吃瓜群众Top1的个人主页 - 老虎社区

吃瓜群众Top1

吃瓜群众Top1

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IP属地：陕西

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吃瓜群众Top1

04-01

2035年[惊讶] [惊讶] [贱笑] [贱笑]

市场综述丨A股全线大涨，五国智库预测沪指将升至6000点！

吃瓜群众Top1

2023-12-28

只要hw干的东西，就是狠劲割韭菜

中国新能源豪车快速崛起！再不努力，以后只能开奔驰宝马了

吃瓜群众Top1

2021-07-21

$MRNA 20210723 280.0 PUT(MRNA)$睡了一觉错过了600%，留了个200%[捂脸] [捂脸] [捂脸]

吃瓜群众Top1

2021-07-16

$标普500ETF(SPY)$老虎交易不了spy的期权吗？？

吃瓜群众Top1

2021-07-07

$苹果(AAPL)$[捂脸] [捂脸]

吃瓜群众Top1

2021-07-06

$AAPL 20210716 145.0 CALL(AAPL)$今晚随手买了下[笑哭] [笑哭] 看好aapl

吃瓜群众Top1

2021-06-28

$维珍银河(SPCE)$ 妖股真的是会玩[汗颜] 路过看个热闹

吃瓜群众Top1

2021-06-25

$ContextLogic Inc.(WISH)$拉稀完下周继续回血[捂脸] 反反复复～

吃瓜群众Top1

2021-06-25

$Twitter(TWTR)$这买的比卖的多这么多[笑哭] [笑哭] 大家都来当股东的吗

吃瓜群众Top1

2021-06-25

$ContextLogic Inc.(WISH)$ 又到周五，坐看干架[可爱]

吃瓜群众Top1

2021-06-24

$ContextLogic Inc.(WISH)$有啥瞎恐慌的[无语] [无语]

吃瓜群众Top1

2021-06-24

疯🐶一样天天瞎污蔑

抱歉，原内容已删除

吃瓜群众Top1

2021-06-22

$ContextLogic Inc.(WISH)$[惊讶] 继续吧

吃瓜群众Top1

2021-06-08

$Clover Health Corp(CLOV)$[财迷] [财迷]

吃瓜群众Top1

2021-06-08

$Opendoor Technologies Inc(OPEN)$横了这么久，也该动动了吧[惊讶]

吃瓜群众Top1

2021-06-02

$Opendoor Technologies Inc(OPEN)$这个股真的迷醉[无语] [无语] Amc跳飞，这票已经躺平两周了醉了

吃瓜群众Top1

2021-05-13

$Opendoor Technologies Inc(OPEN)$这垃圾股什么鬼情况

吃瓜群众Top1

2021-04-27

$赫兹(HTZGQ)$这公司什么鬼？？这两天疯了么？[惊讶]

吃瓜群众Top1

2021-04-20

$Opendoor Technologies Inc(OPEN)$今晚就又是老样子[白眼] [白眼]

