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JaydenChen93
2022-08-24
小偷汽车
小鹏汽车就苹果起诉其前雇员张小浪案件发布声明
JaydenChen93
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JaydenChen93
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看看空调整个人认为的人物质的量的
JaydenChen93
2023-04-07
这是庄家要高位套现啊,韭菜们快上
蔚来估值太低,还能再翻一翻?
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看看空调整个人认为的人物质的量的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/655099311","isVote":1,"tweetType":1,"viewCount":654,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":653208212,"gmtCreate":1680862029936,"gmtModify":1680862112849,"author":{"id":"4095224693422900","authorId":"4095224693422900","authorIdStr":"4095224693422900","name":"JaydenChen93","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095224693422900"},"themes":[],"htmlText":"这是庄家要高位套现啊,韭菜们快上","listText":"这是庄家要高位套现啊,韭菜们快上","text":"这是庄家要高位套现啊,韭菜们快上","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/653208212","repostId":"1136185724","repostType":2,"repost":{"id":"1136185724","pubTimestamp":1680857391,"share":"https://www.laohu8.com/m/news/1136185724?lang=&edition=full","pubTime":"2023-04-07 16:49","market":"hk","language":"zh","title":"蔚来估值太低,还能再翻一翻?","url":"https://stock-news.laohu8.com/highlight/detail?id=1136185724","media":"金十数据","summary":"有分析师认为,蔚来交付量与营收前景向好,目前估值仍过低,预计未来两三年还能再翻一番。蔚来股价过去六个月变化不大,该公司3月份的交付量也没怎么推动股价上涨。然而,作者相信,随着国内经济重启,汽车交付量继","content":"<html><head></head><body><blockquote>有分析师认为,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>交付量与营收前景向好,目前估值仍过低,预计未来两三年还能再翻一番。</blockquote><blockquote><a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>股价过去六个月变化不大,该公司3月份的交付量也没怎么推动股价上涨。然而,作者相信,<strong>随着国内经济重启,汽车交付量继续增加,今年蔚来股价或有起色。</strong></blockquote><p style=\"text-align: justify;\">蔚来2月份的交付量确实出现了强劲反弹,同比飙升98%,交付超过1.2万辆车。3月份交付量也稳定在每月1万辆以上,<strong>蔚来继续积极扩大汽车产量,目前交付比例已升至近70%。</strong>从营收来看,蔚来的股价仍然很便宜,<strong>作者认为蔚来的估值可能在未来2-3年内翻一番!</strong></p><p style=\"text-align: justify;\">在经历了充满压力和挑战的一年之后,蔚来今年的交付前景可能会出现重大转机。关键原因在于国内经济重启,IMF预计,2023年中国GDP将增长5.2%,去年仅为3.0%。由于国内经济重启,春节假期结束,蔚来2月份交付量强劲反弹。3月份的交付量增长(3.9%)较2月份(98.3%)弱,但目前月度交付量再次回到1万辆以上。</p><p style=\"text-align: justify;\"><strong>蔚来汽车3月份交付了10378辆电动汽车,比排名第三的小鹏多出约50%</strong>,后者上月仅向客户交付了7002辆电动汽车。目前势头最强的显然是理想,该公司上个月交付了20823辆电动汽车。理想的月度交付量是蔚来的两倍,几乎是小鹏的3倍。理想旗下的Li One SUV取得了巨大成功,一向是畅销车型,销量也一直很强劲。由于理想的专注于一款SUV,生产线也更简单,因此这家中国车企的产量和交付量增速比竞争对手更快。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3fd9cfe97c246fec93e08f2dc9072faf\" title=\"\" tg-width=\"696\" tg-height=\"261\"/></p><p><strong>蔚来汽车的月度交付量目前约为7000辆</strong></p><p style=\"text-align: justify;\">蔚来交付增长靠的是ET5和ET7的产量提高。