+关注
vincesg
暂无个人介绍
IP属地:海外
22
关注
0
粉丝
4
主题
0
勋章
主贴
热门
vincesg
2021-11-17
烈火烹油啊我喜欢
抱歉,原内容已删除
vincesg
2021-11-06
看好蔚来,但是中概背景,又限制了它的交易活性
@孟浩:【财报前瞻】蔚来不止眼前的利益,还有诗和远方
vincesg
2021-08-18
儿时的梦想要实现了吗
抱歉,原内容已删除
vincesg
2021-07-23
教育股可以理解,其它中概股为毛这么惨啊
抱歉,原内容已删除
vincesg
2021-06-01
我是78年,计划生育第一代,放十年前,量你也不敢这么说
抱歉,原内容已删除
vincesg
2021-03-17
明天要踩踏了,至少20%,口吐鲜血...
抱歉,原内容已删除
vincesg
2021-02-20
关键是 LOL
抱歉,原内容已删除
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3575669952570251","uuid":"3575669952570251","gmtCreate":1612666263714,"gmtModify":1613961121715,"name":"vincesg","pinyin":"vincesg","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/b6ccf2a8121b1e0ae9b9cdf0a90ad013","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":22,"tweetSize":7,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖(非转发)","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":4,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-2","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"资深虎友","description":"加入老虎社区1000天","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.11.04","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"228c86a078844d74991fff2b7ab2428d-1","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资经理虎","description":"证券账户累计交易金额达到10万美元","bigImgUrl":"https://static.tigerbbs.com/c8dfc27c1ee0e25db1c93e9d0b641101","smallImgUrl":"https://static.tigerbbs.com/f43908c142f8a33c78f5bdf0e2897488","grayImgUrl":"https://static.tigerbbs.com/82165ff19cb8a786e8919f92acee5213","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"60.88%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"35ec162348d5460f88c959321e554969-1","templateUuid":"35ec162348d5460f88c959321e554969","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"60.11%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":"海外","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":878928403,"gmtCreate":1637140686801,"gmtModify":1637140686801,"author":{"id":"3575669952570251","authorId":"3575669952570251","name":"vincesg","avatar":"https://static.tigerbbs.com/b6ccf2a8121b1e0ae9b9cdf0a90ad013","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575669952570251","idStr":"3575669952570251"},"themes":[],"htmlText":"烈火烹油啊我喜欢","listText":"烈火烹油啊我喜欢","text":"烈火烹油啊我喜欢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/878928403","repostId":"1158836150","repostType":2,"isVote":1,"tweetType":1,"viewCount":770,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":842259827,"gmtCreate":1636185889886,"gmtModify":1636185889886,"author":{"id":"3575669952570251","authorId":"3575669952570251","name":"vincesg","avatar":"https://static.tigerbbs.com/b6ccf2a8121b1e0ae9b9cdf0a90ad013","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575669952570251","idStr":"3575669952570251"},"themes":[],"htmlText":"看好蔚来,但是中概背景,又限制了它的交易活性","listText":"看好蔚来,但是中概背景,又限制了它的交易活性","text":"看好蔚来,但是中概背景,又限制了它的交易活性","