joy city1234的个人主页 - 老虎社区

joy city1234

joy city1234

暂无个人介绍

IP属地：江苏

5关注

19粉丝

1主题

0勋章

05-17

$阿里巴巴(BABA)$ 吃药了？

04-30

$特斯拉(TSLA)$ 空，速度

01-31

$嘉楠科技(CAN)$ **

2023-11-27

$标普500(.SPX)$ 凄凄切切凄凄切切

2023-11-18

$阿里巴巴(BABA)$ 说话有点过度反应了，现在这个大盘环境，正常价格应该在85左右

2023-11-07

$拼多多(PDD)$ pdd算是行业里面最能赚钱公司了

2023-04-25

$特斯拉(TSLA)$ 依然看好，现在只是恐慌过头了

2023-04-20

$小鹏汽车(XPEV)$ 车型越来越多，包括下半年mpv，我估计小鹏为了扭转战局，必然加快mpv上市

2023-04-14

$能链智电(NAAS)$ 再不跑就没机会了

2023-04-13

$能链智电(NAAS)$ 这货按以往的经验得跌一段时间。。。。短期不会再有大的行情了

2023-04-05

$特斯拉(TSLA)$ 超跌了

2023-03-30

短期看到12，长期20，充电领域第一股

@美股突击對:$能链智电(NAAS)$ 继续直线冲起黎，哩个星期上十蚊股价，企上新嘅发展阶段

2023-03-29

$阿里巴巴(BABA)$ 短期看空

2023-03-21

$小鹏汽车(XPEV)$ 这一波看到13

2023-01-13

$能链智电(NAAS)$ 突破，短期看5.5长期看7

2023-01-05

$小鹏汽车(XPEV)$ 今晚能突破12到12.5吗

2023-01-05

$能链智电(NAAS)$ 这一波naas估计能上六块

2023-01-04

$小鹏汽车(XPEV)$ 日了狗了，十块都保不住？

2023-01-01

哪儿看出退步了，这数据不是很好吗，逐步上量，关键看后续车型，调整总会有波动，还是要看后劲车型

小鹏汽车12月总交付11292台，环比增长94%

2022-12-11

三季度，三季度，三季度

电动车少了些暖意，多了些寒气

去老虎APP查看更多动态

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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小鹏汽车12月总交付11292台，环比增长94%\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\">2023-01-01 12:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月1日电，据小鹏汽车官方消息，2022年12月，小鹏汽车总交付11,292台，环比增长94%，重回万台水平。其中，小鹏G9首次突破4千台，达4,020台，环比增长160%。2022年累计交付量为120,757台，较2021年增长23%。截至2022年12月31日，小鹏汽车历史累计交付量已达到258,710台。</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8a7cf240033f083a329240e6179df017","relate_stocks":{"09868":"小鹏汽车-W","XPEV":"小鹏汽车"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184047494","content_text":"1月1日电，据小鹏汽车官方消息，2022年12月，小鹏汽车总交付11,292台，环比增长94%，重回万台水平。其中，小鹏G9首次突破4千台，达4,020台，环比增长160%。2022年累计交付量为120,757台，较2021年增长23%。截至2022年12月31日，小鹏汽车历史累计交付量已达到258,710台。","news_type":1},"isVote":1,"tweetType":1,"viewCount":364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":629438029,"gmtCreate":1670742714561,"gmtModify":1670742716567,"author":{"id":"4104380260083850","authorId":"4104380260083850","name":"joy 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11:20","market":"us","language":"zh","title":"电动车少了些暖意，多了些寒气","url":"https://stock-news.laohu8.com/highlight/detail?id=1130128155","media":"远川汽车评论","summary":"新能源车过去两年的高光，逐渐暗淡，似乎寒意正传递给每个汽车人。特斯拉成为行业天花板、又不断突破天花板的特斯拉，股价从最高点起已经跌了55%。和所有美股科技公司一样，股价的上涨、下跌，都离不开美联储的放","content":"<html><head></head><body><p>新能源车过去两年的高光，逐渐暗淡，似乎寒意正传递给每个汽车人。</p><p><b>特斯拉</b></p><p>成为行业天花板、又不断突破天花板的特斯拉，股价从最高点起已经跌了55%。和所有美股科技公司一样，股价的上涨、下跌，都离不开美联储的放水、缩表、加息。而货币政策因素之外，倒也有特斯拉自己的原因。</p><p>交付量自2020年以来，首次出现季度环比下滑。7月份，特斯拉二季度生产报告显示，全球生产了25.8万辆车，同比增长25%，但环比下滑15%；交付了25.4万辆车，同比增长26.5%，环比下滑18%。</p><p>尽管在季报公布之前，市场便有分析师把交付量，从之前预期高高的31万下调到了27万，但很遗憾，还是miss、不及预期。以至于分析师都没办法说出那句“正如我们所预料”来路演。</p><p>不及预期倒也颇属无奈，供需两看：</p><p>供给方面，新工厂要爬坡，正如6月份马斯克接受采访时说“<b>柏林和奥斯汀的工厂现在都是巨大的金钱熔炉，它们发出巨大的轰鸣声，那是金钱在燃烧的声音。</b>”同时，疫情也造成了供应链的不稳定。</p><p>需求方面，有传闻说上海工厂因需求不及预期要减产，但很快被公司辟谣为不实。但新能源车补贴退出，倒是真正发生的。而单踏板模式带来的一些风险，也正被一些消费者重新评估。但特斯拉的品牌，依然是号召力。尤其当马斯克成为全球最大社交平台推特的大老板之后更如此。</p><p>马斯克在推特上的滔滔不绝，扩大了个人魅力的辐射圈，但也正让特斯拉的投资人出现担忧：</p><p><b>特斯拉股份卖卖卖、推特内部改改改，时间管理大师的精力真的够吗？