不是投机的考虑。如今新东方有序退出教培行业,转型直播带货、知识带货,未来发展前景还是比较值得看好的。在腾讯减持的同时,多家机构同样启动了减持新东方在线的动作。摩根士丹利、汇丰银行、摩根大通、花旗银行均在股价飙升期间进行大幅减持。中信证券研报认为,新东方在线短期因业务出现拐点股价自底部上涨较多,存在回落风险;公司业务拐点初显,需要时间以证明稳定性。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1030,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":202866467180808,"gmtCreate":1690558103499,"gmtModify":1690558104629,"author":{"id":"3568286636444403","authorId":"3568286636444403","name":"Jamiehuang","avatar":"https://static.tigerbbs.com/da231d0c90868931ae579e3bf2a846e9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a>14.36 以下全是抛压,被套久了,拿不住","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a>14.36 以下全是抛压,被套久了,拿不住","text":"$蔚来(NIO)$ 14.36 以下全是抛压,被套久了,拿不住","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/202866467180808","isVote":1,"tweetType":1,"viewCount":1043,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298773341896872,"gmtCreate":1713971985902,"gmtModify":1713971987719,"author":{"id":"3568286636444403","authorId":"3568286636444403","name":"Jamiehuang","avatar":"https://static.tigerbbs.com/da231d0c90868931ae579e3bf2a846e9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"才哪到哪,参考其他股票,1/10-1/5斩才是合理位置,8块钱才合理","listText":"才哪到哪,参考其他股票,1/10-1/5斩才是合理位置,8块钱才合理","text":"才哪到哪,参考其他股票,1/10-1/5斩才是合理位置,8块钱才合理","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/298773341896872","isVote":1,"tweetType":1,"viewCount":533,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":253442759622848,"gmtCreate":1702893542783,"gmtModify":1702893544270,"author":{"id":"3568286636444403","authorId":"3568286636444403","name":"Jamiehuang","avatar":"https://static.tigerbbs.com/da231d0c90868931ae579e3bf2a846e9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"7块钱出头已经买了好多,坐等20+","listText":"7块钱出头已经买了好多,坐等20+","text":"7块钱出头已经买了好多,坐等20+","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/253442759622848","repostId":"1168874452","repostType":2,"repost":{"id":"1168874452","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1702892113,"share":"https://www.laohu8.com/m/news/1168874452?lang=&edition=full","pubTime":"2023-12-18 17:35","market":"us","language":"zh","title":"蔚来:CYVN将进行战略性股权投资,投入现金总额22亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1168874452","media":"老虎资讯综合","summary":"12月18日电,蔚来港交所公告,已与CYVN Holdings通过其联属公司CYVN 订立股份认购协议。