吃瓜群众Top1

2021-03-25

$AMC院线(AMC)$这真的是逆盘而涨[财迷] 大盘齐跌，gme amc又大涨没谁了

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[惊讶] [贱笑] [贱笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/290551862702288","repostId":"1150222414","repostType":2,"repost":{"id":"1150222414","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":1711960349,"share":"https://www.laohu8.com/m/news/1150222414?lang=&edition=full","pubTime":"2024-04-01 16:32","market":"hk","language":"zh","title":"市场综述丨A股全线大涨，五国智库预测沪指将升至6000点！","url":"https://stock-news.laohu8.com/highlight/detail?id=1150222414","media":"老虎资讯综合","summary":"港股3月29日（周五）至4月1日（周一）休市，4月2日（周二）起照常开市。","content":"<html><head></head><body><h4 id=\"id_349012766\">港股</h4><p>因耶稣受难日、复活节，港股3月29日（周五）至4月1日（周一）休市，4月2日（周二）起照常开市。</p><h4 id=\"id_381766404\">A股</h4><p>4月1日周一，A股全天震荡走高，三大指数集体大涨，创业板指领涨。截至收盘，沪指涨1.19%，深成指涨2.62%，创业板指涨2.97%。全市场超4600只个股上涨，逾百股涨停或涨超10%。沪深两市今日成交额9993亿，较上个交易日放量1407亿。</p><p>今日公布的3月财新中国制造业采购经理指数（PMI）录得51.1，高于2月0.2个百分点，已连续五个月位于扩张区间，<strong>创2023年3月来新高，显示制造业生产经营活动加速向好。</strong></p><p style=\"text-align: justify;\">昨天公布的数据显示，中国3月官方制造业PMI强劲反弹至50.8，为<strong>六个月来首次扩张</strong>，3月非制造业PMI加快扩张，连升四个月至53.0%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/76cc7ad8cf056db424c2f09d263c91c6\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>另据媒体报道，中国人民大学重阳金融研究院昨日与美国、俄罗斯、加拿大、印度等国的智库学者共同发布了《大国复利：中国高质量发展与2035年趋势畅想》报告。<strong>报告预测，A股稳健增长，至2035年，中国成为全球最成熟的资本市场之一，上证指数有机会倍增至6000点。</strong></p><p>锂电池板块大幅走高。寒锐钴业、合纵科技20cm涨停，三祥新材、鼎盛新材、华友钴业、英联股份等多股封板。</p><p>面板概念股集体拉升。TCL科技、彩虹股份、沃格光电、维信诺等多股涨停。</p><p>低空经济、通感一体化概念反复活跃。中信海直、华体科技4连板，豪尔赛3连板，勤上股份、山河智能涨停。</p><p>券商股走强，长江证券一字涨停，天风证券、锦龙股份、东吴证券、国信证券等纷纷跟涨。</p><h4 id=\"id_3654510006\">美股</h4><p>美股三大指数期货在盘前时段集体上涨。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b744455c937216820b31c0d7f5f57ba9\" title=\"\" tg-width=\"890\" tg-height=\"310\"/></p><p>理想汽车盘前涨近4%。理想汽车3月交付新车28,984辆，同比增长39.2%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b1de3b8a27fb96621eec71d12c5a0197\" title=\"\" tg-width=\"450\" tg-height=\"129\"/></p><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>盘前涨近1%，公司上调中美两地Model Y价格。</p><p>加密货币概念股盘前普跌，<a href=\"https://laohu8.com/S/CLSK\">CleanSpark</a>跌近13%，<a href=\"https://laohu8.com/S/MSTR\">MicroStrategy</a>跌超3%，<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>、<a href=\"https://laohu8.com/S/MARA\">Marathon Digital</a>、<a href=\"https://laohu8.com/S/RIOT\">Riot Platforms</a>跌超1%；消息面：比特币回落至70000美元/枚下方，日内跌1.32%。