</b></p><p>电动车Tesla、社交平台Twitter、脑机接口Neuralink、星链Starlink、人形机器人Optimus、太阳能SolarCity、太空SpaceX、隧道BoringCompany、杂货店（手机、狗狗币、火焰枪）等。</p><p>妥妥一出“九子夺嫡”，而历史也告诉我们，这样子朝纲是会乱滴。尤其这新能源车，自己的战争还没结束呢。火车跑得快，全靠车头带。业务要发展，马斯克得爱。</p><p>但要是以为特斯拉很惨了，那倒也不是。</p><p><b>新势力</b></p><p>美有特斯拉，中有新势力。理想、蔚来、小鹏，作为新势力代表，还是在美股和特斯拉一同“享过乐”的。但如今也一同“患难”中。</p><p>三大公司股价是最显著反馈。虽然小鹏汽车股价最近几乎翻倍，但依然只是最高点的20%。蔚来也差不多是最高点的20%，而理想因为之前涨幅小，所以回撤也小，是最高点的50%。</p><p>横亘在新势力面前的最大压力，依然是<b>销量、毛利率、亏损</b>。</p><p>小鹏在调整。36Kr一篇报道称，小鹏汽车在10月份左右多次召开管理层会议，对公司运营和产品策略等问题反思。甚至传言，在内部大会上，创始人何小鹏一度哽咽。而触发点，则和G9有关。配置等因素不及消费者预期，引起不满。产品力失误，对于单品爆款策略而言，非常严重。</p><p>而8月、9月的交付量，也依然没有超过1万，并且出现环比下降。10月销量环比又减少了40%。2022年接近尾声，但销量KPI要完成，也几乎不现实了。</p><p>销量不够，那么盈利，也就很难实现了。再加上自动驾驶估值缩水、产品力溢价弱，执着于自动驾驶研发也让小鹏汽车压力加大。每卖一辆车亏6.8万元，小鹏2022年前三季度净亏损67亿元。</p><p>这个数字，能让理想汽车在第二季度亏十次。</p><p>2022年第二季度，理想净亏损6.4亿元，数字不多，毛利率也在22%左右，新势力中相对不错。因此，理想创始人李想也在微博上称，L9、L8两款产品同时交付的时刻，也是该和连续七年的亏损经营说再见了。</p><p>有“五百万内最好SUV”豪言在前，这个亏损结束的目标，似乎也显得平实不少。而要脱离亏损，除了控制成本之外，目前的1万销量，可能要翻倍才更有保障。但考虑到8月份销量还骤减、ONE还闹出了点风波等等因素，要盈利，产品力依然是考验。</p><p>对于盈利，蔚来也提出了目标。</p><p>走高端路线、重视用户服务的蔚来，车卖的数量在增加，但单季度亏损也增加了，今年第三季度一个季度就亏了41亿元。对于各种压力，蔚来创始人李斌在“不忘初心、砥砺前行”的内部讲话上称，“没资格观望，更不会收缩”。坚持研发、坚持进入更多国家市场。</p><p>蔚来也表示计划自己做电池、芯片，希望在2024年实现盈利。确实，随着锂矿价格处于高位，汽车厂商抱怨钱被电池赚走了，电池老板抱怨被矿老板赚走了。既然这样，就自己做吧。而坚持一体化的比亚迪，也已经用单车盈利一万元，证明了这点。</p><p>讲真，特斯拉实现盈利也用了16年多，从时间上来看，新势力也不必在意。但，竞争过于激烈情况下，持续亏损，可能并不是好的信号、甚至会掉队。</p><p>对于经历过2018年“绝境”的蔚来而言，特别在意是否掉队的问题。在内部讲话中，李斌也反复提及，“<b>（毛利不到25% 以上），到不了就没机会</b>”，2024、2025年是电动车的决赛阶段，如果到了第二方阵，还想追上第一方阵，基本没有可能。[2]紧迫之情，溢于言表。</p><p>但要是以为新势力很惨了，那倒也不是。</p><p><b>第二方阵</b></p><p>第二方阵标准是什么、有哪些公司，可能每一家看法都不一样。就像俗话说，只要领域切得够细分、角度够新奇，每家公司都能成第一。</p><p>但如果以“是否享受过2020年股市高光时刻”为标准的话，零跑汽车，肯定是在第二方阵的。</p><p>零跑汽车成立时间并不算晚，2015年底，和新势力也基本算得上前后脚。但市场声势就相对小不少。</p><p>零跑销量还行。试错车型S01折腾了四年左右，随后面向A00级轿车的T03获得市场认可，8万元左右的售价，确实抢了不少市场。C系列也可圈可点。价格策略，让零跑在2022年前11个月收获了10万销量。</p><p>公司产品宣传是“50万级的期待，不到20万就能实现”，和500万SUV的初衷一样，都很好。消费者很受用，但公司股东压力就大了。这个价格，产品毛利率就不乐观了，<b>2021年为-44%，今年依然在-9%左右。</b></p><p>毛利率让上市的零跑也压力很大。零跑汽车有9轮融资，最大一笔25亿元，和蔚小理比也不算大。2022年9月29日，零跑汽车终于在港交所上市，而上市当天就大跌了35%。9个交易日后，股价腰斩。</p><p>对于上市时间，公司创始人朱江明坦言，“确实不是很好的时间段，处在下行通道。但我们选择上市，主要原因是不在乎当下的时间段，更关心尽快拿到我们的市场份额”[3]。</p><p>大白话说，要竞争，需要钱、必须得赶快上市。毕竟，银行、信托不敢接的资产，股民敢。</p><p>零跑汽车这句话很真诚。虽然上市后破发了，但境遇还是比上不去的威马强。</p><p>同样成立于2015年的威马汽车，在2019年的时候，销量仅次于蔚来，而且连续融资也在300亿元左右，有钱有产品，理应也是新势力中的一元大将。以至于创始人沈晖曾隔空向王兴发出赌约，<b>如果威马挺进新势力前三，希望王兴亲自送一份外卖上门。</b>意气风发可见一斑。</p><p>在随后的发展中，工厂投入过高也好、智能化跟不上节奏也罢、以及和吉利的诉讼纠纷等等，总之，呈现在面前的是，今年前三季度，威马销量仅3万辆。资金流也已经非常紧张了。</p><p>2020年威马谋划科创板上市未果，2022年12月，又有传闻，威马借壳“Apollo出行”实现港股上市。公司未置可否。但对于威马发展而言，上市真的很重要。或者说，钱真的很重要。</p><p>时代抛弃你的时候，招呼都不会打一声。而当第二方阵要抛弃你的时候，也并不会考虑当时是否含着“金汤匙”。</p><p>但要是以为第二方阵很惨了，那倒也不是。</p><p><b>挤上牌桌</b></p><p>希望挤上牌桌的玩家，可太多了。</p><p>有成功的，比如哪吒汽车，依托B端网约车和G端，2022年前11个月也销售了14.4万辆，在国内销量第二。</p><p>也有别说上市、销售了，连想造车都困难的。比如李一男的自游家。李一男的小牛电动，在两轮电动车领域战果颇丰。于是，天才少年也把目光瞄向了四轮，成立了牛创公司（火星石科技）。2022年10月，自游家NV车型发布，2万的意向金订单，也在车圈引起不小的反响。</p><p>自游家的代工厂是大乘汽车常州工厂，而大乘汽车的工厂等，则是众泰汽车的“家底”。联想到众泰汽车之前的高仿车型、以及上市公司刚刚从ST摘帽，因此，便有人称，这是“寨中寨”，品控方面需要格外谨慎。</p><p>结果，两个月不到，别说品控了，现在连造出来，都成问题了。</p><p>问题卡在生产资质上。我国对于汽车生产是需要资质审批的，新玩家可以通过收购资质公司获得生产许可，比如理想汽车花费6.5亿元收购了力帆汽车生产资质；也可以让有资质的工厂代工，但后者需要在车尾部明确代工厂，就像蔚来的江淮汽车标识一样。</p><p>不过，代工生产的资质审核标准，在2022年初也发生了变化。