添妙的个人主页 - 老虎社区

添妙

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IP属地：北京

687关注

14粉丝

20主题

0勋章

2021-06-15

美股好，港股好，还是哪个市场好？

2021-09-09

智能

智能机器人，小鹏、小米、特斯拉谁是“头号玩家”

2021-03-26

$哔哩哔哩-SW(09626)$最近打新就中，中了就破发，运气真好

2021-06-16

买热门股票打新，打不到，垃圾股打新，一打就着，这是什么世道？

2021-06-13

中美关系错综复杂，一天一变，每时每刻影响着股市，我们随时被大浪推到浪尖，也有可能被拍在沙滩上。

2021-05-19

不用说也是

抱歉，原内容已删除

2021-04-22

以前没有注意到，现在抽电子烟的还真不少。是时尚还是什么真好抽，不知道啊

2021-04-13

定力不够，风吹草动，吓得了不得

2021-03-26

帝国主义对中国的打压是理所当然的，是必然的，不同的意识形态，不同的价值观，不同的世界观造成的。HM事件不是能说明问题吗。

2021-08-27

业绩不错

【犀牛之星港股早报】小鹏汽车-W第二季度收入同比增加536.66%至37.61亿元；药明康德股东Summer Bloom已合计减持约1498.92万股套现19

2021-08-18

牛掰

药明康德H股遭贝莱德减持37.28万股套现逾6000亿港元

2021-06-18

老虎🐯7周年，财源滚滚

2021-04-07

我不相信百度一直让我亏着，早晚要翻身

2021-01-27

港股打新刚开始就要进入尾声，股没打着，手续费不菲

2021-09-02

为什么

全球持有宁德时代最多的基金连续减持！小摩也砍仓

2021-08-03

涨涨跌跌常态

抱歉，原内容已删除

2021-06-09

复盘，就是重复过去，看看未来

2021-06-02

股市忽红忽绿，就跟过山车一样，这个心情挣钱真的是不容易呀，靠它吃饭可以吗？

2021-05-31

股市中，也是弱肉强食，使自己强大起来是硬道理

2021-05-30

始终也混了一段时间了，亏了不卖，涨了才卖，看谁熬得过谁？

去老虎APP查看更多动态

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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1df7963e53018be748c4e95a0f61ce78","relate_stocks":{"TSLA":"特斯拉","XPEV":"小鹏汽车","01810":"小米集团-W","09868":"小鹏汽车-W"},"source_url":"http://www.eeo.com.cn/2021/0908/503899.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124848367","content_text":"倪远韵/文小鹏汽车似乎深谙互联网营销的精髓。自9月6日发布官方微博预告吊足大众胃口之后，9月7日，小鹏汽车正式公布生态企业新成员鹏行智能，并发布了首款智能机器马第三代原型机，内部代号为“小白龙”。\n\n按照小鹏官方的说法，这是全球首款可骑乘的智能机器马，属于仿生机器人的范畴，可以满足小朋友的骑乘需求，也能作为短距交通运输的助手，完成运送快递等工作。机器马采用了四足机器人架构设计，机体与关节能够模仿小马“前膝后肘”、“直膝行走”的行走步态，外观神似“羊驼”，头部形态则近似于常见的智能交互机器人，可通过脸部屏幕表达情感，并拥有触觉感知。\n\n介绍称，作为“智慧交通工具”，该款智能机器马融合了小鹏汽车全栈自研的智能驾驶技术，采用视觉加激光雷达的感知系统，具备自主运动、目标跟随、自动避障等功能。\n创始人何小鹏随后在朋友圈发文表示，如果说智能汽车是智能智造的皇冠，那么智能机器人将是机器智能的皇冠。开发该机器马的小鹏汽车生态企业“鹏行智能”是小鹏汽车第二个重度生态公司。\n从智能汽车到飞行汽车再到四足机器人，小鹏汽车对于未来出行边界的探索越来越“科幻化”。\n花开三朵，各表一枝\n这并非是汽车科技领域企业首次发布智能机器人产品。8月10日雷军在年度演讲的最后带来了“one more thing”——小米首款仿生四足机器人“铁蛋”（英文名：CyberDog）。\n\n据了解，CyberDog仿生四足机器搭载高精度环境感知系统，全身11个高精度传感器向AI大脑实时传输信息，让它可以感知图像、光线、距离、速度、声音等环境信息，还原更真实的生物反应。\n按照小米官方说法，“铁蛋”的部分算法基于开源社区，小米也将设立“小米开源社区”，做技术回馈。据内部员工透露，“铁蛋”从构想到发布耗时仅十个月左右，可侧面管窥小米的研发速度与整合供应链的能力，这也是外界对小米汽车研发颇为关注的原因之一。现在，这款标价9999元的“小狗”正积极地开展全国巡游，登陆各地小米门店，与大众互动。\n\n小米还未唱罢，同月马斯克就在大洋彼岸的 “特斯拉AI日”活动上推出了人形机器人“Tesla Bot”，并称特斯拉已经是“世界上最大的机器人公司”。据介绍，这款机器人将使用已应用于特斯拉汽车的传感器、摄像头、神经网络等技术，来实现自主导航。\n\n同时，特斯拉已着手制造这款机器人可以使用的部件，该机器人将利用DOJO超级计算机的训练机制来改进功能，原型预计于明年问世。\n无论是“期货”还是初代产品，发布智能机器人似乎正在成为汽车科技领域“新玩家”们讲述的一个“新故事”。这正在演变为一个新的潮流趋势，在长远生态布局之外的当下，能够为资 本和品牌形象提供新的“抓手”，并牢牢贴上“极客”的科技标签，从而完成一次高端占位。\n再次叩响的“灵魂”拷问\n目光拉回到3个月前的一则企业并购信息，据韩联社报道，6月22日现代汽车集团表示，已从日本软银集团手中收购了波士顿动力公司80%的股份。\n这是郑义宣就任集团会长以来进行的首次大规模企业并购。具体来看，郑义宣投资2490亿韩元（约合人民币14.2亿元）私人财产收购波士顿动力20%的股份，现代汽车及其子公司现代摩比斯和现代Glovis分持该公司30%、20%和10%的股份。由此，现代汽车持有波士顿动力80%，软银持有20%的股份。\n\n被收购的美国波士顿动力公司是全球机器人开发领域的“领头羊”，也是不少人心中“逆天机器人”的代名词。波士顿动力1992年拆分于麻省理工学院（MIT），曾为谷歌的母公司Alphabet所有，核心产品包括机器狗“Spot”、直立行走机器人“ATLAS”和可负重23公斤的机器人“Stretch”等。\n其中网红产品“Spot”，是机器狗中无出其右的明星“品种”，也是小米新发布的“铁蛋”机器狗、SONY推出的“Aibo”机械狗、腾讯推出的“Jamoca”和“Max”机械狗等的老前辈。\n\n一家传统车企收购头部机器人公司，其中深意或许能在上汽董事长陈虹的一段发言中找到线索，“上汽很难接受单一一家供应商为上汽提供整体的解决方案。这就好比有一家公司为我们提供整体的解决方案，如此一来，它就成了灵魂，而上汽就成了躯体。对于这样的结果，上汽是不能接受的，要把灵魂掌握在自己手中。”\n\n这段广为媒体传播的“灵魂论”，被解读为智能时代传统车企的焦虑——不能是只懂制造的“代工厂”，沦为科技巨头人工智能落地的“载体”，因为未来能主导汽车产业发展的企业，需要以人工智能为核心，出行服务为落脚点，用户思维为导向。\n本质上，一台能实现完全自动驾驶的智能汽车的终极形态，可能就是一个汽车形状的“机器人”；而这样的智能出行企业，大概率也更易造出其他类型的机器人，一方面有完备的智能生产线供应链的支持，另一方面人工智能等核心技术如语音识别、图像识别、自动驾驶等或可平移复用。\n这也与马斯克在2021年Q1财报电话会上说的，“我认为从长远来看，人们会将特斯拉视为一家人工智能机器人公司”不谋而合。