根据股份认购协议,CYVN将投入现金总额22亿美元,以每股股份7.50美元的购买价认购2.94亿股公司新发行A类普通股。","content":"<html><head></head><body><p>中东土豪再给蔚来“输血”22亿美元!</p><p style=\"text-align: justify;\">12月18日,蔚来在港交所发布公告称,与阿布扎比投资机构CYVN Holdings签订新一轮股份认购协议,CYVN Holdings将通过其附属公司CYVN Investments以现金形式向蔚来进行总计约22亿美元的战略投资。</p><p style=\"text-align: justify;\">根据股份认购协议,CYVN将以每股股份7.50美元的购买价认购2.94亿股公司新发行A类普通股。交易完成后,CYVN将实益持有蔚来已发行及发行在外股份总数的约20.1%。</p><p style=\"text-align: justify;\">据悉,此次投资完成后,蔚来和CYVN将继续在国际市场上开展战略和技术合作。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce474a4d75a9ef0d98cad46ee80c7128\" title=\"\" tg-width=\"837\" tg-height=\"746\"/></p><p>受此消息影响,蔚来美股盘前涨超6%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/770b5540ed6293e064a0c6422e217441\" title=\"\" tg-width=\"272\" tg-height=\"140\"/></p><p></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>蔚来:CYVN将进行战略性股权投资,投入现金总额22亿美元</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; 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8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n蔚来:CYVN将进行战略性股权投资,投入现金总额22亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2023-12-18 17:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>中东土豪再给蔚来“输血”22亿美元!</p><p style=\"text-align: justify;\">12月18日,蔚来在港交所发布公告称,与阿布扎比投资机构CYVN Holdings签订新一轮股份认购协议,CYVN Holdings将通过其附属公司CYVN Investments以现金形式向蔚来进行总计约22亿美元的战略投资。</p><p style=\"text-align: justify;\">根据股份认购协议,CYVN将以每股股份7.50美元的购买价认购2.94亿股公司新发行A类普通股。交易完成后,CYVN将实益持有蔚来已发行及发行在外股份总数的约20.1%。</p><p style=\"text-align: justify;\">据悉,此次投资完成后,蔚来和CYVN将继续在国际市场上开展战略和技术合作。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce474a4d75a9ef0d98cad46ee80c7128\" title=\"\" tg-width=\"837\" tg-height=\"746\"/></p><p>受此消息影响,蔚来美股盘前涨超6%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/770b5540ed6293e064a0c6422e217441\" title=\"\" tg-width=\"272\" tg-height=\"140\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1f36b37eb8e9efe8641c7be55a7da26d","relate_stocks":{"BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0052750758.USD":"富兰克林中国基金A Acc","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","NIO":"蔚来","BK6125":"汽车制造商","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","NIO.SI":"蔚来","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","BK4585":"ETF&股票定投概念","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK1588":"回港中概股","BK4509":"腾讯概念","BK4526":"热门中概股","BK4588":"碎股","09866":"蔚来-SW","BK1119":"汽车制造商","BK4574":"无人驾驶"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168874452","content_text":"中东土豪再给蔚来“输血”22亿美元!12月18日,蔚来在港交所发布公告称,与阿布扎比投资机构CYVN Holdings签订新一轮股份认购协议,CYVN Holdings将通过其附属公司CYVN Investments以现金形式向蔚来进行总计约22亿美元的战略投资。