工信部发布了《关于开展新能源汽车委托生产试点工作的通知》，其中，委托企业，比之前规定更严格，也要求具备新能源相关生产资质。也就是说，新玩家没办法再采用蔚来、江淮的合作模式。</p><p>通知的本意是减少产能浪费、督促企业合理规划，也提出了兼并重组的思路。通知的发布也在自游家发布之前，不是突然来袭。但确实为代工带来了更严的标准，比如借马甲的形式，实质上就不允许了。这就要求李一男对于和大乘汽车的合作，需要考虑更长远、更坚定。</p><p>再考虑到大乘汽车自身的债务问题，品控、资质、品牌等等交织在一起时，确实容易“快刀斩乱麻、不合作拉倒”，倒在量产的门口。也就有了自游家“倒闭”的传闻。7号一封用户信也说明了问题。而资质问题，也衍生出小米造车被指导的传闻。</p><p><img src=\"https://static.tigerbbs.com/4640ffe7a8357218cc75342c3f2ba896\" tg-width=\"1080\" tg-height=\"1920\" referrerpolicy=\"no-referrer\"/></p><p>大乘汽车7日发布公告，称短期内无法交车，将全额退款</p><p>而提到倒在量产门口，则不得不提恒大汽车了。本身跨界就是高难度，更不提地产业务也已经困难重重。</p><p>但就像2017年的王首富，当时的被动滑铁卢，事后看，反而成了明知之举。现在的果断止损，也许也是不错的选择。</p><p>毕竟，如果2024、2025是决赛阶段的话，没有品牌、号召力的公司，现在才起步，投入的钱、时间，也就是个太子陪跑。</p><p>更别提，除了新势力、二方阵之外，比亚迪是一个卷了二十多年的，销量、毛利率都领先的，被巴菲特开过光的当打品牌。还有苹果、华为、小米，这些证明过品牌力的企业，也在下场。</p><p>但要是以为挤牌桌的很惨了，那倒也不是。</p><p><b>至暗时刻</b></p><p>大家都来挤牌桌，毫无疑问是看到了行业发展空间。</p><p>从2020年起，三年时间，新能源车渗透率接近30%，比规划提早了两年多。而在10-20万元以内的市场上，新能源车渗透率为19%。这都是未来行业增长空间。以及，还有智能化的想象场景。</p><p>虽然野蛮生长的阶段过去了，每个玩家都各有寒意：特斯拉需要马斯克多分点爱，以保持领先力；新势力需要产品力和销量，实现盈利；第二方阵需要赶紧拿钱，保证不掉队。</p><p>但从发展空间等角度来看，新能源车，依然比许多行业、领域要好得多，有不少亮点。比如小鹏明年的三款新车，让市场又充满期待；零跑的毛利率也在改善；蔚来在拓展欧洲市场；锂矿也在降价，毛利率会改善。</p><p>不过，另一个方面，面对激烈竞争，肯定有人会掉队。电动车的创始人、企业家们确实要少点大棋、少点自负、更加审慎，尽力来平衡多方需求：</p><p>投资人需要股价大涨有回报、政府需要产业发展有动能、消费者需要物美价廉少花钱、员工需要公司稳定有奔头，公司需要有钱有利润持续走。</p><p>风没了，没有翅膀的会掉；潮退了，裸泳的会丢人；冬天来了，衣衫单薄的会冷。人人都在牌桌赢，那倒也不现实。</p><p>今年时常会听到一个词“至暗时刻”。很多人用来形容环境，但其实并不完全，其实更多的是描述内在。</p><p>就像《至暗时刻》电影里的丘吉尔，虽然纳粹的进攻很猛烈很压迫，但国王的不信任、民众缺少信心和准备，甚至自己也有动摇，这才是至暗，是丘吉尔需要勇气来振奋的。</p><p>所以，保持信心、耐心、初心、定力，依然是汽车人需要的。汽车行业如此，许多行业也都如此。历史的光影里有不少这样的时刻，而后都是黎明、晨光、朝阳。</p></body></html>","source":"lsy1670728668106","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>电动车少了些暖意，多了些寒气</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{ 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}\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电动车少了些暖意，多了些寒气\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-11 11:20 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/LAIchtwlgyeFy9wVo5zPUQ><strong>远川汽车评论</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>新能源车过去两年的高光，逐渐暗淡，似乎寒意正传递给每个汽车人。特斯拉成为行业天花板、又不断突破天花板的特斯拉，股价从最高点起已经跌了55%。和所有美股科技公司一样，股价的上涨、下跌，都离不开美联储的放水、缩表、加息。而货币政策因素之外，倒也有特斯拉自己的原因。交付量自2020年以来，首次出现季度环比下滑。7月份，特斯拉二季度生产报告显示，全球生产了25.8万辆车，同比增长25%，但环比下滑15%；...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/LAIchtwlgyeFy9wVo5zPUQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/47b6fbfe38edb1202883a645549da7f6","relate_stocks":{"NIO.SI":"蔚来","LI":"理想汽车","TSLA":"特斯拉"},"source_url":"https://mp.weixin.qq.com/s/LAIchtwlgyeFy9wVo5zPUQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130128155","content_text":"新能源车过去两年的高光，逐渐暗淡，似乎寒意正传递给每个汽车人。特斯拉成为行业天花板、又不断突破天花板的特斯拉，股价从最高点起已经跌了55%。和所有美股科技公司一样，股价的上涨、下跌，都离不开美联储的放水、缩表、加息。而货币政策因素之外，倒也有特斯拉自己的原因。交付量自2020年以来，首次出现季度环比下滑。7月份，特斯拉二季度生产报告显示，全球生产了25.8万辆车，同比增长25%，但环比下滑15%；交付了25.4万辆车，同比增长26.5%，环比下滑18%。尽管在季报公布之前，市场便有分析师把交付量，从之前预期高高的31万下调到了27万，但很遗憾，还是miss、不及预期。以至于分析师都没办法说出那句“正如我们所预料”来路演。不及预期倒也颇属无奈，供需两看：供给方面，新工厂要爬坡，正如6月份马斯克接受采访时说“柏林和奥斯汀的工厂现在都是巨大的金钱熔炉，它们发出巨大的轰鸣声，那是金钱在燃烧的声音。”同时，疫情也造成了供应链的不稳定。需求方面，有传闻说上海工厂因需求不及预期要减产，但很快被公司辟谣为不实。但新能源车补贴退出，倒是真正发生的。而单踏板模式带来的一些风险，也正被一些消费者重新评估。