\n\n变革之际，科技巨头有机会颠覆过往游戏规则“操控”传统车企，传统车企也有机会进化蜕变成为更加综合的智能制造企业。\n早在2020年初，现代汽车曾公布未来5年向包括个人飞行器（Personal Air Vehicle）、机器人、最后一英里移动出行（Last Mile Mobility）等领域投资100万亿韩元（约合人民币5.5千亿元）的计划。入主波士顿动力，现代集团或意在强化未来竞赛的主动权。\n\n现代2011 TIGER概念机器车\n这场传统车企与科技巨头的博弈背后，则是围绕人工智能产业人才日渐白热化的竞争。可以预见，越来越多的人才将奔赴这片流淌着奶与蜜的应许之地——\n理想汽车当前自动驾驶团队有300人，年底将翻倍至600人；小鹏汽车自动驾驶软、硬件以及配套基础设施团队总人数年底将超1500人；蔚来汽车自动驾驶团队规模年底或将扩大至800人；华为年底智能驾驶团队将达2000人；小米汽车雷军则亲自下场发微博急聘500位自动驾驶技术精英……\n\n从左至右：奥迪2016月球车、雷克萨斯2017悬浮滑板\n新一轮科技革命大潮和产业变革中，更多车企在优化、迭代核心车型产品之余，正在掀起一场各类机器智能“酷产品”的“神仙打架”，不止于“新势力”，一场拥抱未来的狂欢号角已经吹响。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2019,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":816703470,"gmtCreate":1630531293990,"gmtModify":1630531293990,"author":{"id":"3572316555418384","authorId":"3572316555418384","name":"添妙","avatar":"https://static.tigerbbs.com/cf8ae7ccb208f1ed134eaa6f48aa881b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"为什么","listText":"为什么","text":"为什么","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/816703470","repostId":"1122287133","repostType":2,"repost":{"id":"1122287133","pubTimestamp":1630499770,"share":"https://www.laohu8.com/m/news/1122287133?lang=&edition=full","pubTime":"2021-09-01 20:36","market":"sh","language":"zh","title":"全球持有宁德时代最多的基金连续减持！小摩也砍仓","url":"https://stock-news.laohu8.com/highlight/detail?id=1122287133","media":"中国基金报","summary":"面对目前宁德时代的股价，到底是该离场还是坚守，这个问题只有事后回望才一目了然。","content":"<div>\n<p>见习记者／格林\n9月第一个交易日，年内主线“宁组合”剧烈颠簸。\n截至收盘宁德时代股价跌1.24%，盘中一度跌超过4%。 宁组合纷纷下挫。截至收盘，wind显示，宁组合跌1.06%。其中，成分股阳光电源，三安光电跌幅分别超过9.66%、6.66%，隆基股份、亿纬锂能跌幅也都在4%以上。\n宁德时代中报业绩喜人。即便如此，前期凌厉涨势下，有市场人士认为股价已充分兑现业绩增长。\n动力电池龙头宁德时代股价...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/FqPO1vq0uze7l-dZd-JjpQ\">Web Link</a>\n\n</div>\n","source":"lsy1567690956989","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>全球持有宁德时代最多的基金连续减持！小摩也砍仓</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全球持有宁德时代最多的基金连续减持！小摩也砍仓\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-01 20:36 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/FqPO1vq0uze7l-dZd-JjpQ><strong>中国基金报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>见习记者／格林\n9月第一个交易日，年内主线“宁组合”剧烈颠簸。\n截至收盘宁德时代股价跌1.24%，盘中一度跌超过4%。 宁组合纷纷下挫。截至收盘，wind显示，宁组合跌1.06%。其中，成分股阳光电源，三安光电跌幅分别超过9.66%、6.66%，隆基股份、亿纬锂能跌幅也都在4%以上。\n宁德时代中报业绩喜人。即便如此，前期凌厉涨势下，有市场人士认为股价已充分兑现业绩增长。\n动力电池龙头宁德时代股价...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/FqPO1vq0uze7l-dZd-JjpQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/50d1cd8a3476fe11ffad7c881167e082","relate_stocks":{"300750":"宁德时代"},"source_url":"https://mp.weixin.qq.com/s/FqPO1vq0uze7l-dZd-JjpQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122287133","content_text":"见习记者／格林\n9月第一个交易日，年内主线“宁组合”剧烈颠簸。\n截至收盘宁德时代股价跌1.24%，盘中一度跌超过4%。 宁组合纷纷下挫。截至收盘，wind显示，宁组合跌1.06%。其中，成分股阳光电源，三安光电跌幅分别超过9.66%、6.66%，隆基股份、亿纬锂能跌幅也都在4%以上。\n宁德时代中报业绩喜人。即便如此，前期凌厉涨势下，有市场人士认为股价已充分兑现业绩增长。\n动力电池龙头宁德时代股价是否到了阶段性高点？作为基金重仓股，基民、股民是否感受到了一丝丝寒意？\n\n这些问题，全球持有宁德时代最多的公募基金用实际行动给出了答案。\n持有宁德时代最多的公募基金连续两月减持\n此前，中国证券报援引数据指出，全球持有宁德时代最多的公募基金并不属于国内的基金公司，而是德国资管巨头安联投资旗下的安联神州A股基金。截至6月30日，这只基金持有宁德时代约39.42亿元。尽管它的持有量不及私募股权巨头高瓴，但超过了其它公募基金产品，是全球持有宁德时代最多的单只公募基金产品。\n基金君9月1日查询晨星数据发现，全球持有宁德时代最多的公募基金已经连续两月减持宁德时代，并且每个月的减持的股份数均超过其持仓总量的10%。\n晨星数据显示，截至7月底，安联神州A股基金的第一大重仓股即为宁德时代。选择了新能源赛道，这只基金2020年以来，净值和份额齐升，成为海外规模最大的中国股票基金，最新规模约775.8亿元人民币，与“坤坤”的易方达蓝筹不相上下。\n来源：晨星\n7月安联神州基金减持宁德时代股份数15.04%，  而6月它已减持宁德时代超过10%。这不仅令人好奇，连续两个月减持是准备彻底离场还是暂时“恐高”？  