</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\" 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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市场综述丨A股全线大涨，五国智库预测沪指将升至6000点！\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\">2024-04-01 16:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h4 id=\"id_349012766\">港股</h4><p>因耶稣受难日、复活节，港股3月29日（周五）至4月1日（周一）休市，4月2日（周二）起照常开市。</p><h4 id=\"id_381766404\">A股</h4><p>4月1日周一，A股全天震荡走高，三大指数集体大涨，创业板指领涨。截至收盘，沪指涨1.19%，深成指涨2.62%，创业板指涨2.97%。全市场超4600只个股上涨，逾百股涨停或涨超10%。沪深两市今日成交额9993亿，较上个交易日放量1407亿。</p><p>今日公布的3月财新中国制造业采购经理指数（PMI）录得51.1，高于2月0.2个百分点，已连续五个月位于扩张区间，<strong>创2023年3月来新高，显示制造业生产经营活动加速向好。</strong></p><p style=\"text-align: justify;\">昨天公布的数据显示，中国3月官方制造业PMI强劲反弹至50.8，为<strong>六个月来首次扩张</strong>，3月非制造业PMI加快扩张，连升四个月至53.0%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/76cc7ad8cf056db424c2f09d263c91c6\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>另据媒体报道，中国人民大学重阳金融研究院昨日与美国、俄罗斯、加拿大、印度等国的智库学者共同发布了《大国复利：中国高质量发展与2035年趋势畅想》报告。<strong>报告预测，A股稳健增长，至2035年，中国成为全球最成熟的资本市场之一，上证指数有机会倍增至6000点。</strong></p><p>锂电池板块大幅走高。寒锐钴业、合纵科技20cm涨停，三祥新材、鼎盛新材、华友钴业、英联股份等多股封板。</p><p>面板概念股集体拉升。TCL科技、彩虹股份、沃格光电、维信诺等多股涨停。</p><p>低空经济、通感一体化概念反复活跃。中信海直、华体科技4连板，豪尔赛3连板，勤上股份、山河智能涨停。</p><p>券商股走强，长江证券一字涨停，天风证券、锦龙股份、东吴证券、国信证券等纷纷跟涨。</p><h4 id=\"id_3654510006\">美股</h4><p>美股三大指数期货在盘前时段集体上涨。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b744455c937216820b31c0d7f5f57ba9\" title=\"\" tg-width=\"890\" tg-height=\"310\"/></p><p>理想汽车盘前涨近4%。理想汽车3月交付新车28,984辆，同比增长39.2%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b1de3b8a27fb96621eec71d12c5a0197\" title=\"\" tg-width=\"450\" tg-height=\"129\"/></p><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>盘前涨近1%，公司上调中美两地Model Y价格。</p><p>加密货币概念股盘前普跌，<a href=\"https://laohu8.com/S/CLSK\">CleanSpark</a>跌近13%，<a href=\"https://laohu8.com/S/MSTR\">MicroStrategy</a>跌超3%，<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>、<a href=\"https://laohu8.com/S/MARA\">Marathon Digital</a>、<a href=\"https://laohu8.com/S/RIOT\">Riot Platforms</a>跌超1%；消息面：比特币回落至70000美元/枚下方，日内跌1.32%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a5d11890cd6ccd454a56d86737fd3353","relate_stocks":{"000001.SH":"上证指数","HSI":"恒生指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150222414","content_text":"港股因耶稣受难日、复活节，港股3月29日（周五）至4月1日（周一）休市，4月2日（周二）起照常开市。