ET5和ET7已经取代了蔚来SUV组合的大幅增量。蔚来3月份交付了7175辆电动车,占轿车交付份额的近70%,环比增长10个百分点。显然,轿车生产和交付正在改善蔚来的整体交付业绩,预计到今年年底,蔚来的轿车交付份额将增加到75-80%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2d0fe7c1b074a4aaf618ad1e707f9717\" title=\"\" tg-width=\"457\" tg-height=\"301\"/></p><p><strong>估值可翻倍?</strong></p><p style=\"text-align: justify;\"><strong>蔚来目前的估值不到2024财年收入的1倍,考虑到中国经济刚刚重启,而且蔚来从春节低迷的销售状态中迅速反弹,其目前的估值乘数太低了。</strong>中国经济2023财年的增长速度几乎是去年的两倍,相信蔚来的交付情况可能会改善,公司的估值前景也是如此。三年来,受疫情影响,消费者需求一直被抑制,中国(和蔚来)或面临着潜在需求爆发。<strong>与其他电动汽车竞争对手相比,蔚来的营收前景也比较有吸引力,目前增速超过小鹏。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/568e3593383cca9bdf2070d88b174b61\" title=\"\" tg-width=\"728\" tg-height=\"456\"/></p><p style=\"text-align: justify;\">与历史市盈率相比,蔚来汽车具有很大的重估潜力。<strong>蔚来汽车去年的平均市盈率为1.95倍,如果该公司2023财年继续扩大ET5和ET7车型的生产规模,蔚来完全可以恢复到估值水平。营收方面,蔚来预计将快速增长,明年营收同比预计增长45%。分析人士预计,今年蔚来的增长将达到74%,因此该公司的增长前景并不像目前的市场价那样黯淡。</strong></p><p><strong>风险</strong></p><p style=\"text-align: justify;\">目前最大的风险是,中国经济重启并没有引起需求爆发,对蔚来汽车的生产和交付增长前景不利。蔚来汽车产量增长放缓也是一个潜在的风险因素,可能会拖累其估值。在作者看来,蔚来最大的运营风险是,核心市场价格战侵蚀了汽车的利润率,或导致盈利日期推迟。</p><p><strong>总结</strong></p><p style=\"text-align: justify;\">蔚来2月份的生产和交付均现喜人反弹,3月份交付水平超过1万辆大关。受ET5和ET7生产提速推动,3月份汽车交付份额从上月的58.6%上升至近70%。蔚来的股价仍然相当便宜,预计未来两年该公司的营收将大幅增长,作者认为这还没有完全反映在蔚来的估值中。</p><p style=\"text-align: justify;\">尽管蔚来去年月度产量/交付量较低,但其估值曾比目前高得多,蔚来的估值翻一番也是合理的,而且也不会高估。</p></body></html>","source":"jssj","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>蔚来估值太低,还能再翻一翻?</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 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class=\"title\">\n蔚来估值太低,还能再翻一翻?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-07 16:49 北京时间 <a href=https://xnews.jin10.com/details/109856><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>有分析师认为,蔚来交付量与营收前景向好,目前估值仍过低,预计未来两三年还能再翻一番。蔚来股价过去六个月变化不大,该公司3月份的交付量也没怎么推动股价上涨。然而,作者相信,随着国内经济重启,汽车交付量继续增加,今年蔚来股价或有起色。蔚来2月份的交付量确实出现了强劲反弹,同比飙升98%,交付超过1.2万辆车。3月份交付量也稳定在每月1万辆以上,蔚来继续积极扩大汽车产量,目前交付比例已升至近70%。从...</p>\n\n<a href=\"https://xnews.jin10.com/details/109856\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a3b92523152bd36c422721756606e549","relate_stocks":{"BK1588":"回港中概股","NIO":"蔚来","09866":"蔚来-SW","BK4526":"热门中概股","BK1119":"汽车制造商","NIO.SI":"蔚来","BK4588":"碎股","BK4574":"无人驾驶","BK4505":"高瓴资本持仓","BK4504":"桥水持仓","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","LU0052750758.USD":"富兰克林中国基金A Acc","BK4585":"ETF&股票定投概念","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","BK4534":"瑞士信贷持仓","BK4555":"新能源车","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC"},"source_url":"https://xnews.jin10.com/details/109856","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136185724","content_text":"有分析师认为,蔚来交付量与营收前景向好,目前估值仍过低,预计未来两三年还能再翻一番。