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Larry骨灰级信仰者

Larry骨灰级信仰者

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IP属地：天津

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Larry骨灰级信仰者

2022-10-18

哈哈哈哈哈哈哈，牛笔

李斌：特斯拉如果不改进产品和服务，很快会被市场淘汰

Larry骨灰级信仰者

2022-02-02

$好未来(TAL)$好未来北京培优高中也没了[流泪]

Larry骨灰级信仰者

2022-01-27

$高途(GOTU)$《双减》最后一句高中参照执行，这半年的整治精力都用在了k9上，现在k9管的差不多了，果然这把大刀还是不会放过高中的...想来也是，如此浩大的工程留这么一块灰色地带对谁都是恶心...至于成人业务，招生量有限加市场庞大的竞争，前景更是不容乐观。且看吧，至于股票，那更是愿赌服输了，也算是有幸见证了[胜利]

Larry骨灰级信仰者

2022-01-12

$高途(GOTU)$已经1月12号了，2021年Q3的财报还不发嘛...

Larry骨灰级信仰者

2021-12-20

$高途(GOTU)$Q3的财报该发了吧[汗颜] 拉总别怕...已经这样了、我们根本不在乎是不是再腰斩一下子，就是想看看财报...大胆一点，发吧[抠鼻]

Larry骨灰级信仰者

2021-12-02

$云音乐(09899)$总资产79亿，总负债160亿。净利润负38亿，现金流也拉胯...参考腾讯音乐[正经]

Larry骨灰级信仰者

2021-12-02

$高途(GOTU)$各位，可能第二次“双减”又要来了...安好[抱拳]

Larry骨灰级信仰者

2021-11-19

回复 @精力充沛的老韭菜:此生不碰赌毒 [得意]//@精力充沛的老韭菜:我信你个鬼。好赌跟好色都一样哈。

@lil jay see:$哔哩哔哩(BILI)$此生不碰中概股

Larry骨灰级信仰者

2021-11-18

$哔哩哔哩(BILI)$爱奇艺高低还有一个百度撑腰，你是纯纯割用户韭菜阿

Larry骨灰级信仰者

2021-11-17

$滴滴(DIDI)$估摸着也就这个月了，再没个结果可真的有点说不过去了[笑哭]

Larry骨灰级信仰者

2021-09-22

$高途(GOTU)$唉...我这个82的成本跑不跑都没有意义了，还没亏到根儿的兄弟们撤吧，无了……开盘狂泄给个痛快？[生气]

Larry骨灰级信仰者

2021-09-13

这种恰饭文，直接删帖了

@鱼三:不是说医美在涨吗？新氧昨晚暴跌，我人都木了！

Larry骨灰级信仰者

2021-09-08

$高途(GOTU)$连“录播”这一条路也被封了，那后期具体的执行是怎么说呢？比如禁止周六日节假日提供学科类回放服务？

Larry骨灰级信仰者

2021-09-01

$尚德机构(STG)$吓我一跳，我以为4毛变7块了，原来合股了[喷血] [喷血] [喷血]

Larry骨灰级信仰者

2021-08-23

胡说！6张ppt呢？[愤怒]

@寒月客:$恒大汽车(00708)$再跌个95%我仍然觉得贵，啥都没有就是个骗子。

Larry骨灰级信仰者

2021-08-04

$精锐教育(ONE)$毛票警告了，赶紧拉一手[惊讶]

Larry骨灰级信仰者

2021-07-28

$高途(GOTU)$兄弟们，我们已经亏的很惨了，不要和国家大势作对了。 Gt现在这个价格想博反弹的可以到文思一楼看看裁员离职盛况，或者问问公司里的朋友，这一波大浪过去还剩几个中心[流泪]

Larry骨灰级信仰者

2021-07-23

$贝壳(BEKE)$今天的中概股跌穿是因“双减”正式落地，教育股直接死偷了，新东方，学而思，高途全没了直接。中概股的信誉再次打折，资本也看到了中国政府对双减的决心，几千字的教培市场，说杀就杀，房地产真到了那个地步，也不是不可以

Larry骨灰级信仰者

2021-07-23

$高途(GOTU)$$好未来(TAL)$$新东方(EDU)$谁出来辟个谣啊[流泪] [流泪] [流泪] [流泪]

Larry骨灰级信仰者

2021-07-21

$高途(GOTU)$高低不论，拉总这手牛笔，今天怎么着也拉10个点表示表示吧[得意] [得意] [得意]