但特斯拉的品牌，依然是号召力。尤其当马斯克成为全球最大社交平台推特的大老板之后更如此。马斯克在推特上的滔滔不绝，扩大了个人魅力的辐射圈，但也正让特斯拉的投资人出现担忧：特斯拉股份卖卖卖、推特内部改改改，时间管理大师的精力真的够吗？电动车Tesla、社交平台Twitter、脑机接口Neuralink、星链Starlink、人形机器人Optimus、太阳能SolarCity、太空SpaceX、隧道BoringCompany、杂货店（手机、狗狗币、火焰枪）等。妥妥一出“九子夺嫡”，而历史也告诉我们，这样子朝纲是会乱滴。尤其这新能源车，自己的战争还没结束呢。火车跑得快，全靠车头带。业务要发展，马斯克得爱。但要是以为特斯拉很惨了，那倒也不是。新势力美有特斯拉，中有新势力。理想、蔚来、小鹏，作为新势力代表，还是在美股和特斯拉一同“享过乐”的。但如今也一同“患难”中。三大公司股价是最显著反馈。虽然小鹏汽车股价最近几乎翻倍，但依然只是最高点的20%。蔚来也差不多是最高点的20%，而理想因为之前涨幅小，所以回撤也小，是最高点的50%。横亘在新势力面前的最大压力，依然是销量、毛利率、亏损。小鹏在调整。36Kr一篇报道称，小鹏汽车在10月份左右多次召开管理层会议，对公司运营和产品策略等问题反思。甚至传言，在内部大会上，创始人何小鹏一度哽咽。而触发点，则和G9有关。配置等因素不及消费者预期，引起不满。产品力失误，对于单品爆款策略而言，非常严重。而8月、9月的交付量，也依然没有超过1万，并且出现环比下降。10月销量环比又减少了40%。2022年接近尾声，但销量KPI要完成，也几乎不现实了。销量不够，那么盈利，也就很难实现了。再加上自动驾驶估值缩水、产品力溢价弱，执着于自动驾驶研发也让小鹏汽车压力加大。每卖一辆车亏6.8万元，小鹏2022年前三季度净亏损67亿元。这个数字，能让理想汽车在第二季度亏十次。2022年第二季度，理想净亏损6.4亿元，数字不多，毛利率也在22%左右，新势力中相对不错。因此，理想创始人李想也在微博上称，L9、L8两款产品同时交付的时刻，也是该和连续七年的亏损经营说再见了。有“五百万内最好SUV”豪言在前，这个亏损结束的目标，似乎也显得平实不少。而要脱离亏损，除了控制成本之外，目前的1万销量，可能要翻倍才更有保障。但考虑到8月份销量还骤减、ONE还闹出了点风波等等因素，要盈利，产品力依然是考验。对于盈利，蔚来也提出了目标。走高端路线、重视用户服务的蔚来，车卖的数量在增加，但单季度亏损也增加了，今年第三季度一个季度就亏了41亿元。对于各种压力，蔚来创始人李斌在“不忘初心、砥砺前行”的内部讲话上称，“没资格观望，更不会收缩”。坚持研发、坚持进入更多国家市场。蔚来也表示计划自己做电池、芯片，希望在2024年实现盈利。确实，随着锂矿价格处于高位，汽车厂商抱怨钱被电池赚走了，电池老板抱怨被矿老板赚走了。既然这样，就自己做吧。而坚持一体化的比亚迪，也已经用单车盈利一万元，证明了这点。讲真，特斯拉实现盈利也用了16年多，从时间上来看，新势力也不必在意。但，竞争过于激烈情况下，持续亏损，可能并不是好的信号、甚至会掉队。对于经历过2018年“绝境”的蔚来而言，特别在意是否掉队的问题。在内部讲话中，李斌也反复提及，“（毛利不到25% 以上），到不了就没机会”，2024、2025年是电动车的决赛阶段，如果到了第二方阵，还想追上第一方阵，基本没有可能。[2]紧迫之情，溢于言表。但要是以为新势力很惨了，那倒也不是。第二方阵第二方阵标准是什么、有哪些公司，可能每一家看法都不一样。就像俗话说，只要领域切得够细分、角度够新奇，每家公司都能成第一。但如果以“是否享受过2020年股市高光时刻”为标准的话，零跑汽车，肯定是在第二方阵的。零跑汽车成立时间并不算晚，2015年底，和新势力也基本算得上前后脚。但市场声势就相对小不少。零跑销量还行。试错车型S01折腾了四年左右，随后面向A00级轿车的T03获得市场认可，8万元左右的售价，确实抢了不少市场。C系列也可圈可点。价格策略，让零跑在2022年前11个月收获了10万销量。公司产品宣传是“50万级的期待，不到20万就能实现”，和500万SUV的初衷一样，都很好。消费者很受用，但公司股东压力就大了。这个价格，产品毛利率就不乐观了，2021年为-44%，今年依然在-9%左右。毛利率让上市的零跑也压力很大。零跑汽车有9轮融资，最大一笔25亿元，和蔚小理比也不算大。2022年9月29日，零跑汽车终于在港交所上市，而上市当天就大跌了35%。9个交易日后，股价腰斩。对于上市时间，公司创始人朱江明坦言，“确实不是很好的时间段，处在下行通道。但我们选择上市，主要原因是不在乎当下的时间段，更关心尽快拿到我们的市场份额”[3]。大白话说，要竞争，需要钱、必须得赶快上市。毕竟，银行、信托不敢接的资产，股民敢。零跑汽车这句话很真诚。虽然上市后破发了，但境遇还是比上不去的威马强。同样成立于2015年的威马汽车，在2019年的时候，销量仅次于蔚来，而且连续融资也在300亿元左右，有钱有产品，理应也是新势力中的一元大将。以至于创始人沈晖曾隔空向王兴发出赌约，如果威马挺进新势力前三，希望王兴亲自送一份外卖上门。意气风发可见一斑。在随后的发展中，工厂投入过高也好、智能化跟不上节奏也罢、以及和吉利的诉讼纠纷等等，总之，呈现在面前的是，今年前三季度，威马销量仅3万辆。资金流也已经非常紧张了。2020年威马谋划科创板上市未果，2022年12月，又有传闻，威马借壳“Apollo出行”实现港股上市。公司未置可否。但对于威马发展而言，上市真的很重要。或者说，钱真的很重要。时代抛弃你的时候，招呼都不会打一声。而当第二方阵要抛弃你的时候，也并不会考虑当时是否含着“金汤匙”。但要是以为第二方阵很惨了，那倒也不是。挤上牌桌希望挤上牌桌的玩家，可太多了。有成功的，比如哪吒汽车，依托B端网约车和G端，2022年前11个月也销售了14.4万辆，在国内销量第二。也有别说上市、销售了，连想造车都困难的。比如李一男的自游家。李一男的小牛电动，在两轮电动车领域战果颇丰。于是，天才少年也把目光瞄向了四轮，成立了牛创公司（火星石科技）。2022年10月，自游家NV车型发布，2万的意向金订单，也在车圈引起不小的反响。自游家的代工厂是大乘汽车常州工厂，而大乘汽车的工厂等，则是众泰汽车的“家底”。联想到众泰汽车之前的高仿车型、以及上市公司刚刚从ST摘帽，因此，便有人称，这是“寨中寨”，品控方面需要格外谨慎。结果，两个月不到，别说品控了，现在连造出来，都成问题了。问题卡在生产资质上。我国对于汽车生产是需要资质审批的，新玩家可以通过收购资质公司获得生产许可，比如理想汽车花费6.5亿元收购了力帆汽车生产资质；也可以让有资质的工厂代工，但后者需要在车尾部明确代工厂，就像蔚来的江淮汽车标识一样。不过，代工生产的资质审核标准，在2022年初也发生了变化。工信部发布了《关于开展新能源汽车委托生产试点工作的通知》，其中，委托企业，比之前规定更严格，也要求具备新能源相关生产资质。也就是说，新玩家没办法再采用蔚来、江淮的合作模式。通知的本意是减少产能浪费、督促企业合理规划，也提出了兼并重组的思路。通知的发布也在自游家发布之前，不是突然来袭。但确实为代工带来了更严的标准，比如借马甲的形式，实质上就不允许了。这就要求李一男对于和大乘汽车的合作，需要考虑更长远、更坚定。