蔚来股价过去六个月变化不大,该公司3月份的交付量也没怎么推动股价上涨。然而,作者相信,随着国内经济重启,汽车交付量继续增加,今年蔚来股价或有起色。蔚来2月份的交付量确实出现了强劲反弹,同比飙升98%,交付超过1.2万辆车。3月份交付量也稳定在每月1万辆以上,蔚来继续积极扩大汽车产量,目前交付比例已升至近70%。从营收来看,蔚来的股价仍然很便宜,作者认为蔚来的估值可能在未来2-3年内翻一番!在经历了充满压力和挑战的一年之后,蔚来今年的交付前景可能会出现重大转机。关键原因在于国内经济重启,IMF预计,2023年中国GDP将增长5.2%,去年仅为3.0%。由于国内经济重启,春节假期结束,蔚来2月份交付量强劲反弹。3月份的交付量增长(3.9%)较2月份(98.3%)弱,但目前月度交付量再次回到1万辆以上。蔚来汽车3月份交付了10378辆电动汽车,比排名第三的小鹏多出约50%,后者上月仅向客户交付了7002辆电动汽车。目前势头最强的显然是理想,该公司上个月交付了20823辆电动汽车。理想的月度交付量是蔚来的两倍,几乎是小鹏的3倍。理想旗下的Li One SUV取得了巨大成功,一向是畅销车型,销量也一直很强劲。由于理想的专注于一款SUV,生产线也更简单,因此这家中国车企的产量和交付量增速比竞争对手更快。蔚来汽车的月度交付量目前约为7000辆蔚来交付增长靠的是ET5和ET7的产量提高。ET5和ET7已经取代了蔚来SUV组合的大幅增量。蔚来3月份交付了7175辆电动车,占轿车交付份额的近70%,环比增长10个百分点。显然,轿车生产和交付正在改善蔚来的整体交付业绩,预计到今年年底,蔚来的轿车交付份额将增加到75-80%。估值可翻倍?蔚来目前的估值不到2024财年收入的1倍,考虑到中国经济刚刚重启,而且蔚来从春节低迷的销售状态中迅速反弹,其目前的估值乘数太低了。中国经济2023财年的增长速度几乎是去年的两倍,相信蔚来的交付情况可能会改善,公司的估值前景也是如此。三年来,受疫情影响,消费者需求一直被抑制,中国(和蔚来)或面临着潜在需求爆发。与其他电动汽车竞争对手相比,蔚来的营收前景也比较有吸引力,目前增速超过小鹏。与历史市盈率相比,蔚来汽车具有很大的重估潜力。蔚来汽车去年的平均市盈率为1.95倍,如果该公司2023财年继续扩大ET5和ET7车型的生产规模,蔚来完全可以恢复到估值水平。营收方面,蔚来预计将快速增长,明年营收同比预计增长45%。分析人士预计,今年蔚来的增长将达到74%,因此该公司的增长前景并不像目前的市场价那样黯淡。风险目前最大的风险是,中国经济重启并没有引起需求爆发,对蔚来汽车的生产和交付增长前景不利。蔚来汽车产量增长放缓也是一个潜在的风险因素,可能会拖累其估值。在作者看来,蔚来最大的运营风险是,核心市场价格战侵蚀了汽车的利润率,或导致盈利日期推迟。总结蔚来2月份的生产和交付均现喜人反弹,3月份交付水平超过1万辆大关。受ET5和ET7生产提速推动,3月份汽车交付份额从上月的58.6%上升至近70%。蔚来的股价仍然相当便宜,预计未来两年该公司的营收将大幅增长,作者认为这还没有完全反映在蔚来的估值中。尽管蔚来去年月度产量/交付量较低,但其估值曾比目前高得多,蔚来的估值翻一番也是合理的,而且也不会高估。","news_type":1},"isVote":1,"tweetType":1,"viewCount":610,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":660076206,"gmtCreate":1661342259307,"gmtModify":1661342324396,"author":{"id":"4095224693422900","authorId":"4095224693422900","authorIdStr":"4095224693422900","name":"JaydenChen93","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095224693422900"},"themes":[],"htmlText":"小偷汽车","listText":"小偷汽车","text":"小偷汽车","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/660076206","repostId":"1118627803","repostType":4,"repost":{"id":"1118627803","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1661229350,"share":"https://www.laohu8.com/m/news/1118627803?lang=&edition=full","pubTime":"2022-08-23 12:35","market":"us","language":"zh","title":"小鹏汽车就苹果起诉其前雇员张小浪案件发布声明","url":"https://stock-news.laohu8.com/highlight/detail?id=1118627803","media":"老虎资讯综合","summary":"小鹏汽车严格遵守相关法律,高度重视知识产权保护。","content":"<html><head></head><body><p>8月23日,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>表示,案件至今已经四年多,小鹏汽车并不了解案件的具体情况,也未介入美国司法机关对案件的后续调查,我们与苹果公司之间也没有相关的争议,与该案件也无任何关联。