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If they don’t improve their products fast enough or don’t provide good services, they will quickly be pushed out of the market.</b></blockquote><p><b>进军德国是为啥？</b></p><p>李斌开门见山，就是要成为一个全球性的品牌。</p><p><a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>创始人称，已经做好了技术准备和战略规划，就是要为“成为全球品牌”而前进，蔚来会在当地建立蔚来中心，为用户提供合适的产品。</p><p>但目前在德国，蔚来提供的产品还不是直接销售汽车，而是通过租赁的方式。</p><p>更早之前，李斌在发布会上说，在调研后发现德国企业用车市场存在机会，蔚来以只租不卖的方式，最合适。</p><p>德国是全球汽车的发明之地，更是传统豪强的故乡，李斌对德国车企有100%的敬意。</p><p>他说德国车企的销量目前是蔚来的20倍，自己从这些巨头身上学到了很多。</p><p><img src=\"https://static.tigerbbs.com/fc4fa0f56e1ee29ca48e71b67053eb2a\" tg-width=\"550\" tg-height=\"294\" referrerpolicy=\"no-referrer\"/></p><p>但蔚来并非没有优势。</p><p>蔚来的优势是年轻（笑），以及产品面向未来打造。比如最新的旗舰车型ET7，配备了激光雷达和高清摄像头等多传感器，让驾驶和座舱都有了不一样的体验。</p><p>另外，蔚来还是用户导向型体验，从用户需求出发去提供产品和服务，比如换电方案，还有<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>驾驶的订阅服务等等。</p><p>李斌强调，蔚来不仅仅是一家造车公司，蔚来已经在中国建立起了一个车主社区，打算在德国也建一个。</p><p><img src=\"https://static.tigerbbs.com/fac7ae364de234c74b096be6fc6095b6\" tg-width=\"550\" tg-height=\"339\" referrerpolicy=\"no-referrer\"/></p><p><b>斌言斌语评价特斯拉</b></p><p>那如何评价电动车友商特斯拉？因为李斌说也有进军美国的计划。</p><p>相比对德国燃油车企表现出的敬意，李斌对特斯拉的认可并非100%。</p><p>一方面，李斌认为特斯拉值得尊敬，特别是在技术研发、生产制造效率和成本控制等方面。</p><p>但更重要的一方面，李斌认为蔚来与特斯拉有很大的不同。</p><p>“特斯拉重视技术，在汽车工业从燃油向电动转换进程中功不可没，但现在依然面临很大压力，如果不改进产品和服务，会很快被市场淘汰。”</p><p>李斌强调，蔚来是用户导向型企业，技术对蔚来很重要，但会更关注用户。</p><p><img src=\"https://static.tigerbbs.com/0509bfcbd5db9b248afe138f4cb1dade\" tg-width=\"550\" tg-height=\"547\" referrerpolicy=\"no-referrer\"/></p><p>蔚来CEO还被问及如何评价特斯拉CEO马斯克，他打了个比方：</p><p>我会直接跟用户交流，而不是发个推弄个公告通知。</p><p>“显然我是做得更好的那一个。”</p><blockquote>Besides, I’m the better dancer…</blockquote><p>李斌还表示，虽然现如今蔚来还不是一家盈利公司，原因是在基础平台建设上花费投入资源，但相比特斯拉用时16年才盈利，蔚来会好得多。</p><p><img src=\"https://static.tigerbbs.com/aceed36c874ae58db7152ad88da2d12c\" tg-width=\"550\" tg-height=\"292\" referrerpolicy=\"no-referrer\"/></p><p>至于何时进军特斯拉大本营美国，李斌给出的时间表是2025年年底。</p><p>但目前美国已经颁发了《降低通胀法案》，不利于外国汽车制造商生产和进入，蔚来或许会进一步观望一番。</p><p>李斌还谈到了更多的目标，比如到2030年，能够跻身全球车企TOP5.</p><p>但这种计划还需要借助子品牌，蔚来前不久已经释放了代号ALPS（阿尔卑斯）的进展，这是一个传说中的子品牌：产品价格更低，两年内上市。</p><p>蔚来要以更低的价格，更大规模的量产销售，赢取更多市场。</p><p><img src=\"https://static.tigerbbs.com/2ddb0d659263553f4055045a4ef04bfa\" tg-width=\"550\" tg-height=\"560\" referrerpolicy=\"no-referrer\"/></p><p>目前蔚来月交付徘徊在万台左右。最近的9月，蔚来新车交付量为10878台，第三季度新车交付量为31607台，同比增长29.3%，创下季度交付量历史新高。截止目前，蔚来新车已累计交付249504台。</p><p>而作为对比，特斯拉同样在9月，仅中国市场就完成了8.3万台的月度交付。同样是2022年第三季度，特斯拉全球生产了超过36.5万辆车，交付了超过34.3万辆车。</p></body></html>","source":"lsy1611665793971","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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李斌：特斯拉如果不改进产品和服务，很快会被市场淘汰\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-18 13:26 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tech/csj/2022-10-18/doc-imqmmthc1278379.shtml><strong>智能车参考</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文/曹原好嘛，斌哥又high了。