A股4月1日周一，A股全天震荡走高，三大指数集体大涨，创业板指领涨。截至收盘，沪指涨1.19%，深成指涨2.62%，创业板指涨2.97%。全市场超4600只个股上涨，逾百股涨停或涨超10%。沪深两市今日成交额9993亿，较上个交易日放量1407亿。今日公布的3月财新中国制造业采购经理指数（PMI）录得51.1，高于2月0.2个百分点，已连续五个月位于扩张区间，创2023年3月来新高，显示制造业生产经营活动加速向好。昨天公布的数据显示，中国3月官方制造业PMI强劲反弹至50.8，为六个月来首次扩张，3月非制造业PMI加快扩张，连升四个月至53.0%。另据媒体报道，中国人民大学重阳金融研究院昨日与美国、俄罗斯、加拿大、印度等国的智库学者共同发布了《大国复利：中国高质量发展与2035年趋势畅想》报告。报告预测，A股稳健增长，至2035年，中国成为全球最成熟的资本市场之一，上证指数有机会倍增至6000点。锂电池板块大幅走高。寒锐钴业、合纵科技20cm涨停，三祥新材、鼎盛新材、华友钴业、英联股份等多股封板。面板概念股集体拉升。TCL科技、彩虹股份、沃格光电、维信诺等多股涨停。低空经济、通感一体化概念反复活跃。中信海直、华体科技4连板，豪尔赛3连板，勤上股份、山河智能涨停。券商股走强，长江证券一字涨停，天风证券、锦龙股份、东吴证券、国信证券等纷纷跟涨。美股美股三大指数期货在盘前时段集体上涨。理想汽车盘前涨近4%。理想汽车3月交付新车28,984辆，同比增长39.2%。特斯拉盘前涨近1%，公司上调中美两地Model Y价格。加密货币概念股盘前普跌，CleanSpark跌近13%，MicroStrategy跌超3%，Coinbase、Marathon Digital、Riot Platforms跌超1%；消息面：比特币回落至70000美元/枚下方，日内跌1.32%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":256999229436088,"gmtCreate":1703777497792,"gmtModify":1703777499348,"author":{"id":"3569112393512139","authorId":"3569112393512139","name":"吃瓜群众Top1","avatar":"https://static.tigerbbs.com/716c3ce5d3b8dee5876cf157fb754c7d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"只要hw干的东西，就是狠劲割韭菜","listText":"只要hw干的东西，就是狠劲割韭菜","text":"只要hw干的东西，就是狠劲割韭菜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/256999229436088","repostId":"1198723648","repostType":2,"repost":{"id":"1198723648","pubTimestamp":1703764338,"share":"https://www.laohu8.com/m/news/1198723648?lang=&edition=full","pubTime":"2023-12-28 19:52","market":"us","language":"zh","title":"中国新能源豪车快速崛起！再不努力，以后只能开奔驰宝马了 ","url":"https://stock-news.laohu8.com/highlight/detail?id=1198723648","media":"丫丫港股圈","summary":"与此同时，中国品牌在新能源汽车赛道不断攻城拔寨，截止昨日问界M9发布会，今年内已有7家中国新能源车企发布50万以上定价的新车型。有段子调侃道，“再不努力，以后只能开BBA和雷克萨斯了。”过去几年里，中国新能源豪车的快速崛起，是BBA传统燃油车品牌的逐步落寞。这若对比起同价位的理想、赛力斯来看，7.8万辆的销量只是国内新能源汽车一个季度的销量水平。","content":"<html><head></head><body><p>在今年大市环境不好的背景下，新能源汽车是少数有赚钱效应的板块，新能源整车指数年内涨超10%。例如，A股靠华为的智选车企领涨，涨幅最大的是年内涨超80%的<a href=\"https://laohu8.com/S/601127\">赛力斯</a>。</p><p style=\"text-align: justify;\"><strong>即使是恒指指数连续下跌4年的港股，<a href=\"https://laohu8.com/S/02015\">理想汽车-W</a>年内涨幅也超80%，<a href=\"https://laohu8.com/S/09868\">小鹏汽车-W</a>涨近40%，<a href=\"https://laohu8.com/S/01211\">比亚迪股份</a>涨超12%，表现低迷些的<a href=\"https://laohu8.com/S/09866\">蔚来-SW</a>年内也就跌去9%，各家车企的表现都不错，至少大幅跑赢市场，这是新能源汽车行业不断进步的体现。</strong></p><p style=\"text-align: justify;\">与此同时，中国品牌在新能源汽车赛道不断攻城拔寨，截止昨日问界M9发布会，今年内已有7家中<a href=\"https://laohu8.com/S/600617\">国新能源</a>车企发布50万以上定价的新车型。