根据股份认购协议,CYVN将以每股股份7.50美元的购买价认购2.94亿股公司新发行A类普通股。交易完成后,CYVN将实益持有蔚来已发行及发行在外股份总数的约20.1%。据悉,此次投资完成后,蔚来和CYVN将继续在国际市场上开展战略和技术合作。受此消息影响,蔚来美股盘前涨超6%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":788,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":204227352707112,"gmtCreate":1690882502203,"gmtModify":1690882503845,"author":{"id":"3568286636444403","authorId":"3568286636444403","name":"Jamiehuang","avatar":"https://static.tigerbbs.com/da231d0c90868931ae579e3bf2a846e9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"股票还这么低,看看小盆友低位上来两倍了!","listText":"股票还这么低,看看小盆友低位上来两倍了!","text":"股票还这么低,看看小盆友低位上来两倍了!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/204227352707112","repostId":"1196554039","repostType":2,"repost":{"id":"1196554039","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1690881901,"share":"https://www.laohu8.com/m/news/1196554039?lang=&edition=full","pubTime":"2023-08-01 17:25","market":"hk","language":"zh","title":"蔚来:7月交付新车20,462台,同比增长103.6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1196554039","media":"老虎资讯综合","summary":"8月1日,$蔚来(NIO)$:7月交付新车20,462台,同比增长103.6%,环比增长91.1%,交付量创历史新高。","content":"<html><head></head><body><p>8月1日,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>:7月交付新车20,462台,同比增长103.6%,环比增长91.1%,交付量创历史新高。</p><p>7月,全新ES6交付超10,000台,蔚来首次单车型月交付破万;2023年1-7月,蔚来共交付新车75,023台。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac82a1838f2cb4a6a1ff74a16fa31e0e\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"2338\"/></p><p>蔚来美股盘前跌幅收窄,现跌1%,此前一度跌超3%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3d90eeb451bfbc591c5e2d1539d40b2f\" title=\"\" tg-width=\"858\" tg-height=\"833\"/></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>蔚来:7月交付新车20,462台,同比增长103.6%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n蔚来:7月交付新车20,462台,同比增长103.6%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2023-08-01 17:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>8月1日,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>:7月交付新车20,462台,同比增长103.6%,环比增长91.1%,交付量创历史新高。</p><p>7月,全新ES6交付超10,000台,蔚来首次单车型月交付破万;2023年1-7月,蔚来共交付新车75,023台。