</p><p>以下为小鹏汽车回应:</p><p>我们今日从媒体上获悉前苹果员工张小浪涉嫌窃取苹果商业秘密案件的最新进展。案件至今已经四年多,小鹏汽车并不了解案件的具体情况,也未介入美国司法机关对案件的后续调查,我们与苹果公司之间也没有相关的争议,与该案件也无任何关联。</p><p>小鹏汽车严格遵守相关法律,高度重视知识产权保护。小鹏汽车是中国自动辅助驾驶的领军企业,会继续坚持全栈自研的路线。感谢各位对事实的理解和支持!(下图为小鹏汽车在2018年就此案件的声明)</p><p><img src=\"https://static.tigerbbs.com/b673192cb48d866c7010ff9ca720e38d\" tg-width=\"630\" tg-height=\"1096\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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>小鹏汽车就苹果起诉其前雇员张小浪案件发布声明</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; 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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小鹏汽车就苹果起诉其前雇员张小浪案件发布声明\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-08-23 12:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>8月23日,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>表示,案件至今已经四年多,小鹏汽车并不了解案件的具体情况,也未介入美国司法机关对案件的后续调查,我们与苹果公司之间也没有相关的争议,与该案件也无任何关联。</p><p>以下为小鹏汽车回应:</p><p>我们今日从媒体上获悉前苹果员工张小浪涉嫌窃取苹果商业秘密案件的最新进展。案件至今已经四年多,小鹏汽车并不了解案件的具体情况,也未介入美国司法机关对案件的后续调查,我们与苹果公司之间也没有相关的争议,与该案件也无任何关联。</p><p>小鹏汽车严格遵守相关法律,高度重视知识产权保护。小鹏汽车是中国自动辅助驾驶的领军企业,会继续坚持全栈自研的路线。感谢各位对事实的理解和支持!(下图为小鹏汽车在2018年就此案件的声明)</p><p><img src=\"https://static.tigerbbs.com/b673192cb48d866c7010ff9ca720e38d\" tg-width=\"630\" tg-height=\"1096\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8a7cf240033f083a329240e6179df017","relate_stocks":{"XPEV":"小鹏汽车","09868":"小鹏汽车-W","AAPL":"苹果"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118627803","content_text":"8月23日,小鹏汽车表示,案件至今已经四年多,小鹏汽车并不了解案件的具体情况,也未介入美国司法机关对案件的后续调查,我们与苹果公司之间也没有相关的争议,与该案件也无任何关联。以下为小鹏汽车回应:我们今日从媒体上获悉前苹果员工张小浪涉嫌窃取苹果商业秘密案件的最新进展。案件至今已经四年多,小鹏汽车并不了解案件的具体情况,也未介入美国司法机关对案件的后续调查,我们与苹果公司之间也没有相关的争议,与该案件也无任何关联。小鹏汽车严格遵守相关法律,高度重视知识产权保护。小鹏汽车是中国自动辅助驾驶的领军企业,会继续坚持全栈自研的路线。感谢各位对事实的理解和支持!(下图为小鹏汽车在2018年就此案件的声明)","news_type":1},"isVote":1,"tweetType":1,"viewCount":1209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":660076206,"gmtCreate":1661342259307,"gmtModify":1661342324396,"author":{"id":"4095224693422900","authorId":"4095224693422900","authorIdStr":"4095224693422900","name":"JaydenChen93","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095224693422900"},"themes":[],"htmlText":"小偷汽车","listText":"小偷汽车","text":"小偷汽车","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/660076206","repostId":"1118627803","repostType":4,"repost":{"id":"1118627803","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1661229350,"share":"https://www.laohu8.com/m/news/1118627803?lang=&edition=full","pubTime":"2022-08-23 