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/842259827","repostId":"842076473","repostType":1,"repost":{"id":842076473,"gmtCreate":1636122762889,"gmtModify":1636177562830,"author":{"id":"58341441844653","authorId":"58341441844653","name":"孟浩","avatar":"https://static.tigerbbs.com/d3af5b59c3e4676ee72cb6e0fea0279b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"58341441844653","idStr":"58341441844653"},"themes":[],"title":"【财报前瞻】蔚来不止眼前的利益,还有诗和远方","htmlText":"这几天最吸引人的莫过于特斯拉的连续多日暴涨,眼瞅着蔚来也要发财报了,这次财报都有哪些看点?能否像特斯拉一样拉起一波新的涨幅?想在这篇文章中跟大家探讨一下。 好了,回归正题,先来简单回顾一下Q2财报 蔚来的营收,交付数据乃至每股收益均超过分析师预期。NIO 在第二季度交付了21896辆汽车,其中交付了4433辆ES8 ,9,935辆 ES6和7,528辆 EC6,同比增长119%,环比增长9.2%然而,在发布如此好的财报数据后,蔚来不涨反跌,归其原因还是蔚来对于3季度的指引不够乐观引发了市场的担忧。蔚来预计Q3交付指引为23000-25000台,环比增长5.5-14.2%;总营收预计介于89.13亿元(约合13.80亿美元)至96.31亿元(约合14.92亿美元)之间,同比增长大约96.9%至112.8%,环比增长约5.5%至14.0%。用李斌的话说,“我们今年的量不会有太多的增加,但我们更看重长期的利益。” 关于蔚来Q3财报,有哪些看点呢 销售数据爆发式增长,Q4怎么样? 在经历了两个月的低迷之后,蔚来在9月高歌猛进,重回新势力销量榜首,蔚来9月一共交付10628台,同比增长125.7%,创月度交付记录达成历史性一刻,第三季度累计交付2.4万辆,与3季度蔚来给予的指引(23000-25000台)一致。具体来看,蔚来ES8的交付量达到了1978台,蔚来ES6的交付量达到了5260台,蔚来EC6的交付量达到了3390台。其中蔚来ES6和蔚来EC6都创造了单月交付记录。在看完3季度交付报告之后,我对蔚来的看法总体上是比较乐观的,像是蔚来的估值主要是销量+预期两个方面吧,销量比较直观,9月的交付数据一改前两个月颓势,短期来看,芯片短缺的问题得以解决,销量涨了,增速涨了,对于未来的预期也会涨。 除此之外,近期又有多种利好,首先“金九银十”,虽然4季度天气比较冷,但是年底一般都是电动","listText":"这几天最吸引人的莫过于特斯拉的连续多日暴涨,眼瞅着蔚来也要发财报了,这次财报都有哪些看点?能否像特斯拉一样拉起一波新的涨幅?想在这篇文章中跟大家探讨一下。 好了,回归正题,先来简单回顾一下Q2财报 蔚来的营收,交付数据乃至每股收益均超过分析师预期。NIO 在第二季度交付了21896辆汽车,其中交付了4433辆ES8 ,9,935辆 ES6和7,528辆 EC6,同比增长119%,环比增长9.2%然而,在发布如此好的财报数据后,蔚来不涨反跌,归其原因还是蔚来对于3季度的指引不够乐观引发了市场的担忧。蔚来预计Q3交付指引为23000-25000台,环比增长5.5-14.2%;总营收预计介于89.13亿元(约合13.80亿美元)至96.31亿元(约合14.92亿美元)之间,同比增长大约96.9%至112.8%,环比增长约5.5%至14.0%。用李斌的话说,“我们今年的量不会有太多的增加,但我们更看重长期的利益。” 关于蔚来Q3财报,有哪些看点呢 销售数据爆发式增长,Q4怎么样? 在经历了两个月的低迷之后,蔚来在9月高歌猛进,重回新势力销量榜首,蔚来9月一共交付10628台,同比增长125.7%,创月度交付记录达成历史性一刻,第三季度累计交付2.4万辆,与3季度蔚来给予的指引(23000-25000台)一致。具体来看,蔚来ES8的交付量达到了1978台,蔚来ES6的交付量达到了5260台,蔚来EC6的交付量达到了3390台。其中蔚来ES6和蔚来EC6都创造了单月交付记录。在看完3季度交付报告之后,我对蔚来的看法总体上是比较乐观的,像是蔚来的估值主要是销量+预期两个方面吧,销量比较直观,9月的交付数据一改前两个月颓势,短期来看,芯片短缺的问题得以解决,销量涨了,增速涨了,对于未来的预期也会涨。 除此之外,近期又有多种利好,首先“金九银十”,虽然4季度天气比较冷,但是年底一般都是电动","text":"这几天最吸引人的莫过于特斯拉的连续多日暴涨,眼瞅着蔚来也要发财报了,这次财报都有哪些看点?能否像特斯拉一样拉起一波新的涨幅?想在这篇文章中跟大家探讨一下。 好了,回归正题,先来简单回顾一下Q2财报 蔚来的营收,交付数据乃至每股收益均超过分析师预期。NIO 在第二季度交付了21896辆汽车,其中交付了4433辆ES8 ,9,935辆 ES6和7,528辆 EC6,同比增长119%,环比增长9.2%然而,在发布如此好的财报数据后,蔚来不涨反跌,归其原因还是蔚来对于3季度的指引不够乐观引发了市场的担忧。蔚来预计Q3交付指引为23000-25000台,环比增长5.5-14.2%;总营收预计介于89.13亿元(约合13.80亿美元)至96.31亿元(约合14.92亿美元)之间,同比增长大约96.9%至112.8%,环比增长约5.5%至14.0%。用李斌的话说,“我们今年的量不会有太多的增加,但我们更看重长期的利益。” 关于蔚来Q3财报,有哪些看点呢 销售数据爆发式增长,Q4怎么样? 在经历了两个月的低迷之后,蔚来在9月高歌猛进,重回新势力销量榜首,蔚来9月一共交付10628台,同比增长125.7%,创月度交付记录达成历史性一刻,第三季度累计交付2.4万辆,与3季度蔚来给予的指引(23000-25000台)一致。具体来看,蔚来ES8的交付量达到了1978台,蔚来ES6的交付量达到了5260台,蔚来EC6的交付量达到了3390台。其中蔚来ES6和蔚来EC6都创造了单月交付记录。在看完3季度交付报告之后,我对蔚来的看法总体上是比较乐观的,像是蔚来的估值主要是销量+预期两个方面吧,销量比较直观,9月的交付数据一改前两个月颓势,短期来看,芯片短缺的问题得以解决,销量涨了,增速涨了,对于未来的预期也会涨。 