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac82a1838f2cb4a6a1ff74a16fa31e0e\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"2338\"/></p><p>蔚来美股盘前跌幅收窄,现跌1%,此前一度跌超3%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3d90eeb451bfbc591c5e2d1539d40b2f\" title=\"\" tg-width=\"858\" tg-height=\"833\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3380231cb191ca9bea37a0c70765537d","relate_stocks":{"LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","BK4555":"新能源车","BK4509":"腾讯概念","BK1588":"回港中概股","BK4526":"热门中概股","BK1119":"汽车制造商","09866":"蔚来-SW","BK4588":"碎股","BK4574":"无人驾驶","NIO":"蔚来","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196554039","content_text":"8月1日,蔚来:7月交付新车20,462台,同比增长103.6%,环比增长91.1%,交付量创历史新高。7月,全新ES6交付超10,000台,蔚来首次单车型月交付破万;2023年1-7月,蔚来共交付新车75,023台。蔚来美股盘前跌幅收窄,现跌1%,此前一度跌超3%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":832,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":202483171545168,"gmtCreate":1690472817914,"gmtModify":1690473573010,"author":{"id":"3568286636444403","authorId":"3568286636444403","name":"Jamiehuang","avatar":"https://static.tigerbbs.com/da231d0c90868931ae579e3bf2a846e9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"长期看,顺序依然是:蔚来,小鹏,理想//<a href=\"https://laohu8.com/U/10000000000010653\">@真心播投研</a>:作者:曾兴波蔚小理的创始人都有着丰富的互联网背景和人脉,对汽车行业都有着较深的积累和沉淀,也都有着成功的创业历史。三家公司几乎同时起步,同步上市,销量也在伯仲之间,但定位差别较大,值得对比分析。新能源市场空间巨大,我们预测2025年,乘用车市场销量将达到2500万辆,新能源车的市占率将超过60%(含PHEV和EREV),达到1500万辆。 蔚来定位高端豪华市场,最重视用户经营,期望打造从购车、用车到二手车的闭环;小鹏定位中高端市场,以探索未来出行为己任,打造最懂中国的智能车;理想定位高端豪华市场,以创造移动&幸福的家为理念,主打家庭用车。蔚来和小鹏的销售网点更多,理想稍微落后,但是理想的单店销售最为出色。国际化方面,蔚来和小鹏已领先一步进入欧洲市场,理想暂未出海。蔚来的“可充可换可升级”的补能体系最为完善。小鹏以自建超充和免费充电为特色,理想选择增程式路线,可油可电,在充电网络布局稍显落后。三者都在加大高压充电研发。蔚来和小鹏选择纯电动路线,理想是增程式电动和纯电动路线两条腿走路。蔚小理都坚持智能驾驶全栈自研,牢牢掌握智能时代(AI)的钥匙——数据和用户,三者基本处于同一水平,总体小鹏较为出色。生产模式上,蔚来坚持代工模式,但是深度参与并与江淮成立合资公司;小鹏从代工转向自建工厂;理想坚持自建工厂,把控质量和节奏。关键零部件都在加大研发。运营能力上,理想的毛利率最高,蔚来和小鹏次之,理想的费用控制最好,亏损最小,相对最为出色。二手车保值率上,小鹏比蔚来更为出色,理想汽车接近宝马X3,并相对领先蔚来。估值上以2021年收入来看,蔚小理的PS值分别为4.4/6.3/5.6,以未来第三年(2024年)预测","listText":"长期看,顺序依然是:蔚来,小鹏,理想//<a href=\"https://laohu8.com/U/10000000000010653\">@真心播投研</a>:作者:曾兴波蔚小理的创始人都有着丰富的互联网背景和人脉,对汽车行业都有着较深的积累和沉淀,也都有着成功的创业历史。三家公司几乎同时起步,同步上市,销量也在伯仲之间,但定位差别较大,值得对比分析。新能源市场空间巨大,我们预测2025年,乘用车市场销量将达到2500万辆,新能源车的市占率将超过60%(含PHEV和EREV),达到1500万辆。 蔚来定位高端豪华市场,最重视用户经营,期望打造从购车、用车到二手车的闭环;小鹏定位中高端市场,以探索未来出行为己任,打造最懂中国的智能车;理想定位高端豪华市场,以创造移动&幸福的家为理念,主打家庭用车。蔚来和小鹏的销售网点更多,理想稍微落后,但是理想的单店销售最为出色。