12:35","market":"us","language":"zh","title":"小鹏汽车就苹果起诉其前雇员张小浪案件发布声明","url":"https://stock-news.laohu8.com/highlight/detail?id=1118627803","media":"老虎资讯综合","summary":"小鹏汽车严格遵守相关法律,高度重视知识产权保护。","content":"<html><head></head><body><p>8月23日,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>表示,案件至今已经四年多,小鹏汽车并不了解案件的具体情况,也未介入美国司法机关对案件的后续调查,我们与苹果公司之间也没有相关的争议,与该案件也无任何关联。</p><p>以下为小鹏汽车回应:</p><p>我们今日从媒体上获悉前苹果员工张小浪涉嫌窃取苹果商业秘密案件的最新进展。案件至今已经四年多,小鹏汽车并不了解案件的具体情况,也未介入美国司法机关对案件的后续调查,我们与苹果公司之间也没有相关的争议,与该案件也无任何关联。</p><p>小鹏汽车严格遵守相关法律,高度重视知识产权保护。小鹏汽车是中国自动辅助驾驶的领军企业,会继续坚持全栈自研的路线。感谢各位对事实的理解和支持!(下图为小鹏汽车在2018年就此案件的声明)</p><p><img src=\"https://static.tigerbbs.com/b673192cb48d866c7010ff9ca720e38d\" tg-width=\"630\" tg-height=\"1096\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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>小鹏汽车就苹果起诉其前雇员张小浪案件发布声明</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小鹏汽车就苹果起诉其前雇员张小浪案件发布声明\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-08-23 12:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>8月23日,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>表示,案件至今已经四年多,小鹏汽车并不了解案件的具体情况,也未介入美国司法机关对案件的后续调查,我们与苹果公司之间也没有相关的争议,与该案件也无任何关联。</p><p>以下为小鹏汽车回应:</p><p>我们今日从媒体上获悉前苹果员工张小浪涉嫌窃取苹果商业秘密案件的最新进展。案件至今已经四年多,小鹏汽车并不了解案件的具体情况,也未介入美国司法机关对案件的后续调查,我们与苹果公司之间也没有相关的争议,与该案件也无任何关联。</p><p>小鹏汽车严格遵守相关法律,高度重视知识产权保护。小鹏汽车是中国自动辅助驾驶的领军企业,会继续坚持全栈自研的路线。感谢各位对事实的理解和支持!(下图为小鹏汽车在2018年就此案件的声明)</p><p><img src=\"https://static.tigerbbs.com/b673192cb48d866c7010ff9ca720e38d\" tg-width=\"630\" tg-height=\"1096\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8a7cf240033f083a329240e6179df017","relate_stocks":{"XPEV":"小鹏汽车","09868":"小鹏汽车-W","AAPL":"苹果"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118627803","content_text":"8月23日,小鹏汽车表示,案件至今已经四年多,小鹏汽车并不了解案件的具体情况,也未介入美国司法机关对案件的后续调查,我们与苹果公司之间也没有相关的争议,与该案件也无任何关联。以下为小鹏汽车回应:我们今日从媒体上获悉前苹果员工张小浪涉嫌窃取苹果商业秘密案件的最新进展。案件至今已经四年多,小鹏汽车并不了解案件的具体情况,也未介入美国司法机关对案件的后续调查,我们与苹果公司之间也没有相关的争议,与该案件也无任何关联。小鹏汽车严格遵守相关法律,高度重视知识产权保护。小鹏汽车是中国自动辅助驾驶的领军企业,会继续坚持全栈自研的路线。感谢各位对事实的理解和支持!