除此之外,近期又有多种利好,首先“金九银十”,虽然4季度天气比较冷,但是年底一般都是电动","images":[{"img":"https://static.tigerbbs.com/2885798f86e3342498a50730ceab32c1","width":"1182","height":"252"},{"img":"https://static.tigerbbs.com/1e4a0cd93f579301a6c7b1ef9c3e240a","width":"2947","height":"1705"},{"img":"https://static.tigerbbs.com/22acfdba946ffaf5e8cfab1bcf34f378","width":"1918","height":"843"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/842076473","isVote":2,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"vote":{"id":1598,"gmtBegin":1636122931462,"gmtEnd":1636468515596,"type":1,"upper":1,"title":"你看好蔚来吗?","choices":[{"id":5868,"sort":1,"name":"看好","userSize":343,"voted":false},{"id":5869,"sort":2,"name":"不看好","userSize":115,"voted":false}]},"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":833544353,"gmtCreate":1629252088072,"gmtModify":1629252088072,"author":{"id":"3575669952570251","authorId":"3575669952570251","name":"vincesg","avatar":"https://static.tigerbbs.com/b6ccf2a8121b1e0ae9b9cdf0a90ad013","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575669952570251","idStr":"3575669952570251"},"themes":[],"htmlText":"儿时的梦想要实现了吗","listText":"儿时的梦想要实现了吗","text":"儿时的梦想要实现了吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/833544353","repostId":"1118164551","repostType":4,"isVote":1,"tweetType":1,"viewCount":1499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":175781917,"gmtCreate":1627049207739,"gmtModify":1627049207739,"author":{"id":"3575669952570251","authorId":"3575669952570251","name":"vincesg","avatar":"https://static.tigerbbs.com/b6ccf2a8121b1e0ae9b9cdf0a90ad013","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575669952570251","idStr":"3575669952570251"},"themes":[],"htmlText":"教育股可以理解,其它中概股为毛这么惨啊","listText":"教育股可以理解,其它中概股为毛这么惨啊","text":"教育股可以理解,其它中概股为毛这么惨啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/175781917","repostId":"1130594083","repostType":4,"isVote":1,"tweetType":1,"viewCount":2084,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":119425974,"gmtCreate":1622560080198,"gmtModify":1622560080198,"author":{"id":"3575669952570251","authorId":"3575669952570251","name":"vincesg","avatar":"https://static.tigerbbs.com/b6ccf2a8121b1e0ae9b9cdf0a90ad013","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575669952570251","idStr":"3575669952570251"},"themes":[],"htmlText":"我是78年,计划生育第一代,放十年前,量你也不敢这么说","listText":"我是78年,计划生育第一代,放十年前,量你也不敢这么说","text":"我是78年,计划生育第一代,放十年前,量你也不敢这么说","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/119425974","repostId":"1133825764","repostType":4,"isVote":1,"tweetType":1,"viewCount":2186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":324162132,"gmtCreate":1615975627826,"gmtModify":1703495757689,"author":{"id":"3575669952570251","authorId":"3575669952570251","name":"vincesg","avatar":"https://static.tigerbbs.com/b6ccf2a8121b1e0ae9b9cdf0a90ad013","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575669952570251","idStr":"3575669952570251"},"themes":[],"htmlText":"明天要踩踏了,至少20%,口吐鲜血...","listText":"明天要踩踏了,至少20%,口吐鲜血...","text":"明天要踩踏了,至少20%,口吐鲜血...