国际化方面,蔚来和小鹏已领先一步进入欧洲市场,理想暂未出海。蔚来的“可充可换可升级”的补能体系最为完善。小鹏以自建超充和免费充电为特色,理想选择增程式路线,可油可电,在充电网络布局稍显落后。三者都在加大高压充电研发。蔚来和小鹏选择纯电动路线,理想是增程式电动和纯电动路线两条腿走路。蔚小理都坚持智能驾驶全栈自研,牢牢掌握智能时代(AI)的钥匙——数据和用户,三者基本处于同一水平,总体小鹏较为出色。生产模式上,蔚来坚持代工模式,但是深度参与并与江淮成立合资公司;小鹏从代工转向自建工厂;理想坚持自建工厂,把控质量和节奏。关键零部件都在加大研发。运营能力上,理想的毛利率最高,蔚来和小鹏次之,理想的费用控制最好,亏损最小,相对最为出色。二手车保值率上,小鹏比蔚来更为出色,理想汽车接近宝马X3,并相对领先蔚来。估值上以2021年收入来看,蔚小理的PS值分别为4.4/6.3/5.6,以未来第三年(2024年)预测","text":"长期看,顺序依然是:蔚来,小鹏,理想//@真心播投研:作者:曾兴波蔚小理的创始人都有着丰富的互联网背景和人脉,对汽车行业都有着较深的积累和沉淀,也都有着成功的创业历史。三家公司几乎同时起步,同步上市,销量也在伯仲之间,但定位差别较大,值得对比分析。新能源市场空间巨大,我们预测2025年,乘用车市场销量将达到2500万辆,新能源车的市占率将超过60%(含PHEV和EREV),达到1500万辆。 蔚来定位高端豪华市场,最重视用户经营,期望打造从购车、用车到二手车的闭环;小鹏定位中高端市场,以探索未来出行为己任,打造最懂中国的智能车;理想定位高端豪华市场,以创造移动&幸福的家为理念,主打家庭用车。蔚来和小鹏的销售网点更多,理想稍微落后,但是理想的单店销售最为出色。国际化方面,蔚来和小鹏已领先一步进入欧洲市场,理想暂未出海。蔚来的“可充可换可升级”的补能体系最为完善。小鹏以自建超充和免费充电为特色,理想选择增程式路线,可油可电,在充电网络布局稍显落后。三者都在加大高压充电研发。蔚来和小鹏选择纯电动路线,理想是增程式电动和纯电动路线两条腿走路。蔚小理都坚持智能驾驶全栈自研,牢牢掌握智能时代(AI)的钥匙——数据和用户,三者基本处于同一水平,总体小鹏较为出色。生产模式上,蔚来坚持代工模式,但是深度参与并与江淮成立合资公司;小鹏从代工转向自建工厂;理想坚持自建工厂,把控质量和节奏。关键零部件都在加大研发。运营能力上,理想的毛利率最高,蔚来和小鹏次之,理想的费用控制最好,亏损最小,相对最为出色。二手车保值率上,小鹏比蔚来更为出色,理想汽车接近宝马X3,并相对领先蔚来。估值上以2021年收入来看,蔚小理的PS值分别为4.4/6.3/5.6,以未来第三年(2024年)预测","images":[{"img":"https://static.tigerbbs.com/75f03cd39b4a4b55a8b61ed2bb25aa22"},{"img":"https://static.tigerbbs.com/e95bdc98f8c3406d84cdf780f070743d"},{"img":"https://static.tigerbbs.com/ae7357b445944fbbb3f247b5f7d174aa"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/202483171545168","repostId":"202450278977744","repostType":1,"repost":{"id":202450278977744,"gmtCreate":1690442764459,"gmtModify":1690444050546,"author":{"id":"10000000000010653","authorId":"10000000000010653","name":"真心播投研","avatar":"https://static.tigerbbs.com/8ce9c558203b3e70bf51797695e440c5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"蔚来小鹏理想——谁能笑到最后笑得最好?","htmlText":"作者:曾兴波蔚小理的创始人都有着丰富的互联网背景和人脉,对汽车行业都有着较深的积累和沉淀,也都有着成功的创业历史。三家公司几乎同时起步,同步上市,销量也在伯仲之间,但定位差别较大,值得对比分析。新能源市场空间巨大,我们预测2025年,乘用车市场销量将达到2500万辆,新能源车的市占率将超过60%(含PHEV和EREV),达到1500万辆。 蔚来定位高端豪华市场,最重视用户经营,期望打造从购车、用车到二手车的闭环;小鹏定位中高端市场,以探索未来出行为己任,打造最懂中国的智能车;理想定位高端豪华市场,以创造移动&幸福的家为理念,主打家庭用车。蔚来和小鹏的销售网点更多,理想稍微落后,但是理想的单店销售最为出色。国际化方面,蔚来和小鹏已领先一步进入欧洲市场,理想暂未出海。蔚来的“可充可换可升级”的补能体系最为完善。小鹏以自建超充和免费充电为特色,理想选择增程式路线,可油可电,在充电网络布局稍显落后。三者都在加大高压充电研发。蔚来和小鹏选择纯电动路线,理想是增程式电动和纯电动路线两条腿走路。蔚小理都坚持智能驾驶全栈自研,牢牢掌握智能时代(AI)的钥匙——数据和用户,三者基本处于同一水平,总体小鹏较为出色。生产模式上,蔚来坚持代工模式,但是深度参与并与江淮成立合资公司;小鹏从代工转向自建工厂;理想坚持自建工厂,把控质量和节奏。