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07-19

hahahah而你又是谁哈哈哈哈

我的投资人朋友，都在清仓英伟达

2023-11-16

不能再有道理 👌👍

专注长期投入=放弃短期盈利？投资者对蔚来是否要保持更多耐心？

2023-11-16

必须的必！

@蹦米:$蔚来-SW(09866)$ 加油

2023-11-07

$NIO Inc.(NIO)$ dang!!! 在高端EV band NIO 可以守住4K+ 每周的销量对标BBA等（XPENG，LI 等属于买不起豪车的大众穷人电车不配横向比较），NIO IS GETTING BIG,UNSTOPPABLE. 其它陪跑的品牌已经无法阻挡蔚来的爆发。Let's fucking goooooooooo 🔥

2023-11-06

$NIO Inc.(NIO)$ NIO TO FUCKING $10 by mid-Nov.$15 by end of 2023. $25 by Mid 2024, and $40 by end of 2024. $60 by mid-2025, and +$80 by 2025end. Mark my freaking words.

2023-10-12

$NIO Inc.(NIO)$ NIO WILL fucking HIT $20/share by 12/31/2023

2023-08-08

$NIO Inc.(NIO)$ bullllll

去老虎APP查看更多动态

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23:00","market":"us","language":"zh","title":"我的投资人朋友，都在清仓英伟达","url":"https://stock-news.laohu8.com/highlight/detail?id=2452990884","media":"投中网","summary":"前几天，一位投资人朋友晒出了他在WAIC期间组织的饭局，借此感叹了三件事：这届WAIC到场率真高、上海真热、饭桌上的同行们，基本都把英伟达的股票清仓了。WAIC和上海确实都很热，这就不说了。第三点，结结实实地戳中了我的好奇心。毕竟这才创了140美元/股新高没几天，纳斯达克、标普500刚刚又创了新高，难道投资人眼里众星...","content":"<html><head></head><body><blockquote><p><strong>英伟达，配不上3万亿美元市值吗？</strong></p></blockquote><p style=\"text-align: justify;\">前几天，一位投资人朋友晒出了他在WAIC期间组织的饭局，借此感叹了三件事：这届WAIC到场率真高、上海真热、<strong>饭桌上的同行们，基本都把英伟达的股票清仓了。</strong></p><p style=\"text-align: justify;\">WAIC和上海确实都很热，这就不说了。第三点，结结实实地戳中了我的好奇心。毕竟这才创了140美元/股新高没几天，纳斯达克、标普500刚刚又创了新高，难道投资人眼里众星捧月的英伟达，配不上3万亿美元市值吗？</p><p style=\"text-align: justify;\">不过严格来说，投资人准备出掉英伟达股票算不上什么新闻，有买就有卖。今年3月OpenAI推出Sora，再次掀起资本市场人工智能热的时候，我就曾经和几位朋友聊起过<strong>“如今英伟达，很容易让人想起当初的思科”</strong>。两者都被市场看做下一个科技时代的基建，两者都出现了幅度堪称疯狂的股价暴涨。</p><p style=\"text-align: justify;\">而<strong>思科带给我们的启示是资本市场与产业成熟的周期并不一致，资本市场的走热往往会比产业成熟提前很多年。</strong>一个重要的例证是思科虽然作为互联网泡沫时代的著名案例，估值从巅峰时期的200倍PE跌到了目前的10倍PE，但实际上思科的营收和利润每年都在保持增长——也就是产业成熟之后，资本市场给予一家能够持续每年增长10到20的科技公司的估值，也就是10倍PE这个区间左右——目前来看英伟达也隐隐有了相同的趋势，动态PE能超过30倍、PETTM超过了75倍。</p><p style=\"text-align: justify;\">在这个前提下，投资人很难忽略掉英伟达股价里的“泡沫”成分。除此而外，英伟达的高管和员工也都纷纷套现。</p><p style=\"text-align: justify;\">根据美国证券交易委员会所披露的相关文件显示，黄仁勋在今年6月13日至21日、6月28日至7月2日期间连续股票套现。第一笔交易的平均股票售价为131.44美元，第二笔套现的交易价格在118.98美元至127.66美元之间，两笔交易累计套现金额超过了2亿美元。</p><p style=\"text-align: justify;\">与此同时，文件显示英伟达的首席财务官Colette Kress、执行副总裁Deborah Shoquist也进行了股票减持，有媒体统计自5月22日英伟达公布Q1业绩以来，<strong>有超过三分之一的公司内部员工进行了套现。</strong></p><p style=\"text-align: justify;\">你看，连英伟达自己人都开始套现，投资人考虑在当前的高点把浮盈变成货真价实的盈利，并不需要太多复杂的理由。当然了，强如马化腾也在低点减持过不少次腾讯，因此严格来讲，在一个透明的公开市场，高管减持与股价未来走向并没有太过直接的关联。</p><p style=\"text-align: justify;\"><strong>而且，警惕英伟达股价里的泡沫、公司高层套现股票、外部投资人们选择集体清仓，这显然是概念完全不同的三件事，它们背后所代表着的信号显然有着本质上的不同。</strong>所以在看到开头的那条朋友圈之后，我试着沿着相关的信息进行检索，试图弄清明白外部投资人是否真的在集体清仓、为什么大家会选择集体出手，以及谁还在持续购买英伟达。</p><p style=\"text-align: left;\"><strong>人人抛售Mag7</strong></p><p style=\"text-align: justify;\">首先可以明确的是，近期确实有相当数量的投资人卖掉了手里的英伟达股票。