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/324162132","repostId":"1162324833","repostType":4,"isVote":1,"tweetType":1,"viewCount":1710,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360991115,"gmtCreate":1613805325037,"gmtModify":1613805325037,"author":{"id":"3575669952570251","authorId":"3575669952570251","name":"vincesg","avatar":"https://static.tigerbbs.com/b6ccf2a8121b1e0ae9b9cdf0a90ad013","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575669952570251","idStr":"3575669952570251"},"themes":[],"htmlText":"关键是 LOL","listText":"关键是 LOL","text":"关键是 LOL","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360991115","repostId":"1122334705","repostType":4,"isVote":1,"tweetType":1,"viewCount":946,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":175781917,"gmtCreate":1627049207739,"gmtModify":1627049207739,"author":{"id":"3575669952570251","authorId":"3575669952570251","name":"vincesg","avatar":"https://static.tigerbbs.com/b6ccf2a8121b1e0ae9b9cdf0a90ad013","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575669952570251","idStr":"3575669952570251"},"themes":[],"htmlText":"教育股可以理解,其它中概股为毛这么惨啊","listText":"教育股可以理解,其它中概股为毛这么惨啊","text":"教育股可以理解,其它中概股为毛这么惨啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/175781917","repostId":"1130594083","repostType":4,"isVote":1,"tweetType":1,"viewCount":2084,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":119425974,"gmtCreate":1622560080198,"gmtModify":1622560080198,"author":{"id":"3575669952570251","authorId":"3575669952570251","name":"vincesg","avatar":"https://static.tigerbbs.com/b6ccf2a8121b1e0ae9b9cdf0a90ad013","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575669952570251","idStr":"3575669952570251"},"themes":[],"htmlText":"我是78年,计划生育第一代,放十年前,量你也不敢这么说","listText":"我是78年,计划生育第一代,放十年前,量你也不敢这么说","text":"我是78年,计划生育第一代,放十年前,量你也不敢这么说","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/119425974","repostId":"1133825764","repostType":4,"isVote":1,"tweetType":1,"viewCount":2186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":842259827,"gmtCreate":1636185889886,"gmtModify":1636185889886,"author":{"id":"3575669952570251","authorId":"3575669952570251","name":"vincesg","avatar":"https://static.tigerbbs.com/b6ccf2a8121b1e0ae9b9cdf0a90ad013","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575669952570251","idStr":"3575669952570251"},"themes":[],"htmlText":"看好蔚来,但是中概背景,又限制了它的交易活性","listText":"看好蔚来,但是中概背景,又限制了它的交易活性","text":"看好蔚来,但是中概背景,又限制了它的交易活性","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/842259827","repostId":"842076473","repostType":1,"repost":{"id":842076473,"gmtCreate":1636122762889,"gmtModify":1636177562830,"author":{"id":"58341441844653","authorId":"58341441844653","name":"孟浩","avatar":"https://static.tigerbbs.com/d3af5b59c3e4676ee72cb6e0fea0279b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"58341441844653","idStr":"58341441844653"},"themes":[],"title":"【财报前瞻】蔚来不止眼前的利益,还有诗和远方","htmlText":"这几天最吸引人的莫过于特斯拉的连续多日暴涨,眼瞅着蔚来也要发财报了,这次财报都有哪些看点?