这不蔚来刚在柏林开了一场进军德国的发布会，用租赁的方式开启德国落地，在车企巨头之乡秀肌肉。斌言斌语自然也不能少，果然被老外摆了一道，随口就要李斌评价一下汽车友商们。对德国车企，斌哥完全respect，认为奔驰和大众等老牌车厂是他学习的榜样，是这些车企塑造了汽车制造产业链。但对电动车友商特斯拉，斌哥的respect就不是100%的了，一方面坦承特斯拉在技术和制造研发上...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/csj/2022-10-18/doc-imqmmthc1278379.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/feebf0ff4401232c3ecc332f566f18e0","relate_stocks":{"TSLA":"特斯拉","NIO":"蔚来"},"source_url":"https://finance.sina.com.cn/tech/csj/2022-10-18/doc-imqmmthc1278379.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173533160","content_text":"文/曹原好嘛，斌哥又high了。这不蔚来刚在柏林开了一场进军德国的发布会，用租赁的方式开启德国落地，在车企巨头之乡秀肌肉。斌言斌语自然也不能少，果然被老外摆了一道，随口就要李斌评价一下汽车友商们。对德国车企，斌哥完全respect，认为奔驰和大众等老牌车厂是他学习的榜样，是这些车企塑造了汽车制造产业链。但对电动车友商特斯拉，斌哥的respect就不是100%的了，一方面坦承特斯拉在技术和制造研发上的地位，另一方面也把不服之意表达在言语之间——如果特斯拉不在产品和服务上提升，很快就会被市场淘汰。Tesla is under pressure. If they don’t improve their products fast enough or don’t provide good services, they will quickly be pushed out of the market.进军德国是为啥？李斌开门见山，就是要成为一个全球性的品牌。蔚来创始人称，已经做好了技术准备和战略规划，就是要为“成为全球品牌”而前进，蔚来会在当地建立蔚来中心，为用户提供合适的产品。但目前在德国，蔚来提供的产品还不是直接销售汽车，而是通过租赁的方式。更早之前，李斌在发布会上说，在调研后发现德国企业用车市场存在机会，蔚来以只租不卖的方式，最合适。德国是全球汽车的发明之地，更是传统豪强的故乡，李斌对德国车企有100%的敬意。他说德国车企的销量目前是蔚来的20倍，自己从这些巨头身上学到了很多。但蔚来并非没有优势。蔚来的优势是年轻（笑），以及产品面向未来打造。比如最新的旗舰车型ET7，配备了激光雷达和高清摄像头等多传感器，让驾驶和座舱都有了不一样的体验。另外，蔚来还是用户导向型体验，从用户需求出发去提供产品和服务，比如换电方案，还有智能驾驶的订阅服务等等。李斌强调，蔚来不仅仅是一家造车公司，蔚来已经在中国建立起了一个车主社区，打算在德国也建一个。斌言斌语评价特斯拉那如何评价电动车友商特斯拉？因为李斌说也有进军美国的计划。相比对德国燃油车企表现出的敬意，李斌对特斯拉的认可并非100%。一方面，李斌认为特斯拉值得尊敬，特别是在技术研发、生产制造效率和成本控制等方面。但更重要的一方面，李斌认为蔚来与特斯拉有很大的不同。“特斯拉重视技术，在汽车工业从燃油向电动转换进程中功不可没，但现在依然面临很大压力，如果不改进产品和服务，会很快被市场淘汰。”李斌强调，蔚来是用户导向型企业，技术对蔚来很重要，但会更关注用户。蔚来CEO还被问及如何评价特斯拉CEO马斯克，他打了个比方：我会直接跟用户交流，而不是发个推弄个公告通知。“显然我是做得更好的那一个。”Besides, I’m the better dancer…李斌还表示，虽然现如今蔚来还不是一家盈利公司，原因是在基础平台建设上花费投入资源，但相比特斯拉用时16年才盈利，蔚来会好得多。至于何时进军特斯拉大本营美国，李斌给出的时间表是2025年年底。但目前美国已经颁发了《降低通胀法案》，不利于外国汽车制造商生产和进入，蔚来或许会进一步观望一番。李斌还谈到了更多的目标，比如到2030年，能够跻身全球车企TOP5.但这种计划还需要借助子品牌，蔚来前不久已经释放了代号ALPS（阿尔卑斯）的进展，这是一个传说中的子品牌：产品价格更低，两年内上市。蔚来要以更低的价格，更大规模的量产销售，赢取更多市场。目前蔚来月交付徘徊在万台左右。最近的9月，蔚来新车交付量为10878台，第三季度新车交付量为31607台，同比增长29.3%，创下季度交付量历史新高。截止目前，蔚来新车已累计交付249504台。而作为对比，特斯拉同样在9月，仅中国市场就完成了8.3万台的月度交付。同样是2022年第三季度，特斯拉全球生产了超过36.5万辆车，交付了超过34.3万辆车。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1552,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":633333934,"gmtCreate":1643740209239,"gmtModify":1643740209239,"author":{"id":"3574155569403938","authorId":"3574155569403938","name":"Larry骨灰级信仰者","avatar":"https://static.tigerbbs.com/0a60474abeed527158f721c498491c35","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574155569403938","authorIdStr":"3574155569403938"},"themes":[],"htmlText":"<a 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