</p><p style=\"text-align: justify;\">根据美国证券交易委员会 (SEC)相关规定，资产管理规模 (AUM) 至少为1亿美元的机构投资者必须在每个财报季度结束后的45天内提交13F文件，以方便投资者们随时跟进市场变化。</p><p style=\"text-align: justify;\">按照这条规则进行检索，在2024财年Q1季度里至少有8家大型投资者选择了出售英伟达股票，其中不乏有头有脸的头部玩家，<strong>比如蔻图资本创始人Philippe Laffont、城堡资本的掌门人Ken Griffin、千禧年基金的Israel Englander、Point72的Steven Cohen。</strong></p><p style=\"text-align: justify;\">不过同样需要明确的是，投资人们并不是在针对英伟达。<strong>包括英伟达在内的Mag7（美股七巨头Magnificent Seven的简称）股票都出现过大手笔的抛售事件。</strong></p><p style=\"text-align: justify;\">SEC文件显示，贝索斯就在今年多次套现股票，最近一次发生7月5到7月8日，这位大佬前后分三笔卖出了431.4109万股亚马逊股票，总计套现8.635亿美元。最大手笔则发生在今年2月，当时贝索斯在9个交易日内抛售了5000万股亚马逊股票，套现超过80亿美元。</p><p style=\"text-align: justify;\">做出相同选择的还有扎克伯格。同样据SEC的监管文件显示，小扎从2023年11月1日起到2023年年底，几乎每天都抛售他手中的股票，整体交易规模达到了128万股，换算成现金为4.28亿美元。</p><p style=\"text-align: justify;\">外部投资者方面，以高盛为代表的对冲基金们结束持续买入的策略，从2023年第四季度开始逐渐压缩Mag7在其投资组合中的比重，到2024年第一季度时仓位控制在了15%以下。相应的，多头们将25%的仓位交给了更多面向中小企业的罗素3000指数。</p><p style=\"text-align: justify;\">知名投行Lazard首席市场策略师Ron Temple在接受媒体采访时向广大投资者们提出建议：“我想没有人能够聪明到，准确预测Mag7的股价什么时候见顶……但我的观点是，<strong>在部分市场工具已经失灵的情况下，人工智能的股价带动能力已经没有太大空间了。</strong>”</p><p style=\"text-align: justify;\">做出同样判断的还有Navellier &amp; Associates的创始人Louis Navellier，他在今年二月的一份市场报告中写到：<strong>“Mag7在股市中的主导地位正在发生变化，资金正在发生相应的流动，流向那些销售额更好、盈利激增且蓬勃发展的中小型公司。”</strong></p><p style=\"text-align: left;\"><strong>人人唱衰Mag7？</strong></p><p style=\"text-align: justify;\">那么为什么资本市场会进行这样的集体选择？当前股市集中度过高、资产分布状况极不健康或许是最直接的原因。</p><p style=\"text-align: justify;\">例如摩根大通的量化交易团队就在今年年初的一份美国股市策略报告中明确提到：<strong>与2023年相比，美股的集中度在2024年将进一步提升，市场结构正在变得越来越不健康。</strong></p><p style=\"text-align: justify;\">具体的数据为，在标普500中排名市值规模前10的股票权重已经上升到33.1%，在他们身后的40只股票权重则下降到了35.8%，这一数据达到了60年代以来的最高水平，远超千禧年的互联网泡沫时期。</p><p style=\"text-align: justify;\">除此而外，在市盈率、市值加权指数方面，这些排名前10的股票与股市内的股票形成了非常明显的差距，这一状况在近30年的时间里也只在互联网泡沫时期出现过。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e2360d1f52fd019571227eb4ab98e87f\" alt=\"\" title=\"\" tg-width=\"863\" tg-height=\"356\"/></p><p style=\"text-align: justify;\">再加上从资金分布情况来看，互联网泡沫时期的股市甚至比当前的股市更加“均衡”，因此自2023年第一季度以来，即使仍然有主动投资者选择在继续加仓Mag7，但加仓的强度出现了明显放缓的趋势。</p><p style=\"text-align: justify;\">大部分的投资者已经开始将Mag7的股票分为三六九等，只有Meta和Alphabet继续被普遍看多，其他股票都被评级为低配——你看，这刚好对应上了上文两位头部分析师的市场建议。 </p><p style=\"text-align: justify;\">也有声音认为，大佬们大手笔的抛售Mag7的股票，可能是想要带动股市的活跃度，从而降低IPO市场不活跃所带来的潜在影响。</p><p style=\"text-align: justify;\">一个侧面例证是，贝索斯在2022年到2023年之间没有出售任何亚马逊股票，小扎上一次减持股票也需要追溯到2021年11月之前。摩根大通的首席执行官Jamie Dimon、阿波罗资管的联合创始人Leon Black也在同期选择了减持股票，交易规模也分别达到1.5亿美元和1.728亿美元。</p><p style=\"text-align: justify;\">此时考虑到2024年美国股市的每月IPO规模已经下降到了80亿美元左右的水平，不及2021年大放水时代的一半，不少人相信大佬们在同一时间线上选择减持股票并不是巧合，更像是在推动“资本市场的流动性”以及“增加投资组合的多样性”。</p><p style=\"text-align: justify;\"><strong>但很多人对此观点进行了坚决驳斥，理由是有足够的数据表明，当前的股市已经很难再为普通人造富。