再考虑到大乘汽车自身的债务问题，品控、资质、品牌等等交织在一起时，确实容易“快刀斩乱麻、不合作拉倒”，倒在量产的门口。也就有了自游家“倒闭”的传闻。7号一封用户信也说明了问题。而资质问题，也衍生出小米造车被指导的传闻。大乘汽车7日发布公告，称短期内无法交车，将全额退款而提到倒在量产门口，则不得不提恒大汽车了。本身跨界就是高难度，更不提地产业务也已经困难重重。但就像2017年的王首富，当时的被动滑铁卢，事后看，反而成了明知之举。现在的果断止损，也许也是不错的选择。毕竟，如果2024、2025是决赛阶段的话，没有品牌、号召力的公司，现在才起步，投入的钱、时间，也就是个太子陪跑。更别提，除了新势力、二方阵之外，比亚迪是一个卷了二十多年的，销量、毛利率都领先的，被巴菲特开过光的当打品牌。还有苹果、华为、小米，这些证明过品牌力的企业，也在下场。但要是以为挤牌桌的很惨了，那倒也不是。至暗时刻大家都来挤牌桌，毫无疑问是看到了行业发展空间。从2020年起，三年时间，新能源车渗透率接近30%，比规划提早了两年多。而在10-20万元以内的市场上，新能源车渗透率为19%。这都是未来行业增长空间。以及，还有智能化的想象场景。虽然野蛮生长的阶段过去了，每个玩家都各有寒意：特斯拉需要马斯克多分点爱，以保持领先力；新势力需要产品力和销量，实现盈利；第二方阵需要赶紧拿钱，保证不掉队。但从发展空间等角度来看，新能源车，依然比许多行业、领域要好得多，有不少亮点。比如小鹏明年的三款新车，让市场又充满期待；零跑的毛利率也在改善；蔚来在拓展欧洲市场；锂矿也在降价，毛利率会改善。不过，另一个方面，面对激烈竞争，肯定有人会掉队。电动车的创始人、企业家们确实要少点大棋、少点自负、更加审慎，尽力来平衡多方需求：投资人需要股价大涨有回报、政府需要产业发展有动能、消费者需要物美价廉少花钱、员工需要公司稳定有奔头，公司需要有钱有利润持续走。风没了，没有翅膀的会掉；潮退了，裸泳的会丢人；冬天来了，衣衫单薄的会冷。人人都在牌桌赢，那倒也不现实。今年时常会听到一个词“至暗时刻”。很多人用来形容环境，但其实并不完全，其实更多的是描述内在。就像《至暗时刻》电影里的丘吉尔，虽然纳粹的进攻很猛烈很压迫，但国王的不信任、民众缺少信心和准备，甚至自己也有动摇，这才是至暗，是丘吉尔需要勇气来振奋的。所以，保持信心、耐心、初心、定力，依然是汽车人需要的。汽车行业如此，许多行业也都如此。历史的光影里有不少这样的时刻，而后都是黎明、晨光、朝阳。","news_type":1},"isVote":1,"tweetType":1,"viewCount":530,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":653890869,"gmtCreate":1680707882751,"gmtModify":1680707883798,"author":{"id":"4104380260083850","authorId":"4104380260083850","name":"joy 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city1234","avatar":"https://static.tigerbbs.com/ac3bf3de066f6af2ca5d3c405335100c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"美国人谈国际法，好可笑","listText":"美国人谈国际法，好可笑","text":"美国人谈国际法，好可笑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/636252875","repostId":"1187023930","repostType":2,"repost":{"id":"1187023930","pubTimestamp":1645931250,"share":"https://www.laohu8.com/m/news/1187023930?lang=&edition=full","pubTime":"2022-02-27 11:07","market":"us","language":"zh","title":"拜登谈对俄两个选择：制裁，或开启“第三次世界大战”","url":"https://stock-news.laohu8.com/highlight/detail?id=1187023930","media":"环球网","summary":"目前还没有（可以）立即（起效）的制裁措施。","content":"<html><head></head><body><p>作者：张晓雅</p><p>据俄罗斯卫星通讯社、美国福克斯新闻等媒体27日消息，美国总统拜登就俄乌冲突接受采访时认为，美国有两个选择，一个是与俄罗斯开战、开启“第三次世界大战”，除此之外就是制裁俄罗斯。</p><p><img src=\"https://static.tigerbbs.com/98f14eed38f338c5cbaad03e0f0b987c\" tg-width=\"554\" tg-height=\"359\" referrerpolicy=\"no-referrer\"/>俄卫星社：拜登称，如果不在乌克兰问题上对俄采取大规模制裁，替代选项就是（开启）“第三次世界大战”</p><p>美国播客节目当地时间26日播出主持人布莱恩·泰勒·科恩对拜登的采访，科恩在采访中提及普京此前受到的种种制裁话题。</p><p><img src=\"https://static.tigerbbs.com/9902b0ee29a022a198dedf84f8e35257\" tg-width=\"554\" tg-height=\"309\" referrerpolicy=\"no-referrer\"/>拜登接受博客主持人布莱恩·泰勒·科恩采访视频截图</p><p>拜登表态说，“你有两个选项，开始第三次世界大战，与俄罗斯开战；第二，确保一个如此违反国际法的国家为此付出代价。”</p><p>“目前还没有（可以）立即（起效）的制裁措施。这不是说，你可以制裁一个人，然后说你再也不能成为俄罗斯总统了，”拜登随后继续称，“但我认为，我知道这些制裁是有史以来最广泛的制裁，包括经济制裁和政治制裁。”</p><p><img src=\"https://static.tigerbbs.com/8572631a59a0248547ae838cfad5a4e9\" tg-width=\"554\" tg-height=\"294\" referrerpolicy=\"no-referrer\"/>拜登接受播客主持人布莱恩·泰勒·科恩采访视频截图</p><p>报道称，拜登还说，他“从一开始的目标”就是让北约和欧盟“在同一条战线上”。</p><p>在评论美国与欧洲和亚洲盟友的团结，以及北约与芬兰和瑞典之间日益增长的安全伙伴关系时，拜登还称，普京正在“创造他想要的、完全相反的效果”。</p><p>“我所知道的是，我们必须与其他盟友坚持到底。与此同时，我们正在向乌克兰提供防御性武器和经济援助。”拜登说。