基金经理黄瑞麒最近的一次采访透露了些许线索。\n他在接受采访时提到，投资A股新能源车行业已经成为行业共识。黄瑞麒说，新能源车行业没有泡沫，高估值是有支撑的。目前来看，新能源车行业增长速度与未来体量都很值得期待。不过，新能源车产业链的不同环节也面临着不同的经营环境。尤其是，动力电池龙头企业的市场占有率很高，他们具备很强的议价能力。\n虽然看好行业的发展前景，但是黄瑞麟还是选择了连续两月砍仓宁德时代。机构投资者一般不对外评价个股。另一欧洲资管机构中国股票负责人介绍，他一般会比较自己算出的目标股价和目前股价，如果股价已经涨过目标价，又没有新的利好消息支持股票进一步上涨。他可能会选择减仓。  他认为安联神州A股基金减持宁德时代也有类似“恐高“的因素。\n摩根大通不谋而合\n不谋而合，摩根大通旗下的A股基金7月也减持了宁德时代。这只基金最新规模约512.33元人民币，也是海外规模较大中国股票基金。7月它减持宁德时代幅度达15.32%。 减持宁德时代之外，它还减持了中国平安。7月它小幅加仓了五粮液。\n来源：晨星\n重仓特斯拉的科技股捕手“加仓”\n并非所有的外资基金都在砍仓，因为重仓特斯拉一战成名的爱尔兰资管巨头“柏基”旗下基金6月就小幅加仓了宁德时代。柏基旗下多只基金持有宁德时代。6月，柏基旗下基金还加仓了阿里巴巴、腾讯、美团。这只基金暂未公布7月底的基金持仓。7月，它是不是依然在加仓宁德时代不得而知。\n来源：晨星\n这边券商给出了宁德时代2060年的营收预测，那边资金却用脚投票给出了自己的答案。Wind 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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智能机器人，小鹏、小米、特斯拉谁是“头号玩家”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-09 11:56 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.eeo.com.cn/2021/0908/503899.shtml><strong>经济观察报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>倪远韵/文小鹏汽车似乎深谙互联网营销的精髓。自9月6日发布官方微博预告吊足大众胃口之后，9月7日，小鹏汽车正式公布生态企业新成员鹏行智能，并发布了首款智能机器马第三代原型机，内部代号为“小白龙”。\n\n按照小鹏官方的说法，这是全球首款可骑乘的智能机器马，属于仿生机器人的范畴，可以满足小朋友的骑乘需求，也能作为短距交通运输的助手，完成运送快递等工作。机器马采用了四足机器人架构设计，机体与关节能够模仿...</p>\n\n<a href=\"http://www.eeo.com.cn/2021/0908/503899.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1df7963e53018be748c4e95a0f61ce78","relate_stocks":{"TSLA":"特斯拉","XPEV":"小鹏汽车","01810":"小米集团-W","09868":"小鹏汽车-W"},"source_url":"http://www.eeo.com.cn/2021/0908/503899.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124848367","content_text":"倪远韵/文小鹏汽车似乎深谙互联网营销的精髓。自9月6日发布官方微博预告吊足大众胃口之后，9月7日，小鹏汽车正式公布生态企业新成员鹏行智能，并发布了首款智能机器马第三代原型机，内部代号为“小白龙”。\n\n按照小鹏官方的说法，这是全球首款可骑乘的智能机器马，属于仿生机器人的范畴，可以满足小朋友的骑乘需求，也能作为短距交通运输的助手，完成运送快递等工作。机器马采用了四足机器人架构设计，机体与关节能够模仿小马“前膝后肘”、“直膝行走”的行走步态，外观神似“羊驼”，头部形态则近似于常见的智能交互机器人，可通过脸部屏幕表达情感，并拥有触觉感知。\n\n介绍称，作为“智慧交通工具”，该款智能机器马融合了小鹏汽车全栈自研的智能驾驶技术，采用视觉加激光雷达的感知系统，具备自主运动、目标跟随、自动避障等功能。\n创始人何小鹏随后在朋友圈发文表示，如果说智能汽车是智能智造的皇冠，那么智能机器人将是机器智能的皇冠。开发该机器马的小鹏汽车生态企业“鹏行智能”是小鹏汽车第二个重度生态公司。\n从智能汽车到飞行汽车再到四足机器人，小鹏汽车对于未来出行边界的探索越来越“科幻化”。\n花开三朵，各表一枝\n这并非是汽车科技领域企业首次发布智能机器人产品。8月10日雷军在年度演讲的最后带来了“one more thing”——小米首款仿生四足机器人“铁蛋”（英文名：CyberDog）。\n\n据了解，CyberDog仿生四足机器搭载高精度环境感知系统，全身11个高精度传感器向AI大脑实时传输信息，让它可以感知图像、光线、距离、速度、声音等环境信息，还原更真实的生物反应。\n按照小米官方说法，“铁蛋”的部分算法基于开源社区，小米也将设立“小米开源社区”，做技术回馈。据内部员工透露，“铁蛋”从构想到发布耗时仅十个月左右，可侧面管窥小米的研发速度与整合供应链的能力，这也是外界对小米汽车研发颇为关注的原因之一。现在，这款标价9999元的“小狗”正积极地开展全国巡游，登陆各地小米门店，与大众互动。\n\n小米还未唱罢，同月马斯克就在大洋彼岸的 “特斯拉AI日”活动上推出了人形机器人“Tesla Bot”，并称特斯拉已经是“世界上最大的机器人公司”。据介绍，这款机器人将使用已应用于特斯拉汽车的传感器、摄像头、神经网络等技术，来实现自主导航。\n\n同时，特斯拉已着手制造这款机器人可以使用的部件，该机器人将利用DOJO超级计算机的训练机制来改进功能，原型预计于明年问世。\n无论是“期货”还是初代产品，发布智能机器人似乎正在成为汽车科技领域“新玩家”们讲述的一个“新故事”。这正在演变为一个新的潮流趋势，在长远生态布局之外的当下，能够为资 本和品牌形象提供新的“抓手”，并牢牢贴上“极客”的科技标签，从而完成一次高端占位。\n再次叩响的“灵魂”拷问\n目光拉回到3个月前的一则企业并购信息，据韩联社报道，6月22日现代汽车集团表示，已从日本软银集团手中收购了波士顿动力公司80%的股份。\n这是郑义宣就任集团会长以来进行的首次大规模企业并购。具体来看，郑义宣投资2490亿韩元（约合人民币14.2亿元）私人财产收购波士顿动力20%的股份，现代汽车及其子公司现代摩比斯和现代Glovis分持该公司30%、20%和10%的股份。由此，现代汽车持有波士顿动力80%，软银持有20%的股份。\n\n被收购的美国波士顿动力公司是全球机器人开发领域的“领头羊”，也是不少人心中“逆天机器人”的代名词。波士顿动力1992年拆分于麻省理工学院（MIT），曾为谷歌的母公司Alphabet所有，核心产品包括机器狗“Spot”、直立行走机器人“ATLAS”和可负重23公斤的机器人“Stretch”等。\n其中网红产品“Spot”，是机器狗中无出其右的明星“品种”，也是小米新发布的“铁蛋”机器狗、SONY推出的“Aibo”机械狗、腾讯推出的“Jamoca”和“Max”机械狗等的老前辈。\n\n一家传统车企收购头部机器人公司，其中深意或许能在上汽董事长陈虹的一段发言中找到线索，“上汽很难接受单一一家供应商为上汽提供整体的解决方案。这就好比有一家公司为我们提供整体的解决方案，如此一来，它就成了灵魂，而上汽就成了躯体。对于这样的结果，上汽是不能接受的，要把灵魂掌握在自己手中。”\n\n这段广为媒体传播的“灵魂论”，被解读为智能时代传统车企的焦虑——不能是只懂制造的“代工厂”，沦为科技巨头人工智能落地的“载体”，因为未来能主导汽车产业发展的企业，需要以人工智能为核心，出行服务为落脚点，用户思维为导向。