</strong></p><p style=\"text-align: justify;\">分析师Lyn Alden通过计算发现，20年前全美资本市场结构是，最富有的前10%持有77%的公司股票与基金份额，中产阶级持有12%，剩下50%的基层持有1%——而到今天，最富有的那10%已经拿下了92.5%的市场份额。</p><p style=\"text-align: justify;\">Campden Wealth在去年年底发布的一份报告被反复提及。去年他们对全北美范围内的330家家族办公室进行了调研，发现他们流向股票市场以及非公开资本市场的比重，分别为28.5%和29.2%——这是自他们进行调研以来，后者首次超过前者。</p><p style=\"text-align: justify;\">换句话说，相当数量的人相信，大佬们对Mag7股票的出售就是江湖医生做搭桥手术——没安好心——不是在精准逃顶，就在为将来的股价崩盘提前准备。</p><p style=\"text-align: left;\"><strong>人人豪赌Mag7</strong></p><p style=\"text-align: justify;\">当然了，我也看到了相当数量的从业者力挺Mag7。例如知名投行阿默普莱斯投资策略主管Shane Oliver就认为，泡沫化归泡沫化，但与互联网泡沫时期相比完全就是两码事，32倍PE与100倍PE有着本质上的区别。</p><p style=\"text-align: justify;\">他放出了一句狠话，<strong>“泡沫，只是你用来解释自己为什么错过牛市的理由”。</strong></p><p style=\"text-align: justify;\">所以我认为有必要通过13F文件，再了解一下谁在购入英伟达，作为最后的彩蛋：</p><p style=\"text-align: justify;\">在2024年Q2季度，加仓英伟达的机构投资者超过100家，其中最大幅度的加仓来自瑞典商业银行 (PUBL)，他们将投资组合中的英伟达比重提高到了11.13%，超过了微软，稍低于博通Broadcom、应用材料AMAT、沃尔玛。</p><p style=\"text-align: justify;\">值得注意的是，这是瑞典商业银行 (PUBL)自2023年Q4季度开始投资活动，首次购买英伟达股票，也是该季度唯一大手笔买入的国外买家。</p><p style=\"text-align: justify;\">其他在该季度首次购买英伟达股票的机构投资者基本都来自美国，例如复兴投资集团（RENAISSANCE INVESTMENT GROUP）、瑟斯顿、斯普林格、米勒、赫德和蒂塔克（Thurston, Springer, Miller, Herd &amp; Titak）、Lynx Investment Advisory等，而他们的投资组合里也同样的高频出现了微软、博通、苹果。</p></body></html>","source":"tzw","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>我的投资人朋友，都在清仓英伟达</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我的投资人朋友，都在清仓英伟达\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-19 23:00 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/k0_Cg5ITPXOfWbRlG5QwQg><strong>投中网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英伟达，配不上3万亿美元市值吗？前几天，一位投资人朋友晒出了他在WAIC期间组织的饭局，借此感叹了三件事：这届WAIC到场率真高、上海真热、饭桌上的同行们，基本都把英伟达的股票清仓了。WAIC和上海确实都很热，这就不说了。第三点，结结实实地戳中了我的好奇心。毕竟这才创了140美元/股新高没几天，纳斯达克、标普500刚刚又创了新高，难道投资人眼里众星捧月的英伟达，配不上3万亿美元市值吗？不过严格来说...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/k0_Cg5ITPXOfWbRlG5QwQg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5118efab75fec57cea1e0d0207bc1772","relate_stocks":{"IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4592":"伊斯兰概念","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","AMZN":"亚马逊","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4567":"ESG概念","BK4585":"ETF&股票定投概念","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) 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SGD"},"source_url":"https://mp.weixin.qq.com/s/k0_Cg5ITPXOfWbRlG5QwQg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2452990884","content_text":"英伟达，配不上3万亿美元市值吗？前几天，一位投资人朋友晒出了他在WAIC期间组织的饭局，借此感叹了三件事：这届WAIC到场率真高、上海真热、饭桌上的同行们，基本都把英伟达的股票清仓了。WAIC和上海确实都很热，这就不说了。第三点，结结实实地戳中了我的好奇心。毕竟这才创了140美元/股新高没几天，纳斯达克、标普500刚刚又创了新高，难道投资人眼里众星捧月的英伟达，配不上3万亿美元市值吗？不过严格来说，投资人准备出掉英伟达股票算不上什么新闻，有买就有卖。今年3月OpenAI推出Sora，再次掀起资本市场人工智能热的时候，我就曾经和几位朋友聊起过“如今英伟达，很容易让人想起当初的思科”。