</p><p>美国全国广播公司（NBC）北京时间27日早晨消息，美国与欧盟委员会、法国、德国、意大利、英国、加拿大的领导人在一份联合声明中称，“我们保证将被选中的俄罗斯银行从SWIFT（环球同业银行金融电讯协会）国际结算系统中排除。这一举措将确保这些银行与国际金融体系脱节，并损害它们在国际上经营的能力。”</p><p>而就在几天前，据白宫官网实录，美国总统拜登当地时间24日就俄乌局势发表讲话。在记者问答环节，拜登被问及是否会对俄罗斯总统普京个人实施制裁。当被记者问及“最近几周，你说大国在遇到类似问题时不能虚张声势。你最近说，对普京总统进行个人制裁的想法摆在桌面上。你准备好迈出这一步了吗？如果没有……”拜登当时抢话说：“这不是虚张声势，这都在桌面上。”</p></body></html>","source":"hqw","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>拜登谈对俄两个选择：制裁，或开启“第三次世界大战”</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拜登谈对俄两个选择：制裁，或开启“第三次世界大战”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-27 11:07 北京时间&nbsp;&nbsp;&nbsp;<a href=https://world.huanqiu.com/article/46z7rTfQnxN?qq-pf-to=pcqq.group><strong>环球网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：张晓雅据俄罗斯卫星通讯社、美国福克斯新闻等媒体27日消息，美国总统拜登就俄乌冲突接受采访时认为，美国有两个选择，一个是与俄罗斯开战、开启“第三次世界大战”，除此之外就是制裁俄罗斯。俄卫星社：拜登称，如果不在乌克兰问题上对俄采取大规模制裁，替代选项就是（开启）“第三次世界大战”美国播客节目当地时间26日播出主持人布莱恩·泰勒·科恩对拜登的采访，科恩在采访中提及普京此前受到的种种制裁话题。拜登...</p>\n\n<a href=\"https://world.huanqiu.com/article/46z7rTfQnxN?qq-pf-to=pcqq.group\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0bb8e90cfe187914a988d67a8c088582","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://world.huanqiu.com/article/46z7rTfQnxN?qq-pf-to=pcqq.group","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187023930","content_text":"作者：张晓雅据俄罗斯卫星通讯社、美国福克斯新闻等媒体27日消息，美国总统拜登就俄乌冲突接受采访时认为，美国有两个选择，一个是与俄罗斯开战、开启“第三次世界大战”，除此之外就是制裁俄罗斯。俄卫星社：拜登称，如果不在乌克兰问题上对俄采取大规模制裁，替代选项就是（开启）“第三次世界大战”美国播客节目当地时间26日播出主持人布莱恩·泰勒·科恩对拜登的采访，科恩在采访中提及普京此前受到的种种制裁话题。拜登接受博客主持人布莱恩·泰勒·科恩采访视频截图拜登表态说，“你有两个选项，开始第三次世界大战，与俄罗斯开战；第二，确保一个如此违反国际法的国家为此付出代价。”“目前还没有（可以）立即（起效）的制裁措施。这不是说，你可以制裁一个人，然后说你再也不能成为俄罗斯总统了，”拜登随后继续称，“但我认为，我知道这些制裁是有史以来最广泛的制裁，包括经济制裁和政治制裁。”拜登接受播客主持人布莱恩·泰勒·科恩采访视频截图报道称，拜登还说，他“从一开始的目标”就是让北约和欧盟“在同一条战线上”。在评论美国与欧洲和亚洲盟友的团结，以及北约与芬兰和瑞典之间日益增长的安全伙伴关系时，拜登还称，普京正在“创造他想要的、完全相反的效果”。“我所知道的是，我们必须与其他盟友坚持到底。与此同时，我们正在向乌克兰提供防御性武器和经济援助。”拜登说。美国全国广播公司（NBC）北京时间27日早晨消息，美国与欧盟委员会、法国、德国、意大利、英国、加拿大的领导人在一份联合声明中称，“我们保证将被选中的俄罗斯银行从SWIFT（环球同业银行金融电讯协会）国际结算系统中排除。这一举措将确保这些银行与国际金融体系脱节，并损害它们在国际上经营的能力。”而就在几天前，据白宫官网实录，美国总统拜登当地时间24日就俄乌局势发表讲话。在记者问答环节，拜登被问及是否会对俄罗斯总统普京个人实施制裁。当被记者问及“最近几周，你说大国在遇到类似问题时不能虚张声势。你最近说，对普京总统进行个人制裁的想法摆在桌面上。你准备好迈出这一步了吗？如果没有……”拜登当时抢话说：“这不是虚张声势，这都在桌面上。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":688,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":242547136102480,"gmtCreate":1700236821941,"gmtModify":1700236823223,"author":{"id":"4104380260083850","authorId":"4104380260083850","name":"joy 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说话有点过度反应了，现在这个大盘环境，正常价格应该在85左右","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/242547136102480","isVote":1,"tweetType":1,"viewCount":1937,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3523684433163381","authorId":"3523684433163381","name":"特靠普777","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"马云自从以为是的发言后，命运已经注定","text":"马云自从以为是的发言后，命运已经注定","html":"马云自从以为是的发言后，命运已经注定"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":632294319,"gmtCreate":1646442411767,"gmtModify":1646445821091,"author":{"id":"4104380260083850","authorId":"4104380260083850","name":"joy 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靓丽非农回天乏术！