关键零部件都在加大研发。运营能力上,理想的毛利率最高,蔚来和小鹏次之,理想的费用控制最好,亏损最小,相对最为出色。二手车保值率上,小鹏比蔚来更为出色,理想汽车接近宝马X3,并相对领先蔚来。估值上以2021年收入来看,蔚小理的PS值分别为4.4/6.3/5.6,以未来第三年(2024年)预测收入的PS值来看,蔚小理分别为0.85/1.01/0.75,三者基本处于同一水平。如果对照特斯拉未来第三年PS估值范围(1-2.6),蔚小理目前处于底部区域,股","listText":"作者:曾兴波蔚小理的创始人都有着丰富的互联网背景和人脉,对汽车行业都有着较深的积累和沉淀,也都有着成功的创业历史。三家公司几乎同时起步,同步上市,销量也在伯仲之间,但定位差别较大,值得对比分析。新能源市场空间巨大,我们预测2025年,乘用车市场销量将达到2500万辆,新能源车的市占率将超过60%(含PHEV和EREV),达到1500万辆。 蔚来定位高端豪华市场,最重视用户经营,期望打造从购车、用车到二手车的闭环;小鹏定位中高端市场,以探索未来出行为己任,打造最懂中国的智能车;理想定位高端豪华市场,以创造移动&幸福的家为理念,主打家庭用车。蔚来和小鹏的销售网点更多,理想稍微落后,但是理想的单店销售最为出色。国际化方面,蔚来和小鹏已领先一步进入欧洲市场,理想暂未出海。蔚来的“可充可换可升级”的补能体系最为完善。小鹏以自建超充和免费充电为特色,理想选择增程式路线,可油可电,在充电网络布局稍显落后。三者都在加大高压充电研发。蔚来和小鹏选择纯电动路线,理想是增程式电动和纯电动路线两条腿走路。蔚小理都坚持智能驾驶全栈自研,牢牢掌握智能时代(AI)的钥匙——数据和用户,三者基本处于同一水平,总体小鹏较为出色。生产模式上,蔚来坚持代工模式,但是深度参与并与江淮成立合资公司;小鹏从代工转向自建工厂;理想坚持自建工厂,把控质量和节奏。关键零部件都在加大研发。运营能力上,理想的毛利率最高,蔚来和小鹏次之,理想的费用控制最好,亏损最小,相对最为出色。二手车保值率上,小鹏比蔚来更为出色,理想汽车接近宝马X3,并相对领先蔚来。估值上以2021年收入来看,蔚小理的PS值分别为4.4/6.3/5.6,以未来第三年(2024年)预测收入的PS值来看,蔚小理分别为0.85/1.01/0.75,三者基本处于同一水平。如果对照特斯拉未来第三年PS估值范围(1-2.6),蔚小理目前处于底部区域,股","text":"作者:曾兴波蔚小理的创始人都有着丰富的互联网背景和人脉,对汽车行业都有着较深的积累和沉淀,也都有着成功的创业历史。三家公司几乎同时起步,同步上市,销量也在伯仲之间,但定位差别较大,值得对比分析。新能源市场空间巨大,我们预测2025年,乘用车市场销量将达到2500万辆,新能源车的市占率将超过60%(含PHEV和EREV),达到1500万辆。 蔚来定位高端豪华市场,最重视用户经营,期望打造从购车、用车到二手车的闭环;小鹏定位中高端市场,以探索未来出行为己任,打造最懂中国的智能车;理想定位高端豪华市场,以创造移动&幸福的家为理念,主打家庭用车。蔚来和小鹏的销售网点更多,理想稍微落后,但是理想的单店销售最为出色。国际化方面,蔚来和小鹏已领先一步进入欧洲市场,理想暂未出海。蔚来的“可充可换可升级”的补能体系最为完善。小鹏以自建超充和免费充电为特色,理想选择增程式路线,可油可电,在充电网络布局稍显落后。三者都在加大高压充电研发。蔚来和小鹏选择纯电动路线,理想是增程式电动和纯电动路线两条腿走路。蔚小理都坚持智能驾驶全栈自研,牢牢掌握智能时代(AI)的钥匙——数据和用户,三者基本处于同一水平,总体小鹏较为出色。生产模式上,蔚来坚持代工模式,但是深度参与并与江淮成立合资公司;小鹏从代工转向自建工厂;理想坚持自建工厂,把控质量和节奏。关键零部件都在加大研发。运营能力上,理想的毛利率最高,蔚来和小鹏次之,理想的费用控制最好,亏损最小,相对最为出色。二手车保值率上,小鹏比蔚来更为出色,理想汽车接近宝马X3,并相对领先蔚来。估值上以2021年收入来看,蔚小理的PS值分别为4.4/6.3/5.6,以未来第三年(2024年)预测收入的PS值来看,蔚小理分别为0.85/1.01/0.75,三者基本处于同一水平。如果对照特斯拉未来第三年PS估值范围(1-2.6),蔚小理目前处于底部区域,股","images":[{"img":"https://static.tigerbbs.com/29222ceafacd41ab9d0d64579cb0d077"},{"img":"https://static.tigerbbs.com/318fcb26fd6f4f39ae44dbf31edc0ad8"},{"img":"https://static.tigerbbs.com/ebc03cf3bd634aefadb5772d8fdce2ce"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/202450278977744","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":47,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":9440,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":47,"langContent":"CN","totalScore":0}],"lives":[]}