两者都被市场看做下一个科技时代的基建，两者都出现了幅度堪称疯狂的股价暴涨。而思科带给我们的启示是资本市场与产业成熟的周期并不一致，资本市场的走热往往会比产业成熟提前很多年。一个重要的例证是思科虽然作为互联网泡沫时代的著名案例，估值从巅峰时期的200倍PE跌到了目前的10倍PE，但实际上思科的营收和利润每年都在保持增长——也就是产业成熟之后，资本市场给予一家能够持续每年增长10到20的科技公司的估值，也就是10倍PE这个区间左右——目前来看英伟达也隐隐有了相同的趋势，动态PE能超过30倍、PETTM超过了75倍。在这个前提下，投资人很难忽略掉英伟达股价里的“泡沫”成分。除此而外，英伟达的高管和员工也都纷纷套现。根据美国证券交易委员会所披露的相关文件显示，黄仁勋在今年6月13日至21日、6月28日至7月2日期间连续股票套现。第一笔交易的平均股票售价为131.44美元，第二笔套现的交易价格在118.98美元至127.66美元之间，两笔交易累计套现金额超过了2亿美元。与此同时，文件显示英伟达的首席财务官Colette Kress、执行副总裁Deborah Shoquist也进行了股票减持，有媒体统计自5月22日英伟达公布Q1业绩以来，有超过三分之一的公司内部员工进行了套现。你看，连英伟达自己人都开始套现，投资人考虑在当前的高点把浮盈变成货真价实的盈利，并不需要太多复杂的理由。当然了，强如马化腾也在低点减持过不少次腾讯，因此严格来讲，在一个透明的公开市场，高管减持与股价未来走向并没有太过直接的关联。而且，警惕英伟达股价里的泡沫、公司高层套现股票、外部投资人们选择集体清仓，这显然是概念完全不同的三件事，它们背后所代表着的信号显然有着本质上的不同。所以在看到开头的那条朋友圈之后，我试着沿着相关的信息进行检索，试图弄清明白外部投资人是否真的在集体清仓、为什么大家会选择集体出手，以及谁还在持续购买英伟达。人人抛售Mag7首先可以明确的是，近期确实有相当数量的投资人卖掉了手里的英伟达股票。根据美国证券交易委员会 (SEC)相关规定，资产管理规模 (AUM) 至少为1亿美元的机构投资者必须在每个财报季度结束后的45天内提交13F文件，以方便投资者们随时跟进市场变化。按照这条规则进行检索，在2024财年Q1季度里至少有8家大型投资者选择了出售英伟达股票，其中不乏有头有脸的头部玩家，比如蔻图资本创始人Philippe Laffont、城堡资本的掌门人Ken Griffin、千禧年基金的Israel Englander、Point72的Steven Cohen。不过同样需要明确的是，投资人们并不是在针对英伟达。包括英伟达在内的Mag7（美股七巨头Magnificent Seven的简称）股票都出现过大手笔的抛售事件。SEC文件显示，贝索斯就在今年多次套现股票，最近一次发生7月5到7月8日，这位大佬前后分三笔卖出了431.4109万股亚马逊股票，总计套现8.635亿美元。最大手笔则发生在今年2月，当时贝索斯在9个交易日内抛售了5000万股亚马逊股票，套现超过80亿美元。做出相同选择的还有扎克伯格。同样据SEC的监管文件显示，小扎从2023年11月1日起到2023年年底，几乎每天都抛售他手中的股票，整体交易规模达到了128万股，换算成现金为4.28亿美元。外部投资者方面，以高盛为代表的对冲基金们结束持续买入的策略，从2023年第四季度开始逐渐压缩Mag7在其投资组合中的比重，到2024年第一季度时仓位控制在了15%以下。相应的，多头们将25%的仓位交给了更多面向中小企业的罗素3000指数。知名投行Lazard首席市场策略师Ron Temple在接受媒体采访时向广大投资者们提出建议：“我想没有人能够聪明到，准确预测Mag7的股价什么时候见顶……但我的观点是，在部分市场工具已经失灵的情况下，人工智能的股价带动能力已经没有太大空间了。”做出同样判断的还有Navellier & Associates的创始人Louis Navellier，他在今年二月的一份市场报告中写到：“Mag7在股市中的主导地位正在发生变化，资金正在发生相应的流动，流向那些销售额更好、盈利激增且蓬勃发展的中小型公司。”人人唱衰Mag7？那么为什么资本市场会进行这样的集体选择？当前股市集中度过高、资产分布状况极不健康或许是最直接的原因。例如摩根大通的量化交易团队就在今年年初的一份美国股市策略报告中明确提到：与2023年相比，美股的集中度在2024年将进一步提升，市场结构正在变得越来越不健康。具体的数据为，在标普500中排名市值规模前10的股票权重已经上升到33.1%，在他们身后的40只股票权重则下降到了35.8%，这一数据达到了60年代以来的最高水平，远超千禧年的互联网泡沫时期。除此而外，在市盈率、市值加权指数方面，这些排名前10的股票与股市内的股票形成了非常明显的差距，这一状况在近30年的时间里也只在互联网泡沫时期出现过。再加上从资金分布情况来看，互联网泡沫时期的股市甚至比当前的股市更加“均衡”，因此自2023年第一季度以来，即使仍然有主动投资者选择在继续加仓Mag7，但加仓的强度出现了明显放缓的趋势。大部分的投资者已经开始将Mag7的股票分为三六九等，只有Meta和Alphabet继续被普遍看多，其他股票都被评级为低配——你看，这刚好对应上了上文两位头部分析师的市场建议。 也有声音认为，大佬们大手笔的抛售Mag7的股票，可能是想要带动股市的活跃度，从而降低IPO市场不活跃所带来的潜在影响。一个侧面例证是，贝索斯在2022年到2023年之间没有出售任何亚马逊股票，小扎上一次减持股票也需要追溯到2021年11月之前。摩根大通的首席执行官Jamie Dimon、阿波罗资管的联合创始人Leon Black也在同期选择了减持股票，交易规模也分别达到1.5亿美元和1.728亿美元。此时考虑到2024年美国股市的每月IPO规模已经下降到了80亿美元左右的水平，不及2021年大放水时代的一半，不少人相信大佬们在同一时间线上选择减持股票并不是巧合，更像是在推动“资本市场的流动性”以及“增加投资组合的多样性”。但很多人对此观点进行了坚决驳斥，理由是有足够的数据表明，当前的股市已经很难再为普通人造富。分析师Lyn Alden通过计算发现，20年前全美资本市场结构是，最富有的前10%持有77%的公司股票与基金份额，中产阶级持有12%，剩下50%的基层持有1%——而到今天，最富有的那10%已经拿下了92.5%的市场份额。Campden Wealth在去年年底发布的一份报告被反复提及。