能否像特斯拉一样拉起一波新的涨幅?想在这篇文章中跟大家探讨一下。 好了,回归正题,先来简单回顾一下Q2财报 蔚来的营收,交付数据乃至每股收益均超过分析师预期。NIO 在第二季度交付了21896辆汽车,其中交付了4433辆ES8 ,9,935辆 ES6和7,528辆 EC6,同比增长119%,环比增长9.2%然而,在发布如此好的财报数据后,蔚来不涨反跌,归其原因还是蔚来对于3季度的指引不够乐观引发了市场的担忧。蔚来预计Q3交付指引为23000-25000台,环比增长5.5-14.2%;总营收预计介于89.13亿元(约合13.80亿美元)至96.31亿元(约合14.92亿美元)之间,同比增长大约96.9%至112.8%,环比增长约5.5%至14.0%。用李斌的话说,“我们今年的量不会有太多的增加,但我们更看重长期的利益。” 关于蔚来Q3财报,有哪些看点呢 销售数据爆发式增长,Q4怎么样? 在经历了两个月的低迷之后,蔚来在9月高歌猛进,重回新势力销量榜首,蔚来9月一共交付10628台,同比增长125.7%,创月度交付记录达成历史性一刻,第三季度累计交付2.4万辆,与3季度蔚来给予的指引(23000-25000台)一致。具体来看,蔚来ES8的交付量达到了1978台,蔚来ES6的交付量达到了5260台,蔚来EC6的交付量达到了3390台。其中蔚来ES6和蔚来EC6都创造了单月交付记录。在看完3季度交付报告之后,我对蔚来的看法总体上是比较乐观的,像是蔚来的估值主要是销量+预期两个方面吧,销量比较直观,9月的交付数据一改前两个月颓势,短期来看,芯片短缺的问题得以解决,销量涨了,增速涨了,对于未来的预期也会涨。 除此之外,近期又有多种利好,首先“金九银十”,虽然4季度天气比较冷,但是年底一般都是电动","listText":"这几天最吸引人的莫过于特斯拉的连续多日暴涨,眼瞅着蔚来也要发财报了,这次财报都有哪些看点?能否像特斯拉一样拉起一波新的涨幅?想在这篇文章中跟大家探讨一下。 好了,回归正题,先来简单回顾一下Q2财报 蔚来的营收,交付数据乃至每股收益均超过分析师预期。NIO 在第二季度交付了21896辆汽车,其中交付了4433辆ES8 ,9,935辆 ES6和7,528辆 EC6,同比增长119%,环比增长9.2%然而,在发布如此好的财报数据后,蔚来不涨反跌,归其原因还是蔚来对于3季度的指引不够乐观引发了市场的担忧。蔚来预计Q3交付指引为23000-25000台,环比增长5.5-14.2%;总营收预计介于89.13亿元(约合13.80亿美元)至96.31亿元(约合14.92亿美元)之间,同比增长大约96.9%至112.8%,环比增长约5.5%至14.0%。用李斌的话说,“我们今年的量不会有太多的增加,但我们更看重长期的利益。” 关于蔚来Q3财报,有哪些看点呢 销售数据爆发式增长,Q4怎么样? 在经历了两个月的低迷之后,蔚来在9月高歌猛进,重回新势力销量榜首,蔚来9月一共交付10628台,同比增长125.7%,创月度交付记录达成历史性一刻,第三季度累计交付2.4万辆,与3季度蔚来给予的指引(23000-25000台)一致。具体来看,蔚来ES8的交付量达到了1978台,蔚来ES6的交付量达到了5260台,蔚来EC6的交付量达到了3390台。其中蔚来ES6和蔚来EC6都创造了单月交付记录。在看完3季度交付报告之后,我对蔚来的看法总体上是比较乐观的,像是蔚来的估值主要是销量+预期两个方面吧,销量比较直观,9月的交付数据一改前两个月颓势,短期来看,芯片短缺的问题得以解决,销量涨了,增速涨了,对于未来的预期也会涨。 除此之外,近期又有多种利好,首先“金九银十”,虽然4季度天气比较冷,但是年底一般都是电动","text":"这几天最吸引人的莫过于特斯拉的连续多日暴涨,眼瞅着蔚来也要发财报了,这次财报都有哪些看点?能否像特斯拉一样拉起一波新的涨幅?想在这篇文章中跟大家探讨一下。 好了,回归正题,先来简单回顾一下Q2财报 蔚来的营收,交付数据乃至每股收益均超过分析师预期。NIO 在第二季度交付了21896辆汽车,其中交付了4433辆ES8 ,9,935辆 ES6和7,528辆 EC6,同比增长119%,环比增长9.2%然而,在发布如此好的财报数据后,蔚来不涨反跌,归其原因还是蔚来对于3季度的指引不够乐观引发了市场的担忧。蔚来预计Q3交付指引为23000-25000台,环比增长5.5-14.2%;总营收预计介于89.13亿元(约合13.80亿美元)至96.31亿元(约合14.92亿美元)之间,同比增长大约96.9%至112.8%,环比增长约5.5%至14.0%。用李斌的话说,“我们今年的量不会有太多的增加,但我们更看重长期的利益。” 关于蔚来Q3财报,有哪些看点呢 销售数据爆发式增长,Q4怎么样? 在经历了两个月的低迷之后,蔚来在9月高歌猛进,重回新势力销量榜首,蔚来9月一共交付10628台,同比增长125.7%,创月度交付记录达成历史性一刻,第三季度累计交付2.4万辆,与3季度蔚来给予的指引(23000-25000台)一致。具体来看,蔚来ES8的交付量达到了1978台,蔚来ES6的交付量达到了5260台,蔚来EC6的交付量达到了3390台。其中蔚来ES6和蔚来EC6都创造了单月交付记录。在看完3季度交付报告之后,我对蔚来的看法总体上是比较乐观的,像是蔚来的估值主要是销量+预期两个方面吧,销量比较直观,9月的交付数据一改前两个月颓势,短期来看,芯片短缺的问题得以解决,销量涨了,增速涨了,对于未来的预期也会涨。 