有段子调侃道，<strong>“再不努力，以后只能开BBA和雷克萨斯了。”</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/95c8d2fecb40c774e1b03037b694b590\" title=\"\" tg-width=\"574\" tg-height=\"493\"/></p><p style=\"text-align: justify;\">前两年，新能源渗透率还在15%的时候，市场资金选中了主打中低价位市场，份额快速扩大的<a href=\"https://laohu8.com/S/002594\">比亚迪</a>。但在电车渗透率提升到一定程度后，往高端车型发展的车企更受市场资金的青睐。   </p><p style=\"text-align: justify;\"><strong>过去几年里，中国新能源豪车的快速崛起，是BBA传统燃油车品牌的逐步落寞。无论是30--40万的，还是40-50万，当前燃油车<a href=\"https://laohu8.com/S/DLX\">豪华</a>品推出的新能源车型基本都难以挑战中国新能源豪车品牌。</strong></p><p style=\"text-align: justify;\"><strong>而且从当前燃油车的新能源转型策略来看，基本上都是治标不治本，彻底陷入了既要又要还要的创新者窘境。假以时日，我们完全有可能看到50万以上的价格区间也被中国新能源豪车品牌拿下。</strong></p><p style=\"text-align: justify;\">在2020年之前，新能源汽车因电池价格昂贵，内饰差，技术不成熟，电车驾驶体验不如油车等原因不被市场看好，这也让占据汽车市场几十年时间的传统燃油车企们鄙视，迟迟没有布局新能源车型。而<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、比亚迪、“蔚小理”在政策导向下市场份额快速渗透，叠加过程中品牌间产品力的不断比拼，即使是特斯拉也被迫降价促销。</p><p style=\"text-align: justify;\">另一方面，新能源行业整体的技术水平也在持续提升，多个企业突破技术瓶颈，供应链水平的提升为中国新能源豪车品牌的崛起打下良好的基础。越来越多消费者对电车开始改观，接受这项汽车行业的新技术迭代，开始愿意接触电车。</p><p style=\"text-align: justify;\">这也就出现了一个局面，当各家新势力们开始将高端车企对标BBA时，这就意味着BBA在50万以下的价格段失守了，无论是配置、内饰、用车成本，国产电车已经开始吊打同价位的大部分燃油车，传统燃油车也只剩下品牌上的优势。这也在过去两年里，打的BBA等传统燃油车企，着急的以合资，或是技术入股的方式进入到新能源汽车的竞争队列之中。   </p><p style=\"text-align: justify;\"><strong>但从BBA的电车销量和定价来看，在新能源汽车行列的竞争力大不如燃油车。</strong></p><p style=\"text-align: justify;\">今年1-10月，宝马新能源车型在国内的销量为7.8万辆，而宝马最低定价在30万元起，最高去到上百万的定价，甚至乎有超200万定价的车型。<strong>这若对比起同价位的理想、赛力斯来看，7.8万辆的销量只是国内新能源汽车一个季度的销量水平。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cfb7a79c2b0852fe63f7448f3fb9d482\" title=\"\" tg-width=\"1080\" tg-height=\"509\"/></p><p style=\"text-align: justify;\"><strong>动态看，在中期维度，BBA等燃油豪车品牌也难以回到几年前的巅峰。</strong>在当前的新能源时代，车企已经进入到智能化、自研智驾、自研生态系统阶段，不再是简单的拼续航里程和各种堆料。<strong>而且新能源行业的技术迭代节奏远快于燃油车，除非车企肯大刀阔斧的改革，否则时间只会让新能源车和燃油车的差距越来越大。    </strong></p><p style=\"text-align: justify;\">不夸张地说，5-10年后我们真的有可能看到中国新能源豪车品牌拿下60-80%的市场份额。</p><p style=\"text-align: justify;\">这就对应着为何今年恒生科技指数中，<strong>领涨的都是中国新能源车企和相关供应链，例如理想、小鹏、小米和<a href=\"https://laohu8.com/S/00285\">比亚迪电子</a>。</strong></p><p style=\"text-align: justify;\">新能源汽车高端化是大趋势，但谁家的高端化能走的更好，目前还难以预测，就像30万以下区间一样，大多数都是贝塔行情，很难产生出一家涨幅巨大的车企。</p><p style=\"text-align: justify;\">恰好，上周五互联网企业也经历了一轮极致的情绪杀跌，筹码再次出清。之前港股情绪有些许脆弱，但能看到市场在两三天内就迅速趋于理性，在政策被充分消化的情况下，现在是个布局新能源汽车+互联网公司的不错机会。   </p></body></html>","source":"lsy1568959956107","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>中国新能源豪车快速崛起！再不努力，以后只能开奔驰宝马了 </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中国新能源豪车快速崛起！再不努力，以后只能开奔驰宝马了 \n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-28 19:52 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/zYsTO_0MD9z4YGODS__LgQ><strong>丫丫港股圈</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在今年大市环境不好的背景下，新能源汽车是少数有赚钱效应的板块，新能源整车指数年内涨超10%。例如，A股靠华为的智选车企领涨，涨幅最大的是年内涨超80%的赛力斯。即使是恒指指数连续下跌4年的港股，理想汽车-W年内涨幅也超80%，小鹏汽车-W涨近40%，比亚迪股份涨超12%，表现低迷些的蔚来-SW年内也就跌去9%，各家车企的表现都不错，至少大幅跑赢市场，这是新能源汽车行业不断进步的体现。与此同时，中国...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/zYsTO_0MD9z4YGODS__LgQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/871a02346421cc69220cdc935febcf5a","relate_stocks":{"600617":"国新能源","BK0172":"雄安新区","BK0252":"燃气产供","BK0012":"证金概念","BK0077":"质押式回购","002594":"比亚迪","BK0164":"国企混改","NIO":"蔚来","BK0028":"国家队"},"source_url":"https://mp.weixin.qq.com/s/zYsTO_0MD9z4YGODS__LgQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198723648","content_text":"在今年大市环境不好的背景下，新能源汽车是少数有赚钱效应的板块，新能源整车指数年内涨超10%。例如，A股靠华为的智选车企领涨，涨幅最大的是年内涨超80%的赛力斯。即使是恒指指数连续下跌4年的港股，理想汽车-W年内涨幅也超80%，小鹏汽车-W涨近40%，比亚迪股份涨超12%，表现低迷些的蔚来-SW年内也就跌去9%，各家车企的表现都不错，至少大幅跑赢市场，这是新能源汽车行业不断进步的体现。与此同时，中国品牌在新能源汽车赛道不断攻城拔寨，截止昨日问界M9发布会，今年内已有7家中国新能源车企发布50万以上定价的新车型。有段子调侃道，“再不努力，以后只能开BBA和雷克萨斯了。”前两年，新能源渗透率还在15%的时候，市场资金选中了主打中低价位市场，份额快速扩大的比亚迪。但在电车渗透率提升到一定程度后，往高端车型发展的车企更受市场资金的青睐。   过去几年里，中国新能源豪车的快速崛起，是BBA传统燃油车品牌的逐步落寞。无论是30--40万的，还是40-50万，当前燃油车豪华品推出的新能源车型基本都难以挑战中国新能源豪车品牌。而且从当前燃油车的新能源转型策略来看，基本上都是治标不治本，彻底陷入了既要又要还要的创新者窘境。假以时日，我们完全有可能看到50万以上的价格区间也被中国新能源豪车品牌拿下。在2020年之前，新能源汽车因电池价格昂贵，内饰差，技术不成熟，电车驾驶体验不如油车等原因不被市场看好，这也让占据汽车市场几十年时间的传统燃油车企们鄙视，迟迟没有布局新能源车型。而特斯拉、比亚迪、“蔚小理”在政策导向下市场份额快速渗透，叠加过程中品牌间产品力的不断比拼，即使是特斯拉也被迫降价促销。另一方面，新能源行业整体的技术水平也在持续提升，多个企业突破技术瓶颈，供应链水平的提升为中国新能源豪车品牌的崛起打下良好的基础。越来越多消费者对电车开始改观，接受这项汽车行业的新技术迭代，开始愿意接触电车。这也就出现了一个局面，当各家新势力们开始将高端车企对标BBA时，这就意味着BBA在50万以下的价格段失守了，无论是配置、内饰、用车成本，国产电车已经开始吊打同价位的大部分燃油车，传统燃油车也只剩下品牌上的优势。这也在过去两年里，打的BBA等传统燃油车企，着急的以合资，或是技术入股的方式进入到新能源汽车的竞争队列之中。   但从BBA的电车销量和定价来看，在新能源汽车行列的竞争力大不如燃油车。今年1-10月，宝马新能源车型在国内的销量为7.8万辆，而宝马最低定价在30万元起，最高去到上百万的定价，甚至乎有超200万定价的车型。这若对比起同价位的理想、赛力斯来看，7.8万辆的销量只是国内新能源汽车一个季度的销量水平。动态看，在中期维度，BBA等燃油豪车品牌也难以回到几年前的巅峰。在当前的新能源时代，车企已经进入到智能化、自研智驾、自研生态系统阶段，不再是简单的拼续航里程和各种堆料。而且新能源行业的技术迭代节奏远快于燃油车，除非车企肯大刀阔斧的改革，否则时间只会让新能源车和燃油车的差距越来越大。  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