去年他们对全北美范围内的330家家族办公室进行了调研，发现他们流向股票市场以及非公开资本市场的比重，分别为28.5%和29.2%——这是自他们进行调研以来，后者首次超过前者。换句话说，相当数量的人相信，大佬们对Mag7股票的出售就是江湖医生做搭桥手术——没安好心——不是在精准逃顶，就在为将来的股价崩盘提前准备。人人豪赌Mag7当然了，我也看到了相当数量的从业者力挺Mag7。例如知名投行阿默普莱斯投资策略主管Shane Oliver就认为，泡沫化归泡沫化，但与互联网泡沫时期相比完全就是两码事，32倍PE与100倍PE有着本质上的区别。他放出了一句狠话，“泡沫，只是你用来解释自己为什么错过牛市的理由”。所以我认为有必要通过13F文件，再了解一下谁在购入英伟达，作为最后的彩蛋：在2024年Q2季度，加仓英伟达的机构投资者超过100家，其中最大幅度的加仓来自瑞典商业银行 (PUBL)，他们将投资组合中的英伟达比重提高到了11.13%，超过了微软，稍低于博通Broadcom、应用材料AMAT、沃尔玛。值得注意的是，这是瑞典商业银行 (PUBL)自2023年Q4季度开始投资活动，首次购买英伟达股票，也是该季度唯一大手笔买入的国外买家。其他在该季度首次购买英伟达股票的机构投资者基本都来自美国，例如复兴投资集团（RENAISSANCE INVESTMENT GROUP）、瑟斯顿、斯普林格、米勒、赫德和蒂塔克（Thurston, Springer, Miller, Herd & Titak）、Lynx Investment Advisory等，而他们的投资组合里也同样的高频出现了微软、博通、苹果。","news_type":1},"isVote":1,"tweetType":1,"viewCount":683,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":242160926503192,"gmtCreate":1700142538694,"gmtModify":1700142540338,"author":{"id":"3571878542336118","authorId":"3571878542336118","name":"CoconutAD","avatar":"https://static.tigerbbs.com/b232640c8327fd4a428fb36f01ed9721","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571878542336118","authorIdStr":"3571878542336118"},"themes":[],"htmlText":"不能再有道理 👌👍","listText":"不能再有道理 👌👍","text":"不能再有道理 👌👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/242160926503192","repostId":"2383471268","repostType":2,"repost":{"id":"2383471268","pubTimestamp":1700134252,"share":"https://www.laohu8.com/m/news/2383471268?lang=&edition=full","pubTime":"2023-11-16 19:30","market":"hk","language":"zh","title":"专注长期投入=放弃短期盈利？投资者对蔚来是否要保持更多耐心？","url":"https://stock-news.laohu8.com/highlight/detail?id=2383471268","media":"金融界","summary":"近期，关于蔚来经营的信息引发行业热议，主要涉及蔚来居高的投入，以及暂时的亏损。持续的研发投入，是蔚来在技术、产品和服务等方面持续健康发展的根源。这一权威鉴定也正式表明，蔚来的整车品质已属于世界一流水准。从市场的反馈结果来看，蔚来在30万元以上的高端纯电动市场已经具备了引领优势。","content":"<html><body><div>\n<p>近期，关于<a href=\"https://laohu8.com/S/NIO\">蔚来</a>经营的信息引发行业热议，主要涉及<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>居高的投入，以及暂时的亏损。</p><p>这些关于蔚来的争议，看似给人很强的压迫感，但其实，无论是蔚来用户还是投资者，更需透过现象看本质，厘清蔚来当下的亏损是“无底洞式的烧钱”，还是能实现核心技术积累的“战略性亏损”？</p><p>在笔者看来，蔚来属于后者。</p><p><strong>五年超</strong><strong>300</strong><strong>亿元研发投入</strong><strong>，只为更好的用户体验</strong></p><p>对于新能源汽车行业而言，研发高投入、产品强周期一直是这个赛道的生存逻辑。</p><p>有数据统计，过去五年多，蔚来仅在研发领域的投入就已超300亿元， 其研发与生产机构广泛分布在上海、合肥、北京、南京、深圳、杭州、圣何塞、慕尼黑、牛津、柏林、布达佩斯以及新加坡等地，积累的授权专利数量超7600件，远超其他新势力公司。蔚来实际上是在坚持把钱花在刀刃上，绝非值得抨击的所谓“热点”。持续的研发投入，是蔚来在技术、产品和服务等方面持续健康发展的根源。</p><p>从技术端来看，“蔚来技术全栈”包括了芯片和车载<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>硬件、电池系统、电驱及高压系统、车辆工程、整车全域操作系统、全景互联、智能驾驶、智能座舱、智慧能源、智能制造、人工智能和全球数字运营等12项关键技术领域，满足了蔚来在智能、电动、汽车，产品、服务、社区，多品牌、多平台、多区域三个维度、九大要素的研发和运营需求。</p><p>业内人士称，蔚来强大的技术壁垒也在不断强化着它的产品竞争力。但不可避免的是，选择全栈自研需要大量资金投入和人员引入，无疑会加大成本。面对行业趋势与长期发展，蔚来毫不犹豫地选择了坚持全栈自研，直面迎接市场化竞争。