\n本质上，一台能实现完全自动驾驶的智能汽车的终极形态，可能就是一个汽车形状的“机器人”；而这样的智能出行企业，大概率也更易造出其他类型的机器人，一方面有完备的智能生产线供应链的支持，另一方面人工智能等核心技术如语音识别、图像识别、自动驾驶等或可平移复用。\n这也与马斯克在2021年Q1财报电话会上说的，“我认为从长远来看，人们会将特斯拉视为一家人工智能机器人公司”不谋而合。\n\n变革之际，科技巨头有机会颠覆过往游戏规则“操控”传统车企，传统车企也有机会进化蜕变成为更加综合的智能制造企业。\n早在2020年初，现代汽车曾公布未来5年向包括个人飞行器（Personal Air Vehicle）、机器人、最后一英里移动出行（Last Mile Mobility）等领域投资100万亿韩元（约合人民币5.5千亿元）的计划。入主波士顿动力，现代集团或意在强化未来竞赛的主动权。\n\n现代2011 TIGER概念机器车\n这场传统车企与科技巨头的博弈背后，则是围绕人工智能产业人才日渐白热化的竞争。可以预见，越来越多的人才将奔赴这片流淌着奶与蜜的应许之地——\n理想汽车当前自动驾驶团队有300人，年底将翻倍至600人；小鹏汽车自动驾驶软、硬件以及配套基础设施团队总人数年底将超1500人；蔚来汽车自动驾驶团队规模年底或将扩大至800人；华为年底智能驾驶团队将达2000人；小米汽车雷军则亲自下场发微博急聘500位自动驾驶技术精英……\n\n从左至右：奥迪2016月球车、雷克萨斯2017悬浮滑板\n新一轮科技革命大潮和产业变革中，更多车企在优化、迭代核心车型产品之余，正在掀起一场各类机器智能“酷产品”的“神仙打架”，不止于“新势力”，一场拥抱未来的狂欢号角已经吹响。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2019,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":356992063,"gmtCreate":1616747361352,"gmtModify":1616747361352,"author":{"id":"3572316555418384","authorId":"3572316555418384","name":"添妙","avatar":"https://static.tigerbbs.com/cf8ae7ccb208f1ed134eaa6f48aa881b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09626\">$哔哩哔哩-SW(09626)$</a>最近打新就中，中了就破发，运气真好","listText":"<a 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08:38","market":"us","language":"zh","title":"【犀牛之星港股早报】小鹏汽车-W第二季度收入同比增加536.66%至37.61亿元；药明康德股东Summer Bloom已合计减持约1498.92万股 套现19","url":"https://stock-news.laohu8.com/highlight/detail?id=2162997012","media":"犀牛之星","summary":"【重磅要闻】交付量创季度新高 小鹏汽车-W 第二季度收入同比增加536.66%至37.61亿元李氏大药厂 中期股东应占溢利21.55亿港元 同比增加2122.3%华润啤酒 拟进军中国白酒市场中国平安 对华夏幸福相关投资资产计提资产减值合共359亿元百度集团-SW ：百度App月活跃用户数于7月突破6亿盈转亏 山东黄金 中期归属于上市公司股东的净亏损约13.63亿元药明康德 股东Summer Blo","content":"<html><body><article><p>【重磅要闻】</p><p>交付量创季度新高 <a href=\"https://laohu8.com/S/09868\">小鹏汽车-W</a> 第二季度收入同比增加536.66%至37.61亿元</p><p><a href=\"https://laohu8.com/S/00950\">李氏大药厂</a> 中期股东应占溢利21.55亿港元 同比增加2122.3%</p><p><a href=\"https://laohu8.com/S/00291\">华润啤酒</a> 拟进军中国白酒市场</p><p><a href=\"https://laohu8.com/S/601318\">中国平安</a> 对<a href=\"https://laohu8.com/S/600340\">华夏幸福</a>相关投资<span>资产</span>计提资产减值合共359亿元</p><p><a href=\"https://laohu8.com/S/09888\">百度集团-SW</a> ：<a href=\"https://laohu8.com/S/BIDU\">百度</a>App月活跃用户数于7月突破6亿</p><p>盈转亏 <a href=\"https://laohu8.com/S/600547\">山东黄金</a> 中期归属于上市公司股东的净亏损约13.63亿元</p><p><a href=\"https://laohu8.com/S/WX\">药明康德</a> 股东Summer Bloom已合计减持约1498.92万股 套现19.45亿元</p><p>【财务数据】</p><p><a href=\"https://laohu8.com/S/02318\">中国平安</a> 中期归母<span>净利润</span>580.05亿元 同比下降15.55%</p><p>扭亏为盈 <a href=\"https://laohu8.com/S/00857\">中国石油股份</a> 上半年归母净利润530.37亿元</p><p><a href=\"https://laohu8.com/S/02019\">德信中国</a> 上半年收入130.7亿元 同比增长68.5%</p><p><a href=\"https://laohu8.com/S/601336\">新华保险</a> 上半年归属股东的净利润同比增28.33%至105.46亿元</p><p><a href=\"https://laohu8.com/S/00083\">信和置业</a> 年度股东应占溢利同比增长471.43%至96.46亿港元 拟派末期息每股41港仙</p><p><a href=\"https://laohu8.com/S/00489\">东风集团股份</a> 中期股东应占溢利同比增长136.87%至86.29亿元 拟每股派特息0.4元</p><p><a href=\"https://laohu8.com/S/600837\">海通证券</a> 上半年股东应占利润同比增加49%至81.7亿元</p><p>盈利能力保持稳定 <a href=\"https://laohu8.com/S/03380\">龙光集团</a> 中期股东应占核心利润约55.8亿元 有信心完成2021年全年销售目标</p><p><a href=\"https://laohu8.com/S/01816\">中广核电力</a> 中期归母净利润约54.98亿元 同比增长5.63%</p><p>年度每股派息共83港仙 TST PROPERTIES 年度股东应占溢利同比增长489%至53.05亿港元</p><p><a href=\"https://laohu8.com/S/601811\">新华文轩</a> 上半年发行业务收入40.7亿元</p><p><a href=\"https://laohu8.com/S/06066\">中信建投证券</a> 中期归母净利同比减少1.08%至45.29亿元</p><p>中期股息每股8港仙 <a href=\"https://laohu8.com/S/01093\">石药集团</a> 中期股东应占溢利同比增加32.3%至30.63亿元</p><p><a href=\"https://laohu8.com/S/02313\">申洲国际</a> 中期归母净利同比下降约11.4%至22.26亿元 每股派1.06港元</p><p><a href=\"https://laohu8.com/S/000488\">晨鸣纸业</a> 中期归母净利同比增长291.44%至20.21亿元</p><p><a href=\"https://laohu8.com/S/01164\">中广核矿业</a> 上半年营业额同比增加约99%至18.45亿港元</p><p>发电量较大幅度增长 <a href=\"https://laohu8.com/S/00579\">京能清洁能源</a> 中期股东应占溢利同比增长14.9%至14.88亿元</p><p><a href=\"https://laohu8.com/S/601788\">光大证券</a> 上半年归母净利润同比增加5.13%至22.62亿元</p><p><a href=\"https://laohu8.com/S/601298\">青岛港</a> 上半年归母净利同比增加7.6%至21.66亿元</p><p><a href=\"https://laohu8.com/S/00119\">保利置业集团</a> 中期股东应占溢利同比增长100.77%至16.63亿港元<a href=\"https://laohu8.com/S/00337\">绿地香港</a> 中期净利增46%至14.27亿元</p><p><a href=\"https://laohu8.com/S/01848\">中国飞机租赁</a> ：中飞租上半年总收入13.06亿元</p><p><a href=\"https://laohu8.com/S/03692\">翰森制药</a> 中期股东应占溢利12.91亿元 同比增加5.63%</p><p>总资产突破千亿港元 <a href=\"https://laohu8.com/S/00165\">中国光大控股</a> 中期股东应占盈利同比增长133%至17.81亿港元 每股派28港仙</p><p>中期息每股14港仙 <a href=\"https://laohu8.com/S/00116\">周生生</a> 上半年股东应占溢利同比增154%至5.36亿港元</p><p>【发行收购】</p><p><a href=\"https://laohu8.com/S/03618\">重庆农村商业银行</a> 发行40亿元债券</p><p>用于员工持股计划 中国平安 拟使用50亿-100亿元<span>回购</span>A股</p><p><a href=\"https://laohu8.com/S/00151\">中国旺旺</a> 8月26日斥1101.46万港元回购209.9万股</p><p><a href=\"https://laohu8.com/S/06098\">碧桂园服务</a> 8月26日斥2.82亿港元回购469万股</p><p><a href=\"https://laohu8.com/S/01821\">ESR</a> 8月26日斥1716.2万港元回购72.04万股</p><p><a href=\"https://laohu8.com/S/06837\">海通证券</a> 拟吸收合并上海泽春投资公司</p><p><a href=\"https://laohu8.com/S/002460\">赣锋锂业</a> ：上海赣锋正式要约收购Bacanora</p><p><a href=\"https://laohu8.com/S/03309\">希玛眼科</a> 拟成立合资公司及向药监局申请OK镜在中国注册</p><p>【其他】</p><p><a href=\"https://laohu8.com/S/HCM\">和黄医药</a> 启动一项呋喹替尼联合替雷利珠单抗治疗晚期三阴性乳腺癌或晚期子宫内膜癌患者的Ib/II期临床试验</p><p><a href=\"https://laohu8.com/S/03996\">中国能源建设</a> 附属公司签订青山印尼摩罗哇丽园区拉波塔电厂4号、5号、6号机组燃煤电站PC项目合同</p><p><a href=\"https://laohu8.com/S/688180\">君实生物</a> ：重组人源化抗BLyS单克隆抗体UBP1213sc注射液获得药物临床试验申请受理通知书</p><p><a href=\"https://laohu8.com/S/01952\">云顶新耀-B</a> ：戈沙妥珠单抗用于治疗转移性尿路上皮癌全球3期临床试验在中国完成首例患者给药</p><p><a href=\"https://laohu8.com/S/01302\">先健科技</a> ：IBS可吸收药物洗脱冠脉支架系统获批中国确证性临床</p><p><a href=\"https://laohu8.com/S/01801\">信达生物</a> 将与Bolt共同开发三款治疗肿瘤的抗体-免疫刺激偶联物候选药物</p></article></body></html>","source":"tencent","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>【犀牛之星港股早报】小鹏汽车-W第二季度收入同比增加536.66%至37.61亿元；药明康德股东Summer Bloom已合计减持约1498.92万股 套现19</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【犀牛之星港股早报】小鹏汽车-W第二季度收入同比增加536.66%至37.61亿元；药明康德股东Summer Bloom已合计减持约1498.92万股 套现19\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-27 08:38 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202108270838497c3447ef&s=b><strong>犀牛之星</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【重磅要闻】交付量创季度新高 小鹏汽车-W 第二季度收入同比增加536.66%至37.61亿元李氏大药厂 中期股东应占溢利21.55亿港元 同比增加2122.3%华润啤酒 拟进军中国白酒市场中国平安 对华夏幸福相关投资资产计提资产减值合共359亿元百度集团-SW ：百度App月活跃用户数于7月突破6亿盈转亏 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年度股东应占溢利同比增长471.43%至96.46亿港元 拟派末期息每股41港仙东风集团股份 中期股东应占溢利同比增长136.87%至86.29亿元 拟每股派特息0.4元海通证券 上半年股东应占利润同比增加49%至81.7亿元盈利能力保持稳定 龙光集团 中期股东应占核心利润约55.8亿元 有信心完成2021年全年销售目标中广核电力 中期归母净利润约54.98亿元 同比增长5.63%年度每股派息共83港仙 TST PROPERTIES 年度股东应占溢利同比增长489%至53.05亿港元新华文轩 上半年发行业务收入40.7亿元中信建投证券 中期归母净利同比减少1.08%至45.29亿元中期股息每股8港仙 石药集团 中期股东应占溢利同比增加32.3%至30.63亿元申洲国际 中期归母净利同比下降约11.4%至22.26亿元 每股派1.06港元晨鸣纸业 中期归母净利同比增长291.44%至20.21亿元中广核矿业 上半年营业额同比增加约99%至18.45亿港元发电量较大幅度增长 