美股三大指数集体收跌","url":"https://stock-news.laohu8.com/highlight/detail?id=1114756619","media":"老虎资讯综合","summary":"摘要：①纳指跌1.66%，道指跌0.53%周K录四连跌；②大型科技股全线下跌，英伟达跌3.28%；③热门中概股集体下跌，哔哩哔哩、拼多多跌超8%；④美油涨超7%创逾十三年新高。海外市场1、收盘：美股收","content":"<html><head></head><body><blockquote>摘要：①纳指跌1.66%，道指跌0.53%周K录四连跌；②大型科技股全线下跌，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>跌3.28%；③热门中概股集体下跌，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌超8%；④美油涨超7%创逾十三年新高。</blockquote><p><b>海外市场</b></p><p>1、收盘：美股收跌 道指录得连续第四周下滑</p><p>道指跌179.86点，跌幅为0.53%，报33614.80点；纳指跌224.50点，跌幅为1.66%，报13313.44点；标普500指数跌34.62点，跌幅为0.79%，报4328.87点。</p><p>本周道指下跌1.3%，为连续第四周下跌。标普500指数跌1.3%，纳指下跌2.8%。</p><p>2、欧股收盘集体大跌 德国DAX30指数跌4.39%</p><p>德国DAX30指数跌4.39%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数跌3.59%，法国CAC40指数跌4.97%，欧洲斯托克50指数跌4.90%。</p><p>3、中概股周五收盘普遍下滑 <a href=\"https://laohu8.com/S/LAIX\">流利说</a>跌超25%</p><p>中概股周五收盘普遍下滑，教育股大多走低，流利说跌超25%；新能源汽车股走弱，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车跌超6%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌超5%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌超2%。</p><p>4、美国WTI原油周五收高7.4% 本周大涨26.3%</p><p>纽约商品交易所4月交割的西德州中质原油（WTI）期货价格上涨8.01美元，涨幅为7.4%，收于每桶115.68美元。本周WTI原油上涨26.3%，创2020年以来的最大单周涨幅。</p><p>5、制裁未出但市场先怯？现货钯金创两年来最佳单周表现</p><p>由于对俄罗斯供应短缺的担忧加剧，钯金周五延续涨势，一举突破每盎司2900美元关口，录得两年来最佳单周表现。本周累计上涨近20%，创下自2020年3月底以来的最大单周涨幅。</p><p><b>国际宏观</b></p><p>1、美国2月“非农”表现靓丽 美联储得加足马力对付通胀了？</p><p>美国2月季调后非农就业人口录得增加67.8万人，为去年7月来最大增幅，高于市场预期。1月份非农新增就业人数从46.7万人上修至48.1万人；去年12月份非农新增就业人数从51万人上修至58.8万人。 美国2月失业率录得3.8％，为2020年2月来新低。</p><p>2、伊核协议接近达成 但伊朗石油恢复出口尚需数月</p><p>世界大国接近与伊朗就有序重启2015年核协议达成一致，不过即使协议达成，实施也要等上几个月，一位知情欧洲官员表示，即使达成协议，伊朗的石油出口也需要两个月才能恢复。</p><p>3、联合国粮农组织：2月全球食品价格指数创历史新高</p><p>当地时间3月4日，联合国粮农组织发布2月全球食品价格指数。2022年2月全球食品价格指数平均为140.7点，环比增长3.9%，同比增长24.1%，创历史新高，相比2011年2月上一次峰值水平上升3.1点。</p><p><b>公司新闻</b></p><p>1、<a href=\"https://ttm.financial/NW/2217346436\" target=\"_blank\">特斯拉德国工厂终于获批投产 每年将生产50万辆汽车</a></p><p>北京时间3月4日晚间消息，据报道，德国勃兰登堡（Brandenburg）环境部今日宣布，特斯拉已经获得有条件的许可，其位于格伦海德（Gruenheide）的电动汽车工厂和邻近的电池工厂可以开工生产。</p><p>2、<a href=\"https://ttm.financial/NW/2217837462\" target=\"_blank\">微软暂停在俄销售所有产品和服务</a></p><p>当地时间周五，微软总裁兼副董事长布拉德史密斯宣布将暂停在俄罗斯销售所有产品和服务。同时，微软会尽力保护乌克兰的网络安全免受黑客袭击。</p><p>3、<a href=\"https://ttm.financial/NW/2217466237\" target=\"_blank\">俄罗斯乌拉尔原油终于找到买主 壳牌以超低折扣价接盘</a></p><p>欧洲最大的石油公司壳牌以创纪录的折扣价购买了一船俄罗斯乌拉尔原油。该公司从贸易巨头托克集团（Trafigura Group）手中买下来这批原油，价格比全球基准的布伦特原油现货价低28.50美元。</p><p>4、<a href=\"https://ttm.financial/NW/2217469033\" target=\"_blank\">又一家科技巨头下场，索尼与本田将合资造车</a></p><p>3 月 4 日，<a href=\"https://laohu8.com/S/SONY\">索尼</a>集团公司与本田技研工业株式会社宣布，为了打造移动出行和移动服务的新纪元，双方进行了战略合作方面的沟通协商，已达成共识并签订了基本协议书。双方计划成立一家合资公司，通过新公司共同开发和销售高附加值的纯电动汽车，同时还将提供出行服务实现商业化。</p><p>5、<a href=\"https://ttm.financial/NW/2217410465\" target=\"_blank\">迪士尼宣布将推出附带广告的低价版流媒体服务</a></p><p>全球娱乐巨头<a href=\"https://laohu8.com/S/DIS\">迪士尼</a>发布公告称，公司将在2022年晚些时候在美国推出广告版迪士尼+流媒体业务，并将在2023年推向全球。</p><p>迪士尼表示，有关该产品的具体上线时间和定价模式将在晚些时候披露。对于这项业务的设计，迪士尼媒体和娱乐发行部门主席Kareem Daniel在声明中解读称，以一个更低的价格拓展迪士尼+的用户群体，对于消费者、广告商和我们的内容创作者而言是一个多赢的局面。</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>昨夜今晨 | 靓丽非农回天乏术！