</p><p>从整车制造来看，正是基于其将多项世界领先的全自动智能设备和高柔性生产制造工艺引入生产车间，蔚来可以在满足多达近360万种个性化配置组合的情况下，从用户下单到整车下线仅需14天，精准突破了传统大规模生产和个性化定制的矛盾局限，蔚来第二先进制造基地也被称作“新一代汽车智造的样板工厂”，有效提高了整车交付率与客户满意度。</p><p><img src=\"http://img.jrjimg.cn/2023/11/16/ec0645eb2ac93dc2711c2b0c9644c389.jpeg\"/></p><p>蔚来的效率与品质并非“不可兼得”。从品质认可度来看，今年7月，蔚来有两款车获得全球最权威安全测试机构之一Euro NCAP欧盟新车安全评鉴协会五星安全评级（2023新规）；今年10月，蔚来又有一款车获得该新规下的五星安全评级。这一权威鉴定也正式表明，蔚来的整车品质已属于世界一流水准。</p><p><img src=\"http://img.jrjimg.cn/2023/11/16/6932652e786f9b89b725e70ee8c6436e.png\"/></p><p>从补能服务体系来看，截至11月14日，蔚来已在全球布局2,112座换电站、3,397座充电站、19,813根充电桩，并接入第三方充电桩超过1,460,000根，已累计为用户提供超过3,200万次换电服务。便利的充换电设施，让蔚来用户享受到了“加电比加油更方便”的补能体验。</p><p>从市场的反馈结果来看，蔚来在30万元以上的高端纯电动市场已经具备了引领优势。最新数据显示，今年以来，蔚来在30万以上高端纯电车市场市占率超40%；同时，在与老牌<a href=\"https://laohu8.com/S/DLX\">豪华</a>车企的竞争中，蔚来增速同样遥遥领先，其今年前10个月的销量增速达到40.2%，远远甩开老牌豪华车企的增速。数据显示，排在第二至第四位的分别是奥迪、宝马、奔驰，增速分别为6.7%、3.6%、1.7%，这说明，蔚来正在以更快的增长速度，引领中国汽车品牌高端化的发展。</p><p><img src=\"http://img.jrjimg.cn/2023/11/16/632af7c7937436f436d29604b261b239.jpeg\"/></p><p>正是在这种持之以恒的坚定投入下，蔚来一步步打造了先进、优质的产品、完善的基础设施服务、高端的底层技术全栈，真正践行了李斌口中提到的，“只要把你的产品做对、体验做好、服务做好，就会有支持你的用户，这个行业真正的竞争对手是自己。”</p><p><strong>为</strong><strong>谋</strong><strong>长远发展</strong><strong>，</strong><strong>蔚来</strong><strong>始终</strong><strong>保持更多耐心</strong></p><p>因此，在笔者看来，对于坚守长期主义的企业而言，短期的亏损其实并不足以过分渲染，我们需要透过表面的亏损，更多看到重视自研的企业背后的积累与成绩。</p><p>试想一下，当初<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在成立之后也一直亏了16年之久，在2017年净亏损更是超过22亿美元（超160亿元），而从2018年二季度开始，特斯拉亏损收窄，到2020年实现了全年盈利。如果市场对其没有更多的包容度和耐心，特斯拉何以成就如今的“凤凰涅槃”和全球地位。</p><p>笔者相信，坚守研发投入，在技术、产品、制造、服务等方面持续下苦功夫，且坚持不打价格战的蔚来，最终能带来含金量更高的交付量，真正筑牢自身的价格体系与品牌口碑，在不久的未来打赢这场盈利翻身仗。</p>\n<div>\n<p><span>关键词阅读：</span>蔚来汽车 \n</p>\n<div>\r\n            责任编辑：张奇\r\n          </div>\n</div>\n</div></body></html>","source":"jinrongjie_highlight","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>专注长期投入=放弃短期盈利？投资者对蔚来是否要保持更多耐心？</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专注长期投入=放弃短期盈利？投资者对蔚来是否要保持更多耐心？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-16 19:30 北京时间&nbsp;&nbsp;&nbsp;<a href=https://usstock.jrj.com.cn/2023/11/16193038448102.shtml><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近期，关于蔚来经营的信息引发行业热议，主要涉及蔚来居高的投入，以及暂时的亏损。这些关于蔚来的争议，看似给人很强的压迫感，但其实，无论是蔚来用户还是投资者，更需透过现象看本质，厘清蔚来当下的亏损是“无底洞式的烧钱”，还是能实现核心技术积累的“战略性亏损”？在笔者看来，蔚来属于后者。五年超300亿元研发投入，只为更好的用户体验对于新能源汽车行业而言，研发高投入、产品强周期一直是这个赛道的生存逻辑。有...</p>\n\n<a href=\"https://usstock.jrj.com.cn/2023/11/16193038448102.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"http://imgcloud.jrjimg.cn/2023/11/16/ec0645eb2ac93dc2711c2b0c9644c389.jpeg","relate_stocks":{"BK4509":"腾讯概念","BK1588":"回港中概股","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4588":"碎股","BK1119":"汽车制造商","BK4526":"热门中概股","09866":"蔚来-SW","NIO":"蔚来","BK4574":"无人驾驶","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","NIO.SI":"蔚来","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4555":"新能源车"},"source_url":"https://usstock.jrj.com.cn/2023/11/16193038448102.