除此之外,近期又有多种利好,首先“金九银十”,虽然4季度天气比较冷,但是年底一般都是电动","images":[{"img":"https://static.tigerbbs.com/2885798f86e3342498a50730ceab32c1","width":"1182","height":"252"},{"img":"https://static.tigerbbs.com/1e4a0cd93f579301a6c7b1ef9c3e240a","width":"2947","height":"1705"},{"img":"https://static.tigerbbs.com/22acfdba946ffaf5e8cfab1bcf34f378","width":"1918","height":"843"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/842076473","isVote":2,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"vote":{"id":1598,"gmtBegin":1636122931462,"gmtEnd":1636468515596,"type":1,"upper":1,"title":"你看好蔚来吗?","choices":[{"id":5868,"sort":1,"name":"看好","userSize":343,"voted":false},{"id":5869,"sort":2,"name":"不看好","userSize":115,"voted":false}]},"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":833544353,"gmtCreate":1629252088072,"gmtModify":1629252088072,"author":{"id":"3575669952570251","authorId":"3575669952570251","name":"vincesg","avatar":"https://static.tigerbbs.com/b6ccf2a8121b1e0ae9b9cdf0a90ad013","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575669952570251","idStr":"3575669952570251"},"themes":[],"htmlText":"儿时的梦想要实现了吗","listText":"儿时的梦想要实现了吗","text":"儿时的梦想要实现了吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/833544353","repostId":"1118164551","repostType":4,"isVote":1,"tweetType":1,"viewCount":1499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878928403,"gmtCreate":1637140686801,"gmtModify":1637140686801,"author":{"id":"3575669952570251","authorId":"3575669952570251","name":"vincesg","avatar":"https://static.tigerbbs.com/b6ccf2a8121b1e0ae9b9cdf0a90ad013","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575669952570251","idStr":"3575669952570251"},"themes":[],"htmlText":"烈火烹油啊我喜欢","listText":"烈火烹油啊我喜欢","text":"烈火烹油啊我喜欢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/878928403","repostId":"1158836150","repostType":2,"isVote":1,"tweetType":1,"viewCount":770,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":324162132,"gmtCreate":1615975627826,"gmtModify":1703495757689,"author":{"id":"3575669952570251","authorId":"3575669952570251","name":"vincesg","avatar":"https://static.tigerbbs.com/b6ccf2a8121b1e0ae9b9cdf0a90ad013","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575669952570251","idStr":"3575669952570251"},"themes":[],"htmlText":"明天要踩踏了,至少20%,口吐鲜血...","listText":"明天要踩踏了,至少20%,口吐鲜血...","text":"明天要踩踏了,至少20%,口吐鲜血...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/324162132","repostId":"1162324833","repostType":4,"isVote":1,"tweetType":1,"viewCount":1710,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360991115,"gmtCreate":1613805325037,"gmtModify":1613805325037,"author":{"id":"3575669952570251","authorId":"3575669952570251","name":"vincesg","avatar":"https://static.tigerbbs.com/b6ccf2a8121b1e0ae9b9cdf0a90ad013","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575669952570251","idStr":"3575669952570251"},"themes":[],"htmlText":"关键是 LOL","listText":"关键是 LOL","text":"关键是 LOL","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360991115","repostId":"1122334705","repostType":4,"isVote":1,"tweetType":1,"viewCount":946,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}