京能清洁能源 中期股东应占溢利同比增长14.9%至14.88亿元光大证券 上半年归母净利润同比增加5.13%至22.62亿元青岛港 上半年归母净利同比增加7.6%至21.66亿元保利置业集团 中期股东应占溢利同比增长100.77%至16.63亿港元绿地香港 中期净利增46%至14.27亿元中国飞机租赁 ：中飞租上半年总收入13.06亿元翰森制药 中期股东应占溢利12.91亿元 同比增加5.63%总资产突破千亿港元 中国光大控股 中期股东应占盈利同比增长133%至17.81亿港元 每股派28港仙中期息每股14港仙 周生生 上半年股东应占溢利同比增154%至5.36亿港元【发行收购】重庆农村商业银行 发行40亿元债券用于员工持股计划 中国平安 拟使用50亿-100亿元回购A股中国旺旺 8月26日斥1101.46万港元回购209.9万股碧桂园服务 8月26日斥2.82亿港元回购469万股ESR 8月26日斥1716.2万港元回购72.04万股海通证券 拟吸收合并上海泽春投资公司赣锋锂业 ：上海赣锋正式要约收购Bacanora希玛眼科 拟成立合资公司及向药监局申请OK镜在中国注册【其他】和黄医药 启动一项呋喹替尼联合替雷利珠单抗治疗晚期三阴性乳腺癌或晚期子宫内膜癌患者的Ib/II期临床试验中国能源建设 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将与Bolt共同开发三款治疗肿瘤的抗体-免疫刺激偶联物候选药物","news_type":1},"isVote":1,"tweetType":1,"viewCount":1908,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":833493135,"gmtCreate":1629253309527,"gmtModify":1629253650719,"author":{"id":"3572316555418384","authorId":"3572316555418384","name":"添妙","avatar":"https://static.tigerbbs.com/cf8ae7ccb208f1ed134eaa6f48aa881b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"牛掰","listText":"牛掰","text":"牛掰","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/833493135","repostId":"2160850307","repostType":2,"repost":{"id":"2160850307","pubTimestamp":1629246298,"share":"https://www.laohu8.com/m/news/2160850307?lang=&edition=full","pubTime":"2021-08-18 08:24","market":"hk","language":"zh","title":"药明康德H股遭贝莱德减持37.28万股 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href=https://finance.sina.com.cn/stock/hkstock/ggscyd/2021-08-18/doc-ikqciyzm2094582.shtml><strong>新浪港股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2021年8月12日，药明康德H股遭贝莱德在场内以每股均价162.5525港元减持好仓37.28万股，涉资约6059.9万港元。减持后，贝莱德最新持好仓数目为46,603,824股，持仓H股比例由12.08%下降至11.98%。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP</p>\n\n<a href=\"https://finance.sina.com.cn/stock/hkstock/ggscyd/2021-08-18/doc-ikqciyzm2094582.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/88496460f2979fb6bfc7007e44d1e10a","relate_stocks":{"603259":"药明康德","BLK":"贝莱德","02359":"药明康德"},"source_url":"https://finance.sina.com.cn/stock/hkstock/ggscyd/2021-08-18/doc-ikqciyzm2094582.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2160850307","content_text":"2021年8月12日，药明康德H股遭贝莱德在场内以每股均价162.5525港元减持好仓37.28万股，涉资约6059.9万港元。减持后，贝莱德最新持好仓数目为46,603,824股，持仓H股比例由12.08%下降至11.98%。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","news_type":1},"isVote":1,"tweetType":1,"viewCount":2597,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":168180702,"gmtCreate":1623965220406,"gmtModify":1623965220406,"author":{"id":"3572316555418384","authorId":"3572316555418384","name":"添妙","avatar":"https://static.tigerbbs.com/cf8ae7ccb208f1ed134eaa6f48aa881b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"老虎🐯7周年，财源滚滚","listText":"老虎🐯7周年，财源滚滚","text":"老虎🐯7周年，财源滚滚","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/168180702","isVote":1,"tweetType":1,"viewCount":2044,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":343409717,"gmtCreate":1617741205239,"gmtModify":1617741205239,"author":{"id":"3572316555418384","authorId":"3572316555418384","name":"添妙","avatar":"https://static.tigerbbs.com/cf8ae7ccb208f1ed134eaa6f48aa881b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"我不相信百度一直让我亏着，早晚要翻身","listText":"我不相信百度一直让我亏着，早晚要翻身","text":"我不相信百度一直让我亏着，早晚要翻身","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/343409717","isVote":1,"tweetType":1,"viewCount":444,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