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2383471268","content_text":"近期，关于蔚来经营的信息引发行业热议，主要涉及蔚来居高的投入，以及暂时的亏损。这些关于蔚来的争议，看似给人很强的压迫感，但其实，无论是蔚来用户还是投资者，更需透过现象看本质，厘清蔚来当下的亏损是“无底洞式的烧钱”，还是能实现核心技术积累的“战略性亏损”？在笔者看来，蔚来属于后者。五年超300亿元研发投入，只为更好的用户体验对于新能源汽车行业而言，研发高投入、产品强周期一直是这个赛道的生存逻辑。有数据统计，过去五年多，蔚来仅在研发领域的投入就已超300亿元， 其研发与生产机构广泛分布在上海、合肥、北京、南京、深圳、杭州、圣何塞、慕尼黑、牛津、柏林、布达佩斯以及新加坡等地，积累的授权专利数量超7600件，远超其他新势力公司。蔚来实际上是在坚持把钱花在刀刃上，绝非值得抨击的所谓“热点”。持续的研发投入，是蔚来在技术、产品和服务等方面持续健康发展的根源。从技术端来看，“蔚来技术全栈”包括了芯片和车载智能硬件、电池系统、电驱及高压系统、车辆工程、整车全域操作系统、全景互联、智能驾驶、智能座舱、智慧能源、智能制造、人工智能和全球数字运营等12项关键技术领域，满足了蔚来在智能、电动、汽车，产品、服务、社区，多品牌、多平台、多区域三个维度、九大要素的研发和运营需求。业内人士称，蔚来强大的技术壁垒也在不断强化着它的产品竞争力。但不可避免的是，选择全栈自研需要大量资金投入和人员引入，无疑会加大成本。面对行业趋势与长期发展，蔚来毫不犹豫地选择了坚持全栈自研，直面迎接市场化竞争。从整车制造来看，正是基于其将多项世界领先的全自动智能设备和高柔性生产制造工艺引入生产车间，蔚来可以在满足多达近360万种个性化配置组合的情况下，从用户下单到整车下线仅需14天，精准突破了传统大规模生产和个性化定制的矛盾局限，蔚来第二先进制造基地也被称作“新一代汽车智造的样板工厂”，有效提高了整车交付率与客户满意度。蔚来的效率与品质并非“不可兼得”。从品质认可度来看，今年7月，蔚来有两款车获得全球最权威安全测试机构之一Euro NCAP欧盟新车安全评鉴协会五星安全评级（2023新规）；今年10月，蔚来又有一款车获得该新规下的五星安全评级。这一权威鉴定也正式表明，蔚来的整车品质已属于世界一流水准。从补能服务体系来看，截至11月14日，蔚来已在全球布局2,112座换电站、3,397座充电站、19,813根充电桩，并接入第三方充电桩超过1,460,000根，已累计为用户提供超过3,200万次换电服务。便利的充换电设施，让蔚来用户享受到了“加电比加油更方便”的补能体验。从市场的反馈结果来看，蔚来在30万元以上的高端纯电动市场已经具备了引领优势。最新数据显示，今年以来，蔚来在30万以上高端纯电车市场市占率超40%；同时，在与老牌豪华车企的竞争中，蔚来增速同样遥遥领先，其今年前10个月的销量增速达到40.2%，远远甩开老牌豪华车企的增速。数据显示，排在第二至第四位的分别是奥迪、宝马、奔驰，增速分别为6.7%、3.6%、1.7%，这说明，蔚来正在以更快的增长速度，引领中国汽车品牌高端化的发展。正是在这种持之以恒的坚定投入下，蔚来一步步打造了先进、优质的产品、完善的基础设施服务、高端的底层技术全栈，真正践行了李斌口中提到的，“只要把你的产品做对、体验做好、服务做好，就会有支持你的用户，这个行业真正的竞争对手是自己。”为谋长远发展，蔚来始终保持更多耐心因此，在笔者看来，对于坚守长期主义的企业而言，短期的亏损其实并不足以过分渲染，我们需要透过表面的亏损，更多看到重视自研的企业背后的积累与成绩。试想一下，当初特斯拉在成立之后也一直亏了16年之久，在2017年净亏损更是超过22亿美元（超160亿元），而从2018年二季度开始，特斯拉亏损收窄，到2020年实现了全年盈利。如果市场对其没有更多的包容度和耐心，特斯拉何以成就如今的“凤凰涅槃”和全球地位。笔者相信，坚守研发投入，在技术、产品、制造、服务等方面持续下苦功夫，且坚持不打价格战的蔚来，最终能带来含金量更高的交付量，真正筑牢自身的价格体系与品牌口碑，在不久的未来打赢这场盈利翻身仗。\n\n关键词阅读：蔚来汽车 \n\n\r\n            责任编辑：张奇","news_type":1},"isVote":1,"tweetType":1,"viewCount":1125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":242071148978264,"gmtCreate":1700110509591,"gmtModify":1700110511064,"author":{"id":"3571878542336118","authorId":"3571878542336118","name":"CoconutAD","avatar":"https://static.tigerbbs.com/b232640c8327fd4a428fb36f01ed9721","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571878542336118","authorIdStr":"3571878542336118"},"themes":[],"htmlText":"必须的必！","listText":"必须的必！","text":"必须的必！