(下图为小鹏汽车在2018年就此案件的声明)","news_type":1},"isVote":1,"tweetType":1,"viewCount":1209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":255609731039368,"gmtCreate":1703415694770,"gmtModify":1703415695614,"author":{"id":"4095224693422900","authorId":"4095224693422900","authorIdStr":"4095224693422900","name":"JaydenChen93","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095224693422900"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a><v-v data-views=\"0\"></v-v>呱呱呱呱呱呱","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a><v-v data-views=\"0\"></v-v>呱呱呱呱呱呱","text":"$腾讯控股(00700)$ 呱呱呱呱呱呱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/255609731039368","isVote":1,"tweetType":1,"viewCount":617,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":655099311,"gmtCreate":1684943209534,"gmtModify":1684943291592,"author":{"id":"4095224693422900","authorId":"4095224693422900","authorIdStr":"4095224693422900","name":"JaydenChen93","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095224693422900"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a><v-v data-views=\"0\"></v-v>看看空调整个人认为的人物质的量的","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a><v-v data-views=\"0\"></v-v>看看空调整个人认为的人物质的量的","text":"$蔚来(NIO)$ 看看空调整个人认为的人物质的量的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/655099311","isVote":1,"tweetType":1,"viewCount":654,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":653208212,"gmtCreate":1680862029936,"gmtModify":1680862112849,"author":{"id":"4095224693422900","authorId":"4095224693422900","authorIdStr":"4095224693422900","name":"JaydenChen93","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095224693422900"},"themes":[],"htmlText":"这是庄家要高位套现啊,韭菜们快上","listText":"这是庄家要高位套现啊,韭菜们快上","text":"这是庄家要高位套现啊,韭菜们快上","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/653208212","repostId":"1136185724","repostType":2,"repost":{"id":"1136185724","pubTimestamp":1680857391,"share":"https://www.laohu8.com/m/news/1136185724?lang=&edition=full","pubTime":"2023-04-07 16:49","market":"hk","language":"zh","title":"蔚来估值太低,还能再翻一翻?","url":"https://stock-news.laohu8.com/highlight/detail?id=1136185724","media":"金十数据","summary":"有分析师认为,蔚来交付量与营收前景向好,目前估值仍过低,预计未来两三年还能再翻一番。蔚来股价过去六个月变化不大,该公司3月份的交付量也没怎么推动股价上涨。然而,作者相信,随着国内经济重启,汽车交付量继","content":"<html><head></head><body><blockquote>有分析师认为,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>交付量与营收前景向好,目前估值仍过低,预计未来两三年还能再翻一番。</blockquote><blockquote><a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>股价过去六个月变化不大,该公司3月份的交付量也没怎么推动股价上涨。然而,作者相信,<strong>随着国内经济重启,汽车交付量继续增加,今年蔚来股价或有起色。</strong></blockquote><p style=\"text-align: justify;\">蔚来2月份的交付量确实出现了强劲反弹,同比飙升98%,交付超过1.2万辆车。