":313846294,"gmtCreate":1611699103218,"gmtModify":1703752421178,"author":{"id":"3572316555418384","authorId":"3572316555418384","name":"添妙","avatar":"https://static.tigerbbs.com/cf8ae7ccb208f1ed134eaa6f48aa881b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"港股打新刚开始就要进入尾声，股没打着，手续费不菲","listText":"港股打新刚开始就要进入尾声，股没打着，手续费不菲","text":"港股打新刚开始就要进入尾声，股没打着，手续费不菲","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/313846294","isVote":1,"tweetType":1,"viewCount":190,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":816703470,"gmtCreate":1630531293990,"gmtModify":1630531293990,"author":{"id":"3572316555418384","authorId":"3572316555418384","name":"添妙","avatar":"https://static.tigerbbs.com/cf8ae7ccb208f1ed134eaa6f48aa881b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"为什么","listText":"为什么","text":"为什么","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/816703470","repostId":"1122287133","repostType":2,"repost":{"id":"1122287133","pubTimestamp":1630499770,"share":"https://www.laohu8.com/m/news/1122287133?lang=&edition=full","pubTime":"2021-09-01 20:36","market":"sh","language":"zh","title":"全球持有宁德时代最多的基金连续减持！小摩也砍仓","url":"https://stock-news.laohu8.com/highlight/detail?id=1122287133","media":"中国基金报","summary":"面对目前宁德时代的股价，到底是该离场还是坚守，这个问题只有事后回望才一目了然。","content":"<div>\n<p>见习记者／格林\n9月第一个交易日，年内主线“宁组合”剧烈颠簸。\n截至收盘宁德时代股价跌1.24%，盘中一度跌超过4%。 宁组合纷纷下挫。截至收盘，wind显示，宁组合跌1.06%。其中，成分股阳光电源，三安光电跌幅分别超过9.66%、6.66%，隆基股份、亿纬锂能跌幅也都在4%以上。\n宁德时代中报业绩喜人。即便如此，前期凌厉涨势下，有市场人士认为股价已充分兑现业绩增长。\n动力电池龙头宁德时代股价...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/FqPO1vq0uze7l-dZd-JjpQ\">Web Link</a>\n\n</div>\n","source":"lsy1567690956989","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>全球持有宁德时代最多的基金连续减持！小摩也砍仓</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全球持有宁德时代最多的基金连续减持！小摩也砍仓\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-01 20:36 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/FqPO1vq0uze7l-dZd-JjpQ><strong>中国基金报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>见习记者／格林\n9月第一个交易日，年内主线“宁组合”剧烈颠簸。\n截至收盘宁德时代股价跌1.24%，盘中一度跌超过4%。 宁组合纷纷下挫。截至收盘，wind显示，宁组合跌1.06%。其中，成分股阳光电源，三安光电跌幅分别超过9.66%、6.66%，隆基股份、亿纬锂能跌幅也都在4%以上。\n宁德时代中报业绩喜人。即便如此，前期凌厉涨势下，有市场人士认为股价已充分兑现业绩增长。\n动力电池龙头宁德时代股价...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/FqPO1vq0uze7l-dZd-JjpQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/50d1cd8a3476fe11ffad7c881167e082","relate_stocks":{"300750":"宁德时代"},"source_url":"https://mp.weixin.qq.com/s/FqPO1vq0uze7l-dZd-JjpQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122287133","content_text":"见习记者／格林\n9月第一个交易日，年内主线“宁组合”剧烈颠簸。\n截至收盘宁德时代股价跌1.24%，盘中一度跌超过4%。 宁组合纷纷下挫。截至收盘，wind显示，宁组合跌1.06%。其中，成分股阳光电源，三安光电跌幅分别超过9.66%、6.66%，隆基股份、亿纬锂能跌幅也都在4%以上。\n宁德时代中报业绩喜人。即便如此，前期凌厉涨势下，有市场人士认为股价已充分兑现业绩增长。\n动力电池龙头宁德时代股价是否到了阶段性高点？作为基金重仓股，基民、股民是否感受到了一丝丝寒意？\n\n这些问题，全球持有宁德时代最多的公募基金用实际行动给出了答案。\n持有宁德时代最多的公募基金连续两月减持\n此前，中国证券报援引数据指出，全球持有宁德时代最多的公募基金并不属于国内的基金公司，而是德国资管巨头安联投资旗下的安联神州A股基金。截至6月30日，这只基金持有宁德时代约39.42亿元。尽管它的持有量不及私募股权巨头高瓴，但超过了其它公募基金产品，是全球持有宁德时代最多的单只公募基金产品。\n基金君9月1日查询晨星数据发现，全球持有宁德时代最多的公募基金已经连续两月减持宁德时代，并且每个月的减持的股份数均超过其持仓总量的10%。\n晨星数据显示，截至7月底，安联神州A股基金的第一大重仓股即为宁德时代。选择了新能源赛道，这只基金2020年以来，净值和份额齐升，成为海外规模最大的中国股票基金，最新规模约775.8亿元人民币，与“坤坤”的易方达蓝筹不相上下。\n来源：晨星\n7月安联神州基金减持宁德时代股份数15.04%，  而6月它已减持宁德时代超过10%。这不仅令人好奇，连续两个月减持是准备彻底离场还是暂时“恐高”？  基金经理黄瑞麒最近的一次采访透露了些许线索。\n他在接受采访时提到，投资A股新能源车行业已经成为行业共识。黄瑞麒说，新能源车行业没有泡沫，高估值是有支撑的。目前来看，新能源车行业增长速度与未来体量都很值得期待。不过，新能源车产业链的不同环节也面临着不同的经营环境。