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/242071148978264","repostId":"241930890489960","repostType":1,"repost":{"id":241930890489960,"gmtCreate":1700101435488,"gmtModify":1700101436473,"author":{"id":"3486526861498606","authorId":"3486526861498606","name":"蹦米","avatar":"https://static.tigerbbs.com/ff26f8664831735bb29461d17dec2dac","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3486526861498606","authorIdStr":"3486526861498606"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$&nbsp;</a><v-v data-views=\"1\"></v-v>加油","listText":"<a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$&nbsp;</a><v-v data-views=\"1\"></v-v>加油","text":"$蔚来-SW(09866)$ 加油","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/241930890489960","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":238883507601656,"gmtCreate":1699348064588,"gmtModify":1699349907163,"author":{"id":"3571878542336118","authorId":"3571878542336118","name":"CoconutAD","avatar":"https://static.tigerbbs.com/b232640c8327fd4a428fb36f01ed9721","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571878542336118","authorIdStr":"3571878542336118"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a>dang!!! 在高端EV band NIO 可以守住4K+ 每周的销量对标BBA等（XPENG，LI&nbsp;等属于买不起豪车的大众穷人电车不配横向比较），NIO IS GETTING BIG,UNSTOPPABLE. 其它陪跑的品牌已经无法阻挡蔚来的爆发。Let's fucking goooooooooo 🔥&nbsp;","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a>dang!!! 在高端EV band NIO 可以守住4K+ 每周的销量对标BBA等（XPENG，LI&nbsp;等属于买不起豪车的大众穷人电车不配横向比较），NIO IS GETTING BIG,UNSTOPPABLE. 其它陪跑的品牌已经无法阻挡蔚来的爆发。Let's fucking goooooooooo 🔥&nbsp;","text":"$NIO Inc.(NIO)$ dang!!! 在高端EV band NIO 可以守住4K+ 每周的销量对标BBA等（XPENG，LI 等属于买不起豪车的大众穷人电车不配横向比较），NIO IS GETTING BIG,UNSTOPPABLE. 其它陪跑的品牌已经无法阻挡蔚来的爆发。Let's fucking goooooooooo 🔥","images":[{"img":"https://static.tigerbbs.com/dd13bc4d116162154b27ed80df871ddf","width":"690","height":"1227"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/238883507601656","isVote":1,"tweetType":1,"viewCount":3778,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3536142996032783","authorId":"3536142996032783","name":"要发大财","avatar":"https://static.tigerbbs.com/fbd1210e2edb777618933696509f591f","crmLevel":4,"crmLevelSwitch":0,"idStr":"3536142996032783","authorIdStr":"3536142996032783"},"content":"看来蔚来F2工厂的直播，太先进了，里面需要的人工比传统工厂少了很多，这次组织效率提升，裁员10%，我觉得都裁少了。蔚来销售算很好了，高端纯电市场占比60%，而且很明显的成长拐点已经出现。耐心等待企业价值成长创造的过程。","text":"看来蔚来F2工厂的直播，太先进了，里面需要的人工比传统工厂少了很多，这次组织效率提升，裁员10%，我觉得都裁少了。蔚来销售算很好了，高端纯电市场占比60%，而且很明显的成长拐点已经出现。耐心等待企业价值成长创造的过程。","html":"看来蔚来F2工厂的直播，太先进了，里面需要的人工比传统工厂少了很多，这次组织效率提升，裁员10%，我觉得都裁少了。蔚来销售算很好了，高端纯电市场占比60%，而且很明显的成长拐点已经出现。耐心等待企业价值成长创造的过程。"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":238531444801704,"gmtCreate":1699262061091,"gmtModify":1699262115477,"author":{"id":"3571878542336118","authorId":"3571878542336118","name":"CoconutAD","avatar":"https://static.tigerbbs.com/b232640c8327fd4a428fb36f01ed9721","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571878542336118","authorIdStr":"3571878542336118"},"themes":[],"htmlText":"<a 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