3月份交付量也稳定在每月1万辆以上,<strong>蔚来继续积极扩大汽车产量,目前交付比例已升至近70%。</strong>从营收来看,蔚来的股价仍然很便宜,<strong>作者认为蔚来的估值可能在未来2-3年内翻一番!</strong></p><p style=\"text-align: justify;\">在经历了充满压力和挑战的一年之后,蔚来今年的交付前景可能会出现重大转机。关键原因在于国内经济重启,IMF预计,2023年中国GDP将增长5.2%,去年仅为3.0%。由于国内经济重启,春节假期结束,蔚来2月份交付量强劲反弹。3月份的交付量增长(3.9%)较2月份(98.3%)弱,但目前月度交付量再次回到1万辆以上。</p><p style=\"text-align: justify;\"><strong>蔚来汽车3月份交付了10378辆电动汽车,比排名第三的小鹏多出约50%</strong>,后者上月仅向客户交付了7002辆电动汽车。目前势头最强的显然是理想,该公司上个月交付了20823辆电动汽车。理想的月度交付量是蔚来的两倍,几乎是小鹏的3倍。理想旗下的Li One SUV取得了巨大成功,一向是畅销车型,销量也一直很强劲。由于理想的专注于一款SUV,生产线也更简单,因此这家中国车企的产量和交付量增速比竞争对手更快。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3fd9cfe97c246fec93e08f2dc9072faf\" title=\"\" tg-width=\"696\" tg-height=\"261\"/></p><p><strong>蔚来汽车的月度交付量目前约为7000辆</strong></p><p style=\"text-align: justify;\">蔚来交付增长靠的是ET5和ET7的产量提高。ET5和ET7已经取代了蔚来SUV组合的大幅增量。蔚来3月份交付了7175辆电动车,占轿车交付份额的近70%,环比增长10个百分点。显然,轿车生产和交付正在改善蔚来的整体交付业绩,预计到今年年底,蔚来的轿车交付份额将增加到75-80%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2d0fe7c1b074a4aaf618ad1e707f9717\" title=\"\" tg-width=\"457\" tg-height=\"301\"/></p><p><strong>估值可翻倍?</strong></p><p style=\"text-align: justify;\"><strong>蔚来目前的估值不到2024财年收入的1倍,考虑到中国经济刚刚重启,而且蔚来从春节低迷的销售状态中迅速反弹,其目前的估值乘数太低了。</strong>中国经济2023财年的增长速度几乎是去年的两倍,相信蔚来的交付情况可能会改善,公司的估值前景也是如此。三年来,受疫情影响,消费者需求一直被抑制,中国(和蔚来)或面临着潜在需求爆发。<strong>与其他电动汽车竞争对手相比,蔚来的营收前景也比较有吸引力,目前增速超过小鹏。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/568e3593383cca9bdf2070d88b174b61\" title=\"\" tg-width=\"728\" tg-height=\"456\"/></p><p style=\"text-align: justify;\">与历史市盈率相比,蔚来汽车具有很大的重估潜力。<strong>蔚来汽车去年的平均市盈率为1.95倍,如果该公司2023财年继续扩大ET5和ET7车型的生产规模,蔚来完全可以恢复到估值水平。营收方面,蔚来预计将快速增长,明年营收同比预计增长45%。分析人士预计,今年蔚来的增长将达到74%,因此该公司的增长前景并不像目前的市场价那样黯淡。</strong></p><p><strong>风险</strong></p><p style=\"text-align: justify;\">目前最大的风险是,中国经济重启并没有引起需求爆发,对蔚来汽车的生产和交付增长前景不利。蔚来汽车产量增长放缓也是一个潜在的风险因素,可能会拖累其估值。在作者看来,蔚来最大的运营风险是,核心市场价格战侵蚀了汽车的利润率,或导致盈利日期推迟。</p><p><strong>总结</strong></p><p style=\"text-align: justify;\">蔚来2月份的生产和交付均现喜人反弹,3月份交付水平超过1万辆大关。受ET5和ET7生产提速推动,3月份汽车交付份额从上月的58.6%上升至近70%。蔚来的股价仍然相当便宜,预计未来两年该公司的营收将大幅增长,作者认为这还没有完全反映在蔚来的估值中。</p><p style=\"text-align: justify;\">尽管蔚来去年月度产量/交付量较低,但其估值曾比目前高得多,蔚来的估值翻一番也是合理的,而且也不会高估。</p></body></html>","source":"jssj","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>蔚来估值太低,还能再翻一翻?</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 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class=\"title\">\n蔚来估值太低,还能再翻一翻?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-07 16:49 北京时间 <a href=https://xnews.jin10.com/details/109856><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>有分析师认为,蔚来交付量与营收前景向好,目前估值仍过低,预计未来两三年还能再翻一番。