尤其是，动力电池龙头企业的市场占有率很高，他们具备很强的议价能力。\n虽然看好行业的发展前景，但是黄瑞麟还是选择了连续两月砍仓宁德时代。机构投资者一般不对外评价个股。另一欧洲资管机构中国股票负责人介绍，他一般会比较自己算出的目标股价和目前股价，如果股价已经涨过目标价，又没有新的利好消息支持股票进一步上涨。他可能会选择减仓。  他认为安联神州A股基金减持宁德时代也有类似“恐高“的因素。\n摩根大通不谋而合\n不谋而合，摩根大通旗下的A股基金7月也减持了宁德时代。这只基金最新规模约512.33元人民币，也是海外规模较大中国股票基金。7月它减持宁德时代幅度达15.32%。 减持宁德时代之外，它还减持了中国平安。7月它小幅加仓了五粮液。\n来源：晨星\n重仓特斯拉的科技股捕手“加仓”\n并非所有的外资基金都在砍仓，因为重仓特斯拉一战成名的爱尔兰资管巨头“柏基”旗下基金6月就小幅加仓了宁德时代。柏基旗下多只基金持有宁德时代。6月，柏基旗下基金还加仓了阿里巴巴、腾讯、美团。这只基金暂未公布7月底的基金持仓。7月，它是不是依然在加仓宁德时代不得而知。\n来源：晨星\n这边券商给出了宁德时代2060年的营收预测，那边资金却用脚投票给出了自己的答案。Wind 显示，6月中旬以来，北向资金持有宁德时代的股份数显著降低。\n来源：Wind\n作为公募基金重仓股，深市一哥，宁组合“领衔一哥”，宁德时代的走势牵动无数基民、股民的心。对于投资者来说，面对目前宁德时代的股价，到底是该离场还是坚守，这个问题只有事后回望才一目了然。当前，只能静待市场给出答案。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1087,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":804609710,"gmtCreate":1627952069130,"gmtModify":1627952069130,"author":{"id":"3572316555418384","authorId":"3572316555418384","name":"添妙","avatar":"https://static.tigerbbs.com/cf8ae7ccb208f1ed134eaa6f48aa881b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"涨涨跌跌常态","listText":"涨涨跌跌常态","text":"涨涨跌跌常态","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/804609710","repostId":"1144265431","repostType":2,"isVote":1,"tweetType":1,"viewCount":2040,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":180343208,"gmtCreate":1623191774104,"gmtModify":1623191774104,"author":{"id":"3572316555418384","authorId":"3572316555418384","name":"添妙","avatar":"https://static.tigerbbs.com/cf8ae7ccb208f1ed134eaa6f48aa881b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"复盘，就是重复过去，看看未来","listText":"复盘，就是重复过去，看看未来","text":"复盘，就是重复过去，看看未来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/180343208","isVote":1,"tweetType":1,"viewCount":1892,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":113932775,"gmtCreate":1622590078397,"gmtModify":1622590078397,"author":{"id":"3572316555418384","authorId":"3572316555418384","name":"添妙","avatar":"https://static.tigerbbs.com/cf8ae7ccb208f1ed134eaa6f48aa881b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"&nbsp;股市忽红忽绿，就跟过山车一样，这个心情挣钱真的是不容易呀，靠它吃饭可以吗？","listText":"&nbsp;股市忽红忽绿，就跟过山车一样，这个心情挣钱真的是不容易呀，靠它吃饭可以吗？","text":"股市忽红忽绿，就跟过山车一样，这个心情挣钱真的是不容易呀，靠它吃饭可以吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/113932775","isVote":1,"tweetType":1,"viewCount":1133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":137757563,"gmtCreate":1622411078452,"gmtModify":1622411078452,"author":{"id":"3572316555418384","authorId":"3572316555418384","name":"添妙","avatar":"https://static.tigerbbs.com/cf8ae7ccb208f1ed134eaa6f48aa881b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"股市中，也是弱肉强食，使自己强大起来是硬道理","listText":"股市中，也是弱肉强食，使自己强大起来是硬道理","text":"股市中，也是弱肉强食，使自己强大起来是硬道理","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/137757563","isVote":1,"tweetType":1,"viewCount":626,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":137844733,"gmtCreate":1622339634922,"gmtModify":1622339634922,"author":{"id":"3572316555418384","authorId":"3572316555418384","name":"添妙","avatar":"https://static.tigerbbs.com/cf8ae7ccb208f1ed134eaa6f48aa881b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"&nbsp;始终也混了一段时间了，亏了不卖，涨了才卖，看谁熬得过谁？","listText":"&nbsp;始终也混了一段时间了，亏了不卖，涨了才卖，看谁熬得过谁？","text":"始终也混了一段时间了，亏了不卖，涨了才卖，看谁熬得过谁？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/137844733","isVote":1,"tweetType":1,"viewCount":583,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}