美股三大指数集体收跌</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; 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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昨夜今晨 | 靓丽非农回天乏术！美股三大指数集体收跌\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\">2022-03-05 07:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote>摘要：①纳指跌1.66%，道指跌0.53%周K录四连跌；②大型科技股全线下跌，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>跌3.28%；③热门中概股集体下跌，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌超8%；④美油涨超7%创逾十三年新高。</blockquote><p><b>海外市场</b></p><p>1、收盘：美股收跌 道指录得连续第四周下滑</p><p>道指跌179.86点，跌幅为0.53%，报33614.80点；纳指跌224.50点，跌幅为1.66%，报13313.44点；标普500指数跌34.62点，跌幅为0.79%，报4328.87点。</p><p>本周道指下跌1.3%，为连续第四周下跌。标普500指数跌1.3%，纳指下跌2.8%。</p><p>2、欧股收盘集体大跌 德国DAX30指数跌4.39%</p><p>德国DAX30指数跌4.39%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数跌3.59%，法国CAC40指数跌4.97%，欧洲斯托克50指数跌4.90%。</p><p>3、中概股周五收盘普遍下滑 <a href=\"https://laohu8.com/S/LAIX\">流利说</a>跌超25%</p><p>中概股周五收盘普遍下滑，教育股大多走低，流利说跌超25%；新能源汽车股走弱，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车跌超6%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌超5%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌超2%。</p><p>4、美国WTI原油周五收高7.4% 本周大涨26.3%</p><p>纽约商品交易所4月交割的西德州中质原油（WTI）期货价格上涨8.01美元，涨幅为7.4%，收于每桶115.68美元。本周WTI原油上涨26.3%，创2020年以来的最大单周涨幅。</p><p>5、制裁未出但市场先怯？现货钯金创两年来最佳单周表现</p><p>由于对俄罗斯供应短缺的担忧加剧，钯金周五延续涨势，一举突破每盎司2900美元关口，录得两年来最佳单周表现。本周累计上涨近20%，创下自2020年3月底以来的最大单周涨幅。</p><p><b>国际宏观</b></p><p>1、美国2月“非农”表现靓丽 美联储得加足马力对付通胀了？</p><p>美国2月季调后非农就业人口录得增加67.8万人，为去年7月来最大增幅，高于市场预期。1月份非农新增就业人数从46.7万人上修至48.1万人；去年12月份非农新增就业人数从51万人上修至58.8万人。 美国2月失业率录得3.8％，为2020年2月来新低。</p><p>2、伊核协议接近达成 但伊朗石油恢复出口尚需数月</p><p>世界大国接近与伊朗就有序重启2015年核协议达成一致，不过即使协议达成，实施也要等上几个月，一位知情欧洲官员表示，即使达成协议，伊朗的石油出口也需要两个月才能恢复。</p><p>3、联合国粮农组织：2月全球食品价格指数创历史新高</p><p>当地时间3月4日，联合国粮农组织发布2月全球食品价格指数。2022年2月全球食品价格指数平均为140.7点，环比增长3.9%，同比增长24.1%，创历史新高，相比2011年2月上一次峰值水平上升3.1点。</p><p><b>公司新闻</b></p><p>1、<a href=\"https://ttm.financial/NW/2217346436\" target=\"_blank\">特斯拉德国工厂终于获批投产 每年将生产50万辆汽车</a></p><p>北京时间3月4日晚间消息，据报道，德国勃兰登堡（Brandenburg）环境部今日宣布，特斯拉已经获得有条件的许可，其位于格伦海德（Gruenheide）的电动汽车工厂和邻近的电池工厂可以开工生产。</p><p>2、<a href=\"https://ttm.financial/NW/2217837462\" target=\"_blank\">微软暂停在俄销售所有产品和服务</a></p><p>当地时间周五，微软总裁兼副董事长布拉德史密斯宣布将暂停在俄罗斯销售所有产品和服务。同时，微软会尽力保护乌克兰的网络安全免受黑客袭击。</p><p>3、<a href=\"https://ttm.financial/NW/2217466237\" target=\"_blank\">俄罗斯乌拉尔原油终于找到买主 壳牌以超低折扣价接盘</a></p><p>欧洲最大的石油公司壳牌以创纪录的折扣价购买了一船俄罗斯乌拉尔原油。该公司从贸易巨头托克集团（Trafigura Group）手中买下来这批原油，价格比全球基准的布伦特原油现货价低28.50美元。</p><p>4、<a href=\"https://ttm.financial/NW/2217469033\" target=\"_blank\">又一家科技巨头下场，索尼与本田将合资造车</a></p><p>3 月 4 日，<a href=\"https://laohu8.com/S/SONY\">索尼</a>集团公司与本田技研工业株式会社宣布，为了打造移动出行和移动服务的新纪元，双方进行了战略合作方面的沟通协商，已达成共识并签订了基本协议书。双方计划成立一家合资公司，通过新公司共同开发和销售高附加值的纯电动汽车，同时还将提供出行服务实现商业化。</p><p>5、<a href=\"https://ttm.financial/NW/2217410465\" target=\"_blank\">迪士尼宣布将推出附带广告的低价版流媒体服务</a></p><p>全球娱乐巨头<a href=\"https://laohu8.com/S/DIS\">迪士尼</a>发布公告称，公司将在2022年晚些时候在美国推出广告版迪士尼+流媒体业务，并将在2023年推向全球。</p><p>迪士尼表示，有关该产品的具体上线时间和定价模式将在晚些时候披露。对于这项业务的设计，迪士尼媒体和娱乐发行部门主席Kareem 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