蔚来股价过去六个月变化不大,该公司3月份的交付量也没怎么推动股价上涨。然而,作者相信,随着国内经济重启,汽车交付量继续增加,今年蔚来股价或有起色。蔚来2月份的交付量确实出现了强劲反弹,同比飙升98%,交付超过1.2万辆车。3月份交付量也稳定在每月1万辆以上,蔚来继续积极扩大汽车产量,目前交付比例已升至近70%。从...</p>\n\n<a href=\"https://xnews.jin10.com/details/109856\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a3b92523152bd36c422721756606e549","relate_stocks":{"BK1588":"回港中概股","NIO":"蔚来","09866":"蔚来-SW","BK4526":"热门中概股","BK1119":"汽车制造商","NIO.SI":"蔚来","BK4588":"碎股","BK4574":"无人驾驶","BK4505":"高瓴资本持仓","BK4504":"桥水持仓","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","LU0052750758.USD":"富兰克林中国基金A Acc","BK4585":"ETF&股票定投概念","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","BK4534":"瑞士信贷持仓","BK4555":"新能源车","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC"},"source_url":"https://xnews.jin10.com/details/109856","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136185724","content_text":"有分析师认为,蔚来交付量与营收前景向好,目前估值仍过低,预计未来两三年还能再翻一番。蔚来股价过去六个月变化不大,该公司3月份的交付量也没怎么推动股价上涨。然而,作者相信,随着国内经济重启,汽车交付量继续增加,今年蔚来股价或有起色。蔚来2月份的交付量确实出现了强劲反弹,同比飙升98%,交付超过1.2万辆车。3月份交付量也稳定在每月1万辆以上,蔚来继续积极扩大汽车产量,目前交付比例已升至近70%。从营收来看,蔚来的股价仍然很便宜,作者认为蔚来的估值可能在未来2-3年内翻一番!在经历了充满压力和挑战的一年之后,蔚来今年的交付前景可能会出现重大转机。关键原因在于国内经济重启,IMF预计,2023年中国GDP将增长5.2%,去年仅为3.0%。由于国内经济重启,春节假期结束,蔚来2月份交付量强劲反弹。3月份的交付量增长(3.9%)较2月份(98.3%)弱,但目前月度交付量再次回到1万辆以上。蔚来汽车3月份交付了10378辆电动汽车,比排名第三的小鹏多出约50%,后者上月仅向客户交付了7002辆电动汽车。目前势头最强的显然是理想,该公司上个月交付了20823辆电动汽车。理想的月度交付量是蔚来的两倍,几乎是小鹏的3倍。理想旗下的Li One SUV取得了巨大成功,一向是畅销车型,销量也一直很强劲。由于理想的专注于一款SUV,生产线也更简单,因此这家中国车企的产量和交付量增速比竞争对手更快。蔚来汽车的月度交付量目前约为7000辆蔚来交付增长靠的是ET5和ET7的产量提高。ET5和ET7已经取代了蔚来SUV组合的大幅增量。蔚来3月份交付了7175辆电动车,占轿车交付份额的近70%,环比增长10个百分点。显然,轿车生产和交付正在改善蔚来的整体交付业绩,预计到今年年底,蔚来的轿车交付份额将增加到75-80%。估值可翻倍?蔚来目前的估值不到2024财年收入的1倍,考虑到中国经济刚刚重启,而且蔚来从春节低迷的销售状态中迅速反弹,其目前的估值乘数太低了。中国经济2023财年的增长速度几乎是去年的两倍,相信蔚来的交付情况可能会改善,公司的估值前景也是如此。三年来,受疫情影响,消费者需求一直被抑制,中国(和蔚来)或面临着潜在需求爆发。与其他电动汽车竞争对手相比,蔚来的营收前景也比较有吸引力,目前增速超过小鹏。与历史市盈率相比,蔚来汽车具有很大的重估潜力。蔚来汽车去年的平均市盈率为1.95倍,如果该公司2023财年继续扩大ET5和ET7车型的生产规模,蔚来完全可以恢复到估值水平。营收方面,蔚来预计将快速增长,明年营收同比预计增长45%。分析人士预计,今年蔚来的增长将达到74%,因此该公司的增长前景并不像目前的市场价那样黯淡。风险目前最大的风险是,中国经济重启并没有引起需求爆发,对蔚来汽车的生产和交付增长前景不利。蔚来汽车产量增长放缓也是一个潜在的风险因素,可能会拖累其估值。在作者看来,蔚来最大的运营风险是,核心市场价格战侵蚀了汽车的利润率,或导致盈利日期推迟。总结蔚来2月份的生产和交付均现喜人反弹,3月份交付水平超过1万辆大关。受ET5和ET7生产提速推动,3月份汽车交付份额从上月的58.6%上升至近70%。蔚来的股价仍然相当便宜,预计未来两年该公司的营收将大幅增长,作者认为这还没有完全反映在蔚来的估值中。尽管蔚来去年月度产量/交付量较低,但其估值曾比目前高得多,蔚来的估值翻一番也是合理的,而且也不会高估。","news_type":1},"isVote":1,"tweetType":1,"viewCount":610,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}